证券代码：002217 证券简称：合力泰 公告编号：2025-068 合力泰科技股份有限公司 关于公司董事离任暨选举职工董事的公告 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、误导性陈述和重大遗漏。 一、董事离任情况 合力泰科技股份有限公司（以下简称"公司"）董事会于近日收到公司董事 陈琴琴女士的书面辞职报告，因公司治理结构调整，陈琴琴女士申请辞去本公司 第七届董事会董事、战略委员会委员职务，辞职后不再担任公司任何职务。陈琴 琴女士原定任期至第七届董事会届满之日止。截至本公告披露日，陈琴琴女士未 持有公司股份，不存在应履行而未履行的承诺事项。 根据《公司法》《公司章程》等有关规定，陈琴琴女士的辞职报告自送达董 事会之日起生效。陈琴琴女士的辞职不会导致公司董事会成员低于法定人数，不 会影响公司董事会和公司经营正常运作。陈琴琴女士在任职期间恪尽职守，勤勉 尽责，公司及董事会对其在任职期间为公司所作的贡献表示衷心感谢！ 廖述德先生当选公司职工董事后，公司第七届董事会中兼任公司高级管理人 员以及由职工代表担任的董事人数总计未超过公司董事总数的二分之一，符合相 关法律法规的要求。 第 1 页 ...

证券代码：002217 证券简称：合力泰 公告编号：2025-066 合力泰科技股份有限公司 1、审议通过《关于对外投资设立产业基金暨关联交易的议案》 为推动公司长远发展，挖掘产业链上下游的优质项目，及时把握市场化的投 资机会，董事会同意公司以自有资金 5,000 万元人民币，与福建省电子信息产业 股权投资管理有限公司、福建星网锐捷通讯股份有限公司、福建省金投金鹏创业 投资基金合伙企业（有限合伙）、福州市创业投资有限责任公司共同出资设立福 建福金信科创业投资合伙企业（有限合伙）（暂定名，最终以工商登记为准）。 该基金致力于投资半导体、人工智能、新一代信息技术、新型显示、新材料等行 业及其上下游领域内契合新质生产力范畴的优质创业投资类项目和具有潜在并 购价值的优质项目，基金总规模为 3 亿元，基金管理人为福建省电子信息产业股 权投资管理有限公司。 第七届董事会第二十七次会议决议公告 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、误导性陈述和重大遗漏。 一、董事会会议召开情况 2025 年 12 月 1 日，合力泰科技股份有限公司（以下简称"公司"）第七届 董事会第二十七次会议以通讯表决 ...

截至发稿，合力泰市值为239亿元。 每经头条（nbdtoutiao）——5年期大面积下线，3年期利率低至1.5%仍一单难求：要么"售罄"要么"额度 紧张"！中长期大额存单为何在消失？ （记者 曾健辉） 每经AI快讯，合力泰（SZ 002217，收盘价：3.19元）12月1日晚间发布公告称，公司第七届第二十七次 董事会会议于2025年12月1日以通讯表决的方式召开。会议审议了《关于调整董事会专门委员会成员的 议案》等文件。 2025年1至6月份，合力泰的营业收入构成为：电子行业占比100.0%。 ...

Core Insights - The electronic paper industry is experiencing significant growth, transitioning from niche applications to becoming a core component in IoT display terminals, driven by increasing demand in retail and other sectors [1][2] - The A-share electronic paper index saw a daily increase of 3.36% on November 25, and a year-to-date increase of 56.58% as of November 28 [1] - Major manufacturers are consolidating their market positions, with the top five companies expected to hold approximately 86% of the global market share by 2024 [2][8] Industry Trends - The "dual carbon" goals in China are providing implicit support for low-power electronic products, creating long-term certainty for electronic paper companies [2] - The demand for electronic price tags and other applications is accelerating, with the industry entering a phase of synchronized acceleration in technology, market, and application [2][7] - The electronic paper technology has advanced with breakthroughs in color and flexibility, expanding applications from black-and-white static displays to full-color dynamic displays [5][6] Market Dynamics - The global electronic paper market is projected to exceed $14.2 billion, with significant growth expected in the e-book segment, which is anticipated to reach 18.8 million units by 2025 [8][9] - The domestic electronic paper industry has formed a complete layout, with strong downstream demand driving the expansion of upstream materials and midstream module production capacity [7] - The industry is characterized by a high growth rate and low base, with a compound annual growth rate of over 20% expected for global electronic paper terminals [9][10] Competitive Landscape - Major players in the electronic paper market include E Ink Holdings, HeLiTai, and Yasi Optoelectronics, with E Ink holding over 90% of the electronic ink film market [5][6] - The domestic market is seeing increased competition, with companies like Hanwang Technology and others capturing significant market shares [6][7] - The industry is facing challenges in scaling up production and reducing costs, particularly in high-end color electronic paper, which still relies on imported core materials [10]

Core Insights - The article highlights a continued recovery in the consumer electronics market during Q3 2025, with overall positive performance from listed companies in the touch display sector [2]. Group 1: Global Shipment Trends - The report provides an analysis of global shipment trends for smartphones and laptops from Q1 2023 to Q3 2025, indicating a general upward trajectory in demand for these devices [3]. Group 2: Revenue and Profit Comparison - A comparative analysis of revenue and operating profit for listed companies in the touch display industry during Q3 2025 is presented, showcasing overall growth in financial performance [3]. Group 3: Company-Specific Trends - Longxin Technology's revenue and operating profit trends, along with its main business composition, are detailed, reflecting its market position [3]. - Lianchuang Electronics' revenue and operating profit trends, as well as its main business structure, are analyzed, indicating its performance in the sector [3]. - Yicheng Optoelectronics' revenue and operating profit trends, along with its main business composition, are discussed, highlighting its operational efficiency [3]. - Chanhong Technology's revenue and operating profit trends, as well as its main business structure, are examined, showing its growth trajectory [3]. - Laibo Gaoke's revenue and operating profit trends, along with its main business composition, are presented, indicating its market competitiveness [3]. - Landai Technology's revenue and operating profit trends, as well as its main business structure, are analyzed, reflecting its performance in the industry [3]. - Lens Technology's revenue and operating profit trends, along with its main business composition, are discussed, showcasing its operational success [3]. - Xinhai Optoelectronics' revenue and operating profit trends, as well as its main business structure, are examined, indicating its market standing [3]. - Helitai's revenue and operating profit trends, along with its main business composition, are presented, reflecting its growth in the sector [3]. - Star Technology's revenue and operating profit trends, as well as its main business structure, are analyzed, highlighting its performance in the market [3].

Market Overview - The optical and optoelectronic sector experienced a decline of 0.96% on November 14, with Aolaide leading the drop [1] - The Shanghai Composite Index closed at 3990.49, down 0.97%, while the Shenzhen Component Index closed at 13216.03, down 1.93% [1] Stock Performance - Notable gainers in the optical and optoelectronic sector included: - Huaying Technology (Code: 000536) with a closing price of 5.31, up 9.94% and a trading volume of 1.2575 million shares, totaling 661 million yuan [1] - Heli Tai (Code: 002217) closed at 3.33, up 3.10% with a trading volume of 3.1467 million shares, totaling 105.5 million yuan [1] - Major decliners included: - Aolaide (Code: 688378) closed at 25.48, down 10.66% with a trading volume of 135.6 thousand shares, totaling 360 million yuan [2] - Wanrun Technology (Code: 002654) closed at 15.51, down 9.67% with a trading volume of 1.3589 million shares, totaling 2.159 billion yuan [2] Capital Flow - The optical and optoelectronic sector saw a net outflow of 645 million yuan from institutional investors, while retail investors contributed a net inflow of 625 million yuan [2] - The detailed capital flow for selected stocks showed: - Huaying Technology had a net inflow of 433 million yuan from institutional investors, while retail investors had a net outflow of 229 million yuan [3] - Heli Tai experienced a net inflow of 103 million yuan from institutional investors, with retail investors seeing a net outflow of 72.73 million yuan [3]

Core Insights - The optical and optoelectronic sector saw a slight increase of 0.34% on November 13, with Tianshan Electronics leading the gains [1] - The Shanghai Composite Index closed at 4029.5, up 0.73%, while the Shenzhen Component Index closed at 13476.52, up 1.78% [1] Stock Performance - Tianshan Electronics (301379) closed at 29.65, with an increase of 8.01% and a trading volume of 193,400 shares, amounting to 568 million yuan [1] - Other notable gainers included: - Gobi Jia (920438) at 41.20, up 4.99% [1] - Mulinsen (002745) at 9.33, up 4.71% [1] - Changyang Technology (6628899) at 19.38, up 4.42% [1] - Conversely, the following stocks experienced declines: - Visionox (002387) at 9.66, down 4.36% [2] - Qianzhao Optoelectronics (300102) at 14.22, down 4.05% [2] - ST Yushun (002289) at 35.80, down 2.27% [2] Capital Flow - The optical and optoelectronic sector experienced a net outflow of 343 million yuan from institutional investors, while retail investors saw a net inflow of 324 million yuan [2] - Notable capital flows included: - Tianshan Electronics had a net outflow of 58.29 million yuan from institutional investors [3] - Mulinsen saw a net inflow of 37.24 million yuan from institutional investors [3] - Aolaide (688378) had a net inflow of 35.93 million yuan from institutional investors [3]

Core Viewpoint - Heli Tai's stock price has shown a significant increase of 34.73% year-to-date, despite a recent decline of 2.42% over the last five trading days [1] Financial Performance - For the period from January to September 2025, Heli Tai achieved a revenue of 1.259 billion yuan, representing a year-on-year growth of 23.84% [2] - The net profit attributable to shareholders for the same period was 17.81 million yuan, marking a substantial year-on-year increase of 101.45% [2] Stock Market Activity - As of November 13, Heli Tai's stock was trading at 3.22 yuan per share, with a total market capitalization of 24.084 billion yuan [1] - The stock has seen a net inflow of 6.5213 million yuan from main funds, with significant buying activity from large orders [1] Shareholder Information - As of September 30, 2025, Heli Tai had 230,100 shareholders, an increase of 107.40% from the previous period [2] - The average number of circulating shares per shareholder decreased by 51.78% to 24,683 shares [2] Dividend History - Heli Tai has distributed a total of 609 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]

Core Viewpoint - Heli Tai's stock price has experienced fluctuations, with a year-to-date increase of 33.05% but a recent decline of 7.02% over the past five trading days [1] Company Overview - Heli Tai Technology Co., Ltd. is located in Fuzhou, Fujian Province, and was established on April 30, 2003, with its stock listed on February 20, 2008 [2] - The company's main business includes the research, production, and sales of various modules such as full-screen modules, touch screen modules, LCD display modules, electronic paper modules, camera modules, fingerprint recognition modules, and wireless charging modules [2] - The revenue composition is as follows: electronic paper display products 86.62%, general display products 11.90%, other (supplementary) 0.80%, and optoelectronic sensing products 0.68% [2] - Heli Tai belongs to the electronic-optical optoelectronics-panel industry and is associated with concepts such as flexible electronics, Foxconn, consumer electronics, Huawei, and fingerprint recognition [2] Financial Performance - For the period from January to September 2025, Heli Tai achieved operating revenue of 1.259 billion yuan, representing a year-on-year growth of 23.84%, and a net profit attributable to shareholders of 17.81 million yuan, up 101.45% year-on-year [2] - The company has distributed a total of 609 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3] Shareholder Information - As of September 30, 2025, Heli Tai had 230,100 shareholders, an increase of 107.40% from the previous period, with an average of 24,683 circulating shares per person, a decrease of 51.78% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the seventh largest shareholder, holding 41.9191 million shares as a new shareholder [3]

Core Viewpoint - Heli Tai's stock price has shown significant growth this year, with a year-to-date increase of 37.24%, despite recent fluctuations in trading volume and net capital flow [1][2]. Group 1: Stock Performance - As of November 10, Heli Tai's stock price rose by 2.18% to 3.28 CNY per share, with a trading volume of 3.33 billion CNY and a turnover rate of 1.83% [1]. - The company has experienced a net capital outflow of 241.77 thousand CNY, with large orders accounting for 14.81% of total buy orders and 17.67% of total sell orders [1]. - Over the past 60 days, the stock price has increased by 32.26%, while it has remained flat over the last 5 trading days [1]. Group 2: Company Overview - Heli Tai Technology Co., Ltd. was established on April 30, 2003, and went public on February 20, 2008. The company specializes in various display modules and components, including full-screen modules, touch screen modules, and 5G-related materials [2]. - The company's revenue composition includes 86.62% from electronic paper display products, 11.90% from general display products, and 0.68% from optical sensing products [2]. - As of September 30, the number of shareholders increased to 230,100, with an average of 24,683 circulating shares per person, a decrease of 51.78% from the previous period [2]. Group 3: Financial Performance - For the first nine months of 2025, Heli Tai reported a revenue of 1.259 billion CNY, reflecting a year-on-year growth of 23.84%, and a net profit attributable to shareholders of 17.81 million CNY, up 101.45% year-on-year [2]. - The company has distributed a total of 609 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. - As of September 30, 2025, Hong Kong Central Clearing Limited emerged as a new major shareholder, holding 41.919 million shares [3].