证券日报网讯1月16日，索通发展（603612）在互动平台回答投资者提问时表示，截至2026年1月9日， 公司股东总数为45087户。 ...

Group 1 - The non-metal materials sector increased by 0.55% on January 16, with Lianrui New Materials leading the gains [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] - Lianrui New Materials had a closing price of 67.75, up 4.80%, with a trading volume of 84,900 shares and a transaction value of 565 million yuan [1] Group 2 - The non-metal materials sector experienced a net outflow of 18.35 million yuan from institutional funds and 15.77 million yuan from retail funds, while individual investors saw a net inflow of 34.12 million yuan [2] - The trading data for individual stocks in the non-metal materials sector shows varied performance, with Lianrui New Materials and Changjiang Materials seeing significant trading volumes and price changes [2][3] - Lianrui New Materials had a net outflow of 24.34 million yuan from institutional funds, while Changjiang Materials saw a net inflow of 17.35 million yuan [3]

Group 1: Aluminum Price Trends - Since December 2025, domestic aluminum prices have entered a strong upward trend, reaching a historical high of 24,690 yuan/ton by January 14, 2026, driven by recovering downstream demand and supply contraction [1] - The current market conditions have established a "difficult to decline" scenario for aluminum prices, indicating a new cycle for the aluminum industry and injecting strong growth momentum into upstream aluminum consumables [2] - The demand for aluminum has been significantly boosted by the global energy transition, particularly in sectors like electric vehicles and power grid construction, with a revised forecast for China's electrolytic aluminum consumption growth rate increasing from 1.0% to 2.6% for 2025 [3] Group 2: Company Overview - Suotong Development - Suotong Development, a leading company in the prebaked anode industry, is expected to benefit from the rising aluminum prices due to its scale, technology, and customer advantages [2] - The company has been deeply involved in the prebaked anode sector for over 20 years and is positioned to meet the increasing demand from downstream electrolytic aluminum enterprises as they accelerate investment [4] - Suotong Development aims to achieve a production capacity of 5 million tons, with a projected signed capacity of over 4.8 million tons by 2025, and is actively pursuing international expansion through joint ventures [5] Group 3: Market Dynamics and Future Outlook - The supply-demand imbalance in the electrolytic aluminum industry is expected to tighten further, with a projected supply gap of approximately 210,000 tons in 2026, indicating continued upward momentum for aluminum prices [5] - The rising aluminum prices are anticipated to open a new cycle for the aluminum industry chain, positively impacting the prebaked anode sector's market conditions [5] - Suotong Development is well-positioned to leverage its comprehensive advantages to capture the benefits of rising prices in the downstream electrolytic aluminum market, advancing towards a new phase of high-quality global development [5]

Core Viewpoint - The non-metal materials sector experienced a rise of 2.25% on January 15, with Lianrui New Materials leading the gains, while the Shanghai Composite Index fell by 0.33% and the Shenzhen Component Index increased by 0.41% [1]. Group 1: Market Performance - Lianrui New Materials closed at 64.65, up 6.74%, with a trading volume of 83,900 shares and a transaction value of 529 million yuan [1]. - Quartz Co. closed at 39.66, up 3.42%, with a trading volume of 177,000 shares and a transaction value of 695 million yuan [1]. - KunCai Technology closed at 17.82, up 0.96%, with a trading volume of less than 32,600 shares and a transaction value of 57.83 million yuan [1]. Group 2: Capital Flow - The non-metal materials sector saw a net inflow of 25.06 million yuan from main funds, while retail investors experienced a net outflow of 46.06 million yuan [2]. - The main funds' net inflow for Quartz Co. was 61.81 million yuan, while retail investors had a net outflow of 67.61 million yuan [3]. - Lianrui New Materials had a main fund net inflow of 4.49 million yuan, with retail investors showing a net outflow of 6.32 million yuan [3].

Market Overview - The non-metal materials sector experienced a decline of 2.06% on January 13, with Changjiang Materials leading the drop [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] Stock Performance - Notable stock performances in the non-metal materials sector included: - Bingyang Technology: Closed at 10.69, up 1.42% with a trading volume of 45,000 shares [1] - Qilu Huaxin: Closed at 7.84, up 0.90% with a trading volume of 24,500 shares [1] - Changjiang Materials: Closed at 28.15, down 3.89% with a trading volume of 110,000 shares and a transaction value of 315 million [2] - Longgao Co.: Closed at 47.40, down 1.50% with a trading volume of 58,900 shares and a transaction value of 282 million [2] Capital Flow - The non-metal materials sector saw a net outflow of 189 million from institutional investors, while retail investors had a net inflow of 105 million [2] - The capital flow for specific stocks included: - Kuncai Technology: Net inflow of 743.95 thousand from institutional investors [3] - Longgao Co.: Net outflow of 3004.40 thousand from institutional investors [3] - Strength Diamond: Net inflow of 2396.86 thousand from retail investors [3]

（文章来源：证券日报） 证券日报网讯 1月12日，索通发展在互动平台回答投资者提问时表示，截至2025年12月31日，公司股东 总数为47008户。 ...

Core Viewpoint - The non-metal materials sector experienced a slight increase of 0.09% on January 12, with Changjiang Materials leading the gains. The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1]. Group 1: Stock Performance - Changjiang Materials (001296) closed at 29.29, with a rise of 3.68% and a trading volume of 157,300 shares, amounting to a transaction value of 458 million yuan [1]. - Dongfang Suosuo (920175) closed at 12.20, increasing by 3.39% with a trading volume of 37,000 shares, totaling 44.41 million yuan [1]. - Tianma New Materials (920971) closed at 32.97, up 2.71% with a trading volume of 45,200 shares, resulting in a transaction value of 146 million yuan [1]. - Other notable stocks include Ningxin New Materials (920719) at 13.65 (+2.32%), Qilu Huaxin (920832) at 7.77 (+2.24%), and Kuncai Technology (603826) at 17.77 (+2.07%) [1]. Group 2: Capital Flow - The non-metal materials sector saw a net outflow of 147 million yuan from institutional investors, while retail investors contributed a net inflow of 126 million yuan [2]. - The capital flow data indicates that Longgao Co. (605086) had a net outflow of 26.79 million yuan from institutional investors, while retail investors contributed a net inflow of 26.81 million yuan [3]. - Changjiang Materials (001296) experienced a net inflow of 14.46 million yuan from institutional investors, with a net outflow of 19.11 million yuan from retail investors [3].

Market Overview - The non-metal materials sector increased by 1.18% on January 7, with Suotong Development leading the gains [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] Stock Performance - Suotong Development (603612) closed at 26.61, up 3.06%, with a trading volume of 335,200 shares and a transaction value of 892 million yuan [1] - Lianrui New Materials (688300) closed at 65.70, up 2.02%, with a trading volume of 93,900 shares and a transaction value of 614 million yuan [1] - Quartz Co. (603688) closed at 39.66, up 1.82%, with a trading volume of 173,800 shares and a transaction value of 686 million yuan [1] - Other notable stocks include: - Bingyang Technology (920675) at 10.26, up 1.18% [1] - Qilu Huaxin (920832) at 7.55, up 0.80% [1] - Power Diamond (301071) at 37.20, up 0.57% [1] - Longgao Co. (605086) at 44.44, down 0.58% [1] Capital Flow - The non-metal materials sector saw a net inflow of 5.9387 million yuan from institutional investors, while retail investors had a net inflow of 2.5843 million yuan [2] - However, speculative funds experienced a net outflow of 8.523 million yuan [2] Individual Stock Capital Flow - Quartz Co. (603688) had a net inflow of 22.5196 million yuan from institutional investors, while it faced a net outflow of 18.8964 million yuan from speculative funds [3] - Lianrui New Materials (688300) saw a net inflow of 20.5615 million yuan from institutional investors, with a net outflow of 1.3387 million yuan from speculative funds [3] - Power Diamond (301071) had a net inflow of 18.0868 million yuan from institutional investors, but a net outflow of 25.8773 million yuan from retail investors [3] - Other stocks like Longgao Co. (605086) and Qilu Huaxin (920832) experienced mixed capital flows, with significant outflows from speculative and retail investors [3]

Market Overview - The non-metal materials sector increased by 2.12% on January 6, with Quartz Co. leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up by 1.5%, while the Shenzhen Component Index closed at 14022.55, up by 1.4% [1] Stock Performance - Key stocks in the non-metal materials sector showed the following performance: - Quartz Co. (603688) closed at 38.95, up by 4.28% with a trading volume of 212,900 shares and a transaction value of 836 million [1] - Tianma New Materials (920971) closed at 31.85, up by 3.11% with a trading volume of 33,600 shares and a transaction value of 106 million [1] - Suotong Development (603612) closed at 25.82, up by 3.03% with a trading volume of 278,800 shares and a transaction value of 711 million [1] Capital Flow - The non-metal materials sector experienced a net inflow of 133 million from institutional investors, while retail investors saw a net outflow of 97.65 million [2] - The capital flow for key stocks is as follows: - Suotong Development had a net inflow of 69.37 million from institutional investors [3] - Quartz Co. saw a net inflow of 60.33 million from institutional investors [3] - Longgao Co. (605086) had a net inflow of 17.34 million from institutional investors [3]

证券之星消息，1月5日非金属材料板块较上一交易日上涨2.37%，索通发展领涨。当日上证指数报收于 4023.42，上涨1.38%。深证成指报收于13828.63，上涨2.24%。非金属材料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603612 | 索通发展 | 25.06 | 6.64% | 34.28万 | 8.51亿 | | 688300 | 联瑞新材 | 63.72 | 2.63% | 4.45万 | 2.83亿 | | 603688 | 石英股份 | 37.35 | 2.10% | 7.65万 | 2.84亿 | | 301071 | 力量钻石 | 36.58 | 2.06% | 6.42万 | 2.34亿 | | 001296 | 长江材料 | 26.76 | 1.87% | 4.57万 | 1.22亿 | | 920175 | 东方碳素 | 11.52 | 1.77% | 1.01万 | 1155.26万 | | 920675 | 秉扬科技 | 9.98 ...