| 证券代码：603601 | 证券简称：再升科技 | | 公告编号：临 2025-099 | | --- | --- | --- | --- | | 债券代码：113657 | 债券简称：再 22 | 转债 | | 重要内容提示： 基本情况 | 产品名称 | 兴业银行企业金融人民币结构性存款产品 | | --- | --- | | | （CC34251020002-00000000） | | 受托方名称 | 兴业银行股份有限公司 | | 购买金额 | 10,000 万元 | | 产品期限 | 94 天 | 风险提示 本次购买的理财产品为安全性高、流动性好、风险较低的产品，但金融市场 受宏观经济影响较大，不排除理财产品受到市场风险、信用风险、政策风险、流 动性风险、不可抗力风险等因素影响，导致理财产品的收益率可能会产生波动， 理财收益具有不确定性。敬请广大投资者注意风险。 | 投资主体 | 产品名称 | 投资金额 | 起息日 | 赎回时间 | 预期年华 | 实际年 | 收益金额 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | （万元） | | ...

Market Performance - The glass and fiberglass sector increased by 2.67% compared to the previous trading day, with Zhongcai Technology leading the gains [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Individual Stock Performance - Zhongcai Technology (002080) closed at 32.23, up 5.67% with a trading volume of 435,400 shares and a transaction value of 1.384 billion [1] - Honghe Technology (603256) closed at 33.61, up 4.93% with a trading volume of 189,400 shares and a transaction value of 626 million [1] - China Jushi (600176) closed at 15.77, up 2.87% with a trading volume of 418,200 shares and a transaction value of 657 million [1] - International Composite Materials (301526) closed at 6.14, up 2.68% with a trading volume of 681,000 shares and a transaction value of 415 million [1] - Changhai Co., Ltd. (300196) closed at 14.64, up 1.31% with a trading volume of 40,200 shares and a transaction value of 58.57 million [1] Capital Flow Analysis - The glass and fiberglass sector saw a net inflow of 67.1971 million from main funds, while retail funds experienced a net outflow of 30.6972 million [2] - Main funds showed significant inflow into Honghe Technology (4.81012 million) and Zhongcai Technology (4.46558 million) [3] - Retail funds had notable outflows from China Jushi (-3.95663 million) and Changhai Co., Ltd. (-0.60402 million) [3]

重庆再升科技股份有限公司 关于 2025 年半年度业绩暨现金分红说明会 召开情况的公告 公司就投资者在本次业绩说明会提出的普遍关心的问题给予了回答，主要问 答情况如下： 问题 1：面对当前国内市场的压力，公司将如何利用海外业务的高盈利能力 和现金流优势，来支撑其在新产品（如无尘空调）和未来潜在增长点（如受益 于新能效标准的 VIP 芯材）上的布局与发展？ | 证券代码：603601 | 证券简称：再升科技 | 公告编号：临 2025-098 | | --- | --- | --- | | 债券代码：113657 | 债券简称：再 22 转债 | | 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。 重庆再升科技股份有限公司（以下简称"公司"）于 2025 年 10 月 23 日上 午 10:00-11:00，以网络互动的方式在上海证券交易所上证路演中心（网址： http://roadshow.sseinfo.com/）召开了公司 2025 年半年度业绩暨现金分红说 明会，现将说明会召开情况公告如下： 一、本次说明会召开情况 公司 ...

Core Insights - The article highlights the transformative role of thermoplastic composites in the automotive manufacturing landscape, particularly in the context of the electric vehicle (EV) industry, emphasizing their advantages in lightweighting, recyclability, and safety performance [1][9]. Industry Overview - Thermoplastic composites are defined as composite materials made from thermoplastic polymers reinforced with various fibers, such as carbon and glass fibers, specifically applied in the EV sector [3]. - The market size for China's thermoplastic composites in the EV sector is projected to reach 13.4 billion yuan in 2024, with a year-on-year growth of 13.4%, and is expected to grow to 16.7 billion yuan by 2025 [1][9]. Industry Policies - Recent policies, such as the Shanghai government's action plan for high-quality development in low-altitude economy, emphasize the integration of advanced materials like thermoplastic composites into strategic development [4]. - The Ministry of Industry and Information Technology's plan for the construction materials industry supports the application of composite materials in various sectors, including automotive [5]. Industry Value Chain - The thermoplastic composites industry in China has established a complete value chain, from raw material supply (fibers and resins) to manufacturing and final application in EVs [6]. - Carbon fiber, a key reinforcement material, significantly enhances the mechanical properties and lightweight characteristics of composites, contributing to the performance of EV components [6]. Market Trends - The global market for thermoplastic composites in the EV sector is expected to grow from 52.11 million tons in 2024 to 58.28 million tons in 2025, and further to 94.35 million tons by 2030 [8][9]. - The rapid growth in EV production and sales in China, from 340,500 units in 2015 to 12.89 million units in 2024, drives the demand for thermoplastic composites [6]. Competitive Landscape - The industry features a mix of international leaders like DuPont and domestic players such as Kingfa Technology and Nanjing Julong, creating a diverse competitive environment [10]. - Kingfa Technology reported a revenue of 31.64 billion yuan in the first half of 2025, reflecting a year-on-year growth of 35.5% [11]. Future Development Trends - Innovations in material systems are anticipated, including the development of self-healing and shape-memory thermoplastic composites, enhancing safety and longevity [12]. - The integration of digital and biological manufacturing technologies is expected to revolutionize production processes, leading to intelligent upgrades in composite manufacturing [14]. - A new circular economy model is being proposed, focusing on programmable degradation materials and blockchain technology for material traceability, aligning with the environmental goals of the EV industry [15].

Core Insights - The stock of Zai Sheng Technology increased by 1.23% on October 22, with a trading volume of 140 million yuan [1] - The company reported a financing net purchase of 5.94 million yuan on the same day, indicating strong investor interest despite a high financing balance [1][2] - Zai Sheng Technology's revenue for the first half of 2025 decreased by 12.29% year-on-year, while net profit fell by 20.84% [2] Financing and Margin Trading - On October 22, Zai Sheng Technology had a financing buy amount of 13.50 million yuan, with a total financing balance of 185 million yuan, representing 3.65% of its market capitalization [1] - The financing balance is above the 80th percentile of the past year, indicating a high level of leverage [1] - The company had a low margin trading balance of 34,000 yuan, with a short selling volume of 6,900 shares, which is below the 20th percentile of the past year [1] Company Overview - Zai Sheng Technology, established on June 28, 2007, and listed on January 22, 2015, specializes in the research, production, and sales of microfiber glass wool and related products [1] - The main revenue sources are energy-efficient materials (51.74%), clean air materials (33.29%), and dust-free air conditioning products (10.73%) [1] Shareholder Information - As of June 30, the number of shareholders decreased by 10.30% to 33,500, while the average circulating shares per person increased by 11.49% to 30,517 shares [2] - The company has distributed a total of 705 million yuan in dividends since its A-share listing, with 169 million yuan in the last three years [3] - Among the top ten circulating shareholders, the Fu Guo CSI 300 Index Enhanced A/B fund is a new entrant, holding 4.05 million shares [3]

Group 1 - The core point of the article is the resignation of Tao Wei, a non-independent director of the company, due to internal work adjustments, while he will continue to hold a position within the company [2] Group 2 - The announcement was made by the company on the evening of October 22 [2] - Tao Wei has submitted a written resignation report to the company's board of directors [2] - After resigning from the board and the strategic committee, Tao Wei will remain employed by the company [2]

(二) 离任对公司的影响 陶伟先生的辞职报告于送达董事会时生效，其与公司不存在重大分歧，不存 在未履行完毕的公开承诺，陶伟先生将按照相关规定做好交接工作。 重庆再升科技股份有限公司 关于公司董事辞职的公告 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： 重庆再升科技股份公司（以下简称"公司"）董事会于近日收到公司第五届 董事会非独立董事陶伟先生递交的书面辞职报告，陶伟先生因公司内部工作调整, 辞去公司董事及董事会战略委员会委员职务。辞去上述职务后，陶伟先生将继续 在公司任职。 一、董事离任情况 (一) 提前离任的基本情况 | 姓名 | 离任职务 | 离任时间 | 原定任期 到期日 | 离任原因 | 是否继续在上 市公司及其控 股子公司任职 | 具体职务 | 是否存在 未履行完 毕的公开 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | 承诺 | | | | | | | | 松 下 真 空 | | | | | | | | | 节 ...

| 证券代码：603601 | 证券简称：再升科技 | 公告编号：临 | 2025-097 | | --- | --- | --- | --- | | 债券代码：113657 | 债券简称：再 22 转债 | | | 重庆再升科技股份有限公司 关于选举公司职工代表董事的公告 特此公告。 重庆再升科技股份有限公司董事会 2025 年 10 月 23 日 附件：职工代表董事简历 冯杰先生：1982 年生，中国国籍，无境外永久居留权，大学本科学历。2021 年 1 月至 2024 年 11 月任重庆造纸工业研究设计院有限责任公司常务副院长， 2023 年 8 月至 2025 年 10 月任广东美沃布朗科技有限公司总经理。 冯杰先生与持有公司 5%以上股份的股东、公司其他董事、高级管理人员不 存在关联关系；不存在《公司法》规定的不得担任公司董事的情形，未受过中国 证监会及其他有关部门的处罚和证券交易所纪律处分，符合有关法律、行政法规、 部门规章、规范性文件、证券交易所相关规定等要求的任职资格。 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 ...

Market Overview - The glass fiber sector experienced a slight increase of 0.09% on October 22, with Sanxia New Materials leading the gains [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Stock Performance - Sanxia New Materials (600293) saw a significant rise of 10.00%, closing at 3.74 with a trading volume of 1.1355 million shares and a turnover of 411 million yuan [1] - Other notable performers included: - China National Materials (002080) up 2.56% to 32.45 with a turnover of 2.393 billion yuan [1] - Reascend Technology (603601) up 1.23% to 4.93 with a turnover of 140 million yuan [1] - International Composite Materials (301526) up 0.99% to 6.10 with a turnover of 632 million yuan [1] Capital Flow - The glass fiber sector saw a net inflow of 227 million yuan from institutional investors, while retail investors experienced a net outflow of 304 million yuan [2] - The capital flow for key stocks included: - China National Materials with a net inflow of 141 million yuan from institutional investors [3] - Sanxia New Materials with a net inflow of approximately 60.82 million yuan from institutional investors [3] - International Composite Materials with a net inflow of 52.68 million yuan from institutional investors [3]

Core Points - The company announced a cash dividend distribution of 0.02 CNY per share for the first half of 2025, approved at the third extraordinary shareholders' meeting on October 10, 2025 [2][4][18] - The total cash dividend to be distributed amounts to approximately 20.6 million CNY based on a total share capital of 1,030,142,958 shares [4][18] Dividend Distribution Details - The cash 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][4] - The distribution will be executed through the clearing system of the China Securities Depository and Clearing Corporation, with shareholders who have designated trading able to receive their dividends on the payment date [5][8] Taxation Information - For individual shareholders holding unrestricted circulating shares, dividends are subject to different tax treatments based on the holding period, with a maximum tax rate of 20% for shares held for less than one month [10][11] - For qualified foreign institutional investors (QFII), a 10% withholding tax will apply to the dividends distributed [12] Convertible Bond Adjustments - The company announced adjustments to the conversion price of its convertible bonds ("再22转债") due to the cash dividend distribution, changing the price from 4.24 CNY to 4.22 CNY per share [19][21] - The adjustment will take effect on October 28, 2025, with the bonds being suspended from conversion from October 20 to October 27, 2025 [22]