（文章来源：证券日报） 证券日报网讯 9月8日晚间，飞凯材料发布公告称，公司董事兼副总经理宋述国先生计划通过集中竞 价、大宗交易的方式减持公司股份不超过128，378股（占公司总股本比例不超过0.02%）。公司董事兼 副总经理陆春先生计划通过集中竞价、大宗交易的方式减持公司股份不超过97，875股（占公司总股本 比例不超过0.02%）。公司副总经理李晓晟先生计划通过集中竞价、大宗交易的方式减持公司股份不超 过13，923股（占公司总股本比例不超过0.002%）。上述股东将自本公告披露之日起15个交易日后的3 个月内进行减持（即自2025年9月30日至2025年12月29日）。 ...

每经AI快讯，飞凯材料（SZ 300398，收盘价：23.86元）9月8日晚间发布公告称，上海飞凯材料科技股 份有限公司实际控制人ZHANG JINSHAN先生之一致行动人张艳霞女士持有公司股份约214万股，占公 司总股本比例为0.38%，计划通过集中竞价、大宗交易的方式减持公司股份不超过约53万股（占公司总 股本比例不超过0.09%）。 公司董事兼副总经理宋述国先生持有公司股份约51万股，占公司总股本比例为0.09%，计划通过集中竞 价、大宗交易的方式减持公司股份不超过约13万股（占公司总股本比例不超过0.02%）。 截至发稿，飞凯材料市值为135亿元。 每经头条（nbdtoutiao）——"中国真正实现了弯道超车"！从美国回来14年，陈智胜亲历中国创新药大 爆发：以前跨国药企不太信任中国数据，但现在不同了 （记者 王晓波） 公司董事兼副总经理陆春先生持有公司股份约39万股，占公司总股本比例为0.07%，计划通过集中竞 价、大宗交易的方式减持公司股份不超过约9.79万股（占公司总股本比例不超过0.02%）。 公司副总经理李晓晟先生持有公司股份约5.57万股，占公司总股本比例为0.01%，计划通过集中竞价、 ...

公司副总经理李晓晟先生持有公司股份55,690股，占公司总股本比例0.01%，计划通过集中竞价、大宗 交易的方式减持公司股份不超过13,923股(占公司总股本比例不超过0.002%)。 格隆汇9月8日丨飞凯材料（维权）(300398.SZ)公布，公司实际控制人ZHANG JINSHAN先生之一致行动 人张艳霞女士持有公司股份2,136,402股，占公司总股本比例0.38%，计划通过集中竞价、大宗交易的方 式减持公司股份不超过534,101股(占公司总股本比例不超过0.09%)。 公司董事兼副总经理宋述国先生持有公司股份513,513股，占公司总股本比例0.09%，计划通过集中竞 价、大宗交易的方式减持公司股份不超过128,378股(占公司总股本比例不超过0.02%)。 公司董事兼副总经理陆春先生持有公司股份391,500股，占公司总股本比例0.07%，计划通过集中竞价、 大宗交易的方式减持公司股份不超过97,875股(占公司总股本比例不超过0.02%)。 ...

飞凯材料9月8日公告，公司实际控制人之一致行动人张艳霞及董事兼副总经理宋述国、陆春、副总经理 李晓晟基于个人资金需求，计划自2025年9月30日至2025年12月29日期间，通过集中竞价和大宗交易方 式减持公司股份。其中张艳霞拟减持不超过53.41万股，占总股本0.09%；宋述国拟减持不超过12.84万 股，占总股本0.02%；陆春拟减持不超过9.79万股，占总股本0.02%；李晓晟拟减持不超过1.39万股，占 总股本0.00%。减持价格将根据市场价格确定。 ...

公司董事兼副总经理陆春先生保证向本公司提供的信息真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 公司副总经理李晓晟先生保证向本公司提供的信息真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 证券代码：300398 证券简称：飞凯材料 公告编号：2025-123 上海飞凯材料科技股份有限公司 关于公司实际控制人之一致行动人及董事、高级管理 人员股份减持计划的预披露公告 公司实际控制人之一致行动人张艳霞女士保证向本公司提供的信息真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 公司董事兼副总经理宋述国先生保证向本公司提供的信息真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 二、本次股份减持计划的主要内容 1、减持原因：个人资金需求。 2、减持股份来源： （1）张艳霞女士拟减持的公司股份为公司首次公开发行前持有的公司股份 （包括其持有公司股份期间公司资本公积金转增股本而相应增加的股份）； 注：1、本公告中所述公司"总股本"均以 2025 年 9 月 5 日收市后公司总股本 566,946,450 股为依据计算； ...

Company Overview - Feikai Materials, established on April 26, 2002, and listed on October 9, 2014, is located at 2999 Panjing Road, Baoshan District, Shanghai. The company specializes in the research, production, and sales of new materials, particularly ultraviolet curing materials suitable for high-tech applications [1]. - The main revenue composition of Feikai Materials includes: 47.11% from display materials, 23.40% from semiconductor materials, 21.08% from ultraviolet curing materials, 6.75% from organic synthesis materials, and 1.66% from other sources [1]. Stock Performance - On September 4, Feikai Materials' stock fell by 5.03%, trading at 22.47 CNY per share, with a transaction volume of 731 million CNY and a turnover rate of 5.61%. The total market capitalization is 12.739 billion CNY [1]. Shareholder Information - Among the top ten circulating shareholders of Feikai Materials, the Southern Fund's Southern CSI 1000 ETF (512100) increased its holdings by 1.0217 million shares in the second quarter, bringing its total to 4.194 million shares, which accounts for 0.74% of the circulating shares. The estimated floating loss today is approximately 4.9908 million CNY [2]. - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a current scale of 64.953 billion CNY. Year-to-date returns are 22.23%, ranking 1837 out of 4222 in its category; over the past year, returns are 59.18%, ranking 1272 out of 3789; and since inception, returns are 8.17% [2]. Fund Management - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 6 years and 303 days. The total asset scale under management is 94.976 billion CNY, with the best fund return during the tenure being 136.9% and the worst being -16.81% [3].

Group 1 - The electronic chemicals sector increased by 0.71% compared to the previous trading day, with Siquan New Materials leading the gains [1] - On the same day, the Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Group 2 - The electronic chemicals sector saw a net inflow of 425 million yuan from main funds, while retail and speculative funds experienced net outflows of 220 million yuan and 203 million yuan, respectively [2] - The table provided shows the net inflow and outflow of funds for various companies within the electronic chemicals sector, highlighting significant movements in stocks such as Tiantong Co., Jianghua Micro, and Siquan New Materials [2]

Group 1 - The core viewpoint of the news is that Feikai Materials has seen a stock price increase of 5.06%, reaching 24.10 CNY per share, with a trading volume of 609 million CNY and a turnover rate of 4.63%, resulting in a total market capitalization of 13.663 billion CNY [1] - Feikai Materials, established on April 26, 2002, and listed on October 9, 2014, specializes in the research, production, and sales of new materials, particularly ultraviolet curing materials suitable for high-tech applications [1] - The company's main business revenue composition includes: display materials (47.11%), semiconductor materials (23.40%), ultraviolet curing materials (21.08%), organic synthesis materials (6.75%), and others (1.66%) [1] Group 2 - Among the top ten circulating shareholders of Feikai Materials, a fund under Southern Fund has increased its holdings in the Southern CSI 1000 ETF (512100) by 1.0217 million shares in the second quarter, now holding 4.194 million shares, which accounts for 0.74% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 64.953 billion CNY, achieving a year-to-date return of 24.03% and a one-year return of 62.92% [2]

Core Viewpoint - Feikai Materials has shown significant stock performance with a year-to-date increase of 49.22%, indicating strong market interest and potential growth in the high-tech materials sector [1][2]. Financial Performance - For the first half of 2025, Feikai Materials reported a revenue of 1.462 billion yuan, representing a year-on-year growth of 3.80% [2]. - The net profit attributable to shareholders for the same period was 217 million yuan, marking a substantial increase of 80.45% year-on-year [2]. Stock Market Activity - As of September 3, Feikai Materials' stock price was 23.42 yuan per share, with a trading volume of 337 million yuan and a turnover rate of 2.60% [1]. - The company experienced a net outflow of main funds amounting to 47.86 million yuan, with significant buying and selling activities from large orders [1]. Shareholder Information - As of August 20, the number of shareholders for Feikai Materials increased to 66,300, a rise of 14.40% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 12.58% to 8,505 shares [2]. Dividend Distribution - Since its A-share listing, Feikai Materials has distributed a total of 318 million yuan in dividends, with 137 million yuan distributed over the last three years [3]. Major Shareholders - As of June 30, 2025, the top circulating shareholders included Southern CSI 1000 ETF, which increased its holdings by 1.021 million shares [3]. - Hong Kong Central Clearing Limited reduced its holdings by 190,900 shares, while Huaxia CSI 1000 ETF entered as a new shareholder with 247,220 shares [3].

Group 1 - The private equity firm Licheng Asset recently conducted research on two listed companies, Feikai Materials and Huate Gas, indicating a focus on growth opportunities in the semiconductor and advanced manufacturing sectors [1][2] - Feikai Materials expects significant revenue growth in 2025 due to strong sales of TMO products, improved gross margins from lower raw material prices, and effective cost control leading to increased net profits [1] - The company has made technological breakthroughs in thick film negative photoresists for advanced packaging and is expanding its EMC materials into advanced packaging, IGBT, and third-generation semiconductor markets [1] Group 2 - Huate Gas has positioned itself in the supply chain of major domestic manufacturers of silicon carbide (SiC) and gallium nitride (GaN) semiconductors, indicating strong demand for its products in the third-generation power device sector [2] - Licheng Asset has a long-standing investment philosophy focused on growth stocks with a margin of safety, managing over 10 billion yuan and specializing in sectors such as pharmaceuticals, advanced manufacturing, and consumer goods [2]