9月23日，新莱福跌2.32%，成交额1.01亿元。两融数据显示，当日新莱福获融资买入额1562.61万元， 融资偿还1584.51万元，融资净买入-21.90万元。截至9月23日，新莱福融资融券余额合计1.35亿元。 融资方面，新莱福当日融资买入1562.61万元。当前融资余额1.35亿元，占流通市值的3.96%，融资余额 超过近一年80%分位水平，处于高位。 截至6月30日，新莱福股东户数9176.00，较上期增加50.67%；人均流通股7302股，较上期减少33.63%。 2025年1月-6月，新莱福实现营业收入4.51亿元，同比增长8.27%；归母净利润6720.39万元，同比减少 8.94%。 分红方面，新莱福A股上市后累计派现9329.03万元。 机构持仓方面，截止2025年6月30日，新莱福十大流通股东中，交银新生活力灵活配置混合A （519772）位居第十大流通股东，持股77.39万股，为新进股东。 责任编辑：小浪快报 融券方面，新莱福9月23日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元；融 券余量0.00股，融券余额0.00元，超过近一年80%分位水平，处于 ...

Group 1 - The core point of the article is that New Life (SZ 301323) announced the results of its second board meeting, where it reviewed the agenda related to the 2025 semi-annual report [1] - For the first half of 2025, New Life's revenue composition is as follows: adsorption functional materials accounted for 61.7%, electronic ceramic components for 17.31%, high-energy radiation protection materials for 14.33%, other functional materials for 5.83%, and other businesses for 0.83% [1] - As of the report date, New Life's market capitalization is 6.2 billion yuan [1]

Group 1 - The core viewpoint of the report highlights stable growth in magnetic materials and a significant increase in radiation protection materials, showcasing the company's competitive advantage in lead-free products and its first-mover advantage in a blue ocean market [1][3]. Group 2 - The company maintains a "Buy" rating, projecting a total revenue of 886 million yuan for 2024, representing a year-on-year increase of 14.9%, and a net profit attributable to shareholders of 145 million yuan, up 5.2% year-on-year [2]. - In Q4 2024, the company expects revenue of 234 million yuan, a year-on-year increase of 12.7% but a slight quarter-on-quarter decrease of 0.9%, with a net profit of 38 million yuan, reflecting a year-on-year increase of 15.2% and a quarter-on-quarter increase of 16.2% [2]. - For Q1 2025, the company anticipates revenue of 207 million yuan, a year-on-year increase of 8.6% but a quarter-on-quarter decrease of 11.7%, with a net profit of 30 million yuan, down 16.1% year-on-year and 20.7% quarter-on-quarter [2]. Group 3 - The magnetic materials segment achieved production and sales of 25.41 million square meters and 24.47 million square meters, respectively, in 2024, with year-on-year increases of 12.2% and 8.6% [3]. - The electronic ceramic components segment produced and sold 1.66 billion and 1.62 billion units, respectively, with year-on-year increases of 12.0% and 11.9%, and an overall gross margin of 32.7%, which improved by 3.5 percentage points year-on-year despite adverse raw material price conditions [3]. - The high-energy radiation protection materials segment saw production and sales of 348,000 and 344,000 square meters, respectively, in 2024, with year-on-year increases of 159% and 152%, and a gross margin of 55.9% [3]. Group 4 - The acquisition of Jin Nan Magnetic Materials is expected to broaden the company's product offerings, as Jin Nan is the largest and fastest-growing manufacturer of rubber magnets globally, with annual sales exceeding 15,000 tons and a 65% share of the global market [3].