人民财讯8月10日电，晶华新材（603683）8月10日晚间披露2025年半年度报告，上半年实现营业收入 9.47亿元，同比增长10.53%；归母净利润3767.44万元，同比下降7.3%；基本每股收益0.14元。 ...

上海晶华胶粘新材料股份有限公司 公司代码：603683 公司简称：晶华新材 2025 年半年度报告 1 / 212 上海晶华胶粘新材料股份有限公司 2025 年半年度报告 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人周晓南、主管会计工作负责人尹力及会计机构负责人（会计主管人员）林雅声明： 保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 公司2025年半年度不派发现金红利，不送红股，不以公积金转增股本。 六、 前瞻性陈述的风险声明 √适用 □不适用 上海晶华胶粘新材料股份有限公司 2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、 完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 本半年度报告内容中涉及的未来计划、发展战略等前瞻性陈述因存在不确定性，不构成公司对投 资者的实质承诺，敬请投资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 ...

Group 1 - The establishment of Beijing Jingzhi Sensor New Materials Company by Jinghua New Materials focuses on flexible multi-modal sensors for applications in robotics, medical, and consumer electronics [2] - The demand for high-performance copper-clad laminates is increasing due to the growth of cloud computing and AI technologies, leading to rapid growth in the performance of downstream PCB material customers [2] - Solid-state batteries are becoming the preferred power source for high-end electric vehicles and low-altitude eVTOLs due to their high energy density and safety [2] Group 2 - According to SEMI, global silicon wafer shipments are projected to reach 3.327 billion square inches in Q2 2025, representing a 9.6% increase from 3.035 billion square inches in the same period of 2024 [3] - The global robotics market is expected to exceed $400 billion by 2029, with China accounting for nearly half of the market and leading with a compound annual growth rate of nearly 15% [3] Group 3 - Jingrui Electric Materials decided not to lower the conversion price of "Jingrui Convertible Bonds 2" during its recent board meeting [4] - LeKai Film has completed the construction of its TAC film production line and is currently in the trial production phase [4] - Zhengdan Co. reported a revenue of 1.429 billion yuan for the first half of 2025, a year-on-year increase of 3.37%, with a net profit of 630 million yuan, up 120.35% [4]

Group 1 - The company, Jinghua New Material (603683.SH), has indicated that it provides electronic adhesives and OCA optical adhesive films to leading enterprises in the consumer electronics industry, which are applicable in the AI smartphone sector [2] - The company emphasizes its adherence to information disclosure regulations, stating that specific business progress and shipment details are considered commercial operational details [2] - The company will fulfill its disclosure obligations in accordance with relevant regulations in periodic reports or announcements [2]

Summary of Jinghua New Materials Conference Call Company Overview - Jinghua New Materials operates in the adhesive materials industry, covering industrial-grade (54% share), electronic-grade (26% share), and optical-grade adhesives, as well as specialty paper, with applications in construction, automotive, and consumer electronics [2][5][6] Core Business Insights - The company established Beijing Jingzhigan New Materials Co., Ltd. in June 2025, focusing on electronic skin sensors for humanoid robots and medical applications [2] - The revenue targets set in the 2024-2026 equity incentive plan are at least 1.6 billion, 1.9 billion, and 2.3 billion yuan, with net profit growth targets of at least 25%, 65%, and 100% respectively [2][6] - The company has accumulated expertise in material processes and precision coating technology, supporting tactile substrates for low-cost mass production [2][7] Market Dynamics - The global adhesive materials market has seen a compound annual growth rate (CAGR) of approximately 7% over the past five years, with significant growth potential [2][8] - The Chinese market is projected to reach a sales volume of 43.9 billion square meters by 2025, with an annual CAGR of 8% from 2021 to 2025 [2][9] Competitive Advantages - Jinghua New Materials has a competitive edge due to its wide application range, high-margin product mix, and technological synergies [7] - The company is actively transitioning towards high-value products in electronic and optical grades, aiming to replace imports in the new energy sector [3][11] Financial Performance and Projections - The industrial-grade adhesive segment is expected to generate 1 billion yuan in revenue in 2024, accounting for 54% of total revenue, with a gross margin of 15% [3][13] - The electronic-grade adhesive segment is projected to achieve approximately 500 million yuan in revenue in 2024, representing 26% of total revenue, with a gross margin of 27.5% [3][15] - Future revenue projections for 2025 to 2027 are 2.23 billion, 2.64 billion, and 3.16 billion yuan, with corresponding net profits of 80 million, 120 million, and 160 million yuan [18] Production Capacity and Expansion - The company has production bases in Jiangsu, Anhui, Zhejiang, Sichuan, and Guangdong, with new projects entering the performance release phase [16] - New production lines are expected to be launched in 2025, adding 150 million square meters of capacity in electronic and optical grades [16] Emerging Trends - The trend of domestic substitution in the consumer electronics sector is becoming more pronounced, particularly in new display materials [12] - Jinghua New Materials has made breakthroughs in OCA (Optically Clear Adhesive) products, which are critical for mobile touch screens [12] Role in Robotics - Jingzhigan focuses on full-palm tactile solutions for humanoid robots, providing high sensitivity and low-temperature drift advantages [17] Conclusion - Jinghua New Materials is well-positioned to capitalize on the growing adhesive materials market, with a strong focus on high-value products and innovative applications in robotics and medical fields, supported by ambitious growth targets and a solid production capacity expansion plan [2][8][18]

公募今年参与定增热情高涨。 公募排排网数据显示，按定增上市日统计，截至8月5日，今年以来共有24家公募机构参与到47家A股公 司定增，合计获配金额达141.98亿元。 按8月5日收盘价统计，当前浮盈金额达46.5亿元，浮盈比例达32.75%。 昊华科技受青睐 从定增获配金额来看，36只个股公募定增获配金额逾1亿元。其中，18只个股公募定增获配1亿至1.99亿 元，9只个股公募定增获配2亿至4.99亿元，还有9只个股公募定增获配金额不低于5亿元。 其中，昊华科技最受公募定增青睐，共有财通基金、大成基金和诺德基金3家公募机构参与到该股定 增，合计获配金额达16.28亿元。 芯原股份紧随其后，吸引到易方达基金、财通基金、诺德基金、诺安基金和国泰基金5家公募机构参与 到该股定增，合计获配金额达12.66亿元。 国联民生排名第三，吸引到财通基金、华宝基金、华商基金和诺德基金4家公募机构参与到该股定增， 合计获配金额达9.16亿元。 此外，迪哲医药、中航沈飞、安宁股份、中钨高新、佰维存储和中远海特6只个股公募定增获配金额均 不低于5亿元。 排排网财富公募产品运营曾方芳对《国际金融报》记者表示，公募积极参与定增，说明公募行 ...

证券之星消息，8月4日化学制品板块较上一交易日上涨0.49%，松井股份领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。化学制品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688157 | 松井股份 | 41.15 | 11.19% | 7.54万 | 2.99亿 | | 300858 | 科拓生物 | 22.66 | 11.08% | 40.35万 | 8.70亿 | | 603683 | 晶华新材 | 23.76 | 8.49% | 15.95万 | 3.73亿 | | 002669 | 康达新材 | 13.68 | 7.04% | - 43.31万 | 5.88亿 | | 300535 | 达威股份 | 18.45 | 5.91% | 6.77万 | 1.22亿 | | 603790 | 雅运股份 | 18.97 | 5.39% | 4.22万 | 7839.29万 | | 002915 | 中欣氟材 | 2 ...

Group 1 - Solid-state battery concept stocks experienced significant gains, with Jinghua New Materials (603683) rising by 9.13%, reaching a historical high, and several other companies also seeing increases of over 5% [1] - SAIC Group's MG brand is set to pre-sell its new pure electric model MG4 equipped with a semi-solid-state battery on August 5, featuring a 5% electrolyte content, enhanced safety, and a range of 537 kilometers under CLTC conditions [1] - CITIC Securities believes this marks a breakthrough for solid-state batteries in downstream applications, indicating a growing demand from end customers [1] Group 2 - The solid-state battery industry is transitioning from the "technical verification stage" to the "scale-up stage," driven by industry maturity, policy guidance, and market expectations [2] - CATL announced its first clear timeline for mass production of solid-state batteries, targeting small-scale production by 2027, with commercial production expected around 2030 [2] - BYD also aims for small-scale production of solid-state batteries by 2027, with plans for large-scale deployment post-2030 [2] Group 3 - Several companies in the solid-state battery supply chain have reported advancements, with Guangdong Daoshi Technology (300409) actively developing core materials and collaborating with downstream manufacturers [3] - Yunnan Enjie New Materials has established a presence in the all-solid-state battery sector, focusing on lithium sulfide and solid electrolyte development [3] - Greeenmei (002340) has achieved small-scale production certification for its high-nickel ternary precursor materials and is advancing solid-state battery precursor materials to the shipping stage [3]

【固态电池概念震荡拉升 晶华新材逼近涨停创历史新高】智通财经8月4日电，固态电池概念盘中震荡 拉升，晶华新材触及涨停，股价创历史新高，海辰药业、星云股份、美联新材、信宇人、上海洗霸涨超 5%。消息面上，上汽确认全新MG4电动掀背车将成为全球首款搭载半固态电池的量产电动车，将于8月 5日正式亮相。 转自：智通财经 ...

Core Viewpoint - Shanghai Jinghua New Materials Co., Ltd. announced the partial release of share pledges by its controlling shareholder, Zhou Xiaodong, which may indicate improved financial stability and reduced risk for the company [1]. Share Pledge Release - Zhou Xiaodong holds 42,839,600 shares, representing 14.79% of the total share capital. After the release of part of the pledge, he has a total of 12,900,000 shares pledged, accounting for 30.11% of his holdings and 4.45% of the company's total share capital [1]. - The release includes 2,650,000 shares (6.19% of his holdings) and 1,550,000 shares (3.62% of his holdings), which represent 0.91% and 0.54% of the company's total share capital, respectively [1]. - Zhou Xiaodong has no current plans for further share pledges and will fulfill disclosure obligations as necessary [1]. Shareholding Structure - The combined shareholding of controlling shareholders Zhou Xiaonan, Zhou Xiaodong, and their concerted actor Zhou Jinhang totals 102,103,840 shares, which is 35.25% of the company's total share capital [2][4]. - The total pledged shares before the release were 17,100,000, which has now been reduced to 12,900,000 after the release [4].