宁波激智科技股份有限公司 关于使用部分闲置募集资金购买理财产品到期赎回的公告 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。 证券代码：300566 证券简称：激智科技 公告编号：2025-067 宁波激智科技股份有限公司（以下简称"公司"）于 2024 年 1 月 26 日召开 第四届董事会第十次会议，审议通过了《关于使用闲置募集资金购买保本理财产 品及追认使用部分闲置募集资金购买保本理财产品的议案》，同意公司及募投项 目实施主体的全资子公司使用闲置募集资金不超过人民币 20,000 万元购买保本 理财产品，在上述额度内，资金可以滚动使用，自公司董事会审议通过之日起两 年内有效。具体内容详见公司于巨潮资讯网披露的相关公告。 近日，全资子公司前期使用闲置募集资金购买的理财产品已到期赎回，具体 内容如下： 购买主体 受托方 产品名称 产品类 型 金额 （万元） 起息日 到期日 预期年 化收益 率 理财收 益（万 元） 宁波江北 激智新材 料有限公 司 交通银行宁 波鄞州支行 交通银行蕴 通财富定期 型结构性存 款 203 天 保本浮 动收益 型 5,000 20 ...

Core Viewpoint - The stock price of Jizhi Technology has shown fluctuations, with a recent increase of 2.01%, but a year-to-date decline of 6.37% [1] Group 1: Stock Performance - As of December 19, Jizhi Technology's stock price is 18.28 CNY per share, with a market capitalization of 4.821 billion CNY [1] - The stock has experienced a 2.07% increase over the last five trading days and a 4.52% increase over the last twenty days, while it has decreased by 5.09% over the last sixty days [1] Group 2: Company Overview - Jizhi Technology, established on March 9, 2007, and listed on November 15, 2016, is located in Ningbo, Zhejiang Province [1] - The company specializes in the research, production, and sales of optical films and functional film products, with revenue composition as follows: optical films 62.81%, adhesive films 14.18%, back panels and reflective films 13.37%, others 7.12%, and window films 2.52% [1] - The company belongs to the electronic-optical optoelectronic-optical components industry and is associated with concepts such as ultra-high definition, small-cap stocks, Xiaomi, Huawei, and energy conservation and environmental protection [1] Group 3: Financial Performance - For the period from January to September 2025, Jizhi Technology reported operating revenue of 1.628 billion CNY, a year-on-year decrease of 0.69%, and a net profit attributable to shareholders of 167 million CNY, a decrease of 1.32% [1] - As of September 30, 2025, the number of shareholders is 26,600, a decrease of 10.29% from the previous period, with an average of 8,585 circulating shares per person, an increase of 11.47% [1] Group 4: Dividend and Shareholding - Since its A-share listing, Jizhi Technology has distributed a total of 194 million CNY in dividends, with 104 million CNY distributed over the past three years [2] - As of September 30, 2025, Hong Kong Central Clearing Limited is the fifth-largest circulating shareholder, holding 1.7135 million shares as a new shareholder, while招商量化精选股票发起式A (001917) has exited the top ten circulating shareholders [2]

Group 1 - The company, Jizhi Technology (300566.SZ), currently does not have any products applied in the optical communication field [1]

格隆汇12月11日丨激智科技(300566.SZ)在互动平台表示，公司目前没有产品应用于光通信领域。 ...

来源：新浪财经 日前，激智科技发布公告称，控股股东的一致行动人宁波激扬投资咨询有限公司近日通过集中竞价交易 方式，在2025年12月4日至5日减持激智科技股份63.4万股，占公司总股本的0.24%。 与此同时，激智科技公告将注销2022年和2023年回购的全部股份，共计163.69万股，以减少公司注册资 本。 激智科技最新财务数据显示公司经营面临明显压力。2025年前三季度，公司实现营业收入16.28亿元， 同比下降0.69%。净利润表现同样不容乐观，归母净利润为1.67亿元，同比下降1.32%。 从季度数据看，下滑趋势在中期更为明显。2025年上半年，公司营业收入10.74亿元，同比下降4.02%； 归母净利润1.17亿元，同比下降6.46%。 公司解释称，营收下降主要系光伏背板产品销售收入减少所致。这一业务板块的变化反映出公司在光伏 产业链中面临的竞争压力。 2024年，公司应收账款周转天数为120.59天，同比上升24%；2025年前三季度，应收账款周转天数为 150.43天，同比再增30%。 这意味着公司账面利润中有大量是未实际收到的款项，回款质量变差，经营活动的现金回收能力令人担 忧。 激智科技的现 ...

Core Viewpoint - The company announced that its controlling shareholder, Mr. Zhang Yan, along with his concerted party, Ningbo Jiyang Investment Consulting Co., Ltd., has reduced their shareholding by a total of 634,000 shares, accounting for 0.24% of the company's total share capital [1] Summary by Relevant Categories Shareholding Changes - After the reduction, Mr. Zhang and his concerted party's combined shareholding percentage decreased from 22.24% to 22.00% [1] - The reduction in shareholding has reached a 1% integer threshold, and the reduction plan has expired [1] Compliance and Impact - The share reduction complies with relevant laws and regulations as well as the disclosed reduction plan [1] - This reduction will not lead to a change in the company's control, nor will it have a significant impact on the company's governance structure and ongoing operations [1]

证券代码：300566 证券简称：激智科技 公告编号：2025-066 宁波激智科技股份有限公司 关于控股股东及其一致行动人权益变动触及 1% 整数倍暨 减持计划期限届满的公告 本公司控股股东张彦先生及其一致行动人宁波激扬投资咨询有限公司保证 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。 宁波激智科技股份有限公司（以下简称"公司"）于2025年8月16日在巨潮 资讯网（http://www.cninfo.com.cn）披露了《关于控股股东的一致行动人减持计 划的预披露公告》（公告编号：2025-046）。持有公司股份10,945,420股（占公 司股份总数比例4.15%，占剔除公司回购专用账户股份后总股本比例4.21%）的 股东宁波激扬投资咨询有限公司（以下简称"激扬投资"）拟自该减持计划公告 之日起15个交易日后（2025年9月8日起）的三个月内以大宗交易方式和集中竞价 交易方式减持股份不超过2,736,355股，即本次拟减持的股份占公司总股本的比例 不超过1.05%（公司总股本按最新披露的剔除回购专用账户 ...

Core Insights - The company, Jizhi Technology, has successfully developed a "high-performance quantum dot film" that has been recognized as one of the first new materials in Zhejiang Province for 2025, marking a significant breakthrough in high-end display core materials and breaking the long-standing foreign monopoly in this field [1][2] Group 1: Product Development and Innovation - The quantum dot film enhances color performance by converting blue light into high-quality green and red light, increasing the NTSC color gamut from 72% to over 100%, which is crucial for applications in 4K/8K ultra-high-definition TVs, high-refresh-rate professional monitors, VR devices, and automotive displays [1][2] - The company has addressed common industry challenges such as poor stability and oxidation of quantum dot films through innovative formulation optimization, high moisture barrier composite technology, and precision coating techniques [2][3] Group 2: Market Position and Financial Performance - Jizhi Technology has established itself as a national champion in manufacturing, leading in innovation, core technology, product quality, and market position within the optical film sector [3][4] - In the first half of 2025, the sales revenue from quantum dot films, composite films, and COP high-end products reached 478 million yuan, reflecting a year-on-year growth of 20.92%, demonstrating the effectiveness of the company's high-end strategy [3] Group 3: Future Prospects and Strategic Direction - The company is well-positioned to benefit from policy support aimed at enhancing consumer demand, with a focus on consumer electronics and smart connected vehicles as key growth areas [2][4] - Jizhi Technology is committed to continuous product development based on market demand, enhancing existing products, and collaborating with domestic universities and research institutions to innovate and develop high-tech products that meet market needs [3][4]

Core Insights - Ningbo Jizhi Technology's "high-performance quantum dot film" has been recognized as one of the first batch of new materials in Zhejiang Province for 2025, marking a significant technological breakthrough in high-end display core materials and breaking the long-standing monopoly of foreign companies [1][2] Group 1: Product Recognition and Market Impact - The recognition of the quantum dot film signifies its technological innovation and market application value, contributing to the core competitiveness of China's display industry [1][2] - Quantum dot film enhances color performance in displays, increasing the NTSC color gamut from 72% to over 100%, which is crucial for 4K/8K TVs, high refresh rate monitors, VR devices, and automotive display modules [2] Group 2: Technological Advancements - Jizhi Technology's R&D team has addressed industry challenges such as material stability and oxidation through innovative techniques, including formula optimization and high moisture barrier composite technology [2] - The successful development of the high-performance quantum dot film positions Jizhi Technology as a national champion in manufacturing, enhancing China's global competitiveness in the display supply chain [2] Group 3: Future Development Plans - Jizhi Technology plans to leverage this recognition to focus on four key industries: optics, photovoltaics, automotive, and batteries, while promoting mass production of innovative products [3] - The company aims to increase R&D investment with a mission to improve human life through advanced film technology, aspiring to become a leading functional film company [3]

Core Insights - The article emphasizes the strategic importance of new materials in the context of global technological competition and industrial chain restructuring, highlighting the need for domestic innovation to reduce reliance on foreign technologies [2][4]. Semiconductor Wafer Manufacturing Materials - The global photoresist market is projected to reach approximately $15 billion by 2030, with a current domestic market size of about 12 billion RMB, indicating significant growth potential [7]. - The domestic photoresist localization rate is around 10%, with high-end products heavily reliant on imports [7]. - Major foreign players in the photoresist market include Tokyo Ohka Kogyo, Dow Chemical, and Sumitomo Chemical, which dominate the market shares [8]. - Domestic companies such as Beijing Kehua and Suzhou Ruihong are making strides in production, but high-end products still face challenges [9]. Advanced Packaging Materials - The global market for high-performance epoxy encapsulants is expected to grow to $3.5 billion by 2030, with a current domestic market size of 4 billion RMB [39]. - The localization rate for epoxy encapsulants is around 30%, with high-end products still dependent on imports [39]. - Key foreign companies include Sumitomo Bakelite and Henkel, while domestic players include Hengshuo Huawai and Jiangsu Zhongpeng New Materials [40]. Semiconductor Components - The global market for electrostatic chucks is projected to reach $2.5 billion by 2030, with a current domestic market size of 2 billion RMB [56]. - The localization rate for electrostatic chucks is approximately 10%, with high-end products largely dominated by foreign manufacturers [56]. - Major foreign companies include Applied Materials and Lam Research, while domestic companies are beginning to emerge [57]. Display Materials - The global OLED materials market is expected to exceed $10 billion by 2030, with a current domestic market size of about 8 billion RMB [64]. - The localization rate for OLED materials is around 20%, with high-end materials still reliant on foreign sources [65].