Core Viewpoint - The report highlights the financial performance and operational challenges faced by Shanghai HIUV New Materials Co., Ltd. in the first half of 2025, particularly in the photovoltaic encapsulation film sector, while also detailing advancements in automotive materials and new product developments. Financial Performance - The company's revenue for the first half of 2025 was approximately 633.13 million yuan, a decrease of 57.47% compared to 1.49 billion yuan in the same period last year [3] - The total profit for the period was a loss of approximately 123.11 million yuan, compared to a loss of 177.65 million yuan in the previous year [3] - The net profit attributable to shareholders was approximately -133.16 million yuan, a slight improvement from -138.21 million yuan year-on-year [3] - The company's net assets decreased by 7.54% to approximately 1.49 billion yuan compared to the end of the previous year [3] Business Overview - The company specializes in the research, production, and sales of special polymer film materials, focusing on the renewable energy and new materials sectors [6] - Key products include photovoltaic encapsulation films such as EVA films, POE films, and PVE encapsulation films, which are essential for solar module packaging [6][8] - The company aims to become an international leader in the special polymer materials sector by continuously innovating and providing high-end products and technical solutions [6] Industry Context - The photovoltaic film industry is experiencing intense price competition, with profit margins under pressure due to a cyclical adjustment in the solar industry [8] - The demand for differentiated and high-performance encapsulation films is increasing as solar module manufacturers seek to enhance efficiency and longevity [9] - The industry is characterized by rapid technological advancements and a high level of competition, with domestic companies holding a significant share of the global market [9] Product Development - The company has introduced innovative products such as the PDCLC liquid crystal dimming film and AXPO lightweight eco-leather, targeting the automotive sector [14][17] - The PDCLC film has been successfully delivered for use in vehicles, marking a significant milestone in the company's product development [16] - The company is expanding its production capacity for PDCLC films to meet anticipated demand growth in the automotive market [16] Operational Strategy - The company is adopting a cautious sales policy to mitigate risks, resulting in reduced sales volume of encapsulation films [3] - Efforts to optimize inventory management and reduce accounts receivable are ongoing to lower operational capital requirements [15] - The company is focusing on international collaborations to enhance its market presence and technological capabilities in the photovoltaic film sector [14]

上海海优威新材料股份有限公司 募集资金存放、管理与实际使用情况的专项报告 证券代码:688680 证券简称:海优新材 公告编号：2025-058 转债代码:118008 转债简称:海优转债 上海海优威新材料股份有限公司 2025年半年度募集资金存放、管理与实际使用情况的专项 报告 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： 根据上海证券交易所《上海证券交易所科创板上市公司自律监管指引第 1 号——规 范运作》的规定，将上海海优威新材料股份有限公司（以下简称本公司或公司）2025 年半年度募集资金存放、管理与实际使用情况报告如下： 一、募集资金基本情况 （一）实际募集资金金额和资金到账时间 4 上海海优威新材料股份有限公司 募集资金存放、管理与实际使用情况的专项报告 （三）报告期募集资金使用和结余情况 单位：万元 | 项 | | | 目 | 金 额 | | --- | --- | --- | --- | --- | | 截至 月 日结存的募集资金余额 2024 31 | 年 | 12 | | 8,130. ...

| 证券代码：688680 | 证券简称：海优新材 | 公告编号：2025-059 | | --- | --- | --- | | 转债代码：118008 | 转债简称：海优转债 | | 上海海优威新材料股份有限公司 关于召开 2025 年半年度业绩说明会的公告 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 09 月 01 日(星期一)至 09 月 05 日(星期五)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 hiuv@hiuv.com 进 行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 上海海优威新材料股份有限公司（以下简称"公司"）已于 2025 年 8 月 30 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、财务状况，公司计划于 2025 年 9 月 8 日（星期一）14:00-15:00 举行 2025 年半年度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半年度的经营 成果及财务指标的具体情况与投资者进行互动交流和 ...

上海海优威新材料股份有限公司 2025 年度"提质增效重回报"行动方案的半年度评估报告 为践行"以投资者为本"的理念，提高上市公司质量，积极回报投资者，助 力市场信心提振、资本市场稳定和经济高质量发展，上海海优威新材料股份有 限公司（以下简称"公司"）于 2025 年 4 月 19 日发布《2025 年度"提质增效重回 报"行动方案》，为公司提质增效重回报行动提出了明确的工作方向。公司根据 行动方案内容，积极开展和落实各项工作，现将 2025 年上半年的主要工作成果 主要从以下七个方面报告如下： 一、强化公司科技创新能力，推动汽车领域新产品的创新发展与产业落地 公司成立伊始即以科技创新为己任，致力于高分子材料的研发创新与先进 制造，依托高分子材料领域多年的创新积累，结合配方研制、设备自研、工程 工艺多维度的科技能力，已在光通信领域、光伏领域、汽车领域探索并成功研 发了多项完全拥有自主知识产权的创新产品。伴随产业发展过程，公司从行业 新进入者到产品创新者到行业主流供应商，历练了产业化、规模化、标准化的 先进生产制造经验，业内以创新能力强、研发速度快、产业化水平高而著称。 2019 年以来，公司以 AXPO 轻量 ...

上海海优威新材料股份有限公司2025 年半年度报告 公司代码：688680 公司简称：海优新材 转债代码：118008 转债简称：海优转债 上海海优威新材料股份有限公司 2025 年半年度报告 1 / 196 上海海优威新材料股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不 存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 重大风险提示 公司已在本报告中详细阐述公司在经营过程中可能面临的各种风险及应对措施，敬请查阅本 报告第三节"管理层讨论与分析"之风险因素。 三、 公司全体董事出席董事会会议。 四、 本半年度报告未经审计。 五、 公司负责人李民、主管会计工作负责人李晓昱及会计机构负责人（会计主管人员）王怀举 声明：保证半年度报告中财务报告的真实、准确、完整。 六、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 七、 是否存在公司治理特殊安排等重要事项 □适用 √不适用 八、 前瞻性陈述的风险声明 √适用 □不适用 本报告所涉及的公司未来计划、发展战略等前瞻性陈述，不构成公司对投资者的承诺， ...

Group 1 - The core point of the article highlights the financing activities of Haiyou New Materials, indicating a net sell-off in recent trading days [1] - On August 22, Haiyou New Materials had a financing buy-in amount of 0.17 billion yuan, ranking 1189th in the two markets, with a financing repayment amount of 0.25 billion yuan, resulting in a net sell-off of 7.4356 million yuan [1] - Over the last three trading days (August 20-22), the financing buy-in amounts were 0.23 billion yuan, 0.23 billion yuan, and 0.17 billion yuan respectively [1] Group 2 - On August 22, there were no shares sold short for Haiyou New Materials, indicating a net short sell of 0.00 shares [1]

Core Viewpoint - The company announced that there were no valid repurchase applications for its convertible bonds during the designated period, indicating a lack of investor interest in redeeming the bonds [1][2]. Group 1: Announcement Details - The repurchase period for the convertible bonds, referred to as "Haiyou Convertible Bonds," was from August 12, 2025, to August 18, 2025 [1][2]. - The repurchase price for the bonds was set at 100.22 RMB per bond, including the current interest [2]. - The effective repurchase application quantity was reported as 0 bonds, resulting in a total repurchase amount of 0 RMB [2]. Group 2: Impact of the Repurchase - The lack of repurchase applications will not affect the company's cash flow, asset status, or share capital situation [2]. - The unredeemed "Haiyou Convertible Bonds" will continue to be traded on the Shanghai Stock Exchange [2].

Core Viewpoint - Haiyou New Materials (688680.SH) is currently experiencing a decline in stock price, closing at 47.64 yuan with a drop of 2.50%, indicating a state of underperformance since its IPO [1] Group 1: IPO and Fundraising - Haiyou New Materials was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on January 22, 2021, with an issuance of 21.01 million shares at a price of 69.94 yuan per share [1] - The total amount raised from the IPO was 1.469 billion yuan, with a net amount of 1.347 billion yuan after deducting issuance costs [1] - The final net fundraising amount exceeded the original plan by 747 million yuan, with the company initially aiming to raise 600 million yuan for various projects [1] Group 2: Convertible Bonds - In 2022, the company was approved to issue 6.94 million convertible bonds at a face value of 100 yuan each, raising a total of 694 million yuan [2] - After deducting related costs of 2.6028 million yuan, the actual net amount raised was 691.3972 million yuan, which has been fully received [2] - The total fundraising from the IPO and the convertible bond issuance combined amounts to 2.163 billion yuan [3]

证券代码:688680 证券简称:海优新材 公告编号：2025-057 转债代码:118008 转债简称:海优转债 上海海优威新材料股份有限公司 关于"海优转债"回售结果的公告 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。 重要内容提示： 一、本次可转债回售的公告情况 2025 年 8 月 5 日，公司在上海证券交易所网站披露了《上海海优威新材料股 份有限公司关于"海优转债"可选择回售的公告》（公告编号：2025-053），并分 别于 2025 年 8 月 6 日、2025 年 8 月 13 日、2025 年 8 月 15 日披露了《上海海优 威新材料股份有限公司关于"海优转债"可选择回售的第一次提示性公告》（公告 编号：2025-054）、《上海海优威新材料股份有限公司关于"海优转债"可选择回 售的第二次提示性公告》（公告编号：2025-055）、《上海海优威新材料股份有限公 司关于"海优转债"可选择回售的第三次提示性公告》（公告编号：2025-056）。 "海优转债"的转债代码为"118008"，转债回售价格为 10 ...

Group 1 - The core point of the article highlights the recent performance of Haiyou New Materials (688680), which closed at 45.94 yuan, down 4.59% as of August 14, 2025, with a trading volume of 35,000 hands and a transaction amount of 163 million yuan [1] - The company's latest quarterly report shows total revenue of 316 million yuan, a year-on-year decrease of 64.02%, and a net profit attributable to shareholders of 57.44 million yuan, down 204.86% year-on-year [1] - The liquidity ratios indicate a current ratio of 2.708 and a quick ratio of 2.485, with a debt-to-asset ratio of 48.14% [1] Group 2 - Haiyou New Materials has made investments in 17 companies and participated in 2 bidding projects, with a total of 93 trademark registrations and 305 patents [2] - The company was established in 2005 and is primarily engaged in professional technical services, with a registered capital of 84.02 million yuan [1][2]