SUNMUN TECHNOLOGY(300522)
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电子布成AI时代关键材料,低介电产品供不应求,赛道红利持续释放,头部企业成长空间全面打开
Xin Lang Cai Jing· 2026-02-11 10:16
Group 1 - International Composite Materials (301526) is a core supplier of electronic-grade glass fiber and products in China, focusing on high-performance glass fiber material research and production, with a full industry chain layout advantage in electronic cloth [1][21] - The company’s main business includes electronic-grade glass fiber yarn, electronic cloth, and composite material products, widely used in copper-clad laminates (CCL) and printed circuit board (PCB) manufacturing, featuring electrical insulation and fire resistance [1][21] - The company is focusing on high-end products such as low-dielectric electronic cloth, suitable for high-speed PCB scenarios like AI servers and data centers, with production capacity and technical strength among the industry leaders [1][21] Group 2 - Honghe Technology (603256) is a leading enterprise in the global mid-to-high-end electronic-grade glass cloth segment, breaking international monopolies in ultra-thin and extremely thin electronic cloth [2][22] - The company’s main business focuses on the research, production, and sales of electronic-grade glass fiber yarns and fabrics, with applications covering various electronic devices including mobile phones, computers, and AI servers [2][22] - As a core supplier to global top copper-clad board manufacturers, the company has a significant competitive advantage in high-end PCB manufacturing, especially in AI computing-related high-speed PCB fields [2][22] Group 3 - China National Materials (002080) is a comprehensive leader in the new materials sector, leveraging state-owned enterprise resources to maintain industry leadership in glass fiber and wind power blades [3][23] - The company’s main business includes glass fiber and products, wind power blades, and lithium battery separators, with glass fiber being a core segment [3][23] - The company’s subsidiary, Taishan Glass Fiber, developed the first generation of low-dielectric fine yarn and electronic cloth, which won a global leading ICT manufacturer’s "Technology Breakthrough Award" [3][23] Group 4 - China Jushi (600176) is the absolute leader in the global glass fiber industry, with production capacity and technical strength at the forefront globally [4][24] - The company has built a full industry chain advantage from glass fiber yarn to electronic cloth, with products widely used in construction, electronics, and automotive sectors [4][24] - The company’s electronic cloth production capacity ranks among the top globally, with significant cost advantages in self-developed low-dielectric glass fiber (TLD-glass) [4][24] Group 5 - Jinan Guojin (002636) is a key player in the copper-clad board industry, with a complete electronic materials industry chain layout [5][25] - The company focuses on the research and production of copper-clad boards and related materials, maintaining a stable market share in East China [5][25] - The company’s electronic-grade glass fiber cloth is a core raw material for copper-clad boards, enabling effective cost reduction through in-house production [5][25] Group 6 - Hongchang Electronics (603002) is an important enterprise in the domestic electronic-grade epoxy resin and copper-clad board sector, covering core upstream and downstream segments of electronic cloth [6][26] - The company has established long-term partnerships with major domestic PCB manufacturers, focusing on the production and sales of electronic-grade epoxy resin, copper-clad boards, and semi-cured sheets [6][26] - The company benefits indirectly from the development of the electronic cloth industry through its copper-clad board business [6][26] Group 7 - Filihua (300395) is a leading enterprise in the global quartz glass materials sector, being the only company in China to achieve mass production of high-end quartz electronic cloth (Q cloth) [7][27] - The company’s main business focuses on the research, production, and sales of quartz glass and products, with applications in high-end fields such as semiconductors and optical communications [7][27] - The company’s third-generation quartz cloth has a dielectric constant as low as 2.3, making it a core enhancement material for M9 copper-clad boards [7][27] Group 8 - Changhai Co., Ltd. (300196) is an important enterprise in the domestic glass fiber and composite materials industry, focusing on high-end electronic cloth business through its subsidiaries [8][28] - The company’s main business includes glass fiber yarn, glass fiber products, and composite materials, with a stable production capacity layout in East China [8][28] - The company’s subsidiary, Guangyuan New Materials, focuses on producing low-dielectric electronic cloth and electronic yarn, entering the high-end PCB materials market [8][28] Group 9 - Jiuding New Materials (002201) is one of the leading enterprises in the domestic electronic cloth industry, with deep accumulation in glass fiber and composite materials [9][30] - The company’s main business includes glass fiber products, composite materials, and wind power blades, with electronic cloth being a core segment [9][30] - The company is continuously advancing the research and development of special glass fibers and electronic cloth, with significant revenue growth expected in the second quarter of 2025 [9][30] Group 10 - Shandong Glass Fiber (605006) is an important enterprise in the domestic glass fiber industry, with electronic cloth being a key focus area [10][31] - The company leverages the glass fiber industry cluster advantage in Shandong, steadily expanding its production capacity [10][31] - The company is focusing on mid-to-high-end electronic cloth products, adapting to the upgrading needs of the PCB industry [10][31]
世名科技:关于控股股东部分股份质押的公告
Zheng Quan Ri Bao Zhi Sheng· 2026-01-26 11:38
证券日报网讯 1月26日,世名科技发布公告称,公司近日收到公司控股股东江苏锋晖新能源发展有限公 司的通知,获悉其于近日将所持有的部分公司股份办理了质押的业务,本次质押数量合计12,200,000 股。 (编辑 任世碧) ...
世名科技(300522) - 苏州世名科技股份有限公司关于控股股东部分股份质押的公告
2026-01-26 08:30
苏州世名科技股份有限公司(以下简称"公司")近日收到公司控股股东江苏 锋晖新能源发展有限公司(以下简称"江苏锋晖")的通知,获悉其于近日将所持 有的部分公司股份办理了质押的业务,现将有关情况公告如下: 苏州世名科技股份有限公司 证券代码:300522 证券简称:世名科技 公告编号:2026-003 关于控股股东部分股份质押的公告 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。 | | (股) | 例(%) | 质押股份数 | 质押股份数 | 持股份 | 总股本 | 情况 | | 情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 量(股) | 量(股) | 比例 | 比例 | | | | | | | | | | | (%) | (%) | 已质押股 | 占已质押 | 未质押股份 | 占未质押 | | | | | | | | | 份限售和 | 股份比例 | 限售和冻结 | 股份比例 | | | | | | | | | 冻结数量 | | | | | | ...
世名科技:关于控股股东部分股份质押及解除质押的公告
Zheng Quan Ri Bao· 2026-01-20 13:34
Core Viewpoint - Recently, Shiming Technology announced that its controlling shareholder, Jiangsu Fenghui New Energy Development Co., Ltd., has pledged and released part of its shares [2] Group 1: Share Pledge and Release - Jiangsu Fenghui pledged 11,500,000 shares on January 19, 2026, which accounts for 21.01% of its holdings and 3.57% of the company's total share capital [2] - On January 15, Jiangsu Fenghui released the pledge of 27,372,911 shares, representing 50% of its holdings and 8.49% of the company's total share capital [2]
世名科技(300522) - 苏州世名科技股份有限公司关于控股股东部分股份质押及解除质押的公告
2026-01-20 08:45
苏州世名科技股份有限公司 关于控股股东部分股份质押及解除质押的公告 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。 苏州世名科技股份有限公司(以下简称"公司")近日收到公司控股股东江苏 锋晖新能源发展有限公司(以下简称"江苏锋晖")的通知,获悉其于近日将所持 有的部分公司股份办理了质押及解除质押的业务,现将有关情况公告如下: 一、股东股份质押及解除质押情况 | | 是否为 | | | | 是否为限 | 是 否 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 控股股 | 本次质押 | 占其所持 | 占公司 | 售股 | 为 | 质押开 | | | 质押 | | 股东名称 | 东及其 | 数量 | 股份比例 | 总股本 | (如是, | 补 | 始日 | 质押到期日 | 质权人 | 用途 | | | 一致行 | (股) | | 比例 | 注明限售 | 充 | | | | | | | 动人 | | | | 类型) | 质 | | | | | | | | ...
世名科技:控股股东部分股份质押及解除质押,占总股本3.57%
Xin Lang Cai Jing· 2026-01-20 08:40
Core Viewpoint - The announcement from Shiming Technology indicates that its controlling shareholder, Jiangsu Fenghui, has engaged in share pledge and release activities, which are primarily for bank financing purposes [1] Group 1: Share Pledge Details - On January 19, 2026, Jiangsu Fenghui pledged 11.5 million shares, representing 21.01% of its holdings and 3.57% of the total share capital [1] - The pledge was made to Industrial Bank's Suzhou branch to enhance bank financing [1] Group 2: Share Release Details - On January 15, 2026, Jiangsu Fenghui released 27.3729 million shares, which accounts for 50% of its holdings and 8.49% of the total share capital [1] - As of the announcement date, the total pledged shares by Jiangsu Fenghui amount to 21.01% of its holdings and 3.57% of the total share capital, indicating no risk of forced liquidation [1]
世名科技:已转让凯门助剂17%股权
Xin Lang Cai Jing· 2026-01-06 08:05
世名科技公告,公司及全资子公司世盈资本与龙眼资本签署协议,以人民币3332万元的价格将子公司凯 门助剂17%股权转让给龙眼资本。截至公告披露日,凯门助剂已完成17%股权的工商变更登记手续并取 得岳阳市云溪区市场监督管理局核发的《备案通知书》。 ...
世名科技(300522) - 苏州世名科技股份有限公司关于转让子公司部分股权暨关联交易的进展公告
2026-01-06 08:00
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、概述 苏州世名科技股份有限公司(以下简称"公司"或"世名科技")于2025年12月 25日召开第五届董事会第十七次会议、第五届独立董事专门会议第六次会议,审 议通过《关于转让子公司部分股权暨关联交易的议案》,公司及公司全资子公司 昆山世盈资本管理有限公司(以下简称"世盈资本"或"全资子公司")与昆山 龙眼资本管理合伙企业(有限合伙)(以下简称"龙眼资本")签署了《岳阳凯 门水性助剂有限公司之股权转让协议》,将子公司岳阳凯门水性助剂有限公司(以 下简称"凯门助剂")17%股权以人民币33,320,000元的价格转让给龙眼资本。 具体内容详见公司2025年12月26日于巨潮资讯网(http://www.cninfo.com.cn)上 披露的《关于转让子公司部分股权暨关联交易的公告》(公告编号:2025-052)。 二、股权转让进展情况 | | 变更前股权结构 | | | --- | --- | --- | | 公司名称 | 公司股东 | 股东持股比例 | | 岳阳凯门水性助剂有限公司 | 广东经道科技有限公司 | ...
世名科技(300522) - 苏州世名科技股份有限公司关于公司股东部分股份质押的公告
2025-12-30 10:46
证券代码:300522 证券简称:世名科技 公告编号:2025-053 关于公司股东部分股份质押的公告 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。 苏州世名科技股份有限公司(以下简称"公司")近日收到公司股东吕仕铭先 生的通知,获悉其于近日将所持有的部分公司股份办理了质押业务,现将有关情 况公告如下: 一、本次股东股份质押情况 | 股东名 | 是否为控 股股东及 | 本次质押 | 占其所 持股份 | 占公司 总股本 | 是否为限 售股(如 | 是否为 补充质 | 质押初始 | | 质押到期 | | 质权人 | 质押用 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 称 | 其一致行 动人 | 数量(股) | 比例 | 比例 | 是,注明限 售类型) | 押 | 交易日 | | 日 | | | 途 | | 吕仕铭 | 否 | 6,820,000 | 9.23% | 2.12% | 否 | 否 | 2025 年 月 26 | 12 日 | 2 ...
世名科技:第五届董事会第十七次会议决议公告
Zheng Quan Ri Bao· 2025-12-25 13:20
Core Viewpoint - Shiming Technology announced the approval of a proposal regarding the transfer of partial equity in its subsidiary and related transactions during the 17th meeting of its fifth board of directors [2] Group 1 - The board meeting focused on the approval of the equity transfer proposal [2] - The announcement indicates ongoing strategic adjustments within the company [2] - The transaction is categorized as a related party transaction, highlighting potential implications for corporate governance [2]