（文章来源：证券日报） 证券日报网讯 2月6日，王子新材发布公告称，公司使用部分闲置募集资金进行现金管理，截至本公告 日最近十二个月累计尚未到期金额共计10000万元，其中最新一笔为2026年2月6日申购的平安银行对公 结构性存款（保本挂钩汇率）TGG26300056期人民币产品5000万元，期限至2026年2月27日，预期年化 收益率1.00%-1.66%，资金来源为闲置募集资金。 ...

证券代码：002735 证券简称：王子新材 公告编号：2026-009 深圳王子新材料股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 深圳王子新材料股份有限公司（以下简称"公司"）于 2025 年 12 月 19 日召开 第六届董事会第四次会议，审议通过了关于使用部分闲置募集资金进行现金管理的 议案，同意公司在确保不影响募集资金项目建设和募集资金使用的情况下，使用总 计不超过人民币 1.5 亿元（含本数）额度的闲置募集资金进行现金管理，购买安全 性高、流动性好、满足保本要求、产品投资期限不超过 12 个月的现金管理产品（包 括但不限于结构性存款、大额存单等安全性高的保本型产品等），使用期限自董事会 审议通过之日起 12 个月内有效。在上述额度及决议有效期内，业务可循环滚动开展， 同时授权公司经营管理层及其再授权人士办理相关事宜，保荐机构对上述事项出具 了无异议的核查意见。具体内容详见公司于 2025 年 12 月 20 日在指定信息披露媒体 上披露的《关于使用部分闲置募集资金进行现金管理的公告》（公 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603429 | 集友股份 | 9.14 | -10.04% | 8.04万 | | 7346.46万 | | 603687 | 大胜达 | 10.81 | -2.26% | 19.01万 | | 2.08亿 | | 000659 | 珠海中富 | 4.51 | -0.66% | 39.17万 | | 1.75亿 | | 002191 | 劲嘉股份 | 3.92 | -0.51% | 18.80万 | | 7364.37万 | | 601515 | 衢州东峰 | 4.09 | -0.49% | 23.87万 | | 9746.90万 | | 002014 | 永新股份 | 12.20 | -0.25% | 3.12万 | | 3805.23万 | | 001279 | 强邦新材 | 34.90 | -0.17% | 7167.0 | | 2511.27万 | | 002846 | 英联股份 | 15.78 | -0.13% | 10 ...

Group 1 - The core viewpoint of the article highlights a decline in China's plastic products production, with a reported decrease of 3.5% year-on-year in December 2025, totaling 759 million tons [1] - Cumulative production of plastic products in China for the entire year of 2025 reached 7,919.9 million tons, reflecting a slight decline of 0.2% compared to the previous year [1] - The article references a market analysis report by Zhiyan Consulting, which provides insights into the plastic products industry in China from 2026 to 2032, including investment scale forecasts [1] Group 2 - Listed companies mentioned include Guoen Co., Ltd. (002768), Jinfat Technology (600143), Fosl Plastic Technology (000973), Cangzhou Mingzhu (002108), Yongxin Co., Ltd. (002014), Wangzi New Materials (002735), Honghe Technology (603256), Daoming Optical (002632), Yuxing Co., Ltd. (300305), and Yinxin Technology (300221) [1] - The data source for the production statistics is the National Bureau of Statistics, with the analysis compiled by Zhiyan Consulting [1]

Core Viewpoint - The company, Shenzhen Wangzi New Materials Co., Ltd., anticipates a net profit loss for the fiscal year 2025, primarily due to increased costs in management, research and development, and production, as well as challenges in product capacity and market competition [2][3]. Group 1: Performance Forecast - The performance forecast period is from January 1, 2025, to December 31, 2025 [1]. - The company expects a negative net profit for the forecast period [2]. Group 2: Communication with Auditors - The company has communicated with the auditing firm regarding the performance forecast, and there are no significant discrepancies between the two parties [2]. Group 3: Reasons for Performance Changes - The anticipated net profit loss is attributed to several factors: - Increased investment in the development of new production capabilities, particularly in film capacitor and military electronic products, leading to higher management, research, and production costs [3]. - The "Ningbo New Rong Film Capacitor Expansion and Upgrade Project" is not yet completed, resulting in underutilized capacity and higher costs for film capacitor products, contributing to losses [3]. - The military electronic products business is facing market competition, which has affected overall profitability. The company plans to conduct impairment testing on goodwill and intangible assets, with the final impairment amount to be determined by an external assessment [3].

Core Viewpoint - The company Wangzi New Materials (002735.SZ) forecasts a net loss of 120 million to 170 million yuan for the year 2025, compared to a loss of 68.5 million yuan in the previous year [1] Group 1: Financial Performance - The expected net loss for 2025 is attributed to increased management, research and production costs due to the company's focus on developing new production capabilities and investing in film capacitor products and military electronics [1] - The company anticipates a non-recurring net loss of 125 million to 175 million yuan for 2025, compared to a loss of 64.24 million yuan in the previous year [1] Group 2: Operational Challenges - The ongoing construction of the "Ningbo Xinrong Film Capacitor Expansion and Upgrade Project" has not been completed, resulting in unutilized production capacity and higher costs for film capacitor products, which negatively impacts the company's performance [1] - The military electronics business is facing market competition, leading to overall profitability not meeting expectations, prompting the company to conduct impairment tests on goodwill and intangible assets for 2025 [1]

Financial Performance - The company expects a net profit loss of approximately -17,000 million CNY for the year 2025, compared to -12,000 million CNY in the previous year[5] - The basic earnings per share are projected to be -0.45 CNY, down from -0.31 CNY in the previous year[5] Cost and Investment - Increased management, research and development, and production costs are attributed to the company's focus on developing new production capabilities and investing in film capacitor and military electronic products[7] - The ongoing construction of the "Ningbo New Rong film capacitor expansion and upgrade project" has not been completed, leading to higher costs and losses in some products[8] Market Competition and Profitability - The military electronic products business has faced market competition, resulting in overall profitability not meeting expectations, prompting the company to conduct impairment tests on goodwill and intangible assets[8] Earnings Forecast and Audit - The company has communicated with its auditing firm regarding the earnings forecast, and there are no significant discrepancies expected[6] - There are no major uncertainties affecting the accuracy of the earnings forecast, and the forecast does not impact the company's stock trading status[9] - The final financial data will be disclosed in the 2025 annual report, following the completion of the audit[9] Compliance and Investor Communication - The company emphasizes compliance with legal disclosure obligations and encourages investors to be cautious[9] - The earnings forecast period is from January 1, 2025, to December 31, 2025[3]

Group 1 - The core viewpoint of the article is that the company, Wangzi New Materials, is actively exploring the application of its film capacitor products in various industries, including potential use in space photovoltaics [2]. - The company's subsidiary, Ningbo Xinrong, specializes in film capacitors, which are fundamental electronic components with broad applications across multiple sectors [2]. - The company is closely monitoring market conditions and trends in the downstream industry chain, aligning its strategies with customer needs and actively developing related products and technologies [2].

Core Viewpoint - The company announced a net fundraising amount of 911 million yuan through a targeted stock issuance, which will be allocated to specific projects and working capital [1] Group 1: Fundraising and Project Allocation - The net amount raised will be used for the "Ningbo New Capacitor Expansion and Upgrade Project" (planned investment of 694 million yuan), the "China Electric Huari R&D Center Construction Project" (planned investment of 58 million yuan), and "Supplementing Working Capital" (planned investment of 250 million yuan) [1] - The "Ningbo New Capacitor Expansion and Upgrade Project" is now expected to reach its intended operational status by February 2028, delayed from the original target of February 2026 due to macroeconomic conditions and supply chain fluctuations [1] Group 2: Project Details and Impact - The delay in the Ningbo project is attributed to the need for detailed adjustments in capacity planning and optimization of the factory layout, including the construction of a new factory in the eastern area of the existing park [1] - The delay only affects a single project and does not change the implementation entity, method, construction content, fundraising investment purpose, or investment scale, and is not expected to have a significant adverse impact on the company's financial status, main business, or overall fundraising arrangements [1]

Group 1 - The company has decided to terminate the "China Electric Huari R&D Center Construction Project" and will permanently supplement its working capital with the remaining fundraising amount of 38.3582 million RMB to improve fund utilization efficiency [21][26][30] - The project was initially aimed at establishing a professional hardware design center and enhancing the R&D team, but due to changes in customer demand and compliance standards, the project faced increased risks and costs, leading to the decision to terminate it [28][29] - The company has also approved a proposal to delay the "Ningbo New Capacitor Expansion and Upgrade Project" to February 2028, without changing the project's implementation details [7][10] Group 2 - The company plans to exit its 51% stake in Chongqing Fuyida Technology Co., Ltd. through a targeted capital reduction of 84.6571 million RMB, which will reduce the registered capital of Chongqing Fuyida from 18.0818 million RMB to 8.8601 million RMB [11][52][61] - This transaction is classified as a related party transaction due to the involvement of a director from the company, and it does not constitute a major asset restructuring [53][55] - The company anticipates that the daily related transactions with Chongqing Fuyida and its subsidiaries will not exceed 5 million RMB in 2026 [54][70] Group 3 - A temporary shareholders' meeting is scheduled for February 12, 2026, to discuss the proposals approved by the board, including the termination of the fundraising project and the capital reduction [17][38][42] - The meeting will combine on-site voting and online voting, allowing all shareholders registered by February 5, 2026, to participate [39][41] - The company has ensured that all procedures for the meeting comply with relevant laws and regulations [37][43]