上市满4年的福莱新材（605488.SH）拟启动第3次融资，本次计划定增7.1亿元用于扩产补流。此时其前 两次募投问题也浮出水面：IPO项目累计效益仅242.73万元，远低于承诺，还变更2亿募资用途；可转债 项目延期一年，截至今年上半年工程进度仅过半。 募投不达预期，折射了福莱新材的主业困境。受市场竞争等影响，公司扣非净利连续3年半下滑，面临 转型压力。然而在去年业绩不达标背景下，公司最新股权激励计划却降低了门槛。加上被视为转型排头 兵的"电子皮肤"业务并未出现在募投项目中，这些都为公司定增解困的前景蒙上一层阴影。 4年3次融资，前次募投不达预期 根据9月3日披露的公告，为满足公司业务发展的资金需求，增强公司资本实力，福莱新材拟向特定对象 发行股票不超过84,062,775股，募集资金不超过7.1亿元，用于"标签标识印刷材料扩产项目""电子级功 能材料扩产升级项目""研发中心升级项目"及"补充流动资金"。 值得一提的是，IPO和可转债融资中，分别有8000万元、1.17亿元用于补流，此次定增公司计划再投入 2.1亿元用于补流，占整体募资金额的25%。 尽管多次募资补流，福莱新材目前仍流动性承压。截至上半年，公 ...

长江商报消息 ●长江商报记者 潘瑞冬 功能性涂布复合材料生产商福莱新材（605488.SH）拟加码新材料升级扩产。 9月2日晚间，福莱新材发布公告称，拟向特定对象发行A股股票，募集资金总额不超过7.1亿元，用于扩 产升级以及补充流动资金。 2025年上半年，福莱新材在柔性传感器领域实现了多项技术突破与商业化进展，并与多个灵巧手和本体 机器人公司开启了批量供货。通过上述定增募投项目的建设，公司将进一步扩充产能，布局下一代产品 研发。 值得一提的是，近一年来，福莱新材搭上人形机器人概念，股价大涨247.58%。 拟定增7.1亿扩产补流 9月2日晚间，福莱新材发布公告称，拟向特定对象发行A股股票，募集资金总额不超过7.1亿元，募集资 金拟用于标签标识印刷材料扩产项目、电子级功能材料扩产升级项目、研发中心升级项目以及补充流动 资金。 此次定增项目包括拟新建标签标识印刷材料产线，全部达产后将新增年产能约77300万平方米。公司表 示，募投项目投产后，有助于公司提升市场份额，推动收入持续增长，为长期稳定发展奠定坚实基础。 福莱新材还拟新建电子级功能材料产线，全部达产后将新增年产能约3700万平方米。电子级功能材料是 福莱 ...

Group 1 - Shengtun Mining plans to repurchase shares worth between 500 million and 600 million yuan, with a maximum repurchase price of 11.82 yuan per share, aimed at employee stock ownership plans or equity incentives [1] - Kangnbei received a drug registration certificate for Linggui Shugan Granules, which is derived from traditional Chinese medicine and is used for treating phlegm and dampness due to Yang deficiency [2] - Zhangjiang Hi-Tech intends to publicly transfer 100% equity and related debts of Shanghai Jixin Rui Construction Technology Co., Ltd. with a total price not less than 151 million yuan [3] Group 2 - Shankai Intelligent won a bid for a metering device procurement project worth 13.318 million yuan from Hohhot Water Supply Company [4] - Hason Co. plans to jointly establish a supply chain company with a registered capital of 10 million yuan, in which Hason will hold a 10% stake [5] - Pudong Construction's subsidiaries won multiple major projects with a total amount of 1.271 billion yuan [6] Group 3 - Jinling Pharmaceutical received approval for the Phase III clinical trial of Olaratogrel tablets, which are used for treating moderate to severe pain associated with endometriosis [8] - Menohua's subsidiary obtained a drug registration certificate for Mosapride Citrate Tablets, aimed at improving gastrointestinal symptoms [10] - Shapuaisi's major shareholder plans to reduce holdings by up to 2% of the company's shares due to personal financial needs [11] Group 4 - Changyuan Power reported an August electricity generation of 3.771 billion kWh, a year-on-year decrease of 6.03% [15][16] - Xibu Livestock's August fresh milk production increased by 4.8% month-on-month but decreased by 7.27% year-on-year [19] - Yong'an Pharmaceutical's actual controller and chairman had their detention lifted, allowing them to resume normal duties [20] Group 5 - Jinkai Intelligent's director resigned due to work adjustments [22] - Xinhua Medical received a Class II medical device registration for an endoscope cleaning workstation [23] - Haishi Science and Technology's innovative drug HSK47388 received approval for a new indication clinical trial [25] Group 6 - Baotai Co. plans to participate in a land use rights auction in Baoji City with a starting price of 57.34 million yuan [26] - Minfeng Special Paper received a government subsidy totaling 11.2 million yuan [27] - Jiuchang Bio obtained a medical device registration for a heparin-binding protein assay kit [29] Group 7 - Jingao Technology plans to repurchase shares worth between 200 million and 400 million yuan, with a maximum price of 17.36 yuan per share [31] - Youxunda won a bid for a metering equipment project from China Southern Power Grid worth approximately 161 million yuan [32] - Qianli Technology reported an August vehicle sales increase of 168.55% year-on-year [32] Group 8 - Guangzhou Port expects an August container throughput increase of 1.2% year-on-year [32] - Kexing Pharmaceutical's GB08 injection completed the first subject enrollment for Phase II clinical trials [33] - Wu Ming Pharmaceutical plans to transfer 98.9% of its subsidiary's shares to a newly established wholly-owned subsidiary [34] Group 9 - Shanghai Electric's acquisition of K-Electric Limited shares has not yet completed the transfer [35] - Fulai New Materials plans to raise no more than 710 million yuan through a private placement [36] - Huaren Health's drug registration application for a new type of potassium ion competitive acid blocker has been accepted [37]

Core Viewpoint - The company, Fule New Materials, plans to raise up to 710 million yuan through a private placement of A-shares to fund expansion projects in label printing materials, electronic-grade functional materials, R&D center upgrades, and to supplement working capital [2]. Group 1: Fundraising and Project Allocation - The total investment for the projects is approximately 840.84 million yuan, with the raised funds allocated as follows: 243.2 million yuan for label printing materials expansion, 220.5 million yuan for electronic-grade functional materials upgrade, 36.3 million yuan for R&D center upgrades, and 210 million yuan for working capital [3]. - The electronic-grade functional materials project will be implemented in Jiaxing, Zhejiang, with an expected annual production capacity of about 37 million square meters upon completion [3][4]. Group 2: Project Details and Market Position - The electronic-grade functional materials market is dominated by international giants like 3M and Nitto Denko. The company aims to produce high-value materials such as OLED support films and folding protective films, leveraging its proprietary technologies to capture the domestic replacement market [4]. - The label printing materials expansion project is expected to add an annual production capacity of approximately 773 million square meters, including the purchase of coating machines and smart upgrades to existing production lines [4]. Group 3: R&D and Financial Performance - The R&D center upgrade will involve the establishment of a high-cleanliness laboratory and the acquisition of precision R&D equipment to enhance the development of high-end materials for OLED displays and flexible sensors [5]. - In the first half of 2025, the company reported a revenue of 1.334 billion yuan, a year-on-year increase of 15.4%, while the net profit attributable to shareholders decreased by 19.58% to 50.93 million yuan [5].

9月3日，福莱新材跌5.06%，截至发稿，报31.71元/股，成交2.51亿元，换手率2.79%，总市值88.85亿 元。 数据显示，前海开源基金旗下1只基金位居福莱新材十大流通股东。前海开源嘉鑫混合A（001765）二 季度新进十大流通股东，持有股数132.79万股，占流通股的比例为0.48%。根据测算，今日浮亏损失约 224.41万元。 资料显示，浙江福莱新材料股份有限公司位于浙江省嘉兴市嘉善县姚庄镇利群路269号，成立日期2009 年6月8日，上市日期2021年5月13日，公司主营业务涉及功能性涂布复合材料的研发、生产和销售。主 营业务收入构成为：广告喷墨打印材料46.65%，标签标识印刷材料31.42%，其他9.17%，功能基膜材料 6.94%，电子级功能材料3.95%，其他(补充)1.86%。 前海开源嘉鑫混合A（001765）成立日期2016年12月26日，最新规模3亿。今年以来收益73.01%，同类 排名183/8180；近一年收益80.86%，同类排名754/7967；成立以来收益169.57%。 从福莱新材十大流通股东角度 前海开源嘉鑫混合A（001765）基金经理为吴国清。 截至发稿，吴国 ...

中国经济网北京9月3日讯 福莱新材（605488.SH）昨日晚间披露《向特定对象发行A股股票预 案》。本次发行募集资金总额不超过人民币71,000.00万元（含本数），扣除相关发行费用后的募集资金 净额拟用于标签标识印刷材料扩产项目、电子级功能材料扩产升级项目、研发中心升级项目和补充流动 资金。 本次向特定对象发行的股票种类为境内上市人民币普通股（A股），每股面值为人民币1.00元。本 次发行采取向特定对象发行方式。 本次发行的发行对象为不超过35名符合中国证监会、上交所规定条件的特定投资者，包括符合规定 条件的证券投资基金管理公司、证券公司、财务公司、资产管理公司、保险机构投资者、信托公司、合 格境外机构投资者以及其他符合相关法律、法规规定条件的法人、自然人或其他机构投资者。最终发行 对象由公司董事会及其授权人士根据股东会授权，在公司取得中国证监会对本次发行予以注册的决定 后，与保荐人（主承销商）按照相关法律、法规和规范性文件的规定及本次发行申购报价情况，遵照价 格优先等原则协商确定。 本次发行的定价基准日为发行期首日，发行价格不低于定价基准日前20个交易日公司股票交易均价 的80%。最终发行价格将在本次发 ...

Core Viewpoint - The company, Fulei New Materials, plans to raise up to 710 million RMB through a private placement of A-shares to fund expansion projects in label printing materials, electronic-grade functional materials, and R&D center upgrades, as well as to supplement working capital [1][2]. Group 1: Fundraising and Expansion Plans - The fundraising will support the construction of a new label printing materials production line, which is expected to add an annual capacity of approximately 77.3 million square meters upon full production [1]. - The company aims to enhance its market share and sustain revenue growth through these projects, with projected revenues of 675 million RMB and 402 million RMB for the fiscal years 2024 and the first half of 2025, respectively, reflecting year-on-year growth rates of 23.53% and 27.83% [1]. - Additionally, a new electronic-grade functional materials production line is planned, which will add an annual capacity of about 37 million square meters [1]. Group 2: Business Development and Technological Advancements - Fulei New Materials is recognized as the first company in China to achieve integration of base film, adhesive, and coating in the inkjet printing composite materials industry, with products spanning various categories including advertising inkjet printing materials and electronic-grade functional materials [2]. - In the first half of 2025, the company reported a revenue of 1.334 billion RMB, a year-on-year increase of 15.40%, and a net profit attributable to shareholders of 50.93 million RMB [2]. - The company has made significant technological breakthroughs in the flexible sensor field, establishing a pilot production line and initiating bulk supply agreements with multiple robotics companies [2]. Group 3: Research and Development Initiatives - Fulei New Materials is enhancing its R&D capabilities by collaborating with the Zhejiang Tsinghua Flexible Electronics Technology Research Institute to establish a joint laboratory focused on flexible electronic skin and ultra-wide pressure sensor development [3]. - The company is committed to strengthening its technological advantages in materials, particularly in electronic-grade functional materials and flexible sensors [3].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：605488 证券简称：福莱新材 公告编号：临2025-115 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。 浙江福莱新材料股份有限公司（以下简称"公司"或"本公司"或"福莱新材"）本次向特定对象发行A股股 票方案已经公司第三届董事会第十七次会议审议通过，尚需公司股东会审议通过、经上海证券交易所 （以下简称"上交所"）审核通过及取得中国证券监督管理委员会（以下简称"中国证监会"）同意注册的 批复。 根据《国务院关于进一步促进资本市场健康发展的若干意见》（国发[2014]17号）、《国务院办公厅关 于进一步加强资本市场中小投资者合法权益保护工作的意见》（国办发[2013]110号）及《关于首发及 再融资、重大资产重组摊薄即期回报有关事项的指导意见》（证监会公告[2015]31号）等文件的相关规 定，公司就本次发行事宜对即期回报摊薄的影响进行了认真分析，并提出了具体的填补回报措施，相关 主体对公司填补回报措施能够得到切实履行作出了承诺，具体如下： 一、本次向特定对象发行 ...

福莱新材（605488）9月2日晚间公告，公司拟向特定对象发行股票募集资金总额不超过7.1亿元(含本 数)，扣除相关发行费用后的募集资金净额拟用于标签标识印刷材料扩产项目、电子级功能材料扩产升 级项目、研发中心升级项目及补充流动资金。 据福莱新材介绍，功能性涂布复合材料行业近年来受到多项政策鼓励，产业规模不断扩大，核心技术不 断突破，未来市场潜力巨大。随着电商的蓬勃发展和消费者购物习惯的转变，快递业务量持续攀升，具 有独特的防水、防潮、耐油等优势的薄膜类标签需求增长。在消费电子、汽车电子行业日益走向轻薄 化、柔性化的趋势下，电子级胶粘材料需满足优异的粘性、耐候性和绝缘性等要求，电子级保护材料需 具备卓越的抗划伤、抗冲击及耐化学腐蚀等性能，而部分高端产品仍被国外供应商垄断，国产化替代进 程亟待加快。 福莱新材通过深化与下游客户合作，挖掘客户需求，并积极开拓海外市场，实现了相关业务收入的持续 高速增长。同时，公司积极布局电子级功能材料领域，紧抓消费电子与汽车电子行业快速发展、电子级 功能材料国产替代加快的重要机遇，持续提升在该赛道中的竞争力。本次发行将有助于公司充分发挥产 业链协同与多元化应用优势，为公司把握行业 ...

福莱新材是一家专注于功能性涂布复合材料研发、生产与销售的国家高新技术企业。2025年上半年，公 司实现营业收入13.34亿元，同比增长15.40%。其中，标签标识印刷材料业务表现突出，实现营业收入 4.19亿元，同比增长28.42%；电子级功能材料业务上半年营业收入同比增长28.02%。此次募资计划也重 点围绕公司这两大板块的扩产需求展开。 9月2日晚间，浙江福莱新材（605488）料股份有限公司(以下简称"福莱新材")发布向特定对象发行A股 股票预案。预案显示，福莱新材计划募集资金总额不超过7.1亿元(含本数)，扣除相关发行费用后的募集 资金净额拟用于标签标识印刷材料扩产项目、电子级功能材料扩产升级项目、研发中心升级项目及补充 流动资金。 福莱新材相关负责人表示，这一系列举措将帮助公司更好地把握市场机遇，进一步扩大业务规模，实现 产业升级与战略拓展，最终增强核心竞争力和可持续发展能力。 中国电子商务专家服务中心副主任郭涛对《证券日报》记者表示，福莱新材此次电子级功能材料扩产升 级，不仅能快速填补自身产能缺口，满足市场增量需求，更能通过优化产品结构、提升高端产品供给能 力，深度参与消费电子与汽车电子的国产化进 ...