证券代码：300700 证券简称：岱勒新材 公告编号：2025-054 | 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） | （%） | | 康戒骄 | 合计持有股 份 | 1,020,180 | 0.26 | 765,135 | 0.19 | | | 其中：无限 售条件股份 | 255,045 | 0.06 | 0 | 0.00 | 长沙岱勒新材料科技股份有限公司 关于公司董事、副总经理股份减持完成的公告 公司董事、副总经理康戒骄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。 长沙岱勒新材料科技股份有限公司（以下简称"公司"）于2025年7月8日披 露了《关于实际控制人之一致行动人、持股5%以上股东、部分董事及高级管理 人员减持股份的预披露公告》（公告编号：2025-036）。 ...

Group 1 - The core viewpoint of the article highlights that DaiLe New Materials (300700) is actively promoting its UV-curable conductive materials through its subsidiary DaiHua, which can be customized in color according to customer needs [1] - The UV-curable conductive materials are specifically designed for use in robotic electronic skin, indicating a focus on advanced technology applications [1] - The company is currently conducting promotional tests with several clients to evaluate the performance and acceptance of these materials [1]

Group 1 - The company DaiLe New Materials (300700.SZ) has indicated that its subsidiary DaiHua's UV-curable conductive materials can be used for robotic electronic skin [2] - The electronic skin can be customized in color according to customer requirements, indicating flexibility in production [2] - Currently, the electronic skin is in the promotion testing phase with some customers [2]

Financial Performance - Company reported total revenue of 201 million, a year-on-year increase of 1.79% [1] - Net profit attributable to shareholders was -67.21 million, a year-on-year decrease of 60.46% [1] - In Q2, total revenue reached 99.82 million, a year-on-year increase of 56.55% [1] - Q2 net profit attributable to shareholders was -35.21 million, a year-on-year increase of 16.28% [1] - Gross margin was -9.02%, a decrease of 302.74% year-on-year [1] - Net margin was -34.25%, a decrease of 57.48% year-on-year [1] - Earnings per share was -0.17, a decrease of 54.55% year-on-year [1] Accounts Receivable and Payable - Accounts receivable increased by 24.58% due to extended payment terms in the industry [2] - Accounts payable decreased by 30.73% as payments to suppliers were made [7] - Other payables decreased by 34.07% due to the completion of employee stock incentive subscriptions [7] Borrowing and Debt - Short-term borrowings increased by 58.55% due to an increase in long-term borrowings due within one year [3] - Long-term borrowings decreased by 46.31% for the same reason [4] - The company’s debt ratio for interest-bearing liabilities reached 25.79% [10] Cash Flow and Expenses - Operating cash flow per share was -0.1, a decrease of 125.22% year-on-year [1] - Total sales, management, and financial expenses amounted to 34.85 million, accounting for 17.37% of revenue, a year-on-year decrease of 13.33% [1] - Cash and cash equivalents net increase was -142.55%, influenced by extended payment terms and increased cash purchases of tungsten wire materials [9] Investment and R&D - R&D expenses decreased by 8.47% due to reduced stock incentive costs [9] - Investment activities generated a net cash flow decrease of 416.75% due to increased cash payments for fixed asset acquisitions [9] Business Evaluation - Historical median ROIC since listing is 10.66%, with the worst year being 2024 at -15.7% [9] - The company has reported losses in three out of seven annual reports since its listing, indicating a fragile business model [9]

Core Viewpoint - Dai Le New Materials (300700.SZ) reported its semi-annual results for 2025, highlighting a significant presence of institutional investors holding 26.59% of the total shares, indicating growing institutional interest in the company [1] Institutional Investors - As of August 22, 2025, seven institutional investors disclosed holdings in Dai Le New Materials, totaling 105 million shares [1] - The institutional investors include notable firms such as Hunan Chengxi Yi Technology Co., Ltd., Hunan Huazhou Investment Private Fund Management Co., Ltd., and Barclays Bank PLC [1] - The overall institutional holding percentage increased by 0.33 percentage points compared to the previous quarter [1] Public Funds - One public fund, GF Zhongzheng A500 Index Enhanced A, was disclosed in this period, with no new public funds reported compared to the previous quarter [1] Foreign Investment - One new foreign institution, Barclays Bank PLC, disclosed its holdings this period, while J.P. Morgan Securities PLC was not reported in the current quarter [1]

Group 1 - The core point of the article is that Daili New Materials (SZ 300700) announced the convening of its 2025 second extraordinary general meeting of shareholders during the 27th meeting of its fourth board of directors held on August 21, 2025 [1] - For the fiscal year 2024, Daili New Materials reported that its revenue composition is as follows: diamond wire accounts for 83.25%, other products account for 12.7%, and other business segments account for 4.05% [1] - As of the time of reporting, Daili New Materials has a market capitalization of 5.2 billion yuan [1]

Core Viewpoint - The company announced the cancellation of stock options due to unmet performance conditions for the second exercise period of its 2023 stock option incentive plan [1][4]. Group 1: Stock Option Incentive Plan - The company held a board meeting on August 21, 2025, to review and approve the cancellation of stock options that did not meet the exercise conditions for the second exercise period [1]. - The stock option incentive plan was initially approved, and the independent directors expressed their agreement with the plan [1][3]. - The stock options granted on July 17, 2023, totaled 2.28 million shares at an exercise price of 16.57 yuan per share, with 34 individuals receiving the options [3]. Group 2: Performance Conditions and Results - The performance target for the second exercise period required a net profit of 500 million yuan or a revenue growth rate compared to 2022 [4]. - The actual net profit for 2024 was reported as -253.56 million yuan, a decrease of 23.57% from 2022, and the revenue was 359.30 million yuan, a decline of 378.76% [4]. - As a result, the performance conditions were not met, leading to the cancellation of 1 million stock options for the current employees [4]. Group 3: Impact and Compliance - The cancellation of stock options does not affect the company's capital structure or operational status and is in line with the relevant regulations [4][5]. - The supervisory board confirmed that the cancellation complies with the stock incentive management regulations and does not harm the interests of the company or its shareholders [4].

Core Viewpoint - The company has announced the achievement of the second vesting conditions for its stock incentive plan, allowing for the vesting of 982,800 shares of restricted stock to eligible participants [1][13][21] Summary by Sections Stock Incentive Plan Overview - The stock incentive plan was initiated with a total of 87 million shares, with 8.12% allocated for the initial grant and 18.69% reserved for future grants [1][2] - The first grant consisted of 8.7 million shares, representing 81.31% of the total incentive plan [1] Vesting Conditions and Performance Targets - The vesting schedule includes three periods: 40% after 12 months, 30% after 24 months, and 30% after 36 months from the initial grant date [2][3] - The performance targets for the first vesting period require a net profit of 30 million yuan or a revenue increase of 30% for 2022 [3][4] - For the second vesting period, the targets are set at a net profit of 60 million yuan or a revenue increase of 60% for 2023 [4][5] Approval and Compliance - The board of directors and the supervisory board have approved the vesting conditions, confirming that the conditions have been met for the eligible participants [13][17] - The company has followed necessary procedures and disclosed information in compliance with relevant regulations [18][20] Impact on Financials - The vesting of 982,800 shares will increase the total share capital, potentially affecting earnings per share and return on equity [21] - The company does not anticipate significant impacts on its financial condition or operational results from this vesting [21]

格隆汇8月22日丨岱勒新材(300700.SZ)公布2025年半年度报告，上半年公司实现营业收入2.01亿元，同 比增长1.80%；归属于上市公司股东的净利润-6721.23万元；归属于上市公司股东的扣除非经常性损益 的净利润-6730.44万元；基本每股收益-0.17元。 ...

长沙岱勒新材料科技股份有限公司 2025 年半年度非经营性资金占用及其他关联资金往来情况汇总表 编制单位：长沙岱勒新材料科技股份有限公司 单位：万元 | | | 占用方与上市公司 | 上市公司核算的 | 2025 年期初占 | 2025 | 年半年度 | 2025 年半年 | 2025 年半年 | 2025 年半 | 占用形成 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性资金占用 | 资金占用方名称 | 的关联关系 | 会计科目 | 用资金余额 | | 占用累计发生金 | 度占用资金的 | 度偿还累计 | | 年度期末占 原因 | 占用性质 | | | | | | | | 额（不含利息） | 利息（如有） | 发生金额 | | 用资金余额 | | | 控股股东、实际控制人及其 | | | | | | | | | | | | | 附属企业 | | | | | | | | | | | | | 小计 | - | - | - | | | | | | | | - | | 前控股股东、实际控制人及 ...