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]

Core Viewpoint - The company has successfully developed ultra-thin VIP products primarily used in the thermal insulation and heat preservation of new energy vehicle power battery systems, and has begun mass supply after passing certification from a new car manufacturer and its battery supplier [1] Group 1 - The ultra-thin VIP products have been certified by a new car manufacturer and its battery supplier, indicating a significant milestone for the company [1] - The company is actively engaging with more new energy vehicle and battery manufacturers to expand the application range of its ultra-thin VIP products [1]

兴业证券股份有限公司 关于福建赛特新材股份有限公司 2025 年持续督导工作现场检查报告 根据《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上 市规则》等有关法律、法规的规定，兴业证券股份有限公司（以下简称"兴业 证券"或"保荐人"）作为福建赛特新材股份有限公司（以下简称"赛特新材" 或"上市公司"）持续督导工作的保荐人，对公司自 2025 年 1 月 1 日至本次现 场检查期间（以下简称"本持续督导期间"）的规范运行情况进行了现场检查， 报告如下： 核查意见： 一、本次现场检查的基本情况 2025 年 12 月 15 日与 12 月 19 日，参加人员为洪德禄。 在现场检查过程中，保荐人结合赛特新材的实际情况，查阅、收集了赛特新 材在本持续督导期间的有关文件、资料，对上市公司高级管理人员进行了访谈， 实施了包括审核、查证、询问等必要程序，检查了上市公司治理和内部控制、信 息披露、上市公司的独立性以及与控股股东及其他关联方资金往来、募集资金使 用、关联交易、对外担保、重大对外投资以及经营状况等情况，并在前述工作的 基础上完成了本次现场检查报告。 二、对现场检查事项逐项发表的意见 （一）上市公司治理 ...

| 证券代码：688398 | 证券简称：赛特新材 | 公告编号：2026-001 | | --- | --- | --- | | 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 可转债转股结果暨股份变动公告 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、准确性和完整性承担法律责任。 重要内容提示： 累计转股情况：福建赛特新材股份有限公司（以下简称"公司"）向不 特定对象发行可转换公司债券"赛特转债"自2024年3月15日开始转股，截至2025 年12月31日，"赛特转债"累计转股金额为25,000元，累计转股数量为873股， 占"赛特转债"转股前公司已发行股份总额116,000,000股（2024年3月15日前股 份数，下同）的0.00075%。 未转股可转债情况：截至2025年12月31日，尚未转股的"赛特转债"金 额为441,975,000元，占"赛特转债"发行总量的99.99434%。 本季度转股情况：自2025年10月1日至2025年12月31日期间，"赛特转债" 转股金额为0元，转股数量为0股，占"赛特转债" ...

Core Viewpoint - The new national energy efficiency standard for refrigerators will be implemented in June 2026, which is expected to boost the market penetration of VIP in the domestic refrigerator sector, driven by ongoing appliance subsidy policies and the new efficiency standards [2]. Company Communication and Investor Relations - The company emphasizes the importance of communication with investors and has established a comprehensive, multi-channel interaction platform to maintain good engagement with investors [2]. - Regular communication methods include performance briefings, investor exchange meetings, and online platforms, which help convey the company's value concepts and business development dynamics [2]. Business Strategy and Performance Enhancement - The management is committed to optimizing operational efficiency, enhancing product research and development, and expanding market reach to improve the company's performance and intrinsic value [2]. - The company aims to increase market value through improved transparency and strengthened investor relations management [2].

Core Viewpoint - The company, Sait New Materials, emphasizes the exceptional thermal insulation performance and lightweight characteristics of its vacuum insulation panel products, which are beneficial for the aerospace sector, particularly in applications requiring lightweight and efficient insulation [1] Group 1: Product Characteristics - The vacuum insulation panels possess outstanding thermal insulation capabilities and maintain stable performance under extreme temperatures [1] - These features are particularly advantageous for industries that require lightweight and high-efficiency insulation solutions [1] Group 2: Current Applications - Currently, the company's products are primarily utilized in home appliances, cold chain logistics, and various sectors including new energy power batteries, energy-efficient buildings, high-temperature equipment insulation, and LNG equipment insulation [1] - There has been no commercial application of these products in the aerospace sector to date [1]

Group 1 - The company, Sait New Materials, focuses on the research, production, and sales of vacuum insulation materials, as well as the application development and research of vacuum insulation technology [1] - The product offerings include vacuum insulation panels and thermal insulation boxes, primarily used in sectors such as home appliances, new energy power batteries, energy storage batteries, energy-efficient buildings, high-temperature equipment insulation, LNG equipment insulation, and cold chain logistics [1] - Currently, the company's products have not been applied in the aerospace sector [1]

赛特新材于2020年2月11日在上交所科创板上市，公开发行新股2,000万股，发行价格为24.12元/股，保 荐人（主承销商）为兴业证券股份有限公司，保荐代表人为张俊、王亚娟。 中国经济网北京12月25日讯 赛特新材(688398.SH)昨日晚间发布控股股东、实际控制人减持股份计划公 告。 赛特新材控股股东、实际控制人、董事长汪坤明因个人资金需求，拟通过大宗交易、集中竞价方式合计 减持赛特新材股份不超过5,034,423股，不超过赛特新材总股本的3.00%。 截至公告披露日，汪坤明持有赛特新材股份66,691,300股，占赛特新材总股本167,814,101股的39.74%。 截至减持股份预披露公告披露前最后一个交易日，即2025年12月24日，赛特新材收报17.34元，以此计 算，汪坤明本次减持金额预计为8,729.69万元。 赛特新材首次公开发行股票的发行费用总额为5,929.85万元，其中，保荐费用及承销费用5,061.51万元。 赛特新材于2023年向不特定对象发行可转换公司债券。经中国证券监督管理委员会《关于同意福建赛特 新材股份有限公司向不特定对象发行可转换公司债券注册的批复》（证监许可[2022 ...