Core Viewpoint - The company emphasizes the importance of research and innovation, focusing on flexible sensors as a strategic core direction, with a significant increase in R&D investment [1] R&D Investment - R&D expenses in the first three quarters have shown a significant year-on-year increase, with investments directed towards robotic touch, industrial detection sensor systems, and consumer electronics [1] Team Expansion - The flexible sensor R&D team has rapidly expanded, doubling in size and attracting experts in the sensor field and AI algorithm models, ensuring a strong technical foundation and practical experience [1] Technical Achievements - The team has successfully overcome multiple technical challenges in the sensor domain, showcasing their deep technical accumulation and rich practical experience [1]

人民财讯11月27日电，福莱新材（605488）11月27日在机构路演活动表示，公司自主研发的"电子皮 肤"产品已完成多次迭代并实现批量供货，顺利完成从材料供应商向智能传感解决方案提供商的转型， 在智能感知与智能制造新赛道中开辟出第二增长曲线。 公司的第三代触觉传感系统实现了从"原始数据"到"智能知觉"的飞跃，触觉传感器不再仅仅是"数据搬 运工"，而是成为"触觉智能核心"。 ...

Core Viewpoint - The company, Fola New Materials (605488.SH), has successfully transitioned from a material supplier to a provider of intelligent sensing solutions with its self-developed "electronic skin" products, which have undergone multiple iterations and are now in mass production [1] Group 1: Product Development and Market Position - The company has developed products such as "integrated sensing" and "algorithm empowerment," which are crucial for enabling dexterous operations and safe interactions in robotic applications [1] - The high-performance tactile sensing technology targets applications in high-end manufacturing, allowing humanoid robots and dexterous hands to perform precise assembly tasks previously only achievable by human hands [1] - The company has established partnerships with dozens of domestic and international clients, some of whom have explicitly requested bulk orders [1] Group 2: Market Expansion and Strategy - The company has set up a wholly-owned subsidiary, Apex Sensing LLC, in California, USA, to establish a business and technical team, marking progress in securing small batch orders in the North American market [1] - North American clients are particularly focused on the consistency, reliability, lifespan, and signal drift of products, as they are engaged in advanced research on global artificial general intelligence (AGI) [1] - The company's products are designed to provide the most reliable data for robotic brains, enhancing the interaction capabilities of robots with humans [1]

Core Points - The stock of Fulei New Materials fell by 5% to 32.28 CNY per share, with a trading volume of 348 million CNY and a turnover rate of 3.85%, resulting in a total market capitalization of 9.045 billion CNY [1] Company Overview - Fulei New Materials Co., Ltd. is located in Jiaxing City, Zhejiang Province, and was established on June 8, 2009. The company was listed on May 13, 2021. Its main business involves the research, production, and sales of functional coating composite materials [1] - The revenue composition of the company includes: 46.65% from advertising inkjet printing materials, 31.42% from label printing materials, 9.17% from other sources, 6.94% from functional base film materials, 3.95% from electronic-grade functional materials, and 1.86% from other supplementary materials [1] Shareholder Information - The Oriental Alpha Fund has a position in Fulei New Materials, with its fund, Oriental Alpha Preferred Mixed A (007518), entering the top ten circulating shareholders in the third quarter, holding 1.9064 million shares, which accounts for 0.69% of the circulating shares. The estimated floating loss today is approximately 3.2409 million CNY [2][4] - The fund was established on September 12, 2019, with a latest scale of 128 million CNY. Year-to-date returns are 42.66%, ranking 1169 out of 8130 in its category, while the one-year return is 45.95%, ranking 1058 out of 8054 [2] Fund Manager Information - The fund manager of Oriental Alpha Preferred Mixed A is Zhou Mi, who has been in the position for 7 years and 270 days. The total asset scale of the fund is 6.989 billion CNY, with the best fund return during the tenure being 112.22% and the worst being -5.86% [3]

Core Viewpoint - Fule New Materials (605488) announced that it has not provided guarantees for its controlling shareholders, actual controllers, or their related parties, and there are no overdue guarantees [1] Group 1 - The company confirmed that it does not have any overdue guarantees [1]

| 证券代码：605488 证券简称：福莱新材 | 公告编号：临 2025-161 | | --- | --- | | 债券代码：111012 债券简称：福新转债 | | 本次发行的可转债存续期为自发行之日起 6 年，即自 2023 年 1 月 4 日至 2029 年 1 月 3 日。债券利率为第一年 0.40%、第二年 0.60%、第三年 1.20%、第四年 1 浙江福莱新材料股份有限公司 关于不提前赎回"福新转债"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： 浙江福莱新材料股份有限公司（以下简称"公司"或"福莱新材"）股票自 2025 年 11 月 6 日至 2025 年 11 月 26 日期间，已连续十五个交易日中有十五个 交易日的收盘价不低于当期转股价格 9.56 元/股的 130%（即 12.43 元/股），已触 发"福新转债"的有条件赎回条款。公司董事会决定本次不行使"福新转债"的提前 赎回权利，不提前赎回"福新转债"。 未来三个月内（即 2025 年 11 月 27 日至 2026 年 ...

经中国证券监督管理委员会出具的《关于核准浙江福莱新材料股份有限公司 公开发行可转换公司债券的批复》（证监许可[2022]2891 号）的核准，公司于 2023 年 1 月 4 日公开发行了 429.018 万张可转换公司债券，每张面值 100 元，发行总 额 42,901.80 万元。 本次发行的可转债存续期为自发行之日起 6 年，即自 2023 年 1 月 4 日至 2029 年 1 月 3 日。债券利率为第一年 0.40%、第二年 0.60%、第三年 1.20%、第 四年 1.80%、第五年 2.50%、第六年 3.00%。 （二） 可转债上市情况 申万宏源证券承销保荐有限责任公司 关于浙江福莱新材料股份有限公司 不提前赎回"福新转债"的核查意见 申万宏源证券承销保荐有限责任公司（以下简称"保荐人"）作为浙江福莱 新材料股份有限公司（以下简称"福莱新材""公司"）公开发行可转换公司债 券的持续督导保荐人，根据《中华人民共和国证券法》《证券发行上市保荐业务 管理办法》《上海证券交易所股票上市规则》《上海证券交易所上市公司自律监管 指引第 12 号——可转换公司债券》和《上海证券交易所上市公司自律监管指引 第 ...

| 证券代码：605488 | 证券简称：福莱新材 公告编号：临 2025-162 | | --- | --- | | 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 关于召开 2025 年第三季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： 会议召开时间：2025 年 12 月 04 日（星期四）14:00-15:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 11 月 27 日（星期四）至 12 月 03 日（星期三）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 zqsw@fulai.com.cn 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。 浙江福莱新材料股份有限公司（以下简称"公司"）已于 2025 年 10 月 31 日 发布公司 ...

| 对外担保逾期的累计金额（万元） | 0.00 | | --- | --- | | 截至本公告日上市公司及其控股 | 96,730.00 | | 子公司对外担保总额（万元） | | | 对外担保总额占上市公司最近一 | 67.88 | | 期经审计净资产的比例（%） | | | 证券代码：605488 证券简称：福莱新材 | 公告编号：临 2025-163 | | --- | --- | | 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 关于为控股子公司提供担保的进展公告 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： 担保对象及基本情况 | | | 被担保人名称 本次担保金额 | 烟台富利新材料科技有限公司（以 下简称"烟台富利"） 10,000.00 | 万元 | | | --- | --- | --- | --- | --- | --- | | 担 | 保 对 | 实际为其提供的担保余额 | | | | | 象 | | | 71,307.74 | 万元 | | | | ...

Group 1: Market Trends and Investment Opportunities - Multiple chip-related ETFs and AI-focused ETFs have been approved, indicating regulatory support for strategic emerging industries, which is expected to attract more capital into the market [1] - The 2026 A-share market outlook is optimistic, with expectations of a "confidence reassessment bull market" and a recovery in corporate earnings after a downward cycle from 2022 to 2024 [2][3] - Key sectors to watch include AI, semiconductor, and international cooperation, with potential for earnings to exceed expectations [2][3] Group 2: Robotics Industry Insights - 2026 is projected to be the year of mass production for domestic humanoid robots, with significant technological advancements and supply chain improvements [4][6] - Companies like Tesla and XPeng are making strides in humanoid robot development, with XPeng's new robot showcasing advanced technology and integration capabilities [5][6] - The IPO of Yushu, a notable player in the robotics sector, is expected to boost the industry and attract attention to its supply chain and strategic partnerships [6] Group 3: Electronic Skin Technology - Electronic skin technology is crucial for humanoid robots, enabling tactile perception and interaction, with various sensor types being explored [7][8] - The market for flexible tactile sensors is dominated by foreign companies, but domestic firms are rapidly closing the gap due to policy support and manufacturing capabilities [8][9] - Key companies in the electronic skin space include Fulei New Materials and Hanwei Technology, which are advancing their technologies and expanding production capabilities [9] Group 4: Solid-State Battery Development - The dry film formation process is becoming the mainstream method for solid-state battery production, offering advantages in cost and efficiency [10][11] - Various dry film formation technologies are being explored, each with unique benefits and suitable applications [11] - Investment recommendations focus on solid-state battery equipment suppliers and related technology firms, highlighting the growing importance of this sector [11]