格隆汇9月4日丨双星新材(002585.SZ)在投资者互动平台表示，公司持续推进复合集流体产品开发工 作，公司具体经营情况请关注公司公告。 ...

Core Viewpoint - The company has not yet engaged in the manufacturing of electronic yarn for PCB applications, focusing instead on optical display, new energy, and consumer electronics sectors [1] Group 1: Company Focus - The company is currently concentrating its technology and products on optical display, new energy, and consumer electronics [1] - The company aims to continuously expand the breadth and depth of material applications [1] Group 2: Future Outlook - The company will keep an eye on market development trends and actively leverage its technological and industrial foundation to layout in emerging fields [1]

格隆汇9月4日丨双星新材(002585.SZ)在投资者互动平台表示，公司新研发的载体铜箔产品在技术研发 与应用层面取得重要突破，其性能与品质已能够满足客户当前在触控用柔性线路板方面的使用要求。 ...

证券之星消息，双星新材(002585)09月03日在投资者关系平台上答复投资者关心的问题。 双星新材回复：您好，公司2023年起出现亏损主要受以下具体因素影响：首先，受行业产能释放、竞争 加剧、供需变化及出口贸易政策等多重因素影响，产品销售价格波动较大；其次，公司新项目投产，固 定摊销成本增加；此外，全球经济复苏疲软、世界经济波动下行，国内经济下行压力进一步加大，市场 多方不确定性因素增多，导致市场信心不足，市场份额的竞争愈发激烈，聚酯膜行业俨然进入深度调整 期，整体行业总体呈现"供给强于需求、价格同比下降、利润明显下滑、企业亏损面扩大"的运行态势。 市场需求减弱亦是面临难题之一，受到全球经济放缓、消费者信心不足、终端需求被抑制以及行业产能 持续释放等因素的影响，市场需求呈现出明显的减弱趋势。再者由于受到产能与终端需求矛盾的持续冲 击，产品价格明显下滑并出现历时五年最低位水平，高性能差异化产品价格也被迫带跌，降低成本及优 化产品结构等措施短期内又难以立即见效，因此在产品价格持续下滑的情况下，公司盈利状况难以得到 有效改善。 针对上述问题，公司已采取或计划以下措施改善业绩：1）继续巩固现有产品的市场份额， 并密 ...

Core Insights - On September 1, 2023, brokerage firms provided target prices for listed companies, with significant increases noted for Zhuhai Gree, Anhui Energy, and Fulian Precision, showing target price increases of 54.55%, 42.86%, and 40.28% respectively, all within the battery and power sectors [1]. Group 1: Target Price Increases - Zhuhai Gree (688772) received a target price of 34.00 yuan, reflecting a 54.55% increase [2]. - Anhui Energy (000543) has a target price of 10.30 yuan, indicating a 42.86% increase [2]. - Fulian Precision (300432) was assigned a target price of 21.00 yuan, showing a 40.28% increase [2]. Group 2: Additional Companies with Notable Increases - Double Star New Materials (002585) has a target price of 7.80 yuan, with a 39.78% increase [3]. - Zhonglun New Materials (301565) received a target price of 33.00 yuan, reflecting a 38.36% increase [3]. - Jack Shares (603337) has a target price of 66.00 yuan, indicating a 37.47% increase [3]. Group 3: Brokerage Recommendations - A total of 39 listed companies received brokerage recommendations on September 1, 2023, with Double Star New Materials, China National Freight, and Postal Savings Bank each receiving one recommendation [3]. - Zhonglun New Materials was given a "Buy" rating in its first coverage by Citic Securities [3].

abc 2025 年 08 月 28 日 Global Research 快评 双星新材 Q225业绩符合业绩预告；行业产能依然过剩 问：相对于预期，业绩表现如何？ H125营收为26.26亿元，同比下滑7%，毛利率回升至1%。然而，公司依然 亏损，净亏损1.49亿元，落在业绩预告的低端。2季度营收环比下滑10%， 净亏损扩大到1.07亿元，较1季度翻一倍多。这导致2季度毛利率/净利率 为-1.5%/-8.6%，而1季度分别是+3.9%/-3.1%。 问：业绩中最值得关注的是什么？ 问：公司的展望/预测是否发生了变化？ 公司未提供指引。 估值：维持买入评级，目标价7.30元不变 该股股价对应19x 2026E PE以及0.7倍PB。 | 股票 | | | --- | --- | | 中国 | | | 特殊化工 | | | 12个月评级 | 买入 | | 12个月目标价 | Rmb7.30 | | 股价 (2025年8月27日) | Rmb5.67 | | RIC: 002585.SZ BBG: 002585 CS | | | 交易数据和主要指标 | | | 52周股价波动范围 | Rmb6.46-4.19 | ...

证券代码：002585 证券简称：双星新材 公告编号：2025-034 江苏双星彩塑新材料股份有限公司 2025 年第二次临时股东会决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 一、重要提示 1、本次股东会未出现否决议案的情形。 2、本次股东会以现场投票与网络投票相结合的方式召开。 二、会议召开和召集情况 1、会议召开时间： （1）现场会议召开时间为：2025年8月28日（星期四）下午15:00 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时间为 2025年8月28日上午9:15—9:25、9:30—11:30，下午13:00-15:00；通过深圳证券交 易所互联网投票系统进行网络投票的具体时间为2025年8月28日上午9:15至下午 15:00期间的任意时间。 2、会议地点：江苏省宿迁市双星大道 88 号公司办公楼五楼会议室 3、会议召集人：公司董事会 4、会议主持人：公司董事长吴培服先生 三、会议出席情况 参加本次股东会的股东及股东授权代表共365名，代表股份472,466,179股，占公 司股份总数的41.176%。 1、 ...

双星新材法律意见书 上海精诚磐明律师事务所 关于江苏双星彩塑新材料股份有限公司 2025 年第二次临时股东会的法律意见书 致：江苏双星彩塑新材料股份有限公司 上海精诚磐明律师事务所经江苏双星彩塑新材料股份有限公司（以下简称"公 司"）聘请，委派王春杰律师、杨爱东律师（以下简称"本所律师"）出席公司2025 年第二次临时股东会（以下简称"本次股东会"），并根据《中华人民共和国公司法》 （以下简称"《公司法》"）、《上市公司股东会规则》（以下简称"《股东会规则》"）、 《深圳证券交易所上市公司股东大会网络投票实施细则》（以下简称"《网络投票实 施细则》"）等现行法律、法规、规范性文件和《江苏双星彩塑新材料股份有限公司 章程》（以下简称"《公司章程》"），就本次股东会的召集、召开程序、出席会议 人员的资格、召集人资格和表决程序、表决结果出具法律意见书。 为出具本法律意见书，本所律师审查了公司本次股东会的有关文件和材料，并对 有关问题进行了必要的核查和验证。对参加会议的股东和股东代表的身份和资格进行 了核查，见证了本次股东会的召开。 本法律意见书仅供公司本次股东会相关事项的合法性之目的使用，不得用作任何 其他目的。本 ...

Market Performance - The plastic sector increased by 1.55% compared to the previous trading day, with Shangwei New Materials leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Top Gainers in Plastic Sector - Shangwei New Materials (688585) closed at 87.61, up 10.79% with a trading volume of 206,700 shares and a transaction value of 1.732 billion [1] - Dongcai Technology (601208) closed at 19.40, up 9.98% with a trading volume of 1,260,700 shares and a transaction value of 2.374 billion [1] - Wankai New Materials (301216) closed at 17.32, up 5.61% with a trading volume of 261,900 shares and a transaction value of 444 million [1] Market Capital Flow - The plastic sector experienced a net outflow of 685 million from institutional investors, while retail investors saw a net inflow of 563 million [2] - The overall market showed a mixed trend with significant movements in individual stocks, indicating varied investor sentiment [2] Individual Stock Capital Flow - Dongcai Technology had a net inflow of 306 million from institutional investors, but a net outflow of 15.4 million from retail investors [3] - Shangwei New Materials saw a net inflow of 46.74 million from institutional investors, with retail investors experiencing a net outflow of 31.81 million [3] - Anli Co. (300218) had a net inflow of 11.4 million from institutional investors, while retail investors faced a net outflow of 81.15 million [3]

Core Viewpoint - The company reported a narrowed loss in the first half of 2025, with revenue of 2.626 billion yuan and a net profit attributable to shareholders of -149 million yuan, indicating operational challenges due to price fluctuations and weak downstream demand [1] Group 1: Financial Performance - In the first half of 2025, the company achieved a revenue of 2.626 billion yuan and a net profit of -149 million yuan, showing an improvement in losses compared to the same period last year [1] - The company's performance was impacted by cyclical fluctuations in product sales prices and the transition of new projects to solid status [1] Group 2: Business Growth and Market Position - The MLCC release film business saw significant growth, with sales volume increasing by 118.6% and sales revenue rising by 144.4% year-on-year in the first half of 2025 [2] - The company successfully broke into the market with its high-smooth release film, replacing imports and achieving stable supply to major domestic clients [2] - The MLCC release film project is progressing steadily, with a planned capacity of 500 million square meters to be completed within the year, and an overall project scale expected to reach 2 billion square meters [2] Group 3: Industry Trends and Policy Impact - The domestic "anti-involution" policy is expected to improve the BOPET industry outlook, alleviating supply-demand imbalances and price pressures [3] - The policy aims to promote self-discipline in the industry and accelerate the upgrade of domestic manufacturers towards high-end and specialized products [3] Group 4: Research and Development - The company invested 106 million yuan in R&D in the first half of 2025, focusing on quality improvement, product variety, and structural adjustment, resulting in 39 new patent applications and 15 patents granted [3] - The company was recognized in the "Top 100 Science and Technology Enterprises in China's Light Industry" list due to its R&D efforts and patent achievements [3] Group 5: Product Diversification - The company made significant progress in the carrier copper foil sector, receiving initial customer recognition and preparing for a second procurement contract [4] - The company has established a diverse product range, with over 60 series, 100 types, and more than 500 specifications across five major fields [4] - The company is well-positioned to capitalize on industry opportunities arising from the "anti-involution" policy and ongoing technological innovations [4]