CORPORATIONLIMITED（简称"TFT HK"）在香港共同出资成立合资公司（简称"合资公司"）。合资 公司出资额拟定为港币 10,000 万元, 其中, TFT HK 认缴港币5,100 万元出资额, 占合资公司 51%持股比 例, 铂科控股认缴合资公司港币4,900 万元出资额, 占合资公司 49%持股比例。 格隆汇12月18日丨铂科新材(300811.SZ)公布，为整合双方优势资源，共同探索海外市场机遇，完善国 际化产业布局，深圳市铂科新材料股份有限公司全资子公司POCOholdinglimited（简称"铂科控股"）拟 与钧崴电子科技股份有限公司（简称"钧崴电子"）全资子公司 THIN FILM TECHNOLOGY ...

证券代码：300811 证券简称：铂科新材 公告编号：2025-077 深圳市铂科新材料股份有限公司 关于全资子公司对外投资成立合资公司的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、对外投资概述 1、为整合双方优势资源，共同探索海外市场机遇，完善国际化产业布局， 深圳市铂科新材料股份有限公司（以下简称"公司"）全资子公司 POCO holding limited（以下简称"铂科控股"）拟与钧崴电子科技股份有限公司（以下简称"钧 崴电子"）全资子公司 THIN FILM TECHNOLOGY CORPORATION LIMITED（以 下简称"TFT HK"）在香港共同出资成立合资公司（以下简称"合资公司"）。 合资公司出资额拟定为港币 10,000 万元, 其中, TFT HK 认缴港币 5,100 万元出资 额, 占合资公司 51%持股比例, 铂科控股认缴合资公司港币 4,900 万元出资额, 占合资公司 49%持股比例。 2、根据《深圳证券交易所创业板股票上市规则》等有关法律、法规、规范 性文件及《公司章程》的相关规定，本次对外投资事项无需提 ...

Core Viewpoint - The A-share market is experiencing a downward trend, with the Shanghai Composite Index down by 1.03% and a total trading volume of 845.1 billion yuan as of 10:31 AM [1] Group 1: Market Performance - The Shanghai Composite Index is at 3828.24 points, reflecting a decrease of 1.03% [1] - A total of 136 A-shares have seen their 5-day moving averages cross below their 10-day moving averages, indicating potential bearish trends [1] Group 2: Individual Stock Analysis - The stocks with the largest negative distance between their 5-day and 10-day moving averages include: - Pinming Technology (688109) with a 5-day moving average of 150.91 yuan, down 4.02% from the 10-day moving average [1] - Guomai Technology (002093) with a 5-day moving average of 12.42 yuan, down 1.79% from the 10-day moving average [1] - Anbang Security (603373) with a 5-day moving average of 39.65 yuan, down 1.75% from the 10-day moving average [1] Group 3: Additional Stock Movements - Other notable stocks with negative movements include: - Yatai Pharmaceutical (002370) down 1.82% with a 5-day moving average of 7.28 yuan [1] - Kaisa Culture (002425) down 3.93% with a 5-day moving average of 3.93 yuan [1] - ST Saiwei (300044) down 0.97% with a 5-day moving average of 4.25 yuan [2]

Core Viewpoint - The company is a global leader in metal soft magnetic powder cores, establishing an integrated layout for soft magnetic materials, focusing on the metal soft magnetic powder core industry chain, and expanding applications in high-growth sectors such as photovoltaic energy storage, new energy vehicles, and AI computing power [3][4][19]. Group 1: Metal Soft Magnetic Powder Cores - The demand for metal soft magnetic powder cores is continuously improving, solidifying the company's fundamental business [4][17]. - The company is expected to produce 38,000 tons of soft magnetic powder cores in 2024, representing a year-on-year growth of 17.7% [4][17]. - The company has established a comprehensive system of metal soft magnetic powder cores covering frequency applications from 5kHz to 10MHz, evolving from "Iron Silicon Generation 1" to "Iron Silicon Generation 5" [4][17]. Group 2: Metal Soft Magnetic Powders - The company has sufficient technical reserves in metal soft magnetic powders, with self-developed iron-silicon-chromium powder accelerating the process of import substitution [5][18]. - A modern powder production base is set to be established in 2024, with an expected capacity of 6,000 tons per year, aiding the company in further exploring high-end application markets [5][18]. Group 3: Chip Inductors - The demand for chip inductors is expected to grow rapidly due to AI servers, with the company’s products entering the supply chain of leading global GPU manufacturers, breaking the long-standing monopoly of foreign companies in this field [5][18]. - The company has developed industry-leading chip inductors using a unique high-pressure forming and copper-iron co-firing process, which is anticipated to drive significant growth in demand as AI chip computing power increases [5][18]. Group 4: Financial Performance - In the first three quarters of 2025, the company achieved revenue of 1.301 billion yuan, a year-on-year increase of 6.03%, and a net profit attributable to shareholders of 294 million yuan, up 2.48% year-on-year [3][19].

Group 1 - The AI chip sector experienced a decline of 3.44% on December 10 [1] - Haiguang Information fell by 5.02%, while Cambricon dropped by 4.42% [1] - Lanke Technology decreased by 4.15%, and other companies like Placo New Materials, Hengshuo Co., and Yuntian Lifeng saw declines exceeding 2% [1]

Group 1 - The core viewpoint of the article is that the company, Placo New Materials, has identified key application areas for its products, which include data centers, photovoltaic power generation, new energy vehicles, and charging piles [2] Group 2 - The company actively engages with investors through interactive platforms to provide insights into its product applications [2] - The significant application areas represent a strategic focus for the company's growth and market positioning [2]

Market Performance - The metal new materials sector increased by 0.82% on December 8, with Tianli Composite leading the gains [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] Stock Performance - Tianli Composite (code: 920576) closed at 32.70, up 16.74% with a trading volume of 93,300 shares and a transaction value of 310 million yuan [1] - Other notable performers include: - Placo New Materials (code: 300811) at 75.30, up 4.12% [1] - Ningbo Yunsheng (code: 600366) at 14.54, up 3.56% [1] - Alloy Investment (code: 000633) at 9.05, up 3.43% [1] Capital Flow - The metal new materials sector experienced a net outflow of 423 million yuan from institutional investors, while retail investors saw a net inflow of 211 million yuan [2] - The sector's capital flow indicates a mixed sentiment among different investor types [2] Individual Stock Capital Flow - Tianli Composite had a net inflow of 70.35 million yuan from institutional investors, representing 22.68% of its trading volume [3] - Other stocks with significant capital flow include: - Placo New Materials with a net inflow of 66.51 million yuan from institutions [3] - Xin Ke Materials (code: 600255) with a net inflow of 31.31 million yuan from institutions [3]

Group 1 - The core focus of the company is on applications in data centers, photovoltaic power generation, new energy vehicles, and charging piles [1]

Group 1 - The core viewpoint of the article is that the company, Placo New Materials (300811), has made strategic moves into the mobile phone sector but has not yet achieved mass production [1] Group 2 - The company has engaged with investors through an interactive platform, indicating transparency and communication regarding its business developments [1]

（文章来源：证券日报） 证券日报网讯 12月2日，铂科新材在互动平台回答投资者提问时表示，公司主要通过MPS、Flex等电源 模组厂为终端用户供货，具体项目由于保密协议不便披露。 ...