本报记者 冯雨瑶 长江材料在3D打印方面早有布局。今年9月份，公司在投资者互动平台透露，长江材料有生产用于砂型 3D打印的3D打印砂。未来，公司会继续做大3D打印砂产品，并结合3D打印技术为客户提供样件试制等 服务，增强相关技术和产品在铸造行业的应用。 11月25日早盘时间，3D打印概念再度走强，其中，长江材料（001296）开盘即"一字涨停"，股价封板 30.87元/股，换手率9.29%，总市值46.18亿元，斩获3连板。同时，炬光科技、思看科技、金橙子等概念 股亦纷纷跟涨。 国金证券认为，3D打印行业消费级渗透正当时，新消费浪潮下大有可为。根据Precedence Research数 据，全球3D打印市场规模在2024年达到246.1亿美元（约1700亿元人民币），2024年至2034年CAGR （复合年均增长率）有望达到18.5%。 11月24日晚间，长江材料发布股票交易异常波动公告称，公司股票交易价格连续两个交易日（11月21 日、11月24日）收盘价格涨幅偏离值累计超过20%，根据《深圳证券交易所交易规则》的相关规定，属 于股票交易异常波动的情况。 针对公司股票交易的异常波动，公司对相关事项进行了核 ...

11月25日早盘时间，3D打印概念再度走强，其中，长江材料开盘即"一字涨停"，股价封板30.87元/股，换手率9.29%，总市值 46.18亿元，斩获3连板。同时，炬光科技、思看科技、金橙子等概念股亦纷纷跟涨。 11月24日晚间，长江材料发布股票交易异常波动公告称，公司股票交易价格连续两个交易日（11月21日、11月24日）收盘价格 涨幅偏离值累计超过20%，根据《深圳证券交易所交易规则》的相关规定，属于股票交易异常波动的情况。 针对公司股票交易的异常波动，公司对相关事项进行了核实。长江材料就有关情况说明称，公司前期披露的信息不存在需要更 正、补充之处；公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生较大影响的未公开重大信息；近期公司 经营情况正常，内外部经营环境未发生重大变化。此外，公司、控股股东和实际控制人不存在关于本公司的应披露而未披露的 重大事项，或处于筹划阶段的重大事项。 长江材料是国内大型专业覆膜砂生产供应商及废（旧）砂资源化解决方案提供商，主营业务为铸造用硅砂、覆膜砂和砂芯的研 发、生产和销售等。目前，公司在重庆、湖北、江苏、四川、安徽、辽宁、内蒙古等地建有生产基地，拥有35条具有 ...

Market Overview - The A-share market experienced weak fluctuations with the three major indices closing lower, where the Shanghai Composite Index fell by 2.45%, the Shenzhen Component Index by 3.41%, and the ChiNext Index by 4.02% [1][2] - The total market turnover reached 198.36 billion yuan, an increase of 26.1 billion yuan compared to the previous trading day [1] Sector Performance - The China Shipbuilding sector saw a notable increase of over 3%, while sectors such as energy metals, batteries, and silicon energy underwent adjustments [2] - New stock Dapeng Industrial surged over 1200%, and leading stocks in the coated sand industry, such as Changjiang Materials, hit the daily limit [2][4] - The energy metals sector faced significant declines, with leading stocks like Ganfeng Lithium, Shengxin Lithium Energy, and Tianqi Lithium hitting the daily limit down [2] AI and Technology Sector Insights - Concerns regarding the ability of AI investments to achieve substantial capital returns through a commercial loop are central to market anxieties about the technology sector [3] - The technology sector is currently experiencing a divergence of opinions, with some analysts viewing AI valuations as high and capital expenditure pressures significant, while others remain optimistic about long-term applications [2][3] Specific Company Developments - Changjiang Materials, a leader in the coated sand industry, reported a total market value of 3.816 billion yuan and plans to expand its 3D printing sand products [6][4] - Pingao Co., Ltd. announced a planned investment of 400 million yuan in Jiangyuan Technology, acquiring a 14.2151% stake, which is expected to increase to 15.4182% post-investment [8] Price Trends in Energy Metals - The energy metals sector saw a significant drop of 9.11%, with lithium carbonate and lithium hydroxide prices expected to decline by 25.17% and 21.47% respectively in the first three quarters of 2025 compared to 2024 [9] - Analysts predict a potential rebound in energy metal prices in the third quarter of 2025, supported by macroeconomic easing expectations [9][10]

Group 1: Company Developments - Jiuqi Software is a leading domestic report management software provider, with its new generation application management platform, Nuwa GPT, offering capabilities for large model management and intelligent orchestration, already implemented in multiple intelligent scenarios [2] - Yidian Tianxia has reached a framework cooperation agreement with Alibaba Cloud to jointly create the first AI comic overseas acceleration engine [2] - Longxi Co., a leader in the joint bearing industry, is widely applied in aviation and military fields, and is a major supplier for robotics [2] - Seagull Home focuses on high-end sanitary ware and has established two manufacturing service bases in Vietnam [2] - Huakai is a custom home solution provider and one of the few brands in China with full trademark protection [2] Group 2: Market Trends and Economic Indicators - The People's Daily states that Taiwan's recovery signifies the inevitable unification of the motherland [2] - The October CPI increased by 0.2% year-on-year, with the Ministry of Finance indicating continued implementation of measures to boost consumption [3] - The real estate market is seeing multiple local governments release notifications to promote stable and healthy development [2][3] Group 3: Strategic Partnerships and Investments - Pingao Co. plans to invest 400 million yuan to acquire a 15.4182% stake in Jiangyuan Technology, which specializes in computing power cards [3] - Shenzhen State-owned Assets Supervision and Administration Commission controls Te Fa Group, which focuses on the optical communication industry [2] - The company Shida Group intends to acquire 95% of Shuchuan Ming Shang, which specializes in computing power and data services [4]

Group 1 - The company produces 3D printing sand used for sand mold 3D printing [2] - The company plans to expand its 3D printing sand products and provide sample trial services using 3D printing technology [2] - The focus is on enhancing the application of related technologies and products in the casting industry [2]

Group 1 - The company, Changjiang Materials (001296.SZ), has announced its production of 3D printing sand used for sand mold 3D printing [1] - The company plans to expand its 3D printing sand products and provide sample trial services to customers by integrating 3D printing technology [1] - The focus is on enhancing the application of related technologies and products in the casting industry [1]

Group 1: Company Developments - Anzheng Fashion focuses on mid-to-high-end brand fashion, achieving a turnaround in net profit year-on-year in the first half of the year [2] - Zhengye Technology's subsidiary has mastered the "silver-free process" for heterojunction battery technology [2] - Meibang Clothing, a leading domestic leisure apparel brand, is set to enhance its production capacity for foldable screens significantly by 2025 [3] Group 2: Industry Trends - The State Council emphasizes the acceleration of service consumption and new consumption growth points [2] - The demand for data centers and energy storage is expected to grow rapidly [4] - The National Development and Reform Commission is promoting the development of the biopharmaceutical industry among central enterprises [4] Group 3: Market Movements - Companies like Tongrun Equipment and China Ruilin are experiencing stock price increases, with Tongrun Equipment's stock rising for two consecutive days [4] - The international gold price has reached a historical high, benefiting companies like Eurasia Group, which collaborates with well-known gold brands [4] - The stock price of Pop Mart has reached a new historical high, indicating strong market interest in IP economy [5]

Group 1: Company Performance - Nengke Technology reported a net profit growth of 18.75% year-on-year in its mid-year report, focusing on smart manufacturing and developing a comprehensive product system that includes AI applications across various industrial scenarios [2][3] - Jianye Technology achieved a net profit growth of 51.12% year-on-year, supplying high-speed optical modules to Microsoft, with 800G products in small batch delivery [2] - Lianhua Technology, a leader in custom production of pesticide intermediates, reported a staggering net profit growth of 1481.94% year-on-year [2] - Xianggang Technology, a provider of integrated solutions in printing and packaging, saw a net profit increase of 432.14% year-on-year [2] - Dongpeng Holdings, primarily engaged in ceramics and sanitary ware, reported a net profit growth of 3.85% year-on-year, significantly up from the first quarter [2] - Aonong Bio reported a net profit of 361 million, marking a turnaround from losses [2] - Qiming Information, under FAW Group, reported a net profit growth of 2568.5% year-on-year, focusing on digital operations and smart marketing [2] Group 2: Industry Trends - The State Council issued an opinion on the implementation of the "Artificial Intelligence +" initiative, aiming for over 70% penetration of new intelligent terminals and applications by 2027 [2][4] - The demand for liquid cooling solutions in data centers is increasing, with companies like Huangma Technology focusing on organic silicon modified polyether as a supplier for immersion cooling liquids [4] - The agricultural sector is seeing significant developments, with Aonong Co. reporting a net profit of 361 million, indicating a recovery in the agricultural products market [5] Group 3: Strategic Partnerships and Collaborations - Ge'ern Automotive has entered a strategic partnership with NVIDIA to develop control systems for robots, covering the entire range of NVIDIA's Jetson series [3] - Magmi Technology has formed a partnership with NVIDIA to become a designated supplier of data center components, actively participating in the design and construction of NVIDIA's Blackwell architecture [4]