证券代码：300806 证券简称：斯迪克 公告编号：2025-062 江苏斯迪克新材料科技股份有限公司 关于投资建设斯迪克高端功能性膜材 扩产项目的公告 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、本次对外投资概述 （一）对外投资的基本情况 针对行业发展趋势及当前市场需求，结合公司的业务布局及中长期发展规划， 江苏斯迪克新材料科技股份有限公司（以下简称"公司"）的全资子公司斯迪克 新型材料（江苏）有限公司（以下简称"斯迪克江苏"或"全资子公司"）拟以 自有资金及/或自筹资金约 50,928.58 万元（最终以实际发生金额为准）投资建 设斯迪克高端功能性膜材扩产项目。投资资金将用于改造装修现有场地，购置性 能先进的 PVD 生产、检测等设备，招募并培训相关生产、技术与管理人员，生产 减反膜、2A3A 膜以及水氧阻隔膜等高端功能性薄膜产品，主要应用于电子行业、 车载屏幕以及显示面板等下游领域。本项目的顺利实施契合公司未来战略布局， 能够进一步提升公司在功能性薄膜领域的技术能力和产品的市场覆盖范围。 （二）对外投资的决策与审批程序 根据《深圳证券交易所创业板 ...

江苏斯迪克新材料科技股份有限公司第五届董事会第十一次会议于 2025 年 7月17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 7 月 14 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，应参加表决董事 9 人，实际参加表决董事 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《江苏斯迪克新材料科技股份有限公司章程》的有关规定。 二、董事会会议审议情况 审议通过《关于投资建设斯迪克高端功能性膜材扩产项目的议案》 证券代码：300806 证券简称：斯迪克 公告编号：2025-060 江苏斯迪克新材料科技股份有限公司 第五届董事会第十一次会议决议公告 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 《第五届董事会第十一次会议决议》。 特此公告。 1 江苏斯迪克新材料科技股份有限公司 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《关于投资建设斯迪克高端功能性膜材扩产项目的公告》（公 ...

Core Viewpoint - The functional release film market in China is projected to maintain a scale of over 22 billion yuan from 2021 to 2024, with a forecasted market size of 23.37 billion yuan in 2024, reflecting a year-on-year growth of 2.4% [5][11][24] Group 1: Industry Overview - Functional release film, known as "release film," is a type of surface film with separation functionality, primarily composed of substrate, bottom glue, and release agent [1][2] - The release film industry can be segmented into upstream (raw materials and equipment), midstream (production), and downstream (application fields) [9][11] - The main raw materials include substrate films, silicone oil, curing agents, and pressure-sensitive adhesives, which directly affect the performance and quality of release films [9][11] Group 2: Market Size and Demand - The Chinese release film market is influenced by fluctuations in downstream market demand, maintaining a scale above 22 billion yuan from 2021 to 2024 [5][11] - In 2024, the consumption structure indicates that consumer electronics will be the largest application field for release films, accounting for 49%, followed by MLCC at 36% and polarizer films at 6% [7][11] Group 3: Application Fields - In the consumer electronics sector, release films are essential for manufacturing various products, including smartphones and laptops, and are projected to reach a market size of approximately 11.39 billion yuan in 2024 [11][13] - The MLCC sector is expected to see a market size growth from 6.125 billion yuan in 2019 to 8.435 billion yuan in 2024, driven by the demand for electronic products and new energy vehicles [15][19] - In the automotive sector, the market size for release films is anticipated to exceed 1 billion yuan, reaching 1.062 billion yuan in 2024, with a year-on-year growth of 7.8% [19][21] Group 4: Industry Players - The global release film industry features established companies such as Toray, Lintec, Mitsubishi, and COSMO, which dominate the high-end market segments [21][23] - In the domestic market, numerous small-scale manufacturers exist, with a focus on mid to low-end products, while a few larger firms are advancing in high-end material production technology [21][23] Group 5: Development Trends - The release film materials are expected to evolve towards higher-end and precision applications, driven by advancements in technology and increasing demands from high-tech industries [24][25] - The rapid development of downstream industries is prompting release film manufacturers to increase R&D investments to meet diverse customer needs [25][26] - The trend of domestic substitution is gaining momentum, with local manufacturers striving to enhance production capabilities to capture more market share in high-end segments [26][28]

Core Viewpoint - The article highlights the successful agricultural development in the Gobi Desert region of Xinjiang, particularly through the establishment of modern greenhouse facilities that enable the cultivation of various crops, including tomatoes and ginger, in an otherwise inhospitable environment [2][3]. Group 1: Agricultural Development - The Gobi Desert has been transformed into a productive agricultural area with the introduction of modern greenhouse technology, allowing for the cultivation of crops like tomatoes and ginger [2][3]. - The establishment of a demonstration park in Yingjisha County, supported by Shandong province, showcases the potential for agricultural innovation in arid regions [2][3]. - The successful growth of ginger in the Gobi Desert is noted as a first in southern Xinjiang, demonstrating the effectiveness of modern agricultural techniques [2][3]. Group 2: Local Community and Culture - The article provides insights into the local community, highlighting the cultural aspects of the Uyghur people and their hospitality, as exemplified by the warm welcome extended to visitors [3][4]. - The personal story of a local worker, who transitioned from studying accounting to managing greenhouses, illustrates the impact of agricultural development on individual lives and local employment opportunities [3][4]. - The description of traditional Uyghur cuisine and family gatherings emphasizes the rich cultural heritage and community spirit in the region [5].

Group 1: Sales Revenue Performance - In 2024, the company expects significant growth in sales revenue across key business segments, with optical display, new energy, and PET film showing substantial increases [2][4] - Sales revenue for 2024 is projected to reach ¥269,055 million, a 37% increase from ¥196,852 million in 2023 [2][4] - Specific segment growth includes: - Optical Display: ¥55,159 million (114% increase) - New Energy: ¥47,108 million (61% increase) - PET Film: ¥14,080 million (158% increase) [2][3] Group 2: Cost and Expense Analysis - Despite revenue growth, the company faces increased costs, with total expenses rising from ¥71,861 million in 2023 to ¥97,988 million in 2024, a 36% increase [3][4] - Major cost increases include: - Depreciation: ¥37,218 million (49% increase) - Labor Costs: ¥37,516 million (22% increase) - R&D Expenses: ¥12,610 million (41% increase) - Financial Costs: ¥10,643 million (47% increase) [3][4] Group 3: Future Growth Expectations - The company has set ambitious sales targets for the next three years, with expected growth rates of 40% in 2025, 75% in 2026, and 120% in 2027, based on 2024 revenue [5][6] - The anticipated revenue for 2025 is ¥37.67 billion, increasing to ¥59.20 billion by 2027 [5][6] Group 4: Strategic Insights - The company has completed major expansion projects, positioning itself for revenue growth as it enters a scaling phase [6][7] - Development of new products and customer relationships is ongoing, enhancing the company's market position [6][7] - The optical display segment is highlighted as the most promising area, with significant R&D investment and market potential [6][7] Group 5: Shareholder Insights - The controlling shareholder has initiated a share reduction for personal financial needs, marking the first reduction since the company's IPO in November 2019 [7] - This decision is not expected to impact the company's governance or operational continuity [7]

证券代码：300806 证券简称：斯迪克 公告编号：2025-058 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 人员减持股份的预披露公告 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。 特别提示： 公司于近日收到控股股东、实际控制人、董事长、总经理金闯先生；董事、 副总经理杨比女士和董事蒋晓明先生出具的《关于股份减持计划的告知函》。现 将相关情况公告如下： | 股东名称 | 类型/职务 | 截至本公告披露 日持有本公司股 | 占公司总股本的比 例 | | --- | --- | --- | --- | | | | 份数量（股） | | | 金闯 | 控股股东、实际控制 人、董事长、总经理 | 155,267,033 | 34.42% | | 杨比 | 董事、副总经理 | 1,561,960 | 0.35% | | 蒋晓明 | 董事 | 184,000 | 0.04% | 一、股东的基本情 ...

近日，公司收到了太仓市数据局出具的《登记通知书》，截至本公告披露日， 青绿环保已按照相关程序完成了注销登记手续。本次注销完成后，青绿环保将不 再纳入公司合并财务报表范围，青绿环保自设立以来未实际经营业务，注销后不 会对公司整体业务发展和盈利水平产生不利影响，不会损害公司及全体股东利益。 特此公告。 江苏斯迪克新材料科技股份有限公司 董事会 证券代码：300806 证券简称：斯迪克 公告编号：2025-057 江苏斯迪克新材料科技股份有限公司 关于控股子公司完成注销的公告 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。 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 4 月 24 日召开第五届董事会第十次会议，审议通过了《关于拟注销控股子公司的议 案》，同意公司注销控股子公司太仓青山绿水环保新材料有限公司（以下简称"青 绿环保"），并授权公司经营管理层依法办理相关清算和注销事宜。具体内容详见 公司 2025 年 4 月 25 日披露于巨潮资讯网（http://www.cninfo.com.cn）上的 《关于拟注销控股子公司的公告》（公告编号 ...

Group 1: Market Overview - The resistive OCA optical adhesive market is categorized into different product types and applications, with significant growth expected from 2019 to 2031 [3][4]. - The market is segmented into various thickness categories, including 25um and 50um, which are projected to show distinct growth trends [4]. - Key applications for resistive OCA optical adhesives include electronic paper, consumer electronics, and aerospace, with each segment expected to grow at varying rates [4][5]. Group 2: Industry Development Status - The overall development of the resistive OCA optical adhesive industry is characterized by specific trends and influencing factors, including market demand and technological advancements [4][5]. - Barriers to entry in the industry are identified, which may affect new entrants and competition levels [4][5]. - The supply-demand dynamics for resistive OCA optical adhesives globally and in China are analyzed, with forecasts extending to 2031 [4][5]. Group 3: Regional Analysis - The global market for resistive OCA optical adhesives is analyzed by major regions, including North America, Europe, Asia-Pacific, Latin America, and the Middle East & Africa, with sales revenue and market share data provided for 2019, 2025, and 2031 [5][6]. - China is highlighted as a significant player in the market, with detailed insights into production capacity, output, and market demand trends [5][6]. Group 4: Competitive Landscape - The competitive landscape of the global resistive OCA optical adhesive market includes major manufacturers, their market shares, production capacities, and sales revenues from 2019 to 2025 [5][6]. - The market concentration and competitive intensity are assessed, identifying leading companies and their respective market positions [5][6]. Group 5: Product and Application Analysis - Different product types of resistive OCA optical adhesives are analyzed for their sales volume and revenue trends from 2019 to 2031, with forecasts indicating future market dynamics [5][6]. - The application analysis reveals the sales volume and revenue contributions from various sectors, with projections for growth in each application area [5][6]. Group 6: Supply Chain and Industry Environment - The supply chain for the resistive OCA optical adhesive industry is outlined, detailing key raw materials, procurement modes, and production processes [5][6]. - The industry environment is examined, including technological trends, driving factors, and regulatory frameworks affecting the market [5][6]. Group 7: Company Profiles - Major companies in the resistive OCA optical adhesive market, such as 3M, Mitsubishi Chemical, and Samsung SDI, are profiled, including their production bases, market positions, and financial performance from 2019 to 2025 [5][6]. - Each company's product specifications, applications, and recent developments are summarized to provide insights into their competitive strategies [5][6].

Core Viewpoint - The integration of party-building initiatives within the industrial chain in Sihong County has led to significant improvements in operational efficiency and revenue growth for local enterprises, exemplified by a 60% increase in orders for Jiangsu Longbo Food Co., Ltd. [1] Group 1: Industrial Chain Development - Sihong County has established a "4+3+X" industrial system, fostering six key industrial chains including membrane materials, new food products, and automotive components, resulting in over 20% revenue growth for industrial enterprises for three consecutive years [1] - The membrane materials industrial chain has united 21 companies and 7 universities, leading to the joint application of 12 patents, showcasing effective collaboration through the united party committee [2] Group 2: Mechanism and Policy Implementation - A "targeted treatment" system has been implemented to address high cold chain costs, resulting in an 8% reduction in expenses for Jiangsu Crab Garden Rice Industry through the establishment of a "green channel" for agricultural products [3] - The county has created a closed-loop system for addressing enterprise needs, resolving over 200 issues related to financing and technological upgrades, and facilitating transactions worth 360 million yuan within the industrial chain [3] Group 3: Ecosystem and Growth - Sihong County has developed an innovative service ecosystem that enhances policy delivery, enabling businesses to access support more efficiently, as evidenced by the creation of a comprehensive policy guide [4] - The "dual-chain" effect is being realized, with the membrane materials sector achieving provincial-level industrial cluster status and local supply rates for mechanical components reaching 75% [4]

Core Viewpoint - The new materials industry is experiencing rapid growth, with significant opportunities arising from technological advancements, policy support, and the need for domestic production capabilities in response to international trade tensions [2][9][13]. Group 1: Industry Overview - The global new materials industry reached a value of $2.8 trillion in 2019, with a competitive landscape divided into three tiers: developed countries in the first tier, rapidly developing countries like China in the second tier, and emerging economies in the third tier [8][12]. - China's new materials industry generated a total output value of 6.4 trillion yuan in 2021, with an average annual growth rate of 23.1% from 2010 to 2021, and is projected to reach 7.5 trillion yuan in 2022 [9][10]. Group 2: Semiconductor Sector - The global semiconductor market was valued at $595 billion in 2021, with expectations to grow to $790 billion by 2026, driven by advancements in 5G and automotive electronics [3][16]. - The semiconductor materials market in China reached $11.9 billion in 2021, growing by 22.2% year-on-year, indicating a significant increase in domestic demand [31][32]. Group 3: Display Materials - The global OLED materials market is expected to grow from approximately $900 million in 2019 to about $2.6 billion by 2024, with a compound annual growth rate (CAGR) of 23.6% [4]. - Domestic companies like Wanrun and Ruile New Materials are leading suppliers in the liquid crystal and OLED material sectors, with significant market shares [4][15]. Group 4: New Energy Materials - The new energy sector is rapidly evolving, with key materials such as composite copper foil, conductive carbon black, and sodium battery materials expected to see substantial market growth [5][15]. - The market for photovoltaic materials is projected to reach 20 billion yuan by 2025, driven by increasing demand for solar energy solutions [15]. Group 5: Environmental Materials - Traditional chemical applications are witnessing upgrades, with domestic companies like Zhongchumai and Jianlong Weina capitalizing on opportunities in molecular sieves and lubricating oil additives [6][15]. - Aerogels, known for their exceptional insulation properties, are gaining traction in construction and electric vehicle markets, with companies like Chenguang New Materials entering this space [6][15].