证券代码：300700 证券简称：岱勒新材 公告编号：2025-064 | 股东名称 | 股份性质 | 本次减持前持有股份 | | | 本次减持后持有股份 | | --- | --- | --- | --- | --- | --- | | | | 股数 | 占总股本比例 | 股数 | 占总股本比例 | | | | （股） | （%） | （股） | （%） | | 段志勇 | 合计持有股 份 | 941,640 | 0.24 | 706,240 | 0.18 | | | 其中：无限 售条件股份 | 235,410 | 0.06 | 10 | 0.00 | | --- | --- | --- | --- | --- | --- | | | 有限售条件 股份 | 706,230 | 0.18 | 706,230 | 0.18 | | | 合计持有股 份 | 1,744,620 | 0.44 | 1,358,465 | 0.34 | | 周家华 | 其中：无限 售条件股份 | 436,155 | 0.11 | 50,000 | 0.01 | | | 有限售条件 股份 | 1,308,465 | 0.33 | 1,3 ...

Summary of Key Points Core Viewpoint - Dai Le New Materials experienced significant trading activity on October 23, with a total of 6.5291 million shares traded at a total value of 61.5041 million yuan, reflecting a discount of 19.35% compared to the closing price of the day [2] Trading Activity - On October 23, two block trades were executed for Dai Le New Materials, with both transactions priced at 9.42 yuan per share [2] - Over the past three months, the stock has seen a total of five block trades, accumulating a total transaction value of 112 million yuan [2] Stock Performance - The closing price of Dai Le New Materials on the same day was 11.68 yuan, marking a decrease of 0.76% [2] - The stock's turnover rate for the day was 1.58%, with a total trading volume of 49.2973 million yuan and a net inflow of 866,100 yuan in main capital [2] - Over the past five days, the stock has declined by 0.85%, with a total net outflow of 27.7145 million yuan [2] Margin Trading Data - The latest margin financing balance for Dai Le New Materials stands at 234 million yuan, which has decreased by 14.7057 million yuan over the past five days, representing a decline of 5.90% [2]

Core Viewpoint - The company has a clear strategic plan and has been considering its project development and industrial layout for many years, although it faces challenges from industry and environmental changes during the industrialization process [1] Group 1 - The company's new project transformation is accelerating, which is expected to help the company overcome its current unfavorable situation [1]

证券代码：300700 证券简称：岱勒新材 公告编号：2025-063 长沙岱勒新材料科技股份有限公司 关于公司与专业机构共同设立投资基金的进展公告 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、与专业投资机构共同投资情况概述 长沙岱勒新材料科技股份有限公司（以下简称"公司"）于2025年5月26日 与泰诺（深圳）私募股权基金管理有限公司（以下简称"泰诺资本"）、深圳市 天使投资引导基金有限公司（以下简称"种子基金"）、深圳市光明区引导基金 投资管理有限公司（以下简称"光明区引导基金"）、深圳华瀚投资有限公司（以 下简称"华瀚投资"）、上海新微科技集团有限公司（以下简称"新微科技"） 签署了《深圳泰诺协同创新种子创业投资基金合伙企业（有限合伙）合伙协议》 （以下简称"合伙协议"），共同投资设立深圳泰诺协同创新种子创业投资基金 合伙企业（有限合伙）（以下简称"泰诺创投基金"）（以工商登记机关最终核 准的名称为准）。泰诺创投基金认缴出资总额为16,330.00万元，其中公司作为有 限合伙人以自有资金出资人民币1,000万元，占基金认缴总额的6.12%。具体内 ...

Core Viewpoint - The company has announced its participation in the establishment of the Tainuo Venture Capital Fund, which has been registered with the Asset Management Association of China, indicating a strategic investment move to enhance its portfolio and leverage growth opportunities in the market [1] Group 1 - The total subscribed capital of the Tainuo Venture Capital Fund is 163 million yuan [1] - The company has contributed 10 million yuan, representing 6.12% of the total subscribed capital of the fund [1] - The fund completed its registration on September 30, 2025, and has received the registration code SAZD08 [1]

Core Points - The company, Dai Le New Materials, announced that it has recently received government subsidies totaling RMB 2,434,569.07 [2] Group 1 - The total amount of government subsidies received by the company is RMB 2,434,569.07 [2]

Group 1 - Company Dai Le New Materials announced on September 30 that it received government subsidies totaling approximately 2.43 million RMB [1] - The announcement highlights the company's ongoing relationship with government support, which may enhance its financial stability and growth prospects [1] Group 2 - The news reflects broader industry trends regarding government assistance for companies, which can be crucial for innovation and competitiveness [1] - The receipt of subsidies may indicate the government's commitment to supporting the new materials sector, potentially leading to increased investment and development in this area [1]

长沙岱勒新材料科技股份有限公司 关于收到政府补助的公告 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、获取补助的基本情况 证券代码：300700 证券简称：岱勒新材 公告编号：2025-062 本次收到的政府补助预计对公司经营业绩产生正面影响，预计对公司 2025 年度净利润影响金额约为 2,434,569.07 元。具体的会计处理及其对公司相关财务 数据的影响仍须以会计师事务所审计确认后的结果为准。 4、风险提示和其他说明 公司将根据相关法律法规及相关政府部门要求，合理合规的使用政府补助资 金，实现政府补助资金的高效使用。 上述政府补助的具体会计处理以会计师事务所审计确认后的结果为准，请广 长沙岱勒新材料科技股份有限公司（以下简称"岱勒新材"或"公司"）于 近日收到政府补助共计人民币 2,434,569.07 元。公司本次获得的政府补助属于与 收益相关的政府补助，不具有可持续性。 二、补助的类型及其对公司的影响 1、补助的类型 根据《企业会计准则第 16 号—政府补助》的规定，与资产相关的政府补助， 是指企业取得的、用于购建或以其他方式形成长期资产的政 ...

Core Insights - The light lithography machine concept sector has seen significant stock price increases, with 100 out of 105 stocks rising this year, averaging a 49.18% increase [1] - The light lithography machine is a critical device in wafer manufacturing, with low current domestic production rates, but notable progress has been made since the implementation of the "02 Special" project in 2009 [1][2] - The semiconductor industry's recovery and the demand for advanced process capacity driven by artificial intelligence are key factors contributing to the market's interest in light lithography machines [2] Company Performance - United Chemical has the highest stock price increase at 346.74% this year, with a net profit of 34 million yuan, up 21.62% year-on-year [3] - Kai Mei Teqi has seen a stock price increase of 207.83%, with a net profit of 55.84 million yuan, reflecting a significant year-on-year growth of 199.82% [3][4] - Tengjing Technology and Kent Catalysis also reported substantial stock price increases of 186.67% and 180.20%, respectively, with net profits of 37 million yuan and 39 million yuan [3] Industry Trends - The international semiconductor industry association predicts that capital expenditure for advanced process equipment will surge to over $50 billion by 2028, a 94% increase from $26 billion in 2024, with a compound annual growth rate of 18% [2] - The Ministry of Industry and Information Technology's 2024 guidance includes domestic KrF and ArF lithography machines, indicating progress in DUV lithography machine technology [1]

Core Viewpoint - The company held a performance briefing on September 19, 2025, to discuss its business layout, product applications, and performance, addressing investor inquiries through an online platform [1]. Group 1: Business Developments - The company has officially commenced production and sales in Huizhou, with ongoing capacity ramp-up [2]. - The subsidiary project in Liuyang is progressing, with updates to be announced [2]. - The company is involved in the establishment of the Shenzhen Tainuo Collaborative Venture Capital Fund with Shanghai Xinwei Technology Group, focusing on investments in humanoid robots [1]. Group 2: Product Applications - The company has invested in Saiwan Yushan, which has an annual production capacity of 36,000 sets of silicon carbide ceramic boats and is involved with new Huawei chip technologies [1]. - The company is validating and promoting UV-curable conductive materials and tungsten tendon ropes for humanoid robots, with samples being tested by several domestic manufacturers under confidentiality agreements [1]. - Electronic fluorinated liquids are primarily used as diluents for anti-fingerprint materials in electronic consumer products, while diamond wire is utilized for glass cutting, also targeting the electronic consumer goods sector [2]. Group 3: Financial Performance - Investors are concerned about the company's ability to turn a profit this year, with expectations of continued pressure on performance due to the photovoltaic industry [2]. - The company indicated that specific performance details will be disclosed in future announcements and periodic reports [2].