Core Viewpoint - Antai Technology's stock has experienced significant fluctuations, with a year-to-date increase of 90.05%, but a recent decline of 9.44% over the past five trading days [1] Financial Performance - For the period from January to September 2025, Antai Technology reported a revenue of 5.818 billion yuan, a year-on-year decrease of 0.60%, and a net profit attributable to shareholders of 282 million yuan, down 17.19% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 1.159 billion yuan, with 420 million yuan distributed over the past three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders for Antai Technology is 78,400, a decrease of 6.66% from the previous period, with an average of 13,181 circulating shares per shareholder, an increase of 7.14% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 12.7311 million shares, an increase of 4.3096 million shares from the previous period [3]

11月3日，安泰科技涨5.13%，截至发稿，报22.33元/股，成交17.41亿元，换手率7.81%，总市值234.63 亿元。 资料显示，安泰科技股份有限公司位于北京市海淀区学院南路76号，成立日期1998年12月30日，上市日 期2000年5月29日，公司主营业务涉及以先进金属新材料及制品的研发和生产销售为主业。主营业务收 入构成为：先进功能材料及器件38.53%，特种粉末冶金材料及制品36.75%，高品质特钢及焊接材料 24.71%。 从安泰科技十大流通股东角度 截至发稿，崔蕾累计任职时间6年363天，现任基金资产总规模1227.6亿元，任职期间最佳基金回报 179.04%， 任职期间最差基金回报-15.93%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，南方基金旗下1只基金位居安泰科技十大流通股东。南方中证1000ETF（512100）三季度减 持7.24万股，持有股数672.2万股，占流通股的比例为0.65%。根据测算，今日浮 ...

Group 1 - The core point of the news is that Antai Technology's stock has increased by 5.19%, reaching a price of 21.70 yuan per share, with a trading volume of 3.442 billion yuan and a turnover rate of 16.09%, resulting in a total market capitalization of 22.801 billion yuan [1] - Antai Technology, established on December 30, 1998, and listed on May 29, 2000, is primarily engaged in the research, development, and sales of advanced metal new materials and products [1] - The company's main business revenue composition includes advanced functional materials and devices at 38.53%, special powder metallurgy materials and products at 36.75%, and high-quality special steel and welding materials at 24.71% [1] Group 2 - From the perspective of major fund holdings, Yongying Fund has one fund heavily invested in Antai Technology, specifically the Yongying Manufacturing Upgrade Smart Selection Mixed Fund A (024202), which held 85,900 shares, accounting for 6.52% of the fund's net value, making it the seventh-largest holding [2] - The estimated floating profit from this investment is approximately 91,900 yuan [2] - The Yongying Manufacturing Upgrade Smart Selection Mixed Fund A (024202) was established on June 11, 2025, with a latest scale of 10.4382 million yuan and has achieved a return of 16.2% since inception [2] Group 3 - The fund manager of Yongying Manufacturing Upgrade Smart Selection Mixed Fund A (024202) is Hu Ze, who has been in the position for 2 years and 141 days [3] - The total asset size of the fund is 2.639 billion yuan, with the best fund return during Hu Ze's tenure being 107.78% and the worst being 1.54% [3]

Group 1 - Antai Technology's stock increased by 5.72%, reaching a price of 20.53 CNY per share, with a trading volume of 1.389 billion CNY and a turnover rate of 6.82%, resulting in a total market capitalization of 21.571 billion CNY [1] - Antai Technology, established on December 30, 1998, and listed on May 29, 2000, is primarily engaged in the research, development, and production of advanced metal new materials and products [1] - The company's main business revenue composition includes advanced functional materials and devices at 38.53%, special powder metallurgy materials and products at 36.75%, and high-quality special steel and welding materials at 24.71% [1] Group 2 - Yongying Fund has one fund heavily invested in Antai Technology, specifically the Yongying Manufacturing Upgrade Smart Selection Mixed Fund A (024202), which held 85,900 shares, accounting for 6.52% of the fund's net value, making it the seventh-largest holding [2] - The Yongying Manufacturing Upgrade Smart Selection Mixed Fund A (024202) was established on June 11, 2025, with a latest scale of 10.4382 million CNY and has achieved a return of 15.34% since inception [2] - The fund manager, Hu Ze, has been in position for 2 years and 140 days, overseeing total fund assets of 2.639 billion CNY, with the best fund return during his tenure being 99.4% and the worst being -1.34% [2]

Group 1 - The core point of the news is that Antai Technology's stock price dropped by 5.24% to 18.82 CNY per share, with a trading volume of 4.455 billion CNY and a turnover rate of 21.99%, resulting in a total market capitalization of 19.775 billion CNY [1] - Antai Technology, established on December 30, 1998, and listed on May 29, 2000, focuses on the research, development, and sales of advanced metal new materials and products [1] - The company's main business revenue composition includes advanced functional materials and devices at 38.53%, special powder metallurgy materials and products at 36.75%, and high-quality special steel and welding materials at 24.71% [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Zheshang Securities Asset Management holds a significant position in Antai Technology [2] - The Zheshang Huijin Transformation Driven Fund (001540) held 168,200 shares in the second quarter, accounting for 3.99% of the fund's net value, making it the third-largest heavy stock [2] - The fund has a total scale of 54.3128 million CNY, with a year-to-date return of 11.05% and a one-year return of 10.37% [2] Group 3 - The fund manager of Zheshang Huijin Transformation Driven Fund is Chen Gujun, who has been in the position for 5 years and 270 days [3] - The total asset scale of the fund is 204 million CNY, with the best return during Chen's tenure being 39.87% and the worst being -7.57% [3]

摘要 安泰科技 20250604 稀土永磁材料营收增长但利润承压，软磁非晶材料受益于变压器领域需 求，营收、订单和利润均显著增长。公司预计飞机电机用带材将在下半 年至明年实现突破，成为新的增长点。 高端粉末材料业务受中美贸易摩擦初期影响，但随着摩擦缓和，出口和 国产替代均呈现良好恢复态势，四五月份收入和订单显示增长潜力。软 磁包覆粉及研磨成粉新增产能将在今年完全释放，预计带来新的业绩增 长。 高品质特钢及焊接材料业务板块中，战略性新产品粉末高速钢增长显著， 带动整体板块营收和订单同比增长超 10%，净利润增长超 30%，公司 对全年发展持乐观态度。 安泰科技在可控核聚变领域积极布局，通过参与各环节卡位，关注实验 堆需求及长期商业化后的市场占有率，旨在未来市场竞争中占据先发优 势。 公司看好南染特种材料（航空航天及芯片散热）、飞机纳米晶（受益于 变压器市场增长）和粉末高速钢（订单充足，产能释放）等业务板块， 预计南染特种材料受益于芯片散热反倾销调查，前景良好。 Q&A 安泰科技在金属新材料领域的主要业务板块有哪些？目前各板块的情况如何？ 安泰科技主要有三个业务板块：先进功能材料、高端粉末材料和高品质特钢及 焊接 ...