（记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：公司与镇海炼化等公司合作研发的替代进口的高端电 容膜原材料项目有产品投产了吗？ 大东南（002263.SZ）11月19日在投资者互动平台表示，公司子公司宁波万象与镇海炼化等合作研发的 替代进口的高端电容膜原材料项目产品尚未投产，需进一步提升原材料品质。 ...

Core Viewpoint - The company has indicated that the patent CN117511053B related to innovative materials is currently experimental and cannot meet industrialization requirements [1] Group 1 - An investor inquired about the practical applicability and performance improvements of the patent [1] - The company confirmed that the product associated with the patent is not yet available for mass production [1] - The company emphasized that the patent is still in an experimental stage and lacks practical utility at this time [1]

Core Viewpoint - The new production line of Ningbo company is being installed smoothly, and there are currently no changes to the production timeline [1] Company Updates - Dazhongnan (002263.SZ) confirmed on the investor interaction platform that the installation of the new production line at its subsidiary Ningbo Wanxiang is progressing well [1] - The company stated that the production start date has not changed at this time [1]

Core Viewpoint - Dazhongnan's stock price has shown a significant increase of 54.44% year-to-date, despite a recent decline of 2.05% on November 17, indicating volatility in the market [1][2]. Company Overview - Zhejiang Dazhongnan Co., Ltd. was established on June 8, 2000, and listed on July 28, 2008. The company specializes in the research, production, and sales of plastic films and new materials [1]. - The main revenue composition includes BOPP (capacitor film) at 33.84%, BOPET film at 33.43%, optical film at 19.62%, and other products at 6.74%, with CPP film contributing 6.36% [1]. Financial Performance - For the period from January to September 2025, Dazhongnan reported operating revenue of 939 million yuan, a decrease of 3.83% year-on-year, while net profit attributable to shareholders increased by 158.98% to 12.06 million yuan [2]. - The company has distributed a total of 172 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Shareholder Information - As of November 10, 2025, the number of shareholders is 121,200, a decrease of 2.76% from the previous period, with an average of 15,495 circulating shares per person, an increase of 2.84% [2]. - Hong Kong Central Clearing Limited is the second-largest circulating shareholder, holding 14.65 million shares as a new shareholder [3]. Market Activity - On November 17, Dazhongnan's stock traded at 3.83 yuan per share, with a total market capitalization of 7.194 billion yuan. The trading volume was 132 million yuan, with a turnover rate of 1.83% [1]. - The stock has appeared on the "Dragon and Tiger List" eight times this year, with the most recent appearance on July 11, where it recorded a net buy of -13.87 million yuan [1].

Core Viewpoint - The stock of Zhejiang Dazhongnan Co., Ltd. has experienced fluctuations, with a year-to-date increase of 54.44%, while facing a recent decline of 2.05% on November 12, 2023 [1] Company Overview - Zhejiang Dazhongnan Co., Ltd. was established on June 8, 2000, and listed on July 28, 2008. The company specializes in the research, production, and sales of plastic films and new materials [1] - The main business revenue composition includes: BOPP (capacitor film) 33.84%, BOPET film 33.43%, optical film 19.62%, others 6.74%, and CPP film 6.36% [1] Financial Performance - For the period from January to September 2025, the company achieved operating revenue of 939 million yuan, a year-on-year decrease of 3.83%. However, the net profit attributable to the parent company was 12.06 million yuan, showing a significant year-on-year increase of 158.98% [2] - Cumulative cash dividends since the A-share listing amount to 172 million yuan, with no dividends distributed in the past three years [3] Shareholder Information - As of October 31, 2023, the number of shareholders is 124,700, a decrease of 2.16% from the previous period, with an average of 15,067 circulating shares per person, an increase of 2.21% [2] - As of September 30, 2025, Hong Kong Central Clearing Limited is the second-largest circulating shareholder, holding 14.65 million shares as a new shareholder [3] Market Activity - On November 12, 2023, the stock price was 3.83 yuan per share, with a trading volume of 58.27 million yuan and a turnover rate of 0.80%. The total market capitalization is 7.194 billion yuan [1] - The stock has appeared on the "Dragon and Tiger List" eight times this year, with the most recent appearance on July 11, 2023, where the net buying was -13.87 million yuan [1]

Core Viewpoint - Dazhong Southeast (002263) reported that as of October 31, 2025, the number of shareholders is 124,664 according to data provided by China Securities Depository and Clearing Corporation Limited [1] Summary by Category - **Company Information** - Dazhong Southeast has a total of 124,664 shareholders as of the specified date [1]

Group 1 - The company, Dazhongnan (002263.SZ), confirmed its involvement as a materials supplier for capacitor customers in the construction of the Zhejiang UHVDC project [2] - The specific application areas and customer situations depend on downstream enterprises [2] Group 2 - The inquiry was made by an investor on an interactive platform regarding the company's participation in the flexible direct current solution of the Zhejiang UHVDC project [2][3]

Group 1 - The core business of the company is focused on various types of films and new material products [1] - The company has not yet developed the technology for PSU plastic [1]

Core Viewpoint - Dazhongnan (002263.SZ) has stated on its interactive platform that the company is currently not involved in the PI film sector [1] Group 1 - The company has clarified its position regarding the PI film market, indicating no current engagement in this area [1]

Core Points - The company guarantees the authenticity, accuracy, and completeness of the quarterly report, with no false records or misleading statements [2][3] - The financial report for the third quarter has not been audited [16] Financial Data Summary - The company reported a net profit increase of 158.98% compared to the same period last year, attributed to an increase in the gross profit margin of main products [12] - Sales expenses increased by 46.73% year-on-year, mainly due to higher salaries for sales personnel and business entertainment expenses [9] - Other income rose by 59.04% year-on-year, primarily due to increased VAT deductions enjoyed by a subsidiary [9] - Credit impairment losses decreased by 82.17% compared to the previous year, indicating a reduction in bad debt provisions [10] - Operating income increased by 126.41% year-on-year, driven by compensation received and donated materials [10] - Operating expenses decreased by 85.93% compared to the previous year, reflecting lower compensation payments to shareholders [11] Balance Sheet Changes - Accounts receivable decreased by 52.04% compared to the beginning of the year, mainly due to the maturity of receivables [4] - Other receivables increased by 141.49%, attributed to temporary advances made during the period [5] - Prepayments increased by 61.87%, primarily due to higher advance payments for materials [6] - Other current assets rose by 47.46%, mainly due to an increase in VAT input tax to be deducted [7] - Long-term deferred expenses increased by 77.77%, reflecting maintenance costs for factory repairs [7] - Other non-current assets surged by 193.17%, mainly due to increased advance payments for equipment by a subsidiary [7] - Accounts payable decreased by 35.67%, primarily due to a reduction in payable material costs [8] - Other payables decreased by 57.16%, mainly due to a reduction in temporary receipts [8] Corporate Governance Changes - The company held meetings to elect a new board of directors and adjusted its governance structure, eliminating the supervisory board [14] - A new board of directors was formed, consisting of a worker representative director and other directors, with a term of three years [14]