格隆汇2月25日丨奇德新材(300995.SZ)在互动平台表示，小米是公司重要客户，公司为该客户提供碳纤 维制品及高性能改性塑料等配套服务。公司拥有良好的技术和运营基础，现金流充裕，有较强的扩产能 力，能满足客户的各项量产交付要求。 ...

Core Viewpoint - As of January 31, 2026, the number of shareholders for Qide New Materials (300995) is reported to be 9,681 [1] Group 1 - The company has engaged with investors through an interactive platform [1] - The shareholder count indicates a stable interest in the company's stock [1] - The date mentioned suggests a future projection, indicating the company's growth strategy [1]

证券代码：300995 证券简称：奇德新材 公告编号：2026-009 广东奇德新材料股份有限公司 2026 年第一次临时股东会决议公告 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。 特别提示： 1、本次会议无否决议案的情况。 2、本次会议无变更前次股东会已通过决议的情况。 一、会议召开情况 1、会议召开时间： （1）现场会议时间：2026 年 2 月 6 日下午 14:30 （2）网络投票时间：2026 年 2 月 6 日 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：2026 年 2 月 6 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进行网络投票的具体时间为：2026 年 2 月 6 日上午 9:15 至下午 15:00。 2、现场会议召开地点：广东省江门市江海区连海路 323 号公司办公楼三楼 会议室。 二、会议出席情况 1、股东出席的总体情况： 通过现场和网络投票的股东 68 人，代表股份 47,645,559 股，占公司有表决 权股份总数的 56.6525%。 其中：通过 ...

法律意见书 中国 深圳 福田区 益田路6001号 太平金融大厦11、12楼 邮政编码：518038 11/F、12/F., TAIPING FINANCE TOWER, NO.6001 YITIAN ROAD, SHENZHEN, P.R. CHINA 电话（Tel.）：（86-755) 88265288 传真（Fax.）：（86-755）88265537 网站（Website）：www.sundiallawfirm.com 广东信达律师事务所 关于广东奇德新材料股份有限公司 2026年第一次临时股东会的 法律意见书 信达会字（2026）第026号 致：广东奇德新材料股份有限公司 广东信达律师事务所（以下称"信达"）接受广东奇德新材料股份有限公司（以 下称"公司"）的委托，指派信达律师出席公司2026年第一次临时股东会（以下称 "本次股东会"），对本次股东会的合法性进行见证。 信达律师根据《中华人民共和国公司法》（以下称"《公司法》"）、《上市 公司股东会规则》（以下称"《股东会规则》"）等法律、法规和规范性法律文件 以及《广东奇德新材料股份有限公司章程》（以下称"《公司章程》"）的规定， 就公司本次股东会的 ...

Group 1 - The modified plastics industry in China has shown a growing trend in investment and financing activities from 2017 to 2025, with a total of 18 financing events recorded [1][5] - The average single financing amount in the modified plastics industry peaked at approximately 450 million RMB in 2022, but is expected to decline to 30 million RMB by 2024-2025 [2][5] - Investment rounds are primarily concentrated in A and B+ rounds, indicating a focus on pre-IPO financing [5][12] Group 2 - The majority of financing events in the modified plastics industry occurred in Beijing, with a total of 7 events from 2017 to 2025, while Jiangsu and Zhejiang also showed high activity [6][8] - The investment focus within the modified plastics sector is heavily directed towards biodegradable plastics, with several significant financing events reported [9][12] - The main investors in the modified plastics industry are primarily investment firms, with notable representatives including Taihe Capital and Sany Innovation [12][14] Group 3 - The modified plastics industry has seen limited mergers and acquisitions, primarily involving horizontal integration among midstream companies [14][15] - A summary of mergers and acquisitions indicates that companies like Daon Technology and Huitong Technology have completed several horizontal integrations, enhancing their market positions [15][18] - Overall, while investment activities in the modified plastics market are on the rise, the number of mergers and acquisitions remains relatively low [18]

Core Viewpoint - The company focuses on high-performance composite materials, specialty engineering plastic modification, and carbon fiber products, with applications in emerging fields such as new energy vehicles, robotics, and low-altitude aircraft [1] Group 1: Automotive Industry - The company has established partnerships with major automotive component manufacturers and OEMs, including Magna, Yanfeng, and BYD, providing precision molds, modified plastics, and carbon fiber products [1] - The automotive sector has become the company's largest application area, with increasing revenue contribution from this segment [1] Group 2: Carbon Fiber Business - The company offers a full-chain service in carbon fiber products, entering the supply systems of new energy vehicle manufacturers like BYD and Xiaomi, with applications in critical components such as hoods and interior parts [1] - The company is actively expanding its capacity and optimizing processes to meet future market demand [1] Group 3: Robotics Industry - The company provides polymer modified plastics and carbon fiber solutions for the robotics sector, with a recent small-scale order for a humanoid robot shell project [1] - Current projects in the robotics field are in early stages, with small order amounts that do not significantly impact the company's financial performance [1] Group 4: Strategic Layout and Outlook - The company aims to continue focusing on strategic emerging fields such as new energy vehicles, robotics, and low-altitude aircraft, enhancing R&D and market expansion efforts [1] - The goal is to become a leading enterprise in the domestic high-performance carbon fiber product sector [1]

Core Viewpoint - The company focuses on high-performance composite materials, specialty engineering plastics, and carbon fiber products, with applications in emerging fields such as new energy vehicles, robotics, and low-altitude aircraft [1] Group 1: Automotive Industry - The company has established partnerships with major automotive component manufacturers and OEMs, including Magna, Yanfeng, and BYD, providing precision molds, modified plastics, and carbon fiber products [1] - The automotive sector has become the company's largest application area, with revenue contribution steadily increasing in recent years [1] Group 2: Carbon Fiber Business - The company has developed a full-chain service for carbon fiber products, entering the supply systems of new energy vehicle manufacturers like BYD and Xiaomi, with applications in critical components such as hoods and interior parts [1] - The company is actively expanding its capacity and optimizing processes to meet future market demand [1] Group 3: Robotics Industry - The company provides polymer modified plastics and carbon fiber solutions for the robotics sector, with a focus on lightweight shells and components [1] - Current projects in the robotics field are in early stages, with small order amounts that do not significantly impact the company's financial performance [1] Group 4: Strategic Layout and Outlook - The company aims to continue focusing on strategic emerging fields such as new energy vehicles, robotics, and low-altitude aircraft, enhancing R&D and market development efforts [1] - The goal is to become a leading enterprise in the domestic high-performance carbon fiber product sector [1]

Core Viewpoint - The company, Qide New Materials (300995), aims to focus on strategic emerging fields such as new energy vehicles, robotics, and low-altitude aircraft, with an emphasis on research and development innovation and market expansion [1] Group 1: Company Strategy - The company is committed to enhancing its production capacity to become a leading enterprise in the domestic high-performance carbon fiber products sector [1] - The company emphasizes the importance of continuous innovation and market development in its strategic approach [1] Group 2: Industry Context - The emerging industries targeted by the company are still in a growth phase, which introduces a level of uncertainty [1] - Investors are advised to consider the cyclical nature of the industry and the potential short-term performance fluctuations of the company [1]

Core Viewpoint - The company, Qide New Materials, has established a comprehensive service chain for carbon fiber products and has entered the supply systems of major new energy vehicle manufacturers such as BYD, Xiaomi, and Leap Motor [1] Group 1: Business Development - The company has built a full-chain service that includes material development, structural design, mold development, multi-process forming, and surface treatment for carbon fiber products [1] - The products are primarily used in critical components such as front hoods, side skirts, tail wings, front and rear bumpers, and interior trims [1] Group 2: Market Expansion - In addition to automotive clients, the company is actively exploring applications in emerging industries such as low-altitude flight and robotics [1] - The company maintains positive interactions with several major manufacturers to support the lightweight structure of new products [1] Group 3: Operational Efficiency - The company is continuously optimizing processes and enhancing efficiency while planning to expand production capacity to meet future market growth demands [1]

Core Viewpoint - The company, Qide New Materials (300995), is actively engaged in the robotics sector, providing polymer modified plastics and carbon fiber products for various components, including shells, joints, and gears [1] Group 1: Product Offerings - The company offers high polymer modified plastics for use in robot components such as shells, joints, and gears [1] - Carbon fiber products are being developed for lightweight shells, with a specific project for a humanoid robot shell having received a small batch order from a client [1] Group 2: Business Development - The robotics industry is still in its early development stages, with the company's projects primarily in initial communication and sample verification phases [1] - Current business orders are relatively small and do not significantly impact the company's operational performance [1] Group 3: Future Outlook - The company plans to continue monitoring industry opportunities and enhance communication and verification efforts with leading clients [1] - Further details will be disclosed through the company's public announcements [1]