证券代码：603683 证券简称：晶华新材 公告编号：2025-095 上海晶华胶粘新材料股份有限公司 关于高级管理人员减持股份结果暨未实施减持公告 本公司董事会、全体董事及相关股东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： | 持股数量 | 150,400股 | | --- | --- | | 持股比例 | 0.05% | | 当前持股股份来源 | 股权激励取得：150,400股 | 上述减持主体无一致行动人。 二、减持计划的实施结果 高管持股的基本情况 本次减持计划实施前，上海晶华胶粘新材料股份有限公司（以下简称"公司"、 "晶华新材"）副总经理王树生先生直接持有公司股份 150,400 股，占公司当时 总股本的 0.05%。 减持计划的主要内容和实施结果情况 公司于 2025 年 8 月 29 日披露了《控股股东暨实际控制人及其一致行动 人、高级管理人员减持股份计划公告》（公告编号：2025-071），自公告披露之 日起 15 个交易日后的 3 个月内（根据中国证监会及上海证券交易所相关规定 禁止减持的期间除外），王树生先 ...

晶华新材公告，公司副总经理王树生先生计划减持公司股票不超过37600股，占公司总股本0.01%，但 截至公告披露日，减持计划期限届满，王树生先生未减持公司股份。 ...

晶华新材今年以来股价涨202.31%，近5个交易日跌5.35%，近20日涨4.80%，近60日跌12.71%。 今年以来晶华新材已经6次登上龙虎榜，最近一次登上龙虎榜为9月18日。 资料显示，上海晶华胶粘新材料股份有限公司位于上海市松江区新桥镇千帆路237弄8号楼1702、1703和 1704室，成立日期2006年4月19日，上市日期2017年10月20日，公司主营业务涉及为工业企业、手机厂 商、动力电池厂商、屏显厂商等客户提供胶黏材料、胶粘剂等产品。 12月18日，晶华新材盘中下跌2.03%，截至13:39，报27.06元/股，成交8008.78万元，换手率1.02%，总 市值78.35亿元。 资金流向方面，主力资金净流出99.03万元，特大单买入143.31万元，占比1.79%，卖出125.95万元，占 比1.57%；大单买入1353.17万元，占比16.90%，卖出1469.56万元，占比18.35%。 晶华新材所属申万行业为：基础化工-化学制品-胶黏剂及胶带。所属概念板块包括：折叠屏、半导体、 集成电路、消费电子、机器人概念等。 截至9月30日，晶华新材股东户数1.41万，较上期增加14.06%；人均 ...

证券日报网讯12月15日，晶华新材（603683）在互动平台回答投资者提问时表示，公司积极推进全球化 战略布局。通过优化海外销售网络，积极拓展新兴市场。目前公司产品已销往多个国家和地区。 ...

Group 1 - Jiangsu Jingyinwang Thermal Conductive Materials Co., Ltd. has been established with a registered capital of 25 million yuan [1] - The company's business scope includes manufacturing and sales of graphite and carbon products, sales of graphene materials, and research and development of new material technologies [1] - Jingyinwang is wholly owned by Jinghua New Materials (603683) through indirect shareholding [1]

Core Insights - The key focus for 2026 in the humanoid robot industry is on scaling production, with significant orders already placed by major manufacturers like UBTECH, which has reached 1.3 billion CNY in orders for humanoid robots in 2025 [4][51] - The report emphasizes three main lines of focus: the certainty premium of the T-chain (screw + reducer), new technological changes in the T-chain (dexterous hands + new motor technologies), and the valuation uplift of major manufacturers as they enter mass delivery phases [4][13][35] Market Review - The report highlights that since 2022, the underlying logic of each major market rally has been product advancements, with the humanoid robot sector attracting increasing attention and investment [21][22] - In 2023, market leadership has shifted based on marginal changes, with different segments leading at various times, such as sensors and lightweight designs [24][27] Major Manufacturers - Tesla is identified as the industry benchmark, with its technological changes directly influencing domestic solutions. The anticipated release of the Optimus V3 in Q1 2026 is expected to significantly impact production capabilities [35][36] - Figure has launched its third-generation robot, Figure 03, which is designed for household applications and aims for mass production of 100,000 units over the next four years [39][41] - Xiaopeng has set a target for mass production of its IRON robot by the end of 2026, emphasizing its dual capabilities in R&D and manufacturing [45][49] Supply Chain Dynamics - The report discusses the clarity in the supply chain for screws and reducers, with a focus on the planetary roller screw as a core component for humanoid robots, which is expected to see increased demand [57][62] - New technologies such as GaN (Gallium Nitride) are highlighted as significant advancements that could enhance efficiency and reduce heat generation in humanoid robots [13][18] Investment Recommendations - The report suggests a focus on companies like Hengli Hydraulic and Zhejiang Rongtai for screws and reducers, and recommends attention to companies involved in dexterous hands and sensors, such as Ampelron and Jinghua New Materials [4][13] - The anticipated listing of major manufacturers like Yushun and Zhiyuan in 2026 is expected to drive valuation changes similar to those seen in the electric vehicle sector [4][13]

证券日报网讯 12月4日晚间，晶华新材发布公告称，因2024年限制性股票与股票期权激励计划中2名激 励对象不再符合激励对象资格，公司决定对上述2名激励对象持有的已获授但尚未解除限售的限制性股 票合计61，000股进行回购注销，注销日期为2025年12月9日。 （文章来源：证券日报） ...

Group 1 - The core viewpoint of the article emphasizes the critical role of tactile sensors in the industrial application of humanoid robots, marking a shift from mere demonstration to practical functionality in real-world environments [2][3][12] - The market for humanoid robots is experiencing renewed interest, with significant stock price increases for companies involved in this sector, indicating a revaluation of the industry's potential [1][3] - The development of tactile sensors is identified as a major bottleneck in the industry, with existing technologies facing challenges in durability, calibration, and cost, which hampers large-scale production [4][6][11] Group 2 - The article outlines three main technical routes for tactile sensors: resistive, capacitive, and piezoelectric/visual tactile, with the resistive route being the most feasible for industrial application due to its simplicity and cost-effectiveness [8][9] - The competition in the industry is shifting from technological prowess to supply chain efficiency, with companies needing to ensure high yield rates, cost control, and stable supply to succeed [10][11] - The global market for humanoid robot tactile sensors is projected to reach $756 million by 2030, highlighting the significant potential for growth in this sector [11] Group 3 - The article concludes that the transition of tactile sensors from laboratory prototypes to industrial components is crucial for the commercialization of humanoid robots, emphasizing the importance of engineering capabilities over flashy technology [12][13] - The next five years will see competition extend beyond algorithms and models to the foundational structures of global supply chains, determining the future landscape of the humanoid robot industry [13]

证券代码：603683 证券简称：晶华新材 公告编号：2025-094 重要内容提示： 回购注销原因：因上海晶华胶粘新材料股份有限公司（以下简称"公司"） 2024 年限制性股票与股票期权激励计划（以下简称"本激励计划"）中 2 名激励 对象不再符合激励对象资格，公司决定对上述 2 名激励对象持有的已获授但尚未 解除限售的限制性股票合计 61,000 股进行回购注销。 本次注销股份的有关情况 | 回购股份数量（股） | 注销股份数量（股） | | 注销日期 | | | | --- | --- | --- | --- | --- | --- | | 61,000 | 61,000 | 2025 | 年 12 | 月 | 9 日 | 一、本次限制性股票回购注销的决策与信息披露 1、2025 年 9 月 19 日，公司第四届董事会第二十四次会议审议通过了《关 于注销部分股票期权与回购注销部分限制性股票的议案》。公司第四届董事会薪 酬与考核委员会第七次会议审查同意。 2、2025 年 9 月 20 日，公司披露了《晶华新材关于回购注销部分激励对象 已获授但尚未解除限售的限制性股票通知债权人的公告》（公告编号：2025 ...

上海东方华银律师事务所 上海东方华银律师事务所 关于上海晶华胶粘新材料股份有限公司 股权激励部分限制性股票回购注销实施 之 法律意见书 上海市长宁区虹桥路 1591 号 34 号楼 电话：(8621) 68769686 传真：(8621) 58304009 1 上海东方华银律师事务所 关于上海晶华胶粘新材料股份有限公司 股权激励部分限制性股票回购注销实施 之法律意见书 致：上海晶华胶粘新材料股份有限公司 上海东方华银律师事务所（以下简称"本所"）受上海晶华胶粘新材料股份有 限公司（以下简称"晶华股份"或"公司"）的委托，担任公司 2024 年限制性股票 与股票期权激励计划（以下简称"本次激励计划"）的法律顾问。 本所根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人 民共和国证券法》（以下简称"《证券法》"）、《上市公司股权激励管理办法》 （以下简称"《管理办法》"）、《律师事务所从事证券法律业务管理办法》等法 律、法规和中国证券监督管理委员会（以下简称"中国证监会"）的有关规定及《上 海晶华胶粘新材料股份有限公司 2024 年限制性股票与股票期权激励计划（草案）及 其摘要》（以下简称"《激励计 ...