证券代码：300665 证券简称：飞鹿股份 公告编号：2025-131 株洲飞鹿高新材料技术股份有限公司 关于公司股东股份减持计划实施完成的公告 公司股东何晓锋先生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。 株洲飞鹿高新材料技术股份有限公司（以下简称"公司"）于2025年12月4 日披露了《关于公司股东减持股份预披露的公告》（公告编号：2025-130）：持 有公司股份955,054股的股东何晓锋先生计划自公告之日起三个交易日（即2025 年12月10日）后三个月内以大宗交易或集中竞价方式减持公司股份合计不超过 850,054股（不超过公司总股本的0.39%）。 | | | 本次减持前持有股份 | | | 本次减持后持有股份 | | | --- | --- | --- | --- | --- | --- | --- | | 股东 | 股份性质 | （2025 12 | 年 | 月 日） 4 | 年 月 （2025 12 | 日） 30 | | 名称 | | 股数（万股） | | 占总股本比 | 股数（万 ...

Core Viewpoint - The rail transit equipment coating industry is experiencing significant growth driven by the expansion of the rail transit sector in China, with a dual growth pattern of "new construction + maintenance" [1][7]. Industry Overview - Rail transit equipment coatings are essential for protecting and beautifying train surfaces, providing anti-rust and anti-corrosion properties, which are critical for product quality [1][7]. - The market demand for rail transit coatings is expected to grow, with a projected demand of 73,921 tons in 2024 and 77,572 tons in 2025 [1][7][8]. - The market size for rail transit coatings is anticipated to reach 2.206 billion yuan in 2024 and 2.337 billion yuan in 2025 [1][7]. Market Structure - The rail transit coating market is divided into new vehicle matching (28.59% in 2024) and maintenance (71.41% in 2024) segments, with the latter dominating the market [1][7]. - By 2025, the new vehicle matching segment is expected to increase to 30.35%, while the maintenance segment will decrease to 69.64% [1][7]. Industry Chain - The upstream core raw materials for rail transit coatings include resins, pigments, additives, and solvents, with epoxy and polyurethane resins being widely used [8]. - The midstream involves the research and production of rail transit coatings, while the downstream applications include high-speed trains, subways, and freight trains [8]. Competitive Landscape - The market shows a mix of diversification and concentration, with large multinational companies like PPG and AkzoNobel dominating the high-end market, while domestic leaders focus on narrowing the technology gap [10]. - Key domestic companies include Zhuzhou Feilu High-tech Materials Co., Ltd., Qingdao Aierjiacai New Materials Co., Ltd., and others, with a focus on innovation and quality [10][12]. Development Trends - The industry is moving towards high-end functional coatings with higher added value, including self-repairing and smart sensing coatings, which are expected to drive profit growth [13]. - The integration of new materials and technologies will continue to inject vitality into the industry, with advancements in intelligent coating technologies enhancing efficiency and quality [13].

Group 1 - Meilixin plans to raise no more than 1.2 billion yuan for semiconductor equipment precision components, communication and automotive parts projects, and to supplement working capital [2] - Olin Bio has prepaid corporate income tax totaling 4.2001 million yuan, with no penalties from tax authorities [3] - Haisen Pharmaceutical's directors and executives plan to reduce their holdings by no more than 124,300 shares, accounting for 0.0816% of the total share capital [4] Group 2 - Aibulu intends to sell 47.4% and 31.6% stakes in its subsidiary Jinque Agriculture for a total of 12.3914 million yuan [5] - Chaoying Electronics plans to increase its Thai subsidiary's capital by 100 million USD for AI high-end PCB expansion [6] - Bona Film Group states that the box office revenue for "Avatar 3" is difficult to predict and the investment return rights are low [7] Group 3 - Junya Technology's PCB products for humanoid robots contribute less than 0.05% to its revenue [9] - Aerospace Electromechanical confirms that its main business does not involve commercial aerospace [10] - Deyi Culture's major shareholder plans to reduce holdings by no more than 2% of shares [11] Group 4 - China National Materials International signed a 2.7 billion yuan engineering contract for a molybdenum mining project [12] - Weiguang Bio plans to sign a 1.13 billion yuan technology cooperation contract for blood products [13] - Suhao Huihong intends to swap assets with its controlling shareholder for a 2.33% stake in Zijin Property Insurance [14] Group 5 - Haike Xinyuan's employee strategic placement plan intends to reduce holdings by no more than 2.5% of shares [15][16] - Taihao Technology's vice president resigns for personal reasons [17] - Huazhu Gaoke plans to establish a joint venture for 3D printing services with a total investment of 100 million yuan [18] Group 6 - Hubei Energy's November power generation was 2.617 billion kWh, a decrease of 17.94% year-on-year [19] - Dong'a Ejiao plans to repurchase shares worth 100 million to 200 million yuan for capital reduction [20] - Longjiang Transportation's shareholder reduced holdings by 1.2% [21] Group 7 - Feilu Co. plans to reduce holdings by no more than 1.02% of shares [22] - Zhongwei Electronics is planning a change in control, leading to a temporary stock suspension [23] - Zhongheng Group's subsidiary received approval for clinical trials of a new cancer drug [24] Group 8 - Guanzhong Ecology's controlling shareholder changed to Deep Blue Financial Whale [25] - Shennong Seed Industry is transferring a 3.8% stake in a subsidiary for 31.9827 million yuan [26] - Sun Cable's major shareholder plans to reduce holdings by no more than 3% of shares [27] Group 9 - Aiwei Electronics' application for issuing convertible bonds has been approved by the Shanghai Stock Exchange [28] - Chongqing Water intends to acquire wastewater treatment projects for 255 million yuan [29] - Boyun New Materials plans to increase its subsidiary's capital by 285 million yuan through debt-to-equity conversion [30] Group 10 - Zhongbai Group is closing unprofitable stores, expecting a loss of approximately 180 million yuan [31] - Changyuan Power's November power generation decreased by 17.88% year-on-year [32]

Core Viewpoint - The announcement from Feilu Co., Ltd. indicates that two shareholders plan to reduce their holdings in the company through block trades or centralized bidding within three months starting from December 10, 2025 [2] Shareholder Reduction Plans - Shareholder He Xiaofeng, holding 955,054 shares (0.44% of total shares), intends to reduce his holdings by up to 850,054 shares (0.39% of total shares) [2] - Shareholder Liu Xiong Ying, holding 1,377,076 shares (0.63% of total shares), plans to reduce his holdings by up to 1,377,076 shares (0.63% of total shares) [2]

Summary of Key Points Core Viewpoint - The announcement indicates that shareholders He Xiaofeng and Liu Xiong Ying plan to reduce their holdings in Feilu Co., Ltd. through block trades or centralized bidding within three months starting from December 10, 2025, which may impact the stock's liquidity and market perception [1] Group 1: Shareholder Actions - Shareholder He Xiaofeng intends to reduce his stake by up to 850,054 shares, representing 0.39% of the total share capital [1] - Shareholder Liu Xiong Ying plans to reduce his stake by up to 1,377,076 shares, accounting for 0.63% of the total share capital [1]

Group 1 - The core point of the article is that shareholders He Xiaofeng and Liu Xiongying of Feilu Co., Ltd. plan to reduce their holdings of company shares through block trading or centralized bidding within three months from December 10, 2025 [1] Group 2 - Shareholder He Xiaofeng intends to reduce his holdings by up to 850,054 shares, which represents 0.39% of the company's total share capital [1] - Shareholder Liu Xiongying plans to reduce his holdings by up to 1,377,076 shares, accounting for 0.63% of the company's total share capital [1]

Core Viewpoint - The announcement from Feilu Co., Ltd. indicates that two shareholders plan to reduce their holdings due to personal financial needs, which may impact the stock's market performance [1] Group 1: Shareholder Reductions - Shareholder He Xiaofeng holds 955,100 shares, accounting for 0.44% of the total shares, and plans to reduce his holdings by up to 850,100 shares, which is a maximum of 0.39% [1] - Shareholder Liu Xiongying holds 1,377,100 shares, representing 0.63% of the total shares, and intends to reduce his holdings by up to 1,377,100 shares, which is the full amount he owns [1] - Both shareholders have not disclosed their intentions regarding future holdings after the planned reductions [1]

证券代码：300665 证券简称：飞鹿股份 公告编号：2025-130 株洲飞鹿高新材料技术股份有限公司 关于公司股东减持股份预披露的公告 公司股东何晓锋先生、刘雄鹰先生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。 特别提示： 1、持有公司股份 955,054 股（占公司总股本比例 0.44%）的股东何晓锋先生 计划自本公告之日起三个交易日（即 2025 年 12 月 10 日）后三个月内以大宗交 易或集中竞价方式减持公司股份合计不超过 850,054 股（不超过公司总股本的 0.39%）。 2、持有公司股份 1,377,076 股（占公司总股本比例 0.63%）的股东刘雄鹰先 生计划自本公告之日起三个交易日（即 2025 年 12 月 10 日）后三个月内以大宗 交易或集中竞价方式减持公司股份合计不超过 1,377,076 股（不超过公司总股本 的 0.63%）。 株洲飞鹿高新材料技术股份有限公司（以下简称"公司"或"飞鹿股份"） 于近日收到股东何晓锋先生、刘雄鹰先生分别出具的《关于减持所持飞鹿股份公 ...

证券代码：300665 证券简称：飞鹿股份 公告编号：2025-129 株洲飞鹿高新材料技术股份有限公司 关于公司为全资子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别风险提示： 株洲飞鹿高新材料技术股份有限公司（以下简称"公司"）及全资子公司提 供担保总额已经超过公司最近一期经审计净资产的 100%，其中对资产负债率超 过 70%的公司提供担保总额已经超过公司最近一期经审计净资产的 50%，前述 担保均为公司对全资子公司或全资子公司对公司的担保，担保风险可控，敬请投 资者充分关注担保风险。 一、担保情况概述 （一）本次担保基本情况 2025 年 12 月 2 日，公司与上海浦东发展银行股份有限公司株洲分行（以下 简称"浦发银行株洲分行"）于株洲市签订《最高额保证合同》（编号： ZB5700202500000028），为湖南耐渗塑胶工程材料有限公司（以下简称"湖南 耐渗"）向浦发银行株洲分行申请 3,000 万元综合授信额度提供连带责任保证担 保。 2025 年 12 月 2 日，公司与浦发银行株洲分行于株洲市签订《最高额保证合 ...

Core Viewpoint - The organic silicon sector is experiencing a strong performance in the A-share market, driven by price increases and regulatory measures aimed at reducing price competition [1][3][4]. Group 1: Market Performance - The organic silicon concept stocks showed significant gains, with companies like Chenguang New Materials and Hongbo New Materials hitting the daily limit [1][3]. - The overall organic silicon sector rose over 3%, leading the market, with individual stocks such as Huasheng Lithium and Jinyinhai seeing increases of over 15% and 13%, respectively [3][4]. Group 2: Price Increases - Dow Chemical announced a price increase of 10% to 20% for its Xiameter product line starting December 10, indicating a positive shift in the global organic silicon market supply-demand relationship [3][4]. - The price of organic silicon DMC has risen to 13,150 yuan/ton, an increase of 11.44% compared to the beginning of the month [6][8]. Group 3: Regulatory Environment - The National Development and Reform Commission (NDRC) is taking steps to address chaotic price competition in the organic silicon industry, which may have contributed to the recent stock price increases [4][5]. - A meeting held by the NDRC emphasized the need for better regulation of price competition, which could support the industry's long-term development [4][5]. Group 4: Industry Outlook - Analysts are optimistic about the recovery of the organic silicon industry, citing a planned reduction in production rates to maintain a 70% operating rate among major producers [6][7]. - The industry is expected to see stable demand growth, with projected consumption of organic silicon intermediates reaching 182 million tons in 2024, a year-on-year increase of 20.9% [7][8].