截至2025年8月21日收盘，宝丽迪股价报32.92元，较前一交易日下跌0.68元，跌幅2.02%。当日成交量 为54916手，成交金额达1.82亿元。 资金流向数据显示，8月21日宝丽迪主力资金净流出1230.16万元，占流通市值的0.27%。近五个交易日 累计净流出3004.91万元，占流通市值的0.66%。 宝丽迪主要从事纤维母粒的研发、生产和销售，产品广泛应用于纺织服装等领域。公司所属行业为塑料 制品，同时涉及专精特新、光刻机等概念板块。 风险提示：市场有风险，投资需谨慎。 消息面上，宝丽迪于8月20日接待了国金证券等多家机构调研。在调研中，公司介绍了化纤色母粒行业 的竞争态势，指出中国已成为亚洲最大的色母粒生产国，但行业集中度较低，市场较为分散。 ...

编号： 2025-005 | | ☑特定对象调研 | | □分析师会议 | | --- | --- | --- | --- | | | □媒体采访 | | □业绩说明会 | | 投资者活动类别 | □新闻发布会 | | □路演活动 | | | □现场参观 | | | | | □其他 | | | | | 国金证券 上海云脊资产 | 吕良兴 眭悦 | | | 参与单位名称及 | 上海睿华资本 | 雷世俊 | | | 人员姓名 | 上海元寸资产 | 冯玮 | | | | 浙江蓝林科技有限公司 | 朱琼 | | | | 浙江蓝林科技有限公司 | 胡建冈 | | | | （以上排名不分先后） | | | | 时间 | 2025 年 8 月 20 日 | | | | 地点 | 苏州宝丽迪材料科技股份有限公司会议室 | | | | 接待人员姓名 | 董事会秘书 袁晓锋 | | | | | 证券事务代表 尤心远 | | | | | 公司介绍了公司基本情况，并就调研机构及投资者关心的问题进行了问答 | | | | | 交流。 Q1：目前化纤色母粒行业竞争态势是怎样的？ | | | | | 答：中国现已成为亚洲最大的色母粒生产国 ...

Investment Rating - The report provides a standard investment rating for the chemical industry, indicating a positive outlook for specific sectors within the industry [5]. Core Insights - The report highlights the impact of the explosion at Kanto Denka's facility in Japan, which is expected to create opportunities for domestic electronic gas suppliers as Kanto Denka holds a 90% market share in nitrogen trifluoride production in Japan [6][13]. - The first World Humanoid Robot Games held in Beijing is seen as a catalyst for the robotics industry's development, showcasing technological innovation and attracting talent [6][14]. - The report emphasizes the structural optimization of supply in the chemical sector, suggesting a focus on sectors with significant elasticity and competitive advantages, such as organic silicon and membrane materials [6][15]. Industry Performance - The report notes that during the week of August 11 to August 15, 2025, the CSI 300 index rose by 2.37%, while the Shenwan Basic Chemical Index increased by 2.46%, outperforming the market slightly [6][18]. - The top-performing sub-sectors included modified plastics (up 12.29%) and fluorochemicals (up 5.81%), while the worst performers were civil explosives (down 3.02%) and compound fertilizers (down 1.81%) [6][19]. Price Trends - Key products that saw price increases included hydrochloric acid (up 15.38%) and propylene (up 4.00%), while notable declines were observed in butanone (down 7.16%) and liquid ammonia (down 5.89%) [6][26]. - The report tracks price differentials, with significant increases in the propylene-propane differential (up 33.47%) and decreases in the bisphenol A-phenol differential (down 26.57%) [6][28]. Investment Recommendations - The report suggests focusing on sectors that may benefit from supply-side reforms, particularly organic silicon, membrane materials, and dye sectors, with recommended companies including Hoshine Silicon Industry and Zhejiang Longsheng [6][15]. - It also highlights the growing demand for health additives and sugar substitutes driven by new consumer trends, recommending companies that emphasize technological and product differentiation [6][16][17].

Group 1 - The company reported a revenue of 675,659,371.66 yuan for the first half of 2025, representing a year-on-year growth of 1.47% [1] - The net profit attributable to shareholders of the listed company was 63,814,607.05 yuan, showing a year-on-year increase of 15.19% [1]

（文章来源：证券日报） 证券日报网讯 8月13日晚间，宝丽迪发布公告称，公司于2025年8月12日在公司会议室召开了2025年第 二次职工代表大会，经与会职工代表审议，同意选举付洋女士为公司第三届董事会职工代表董事。 ...

Group 1 - The company reported a revenue of 676 million yuan for the first half of 2025, representing a year-on-year growth of 1.47% [1] - The net profit attributable to shareholders of the listed company was 63.81 million yuan, showing a year-on-year increase of 15.19% [1]

证券代码：300905 证券简称：宝丽迪 公告编号：2025-047 苏州宝丽迪材料科技股份有限公司 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。 苏州宝丽迪材料科技股份有限公司（以下简称"公司"）第三届董事会第十 次会议决定于2025年9月1日（星期一）召开公司2025年第一次临时股东会，现将 本次会议有关事项通知如下： 一、召开会议的基本情况 本次股东会。本次股东会的召开符合有关法律、行政法规、部门规章、规范性文 件和《公司章程》等的规定。 会议召开时间：2025年9月1日（星期一）下午14:00 网络投票时间： 通过深圳证券交易所交易系统进行网络投票的具体时间为：2025年9月1日上 午9：15-9：25，9：30-11：30，下午13：00-15：00； 通过深圳证券交易所互联网投票系统投票的具体时间为：2025年9月1日上午 开。 现场投票:股东本人出席本次会议现场会议或者通过授权委托书委托他人出 席现场会议； 网络投票:本次股东会通过深圳证券交易所交易系统和互联网投票系统 （ http://wltp.cninfo.com.cn）向全体股东提供网络 ...

Group 1 - The company has nominated Mr. Yuan Xiaofeng as a candidate for the non-independent director of the third board, pending approval at the first extraordinary shareholders' meeting in 2025 [1][2] - The company plans to add one employee representative director to enhance its governance structure, with Ms. Fu Yang being elected for this position [1][2] - The total number of board members will exceed half of the total number of directors after the addition of the non-independent and employee representative directors, complying with relevant laws and regulations [2] Group 2 - Mr. Yuan Xiaofeng, born in 1981, has a background in accounting and has held various positions in finance and management, currently serving as the Deputy General Manager and CFO of the company [3][4] - Ms. Fu Yang, born in 1988, has been with the company since 2010 and currently serves as the Chairman of the Supervisory Board and Office Director [4][5] - Both candidates have no significant legal or regulatory issues and do not hold shares in the company, ensuring compliance with the relevant laws and regulations [4][5]

Core Viewpoint - Suzhou Baolidi Materials Technology Co., Ltd. has announced the approval of its 2025 semi-annual report and summary by the board and supervisory committee, ensuring the accuracy and completeness of the disclosed information [1] Group 1 - The company will disclose its 2025 semi-annual report and summary on August 14, 2025, on the Giant Tide Information Network [1] - The board of directors and all members guarantee the authenticity, accuracy, and completeness of the information disclosed, with no false records, misleading statements, or significant omissions [1]

Summary of Key Points Core Viewpoint - The report outlines the non-operating fund occupation and other related fund transactions of Suzhou Baolidi Material Technology Co., Ltd. for the first half of 2025, highlighting the financial interactions with major shareholders and subsidiaries. Group 1: Non-Operating Fund Occupation - The total non-operating fund occupation at the beginning of 2025 was 899.03 million yuan, with a cumulative occupation amount of 2,047.19 million yuan for the year [1]. - The report indicates that the occupation is primarily related to major shareholders and their subsidiaries, with specific amounts detailed for each entity involved [1]. - The report was approved by the board of directors on August 12, 2025, indicating a formal acknowledgment of the financial status [1]. Group 2: Other Related Fund Transactions - The report details other related fund transactions, with a total balance of 1,261.52 million yuan at the end of the first half of 2025 [1]. - Specific transactions include accounts receivable from subsidiaries, with notable amounts such as 406.54 million yuan from Baolidi (Suqian) Material Technology Co., Ltd. and 744.94 million yuan from Xiamen Luyi Color Masterbatch Co., Ltd. [1]. - The report categorizes these transactions as operational, emphasizing the ongoing business relationships between the company and its subsidiaries [1].