| 证券代码：605488 | 证券简称：福莱新材 | 公告编号：临 2025-159 | | --- | --- | --- | | 债券代码：111012 | 债券简称：福新转债 | | 关于"福新转债"预计满足赎回条件的提示性公告 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 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"）股票自 2025 年 11 月 6 日至 2025 年 11 月 19 日，已有 10 个交易日的收盘价格不低于"福新转债"当期转 股价格 9.56 元/股的 130%（即 12.43 元/股）。若未来连续 20 个交易日内，公司 股票有 5 个交易日的收盘价不低于"福新转债"当期转股价格 9.56 元/股的 130% （含 12.43 元/股），将会触发"福新转债"的有条件赎回条款，届时公司根据《浙 江福莱新材料股份有限公司公开发行可转换公司债券募集说明书》（以下简称 "《募集说明书》"）的约定，公司董事会将有权决定是否按照债券面值加当期应 计利息的价格赎 ...

Group 1 - The company signed a strategic cooperation memorandum with Zhao Wei Electromechanical at the product launch event [2] - The upcoming third-generation flexible sensor product integrates flexible sensing, chips, algorithms, and large models, achieving breakthroughs in multiple core technologies [2] - The new product will provide a "mass-producible, cost-effective" system solution [2]

Core Viewpoint - The company has signed a strategic cooperation memorandum with Zhaowei Electromechanical at their conference, focusing on the development of a new generation of flexible robotic hands using third-generation materials [1] Group 1 - The upcoming third-generation flexible sensing product integrates flexible sensing, chips, algorithms, and large models, achieving multiple core technological breakthroughs [1] - The new product is designed to provide a "mass-producible and cost-effective" system solution [1]

证券日报网讯 11月17日晚间，福莱新材发布公告称，公司不存在逾期担保的情况。 （文章来源：证券日报） ...

证券代码：605488 证券简称：福莱新材 公告编号：临 2025-158 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 | 烟台富利新材料科技有限公司（以 下简称"烟台富利"） | | | | --- | --- | --- | --- | --- | --- | | | | 本次担保金额 | 6,000.00 | 万元 | | | 担 象 | 保 对 | 实际为其提供的担保余额 | 71,573.73 万元 | | | | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | | 本次担保是否有反担保 | 是 | □否 | □不适用：_________ | 累计担保情况 | 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 | 97,730.00 | ...

Market Overview - The plastic sector increased by 0.88% on November 17, with Foshan Plastics Technology leading the gains [1] - The Shanghai Composite Index closed at 3972.03, down 0.46%, while the Shenzhen Component Index closed at 13202.0, down 0.11% [1] Key Performers in the Plastic Sector - Foshan Plastics Technology (code: 000973) closed at 13.75, up 10.00% with a trading volume of 1.8071 million shares and a transaction value of 2.387 billion [1] - Ningbo Color Masterbatch (code: 301019) closed at 24.48, up 8.03% with a trading volume of 183,100 shares [1] - Henghe Precision (code: 300539) closed at 48.15, up 7.53% with a trading volume of 144,400 shares [1] - Cangzhou Mingzhu (code: 002108) closed at 5.58, up 5.28% with a trading volume of 2.6526 million shares [1] - Jinfat Technology (code: 600143) closed at 18.95, up 4.70% with a trading volume of 1.0943 million shares [1] Fund Flow Analysis - The plastic sector saw a net inflow of 142 million in main funds, while retail funds experienced a net outflow of 150 million [2] - Retail investors contributed a net inflow of 7.7758 million [2] Individual Stock Fund Flow - Foshan Plastics Technology had a main fund net inflow of 1.87 billion, with a retail net outflow of 19.8511 million [3] - Jinfat Technology had a main fund net inflow of 1.80 billion, with a retail net outflow of 139 million [3] - Cangzhou Mingzhu recorded a main fund net inflow of 86.7714 million, with a retail net outflow of 75.1176 million [3] - Henghe Precision had a main fund net inflow of 29.6962 million, with a retail net inflow of 291.72 thousand [3]

Core Viewpoint - The company, Fulad New Materials (stock code: 605488), is set to launch its third-generation flexible sensing system on November 27, 2025, which integrates flexible sensors, chips, algorithms, and large models, achieving multiple core technological breakthroughs [1][2]. Group 1: Product Development - The third-generation product will be unveiled during an investor communication event, showcasing advancements in flexible sensor technology [2]. - The company has successfully launched the first and second generations of flexible tactile sensors, with ongoing technological iterations and breakthroughs [2]. - The second-generation flexible sensor can perfectly conform to various complex surfaces, overcoming the physical limitations of traditional semi-flexible or flat sensors, enabling comprehensive tactile perception [2]. Group 2: Strategic Collaborations - The company has established a joint laboratory with the Zhejiang Tsinghua Flexible Electronics Technology Research Institute, led by algorithm and large model expert Dr. Liao Yongxing, to advance embodied intelligence ecosystem development [3]. - A strategic partnership has been formed with Tongzhi Technology to promote an integrated solution encompassing materials, perception, algorithms, and terminals [3]. Group 3: International Expansion - In September, the company established a wholly-owned subsidiary, Apex Sensing LLC, in California, USA, and formed a local business team to accelerate the integration of flexible sensing technology with the North American embodied intelligence industry [4].

Core Viewpoint - Zhejiang Fulai New Materials Co., Ltd. is set to hold a new product launch and investor communication meeting on November 27, showcasing innovations in flexible sensors, chips, algorithms, and large models [1] Group 1: Product Development - The upcoming product integrates multiple core technological breakthroughs in flexible sensing systems [1] - Fulai New Materials has transitioned from a material supplier to a provider of intelligent sensing solutions, with its self-developed "electronic skin" products already in mass supply for humanoid robots, dexterous hands, and industrial inspection [1] Group 2: Strategic Collaborations - The company has established a joint laboratory with Zhejiang Tsinghua Flexible Electronics Technology Research Institute and recruited algorithm and large model expert Liao Yongxing to enhance its capabilities [1] - Fulai New Materials has formed a strategic partnership with Tongzhi Technology to promote an integrated solution encompassing "materials-sensing-algorithms-terminals" [1] Group 3: Market Position - With over 20 years of experience in the new materials sector, Fulai New Materials is gaining widespread recognition from domestic and international clients for its innovative solutions [1]

Market Overview - The plastic sector increased by 1.77% on November 13, with Cangzhou Mingzhu leading the gains [1] - The Shanghai Composite Index closed at 4029.5, up 0.73%, while the Shenzhen Component Index closed at 13476.52, up 1.78% [1] Top Gainers in Plastic Sector - Cangzhou Mingzhu (002108) closed at 5.26, up 10.04% with a trading volume of 1.4842 million shares and a transaction value of 767 million [1] - Foshan Plastics Technology (000973) closed at 12.40, up 10.03% with a trading volume of 1.6665 million shares and a transaction value of 2.041 billion [1] - Other notable gainers include Su Lai New Materials (605488) at 32.63 (+7.02%), Huitong Co., Ltd. (688219) at 13.50 (+6.55%), and Hangzhou High-tech (300478) at 27.40 (+5.63%) [1] Decliners in Plastic Sector - Xiangyuan New Materials (300980) saw a significant decline of 11.99%, closing at 27.75 with a trading volume of 273,000 shares and a transaction value of 831 million [2] - Other decliners include Guo'en Co., Ltd. (002768) down 2.27% and Jiangsu Boyun (301003) down 1.91% [2] Capital Flow Analysis - The plastic sector experienced a net inflow of 433 million from institutional investors, while retail investors saw a net outflow of 75.86 million [2][3] - Notable net inflows from institutional investors include Foshan Plastics Technology (4.041 billion) and Cangzhou Mingzhu (2.12 billion) [3] Summary of Capital Flow by Company - Foshan Plastics Technology had a net institutional inflow of 4.041 billion, with retail outflows of 1.92 billion [3] - Cangzhou Mingzhu reported a net institutional inflow of 2.12 billion, with retail outflows of 1.13 billion [3] - Other companies with significant net inflows include Fule New Materials (793.55 million) and Huitong Co., Ltd. (478.54 million) [3]

Core Viewpoint - Fulei New Materials (605488.SH) is accelerating its expansion by planning to raise up to 707 million yuan through a private placement of A-shares, with funds allocated to four core areas, including production capacity expansion and R&D enhancement [1][2]. Fundraising and Investment Plans - The company aims to invest approximately 5 billion yuan in three main projects: the label printing materials expansion project (total investment of about 289 million yuan), the electronic-grade functional materials expansion project (total investment of about 278 million yuan), and a R&D center upgrade project [2][3]. - The label printing materials project will enhance production capacity by approximately 77.3 million square meters upon completion, while the electronic-grade functional materials project will add around 37 million square meters of capacity [2][3]. R&D and Financial Structure - The R&D center upgrade project will receive 36.3 million yuan to improve research capabilities, while 207 million yuan will be allocated to supplement working capital, optimizing the financial structure and enhancing cash flow efficiency [3]. - The company has consistently prioritized R&D, with cumulative R&D expenses reaching 403 million yuan from 2021 to the third quarter of 2025, supporting technological innovation and product iteration [5][6]. Market Performance and Growth - Fulei New Materials has shown robust growth, with revenue projected to increase from 1.715 billion yuan in 2021 to 2.541 billion yuan in 2024, representing a growth rate of 48.16% [5]. - The company's stock price has surged by 103.81% year-to-date, with a market capitalization of 8.538 billion yuan as of November 11 [6]. Industry Position and Future Outlook - Established in 2009, Fulei New Materials has become a leader in the functional coating composite materials sector, focusing on applications in consumer electronics, new energy vehicles, and smart logistics [4]. - The company's strategic expansion and R&D investments are expected to strengthen its competitive edge and position in emerging markets such as consumer electronics and automotive electronics [3].