Core Viewpoint - The company, Times New Materials, has signed significant sales contracts for wind turbine blades, totaling approximately 44.9 billion yuan, which is expected to positively impact its performance in 2025 [1] Group 1: Sales Contracts - The company signed contracts with major wind turbine manufacturers for the sale of blades and related services, with a total contract value of about 44.9 billion yuan (including tax) [1] - The offshore wind power project contract amounts to 4.42 billion yuan, while the onshore wind power project contract is valued at 40.48 billion yuan [1] - The company has previously signed another contract worth approximately 27.11 billion yuan for the period from April 1 to June 30, 2025 [1] Group 2: Financial Performance - As of October 12, the company's total market value is 14.8 billion yuan [3] - In the first half of 2025, the wind power blade segment achieved sales revenue of 39.11 billion yuan, representing a year-on-year growth of 39.38% [3] Group 3: Market Expansion and Partnerships - The company is strengthening strategic partnerships with leading domestic wind turbine manufacturers and has entered a large-scale supply phase with Goldwind Technology [3] - Collaboration with overseas clients, such as Nordex, has deepened, resulting in a 300% year-on-year increase in overseas revenue [3] Group 4: Research and Development - The company has developed several new blade models for both onshore and offshore wind power, focusing on higher efficiency and reliability [3] - It has successfully delivered the first set of recyclable resin blades in China and is capable of mass production [3] Group 5: Capacity Expansion - The company is utilizing a "1+1" model to rapidly incubate new factories, achieving quick capacity ramp-up in newly added factories [3] - A subsidiary in Vietnam has been established, with production expected to commence in the first half of 2026 [3] Group 6: Future Plans - In the second half of 2025, the company plans to intensify efforts to develop overseas clients and enhance cooperation with domestic partners [4] - The company aims to provide customized maintenance solutions for blades and improve production delivery capabilities at domestic bases [4]

Core Points - The company announced a cash dividend of 0.07 yuan per share (before tax) for the first half of 2025, totaling approximately 65.18 million yuan [2][4] - The dividend distribution was approved at the annual shareholders' meeting on May 21, 2025, and the board of directors finalized the distribution plan on August 21, 2025 [2][3] Dividend Distribution Details - The dividend will be distributed to all shareholders registered with the China Securities Depository and Clearing Corporation Limited Shanghai Branch as of the close of trading on the registration date [3] - The total number of shares used as the basis for the distribution is 931,180,500 shares [4] Implementation Method - The cash dividends will be distributed through the clearing system of the China Securities Depository and Clearing Corporation Limited, with shareholders who have designated trading able to receive their dividends on the payment date [5] - Specific individuals will receive their dividends directly from the company [6] Taxation Information - For individual shareholders holding unrestricted circulating shares, the tax rate varies based on the holding period, with a maximum tax burden of 20% for shares held for one month or less [7] - For qualified foreign institutional investors (QFIIs), a 10% withholding tax will apply, resulting in a net dividend of 0.063 yuan per share [9]

Core Viewpoint - The company, Times New Materials, has signed significant sales contracts for wind turbine blades, totaling approximately RMB 44.9 billion, which is expected to positively impact its performance, although delivery schedules remain uncertain [2]. Group 1: Sales Contracts - Times New Materials announced contracts worth approximately RMB 44.9 billion for wind turbine blades and related services from July 1 to September 30, 2025, including RMB 4.42 billion for offshore wind turbine blades [2]. - Earlier, the company had contracts totaling about RMB 27.11 billion for the period from April 1 to June 30, 2025, bringing the total to approximately RMB 72.01 billion [2]. - The contracts include RMB 4.42 billion for offshore wind turbine blades and RMB 40.48 billion for onshore wind turbine blades, with specific blade models ranging from 6-10MW for onshore and 14-16MW for offshore [2]. Group 2: Financial Performance - For the first half of 2025, the company reported revenue of RMB 9.256 billion, a year-on-year increase of 6.87%, and a net profit of RMB 303 million, up 36.66% [3]. - The wind turbine blade business generated revenue of RMB 2.822 billion, reflecting a growth of 1.92%, while the rail transit business grew by 15.55% to RMB 1.699 billion [3]. - The company plans to enhance its overseas customer base, particularly with Vestas, Nordex, and Gamesa, and deepen collaborations with domestic firms like Goldwind Technology and Dongfang Electric [3]. Group 3: Industry Developments - On September 23, Sinopec delivered specialized carbon fiber products for wind power applications, marking a significant breakthrough in the large-scale application of carbon fiber in wind turbine blades [4]. - The market for carbon fiber in wind turbine blades is gradually expanding, focusing on enhancing structural components such as main beams and shells [4].

Core Viewpoint - The company, Times New Material (600458), has signed sales contracts for wind turbine blades totaling approximately RMB 44.9 billion, which is expected to positively impact its performance in 2025 [1][3]. Contract Details - The contracts include RMB 4.42 billion for offshore wind turbine blades and RMB 40.48 billion for onshore wind turbine blades, with specific models ranging from 14-16MW for offshore and 6-10MW for onshore [3]. - The company has confirmed that the counterparties have the capability to fulfill the contracts, and the risk of performance is controllable [3]. Financial Impact - The contracts are expected to have an uncertain impact on the company's performance in 2025 due to delivery schedules and acceptance times, but the overall effect is anticipated to be positive [3]. - Previously, the company announced another contract worth RMB 27.11 billion for the period from April 1 to June 30, 2025 [3]. Company Overview - Times New Material focuses on polymer materials and has established a strong presence in advanced transportation and clean energy equipment sectors, with applications in high-speed rail, urban rail transit, wind energy, and automotive industries [3]. - The company has achieved leading positions in rail transportation, wind energy, and automotive sectors, and is gradually making breakthroughs in construction, ship components, and electronic information industries [3]. Market Position and Performance - As of October 12, the company's total market capitalization is RMB 148 billion [4]. - The wind turbine blade segment reported sales revenue of RMB 39.11 billion in the first half of 2025, marking a year-on-year growth of 39.38% [6]. Market Expansion and Partnerships - The company has strengthened strategic partnerships with leading domestic wind turbine manufacturers and has seen a 300% increase in overseas revenue through collaboration with Nordex [7]. - New orders for blade maintenance and supply services have opened up growth opportunities in the after-sales market [7]. Research and Development - The company has developed several new blade models for both onshore and offshore wind energy, focusing on efficiency and reliability [7]. - It has also completed the delivery of China's first recyclable resin blades and is capable of mass production [7]. Future Plans - In the second half of 2025, the company plans to intensify efforts to expand its customer base among international clients and enhance cooperation with domestic partners [8]. - The company aims to improve production capabilities at domestic bases and expedite the establishment of its Vietnam production facility [8].

Core Viewpoint - The company has signed significant sales contracts for wind turbine blades, indicating strong growth potential in the renewable energy sector, particularly in wind energy [2][5]. Contract Details - The total contract amount for the sale of blades and related services is approximately RMB 44.9 billion, including tax, with RMB 4.42 billion for offshore wind projects and RMB 40.48 billion for onshore wind projects [2][5]. - The contracts are expected to positively impact the company's performance, although the exact timing of revenue recognition remains uncertain due to delivery schedules [5]. Financial Performance - In the first half of 2025, the wind blade segment achieved sales revenue of RMB 39.11 billion, reflecting a year-on-year growth of 39.38%, maintaining a leading position in the domestic market [8]. - The company's total market capitalization as of October 12 is RMB 148 billion [6]. Market Expansion - The company has strengthened strategic partnerships with leading domestic wind turbine manufacturers and expanded its overseas market presence, with a 300% year-on-year increase in overseas revenue [8]. - New orders for blade maintenance and replacement services have opened up growth opportunities in the after-sales service market [8]. Technological Advancements - The company has developed several new blade models for both onshore and offshore wind applications, focusing on efficiency and reliability [9]. - It has also completed the delivery of China's first recyclable resin blades, demonstrating its commitment to sustainability [9]. Production Capacity - The company employs a "1+1" model to rapidly scale new factories, successfully implemented in new facilities in Xingtai and Tieling [9]. - The establishment of a subsidiary in Vietnam is expected to commence production in the first half of 2026, enhancing the company's international footprint [9]. Future Plans - The company plans to intensify efforts to develop relationships with international clients and enhance domestic production capabilities [9].

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 ...