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]

每经AI快讯，9月19日，集泰股份（002909）(002909.SZ)发布投资者关系活动记录表公告称，公司的安 徽安庆新材料产业基地一期项目部分产线已经完成验收在试产阶段，剩余产线按计划建设中。公司的船 用防锈漆、船舶油舱漆等产品目前主要用于船舶水线以上。公司将积极把握新能源下游市场快速扩容的 战略机遇，继续着力拓展含电池用胶在内的新能源用胶等工业类用胶市场。公司的部分产品已通过宁德 时代（300750）验证，暂未形成批量供货。 ...

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]

Group 1 - The core viewpoint of the article is that Jitai Co., Ltd. (002909.SZ) has a wide range of general-purpose electronic adhesives but has not yet launched customized products for the robotics sector [1] Group 2 - The company indicates that its electronic adhesives are applicable in various fields, highlighting the versatility of its product offerings [1] - There is currently no specific focus on developing tailored solutions for the robotics industry, suggesting potential future opportunities for product expansion [1]

Group 1 - The company, Jitai Co., Ltd. (002909.SZ), has a wide range of general-purpose electronic adhesives that are applicable in various fields [1] - Currently, the company has not launched any customized products specifically for the robotics sector [1]

活动的公告 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。 为进一步加强与投资者的互动交流，广州集泰化工股份有限公司（以下简称"公司"）将参加由广东证监 局、广东上市公司协会联合举办的"向新提质 价值领航一一2025年广东辖区投资者集体接待日暨辖区上 市公司中报业绩说明会"，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9月19日（星期五） 15:30-17:00。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002909 证券简称：集泰股份 公告编号：2025-071 广州集泰化工股份有限公司 关于参加广东辖区2025年投资者网上集体接待日 二〇二五年九月十七日 届时公司高管将在线就2025年半年度业绩、公司治理、发展战略、经营状况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。 特此公告。 广州集泰化工股份有限公司 董事会 ...