2024年1至12月份，东材科技的营业收入构成为：化工新材料占比98.49%，其他业务占比1.51%。 （文章来源：每日经济新闻） 东材科技（SH 601208，收盘价：16.14元）8月7日晚间发布公告称，公司第六届第十九次董事会临时会 议于2025年8月7日在公司会议室以现场与通讯相结合的方式召开。会议审议了《关于变更回购股份用途 并注销暨减少注册资本的议案》等文件。 ...

Group 1 - The stock price of Dongcai Technology experienced a rapid increase on August 4, reaching a price of 16.32 yuan at 9:35 AM, with a rise of over 2% within 5 minutes [1] - The trading volume for the day amounted to 164 million yuan, with a turnover rate of 1.13% [1] - Dongcai Technology specializes in the research, production, and sales of polymer materials, which are widely used in electronics, new energy, and rail transportation sectors [1] Group 2 - As a leading domestic supplier of functional polymer materials, Dongcai Technology holds a strong competitive position in niche markets such as insulation materials and optical film materials [1]

最近三个交易日，30日-1日，东材科技分别获融资买入1.29亿元、2.03亿元、0.90亿元。 8月1日，沪深两融数据显示，东材科技获融资买入额0.90亿元，居两市第180位，当日融资偿还额1.68亿 元，净卖出7765.77万元。 融券方面，当日融券卖出0.01万股，净买入1.50万股。 ...

Group 1 - The stock price of Dongcai Technology closed at 17.53 yuan on July 31, down 0.69 yuan, a decrease of 3.79% from the previous trading day [1] - The trading volume on that day was 922,363 hands, with a total transaction amount of 1.668 billion yuan [1] - Dongcai Technology is primarily engaged in the research, production, and sales of new insulation materials and optical film materials, with applications in the power electronics, new energy, and consumer electronics sectors [1] Group 2 - The company announced that from July 18 to July 31, its stock price had closed at or above 130% of the current conversion price of the "Dongcai Convertible Bonds" for 10 trading days [1] - If this condition is met for 5 out of the next 20 trading days, it will trigger the conditional redemption clause of the convertible bonds [1] - On July 31, the stock price of Dongcai Technology experienced significant fluctuations, with a rapid decline in the morning and a rebound in the afternoon [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：601208 证券简称：东材科技 公告编号：2025-060 四川东材科技集团股份有限公司 关于"东材转债"预计满足赎回条件的提示性公告 本公司及董事会全体成员保证公告内容不存在虚假记载、误导性陈述或者重大遗漏，并对其内容的真 实、准确和完整承担个别及连带责任。 转债代码：113064 转债简称：东材转债 重要内容提示： 自2025年7月18日至2025年7月31日，四川东材科技集团股份有限公司（以下简称"公司"或"本公司"）股 票已有10个交易日的收盘价格不低于"东材转债"当期转股价格的130%（即14.99元/股）。若公司股票在 未来连续20个交易日内仍有5个交易日的收盘价格不低于当期转股价格的130%（含130%），将触发"东 材转债"有条件赎回条款。根据《四川东材科技集团股份有限公司公开发行可转换公司债券募集说明 书》（以下简称"《募集说明书》"）中有条件赎回条款的相关约定，届时公司董事会有权决定是否按照 债券面值加当期应计利息的价格赎回全部或部分未转股的"东材转债"。 根据《上海证券交易所上市公司自律监管指引第12号一可转换公司债券》的有关 ...

证券代码：601208 证券简称：东材科技 公告编号：2025-060 转债代码：113064 转债简称：东材转债 四川东材科技集团股份有限公司 关于"东材转债"预计满足赎回条件的提示性公告 自 2025 年 7 月 18 日至 2025 年 7 月 31 日，四川东材科技集团股份有限公司 （以下简称"公司"或"本公司"）股票已有 10 个交易日的收盘价格不低于"东 材转债"当期转股价格的 130%（即 14.99 元/股）。若公司股票在未来连续 20 个交易日内仍有 5 个交易日的收盘价格不低于当期转股价格的 130%（含 130%）， 将触发"东材转债"有条件赎回条款。根据《四川东材科技集团股份有限公司公 开发行可转换公司债券募集说明书》（以下简称"《募集说明书》"）中有条件 赎回条款的相关约定，届时公司董事会有权决定是否按照债券面值加当期应计利 息的价格赎回全部或部分未转股的"东材转债"。 根据《上海证券交易所上市公司自律监管指引第 12 号—可转换公司债券》 的有关规定，公司现将可能触发可转换公司债券有条件赎回条款的相关情况公告 如下： 一、可转债发行上市概况 （一）可转债发行情况 经中国证券监督管理 ...

（编辑 楚丽君） 证券日报网讯 7月31日晚间，东材科技发布公告称，自2025年7月18日至2025年7月31日，四川东材科技 集团股份有限公司（以下简称"公司"或"本公司"）股票已有10个交易日的收盘价格不低于"东材转债"当 期转股价格的130%（即14.99元/股）。若公司股票在未来连续20个交易日内仍有5个交易日的收盘价格 不低于当期转股价格的130%（含130%），将触发"东材转债"有条件赎回条款。根据《四川东材科技集 团股份有限公司公开发行可转换公司债券募集说明书》中有条件赎回条款的相关约定，届时公司董事会 有权决定是否按照债券面值加当期应计利息的价格赎回全部或部分未转股的"东材转债"。 ...

重要内容提示： 自 2025 年 7 月 18 日至 2025 年 7 月 31 日，四川东材科技集团股份有限公司 （以下简称"公司"或"本公司"）股票已有 10 个交易日的收盘价格不低于"东 材转债"当期转股价格的 130%（即 14.99 元/股）。若公司股票在未来连续 20 个交易日内仍有 5 个交易日的收盘价格不低于当期转股价格的 130%（含 130%）， 将触发"东材转债"有条件赎回条款。根据《四川东材科技集团股份有限公司公 开发行可转换公司债券募集说明书》（以下简称"《募集说明书》"）中有条件 赎回条款的相关约定，届时公司董事会有权决定是否按照债券面值加当期应计利 息的价格赎回全部或部分未转股的"东材转债"。 根据《上海证券交易所上市公司自律监管指引第 12 号—可转换公司债券》 的有关规定，公司现将可能触发可转换公司债券有条件赎回条款的相关情况公告 如下： （一）可转债发行情况 | 证券代码：601208 | 证券简称：东材科技 | 公告编号：2025-060 | | --- | --- | --- | | 转债代码：113064 | 转债简称：东材转债 | | 四川东材科技集团股份有限公司 ...

证券时报·数据宝统计显示，东材科技所属的基础化工行业，目前整体涨幅为0.35%，行业内，目前股价 上涨的有148只，涨幅居前的有华软科技、震安科技、润阳科技等，涨幅分别为10.09%、8.94%、 7.69%。股价下跌的有267只，跌幅居前的有横河精密、领湃科技、新农股份等，跌幅分别为7.02%、 5.97%、5.47%。 两融数据显示，该股最新（7月29日）两融余额为6.27亿元，其中，融资余额为6.25亿元，近10日增加 1.42亿元，环比增长29.41%。 东材科技股价创出历史新高，截至14:34，该股上涨4.23%，股价报18.25元，成交量5293.37万股，成交 金额9.25亿元，换手率5.90%，该股最新A股总市值达163.66亿元，该股A股流通市值163.66亿元。 公司发布的一季报数据显示，一季度公司共实现营业收入11.34亿元，同比增长23.23%，实现净利润 9187.73万元，同比增长81.16%，基本每股收益为0.1000元，加权平均净资产收益率2.03%。（数据宝） （文章来源：证券时报网） ...

Summary of Dongcai Technology Conference Call Company Overview - Dongcai Technology benefits from the growing demand for AI servers, with high-frequency and high-speed digital business rapidly developing. Revenue is expected to reach 270 million yuan in 2024, with projections of 600-700 million yuan for this year, primarily driven by the demand for AI servers like NVIDIA A100 [2][6][19]. Industry Trends - The core raw material for copper-clad laminates (CCL), resin, is undergoing an upgrade from traditional epoxy resin to polyphenylene ether (PPO), reactive ester resin, and BMI dual-cure resin. The trend is towards using PPO combined with hydrocarbon resin for level 8 CCL to meet higher signal transmission rates and signal fidelity requirements [2][7]. - The upgrade in terminal computing power demands is pushing the CCL levels from code 2 and 4 to code 7, 8, and even 9. The level 8 CCL primarily uses PPO combined with hydrocarbon resin [2][8]. Key Insights - Dongcai Technology has a strong position in the PCB materials sector, with market recognition of the increasing demand for terminal computing power and the company's advantageous positioning in this field. The release of production capacity aligns well with performance expectations [3]. - The company has established stable supply relationships with core downstream customers and has a reserve of 20,000 tons of high-frequency and high-speed resin, set to be operational by Q2 2026, providing a competitive edge over Japanese firms in terms of price and capacity [4][12]. - The high-frequency and high-speed resin business has seen a compound annual growth rate (CAGR) exceeding 100% since 2021, with expectations of significant breakthroughs in level 8 and 9 products by 2025 [4][16]. Product Performance - The high-frequency and high-speed digital business has shown rapid growth, with revenues increasing from 20 million yuan in 2021 to 160 million yuan in 2023, and projected to reach 270 million yuan in 2024 [6]. - The demand for special resin products, particularly the "Taoqin" resin, is expected to grow significantly, with monthly shipments projected to reach one million units by the second half of 2025 and annual demand nearing 20 million units by 2026 [10]. Competitive Landscape - The resin industry has significant barriers, including product quality, production management capabilities, and long-term cooperation with downstream manufacturers [15]. - Despite Japanese companies currently dominating the high-end digital product supply, domestic leaders are expected to capture most of the new market demand from 2025 to 2027 due to their price advantages and ample capacity [13][14]. Future Outlook - Dongcai Technology's future prospects are optimistic, with continued rapid growth in the high-frequency and high-speed resin business, expected to account for over 65% of profits. The company also anticipates growth in capacitor-grade BOPP films and optical base films through technological upgrades and market expansion [18][19].