| 证券代码：605488 | 证券简称：福莱新材 | 公告编号：临 2025-124 | | --- | --- | --- | | 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 年半年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： 1 会议召开时间：2025 年 09 月 25 日(星期四) 13:00-14:30 会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow.ss einfo.com/） 会议召开方式：上证路演中心视频录播和网络互动 投资者可于 2025 年 09 月 18 日(星期四)至 09 月 24 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。 （一）会议召开时间：2025 年 09 月 25 日（星期四）13:00-14:30 （二）会议召开地点： ...

Core Viewpoint - Fuhai New Materials (605488.SH) announced the completion of a share reduction plan by Jingqu Management Company, which involved a total reduction of 3.7266 million shares, representing 1.33% of the company's total equity [1] Summary by Relevant Sections - **Share Reduction Details** - Jingqu Management Company reduced its holdings by 3.7266 million shares, which is 1.33% of the total share capital [1] - The reduction included 2.802 million shares sold through centralized bidding, accounting for 1.00% of the total share capital [1] - An additional 924,600 shares were sold via block trading, representing 0.33% of the total share capital [1] - **Context of Share Capital** - The shareholding percentages are based on the company's total share capital of 280,209,565 shares as of September 15, 2025 [1] - The total share capital is subject to change due to the ongoing conversion period of the company's convertible bonds [1]

减持计划的实施结果情况 | 证券代码：605488 | 证券简称：福莱新材 | 公告编号：临 2025-125 | | --- | --- | --- | | 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 股东减持股份结果公告 本公司董事会、全体董事及相关股东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： 股东持股的基本情况 本次减持股份计划实施前，嘉兴市进取企业管理合伙企业（有限合伙）（以 下简称"进取管理公司"）直接持有浙江福莱新材料股份有限公司（以下简称"公 司"）股份 15,050,000 股，占公司总股本的 5.34%（因公司可转债处于转股期， 股本总数持续变化，此持股比例根据公司 2025 年 7 月 15 日总股本 282,012,006 股计算得出）。 2025 年 7 月 17 日，公司在上海证券交易所网站披露了《福莱新材股东集中 竞价及大宗交易减持股份计划公告》（公告编号：临 2025-099），进取管理公司 因个人资金需求，计划自前述公告披露之日起 15 个交易日后的 3 ...

| 交易日期 | 证券高核 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 图出露业窗 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-09-16 | 福豪新材 | 605488 | 31.12 | 622.4 | 20 | 国泰海通证券股份 | 中信证券股份有限 | 播 | | | | | | | | 有限公司深圳南山 | 公司上海漂阳路道 | | | | | | | | | 配分还有含业部 | 發電並監 | | | 2025-09-16 | 福斯斯材 | 605488 | 31.12 | 311.2 | 10 | 国海证券股份有限 公司机构席位 | 中信证券股份有限 公司上海濠阳路证 | 香 | | | | | | | | | 好营业感 | | | 2025-09-16 | 福豪新材 | 1991 01212 605488 | 22:544 31.12 | 229.04 | - 16.00 7.36 | 机构专用 | 中信证券股份有限 公司上海源阳路设 | 종 | ...

Group 1 - The core viewpoint of the news is that Fulei New Materials has seen a significant increase in stock price, rising by 5.12% to reach 35.95 yuan per share, with a trading volume of 502 million yuan and a turnover rate of 5.15%, resulting in a total market capitalization of 10.074 billion yuan [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 other supplementary materials (1.86%) [1] Group 2 - Qianhai Kaiyuan Jiaxin Mixed A Fund (001765) has entered the top ten circulating shareholders of Fulei New Materials, holding 1.3279 million shares, which accounts for 0.48% of the circulating shares, with an estimated floating profit of approximately 2.3238 million yuan [2] - The Qianhai Kaiyuan Jiaxin Mixed A Fund was established on December 26, 2016, with a latest scale of 300 million yuan, achieving a year-to-date return of 82.09% and a one-year return of 91.63% [2] - The fund manager, Wu Guoqing, has a tenure of 9 years and 360 days, with a total fund asset scale of 5.333 billion yuan, achieving the best fund return of 395.09% during his tenure [3]

Group 1 - A total of 67 stocks experienced block trading on September 15, with a total transaction value of 2.22 billion yuan [1] - The top three stocks by transaction value were Hangzhou Steel (2.5 billion yuan), Guangqi Technology (2.23 billion yuan), and Demingli (2.04 billion yuan) [1] - Among the stocks, 10 were traded at par, 4 at a premium, and 53 at a discount; Zhejiang Meida, SF Holding, and HNA Technology had the highest premium rates of 9.04%, 7.06%, and 1.35% respectively [1] Group 2 - The top stocks by institutional buying were Hangzhou Steel (250 million yuan), Jiangsu Leili (198 million yuan), and Haiguang Information (106 million yuan) [2] - Other notable institutional purchases included Caida Securities (63.6 million yuan), BGI (25 million yuan), and Ningde Times (20.9 million yuan) [2] Group 3 - The top stocks by institutional selling included Xinyi Technology (21 million yuan), Ningde Times (20.9 million yuan), and BYD (20.8 million yuan) [3]

Group 1 - On September 15, 2025, Fule New Materials conducted a block trade of 226,000 shares, with a transaction amount of 7.0331 million yuan, accounting for 0.75% of the total transaction volume for the day [1] - The transaction price was 31.12 yuan, which represents a discount of 9.01% compared to the market closing price of 34.2 yuan [1] Group 2 - The block trade involved multiple transactions, with the largest being 298.75 thousand yuan executed by CITIC Securities at its headquarters [2] - Other transactions included amounts of 202.28 thousand yuan, also executed by CITIC Securities and other institutions [2]

Group 1 - The core viewpoint of the news is that Fulei New Materials has seen a significant stock price increase of 5.2%, reaching 32.80 CNY per share, with a trading volume of 284 million CNY and a turnover rate of 3.21%, resulting in a total market capitalization of 9.191 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 main revenue composition of Fulei New Materials includes: 46.65% from advertising inkjet printing materials, 31.42% from label printing materials, 9.17% from other sources, 6.94% from functional base films, 3.95% from electronic-grade functional materials, and 1.86% from other supplementary materials [1] Group 2 - From the perspective of fund holdings, the Tongtai Fund has a significant position in Fulei New Materials, with its Tongtai Competitive Advantage Mixed A Fund holding 86,500 shares, accounting for 4.07% of the fund's net value, making it the ninth largest holding [2] - The Tongtai Competitive Advantage Mixed A Fund, established on April 27, 2020, has a latest scale of 14.0091 million CNY and has achieved a year-to-date return of 49.44%, ranking 863 out of 8174 in its category [2] - The fund manager, Wang Xiu, has been in charge for 1 year and 227 days, with the fund's total asset size at 451 million CNY, achieving the best return of 174.38% and the worst return of 24.65% during his tenure [2]

Market Performance - The plastic sector increased by 1.5% compared to the previous trading day, with Shangwei New Materials leading the gains [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Top Gainers in Plastic Sector - Shangwei New Materials (688585) closed at 90.01, up 12.57%, with a trading volume of 119,200 shares and a transaction value of 1.036 billion [1] - Hangzhou High-tech (300478) closed at 22.26, up 11.52%, with a trading volume of 184,800 shares and a transaction value of 393 million [1] - Fula New Materials (605488) closed at 34.30, up 10.01%, with a trading volume of 216,700 shares and a transaction value of 718 million [1] Decliners in Plastic Sector - Jundingda (301538) closed at 93.75, down 4.63%, with a trading volume of 40,500 shares and a transaction value of 383 million [2] - Henghe Precision (300539) closed at 37.58, down 3.86%, with a trading volume of 176,700 shares and a transaction value of 666 million [2] - Ruifeng High Materials (300243) closed at 11.78, down 3.68%, with a trading volume of 137,700 shares and a transaction value of 163 million [2] Capital Flow Analysis - The plastic sector experienced a net outflow of 250 million from institutional investors, while retail investors saw a net inflow of 329 million [2][3] - Major stocks like Jinfatech (600143) had a net inflow of 24.4 million from institutional investors, while Fula New Materials (605488) saw a net inflow of 173 million [3] - Retail investors showed a net outflow in several stocks, including Fula New Materials and Shangwei New Materials, indicating mixed sentiment [3]

Market Overview - The Shanghai Composite Index closed at 3870.60 points, slightly above the six-month moving average, with a change of -0.12% [1] - The total trading volume of A-shares reached 25,483.12 billion yuan [1] Stocks Breaking the Six-Month Line - A total of 50 A-shares have surpassed the six-month moving average today, with notable stocks including Shanghai Construction, Yihualu, and Runjian Shares, showing divergence rates of 9.89%, 9.08%, and 9.07% respectively [1] - Stocks with smaller divergence rates that just crossed the six-month line include Zhuhai Port, Zhongzhou Special Materials, and Nanjing Chemical Fiber [1] Top Performers - Shanghai Construction (600170) saw a price increase of 9.96% with a turnover rate of 6.20% and a divergence rate of 9.89% [1] - Yihualu (300212) increased by 10.90% with a turnover rate of 12.71% and a divergence rate of 9.08% [1] - Runjian Shares (002929) rose by 9.99% with a turnover rate of 10.76% and a divergence rate of 9.07% [1] Additional Notable Stocks - Other significant gainers include Huafu Times (600169) with a 10.08% increase and a divergence rate of 7.82%, and Shang (002042) with a 10.06% increase and a divergence rate of 7.70% [1] - The stock of Fule New Materials (605488) rose by 10.01% with a divergence rate of 6.93% [1] Stocks with Lower Divergence Rates - Stocks like Zhonghuan Hailu (301040) and Baitong Energy (001376) showed increases of 1.91% and 1.55% respectively, with divergence rates of 1.09% and 1.00% [2] - Longyuan Construction (600491) increased by 1.91% with a divergence rate of 0.97% [2]