下周解禁市值超130亿元，处于全年最低位。 锂亚硫酰氯电池进出口监管措施优化 2025年12月12日，工业和信息化部会同商务部、海关总署联合印发《关于优化锂亚硫酰氯电池进出口监 管措施的通知》，决定自2026年1月1日起，第三类监控化学品亚硫酰氯灌装含量不超过1千克的单个锂 亚硫酰氯电池或电池组无需办理《监控化学品进出口核准单》和《两用物项和技术进出口许可证》，其 他锂亚硫酰氯电池或电池组仍按有关规定办理进出口审批手续。 工业和信息化部表示，此次优化监管措施有利于监控化学品监管措施与国际接轨，提升贸易便利化水 平，更好融入国际产业链供应链，增强国际竞争力，助力锂亚硫酰氯电池及相关产业高质量发展。 锂亚硫酰氯电池是一种具有高能量密度和长贮存寿命的一次电池，比能量可达590W·h/kg和1100瓦时/立 方分米，因其高比能量和长贮存寿命，广泛应用于智能仪器仪表、医疗器械、科研仪器等产品。 中国锂亚硫酰氯电池已形成较为完整的产业链体系，上游原材料如金属锂、亚硫酰氯、碳材料及特种隔 膜基本实现国产化配套。根据博研咨询报告，2024年中国锂亚硫酰氯电池的总产量为6.8亿只，市场规 模约125亿元人民币。 在出口方面，2 ...

Group 1: Lithium Thionyl Chloride Battery Industry - The Ministry of Industry and Information Technology, along with the Ministry of Commerce and the General Administration of Customs, announced optimized import and export regulations for lithium thionyl chloride batteries, effective January 1, 2026, allowing batteries with a filling content of less than 1 kg to be exempt from certain approval processes [2] - The lithium thionyl chloride battery is characterized by high energy density and long storage life, with energy density reaching 590 W·h/kg and 1100 Wh/L, making it suitable for applications in smart instruments, medical devices, and scientific instruments [2] - China's lithium thionyl chloride battery industry has developed a complete supply chain, with upstream materials like lithium metal, thionyl chloride, carbon materials, and special membranes largely domestically sourced [2] Group 2: Market and Export Data - In 2024, China's total production of lithium thionyl chloride batteries is projected to reach 680 million units, with a market size of approximately 12.5 billion RMB [2] - The export value of lithium thionyl chloride batteries from China is expected to reach 3.5 billion RMB in 2024, representing an 18.2% year-on-year increase, with the US being the largest export destination, accounting for 30% of total exports [3] - Major companies in the lithium thionyl chloride battery sector include EVE Energy, which is a leading manufacturer, and Penghui Energy, which offers a range of products including lithium thionyl chloride batteries [3] Group 3: Stock Market and Upcoming Unlocks - Next week, a total of 25 stocks will have restricted shares unlocked, with a combined market value exceeding 13 billion RMB, marking the lowest weekly unlock value of the year [5] - Among the stocks, Yandong Microelectronics has the highest unlock value at 5.566 billion RMB, followed by Lintai New Materials at 2.113 billion RMB and Shengxin Lithium Energy at 1.398 billion RMB [6] - Shengxin Lithium Energy is facing significant losses, with projected losses exceeding 600 million RMB in 2024, and has a substantial portion of its shares being unlocked [7]

证券代码：920106 证券简称：林泰新材 公告编号：2025-130 江苏林泰新材科技股份有限公司 1 二、募集资金存放和管理情况 为规范公司募集资金管理，保护投资者合法权益，根据相关法律、法规和规 范性文件的规定，以及公司《募集资金管理制度》的相关要求，林泰新材及其全 资子公司南通林泰克斯新材料科技有限公司与存放募集资金的开户银行、东吴证 券股份有限公司签订了《募集资金专户三方监管协议》。 截至本公告披露日，公司募集资金专项账户基本情况如下： | 序号 | 募投项目实施主体 | 开户银行 | 账号 | 使用情况 | | --- | --- | --- | --- | --- | | 1 | 江苏林泰新材科技股 | 兴业银行南通分行 | 408810100100877218 | 存续 | | | 份有限公司 | 营业部 | | | | 2 | 南通林泰克斯新材料 科技有限公司 | 兴业银行南通分行 营业部 | 408810100100877337 | 存续 | | | 南通林泰克斯新材料 | 兴业银行南通分行 | | | | 3 | | | 408810100100880826 | 本次注销 | | | 科 ...

Group 1 - The average return of 11 theme funds on the Beijing Stock Exchange (BSE) reached 52.12% in 2025, indicating a strong performance and potential for diversified investor participation as the two-year fixed-open products become available for subscription and redemption [1][19][20] - The number of public fund institutions investing in BSE stocks increased to 29 by the end of 2024, a year-on-year growth of 31.82%, with the number of heavily invested companies rising from 34 to 41 in the first three quarters of 2025 [11][12] - The BSE's market performance shows a shift towards diversified investment styles, with a focus on emerging industries such as intelligent connected new energy vehicles, commercial aerospace, low-altitude economy, and robotics [1][31] Group 2 - The BSE 50 Index reported a value of 1,387.70 points, with a week-on-week increase of 0.75%, while the BSE specialized and new index reached 2,317.70 points, up 0.79% [2][43] - The TTM PE ratios for various sectors on the BSE include high-end equipment at 38.37X, information technology at 84.54X, and chemical new materials at 42.21X, indicating sector-specific valuation trends [2][33] - The top ten companies by market value held by funds on the BSE as of Q3 2025 include Jinbo Bio, Naconoer, and Better Energy, with significant changes in holdings reflecting market dynamics [22][23][24] Group 3 - The BSE's passive index fund scale has seen significant growth, with the BSE 50 Index fund size reaching 128.93 billion yuan by November 28, 2025, and the number of tracking products increasing to 68 [13][16] - The fund holdings on the BSE show that 59.17% of companies have a market value between 2-5 billion yuan, while 49.17% of companies reported a net profit of less than 50 million yuan in 2024 [27][29] - The industry allocation preferences of funds on the BSE are similar to those on the dual innovation board, with the top five sectors being machinery, hardware equipment, electrical equipment, automotive parts, and software services [31][32]

证券代码：920106 证券简称：林泰新材 公告编号：2025-129 江苏林泰新材科技股份有限公司 自有资金委托理财进展的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 授权委托理财情况 （一）审议情况 （二）披露标准 根据《北京证券交易所股票上市规则》中相关规定，交易的成交金额占上市 公司最近一期经审计净资产的 10%以上且超过 1,000 万元的应当及时披露。 公司本次使用闲置自有资金购买理财产品的金额为 3,000 万元。截止目前， 公司使用闲置自有资金购买理财产品的未到期余额为 12,450 万元，占公司 2024 年年度经审计净资产的 28.23%，根据《北京证券交易所股票上市规则》的相关 规定，达到上述披露标准，现予以披露。 二、 本次委托理财情况 | 受托方 | | 产品类型 | | 产品名 | 产品金 额（万 | 预计年化收益 | 产品 | 收益 | 投资 | 资金 | | --- | --- | --- | --- | --- | --- | --- | --- | -- ...

Group 1 - The Guangzhou International Auto Show is taking place from November 21 to 30, 2025, featuring 93 new car launches and a total of 1,085 vehicles on display, including 629 new energy vehicles [2][13][16] - The number of companies in the automotive industry chain on the North Exchange has reached 30, with a total market capitalization of 776.82 billion yuan as of November 21, 2025 [17][19] - Notable companies in the automotive sector include Dapeng Industrial, which achieved a revenue increase of 28.43% and a net profit increase of 60.77% in Q1-Q3 2025, and Lintai New Materials, which saw a revenue growth of 68.92% and a net profit growth of 131.19% in the same period [12][26][28] Group 2 - The average weekly decline for five major industries, including high-end equipment, information technology, chemical new materials, consumer services, and pharmaceutical biology, was recorded at -9.59%, -7.48%, -10.19%, -9.74%, and -11.73% respectively [3][32][44] - The median price-to-earnings (P/E) ratios for these industries have decreased, with high-end equipment at 36.3X, information technology at 66.7X, chemical new materials at 40.6X, consumer services at 51.9X, and pharmaceutical biology at 29.0X [3][32][44] Group 3 - In the technology sector, the median P/E ratio for 155 companies has dropped from 45.5X to 41.1X, with an overall market capitalization decline from 4,923.95 billion yuan to 4,487.67 billion yuan [4][49][50] - The automotive industry P/E ratio has decreased to 32.2X, while the electronic industry P/E ratio is now at 48.8X, and the information technology industry P/E ratio stands at 78.0X [4][65][69] Group 4 - Runong Water Saving plans to raise no more than 84.51 million yuan through a private placement to its controlling shareholder, Hubei Xiangtou Group, at an issue price of 6.26 yuan per share [5][71] - Hai Xi Communications has signed a procurement contract worth 401.88 million yuan for a 400MW/800MWh energy storage project [5][71]

证券代码：920106 证券简称：林泰新材 公告编号：2025-128 江苏林泰新材科技股份有限公司 关于控股股东、实际控制人及其一致行动人权益变动触及 1%整数倍 的提示性公告 截止到 2025 年 11 月 18 日，公司控股股东、实际控制人刘健持有公司股票 11,701,127 股，持股比例为 20.96%；实际控制人宋苹苹持有公司股票 35,000 股，持股比例为 0.06%；一致行动人无锡爱思达投资企业（有限合伙）持有公司 股票 3,669,778 股，持股比例为 6.57%；一致行动人无锡鎏泰企业管理合伙企业 （有限合伙）持有公司股票 839,042 股，持股比例为 1.50%。以上股东合计持有 公司股票 16,244,947 股，持股比例为 29.10%。 2025 年 11 月 19 日，因公司股权激励计划限制性股票授予登记，公司总股 本由55,828,500股变更为56,593,500股，股权激励计划限制性股票授予登记后， 宋苹苹女士获授限制性股票 90,000 股。刘健、宋苹苹、无锡爱思达投资企业（有 限合伙）、无锡鎏泰企业管理合伙企业（有限合伙）合计持有公司股票 16,334,947 股 ...

证券代码：920106 证券简称：林泰新材 公告编号：2025-127 江苏林泰新材科技股份有限公司 2025 年限制性股票激励计划授予结果公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别 及连带法律责任。 一、限制性股票授予结果 | 序号 | 姓名 | 职务 | 获授限制性 股票数量（万 | 占拟授予限 制性股票总 | 占激励计划 草案公告日 | | --- | --- | --- | --- | --- | --- | | | | | 股） | 量的比例 | 股本总额的 比例 | | 1 | 宋苹苹 | 董事 | 9.00 | 11.7647% | 0.1612% | | 2 | 骆从明 | 副总经理 | 23.00 | 30.0654% | 0.4120% | | 3 | 范今华 | 董事 | 3.00 | 3.9216% | 0.0537% | | 4 | 沈建波 | 副总经理、董事会秘 书、财务负责人 | 3.00 | 3.9216% | 0.0537% | | | 核心员工（33 | 人） | 38.5 ...

Group 1 - The core focus of Lin Tai New Materials is on the research, development, production, and sales of automatic transmission friction plates, particularly wet paper-based friction plates, which are used in various applications including passenger vehicles, commercial vehicles, engineering machinery, and special vehicles [2] - The company is currently conducting R&D in specialized vehicles and low-altitude aircraft, with samples of wet paper-based friction plates for missile vehicle power take-off already submitted, although no revenue has been generated yet [2] - Lin Tai New Materials has submitted friction plate products for flying car projects to customers for testing, but has not yet realized any related revenue [2] Group 2 - The company aims to expand the application of its wet paper-based friction material technology across different scenarios, optimizing material formulations and production processes to meet diverse requirements [3] - Lin Tai New Materials is actively exploring R&D in other key core materials to identify new growth opportunities [3] - The company indicated that it is in a rapid growth phase and will consider refinancing based on actual development conditions and strategic needs [3]

证券代码：920106 证券简称：林泰新材 公告编号：2025-126 江苏林泰新材科技股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 □特定对象调研 √业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 □其他 二、 投资者关系活动情况 活动时间：2025 年 11 月 14 日 活动地点：价值在线（https://www.ir-online.cn/）网络互动 参会单位及人员：通过网络方式参加公司 2025 年第三季度业绩说明会的全 体投资者。 上市公司接待人员：公司董事长刘健先生；副总经理、财务负责人、董事会 秘书沈建波先生；保荐代表人郑立人先生。 三、 投资者关系活动主要内容 本次业绩说明会公司通过网络文字互动交流的方式就投资者关心的问题进 行了回答，主要问题及回复概要如下： 1、请展望一下纸基湿式摩擦片今后的发展方向，以及贵公司在研发方面的 回答：公司湿式纸基摩擦片除了在乘用车、商用车、工程机械、高端农机领 域 ...