证券代码：002909 证券简称：集泰股份 公告编号：2025-073 广州集泰化工股份有限公司 关于控股股东部分股份解除质押及质押的公告 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。 广州集泰化工股份有限公司（以下简称"公司"）近日接到了控股股东广州 市安泰化学有限公司（以下简称"安泰化学"）的通知，获悉其将所持有的公司 部分股份办理了解除质押及质押，具体情况如下： 一、本次股东股份解除质押基本情况 | 股东名称 | 是否为控股股东 或第一大股东及 | | 本次解除质押 数量（股） | 占其所持股 份比例 | 占公司总股 本比例 | 质押起始日 | 解除质押日 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 其一致行动人 | | | | | | | | | 安泰化学 | | 是 | 18,750,000 | 12.56% | 4.81% | 2024 年 7 月 | 2025 年 10 | 浙江银通典当有限 | | | | | | | | 16 日 | 月 21 日 | ...

Core Viewpoint - The company has a variety of general-purpose electronic adhesives with broad application fields and is currently not offering customized products for chip packaging. The company will continue to monitor technological developments and market trends in emerging application areas to evaluate potential opportunities [1] Summary by Categories - **Product Offering** - The company provides a range of general-purpose electronic adhesives [1] - There are currently no customized products for chip packaging [1] - **Market Focus** - The company is actively observing technological advancements and market trends in emerging application fields [1] - There is an emphasis on assessing potential application opportunities [1]

Group 1 - The company, Jitai Co., announced a share buyback of 1.55 million shares, representing 0.4% of its total share capital, with a maximum price of 6.65 CNY per share and a minimum price of 4.86 CNY per share, totaling approximately 9 million CNY [1] - For the first half of 2025, the company's revenue is entirely derived from the manufacturing of chemical raw materials and chemical products, accounting for 100% of its revenue [1] - As of the report date, the market capitalization of Jitai Co. is 2.5 billion CNY [1]

格隆汇10月10日丨集泰股份(002909.SZ)公布，截至2025年9月30日，公司以集中竞价方式回购公司股份 1,550,000股，占公司目前总股本的比例为0.40%，最高成交价为6.65元/股，最低成交价为4.86元/股，支 付金额为8,996,100元（不含交易费用）。 ...

证券代码：002909 证券简称：集泰股份 公告编号：2025-072 广州集泰化工股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 广州集泰化工股份有限公司（以下简称"公司"）于 2024 年 12 月 25 日召 开第四届董事会第七次会议，审议通过了《关于回购公司股份方案暨取得金融机 构回购专项贷款承诺函的议案》（以下简称"本次回购"），同意公司使用银行 专项贷款资金、自有资金或其他自筹资金以集中竞价交易方式回购公司部分已在 境内发行的人民币普通股（A 股）股票，用于后期实施员工持股计划或者股权激 励计划。本次回购金额不低于人民币 2,000 万元（含），且不超过人民币 4,000 万元（含），回购价格不超过 8.57 元/股（含），回购股份期限为自公司董事会 审议通过回购股份方案之日起不超过十二个月。具体内容详见公司 2024 年 12 月 26 日披露于《证券时报》《中国证券报》《上海证券报》《证券日报》及巨潮 资讯网（www.cninfo.com.cn）上的相关公告。 根据公司《关于回购公司股份方案暨取得金融机 ...

Core Insights - The silicone adhesive market in China is projected to grow from 1.387 million tons in 2023 to 1.478 million tons in 2024, representing a year-on-year increase of 6.6% [5][7] - The sales revenue for silicone adhesives is expected to reach 20.37 billion yuan in 2024, marking a 4.7% increase compared to 2023 [7] - The average selling price of silicone adhesives is anticipated to decline to 13,800 yuan per ton in 2024 due to a sluggish real estate market and intense competition [7] Market Overview - Silicone adhesives, also known as organic silicone sealants, are high-elasticity sealing materials with excellent weather resistance, temperature tolerance (-40℃ to 150℃), electrical insulation, and hydrophobic properties [2][5] - The demand structure is diversifying, with green buildings, new energy applications (such as photovoltaic packaging and battery sealing), and consumer upgrades (eco-friendly home decoration) identified as core growth drivers [5][12] Application Segmentation - The construction industry remains the largest consumer of silicone adhesives, accounting for approximately 62% of total demand in 2024, with a projected consumption of 916,000 tons, up 4.5% year-on-year [10][11] - The new energy sector is the second-largest application area, expected to consume 384,000 tons of silicone adhesives in 2024, reflecting an 11.4% increase, primarily driven by the photovoltaic sector [12][13] Industry Chain - The silicone adhesive industry chain consists of upstream raw materials (silicone rubber, crosslinking agents), midstream production, and downstream applications across various sectors including construction, new energy, electronics, and transportation [8][10] - The industry is experiencing increased competition and a growing number of production enterprises, with a trend towards global expansion and participation in international standard-setting [8][10] Future Trends - The industry is expected to benefit from dual drivers of policy support and market demand, particularly in the construction sector, where green building standards and prefabricated construction are anticipated to boost demand for high-performance silicone products [14] - Innovations in technology and materials, such as eco-friendly and bio-based alternatives, are likely to accelerate the transition towards higher-value products, while leading companies are focusing on cost reduction and global market expansion [14][15]

Group 1: Company Performance and Business Progress - In the first half of 2025, the company reported revenue of approximately 533 million yuan, a year-on-year decrease of about 10.7%, and a net loss attributable to shareholders of approximately 8.3 million yuan [1] - The company plans to optimize product structure, control costs, and expand market reach to improve performance [1] Group 2: Business Development - The first phase of the Anhui Anqing New Materials Industrial Base has some production lines in trial production, with others under planned construction [2] - Marine coatings are primarily used above the waterline of ships, with some products validated by Ningde Times but not yet supplied in bulk [2] Group 3: R&D Directions and Product Layout - The company's R&D focuses on green and environmentally friendly sealants and water-based coatings, promoting low VOC, solvent-free, and water-based products [3] - In the electronics sector, the company is actively exploring the 3C coating market with mature products, while liquid cooling silicone oil is still in the verification stage [3] - For aerospace applications, the company has developed a protective matrix for eVTOLs and aims to establish a joint venture for the development of adhesives for aircraft windshields [3] Group 4: Opportunities in New Energy - The company anticipates significant market potential for its "adhesive-coating integration" technology with the implementation of the new national standard for electric vehicle batteries in July 2026 [4] - The company has provided one-stop solutions for commercial and residential energy storage and has established partnerships with clients like Pylon Technologies [4]

Core Viewpoint - The company is actively expanding its production capabilities and market presence in the new energy sector, particularly focusing on industrial adhesives for battery applications and other related products [1] Group 1: Production and Projects - The company's Anhui Anqing New Materials Industrial Base Phase I project has completed acceptance and is currently in the trial production stage, while the remaining production lines are under planned construction [1] Group 2: Product Development and Market Strategy - The company's marine anti-corrosion paints and ship oil tank paints are primarily used above the waterline of ships [1] - The company aims to seize strategic opportunities from the rapid expansion of the downstream new energy market and is focusing on expanding its industrial adhesive market, including adhesives for battery applications [1] - Some of the company's products have been validated by CATL (Contemporary Amperex Technology Co., Limited), although bulk supply has not yet been established [1]

Group 1: Financial Performance - In the first half of 2025, the company achieved revenue of approximately CNY 533 million, a year-on-year decrease of about 10.7% [3] - The net profit attributable to shareholders was a loss of CNY 8.3 million, primarily due to fluctuations in downstream demand and raw material prices [3] Group 2: Product Development and Market Strategy - The company is focusing on the development of liquid cooling silicone oil, which is currently in the verification stage and has not yet entered mass production [3][4] - The company aims to optimize product structure and control costs while actively exploring markets to improve operational performance [3] - The company has launched a "gel-paint integration" technology route in anticipation of the new national standard for electric vehicle batteries, which will be implemented on July 1, 2026 [5][6] Group 3: Industry Collaboration and New Projects - The company has established a joint venture, Guangzhou Jitian New Materials Co., Ltd., to promote the research and production of adhesives for aircraft windshields, aiming to meet domestic commercial aviation market needs [4] - The company has formed partnerships with clients such as Pylon Technology and XJ Electric for energy storage solutions, providing a one-stop solution covering bonding, thermal protection, and fire prevention [7] Group 4: Research and Development Focus - The company's R&D is concentrated on green and environmentally friendly sealants and water-based coatings, with an emphasis on low VOC, solvent-free, and water-based products [3] - The company has developed high transparency silicone structural sealants and water-based protective coatings to meet market demands for transparency and weather resistance [3]

Group 1 - The company has a variety of general-purpose electronic adhesives that are widely applicable across different fields [2] - Currently, the company has not launched any customized products specifically for the robotics industry [2]