浙江海正生物材料股份有限公司 关于诉讼事项的公告 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： 浙江海正生物材料股份有限公司（以下简称"公司"或"本公司"）于 2025 年 12 月 18 日收到台州市椒江区人民法院《出庭通知书》，被告人钱某某、郑某 某与附带民事诉讼原告人浙江海正生物材料股份有限公司、浙江海诺尔生物材料 有限公司、附带民事诉讼被告人柯某某、普立思生物科技有限公司、安徽金普瑞 新材料有限公司、张家港市沃尔特精密机械有限公司侵犯商业秘密罪一案，定于 2025 年 12 月 23 日上午开庭审理。具体情况如下： 一、本次诉讼起诉的基本情况 证券代码：688203 证券简称：海正生材 公告编号：2025-58 （一）诉讼当事人 1 案件所处的诉讼阶段：尚未开庭审理 上市公司所处的当事人地位：原告 涉案的金额：连带赔偿原告经济损失暂计三千万元人民币（包括原告 为本案支付的全部合理费用） 是否会对上市公司损益产生负面影响：因本诉讼事项中公司及全资子 公司作为原告，就侵害商业秘密案件主张赔偿权利，预计 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问近两年是否出口欧盟国家？ 海正生材（688203.SH）12月15日在投资者互动平台表示，公司的主要产品为树脂形态的聚乳酸，已取 得美国FDA食品接触安全认证、日本的合规性认证，并完成欧盟的REACH注册。公司产品远销海外， 包括欧盟相关国家。 ...

海正生材（688203.SH）12月15日在投资者互动平台表示，一期7.5万吨聚乳酸生产线正在调试中。 （记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：公司15万吨PLA产能一期之前说2025年底竣工，目前进 展如何？ ...

Investment Rating - The report maintains a "Positive" outlook on the 3D printing industry, indicating a low current penetration rate and potential for rapid growth driven by the expansion of demand for customized products and the popularization of the 3D farm model [7]. Core Insights - The 3D printing industry is entering a "singularity moment," where growth is driven not just by technological breakthroughs but also by a paradigm shift in industrial manufacturing and a surge in consumer demand for personalized products. Key drivers include agile manufacturing advantages in industrial-grade 3D printing, the ability to produce complex shapes, and the democratization of technology in consumer-grade 3D printing [9][13]. - The global 3D printing market is projected to reach $21.9 billion in 2024, with a year-on-year growth of 9.31%. In China, the market is expected to reach 42.3 billion yuan, with a significant portion of revenue coming from equipment and services [9][69]. Summary by Sections Investment Suggestions and Targets - The report suggests that the 3D printing industry is poised for rapid growth due to low current penetration rates and expanding demand. Key investment targets include: - Consumer-grade 3D printing service operator Huina Technology (300609, not rated) - Industrial-grade metal printing equipment manufacturers Plater (688333, not rated) and Huashu High-Tech (688433, not rated) - 3D printing material suppliers Jialian Technology (301193, not rated) and Youyan Powder Materials (688456, not rated) [4][21]. Industry Overview - 3D printing technology is characterized by its flexibility and high production capacity, allowing for the creation of complex structures with minimal waste. The technology has evolved from traditional subtractive manufacturing to additive manufacturing, enabling significant design freedom and reduced production cycles [22][24]. - The main materials used in 3D printing include plastics and metal powders, with various technological routes such as FDM, SLS, and SLA being commercially viable [31][36]. Market Outlook - The global 3D printing market is experiencing a golden development period, with both consumer and industrial segments expected to expand. The U.S. leads the market, while the Asia-Pacific region is catching up rapidly. The market for 3D printing materials is projected to grow by 35.21% in 2024, with significant growth also seen in 3D bioprinting and metal additive manufacturing [58][62]. - In China, the 3D printing market is expected to reach 42.3 billion yuan in 2024, with a strong focus on equipment and services, which together account for 76% of the market [69][70]. Key Players - The report highlights the differentiation among leading companies in the industrial-grade 3D printing sector, with notable players like Plater and Huashu High-Tech excelling in metal 3D printing. In the consumer-grade sector, Huina Technology is building a supply-demand ecosystem through a combination of scale farms and offline stores [9][20][21].

中国经济网北京12月3日讯 海正生材(688203.SH)今日股价下跌，截至收盘报13.02元，跌幅5.86%。 海正生材于2022年8月16日在上交所科创板上市，发行数量为5,066.9517万股，发行价格为16.68元/股， 保荐机构（主承销商）为中信建投证券股份有限公司，保荐代表人为魏尚骅、张兴华。 海正生材首次公开发行股票的发行费用合计9,430.64万元（不含增值税金额），其中，保荐及承销费用 7,183.92万元。 （责任编辑：马欣） 上市首日，海正生材盘中最高报23.78元，为该股上市以来最高价。该股目前处于破发状态。 海正生材首次公开发行股票募集资金总额84,516.75万元，扣除发行费用后，募集资金净额为75,086.12万 元。海正生材最终募集资金净额比原计划少57,501.88万元。海正生材于2022年8月11日披露的招股说明 书显示，该公司拟募集资金132,588.00万元，分别用于年产15万吨聚乳酸项目、研发中心建设项目。 ...

证券代码：688203 证券简称：海正生材 公告编号：2025-57 浙江海正生物材料股份有限公司 关于股份回购进展公告 浙江海正生物材料股份有限公司（以下简称"公司"）于 2024 年 8 月 28 日 召开第七届董事会第十次会议，审议通过了《关于以集中竞价交易方式回购公司 股份方案的议案》，同意公司以自有资金通过上海证券交易所系统以集中竞价交 易方式回购公司已发行的部分人民币普通股（A 股）股票，拟在未来适宜时机用于 公司股权激励或员工持股计划。公司本次回购价格不超过人民币 12.00 元/股（含）， 回购资金总额不低于人民币 2,000 万元（含），不超过人民币 3,000 万元（含）， 本次回购期限自公司董事会审议通过本次回购方案之日起不超过 12 个月。具体内 容详见公司分别于 2024 年 8 月 29 日、2024 年 9 月 3 日在上海证券交易所网站 （www.sse.com.cn）披露的《浙江海正生物材料股份有限公司关于以集中竞价方 式回购股份方案的公告》（公告编号：2024-34）、《浙江海正生物材料股份有限 公司关于以集中竞价方式回购股份的回购报告书》（公告编号：2024-36）。 2 ...

格隆汇12月1日丨海正生材(688203.SH)公布,截至2025年11月30日，公司通过上海证券交易所交易系统以 集中竞价交易方式已累计回购公司股份192.5万股，占公司目前总股本2.03亿股的比例为0.95%，回购成 交的最高价为15.98元/股，最低价为7.76元/股，支付的资金总额为人民币2084.20万元（不含印花税、交 易佣金等交易费用）。 ...

Core Insights - The article emphasizes the rapid growth and potential of polylactic acid (PLA) biodegradable plastics as a sustainable alternative to traditional petroleum-based plastics, driven by global green initiatives and domestic policies in China [1][7][10]. Industry Overview - PLA is derived from renewable plant resources, such as corn and cassava, through fermentation to produce lactic acid, which is then polymerized into biodegradable polyester [2][3]. - PLA offers advantages over traditional plastics, including lower carbon emissions, good biocompatibility, and adaptability to various applications like packaging and medical devices [5][6]. Market Dynamics - The global biodegradable plastics market is projected to grow significantly, with production capacity expected to reach approximately 573 million tons by 2029, reflecting a compound annual growth rate (CAGR) of over 18% [8][10]. - In China, the biodegradable materials market is anticipated to reach 29.9 billion yuan in 2024, with a year-on-year growth of 29.59%, and is expected to exceed 48 billion yuan by 2025 [10][11]. Competitive Landscape - Leading domestic companies such as Fengyuan Group, Haizheng Biomaterials, and Jindan Technology are actively expanding their production capacities and integrating the supply chain from raw materials to PLA production [11][12]. - International players like NatureWorks and TotalCorbion are also establishing a presence in China, creating a differentiated competitive landscape [11]. Future Trends - The PLA industry is expected to focus on overcoming technical barriers, enhancing product performance, and expanding into high-value applications such as medical materials and engineering plastics [13][14]. - There is a strong emphasis on building a sustainable circular economy, utilizing non-food biomass resources, and improving recycling technologies to align with carbon neutrality goals [15].

Investment Rating - The industry investment rating is "Overweight," indicating that the industry is expected to outperform the overall market [7]. Core Insights - AI empowerment significantly lowers creative barriers, accelerating the arrival of a universal creation era. The Nano Banana Pro version has improved image quality and resolution, enhancing text rendering capabilities and supporting the fusion of 14 images to generate new visuals, providing flexible and efficient tools for 3D printing players [2]. - Technological breakthroughs in multi-color printing are becoming a core competitive advantage for enterprises, driving demand for consumables. Companies like Snapmaker and拓竹科技 are innovating in smart multi-color printing technology, significantly reducing waiting times and material costs [2]. - Increased funding from various enterprises is enhancing the industry ecosystem. DJI and Meituan are investing in 3D printing companies, which will help accelerate product iteration and market promotion [2]. - The industry is expected to maintain high growth rates, with positive export performance. In the first three quarters of 2025, China exported 3.491 million 3D printers, nearing the total of 3.778 million units for 2024, with projections of reaching around 5 million units in 2025 [2]. Summary by Sections Industry Overview - The report highlights the rapid advancements in AI and 3D printing technologies, which are expected to drive consumer demand and enhance the usability of consumer-grade 3D printers [2]. Market Demand - The demand for 3D printers is projected to grow significantly, with exports expected to reach 10.7 billion yuan in 2025, reflecting a strong market outlook [2]. Key Industry Players - Key players in the industry include: - Components:杰普特, 锐科激光, 金橙子 - 3D Scanners: 思看科技, 奥比中光-UW - Materials: 海正生材, 家联科技 - Complete Machines: 拓竹科技, 创想三维, 安克创新, 汇纳科技 [2][3].

证券之星消息，11月24日浙江国企改革板块较上一交易日上涨0.69%，海正生材领涨。当日上证指数报 收于3836.77，上涨0.05%。深证成指报收于12585.08，上涨0.37%。浙江国企改革板块个股涨跌见下表： 从资金流向上来看，当日浙江国企改革板块主力资金净流出1.12亿元，游资资金净流出1.21亿元，散户资 金净流入2.32亿元。浙江国企改革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) | | --- | --- | --- | --- | --- | --- | | 300393 | 中来股份 | 7.26 | -2.94% | 70.45万 | 5.17亿 | | 002196 | 方正电机 | 12.89 | -2.27% | 75.75万 | 9.69/Z | | 600982 | 宁波能源 | 4.44 | -1.55% | 34.10万 | 1.52亿 | | 603088 | 宁波精达 | 10.04 | -1.38% | 15.01万 | 1.50亿 | | 600032 | 浙江新能 | 7.42 | -1.20% | 1 ...