Core Viewpoint - The company, Water Co., Ltd., forecasts a significant increase in net profit for 2025, driven by strategic advancements in specialized polymer materials and acquisitions [1] Financial Performance - The expected net profit attributable to shareholders for 2025 is projected to be between 57 million and 70 million yuan, representing a year-on-year increase of 55.75% to 91.28% [1] - The net profit after deducting non-recurring gains and losses is anticipated to be between 28 million and 35 million yuan, with a year-on-year growth of 0.62% to 25.77% [1] Strategic Initiatives - The company aims to overcome uncertainties in the external environment and the impact of increased depreciation from new production capacity by deepening its platform strategy in specialized polymer materials [1] - The focus is on providing innovative material solutions for high-frequency communications, computing servers, new energy vehicles, low-altitude economy, semiconductors, and robotics to globally recognized clients [1] Product Performance - Sales growth in specialized polymer materials such as Liquid Crystal Polymer (LCP), specialty nylon, and polyphenylene sulfide (PPS) has positively contributed to the company's operational performance [1] Acquisition Impact - The acquisition of Walka Sealing Products (Shanghai) Co., Ltd. (now renamed Shanghai Water Huaben Sealing Products Co., Ltd.) is expected to generate positive effects on non-operating income, estimated between 23 million and 26 million yuan [1]

证券代码：002886 证券简称：沃特股份 公告编号：2026-003 深圳市沃特新材料股份有限公司 2025 年度业绩预告 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。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 此外，公司收购华尔卡密封件制品（上海）有限公司（现已更名为上海沃特 华本密封件制品有限公司）产生的负商誉将对营业外收入产生积极作用，预计金 额在 2,300 万元至 2,600 万元之间。 四、风险提示 本次业绩预告数据是公司财务部门初步测算的数据，具体财务数据以公司披 露的 2025 年年度报告为准。公司将严格依照相关法律法规的规定和要求，及时 做好信息披露工作，敬请广大投资者谨慎决策，注意投资风险。 2、业绩预告情况：预计净利润为正值且属于同向上升 50%以上情形 | 项 | 目 | | 2025 年 1 月 1 | 日–2025 | 年 | 12 月 | 31 日 | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | --- ...

证券代码：002886 证券简称：沃特股份 公告编号：2026-001 深圳市沃特新材料股份有限公司 关于董事变更暨选举职工董事的公告 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。 一、董事辞职情况 深圳市沃特新材料股份有限公司（以下简称"公司"）董事会近日收到公司董 事黄文锋先生的辞职报告。因个人原因，黄文锋先生申请辞去公司董事以及审计 委员会委员职务。黄文锋先生辞职后，不再担任公司及控股子公司任何职务。 黄文锋先生原定的任职期间至公司第五届董事会任期届满之日止。根据《公 司法》《公司章程》等相关规定，黄文锋先生的辞职不会导致公司董事会成员低 于法定人数，不会影响公司正常生产经营，其辞职报告将在公司选举产生新的审 计委员会委员后生效。 截至本公告披露日，黄文锋先生未直接持有公司股份，通过 2024 年员工持 股计划持有公司股份 16.10 万股。离任后，黄文锋先生通过公司 2024 年员工持 股计划所持有的公司股份将按照《中华人民共和国公司法》等相关法律、法规及 相关员工持股计划管理办法的规定进行处理。除此之外，黄文锋先生不存在其他 应当履行而未履行的承诺 ...

证券代码：002886 证券简称：沃特股份 公告编号：2026-002 表决结果：通过。 本议案已经公司董事会提名委员会审议通过。 深圳市沃特新材料股份有限公司 第五届董事会第十三次会议决议公告 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。 一、董事会会议召开情况 深圳市沃特新材料股份有限公司（以下简称"公司"）第五届董事会第十三次 会议于 2026 年 1 月 20 日以现场表决方式，在深圳市南山区深圳国际创新谷 7 栋 B 座 31 层公司会议室召开。经全体董事一致同意豁免会议通知时间要求。本次 会议应到董事 7 人，实到董事 7 人，高级管理人员列席了会议，且本次会议由董 事长吴宪主持。本次会议的召集和召开符合《公司法》等相关法律法规、规章及 其他规范性文件和《公司章程》的规定。 二、董事会会议审议情况 （一）审议通过《关于变更公司第五届董事会审计委员会的议案》 鉴于公司董事黄文锋先生因个人原因辞去公司董事及审计委员会委员职务， 同意由职工董事朱珊女士担任第五届审计委员会委员，与徐开兵先生（主任委员）、 盛宝军先生共同组成第五届董事会审计委员会，任期自 ...

Group 1 - The core viewpoint of the article highlights the growth of industrial enterprises in Guangdong Province, with a total of 75,976 enterprises reported as of January-November 2025, marking an increase of 2,062 enterprises or a year-on-year growth of 2.79% [1][1][1] - The report indicates that Guangdong Province accounts for 14.45% of the total number of industrial enterprises in the country [1][1][1] Group 2 - The article references a market assessment report by Zhiyan Consulting, which focuses on the industrial cloud industry in China from 2026 to 2032, providing insights into market opportunities and investment forecasts [1][1][1] - The data regarding the number of industrial enterprises in Guangdong is sourced from the National Bureau of Statistics and organized by Zhiyan Consulting, emphasizing the credibility of the information [1][1][1]

Group 1 - The company has begun mass supplying LCP materials to the downstream aerospace supply chain for use in connector components, with specific application scenarios managed by customers [2] - Currently, the aerospace-related business constitutes a small percentage of the company's overall revenue, indicating a need for caution regarding investment risks [2] - The company holds a stake in Shenzhen Collaborative Innovation High-Tech Development Co., which operates as the innovation center for 3D printing manufacturing in Shenzhen and Guangdong, focusing on lightweight, high-performance, digital, and intelligent products for major industrial sectors like aerospace [2]

沃特股份（002886.SZ）1月11日在投资者互动平台表示，您好！公司已关注到相关领域材料需求，目前 暂未向客户批量化交付产品。公司2025年经营情况请您关注公司后续相关公告。谢谢！ （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司有产品进入脑机结构领域吗？另外公司2025年净 利润如何？ ...

Core Viewpoint - The company,沃特股份, has confirmed its involvement in LCP film technology, which has high technical barriers and is dominated by only three companies globally, with 沃特股份 being the only domestic company to achieve a breakthrough in this technology [2] Group 1: Company Information - 沃特股份 is engaged in a central budget core technology project related to LCP film, which is expected to pass acceptance by 2025 [2] - The company has disclosed relevant information regarding the LCP film project in its announcement dated August 27, 2025 [2]

Core Insights - The robotics sector is experiencing a significant surge, with Goldman Sachs identifying eight key A-share companies, four of which have seen stock prices double, while two others present hidden opportunities [1][3]. Group 1: Investment Strategy - Goldman Sachs focuses on upstream core components rather than popular complete machine manufacturers due to the substantial profit margins in the upstream sector, which can reach 30%-50%, compared to only 10%-20% for downstream manufacturers [3]. - The Chinese government's policy support aims to cultivate 2-3 global leaders in the robotics industry by 2027, with a focus on domestic replacement of core components, providing up to 15% R&D subsidies [3]. - IDC forecasts that global shipments of humanoid robots will exceed 60,000 units in 2026, a sevenfold increase from 2025, indicating a surge in demand for core components [3]. Group 2: Stock Analysis - Four companies have already doubled in stock price due to solid orders and technological advancements, including Heertai (涨幅123.15%) and Lixing Co. (涨幅224.75%) [4]. - The remaining four companies have seen stock price increases of less than 50% and have lower price-to-earnings ratios than the industry average, indicating potential for growth [4]. - Notable companies include Sanlian Forging (涨幅42.6%), which specializes in precision gear reducers, and Water Co. (涨幅27.88%), known for its lightweight special materials [4]. Group 3: Hidden Opportunities - Sanlian Forging is positioned in a critical segment of the supply chain with high technical barriers, and its business is expected to see explosive growth as production ramps up in 2026 [6]. - Water Co. has already achieved mass production of special materials essential for robot lightweighting, with strong long-term growth potential despite currently low revenue contributions from robotics [6].

格隆汇1月5日丨沃特股份(002886.SZ)在投资者互动平台表示，公司承担的LCP薄膜相关中央预算内核心 技术攻关项目已于2025年通过验收。纤维方面，公司不生产LCP纤维，公司向下游纤维行业客户提供纤 维级LCP树脂。 （原标题：沃特股份(002886.SZ)：向下游纤维行业客户提供纤维级LCP树脂） ...