Core Insights - The article highlights a significant breakthrough in the Chinese high-performance sports car sector, with two leading domestic car manufacturers achieving remarkable lap times at the Nürburgring Nordschleife, supported by Jinbo Carbon's carbon-ceramic brake discs [1][2]. Company Overview - Jinbo Carbon is a leading manufacturer of carbon-ceramic brake discs in China, with its subsidiary, Hunan Jinbo Carbon Ceramic Technology Co., Ltd., being a key supplier for several mainstream automotive companies [2]. - The company has achieved a full industry chain breakthrough, covering product design, simulation, manufacturing, and application matching, enabling it to provide large-scale carbon-ceramic brake solutions for various vehicle types and conditions [2]. Product Features - Jinbo's carbon-ceramic brake discs utilize long carbon fiber-reinforced silicon carbide composite materials, offering excellent high-temperature resistance and stability, maintaining superior braking performance under extreme conditions [2]. - The lightweight nature of these brake discs significantly reduces unsprung mass, enhancing vehicle handling and responsiveness [2]. Industry Impact - The performance of domestic car manufacturers on international tracks signifies the strength of Chinese manufacturing in the high-end automotive sector and validates Jinbo Carbon's market position in braking technology [2]. - The emergence of high-performance Chinese sports cars is reshaping the global automotive industry's division of labor, breaking the long-standing monopoly of international high-end car manufacturers [2]. - The integration of new energy and material technologies by leading Chinese car companies is transforming them from market participants to rule-makers in the international high-end market [2]. - The collaborative innovation among multiple companies in the Chinese automotive supply chain is leading to the development of powerful new products, with the potential for high-performance innovations to penetrate mass-market vehicles [2].

Core Viewpoint - Jinbo Co., Ltd. (688598.SH) emphasizes the advantages of carbon-based composite materials in enhancing the performance of robots, particularly in terms of weight reduction, flexibility, motion efficiency, and endurance [1] Group 1: Product Features - Carbon-based composite materials are characterized by high strength, lightweight, corrosion resistance, and thermal stability, which significantly reduce the weight of robots [1] - The company's research and development efforts have led to the creation of multi-category carbon-based materials, including carbon fiber reinforced resin, which meet the technical demands for lightweight, performance, and longevity in robot components [1] Group 2: Market Application - The lightweight and performance-enhancing properties of these materials enable robots to better adapt to complex environmental usage requirements [1]

格隆汇9月18日丨金博股份(688598.SH)在投资者互动平台表示，碳基复合材料凭借其高强度、轻量化、 耐腐蚀、热稳定等特点，可显著降低机器人的自重，进而提升其灵活性、运动效率和续航能力，使其能 够更好地适应复杂环境的使用需求。公司研发试制的碳纤维增强树脂的多品类碳基材料产品，可满足机 器人机身、传动等部件对轻量化、性能化、长寿命的技术需求。 ...

湖南金博碳素股份有限公司 2025 年第四次临时股东大会会议材料 湖南金博碳素股份有限公司 2025 年第四次临时股东大会 会议材料 2025 年 9 月 23 日 湖南金博碳素股份有限公司 2025 年第四次临时股东大会会议材料 湖南金博碳素股份有限公司 2025 年第四次临时股东大会会议资料目录 | 2025 年第四次临时股东大会会议须知 | 2 | | --- | --- | | 年第四次临时股东大会会议议程 2025 | 4 | | 议案一：关于取消监事会、修订《公司章程》及修订、制定部分治理制度的议案 | | | | 6 | 第 1 页 湖南金博碳素股份有限公司 2025 年第四次临时股东大会会议材料 湖南金博碳素股份有限公司 2025 年第四次临时股东大会会议须知 四、股东（或股东代表）依法享有发言权、质询权和表决权等各项权益。如 股东（或股东代表）欲在本次股东大会上发言，可在签到时先向大会会务组登记。 会上主持人将统筹安排股东（或股东代表）发言。股东（或股东代表）的发言主 题应与本次会议议题相关；超出议题范围，欲了解公司其他情况的，可会后向公 司董事会秘书咨询。 五、为提高股东大会议事效率，在就 ...

Core Viewpoint - Jinbo Co., Ltd. has experienced a stock price fluctuation with a year-to-date increase of 66.48%, but a recent decline of 2.07% on September 16, 2023, indicating potential volatility in investor sentiment [1]. Financial Performance - For the first half of 2025, Jinbo Co., Ltd. reported a revenue of 411 million yuan, representing a year-on-year growth of 19.69%. However, the net profit attributable to shareholders was -168 million yuan, a decrease of 62.64% compared to the previous period [2]. - Cumulatively, since its A-share listing, Jinbo Co., Ltd. has distributed a total of 104 million yuan in dividends, with 23.52 million yuan distributed over the last three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Jinbo Co., Ltd. increased by 7.71% to 13,400, while the average circulating shares per person decreased by 7.16% to 15,280 shares [2]. - Notable institutional shareholders include Invesco Great Wall New Energy Industry Fund, which increased its holdings by 1.1 million shares, and several other funds that have recently entered the top ten shareholders list [3]. Business Overview - Jinbo Co., Ltd. specializes in the research, production, and sales of advanced carbon-based composite materials, with its main revenue sources being lithium battery products (48.39%), photovoltaic and semiconductor products (26.09%), and transportation products (24.88%) [1]. - The company operates within the electric equipment sector, specifically in photovoltaic equipment and materials, and is associated with concepts such as flying cars, solid-state batteries, lithium batteries, hydrogen energy, and photovoltaic glass [1].

为进一步加强与投资者的互动交流，湖南金博碳素股份有限公司（以下简称 "公司"）将参加由湖南证监局、湖南省上市公司协会与深圳市全景网络有限公 司联合举办的"资本聚三湘 楚光耀新程——2025 年度湖南辖区上市公司投资者 网上集体接待日暨半年度业绩说明会"活动，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP，参 与本次互动交流，活动时间为 2025 年 9 月 19 日（星期五）14:00-17:00。届时公 司董事会秘书将在线就公司 2024 年至 2025 年半年度业绩、公司治理、发展战略、 经营状况、融资计划、股权激励和可持续发展等投资者关心的问题，与投资者进 行沟通与交流，欢迎广大投资者积极参与。 特此公告。 湖南金博碳素股份有限公司 关于参加 2025 年度湖南辖区上市公司投资者网上集体接待日 暨半年度业绩说明会活动的公告 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，对其内容的真实性、准确性和完整性依法承担法律责任。 证券代码：688 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300776 | 帝尔激光 | 73.10 | -5.25% | 7.08万 | 5.21亿 | | 688503 | 業和材料 | 65.48 | -4.41% | 19.67万 | 13.22 乙 | | 603185 | 弘元绿能 | 23.37 | -3.27% | 22.26万 | 5.22亿 | | 688598 | 金博股份 | 35.87 | -3.13% | 8.01万 | 2.88亿 | | 003022 | 联泓新科 | 22.32 | -3.00% | 39.29万 | 8.95 | | 300751 | 迈为股份 | 86'06 | -2.99% | 6.34万 | 5.79亿 | | 834770 | 文能案 | 20.67 | -2.73% | 5.92万 | 1.23亿 | | 000821 | 京山轻机 | 13.17 | -2.66% | 40.60万 | 5.37亿 | | 688472 | 阿特斯 | 12. ...

Core Viewpoint - The gas diffusion layer (GDL) industry is closely related to the demand for fuel cells, with significant growth driven by government policies promoting hydrogen fuel cell vehicles in China. The market size of the GDL industry is expected to reach 1.258 billion yuan in 2024, reflecting a year-on-year increase of 52.4% [1][10]. Industry Overview - The gas diffusion layer is a critical component in fuel cells, providing uniform diffusion channels for gaseous reactants and managing water flow [3][4]. - The GDL is primarily composed of materials such as carbon fiber paper and carbon fiber woven fabric, each with distinct performance characteristics under varying humidity conditions [4][6]. Market Size and Growth - The GDL industry in China is projected to grow significantly, with a market size of 1.258 billion yuan in 2024, up 52.4% year-on-year [1][10]. - The carbon fiber production in China is expected to reach 59,044 tons in 2024, marking an 8.2% increase, while the carbon fiber paper market size is anticipated to be 620 million yuan, up 6.9% [6][7]. Competitive Landscape - The GDL market has been historically dominated by foreign companies, with domestic production rates currently below 10%. However, this is expected to improve in the coming years [10][11]. - Key domestic companies in the GDL sector include Carbon Energy Technology Co., Ltd., Shandong Renfeng Special Materials Co., Ltd., and Hunan Jinbo Carbon Co., Ltd. [10][11]. Development Trends - Technological innovation is expected to lead to performance breakthroughs in GDL materials, with advancements in nanotechnology and new low-cost materials enhancing efficiency [15]. - Cost reduction is a critical focus for the GDL industry, with efforts to optimize production processes and supply chains to lower overall costs [15][16]. - The market is anticipated to become more competitive and diversified as new entrants leverage technological advancements and cost control strategies [16].

证券代码：688598 证券简称：金博股份 公告编号：2025-062 湖南金博碳素股份有限公司 关于参加 2025 年半年度科创板新材料行业集体业绩说明会 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，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： 会议召开时间：2025 年 9 月 18 日（星期四）15:00-17:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （http://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络文字互动 投资者可于 2025 年 9 月 11 日（星期四）至 9 月 17 日（星期三）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 KBC@kbcarbon.com 进行提问。公司将在本次业绩说明会上对投资者普遍关注的 问题进行回答。 湖南金博碳素股份有限公司（以下简称"公司"）已于 2025 年 8 月 27 日发 布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半 年度经营成果、财 ...

证券之星消息，9月10日光伏设备板块较上一交易日下跌2.34%，上能电气领跌。当日上证指数报收于 3812.22，上涨0.13%。深证成指报收于12557.68，上涨0.38%。光伏设备板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300316 晶盛机电 | | 1.39 Z | 8.12% | -1604.57万 | -0.94% | -1.23 Z | -7.18% | | 688598 会博股份 | | 7337.23万 | 17.05% | -437.74万 | -1.02% | -6899.48万 | -16.03% | | 603185 弘元绿能 | | 1790.07万 | 3.42% | -2235.24万 | -4.27% | 445.17万 | 0.85% | | 688516 | 圆特维 | 1772.59万 | 5.59% | -1167.91万 | -3.68% | ...