Investment Rating - The report maintains a "Buy" rating for the COFs industry, indicating an expected investment return exceeding 15% over the next 6-12 months [5][48]. Core Insights - COFs (Covalent Organic Frameworks) are emerging as a new class of porous crystalline materials with precise tunable pore structures and surface functionalities, showing vast application potential in energy storage, environmental remediation, and biomedicine [4][44]. - The demand for COFs materials is projected to grow significantly, with the market for solid-state battery COFs expected to increase from $0.05 billion in 2024 to $0.61 billion by 2031, reflecting a CAGR of 35% [3][42]. Summary by Sections 1. COFs Structural Design and Synthesis Innovations - COFs are crystalline porous polymers formed by covalently linking organic molecules, characterized by ordered nanopores, high surface area, and excellent thermal stability [1][13]. - The development of COFs represents a trend from inorganic to organic porous materials, with advancements in synthesis methods such as solvent thermal and ionic thermal methods [1][14]. 2. Accelerated Cross-Field Applications of COFs - COFs are driving technological revolutions across various sectors due to their unique designable crystal structures and superior physicochemical properties [2][33]. - In the energy sector, COFs enhance battery energy conversion efficiency and serve as effective electrode materials [2][34]. - COFs also provide innovative solutions for environmental remediation, such as selective adsorption for water treatment and air purification [2][36]. - In biomedicine, COFs enable targeted drug delivery and detection of heavy metal ions with high sensitivity [2][38]. 3. Industrialization Breakthroughs in COFs - The global demand for COFs is rapidly increasing, with companies like Baolidi leading the market by achieving solvent-free synthesis and scaling production to 200 tons annually [3][43]. - Baolidi's joint venture, YaoKe New Materials, has successfully implemented green synthesis technology, facilitating the transition from laboratory to large-scale production [3][42]. 4. Investment Recommendations - The report emphasizes the promising future of COFs materials, particularly highlighting Baolidi's collaboration with leading academic figures to advance COFs commercialization [4][44]. - The ongoing construction of a 200-ton annual production line for COFs materials is underway, with project approvals completed [4][43].

1%整数倍的公告 公司控股股东、实际控制人的一致行动人苏州铕利合盛企业管理中心（有限 合伙）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。 苏州宝丽迪材料科技股份有限公司（以下简称"公司"）于 2025 年 6 月 19 日披露了《关于控股股东、实际控制人的一致行动人减持股份的预披露公告》（公 告编号：2025-034）。根据公告内容，控股股东、实际控制人的一致行动人苏州 铕利合盛企业管理中心（有限合伙）（以下简称"铕利合盛"）计划自本公告披 露之日起十五个交易日后的三个月内以集中竞价、大宗交易方式减持不超过本公 司股份 1,500,000 股（占本公司总股本比例 0.8432%）。铕利合盛和徐毅明先生、 徐闻达先生、苏州聚星宝电子科技有限公司（以下简称"聚星宝"）为一致行动 人，合计持有公司 81,922,088 股，占公司总股本比例 46.0501%。 公司于近日收到控股股东、实际控制人的一致行动人铕利合盛出具的《关于 减持公司股份触及 1%整数倍的告知函》，铕利合盛于 2025 年 7 月 11 日通 ...

公司高级管理人员蒋志勇先生、田雪峰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。 苏州宝丽迪材料科技股份有限公司（以下简称"公司"）于 2025 年 6 月 19 日披露了《关于部分董事、高级管理人员减持股份的预披露公告》（公告编号： 2025-033）。根据公告内容，公司高级管理人员蒋志勇先生计划自 2025 年 7 月 11 日起至 2025 年 10 月 10 日止，减持不超过 17,000 股公司股份（占公司总股本的 0.0096%）。公司高级管理人员田雪峰先生计划自 2025 年 7 月 11 日起至 2025 年 10 月 10 日止，减持不超过 30,000 股公司股份（占公司总股本的 0.0169%）。 近日，公司收到蒋志勇先生和田雪峰先生分别出具的《股份减持计划结果告 知函》，具体情况如下： 一、股东减持情况 1.股东减持股份情况 | 股东名称 | 减持股份来 | 减持方式 | 减持期间 | 减持均价 | 减持股 | 减持股份占公司 | | --- | --- | --- | --- ...

证券代码：300905 证券简称：宝丽迪 公告编号：2025-035 苏州宝丽迪材料科技股份有限公司 关于完成工商变更登记并换发《营业执照》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。 苏州宝丽迪股份有限公司（以下简称"公司"）于 2025 年 4 月 14 日召开第 三届董事会第七次会议，2025 年 5 月 8 日召开 2024 年年度股东大会，审议通过 了《关于变更公司注册资本、修订公司章程并办理工商变更登记的议案》，具体 内容详见 2025 年 4 月 14 日在巨潮资讯网（www.cninfo.com.cn）上披露的《关 于变更公司注册资本、修订公司章程并办理工商变更登记的公告》（公告编号： 2025-015）。 2025 年 6 月 26 日，公司完成了上述事项的工商变更登记手续及《苏州宝丽 迪材料科技股份有限公司章程》备案手续，并取得了江苏省苏州市登记机关换发 的《营业执照》。 一、变更后的《营业执照》基本信息 名称：苏州宝丽迪材料科技股份有限公司 统一社会信用代码：913205077439440375 类型：股份有限公司（上市、自然人 ...

Core Viewpoint - The company Baolidi (300905.SZ) announced plans for share reductions by its controlling shareholder and key executives, which will not affect the company's control or governance structure [1][3]. Shareholder Reduction Plans - The controlling shareholder's action group, Suzhou Youli Hesheng Enterprise Management Center, plans to reduce its holdings by up to 1,500,000 shares, accounting for 0.8432% of the total share capital [1]. - The company's general manager, Jiang Zhiyong, plans to reduce his holdings by up to 17,000 shares (0.0096% of total shares) [2]. - Vice General Manager Tian Xuefeng plans to reduce his holdings by up to 30,000 shares (0.0169% of total shares) [2]. - Director and Vice General Manager Zhu Jianguo plans to reduce his holdings by up to 300,000 shares (0.1686% of total shares) [2]. - Chief Engineer Yang Junhui plans to reduce his holdings by up to 380,000 shares (0.2136% of total shares) [2]. - The total planned reduction by these shareholders amounts to 2,227,000 shares, or 1.2519% of the total share capital [3]. Shareholding Structure - As of the announcement date, Youli Hesheng holds 9,343,838 shares (5.2524% of total shares) [3]. - Jiang Zhiyong holds 70,400 shares (0.0396% of total shares) [3]. - Tian Xuefeng holds 120,000 shares (0.0675% of total shares) [3]. - Zhu Jianguo holds 1,391,066 shares (0.7819% of total shares) [3]. - Yang Junhui holds 1,618,266 shares (0.9097% of total shares) [3]. Company Background - Baolidi was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on November 5, 2020, with an initial public offering (IPO) of 18 million shares at a price of 49.32 yuan per share [3]. - The highest stock price recorded on the first day of trading was 124.30 yuan [3]. - The total amount raised during the IPO was 888 million yuan, with a net amount of 812 million yuan after deducting issuance costs [4]. - The company planned to use the raised funds for new R&D and production projects, as well as to supplement working capital [4].

Core Viewpoint - The controlling shareholder's concerted action party of Baolidi plans to reduce its holdings by up to 1.5 million shares, representing 0.8432% of the company's total share capital, due to employee retirements and funding needs [1] Summary by Relevant Sections - **Share Reduction Plan** - The controlling shareholder's concerted action party, Suzhou Youli Hesheng Enterprise Management Center (Limited Partnership), intends to reduce its holdings within three months after the announcement, starting fifteen trading days post-disclosure [1] - The reduction will occur through centralized bidding and block trading methods [1] - **Reason for Reduction** - The reasons for the share reduction include the retirement of some employees and the need for personal funds [1] - The shares to be reduced are sourced from the company's shares issued prior to its initial public offering [1]

Group 1 - The controlling shareholder and actual controller's concerted action party, Youli Hesheng, plans to reduce its holdings by no more than 1.5 million shares, accounting for 0.8432% of the company's total share capital [1] - The reduction will take place within three months after the announcement, through centralized bidding or block trading [1] - The reason for the reduction is due to some employees retiring and personal funding needs [1]

Summary of Key Points Core Viewpoint - The company Polyride (300905) announced that several senior management personnel plan to reduce their shareholdings due to personal financial needs, with specific details on the number of shares and the percentage of total share capital involved [1]. Management Shareholding Reduction - Senior executive Jiang Zhiyong plans to reduce his holdings by up to 17,000 shares, representing 0.0096% of the total share capital [1]. - Executive Tian Xuefeng intends to reduce his holdings by up to 30,000 shares, which is 0.0169% of the total share capital [1]. - Director Zhu Jianguo plans to reduce his holdings by up to 300,000 shares, accounting for 0.1686% of the total share capital [1]. - Chief Engineer Yang Junhui plans to reduce his holdings by up to 380,000 shares, which is 0.2136% of the total share capital [1]. Reduction Method and Timeline - The share reduction will be conducted through centralized bidding and block trading [1]. - The reduction period is set from July 11, 2025, to October 10, 2025 [1].

苏州宝丽迪材料科技股份有限公司 关于部分董事、高级管理人员减持股份的预披露公告 公司高级管理人员蒋志勇先生、田雪峰先生、公司董事、高级管理人员朱建 国先生、总工程师杨军辉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： 证券代码：300905 证券简称：宝丽迪 公告编号：2025-033 1、直接持有本公司股份 70,400 股（占本公司总股本比例 0.0396%）的高级 管理人员蒋志勇先生计划自本公告披露之日起十五个交易日后的三个月内以集中 竞价交易方式减持不超过本公司股份 17,000 股（占本公司总股本比例 0.0096%）。 2、直接持有本公司股份 120,000 股（占本公司总股本比例 0.0675%）的高 级管理人员田雪峰先生计划自本公告披露之日起十五个交易日后的三个月内以集 中竞价交易方式减持不超过本公司股份 30,000 股（占本公司总股本比例 0.0169%）。 3、直接持有本公司股份 1,391,066 股（占本公司总股本比例 0.7819%）的 董事朱建国先生计划自本公告 ...

证券代码：300905 证券简称：宝丽迪 公告编号：2025-034 苏州宝丽迪材料科技股份有限公司 关于控股股东、实际控制人的一致行动人减持股份的预披露公告 公司控股股东、实际控制人的一致行动人苏州铕利合盛企业管理中心（有限 合伙）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： 直接持有本公司股份 9,343,838 股（占本公司总股本比例 5.2524%）的控股 股东、实际控制人的一致行动人苏州铕利合盛企业管理中心（有限合伙）（以下 简称"铕利合盛"）计划自本公告披露之日起十五个交易日后的三个月内以集中 竞价、大宗交易方式减持不超过本公司股份 1,500,000 股（占本公司总股本比例 0.8432%）。 公司于近日收到控股股东、实际控制人的一致行动人铕利合盛出具的《股份 减持计划告知函》，现将有关情况公告如下： 一、股东的基本情况 | 序号 | 股东名称 | 股东情况 | 持股数量（股） | 占公司总股本的比例 | | --- | --- | --- | --- | --- | | | | ...