Core Viewpoint - Nanjing Julong announced that a specific shareholder, Cai Jing, plans to reduce their holdings by approximately 962,100 shares, representing 0.87% of the company's total share capital, within a three-month period from August 14, 2025, to November 13, 2025, through centralized bidding [2]. Summary by Category - Shareholder Action - Cai Jing, holding about 962,100 shares (0.87% of total share capital), intends to reduce their stake in the company [2].

| 证券代码：300644 | 证券简称：南京聚隆 | 公告编号：2025-088 | | --- | --- | --- | | 债券代码：123209 | 债券简称：聚隆转债 | | 南京聚隆科技股份有限公司 关于特定股东减持股份预披露公告 公司特定股东蔡静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、误导性陈述或者重大遗漏。 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、持有本公司股份 96.2106 万股（占本公司总股本比例 0.87%）的特定股 东蔡静，计划在本公告披露之日起 3 个交易日后的三个月内（2025 年 8 月 14 日 —2025 年 11 月 13 日）以集中竞价方式减持本公司股份 96.2106 万股（占本公 司总股本比例 0.87%）。 公司于近日收到股东的《股份减持计划告知函》，具体情况如下： 一、股东的基本情况 1、股东名称：蔡静 2、股东持股情况 | 股东名称 | 持股数量（万股） | 占总股本比例 | 占剔除回购股份比例 | | --- | --- | --- | --- | | 蔡静 | 96.2106 | 0.87% ...

Group 1 - The PEEK material concept has seen a decline in the market, with significant drops in stock prices for several companies [1] - Xinhan New Materials experienced a nearly 10% drop, while Huami New Materials fell by nearly 9% [1] - Other companies such as Zhongyan Co., Kaisheng New Materials, and Nanjing Julong also reported declines of over 4% [1]

| 证券代码：300644 | 证券简称：南京聚隆 公告编号：2025-086 | | --- | --- | | 债券代码：123209 | 债券简称：聚隆转债 | 南京聚隆科技股份有限公司 关于新增募集资金专户并签订三方监管协议的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 为规范公司募集资金的管理与使用，南京聚隆科技股份有限公司（以下简 称"公司"）近日与募集资金账户银行及保荐机构长城证券股份有限公司（以 下简称"长城证券"或"保荐机构"）签订了三方监管协议。 具体情况公告如下： 一、募集资金基本情况 公司 2023 年 5 月 11 日经中国证券监督管理委员会证监许可〔2023〕1061 号《关于同意南京聚隆科技股份有限公司向不特定对象发行可转换公司债券注 册的批复》核准，获准向不特定对象发行面值总额 21,850.00 万元可转换公司 债券。截至 2023 年 8 月 1 日止，本次发行可转换公司债券募集资金总额为人民 币 218,500,000.00 元，扣除保荐承销费、审计费、律师费、资信评级费等发行 费用（不含增值税）合计人民币 6,7 ...

| 证券代码：300644 | 证券简称：南京聚隆 | 公告编号：2025-087 | | --- | --- | --- | | 债券代码：123209 | 债券简称：聚隆转债 | | 南京聚隆科技股份有限公司 关于公司董事辞职的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 南京聚隆科技股份有限公司（以下简称"公司"）董事会于近日收到公司 董事倪晓飞先生的书面辞职报告。倪晓飞先生因工作安排调整，申请辞去第六 届董事会董事职务，同时辞去董事会战略委员会委员职务，其原定任期至 2027 年 9 月 26 日，辞职后倪晓飞先生将不再担任公司任何职务。 截至本公告披露日，倪晓飞先生未持有公司股份，不存在应当履行而未履 行的承诺事项。 倪晓飞先生的辞职不会导致公司董事会成员低于法定人数或公司章程所定 人数 2/3，根据《中华人民共和国公司法》《深圳证券交易所上市公司自律监 管指引第 2 号——创业板上市公司规范运作》及《公司章程》等有关规定，倪 晓飞先生自辞职报告送达董事会时生效，其辞职不会影响公司相关工作的正常 进行。 公司将根据《公司章程》等相关规定，尽快 ...

Group 1: Market Performance - The modified materials sector is experiencing explosive growth, with leading companies like Jinhua Technology, Pulit, and Daon achieving significant stock price increases of 60.62%, 38.33%, and 104.44% respectively this year [1] - Nanjing Julong has also attracted attention with a 93.11% year-to-date performance, leading to intensive institutional research [1] Group 2: Industry Trends - The demand for modified plastics is driven by the lightweighting revolution in the home appliance and automotive industries, with a notable increase in home appliance retail sales by 38.8% year-on-year in the first four months [3] - The automotive industry's shift towards lightweight materials is highlighted by the fact that a 10% weight reduction in fuel vehicles can improve energy efficiency by 6%-8%, while electric vehicles can increase range by 2.5 km for every 100 kg reduced [4] Group 3: Technological Advancements - Modified plastics are becoming essential in advanced applications such as robotics and low-altitude economy, with Tesla's Optimus Gen2 robot utilizing PEEK materials to achieve a weight reduction of 10 kg and a 30% increase in walking speed [6] - The eVTOL aircraft market is projected to require over 10,000 tons of high-performance materials by 2035, driven by stringent material requirements for components [7] Group 4: Environmental Regulations - The modified materials industry is entering a transformative phase due to the implementation of environmental regulations, such as the mandatory use of recycled materials in products [8] - The domestic standard for the use of recycled plastics in home appliances has been raised to a maximum of 20%, while the EU's ELV regulation mandates that new cars contain 25% recycled plastics by 2030 [8]

转自：智通财经 注：智通财经VIP为内容资讯产品，并非投资建议。以下内容仅为资讯价值展示非对相关公 司的推荐建议，非未来走势预测。投资有风险，入市需谨慎。 8月1日-31日，智通财经会员月震撼来袭，海量VIP资讯体验+年度最惠价，多福多财，狂欢一整月~ 活动期间签到有礼，价值最高800元代金券/128元等单篇解锁券签到即送，每周一签到福利 翻倍！签到不缺席，最高可领1850券包~ 「VIP资讯年度最惠价来了」智通财经VIP订阅享超值特惠，选订1个月、3个月限时85折； 选订6个月、12个月限时8折，最高可省2778元。； 若您想订阅更长时间，「8.8包季75折」和「8.18包年7折」两场秒杀风暴值得期待，错过只 能再等一年~ 若您是智通财经App新注册用户，立即领268新手券，新用户完成首次订阅包时段服务，再 加赠VIP资讯时长服务！ 话不多说，一起来看看吧~→直达活动现场 | 星期三 0 2025/8 | 情绪指数 57 分 | 涨停76 VS 跌停3 | (含st) | | --- | --- | --- | --- | | 上证指数 | 深圳成指 | 创业板指 | | | 3633.99 | 11177 ...

| 正股简称 | 正股涨幅前五 | 可转债简称 | र्व | | --- | --- | --- | --- | | 宏微科技 | 19.98% | 宏微转债 | | | 凯盛新材 | 19.98% | 凯盛转债 | | | 南京聚隆 | 15.94% | 聚隆转债 | | | 福立旺 | 12.65% | 福立转债 | | | 博瑞医药 | 9.96% | 博瑞转债 | | | 正股简称 | 正股跌幅前五 | 可转债简称 रन | | --- | --- | --- | | 东杰智能 | -16.43% | 东杰转债 | | 西藏天路 | -10.01% | 天路转债 | | 奇正藏药 | -9.97% | 奇正转债 | | 设研院 | -8.46% | 设研转债 | | 并同药亦 | -7.30% | 共同转债 | | 可转债简称 | 可转债跌幅前五 | 正股简称 | | --- | --- | --- | | 天路转债 | -14.54% | 西藏天路 | | 东杰转债 | -12.05% | 东杰智能 | | 奇正转债 | -4.97% | 奇正藏药 | | 联诚转债 | -4.51% | 联诚精密 ...

Market Performance - The three major A-share indices closed higher, with the Shanghai Composite Index up by 0.45%, the Shenzhen Component Index up by 0.64%, and the ChiNext Index up by 0.66% [1] - The Northbound 50 Index increased by 1.58%, and the total trading volume in the Shanghai and Shenzhen markets reached 1.7591 trillion yuan, an increase of 143.3 billion yuan compared to the previous day [1] - Over 3,300 stocks in the two markets experienced gains [1] Sector Performance - The PEEK materials, military equipment, and humanoid robot sectors saw significant gains [1] - PEEK materials showed strong performance, with companies like Zhongxin Fluorine Materials (002915) hitting the daily limit, and others such as Kaisheng New Materials (301069) and Xinhang New Materials (301076) also reaching the daily limit [1] - The military equipment sector continued to strengthen, with companies like Guorui Technology (300600) and Jiekang Equipment (300875) hitting the daily limit [1] - The humanoid robot sector also performed well, with Huami New Materials reaching the daily limit and several other companies like Haichang New Materials (300885) also hitting the daily limit [1] - Conversely, the pharmaceutical sector experienced a collective adjustment, with Qizheng Tibetan Medicine (002287) dropping over 9% and Guilin Sanjin (002275) declining nearly 7% [1]

PEEK材料早盘走强，新瀚新材涨超16%，凯盛新材涨超12%，中欣氟材涨停封板，南京聚隆、普利特 跟涨。 ...