Core Insights - Synthetic mica is emerging as a key alternative to natural mica due to its high purity, excellent thermal resistance (over 1200℃), and strong electrical insulation properties, making it a critical non-metallic insulation material in modern industry [1][5][6] - The demand for synthetic mica is significantly increasing, particularly in the rapidly growing electric vehicle market, with projections indicating substantial market growth in the global new energy sector by 2027 [1][7] - The Chinese synthetic mica industry is expected to develop steadily towards high-end, green, and centralized high-quality growth, driven by technological innovation and application expansion [1][16] Overview of Synthetic Mica Industry - Synthetic mica, also known as artificial fluorophlogopite, is produced through high-temperature melting and crystallization processes, offering advantages such as high purity (over 99.95%), superior thermal resistance, and excellent chemical stability [2][5] - It can be categorized based on performance characteristics (e.g., golden mica, lithium mica) and product forms (e.g., single crystal sheets, powders, ceramics) [3][4] Industry Policies in China - The Chinese government has introduced multiple policies to support the synthetic mica industry, including guidelines for new material applications and plans for the development of the raw materials industry, which collectively enhance the industry's research and application capabilities [6][7] Global Development of Synthetic Mica - The global market for synthetic mica in the new energy sector reached 4.66 billion yuan in 2024, with expectations to grow to 12.37 billion yuan by 2027, reflecting a compound annual growth rate of 38.46% [7][8] - The industry is experiencing dual opportunities for technological upgrades and market expansion, particularly in high-end applications such as aerospace and electronics [7][10] Industry Chain of Synthetic Mica in China - The synthetic mica industry chain in China is characterized by clear upstream, midstream, and downstream divisions, with upstream relying on chemical raw materials and midstream focusing on the production of synthetic mica products [8][9] Demand and Application Trends - The demand for synthetic mica is rapidly increasing in the new energy sector, particularly for applications in power battery insulation and heat management, with significant adoption by leading companies like Tesla and CATL [12][13] - The pearl pigment industry, which utilizes synthetic mica as a core material, is also experiencing rapid growth, providing substantial market opportunities [14] Competitive Landscape of Synthetic Mica Industry - The Chinese synthetic mica industry features a tiered competitive structure, with leading companies dominating high-end markets while smaller firms focus on mid- to low-end segments [15][16] - Major players like Ping An Electric and Zhejiang Rongtai leverage their technological capabilities and customer relationships to secure positions in high-end applications [15] Future Development Trends - The synthetic mica industry is expected to focus on technological innovation, expanding applications in high-value sectors, and optimizing industry structure towards higher concentration and sustainability [16][17][18] - Key trends include the drive for product upgrades through technological breakthroughs, deeper penetration into high-value applications, and a shift towards green production practices [16][17][18]

Key Points - ST立方's stock will be subject to delisting risk warning and will be suspended [1] - Tongde Chemical has been listed as a dishonest executor [1] - Shengke Nano's subsidiary plans to invest approximately 500 million yuan in the "Qingdao Testing and Analysis Capability Improvement Project" [1] - Pinggao Electric has won a bid for a 773 million yuan project from the State Grid [1] - Bright Dairy intends to acquire 40% of Xiaoxiniu for about 500 million yuan [1] - Jianbang Co. plans to repurchase shares worth 15 million to 30 million yuan [1] - China Jushi's controlling shareholder plans to increase its stake by 550 million to 1.1 billion yuan [1] - Xinyuan Intelligent Manufacturing plans to raise no more than 140 million yuan through a private placement [1] - Tianfeng Securities is under investigation by the CSRC for suspected information disclosure violations [1][2]

格隆汇11月28日丨博菲电气(001255.SZ)公布，控股股东、实际控制人的一致行动人海宁云格投资合伙 企业（有限合伙）（简称"海宁云格"）、海宁聚成投资合伙企业（有限合伙）（简称"海宁聚成"）计划 通过集中竞价交易方式和大宗交易方式合计减持本公司股份数量累计不超过2,550,000股（占公司总股本 比例2.9497%），其中，以集中竞价交易方式减持的，计划在本公告披露之日起15个交易日后的3个月 内进行，且3个月内减持股份总数不超过公司股份总数的1%；以大宗交易方式减持的，计划在本公告披 露之日起15个交易日后的3个月内进行，且3个月内减持股份总数不超过公司股份总数的2%。 ...

Group 1 - The controlling shareholder of Bofei Electric plans to reduce its stake by up to 2.95%, totaling no more than 2.55 million shares through centralized bidding and block trading methods [1] - The reduction will occur within three months after 15 trading days from the announcement date, with a limit of 1% of total shares for centralized bidding and 2% for block trading [1] - As of January to June 2025, Bofei Electric's revenue composition is as follows: wind power accounts for 44.43%, other sectors for 40.94%, and rail transit for 14.63% [1] Group 2 - The current market capitalization of Bofei Electric is 2.7 billion yuan [2]

智通财经APP讯，博菲电气(001255.SZ)发布公告，公司控股股东、实际控制人的一致行动人海宁云格投 资合伙企业(有限合伙)(简称"海宁云格")、海宁聚成投资合伙企业(有限合伙)(简称"海宁聚成")计划通过 集中竞价交易方式和大宗交易方式合计减持公司股份数量累计不超过255万股(占公司总股本比例 2.9497%)。 ...

博菲电气（001255）(001255.SZ)发布公告，公司控股股东、实际控制人的一致行动人海宁云格投资合 伙企业(有限合伙)(简称"海宁云格")、海宁聚成投资合伙企业(有限合伙)(简称"海宁聚成")计划通过集中 竞价交易方式和大宗交易方式合计减持公司股份数量累计不超过255万股(占公司总股本比例2.9497%)。 ...

人民财讯11月28日电，博菲电气（001255）11月28日公告，控股股东、实际控制人的一致行动人海宁云 格、海宁聚成计划通过集中竞价和大宗交易方式拟减持公司股份不超过255万股(占公司总股本的 2.95%)。 ...

财通证券股份有限公司 关于浙江博菲电气股份有限公司 使用部分闲置募集资金进行现金管理的核查意见 财通证券股份有限公司（以下简称"财通证券"或"保荐机构"）作为浙江 博菲电气股份有限公司（以下简称"博菲电气"或"公司"）2025 年度以简易程 序向特定对象发行股票的保荐机构，根据《证券发行上市保荐业务管理办法》《深 圳证券交易所股票上市规则》《上市公司募集资金监管规则》《深圳证券交易所上 市公司自律监管指引第 1 号——主板上市公司规范运作》等相关法律、法规和规 范性文件的规定，对博菲电气使用部分闲置募集资金进行现金管理事项进行了核 查，具体核查情况如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于同意浙江博菲电气股份有限公司向特定对 象发行股票注册的批复》（证监许可〔2025〕2432号）同意注册，公司以简易程 序向特定对象发行人民币普通股（A股）股票5,166,184股，发行价格为27.68元/ 股，募集资金总额为人民币142,999,973.12元，扣除相关发行费用后实际募集资 金净额为人民币137,558,822.86元。上述募集资金到位情况已经中喜会计师事务 所（特殊普通合伙）进行了审验，并 ...

浙江博菲电气股份有限公司 防范控股股东及关联方占用资金管理制度 浙江博菲电气股份有限公司 防范控股股东及关联方占用资金管理制度 第一章 总 则 第一条 为了建立防止控股股东、实际控制人及其他关联方占用浙江博菲电 气股份有限公司（以下简称"公司"）资金的长效机制，杜绝控股股东、实际控 制人及其他关联方占用资金行为的发生，根据《中华人民共和国公司法》《中华 人民共和国证券法》《上市公司监管指引第 8 号——上市公司资金往来、对外担 保的监管要求》《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自 律监管指引第 1 号——主板上市公司规范运作》和《浙江博菲电气股份有限公司 章程》（以下简称"公司章程"）以及国家的相关法律、法规及规范性文件的规 定，制定本制度。 第二条 占用资金包括经营性占用资金和非经营性占用资金。 经营性占用资金是指控股股东、实际控制人及其他关联方通过采购、销售等 生产经营环节的关联交易产生的占用资金； 非经营性占用资金是指为控股股东、实际控制人及其他关联方垫付工资、福 利、保险、广告等费用和其他支出，代控股股东、实际控制人及其他关联方偿还 债务而支付资金，有偿或无偿直接或间接拆借给控股股东 ...

浙江博菲电气股份有限公司 内幕信息知情人登记管理制度 浙江博菲电气股份有限公司 内幕信息知情人登记管理制度 第一章 总则 第一条 为规范浙江博菲电气股份有限公司（以下简称"公司"）内幕信 息管理，加强内幕信息保密工作，维护信息披露的公平性，保护广大投资者的 合法权益，根据《中华人民共和国公司法》《中华人民共和国证券法》（以下 简称"《证券法》"）《上市公司信息披露管理办法》《上市公司监管指引第 5号—上市公司内幕信息知情人登记管理制度》《深圳证券交易所股票上市规 则》《深圳证券交易所上市公司自律监管指引第1号—主板上市公司规范运作》 和《浙江博菲电气股份有限公司章程》（以下简称"公司章程"）以及国家的 相关法律、法规及规范性文件的规定，制定本制度。 第二条 公司董事会是内幕信息的管理机构，应当保证内幕信息知情人档 案真实、准确和完整。董事长为内幕信息管理主要责任人。董事会秘书为内幕 信息管理工作负责人。经董事会及董事会秘书授权，证券部具体负责公司内幕 信息的日常管理工作。 第三条 公司在报送内幕信息知情人档案的同时应当出具书面承诺，保证 所填报内幕信息知情人档案及重大事项进程备忘录内容的真实、准确、完整， 并 ...