格隆汇12月29日｜A股市场脑机接口板块集体走强，其中，翔宇医疗涨超9%，三博脑科、美好医疗、 麦澜德、创新医疗涨超6%，喜临门、普利特、博拓生物涨超5%。消息面上，12月28日，第五届脑科学 前沿与产业大会暨2025深圳脑机接口博览会启幕，"粤港澳大湾区脑科学与中枢神经疾病AI创新联盟"正 式启动。 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300699 | 光威复材 | | 12.02 | 325亿 | 14.57 | | 002471 | 中超控股 | 1 | 10.06 | 94.31 乙 | 152.38 | | 603017 | 中衡设计 | | 10.04 | 32.09亿 | 47.49 | | 603278 | 大业股份 | 设 | 10.00 | 48.12 乙 | 85.51 | | 688066 | 航天宏图 | 长 | 9.75 | 85.25 Z | 59.95 | | 688629 | 华丰科技 | 1 | 9.53 | 491亿 | 217.74 | | 688295 | 中复神鹰 | 1 | 8.95 | 307亿 | 71.00 | | 603936 | 博敏电子 | 张 | 8.75 | 80.69亿 | 52.02 | | 002361 | 神剑股份 | 1 | 8.20 | 136亿 | 163.53 | | 002465 | 海格通信 | 1 | 7. ...

Core Viewpoint - The stock of Prit (Shanghai Prit Composite Materials Co., Ltd.) has shown significant growth, with a year-to-date increase of 64.65% and a recent surge of 22.72% over the last five trading days, indicating strong market interest and performance [1]. Company Overview - Shanghai Prit Composite Materials Co., Ltd. was established on October 28, 1999, and went public on December 18, 2009. The company specializes in the research, production, sales, and service of polymer new materials and their composites [1]. - The company's revenue composition includes: general modified materials (44.47%), engineering modified materials (17.05%), lithium iron phosphate lithium-ion batteries (15.42%), and other categories [1]. Financial Performance - For the period from January to September 2025, Prit achieved a revenue of 6.787 billion yuan, representing a year-on-year growth of 18.29%. The net profit attributable to shareholders was 325 million yuan, reflecting a significant increase of 55.42% [2]. - Since its A-share listing, Prit has distributed a total of 680 million yuan in dividends, with 183 million yuan distributed over the past three years [3]. Shareholder Information - As of October 10, 2025, Prit had 28,900 shareholders, a slight increase of 0.18% from the previous period. The average number of circulating shares per shareholder decreased by 0.18% to 26,831 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest, holding 18.5062 million shares, a decrease of 169,500 shares from the previous period [3].

此次量产具有重要行业意义，标志着普利特LCP薄膜产品首次在手机终端设备上实现规模化应用，打破了国外厂商在高端LCP薄膜应用领域的长期垄断， 为国内消费电子产业链自主可控提供了重要支撑，实现了国内手机终端LCP薄膜应用从0到1的突破。公告强调，这一成果将对未来6G/毫米波高频通讯网 络下的各类终端领域产生深远影响。 普利特表示，LCP薄膜产品规模化量产是公司在消费电子领域取得的里程碑式重大突破，将为公司开辟新的业绩增长点、创造更多市场机遇。未来，公司 将持续加大在LCP树脂、薄膜和纤维领域的研发投入，优化产品性能、拓展应用场景、提升市场份额，力争在脑机接口、AI服务器、具身智能、卫星通讯 等重要领域实现技术突破，为公司业绩增长注入强劲动力，同时助力国家战略性新兴产业落地。 12月26日，普利特发布自愿性信息披露公告，宣布公司LCP薄膜产品经过多年技术攻关与市场验证，已正式实现规模化量产，并开始为消费电子行业头部 客户的新一代手机终端软板天线大批量供货。 公告披露，普利特的LCP薄膜产品凭借超低介电性、高耐热、低吸水等优异性能，历经工艺摸索、批量化能力建设及与下游客户的联合开发验证，成功通 过消费电子行业头部客户 ...

特此公告。 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在虚假记载、误导性陈述或者重大遗 漏。 上海普利特复合材料股份有限公司（以下简称"公司"）的LCP薄膜产品经过多年艰苦卓绝的工艺摸索， 批量化能力的建设以及与下游客户的联合开发与验证，凭借其超低的介电性、高耐热、低吸水等优异的 性能表现，已成功获得消费电子行业头部客户的验证通过，充分证明了公司在该领域的技术实力和产品 竞争力。 近日，随着该客户高端新机型的正式发布，公司已开始为该客户的新一代消费电子手机终端的软板天线 中进行LCP薄膜产品的大批量供货。随着该客户上述产品市场销量的持续攀升，公司LCP薄膜产品的市 场需求也将随之显著增长。此次批量出货标志着公司LCP薄膜产品首次在手机终端设备上实现规模化应 用，打破了国外厂商在高端LCP薄膜应用领域的长期垄断，为国内消费电子产业链的自主可控贡献了重 要力量。此次量产实现了国内手机终端应用从0到1的突破，势必会对未来下一代6G/毫米波高频通讯网 络下的各个终端领域产生巨大的影响。 这一重要应用节点的达成，是公司在消费电子领域取得具有里程碑意义的重大突破，将为公司带来新的 业绩增长点和市场机遇。公司 ...

Group 1: Market Performance and Institutional Research - A total of 117 listed companies received institutional research from December 22 to December 26, with over 70% of these companies achieving positive returns [1] - Notable stock performances include Chaojie Co., Ltd. (301005) with a 41.6% increase, Guanglian Aviation (300900) up 32.44%, and Demingli (001309) rising 24.97% [1] - Popular research targets included Lingyi Technology (002600), which received over 100 institutional inquiries, while companies like Pulite (002324) and Guangdian Measurement (002967) were also highlighted with over 50 inquiries each [1] Group 2: Lingyi Technology Acquisition - Lingyi Technology announced a significant acquisition of a thermal management company, acquiring 35% of Dongguan Liminda Electronic Technology Co., Ltd. for 875 million yuan, resulting in a control of 52.78% voting rights [2] - The acquisition raised eyebrows due to a high valuation premium, with Liminda's audited equity valued at 71.27 million yuan, while the assessed value reached 2.51 billion yuan, indicating a premium rate exceeding 34 times [2] - Liminda's products include critical thermal management hardware for servers, and it is recognized as a liquid cooling supplier for NVIDIA [2] Group 3: Lingyi Technology's Strategic Goals - Institutions are particularly interested in whether Liminda's clients include major overseas companies like NVIDIA, Meta, and Google, as well as the strategic purpose behind the acquisition [3] - The acquisition aims to enhance Lingyi Technology's product matrix in the server segment and improve the business scale and profitability of its AI hardware server division [3] - Lingyi Technology has developed advanced thermal management products for enterprise-level servers, including GPU and CPU cooling solutions [3] Group 4: Pulite's Breakthroughs - Pulite received attention from 76 institutions, highlighting breakthroughs in modified materials, LCP (liquid crystal polymer), sodium-ion batteries, and humanoid robots [4] - The company's modified materials are applicable in humanoid robot components, and it is currently collaborating with leading clients in the humanoid robot industry [4] - Pulite's LCP fibers have entered the supply chain of a major domestic low-orbit satellite client, with significant growth expected in orders due to increasing demand for flexible solar wings [4] Group 5: Guangting Information's Strategic Positioning - Guangting Information engaged with 66 institutions, positioning itself as a "Digital Architect" in the automotive software industry, aiming to create an AI worker ecosystem [5] - The company is implementing a Super Software Workshop (SDW) model for human-machine collaborative development, which is expected to significantly enhance productivity [5] - Guangting Information's international strategy focuses on steady domestic growth while exporting intelligent automotive technology and providing services to foreign manufacturers [5]

Group 1 - Zhuolang Intelligent's subsidiary plans to increase capital by 900 million yuan to its wholly-owned subsidiary in Xinjiang [1] - Zhenhua Heavy Industry signed a contract worth 1.149 billion yuan with Guangzhou Salvage Bureau for a deep-water crane ship construction project [2] - Ugreen Technology intends to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance its global strategy [3] Group 2 - Guangsheng Nonferrous Metals will change its stock name to Zhongxi Rare Metals starting December 31, 2025 [4] - China Electric Research proposed a cash dividend of 2.5 yuan per 10 shares for the first three quarters of 2025 [5] - Chaoyan Co. is establishing a fund with professional investment institutions, aiming to raise 1 billion yuan [6] Group 3 - Silk Road Vision's subsidiary plans to sell 8.5% of Ruijun Technology for 52.7 million yuan [7] - Longgao Co.'s actual controller is transferring 4.37% of the investment development group's equity for 398 million yuan [8] - Weiteou signed a strategic cooperation agreement with Huaruixin Energy to develop new materials and applications [9][10] Group 4 - Annuoqi decided to terminate the investment in a 50,000-ton dye intermediate project due to market changes, with a total investment of 421 million yuan [12] - Akoli's subsidiary has entered trial production for a project with an annual capacity of 20,000 tons of polyether amine [13] - Ningbo Construction's subsidiary signed a construction contract worth 451 million yuan for a comprehensive utility tunnel project [14] Group 5 - Zhejiang Rongtai and Weichuang Electric plan to establish a joint venture in Thailand for R&D and production of mechatronic components [15] - Jiuzhoutong's subsidiary received a drug registration certificate for isopropazine injection [16] - Huaqin Technology's subsidiary signed a daily operation contract worth 392 million yuan [17] Group 6 - ST Meichen completed the sale of 100% equity in Hainan Meichen Ecological Development Co., Ltd. [18] - Pulite's LCP film products have begun mass production for a leading customer in the consumer electronics industry [19][20] - Nanjing Public Utility's major shareholder transferred 7.61% of the company's shares for 300 million yuan [21] Group 7 - Solar Energy terminated the investment in a 150 MW distributed photovoltaic project due to increased investment risks [22] - Yuntian Lifa won a 122 million yuan project for AI development in Longgang [23] - Changchun High-tech's subsidiary received acceptance for a clinical trial application for GenSci141 ointment [24] Group 8 - Changfei Optical Fiber's major shareholder completed a share reduction plan, selling 1.1 million shares for approximately 104.5 million yuan [25] - Sandam Membrane plans to apply for a comprehensive credit limit of up to 100 million yuan for 2026 [26] - Aisecurity received a government subsidy of 3.4611 million yuan [27] Group 9 - Stone Technology's H-share issuance has received approval from the China Securities Regulatory Commission [28] - Hongxing Development's subsidiary plans to suspend production to comply with national hazardous chemical relocation policies [29] - Guodian Nanzi's vice president and chief engineer resigned [30] Group 10 - Jianghe Group's subsidiary won a bid for a city renovation project in Haikou worth approximately 112 million yuan [31] - Gaotie Electric's subsidiary won a bid for a railway project worth 59.0317 million yuan [32] - Huicheng Co. plans to introduce a new partner to its major shareholder [33] Group 11 - Pumen Technology's folic acid testing kit received a medical device registration certificate [34] - Hai Xin Co.'s vitamin B6 injection passed the consistency evaluation for generic drugs [35] - Taiji Group's shareholder plans to merge with its subsidiary [36] Group 12 - Shengyi Electronics adjusted the maximum repurchase price to no more than 144.36 yuan per share [37]

Core Viewpoint - The company has achieved a significant milestone in the consumer electronics sector by successfully validating its LCP film products with leading clients, marking a breakthrough in domestic high-end LCP film applications and contributing to the self-sufficiency of the domestic consumer electronics supply chain [1][2] Group 1 - The company’s LCP film products have demonstrated excellent performance characteristics, including ultra-low dielectric properties, high heat resistance, and low water absorption, leading to successful validation by top clients in the consumer electronics industry [1] - The company has commenced mass supply of LCP film products for a new generation of consumer electronic mobile terminal soft board antennas, coinciding with the launch of a high-end model by a major client [1] - This mass shipment signifies the first large-scale application of LCP film products in mobile terminal devices, breaking the long-standing foreign monopoly in the high-end LCP film application field [1] Group 2 - The achievement represents a major breakthrough for the company in the consumer electronics field, expected to create new performance growth points and market opportunities [2] - The company plans to leverage this milestone to increase R&D investment in LCP resins, films, and fibers, continuously optimizing product performance and expanding application areas to enhance market share [2] - Future validation of related LCP products is anticipated to lead to technological breakthroughs in critical areas such as brain-computer interfaces, AI servers, embodied intelligence, and satellite communications, providing strong momentum for the company's performance growth [2]

普利特公告，公司LCP薄膜产品经过多年工艺摸索，批量化能力建设以及与下游客户的联合开发与验 证，已成功获得消费电子行业头部客户的验证通过。近日，随着该客户高端新机型的正式发布，公司已 开始为该客户的新一代消费电子手机终端的软板天线中进行LCP薄膜产品的大批量供货。 ...

证券代码：002324 证券简称：普利特 公告编号：2025-069 上海普利特复合材料股份有限公司 关于公司LCP薄膜产品正式规模化量产的自愿性信息披露公告 本项目的进展可能存在受不可抗力影响的风险，公司将根据法律、法规、规范性文 件的要求，跟踪有关事项进展，及时履行信息披露义务。敬请广大投资者注意投资风险。 特此公告。 上海普利特复合材料股份有限公司 董 事 会 2025年12月27日 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在虚假记载、误导性陈述或者 重大遗漏。 上海普利特复合材料股份有限公司（以下简称"公司"）的LCP薄膜产品经过多年 艰苦卓绝的工艺摸索，批量化能力的建设以及与下游客户的联合开发与验证，凭借其超 低的介电性、高耐热、低吸水等优异的性能表现，已成功获得消费电子行业头部客户的 验证通过，充分证明了公司在该领域的技术实力和产品竞争力。 近日，随着该客户高端新机型的正式发布，公司已开始为该客户的新一代消费电子 手机终端的软板天线中进行LCP薄膜产品的大批量供货。随着该客户上述产品市场销量 的持续攀升，公司LCP薄膜产品的市场需求也将随之显著增长。此次批量出货标志着公 司LCP薄 ...