一、募集资金专户部分资金被司法划扣的基本情况 因北京天宜上佳高新材料股份有限公司（以下简称"公司"）子公司江油天 启颐阳新材料技术有限公司（以下简称"天启颐阳"）与四川北合建设有限公司 （以下简称"四川北合"）建设工程施工合同纠纷，与绵阳佳汇韵诚物流有限公 司（以下简称"绵阳佳汇"）运输合同纠纷，近日公司子公司天启颐阳募集资金 专户资金分别被司法划扣 734,983.30 元、135,249.61 元，合计划扣金额 870,232.91 元。具体情况如下： | 账户名称 | 开户行 | 银行账号 | 划扣金额 | 账户余额 | 账户 | 执行 | | --- | --- | --- | --- | --- | --- | --- | | | | | （元） | （元） | 性质 | 法院 | | 江油天启颐 阳新材料技 | 中信银 行成都 | 8111******* | 734,983.30 | 13,602,533.14 | 募集 资金 | 江油市人 | | | | ******38 | | | | 民法院 | | 术有限公司 | 分行 | | 135,249.61 | | 专户 | | 二、募集资金专户部 ...

证券代码：688033 证券简称：天宜新材 公告编号：2026-011 北京天宜上佳高新材料股份有限公司 关于子公司募集资金专户部分资金被司法划扣的 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、准确性和完整性依法承担法律责任。 一、募集资金专户部分资金被司法划扣的基本情况 因北京天宜上佳高新材料股份有限公司（以下简称"公司"）子公司江油天 启颐阳新材料技术有限公司（以下简称"天启颐阳"）与绵阳市安州区永宏纸箱 包装厂（普通合伙）（以下简称"永宏纸箱"）买卖合同纠纷，近日公司子公司 天启颐阳募集资金专户资金被司法划扣 91,250.00 元。具体情况如下： | 账户名称 | 开户行 | 银行账号 | 划扣金额 | 账户余额 | 账户 | 执行 | | --- | --- | --- | --- | --- | --- | --- | | | | | （元） | （元） | 性质 | 法院 | | 江油天启 颐阳新材 | 中信银 | 8111*************3 | | | 募集 | 江油市 | | 料技术有 | 行成都 | | 91,250 ...

证券代码：688033 证券简称：天宜新材 公告编号：2026-010 北京天宜上佳高新材料股份有限公司 关于子公司募集资金专户部分资金被司法划扣的 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、准确性和完整性依法承担法律责任。 一、募集资金专户部分资金被司法划扣的基本情况 因北京天宜上佳高新材料股份有限公司（以下简称"公司"）子公司江油天 启颐阳新材料技术有限公司（以下简称"天启颐阳"）与江油市能量物流有限公 司（以下简称"能量物流"）运输合同纠纷，近日公司子公司天启颐阳募集资金 专户资金被司法划扣 101,400.00 元。具体情况如下： | 账户名称 | 开户行 | 银行账号 | 划扣金额 | 账户余额 | 账户 | 执行 | | --- | --- | --- | --- | --- | --- | --- | | | | | （元） | （元） | 性质 | 法院 | | 江油天启 颐阳新材 | 中信银 | 8111*************3 | | | 募集 | 江油市 | | 料技术有 | 行成都 | 8 | 101,400.00 ...

Core Viewpoint - Tianyi New Materials announced a legal dispute regarding a construction contract, resulting in the judicial seizure of funds amounting to 532,525.07 yuan from its fundraising account [2] Group 1 - Tianyi New Materials and its subsidiary, Jiangyou Tianli New Ceramic Carbon Material Technology Co., Ltd., are involved in a construction contract dispute with Sichuan Zhongcheng Shengfeng Technology Co., Ltd. [2] - The judicial seizure of funds from Tianyi New Materials' fundraising account is a significant financial event for the company [2]

证券代码：688033 证券简称：天宜新材 公告编号：2026-009 北京天宜上佳高新材料股份有限公司 关于子公司募集资金专户资金被司法划扣的公告 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、准确性和完整性依法承担法律责任。 一、募集资金专户资金被司法划扣的基本情况 3、目前，公司处于预重整阶段，后续是否进入重整程序尚存在不确定性。 如后续法院裁定受理对公司的重整申请，公司将依法配合法院及管理人开展相关 重整工作，并依法履行债务人的法定义务。根据《上海证券交易所科创板股票上 市规则》（以下简称"《股票上市规则》"）有关规定，如后续法院裁定受理对 公司的重整申请，上海证券交易所将对公司股票实施退市风险警示。 4、如公司顺利实施重整并执行完毕重整计划，将有利于改善公司经营和财 务状况，提升经营能力。如重整失败，公司将存在被宣告破产的风险，若公司被 宣告破产，根据《股票上市规则》相关规定，公司股票将面临被终止上市的风险， 敬请广大投资者注意投资风险。不论是否进入重整程序，公司都将在现有基础上 继续积极做好日常经营管理工作。公司后续如收到法院启动或受理重整申 ...

Group 1 - The company announced that part of the funds from its subsidiary's fundraising account has been judicially seized, amounting to 653,204.27 yuan due to a contractual dispute with Jilin High-Tech [2] - The dispute arose because the subsidiary, Tianqi Yiyang, failed to make timely payments under a procurement contract, leading to a lawsuit and subsequent court-ordered seizure of funds [2][3] - As of the announcement date, the total balance in the company's fundraising account is 69.2199 million yuan, with 4.1885 million yuan frozen, representing 6.05% of the total balance [3] Group 2 - The company is currently in a pre-restructuring phase, and there is uncertainty regarding whether it will enter a formal restructuring process [3] - If the company successfully implements a restructuring plan, it could improve its operational and financial conditions; however, failure to restructure may lead to bankruptcy and delisting risks [4] - The company faces significant liquidity issues, with multiple legal actions from financial institutions and suppliers, resulting in the freezing of several bank accounts and impacting daily operations [4][5]

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、准确性和完整性依法承担法律责任。 一、募集资金专户部分资金被司法划扣的基本情况 因北京天宜上佳高新材料股份有限公司（以下简称"公司"）及子公司江油 天启颐阳新材料技术有限公司（以下简称"天启颐阳"）与吉林市高科特种炭素 材料有限责任公司（以下简称"吉林高科"）买卖合同纠纷，近日公司子公司天 启颐阳募集资金专户资金被司法划扣 653,204.27 元。具体情况如下： | 账户名称 | 开户行 | 银行账号 | 划扣金额 | 账户余额 | 账户 | 执行 | | --- | --- | --- | --- | --- | --- | --- | | | | | （元） | （元） | 性质 | 法院 | | 江油天启 颐阳新材 | 中信银 | 8111*************3 | | | 募集 | 江油市 | | | 行成都 | | 653,204.27 | 14,665,416.05 | 资金 | 人民法 | | 料技术有 限公司 | 分行 | 8 | | | 专户 | 院 | 二、募集资金专户部分资金被司 ...

Core Viewpoint - Ceramic Matrix Composites (CMC) exhibit excellent high-temperature performance and have broad applications in commercial aerospace, aviation, nuclear power, and automotive sectors, with significant market potential. China leads in brake and thermal protection for aircraft but lags in aviation engine applications [3][4]. Group 1: CMC Characteristics and Applications - CMC is defined as composites that incorporate reinforcing materials into a ceramic matrix, resulting in superior properties such as high-temperature resistance, low density, high specific strength, and oxidation resistance [4][15]. - SiCf/SiC composites are a research focus due to their enhanced oxidation resistance and longevity, making them ideal for high-temperature applications [4][21]. - In the aerospace sector, SiCf/SiC is recognized as an ideal material for the hot end of aviation engines, already in mass production for static components, with ongoing exploration for rotating parts [5][25]. - In nuclear energy, SiCf/SiC composites are considered ideal candidates for reactor cladding and control rods due to their high melting point and excellent neutron irradiation stability [5][44]. Group 2: Market Growth and Trends - The global CMC market was valued at $11.9 billion in 2022 and is projected to grow at a CAGR of 10.5%, reaching $21.6 billion by 2028, with the highest market share in defense and aerospace applications [6]. - The demand for CMC in China's aviation engine sector is expected to reach a turning point in 2024, driven by technological advancements and cost reductions [11][9]. Group 3: CMC Production and Industry Landscape - CMC production involves complex processes with high barriers to entry, including fiber preparation, preform weaving, interface layer preparation, matrix preparation, and densification [7][8]. - GE has established a vertically integrated CMC supply chain, producing 20 tons of CMC prepreg and 10 tons of SiC fibers annually, with a tenfold increase in CMC component production expected over the next decade [8][39]. - China's CMC industry is relatively complete, with advancements in the production of second-generation SiC fibers and ongoing development of third-generation fibers, although industrial-scale production remains a challenge [9][10]. Group 4: Investment Opportunities - The potential for growth in China's aviation engine sector for CMC is significant, with upstream raw material demand expected to increase as applications mature [11][9]. - As CMC manufacturing technologies improve and fiber costs decrease, midstream CMC component manufacturers are poised for rapid development [11].

Group 1 - Zairun New Energy focuses on the research and development of perovskite battery core materials and equipment, with a strong emphasis on high-purity and high-stability products suitable for large-scale production [1] - The company has completed multiple pilot tests and its product performance has been validated by third-party authorities [1] - Zairun's high-radiation-resistant perovskite precursor materials enhance battery stability in extreme space environments, positioning the company to become a core supplier in the space photovoltaic supply chain [1] Group 2 - Aotwei is a leading domestic photovoltaic equipment enterprise, with early layouts in perovskite production line equipment and technology covering key processes such as laser etching and thin film deposition [2] - The company's self-developed laser repair equipment significantly improves battery yield and is at the forefront of industry standards [2] - Aotwei's equipment optimizes battery manufacturing processes to meet the stringent requirements of space photovoltaic applications, potentially making it a core supplier in this sector [2] Group 3 - Haiyou New Materials is a core supplier of photovoltaic packaging materials, focusing on the development of POE films and back sheets for perovskite batteries [3] - The company has developed radiation-resistant packaging films that ensure long-term stable operation of perovskite batteries in space environments [3] - As the space photovoltaic market scales, Haiyou is positioned to become a key supplier of packaging materials for perovskite batteries [3] Group 4 - Gaoce Co., Ltd. is a leading domestic company in photovoltaic cutting equipment and silicon wafer processing, actively developing ultra-thin silicon cutting technology for perovskite batteries [4] - The company's ultra-thin silicon wafers, with thicknesses as low as 50μm, meet the lightweight requirements of perovskite batteries [4] - Gaoce's technology supports the stringent demands of space photovoltaic applications, positioning it to become a core supplier of silicon wafers for perovskite batteries [4]

Group 1 - The core viewpoint of the news is that Tianyi New Materials has experienced a decline in stock price and trading volume, with significant financing and margin trading activities indicating high levels of investor engagement [1][2]. - As of February 2, Tianyi New Materials' financing balance is 3.11 billion yuan, accounting for 6.93% of its market capitalization, which is above the 90th percentile of the past year [1]. - The company reported a revenue of 564 million yuan for the first nine months of 2025, a year-on-year decrease of 11.69%, while the net profit attributable to shareholders was -371 million yuan, an increase of 36.82% compared to the previous year [2]. Group 2 - Tianyi New Materials has a cumulative cash distribution of 115 million yuan since its A-share listing, with 36.49 million yuan distributed in the last three years [3]. - The number of shareholders increased to 18,400, a rise of 4.61%, while the average circulating shares per person decreased by 4.41% to 30,587 shares [2].