南财智讯9月23日电，派克新材公告，公司计划使用不超过30,000万元的闲置自有资金进行委托理财， 旨在提高资金使用效率和资产回报率。投资将集中在安全性高、流动性好的理财产品上，不涉及风险投 资。公司已于2025年8月29日召开第四届董事会和监事会会议审议通过此议案，无需提交股东大会审 议。同时，公司将采取多种措施控制投资风险，确保资金安全。 ...

Core Views - The report highlights the significant growth potential in the pet medical service market, driven by increasing pet ownership and the aging of pets, with a projected market size of 549 billion yuan by 2024 and a potential of 1,854 billion yuan if full coverage is achieved [6][7] - The report emphasizes the importance of national chain models in the pet medical industry, noting that the current chain rate is around 21.1%, which has room for improvement compared to the US market's 30% [7][10] - The competitive landscape is characterized by major players such as New Ruipeng, Ruipai, and Ruichen, indicating a stable market structure with a focus on operational quality and efficiency [7][10] Industry Overview - The pet medical industry is positioned at the downstream of the pet industry chain, directly interacting with pets and their owners, providing a range of services from vaccinations to surgeries [5] - The report forecasts a compound annual growth rate (CAGR) of 10.68% for the pet medical market, with expectations of reaching 1,011 billion yuan by 2030 if the pet population continues to grow at 1.5% [6][7] - The report identifies the core competencies of national chain pet medical institutions in terms of medical technology and platform management, which are crucial for providing comprehensive services and maintaining competitive advantages [8][9] Company Insights - Baoli International plans to invest in Nanjing Hongtai Semiconductor Technology Co., Ltd., reflecting confidence in the semiconductor testing equipment sector [4] - Xinda Biologics received approval for a new drug application for a diabetes treatment, indicating growth opportunities in the biopharmaceutical sector [4] - New Xiangwei's subsidiary is increasing its stake in a tech company focused on AI, showcasing strategic investments in high-growth areas [4] - Junhua Technology is expected to positively impact its financial performance through a significant procurement project with the State Grid Corporation [4]

Economic News - The Ministry of Culture and Tourism plans to launch a three-year action plan to boost cultural and tourism consumption, with over 330 million yuan in subsidies [2] - As of the end of August, China's electric vehicle charging infrastructure reached 17.348 million, a 53.5% increase year-on-year [2] - The Federal Reserve lowered the federal funds rate target range by 25 basis points to 4.00%-4.25%, marking its first rate cut since December 2024 [2] - The 12th Beijing Xiangshan Forum opened with over 1,800 participants from more than 100 countries and organizations [2] - Japan's government initiated a national AI strategy to become the most AI-friendly country globally [2] - The 9th China (Tianjin) Nucleic Acid Drug Conference was held, with significant projects signed, focusing on nucleic acid drug development [2] - BP plans to invest over £3.6 billion (approximately $5 billion) annually in the U.S. over the next five years [2] - The People's Bank of China conducted a 487 billion yuan reverse repurchase operation, with a net injection of 195 billion yuan [2] - The People's Bank of China will issue a 600 billion yuan central bank bill with a maturity of six months [2] Key Company Information - Shanghai Construction Group reported that its gold business revenue is less than 0.5% of total revenue, with minimal impact on operations [5] - Guangji Pharmaceutical received approval for the re-registration of its chemical raw material drug Vitamin B6 [5] - CATL stated that sodium-ion batteries have lower energy density than lithium-ion batteries but offer better low-temperature performance and safety [5] - Jitu Express announced a share buyback plan for up to 10% of its B shares, citing undervaluation [5] - New China Life Insurance reported a cumulative premium income of 158.086 billion yuan from January to August 2025, a 21% year-on-year increase [5] Industry Analysis - In August, domestic airlines' capacity increased by approximately 1.7% year-on-year, with a notable improvement in passenger load factor [7] - The overall passenger load factor for listed airlines improved by 0.9 percentage points year-on-year and 3.3 percentage points month-on-month in August [7] - The international route capacity for listed airlines increased by 14.6% year-on-year, with a 2.8 percentage point month-on-month improvement in load factor [9] - The release of the "Self-Discipline Convention for Air Passenger Transport" in August is expected to help stabilize the industry and improve profitability [10] - The domestic automotive market saw a production and sales increase of 8.7% and 10.1% respectively in August, with significant growth in new energy vehicles [12] - New energy vehicle sales accounted for 52.1% of total domestic vehicle sales in August, with a year-on-year increase of 18.3% [13] - The export of new energy vehicles showed strong performance, with a 19.6% year-on-year increase in August [14] - The automotive industry is experiencing a shift towards electrification and intelligent technology, with domestic brands gaining market share [16][17]

一、使用部分闲置募集资金进行现金管理到期赎回情况 证券代码：605123 证券简称：派克新材 公告编号：2025-044 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 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 2024 年 10 月 29 日召开第三届董事会第十八次会议和第三届监事会第十七次会议，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 8 亿元人民币的暂时闲置的募集资金进行现金管理，该 8 亿元额度可滚动 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：2024-047）。 2025 年 6 月 12 日，公司使用闲置募集资金人民币 20,000 万元购买了中国银 行股份有限公司的结构性存款产品，2025 年 6 月 13 日，公司使用闲置募集资金 人民币 3,000 万元购买了宁波银行股份有限公司的结构性存款产品，具体内容详 ...

无锡派克新材料科技股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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： https://roadshow.sseinfo.com/） 证券代码：605123 证券简称：派克新材 公告编号：2025-042 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 09 月 22 日(星期一) 至 09 月 26 日(星期五)16:00 前 登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 xz@wuxipaike.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行 回答。 无锡派克新材料科技股份有限公司（以下简称"公司"）已于 2025 年 08 月 30 日发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 09 月 29 日下午 14:00-15:00 举行 2025 年半年度业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 本次投资者 ...

证券代码：605123 证券简称：派克新材 公告编号：2025-043 无锡派克新材料科技股份有限公司 2025年第二次临时股东会决议公告 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： 本次会议是否有否决议案：无 一、 会议召开和出席情况 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： (一)股东会召开的时间：2025 年 9 月 16 日 (二)股东会召开的地点：公司会议室 (五)公司董事、监事和董事会秘书的出席情况 (四)表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 | 1、出席会议的股东和代理人人数 | 122 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 72,169,131 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 59.5597 | 二、 议案审议情况 (一)非累积投票议案 1、 议案名称：《关于取消监事会并修订〈公司章程〉的议案》 审议结果：通过 表决情况： ...

法律意见书 法律意见书 派克新材 &T PARTNERS =同仁律师事务所 江苏世纪同仁律师事务所 关于无锡派克新材料科技股份有限公司 2025 年 第 二 次 临 时 股 东 会 的 法 律 意 见 书 江苏世纪同仁律师事务所 关于无锡派克新材料科技股份有限公司 2025 年第二次临时股东会的法律意见书 派克新材 南 京 市 建 邺 区 贤 坤 路 江 岛 智 立 方 Ｃ 座 ４ 层 邮 编 : 210019 电 话： +86 25-83304480 传 真： +86 25-83329335 2025年8月30日,贵公司分别在《上海证券报》《证券日报》和上海证券 交易所网站(www.sse.com.cn)上刊登了《无锡派克新材料科技股份有限公司关 于召开 2025 年第二次临时股东会的通知》的公告。 上述会议通知中除载明本次股东会的召开时间、地点、股权登记日、会议召 集人、股东出席会议的登记手续等事项外,还提供了网络投票方式,载明了参与 网络投票的具体操作流程等内容。 经查,贵公司在本次股东会召开 15 日前刊登了会议通知。 致:无锡派克新材料科技股份有限公司 根据《中华人民共和国公司法》《中华人民共和国证 ...

Core Viewpoint - Parker New Material's stock price has shown a significant increase of 35.70% year-to-date, indicating strong market performance despite recent fluctuations in trading volume and net capital outflow [2][1]. Company Overview - Parker New Material, established on June 29, 2006, and listed on August 25, 2020, is located in Wuxi, Jiangsu Province, China. The company specializes in the research, production, and sales of metal forgings [2]. - The company's revenue composition includes: 38.84% from power forgings, 24.63% from aerospace forgings, 16.15% from petrochemical forgings, 9.69% from scrap sales, 9.39% from other forgings, 1.16% from entrusted processing, 0.12% from entrusted research and testing, and 0.02% from other income [2]. Financial Performance - For the first half of 2025, Parker New Material achieved operating revenue of 1.778 billion yuan, representing a year-on-year growth of 8.08%. The net profit attributable to shareholders was 175 million yuan, reflecting a growth of 6.19% [2]. - Since its A-share listing, the company has distributed a total of 399 million yuan in dividends, with 312 million yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Parker New Material was 14,800, a decrease of 1.72% from the previous period. The average circulating shares per person increased by 1.75% to 8,198 shares [2]. - Among the top ten circulating shareholders, Guotou Ruijin National Security Mixed A ranked fourth with 2.109 million shares, an increase of 387,000 shares from the previous period. Hong Kong Central Clearing Limited ranked sixth with 861,800 shares, a decrease of 294,300 shares [3].

Group 1 - Parker New Material's stock price dropped by 5.02% to 72.02 CNY per share, with a trading volume of 136 million CNY and a turnover rate of 1.52%, resulting in a total market capitalization of 8.727 billion CNY [1] - The company, established on June 29, 2006, and listed on August 25, 2020, specializes in the research, production, and sales of metal forgings [1] Group 2 - The top circulating shareholder of Parker New Material is the Guotou Ruijin Fund, which increased its holdings in the Guotou Ruijin National Security Mixed A Fund (001838) by 387,000 shares in the second quarter, bringing the total to 2.109 million shares, accounting for 1.74% of circulating shares [2] - The Guotou Ruijin National Security Mixed A Fund has a current scale of 2.525 billion CNY, with a year-to-date return of 17.33% and a one-year return of 44.56% [2] - The fund manager, Li Xuan, has been in charge for 9 years and 279 days, with the fund's total asset scale at 4.265 billion CNY [2]

Group 1 - The core point of the article is the announcement by Parker New Materials regarding a change in its continuous supervision sponsor representative, with Meng Shuo appointed to replace Miao Tao [2] Group 2 - CITIC Securities has assigned Meng Shuo to continue the sponsorship duties for Parker New Materials [2] - This change in personnel is part of the company's ongoing compliance with regulatory requirements [2]