每经AI快讯，有投资者在投资者互动平台提问：公司最近要和国内大型海工装备企业签订供货合同， 为何迟迟没有公布？ 广信材料（300537.SZ）10月10日在投资者互动平台表示，海工装备由于面临高盐高湿高温等极端恶劣 环境是涂料领域门槛最高的领域之一，长期被国际巨头所垄断，存在较高的市场进入门槛、性能测试周 期、客户验证周期。在海工装备涂料领域，现阶段公司将重点优先开拓海上油气平台装备、海域矿业设 施、港口机械装备等高端海工装备涂料战略核心市场，为业主、客户开发实现提质增效降本减排的环保 型长效可持续防护新型解决方案，目前公司新型高性能石墨烯重防腐涂料解决方案已经通过NORSOK M-501标准检测及部分客户现场测试。根据目前测试和推广进度，预计在今年四季度至明年二季度之间 形成相关领域战略核心客户的批量销售应用，具体供应情况请关注公司公告等相关信息披露情况。 （文章来源：每日经济新闻） ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300260 | 新菜应材 | 1 | 14.62 | 213亿 | 93.05 | | 000969 | 安泰科技 | 1 | 9.99 | 172亿 | 49.45 | | 002409 | 雅克科技 | 1 | 5.98 | 409亿 | 49.76 | | 002816 | *ST和科 | | 5.00 | 21.00亿 | 42.57 | | 603360 | 百傲化学 | 1 | 4.80 | 196亿 | 78.25 | | 300537 | 广信材料 | | 3.99 | 55.73亿 | 35.59 | | 002549 | 凯美特气 | 1 | 3.63 | 163亿 | 281.73 | | 600353 | 旭光电子 | 1 | 3.42 | 158亿 | 165.50 | | 603125 | 常青科技 | 1 | 3.16 | 71.33亿 | 33.97 | | 301209 | 联合化学 | | 3.01 | 144亿 | ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | --- | | 688035 | 德邦科技 | 61.74 | 11.95% | | 12.33万 | | 7.45亿 | | 300285 | 国瓷材料 | 24.90 | 11.56% | | 48.45万 | | 11.55 Z | | 688106 | 金宏气体 | 21.38 | 8.20% | | 32.68万 | | 2006.9 | | 688549 | 中巨芯 | 10.39 | 4.74% | 1 | 77.22万 | | 8.00亿 | | 688150 | 莱特光电 | 25.79 | 4.50% | | 10.84万 | | 2.78亿 | | 002741 | 光华科技 | 22.96 | 3.56% | | 31.04万 | | 7.11亿 | | 688548 | 广钢气体 | 12.65 | 2.76% | | 23.62万 | | 2.97亿 | | 600330 | 天通股份 | 11.15 | ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301630 | 同宇新材 | 203.43 | -2.74% | 1.36万 | 2.80亿 | | 603931 | 格林达 | 29.05 | -2.19% | 5.69万 | 1.66亿 | | 002584 | 西陇科学 | 9.11 | -2.15% | 53.15万 | 4.88亿 | | 300236 | 上海新阳 | 61.77 | -1.33% | 15.57万 | 9.61亿 | | 300429 | 强力新材 | 14.14 | -1.26% | 23.90万 | 3.38亿 | | 688550 | 瑞联新材 | 50.20 | -1.18% | 4.15万 | 2.08亿 | | 688268 | 华特气体 | 63.99 | -1.17% | 4.01万 | 2.56亿 | | 300285 | 国瓷材料 | 22.27 | -0.93% | 21.37万 | 4.79亿 | | 300576 | 容大感光 | + 3 ...

Core Insights - The company Guangxin Materials (300537.SZ) is focusing on developing eco-friendly, long-lasting protective solutions in the marine coatings sector, particularly targeting offshore oil and gas platforms, marine mining facilities, and port machinery equipment [2] Company Strategy - The company aims to prioritize strategic core markets in marine equipment coatings to enhance quality, efficiency, cost reduction, and emissions reduction for its clients [2] - The company is currently in the process of market testing and promotion, with expectations to establish bulk sales applications with strategic core customers in the relevant fields between Q4 of this year and Q2 of next year [2]

Group 1 - The company, Guangxin Materials, participated in the Harbin General Machinery Exhibition and engaged with potential high-end equipment component customers, particularly in marine and petrochemical sectors [2] - At the Nantong Shipbuilding Marine Engineering Exhibition, the company also connected with potential marine engineering equipment customers, currently in the early stages of demand and technical discussions [2]

Group 1 - The company, Guangxin Materials (300537.SZ), has stated that it has not yet engaged in any transactions with the navy in the marine coatings sector as of now [1]

Group 1 - The company Guangxin Materials reported that as of September 19, 2025, the number of its shareholders reached 28,724 [2]

Group 1 - The core viewpoint of the news is that Guangxin Materials has seen a significant stock price increase of 5.26%, reaching 25.40 CNY per share, with a trading volume of 1.67 billion CNY and a turnover rate of 4.64%, resulting in a total market capitalization of 5.278 billion CNY [1] - Guangxin Materials, established on May 12, 2006, and listed on August 30, 2016, specializes in the research, production, and sales of photosensitive materials suitable for high-tech fields, with its main business revenue composition being 62.02% from photoresists and supporting materials, 37.97% from functional coatings, and 0.02% from other sources [1] Group 2 - From the perspective of fund holdings, one fund under Penghua Fund has a significant position in Guangxin Materials, with the Penghua Vision Select Mixed Initiated A Fund (019820) holding 24,800 shares, accounting for 3.08% of the fund's net value, ranking as the eighth largest holding [2] - The Penghua Vision Select Mixed Initiated A Fund, established on November 28, 2023, has a latest scale of 15.7298 million CNY, with a year-to-date return of 77.46%, ranking 201 out of 8,172 in its category, and a one-year return of 107.41%, ranking 395 out of 7,980 [2] Group 3 - The fund manager of the Penghua Vision Select Mixed Initiated A Fund is Wang Zijian, who has been in the position for 4 years and 228 days, managing total assets of 2.27 billion CNY, with the best fund return during his tenure being 79.25% and the worst being -28.9% [3]

湖南启元律师事务所 HUNAN QIYUAN LAW FIRM 长沙市芙蓉区建湘路 393 号 世茂环球金融中心 63 层 410000 Tel：(0731) 8295 3778 Fax：(0731) 8295 3779 http://www.qiyuan.com 湖南启元律师事务所 关于江苏广信感光新材料股份有限公司 2025 年第一次临时股东大会的 法律意见书 致：江苏广信感光新材料股份有限公司 1、2025 年 8 月 27 日，公司第五届董事会第十六次会议审议通过《关于提 请召开 2025 年第一次临时股东大会的议案》，决定召开本次股东大会。 2、2025 年 8 月 28 日，公司董事会在中国证监会指定报刊媒体和巨潮资讯 网站上公告了关于召开本次股东大会的通知，载明了本次股东大会的召集人、时 间、地点、召开方式、议案、出席人员和会议登记方法等内容，确定股权登记日 为 2025 年 9 月 9 日。 3、本次股东大会采用现场表决与网络投票相结合的方式召开。 本次股东大会通过深圳证券交易所交易系统和互联网投票系统进行网络投 票，其中，通过深圳证券交易所交易系统进行网络投票的具体时间为 2025 年 9 ...