北京商报讯（记者 马换换 王蔓蕾）10月12日晚间，时代新材（600458）披露公告称，公司7月1日—9月 30日与风电各大主机厂（以下简称"买方"）签订《叶片销售合同》。公司向买方销售叶片及相关服务， 合同金额总计约合44.9亿元（含税价）。 时代新材表示，上述合同属于公司日常经营合同，因受合同具体交货批次及验收时间的影响，对公司 2025年当期业绩影响尚存在不确定性，但合同的履行期间预计将对公司业绩产生积极的影响。 ...

Core Viewpoint - The company, Times New Material (600458.SH), has signed a sales contract for wind turbine blades and related services with major wind turbine manufacturers, amounting to approximately RMB 4.49 billion (including tax) for the period from July 1, 2025, to September 30, 2025 [1] Group 1 - The contract is categorized as a routine business contract for the company [1] - The total contract value is approximately RMB 4.49 billion, which includes tax [1] - The performance period of the contract is expected to have a positive impact on the company's financial results, although the exact influence on the 2025 performance remains uncertain due to delivery schedules and acceptance times [1]

Core Viewpoint - The company, Times New Material (600458.SH), has signed a sales contract for wind turbine blades and related services with major wind power manufacturers, amounting to approximately RMB 4.49 billion (including tax) for the period from July 1, 2025, to September 30, 2025 [1] Group 1 - The total contract value is approximately RMB 4.49 billion, which includes tax [1] - The contract is part of the company's regular business operations and is expected to have a positive impact on the company's performance during the contract period [1] - There is uncertainty regarding the impact on the company's performance for the year 2025 due to specific delivery batches and acceptance times [1]

证券代码：600458 证券简称：时代新材 公告编号：临 2025-063 株洲时代新材料科技股份有限公司 关于签署日常经营合同的 自愿性披露公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示: 1、上述合同将按合同约定条件分期交付，公司将根据合同的相关规定以及 公司收入确认原则在相应的会计期间确认收入（最终以经会计师事务所审计的数 据为准）。因受合同具体交货批次及验收时间的影响，对公司 2025 年当期业绩 影响存在不确定性。 2、合同双方均具有履约能力，但在合同执行过程中，可能存在因外部宏观 环境重大变化，国家相关政策调整、客户需求变化以及其他不可抗力等因素导致 合同无法如期或全面履行的风险。公司将积极做好相关应对措施，全力保障合同 的正常履行。敬请广大投资者谨慎决策，注意防范投资风险。 一、合同签署情况及审议情况 株洲时代新材料科技股份有限公司（以下简称"公司"）2025 年 7 月 1 日 —2025 年 9 月 30 日与风电各大主机厂（以下简称"买方"）签订《叶片销售合 同》（以下简称"合同"或"本 ...

证券代码：600458 证券简称：时代新材 公告编号：临 2025-062 株洲时代新材料科技股份有限公司 2025年半年度权益分派实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 2025 年 5 月 21 日的2024年年度股东大会审议通过了《关于提请股东大会授权董事会进行 2025 年度中期利润分配的议案》，股东大会授权董事会在符合利润分配条件下，制定并实施具 体的 2025 年中期利润分配方案。2025 年 8 月 21 日召开的公司第十届董事会第七次会议审议 通过了《公司 2025 年度中期利润分配方案》。 重要内容提示： 每股分配比例 A 股每股现金红利0.07元（含税） 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/10/16 | － | 2025/10/17 | 2025/10/17 | 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 二、 分配方案 ...

Core Viewpoint - The company has signed sales contracts for wind turbine blades with major manufacturers, totaling approximately RMB 4.49 billion, which is expected to positively impact its performance, although the exact effect on the 2025 financial results remains uncertain [1] Contract Details - The contracts are divided into offshore wind projects and onshore wind projects, with the offshore wind project amounting to RMB 442 million and the onshore wind project amounting to RMB 4.048 billion [1] - The contract includes 14-16 MW offshore wind turbine blades and related services, as well as 6-10 MW onshore wind turbine blades and related services [1]

Core Viewpoint - The rail transit equipment sector experienced a decline of 0.26% on October 10, with a notable drop in the stock of Jiaokong Technology, while the overall market indices also fell, with the Shanghai Composite Index down 0.94% and the Shenzhen Component Index down 2.7% [1][2]. Market Performance - The closing price of the Shanghai Composite Index was 3897.03, and the Shenzhen Component Index closed at 13355.42 [1]. - The rail transit equipment sector saw mixed performance among individual stocks, with notable gainers including Jinchuan Group (+3.60%) and Tieda Technology (+2.11%) [1]. Stock Details - Key stocks in the rail transit equipment sector included: - Jinchuan Group (603680) closed at 12.96 with a 3.60% increase and a trading volume of 63,100 shares, totaling 80.68 million yuan in transaction value [1]. - Jiaokong Technology (688015) led the decline with a closing price of 24.55, down 3.04%, and a trading volume of 24,000 shares, amounting to 5.91 million yuan [2]. Capital Flow - The rail transit equipment sector saw a net inflow of 147 million yuan from institutional investors, while retail investors experienced a net outflow of 168 million yuan [2][3]. - Notable capital flows included: - Times New Materials (600458) had a net outflow of 34.03 million yuan from institutional investors [3]. - Tianyi New Materials (688033) recorded a net inflow of 24.74 million yuan from institutional investors [3].

Group 1 - The core viewpoint of the article highlights the current state and future prospects of the Chinese railway locomotive industry, indicating a decline in production in August 2025 compared to the previous year, while showing an overall increase in cumulative production for the first eight months of 2025 [1] Group 2 - According to data from the National Bureau of Statistics, the production of railway locomotives in China in August 2025 was 48 units, representing a year-on-year decrease of 22.6% [1] - Cumulative production of railway locomotives from January to August 2025 reached 488 units, reflecting a cumulative growth of 20.5% [1] - The article references a report by Zhiyan Consulting titled "Analysis of the Current Market Situation and Future Prospects of the Chinese Railway Locomotive Industry from 2025 to 2031" [1]

Core Insights - The supercapacitor separator paper industry has high technical barriers and is primarily dominated by companies in North America, Europe, and Japan, which have a long history of production and application [1][8] - Since 2017, China has made significant progress in the supercapacitor separator paper industry, achieving self-sufficiency and transitioning from a follower to a leader in this sector [1][8] - The market size of China's supercapacitor separator paper industry is projected to reach 451 million yuan in 2024, with a year-on-year growth of 17.9% [1][8] Industry Overview - Supercapacitors, also known as electrochemical capacitors, are energy storage devices that combine the characteristics of traditional capacitors and rechargeable batteries [4] - The separator paper is a critical component of supercapacitors, preventing short circuits while allowing ion passage for normal charge and discharge functions [5][8] Industry Chain - The upstream materials for supercapacitor separator paper include cellulose fibers, polypropylene, polyethylene, and polytetrafluoroethylene, which possess good chemical stability and porosity [6][7] - The downstream applications of supercapacitor separator paper span various sectors, including power grids, rail transportation, consumer electronics, military, automotive, and industrial equipment [7] Current Industry Status - The supercapacitor separator paper industry in China has evolved significantly since its inception in the late 1990s, becoming the largest producer in the Asia-Pacific region [7][8] - Government policies have supported the growth of the supercapacitor industry, contributing to a market size of 4.508 billion yuan in 2024, also reflecting a 17.9% year-on-year increase [7][8] Competitive Landscape - The global market for supercapacitor separator paper is primarily dominated by Japan, North America, and Europe, with Japan accounting for over 50% of the market share [9] - Domestic companies, such as Zhejiang Kain Special Materials Co., Ltd. and Ningbo RuoChuang Nano Technology Co., Ltd., are enhancing their R&D capabilities to reduce reliance on imports [9][10] Development Trends - Technological innovation is expected to drive performance improvements in separator paper, with a focus on higher porosity, lower resistance, and better mechanical strength [11] - The industry is also facing pressures to adopt environmentally friendly practices, leading to the development of biodegradable and renewable separator paper products [12] - Increased competition is anticipated as existing companies expand their R&D investments and new entrants join the market, potentially leading to industry consolidation through mergers and collaborations [13]

Core Viewpoint - The announcement by Times New Materials indicates a planned equity transfer from its controlling shareholder, CRRC Zhuzhou Electric Locomotive Research Institute, to China CRRC, which will not change the company's control structure or operational activities [1] Group 1: Equity Transfer Details - The equity transfer is part of the State-owned Assets Supervision and Administration Commission's initiative to streamline ownership structures [1] - After the transfer, China CRRC will become the controlling shareholder, but the overall equity percentage held by China CRRC will remain unchanged [1] - The actual controller of the company will still be the State-owned Assets Supervision and Administration Commission, ensuring continuity in control [1] Group 2: Impact on Operations - The equity transfer is not expected to affect the normal production and operations of the company [1]