Group 1 - Zhejiang Huizhilong Technology Co., Ltd. has been established with a registered capital of 15 million yuan [1] - The company's business scope includes sales of electronic products, 5G communication technology services, and sales of electronic components and electromechanical equipment [1] - The company is wholly owned by Plit [1]

Core Viewpoint - The stock of Prit (Shanghai Prit Composite Materials Co., Ltd.) has experienced fluctuations, with a current price of 13.95 CNY per share, reflecting a year-to-date increase of 47.14% and a recent decline in trading volume [1][2]. Company Overview - Shanghai Prit Composite Materials Co., Ltd. was established on October 28, 1999, and listed on December 18, 2009. The company specializes in the research, production, sales, and service of polymer new materials and their composites [1]. - The main revenue composition includes: general modified materials (44.47%), engineering modified materials (17.05%), lithium iron phosphate lithium-ion batteries (15.42%), and others [1]. Financial Performance - For the period from January to September 2025, Prit achieved an operating income of 6.787 billion CNY, representing a year-on-year growth of 18.29%. The net profit attributable to shareholders was 325 million CNY, marking a significant increase of 55.42% [2]. - Since its A-share listing, Prit has distributed a total of 680 million CNY in dividends, with 183 million CNY distributed over the past three years [3]. Shareholder Information - As of October 10, 2025, Prit had 28,900 shareholders, with an average of 26,831 circulating shares per person, showing a slight decrease [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, holding 18.5062 million shares, and Southern CSI 1000 ETF, holding 6.105 million shares, both of which have seen a reduction in their holdings [3]. Market Activity - On November 17, Prit's stock price fell by 2.04%, with a trading volume of approximately 94.81 million CNY and a turnover rate of 0.86%. The total market capitalization stands at 15.517 billion CNY [1]. - The stock has seen a recent net outflow of 14.71 million CNY in principal funds, with significant selling pressure observed [1].

Group 1 - The company is one of the earliest in China to develop and mass-produce LCP materials, which are now widely used in precision components such as cooling fans, structural parts, and connectors in AI servers, laptops, and smartphones [2] - The company has developed and collaborated with domestic and international smartphone manufacturers in the areas of connectors and FPC antenna soft boards, although the overall sales from these collaborations are relatively small compared to the company's automotive materials revenue [2]

Core Viewpoint - The company emphasizes the importance of materials in the robotics industry, particularly in applications such as lightweight, functional, and plastic alternatives to steel [1] Group 1: Company Products and Applications - The company's product offerings include modified PEEK, modified PPS, modified LCP, modified PA, and TPE materials [1] - These materials can be utilized in humanoid robots for components such as joints, bearings, gears, skeletal support parts, structural components, and skin [1] - The company is actively collaborating with relevant clients to develop and validate these applications, aiming to accelerate the use of its materials in the humanoid robotics sector [1]

Core Viewpoint - The company emphasizes the importance of materials in the robotics industry, particularly in applications that replace steel with plastics, lightweight solutions, and functional materials [1] Group 1: Material Applications - The company's products include modified PEEK, modified PPS, modified LCP, modified PA, and TPE, which can be used in humanoid robot components such as joints, bearings, gears, skeletal support parts, structural components, and skin [1] - The company is actively collaborating with relevant clients to develop and validate these applications, accelerating the use of its materials in the humanoid robotics sector [1]

格隆汇11月14日丨普利特(002324.SZ)在投资者互动平台表示，公司特种工程材料可应用于核电和特高 压产业领域。 ...

Group 1 - The company emphasizes the importance of materials in the robotics industry, focusing on applications such as lightweight, functionalization, and substituting steel with plastics [2] - The company's product offerings include modified PEEK, modified PPS, modified LCP, modified PA, and TPE, which can be utilized in humanoid robot components like joints, bearings, gears, skeletal support parts, structural components, and skin [2] - The company is actively collaborating with relevant clients to develop and validate the use of its materials in the humanoid robotics sector [2]

Core Viewpoint - The company is progressing well with the construction of its factory in Malaysia, which is set to begin operations in January 2025, and is expected to support growth in overseas orders and enhance delivery capabilities for international clients [1] Group 1 - The construction of the factory in Malaysia has reached the stage of equipment installation and key debugging, aligning with the expected timeline [1] - The production line for all-solid-state batteries is about to enter mass production, indicating a significant step forward in the company's manufacturing capabilities [1] - This factory will provide a solid foundation for the company's expansion in the European, American, and Southeast Asian markets, facilitating the delivery process for major international clients [1]

Market Overview - The plastic sector experienced a decline of 2.28% on November 12, with Shangwei New Materials leading the drop [1] - The Shanghai Composite Index closed at 4000.14, down 0.07%, while the Shenzhen Component Index closed at 13240.62, down 0.36% [1] Stock Performance - Notable gainers in the plastic sector included: - Zhonglun New Materials (301565) with a closing price of 29.49, up 10.91% and a trading volume of 213,200 shares, totaling 597 million yuan [1] - Ping An Electric (001359) closed at 50.17, up 6.05% with a trading volume of 44,000 shares, totaling 218 million yuan [1] - Pulit (002324) closed at 14.05, up 5.80% with a trading volume of 384,900 shares, totaling 528 million yuan [1] - Shangwei New Materials (688585) was the largest loser, closing at 115.99, down 10.91% with a trading volume of 136,700 shares, totaling 1.646 billion yuan [2] - Other significant decliners included: - Bofei Electric (001255) down 6.87% [2] - Daon Shares (002838) down 5.20% [2] Capital Flow - The plastic sector saw a net outflow of 873 million yuan from institutional investors, while retail investors contributed a net inflow of 609 million yuan [2] - The following stocks had notable capital flows: - Daon Shares (002768) had a net inflow of 41.36 million yuan from institutional investors [3] - Xiangyuan New Materials (300980) saw a net inflow of 39.01 million yuan from institutional investors [3] - Zhonglun New Materials (301565) had a net inflow of 32.63 million yuan from institutional investors [3]

Core Viewpoint - Prit's stock price has increased by 5.05% to 13.95 CNY per share, with a total market capitalization of 15.517 billion CNY, reflecting a cumulative increase of 4.73% over the past five days [1] Group 1: Company Overview - Shanghai Prit Composite Materials Co., Ltd. was established on October 28, 1999, and listed on December 18, 2009. The company specializes in the research, production, sales, and service of polymer new materials and their composites [1] - The revenue composition of Prit includes: general modified materials 44.47%, engineering modified materials 17.05%, lithium iron phosphate lithium-ion batteries 15.42%, others 13.35%, cylindrical lithium-ion batteries 9.36%, nickel-based batteries 0.34%, and polymer soft-pack lithium-ion batteries 0.03% [1] Group 2: Shareholder Information - Southern Fund's Southern CSI 1000 ETF (512100) is among the top ten circulating shareholders of Prit, having reduced its holdings by 76,600 shares in the third quarter, now holding 6.105 million shares, which is 0.79% of the circulating shares [2] - The Southern CSI 1000 ETF has achieved a return of 28.07% this year, ranking 1919 out of 4216 in its category [2] Group 3: Fund Performance - Southern Balanced Allocation Mixed Fund (202212) has reduced its holdings in Prit by 83,800 shares in the third quarter, now holding 505,900 shares, which constitutes 2.78% of the fund's net value [3] - The fund has recorded a return of 46.33% this year, ranking 1226 out of 8147 in its category [3]