Core Insights - The establishment of Apex Sensing LLC in San Francisco marks a significant step in the company's globalization strategy, focusing on the North American market for tactile sensing products [1] - The new subsidiary aims to enhance local partnerships by providing agile supply chain support and customized solutions, thereby improving delivery times and after-sales response efficiency [1] - North America is identified as a key market for humanoid robot innovation, and the company intends to deepen its collaboration with local clients to accelerate the integration of flexible sensing technology into the regional industry [1] Company Strategy - Apex Sensing LLC will leverage core technologies in flexible sensing to drive sales, technical support, and customer service in North America [1] - The company plans to increase R&D investment to continuously optimize product structure and performance, facilitating the effective integration of advanced tactile sensing technology with local applications [1] - The goal is to support the transition of the North American robotics industry from demonstration to practical application, fostering the large-scale implementation and commercialization of embodied intelligence technology [1]

Core Viewpoint - The company is making significant technological advancements in flexible sensor products and is actively collaborating with various domestic and international companies in the fields of dexterous hands and humanoid robots [1] Group 1: Technological Advancements - The company has achieved multiple breakthroughs in the technology of flexible sensors [1] - Continuous updates in technology are being implemented to enhance product offerings [1] Group 2: Strategic Collaborations - The company is working with several domestic and international partners, particularly in the dexterous hand and humanoid robot sectors [1] - Foreign clients have higher technical requirements and place greater emphasis on algorithms [1] Group 3: Business Development - Flexible sensors and tactile perception systems are identified as the company's second growth curve [1] - In 2023, these technologies have been formally integrated into the company's strategic development direction, expanding applications from health monitoring to robotics and industrial inspection [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 本次变更前后公司股本结构情况如下： ■ 注：因公司尚处于可转债转股期，本次变动前的股本数采用2025年9月21日的股本结构。具体股本结构 变动的最终情况以中国证券登记结算有限责任公司上海分公司出具的股本结构表为准。 目前，公司正在中国证券登记结算有限责任公司上海分公司办理本次激励计划所涉激励对象的限制性股 票登记过户手续，并将在办理完成后及时履行信息披露义务。 特此公告。 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。 根据浙江福莱新材料股份有限公司（以下简称"公司"）2025年第二次临时股东大会授权，公司于2025年 7月31日召开第三届董事会第十四次会议，审议通过了《关于向2025年限制性股票激励计划激励对象首 次授予限制性股票的议案》，同意确定2025年7月31日为首次授予日，向符合授予条件的103名激励对象 授予219.00万股限制性股票，授予价格为人民币15.64元/股。具体内容详见公司于2025年8月1日披露在 上海证券交易所网站（www.sse.com.cn）的《 ...

Group 1 - The core point of the article highlights the recent decline in the stock price of Fulei New Materials, which dropped by 5.1% to 38.34 CNY per share, with a trading volume of 761 million CNY and a turnover rate of 6.85%, resulting in a total market capitalization of 10.743 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. The main 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 - From the perspective of fund holdings, only one fund under Dacheng Fund has a significant position in Fulei New Materials. The Dacheng Value Pioneer Flexible Allocation A (011030) held 29,100 shares in the second quarter, accounting for 3.84% of the fund's net value, ranking as the fifth-largest holding. The estimated floating loss today is approximately 59,900 CNY [2] - The Dacheng Value Pioneer Flexible Allocation A (011030) was established on May 19, 2021, with a latest scale of 12.2106 million CNY. Year-to-date returns are 41.22%, ranking 1694 out of 8172 in its category; the one-year return is 49.14%, ranking 3316 out of 7995; and since inception, it has a loss of 11.95% [2] Group 3 - The fund managers of Dacheng Value Pioneer Flexible Allocation A (011030) are Wu Haoyang and Chen Ran. As of the report, Wu Haoyang has a cumulative tenure of 1 year and 13 days, with total fund assets of 160 million CNY, achieving a best return of 48.06% and a worst return of 11.02% during his tenure. Chen Ran has a cumulative tenure of 275 days, with total fund assets of 397 million CNY, achieving a best return of 46.56% and a worst return of 2.85% during his tenure [3]

Core Insights - Zhejiang Fulai New Materials Co., Ltd. has established a wholly-owned subsidiary, Apex Sensing LLC, in San Francisco, California, on September 21, 2025, to enhance its presence in the North American market for tactile sensing products [2] - The establishment of Apex Sensing LLC is a strategic move to strengthen local partnerships, gain insights into regional demands, and accelerate the integration of flexible sensing technology with North American industrial processes [2] - The company aims to provide agile supply chain support and customized solutions to local partners, thereby improving delivery times and after-sales response efficiency, facilitating the transition of the North American robotics industry from demonstration to practical application [2]

| 证券代码：605488 | 证券简称：福莱新材 | 公告编号：临 | 2025-131 | | --- | --- | --- | --- | | 债券代码：111012 | 债券简称：福新转债 | | | 1 注：因公司尚处于可转债转股期，本次变动前的股本数采用 2025 年 9 月 21 日的股本结 构。具体股本结构变动的最终情况以中国证券登记结算有限责任公司上海分公司出具的股本 结构表为准。 目前，公司正在中国证券登记结算有限责任公司上海分公司办理本次激励计 划所涉激励对象的限制性股票登记过户手续，并将在办理完成后及时履行信息披 露义务。 特此公告。 浙江福莱新材料股份有限公司 董事会 浙江福莱新材料股份有限公司 关于股份性质变更暨 2025 年限制性股票激励计划 首次授予的进展公告 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。 根据浙江福莱新材料股份有限公司（以下简称"公司"）2025 年第二次临时 股东大会授权，公司于 2025 年 7 月 31 日召开第三届董事会第十四次会议，审议 通过了《关于向 2025 ...

福莱新材 2025 年第三次临时股东会 会议资料 浙江福莱新材料股份有限公司 2025 年第三次临时股东会 会议资料 福莱新材 2025 年第三次临时股东会 会议资料 | 目录 | | --- | | 2025 年第三次临时股东会须知 1 | | | --- | --- | | 2025 年第三次临时股东会会议议程 3 | | | 议案一：关于公司符合向特定对象发行 股股票条件的议案 A 6 | | | 议案二：关于公司向特定对象发行 A 股股票方案的议案 7 | | | 议案三：关于公司向特定对象发行 A 股股票预案的议案 11 | | | 议案四：关于公司向特定对象发行 股股票方案论证分析报告的议案 12 A | | | 议案五：关于公司向特定对象发行 A 股股票募集资金使用可行性分析报告的议案 | 13 | | 议案六：关于公司前次募集资金使用情况专项报告的议案 14 | | | 议案七：关于向特定对象发行 A 股股票摊薄即期回报与填补措施以及相关主体承诺的议案 15 | | | 议案八：关于公司未来三年（2025-2027 年）股东回报规划的议案 16 | | | 议案九：关于提请股东会授权董事会及其 ...

Market Performance - The plastic sector increased by 1.65% on September 22, with Yokogawa Precision leading the gains [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Top Gainers in Plastic Sector - Yokogawa Precision (300539) closed at 48.48, up 20.00% with a trading volume of 234,100 shares and a turnover of 1.078 billion [1] - Fule New Materials (605488) closed at 40.40, up 9.99% with a trading volume of 233,900 shares and a turnover of 903 million [1] - Dongcai Technology (601208) closed at 22.78, up 8.01% with a trading volume of 834,600 shares and a turnover of 1.841 billion [1] Other Notable Performers - Stik (300806) closed at 27.70, up 6.50% with a trading volume of 132,150 shares and a turnover of 869 million [1] - Pan-Asia Micro透 (688386) closed at 83.50, up 6.10% with a trading volume of 29,200 shares and a turnover of 241 million [1] Market Capital Flow - The plastic sector saw a net inflow of 32.41 million from institutional investors, while retail investors contributed a net inflow of 98.75 million [2] - The sector experienced a net outflow of 131 million from speculative funds [2] Individual Stock Capital Flow - Dongcai Technology (601208) had a net inflow of 176 million from institutional investors, but a net outflow of 22.07 million from speculative funds [3] - Fule New Materials (605488) experienced a net inflow of 162 million from institutional investors, with a significant net outflow of 64.88 million from speculative funds [3] - Yokogawa Precision (300539) had a net inflow of 126 million from institutional investors, but also saw a net outflow of 13.7 million from speculative funds [3]

福莱新材盘中封住涨停，股价达40.40元/股。 ...

每经AI快讯，9月22日，福莱新材盘中涨停，涨幅9.99%，成交额超8亿元。 （文章来源：每日经济新闻） ...