Market Overview - The Shanghai Composite Index fell by 0.39% on August 26, with 17 out of the 28 sectors rising, led by Agriculture, Forestry, Animal Husbandry, and Fishery, and Beauty and Personal Care, which increased by 2.62% and 2.04% respectively [2] - The Basic Chemical sector ranked third in terms of gains, while the sectors with the largest declines were Pharmaceutical Biology and Non-Bank Financials, down by 1.09% and 1.06% respectively [2] Capital Flow Analysis - The main capital outflow from the two markets totaled 68.855 billion yuan, with only two sectors experiencing net inflows: Beauty and Personal Care (net inflow of 276 million yuan) and Agriculture, Forestry, Animal Husbandry, and Fishery (net inflow of 257 million yuan) [2] - The Non-Ferrous Metals sector saw the largest net outflow, totaling 10.712 billion yuan, followed by Pharmaceutical Biology with a net outflow of 8.254 billion yuan [2] Basic Chemical Sector Performance - The Basic Chemical sector rose by 1.26% despite a net outflow of 858 million yuan, with 256 out of 402 stocks in the sector rising, including 9 hitting the daily limit [3] - Among the stocks with net inflows, the top performer was Zhongke Titanium White, with a net inflow of 326 million yuan, followed by Bai'ao Chemical and Sidike with inflows of 174 million yuan and 126 million yuan respectively [3] - The stocks with the largest net outflows included Quartz Shares, Jinfa Technology, and Hangjin Technology, with outflows of 272 million yuan, 251 million yuan, and 148 million yuan respectively [3][5] Top Gainers in Basic Chemical Sector - The following stocks had significant gains and capital inflows: - Zhongke Titanium White: +10.02%, 325.93 million yuan inflow [3] - Bai'ao Chemical: +10.02%, 173.90 million yuan inflow [3] - Sidike: +1.89%, 125.89 million yuan inflow [3] - New Hecheng: +2.25%, 123.19 million yuan inflow [3] - Lushi Chemical: +6.93%, 122.38 million yuan inflow [3] Top Losers in Basic Chemical Sector - The following stocks experienced significant losses and capital outflows: - Quartz Shares: -4.17%, -272.16 million yuan outflow [5] - Jinfa Technology: -1.39%, -251.22 million yuan outflow [5] - Hangjin Technology: +1.99%, -148.18 million yuan outflow [5] - Feilu Shares: -16.73%, -145.48 million yuan outflow [5] - New Hanhua Materials: -5.09%, -136.93 million yuan outflow [5]

Market Overview - The plastic sector experienced a decline of 1.1% on August 26, with Zhongyan Co. leading the drop [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] Stock Performance - Notable gainers in the plastic sector included: - Nengzhiguang (33.00, +8.73%, 154,800 shares, 517 million CNY) - Haizheng Biomaterials (15.10, +7.63%, 111,100 shares, 164 million CNY) - Ping An Electric (59.13, +4.56%, 118,400 shares, 707 million CNY) [1] - Major decliners included: - Zhongyan Co. (49.95, -6.90%, 110,900 shares, 563 million CNY) - Runyang Technology (54.77, -6.22%, 45,900 shares, 257 million CNY) - Henghe Precision (29.78, -5.04%, 170,900 shares, 515 million CNY) [2] Capital Flow - The plastic sector saw a net outflow of 834 million CNY from major funds, while retail investors contributed a net inflow of 853 million CNY [2] - Specific stock capital flows included: - Sidi Ke (1.39 billion CNY net inflow from major funds, -839,760 CNY from retail) - Anli Co. (58.86 million CNY net inflow from major funds, -13.28 million CNY from retail) [3]

Group 1 - The stock price of Stik dropped to 25.33 CNY as of August 25, 2025, with a decrease of 0.16 CNY, representing a decline of 0.63% [1] - The trading volume on that day was 315,625 lots, with a total transaction value of 782 million CNY, and a turnover rate of 9.98% [1] - The stock reached a high of 25.66 CNY and a low of 23.90 CNY during the trading session, resulting in a fluctuation of 6.90% [1] Group 2 - Stik is primarily engaged in the research, production, and sales of functional coating composite materials, with applications in consumer electronics and new energy vehicles [1] - The company operates within the plastic products industry and is also involved in the new materials sector [1] Group 3 - According to the half-year report for 2025, Stik achieved a revenue of 1.396 billion CNY in the first half of the year, reflecting a year-on-year growth of 4.45% [1] - The net profit attributable to shareholders was 25.2281 million CNY, showing a year-on-year decline of 22.84% [1] - The non-recurring net profit was 11.5054 million CNY, which represents a year-on-year decrease of 48.55% [1] - The basic earnings per share were reported at 0.06 CNY [1] Group 4 - On August 25, 2025, the net outflow of main funds was 55.973 million CNY, accounting for 0.7% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow was 26.1303 million CNY, representing 0.33% of the circulating market value [1]

Core Viewpoint - Stik's semi-annual report indicates a slight increase in revenue but a significant decrease in net profit, highlighting potential challenges in profitability despite revenue growth [1] Financial Performance - The company's semi-annual operating revenue reached 1,395,867,675.77 yuan, representing a year-on-year increase of 4.45% [1] - The net profit attributable to shareholders of the listed company was 25,228,140.83 yuan, showing a year-on-year decrease of 22.84% [1] Shareholder Changes - Among the top ten circulating shareholders, Taikang Life Insurance Co., Ltd. - Dividend - Personal Dividend - 019L-FH002 has been newly added as a circulating shareholder [1]

江苏斯迪克新材料科技股份有限公司 2025 年上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：江苏斯迪克新材料科技股份有限公司 单位：元 | 非经营性资金占 | 资金占用方名称 | 占用方与上 市公司的关 | 上市公司核算的 | 2025 年初占用 | 2025 年 1-6 月占 用累计发生金额 | 2025 年 1-6 月占 用资金的利息 | 2025 年 1-6 月 偿还累计发生 | 2025年6月末 占用资金余 | 占用形成 | 占用性质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 用 | | 联关系 | 会计科目 | 资金余额 | | | | | 原因 | | | | | | | | (不含利息) | (如有) | 金额 | 额 | | | | 控股股东、实际 | | | | | | | | | | | | 控制人及其附属 | | | | | | | | | | | | 企业 | | | | | | | | | | | | 小计 | | | | | | | | | | | | 前控股股东 ...

审议通过《关于公司<2025 年半年度报告>及其摘要的议案》 经审核，监事会认为公司董事会编制和审核公司《2025 年半年度报告》及 其摘要的程序符合相关法律、行政法规和中国证监会的规定，报告内容真实、准 确、完整地反映了公司的实际情况，不存在任何虚假记载、误导性陈述或者重大 遗漏。 证券代码：300806 证券简称：斯迪克 公告编号：2025-064 江苏斯迪克新材料科技股份有限公司 第五届监事会第十一次会议决议公告 本公司及监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。 一、监事会会议召开情况 江苏斯迪克新材料科技股份有限公司第五届监事会第十一次会议于 2025 年 8 月 25 日以现场会议结合通讯的方式在公司会议室召开，会议通知于 2025 年 8 月 15 日以短信或电子邮件的方式送达。本次会议由监事会主席谈正勇先生主持， 会议应出席监事 3 名，实际出席监事 3 名。本次会议的通知及召开均符合《中华 人民共和国公司法》及《江苏斯迪克新材料科技股份有限公司章程》的规定。 二、监事会会议审议情况 江苏斯迪克新材料科技股份有限公司 监事会 2025 年 8 月 ...

一、董事会会议召开情况 江苏斯迪克新材料科技股份有限公司（以下简称"公司"）第五届董事会第 十二次会议于 2025 年 4 月 25 日以现场结合通讯的会议方式在公司会议室召开， 会议通知于 2025 年 4 月 15 日以短信或电子邮件的方式送达。本次会议由董事长 金闯先生召集并主持，会议应出席董事 9 人，实际出席董事 9 人，公司监事及部 分高级管理人员列席本次会议。本次会议的召开符合有关法律、行政法规、部门 规章、规范性文件和《公司章程》的有关规定。 二、董事会会议审议情况 审议通过《关于公司<2025 年半年度报告>及其摘要的议案》 公司严格按照《证券法》及《深圳证券交易所创业板股票上市规则》等规定， 并根据自身实际情况，完成了 2025 年半年度报告的编制工作。经与会董事审议， 同意通过《2025 年半年度报告》及其摘要。 具体内容详见公司同日披露于巨潮资讯网（http://www.cninfo.com.cn）上 的《2025 年半年度报告摘要》（公告编号：2025-065）和《2025 年半年度报告》 （公告编号：2025-0066），《2025 年半年度报告摘要》刊登于《证券时报》。 董事会审 ...

Financial Performance - The company's operating revenue for the first half of 2025 was ¥1,395,867,675.77, representing a 4.45% increase compared to ¥1,336,354,840.20 in the same period last year[19]. - Net profit attributable to shareholders decreased by 22.84% to ¥25,228,140.83 from ¥32,695,601.40 year-on-year[19]. - The net profit after deducting non-recurring gains and losses fell by 48.55% to ¥11,505,421.51 compared to ¥22,364,089.26 in the previous year[19]. - Basic earnings per share decreased by 14.29% to ¥0.06 from ¥0.07 year-on-year[19]. - Operating revenue for the reporting period was CNY 1,395,867,675.77, representing a year-on-year increase of 4.45% compared to CNY 1,336,354,840.20[64]. - Operating costs increased to CNY 1,084,645,980.98, a rise of 3.73% from CNY 1,045,648,983.28 in the previous year[64]. - The company reported a net investment cash flow of CNY -125,789,476.39, a significant improvement of 56.07% from CNY -286,323,324.31 in the previous year[65]. - The company reported a decrease in comprehensive income from CNY 46,626,804.85 in the first half of 2024 to CNY 19,622,519.81 in the first half of 2025, a decline of approximately 57.9%[170]. Cash Flow and Investments - The net cash flow from operating activities increased by 47.02% to ¥154,395,010.27 from ¥105,013,201.57 in the same period last year[19]. - The net cash flow from operating activities for the first half of 2025 was ¥118,293,086.46, a significant improvement compared to a net cash outflow of ¥101,409,920.68 in the same period of 2024[174]. - The total cash outflow from investing activities was ¥125,789,476.39 for the first half of 2025, a decrease of 56.1% from ¥286,323,324.31 in the same period of 2024[173]. - The cash and cash equivalents at the end of the first half of 2025 reached ¥173,495,810.48, compared to ¥91,932,580.63 at the end of the first half of 2024, indicating a year-over-year increase of 88.8%[173]. Assets and Liabilities - Total assets at the end of the reporting period were ¥7,794,986,498.94, a 2.03% increase from ¥7,639,839,857.55 at the end of the previous year[19]. - Total liabilities increased to ¥5,551,326,299.05 from ¥5,422,415,633.29, representing a rise of approximately 2.38%[159]. - Current liabilities rose to ¥2,921,549,492.29 from ¥2,693,651,714.47, marking an increase of approximately 8.47%[159]. - The company reported a total current assets of CNY 2,850,202,404.11 as of June 30, 2025, an increase of 12.67% from CNY 2,529,270,360.84 at the beginning of the period[157]. Research and Development - The R&D expenses accounted for 8.19% of sales revenue in the first half of 2025, with a focus on flexible optical displays, new energy vehicle electronics, optical PET substrates, MLCC release films, and adhesives[54]. - The R&D center employs 254 personnel, reflecting the company's commitment to innovation and technical advancement in the functional coating composite materials industry[54]. - Research and development expenses were CNY 114,307,691.36, showing a slight decrease of 0.38% from CNY 114,745,993.61[65]. Market and Industry Position - The company specializes in the R&D, production, and sales of adhesive and functional coating composite materials, targeting markets such as optics, new energy vehicles, and microelectronics[26]. - The company is recognized as a national-level specialized and innovative "little giant" enterprise, indicating its leading position in the industry[26]. - The functional coating composite materials industry has significant entry barriers due to high technical requirements and the need for long-term experience and capital[45]. Risks and Challenges - The company faces various operational risks, which are detailed in the report[3]. - The company faces risks related to changes in the consumer electronics market, which could impact product demand due to macroeconomic fluctuations[86]. - New product development carries risks of failure, necessitating strong market demand analysis and effective R&D management[87]. - The company faces risks from raw material price fluctuations, particularly for PET film, BOPP film, PI film, and other petroleum-derived products, which directly impact procurement costs and operating income[92]. Corporate Governance and Social Responsibility - The company has established a robust internal control system to protect the rights of shareholders, especially minority shareholders[108]. - The company actively engages in social responsibility initiatives, including support for vulnerable groups and charitable donations[107]. - The company adheres to labor laws and provides competitive benefits to employees, fostering a harmonious labor relationship[109]. Shareholder Information - The total number of restricted shares increased by 226,881 shares, resulting in a total of 137,090,331 restricted shares, which is 30.24% of the total shares[142]. - The total number of unrestricted shares decreased by 226,456 shares, leading to a total of 316,210,172 unrestricted shares, which is 69.76% of the total shares[142]. - The company experienced a change in management, with three vice presidents resigning, leading to a lock-up period for their shares for six months[142].

截至2025年8月22日收盘，斯迪克报25.49元，较前一交易日上涨0.19元，涨幅0.75%。当日该股开盘价 为25.80元，最高触及26.93元，最低下探至25.40元，全天振幅达6.05%。成交量为276448手，成交金额 7.18亿元。 斯迪克主要从事功能性涂层复合材料研发、生产和销售，产品广泛应用于消费电子、新能源汽车等领 域。公司所属行业为塑料制品板块，同时涉及新材料概念。 从资金流向来看，8月22日斯迪克主力资金净流出3044.08万元，占流通市值的0.38%。但近五个交易日 整体呈现资金净流入状态，累计净流入8964.28万元，占流通市值的1.11%。 风险提示：股市有风险，投资需谨慎。 ...

Market Overview - On August 20, the plastic sector rose by 0.27% compared to the previous trading day, with Stik leading the gains [1] - The Shanghai Composite Index closed at 3766.21, up 1.04%, while the Shenzhen Component Index closed at 11926.74, up 0.89% [1] Stock Performance - Stik (300806) closed at 26.40, with a significant increase of 13.30% and a trading volume of 489,900 shares, amounting to a transaction value of 1.22 billion [1] - Other notable performers included: - Xingye Co. (603928) at 17.67, up 10.02% [1] - Tianyang New Materials (603330) at 7.87, up 5.07% [1] - Wotton Technology (000920) at 11.93, up 5.02% [1] - Zhongyan Co. (688716) at 56.29, up 4.59% [1] Capital Flow - The plastic sector experienced a net outflow of 1.103 billion from institutional investors, while retail investors saw a net inflow of 965 million [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Notable capital flows for specific stocks included: - Xingye Co. (603928) had a net inflow of 98.05 million from institutional investors, but a net outflow of 65.75 million from retail investors [3] - Stik (300806) saw a net inflow of 84.32 million from institutional investors, with retail investors withdrawing 77.39 million [3] - Wotton Technology (000920) had a net inflow of 60.83 million from institutional investors, while retail investors withdrew 47.85 million [3]