证券代码：300806 证券简称：斯迪克 公告编号：2025-069 江苏斯迪克新材料科技股份有限公司 关于控股股东部分股份解除质押的公告 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"）于近日收到控 股股东、实际控制人金闯先生的通知，获悉其所持有公司的部分股份办理了解除 质押手续，具体事项如下： 一、股东股份解除质押的基本情况 1 股东名称 是否为控股 股东或第一 大股东及其 一致行动人 本次解除质 押数量（股） 占其所持 股份比例 占公司总 股本比例 质押起始日期 解除质押日期 质权人 金闯 是 8,500,000 5.47% 1.88% 2025 年 3 月 3 日 2025 年 8 月 27 日 华安证券股 份有限公司 金闯 是 3,670,000 2.36% 0.81% 2023 年 9 月 13 日 2025 年 8 月 28 日 海通证券股 份有限公司 金闯 是 280,000 0.18% 0.06% 2024 年 1 月 18 日 2025 年 8 月 28 日 海通证券股 份有限公司 金闯 ...

Group 1 - The core point of the article is the establishment of a new materials technology company by Stik (斯迪克), named Changzhou Gongyue Xingchen New Materials Technology Co., Ltd., with a registered capital of 120 million yuan [1] - The business scope of the new company includes research and development, manufacturing, and sales of electronic special materials, as well as sales of high-purity elements and compounds [1] - Stik holds 100% ownership of the newly established company, indicating a strategic move to expand its operations in the new materials sector [1]

证券代码：300806 证券简称：斯迪克 公告编号：2025-068 江苏斯迪克新材料科技股份有限公司 关于设立全资子公司并完成工商注册登记的公告 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。 成立日期：2025 年 08 月 27 日 住所：常州西太湖科技产业园兰香路 8 号 11 号楼 1 楼 注册资本：12000 万元整 公司类型：有限责任公司 一、对外投资概述 根据公司发展战略规划，江苏斯迪克新材料科技股份有限公司（以下简称"公 司"）以自有资金 12,000 万元投资设立全资子公司常州共跃星辰新材料科技有限 公司。 根据《深圳证券交易所创业板股票上市规则》及《公司章程》等有关规定， 本次对外投资未达到董事会审议标准，无需董事会审议。 本次对外投资不构成关联交易，亦不构成《上市公司重大资产重组管理办法》 规定的重大资产重组。 二、成立全资子公司基本情况 近日，公司已完成了全资子公司的工商注册登记手续，并取得了常州市武进 区政务服务管理办公室颁发的《营业执照》，基本情况如下： 公司名称：常州共跃星辰新材料科技有限公司 统一社会信用代码：91320412 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [10]. Core Views - The company reported a revenue of 1.4 billion yuan in the first half of 2025, representing a year-on-year increase of 4.5%, while the net profit attributable to shareholders was 30 million yuan, down 22.8% year-on-year [2][7]. - In Q2 2025, the company achieved a revenue of 730 million yuan, which is a 7.8% increase year-on-year and an 8.1% increase quarter-on-quarter. The net profit attributable to shareholders was 16 million yuan, up 10.9% year-on-year and 61.7% quarter-on-quarter [2][7]. Summary by Sections Company Overview - The company is a leader in functional coating composite materials, expanding its development boundaries through both horizontal and vertical growth. Its main products include functional film materials, electronic-grade adhesives, polymer film materials, thermal management composite materials, and film packaging materials, which are applied in key sectors such as consumer electronics, new displays, new energy vehicles, home appliances, and ceramic capacitors [7]. Financial Performance - The company is experiencing revenue growth as new projects are being put into production, but its performance remains under pressure due to the ramp-up phase of new projects and severe industry competition. The overall gross margin in Q2 2025 was 21.7%, a decrease of 0.7 percentage points year-on-year. The R&D expense ratio in Q2 2025 was 8.0%, indicating a sustained high level of investment [7]. Future Prospects - The company is advancing multiple projects funded through IPO and private placements, with several projects already in production. The company plans to invest 510 million yuan in expanding high-end functional film production, targeting applications in the electronics industry and automotive displays. The anticipated release of several key consumer electronic models in the second half of the year is expected to drive steady business growth [7]. Market Opportunities - The domestic market for OCA optical adhesives presents significant growth potential, driven by the increasing value of OCA adhesives in foldable smartphones and the expected rise in their shipment volumes. The company’s electronic-grade adhesive materials and automotive electronic materials are continuously expanding, with the gross margin for the electronic-grade adhesive materials segment at 35.4% in the first half of 2025, up 2.0 percentage points year-on-year [7]. Profit Forecast - The projected net profit attributable to shareholders for 2025-2027 is estimated to be 90 million, 180 million, and 260 million yuan, respectively [7].

Core Viewpoint - The recent financial report of Sdiq (300806) shows a mixed performance with a slight increase in revenue but a significant decline in net profit, indicating potential challenges in profitability despite revenue growth [1][2]. Financial Performance Summary - Total revenue for the first half of 2025 reached 1.396 billion yuan, a year-on-year increase of 4.45% [1]. - Net profit attributable to shareholders was 25.2281 million yuan, down 22.84% year-on-year [1]. - In Q2 2025, revenue was 722.5 million yuan, up 7.77% year-on-year, while net profit increased by 10.88% to 15.5876 million yuan [1]. - Gross margin improved to 22.3%, up 2.49% year-on-year, but net margin decreased to 1.81%, down 26.13% [1]. - Total operating expenses (selling, administrative, and financial) amounted to 196 million yuan, representing 14.03% of revenue, an increase of 8.07% year-on-year [1]. - Earnings per share (EPS) decreased to 0.06 yuan, down 14.29% year-on-year, while operating cash flow per share increased by 47.02% to 0.34 yuan [1]. Cash Flow and Debt Analysis - Net cash flow from operating activities increased by 47.02%, attributed to improved operational efficiency [2]. - Net cash flow from investing activities rose by 56.07%, as the company moved past a large-scale construction phase [2]. - Net cash flow from financing activities surged by 102.45%, indicating an expansion in debt financing [2]. - The net increase in cash and cash equivalents was 149.21%, reflecting positive contributions from all activities [2]. Business Model and Financial Health - The company's business model relies heavily on research and marketing, necessitating careful examination of these drivers [3]. - Cash flow ratios indicate potential liquidity concerns, with a current ratio of 0.98 and cash to current liabilities at only 10.54% [3]. - The company has a high debt ratio, with interest-bearing liabilities accounting for 49.75% of total assets [3]. - Accounts receivable are notably high, at 2082.52% of profit, raising concerns about collection efficiency [3]. Market Position and Future Outlook - Analysts project that the company's performance for 2025 will yield a net profit of 125 million yuan, with an average EPS forecast of 0.28 yuan [3]. - The company has seen significant interest from funds, with the largest holding being the Shenwan Lixin New Economy Mixed A Fund, which has maintained its position [4].

沪指8月26日下跌0.39%，申万所属行业中，今日上涨的有17个，涨幅居前的行业为农林牧渔、美容护 理，涨幅分别为2.62%、2.04%。基础化工行业位居今日涨幅榜第三。跌幅居前的行业为医药生物、非 银金融，跌幅分别为1.09%、1.06%。 资金面上看，两市主力资金全天净流出688.55亿元，主力资金净流入的行业仅有2个，美容护理行业净 流入资金2.76亿元;农林牧渔行业净流入资金2.57亿元。 主力资金净流出的行业有29个，有色金属行业主力资金净流出规模居首，全天净流出资金107.12亿元， 其次是医药生物行业，净流出资金为82.54亿元，净流出资金较多的还有国防军工、非银金融、电力设 备等行业。 603181 皇马科技 10.03 5.59 11999.80 601216 君正集团 4.98 2.47 11536.78 基础化工行业今日上涨1.26%，全天主力资金净流出8.58亿元，该行业所属的个股共402只，今日上涨的 有256只，涨停的有9只;下跌的有133只，跌停的有1只。以资金流向数据进行统计，该行业资金净流入 的个股有177只，其中，净流入资金超亿元的有7只，净流入资金居首的是中核钛白，今日净 ...

基础化工行业资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 603688 | 石英股份 | -4.17 | 5.78 | -27216.34 | | 600143 | 金发科技 | -1.39 | 5.22 | -25122.52 | | 000818 | 航锦科技 | 1.99 | 16.03 | -14818.16 | | 300665 | 飞鹿股份 | -16.73 | 31.21 | -14548.85 | | 301076 | 新瀚新材 | -5.09 | 15.85 | -13693.54 | | 300505 | 川金诺 | -0.51 | 10.36 | -9938.62 | | 300539 | 横河精密 | -5.04 | 9.91 | -9627.63 | | 688716 | 中研股份 | -6.90 | 16.18 | -9072.49 | | 300174 | 元力股份 | -2.13 | 5.05 | -8772.18 | | 002915 | 中欣氟材 ...

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]

截至2025年8月25日收盘，斯迪克股价报25.33元，较前一交易日下跌0.16元，跌幅0.63%。当日成交量 为315625手，成交额达7.82亿元，换手率为9.98%。盘中最高触及25.66元，最低下探23.90元，振幅达 6.90%。 资金流向方面，8月25日主力资金净流出5597.30万元，占流通市值的0.7%。近五个交易日累计净流出 2613.03万元，占流通市值的0.33%。 风险提示：以上信息仅供参考，不构成投资建议。市场有风险，投资需谨慎。 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。公司属于塑料制品行业，同时涉及新材料概念。 根据公司披露的2025年半年度报告，上半年实现营业收入13.96亿元，同比增长4.45%；但归属上市公司 股东的净利润为2522.81万元，同比下降22.84%；扣非净利润1150.54万元，同比下降48.55%。基本每股 收益0.06元。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 责任编辑：小浪快报 公告显示，公司半年度营业收入1,395,867,675.77元，同比增加4.45%，归属上市公司股东的净利润 25,228,140.83元，同比减少22.84%。 公告显示，十大流通股东中，泰康人寿保险有限责任公司－分红－个人分红-019L-FH002深为新进流通 股东。 8月25日消息，斯迪克发布半年度报告。 ...