Core Viewpoint - The stock of Sdiq has experienced significant fluctuations, with a year-to-date increase of 98.53% and a recent decline of 2.06% on September 16, 2023, indicating volatility in investor sentiment and market conditions [1]. Company Overview - Sdiq, officially known as Jiangsu Sdiq New Materials Technology Co., Ltd., was established on June 21, 2006, and went public on November 25, 2019. The company specializes in the research, production, and sales of functional film materials, electronic-grade adhesive materials, thermal management composite materials, and film packaging materials [1]. - The revenue composition of Sdiq includes electronic-grade adhesive materials (52.07%), film packaging materials (16.77%), functional film materials (15.93%), polymer film materials (7.62%), other (6.03%), and thermal management composite materials (1.57%) [1]. Financial Performance - As of June 30, 2025, Sdiq reported a revenue of 1.396 billion yuan, reflecting a year-on-year growth of 4.45%. However, the net profit attributable to shareholders decreased by 22.84% to 25.2281 million yuan [2]. - Since its A-share listing, Sdiq has distributed a total of 91.199 million yuan in dividends, with 32.9732 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, Sdiq had 17,800 shareholders, a decrease of 2.15% from the previous period. The average number of circulating shares per person increased by 2.19% to 17,750 shares [2]. - Among the top ten circulating shareholders, Shenwan Lingshin New Economy Mixed A (310358) holds 6.6676 million shares, unchanged from the previous period, while Hong Kong Central Clearing Limited holds 3.2071 million shares, a decrease of 2.4778 million shares [3]. Market Activity - On September 16, 2023, Sdiq's stock price was 25.69 yuan per share, with a trading volume of 209 million yuan and a turnover rate of 2.53%. The total market capitalization stood at 11.645 billion yuan [1]. - The stock has shown strong performance in recent trading periods, with a 13.42% increase over the last five trading days, a 10.26% increase over the last twenty days, and a 58.58% increase over the last sixty days [1]. Industry Classification - Sdiq is classified under the Shenwan industry category of basic chemicals - plastics - film materials, and is associated with concepts such as photoresist, optics, mid-cap, specialized and innovative enterprises, and smart glasses [1].

Company Announcements - Junsheng Electronics' subsidiary has recently secured a global automotive intelligence project with a total order value of approximately 15 billion yuan, expected to start mass production in 2027 [1] - Shangluo Electronics plans to acquire 88.79% of Ligon Technology for 700 million yuan, focusing on authorized distribution of storage chips and various IC products [2][3] - Xinda Zheng intends to purchase at least 51% of Jiaxin Liheng Facility Management (Shanghai) Co., Ltd., with the stock currently suspended [1] - Dingtong Technology plans to invest up to 15 million USD to establish a wholly-owned subsidiary in Vietnam for R&D and production of optical module liquid cooling products [1][3] - Kexing Pharmaceutical's shareholders are inquiring about transferring shares at an initial price of 30.88 yuan per share, which is a 28% discount compared to the closing price [4] - Zhongtai Automobile has been ordered to pay 29.5 million yuan plus overdue interest due to a court ruling, which may significantly impact its current or future performance [5] - Shoukai Co., Ltd. has seen a significant increase in shareholder numbers and some institutional shareholders have reduced their holdings [5] Investment and Contracts - Laofengxiang plans to jointly invest in establishing Laofengxiang Precision Materials Company to build a modern refining and testing laboratory [8] - Longci Technology intends to invest 210 million yuan in the second phase of its Vietnam project to localize the supply of permanent magnet ferrite raw materials [9] - Sileck has signed a 230 million yuan investment cooperation agreement for a new energy precision structural components project [10] Shareholding Changes - Jingchen Co. plans to acquire 316 million yuan for 100% of Chip Micro Semiconductor [6] - Beijing Junzheng has seen a reduction of 4.8254 million shares by its shareholder Beijing Yitang Shengxin [5] - Green Harmony's actual controllers have completed a reduction of 2.99% of their shares [7] - Hangke Technology's actual controller plans to transfer 3% of the total share capital [7] Stock Price Movements - Nanfeng Co. has reported that its 3D printing service project has not yet materialized, which may affect its current year's revenue and profit [3] Other Developments - Borui Pharmaceutical's BGM0504 tablets have been approved for clinical trials in overweight/obese adults, with no similar oral formulations approved globally [4] - Southwest Securities' subsidiary will lose its listing status on September 29 due to failure to meet resumption guidelines [20]

Core Viewpoint - The company, Stik (300806.SZ), announced that its controlling shareholder, actual controller, chairman, and general manager, Jin Chuang, will reduce his shareholding by 2.6 million shares between September 3 and September 12, 2025, through block trading and centralized bidding, resulting in a decrease in shareholding ratio from 39.50% to 38.92% [1] Summary by Categories - **Shareholding Changes** - Jin Chuang and his concerted actor, Shi Rong, will see their combined shareholding ratio decrease from 39.50% to 38.92% due to the reduction of 2.6 million shares [1] - **Compliance with Previous Plans** - The reduction aligns with the previously disclosed share reduction plan and will not lead to a change in the company's control [1] - **Impact on Company Governance** - The share reduction will not affect the company's governance structure or its ongoing operations [1]

Core Points - The company, Stik (300806.SZ), announced that its controlling shareholder, actual controller, chairman, and general manager, Jin Chuang, reduced his shareholding by 2.6 million shares between September 3 and September 12, 2025 [1] - This reduction led to a decrease in the combined shareholding of Jin Chuang and his concerted party, Shi Rong, from 39.50% to 38.92%, triggering a 1% change in equity [1] - The share reduction aligns with the previously disclosed reduction plan and will not result in a change of control or impact the company's governance structure and ongoing operations [1]

证券代码：300806 证券简称：斯迪克 公告编号：2025-070 江苏斯迪克新材料科技股份有限公司 关于控股股东、实际控制人减持股份触及 1% 整倍数的公告 控股股东、实际控制人金闯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），公司控股股东、实际控制 人、董事长、总经理金闯先生计划自减持预披露公告披露之日起 15 个交易日之 后的 3 个月内（即 2025 年 7 月 25 日至 2025 年 10 月 24 日期间，窗口期不减持）， 合计通过集中竞价交易方式减持公司股份不超过 4,510,785 股、大宗交易方式减 持公司股份不超过 9,021,570 股，即不超过公司当前总股本（扣除回购专用账户 持有股份数量后）的 3%。 公司于近日收到金闯先生出具的《关于减持股份触及 1%整数倍的告知 ...

9月15日，斯迪克大宗交易成交45万股，成交额1162.8万元，占当日总成交额的2.38%，成交价25.84 元，较市场收盘价26.23元折价1.49%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-09-15 | 300806 | 斯迪克 | 25.84 | 45.00 | | 1,162.80 华安证券股份有限 | 国泰海通证券股份 | | | | | | | | 公司重庆财富大道 | 有限公司深圳分公 | | | | | | | | 证券营业部 | 可华富路证券营业 | ...

Company Overview - Sdiq is located in Taicang, Jiangsu Province, established on June 21, 2006, and listed on November 25, 2019. The company specializes in the research, production, and sales of functional film materials, electronic-grade adhesive materials, thermal management composite materials, and film packaging materials [1]. Financial Performance - As of June 30, 2025, Sdiq achieved operating revenue of 1.396 billion yuan, representing a year-on-year growth of 4.45%. However, the net profit attributable to shareholders decreased by 22.84% to 25.2281 million yuan [2]. - The company has distributed a total of 91.199 million yuan in dividends since its A-share listing, with 32.9732 million yuan distributed over the past three years [3]. Stock Performance - On September 15, Sdiq's stock price increased by 2.07%, reaching 26.63 yuan per share, with a trading volume of 136 million yuan and a turnover rate of 1.65%. The total market capitalization is 12.071 billion yuan [1]. - Year-to-date, Sdiq's stock price has risen by 105.80%, with a 13.80% increase over the last five trading days, a 10.87% increase over the last 20 days, and a 74.28% increase over the last 60 days [1]. Shareholder Information - As of June 30, 2025, Sdiq had 17,800 shareholders, a decrease of 2.15% from the previous period. The average number of circulating shares per person increased by 2.19% to 17,750 shares [2]. - Among the top ten circulating shareholders, Shenwan Lingshin New Economy Mixed A (310358) holds 6.6676 million shares, unchanged from the previous period, while Hong Kong Central Clearing Limited holds 3.2071 million shares, a decrease of 2.4778 million shares [3]. Business Segmentation - The main business revenue composition includes electronic-grade adhesive materials (52.07%), film packaging materials (16.77%), functional film materials (15.93%), polymer film materials (7.62%), other (supplementary) (6.03%), and thermal management composite materials (1.57%) [1].

Market Performance - The plastic sector increased by 1.5% compared to the previous trading day, with Shangwei New Materials leading the gains [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Top Gainers in Plastic Sector - Shangwei New Materials (688585) closed at 90.01, up 12.57%, with a trading volume of 119,200 shares and a transaction value of 1.036 billion [1] - Hangzhou High-tech (300478) closed at 22.26, up 11.52%, with a trading volume of 184,800 shares and a transaction value of 393 million [1] - Fula New Materials (605488) closed at 34.30, up 10.01%, with a trading volume of 216,700 shares and a transaction value of 718 million [1] Decliners in Plastic Sector - Jundingda (301538) closed at 93.75, down 4.63%, with a trading volume of 40,500 shares and a transaction value of 383 million [2] - Henghe Precision (300539) closed at 37.58, down 3.86%, with a trading volume of 176,700 shares and a transaction value of 666 million [2] - Ruifeng High Materials (300243) closed at 11.78, down 3.68%, with a trading volume of 137,700 shares and a transaction value of 163 million [2] Capital Flow Analysis - The plastic sector experienced a net outflow of 250 million from institutional investors, while retail investors saw a net inflow of 329 million [2][3] - Major stocks like Jinfatech (600143) had a net inflow of 24.4 million from institutional investors, while Fula New Materials (605488) saw a net inflow of 173 million [3] - Retail investors showed a net outflow in several stocks, including Fula New Materials and Shangwei New Materials, indicating mixed sentiment [3]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603879 | 永倪科技 | 6.45 | -4.59% | 22.62万 | 1.46亿 | | 301216 | 万凯新材 | 20.78 | -1.70% | 38.12万 | 7.89亿 | | 002768 | 国恩股份 | 46.91 | -1.68% | 5.86万 | 2.72亿 | | 301565 | 中仑新材 | 25.76 | -1.64% | 10.92万 | 2.81亿 | | 688203 | 海正生材 | 16.29 | -1.45% | 5.41万 | 8732.63万 | | 300995 | 奇德新材 | 53.10 | -1.14% | 5.99万 | 3.13亿 | | 002108 | 沧州明珠 | 4.13 | -0.96% | 76.72万 | 3.17亿 | | 300218 | 安利股份 | 20.51 | -0.58% | 11.24万 | 2.31亿 | | 600135 | 乐凯胶片 | ...

Core Viewpoint - The company has established mature mass production capabilities in the high-end release film sector, with stable production and supply of related products [1] Group 1: Company Developments - The company is closely monitoring advancements in the electronic skin field and maintains technical exchanges and information communication with various parties [1] - The company will disclose any substantial cooperation progress in the electronic skin area in accordance with regulatory requirements [1]