| 证券代码：605488 | 证券简称：福莱新材 | 公告编号：临 2025-165 | | --- | --- | --- | | 债券代码：111012 | 债券简称：福新转债 | | 关于向特定对象发行 A 股股票申请获得上海证券交易所 审核通过的公告 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。 浙江福莱新材料股份有限公司（以下简称"公司"）于 2025 年 12 月 15 日收 到上海证券交易所出具的《关于浙江福莱新材料股份有限公司向特定对象发行股 票的交易所审核意见》，具体意见如下: "浙江福莱新材料股份有限公司向特定对象发行股票申请符合发行条件、上 市条件和信息披露要求。本所将在收到你公司申请文件后提交中国证监会注册。" 公司本次向特定对象发行 A 股股票事项尚需获得中国证券监督管理委员会 （以下简称"中国证监会"）做出同意注册的决定后方可实施。最终能否获得中国 证监会同意注册的决定及其时间尚存在不确定性。公司将根据该事项的进展情况， 严格按照有关法律法规的规定和要求及时履行信息披露义务。敬请广大投资者注 意 ...

格隆汇12月16日丨福莱新材(605488.SH)公布，公司于2025年12月15日收到上海证券交易所出具的《关 于浙江福莱新材料股份有限公司向特定对象发行股票的交易所审核意见》，具体意见如下:"浙江福莱新 材料股份有限公司向特定对象发行股票申请符合发行条件、上市条件和信息披露要求。本所将在收到你 公司申请文件后提交中国证监会注册。" ...

Core Viewpoint - The company has received approval from the Shanghai Stock Exchange for its application to issue shares to specific investors, indicating compliance with issuance and listing conditions as well as information disclosure requirements [1] Group 1 - The company will submit its application documents to the China Securities Regulatory Commission (CSRC) after receiving the exchange's approval [1] - The issuance of A-shares to specific investors is contingent upon receiving consent from the CSRC for registration [1]

智通财经APP讯，福莱新材(605488.SH)发布公告，公司于2025年12月15日收到上海证券交易所出具的 《关于浙江福莱新材料股份有限公司向特定对象发行股票的交易所审核意见》，具体意见如下:"浙江福 莱新材料股份有限公司向特定对象发行股票申请符合发行条件、上市条件和信息披露要求。本所将在收 到你公司申请文件后提交中国证监会注册。" ...

福莱新材（605488）(605488.SH)发布公告，公司于2025年12月15日收到上海证券交易所出具的《关于 浙江福莱新材料股份有限公司向特定对象发行股票的交易所审核意见》，具体意见如下:"浙江福莱新材 料股份有限公司向特定对象发行股票申请符合发行条件、上市条件和信息披露要求。本所将在收到你公 司申请文件后提交中国证监会注册。" ...

Core Viewpoint - Zhejiang Fulai New Materials Co., Ltd. has received approval for its non-public stock issuance, aiming to raise up to RMB 710 million for various expansion and upgrade projects [1][3]. Group 1: Issuance Details - The company plans to issue shares to no more than 35 specific investors, including qualified institutional investors and individuals, under the regulations set by the China Securities Regulatory Commission and the Shanghai Stock Exchange [5]. - The total amount to be raised is capped at RMB 710 million, which will be allocated to projects including label printing material expansion, electronic-grade functional material upgrades, R&D center upgrades, and working capital supplementation [3][4]. - The issuance will not exceed 30% of the company's total share capital prior to the issuance, amounting to a maximum of 84,062,775 shares [6]. Group 2: Project Allocation - The funds will be distributed across several projects: - Label printing material expansion project: RMB 243.20 million - Electronic-grade functional material upgrade project: RMB 220.50 million - R&D center upgrade project: RMB 36.30 million - Working capital: RMB 210 million - Total project investment amounts to RMB 840.84 million, with the net raised funds being RMB 710 million [4]. Group 3: Control and Governance - The controlling shareholder, Xia Houjun, holds 49.02% of the company's shares and will remain the actual controller post-issuance, although their shareholding percentage will decrease [6]. - The lead underwriter for this issuance is Shenwan Hongyuan Securities Co., Ltd., with designated representatives overseeing the process [7].

Core Viewpoint - Zhejiang Fulai New Materials Co., Ltd. showcased its technological strength in flexible sensors at the Humanoids Summit in Silicon Valley, highlighting its position in the humanoid robotics industry [1] Group 1: Event Participation - The Humanoids Summit took place from December 11 to December 12, where Apex Sensing LLC, a wholly-owned subsidiary of Fulai New Materials, was the only flexible sensor supplier present [1] - The event provided a platform for Apex Sensing LLC to engage with numerous potential customers from North America and to conduct in-depth technical exchanges with leading suppliers in the humanoid robotics supply chain [1] Group 2: Product and Technology - Apex Sensing LLC's flexible sensors offer tactile perception similar to human skin, which is essential for creating high-precision and high-tactility "dexterous hands" in robots [1] - The participation in the summit allowed the company to establish high-quality potential customer contacts and secure future strategic cooperation projects, while also obtaining first-hand market feedback [1] Group 3: Market Position - The event further solidified Apex Sensing LLC's leading position in the global humanoid robotics tactile feedback technology sector [1]

Core Insights - The Humanoids Summit, a leading event in the humanoid robotics sector, took place in Silicon Valley on December 11-12, 2025, attracting nearly 2,000 professionals from major tech companies and robotics developers [1][3] Group 1: Event Overview - The summit featured prominent developers such as Agility Robotics, Apptronik, Boston Dynamics, and Sanctuary, along with representatives from the "Big Seven" tech companies including Meta, Amazon, NVIDIA, and Google [1] - Apex Sensing, a wholly-owned subsidiary of Fola New Materials, was the only flexible sensor supplier at the summit, leveraging the opportunity to engage with numerous potential clients in North America [1] Group 2: Company Developments - Apex Sensing's flexible sensors provide tactile perception similar to human skin, which is crucial for achieving high precision and dexterity in robotic hands [3] - The company successfully established high-quality potential client connections and identified future strategic cooperation projects, gaining valuable market feedback during the summit [3]

Core Insights - The chemical industry is entering a favorable phase driven by demand, value, and supply dynamics [5][6][7] - Global supply constraints and the exit of European capacities are expected to enhance the market environment for the chemical sector [7] Demand Drivers - Key opportunities identified in various sectors include: - Gas turbine upstream: companies like Zhenhua Co., Yingliu Co., Longda Co., and Wanze Co. [5] - Refrigerants and fluorinated liquids: companies such as Juhua Co., New Zhoubang, and Runhe Materials [5] - Energy storage supply chain: including Chuanheng Co., Xingfa Group, Yuntianhua, Batian Co., and others [5] - Semiconductor materials: companies like Yanggu Huatai, Wanrun Co., Dinglong Co., and others [5] Value Drivers - Potential for increased dividend yields in sectors such as: - Coal chemical: Hualu Hengsheng, Luxi Chemical, and Baofeng Energy [6] - Oil refining: Hengli Petrochemical, Satellite Chemical, and Sinopec [6] - Phosphate fertilizers: Yuntianhua, Yuntu Holdings, and others [6] Supply Drivers - Domestic anti-involution policies and the exit of European production capacities are expected to support the chemical industry: - PTA and polyester filament: companies like Xin Fengming and Tongkun Co. [7] - Tire manufacturing: including Sailun Tire, Zhongce Rubber, and others [7] Key Companies and Profit Forecasts - Selected companies with profit forecasts include: - Zhenhua Co. (Net profit forecast for 2025: 6.04 billion, PE: 21.8) [8] - Yingliu Co. (Net profit forecast for 2025: 4.08 billion, PE: 42.7) [8] - Longda Co. (Net profit forecast for 2025: 1.06 billion, PE: 34.9) [8] - Wanze Co. (Net profit forecast for 2025: 2.37 billion, PE: 32.9) [8] - Juhua Co. (Net profit forecast for 2025: 48.14 billion, PE: 24.4) [8] Industry Cycle Insights - The chemical industry is expected to enter a new cycle, with demand recovery and supply-side reforms driving growth [14][21] - The chemical price index has shown signs of recovery, indicating a potential upturn in the market [20][21]

Group 1 - The report indicates a rebound in institutional research focus on home appliances, building materials, and computers, with an increase in the number of research sessions compared to the previous week [2][12][19] - In the weekly perspective, the total number of research sessions for the entire A-share market decreased to 482, lower than 542 in the same period of 2024, indicating a continued decline in research heat [12][20] - Monthly data shows that in November, the total number of research sessions for the entire A-share market reached 2969, which is lower than 3286 in the same period of 2024, but reflects a rebound compared to previous months [20][21] Group 2 - From an individual stock perspective, companies such as Dazhu Laser, Jereh, and Fule New Materials received significant market attention, with Dazhu Laser being researched 4 times in the last week [25][28] - Over the past month, companies like Oke Yi, Huichuan Technology, and Ice Wheel Environment have also garnered considerable attention, with Oke Yi being researched 28 times [29][30] - Zhongyou Technology, focusing on intelligent logistics systems, has seen a remarkable performance with a revenue growth of 36.69% and a net profit growth of 1074.35% in the first three quarters of 2025, leading to increased institutional interest [27]