Core Insights - The polarized lens industry is experiencing significant growth driven by the rapid development of the consumer electronics sector, particularly in smartphones, tablets, and laptops, leading to increased demand for polarized lenses [1][11] - Government support for new materials industries, as outlined in the "Industrial Strategic Emerging Industries Classification Directory (2023)," is further propelling the development of the polarized lens industry [1][11] - The market size of the polarized lens industry has risen from 14.74 billion yuan in 2018 to 31 billion yuan, with expectations for continued growth as downstream application areas expand [1][11] Industry Overview - Polarized lenses, also known as polarizing filters, are used to eliminate direct light and enhance visual clarity, making them essential in various applications including eyewear, camera lenses, and LCD displays [3][11] - The industry has evolved through three stages: a nascent phase from 1995-1999, a startup phase from 2000-2010, and a high-growth phase from 2011 to present, with significant advancements in technology and market competitiveness [5][11] Industry Chain - The polarized lens industry chain consists of upstream raw materials (polarizing films, protective films, adhesive materials), midstream manufacturers who produce the final products, and downstream applications in eyewear, cameras, and electronic devices [7][11] Competitive Landscape - Domestic companies are enhancing their market competitiveness through technological innovation and industrial upgrades, although there remains a gap in high-end products compared to international leaders [13] - Key players in the industry include Ningbo Shanshan Co., Ltd., Hengmei Optoelectronics Co., Ltd., and Shenzhen Sanlipu Optoelectronics Co., Ltd., among others [13][15] Market Trends - The demand for polarized lenses is expected to grow as consumers increasingly prioritize health, safety, and fashion, with applications expanding into emerging fields like virtual reality and autonomous driving [21][22] - International demand for Chinese polarized lens products is rising, supported by the increasing recognition and competitiveness of Chinese brands in global markets [22] - Market concentration is anticipated to increase as leading companies expand production capacities, with Hengmei Optoelectronics planning to add 140 million square meters of polarized lens capacity by 2027 [24]

证券代码：001373 证券简称：翔腾新材 公告编号：2025-032 江苏翔腾新材料股份有限公司 关于股东减持股份实施情况的公告 公司股东王健保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 江苏翔腾新材料股份有限公司（以下简称"公司"或"翔腾新材"）于2025年3月18 日在巨潮资讯网（www.cninfo.com.cn）及指定信息披露报刊上披露了《关于公司股 东减持股份预披露公告》（公告编号：2025-005）。自股份减持计划预披露公告之 日起15个交易日后的3个月内（即2025年4月10日起至2025年7月9日止），公司股东 王健先生以集中竞价/大宗交易方式减持本公司股份不超过650,000股（占本公司总股 本比例0.95%）。 近日，公司收到王健先生出具的《关于减持股份实施情况告知函》，现将具体 情况公告如下： 一、股东减持情况 | 股东名称 | 减持方式 | 减持期间 | 减持均 | 减持价格区 | 减持股 | 减持比例 | | --- | --- | --- | --- | --- | --- ...

证券代码：001373 证券简称：翔腾新材 公告编号：2025-031 江苏翔腾新材料股份有限公司 关于持股 5%以上股东权益变动触及 1%整数倍的公告 | 住所 | 中国（上海）自由贸易试验区陆家嘴环路958号1702室 | | | | | --- | --- | --- | --- | --- | | 信息披露义务人2 | 上海泷新私募投资基金合伙企业（有限合伙） | | | | | 住所 | 上海市静安区西康路658弄5号6层 | | | | | 信息披露义务人3 | 深圳市南山区涌泉私募创业投资基金合伙企业（有限合伙） | | | | | 住所 | 深圳市南山区粤海街道高新区社区高新南一道002号飞亚达科技大厦 | | | | | 1202H1 | | | | | | 信息披露义务人4 | 上海涌月创业投资合伙企业（有限合伙） | | | | | 住所 | 上海市静安区西康路658弄5号6层 | | | | | 权益变动时间 | 2025年6月11日至2025年6月12日 | | | | | | 股东祥禾涌原、上海泷新和南山涌泉自身资金需求，于2025年6月11日 至2025年6月12日通过大宗交易方 ...

Core Viewpoint - Jiangsu Xiangteng New Materials Co., Ltd. announced a change in equity ownership as major shareholders reduced their stakes, impacting the overall shareholding structure of the company [1][2]. Shareholder Reduction - Major shareholders, including Shanghai Xianghe Yongyuan Equity Investment Partnership, Shanghai Longxin Private Investment Fund, Shenzhen Nanshan District Yongquan Private Venture Capital Fund, and Shanghai Yongyue Venture Capital Partnership, collectively reduced their holdings by up to 2,060,606 shares, representing 3% of the total share capital [2][3]. - The reduction occurred through centralized bidding and block trading from April 23, 2025, to June 5, 2025, with a total of 686,866 shares sold, accounting for 1% of the total share capital [2][3]. Shareholding Structure Post-Reduction - Following the reduction, the total number of shares held by these shareholders decreased from 10,302,990 shares to 9,616,124 shares, resulting in a change in their combined holding percentage from 15% to 14% [2][3]. - The reduction did not lead to a change in the controlling shareholder or actual controller of the company, nor did it significantly impact the company's governance structure or ongoing operations [2][3].

证券代码：001373 证券简称：翔腾新材 公告编号：2025-030 江苏翔腾新材料股份有限公司 关于持股 5%以上股东权益变动触及 1%整数倍的公告 公司股东上海祥禾涌原股权投资合伙企业（有限合伙）、上海泷新私募投资 基金合伙企业（有限合伙）、深圳市南山区涌泉私募创业投资基金合伙企业（有 限合伙）、上海涌月创业投资合伙企业（有限合伙）保证向本公司提供的信息内 容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 江苏翔腾新材料股份有限公司（以下简称"公司""本公司"或"翔腾新材"） 于2025年3月18日披露了《关于公司股东减持股份预披露公告》（公告编号2025-005）。 其中股东上海祥禾涌原股权投资合伙企业（有限合伙）（以下简称"祥禾涌原"）、 上海泷新私募投资基金合伙企业（有限合伙）（以下简称"上海泷新"）、深圳市 南山区涌泉私募创业投资基金合伙企业（有限合伙）（以下简称"南山涌泉"）和 上海涌月创业投资合伙企业（有限合伙）（以下简称"上海涌月"）（出于谨慎及 维护投资者利益，四家基金按照一致行动关系进行减持）以集中竞价方式/大 ...

Group 1 - The company has approved a cash dividend distribution plan for the fiscal year 2024, with a total of 68,686,888 shares as the basis for distribution [1] - The cash dividend is set at 0.600000 RMB per 10 shares (before tax), totaling approximately 4,121,213.28 RMB for the year [1] - No stock bonuses or capital reserve transfers will be conducted during this distribution [1] Group 2 - The record date for the dividend distribution is June 11, 2025, and the ex-dividend date is June 12, 2025 [2] - The distribution will be made to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shenzhen Branch, as of the record date [2] - The company will entrust the China Securities Depository and Clearing Corporation Limited to distribute the cash dividends to A-share shareholders on June 6, 2025 [2]

江苏翔腾新材料股份有限公司（以下简称"公司"）2024 年度权益分派方案已 获 2025 年 5 月 19 日召开的 2024 年年度股东大会审议通过，现将权益分派事宜公 告如下： 一、股东大会审议通过权益分派方案的情况 1、2025 年 5 月 19 日，公司 2024 年年度股东大会审议通过了《关于 2024 年 度利润分配预案的议案》。公司 2024 年度利润分配方案为： 证券代码：001373 证券简称：翔腾新材 公告编号：2025-029 江苏翔腾新材料股份有限公司 2024 年度权益分派实施公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 以公司总股本 68,686,888 股为基数，每 10 股派发现金股利 0.600000 元（含 税），2024 年度现金股利共计人民币 4,121,213.28 元。本期不送红股，不进行公积 金转增股本。 2、公司现有总股本 68,686,888 股，自分配方案披露至实施期间公司股本总额 未发生变化。 3、本次实施的分配方案与公司 2024 年年度股东大会审议通过的分配方案一 致，按照分配总额不变的原则进行 ...

载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 江苏翔腾新材料股份有限公司（以下简称"公司"或"翔腾新材"）于2025年3月18 日在巨潮资讯网（www.cninfo.com.cn）及指定信息披露报刊上披露了《关于公司股 东减持股份预披露公告》（公告编号：2025-005）。自股份减持计划预披露公告之 日起15个交易日后的3个月内（即2025年4月10日起至2025年7月9日止），公司股东 余俊德先生计划通过集中竞价方式减持本公司股份不超过55,000股（占本公司总股 本比例0.08%）。 近日，公司收到余俊德先生出具的《关于减持股份实施情况告知函》，现将具 体情况公告如下： 一、股东减持情况 （一）股东减持股份情况 证券代码：001373 证券简称：翔腾新材 公告编号：2025-028 江苏翔腾新材料股份有限公司 公司股东余俊德保证向本公司提供的信息内容真实、准确、完整，没有虚假记 本次减持前持有股份 减持后持有股份 股东名称 股份性质 股数（股） 占总股本比例 股数（股） 占总股本比例 合计持有股份 220,135 0.32049% 165,135 0.24 ...

证券代码：001373 证券简称：翔腾新材 公告编号：2025-028 江苏翔腾新材料股份有限公司 关于股东减持股份实施情况的公告 公司股东余俊德保证向本公司提供的信息内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 江苏翔腾新材料股份有限公司（以下简称"公司"或"翔腾新材"）于2025年3月18 日在巨潮资讯网（www.cninfo.com.cn）及指定信息披露报刊上披露了《关于公司股 东减持股份预披露公告》（公告编号：2025-005）。自股份减持计划预披露公告之 日起15个交易日后的3个月内（即2025年4月10日起至2025年7月9日止），公司股东 余俊德先生计划通过集中竞价方式减持本公司股份不超过55,000股（占本公司总股 本比例0.08%）。 近日，公司收到余俊德先生出具的《关于减持股份实施情况告知函》，现将具 体情况公告如下： 一、股东减持情况 | 股东名称 | 减持方式 | 减持期间 | 减持均 | 减持价格区 | 减持股 | 减持比例 | | --- | --- | --- | --- | --- | --- ...

Group 1 - Huiyu Pharmaceutical's subsidiary received drug registration certificate for Carboxymethyl Sodium Injection, which is used for treating bleeding diseases in various medical fields [1] - Baihe Co., Ltd. announced a plan for a director to reduce holdings by up to 424,000 shares, representing 0.6625% of the total share capital [1] - Kingood Co., Ltd. received a notification from a global leading automaker for a wheel project, expected to start mass production in 2026 with a lifecycle of 10 years [1][2] Group 2 - Wanhua Chemical plans to repurchase shares worth between 300 million and 500 million yuan, with a maximum repurchase price of 99.36 yuan per share [2] - Warner Pharmaceutical's subsidiary received approval for Acetylcysteine raw material drug, primarily used for treating respiratory diseases [3] - ST Mingcheng plans to publicly transfer 45% equity of its subsidiary, aiming to optimize asset structure [4] Group 3 - Qixia Construction announced a plan to reduce up to 31.5 million shares, accounting for 3% of total share capital [5][6] - Zhejiang Rongtai intends to invest 20 million yuan to establish a wholly-owned subsidiary focused on intelligent robotics [7] - Yuandong Biological received drug registration for Chloral Hydrate Enema, used for sedation and seizure control in children [9] Group 4 - Jiemai Technology's subsidiary signed a strategic cooperation agreement with a solid-state battery company to produce high-safety composite conductive materials [10] - Xianju Pharmaceutical received drug registration for Progesterone Soft Capsules, used for treating functional disorders due to luteal deficiency [11] - Lanhua Kecai's subsidiary reported a temporary production halt, with the resumption date yet to be determined [13] Group 5 - Sinopharm Modern's subsidiary received drug registration for Tocilizumab Tablets, used for treating rheumatoid arthritis and other conditions [15] - Shanghai Bank announced the resignation of its vice president due to organizational adjustments [17] - Shanghai Pharmaceutical's Ephedrine Injection passed the consistency evaluation for generic drugs [19] Group 6 - Rundu Co., Ltd. received drug registration for Amlodipine and Olmesartan Tablets, aimed at treating hypertension [21] - Zhong'an Technology announced that 61 million shares held by its controlling shareholder will be auctioned [23] - Shanghai Washba plans to purchase patent assets and establish two subsidiaries focused on hydrogen energy and solid-state battery technologies [25] Group 7 - Nuo Cheng Jianhua's new drug Tafasitamab received approval for treating relapsed/refractory diffuse large B-cell lymphoma [26] - Benli Technology plans to use up to 200 million yuan of idle funds for cash management and financial investments [28] - Taiji Co., Ltd. intends to use 60 million yuan of idle funds to purchase financial products [29] Group 8 - Haishi Co. announced that its innovative drug Anreke Fen Injection received drug registration for treating postoperative pain [32] - Yulong Co. will have its stock delisted on May 27, 2025, following a decision by the Shanghai Stock Exchange [36] - Weifu High-Tech plans to establish a joint venture with Shanghai Baolong Automotive Technology [38] Group 9 - Xichang Electric Power expects a net profit reduction of approximately 5.4 million yuan due to adjustments in the time-of-use electricity pricing mechanism [39] - Alter signed a contract worth 6.8 billion yen for the development and procurement of large truck EV kits [41] - Zhonglian Heavy Industry plans to acquire controlling stakes in its financing leasing subsidiary through public bidding [42] Group 10 - Sanyou Medical's executive plans to reduce holdings by up to 1.44% of the company's shares [43] - Hangyang Co. plans to establish a subsidiary for large modular cryogenic equipment manufacturing with an estimated investment of 557 million yuan [44] - FAW Fuwi received a notification for a dashboard project from a well-known new energy brand, with total sales expected to reach 1.06 billion yuan [45]