Group 1 - The core viewpoint of the news is that as of October 26, 2025, institutional investors hold a total of 27.81 million shares of Stik (300806.SZ), accounting for 6.13% of the total share capital, which represents a decrease of 2.76 percentage points compared to the previous quarter [1] - Five institutional investors disclosed their holdings in Stik, including Shanghai Yuanfan Investment Co., Ltd., Industrial and Commercial Bank of China - Shenwan Hongyuan New Economy Mixed Securities Investment Fund, Hong Kong Central Clearing Limited, J.P. Morgan Securities PLC - proprietary funds, and Industrial Bank Co., Ltd. - Xingquan Trend Investment Mixed Securities Investment Fund [1] - In the public fund sector, one fund, Shenwan Hongyuan New Economy Mixed A, reduced its holdings by 0.18% compared to the previous quarter, while one new public fund, Xingquan Trend Investment Mixed (LOF), was disclosed [1] Group 2 - From the perspective of foreign investment, one foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.38% compared to the previous quarter, and one new foreign institution, J.P. Morgan Securities PLC - proprietary funds, was disclosed [2]

Core Insights - The company reported a revenue of 2.239 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 11.57% [1] - The net profit attributable to shareholders was 45.27 million yuan, showing a year-on-year decline of 15.81% [1] - The basic earnings per share stood at 0.10 yuan [2] Financial Performance - The gross profit margin for the first three quarters was 22.32%, down 0.95 percentage points year-on-year [2] - The net profit margin was 2.02%, a decrease of 0.66 percentage points compared to the same period last year [2] - In Q3 2025, the gross profit margin was 22.37%, down 3.92 percentage points year-on-year but up 0.62 percentage points quarter-on-quarter [2] - The net profit margin for Q3 was 2.38%, down 0.77 percentage points year-on-year but up 0.23 percentage points from the previous quarter [2] Expense Analysis - Total operating expenses for the period were 480 million yuan, an increase of 26.81 million yuan year-on-year [2] - The expense ratio was 21.43%, a decrease of 1.14 percentage points from the same period last year [2] - Sales expenses increased by 12.98%, while management expenses rose by 7.36% [2] - R&D expenses decreased by 2.40%, and financial expenses increased by 16.43% [2] Shareholder Information - As of the end of Q3 2025, the total number of shareholders was 20,100, an increase of 2,250 or 12.63% from the end of the previous half [2] - The average market value per shareholder rose from 419,900 yuan to 591,000 yuan, an increase of 40.77% [2] Company Overview - Jiangsu Sidike New Materials Technology Co., Ltd. specializes in the R&D, production, and sales of functional film materials, electronic-grade adhesive materials, thermal management composite materials, and film packaging materials [3] - The main revenue sources include electronic-grade adhesive materials (52.07%), film packaging materials (16.77%), and functional film materials (15.93%) [3] - The company is classified under the basic chemical industry, specifically in the plastic and film materials sector [3]

Core Viewpoint - The company reported a revenue of 2.239 billion yuan for the first three quarters of 2025, reflecting a year-on-year growth of 11.57%, while the net profit attributable to shareholders decreased by 15.81% to 45.27 million yuan [1] Financial Performance - Revenue for the first three quarters of 2025 reached 2.239 billion yuan, marking an increase of 11.57% compared to the previous year [1] - Net profit attributable to shareholders was 45.27 million yuan, which represents a decline of 15.81% year-on-year [1] - Basic earnings per share stood at 0.10 yuan, down 16.67% from the same period last year [1]

证券代码：300806 证券简称：斯迪克 公告编号：2025-075 江苏斯迪克新材料科技股份有限公司 第五届监事会第十二次会议决议公告 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十二次会议于 2025 年 10 月 24 日以现场会议方式结合通讯表决方式在公司会议室召开，会议通知于 2025 年 10 月 23 日以短信或电子邮件的方式送达，经全体监事一致同意豁免本 次监事会会议通知时限。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《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 1、审议通过《关于豁免公司第五届监事会第十二次会议通知时限的议案》 经审议，全体监事一致同意豁免公司第五届监事会第十二次会议的通知时限， 于 2025 年 10 月 24 日召开第五届监事会第十二次会议。 表决结果：3 票同意，0 票反对，0 票弃权，议案获得通过。 2、审议通过《关于公司<2025 年第 ...

证券代码：300806 证券简称：斯迪克 公告编号：2025-074 江苏斯迪克新材料科技股份有限公司 第五届董事会第十三次会议决议公告 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。 一、董事会会议召开情况 二、董事会会议审议情况 1、审议通过《关于豁免公司第五届董事会第十三次会议通知时限的议案》 经审议，全体董事一致同意豁免公司第五届董事会第十三次会议的通知时限， 于 2025 年 10 月 24 日召开第五届董事会第十三次会议。 表决结果：9 票同意，0 票反对，0 票弃权，议案获得通过。 2、审议通过《关于公司<2025 年第三季度报告>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 年第三季度报告的编制工作。经与会董事审 议，同意通过《2025 年第三季度报告》。 江苏斯迪克新材料科技股份有限公司第五届董事会第十三次会议于 2025 年 10 月 24 日以现场会议方式结合通讯表决方式在公司会议室召开，会议通知于 2025 年 10 月 23 日以短信或电子邮件的方式送达，经全体董 ...

Financial Performance - The company's operating revenue for Q3 2025 reached ¥842,890,352.40, representing a 25.74% increase compared to the same period last year[5] - Net profit attributable to shareholders decreased by 4.90% to ¥20,041,683.16, while the net profit excluding non-recurring items increased by 37.68% to ¥13,877,607.55[5] - Total operating revenue for the current period reached ¥2,238,758,028.17, an increase of 11.55% compared to ¥2,006,681,224.55 in the previous period[20] - Net profit for the current period was ¥45,260,131.50, a decrease of 16.00% from ¥53,761,141.26 in the previous period[21] - The total comprehensive income attributable to the parent company was CNY 45,017,976.00, down from CNY 53,405,973.22 in the previous period, representing a decrease of approximately 15.5%[22] - Basic and diluted earnings per share decreased to CNY 0.10 from CNY 0.12, reflecting a decline of 16.67%[22] Cash Flow and Liquidity - Cash flow from operating activities for the year-to-date period increased by 83.39% to ¥276,984,005.36[5] - Cash inflow from operating activities increased to CNY 1,437,541,220.25, compared to CNY 1,293,677,273.71 in the previous period, marking an increase of about 11.1%[22] - Net cash flow from operating activities was CNY 276,984,005.36, up from CNY 151,039,540.74, indicating a significant increase of approximately 83.6%[22] - Cash outflow from investing activities totaled CNY 275,418,683.22, down from CNY 423,528,009.39, showing a decrease of about 35%[23] - Net cash flow from financing activities was CNY 224,867,755.06, compared to CNY 150,265,385.94 in the previous period, reflecting an increase of approximately 49.5%[23] - The ending balance of cash and cash equivalents increased to CNY 322,147,306.09 from CNY 126,683,172.84, representing a growth of about 154.1%[23] Assets and Liabilities - Total assets at the end of the reporting period amounted to ¥7,878,247,624.34, reflecting a 3.12% increase from the end of the previous year[5] - Current liabilities totaled ¥3,027,178,531.00, an increase of 12.41% compared to ¥2,693,651,714.47[18] - Non-current liabilities decreased to ¥2,582,487,537.44 from ¥2,728,763,918.82, a decline of 5.37%[18] - The total equity attributable to shareholders of the parent company rose to ¥2,268,502,952.09 from ¥2,217,335,927.96, an increase of 2.33%[18] Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 20,064, with the largest shareholder holding 32.10% of the shares[9] - The top ten unrestricted shareholders collectively hold 37.35% of the company's shares, with the largest shareholder, Jin Chuang, holding 29,080,023 shares[10] - The company has a total of 136,863,875 restricted shares, with no new restricted shares added during the period, maintaining the same level of high-level management lock-up[12][13] - The company’s major shareholders, including Jin Chuang and Shi Rong, are also the actual controllers, ensuring stable governance[10] Operational Efficiency and Investments - The company reported a significant increase in cash and cash equivalents, up 97.70% to ¥385,324,840.17, due to improved operational efficiency[8] - The company experienced a 60.59% increase in notes receivable, totaling ¥266,471,817.24, attributed to a higher proportion of sales settled by notes[8] - The company reported a 152.15% increase in other current liabilities, primarily due to an increase in discounted and endorsed bank acceptance bills[8] - The company is investing in the expansion of high-end functional film materials, indicating a strategic focus on enhancing production capabilities[14] - The company has completed the registration of a wholly-owned subsidiary, which may support future growth initiatives[14] - The company has reported a total of ¥68,651,613.49 in financing receivables, an increase from ¥53,103,207.54, reflecting improved financing activities[16] - The company’s other receivables increased to ¥23,712,838.38 from ¥15,081,009.43, indicating a positive trend in receivables management[16] Accounting and Reporting - The financial report for the third quarter was not audited, which may impact the reliability of the reported figures[24] - The company plans to implement new accounting standards starting in 2025, which may affect future financial reporting[24] - Research and development expenses for the current period were ¥177,181,852.75, slightly down from ¥181,537,367.82[21] - The company reported a financial expense of ¥98,980,410.27, which increased from ¥85,010,829.27 in the previous period[21] - The company’s deferred income tax assets increased to ¥181,210,684.77 from ¥163,321,227.58, reflecting a growth of 10.67%[18] Earnings and Returns - The company’s basic earnings per share decreased by 20.00% to ¥0.04, while diluted earnings per share also decreased by 20.00% to ¥0.04[5] - The weighted average return on equity was 0.89%, down 0.06% from the previous year[5]

Core Viewpoint - The company has completed the construction of workshops 16 and 17, which are intended for the expansion project of composite materials for new energy battery functional coatings, and is progressing with subsequent capacity construction as planned [2] Group 1 - The company confirmed that workshops 16 and 17 have been completed and are on track for further capacity development [2] - The specific product line planning for these workshops will be determined based on market demand dynamics, downstream application expansion, and production equipment compatibility [2] - The company will provide timely updates on capacity construction and product planning in accordance with information disclosure requirements [2]

Core Viewpoint - The major shareholder and actual controller of Stik (300806.SZ), Jin Chuang, has reduced his stake in the company, which has led to a decrease in his and his concerted action partner Shi Rong's combined shareholding from 39.50% to 36.89% [1] Summary by Relevant Sections - **Shareholding Reduction** Jin Chuang has cumulatively reduced his shareholding by approximately 11.8 million shares from September 3 to October 15, 2025, as part of a previously disclosed reduction plan, with a maximum intended reduction of 3% of the company's total share capital [1] - **Trading Frequency and Volume** Jin Chuang's share reduction has been frequent since September, with nearly daily reductions except for a few trading days. The largest single-day reduction occurred on September 22, with a total of 2.58 million shares sold through centralized bidding and block trading. Another significant reduction of 1.17 million shares took place on October 9 [1] - **Estimated Market Value of Reduction** The estimated cumulative market value of the shares reduced by Jin Chuang is approximately 339 million yuan [1]

Group 1 - The company announced that its controlling shareholder and actual controller, Jin Chuang, reduced his holdings by a total of 13.2525 million shares, representing a reduction ratio of 2.9236% from September 3, 2025, to January 17, 2025 [1] - The company's director and deputy general manager, Yang Bi, reduced his holdings by 390,500 shares, representing a reduction ratio of 0.0861% from August 6, 2025, to January 17, 2025 [1] - Director Jiang Xiaoming reduced his holdings by 46,000 shares, representing a reduction ratio of 0.0101% from July 28, 2025, to September 5, 2025 [1]

证券代码：300806 证券简称：斯迪克 公告编号：2025-073 公司控股股东、实际控制人金闯先生；公司董事、副总经理杨比女士和公司 董事蒋晓明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。 江苏斯迪克新材料科技股份有限公司（以下简称"公司"）于 2025 年 7 月 3 日在巨潮资讯网上披露了《关于控股股东、实际控制人及部分董事、高级管理人 员减持股份的预披露公告》（公告编号：2025-058），近日公司收到金闯先生、 杨比女士及蒋晓明先生出具的《关于减持计划实施完毕的告知函》，金闯先生、 杨比女士及蒋晓明先生本次减持计划已实施完毕，现将有关情况公告如下： 一、股东减持情况 江苏斯迪克新材料科技股份有限公司 关于控股股东、实际控制人及部分董事、高级管理人 员股份减持完毕的公告 注 1：剔除公司回购专用账户股份 2,221,971 股后的总股本为 451,078,532 股，剔除前的 公司总股本为 453,300,503 股，下同。 注 2：本公告若出现比例总数与分项数值之和不符的情况，为四舍五入所 ...