Core Insights - The electronic chemicals sector experienced a rise of 1.36% on October 9, with Debang Technology leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Stock Performance Summary - Debang Technology (688035) closed at 61.74, with a significant increase of 11.95%, and a trading volume of 123,300 shares, resulting in a transaction value of 745 million [1] - Guoci Materials (300285) also saw a notable rise of 11.56%, closing at 24.90, with a trading volume of 484,500 shares and a transaction value of 1.155 billion [1] - Other notable performers included Jin Hong Gas (688106) with an 8.20% increase, closing at 21.38, and Zhongju Chip (688549) with a 4.74% increase, closing at 10.39 [1] Fund Flow Analysis - The electronic chemicals sector saw a net outflow of 643 million from main funds, while retail investors contributed a net inflow of 367 million [2] - Speculative funds recorded a net inflow of 276 million into the sector [2]

Core Viewpoint - Feikai Materials has shown significant stock performance and financial growth, indicating a positive outlook for the company in the high-tech materials sector [1][2]. Financial Performance - As of September 19, 2025, Feikai Materials achieved 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]. - Cumulatively, the company has distributed 318 million yuan in dividends since its A-share listing, with 137 million yuan distributed over the last three years [3]. Stock Performance - The stock price of Feikai Materials increased by 66.87% year-to-date, with a 2.59% rise over the last five trading days, 14.17% over the last twenty days, and 28.82% over the last sixty days [1]. - As of September 30, the stock was trading at 26.19 yuan per share, with a market capitalization of 14.848 billion yuan [1]. Shareholder Information - The number of shareholders increased to 62,200 as of September 19, 2025, reflecting a 4.95% rise [2]. - The average number of circulating shares per shareholder decreased by 4.72% to 9,064 shares [2]. - Notable institutional holdings include Southern CSI 1000 ETF, which increased its holdings by 102,170 shares, and Hong Kong Central Clearing Limited, which reduced its holdings by 190,900 shares [3]. Business Overview - Feikai Materials specializes in the research, production, and sales of new materials, particularly ultraviolet curing materials, with a revenue breakdown of 52.32% from display materials, 24.51% from semiconductor materials, and 22.78% from ultraviolet curing materials [1]. - The company is classified under the electronic chemicals industry and is involved in several concept sectors, including photolithography and advanced packaging [1].

Group 1 - The company announced the convening of the fourth extraordinary general meeting of shareholders on September 19, 2025, to review the proposal for amendments [2] - The convertible bonds "Feikai Convertible Bonds" began conversion on June 3, 2021, and will be delisted from the Shenzhen Stock Exchange on May 30, 2025 [2] - A total of 53,255,222 shares were converted during the conversion period, with 1,978,140 shares sourced from repurchased treasury shares and 51,277,082 shares from newly issued shares [2] Group 2 - Following the conversion, the company's registered capital increased from 515,669,368 yuan to 566,946,450 yuan [2] - The company has completed the necessary business registration changes and the filing of the amended Articles of Association, obtaining a new business license from the Shanghai Market Supervision Administration [2]

证券代码：300398 证券简称：飞凯材料 公告编号：2025-129 上海飞凯材料科技股份有限公司 关于公司完成工商变更登记并换发营业执照的公告 统一社会信用代码：913100007381411253 名称：上海飞凯材料科技股份有限公司 类型：股份有限公司（港澳台投资、上市） 住所：上海市宝山区潘泾路 2999 号 法定代表人：ZHANG JINSHAN 注册资本：人民币 56,694.6450 万 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于 2025 年 9 月 19 日召开 2025 年第四次临 时股东会，审议通过了《关于修改<公司章程>的议案》。公司发行的可转换公 司债券"飞凯转债"于 2021 年 6 月 3 日开始转股，并自 2025 年 5 月 30 日起在 深圳证券交易所摘牌。转股期限内，"飞凯转债"累计转股数量为 53,255,222 股。其中，1,978,140 股的股份来源为公司回购库存股，51,277,082 股的股份来源 为新增股份，即公司总股本因"飞凯转债"转股累计增加 51,277,082 股。 ...

证券代码：300398 证券简称：飞凯材料 公告编号：2025-128 上海飞凯材料科技股份有限公司 关于公司及控股子公司担保进展的公告 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。 一、担保情况概述 上海飞凯材料科技股份有限公司（以下简称"公司"）于 2025 年 3 月 24 日召开第五届董事会第二十次会议和第五届监事会第十八次会议，审议通过了 《关于 2025 年度向金融机构及类金融企业申请综合授信额度及预计担保额度的 议案》，2025 年 4 月 9 日，公司召开 2025 年第二次临时股东会审议通过上述议 案。根据公司 2025 年度的经营规划，为支持公司及控股子公司生产经营和业务 发展的资金需要，公司及控股子公司计划 2025 年度向金融机构及类金融企业申 请总额不超过人民币 35 亿元（或等值外币）（含，该额度含 2025 年前已履行但 尚未全额归还的融资款项）的综合授信额度，有效期自股东会审议通过之日起 12 个月内有效，在授信期限内，授信额度可滚动循环使用。 针对上述申请的综合授信，公司及控股子公司将根据实际情况和金融机构及 类金融企业要求 ...

Group 1 - The core point of the news is that Feikai Materials experienced a 5.1% drop in stock price, reaching 25.66 CNY per share, with a trading volume of 1.028 billion CNY and a turnover rate of 6.97%, resulting in a total market capitalization of 14.548 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 [1] - The company's main business revenue composition includes: display materials (52.32%), semiconductor materials (24.51%), ultraviolet curing materials (22.78%), and others (0.40%) [1] Group 2 - Among the top ten circulating shareholders of Feikai Materials, Huaxia Fund's Huaxia CSI 1000 ETF (159845) entered the list in the second quarter, holding 2.4722 million shares, which accounts for 0.44% of the circulating shares [2] - The estimated floating loss for Huaxia CSI 1000 ETF today is approximately 3.4116 million CNY [2] - The fund was established on March 18, 2021, with a latest scale of 38.227 billion CNY, and has achieved a year-to-date return of 27.29%, ranking 2093 out of 4220 in its category [2]

Core Viewpoint - Feikai Materials experienced a 5.1% decline in stock price, closing at 25.66 CNY per share, with a trading volume of 1.028 billion CNY and a turnover rate of 6.97%, resulting in a total market capitalization of 14.548 billion CNY [1] Company Overview - Shanghai Feikai Materials Technology Co., Ltd. was established on April 26, 2002, and went public on October 9, 2014. The company specializes in the research, production, and sales of new materials, particularly ultraviolet curing materials suitable for high-tech applications [1] - The revenue composition of the company is as follows: display materials 52.32%, semiconductor materials 24.51%, ultraviolet curing materials 22.78%, and others 0.40% [1] Shareholder Information - Among the top ten circulating shareholders of Feikai Materials, a fund under Southern Fund holds a significant position. The 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 [2] - The estimated floating loss for the Southern CSI 1000 ETF today is approximately 5.7877 million CNY [2] Fund Manager Profile - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 6 years and 325 days. The total asset size of the fund is 94.976 billion CNY, with the best fund return during the tenure being 137.49% and the worst being -15.93% [3]

上海飞凯材料科技股份有限公司（以下简称"公司"）于 2025 年 3 月 24 日召开第五届董事会第二十次会议和第五届监事会第十八次会议，审议通过了 《关于 2025 年度向金融机构及类金融企业申请综合授信额度及预计担保额度的 议案》，2025 年 4 月 9 日，公司召开 2025 年第二次临时股东会审议通过上述议 案。根据公司 2025 年度的经营规划，为支持公司及控股子公司生产经营和业务 发展的资金需要，公司及控股子公司计划 2025 年度向金融机构及类金融企业申 请总额不超过人民币 35 亿元（或等值外币）（含，该额度含 2025 年前已履行但 尚未全额归还的融资款项）的综合授信额度，有效期自股东会审议通过之日起 12 个月内有效，在授信期限内，授信额度可滚动循环使用。 针对上述申请的综合授信，公司及控股子公司将根据实际情况和金融机构及 类金融企业要求，为相关债务人所产生的债务提供总额度不超过人民币 35 亿元 （或等值外币）（含）的担保，实际担保金额和具体担保对象将根据公司及控股 子公司业务需要与相关金融机构协商确定。在未超过预计担保总额的前提下，公 司及控股子公司之间的担保额度可以调剂使用，但资产 ...

Group 1 - The large fund concept sector experienced a significant increase, with notable stocks such as Tongfu Microelectronics hitting the daily limit [1] - Other companies that saw substantial gains include Changchuan Technology, Nanda Optoelectronics, Jingrui Electric Materials, Northern Huachuang, Yake Technology, and Feikai Materials [1]

Group 1 - The core viewpoint of the news is that Feikai Materials has experienced a significant stock price increase, rising 5.52% on September 24, reaching 26.94 yuan per share, with a total market capitalization of 15.274 billion yuan [1] - Feikai Materials has seen a cumulative increase of 14.08% over the past six days, indicating strong market performance [1] - The company's main business segments include screen display materials (52.32%), semiconductor materials (24.51%), and UV curing materials (22.78%) [1] Group 2 - Among the top shareholders, the Southern Fund's Southern CSI 1000 ETF (512100) increased its holdings by 1.0217 million shares in the second quarter, now holding 4.194 million shares, which is 0.74% of the circulating shares [2] - The Southern CSI 1000 ETF has generated a floating profit of approximately 5.9135 million yuan today and 13.211 million yuan during the six-day increase [2] - The fund has a total scale of 64.953 billion yuan and has achieved a year-to-date return of 25.67% [2] Group 3 - The fund manager of Southern CSI 1000 ETF is Cui Lei, who has been in the position for 6 years and 323 days, with a total asset scale of 94.976 billion yuan [3] - During Cui Lei's tenure, the best fund return was 139.52%, while the worst was -15.93% [3]