（编辑 丛可心） 证券日报网讯 1月22日，赛特新材发布公告称，公司预计2025年年度实现营业收入与上年同期相比，将 增加4910万元到7360万元，同比增长5.26%到7.88%；预计实现归属于母公司所有者的净利润与上年同 期相比，将减少4467万元到5550万元，同比减少57.89%到71.93%。 ...

Core Viewpoint - The company, Sait New Materials (688398.SH), has announced a significant decrease in its expected net profit for the year 2025, projecting a reduction of 44.67 million to 55.50 million yuan, which translates to a year-on-year decline of 57.89% to 71.93% [1] Group 1: Financial Performance - The main reason for the profit reduction is attributed to the impact of the macroeconomic environment and market competition, leading to a decrease in the average sales price of the main product, vacuum insulation panels, and changes in the domestic and foreign sales structure, resulting in a decline in gross profit margin [1] - The subsidiary, Weijiji, is currently in the investment phase, which has led to an increase in fixed asset depreciation expenses compared to the previous year [1] - The company has experienced an increase in financial expenses due to the interest expenses from convertible bonds and bank loans compared to the previous year [1] Group 2: Business Outlook - Despite the challenges, the company maintains a positive growth trend in the production and sales volume of vacuum insulation panels [1] - The implementation of new refrigerator energy efficiency standards and the continuation of the old-for-new policy in 2026 are expected to create favorable conditions for the sustained increase in the penetration rate of the company's main products [1] - The company plans to actively respond to opportunities and challenges by optimizing its business layout, responding to downstream customer demands, accelerating the launch of new products, and expanding into new application areas while enhancing daily operational management and deepening cost reduction and efficiency improvement efforts to enhance overall profitability [1]

Core Viewpoint - The company, Sait New Materials (688398.SH), has announced a significant decrease in its expected net profit for the year 2025, projecting a reduction of 44.67 million to 55.50 million yuan, which translates to a year-on-year decline of 57.89% to 71.93% [1] Group 1: Reasons for Profit Decrease - The primary reasons for the profit decrease include a decline in the average selling price of the main product, vacuum insulation panels, due to macroeconomic conditions and market competition, leading to a decrease in gross margin [1] - The subsidiary, Weijiji, is currently in an investment phase, resulting in increased fixed asset depreciation expenses compared to the previous year [1] - The company has incurred higher financial expenses due to interest costs from convertible bonds and bank loans, contributing to the overall increase in financial costs [1] Group 2: Business Outlook and Strategies - Despite the profit decrease, the company reports a continued growth trend in the production and sales volume of vacuum insulation panels, driven by market demand [1] - The implementation of new refrigerator energy efficiency standards and the continuation of the old-for-new policy in 2026 are expected to create favorable conditions for the sustained increase in the penetration rate of the company's main products [1] - The company plans to actively respond to opportunities and challenges by optimizing its business layout, responding to downstream customer needs, accelerating the launch of new products, and expanding into new application areas [1] - There is a focus on enhancing daily operational management and deepening cost reduction and efficiency improvement efforts to boost overall profitability [1]

| 证券代码：688398 | 证券简称：赛特新材 | 公告编号：2026-003 | | --- | --- | --- | | 债券代码：118044 | 债券简称：赛特转债 | | 福建赛特新材股份有限公司 关于 2025 年度计提资产减值准备的公告 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。 一、计提资产减值准备情况概述 根据《企业会计准则》及福建赛特新材股份有限公司（以下简称"公司"） 会计政策、会计估计的相关规定，为客观、公允地反映截至 2025 年 12 月 31 日 的财务状况及 2025 年度的经营成果，基于谨慎性原则，公司对截至 2025 年 12 月 31 日合并报表范围内的相关资产进行了减值测试，对可能发生资产减值损失 的有关资产计提减值准备。预计 2025 年度计提资产减值损失和信用减值损失共 计人民币 1,334.41 万元（以最终审计结果为准）。具体情况如下表所示： 单位：万元 二、计提资产减值准备事项的具体说明 （一）资产减值损失 公司根据《企业会计准则第 1 号——存货》及公司会计政策 ...

| 证券代码：688398 | 证券简称：赛特新材 | 公告编号：2026-002 | | --- | --- | --- | | 债券代码：118044 | 债券简称：赛特转债 | | 福建赛特新材股份有限公司 2025 年年度业绩预减公告 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。 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年12月31日。 （二）业绩预告情况 （2）经财务部门初步测算，预计2025年年度实现归属于母公司所有者的净 利润与上年同期（法定披露数据）相比，将减少4,467万元到5,550万元，同比减 少57.89%到71.93%。 （3）归属于母公司所有者的扣除非经常性损益的净利润与上年同期（法定 披露数据）相比，将减少4,274万元到5,212万元，同比减少60.30%到73.53%。 （4）本次业绩预告相关财务数据未经注册会计师审计。 二、上年同期业绩情况和财务状况 （一）营业收入：93,353.56 万元。利润总额：8,381.39 万元。归属于母公 司所有者的净利润： ...

Core Viewpoint - The company expects a significant decrease in net profit attributable to shareholders for the year 2025, projecting a reduction of 44.67 million to 55.50 million yuan, which translates to a year-on-year decline of 57.89% to 71.93% [1] Group 1: Financial Performance - The decline in net profit is attributed to the macroeconomic environment and market competition affecting the sales price of the main product, vacuum insulation panels, which saw a year-on-year decrease [1] - The gross profit margin of vacuum insulation panels has decreased year-on-year due to changes in the sales structure for both domestic and international markets [1] - The company’s subsidiary, Wei Ai Ji, is currently in the investment phase, leading to an increase in fixed asset depreciation expenses compared to the previous year [1] Group 2: Financial Costs - The company has incurred higher financial expenses due to increased interest expenses from the issuance of convertible bonds and bank loans compared to the previous year [1]

每经AI快讯，有投资者在投资者互动平台提问：请问公司近年是否存在向欧盟出口或销售的相关业 务？如有，欧盟地区业务收入在公司整体营业收入中的占比大致为多少？此外，公司对欧盟市场的销售 主要通过哪种方式实现？是以境内主体直接向欧盟客户出口为主，还是通过在欧盟国家设立的子公司进 行销售，或通过第三方贸易商、代理商转销至欧盟市场？ （文章来源：每日经济新闻） 赛特新材（688398.SH）1月19日在投资者互动平台表示，公司的销售模式采取直接销售和中间销售相 结合，并且以直接销售为主。其中，欧盟地区业务以境内主体进行直接销售，近年来源于欧盟地区的业 务收入占比整体营业收入约10%~20%。 ...

Core Viewpoint - The company has successfully developed ultra-thin VIP products primarily for thermal insulation and heat preservation in the power battery systems of new energy vehicles [1] Group 1: Product Development - The ultra-thin VIP products have passed certification from a new car manufacturing company and its battery supplier, leading to bulk supply [1] - The company is actively engaging with more new energy vehicle and battery manufacturers to expand the application range of ultra-thin VIP products [1]

Core Viewpoint - The company has successfully certified its ultra-thin VIP products for use in the thermal insulation of new energy vehicle battery systems and is expanding its partnerships with more manufacturers in the sector [1]. Group 1: Product Application - The ultra-thin VIP products are primarily used for thermal insulation in new energy vehicle battery systems [1]. - The company has successfully passed certification with a certain new energy vehicle manufacturer and its battery supplier, leading to bulk supply [1]. Group 2: Market Expansion - The company is actively engaging with more new energy vehicle and battery manufacturers to broaden the application range of its ultra-thin VIP products [1].

Core Viewpoint - The company, Sait New Materials (688398.SH), is actively expanding its ultra-thin VIP products in the field of thermal insulation for new energy vehicle battery systems, having successfully passed certifications from a new car manufacturer and its battery supplier, leading to bulk supply [1] Group 1 - The ultra-thin VIP products are primarily used for thermal insulation in new energy vehicle power battery systems [1] - The company has achieved successful certification for its ultra-thin VIP products from a new car manufacturer and its battery supplier, enabling bulk supply [1] - The company is in discussions with more new energy vehicle and battery manufacturers to further expand the application range of its ultra-thin VIP products [1]