证券代码：605123 证券简称：派克新材 公告编号：2026-008 无锡派克新材料科技股份有限公司 关于使用暂时闲置募集资金进行现金管理到期赎回 的公告 二、暂时闲置募集资金进行现金管理的总体情况 公司使用暂时闲置募集资金购买的产品不存在逾期未收回的情况。截至本公 告披露日，尚未使用的募集资金管理额度为 30,000 万元。 特此公告。 无锡派克新材料科技股份有限公司董事会 2026 年 2 月 14 日 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。 无锡派克新材料科技股份有限公司（以下简称"公司"）于 2025 年 10 月 29 日召开第四届董事会第六次会议，审议通过了《关于使用暂时闲置的募集资金进 行现金管理的议案》，同意公司使用最高额度不超过 40,000 万元人民币的暂时闲 置的募集资金进行现金管理，该 40,000 万元额度可滚动使用，具体内容详见上 海证券交易所网站（www.sse.com.cn）上发布的相关公告（公告编号：2025-050）。 一、使用部分闲置募集资金进行现金管理到期赎回情况 2025 年 ...

Group 1 - Hailanxin (300065) is a core enterprise in the field of smart ocean and commercial aerospace measurement and control, with a contract amount of 458 million yuan for a project related to reusable rocket recovery [1][25] - Jieli Suoju (002342) is a leading company in the domestic rigging industry, providing intercept nets and ultra-high molecular weight polyethylene ropes for rocket recovery, with a single set of capture arms valued at 15-20 million yuan [2][26] - Chaojie Co., Ltd. (301005) specializes in precision structural components, supplying key components for rockets, with a single set valued at 25-30 million yuan and securing 30 orders for 2026-2028 [3][27] Group 2 - Taisheng Wind Power (300129) is a leader in wind power towers, providing structural components for rockets and planning to cover 60% of launch tasks by 2025 [4][28] - Zhongheng Design (603017) is a leading engineering design firm, providing design and construction services for rocket recovery bases, supporting industry landing [5][29] - Yitong Century (300310) focuses on communication technology services, providing communication support for rocket recovery processes [6][30] Group 3 - Aerospace Electronics (600879) is a leading company in aerospace electronics, providing landing leg actuators for reusable rockets, with a projected increase in value by 3-5 times after commercialization in 2026 [7][31] - Mengsheng Electronics (688331) specializes in satellite navigation systems, providing core navigation systems for reusable rockets, supporting centimeter-level positioning [8][32] - Sry New Materials (688102) is a leader in high-strength copper alloy materials, supplying core materials for rocket engines, ensuring stable operation for recovery [9][34] Group 4 - AVIC Optoelectronics (002179) is a leading company in aerospace connectors, ensuring reliable signal transmission for rocket recovery processes [10][35] - Guokai Military Industry (688543) provides solid engine power modules for rockets, which are critical components for recovery [11][36] - Parker New Materials (605123) specializes in aerospace forgings, supplying key components for rockets, ensuring structural stability for recovery [12][37] Group 5 - Hanyu Technology (688239) focuses on titanium alloy forgings for rockets, supporting stable engine operation for recovery [13][38] - Race Intelligent (002979) provides specialized motors for rocket engines, crucial for thrust adjustment during recovery [14][39] - Aerospace Universe (688523) specializes in composite materials, supporting lightweight structures for rockets [15][40] Group 6 - Guoguang Electric (688776) provides electrical equipment for rockets, supporting electrical control and signal transmission during recovery [16][41] - Aerospace Hongtu (688066) offers satellite remote sensing services, providing environmental monitoring for rocket recovery [17][42] - Chunzong Technology (603516) provides ground measurement and control equipment for rocket launches and recoveries [18][43] Group 7 - Aerospace Electromechanical (600151) supplies solar panels and power systems for rockets, supporting energy management during recovery [19][44] - Wuzhou Xinchun (603667) supplies bearings for recovery systems, with annual orders valued at 120-180 million yuan [20][45] - Aerospace Morning Light (600501) provides ground support systems for rocket recovery, ensuring efficient execution of recovery operations [21][46] Group 8 - Aerospace Technology (000901) specializes in measurement and control services for rockets, ensuring precise control during recovery [22][47] - Aerospace Power (600343) provides fluid components for rocket engines, ensuring reliable fluid control during recovery [23][48]

Investment Rating - The report does not explicitly state an investment rating for the gas turbine industry Core Insights - Gas turbines have a wide range of downstream applications, with F-class being the current mainstream model [6] - AI is driving the gas turbine market into a prosperous cycle, with significant order increases from overseas leaders [6] - The overall capacity of the supply chain is tight, and domestic suppliers are expected to increase their global market share [9] Summary by Sections 1. Gas Turbines: Wide Downstream Applications, F-Class as the Mainstream Model - Gas turbines convert thermal energy into mechanical work and consist of three main components: compressor, combustion chamber, and turbine [7] - Heavy gas turbines are primarily used in fixed power generation units for urban grids, while light gas turbines are used in industrial power generation, marine propulsion, oil and gas transportation, distributed generation, and military applications [7][26] - The global gas turbine market is expected to see a significant increase in installed capacity, reaching over 100 GW in the next decade, with the U.S. adding 250 GW in the next five years [41][43] 2. Demand: AI Drives the Gas Turbine Market into a Prosperous Cycle - The global data center demand is expected to grow significantly, with AI data centers in the U.S. requiring an additional 31 GW of power over the next five years [31][36] - The electricity consumption of global data centers is projected to rise from 415 TWh in 2024 to 945 TWh by 2030, with the U.S. accounting for 45% of this demand [36] 3. Supply: Overall Capacity of the Supply Chain is Tight - The gas turbine OEM market is highly concentrated, with GEV, Siemens Energy, and Mitsubishi holding 34%, 27%, and 24% of the global market share, respectively [44] - The report highlights the increasing order intake for gas turbines, with GEV expecting to sign contracts for 24 GW in Q4 2025, and Siemens Energy forecasting 26 GW in the same period [55] 4. Investment Suggestions - The report suggests focusing on domestic suppliers' opportunities to increase their global market share and progress in the gas turbine supply chain [10] - The domestic suppliers are positioned to benefit from the ongoing expansion of the gas turbine market, particularly in high-temperature alloy components and blades [80]

无锡派克新材料科技股份有限公司 2026 年第一次临时股东会会议材料 无锡派克新材料科技股份有限公司 2026 年第一次临时股东会 会议材料 无锡派克新材料科技股份有限公司 2026 年第一次临时股东会会议材料 目录 | 一、2026 | 年第一次临时股东会会议须知 | 3 | | --- | --- | --- | | 二、2026 | 年第一次临时股东会会议议程 | 5 | | 三、2026 | 年第一次临时股东会表决说明 | 9 | | 四、2026 | 年第一次临时股东会会议议案 | 10 | | 议案一 | 《关于公司符合向不特定对象发行可转换公司债券条件的议案》 | 10 | | 议案二 | 《关于公司向不特定对象发行可转换公司债券方案的议案》 | 11 | | 议案三 | 《关于公司向不特定对象发行可转换公司债券预案的议案》 | 23 | | 议案四 | 《关于公司向不特定对象发行可转换公司债券方案之论证分析报告的议案》 | 24 | | 议案五 | 《关于向不特定对象发行可转换公司债券募集资金使用可行性分析报告的议案》 | 25 | | 议案六 | 《关于向不特定对象发行可转换公司债券摊薄即期 ...

Market Overview - After a significant drop yesterday, the A-share market rebounded today, influenced by a collective rebound in the external markets [3] - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closed up by 1.29%, 2.19%, and 1.86% respectively, with a total market turnover exceeding 2.5 trillion [4] Aerospace Sector - The aerospace sector was the strongest performer in today's rebound, with multiple stocks hitting the daily limit, including Zhongchao Holdings, Taihao Technology, and others [5] - The SpaceX concept, solar power, and aerospace stocks surged by 9.4%, 5.23%, and 4.38% respectively [7] Film and Television Sector - The film and television sector showed a continuous slight increase, with a notable performance from Hengdian Film, which achieved a four-day consecutive rise [13] - The sector closed up by 2.23%, driven by pre-holiday speculation for the upcoming Spring Festival box office [15] Gaming Sector - The gaming sector experienced a significant drop, with Tencent Holdings and other companies seeing declines due to rumors regarding potential increases in value-added tax rates [19] - Following clarifications from industry experts, the gaming sector rebounded, closing up by 2.89% [23] Computing Power Chips - The chip sector faced a sharp decline, particularly with Cambrian Technology, which saw a drop of over 14% due to rumors about revenue guidance [26] - Despite a clarification from Cambrian Technology denying the rumors, the stock still ended down over 9% [26]

Core Viewpoint - The aviation equipment sector experienced a significant increase of 4.39% on February 3, with Triangular Defense leading the gains, reflecting positive market sentiment in this industry [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1]. - Triangular Defense (300775) saw a closing price of 44.13, with a remarkable increase of 17.99%, leading the sector [1]. - Other notable performers included Hangya Technology (688510) with a 14.26% increase, and Parker New Materials (605123) with a 10.00% rise [1]. Group 2: Trading Volume and Value - Triangular Defense had a trading volume of 977,300 shares and a transaction value of 4.047 billion yuan [1]. - The aviation equipment sector recorded a total net inflow of 1.714 billion yuan from main funds, while retail investors saw a net outflow of 377 million yuan [2]. Group 3: Fund Flow Analysis - Triangular Defense had a net inflow of 340 million yuan from main funds, while it experienced a net outflow of 233 million yuan from speculative funds [3]. - Hangfa Control (000738) attracted a net inflow of 308 million yuan from main funds, with a significant net outflow of 158 million yuan from speculative funds [3]. - The overall trend indicates that while main funds are entering the sector, speculative and retail investors are withdrawing [2][3].

2月3日，卫星产业午盘异动！数据显示，截至11时23分，表征板块的卫星产业ETF(159218)涨4.31%领跑 同类，信维通信、派克新材涨超10%。截至2月2日，该基金获资金年初以来累计净流入约27.2亿。 展望未来，随着国内星座建设加速、可回收火箭等技术突破，整个产业的商业化进程有望提速。卫星产 业ETF（159218）作为一键布局全产业链的核心工具，预计将持续成为资金把握太空经济时代机遇的重 要载体。 风险提示：基金有风险，投资需谨慎。 | 底是 | 代码 | | 159218成分表现 涨跌幅 | | --- | --- | --- | --- | | | 300065 | 海兰信 | 19.98% | | 2 | 300136 | 信维通信 | 10.00% | | 3 | 605123 | 派克新材 | 10.00% | | 4 | 688523 | 航天环宇 | 7.93% | | 5 | 300620 | 光库科技 | 6.6396 | | 6 | 300053 | 航宇微 | 5.92% | | 7 | 002405 | 四维图新 | 5.91% | | 8 | 601698 | #国卫通 | ...

Group 1 - The core point of the article is that Parker New Materials (sh605123) reached its daily limit up, with a price of 125.31 yuan, a 10% increase, and a total market capitalization of 15.184 billion yuan [1] Group 2 - Parker New Materials plans to issue 1.58 billion yuan in convertible bonds, with 980 million yuan allocated to an intelligent manufacturing project aimed at achieving full-process autonomy and reducing outsourcing costs by over 20% [2] - The fundraising project aligns with national policies encouraging industrial upgrades, as outlined in the "Guidance Catalog for Industrial Structure Adjustment" and other six national-level policies [2] - The company has entered the supply chains of international giants like GE Aviation and Siemens, and has collaborations in the commercial aerospace sector with Blue Arrow Aerospace and Star Glory, which enhances its capacity to quickly convert new production capacity [2] - Recent market trends show inflows into the aerospace and high-end equipment manufacturing sectors, with some stocks in these sectors performing well, creating a sectoral linkage effect [2] - The company utilized 450 million yuan to supplement working capital, which is expected to lower the debt-to-asset ratio by approximately 3 percentage points, demonstrating effective fund management [2] - Technical indicators such as the MACD forming a golden cross and breaking through the upper Bollinger Band may have attracted technical investors prior to the stock hitting its limit up [2]

Market Overview - The aviation equipment sector experienced a decline of 2.09% on February 2, with Hangfa Technology leading the drop [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] Stock Performance - Notable gainers in the aviation equipment sector included: - Parker New Material (605123) with a closing price of 113.92, up 4.46% and a trading volume of 107,200 shares, totaling 1.258 billion yuan [1] - ST Lihang (603261) closed at 30.25, up 4.42% with a trading volume of 23,100 shares, totaling 69.8655 million yuan [1] - Beimo Gaoke (002985) closed at 41.74, up 3.88% with a trading volume of 330,400 shares, totaling 1.387 billion yuan [1] - Major decliners included: - Hangfa Technology (600391) closed at 48.99, down 5.61% with a trading volume of 229,800 shares, totaling 1.156 billion yuan [2] - Hangya Technology (688510) closed at 34.93, down 4.28% with a trading volume of 65,500 shares, totaling 234 million yuan [2] - Feilihua (300395) closed at 92.00, down 4.23% with a trading volume of 197,700 shares, totaling 1.875 billion yuan [2] Capital Flow - The aviation equipment sector saw a net outflow of 712 million yuan from institutional investors, while retail investors contributed a net inflow of 348 million yuan [2] - The capital flow for specific stocks showed: - Hangfa Power (600893) had a net inflow of 1.21 billion yuan from institutional investors, but a net outflow of 1.40 billion yuan from retail investors [3] - Parker New Material (605123) experienced a net inflow of 87.0047 million yuan from institutional investors, but a net outflow of 82.5030 million yuan from retail investors [3] - Hongdu Aviation (600316) had a net inflow of 64.4350 million yuan from institutional investors, while retail investors saw a net outflow of 78.6892 million yuan [3]

Group 1 - The company, Paike New Materials (605123.SH), has announced a plan to issue convertible bonds to raise up to RMB 158 million, which will be used for high-end energy equipment manufacturing projects, a technology research institute project, and to supplement working capital [1] - The convertible bonds will be issued at a face value of RMB 100 each and will have a term of six years from the date of issuance [1] - The interest rate for the convertible bonds will be determined by the company's board of directors in consultation with the underwriters based on market conditions and company specifics [1] Group 2 - The issuance of the convertible bonds will be authorized by the company's shareholders and will target various investors, including individuals and institutions with accounts at the Shanghai branch of China Securities Depository and Clearing Corporation [2] - Paike New Materials was listed on the Shanghai Stock Exchange on August 25, 2020, with an initial public offering of 27 million shares at a price of RMB 30.33 per share, raising a total of RMB 819 million [2] - The company previously raised RMB 1.6 billion through a private placement of shares, with net proceeds of approximately RMB 1.58 billion after deducting issuance costs [3] Group 3 - The total amount raised by Paike New Materials from the two fundraising efforts is approximately RMB 2.42 billion [4]