证券代码：688033 证券简称：天宜新材 公告编号：2025-028 北京天宜上佳高新材料股份有限公司 关于公司新增银行账户及资金被冻结的公告 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。 重要内容提示： 北京天宜上佳高新材料股份有限公司（以下简称"公司"）本次新增银行 账户被冻结金额为 6,153.41 万元。截至本公告披露日，公司及子公司银行账户累 计被冻结金额为 8,757.92 万元，占公司 2024 年末经审计净资产的 2.39%，占公 司 2025 年第一季度末净资产的 2.45%，占公司 2024 年末经审计货币资金的 32.83%，占公司 2025 年第一季度末货币资金的 39.35%。 截至目前，公司被冻结的流动资金规模较大，公司多数银行账户处于被 冻结状态，对公司生产经营的正常收支将产生一定影响。公司将积极沟通资金被 冻结事项，尽力降低银行账户被冻结事项对公司财务状况和经营成果的不利影 响，目前公司生产经营情况正常。 公司于 2025 年 7 月 26 日在上海证券交易所披露了《关于公司及子公司部分 ...

证券之星消息，7月30日轨交设备板块较上一交易日下跌0.27%，长青科技领跌。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。轨交设备板块个股涨跌见下表： 从资金流向上来看，当日轨交设备板块主力资金净流出2.97亿元，游资资金净流入7983.92万元，散户资 金净流入2.18亿元。轨交设备板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301016 | 雷尔伟 | 17.79 | 1.83% | 7.95万 | | 1.40亿 | | 301048 | 全唐重工 | 11.30 | 0.71% | 10.31万 | | + 1.16亿 | | 601766 | 中国中车 | 7.54 | 0.67% | 69.52万 | | 5.25亿 | | 920027 | 交大铁发 | 29.18 | 0.55% | 1.40万 | | 4070.16万 | | 000008 | 神州高铁 | 2.84 | 0. ...

科创板股最新收盘价较发行价平均溢价111.81%，其中，153股出现破发。 证券时报·数据宝统计显示，已上市的589只科创板股中，最新收盘价较发行价平均溢价111.81%，其 中，收盘价较发行价溢价的有436只，溢价幅度最高的是上纬新材，最新收盘价较发行价溢价 3361.58%，百利天恒、安集科技、寒武纪等紧随其后，分别溢价1193.04%、1127.21%、1003.87%。最 新收盘价较发行价出现折价的有153只，也即是破发。 破发幅度最大的是万润新能，最新价较发行价折价77.89%，该股2022年9月29日上市，发行价为299.88 元，发行市盈率为75.25倍，行业平均市盈率为19.21倍，公司主要从事锂电池正极材料的研发、生产和 销售。 其次是ST帕瓦，该股2022年9月19日上市，最新价较发行价折价76.37%，发行价为51.88元，发行市盈率 为93.68倍，行业平均市盈率为29.25倍，公司主要从事新能源电池材料的研发、生产和销售。 成大生物最新价较发行价折价71.00%，天宜新材最新价较发行价折价64.21%，*ST观典最新价较发行价 折价62.53%，中科微至最新价较发行价折价61.92% ...

Core Viewpoint - Ceramic matrix composites (CMCs) exhibit excellent high-temperature performance and have broad applications in aerospace, nuclear power, and automotive industries, with significant market potential. China leads in brake and thermal protection for aircraft but lags in aerospace engine applications. The demand for CMCs in China's aerospace industry may reach a turning point in 2024, driven by advancements in production technology and cost reductions [2][12]. Group 1: CMC Characteristics and Applications - CMCs are defined as composites that incorporate reinforcing materials into a ceramic matrix, resulting in superior properties such as high-temperature resistance, low density, and high strength [3][19]. - SiCf/SiC composites are a research focus due to their excellent oxidation resistance and longevity, making them ideal for aerospace engine applications [4][26]. - CMCs are increasingly recognized as strategic materials for next-generation aerospace engines, capable of withstanding temperatures significantly higher than traditional nickel-based superalloys [29][33]. Group 2: Market Growth and Demand - 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 sectors [5]. - The demand for CMCs in the aerospace sector is expected to surge, particularly for components like combustion chambers and turbine blades, as countries strive for higher engine efficiency and reduced emissions [32][40]. Group 3: CMC Production and Industry Landscape - The production of CMCs involves complex processes with high barriers to entry, including fiber preparation, preform weaving, interface layer preparation, and matrix densification [6][7]. - General Electric (GE) has established a vertically integrated CMC supply chain, significantly increasing production capacity and demonstrating successful applications in various engine components [6][40][41]. - China's CMC industry has developed a relatively complete supply chain, with advancements in silicon carbide fiber production and CMC applications, particularly in brake materials for aircraft [8][10][11]. Group 4: Future Investment Opportunities - The anticipated turning point in demand for CMCs in China's aerospace industry presents substantial growth potential for related companies, especially as production technologies improve and costs decrease [12][8]. - As the application of SiCf/SiC composites matures, upstream raw material demand will increase, leading to potential rapid growth for midstream CMC component manufacturers [12][10].

证券代码：688033 证券简称：天宜新材 公告编号：2025-027 北京天宜上佳高新材料股份有限公司 关于公司及子公司部分银行账户被冻结的公告 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。 重要内容提示： 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 天力新陶碳碳材料科技有限公司（以下简称"天力新陶"）、江油天启光峰新材料 技术有限公司（以下简称"天启光峰"）、江油天启颐阳新材料技术有限公司（以 下简称"天启颐阳"）的部分银行账户被冻结。本次被冻结部分银行账户资金金额 共 2,604.50 万元人民币，占公司 2024 年末经审计净资产的 0.71%，占公司 2025 年第一季度末净资产的 0.73%，占公司 2024 年末经审计货币资金的 9.76%，占 公司 2025 年第一季度末货币资金的 11.70%。其中，被冻结募集资金专户金额 2,406.61 万元，占 2025 年 6 月 30 日公司及子公司募集资金专户余额（含募集资 金暂时补充流动资金金额 3 亿元）的 5.33%。 被冻结募集 ...

Core Viewpoint - Wang Yiwen, a fund manager, oversees five funds, with the best performance in Q2 2025 being the Huashang Shengshi Growth Mixed Fund, which achieved a net value increase of 2.42% [1][2]. Fund Performance Summary - **Huashang Shengshi Growth Mixed Fund (630002)**: - Size: 30.96 billion - Annualized Return: 14.15% - Q2 2025 Increase: 2.42% - Top Holding: Zijin Mining - Daily Net Value Ratio: 7.26% [2] - **Huashang South Strategy Selected Mixed Fund (630008)**: - Size: 6.97 billion - Annualized Return: 7.48% - Q2 2025 Increase: 2.26% - Top Holding: Zijin Mining - Daily Net Value Ratio: 6.05% [2] - **Huashang Future Theme Mixed Fund (000800)**: - Size: 3.69 billion - Annualized Return: -1.56% - Q2 2025 Increase: 1.87% - Top Holding: Yingmei Mining - Daily Net Value Ratio: 6.08% [2] - **Huashang Industry Opportunity Mixed Fund A (019690)**: - Size: 0.61 billion - Annualized Return: 13.98% - Q2 2025 Increase: 0.43% - Top Holding: Zhongben International - Daily Net Value Ratio: 4.14% [2] - **Huashang Industry Opportunity Mixed Fund C (019691)**: - Size: 0.35 billion - Annualized Return: 13.33% - Q2 2025 Increase: 0.31% - Top Holding: Zhongxin International - Daily Net Value Ratio: 4.14% [2] Wang Yiwen's Fund Management Performance - Cumulative Return for Huashang Strategy Selected Mixed Fund (630008) during Wang Yiwen's tenure: 47.88% - Average Annualized Return: 7.82% - Total Adjustments in Heavy Holdings: 42 times, with a success rate of 59.52% (25 profitable adjustments) [2]. Heavy Holdings Adjustment Cases - **Mingzhi Electric (603728)**: - Buy Quarter: Q1 2022, Sell Quarter: Q1 2024 - Estimated Return: 173.01%, Company Performance Decline: -18.38% [5]. - **Yongxing Materials (002756)**: - Buy Quarter: Q1 2021, Sell Quarter: Q1 2021 - Estimated Return: 81.70%, Company Performance Increase: 243.83% [6]. - **Kowell (688551)**: - Buy Quarter: Q4 2021, Sell Quarter: Q4 2024 - Estimated Return: -47.81%, Company Performance Increase: 93.22% [7].

Group 1 - The company has experienced rapid development in its Jiangyou Industrial Park in 2023, particularly in the photovoltaic new energy sector, leading to an increase in the number of grassroots management personnel [1] - In 2024, the company streamlined some grassroots management positions while retaining core middle management, resulting in an overall increase in average salary levels compared to 2023 [1] - The average salary level of the company differs significantly from that of its peers, with companies like Jinbo Co. and Oujing Technology having lower labor costs due to their locations [1] Group 2 - The company announced a postponement of its fundraising investment project, which was deemed a prudent decision based on the actual implementation status of the project [5][14] - The project in question, the automation and intelligent upgrade of the quartz crucible production line, will now reach its intended usable state by December 31, 2026, due to delays in the installation of supporting equipment [12] - The postponement will not adversely affect the company's existing production lines or overall operations, and the project remains compliant with relevant regulations [14][15]

Group 1 - The company held its 17th meeting of the 3rd Supervisory Board on June 20, 2025, with all three supervisors present, complying with relevant laws and regulations [1][2] - The Supervisory Board unanimously approved the proposal regarding the postponement of fundraising investment projects, indicating that this decision is based on the actual implementation situation and will not adversely affect the company's normal operations [2] - The voting results for the proposal were 3 votes in favor, 0 votes against, and 0 abstentions, demonstrating full support from the Supervisory Board [2] Group 2 - The postponement of fundraising investment projects is deemed a prudent decision by the company, ensuring that there will be no significant negative impact on the company or its shareholders [2] - The company will provide further details regarding the postponement in a separate announcement published on the Shanghai Stock Exchange website [2]

关于北京天宜上佳高新材料股份有限公司 2024 年年度报告的信息披露监管问询函的回复 众环专字(2025)0101208 号 t - 1 just . * 电话 Tel: 027-86791 传播 Fay · 027-85424329 关于北京天官上佳高新材料股份有限公司 2024 年年度报告的信息披露监管问询函的回复 众环专字(2025)0101208 号 上海证券交易所科创版公司管理部(以下简称"贵部"): 中审众环会计师事务所《特殊普通合伙》(以下简称"本所"或"我们")作为北京天宜上 佳高新材料股份有限公司(以下简称"天宜新材"或"公司)2024年度财务报表的审计机构, 于 2025 年 4 月 21 日出具了众环审字(2025) 0102110 号审计报告。 根据贵部《关于北京天宜上佳高新材料股份有限公司 2024 年年度报告的信息披露监管 问询函》(上证科创公函《2025》0106 号,以下简称"问询函")的要求,我们以对天宜新 材相关财务报表执行的审计工作为依据,对问询函中需要本所回复的相关问题履行了核查程 序,现将核查情况说明如下: 问题一、关于轨道交通业务 年报及前期信息披露显示:(1)20 ...

中信证券股份有限公司 关于北京天宜上佳高新材料股份有限公司 根据中国证券监督管理委员会于 2022 年 8 月 19 日出具的《关于同意北京天 宜上佳高新材料股份有限公司向特定对象发行股票注册的批复》（证监许可〔2022〕 1880 号），公司本次向特定对象发行人民币普通股（A 股）111,438,808 股，每 募集资金投资项目延期的核查意见 中信证券股份有限公司（以下简称"中信证券"、"保荐机构"）作为北京天宜 上佳高新材料股份有限公司（以下简称"天宜新材"、"公司"）持续督导阶段的保 荐机构，根据《中华人民共和国公司法》《中华人民共和国证券法》《证券发行 上市保荐业务管理办法》《上市公司募集资金监管规则》《上海证券交易所科创 板股票上市规则》《上海证券交易所科创板上市公司自律监管指引第 1 号——规 范运作》《上海证券交易所上市公司自律监管指引第 11 号——持续督导》《科 创板上市公司持续监管办法（试行）》等法律法规的相关规定，就公司对"石英 坩埚生产线自动化及智能化升级改造项目"达到预定可使用状态的时间进行调整 的有关事宜进行了认真、审慎的核查。核查具体情况如下： 一、募集资金基本情况 （一）首次公 ...