Core Viewpoint - Chaohu Beichi Automotive Technology Co., Ltd. has been established with a registered capital of 30 million yuan, focusing on new material technology research and development, vacuum coating processing, plastic surface treatment, and plastic product manufacturing [1][2]. Company Information - The company is fully owned by Anhui Beichi Automotive Technology Co., Ltd., which is a subsidiary of Songjing Co., Ltd. (688157) [1][3]. - The legal representative of the company is Zhou Zanpeng, and it is currently in a state of operation with a business term lasting until August 5, 2025 [2]. - The registered address is located at No. 16, Qilu Road, Zhongke Zhicheng Research Comprehensive Building, Yafu Street, Chaohu City, Hefei, Anhui Province [2]. Business Scope - The business scope includes general projects such as technology services, technology development, technology consulting, technology exchange, technology transfer, and technology promotion [2]. - Additional activities include manufacturing of coating equipment, manufacturing of plastic processing specialized equipment, and import and export of goods and technology [2].

Core Viewpoint - The actual controller of Matsui Co., Ltd., Ling Yunjian, has had 568,658 shares (0.36% of total equity) frozen by the Shenzhen Intermediate People's Court due to a contractual dispute with Xingdi Company, but this will not affect the company's control stability or normal operations [1]. Group 1 - The frozen shares represent only 0.75% of Ling Yunjian's total holdings and 0.36% of the company's total equity, with his direct and indirect holdings totaling 48.58% [1]. - The dispute originated from a 2012 service contract where Ling Yunjian was to transfer and gift shares if Xingdi Company helped Matsui become a qualified supplier, which did not occur due to Xingdi's non-performance [1]. - A previous arbitration request by Xingdi in September 2021 was rejected, but a new arbitration in August 2023 resulted in a ruling requiring Ling Yunjian to pay compensation and interest, while partially supporting Matsui's counterclaims [1]. Group 2 - Concurrently, the Changsha court has lifted the freeze on Ling Yunjian's 10% stake in the controlling shareholder, Maosong Limited, which had been frozen since December 2023 and was released in March 2025 [2].

证券代码：688157 证券简称：松井股份 公告编号：2025-031 松井新材料集团股份有限公司 关于实际控制人所持控股股东少数股权解冻暨实际 控制人所持公司部分股份被司法冻结的公告 本公司董事会及全体董事保证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： 松井新材料集团股份有限公司（以下简称"公司"）实际控制人凌云剑 先生所持的公司控股股东长沙茂松科技有限公司（以下简称"茂松有限"）的 10% 股权已全部解冻。截至本公告披露日，实际控制人凌云剑先生持有控股股东茂松 有限 100%的出资额，通过茂松有限间接持有公司股份 75,436,480 股，占公司总 股本的比例为 48.22%。茂松有限持有的公司股份不存在被质押、冻结等任何权 利限制的情形。 截至本公告披露日，公司实际控制人凌云剑先生直接持有公司股份 568,658 股被司法冻结，占公司总股本的比例为 0.36%。 二、实际控制人股份被冻结的具体情况 2025 年 3 月 4 日，实际控制人凌云剑先生获悉，根据广东省深圳市中级人 民法院出具的《通知书》（（2025）粤 03 执 ...

Group 1: Chemical Sector Performance - The chemical index and oil index primarily experienced a decline, while the chemical machinery index and chemical pharmaceutical index saw increases [1] - The chemical raw materials index fell by 1.60%, the chemical machinery index rose by 1.066%, the chemical pharmaceutical index increased by 5.11%, and the pesticide and fertilizer index dropped by 2.05% [1] - In the oil sector, the oil processing index decreased by 3.82%, the oil extraction index fell by 2.09%, and the oil trading index declined by 2.83% [1] Group 2: Oil Price Trends - International crude oil prices initially rose and then fell, with the overall average price significantly higher than the previous week [1] - As of August 1, the WTI crude oil futures settled at $67.33 per barrel, up 3.33% from July 25, while Brent crude oil futures settled at $69.67 per barrel, up 1.80% from July 25 [1] Group 3: Petrochemical Product Price Changes - The top five petrochemical products with price increases included liquid chlorine up 12.72%, soft foam polyether up 10.42%, epoxy chloropropane up 8.84%, coke up 8.06%, and epoxy propane up 7.47% [1] - The top five petrochemical products with price declines included methyl acrylate down 5.88%, natural rubber down 5.77%, battery-grade lithium carbonate down 5.48%, butadiene rubber down 4.78%, and butadiene down 4.71% [1] Group 4: Capital Market Performance of Chemical Companies - The top five listed chemical companies with the highest stock price increases were Upwind New Materials up 39.37%, Honghe Technology up 22.07%, Songjing Co. up 19.97%, Ketaobiotech up 18.88%, and Asia-Pacific Industry up 17.43% [2] - The top five listed chemical companies with the largest stock price declines were Poly United down 16.35%, Weike Technology down 13.75%, Gaozheng Mining down 13.75%, New Tide Energy down 12.99%, and Yahua Group down 11.80% [2]

证券之星消息，8月4日化学制品板块较上一交易日上涨0.49%，松井股份领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。化学制品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688157 | 松井股份 | 41.15 | 11.19% | 7.54万 | 2.99亿 | | 300858 | 科拓生物 | 22.66 | 11.08% | 40.35万 | 8.70亿 | | 603683 | 晶华新材 | 23.76 | 8.49% | 15.95万 | 3.73亿 | | 002669 | 康达新材 | 13.68 | 7.04% | - 43.31万 | 5.88亿 | | 300535 | 达威股份 | 18.45 | 5.91% | 6.77万 | 1.22亿 | | 603790 | 雅运股份 | 18.97 | 5.39% | 4.22万 | 7839.29万 | | 002915 | 中欣氟材 | 2 ...

Group 1 - The largest increase in margin financing balance this week was observed in Runben Co., with a margin balance of 326 million yuan, reflecting an increase of 147.62% [1] - Songjing Co. also saw significant growth in its margin financing balance, reaching 125 million yuan, with an increase of 103.81% [1]

Investment Rating - The report gives a "Buy" rating for the solid-state battery industry, indicating a positive outlook for growth and investment opportunities [1][7][25]. Core Insights - The demand for gel frame printing technology is driven by safety requirements in solid-state batteries, with material compatibility and manufacturing precision being critical factors [3][6][8]. - Various manufacturers are actively developing gel frame printing solutions, with notable advancements from companies like Liyuanheng and Delong Laser, which have secured orders from leading industry clients [4][16][19]. - The gel frame printing process involves multiple techniques, including screen printing, pre-fabricated gel frame transfer, dispensing, and UV printing, each with unique characteristics affecting yield, production efficiency, and precision [12][14]. Summary by Sections Gel Frame Printing Overview - Solid-state batteries are becoming a key development direction due to their high energy density and safety, with isostatic pressing technology enhancing overall battery performance [6][9]. - Safety concerns related to short-circuit risks in solid-state batteries have led to increased demand for gel frame printing technology, which provides insulation and moisture barrier properties [9][10]. Current Status of Gel Frame Printing Manufacturers - Manufacturers like Liyuanheng and High Energy Digital have introduced distinctive solutions, while Delong Laser has received significant orders for its UV printing equipment [16][19]. - Platform companies like Songji Co. have demonstrated strong capabilities in both equipment and materials, successfully implementing the world's first mass production of insulated UV printing for battery cells [4][16]. Investment Recommendations - The report suggests focusing on companies specializing in lithium battery equipment, such as Liyuanheng, Delong Laser, and Songji Co., which have developed integrated solutions and secured key client orders [25][24].

Group 1 - The core viewpoint of the news is that Matsui Co., Ltd. (688157) experienced a decline in stock price and significant net outflow of funds, alongside a mixed performance in its latest financial results [1][3] - As of August 1, 2025, Matsui's stock closed at 37.01 yuan, down 2.35%, with a turnover rate of 2.67% and a trading volume of 41,800 lots, amounting to 156 million yuan [1] - The company's latest quarterly report shows total revenue of 15.3 million yuan, a year-on-year increase of 13.24%, while net profit attributable to shareholders decreased by 68.52% to 3.805 million yuan [1] Group 2 - Matsui Co., Ltd. has made investments in 14 companies and participated in 15 bidding projects, indicating active engagement in business expansion [2] - The company holds 21 trademark registrations and 200 patents, reflecting its focus on intellectual property and innovation [2] - Matsui has obtained 80 administrative licenses, which may enhance its operational capabilities and compliance [2]

Group 1 - The core viewpoint of the news is that Matsui Co., Ltd. (688157) has shown a significant increase in stock price and trading volume, indicating positive market sentiment [1] - As of July 31, 2025, Matsui's stock closed at 37.9 yuan, up 6.85%, with a trading volume of 91,500 lots and a transaction amount of 336 million yuan [1] - The net inflow of main funds was 10.18 million yuan, accounting for 3.03% of the transaction amount, with large orders contributing significantly to this inflow [1] Group 2 - For the first quarter of 2025, Matsui reported total operating revenue of 153 million yuan, a year-on-year increase of 13.24%, while net profit attributable to shareholders decreased by 68.52% to 3.81 million yuan [1] - The company has a current ratio of 1.881, a quick ratio of 1.565, and a debt-to-asset ratio of 27.55%, indicating a stable financial position [1] - Matsui New Materials Group Co., Ltd. was established in 2009 and is primarily engaged in the manufacturing of chemical raw materials and products, with a registered capital of approximately 111.74 million yuan [1] Group 3 - Matsui has made investments in 14 companies and participated in 15 bidding projects, showcasing its active engagement in the market [2] - The company holds 21 trademark registrations and 200 patent applications, reflecting its focus on intellectual property [2] - Additionally, Matsui possesses 80 administrative licenses, indicating compliance with regulatory requirements [2]

Group 1 - The report from China Merchants Securities highlights the introduction of new isostatic equipment and UV printing technology in the solid-state battery manufacturing process to address core interface challenges [1] - UV printing technology is favored for its high precision and automation, making it suitable for the stringent production requirements of solid-state batteries, and is currently a primary choice for leading battery manufacturers [1][2] - The overall cycle time of the solid-state battery production line is currently a bottleneck, with precise control required over various parameters such as laser settings, dispensing speed, adhesive viscosity, and UV curing energy [2] Group 2 - The production of solid-state batteries imposes higher requirements on UV adhesives, particularly in terms of tensile strength, flexibility, and puncture resistance, due to their use in insulating the electrodes [3] - New formulations of solid-state battery UV adhesives are reported to have significant barriers to entry, as they must not react with sulfur-based electrolytes, indicating a specialized market for these materials [3] - Leading companies in the UV adhesive sector, such as Songjing Co., have made significant advancements in solid-state UV adhesive products and equipment [3]