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]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002453 | 华软科技 | 6.22 | 10.09% | 29.86万 | | 1.81亿 | | 688189 | 久日新材 | 25.30 | 7.48% | 16.98万 | | 4.32 Z | | 300637 | 扬帆新材 | 12.39 | 5.90% | 26.95万 | | 3.27亿 | | 688157 | 松井股份 | 35.47 | 5.19% | 7.72万 | | 2.75亿 | | 688269 | 凯立新材 | 36.40 | 4.87% | 6.22万 | | 2.27亿 | | 600873 | 梅化生物 | 11.65 | 3.65% | 46.56万 | | 5.40亿 | | 301077 | 星华新材 | 22.14 | 3.55% | 7.32万 | | 1.60亿 | | 688625 | 呈和科技 | 32.26 | 3.17% | 3.73万 | | 1.20亿 | | 6 ...

Investment Rating - Industry Rating: Recommended [4] Core Insights - The establishment of China Yajiang Group marks the orderly advancement of major engineering projects, with significant investment opportunities in geotechnical engineering and civil explosives [1][8] - The demand for civil explosives is expected to concentrate further, benefiting companies like Guangdong Hongda and Xuefeng Technology [1] - The traditional industry is experiencing a "anti-involution" trend, with recommendations for cement leaders such as Conch Cement and Huaxin Cement [1][9] - Domestic substitution is gaining momentum, with recommendations for companies like Maijia Xincai and Songjing Co., which are expected to benefit from tariff relief and increased shipping demand [1][10] Summary by Sections 1. Market Trends - In the 29th week, new housing and second-hand housing market transaction volumes showed a downward trend, with new housing transaction area in 30 major cities down by 25% year-on-year [2][23] - The average price of cement in the national market is 356 RMB/ton, continuing to decline with a drop of 1% [3][27] 2. Investment Opportunities - Major water conservancy and hydropower projects are expected to generate substantial demand for engineering, building materials, and civil explosives, with total investment in the Yarlung Hydropower Project estimated at approximately 1.2 trillion RMB [8] - The civil explosives industry is undergoing consolidation, with the Ministry of Industry and Information Technology aiming to reduce the number of production enterprises to 50 by 2025 [8] 3. Cement Industry Analysis - Cement prices are under downward pressure, particularly in East and Southwest China, with average shipment rates around 43.2% [3][27] - The cement market is expected to continue experiencing price fluctuations due to weak overall demand and high inventory levels [27][54] 4. Recommendations - Recommended companies include Conch Cement, Huaxin Cement, and companies in the waterproofing sector like Dongfang Yuhong and Keshun Co. [1][9] - For domestic substitution, companies like Maijia Xincai and Songjing Co. are highlighted for their growth potential in the ship coating sector [1][10]

Key Points - The company has completed the listing and circulation of all strategic placement shares from its initial public offering [1] - Each share will be increased by 0.40 shares through a capital increase [1] - The total number of shares after the distribution will be 156,431,080 shares [7] Distribution and Capital Increase Plan - The profit distribution and capital increase plan was approved at the annual shareholders' meeting on May 20, 2025 [3] - Cash dividends of RMB 0.23211 per share (before tax) will be distributed, totaling RMB 25,935,155.77 [3][7] - A total of 44,694,594 shares will be increased from the capital reserve [3][7] Taxation and Dividend Distribution - Individual shareholders holding shares for over one year will be exempt from personal income tax on dividends [4][6] - For shares held for less than one year, the tax will be calculated upon transfer of the shares [4][6] - Qualified foreign institutional investors (QFIIs) will have a withholding tax of 10% on dividends [6][7] Share Structure Changes - The number of unrestricted circulating shares will increase from 111,736,486 to 156,431,080 shares [7] - The diluted earnings per share for the fiscal year 2024 is projected to be RMB 0.55 after the capital increase [7]

证券代码：688157 证券简称：松井股份 公告编号：2025-030 松井新材料集团股份有限公司 2025 年员工持股计划第一次持有人会议决议公告 本公司董事会及全体董事保证本公告内容不存在虚假记载、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、持有人会议召开情况 松井新材料集团股份有限公司（以下简称"公司"）2025 年员工持股计划第 一次持有人会议于 2025 年 7 月 10 日在公司会议室以现场方式召开，全体持有人 均出席会议，代表公司 2025 年员工持股计划份额 9,024,666.00 份，占公司 2025 年员工持股计划总份额的 100.00%。会议由公司董事会秘书召集和主持。会议的 召集、召开和表决程序符合公司 2025 年员工持股计划的有关规定，所作决议合 法有效。 二、持有人会议审议情况 （一）审议通过《关于设立公司 2025 年员工持股计划管理委员会的议案》 根据公司《2025 年员工持股计划》及《2025 年员工持股计划管理办法》等 有关规定，同意设立 2025 年员工持股计划管理委员会，作为公司 2025 年员工持 股计划日常监督和管理机构， ...