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]

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Core Insights - The convertible bond market showed positive performance with the Zhongzheng Convertible Bond Index rising by 0.58% to 467.84, with a total transaction volume of 874.89 billion [1] - A total of 458 convertible bonds were traded, with 380 increasing in value, 3 remaining flat, and 75 declining [1] - Notable gainers included JuLong Convertible Bond (涨12.11%), BoRui Convertible Bond (涨10.72%), and YouZu Convertible Bond (涨8.09%) [1][2] - Significant decliners included TianLu Convertible Bond (跌14.54%), Dongjie Convertible Bond (跌12.05%), and QiZheng Convertible Bond (跌4.97%) [1][2] Convertible Bonds Performance - Top five performing convertible bonds included: - JuLong Convertible Bond: 12.11% increase - BoRui Convertible Bond: 10.72% increase - YouZu Convertible Bond: 8.09% increase - HaoMei Convertible Bond: 8.04% increase - GaoCe Convertible Bond: 7.74% increase [2] - Bottom five performing convertible bonds included: - TianLu Convertible Bond: -14.54% decrease - Dongjie Convertible Bond: -12.05% decrease - QiZheng Convertible Bond: -4.97% decrease - LianCheng Convertible Bond: -4.51% decrease [2] Corresponding Stocks Performance - The stocks corresponding to convertible bonds showed varied performance: - Top gainers included: - HongWei Technology: 19.98% increase - KaiSheng New Materials: 19.98% increase - JuLong: 15.94% increase - FuLiWang: 12.65% increase - BoRui Pharmaceutical: 9.96% increase [4] - Top decliners included: - Dongjie Intelligent: -16.43% decrease - TianLu: -10.01% decrease - QiZheng Tibetan Medicine: -9.97% decrease - SheYan Institute: -8.46% decrease - GongTong Pharmaceutical: -7.30% decrease [5]

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]

Core Viewpoint - PEEK materials have shown strong performance in early trading, with significant gains in several companies involved in this sector [1] Company Performance - Xinhan New Materials has increased by over 16% [1] - Kaisheng New Materials has risen by over 12% [1] - Zhongxin Fluorine Materials has reached the daily limit [1] - Nanjing Julong and Pulite have also seen upward movement [1]

证券代码：300644 证券简称：南京聚隆 公告编号：2025-085 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 （含交易费用）。本次回购符合公司回购股份方案及相关法律法规的要求。 二、其他说明 （一）公司回购股份的时间、回购股份数量、回购股份方式、回购价格等 符合公司《回购报告书》相关内容。 （二）公司回购股份的时间、回购股份数量、回购股份价格及集中竞价交 易的委托时段符合《深圳证券交易所上市公司自律监管指引第 9 号——回购股 份》等相关规定。 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"）于 2025 年 1 月 13 日召 开的第六届董事会第五次会议，审议通过了《关于以集中竞价交易方式回购公 司股份方案的议案》，同意公司使用资金总额不低于人民币 2,000 万元（含） 且不超过人民币 4,000 万元（含）的自有资金及股票回购专项贷款资金以集中 竞价交易方式回购公司股份，用于员工持股计划或股权激励。回购股份价格不 超过人民币 32 元/股（含），实施期限为自公司第六届董事会第五次 ...

（文章来源：证券日报） 证券日报网讯 8月5日晚间，南京聚隆发布公告称，截至2025年7月31日，公司通过股份回购专用证券账 户以集中竞价交易方式回购公司股份1，263，000股，占公司目前总股本的1.14%。 ...