证券代码：300537 证券简称：广信材料 公告编号：2025-049 江苏广信感光新材料股份有限公司 关于为控股子公司、控股孙公司提供担保额度的公告 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 江苏广信感光新材料股份有限公司（以下简称"公司"）于 2025 年 6 月 18 日 召开第五届董事会第十三次会议和第五届监事会第十三次会议，审议通过了《关于为 控股子公司、控股孙公司提供担保额度的议案》，为满足控股子公司、控股孙公司的 发展需要，同意对控股子公司江西广庆新材料科技有限公司（以下简称"江西广庆"） 提供担保不超过人民币 1,000 万元（含）；对控股孙公司汉璞石墨烯（江西）有限公 司（以下简称"江西汉璞"）提供担保不超过人民币 1,000 万元（含）。本次担保额 度有效期限为自 2024 年年度股东大会审议通过之日起至 2025 年年度股东大会召开 日期间。担保范围包括但不限于申请综合授信、贷款、承兑汇票、信用证、保理、保 函等融资业务。担保类型为连带责任担保。 以上担保额度为最高担保额度，实际担保金额以最终签订的担保合同为准。董 ...

Core Viewpoint - Jiangsu Guangxin Materials Co., Ltd. (referred to as "Guangxin Materials") is focusing on expanding its product offerings in various functional coatings and materials, particularly in the fields of electronics, photovoltaics, and marine engineering, while also planning to enhance its industrial coatings segment [1][2]. Group 1: Company Overview - Guangxin Materials specializes in the research, production, and sales of various functional coatings, photoresists, and supporting materials, with core businesses in PCB photoresists and 3C consumer electronics coatings [1]. - In 2024, the revenue from PCB photoresist business is expected to account for 54.44% of the company's total revenue, making it the primary source of income [1]. Group 2: Product Development and Market Expansion - The company has been expanding its product applications into photovoltaic adhesives, display photoresists, automotive coatings, functional films, and metal packaging coatings, in response to domestic and international industry trends [1]. - In the photovoltaic sector, Guangxin Materials has achieved an annual revenue of approximately 50 million yuan from its photovoltaic BC battery insulation adhesives [1]. - The revenue from functional films and metal packaging coatings has surged from 10 million yuan in 2022 to 90 million yuan in 2024, indicating rapid growth in the essential consumption market [1]. Group 3: Future Growth Strategies - The company plans to focus on developing marine coatings and industrial protective coatings as key growth areas while maintaining stable development in existing consumer functional materials [2]. - Guangxin Materials has introduced high-performance, environmentally friendly graphene-based coatings for harsh marine environments and has initiated certification for NORSOKM-501, which is essential for marine engineering equipment protection coatings [2]. - The company anticipates that its high-performance graphene heavy-duty anti-corrosion coatings will begin to see volume production in strategic sectors by the third quarter of 2025 [2]. Group 4: Financial Developments - On June 17, Guangxin Materials announced that it received approval from the China Securities Regulatory Commission for a simplified procedure to issue stocks to specific investors for its project aimed at producing 50,000 tons of electronic photosensitive materials and supporting materials annually, which is expected to generate an average annual revenue of 1.447 billion yuan and a net profit of 128 million yuan [2].

Group 1 - Company Xi Zhong Technology proposed to repurchase shares worth between 75 million and 150 million yuan using excess funds and self-owned funds [1] - Company Yongxi Electronics expects a revenue growth of 16.6% to 28.88% in the first half of the year, with projected revenue between 1.9 billion and 2.1 billion yuan [2] - Company Jingyi Equipment anticipates a revenue increase of 36.54% to 42.48%, with expected revenue between 690 million and 720 million yuan [2][3] Group 2 - Company Haipuri received approval from the European Medicines Agency (EMA) for a new production line for Enoxaparin Sodium injection, with an annual capacity of 330 million doses [4] - Company Inner Mongolia Xinhua plans to merge its wholly-owned subsidiaries to optimize resource allocation and improve operational efficiency [5] - Company Cloud Chemical intends to sign daily related transaction framework agreements with its controlling shareholder to reduce operational costs [7] Group 3 - Company China Software received approval from the China Securities Regulatory Commission for a specific stock issuance [8] - Company Wankong Intelligent's subsidiary won a bid for a project with the State Grid worth approximately 12.17 million yuan [9] - Company Lianlong obtained a patent for an anti-aging agent, which is expected to enhance its product offerings in polymer materials [11] Group 4 - Company Yunlu plans to increase its shares by 4 million to 12 million yuan through stock purchases by its executives [12] - Company Enhua Pharmaceutical's chairman increased his stake by 237,900 shares [14] - Company Daqin Railway announced the resignation of its general manager due to retirement [15] Group 5 - Company Hefei Urban Construction signed a land use rights transfer contract for an industrial site with an area of 78,561.78 square meters, with a payment of 103 million yuan due by July 13, 2025 [16] - Company Taiji Group received a government subsidy of 20 million yuan, representing 75.04% of its projected net profit for 2024 [17] - Company Guodian Nanrui elected a new chairman, Zheng Zongqiang, while he resigned from his previous roles [19] Group 6 - Company Xinhua Medical received a medical device registration certificate for a thromboelastography testing kit [20] - Company Baotailong's subsidiary obtained a mining license for a graphite mine with a production capacity of 2 million tons per year [21] - Company Zejing Pharmaceutical received approval for clinical trials of its innovative cancer treatment drugs [22] Group 7 - Company Aojing Medical's artificial bone repair material received registration approval in Vietnam [23] - Company Chengjian Development received a cash dividend of 90.2169 million yuan from Guoxin Securities [24] - Company Rili Technology proposed a share repurchase plan worth between 10 million and 20 million yuan [25] Group 8 - Company Deshi General Institute received approval to issue up to 1 billion yuan in technology innovation bonds [44] - Company Tongding Interconnect plans to bid for two procurement projects worth approximately 717 million yuan [46] - Company Bangji Technology plans to acquire multiple agricultural companies [46]

Group 1 - Company received approval from the China Securities Regulatory Commission for a stock issuance to specific investors, facilitating the construction and production of its wholly-owned subsidiary Jiangxi Guangzhen's project [1] - The fundraising project involves an investment of 525 million yuan, with 144 million yuan raised, aiming to produce 23,000 tons of various photoresists, 15,000 tons of specialty coatings, and 12,000 tons of self-produced resin annually upon reaching full capacity [1][2] - The project is expected to generate an annual revenue of 1.447 billion yuan and a net profit of 128 million yuan once fully operational [1] Group 2 - Company specializes in various functional coatings, photoresists, and related materials, expanding into photovoltaic adhesives, display photoresists, automotive coatings, functional films, and metal packaging coatings [2] - The fundraising will not only support the upgrade of existing PCB photoresist and UV coating businesses but also extend upstream to self-produced resin, improving sales gross margin [2] - Company is actively developing photovoltaic new materials and has pioneered solutions like photovoltaic BC battery insulation adhesives, positioning itself as a leading supplier in the industry [2] Group 3 - Company plans to focus on developing functional coatings for industrial applications, such as marine coatings and industrial protective coatings, while maintaining steady growth in consumer-oriented functional materials [3] - The global and Chinese anti-corrosion coatings market is projected to reach 333.38 billion yuan by 2029, with the company aiming to enter the high-barrier marine engineering coatings market after passing certification [3] - Successful certification will enable the company to lead domestic alternatives in the high-end marine coatings sector [3]

广信材料（300537）公告，公司于2025年6月16日收到中国证券监督管理委员会出具的《关于同意江苏 广信感光新材料股份有限公司向特定对象发行股票注册的批复》(证监许可〔2025〕1243号)，同意公司 向特定对象发行股票的注册申请。公司董事会将按照上述批复和相关法律法规的要求及公司股东大会的 授权，在规定期限内办理本次以简易程序向特定对象发行股票的相关事宜，并及时履行信息披露义务。 ...

证券代码：300537 证券简称：广信材料 公告编号：2025-044 公司董事会将按照上述批复和相关法律法规的要求及公司股东大会的授权， 在规定期限内办理本次以简易程序向特定对象发行股票的相关事宜，并及时履行 信息披露义务，敬请广大投资者注意投资风险。 特此公告。 江苏广信感光新材料股份有限公司 江苏广信感光新材料股份有限公司 关于 2024 年度以简易程序向特定对象发行股票申请 获得中国证券监督管理委员会同意注册批复的公告 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。 江苏广信感光新材料股份有限公司（以下简称"公司"）于 2025 年 6 月 16 日收到中国证券监督管理委员会出具的《关于同意江苏广信感光新材料股份有限 公司向特定对象发行股票注册的批复》（证监许可〔2025〕1243 号），批复内 容如下： 一、同意你公司向特定对象发行股票的注册申请。 二、你公司本次发行应严格按照报送深圳证券交易所的申报文件和发行方案 实施。 三、你公司应当在本批复作出十个工作日内完成发行缴款。 四、自同意注册之日起至本次发行结束前，你公司如发生重大事项，应及时 报告深 ...

Group 1: Company Overview and Product Focus - The company primarily engages in functional coatings, photoresists, and related materials, focusing on specialty materials for various applications [2][3]. - Key products include PCB photoresists, 3C coatings, PV materials, and automotive coatings, with a strategic emphasis on marine coatings and industrial protective coatings for future growth [2][3]. Group 2: Financial Performance and Market Position - In the electronic materials sector, PCB photoresists, display photoresists, and 3C coatings generated approximately 400 million in revenue, showing stable growth [2]. - Revenue from photovoltaic BC battery insulation materials reached around 50 million, with expectations for increased sales as the market for BC batteries expands [2][3]. - The company’s metal packaging coatings recorded revenues of 10 million in 2022, growing to 50 million in 2023, and projected to reach 90 million in 2024, indicating rapid market growth [3]. Group 3: Industrial Coatings and Market Strategy - The company has developed high-performance graphene-modified anti-corrosion coatings for marine engineering and industrial applications, with successful pilot projects in various sectors [3][4]. - The NORSOK M-501 certification is crucial for entering the marine engineering coatings market, enhancing the company's competitive edge [6][7]. Group 4: PCB Photoresist Market Dynamics - PCB photoresists accounted for 54.44% of the company's total revenue in 2024, driven by demand from sectors like communications and AI hardware [8][9]. - Despite a high domestic production rate, over 60% of the PCB photoresist market is still dominated by Japanese companies, indicating significant potential for domestic market share growth [9][10].

Core Viewpoint - The company is expanding its production capacity through a simplified stock issuance process, focusing on electronic photosensitive materials and coatings, which is expected to significantly boost revenue and profit in the coming years [1] Group 1: Investment and Production Capacity - The company has received approval for a simplified stock issuance to raise funds for a project with a total investment of 525 million yuan, aiming to produce 50,000 tons of electronic photosensitive materials annually [1] - Once fully operational, the project is expected to generate an annual revenue of 1.447 billion yuan and a net profit of 128 million yuan [1] Group 2: Revenue Breakdown and Market Focus - In 2024, the company's revenue from photoresists and related materials reached 332 million yuan, accounting for 64.03% of total revenue, showing a year-on-year decline of 1.92% [1] - The company is focusing on new technologies in the photovoltaic sector, particularly in BC cell adhesives, which have generated approximately 50 million yuan in annual revenue, establishing a leading market position [1] Group 3: Coating Business Growth - The company's coating business achieved a revenue of 185 million yuan in 2024, representing 35.67% of total revenue, with a year-on-year growth of 8.08% [2] - The sales of functional film materials and metal packaging coatings saw significant growth, with revenues of 90 million yuan, marking a 66.08% increase year-on-year [2] Group 4: Market Position and Future Prospects - The company is advancing in the anti-corrosion coating sector, launching high-performance graphene-based products and undergoing NORSOK M-501 certification, targeting the marine engineering market [3] - The global anti-corrosion coating market is projected to reach 333.38 billion yuan by 2029, with the company aiming to capture a significant share post-certification [3]

Group 1 - The core viewpoint of the articles highlights the positive operational developments of listed companies in the second quarter of 2025, showcasing advancements in various sectors such as semiconductors, robotics, new energy, and new materials [2][3] - Companies are actively sharing updates on project progress, new technologies, and orders, indicating a trend of industrial upgrades and strategic transformations [2][3] - High-growth sectors continue to exhibit strong growth momentum, while cyclical industries are seeking balance amid supply-demand adjustments [3] Group 2 - Chip companies are benefiting from the AI industry, with interconnect chip orders exceeding RMB 12.9 billion as of April 22, 2025, and expectations for significant growth in DDR5 memory interface chip demand [4] - Traditional cyclical industries like coal and chemicals are showing resilience through cost control and structural optimization, with companies like Guanghui Energy anticipating stabilization in coal prices due to various market factors [4][5] - Manufacturing companies are focusing on improving production efficiency and meeting customer demands, with firms like Xinqianglian and Guangxin Materials reporting strong order backlogs and plans for product launches [5] Group 3 - Many listed companies are already building momentum for annual revenue growth, particularly in emerging sectors like new energy and robotics, with plans for market expansion and quality enhancement through mergers and acquisitions [6] - Companies like Longmag Technology are localizing raw material supply to reduce production costs and enhance supply chain stability [6] - Hechuan Technology is actively developing humanoid robots and plans to launch new products in the second half of 2025 [6] Group 4 - The new merger regulations have made acquisitions a key strategy for A-share companies to optimize resource allocation, with firms like Chenhua Co. targeting investments in new materials and fine chemical agents [7] - Guoxing Optoelectronics is focusing on upstream and downstream opportunities in the LED and optical sensing sectors, while Zhenbaodao is exploring new industries through asset acquisitions [7] - Huichuan Technology is looking for overseas acquisition opportunities, concentrating on automation, digitalization, and intelligent sectors that align with its core business [7]

A股化工板块午后拉升，贝斯美涨超18%，广信材料涨超17%，同大股份涨超14%，杭州高新、宏柏新 材等跟涨。 ...