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 key 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]

南财智讯12月25日电，普利特在投资者关系活动中表示，公司LCP薄膜全系列产品已达到可量产状态， 应用于毫米波频段手机、脑机接口等领域。目前，公司已完成与国内某电子通信头部客户的验证工作， 预计近期实现批量化交付；在脑机接口领域，已与海外客户共同开展应用开发与验证，并进入临床试验 阶段，进展顺利。同时，公司LCP纤维布正与下游头部客户合作开发用于6G基站和AI服务器PCB硬板， 具备低介电常数和损耗优势。此外，公司LCP纤维已于2025年4月进入国内头部客户低轨卫星供应链， 应用于卫星柔性太阳翼核心层，单星价值约5000元，有望受益于商业航天快速发展带来的订单增长。 ...

2、公司 LCP 业务进展情况和未来发展规划？ 公司 LCP 产品主要应用于以高频高速信号传输为核心的通信和信 号信息传输等产业中，公司的 LCP 薄膜全系列产品目前均已达到可量 产状态，可应用于毫米波频段手机、脑机接口等领域。目前在通信领 域，公司与电子通信行业国内某家知名头部客户验证已完成，预计近 期将实现批量化交付；在脑机接口领域，公司已与海外客户关于公司 LCP 薄膜在脑机接口领域的应用进行了共同开发以及验证工作，目前 正在进行临床试验工作，进展顺利。国内相关行业客户目前也正在对 接中。 LCP 电子纤维布拥有非常低的介电常数和介电损耗等优异性能， 可用于 6G 基站和 AI 服务器的 PCB 硬板中，公司正在与下游某头部客 户进行高速服务器的 PCB 硬板验证开发工作，一旦 LCP 纤维布在该领 域中验证成功，将对下一代高速服务器的整体成本管控和产品性能上 将带来巨大的提升。 证券代码： 002324 证券简称：普利特 上海普利特复合材料股份有限公司投资者关系活动记录表 编号：2025-12-25 投资者关系活动 类别 □特定对象调研 ☑ 分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活 ...

Core Viewpoint - The stock of Prit (普利特) has shown significant growth, with a year-to-date increase of 55.15%, indicating strong market performance and investor interest in the company's shares [1]. Group 1: Stock Performance - As of December 25, Prit's stock price rose by 2.01% to 14.71 CNY per share, with a trading volume of 4.95 billion CNY and a turnover rate of 4.42% [1]. - The company experienced a net inflow of main funds amounting to 13.43 million CNY, with large orders contributing significantly to the buying activity [1]. - Over the past five trading days, the stock has increased by 18.34%, while it has seen a slight decline of 0.41% over the past 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Prit reported a revenue of 6.787 billion CNY, reflecting a year-on-year growth of 18.29%, and a net profit attributable to shareholders of 325 million CNY, which is a 55.42% increase compared to the previous year [2]. - The company has distributed a total of 680 million CNY in dividends since its A-share listing, with 183 million CNY distributed over the last three years [3]. Group 3: Company Overview - Prit, established on October 28, 1999, and listed on December 18, 2009, specializes in the research, production, and sales 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 batteries (15.42%), and other categories [1].

证券之星消息，12月24日塑料板块较上一交易日上涨2.34%，瑞华泰领涨。当日上证指数报收于 3940.95，上涨0.53%。深证成指报收于13486.42，上涨0.88%。塑料板块个股涨跌见下表： 从资金流向上来看，当日塑料板块主力资金净流出9.38亿元，游资资金净流入6344.66万元，散户资金净 流入8.75亿元。塑料板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002324 | 普利特 | 9554.45万 | 23.67% | -2576.43万 | -6.38% | -6978.02万 | -17.29% | | 002632 道明光学 | | 7983.76万 | 9.33% | 4389.49万 | 5.13% | -1.24亿 | -14.46% | | 605589 圣泉集团 | | 6337.40万 | 5.97% | -3903.42万 | -3.68% | -24 ...

Core Viewpoint - The A-share market shows positive momentum with the Shanghai Composite Index closing at 3940.95 points, above the six-month moving average, reflecting a gain of 0.53% [1] Group 1: Market Performance - The total trading volume of A-shares reached 1,897.242 billion yuan today [1] - A total of 193 A-shares have surpassed the six-month moving average, indicating strong market interest [1] Group 2: Individual Stock Performance - The stocks with the highest deviation rates from the six-month moving average include: - Xinjingang (300629) with a deviation rate of 10.73%, closing at 22.66 yuan after a 20.02% increase [2] - Puni Testing (300887) with a deviation rate of 10.50%, closing at 9.32 yuan after a 19.95% increase [2] - Pulit (002324) with a deviation rate of 9.18%, closing at 14.42 yuan after a 9.99% increase [2] - Other notable stocks with significant performance include: - Anhui Heli (600761) with a 9.98% increase and a deviation rate of 7.99% [2] - Wuzhou Special Paper (605007) also increased by 9.97% with a deviation rate of 7.99% [2] - Beijing Culture (000802) saw a 10.11% increase with a deviation rate of 7.39% [2]

Group 1: Aerospace and Defense Companies - Shenjian Co., Ltd. has seen a stock increase for five consecutive days, focusing on aerospace-related molds, metal parts, composite materials, and Beidou satellite navigation system terminal products [2] - Aerospace Engineering has experienced a stock rise for four days, being the only listed company under the Rocket Technology Research Institute of the Aerospace Science and Technology Corporation, specializing in gasification technology and key equipment [2] - Daye Co., Ltd. is investing in a joint venture that focuses on aerospace power systems and specialized pressure vessels, while also developing humanoid robot dexterous hands [2] - Zhongchao Holdings is a comprehensive cable supplier, providing high-temperature alloy precision castings for aerospace applications [2] - Boyun New Materials has developed carbon/carbon throat lining materials for the Kuaizhou series of commercial solid rockets, establishing itself as a core research base for solid rocket engine composite materials [2] Group 2: Satellite and Communication Technologies - Xinguang Yuda is engaged in information perception, satellite communication, and unmanned systems, reporting a net profit increase of 260% year-on-year in its third-quarter report [2] - Ruihua Tai has participated in multiple aerospace military projects, including the manned space station and launch vehicles, and is developing PI films to enhance the lifespan of satellites and spacecraft [3] - Guojiji Precision Engineering is a leading company in the aerospace bearing sector, having provided bearings for major projects like Chang'e and Long March rockets [3] - China Satellite is a leading domestic satellite manufacturer and a major provider for the Beidou system [3] Group 3: Emerging Technologies and Innovations - Jun Da Co., Ltd. has formed a strategic partnership with Shangyi Optoelectronics to explore the application of perovskite battery technology in space energy [3] - Tian Tong Co., Ltd. showcased its commercial satellite digital batch electrical assembly technology at a national conference, contributing to the supply chain of the aerospace information industry [6] - Yingli Automotive focuses on lightweight automotive components, including dashboard frames and EV battery housings, leveraging its Taiwanese background [5] Group 4: Investment and Expansion Plans - Jiufeng Energy is expanding its special fuel and gas supply project at the Hainan commercial space launch site, with an estimated total investment of approximately 300 million yuan [2] - Nanjing Panda's new satellite communication terminal project includes both hardware and software, supporting satellite communication between terminals [3] - The company has signed a strategic cooperation agreement with Galaxy Aerospace to enter the commercial aerospace sector [6]

12月24日，商业航天板块低开高走，午后持续爆发。截至发稿，板块内大面积涨停，新劲刚、有研粉 材、超捷股份、新雷能20%涨停；此外，瑞华泰、谱尼测试、 九鼎新材、天通股份、中超控股、创元 科技、神剑股份等近20股涨停。 | 代码 | 名称 | 涨幅%v | 现价 | | --- | --- | --- | --- | | 920068 | 天工股份 | +20.82% | 21.70 | | 300629 | 新劲刚 | +20.02% | 22.66 | | 688456 | 有研粉材 | +20.00% | 64.14 | | 301005 | 超捷股份 | +20.00% | 112.44 | | 300593 | 新雷能 | +20.00% | 30.24 | | 688323 | 瑞华泰 | +19.98% | 23.24 | | 300887 | 谱尼测试 | +19.95% | 9.32 | | 300159 | *ST新研 | +18.40% | 3.41 | | 300136 | 信维通信 | +18.54% | 44.95 | | 300342 | 天银机电 | +13.02% | 29. ...

Core Viewpoint - The commercial aerospace sector experienced a significant rally on December 24, with many stocks reaching their daily limit up, indicating strong investor interest and market momentum [1]. Group 1: Stock Performance - New Jingang (新劲刚) and Youyan Powder Materials (有研粉材) both achieved a 20% increase, while Superjet Co. (超捷股份) and New Ray Energy (新雷能) also hit the 20% limit up [1]. - Other notable stocks that reached their limit up include Ruihua Tai (瑞华泰), Puni Testing (谱尼测试), Jiuding New Materials (九鼎新材), Tiantong Co. (天通股份), and Zhongchao Holdings (中超控股), among nearly 20 stocks [1]. - The top performers included: - Tiangong Co. (天工股份) with a +20.82% increase, priced at 21.70 [2] - New Jingang (新劲刚) with a +20.02% increase, priced at 22.66 [2] - Youyan Powder Materials (有研粉材) with a +20.00% increase, priced at 64.14 [2] - Superjet Co. (超捷股份) with a +20.00% increase, priced at 112.44 [2] - New Ray Energy (新雷能) with a +20.00% increase, priced at 30.24 [2] Group 2: Additional Stock Highlights - Other stocks with notable increases included: - Ruihua Tai (瑞华泰) at +19.98%, priced at 23.24 [2] - Puni Testing (谱尼测试) at +19.95%, priced at 9.32 [2] - ST Xinyan (新研) at +18.40%, priced at 3.41 [2] - Xinwei Communication (信维通信) at +18.54%, priced at 44.95 [2] - Tianyin Electromechanical (天银机电) at +13.02%, priced at 29.68 [2] - Additional stocks that saw increases included: - Feiwo Technology (飞沃科技) at +12.07%, priced at 119.70 [2] - Huo Laiwo (霍莱沃) at +10.40%, priced at 54.03 [3] - Tiantong Co. (天通股份) at +10.04%, priced at 13.04 [3] - Zhongchao Holdings (中超控股) at +10.02%, priced at 5.49 [3] - Chuangyuan Technology (创元科技) at +10.01%, priced at 15.16 [3]

Group 1 - The commercial aerospace sector in A-shares remains hot, with 11 stocks hitting the daily limit up, and the leading stock, Shenjian Co., has gained over 60% in five trading days [1] - The commercial aerospace sector index has increased by over 20% in the last 24 trading days, indicating strong market performance [2] - Recent policy support, including the National Space Administration's action plan for commercial aerospace development and the establishment of a dedicated department, marks a shift from exploration to ecosystem building in China's commercial aerospace industry [2] Group 2 - Technological breakthroughs, such as reusable rocket technology and the successful launch of the Zhuque-3 rocket, are accelerating market growth and reducing launch costs [2] - Companies are actively disclosing their business collaborations in commercial aerospace, with Newray Energy indicating its power products are already in use for low-orbit satellites [3] - The collaboration of technology, capital, and policy is driving the industry's growth, although there are high technical barriers and long investment return cycles that may lead to speculative behaviors among some companies [3]