1月30日，佛塑科技涨5.21%，截至发稿，报12.32元/股，成交4.80亿元，换手率4.10%，总市值119.19亿 元。 资料显示，佛山佛塑科技集团股份有限公司位于广东省佛山市禅城区张槎街道轻工三路7号自编2号楼， 成立日期1988年6月28日，上市日期2000年5月25日，公司主营业务涉及各类先进高分子功能薄膜的生产 与销售。主营业务收入构成为：双向拉伸薄膜36.69%，渗析防护材料19.68%，塑编阻隔材料15.66%， 其他新材料11.53%，光学薄膜9.13%，其他(补充)7.32%。 从基金十大重仓股角度 数据显示，华富基金旗下1只基金重仓佛塑科技。华富新能源股票型发起式A（012445）四季度持有股 数850万股，占基金净值比例为3%，位居第六大重仓股。根据测算，今日浮盈赚取约518.5万元。 华富新能源股票型发起式A（012445）成立日期2021年6月29日，最新规模7.32亿。今年以来收益 4.95%，同类排名3282/5557；近一年收益78.23%，同类排名275/4285；成立以来收益24.99%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点 ...

Investment Rating - The report maintains an "Outperform" rating for the new materials industry [1][8]. Core Insights - The new materials sector outperformed the CSI 300 index in January 2026, with the new materials index rising by 10.54%, surpassing the CSI 300's increase of 1.90% by 8.64 percentage points [8][12]. - Basic metal prices saw a general increase in January 2026, with notable price changes including copper (1.23%), aluminum (2.79%), zinc (4.74%), and tin (34.93%) [8][37]. - Global semiconductor sales continued to grow, with November 2025 figures showing a 29.8% year-on-year increase, marking the 25th consecutive month of growth [8][42]. - The new materials sector is expected to benefit from the ongoing recovery in downstream demand and the push for domestic alternatives, indicating a potential growth cycle ahead [8][21]. Summary by Sections Industry Performance Review - The new materials index showed strong performance in January 2026, ranking 7th among 30 major industry sectors [12][16]. - A total of 170 stocks in the new materials sector were analyzed, with 141 stocks rising and 25 falling in January [17][20]. - The sector's valuation increased, with the new materials index PE (TTM) at 31.72, reflecting a 4.21% month-on-month increase [21][24]. Important Industry Data Tracking - In December 2025, the Consumer Price Index (CPI) rose by 0.2% month-on-month, while the Producer Price Index (PPI) increased by 0.2% [30][31]. - Basic metal prices and inventory changes were tracked, showing significant fluctuations in January 2026 [37][40]. - The export volume of superhard materials increased by 3.39% in December 2025, although the export value saw a slight decline [50][50]. Industry Dynamics - The establishment of the humanoid robot standard committee in Beijing and the introduction of the first group standard for functional diamonds highlight ongoing developments in the new materials sector [2]. - The implementation of the action plan for upgrading the non-ferrous metal industry in Henan province indicates regional efforts to enhance industry standards [2].

Group 1 - The plastic sector experienced a slight increase of 0.16% on January 27, with Stik leading the gains [1] - The Shanghai Composite Index closed at 4139.9, up by 0.18%, while the Shenzhen Component Index closed at 14329.91, up by 0.09% [1] - Stik's stock price rose by 20.00% to 50.04, with a trading volume of 458,000 shares and a transaction value of 2.15 billion [1] Group 2 - The plastic sector saw a net outflow of 1.263 billion from major funds, while retail investors contributed a net inflow of 1.333 billion [2] - The top gainers included Kent Shares, which rose by 7.60% to 54.36, and Su Lai New Materials, which increased by 4.69% to 44.66 [1][2] - The top losers included Ruihua Tai, which fell by 4.73% to 29.62, and Foshan Plastic Technology, which decreased by 4.51% to 12.07 [2]

Core Viewpoint - The report from Guotai Junan highlights the significant growth in global energy storage battery shipments, projecting a total of 640 GWh in 2025, which represents an 82.9% year-on-year increase. Domestic manufacturers are expected to ship 621.5 GWh, also reflecting an 82.8% growth, while overseas shipments are anticipated to reach 18.5 GWh, marking an 85% increase [1][2]. Group 1: New Energy Vehicles and Energy Storage - The global sales of new energy vehicles (NEVs) are projected to reach 23.54 million units in 2025, a 29.1% increase year-on-year, with China accounting for 70.3% of the total sales. Sales in Europe and the US are expected to be 3.77 million and 1.6 million units, respectively, showing growth rates of 30.5% and 1.72% [1]. - For energy storage, the forecast for 2026 indicates that global shipments of energy storage batteries could reach 1,090 GWh, representing a 70% year-on-year increase [2]. Group 2: Price Trends and Material Supply - Starting from June 2025, a tightening supply-demand situation for domestic energy storage cells has initiated a price increase cycle, with prices for lithium hexafluorophosphate and lithium carbonate rising since September. The underlying logic for these price increases is driven by supply-demand dynamics, where strong downstream demand leads to improved profitability in the materials sector [3]. - The lithium battery industry is experiencing an improved supply-demand balance, with major battery manufacturers like CATL ramping up production. However, the materials sector faces significant financial pressures due to high debt levels and the need for capital turnover amidst new capacity releases [3]. Group 3: Future Demand and Policy Support - The demand cycle for 2026 is expected to be bolstered by continued domestic policies such as trade agreements in Europe and China, as well as the reintroduction of electric vehicle purchase subsidies in Germany. The Chinese market is projected to see a 94% year-on-year increase in new energy storage orders and collaborations, reaching 35.3 GWh in 2025 [4]. - The updated export tax rebate policy for battery products, effective from January 2026, is anticipated to advance overseas demand for new energy products [4]. Group 4: Investment Recommendations - The report suggests focusing on lithium-related materials such as lithium iron phosphate, lithium carbonate, and lithium hexafluorophosphate, as well as heavy asset-related sectors like separators. Recommended stocks include Shengxin Lithium Energy (002240.SZ) and others in the lithium materials sector [5]. - Additionally, leading battery manufacturers with strong pricing power and supply-demand imbalances are highlighted, with recommendations for stocks like CATL (300750.SZ) and others [5].

Core Insights - The acquisition of Hebei Jinli New Energy Technology Co., Ltd. by Fospower Technology has been approved by the China Securities Regulatory Commission, marking a strategic partnership aimed at enhancing competitiveness in the lithium battery industry [1][3] - The merger is expected to leverage both companies' strengths, particularly in technology and production capabilities, to drive industry upgrades and establish a new development framework [1][3] Group 1: Fospower Technology - Fospower Technology has a long-standing presence in the polymer functional film sector, having filled several domestic technological gaps and led the formulation of national standards for wet separators [1][3] - The company has invested in R&D and industrialization for over 30 years, creating a comprehensive system that includes technology development, manufacturing processes, and quality control [1][3] - Fospower aims to build a new growth engine in the new energy materials sector through this acquisition, enhancing its market position [3][4] Group 2: Jinli New Energy - Jinli New Energy is a leading player in the lithium battery wet separator market, recognized as a national-level specialized and innovative "little giant" enterprise [2][3] - The company has achieved significant technological advantages in ultra-thin and high-strength separator products, with a production capacity for 2μm ultra-thin high-strength separators and a market share of approximately 18% in the domestic wet separator market [2][3] - By mid-2025, Jinli New Energy is projected to rank second in the domestic separator industry in terms of shipment volume, with a production capacity of around 5.9 billion square meters and an overall capacity utilization rate of over 80% [2][3] Group 3: Strategic Synergies - The acquisition involves a transaction value of 5.08 billion yuan for 100% equity of Jinli New Energy, along with an additional 1 billion yuan raised to support the transaction and future development [3] - The collaboration is expected to enhance business growth, technology development, product layout, and customer resources, providing strong support for Jinli's future capacity upgrades and international expansion [3][4] - Both companies are already engaging in systematic integration across R&D sharing, production line planning, supply chain collaboration, and cutting-edge technology development [3][4] Group 4: Future Prospects - Post-restructuring, Jinli New Energy is anticipated to accelerate capacity release and efficiency optimization, reinforcing its technological and scale advantages in the ultra-thin high-strength separator sector [4] - The company is also focusing on customer certification in Europe and North America, aiming to expand its global market presence with the support of Fospower's resources and governance experience [4] - The merger represents a significant strategic move for Fospower in the new energy materials sector, with expected synergies enhancing Jinli's market participation and influence in the lithium battery separator market [4]

证券日报网讯1月23日，佛塑科技（000973）在互动平台回答投资者提问时表示，截至2026年1月20日， 公司股东人数为72717户。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或者重大 遗漏。 二、关于本次交易标的资产过户情况的中介机构核查意见 佛山佛塑科技集团股份有限公司（以下简称公司或上市公司）拟通过发行股份及支付现金的方式向袁海 朝、北京华浩世纪投资有限公司等102名交易对方购买其合计所持有的河北金力新能源科技股份有限公 司（以下简称金力新能源）100%股份（以下简称标的资产），并向公司控股股东广东省广新控股集团 有限公司发行股份募集配套资金（以下合称本次交易）。 公司于2025年12月31日收到中国证券监督管理委员会出具的《关于同意佛山佛塑科技集团股份有限公司 发行股份购买资产并募集配套资金注册的批复》（证监许可〔2025〕3023号）。截至本公告披露日，本 次交易之标的资产已完成过户，现将有关情况公告如下： 一、本次交易标的资产过户情况 （一）标的资产过户情况 本次交易的标的资产为金力新能源100%股份。根据邯郸市市场监督管理局于2026年1月21日核发的金力 新能源《营业执照》及《登记通知书》[（邯）登字〔2026〕第68号]，金力新能源1 ...

华泰联合证券有限责任公司 关于 佛山佛塑科技集团股份有限公司 发行股份及支付现金购买资产并募集配套资金 暨关联交易之资产过户情况的 独立财务顾问核查意见 独立财务顾问 独立财务顾问声明与承诺 华泰联合证券有限责任公司（以下简称"本独立财务顾问"）受佛山佛塑科 技集团股份有限公司（以下简称"公司"）委托，担任本次发行股份及支付现金 购买资产并募集配套资金暨关联交易（以下简称"本次交易"）之独立财务顾问， 并出具本独立财务顾问核查意见。 本独立财务顾问核查意见系依据《中华人民共和国公司法》《中华人民共和 国证券法》《上市公司重大资产重组管理办法》《上市公司并购重组财务顾问业务 管理办法》《公开发行证券的公司信息披露内容与格式准则第 26 号——上市公司 重大资产重组》等法律法规及文件的规定和要求，以及证券行业公认的业务标准、 道德规范，经审慎调查，本着诚实守信和勤勉尽责的态度，就本次交易认真履行 尽职调查义务，对上市公司相关申报和披露文件进行审慎核查后出具的，以供中 国证监会、深圳证券交易所及有关各方参考。本独立财务顾问对本核查意见特作 如下声明： 1、本独立财务顾问核查意见所依据的文件和材料由本次交易各方提供， ...

北京大成律师事务所关于 佛山佛塑科技集团股份有限公司 发行股份及支付现金购买资产并募集配套资金暨关联交易 之资产过户情况之 法律意见书 二〇二六年一月 1 北京大成律师事务所 佛山佛塑科技集团股份有限公司 发行股份及支付现金购买资产并募集配套资金暨关联交易 之资产过户情况之 法律意见书 致：佛山佛塑科技集团股份有限公司 根据佛山佛塑科技集团股份有限公司（以下简称"上市公司""公司"）与 北京大成律师事务所（以下简称"本所""大成"）签订的《专项法律服务协议》， 本所接受上市公司的委托，担任上市公司拟通过发行股份及支付现金方式向袁海 朝、北京华浩世纪投资有限公司等 102 名交易对方购买其合计持有的河北金力新 能源科技股份有限公司（以下简称"标的公司"）100%股份，并向上市公司控 股股东广东省广新控股集团有限公司（以下简称"广新集团"）募集配套资金暨 关联交易项目（合称"本次交易""本次重组"）的专项法律顾问。 为本次交易之目的，本所已于 2025 年 6 月 9 日出具了《北京大成律师事务 所关于佛山佛塑科技集团股份有限公司发行股份及支付现金购买资产并募集配 套资金暨关联交易之法律意见书》（以下简称《法律意 ...

暨关联交易之标的资产过户完成的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏。 佛山佛塑科技集团股份有限公司（以下简称公司或上市公司）拟通过发行股份 及支付现金的方式向袁海朝、北京华浩世纪投资有限公司等 102 名交易对方购买其 合计所持有的河北金力新能源科技股份有限公司（以下简称金力新能源）100%股份 （以下简称标的资产），并向公司控股股东广东省广新控股集团有限公司发行股份 募集配套资金（以下合称本次交易）。 公司于 2025 年 12 月 31 日收到中国证券监督管理委员会出具的《关于同意佛山 佛塑科技集团股份有限公司发行股份购买资产并募集配套资金注册的批复》（证监 许可〔2025〕3023 号）。截至本公告披露日，本次交易之标的资产已完成过户，现 将有关情况公告如下： 证券代码：000973 证券简称：佛塑科技 公告编号：2026-03 佛山佛塑科技集团股份有限公司 关于发行股份及支付现金购买资产并募集配套资金 一、本次交易标的资产过户情况 （一）标的资产过户情况 本次交易的标的资产为金力新能源 100%股份。根据邯郸市市场监督管理局于 2026 ...