（记者 胡玲） 每经头条（nbdtoutiao）——原指导价34.99万的宝马裸车价22.5万元，多家车企还补贴购置税！2026开 年车市火爆，销售从早到晚忙到没空吃饭 每经AI快讯，奇德新材发布公告称，2026年1月5日下午17:00至18:30，奇德新材接受东方财富、广新基 金、广新集团、江门金控调研，公司董事会秘书陈云峰、证券事务代表赵美美参与接待，并回答了投资 者提出的问题。 ...

Group 1: Company Overview - Qide New Materials Co., Ltd. specializes in environmentally friendly, high-performance polymer modified plastics and products, focusing on sectors like new energy vehicles and high-end home appliances [2][4] - The company operates production bases in Guangdong, China, and Thailand, supporting global delivery capabilities [2][4] Group 2: Financing and Projects - The company plans to raise up to CNY 275 million through a targeted stock issuance, primarily for two projects: 1. Construction of a composite materials production line in Thailand to enhance market share and production capacity [4] 2. Expansion of carbon fiber product production to 45,000 sets annually, responding to market demand and strengthening core technology [5] Group 3: Competitive Advantages - Qide's carbon fiber products cater to the lightweight and high-end applications in the new energy vehicle sector, offering a one-stop service from design to mass production [6][7] - The company has established unique advantages in carbon fiber technology and production efficiency, addressing industry challenges such as high costs [7] Group 4: Market Situation and Future Strategy - The company is experiencing steady growth, with production capacity in Thailand ramping up and expected significant year-on-year growth [9][10] - Key projects are progressing well, with successful collaborations with major clients in various sectors, including automotive and robotics [10] - Future strategies focus on high-quality development through: 1. Deepening expertise in high-performance polymer modified plastics and carbon fiber products [10] 2. Expanding market penetration in the new energy vehicle sector and emerging fields like flying cars and robotics [10] 3. Enhancing international market presence to become a leading global provider of new material solutions [10]

Core Viewpoint - The company, Qide New Materials, indicates that its stock price fluctuations are influenced by multiple factors including macroeconomic conditions and market sentiment, while its current operational status is stable and progressing as planned [1] Group 1: Operational Status - The company's management team is stable and all business operations are advancing in an orderly manner [1] - The business is showing a robust upward trend [1] Group 2: Capacity Optimization - The production capacity of the Thailand factory is continuously being released and gradually ramping up [1] - The capability for large-scale delivery of carbon fiber products is improving, laying a foundation for performance growth [1] Group 3: Market Expansion - The company has achieved significant breakthroughs in the fields of new energy vehicles, low-altitude economy, and humanoid robots [1] - Collaborations have been established with several leading clients [1] Group 4: Future Strategy - The company is committed to high-quality development, focusing on lightweight and high-end material trends [1] - Continuous research and development, along with expansion with major clients, will drive sustained intrinsic value growth [1] - The management believes that solid operational performance is the fundamental way to reward investors and expresses confidence in the company's future development [1]

Group 1 - The core viewpoint of the article is that the company's stock price fluctuations are influenced by multiple factors, and there are no actions from the company or its affiliates that would affect this [1] - The company emphasizes that its governance is standardized, development is stable, and operations are normal, with no undisclosed relevant information [1] - The management team is committed to creating long-term value for investors through steady operations and strategic focus [1]

Core Viewpoint - The company, Qide New Materials (300995), emphasizes the advantages of its core products, including high-performance modified plastics and carbon fiber composite materials, which are suitable for strategic emerging industries such as new energy vehicles, low-altitude aircraft, and robotics [1] Group 1: Product Advantages - The company's core products offer significant benefits such as lightweight, high strength, corrosion resistance, and fatigue resistance [1] - These products provide a one-stop comprehensive solution for high-end and lightweight applications in emerging industries [1] Group 2: Market Opportunities - The rapid development of new productivity industries will create substantial industrial opportunities and market space for the company's products [1] - The company is actively expanding its applications in new energy vehicles, low-altitude flight, and robotics [1] Group 3: Strategic Initiatives - The company plans to closely monitor industry development trends and accelerate the expansion of relevant production capacity [1] - Strengthening customer communication and engagement is a priority for the company to prepare for the rise of the emerging economy [1]

Core Viewpoint - The company, Qide New Materials, maintains that its governance is standardized, its development is stable, and its operations are normal, with no undisclosed information that should be disclosed [1] Group 1 - The company confirms that all business operations are proceeding smoothly and customer development progress is satisfactory [1] - Details regarding customer cooperation are considered commercially confidential and cannot be disclosed, urging stakeholders to refer to publicly available information [1]

Core Viewpoint - The company, Qide New Materials, emphasizes the advantages of its core products, including high-performance modified plastics and carbon fiber composite materials, which are suitable for strategic emerging industries such as new energy vehicles, low-altitude aircraft, and robotics [1] Group 1: Product Advantages - The company's core products offer significant benefits such as lightweight, high strength, corrosion resistance, and fatigue resistance [1] - These products provide a one-stop comprehensive solution for high-end and lightweight applications in emerging industries [1] Group 2: Market Opportunities - The rapid development of new productivity industries will create substantial industrial opportunities and market space for the company's products [1] - The company is actively expanding its applications in new energy vehicles, low-altitude flight, and robotics [1] Group 3: Strategic Initiatives - The company plans to accelerate capacity expansion and enhance communication with customers to seize opportunities in the emerging economy [1]

Group 1: Market Trends - The number of newly added private placement projects increased to 26 in the last two weeks, a 62.5% increase from the previous period[5] - The approval rate for projects remains at 100%, with 27 projects approved by the review committee, up 171.4% from the previous period[5] - There are currently 631 projects in the normal review stage, with 92 projects having received approval, an increase of 33.33%[5] Group 2: Fundraising Dynamics - Total fundraising amount in the last two weeks was 1.567 billion yuan, a decrease of 84.48% from the previous period[29] - The average benchmark discount rate for fundraising projects dropped to 9.81%, a decrease of 10.03%[29] - The average premium rate for bidding projects increased to 10.62%, up 8.77% from the previous period[39] Group 3: Project Analysis - Aopu Mai plans to acquire a preclinical CRO service company, with an estimated valuation of 1.452 billion yuan, reflecting a 56.62% increase in value[22] - Qide New Materials aims to raise up to 275 million yuan for expanding production capacity, with a PE ratio of 211.91X, placing it in the top 30% of industry valuations[23] - The average absolute return for newly unlocked bidding projects was 36.29%, a decrease of 41.07% from the previous period[29]

Group 1: Market Dynamics - A total of 26 new private placement projects were added in the last two weeks, a 62.5% increase from the previous period[5] - The approval rate for projects remains at 100%, with 27 projects approved by the review committee, an increase of 171.4%[5] - There are currently 631 projects in the normal review stage, with 92 projects having received approval, an increase of 33.3%[5] Group 2: Fundraising Trends - The total fundraising amount in the last two weeks was 1.567 billion yuan, a decrease of 84.48% compared to the previous period[29] - The average benchmark discount rate for fundraising projects has dropped to 9.81%, a decrease of 10.03%[29] - The average participation rate in competitive bidding projects increased to 55.75%, up by 1.05 percentage points[29] Group 3: Performance Analysis - The average absolute return for newly unlocked competitive bidding projects was 36.29%, down by 41.07 percentage points[29] - The average market price discount rate for competitive projects was 18.38%, an increase of 1.76 percentage points[29] - The average absolute return for pricing projects was 107.39%, down by 20.09 percentage points[29] Group 4: Risk Factors - Risks include slower-than-expected review progress, fluctuations in secondary market stock prices, and changes in the market environment for private placements[5]

证券代码：300995 证券简称：奇德新材 公告编号：2025-123 广东奇德新材料股份有限公司 关于向特定对象发行股票提交募集说明书（注册稿）等 申请文件的提示性公告 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。 广东奇德新材料股份有限公司（以下简称"公司"）向特定对象发行股票事 项已于 2025 年 12 月 3 日获得深圳证券交易所上市审核中心审核通过，详见公司 于 2025 年 12 月 3 日在巨潮资讯网（http://www.cninfo.com.cn）披露的《关于向 特定对象发行股票申请获得深圳证券交易所上市审核中心审核通过的公告》（公 告编号：2025-121）。 根据公司实际情况及相关审核要求，公司会同相关中介机构对募集说明书等 申请文件内容进行了更新和修订。具体内容详见公司同日在巨潮资讯网 （http://www.cninfo.com.cn）披露的《2025 年度向特定对象发行股票募集说明书 （注册稿）》等相关文件。 董事会 2025 年 12 月 9 日 公司本次向特定对象发行股票事项尚需履行中国证券监督管理委员会（以下 简称"中国证 ...