大股东持有的基本情况 王秀云及其一致行动人刘国梁分别持有吉林省中研高分子材料股份有限公 司（以下简称"公司"）股份 3,824,100 股占公司总股本的 3.14%和 2,805,050 股占公司总股本的 2.31%（合计持股 6,629,150 股，合计占公司总股本的 5.45%）， 上述股份为公司首次公开发行前取得的股份，并已于 2024 年 9 月 20 日起上市流 通。详见公司于 2024 年 9 月 11 日在上海证券交易所网站（www.sse.com.cn）披 露的《吉林省中研高分子材料股份有限公司首次公开发行限售股上市流通公告》 （2024-045）。 证券代码：688716 证券简称：中研股份 公告编号：2025-037 吉林省中研高分子材料股份有限公司 持股 5%以上股东减持股份结果公告 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： 股东名称 刘国梁 股东身份 控股股东、实控人及一致行动人 □是 √否 直接持股 5%以上股东 √是 □否 董事、监事和高级管理人员 □是 √否 ...

格隆汇9月22日丨中研股份(688716.SH)公布，公司近日收到王秀云及其一致行动人刘国梁出具的《关于 王秀云及一致行动人刘国梁减持吉林省中研高分子材料股份有限公司股份结果的告知函》，截至2025年 9月19日，上述减持计划已实施完毕，王秀云通过集中竞价交易方式减持公司股份121.68万股，占公司 总股本1%。 ...

格隆汇9月22日丨中研股份(688716.SH)公布，公司近日收到王秀云及其一致行动人刘国梁出具的《关于 王秀云及一致行动人刘国梁减持吉林省中研高分子材料股份有限公司股份结果的告知函》，截至2025年 9月19日，上述减持计划已实施完毕，王秀云通过集中竞价交易方式减持公司股份121.68万股，占公司 总股本1%。 ...

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]

Group 1 - The core point of the news is that Zhongyan Co., Ltd. (SH688716) has received preliminary approval for the environmental assessment of its subsidiary's project, which involves an investment of 15 million yuan [1] - The "A-share Green Report" project aims to enhance transparency in environmental information of listed companies by monitoring their environmental performance based on authoritative data from various government sources [1] - The latest A-share Green Weekly Report indicates that four listed companies have recently exposed environmental risks [1] Group 2 - Zhongyan Co., Ltd.'s main business is chemical new materials, accounting for 100% of its revenue [3] - The company's market capitalization is 5.831 billion yuan, with projected revenues of 2.92 billion yuan for 2023, 2.77 billion yuan for 2024, and 1.31 billion yuan for the first half of 2025 [4] - The net profit attributable to the parent company is forecasted to be 5.455 billion yuan for 2023, 3.928 billion yuan for 2024, and 702.69 million yuan for the first half of 2025 [4]

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。 ...