证券代码：688203 证券简称：海正生材 公告编号：2025-35 浙江海正生物材料股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东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： 大股东持股的基本情况 截至本公告披露日，浙江海正生物材料股份有限公司（以下简称"公 司"或"海正生材"）持股 5%以上股东中国石化集团资本有限公司（以下 简称"中石化资本"）持有公司股份 13,659,494 股，占公司总股本的 6.74%。 上述股份为公司首次公开发行前取得的股份，并已于 2024 年 2 月 19 日起 上市流通。 减持计划的主要内容 因经营发展资金需求，中石化资本计划拟自本公告披露之日起十五个 交易日后的三个月内，通过大宗交易方式减持不超过 3,525,600 股，占公 司总股本比例不超过 1.74%。上述股份减持价格按减持实施时的市场价格 确定。在减持计划实施期间，公司若发生送股、资本公积金转增股本、增 发新股或配股等变动事项，减持股份数量将根据公司届时最新的总股本数 量及减持计划比例进行相应调整。 1 ...

Group 1 - The major shareholder, China Petroleum & Chemical Corporation Capital Co., Ltd., plans to reduce its holdings by no more than 3.5256 million shares, accounting for no more than 1.74% of the company's total share capital [1] - Currently, China Petroleum & Chemical Corporation Capital holds 13.6595 million shares, representing 6.74% of the company's total share capital [1] - The reduction plan will be executed through block trading within three months after the announcement, starting fifteen trading days from the date of disclosure [1]

Group 1 - The core viewpoint is that the 3D printing industry is entering a rapid development phase, with polylactic acid (PLA) as a key raw material, and its consumption is expected to exceed 40,000 tons in 2024 [1] - Overseas companies dominate the PLA supply in the 3D printing sector, while domestic companies hold a smaller market share; however, the company is positioned as a significant player in driving material upgrades through continuous innovation [1] - The current demand for 3D printing is primarily concentrated in Europe and the United States, with domestic demand starting late but growing quickly; the company aims to capture more incremental market share by serving leading enterprises and enhancing R&D and product quality [1] Group 2 - Specific requirements for PLA in 3D printing materials include adaptability for high-speed printing, rapid cooling, and various colors and visual effects [1] - The global consumption of PLA is projected to be approximately 260,000 tons in 2024, with domestic consumption around 120,000 tons; the market is currently oversupplied, and prices are nearing cost levels, indicating limited future price volatility [1]

Summary of the Conference Call Industry Overview - The polylactic acid (PLA) market is experiencing a significant price decline due to supply and demand dynamics, with capacity utilization rates at only 30%-40% [2][5] - New capacity additions from domestic and international players are expected to further depress prices, although the decline may be limited as prices approach cost levels [2][5] - The global PLA market is dominated by NatureWorks and Total Corbion, with Haizheng Biomaterials holding a significant domestic market share of approximately 43% [2][6][8] Company Insights - Haizheng Biomaterials has seen substantial growth in its consumer-grade FDM 3D printing business since 2023, benefiting from technological innovations by Tuo Zhu Technology [2][11][12] - The company is expanding its production capacity, with plans for a new 150,000-ton biomass project, with the first phase of 75,000 tons expected to begin trial production by the end of the year [7][44] - The company maintains a competitive position in the domestic market, with a focus on enhancing its market share and exploring new applications for PLA [19][29][45] Financial Performance - The overall operational situation of Haizheng Biomaterials in Q2 2025 is reported to be normal, with improvements compared to Q1 [4] - Financial data for the first half of the year will be detailed in the upcoming semi-annual report, with expectations for revenue to remain stable year-on-year, although profit improvement is necessary [42][43] Market Dynamics - The demand for 3D printing materials is rapidly increasing, with projections suggesting a potential reach of 100,000 tons by 2026, driven by applications in industrial manufacturing and medical devices [2][16] - The domestic market for 3D printing materials is expected to grow significantly, with the majority of sales currently focused on the European and American markets [15][21] Competitive Landscape - The global PLA market is characterized by a stable competitive landscape, with major players holding significant market shares [6][19] - Haizheng Biomaterials faces competition from both domestic and international companies, but its focus on quality and service is seen as a way to enhance its market position [19][29] Regulatory and Environmental Factors - Environmental policies have a significant impact on PLA demand, although the implementation of these policies has not been as aggressive as initially anticipated [10][36] - The market for biodegradable products is shifting from a replacement focus to a supplementary one, indicating a high dependency on environmental policies [36] Future Outlook - The company views PLA as a high-quality material with substantial growth potential, particularly in the 3D printing sector [33][45] - The upcoming capacity expansion and ongoing technological advancements are expected to position Haizheng Biomaterials favorably in the market [44][45] Additional Considerations - The company is exploring new applications and high-value products to enhance margins amid cost pressures [37] - The competitive landscape is expected to remain challenging, with price wars and aggressive strategies from competitors [31][43]

Group 1 - The major shareholder, Hunan Zhongqi Dongjian Private Equity Investment Partnership, held 10,457,516 shares, accounting for 5.16% of the total share capital before the reduction plan [1] - The reduction plan was disclosed on March 7, 2025, with the intention to reduce shares due to funding needs, allowing for a maximum reduction of 1% within three months [1] - As of June 16, 2025, the shareholder had completed the reduction of 2,026,780 shares through centralized bidding, resulting in a current holding of 8,430,736 shares, or 4.16% [2][3] Group 2 - The reduction price range was between 9.85 and 15.54 yuan per share, with a total reduction amount of 22,068,414.24 yuan [2] - The actual reduction was consistent with the previously disclosed plan, confirming that the minimum reduction quantity was achieved [3]

Group 1: Solid-State Battery Sector - Nord Shares experienced a 10.12% increase over three consecutive days, attributed to solid-state battery developments [3] - Xiangtan Electric Chemical saw a first board increase of 10.05%, also linked to solid-state battery advancements [3] - Fengyuan Shares had a first board rise of 10.03%, driven by solid-state battery news [3] - Haike New Source achieved a first board increase of 20.02%, related to solid-state battery technology [3] - Keheng Shares recorded an 11.68% rise, associated with solid-state battery innovations [3] Group 2: Robotics Sector - Kaiwang Technology had a first board increase of 20.01%, driven by robotics and connectivity [5] - Rongtai Shares saw a first board rise of 10.01%, linked to robotics [5] - Baoxin Technology experienced a first board increase of 10.00%, attributed to robotics developments [5] - Jiangsu Leili recorded an 11.98% rise, associated with robotics [5] - Shuanglin Shares had a 10.06% increase, also related to robotics [5] Group 3: AI and Chip Industry - Guojin Securities reported that Nvidia's GB200/300 is actively increasing orders, predicting explosive growth for ASICs in 2025 and 2026, with many AI-PCB companies experiencing strong orders [6] - Marvell revised its data center and AI ASIC target share, increasing the total addressable market (TAM) for data centers to $94 billion by 2028, up from $75 billion, and for AI custom chips (ASIC) to $54 billion, up from $43 billion [9] Group 4: Oil and Gas Services - Reports indicate that U.S. officials are preparing for potential strikes on Iran, which may impact the oil and gas sector [11] Group 5: Digital Currency - Circle, the first stock of stablecoins, surged over 33% in the overnight market, closing at $199.59, which is more than 540% above its issue price of $31 [13] Group 6: Market Focus Stocks - Dongxin Peace saw a 10.02% increase over nine days, with six consecutive boards [18] - Zhun Oil Shares recorded a 9.96% rise over five consecutive boards [12] - Shandong Molong experienced a 10.00% increase over five consecutive boards [12]

证券代码：688203 证券简称：海正生材 公告编号：2025-34 浙江海正生物材料股份有限公司 股东减持股份结果公告 本公司董事会、全体董事及相关股东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： 大股东持股的基本情况 一、减持主体减持前基本情况 上述减持主体无一致行动人。 二、减持计划的实施结果 （一）大股东因以下事项披露减持计划实施结果： 减持计划实施完毕 本次减持计划实施前，湖南中启洞鉴私募股权投资合伙企业（有限合伙）（以 下简称"中启洞鉴"）持有公司股份 10,457,516 股，占公司总股本的 5.16%。 上述股份为公司首次公开发行前取得的股份，并已于 2024 年 2 月 19 日起上市流 通。详见公司于 2024 年 2 月 2 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首次公开发行部分限售股上市流通公告》 （2024-03）。 减持计划的实施结果情况 公司于 2025 年 3 月 7 日在上海证券交易所网站（www.sse.com.cn）披露了 《浙江海正 ...

Core Viewpoint - The upgrade of the "plastic ban" has led to a significant increase in the demand for polylactic acid (PLA) in various sectors, including packaging and disposable tableware, with China's PLA consumption expected to reach 240,000 tons in 2024, a year-on-year increase of 60% [1][12]. Industry Overview - Polylactic acid (PLA) is a biodegradable polymer material derived from the polymerization of lactic acid, which can be obtained from renewable plant resources through fermentation [4]. - PLA has good biocompatibility and can be decomposed by microorganisms in the natural environment, making it an environmentally friendly material [4]. Industry Development History - The PLA industry in China has gone through three main stages: the embryonic stage (1979-2006), the initiation stage (2007-2019), and the explosive growth stage (2020-present) [4][5]. - The government has implemented policies to restrict the use of non-degradable plastics, which has significantly boosted the demand for PLA [5][6]. Industry Chain - The PLA industry chain includes upstream raw materials (corn, sugarcane, etc.), midstream PLA production, and downstream applications in food packaging, disposable tableware, and medical devices [8]. Current Industry Status - The demand for PLA has surged due to the expanded scope of the plastic ban, with significant advancements in domestic production technology leading to lower costs and improved product quality [12]. - In the first four months of 2025, China's imports of primary PLA amounted to $48.39 million, a year-on-year increase of 42.69%, while exports reached $22.24 million, up 35.53% [14]. Key Companies' Performance - The PLA industry in China is characterized by strong leading companies, such as Anhui Fengyuan and Zhejiang Haizheng, which have established comprehensive industry chains and technological advantages [16][20]. - Anhui Fengyuan has a complete industry chain from corn planting to PLA deep processing, while Zhejiang Haizheng has achieved significant breakthroughs in the industrialization of key PLA raw materials [17][20]. Industry Development Trends 1. The global upgrade of plastic ban policies is a core driver for the PLA industry's growth, with increasing consumer awareness of environmental issues further boosting demand [22]. 2. Technological innovations and industry chain integration are accelerating, with domestic companies reducing reliance on imported technologies [23][24]. 3. The demand for high-end PLA products is growing, leading to a transformation towards high-value-added sectors, while international competition is intensifying [25].

证券代码：688203 证券简称：海正生材 公告编号：2025-33 浙江海正生物材料股份有限公司 股票交易异常波动公告 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"）股 票交易连续三个交易日内（2025 年 6 月 12 日、2025 年 6 月 13 日、2025 年 6 月 16 日）收盘价格涨幅偏离值累计超过 30%，根据《上海证券交易所交易规则》 《上海证券交易所科创板股票异常交易实时监控细则》的有关规定，属于股票交 易异常波动情形。 ● 经公司自查，并向公司控股股东和实际控制人发函查证，截至 2025 年 6 月 16 日，公司、控股股东、实际控制人不存在影响公司股票交易异常波动的重 大事项，亦不存在其他应披露而未披露的重大信息。 ● 截至 2025 年 6 月 16 日，公司收盘价为 15.54 元/股，根据中证指数有限 公司发布的数据，公司最新滚动市盈率为 91.04 倍，公司所处的化学纤维制造业 最近一个月平均滚动市盈率为 ...

证券代码：688203 证券简称：海正生材 公告编号：2025-32 本次权益变动为中石化资本履行此前披露的减持股份计划所致，不触及要约 收购。本次权益变动不会导致公司控股股东、实际控制人发生变化，不会对公司 治理结构及未来持续经营产生重大影响。本次权益变动后，中石化资本持有公司 股份数量由 15,686,274 股减少至 13,659,494 股，持股比例由公司总股本的 一、减持主体减持前基本情况 浙江海正生物材料股份有限公司 持股 5%以上股东权益变动触及 1%刻度暨减持股份 结果公告 本公司董事会、全体董事及相关股东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： ? 大股东持股的基本情况 浙江海正生物材料股份有限公司（以下简称"公司"或"海正生材"）持股 份 15,686,274 股，占公司总股本的 7.74%。上述股份为公司首次公开发行前取 得的股份，并已于 2024 年 2 月 19 日起上市流通。 ? 减持计划的实施结果情况 公司于 2025 年 5 月 15 日在上海证券交易所网站（www.sse.com.cn） ...