Core Viewpoint - The rapid development of data centers, advanced packaging, storage chips, AI chips, and artificial intelligence presents significant opportunities for the related materials industry [1] Group 1: Advanced Packaging - The company has established a comprehensive product matrix in the advanced packaging sector [1] - The Ultra Low Alpha Microball, with a minimum diameter of 50μm, addresses material bottlenecks for advanced packaging substrates [1] - The company has developed a product system for temporary bonding materials, primarily based on thermal and mechanical debonding, with laser debonding as a supplementary method [1] - The self-developed thick negative photoresist for semiconductor advanced packaging has completed validation and is being introduced to clients, compatible with 2.5D/3D advanced packaging processes [1] Group 2: Material Coverage - The existing MUF materials cover liquid packaging materials LMC and GMC particle packaging materials [1] - The company has also laid out products in semiconductor manufacturing and advanced packaging, including solder balls, epoxy encapsulants, photoresists, and wet process electronic chemicals such as developers, etchants, strippers, and plating solutions [1] Group 3: UV Curing Materials - After over twenty years of development, the company has gradually mastered several core technologies for UV curing coating materials [1] - The company has achieved advanced domestic technology in the synthesis of UV curing resin [1]

证券日报网讯2月24日，飞凯材料（300398）在互动平台回答投资者提问时表示，截至2026年2月10日， 公司股东人数为60045户。 ...

（文章来源：证券日报） 证券日报网讯 2月24日，飞凯材料在互动平台回答投资者提问时表示，公司医药中间体产品主要为各类 卤代烃产品，主要有溴乙腈、溴乙酸叔丁酯、环己基苯、氯代环己烷等，多应用在抗病毒药物、抗生素 以及心脑血管医药领域。 ...

Group 1 - The core viewpoint of the article is that Feikai Materials is actively involved in the production of UV curing materials used in the manufacturing process of optical fiber cables, including coatings and coloring inks [1] - The product series is applicable to the manufacturing processes of both standard communication fibers and certain specialty fibers, with specific applications depending on the downstream customers' process requirements [1] - The company is committed to continuously monitoring technological advancements in downstream application fields and aims to provide customers with higher standard material products and complete supporting solutions [1]

Core Viewpoint - Feikai Materials (300398.SZ) is actively involved in the production of UV curing materials used in the manufacturing process of optical fiber and cable, indicating a focus on advanced material solutions for the telecommunications industry [1] Group 1: Product Offerings - The company produces coating materials for optical fiber and cable manufacturing, including optical fiber cable coatings and optical fiber coloring inks [1] - The product series is applicable to both standard communication optical fibers and certain specialty optical fibers, with specific applications depending on downstream customer process requirements [1] Group 2: Strategic Focus - The company will continue to monitor technological advancements in downstream application areas [1] - There is a commitment to providing customers with materials that meet higher standards and complete supporting solutions [1]

Group 1 - The core announcement is that Feikai Materials' subsidiaries, Anqing Feikai New Materials Co., Ltd. and Jiangsu Hecheng New Materials Co., Ltd., have received high-tech enterprise certification [2][3] - The re-certification follows the expiration of their previous high-tech enterprise certificates, with a corporate income tax rate of 15% applicable from 2025 to 2027 [3] - Anqing Feikai has a registered capital of 120 million yuan and specializes in high-tech manufacturing materials, with a focus on UV curing fiber optic cable coating materials, among other products [5] Group 2 - Jiangsu Hecheng New Materials, established in June 2011, has a registered capital of 18 million yuan and dominates the domestic market for TN and STN liquid crystal materials with a 70% market share [5] - The company is also a pioneer in mass-producing color STN liquid crystal products and has developed a new type of monomer material for TFT applications, breaking international patent monopolies [5] - Feikai Materials plans to invest 20 million yuan in Jingdezhen Naichuang Ceramics to optimize its industrial layout and explore strategic development opportunities in new materials [7][8] Group 3 - The investment will increase the registered capital of Jingdezhen Naichuang Ceramics to 26 million yuan, with existing shareholders waiving their preemptive rights [9] - The company is focusing on semiconductor photoresists and has achieved stable mass production of i-line photoresists and related materials, which have been validated by downstream customers [10] - In the fiber optic cable sector, Feikai maintains a high market share and is exploring applications for its coating materials in special fibers, including those required for AI data centers [11] Group 4 - Feikai Materials expects a net profit attributable to shareholders of 350 million to 455 million yuan for the fiscal year 2025, representing a year-on-year growth of 42.07% to 84.69% [12][13] - The growth is driven by strong demand in the semiconductor materials sector, recovery in the fiber optic cable market, and an expanded market share in liquid crystal materials [12] - The company has also benefited from synergies following the acquisition of Jienzhizhi Liquid Crystal Materials and Jienzhizhi New Materials, enhancing its competitiveness [12]

Group 1 - The core viewpoint of the article is that Feikai Materials is strategically investing in Jingdezhen Naichuang Ceramic Materials Co., Ltd. with a cash injection of 20 million RMB to enter the inorganic materials sector, particularly focusing on precision ceramic substrates [2][3] - Jingdezhen Naichuang Ceramic, established in March 2024, specializes in the R&D, production, and sales of high-performance metallized ceramic substrates, which are crucial for thermal management in high-end applications such as communication RF, laser devices, silicon photonic modules, and chip packaging [2][3] - The investment aligns with Feikai Materials' existing business in organic fine chemicals and aims to fill the gap in its inorganic materials portfolio, enabling a dual-driven business structure of organic and inorganic materials for future growth [3] Group 2 - The demand for core materials in high-end manufacturing is increasing due to the rapid adoption of third-generation semiconductors, automotive-grade chips, and optical communication modules, creating significant market opportunities for inorganic materials like ceramic substrates [3] - Feikai Materials has established a comprehensive business layout in organic synthesis fine chemicals, covering multiple segments including photoresists and electronic chemicals, which are synergistic with the downstream applications of ceramic substrates [3]

证券代码：300398 证券简称：飞凯材料 公告编号：2026-013 上海飞凯材料科技股份有限公司 关于与关联方共同投资暨关联交易的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、关联交易概述 上海飞凯材料科技股份有限公司（以下简称"公司"）于 2026 年 2 月 6 日 召开第五届董事会第二十九次会议，审议通过了《关于拟与关联方共同投资暨关 联交易的议案》，同意公司以现金增资的形式向景德镇奈创陶瓷材料有限公司（以 下简称"景德镇奈创陶瓷"）投资人民币 2,000 万元，其中，人民币 1,666.67 万 元计入景德镇奈创陶瓷的注册资本，剩余人民币 333.33 万元计入资本公积，其 他现有股东放弃本次增资优先认购权。因景德镇奈创陶瓷现有股东上海半导体装 备材料二期私募投资基金合伙企业（有限合伙）为公司关联方，本次投资构成关 联交易。具体内容详见公司于 2026 年 2 月 7 日在巨潮资讯网披露的《关于拟与 关联方共同投资暨关联交易的公告》（公告编号：2026-009）。 二、本次进展情况 2026 年 2 月 11 日，公司及相关方就本次 ...

证券代码：300398 证券简称：飞凯材料 公告编号：2026-012 上海飞凯材料科技股份有限公司 关于召开 2026 年第二次临时股东会的提示性公告 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。 上海飞凯材料科技股份有限公司（以下简称"公司"）于 2026 年 2 月 7 日 在巨潮资讯网上发布了《关于召开 2026 年第二次临时股东会的通知》，公司将 于 2026 年 2 月 26 日（星期四）下午 14:30 召开公司 2026 年第二次临时股东会。 鉴于本次股东会将采用现场表决与网络投票相结合的方式，为了便于各位股东行 使股东会表决权，保护广大投资者合法权益，现再次将有关事项公告如下： 一、召开会议的基本情况 1、股东会届次：2026 年第二次临时股东会 2、会议召集人：公司董事会 3、会议召开的合法、合规性：经公司第五届董事会第二十九次会议审议通 过，决定召开本次股东会。本次股东会会议召开符合有关法律、行政法规、部门 规章、规范性文件和《公司章程》等的规定。 4、会议召开的日期、时间： （1）现场会议时间：2026 年 2 月 26 日（星期四） ...

Core Viewpoint - The article emphasizes the critical importance of photoresist materials in the semiconductor industry, highlighting the need for domestic breakthroughs in China's photoresist production due to geopolitical challenges and technological gaps with international standards [1]. Group 1: Industry Overview - Photoresist is a key material in lithography processes, directly affecting the yield and reliability of electronic devices [1]. - China's photoresist industry has developed slowly due to a late start, resulting in significant technological gaps compared to international standards [1]. Group 2: Company Developments - Feikai Materials has made significant progress in the semiconductor photoresist sector, focusing on i-line photoresist and KrF-compatible Barc materials, which address industry pain points such as standing wave effects [2]. - The company has successfully achieved stable mass production of its products, which have passed customer validation and are now in practical application [2]. Group 3: Financial Performance - Feikai Materials expects a net profit attributable to shareholders to grow by 42.07% to 84.69% in 2025, with a net profit excluding non-recurring gains and losses expected to increase by 35.58% to 76.25% [2][3]. - The semiconductor materials business has significantly benefited from a surge in downstream demand, leading to a notable performance improvement [3]. - The company has developed advanced packaging materials, including advanced packaging photoresist and temporary bonding adhesives, to meet long-term customer needs and support revenue growth [3].