Core Viewpoint - PEEK exhibits excellent performance, with downstream development and application expansion driving demand [1] Group 1: PEEK Market Overview - PEEK is a lightweight material with outstanding mechanical, physical, thermal, corrosion resistance, electrical properties, and biocompatibility, ranking at the top of the specialty engineering plastics pyramid [1] - After over 40 years of development, PEEK has been widely used in automotive, electronics, industrial manufacturing, aerospace, and medical fields [1] - The global PEEK consumption is expected to reach approximately 10,203 tons in 2024, with a year-on-year growth of 13.8%, and the market size is projected to reach $1.226 billion by 2027 [1][70] - The domestic PEEK market is growing rapidly, with a demand increase from 1,100 tons in 2018 to 3,904 tons in 2024, reflecting a CAGR of 23.5% [1][80] Group 2: Competitive Landscape - The PEEK production technology is complex, leading to a competitive landscape characterized by one leader and several strong players, with Victrex being the global leader, followed by Solvay and Evonik [2][7] - Domestic companies such as Zhongyan Co., Pengfulong, and Junhua Co. are gradually rising, achieving technological breakthroughs and improving product quality and market recognition [2][7] Group 3: Key Raw Materials - DFBP is a critical raw material for PEEK synthesis, accounting for about 50% of PEEK production costs, with approximately 0.8 tons of DFBP required for every ton of PEEK produced [3] - In 2023, global DFBP consumption was 6,646.97 tons, with a consumption value of 974 million yuan [3] Group 4: Investment Recommendations - Suggested companies for upstream raw materials include Xinhang New Materials, Zhongxin Fluorine Materials, and Xingfu New Materials [4] - Companies involved in PEEK production include Zhongyan Co., Water Co., and Jinfat Technology [4] - PEEK processing and application companies include Huitong Co., Tongyi Co., and Kent Co. [4] Group 5: Industry Challenges and Opportunities - The PEEK industry faces challenges such as high production costs, long verification cycles, and the need for technological innovation to overcome processing difficulties [50][55][60] - The industry is exploring various avenues for breakthroughs, including technological innovation, cost reduction through vertical integration, and collaborative development with downstream partners [60][62] Group 6: Policy Support - National policies have been established to enhance the self-sufficiency rate of engineering plastics, with a clear focus on PEEK as a strategic new material [64][65] - The strong policy push is a key external factor enabling domestic PEEK companies to rise rapidly and challenge international giants [65]

Market Performance - The PEEK materials concept declined by 2.65%, ranking among the top losers in the concept sector as of the market close on September 19 [1] - Key stocks within the PEEK materials sector included Jinfa Technology, which hit the daily limit down, and other notable decliners such as Changying Precision, Guoen Co., and Zhongyan Co. [1] - Conversely, eight stocks within the sector saw price increases, with Taihe Technology, Brother Technology, and China Jushi leading the gains at 3.43%, 2.96%, and 2.29% respectively [1] Capital Flow - The PEEK materials sector experienced a net outflow of 3.634 billion yuan, with 32 stocks seeing net outflows and seven stocks exceeding 100 million yuan in outflows [1] - Jinfa Technology led the outflows with a net outflow of 1.663 billion yuan, followed by Changying Precision, Guangqi Technology, and Shuanglin Co. with net outflows of 455 million yuan, 368 million yuan, and 242 million yuan respectively [1] - On the other hand, stocks such as Ningbo Huaxiang, Guoen Co., and Brother Technology saw net inflows of 71.36 million yuan, 51.19 million yuan, and 19.27 million yuan respectively [1][2] Sector Comparison - Among the concept sectors, the top gainers included photolithography machines at 2.09%, while the PEEK materials sector was among the top losers at -2.65% [1] - Other sectors with notable performance included civil explosives at 1.70% and lithium extraction from salt lakes at 1.11%, contrasting with the decline in the PEEK materials sector [1]

每经AI快讯，"A股绿色报告"项目监控到的数据显示，中研股份（SH688716）控股子公司吉林省鼎研化工有限公司聚芳醚酮中试生 产项目环评审批获原则同意。该项目总投资额达1500万元。该审批信息于2025年9月3日被相关监管机构披露。 "A股绿色报告"项目由每日经济新闻联合环保领域知名NGO公众环境研究中心（IPE）共同推出，旨在让上市公司环境信息更加阳光 透明。本项目基于31个省（区、市）、337个地级市政府发布的权威环境监管数据，筛选监控上市公司及其旗下公司（包括分公司、 参股公司和控股公司）的环境表现，加以专业数据分析及深入解读，每日智能写作及时发布上市公司AI绿报，每周推出A股绿色周 报，定期动态更新上市公司环境风险榜。 上期（总第214期）A股绿色周报显示，共有4家上市公司在近期暴露了环境风险。 2024年年报显示，中研股份的主营业务为化工新材料，占营收比例为：100.0%。 | 市值(亿元) | 时间 | 2023Y | 2024Y | 2025H1 | | --- | --- | --- | --- | --- | | 58.31 | | | | | | | 营业收入 | 2.92 | 2.77 ...

Group 1 - On September 16, 26 A-share listed companies disclosed share reduction plans, including companies like XinHua Co., MaiDi Technology, and ChengBang Co. [1] - Suzhou Bank's 12 directors and senior management completed a share buyback plan, with a total investment of nearly 5 million yuan [2] - LiXun Precision's vice chairman completed a share buyback of 200 million yuan, accumulating a total of 5 to 7 million yuan in 2022 [2] Group 2 - XinHua Co. plans to reduce holdings by no more than 75,200 shares [3] - MaiDi Technology's shareholders plan to collectively reduce 1.71% of the company's shares [3] - ChengBang Co. shareholders plan to reduce no more than 0.5% of the company's shares [3] - Other companies with planned reductions include Aters (2.04%), ZhongYou Technology (3%), and DeYe Co. (158,050 shares) [3]

Summary of Key Points Core Viewpoint - On September 16, several companies disclosed their shareholding changes, with notable increases in holdings by some executives and significant reductions by others, indicating varied market sentiments and potential investment opportunities. Group 1: Increased Holdings - Suzhou Bank's 12 executives completed their share buyback plan, with a total investment of nearly 5 million yuan [3] - Luxshare Precision's Vice Chairman Wang Laisheng completed a 200 million yuan share buyback, bringing the total for 2022 to 500 million yuan [3] Group 2: Decreased Holdings - Newhua Co. plans to reduce holdings by up to 75,200 shares [3] - MediTech shareholders plan to collectively reduce 1.71% of the company's shares [3] - Chengbang Co. shareholders plan to reduce up to 0.5% of the company's shares [3] - Chahua Co.'s Director and Deputy General Manager Chen Zhihai plans to reduce up to 40,000 shares [3] - Artis shareholders plan to reduce up to 2.04% of the total share capital [3] - Zhongyou Technology shareholders plan to reduce up to 3% of the company's shares [3] - Deyang Co. plans to reduce up to 1.5805 million shares [3] - Changhua Group plans to reduce up to 5.3806 million repurchased shares [3] - Tiancheng Technology shareholders plan to reduce up to 1.68% of the company's shares [3] - Anzheng Fashion plans to reduce up to 1.87004 million repurchased shares [3] - Sichuan Gold shareholders plan to reduce a total of 1.5938% of the company's shares [3] - Zhongyan Co. plans to reduce up to 30,000 shares [3] - Fuchuang Precision shareholders plan to reduce up to 3% of the company's shares [3] - Beifang Huachuang plans to reduce 2.5919 million shares through centralized bidding [3] - Xiamen Tungsten plans to reduce up to 1% of Tengyuan Mining's shares [3] - Changgao Electric plans to reduce 3.465 million shares of its associate company [3] - Xinghua New Materials' specific shareholder plans to reduce 1.17% of the company's shares [3] - Tonghe Technology shareholders plan to reduce up to 3% of the company's shares [3] - Anlian Ruishi's Director Shen Lei plans to reduce up to 100,000 shares [3] - Yidong Electronics' controlling shareholder plans to reduce up to 2.96% of the total share capital [3] - Saiwei Times shareholders plan to reduce up to 3% of the company's shares [3] - Tiandi Digital shareholders plan to reduce up to 2.96% of the total share capital [3] - Wanjie Technology's Director and Deputy General Manager Liu Huaiqi plans to reduce up to 386,000 shares [3] - Haitai New Light's actual controller's concerted action plans to reduce up to 0.2102% of the shares [3] - Tengyuan Mining's Xiamen Tungsten and Changjiang Chen Dao plan to reduce up to 2% of the total share capital [3] - Yayi International's Director and senior management plan to reduce up to 540,000 shares [3]

格隆汇9月16日丨中研股份(688716.SH)公布，近日，公司收到董事、财务总监杨丽萍女士《关于减持吉 林省中研高分子材料股份有限公司股份计划的告知函》，因个人资金需求，杨丽萍女士计划自本减持计 划公告披露之日起15个交易日后的3个月内以集中竞价方式减持公司股份不超过30,000股，即不超过公 司总股本的比例为0.0247%，减持价格将按照减持实施时的市场价格确定，且按照减持相关承诺执行。 （原标题：中研股份(688716.SH)：董事、财务总监杨丽萍拟减持不超3万股股份） ...

格隆汇9月16日丨中研股份(688716.SH)公布，近日，公司收到董事、财务总监杨丽萍女士《关于减持吉 林省中研高分子材料股份有限公司股份计划的告知函》，因个人资金需求，杨丽萍女士计划自本减持计 划公告披露之日起15个交易日后的3个月内以集中竞价方式减持公司股份不超过30,000股，即不超过公 司总股本的比例为0.0247%，减持价格将按照减持实施时的市场价格确定，且按照减持相关承诺执行。 ...

吉林省中研高分子材料股份有限公司（以下简称"公司"）董事、财务总监 杨丽萍女士持有公司股份 600,700 股，占公司总股本的比例为 0.4937%。上述股 份为无限售流通股且来源均为公司首次公开发行股票并上市前取得的股份。 减持计划的主要内容 证券代码：688716 证券简称：中研股份 公告编号：2025-036 吉林省中研高分子材料股份有限公司 董事、高级管理人员减持股份计划公告 本公司董事会、全体董事及相关股东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： 董事、高级管理人员持有的基本情况 近日，公司收到杨丽萍女士《关于减持吉林省中研高分子材料股份有限公司 股份计划的告知函》，因个人资金需求，杨丽萍女士计划自本减持计划公告披露 之日起 15 个交易日后的 3 个月内以集中竞价方式减持公司股份不超过 30,000 股，即不超过公司总股本的比例为 0.0247%，减持价格将按照减持实施时的市场 价格确定，且按照减持相关承诺执行。若减持期间公司发生派息、送股、资本公 积金转增股本、配股等除权除息事项，减持股份数量、减持价格将进 ...

Core Viewpoint - PEEK exhibits excellent performance, with downstream development and application expansion driving demand [1] Group 1: PEEK Market Overview - PEEK is a lightweight material with outstanding mechanical, physical, thermal, corrosion resistance, electrical properties, and biocompatibility, ranking at the top of the special engineering plastics pyramid [1] - After over 40 years of development, PEEK has been widely used in automotive, electronics, industrial manufacturing, aerospace, and medical fields [1] - The global PEEK consumption is expected to reach approximately 10,203 tons in 2024, with a year-on-year growth of 13.8%, and the market size is projected to reach $1.226 billion by 2027 [1][70] - The domestic PEEK market is growing rapidly, with a demand increase from 1,100 tons in 2018 to 3,904 tons in 2024, reflecting a CAGR of 23.5% [1][80] Group 2: Competitive Landscape - The PEEK production technology is complex, leading to a competitive landscape characterized by one leader and several strong players, with Victrex being the global leader, followed by Solvay and Evonik [2][7] - Domestic companies such as Zhongyan Co., Pengfulong, and Junhua Co. are gradually rising, achieving technological breakthroughs and improving product quality and market recognition [2][7] Group 3: Key Raw Materials - DFBP is a critical raw material for PEEK synthesis, accounting for about 50% of PEEK production costs, with approximately 0.8 tons of DFBP required for every ton of PEEK produced [3] - In 2023, global DFBP consumption was 6,646.97 tons, with a consumption value of 974 million yuan [3] Group 4: Investment Recommendations - Suggested companies for upstream raw materials include Xinhang New Materials, Zhongxin Fluorine Materials, and Xingfu New Materials [4] - Companies involved in PEEK production include Zhongyan Co., Water Co., and Jinfat Technology [4] - Companies engaged in PEEK processing and applications include Huitong Co., Tongyi Co., and Kent Co. [4] Group 5: Industry Challenges and Opportunities - The PEEK industry faces challenges such as high production costs, long verification cycles, and the need for technological innovation to overcome processing difficulties [46][55] - The industry is exploring various avenues for breakthroughs, including technological innovation, cost reduction through vertical integration, and collaborative development with downstream partners [60][62] Group 6: Policy Support - National policies have been increasingly supportive of PEEK development, emphasizing the need to enhance self-sufficiency and breakthrough key technologies [63][64] - PEEK has been identified as a strategic new material, receiving strong top-level design support from the government [65]

Core Viewpoint - The announcement details the listing and circulation of strategic placement restricted shares for Jilin Province Zhongyan Polymer Materials Co., Ltd., with a total of 1,348,617 shares set to be released on September 22, 2025, after a 24-month lock-up period [2][4][5]. Group 1: Listing Details - The type of stock being listed is the first public offering of strategic placement shares, with a total of 1,348,617 shares to be listed [2][3]. - The total number of shares after the initial public offering is 30,420,000, resulting in a total share capital of 121,680,000 shares, with restricted shares accounting for 94,361,113 shares (77.55%) and unrestricted shares for 27,318,887 shares (22.45%) [5]. - The restricted shares represent 1.11% of the total share capital and will be available for trading starting September 22, 2025 [5][9]. Group 2: Shareholder and Governance Information - The strategic placement shares are held by one shareholder, with a lock-up period of 24 months from the date of the initial public offering [5][9]. - The underwriter, Haitong Innovation Securities Investment Co., Ltd., participated in the strategic placement with a commitment of 4.43% of the public offering, amounting to approximately 39,999,980.22 yuan [7]. - The company has confirmed that there have been no changes in share capital due to profit distribution or other factors since the formation of the restricted shares [6]. Group 3: Corporate Governance Changes - On September 12, 2025, a shareholder meeting was held where various governance-related proposals were approved, including the cancellation of the supervisory board and amendments to the company's articles of association [13][15]. - Li Zhenfang resigned as a non-independent director due to internal adjustments but will continue to hold other positions within the company [18]. - Li Zhenfang was elected as the employee representative director, ensuring compliance with legal requirements regarding board composition [19]. Group 4: Investor Communication - The company plans to hold a half-year performance briefing on October 15, 2025, to discuss its financial results and address investor inquiries [21][22]. - Investors can submit questions for the briefing from September 30 to October 14, 2025, through the Shanghai Stock Exchange's online platform [22][28].