格隆汇10月14日丨派克新材(605123.SH)在互动平台表示，公司是聚变产业联盟会员单位，为BEST项目 用真空室、屏蔽包层、偏滤器、第一壁等关键部件进行了材料研发和产品提供。 ...

Core Viewpoint - Parker New Materials (605123.SH) is a member of the Fusion Industry Alliance and has contributed to the BEST project by developing materials and providing products for key components such as vacuum chambers, shielding blankets, filters, and first walls [1] Group 1 - The company is involved in the fusion industry, indicating a focus on advanced energy solutions [1] - Parker New Materials has engaged in material research and product provision for critical components in fusion technology [1]

每经AI快讯，10月14日，派克新材（605123）在互动平台表示，公司是聚变产业联盟会员单位，为 BEST项目用真空室、屏蔽包层、偏滤器、第一壁等关键部件进行了材料研发和产品提供。 ...

Core Points - The company announced a cash dividend of 0.5 CNY per share for the first half of 2025, totaling 60,585,446 CNY based on a total share capital of 121,170,892 shares [2][4] Distribution Plan - The dividend distribution is based on the total share capital as of the record date, with all shareholders registered in the China Securities Depository and Clearing Corporation Limited Shanghai Branch eligible for the distribution [3][4] - The distribution will be executed through the China Securities Depository and Clearing Corporation, with shareholders who have completed designated transactions able to receive their cash dividends on the payment date [5] Taxation Details - For individual shareholders holding unrestricted shares, dividends are subject to a 20% personal income tax, with different tax treatments based on the holding period [7][8] - For qualified foreign institutional investors (QFII), a 10% withholding tax applies, resulting in a net cash dividend of 0.45 CNY per share [9] - Other institutional investors are responsible for their own tax payments, with a gross dividend of 0.5 CNY per share [9]

证券日报网讯 10月13日晚间，派克新材发布2025年半年度权益分派实施公告称，公司2025年半年度利 润分配方案为A股每股现金红利0.5元（含税），股权登记日为2025年10月20日，除权（息）日及现金红 利发放日均为2025年10月21日。 （文章来源：证券日报） ...

Core Insights - The report highlights a steady growth in China's foreign trade, with a total import and export value of 33.61 trillion yuan in the first three quarters of 2025, marking a year-on-year increase of 4% [2] - The storage industry is experiencing significant price increases, particularly for DDR4 products, due to supply shortages as major manufacturers cease production [2] - The automotive market is expected to maintain stable growth in Q4 2025, driven by new energy vehicle tax incentives and seasonal demand [2] - China's express delivery volume has surpassed 150 billion packages, indicating robust logistics activity [2] - The Haier Group and Alibaba have signed a strategic cooperation agreement focusing on AI and cloud technologies [3] - Foxconn plans to invest 1.7 billion USD in Tamil Nadu, India, creating 14,000 jobs [3] Industry Summaries Coal Industry - The coal industry is witnessing an increase in coking coal prices, with the comprehensive coking coal price index reaching 1424.51 yuan/ton, a month-on-month increase of 4.64% [5] - Coking coal inventory at three major ports has risen, while steel mills' coking coal inventory has decreased, indicating a shift in supply dynamics [5][6] - The average utilization rate of independent coking enterprises has increased to 75.43%, reflecting improved production efficiency [6] - In August, coking coal production rose to 42.597 million tons, while pig iron and crude steel production saw declines [7] - Domestic thermal coal prices have increased, while international prices from Australia, South Africa, and Europe have decreased [10] Semiconductor and AI Industry - Companies like 崇达技术 are advancing in AI computing capabilities and expanding their global supply capacity [4] - 兆易创新 has established a joint laboratory focusing on digital energy solutions for emerging markets [4] Retail and Consumer Goods - 永辉超市 plans to launch 60 private label products this year, aiming for 500 by 2029, with a goal of achieving 100 "billion-level" products in three years [4]

证券代码：605123 证券简称：派克新材 公告编号：2025-049 无锡派克新材料科技股份有限公司 2025年半年度权益分派实施公告 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： 每股分配比例 A 股每股现金红利0.5元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/10/20 | － | 2025/10/21 | 2025/10/21 | 差异化分红送转： 否 一、 通过分配方案的股东会届次和日期 无锡派克新材料科技股份有限公司2025 年 5 月 19 日的2024年年度股东会审议通过了《关 于提请股东会授权董事会制定中期分红方案的议案》，同意董事会在满足授权条件下进行中期 分红。2025 年 8 月 29 日召开第四届董事会第四次会议，审议通过了本次中期利润分配方案。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 ...

无锡派克新材料科技股份有限公司2025年第三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 (一)股东会召开的时间：2025年10月10日 证券代码：605123 证券简称：派克新材 公告编号：2025-048 ■ (四)表决方式是否符合《公司法》及《公司章程》的规定，股东会主持情况等。 本次会议由公司董事会召集，董事长是玉丰主持，本次会议采取现场投票及网络投票相结合的方式召开 并表决。会议的召开和表决均符合《公司法》《公司章程》等相关法律法规的规定。 (五)公司董事和董事会秘书的出席情况 1、公司在任董事5人，出席5人，其中2人是上市公司独立董事； 2、董事会秘书出席了会议；其他高管均列席会议。 二、议案审议情况 (二)股东会召开的地点：公司会议室 (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)非累积投票议案 1、议案名称：《关于为全资子公司提供担保及运营期流动性支持函的议案》 ■ (三)关于议案表决的 ...

Core Insights - The report highlights the ongoing trends in various industries, particularly focusing on the impact of government policies on sectors such as lithium batteries, transportation, and construction materials [3][6][7]. Industry Updates - The Ministry of Commerce announced export controls on lithium batteries and artificial graphite materials starting November 8, 2025, requiring licenses for exports of lithium-ion batteries with energy densities of 300Wh/kg or more [3]. - The Ministry of Transport reported that the U.S. will impose additional port service fees on Chinese-owned vessels from October 14, 2025, which could severely disrupt Sino-U.S. maritime trade [3]. - The Ministry of Industry and Information Technology, along with other departments, will adjust the technical requirements for energy-saving and new energy vehicles starting January 1, 2026, to align with industry advancements [3]. - The National Development and Reform Commission and the State Administration for Market Regulation issued guidelines to combat price disorder in key industries, emphasizing the need for reasonable pricing and regulatory enforcement [3]. - The China Logistics and Purchasing Federation reported a slight increase in the warehousing index to 49.6% in September, indicating a recovery in warehousing activities as demand rises [3][4]. Company Highlights - Jiangfeng Electronics (300666.SZ) is experiencing steady growth in its target material business, with an anticipated increase in component production [6]. - Jinkang Technology has successfully implemented "industrial embodied intelligence" at Xingfa Group, achieving over 90% efficiency improvement and a 60% reduction in construction costs [5]. - CATL's intelligent skateboard chassis technology service provider completed a financing round exceeding 2 billion yuan, with a post-financing valuation exceeding 10 billion yuan [5]. - Youyan New Materials expects a significant increase in net profit for the first three quarters of 2025, projecting a year-on-year growth of 101% to 127% [5]. Construction Industry Insights - The "Construction Materials Industry Stabilization Growth Work Plan (2025-2026)" emphasizes digitalization, green transformation, and high standards, while reducing the focus on traditional investment due to ongoing challenges in the real estate sector [7][8]. - The plan aims to optimize supply-side capabilities by promoting the elimination of outdated production capacity and enhancing the development of advanced inorganic non-metallic materials [8][9]. - New consumer demands for green building materials and high-end materials are being addressed, with policies to support the promotion of green materials and their integration into consumption incentives [9][10]. - The report indicates a shift towards high-quality development in the construction materials sector, marking a transition from traditional growth models to a focus on innovation and sustainability [11][12].

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 第三次临时股东会的法律意见书 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 法律意见书 派克新材 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 年第三次临时股东会的法律意见书 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》《中华人民共和国证券法》和中国证监会《上 市公司股东会规则》等法律、法规和规范性文件以及《无锡派克新材料科技股份 有限公司章程》(以下简称《公司章程》)的规定,本所受贵公司董事会的委托, 指派本所律师出席贵公司 2025 年第三次临时股东会,并就本次股东会的召集、 召开程序、出席会议人员资格、召集人资格、表决程序以及表决结果的合法有效 性等事项出具法律意见。 为出具本法律意见书,本所律师对本次股东会所涉及的有关事项进行了审查, 查阅了本所律师认为出具法律意见所必须查 ...