证券日报网讯1月5日，国风新材（000859）在互动平台回答投资者提问时表示，公司主要产品、经营情 况请关注定期报告等已披露信息。 ...

证券日报网讯 1月5日，国风新材在互动平台回答投资者提问时表示，公司近年来加快产业转型升级， 聚焦"芯屏汽合"产业，加快培育新质生产力，相继投资建设电子级聚酰亚胺膜材料和光学级聚酯薄膜材 料项目等，公司将持续推进项目建设，以科技创新推动产业创新，进而加快公司高质量发展。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 1月5日，国风新材在互动平台回答投资者提问时表示，上海旺旺食品集团有限公司为公 司客户，该集团主要采购公司BOPP印刷膜，热封膜，消光膜包装材料。 ...

证券日报网讯1月5日，国风新材（000859）在互动平台回答投资者提问时表示，公司目前主要产品有不 同厚度规格的FPC用聚酰亚胺黄色基膜、遮蔽用聚酰亚胺黑膜以及聚酰亚胺碳基膜等。 ...

证券日报网讯1月5日，国风新材（000859）在互动平台回答投资者提问时表示，目前公司已投资建设聚 酰亚胺薄膜生产线共计12条，年产能超过1500吨。 ...

截至2025年12月31日收盘，国风新材(000859)报收于10.12元，下跌6.04%，换手率17.09%，成交量 153.07万手，成交额15.64亿元。 当日关注点 交易信息汇总 股价提醒 安徽国风新材料股份有限公司关于收到深圳证券交易所中止审核公司发行股份购买资产并募集配套资金 暨关联交易通知的公告 安徽国风新材料股份有限公司因本次交易申请文件中记载的评估资料已过有效期，收到深交所中止审核 公司发行股份购买资产并募集配套资金暨关联交易事项的通知。评估报告有效期至2025年12月31日，需 补充提交加期评估资料。公司正推进相关工作，待完成后将申请恢复审核。本次交易尚需深交所审核通 过并经证监会注册后实施，存在不确定性。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 来自交易信息汇总：国风新材股价连续两日下跌，近5个交易日内两次单日跌幅超5%，主力资金 持续净流出。 来自资金流向：12月31日主力资金净流出1.98亿元，占总成交额12.65%，远高于游资与散户资金 流动规模。 来自公司公告汇总：国风新材因评估资料过期，收到深 ...

证券代码：000859 证券简称：国风新材 公告编号：2026-001 安徽国风新材料股份有限公司关于收到深圳证 券交易所中止审核公司发行股份购买资产并募 集配套资金暨关联交易通知的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或者重大遗漏。 安徽国风新材料股份有限公司（以下简称"公司"或"上市公司"） 拟通过发行股份及支付现金方式，向施克炜等 10 名交易对方购买其合计 持有的太湖金张科技股份有限公司（以下简称"金张科技"或"标的公 司"）46,263,796 股股份（占金张科技库存股注销后总股本比例为 58.33%），并向包括合肥市产业投资控股（集团）有限公司在内的不超过 35 名符合条件的特定对象发行股份募集配套资金（以下简称"本次交 易"）。 公司于 2025 年 12 月 31 日收到深圳证券交易所（以下简称"深交 所"）的通知，因公司本次交易申请文件中记载的评估资料已过有效期， 需要补充提交，按照《深圳证券交易所上市公司重大资产重组审核规则》 的相关规定，深交所对公司本次交易中止审核。 一、中止审核的原因 根据中水致远资产评估有限公司出具的资产评估报告， ...

国风新材公告称，公司拟发行股份及支付现金，向施克炜等10名交易对方购买金张科技58.33%股份， 并募集配套资金。2025年12月31日，因申请文件中评估资料过有效期需补充，深交所对本次交易中止审 核。截至公告日，加期评估工作正有序推进。此前，该交易曾因财务资料过期于2025年9月30日中止审 核，11月27日恢复审核。本次交易尚需深交所审核及证监会注册，结果和时间均不确定。 ...

Core Viewpoint - The article discusses the rapid growth and investment opportunities in advanced packaging materials, highlighting the potential for domestic companies to replace foreign imports in this sector [7][8]. Market Overview - The global market for advanced packaging materials is projected to reach $2.032 billion by 2028, with the Chinese market expected to grow to 9.67 billion yuan by 2025 [8]. - Specific materials such as PSPI, epoxy resin, and conductive adhesives are identified as key growth areas, with significant market size and growth forecasts [8]. Investment Opportunities - The article outlines various advanced packaging materials and their respective market sizes, including: - PSPI: $528 million in 2023, expected to grow significantly [8]. - Conductive adhesives: projected to reach $3 billion by 2026 [8]. - Chip bonding materials: estimated at $485 million in 2023, with a forecast of $684 million by 2029 [8]. - Domestic companies like Dinglong Co., Guofeng New Materials, and others are positioned to capitalize on these growth opportunities [8]. Competitive Landscape - The article compares domestic and foreign companies in the advanced packaging materials sector, noting that while foreign firms like Fujifilm and Toray dominate, domestic players are emerging rapidly [8]. - The competitive dynamics suggest a potential shift towards domestic production as companies seek to reduce reliance on imports [7][8]. Investment Strategies - Different investment stages in the new materials industry are discussed, emphasizing the importance of assessing team capabilities, market potential, and product maturity at each stage [10]. - The article suggests that investments in more mature companies with established sales channels present lower risks and higher returns [10].

Core Viewpoint - The article discusses the rapid growth and investment opportunities in the advanced packaging materials sector, highlighting the potential for domestic companies to replace foreign imports in critical areas of technology [7][8]. Market Overview - The global market for advanced packaging materials is projected to reach $2.032 billion by 2028, with the Chinese market expected to grow to 9.67 billion yuan by 2025 [8]. - Specific materials such as PSPI, epoxy resin, and conductive adhesives are identified as key growth areas, with significant market sizes and growth rates anticipated [8]. Investment Opportunities - The article outlines various advanced packaging materials and their respective market sizes, including: - PSPI: $528 million in 2023, expected to grow significantly [8]. - Conductive adhesives: projected to reach $3 billion by 2026 [8]. - Chip bonding materials: expected to grow from approximately $485 million in 2023 to $684 million by 2029 [8]. - The investment landscape is characterized by a shift towards domestic production, with numerous Chinese companies emerging as competitors to established foreign firms [7][8]. Industry Trends - The article emphasizes the trend of domestic substitution in advanced materials, particularly in sectors heavily reliant on imports from countries like Japan [7][8]. - It highlights the importance of innovation and collaboration among domestic companies to enhance competitiveness in the global market [21]. Strategic Insights - Investment strategies vary across different stages of company development, from seed rounds to pre-IPO phases, with a focus on team capabilities, market potential, and product maturity [10]. - The article suggests that companies in the growth phase with established sales channels and increasing revenue present lower investment risks and higher potential returns [10].