（文章来源：证券日报） 证券日报网讯 12月10日，硅宝科技在互动平台回答投资者提问时表示，合成胶粘剂及其胶接技术不仅 是提升航天器性能的核心要素，也是当前国产化的重点突破领域，被广泛应用于航天器的多个部位。公 司建立了健全的胶粘剂相关技术体系，配备了国内一流的研发设备、检验仪器，深入开展以有机硅材料 为主、其他新型材料为辅的产品开发和应用工作，技术涵盖有机硅密封胶、聚氨酯密封胶、硅烷改性聚 醚（MS）、热熔胶、环氧胶、丙烯酸胶等多种体系，将根据市场和客户需求，积极布局、技术创新， 寻找新的产品应用点。 ...

证券代码：300019 证券简称：硅宝科技 成都硅宝科技股份有限公司投资者关系活动记录表 编号：2025-009 | 投资者关系 | 特定对象调研 | □分析师会议 | □媒体采访 | | --- | --- | --- | --- | | 活动类别 | □业绩说明会 | □新闻发布会 | □路演活动 | | | □现场参观 | □其他 | | | 参与单位名称 | 博时基金、国金证券、中信建投证券等 | | | | 及人员姓名 | | | | | 时间 2025 | 年 12 月 10 日 | | | | 地点 | 现场调研 | | | | 接待人员 董事长 | 王有治，总经理 李媛媛等 | 黄强，副总经理兼董事会秘书 | | | | 公司与分析师及投资者就公司相关经营情况进行了交流。 | | | | | 主要内容如下： | | | | | 一、公司目前的产能布局情况及未来扩产规划？ | | | | | 回复：公司生产实力雄厚，产能规模位居行业第一，目前已建成西南、华 | | | | | 东两大生产中心，拥有 9 大生产基地，位于四川成都、四川眉山、江苏南通、 | | | | | 安徽马鞍山、上海等地，具 ...

经营业绩层面，2025年前三季度，硅宝科技营收达26.51亿元，同比增长24.30%；净利润2.29亿元，同 比增长44.63%，强劲的增长势头与良好的盈利预期，进一步印证公司坚实的发展基础。 记者了解到，硅宝科技是一家以高端有机硅密封材料、硅烷偶联剂、热熔压敏胶、硅碳负极材料四大板 块为主营业务的新材料产业集团，综合实力雄厚，技术水平领先，产销规模位居行业首位，目前已在全 国布局9大生产基地，粘合剂年产能达37万吨。未来，硅宝科技将持续做强技术、做优产品、做大产 业，为国家支柱产业和战略性新兴产业提供高端粘接密封材料，稳步推进产业高质量发展。责任编辑： 孙莹 相关稿件： 科技日报记者 刘侠 实习生 刘桂源 近日，记者从成都硅宝科技股份有限公司（以下简称"硅宝科技"）获悉，"2025中国石油和化工企业500 强"系列榜单在全国石油和化工企业销售收入前500家发布会上揭晓，硅宝科技凭借突出综合实力入围两 项榜单，再获行业认可。 据悉，此次榜单中，硅宝科技在"2025中国石油和化工企业销售收入500强（综合类）"位列第324位， 在"2025中国石油和化工上市公司销售收入500强"位列第243位。值得关注的是，自 ...

Core Viewpoint - The market experienced mixed performance with the ChiNext index closing down 0.44%, while the influenza and organic silicon sectors surged, indicating a divergence in market sentiment driven by specific sectoral developments [1][4]. Group 1: Influenza Sector - The influenza sector saw a significant uptick, with flu-like cases in northern provinces rising to 7.0%, markedly higher than the same period in previous years [4]. - Sales of antiviral drugs, such as Oseltamivir, surged by 237% over the past week, indicating strong demand driven by rising flu cases [4]. - Jindike has completed the production season with 1.56 million doses of its quadrivalent flu vaccine approved for release, and is ramping up production capacity to 30 million doses [4]. Group 2: Organic Silicon Sector - The organic silicon sector experienced a boost following Dow Chemical's announcement of a 10%-20% price increase on major products starting December 10, which acted as a catalyst for domestic stocks [4]. - Companies like Hongbai New Materials and Chenguang New Materials saw their stocks hit the daily limit, while Dongyue Silicon Material rose over 10% [4]. - Smart money has already positioned itself in this sector, with Chenguang New Materials seeing a net inflow of 85.14 million yuan over the past ten trading days [4]. Group 3: Underperforming Sectors - The Hainan sector faced significant declines, with companies like Jingliang Holdings and Hainan Haiyao dropping nearly 7%, highlighting the lack of performance support for regional themes [4]. - The film and content industry also struggled, with Huanrui Century hitting the daily limit down and Shanghai Film falling nearly 7%, reflecting uncertainty in the content sector [4]. Group 4: Market Sentiment and Strategy - The overall trading volume decreased by 93.5 billion yuan compared to the previous day, indicating a cautious market sentiment and a tendency for rapid sector rotation [4]. - Investment strategies suggest focusing on the influenza sector for low-entry opportunities and the organic silicon sector for potential gains, while avoiding sectors lacking performance, policy support, or growth potential [5].

Market Overview - On November 27, the A-share market experienced a pullback after an initial rise, with the Sci-Tech 50 and ChiNext indices both retreating over 2% from their gains, while the Shanghai Composite Index rose by 0.29% and the Shenzhen Component Index fell by 0.25% [2][3]. Sector Performance - The organic silicon, solid-state battery, consumer electronics, paper, and photovoltaic equipment sectors showed strong performance, while sectors such as Hainan Free Trade Zone, film and television, cultivated diamonds, China Shipbuilding Industry, and internet e-commerce saw declines [2][3]. - Notably, organic silicon stocks surged, with companies like Hongbo New Materials and Chenguang New Materials hitting the daily limit, and Huasheng Lithium Battery, Jinyin Galaxy, and Yuanxiang New Materials rising over 10% [2][3]. Key Stocks - Solid-state battery stocks saw a wave of limit-ups, with companies like Mingguan New Materials, Liande Equipment, Haike New Source, and Huazi Technology all reaching the daily limit [5]. - Specific stock performances included: - Huaguan Lithium Battery: +15.54% at 115.86 - Jinyin Galaxy: +12.96% at 51.08 - Yuanxiang New Materials: +11.03% at 47.21 - Hongbo New Materials: +10.05% at 7.23 - Chenguang New Materials: +9.97% at 15.99 [4][5]. Capital Flow - Main capital flows indicated a net inflow into sectors such as consumer electronics, paper printing, and batteries, while there was a net outflow from cultural media, communications, and computing sectors [7][8]. - Notable net inflows were seen in stocks like ZTE Corporation, Chip Original, and Furi Electronics, with inflows of 0.787 billion, 0.488 billion, and 0.463 billion respectively [7]. - Conversely, stocks like Zhongji Xuchuang, Hudian Co., and Ningde Times faced significant sell-offs, with outflows of 1.446 billion, 0.967 billion, and 0.789 billion respectively [8]. Institutional Insights - Debon Securities noted that market volume will determine the height of the market trend, suggesting a continued rotation between technology and consumer sectors [9]. - Hengsheng Qianhai Fund highlighted that the A-share market remains in a state of strong bullish and bearish sentiment, with expectations of continued volatility [10]. - Dongwu Securities emphasized the robust demand for computing power within the industry chain, indicating that the market for computing infrastructure is still in a phase of rapid expansion [10].

Core Viewpoint - Silica Technology's stock has experienced fluctuations, with a year-to-date increase of 48.05% but a recent decline of 15.82% over the past five trading days [1] Company Overview - Chengdu Silica Technology Co., Ltd. was established on October 19, 1998, and listed on October 30, 2009. The company specializes in the research, production, and sales of room temperature vulcanized silicone rubber and related production equipment [1] - The main revenue composition includes construction adhesives (40.42%), hot melt adhesives (31.80%), industrial adhesives (27.42%), and others (0.36%) [1] Financial Performance - For the period from January to September 2025, Silica Technology achieved a revenue of 2.651 billion yuan, representing a year-on-year growth of 24.30%. The net profit attributable to the parent company was 229 million yuan, reflecting a year-on-year increase of 44.63% [2] - The company has distributed a total of 850 million yuan in dividends since its A-share listing, with 353 million yuan distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Silica Technology was 37,300, a decrease of 2.84% from the previous period. The average number of circulating shares per person increased by 2.92% to 9,037 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 2.5458 million shares, a decrease of 589,500 shares compared to the previous period [3] Market Activity - On November 26, Silica Technology's stock price was 21.23 yuan per share, with a trading volume of 126 million yuan and a turnover rate of 1.73%. The total market capitalization was 8.346 billion yuan [1] - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on July 10, where it recorded a net purchase of 37.081 million yuan [1]

Core Insights - Silicon Treasure Technology (300019) has successfully had its silicone sealant products included in the Ministry of Housing and Urban-Rural Development's list of "Good House" construction materials for 2025, indicating national-level recognition of its green building material standards [1] Group 1 - The inclusion in the national list provides substantial support for the company to secure orders in government procurement projects related to affordable housing, urban renewal, and public buildings [1] - The company emphasizes that its products play a crucial role in high-end construction and decoration fields, maintaining its position as the leading brand in the construction adhesive industry [1]

Group 1 - The A-share market is experiencing a continuous decline in the organic silicon concept stocks [1] - Dongyue Silicon Materials has dropped over 8% [1] - Huasheng Lithium Battery has decreased by more than 7% [1] Group 2 - Silica Treasure Technology, Jinhua New Materials, and Sanyou Chemical have all fallen by over 5% [1] - Luxi Chemical, Xin'an Chemical, and Jinyinhai have seen declines of more than 4% [1]

Group 1 - The core point of the news is that Silicon Treasure Technology experienced a decline of 5.08% in its stock price, closing at 23.94 CNY per share, with a trading volume of 643 million CNY and a turnover rate of 7.75%, resulting in a total market capitalization of 9.411 billion CNY [1] - Silicon Treasure Technology, established on October 19, 1998, and listed on October 30, 2009, specializes in the research, production, and sales of room temperature vulcanized silicone rubber and related production equipment [1] - The company's main business revenue composition includes construction adhesives at 40.42%, hot melt adhesives at 31.80%, industrial adhesives at 27.42%, and other (supplementary) at 0.36% [1] Group 2 - From the perspective of major fund holdings, Dachen Fund has one fund heavily invested in Silicon Treasure Technology, specifically the Dachen Jinglu Flexible Allocation Mixed A Fund (003373), which increased its holdings by 50,300 shares in the third quarter, totaling 430,800 shares, accounting for 4.7% of the fund's net value [2] - The Dachen Jinglu Flexible Allocation Mixed A Fund (003373) was established on September 29, 2016, with a latest scale of 54.9569 million CNY, achieving a year-to-date return of 45.29% and ranking 1069 out of 8136 in its category [2] - The fund has a one-year return of 37.77%, ranking 1496 out of 8055, and a cumulative return since inception of 113.75% [2]

回复：公司密封胶产品在装饰装修领域应用广泛，包括但不限于门窗接缝 防水、陶瓷大板粘结、踢脚线、厨房/洗手间用具接缝处防水、瓷砖美缝、镜面 粘结、挂饰粘结等。一方面，公司装饰装修胶具备显著的技术优势，依托自研 核心技术，在环保、粘结、耐候等性能方面达到行业领先水平，并通过多项权 威认证，广泛适配建筑工程与家装等多样化场景；另一方面，公司室内装饰用 产品对人体及环境均无危害，全面满足 GB 33372-2020《胶粘剂中挥发性有机 化合物（VOC）限量》标准的规定。随着"好房子、好小区、好社区、好城区" 的建设理念的推进，公司产品在高端建筑、装饰装修领域中发挥重要作用，稳 居建筑胶行业第一品牌。近期，由住房和城乡建设部科技与产业化发展中心组 织开展的关于"好房子"建设适用建材产品审查结果已公示，公司有机硅密封 胶产品成功进入《"好房子"建设适用建材产品（2025 年）》名录。 四、目前公司热熔胶产能有多少？未来是否计划扩充产能？ 回复：公司热熔胶产品主要应用于标签、卫生用品、工业胶带、医疗、防 水卷材、汽车等领域，现有产能 11 万吨/年。目前，公司现有产能可以满足现 阶段热熔胶销售需求，未来公司将根据客户及市场 ...