从泛亚微透十大流通股东角度 数据显示，汇添富基金旗下1只基金位居泛亚微透十大流通股东。汇添富成长焦点混合（519068）三季 度增持11.77万股，持有股数132.73万股，占流通股的比例为1.46%。根据测算，今日浮盈赚取约615.88 万元。 汇添富成长焦点混合（519068）成立日期2007年3月12日，最新规模33.12亿。今年以来收益3.99%，同 类排名3951/8873；近一年收益30.89%，同类排名3745/8123；成立以来收益392.19%。 2月6日，泛亚微透涨5.08%，截至发稿，报96.03元/股，成交1.57亿元，换手率1.87%，总市值87.39亿 元。 汇添富成长焦点混合（519068）基金经理为陈潇扬。 截至发稿，陈潇扬累计任职时间4年39天，现任基金资产总规模33.12亿元，任职期间最佳基金回 报-25.2%， 任职期间最差基金回报-25.2%。 从基金十大重仓股角度 数据显示，汇添富基金旗下1只基金重仓泛亚微透。汇添富成长焦点混合（519068）四季度减持32.78万 股，持有股数99.95万股，占基金净值比例为2.64%，位居第七大重仓股。根据测算，今日浮盈赚取约 4 ...

证券日报网讯 1月26日，泛亚微透在互动平台回答投资者提问时表示，公司多年来持续拓展海外市场， 产品已覆盖包括欧盟部分成员国在内的多个国家和地区，目前欧盟地区业务收入整体占比不大，公司对 欧盟市场的销售主要通过境内主体直接向欧盟客户出口为主。 （文章来源：证券日报） ...

证券简称：泛亚微透 证券代码：688386 江苏泛亚微透科技股份有限公司 2025 年度向特定对象发行股票 募集说明书 （注册稿） 保荐人（主承销商） （中国（上海）自由贸易试验区商城路 618 号） 二〇二五年十二月 江苏泛亚微透科技股份有限公司 募集说明书 声明 本公司及全体董事、高级管理人员承诺本募集说明书内容真实、准确、完 整，不存在虚假记载、误导性陈述或重大遗漏，按照诚信原则履行承诺，并承 担相应的法律责任。 本公司主要股东承诺本募集说明书内容真实、准确、完整，不存在虚假记 载、误导性陈述或重大遗漏，按照诚信原则履行承诺，并承担相应的法律责任。 中国证监会、上海证券交易所对本次发行所作的任何决定或意见，均不表 明其对注册申请文件及所披露信息的真实性、准确性、完整性作出保证，也不 表明其对本公司的盈利能力、投资价值或者对投资者的收益作出实质性判断或 保证。任何与之相反的声明均属虚假不实陈述。 根据《中华人民共和国证券法》的规定，股票依法发行后，本公司经营与 收益的变化，由本公司自行负责；投资者自主判断本公司的投资价值，自主作 出投资决策，自行承担股票依法发行后因本公司经营与收益变化或者股票价格 变动引 ...

Market Performance - The plastic sector increased by 0.97% on January 21, with Daon Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] Top Gainers in Plastic Sector - Daon Co., Ltd. (002838) closed at 30.36, up 10.00% with a trading volume of 157,400 shares and a transaction value of 457 million [1] - Jiangsu Boyun (301003) closed at 49.22, up 9.11% with a trading volume of 39,100 shares and a transaction value of 188 million [1] - Pan-Asia Micro透 (688386) closed at 98.44, up 6.94% with a trading volume of 29,600 shares and a transaction value of 285 million [1] Market Capital Flow - The plastic sector experienced a net outflow of 33.89 million from institutional investors, while retail investors saw a net inflow of 45.1 million [2] - The overall net outflow from speculative funds was 418 million [2] Individual Stock Capital Flow - Jinfa Technology (600143) had a net inflow of 12.2 million from institutional investors, while it faced a net outflow of 98.76 million from retail investors [3] - Daon Co., Ltd. (002838) saw a net inflow of 10.3 million from institutional investors but a net outflow of 42.85 million from speculative funds [3] - BoFei Electric (001255) had a net inflow of 22.91 million from institutional investors, with a significant net outflow of 94.28 million from speculative funds [3]

1月21日，泛亚微透涨5.27%，截至发稿，报96.90元/股，成交1.23亿元，换手率1.44%，总市值88.18亿 元。 资料显示，江苏泛亚微透科技股份有限公司位于江苏省常州市武进区礼嘉镇前漕路8号，成立日期1995 年11月8日，上市日期2020年10月16日，公司主营业务涉及膨体聚四氟乙烯膜(ePTFE)等微观多孔材料及 其改性衍生产品、密封件、挡水膜的研发、生产及销售。主营业务收入构成为：ePTFE微透产品 35.76%，CMD14.94%，密封件13.74%，气凝胶11.07%，气体管理产品9.18%，吸隔声产品6.63%，挡水 膜5.01%，线束2.98%，其他0.69%。 从泛亚微透十大流通股东角度 数据显示，兴证全球基金旗下1只基金位居泛亚微透十大流通股东。兴全合远两年持有混合A （011338）三季度新进十大流通股东，持有股数133.49万股，占流通股的比例为1.47%。根据测算，今 日浮盈赚取约647.44万元。 数据显示，兴证全球基金旗下1只基金重仓泛亚微透。兴全合远两年持有混合A（011338）三季度持有 股数133.49万股，占基金净值比例为5.54%，位居第六大重仓股。根据测算， ...

Investment Rating - The report does not explicitly state an investment rating for the industry. Core Insights - The demand for satellite internet networking is urgent, and space computing opens new growth opportunities. The construction of satellite internet networks is driven by strong demand due to the advantages of wide coverage, strong disaster resistance, and rapid deployment. The International Telecommunication Union (ITU) has established principles for satellite frequency and orbit usage, leading to a competitive race for low Earth orbit resources. The construction and launch of satellite constellations in China are accelerating, with a significant gap compared to the US [4][16]. - Space computing is leading to increased demand for satellites. The traditional model of "ground computing" is evolving to "space computing," with satellites equipped with AI chips and edge computing modules to process data in orbit, significantly reducing transmission delays and processing times. Major companies are investing in space computing infrastructure, which is expected to drive the demand for satellites [17][19]. - Solar wings are the only efficient and long-term energy supply solution for near-Earth commercial space. Solar wings account for approximately 12%-24% of the satellite's value, and their area is continuously increasing, which enhances the overall power supply capacity of satellites. The transition from rigid to flexible solar wings is a key trend, with different technological routes being adopted in China and the US [4][28][38]. Summary by Sections Satellite Internet Networking - The urgent need for satellite internet networking is driven by the rapid release of rigid application demands in communication, navigation, and remote sensing. The construction of satellite internet networks is becoming increasingly critical due to limited low Earth orbit resources and the competitive landscape [11][16]. - The ITU's "first come, first served" principle has intensified the competition for satellite orbital resources, with China lagging in the completion rate of its satellite constellations compared to the US [16][18]. Space Computing - Space computing is transforming satellite demand by embedding AI capabilities into satellite systems, allowing for in-orbit data processing and reducing the need for ground-based data transmission. This shift is expected to significantly enhance the capabilities and applications of satellites [19][22]. Solar Wings - Solar wings are essential for providing continuous power to satellites, with their value accounting for a significant portion of the satellite's overall worth. The area of solar wings is increasing, which is expected to enhance the power supply capabilities of satellites [28][30]. - The transition from rigid to flexible solar wings allows for greater power generation efficiency and is particularly suited for high-power and multi-satellite launch scenarios. The flexible solar wings can achieve a higher power-to-weight ratio and better space utilization [38][45]. Technology Routes - There are notable differences in the solar wing battery technology routes between China and the US. The US primarily uses silicon solar cells due to their lower costs and established supply chains, while China is exploring gallium arsenide cells for their higher power-to-weight ratios and efficiency [51][62]. - Gallium arsenide cells are being actively explored for cost reduction, and perovskite cells are emerging as a potential next-generation solution for solar wings due to their low cost and high efficiency [65][69].

《泛亚微透关于2025年度向特定对象发行股票申请获得中国证券监督管理委员会同意注册批复的 公告》 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 截至2026年1月19日收盘，泛亚微透（688386）报收于95.16元，较前一交易日上涨2.99%，最新总市值 为86.6亿元。该股当日开盘94.04元，最高96.6元，最低91.39元，成交额达2.2亿元，换手率为2.54%。 公司近日发布公告称，江苏泛亚微透科技股份有限公司已收到中国证券监督管理委员会出具的《关于同 意江苏泛亚微透科技股份有限公司向特定对象发行股票注册的批复》（证监许可〔2026〕82号），同意 公司向特定对象发行股票的注册申请。批复自同意注册之日起12个月内有效。公司应严格按照报送上海 证券交易所的申报文件和发行方案实施发行。如发生重大事项，需及时报告上海证券交易所并按相关规 定处理。董事会将根据批复要求及法律法规，在规定期限内办理相关事宜，并履行信息披露义务。 最新公告列表 ...

公司公告汇总 截至2026年1月16日收盘，泛亚微透（688386）报收于92.4元，较上周的95.6元下跌3.35%。本周，泛亚 微透1月12日盘中最高价报100.16元。1月14日盘中最低价报87.24元。泛亚微透当前最新总市值84.08亿 元，在塑料板块市值排名25/72，在两市A股市值排名2343/5183。 本周关注点 公司公告汇总：获证监会同意向特定对象发行股票注册批复 公司应严格按照报送上海证券交易所的申报文件和发行方案实施发行。 如发生重大事项，需及时报告上海证券交易所并按相关规定处理。 董事会将根据批复要求及法律法规，在规定期限内办理相关事宜，并履行信息披露义务。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 江苏泛亚微透科技股份有限公司收到中国证券监督管理委员会《关于同意江苏泛亚微透科技股份有限公 司向特定对象发行股票注册的批复》（证监许可〔2026〕82号），同意公司向特定对象发行股票的注册 申请。 批复自同意注册之日起12个月内有效。 ...

Core Viewpoint - Jiangsu Panyamicro Technology Co., Ltd. has received approval from the China Securities Regulatory Commission (CSRC) for its application to issue shares to specific investors for the year 2025 [1]. Group 1 - The CSRC has granted approval for the company's application to issue shares to specific investors [1]. - The company is required to strictly implement the issuance according to the documents submitted to the Shanghai Stock Exchange and the issuance plan [1]. - The approval is valid for 12 months from the date of registration [1]. Group 2 - The company must report any significant events to the Shanghai Stock Exchange from the date of approval until the completion of the issuance [1]. - The board of directors will handle the issuance matters within the specified timeframe and fulfill information disclosure obligations [1].

证券代码：688386 证券简称：泛亚微透 公告编号：2026-001 江苏泛亚微透科技股份有限公司 关于 2025 年度向特定对象发行股票申请获得 江苏泛亚微透科技股份有限公司（以下简称"公司"）于近日收到中国证 券监督管理委员会出具的《关于同意江苏泛亚微透科技股份有限公司向特定 对象发行股票注册的批复》（证监许可〔2026〕82号）（以下简称"批复文件" ），具体内容如下： "一、同意你公司向特定对象发行股票的注册申请。 二、你公司本次发行应严格按照报送上海证券交易所的申报文件和发行 方案实施。 特此公告。 中国证券监督管理委员会同意注册批复的公告 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、准确性和完整性承担个别及连带责任。 三、本批复自同意注册之日起 12 个月内有效。 四、自同意注册之日起至本次发行结束前，你公司如发生重大事项，应 及时报告上海证券交易所并按有关规定处理。" 公司董事会将按照上述批复文件和相关法律法规的要求以及公司股东 会的授权，在规定期限内办理本次向特定对象发行股票的相关事项，并及时 履行信息披露义务，敬请广大投资者注意投资 ...