Core Viewpoint - The 2025 China Coatings Industry Future Technology Development Conference was held in Suzhou, focusing on technological innovation and sustainable development in the coatings industry [1] Group 1: Industry Trends - The conference emphasized the importance of digital empowerment and innovation in coatings technology, including smart coatings and special functional coatings [1] - The meeting aimed to align with national strategic policies for industrial innovation and promote high-level technological self-reliance in the coatings sector [1] Group 2: Low-Carbon Development - Chen De presented on low-carbon emission reduction technologies and industrial practices under the dual carbon goals, highlighting explosive market growth in new energy coatings such as battery and electric vehicle coatings [2] - The core competitiveness of low-carbon coatings is defined by environmental performance, policy compliance, and circular ecology, leading to sustainable market penetration [2] Group 3: Company Strategy - The company has accelerated its layout in electronic chemicals and renewable materials, establishing a full industrial chain for carbon reduction from raw material research to end-use applications [2] - The company aims to deepen its "one body, two wings" development strategy, focusing on color technology while expanding into electronic chemicals and circular economy [2]

证券代码：300522 证券简称：世名科技 公告编号：2025-024 公司股东陈敏先生出具的《关于苏州世名科技股份有限公司股份减持计划的告知 函》。计划自公司披露其减持计划公告之日起 3 个交易日后的 3 个月内，以大宗 交易或集中竞价交易方式减持世名科技股份，计划减持数量不超过 2,000,000 股 （含本数），不超过世名科技总股本比例的 0.62%。具体内容详见公司于 2025 年 （公 苏州世名科技股份有限公司 关于股东股份减持计划期限届满的公告 股东陈敏保证向本公司提供的信息内容真实、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。 特别提示： 告编号：2025-002）。 计划实施情况的告知函》，截至 2025 年 6 月 23 日，陈敏先生本次减持计划已实 施完成，现将本次减持计划实施情况公告如下： 一、股东减持情况 为世名科技首次公开发行股票并上市前持有的股份及资本公积转增股份。具体情 况如下： 减持均价 减持股数 减持比例 股东名称 减持方式 减持期间 （元） （股） （%） 陈敏 集中竞价交易 13.25 1,250 ...

证券代码：300522 证券简称：世名科技 公告编号：2025-024 股东陈敏保证向本公司提供的信息内容真实、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。 特别提示： 1、苏州世名科技股份有限公司（以下简称"公司"）于 2025 年 3 月 18 日收到 公司股东陈敏先生出具的《关于苏州世名科技股份有限公司股份减持计划的告知 函》。计划自公司披露其减持计划公告之日起 3 个交易日后的 3 个月内，以大宗 交易或集中竞价交易方式减持世名科技股份，计划减持数量不超过 2,000,000 股 （含本数），不超过世名科技总股本比例的 0.62%。具体内容详见公司于 2025 年 3 月 19 日在巨潮资讯网上披露的《关于部分股东股份减持计划的预披露公告》（公 告编号：2025-002）。 2、公司于近日收到陈敏先生出具的《关于苏州世名科技股份有限公司减持 计划实施情况的告知函》，截至 2025 年 6 月 23 日，陈敏先生本次减持计划已实 施完成，现将本次减持计划实施情况公告如下： 一、股东减持情况 1、陈敏先生通过集中竞价交易方式减持公 ...

Group 1: Company Strategy and Developments - The company aims to enhance its product performance through the acquisition of a stake in Beijing Dingcai, leveraging its expertise in LCD display color photoresist products [3] - The company has approved a capital increase plan during the 2024 annual shareholders' meeting held on May 9, 2025, with further updates to be disclosed through legal media [4] - A joint venture with TCL Capital has been approved by the board on May 29, 2025, pending regulatory approvals [4] Group 2: Market Position and Competitive Advantage - The company holds a total of 135 valid patents, including 84 invention patents, primarily in the fields of nano coloring materials and electronic chemicals, enhancing its market competitiveness [5] - The traditional business remains a stable revenue source, while the emerging electronic chemicals segment is viewed as a growth engine for future development [6] Group 3: Financial and Investor Relations - The company is open to cash dividends in accordance with regulatory guidelines, contingent on meeting cash dividend conditions [6] - The company emphasizes the importance of rational investment and risk awareness among investors, ensuring that all significant information is disclosed accurately and timely [6]

Core Viewpoint - The article discusses the strategic partnership between Shiming Technology and TCL Industrial Investment to establish a joint venture focused on display photolithography color paste, enhancing their competitive edge in the display materials sector [2][4]. Group 1: Joint Venture Details - Shiming Technology and TCL Industrial Investment will jointly invest in a new company named "Changshu Shihua New Materials Co., Ltd." with a registered capital of 20 million RMB, where Shiming holds 66% and TCL holds 34% [2][3]. - The joint venture will be located in Jiangsu Changshu New Materials Industrial Park and will focus on the research and sales of display photolithography color paste [2][4]. Group 2: Financial Performance - In 2024, Shiming Technology reported a revenue of 697 million RMB, a year-on-year increase of 2.3%, and a net profit attributable to shareholders of 22.62 million RMB, up 25.61% year-on-year [4]. Group 3: Investment in Beijing Dingcai - Shiming Technology announced the acquisition of approximately 1.91% of Beijing Dingcai Technology Co., Ltd. for 20.02 million RMB, aiming to enhance collaboration in the field of electronic materials [5][7]. - Beijing Dingcai specializes in OLED organic light-emitting materials and photolithography materials, with successful mass production of high-generation color photolithography and flexible AMOLED display materials [7]. Group 4: Strategic Implications - The partnership with TCL is expected to leverage TCL's resources in the display panel industry to promote the independent development of photolithography-specific nano pigment dispersion technology [4]. - The collaboration aims to create a closed-loop industry chain in the LCD display color photolithography sector, enhancing both companies' capabilities in material supply, technology development, and mass production [7].

证券代码：300522 证券简称：世名科技 公告编号：2025-021 苏州世名科技股份有限公司 关于转让控股子公司部分股权的公告 1、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5月29日召开第五届董事会第十四次会议，审议通过《关于转让控股子公司部 分股权的议案》，公司与广东经道科技有限公司（以下简称"经道科技"）签署 了《岳阳凯门水性助剂有限公司之股权转让协议》，将控股子公司岳阳凯门水性 助剂有限公司（以下简称"凯门助剂"）40%股权（第一期：转让15%股权、第 二期：转让25%股权）以人民币7,840万元（第一期转让款：2,940万元、第二期 转让款：4,900万元）的价格转让给经道科技。本次交易全部完成后，公司将持 有凯门助剂25.93%股权，公司全资子公司昆山世盈资本管理有限公司持有凯门助 剂0.07%股权，凯门助剂不再纳入公司合并报表范围。 2、经初步测算，若本次交易全部完成，对公司本期及未来财务状况和经营 成果不会产生重大影响。具体影响金额以经审计的年报财务报表为准。 3、本次交易可能存在因买卖双方无法履约等因素导致交易无法实施的风险， 敬请广大投资者理性投资，注意投 ...

证券代码：300522 证券简称：世名科技 公告编号：2025-023 苏州世名科技股份有限公司 关于对外投资设立合资公司的公告 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、对外投资概述 苏州世名科技股份有限公司（以下简称"公司"或"世名科技"或"苏州世名"） 于2025年5月29日召开第五届董事会第十四次会议审议通过了《关于对外投资设 立合资公司的议案》，同意公司与厦门 TCL 科技产业投资有限公司（以下简称 "TCL 产投"）共同出资设立合资公司"常熟世华新材料有限公司"（暂定名，以 工商行政管理部门核准的名称为准，以下简称"合资公司"）并与 TCL 产投签订 《合资协议》。合资公司注册资本2,000万元人民币，其中公司以自有资金出资1,320 万元，占合资公司注册资本的66%；TCL 产投出资680万元，占合资公司注册资 本的34%，主营业务为显示光刻胶色浆的研发和销售。合资公司成立后，将纳入 公司合并报表范围。公司董事会授权公司管理层具体实施该事项，包括但不限于 签署与本次对外投资事项相关的协议及文件。 根据《公司章程》等相关规定，本次对外投资 ...

关于对外投资购买股权的公告 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、交易概述 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5月29 日召开第五届董事会第十四次会议审议通过了《关于对外投资购买股权的议案》 同意公司与陕西省义禧循环经济高技术创业投资基金（有限合伙）（以下简称"义 禧投资"）签订《北京鼎材科技有限公司之股权转让协议书》（以下简称"股权转 让协议"），公司将使用自有资金人民币2,002万元收购义禧投资持有的北京鼎材 科技有限公司（以下简称"北京鼎材"或"标的公司"）1.9066%的股权。本次交易完 成后，北京鼎材不纳入公司合并报表范围内，对公司业绩不会产生重大影响。 证券代码：300522 证券简称：世名科技 公告编号：2025-022 苏州世名科技股份有限公司 根据《公司章程》等相关规定，本次对外投资事项在董事会审批权限范围内， 无需提交股东大会审议批准。同时本次对外投资事项不构成关联交易，也不构成 《上市公司重大资产重组管理办法》规定的上市公司重大资产重组。 二、交易对方基本情况 1、公司名称：陕西省义禧循环 ...

证券代码：300522 证券简称：世名科技 公告编号：2025-020 第五届董事会第十四次会议决议公告 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、董事会会议召开情况 1、本次董事会由董事长陆勇先生召集，会议通知于2025年5月24日以电话通 知、电子邮件等通讯方式发出。 2、本次董事会于2025年5月29日在公司办公楼十楼会议室召开，采取现场表 决结合通讯表决的方式进行表决。 3、本次董事会应出席董事5人，实际出席董事5人，其中陆勇先生、张华东 先生、吴鹏先生以现场方式参与表决，张善谦先生、孙红星女士以通讯方式参与 表决。 4、本次董事会由董事长陆勇先生召集并主持，部分高级管理人员列席了本 次会议。 苏州世名科技股份有限公司 州世名科技股份有限公司关于转让控股子公司部分股权的公告》。 表决结果：同意 5 票，反对 0 票，弃权 0 票。 2、审议通过《关于对外投资设立合资公司的议案》 5、本次董事会会议的召集、召开和表决程序符合《中华人民共和国公司法》 等法律法规和《公司章程》的有关规定。 二、董事会会议审议情况 1、审议通过《关于转让控股子公司部 ...

Investment Rating - Industry Rating: Outperform the market (maintained rating) [4] Core Viewpoints - The carbon fiber market is currently at a stage of price stabilization, with potential for further price wars due to rapid capacity release by some companies. However, the original fiber segment remains limited, suggesting that price reductions in this area are unlikely. Companies such as Jilin Carbon Valley are recommended for attention [3] - In the electronic materials sector, the demand for foldable smartphones remains strong despite a downturn in consumer electronics. The continuous decline in industry price bands is expected to further stimulate downstream demand, creating a positive feedback loop. The report maintains a positive outlook for the penetration of foldable smartphones over the next 3-5 years, with key recommendations including Shiming Technology and Kaisheng Technology [3] - In the renewable materials sector, the photovoltaic demand continues to grow rapidly, but the expansion across the industry chain is also significant, indicating a need for market clearing. The wind power sector is seeing increased capacity, particularly in offshore wind, with a recommendation for Times New Material [4] Summary by Sections Market Review - The new materials index increased by 0.6%, underperforming the CSI 300 index by 0.5 percentage points. Notable performances include a 2.9% increase in the carbon fiber index and a 3.1% increase in the paint and ink index [11] Key Focus Areas - The price of wet 3K carbon fiber has increased by approximately 4%, driven by demand from the low-altitude economy and significant export growth. The price before the adjustment ranged from 150,000 to 400,000 yuan per ton [8] Long-term Perspectives - Carbon Fiber: The T300 large tow is at a price bottom, with potential for price wars in the carbon fiber segment. Jilin Carbon Valley is highlighted as a key player [3] - Electronic Materials: The report emphasizes the growth potential of foldable smartphones and recommends Shiming Technology and Kaisheng Technology [3] - Renewable Materials: The photovoltaic sector is expected to maintain strong demand, while the wind power sector is experiencing significant growth, with Times New Material recommended [4]