Group 1 - On August 25, a block trade of 620,000 shares of Lier Technology was executed, with a transaction value of 18.91 million yuan, accounting for 14.11% of the total trading volume for the day [1] - The transaction price was 30.5 yuan, which represents a discount of 4.98% compared to the market closing price of 32.1 yuan [1] Group 2 - The trading date was August 25, 2025, and the stock code for Lier Technology is 688683 [2] - The buying brokerage was Guohai Securities Co., Ltd., and the selling brokerage was Zheshang Securities Co., Ltd. [2]

Core Viewpoint - Lier Technology (688683.SH) plans to raise up to 200 million yuan through a simplified procedure for specific investors, primarily to expand its presence in the new materials and new energy sectors [1] Group 1: Fundraising Purpose - The funds will be allocated to two key projects: 75 million yuan for a high-performance functional adhesive film new material construction project and 70 million yuan for a new type of new energy battery collector material production project [1] - The remaining 55 million yuan will be used to supplement working capital to support the company's daily operations [1] Group 2: Project Details - The high-performance functional adhesive film project will establish a production line in Shunde District, Foshan City, with an annual capacity of 28.8 million square meters and a construction period of 18 months [1] - The new energy battery collector material project will also be located in Shunde District, Foshan City, with a planned annual production of 7,200 tons and a construction period of 24 months [1]

Core Viewpoint - Lair Technology (688683.SH) plans to raise up to RMB 200 million through a simplified procedure for a specific group of investors, with the funds allocated for projects related to its main business, including high-performance functional adhesive films and new energy battery materials [1][3]. Fundraising Details - The total amount to be raised is capped at RMB 200 million, with a maximum of RMB 300 million and not exceeding 20% of the company's net assets as of the end of the previous year [1]. - The funds will be used for three main projects: 1. High-performance functional adhesive film construction project: RMB 7,500 million 2. New energy battery current collector material production project: RMB 7,000 million 3. Supplementing working capital: RMB 5,500 million - The total investment for these projects is RMB 20,785 million, with the fundraising amount set at RMB 20,000 million [3]. Issuance and Pricing - The issuance will target up to 35 specific investors, including qualified institutional investors and other legal entities, with all subscriptions made in cash [2][4]. - The pricing benchmark will be set at 80% of the average trading price over the 20 trading days prior to the issuance date [4]. Shareholding Structure - As of June 30, 2025, Ternell holds 80 million shares, representing 51.55% of the total share capital, making it the controlling shareholder [5]. - The issuance is not expected to change the controlling shareholder or actual controller of the company [5]. Historical Fundraising and Financial Performance - Lair Technology has previously raised a total of RMB 474 million since its IPO in April 2021, with a net fundraising amount of RMB 295 million after deducting issuance costs [6][8]. - The company's net profit attributable to shareholders has shown fluctuations from RMB 67.74 million in 2021 to RMB 37.36 million in 2024, with a notable increase of 27.69% from 2023 [8][9].

公募基金方面，本期较上一季度新披露的公募基金共计1个，即富安达中证500指数增强A。 2025年8月22日，莱尔科技(688683.SH)发布2025年半年度报告。截至2025年8月21日，共有5个机构投资 者披露持有莱尔科技A股股份，合计持股量达8444.18万股，占莱尔科技总股本的54.42%。其中，机构 投资者包括广东特耐尔投资有限公司、上海瑞廷资产管理有限公司-上海瑞廷守雅多策略1号私募证券投 资基金、上海瑞廷资产管理有限公司-上海瑞廷多策略2号私募证券投资基金、佛山市禾鑫投资合伙企业 (有限合伙)、富安达中证500指数增强A，机构投资者合计持股比例达54.42%。相较于上一季度，机构持 股比例合计下跌了0.12个百分点。 ...

Group 1 - Three companies announced private placement plans on August 22 [1] - iFlytek plans to issue up to 100 million shares, aiming to raise 4 billion yuan for the Spark Education model and working capital [1] - Zhenghe Industrial intends to issue up to 24.525 million shares, expecting to raise 818 million yuan for agricultural machinery expansion and other projects [1] - Lier Technology plans to issue shares to raise 200 million yuan for new material projects and working capital [1] Group 2 - Recent stock performance shows Zhenghe Industrial increased by 13.90%, Lier Technology by 7.13%, and iFlytek by 5.05% over the past five days [1] - The table summarizes the planned issuance details, including share price, number of shares, and expected funds raised for each company [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 （九）审议通过了《关于公司以简易程序向特定对象发行股票摊薄即期回报的风险提示及采取填补措施 和相关主体承诺的议案》 根据《国务院办公厅关于进一步加强资本市场中小投资者合法权益保护工作的意见》（国办发〔2013〕 110号）、《国务院关于进一步促进资本市场健康发展的若干意见》（国发〔2014〕17号）以及《关于 首发及再融资、重大资产重组摊薄即期回报有关事项的指导意见》（证监会公告〔2015〕31号）的相关 要求，公司就本次以简易程序向特定对象发行股票事项对即期回报摊薄的影响进行了认真分析并提出了 填补回报的相关措施，相关主体对公司填补回报措施能够得到切实履行作出了承诺。 表决情况：3票同意、0票反对、0票弃权。议案审议通过。 具体内容详见公司于2025年8月22日在上海证券交易所网站（www.sse.com.cn）上披露的《关于以简易 程序向特定对象发行股票摊薄即期回报及填补回报措施和相关主体承诺的公告》（公告编号：2025- 051）。 （十）审议通过了《关于公司未来三年（2025年-2027年）股东分红回报规划的议案》 经充分考虑公司实际及发展需要，公司特 ...

Fundraising Plan - The company plans to raise up to RMB 300 million through a simplified procedure for specific investors, with the total amount not exceeding 20% of the net assets at the end of the previous year [1] - The raised funds will be allocated to projects related to the company's main business, including the construction of high-performance functional adhesive film materials, new energy battery current collector materials, and supplementing working capital [1] Project Overview and Feasibility Analysis High-Performance Functional Adhesive Film Material Project - The project aims to build an annual production capacity of 28.8 million square meters of high-performance hot-melt adhesive film materials, with a total investment of RMB 76.73 million, of which RMB 75 million will be funded by the raised capital [2][3] - The project aligns with the growing demand in downstream markets, particularly in sectors such as textiles, packaging, medical, 3C electronics, home appliances, and new energy vehicles, indicating significant market potential [2][3] New Energy Battery Current Collector Material Project - This project will establish an annual production capacity of 7,200 tons of new energy battery current collector materials, with a total investment of RMB 76.12 million, utilizing RMB 70 million from the raised funds [11][12] - The project is positioned to capitalize on the long-term growth opportunities in the new energy lithium battery industry, with projected sales of new energy vehicles in China expected to reach 12.16 million units in 2024, a year-on-year increase of 37.1% [11][12] Operational Capacity and Market Demand - The company has reached its production capacity limits and plans to enhance production capabilities through the introduction of automated equipment and new production lines to meet the increasing business demands [4][5] - The high-performance hot-melt adhesive film materials are increasingly used in automotive electronics and new energy vehicles, driven by trends in electrification and digitalization [3][4] Technological Strength and Innovation - The company has established a comprehensive technology system, including PET/PI film formulation design and precision coating processes, which supports product innovation and market competitiveness [6][7] - The company has received multiple honors, including being recognized as a national high-tech enterprise, which underscores its strong technical capabilities and innovation potential [5][6] Customer Base and Management - The company has built a solid customer base, including major global brands such as Samsung and Foxconn, which enhances its market position and supports the digestion of project capacity [8][9] - The company has a well-established management team and internal control systems that ensure effective project execution and operational stability [9][10] Financial Impact and Strategic Alignment - The fundraising will enhance the company's capital structure, improve asset quality, and support business expansion, thereby increasing profitability and shareholder returns [21][24] - The projects align with national industrial policies and the company's long-term strategic development, indicating a positive outlook for market prospects and economic benefits [24]

Core Viewpoint - The report highlights the significant growth in revenue and profit for Guangdong Leary New Material Technology Co., Ltd. in the first half of 2025, driven by the expansion of its new energy battery collection fluid business and the introduction of new products in the automotive electronics sector. Company Overview and Financial Indicators - The company reported a revenue of 384.31 million yuan, a 69.37% increase compared to the same period last year [2] - The total profit reached 22.26 million yuan, reflecting a 19.81% growth year-on-year [2] - The net profit attributable to shareholders was 19.93 million yuan, up 13.51% from the previous year [2] - The company's total assets increased by 6.25% to 1.54 billion yuan, while net assets rose by 0.98% to 1.01 billion yuan [2] Industry and Main Business Situation - The company operates in the functional materials sector, focusing on functional coating films and their applications, new energy battery collection fluids, and carbon nanotube products [10] - The global smartphone market saw a shipment of 288.9 million units in Q2 2025, with a 10% increase in revenue, indicating a recovery in the 3C industry [4] - The demand for high-performance materials in the 3C industry is expected to grow due to advancements in AI technology and the increasing integration of AI in consumer electronics [5] - The new energy vehicle market is experiencing strong growth, with cumulative sales reaching 6.94 million units in the first half of 2025, a year-on-year increase [6] Business Performance and Market Trends - The company’s new energy battery collection fluid business saw a remarkable revenue increase of 408.33% in the first half of 2025, establishing a strong market position [11] - The demand for lightweight materials in automotive electronics is rising, driven by the need for energy efficiency and improved vehicle performance [12] - The company is expanding its product offerings to include safety coatings and solid-state electrolyte coatings to meet the evolving needs of the battery industry [14] - The trend towards green and low-carbon technologies is becoming a core focus for the industry, supported by government policies promoting renewable energy and carbon footprint management [8][9] Competitive Advantages and R&D Progress - The company holds 362 patents, including 83 invention patents, showcasing its strong R&D capabilities [18] - It has established itself as a leader in the functional coating film sector, with products widely used in consumer electronics, automotive electronics, and new energy batteries [12][15] - The company emphasizes collaboration with top material experts and academic institutions to enhance its technological edge and product innovation [16]

广东莱尔新材料科技股份有限公司2025 年半年度报告摘要 公司代码：688683 公司简称：莱尔科技 广东莱尔新材料科技股份有限公司 广东莱尔新材料科技股份有限公司2025 年半年度报告摘要 第一节 重要提示 规划，投资者应当到上海证券交易所网站（http://www.sse.com.cn）网站仔细阅读半年度报告 全文。 公司已在本报告第三节"管理层讨论与分析"中"风险因素"详细阐述公司在经营管理中可能面 临的各项风险，敬请查阅本报告相关内容。 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。 无 □适用 √不适用 第二节 公司基本情况 公司股票简况 公司股票简况 股票种类 股票上市交易所 股票简称 股票代码 变更前股票简称 上海证券交易所科 A股 莱尔科技 688683 不适用 创板 公司存托凭证简况 □适用 √不适用 联系人和联系方式 联系人和联系方式 董事会秘书（信息披露境内代 证券事务代表 表） 表决权恢复的优先股股东及持股 不适用 数量的说明 □适用 √不适用 □适用 √不适用 □适用 √不适用 姓名 梁韵湘 吴琦 广东莱尔新材料科技股份有限公司2025 年半年度报告摘要 ...

Group 1 - The board of directors of Guangdong Lair Technology Co., Ltd. held its 16th meeting of the third session on August 20, 2025, where all 9 directors attended and the meeting was deemed legal and effective [1][2] - The board approved the 2025 semi-annual report and its summary, which objectively reflects the company's financial status and operational results for the first half of 2025 [2][3] - The board also approved a special report on the storage and actual use of raised funds for the first half of 2025 [2][3] Group 2 - The board reviewed and approved the semi-annual evaluation report of the "Quality Improvement and Efficiency Recovery Action Plan" for 2025 [3] - The board confirmed that the company meets the conditions for issuing shares to specific targets through a simplified procedure [4][5] Group 3 - The company plans to issue shares to specific targets, with a total fundraising amount of 200 million yuan, not exceeding 20% of the net assets at the end of the previous year [8] - The funds raised will be used for projects related to the company's main business, with a total investment of 207.85 million yuan [8][9] Group 4 - The issuance will be completed within 10 working days after the China Securities Regulatory Commission's registration decision [5][6] - The final issuance price will be determined based on the average trading price of the stock over the previous 20 trading days, adjusted for any dividends or stock splits [7] Group 5 - The company will ensure that the shares issued cannot be transferred within six months after the issuance [9] - The company has prepared various reports related to the fundraising, including feasibility analysis and the use of funds, which have been approved by the board [12][13] Group 6 - The board proposed to hold the fourth extraordinary general meeting of shareholders on September 9, 2025, to review related proposals [14][16]