Group 1 - The core point of the article highlights the recent performance of Fulei New Materials, with a stock price increase of 5.01% to 32.51 CNY per share, a trading volume of 145 million CNY, and a total market capitalization of 9.11 billion CNY [1] - Fulei New Materials, established on June 8, 2009, and listed on May 13, 2021, specializes in the research, production, and sales of functional coating composite materials [1] - The company's main business revenue composition includes: advertising inkjet printing materials (46.65%), label printing materials (31.42%), other materials (9.17%), functional base film materials (6.94%), electronic-grade functional materials (3.95%), and others (1.86%) [1] Group 2 - The data indicates that the Oriental Alpha Fund has entered the top ten circulating shareholders of Fulei New Materials, holding 1.9064 million shares, which accounts for 0.69% of the circulating shares [2] - The Oriental Alpha Preferred Mixed A Fund (007518) has achieved a year-to-date return of 54.5%, ranking 918 out of 8154 in its category, and a one-year return of 52.66%, ranking 926 out of 8046 [2] - The fund manager, Zhou Mi, has a tenure of 7 years and 243 days, with a total fund asset size of 3.038 billion CNY and a best fund return of 112.22% during his tenure [2]

Core Viewpoint - Fulei New Materials (605488.SH) reported a decline in institutional ownership in its Q3 2025 report, with a total of 8 institutional investors holding 27.32 million shares, representing 9.75% of the total share capital, a decrease of 1.49 percentage points from the previous quarter [1] Institutional Investors - A total of 8 institutional investors disclosed their holdings in Fulei New Materials, with a combined shareholding of 27.32 million shares, accounting for 9.75% of the total share capital [1] - The institutional ownership decreased by 1.49 percentage points compared to the previous quarter [1] Public Funds - Three public funds increased their holdings compared to the previous period, with a total increase in shareholding of 0.52% [1] - One new public fund disclosed its holdings this quarter, namely Zhezhang Smart Selection Leading Three-Year Holding Period A [1] - A total of 36 public funds did not disclose their holdings this quarter, including notable funds such as Qianhai Kaiyuan Jiaxin Mixed A and Huafu Technology Momentum Mixed A [1]

Group 1 - The core point of the article is that Fulei New Materials (SH 605488) held its 20th meeting of the 3rd Board of Directors on October 29, 2025, to review the proposal for the Q3 2025 report [1] - For the first half of 2025, the revenue composition of Fulei New Materials shows that functional coating composite materials accounted for 98.14%, while other businesses made up 1.86% [1]

每经头条（nbdtoutiao）——多地出现"负电价"，既然卖电"不挣钱"，为何电厂不愿停机？ （记者 贾运可） 每经AI快讯，福莱新材（SH 605488，收盘价：30.96元）10月31日发布三季度业绩公告称，2025年前三 季度营收约20.97亿元，同比增加18.09%；归属于上市公司股东的净利润约6460万元，同比减少7.83%。 ...

格隆汇10月30日丨福莱新材(605488.SH)发布三季报，2025年前三季度实现营业总收入20.97亿元，同比 增长18.09%；归属母公司股东净利润6460万元，同比下降7.83%；基本每股收益为0.23元。 ...

Core Insights - The company reported a revenue of 2.097 billion yuan and a net profit of 64.6 million yuan for the first three quarters of 2025, with a significant increase in Q3 revenue and net profit compared to the previous year [1] - The growth in performance is attributed to the expansion of revenue scale, steady increase in gross profit, and additional government subsidies [1] - 2025 marks a year of full capacity release for the company, which is enhancing its core competitive advantages through an integrated strategy in film, glue, and coating industries [1] Financial Performance - In Q3 2025, the company achieved a revenue of 762 million yuan, representing a year-on-year growth of 23.12%, and a net profit of 13.67 million yuan, up 102.23% year-on-year [1] - The overall revenue for the first three quarters was 2.097 billion yuan, with a net profit of 64.6 million yuan [1] Strategic Initiatives - The company is focusing on industry integration and application diversification to reduce production costs and enhance product delivery stability and flexibility [1] - It is actively expanding its business by deepening cooperation with downstream customers and exploring overseas markets, particularly in the film label sector [1] - The company is also positioning itself in the rapidly growing consumer electronics and automotive electronics sectors, aiming to enhance its competitiveness in electronic-grade functional materials [1] Capital Raising - The company announced a 710 million yuan private placement that has been accepted by the Shanghai Stock Exchange, aimed at funding expansion projects in label printing materials, electronic-grade functional materials, and upgrading its R&D center [2] - This capital raise is expected to support the company's strategic initiatives, allowing it to capitalize on industry trends and expand market share [2]

北京君合（杭州）律师事务所 关于浙江福莱新材料股份有限公司 2023 年限制性股票激励计划预留授予（第一批次）部分 第二个解除限售期解除限售条件成就的 法律意见书 二零二五年十月 1 北京君合（杭州）律师事务所 关于浙江福莱新材料股份有限公司 2023 年限制性股票激励计划预留授予（第一批次）部分 第二个解除限售期解除限售条件成就的 法律意见书 致：浙江福莱新材料股份有限公司 北京君合（杭州）律师事务所（以下简称"君合"或"本所"）为具有从事 法律业务资格的律师事务所。本所接受浙江福莱新材料股份有限公司（以下简称 "福莱新材"或"公司"）的委托，担任福莱新材 2023 年限制性股票激励计划 （以下简称"本次激励计划"）的专项法律顾问，就本次激励计划预留授予（第 一批次）部分第二个解除限售期解除限售条件已经成就（以下简称"本次解除限 售"）出具本法律意见书。 本法律意见书根据《中华人民共和国公司法》（以下简称"《公司法》"）、 《中华人民共和国证券法》（以下简称"《证券法》"）、《上市公司股权激励 管理办法》（以下简称"《管理办法》"）及其他有关法律、法规和规范性文件 的规定和《浙江福莱新材料股份有限公司章程》 ...

Group 1 - The core viewpoint of the article is that 福莱新材 has released its third-quarter report, showing a mixed performance with revenue growth but a decline in net profit [1] Group 2 - The company's revenue for the first three quarters reached 2,096,699,535.89 yuan, representing an increase of 18.09% year-on-year [1] - The net profit attributable to shareholders of the listed company was 64,599,978.51 yuan, which is a decrease of 7.83% compared to the previous year [1] Group 3 - Among the top ten circulating shareholders, new entrants include Hong Kong Central Clearing Limited, China Merchants Bank Co., Ltd. - Dongfang Alpha Preferred Mixed Fund, and Qianhai Life Insurance Co., Ltd. - Dividend Insurance Products [1]

证券代码：605488 证券简称：福莱新材 公告编号：临 2025-147 债券代码：111012 债券简称：福新转债 浙江福莱新材料股份有限公司 关于 2023 年限制性股票激励计划 预留授予（第一批次）部分第二个解除限售期 解除限售条件成就暨上市的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 本次股票上市类型为股权激励股份；股票认购方式为网下，上 市股数为42,000股。 本次股票上市流通总数为42,000股。 本次股票上市流通日期为2025 年 11 月 5 日。 一、公司 2023 年限制性股票激励计划（以下简称"本激励计划"、"本次激励 计划"或"《激励计划》"）批准及实施情况 （一）已履行的审批程序 1、2023 年 6 月 25 日，公司召开第二届董事会第二十四次会议，审议通过了 《关于公司<2023 年限制性股票激励计划（草案）>及其摘要的议案》《关于公司 <2023 年限制性股票激励计划实施考核管理办法>的议案》《关于提请股东大会授权 董事会办理公司股权激励计划相关事项的议案》，公 ...

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： 一、使用闲置募集资金进行现金管理的审议情况 浙江福莱新材料股份有限公司 关于部分闲置募集资金购买理财产品到期赎回的公告 | 证券代码：605488 证券简称：福莱新材 | 公告编号：临 2025-149 | | --- | --- | | 债券代码：111012 债券简称：福新转债 | | 1 赎回理财产品名称：共赢智信汇率挂钩人民币结构性存款 A14716 期 本次赎回金额：5,000 万元人民币 元，使用向不特定对象发行可转换公司债券暂时闲置募集资金不超过 1 亿元）。 具体内容详见公司于 2025 年 7 月 2 日在上海证券交易所披露的《福莱新材关于 增加使用部分闲置募集资金进行现金管理的公告》。 二、前次使用部分闲置募集资金购买理财产品到期赎回的情况 公司于 2025 年 10 月 11 日通过中信银行股份有限公司购买理财产品 5,000 万元人民币，公司已于 2025 年 10 月 30 日收回上述理财本金并获得收益，具体 到期赎回情况如下： | 购买 ...