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福斯特: 公司和北美的光伏组件客户有供应合作关系
Zheng Quan Ri Bao· 2026-01-13 02:48
Core Viewpoint - The company, as the largest supplier of photovoltaic (PV) backsheet globally, maintains a supply partnership with North American solar module customers [1] Group 1 - The company has been recognized as the largest supplier of photovoltaic backsheets [1] - The company has established a cooperative supply relationship with solar module customers in North America [1]
杭州福斯特应用材料股份有限公司关于归还临时补充流动资金的募集资金的公告
Group 1 - The company has repaid a total of RMB 20 million of the temporarily used idle raised funds as of January 12, 2026 [2][3] - The board of directors approved the temporary use of up to RMB 100 million from the "F22 Convertible Bond" for supplementing the company's working capital, with a usage period not exceeding 12 months [2] - The company has notified the sponsor institution and representative of the repayment of RMB 10 million ahead of schedule to the special account for raised funds [3] Group 2 - As of January 12, 2026, the remaining amount of raised funds yet to be repaid is RMB 67.5 million, which the company plans to repay in full before the due date [3]
福斯特:深圳福斯特半导体不是公司子公司
Zheng Quan Ri Bao Wang· 2026-01-12 14:11
Group 1 - The core point of the article is that Foster (603806) clarified that Shenzhen Foster Semiconductor is not a subsidiary of the company and has no relation to it [1]
福斯特:公司基本面稳中向好
Core Viewpoint - The photovoltaic industry is currently in a downward cycle, leading to profitability pressures for companies within the supply chain [1] Group 1: Company Performance - The company maintains a leading advantage in the photovoltaic film business, expected to continue through 2026 [1] - The company's fundamentals are stable and improving, despite the challenges faced in the photovoltaic sector [1] Group 2: Industry Trends - The photovoltaic industry is experiencing a downturn, impacting profitability across the supply chain [1] - Other sectors such as electronic materials for PCBs and aluminum-plastic films for solid-state batteries are in a rapid growth phase, presenting opportunities for the company [1]
福斯特:公司和北美的光伏组件客户有供应合作关系
Zheng Quan Ri Bao· 2026-01-12 14:08
Group 1 - The core viewpoint of the article is that Foster, as the largest supplier of photovoltaic (PV) backsheet globally, maintains a supply partnership with North American PV module customers [2] Group 2 - Foster has been consistently collaborating with its North American PV module clients [2]
福斯特:公司不生产AI基板
Zheng Quan Ri Bao Wang· 2026-01-12 13:50
Group 1 - The company Foster (603806) clarified on an interactive platform that it does not produce AI substrates [1] - The company offers photosensitive dry film products used for graphic etching of AI carrier boards, with limited sales to downstream PCB clients [1]
福斯特:目前在PCB领域公司有感光干膜、柔性覆铜板、感光覆盖膜等产品
Zheng Quan Ri Bao Wang· 2026-01-12 13:45
Group 1 - The core viewpoint of the article is that Foster (603806) is actively engaging with investors regarding its business operations in the PCB sector [1] - The full name of the company is Hangzhou Foster Materials Co., Ltd., which operates primarily through its subsidiary, Hangzhou Foster Electronic Materials Co., Ltd. [1] - In the PCB field, the company offers products such as photosensitive dry film, flexible copper-clad laminates, and photosensitive cover film [1]
福斯特:公司有用于AI载板图形蚀刻用的感光干膜产品,在下游PCB客户端有少量销售
Mei Ri Jing Ji Xin Wen· 2026-01-12 10:12
Group 1 - The company does not produce AI substrates but offers photosensitive dry film products used for AI carrier board graphic etching, with limited sales to downstream PCB clients [2] - The company confirmed that it has not yet achieved mass production of AI substrates and is still in the customer verification phase [2] - The company is involved in the AI application sector through its products, although the extent of involvement is currently minimal [2]
福斯特:公司有适用于钙钛矿等薄膜组件技术封装用的POE胶膜和封边用丁基胶等产品
Mei Ri Jing Ji Xin Wen· 2026-01-12 10:12
Group 1 - The core viewpoint of the article highlights the potential of perovskite technology in complex environments like space, and the company's involvement in this field through product offerings [2] - The company has developed products such as POE films for encapsulation and butyl adhesives for edge sealing, which are applicable in perovskite and other thin-film technologies [2]
福斯特:公司目前在PCB领域有感光干膜,柔性覆铜板,感光覆盖膜等产品
Mei Ri Jing Ji Xin Wen· 2026-01-12 10:12
Group 1 - The core viewpoint of the article is that Foster (603806.SH) confirmed that Hangzhou Foster Applied Materials Co., Ltd. is its full name and that its PCB business is primarily conducted by its subsidiary, Hangzhou Foster Electronic Materials Co., Ltd. [2] - In the PCB sector, the company offers products such as photosensitive dry film, flexible copper-clad laminates, and photosensitive cover film [2]