Core Insights - On September 24, Xiangteng New Materials executed a block trade of 368,200 shares, amounting to 9.7889 million yuan, which represented 13% of the total trading volume for the day. The transaction price was 26.58 yuan, reflecting a discount of 14.18% compared to the market closing price of 30.97 yuan [1] Summary by Category - **Trading Activity** - The block trade involved 368,200 shares at a price of 26.58 yuan per share [1] - The total transaction value was 9.7889 million yuan [1] - This trade accounted for 13% of the total trading volume on that day [1] - **Price Comparison** - The transaction price of 26.58 yuan was 14.18% lower than the market closing price of 30.97 yuan [1]

Core Insights - The optical and optoelectronic sector experienced a slight increase of 0.31% on September 24, with Shengyang Technology leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Stock Performance - Shengyang Technology (603703) closed at 11.31, with a rise of 10.02% and a trading volume of 323,600 shares, amounting to a transaction value of 355 million [1] - Baoming Technology (002992) closed at 59.06, up 9.35%, with a trading volume of 71,700 shares and a transaction value of 412 million [1] - Meidike (688079) closed at 13.69, increasing by 8.31%, with a trading volume of 154,500 shares and a transaction value of 207 million [1] - Hehui Optoelectronics (688538) closed at 2.92, up 8.15%, with a trading volume of 3,934,600 shares and a transaction value of 1.148 billion [1] - Tianshan Electronics (301379) closed at 31.98, rising by 6.81%, with a trading volume of 334,800 shares and a transaction value of 1.034 billion [1] - Qianzhao Optoelectronics (300102) closed at 12.80, up 5.09%, with a trading volume of 260,500 shares and a transaction value of 325 million [1] - Huichuangda (300909) closed at 34.44, increasing by 5.00%, with a trading volume of 86,300 shares and a transaction value of 293 million [1] - Xiangteng New Materials (001373) closed at 30.97, up 4.91%, with a trading volume of 21,500 shares and a transaction value of 65.524 million [1] - ST Hengjiu (002808) closed at 4.70, rising by 4.91%, with a trading volume of 65,500 shares and a transaction value of 30.521 million [1] - Sanan Optoelectronics (600703) closed at 15.64, up 4.83%, with a trading volume of 1,997,800 shares and a transaction value of 3.081 billion [1] Fund Flow - The optical and optoelectronic sector saw a net inflow of 88.102 million from main funds, while retail funds experienced a net inflow of 77.9 million [2] - However, there was a net outflow of 867 million from speculative funds [2]

Group 1 - The core point of the news is that Xiangteng New Materials (001373) has seen a significant increase in financing activities, with a net financing purchase of 275.74 million yuan on September 23, 2025, and a total financing balance of 4442.04 million yuan [1][2][3] - Over the past three trading days, the company has recorded a cumulative net purchase of 307.95 million yuan, indicating a positive trend in investor sentiment [1] - In the last 20 trading days, there have been 12 days with net financing purchases, suggesting sustained interest from investors [1] Group 2 - The financing balance on September 23, 2025, increased by 6.62% compared to the previous day, reflecting a growing confidence in the stock [2][3] - The financing balance has shown fluctuations, with a notable increase of 289.47 million yuan on September 17, 2025, followed by a decrease of 191.97 million yuan on September 18, 2025, before rebounding again [3] - The financing balance as a percentage of the circulating market value was 4.54% on September 23, 2025, indicating a healthy level of leverage in the stock [2]

Core Viewpoint - Xiang Teng New Materials (001373) indicated that its process protective film technology is primarily used in the front-end manufacturing process, and its application in foldable screen products depends on the product plans of downstream customers [1] Group 1 - The company responded to investor inquiries on September 18 regarding its technology [1] - The protective film technology is crucial for the manufacturing process [1] - The final application of this technology in foldable screens is contingent upon the decisions made by downstream clients [1]

Core Viewpoint - Xiang Teng New Materials (001373) has the processing capabilities for adhesive materials used in batteries but has not yet established mass production orders [1] Company Summary - The company confirmed its ability to process adhesive materials for battery applications during an interaction with investors on September 18 [1] - Currently, the company has not secured any mass production orders for these materials [1]

Core Viewpoint - Xiangteng New Materials (001373.SZ) has the processing capabilities for battery adhesive materials but has not yet established mass production orders [1] Company Summary - The company possesses relevant processing technology for battery adhesive materials [1] - Currently, there are no mass production orders in place [1]

Core Viewpoint - The company has confirmed that its OLED flexible screen protective film technology is primarily used in the front-end manufacturing process, and its application in foldable screen products depends on the product plans of downstream customers [2]. Group 1 - The company responded to an investor inquiry regarding the application of its protective film technology in foldable screens [2]. - The protective film technology is focused on the front-end manufacturing process [2]. - The final application in foldable screen products is contingent upon the decisions made by downstream customers [2].

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-09-17 | 001373 | 翔腾新材 | 28.02 | 9.68 | 271.33 | 招商证券股份有限 | 国金证券股份有限 | | | | | | | | 公司北京广渠路证 | 公司上海浦东新区 | | | | | | | | 券营业部 | 芳甸路证券营业部 | | 2025-09-17 | 001373 | 翔腾新材 | 28.02 | 9.68 | 271.33 | 招商证券股份有限 | 国金证券股份有限 | | | | | | | | 公司北京广渠路证 | 公司上海浦东新区 | | | | | | | | 券营业部 | 芳甸路证券营业部 | 9月17日，翔腾新材大宗交易成交19.36万股，成交额542.66万元，占当日总成交额的13.06%，成交价 28.02元，较市场收盘价31.54元折价11 ...

Group 1 - The company is currently in the substantive examination stage for its flexible screen patents [2] - An investor inquired about the progress of the company's flexible screen patents on the investor interaction platform [2] - The company responded to the inquiry on September 17, indicating the status of the patent application [2]

格隆汇9月17日丨翔腾新材(001373.SZ)在互动平台表示，公司产品可广泛应用于各类电子产品中，目前 暂未成为苹果供应商，公司会积极争取更多优质客户合作。 ...