值得关注的是，此次深圳法院冻结凌云剑直接持股的同时，长沙法院已解除对其持有的茂松有限10%股 权的冻结。该部分股权曾在2023年12月被冻结，2025年3月获解除。 此次冻结源于凌云剑与星帝企业有限公司（下称"星帝公司"）的合同纠纷。根据公告，双方2012年签订 的服务合同约定，若星帝公司在2013年3月底前帮助松井股份成为X、Y客户的合格供应商，凌云剑需以 600万元转让2%股权并无偿赠予2%股权。但因星帝公司未履约，双方未实际执行股权交易。 8月6日，松井股份发布公告称，公司实际控制人凌云剑直接持有的568,658股公司股份（占总股本 0.36%）被广东省深圳市中级人民法院司法冻结。不过，其通过控股股东茂松有限间接持有的48.22%股 份未被质押或冻结，公司强调本次冻结事项不会影响控制权稳定及正常经营活动。 截至公告日，凌云剑直接及间接合计持有松井股份48.58%股权，本次冻结股份仅占其持股的0.75%，占 总股本的0.36%。公司表示，控股股东茂松有限所持股份无权利限制，控制权结构稳定，生产经营未受 重大影响。 2021年9月，星帝公司提起仲裁但全部请求被驳回；2023年8月其再次仲裁，2024年12月 ...

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].

金融界消息 截至2025年8月1日收盘，松井股份（688157）报收于37.01元，下跌2.35%，换手率2.67%， 成交量4.18万手，成交金额1.56亿元。 天眼查商业履历信息显示，松井新材料集团股份有限公司，成立于2009年，位于长沙市，是一家以从事 化学原料和化学制品制造业为主的企业。企业注册资本11173.6486万人民币，实缴资本3848.8万人民 币。公司法定代表人为凌云剑。 通过天眼查大数据分析，松井新材料集团股份有限公司共对外投资了14家企业，参与招投标项目15次， 知识产权方面有商标信息21条，专利信息200条，此外企业还拥有行政许可80个。 来源：金融界 资金流向方面，今日主力资金净流出1212.24万元，占比成交额7.79%。其中，超大单净流出438.24万 元、占成交额2.82%，大单净流出774.00万元、占成交额4.97%，中单净流出流入696.41万元、占成交额 4.48%，小单净流入515.83万元、占成交额3.32%。 松井股份最新一期业绩显示，截至2025一季报，公司营业总收入1.53亿元、同比增长13.24%，归属净利 润380.50万元，同比减少68.52%，扣非净 ...

金融界消息 截至2025年7月31日收盘，松井股份（688157）报收于37.9元，上涨6.85%，换手率5.85%， 成交量9.15万手，成交金额3.36亿元。 资金流向方面，今日主力资金净流入1018.45万元，占比成交额3.03%。其中，超大单净流入293.83万 元、占成交额0.87%，大单净流入724.62万元、占成交额2.15%，中单净流出流入413.90万元、占成交额 1.23%，小单净流出1432.36万元、占成交额4.26%。 松井股份最新一期业绩显示，截至2025一季报，公司营业总收入1.53亿元、同比增长13.24%，归属净利 润380.50万元，同比减少68.52%，扣非净利润320.43万元，同比减少68.45%，流动比率1.881、速动比率 1.565、资产负债率27.55%。 天眼查商业履历信息显示，松井新材料集团股份有限公司，成立于2009年，位于长沙市，是一家以从事 化学原料和化学制品制造业为主的企业。企业注册资本11173.6486万人民币，实缴资本3848.8万人民 币。公司法定代表人为凌云剑。 通过天眼查大数据分析，松井新材料集团股份有限公司共对外投资了14家企业，参与 ...

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 ...