Core Viewpoint - The company, Shenzhen Water New Materials Co., Ltd., is enhancing its interaction with investors by participating in an online collective reception day for listed companies in the Shenzhen area, scheduled for November 20, 2025 [2]. Group 1 - The event is guided by the Shenzhen Securities Regulatory Bureau and the China Securities Investor Services Center [2]. - The event is organized in collaboration with the Shenzhen Stock Exchange Listed Companies Association and Shenzhen Panorama Network Co., Ltd. [2].

Group 1 - The core focus of the article is on the rising demand for modified plastics in the humanoid robotics sector, driven by the need for lightweight, high-strength, and durable materials [1][2][5] - Companies like Daon and Jinfa Technology are actively developing new materials such as TPE and SiTPV for applications in humanoid robots, showcasing advancements in soft artificial muscles and skin [1][2][6] - The industry is witnessing a shift towards high-performance engineering plastics like PEEK, which are essential for reducing weight and enhancing performance in robotic applications [3][4] Group 2 - Jinfa Technology highlighted that lightweight, high-performance polymers can replace metals in robotic structures, which will significantly boost the demand for new materials [2][4] - Daon has reported progress in developing TPE products with unique properties, such as low electrical resistance and the ability to simulate human facial expressions, which could transform the design of humanoid robots [2][3] - The current stage of the humanoid robotics market is still in its infancy, with many companies only supplying small batches or in the research phase, indicating potential for future growth [5][6] Group 3 - Companies are planning to enhance their R&D efforts and expand their product offerings in the modified plastics sector to mitigate risks and create new profit growth points [7] - The industry is expected to evolve with a focus on technology validation and ecosystem development, with significant milestones set for 2025 and beyond [6][7]

特此公告。 深圳市沃特新材料股份有限公司 董事会 关于参加 2025 年度深圳辖区上市公司投资者 网上集体接待日活动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 为进一步加强与投资者的互动交流，深圳市沃特新材料股份有限公司（以下 简称"公司"）将参加由深圳证监局和中证中小投资者服务中心指导、深圳上市公 司协会与深圳市全景网络有限公司联合举办的"2025 年度深圳辖区上市公司投资 者网上集体接待日活动"，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP，参与 本次互动交流，活动时间为 2025 年 11 月 20 日（周四）14:30-17:00。届时公司高 管将在线就公司业绩、公司治理、发展战略、经营状况、融资计划、股权激励和 可持续发展等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊 跃参与！ 证券代码：002886 证券简称：沃特股份 公告编号：2025-056 深圳市沃特新材料股份有限公司 二〇二五年十一 ...

Group 1 - The company has developed multiple active cooling fan materials for mobile phones in collaboration with downstream customers [2] - Several related mobile phone models utilizing these materials have already been launched [2]

Company Overview - Watte Co., Ltd. (SZ 002886) announced on November 6 that its controlling shareholder, Ms. Wu Xian, has notified the company about the renewal of the pledge on part of her shares, amounting to 2.5 million shares [1] - As of the announcement date, Shenzhen Yinqiao Investment Co., Ltd. has pledged a total of approximately 14.93 million shares, accounting for 40.75% of its holdings [1] - Ms. Wu Xian has pledged a total of approximately 9.71 million shares, representing 26.77% of her holdings [1] - He Zheng has pledged a total of approximately 16.8 million shares, which is 47.83% of his holdings [1] Financial Performance - For the first half of 2025, Watte Co., Ltd.'s revenue composition is entirely from the new materials industry, with a 100% share [1] - The current market capitalization of Watte Co., Ltd. is 5.6 billion yuan [1]

证券代码：002886 证券简称：沃特股份 公告编号：2025-055 深圳市沃特新材料股份有限公司 关于控股股东部分股份质押续期的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 深圳市沃特新材料股份有限公司（以下简称"公司"）于近日接到公司控股股 东吴宪女士的通知，获悉其所持有公司的部分股份办理了质押续期，具体事项如 下： 二、股东股份累计质押情况 截至公告披露日，控股股东、实际控制人吴宪、何征及其一致行动人深圳市 银桥投资有限公司所持质押股份情况如下： | | | | | | | | 已质押股份情况 | | | 未质押股份 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 本次质押 | 本次质押 | | | | | | 情况 | | 股东 | 持股 | 持股 | 续期前质 | 续期后质 | 占其所 | 占公司 | 已质押股 | | 未质押 | | | | 数量 | | | | 持股份 | 总股本 | | 占已质 | 股份限 | 占未质 | | 名 ...

每经AI快讯，有投资者在投资者互动平台提问：贵公司特种高分子材料有没有运用到核电、特高压电 力上面？ 沃特股份（002886.SZ）11月6日在投资者互动平台表示，公司特种PTFE材料已用于核电设施和特高压 领域。相关产品收入占公司总体营业收入比例较低。 （文章来源：每日经济新闻） ...

Core Viewpoint - Watte Group (SZ 002886) announced an investor survey scheduled for October 31, 2025, with participation from the company's board secretary and deputy general manager, Zhang Liang, to address investor inquiries [1] Company Summary - For the first half of 2025, Watte Group's revenue composition is entirely from the new materials industry, accounting for 100.0% [1] - As of the report date, Watte Group's market capitalization stands at 5.7 billion yuan [1]

Group 1: Financial Performance - In the first three quarters of 2025, the company's operating revenue increased by 10% year-on-year [2] - Net profit attributable to shareholders grew by 20% year-on-year [2] - Net profit excluding non-recurring gains and losses increased by 25% year-on-year [2] - Operating cash flow rose by 15% year-on-year, indicating strong profitability [2] Group 2: Business Strategy and Market Focus - The company is implementing a platform strategy in the specialty polymer materials sector, with over 50% of revenue coming from specialty materials [3] - The product structure is shifting towards high value-added areas, contributing to a steady increase in overall gross margin [3] - The company is focusing on high-growth sectors such as electronics, new energy, low-altitude economy, semiconductors, and robotics [4] Group 3: Product Development and Innovations - The company successfully launched LCP resin material production, which has been applied in high-end electronic devices [4] - R&D expenses increased by 16% year-on-year, maintaining over 6% of total revenue, with a focus on lightweight, high-temperature resistant, and low dielectric loss materials [3] - The company has made significant progress in PEEK material production, overcoming key technical barriers and enhancing product performance [5] Group 4: Market Expansion and Customer Base - The customer base for Shanghai Water Huaben Semiconductor Technology Co., Ltd. has expanded to leading domestic semiconductor equipment manufacturers [3] - The acquisition of sealing products company is expected to enhance the company's position as a comprehensive semiconductor component solution provider [3] - The company has achieved significant market share in key components for new energy vehicles [5] Group 5: Challenges and Opportunities - The company is addressing challenges related to fixed asset turnover due to new production capacity, showcasing resilience and growth potential [5] - Future growth is anticipated in emerging fields such as 5G, new energy, and AI servers, driven by increasing demand and the need for supply chain autonomy [5]

Core Insights - The company reported strong performance in the first three quarters of 2025, with a revenue increase of 9.87% year-on-year and a net profit growth of 20.07% [1] - The continuous development of the specialty polymer materials business and the deep implementation of the platform strategy are key drivers of the company's long-term high-quality growth [1] Financial Performance - In the first half of 2025, the specialty polymer materials business accounted for 48.93% of total revenue, with expectations for further growth due to the mass production of new production lines [2] - The company achieved a net profit growth of 24.70% after deducting non-recurring items [1] Business Strategy - The company has established a comprehensive coverage of the entire industrial chain for core specialty materials, including LCP, PPA, PEEK, PPS, and polyarylether sulfone [1] - The platform strategy integrates synthesis, modification, and profile processing capabilities, providing a "one-stop" multi-material verification service that significantly shortens customer product introduction cycles [1][2] Market Position - The company is the only domestic manufacturer with a complete industrial chain capability for PEEK materials, achieving vertical integration from resin to film for LCP materials [2] - The specialty polymer materials are applied in key high-end manufacturing fields such as 5G communication, low-altitude economy, semiconductors, and robotics, providing significant added value and profit margins [2] Customer Base and Industry Impact - The customer structure has been continuously optimized, with notable performance in the semiconductor business, supported by acquisitions that enhance the company's capabilities [3] - The company has formed three core semiconductor fluorine material and component production bases, creating the most complete semiconductor component solution in the industry [3] Future Outlook - The company is expected to expand its market share and achieve long-term growth due to the demand explosion in emerging sectors and government support for "bottleneck" materials [3]