Group 1: Company Overview and Capabilities - Guangdong Qide New Materials Co., Ltd. focuses on the innovation and application of high polymer composite materials, particularly in carbon fiber products [2][3] - The company has established a comprehensive technical service platform covering the entire chain from carbon fiber materials to surface treatment, aiming to become a leader in high-end carbon fiber manufacturing [3][4] - Qide New Materials has invested significantly in modernizing its production facilities, including a 120,000 square meter R&D and production center equipped with digital management systems [3] Group 2: Product Applications - The company has developed a full range of carbon fiber components for the automotive sector, including parts like front covers, side skirts, and interior components [5] - In the robotics field, Qide's high-performance composite materials are suitable for lightweight and high-strength applications, such as robot shells and joints [6][7] - The company is actively exploring applications in low-altitude flight, providing lightweight and high-strength solutions for emerging industries [8] Group 3: Strategic Planning and Market Focus - Qide New Materials plans to focus on three core product lines: high-performance modified plastics, precision molded products, and high-performance carbon fiber products, targeting the high-end and lightweight trends in the domestic automotive market [9] - The company aims to enhance its international market presence while driving technological upgrades to improve product competitiveness [9] Group 4: Financial Performance and Challenges - The significant improvement in operating cash flow in the first half of 2025 is attributed to strategic adjustments in industry structure and product optimization [10][11] - Revenue from modified nylon materials decreased by 17.46% due to a strategic shift towards the automotive sector, with automotive-related revenue increasing from less than 5% to approximately 30% [11] - Despite the revenue decline, the gross margin for modified nylon products has steadily improved due to ongoing product upgrades and market expansion [11]

Market Overview - On October 10, the plastic sector declined by 0.63% compared to the previous trading day, with Jun Ding Da leading the decline [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Stock Performance - Notable gainers in the plastic sector included: - Nalco Co. (002825) with a closing price of 10.74, up 10.04% and a trading volume of 241,600 shares, totaling 253 million yuan [1] - Ningbo Color Masterbatch (301019) closed at 19.85, up 6.61% with a trading volume of 123,400 shares, totaling 241 million yuan [1] - Qide New Materials (300995) closed at 52.01, up 5.50% with a trading volume of 46,800 shares, totaling 241 million yuan [1] - Major decliners included: - Jun Ding Da (301538) closed at 91.16, down 5.26% with a trading volume of 21,900 shares, totaling 205 million yuan [2] - Jinfat Technology (600143) closed at 21.28, down 4.14% with a trading volume of 1,736,600 shares, totaling 3.737 billion yuan [2] - Dongcai Technology (601208) closed at 19.52, down 3.60% with a trading volume of 364,500 shares, totaling 716 million yuan [2] Capital Flow - The plastic sector experienced a net outflow of 361 million yuan from institutional investors, while retail investors saw a net inflow of 291 million yuan [2][3] - Notable capital flows included: - Foshan Plastics (000973) had a net inflow of 10.2 million yuan from institutional investors, but a net outflow of 15.74 million yuan from retail investors [3] - Shenkai Co. (002361) saw a net inflow of 66.57 million yuan from institutional investors, with retail investors experiencing a net outflow of 42.09 million yuan [3] - Nalco Co. (002825) had a net inflow of 65.37 million yuan from institutional investors, with retail investors also facing a net outflow of 33.06 million yuan [3]

证券日报网讯奇德新材（300995）10月10日在互动平台回答投资者提问时表示，截至2025年9月30日， 公司股东人数为8393户。 ...

奇德新材9月30日大宗交易平台出现一笔成交，成交量10.00万股，成交金额473.00万元，大宗交易成交 价为47.30元，相对今日收盘价溢价0.42%。该笔交易的买方营业部为中原证券股份有限公司郑州经三路 证券营业部，卖方营业部为中原证券股份有限公司郑州经三路证券营业部。 进一步统计，近3个月内该股累计发生3笔大宗交易，合计成交金额为1345.63万元。 证券时报·数据宝统计显示，奇德新材今日收盘价为47.10元，下跌2.02%，日换手率为3.28%，成交额为 9327.68万元，全天主力资金净流出833.40万元，近5日该股累计下跌5.57%，近5日资金合计净流出 2472.18万元。 两融数据显示，该股最新融资余额为1.31亿元，近5日减少1501.74万元，降幅为10.32%。 据天眼查APP显示，广东奇德新材料股份有限公司成立于2007年08月16日，注册资本8416万人民币。 （数据宝） 9月30日奇德新材大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | ...

Group 1 - The company, Qide New Materials (300995), announced on September 30 that it is establishing relevant subsidiaries based on development needs [1] - The company plans to advance the construction of production capacity in different locations depending on order and delivery conditions [1]

9月30日，奇德新材大宗交易成交10万股，成交额473万元，占当日总成交额的4.83%，成交价47.3元， 较市场收盘价47.1元溢价0.42%。 | 权益类证券大宗交易(协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2025-09-30 | 56600€ | 奇德新材 | 47.30 | 10.00 | 473.00 中原证券股份有限 | | 中原证券股份有限 | | | | | | | 公司郑州经三路证 | | 公司郑州经三路证 | | | | | | | 兰德队山立伊 | | 兰图片,白色 | ...

Core Viewpoint - Guangdong Qide New Materials Co., Ltd. has provided a detailed response to the Shenzhen Stock Exchange regarding its application for a specific stock issuance, analyzing its operational performance, capacity utilization, and overseas business developments [1]. Group 1: Financial Performance - The company's revenue for 2022, 2023, and 2024 is projected to be 256.34 million, 283.25 million, and 346.14 million respectively, indicating a continuous growth trend [1]. - Net profit for the same years is expected to be 14.73 million, 8.03 million, and 8.69 million, with gross profit margins of 23.37%, 26.65%, and 22.80% respectively [1]. - For the first half of 2025, the company reported revenue of 178.58 million with a gross profit margin of 25.85% [1]. Group 2: Gross Margin Fluctuations - The gross margin has shown a trend of initial increase, followed by a decrease, and then a rise again, influenced by raw material prices and product structure [2]. - The increase in gross margin in 2023 was primarily due to the rise in the gross margin of modified nylon composite materials, attributed to lower unit costs of key raw materials like PA6 and PA66 [2]. - In 2024, the gross margin decreased due to rising material procurement costs and increased manufacturing expenses, while in the first half of 2025, it improved due to enhanced margins from other modified composite materials [2]. Group 3: Revenue and Net Profit Changes - Revenue growth is attributed to market expansion in the electric vehicle sector and the additional income from the Thai subsidiary [3]. - The net profit decreased in 2023 due to a significant rise in period expenses, remained stable in 2024, and increased in the first half of 2025 due to revenue and gross margin growth with minimal changes in period expenses [3]. - Compared to industry peers, the company's revenue trends align, but net profit trends differ in 2023 and the first half of 2025, influenced by revenue, gross margin, and period expenses [3]. Group 4: Capacity Utilization - The company's capacity utilization rate in 2024 was lower compared to industry peers, primarily due to a shift in business focus from baby products and sports equipment to the automotive sector, resulting in unmet order expectations [4]. - The company is also facing challenges related to production due to the need for capacity reserves and machine switching times [4]. - To improve capacity utilization, the company is enhancing core product competitiveness, expanding overseas markets, and optimizing capacity management [4]. Group 5: Overseas Business Development - In October 2023, the company established a wholly-owned subsidiary in Thailand, which is set to commence production in October 2024 [5]. - The overseas sales revenue has been increasing year by year, and the company has gained operational and management experience in international projects [5]. - The current investment projects include the construction of composite materials production lines in Thailand and the expansion of carbon fiber product production, deemed necessary based on market demand and industry trends [5].

Core Points - Guangdong Qide New Materials Co., Ltd. has announced progress regarding its application for a private placement of shares on September 29, 2025 [1] - The company received an inquiry letter from the Shenzhen Stock Exchange on September 10, 2025, and has since worked with relevant intermediaries to address the questions raised [1] - The company updated its fundraising documents, including financial data, in light of its half-year report released on August 29, 2025 [1] Regulatory Process - The issuance of shares to specific targets is subject to approval from the Shenzhen Stock Exchange and the China Securities Regulatory Commission [2] - There is uncertainty regarding whether the company will pass the review and obtain the necessary registration approval [2] - The company commits to timely information disclosure based on the progress of this matter [2]

| 信永中和合社师寓含 所 北京市东城区朝阳 北大街 联系电话: +86 (010) 6554 2288 | | | | --- | --- | --- | | telephone: +86 (010) 6554 2288 | 8 号富华大厦 A 座 9 层 | | | ShineWing | 9/F. Block A. Fu Hua Mansion. No.8, Chaoyangmen Beidajie, | | | Dongcheng District, Beijing, I | | +86 (010) 6554 7190 | | certified public accountants 100027, P.R.China | | facsimile: +86 (010) 6554 7190 | 关于广东奇德新材料股份有限公司 申请向特定对象发行股票 的审核问询函回复 XYZH/2025GZAA3F0613 广东奇德新材料股份有限公司 深圳证券交易所： 广东奇德新材料股份有限公司（以下简称"公司"或"奇德新材"）于 2025 年 9 月 10 日收到深圳证券交易所下发的《关于广东奇德新材料股份有限 公司申 ...

国信证券股份有限公司关于 广东奇德新材料股份有限公司 创业板向特定对象发行股票的 上市保荐书 保荐人（主承销商） （住所：深圳市罗湖区红岭中路 1012 号国信证券大厦 16-26 层） 广东奇德新材料股份有限公司 上市保荐书 保荐机构声明 本保荐机构及所指定的两名保荐代表人均是根据《中华人民共和国公司法》 （以下简称《公司法》）、《中华人民共和国证券法》（以下简称《证券法》）、 《上市公司证券发行注册管理办法》（以下简称《注册管理办法》）等法律法规 和中国证券监督管理委员会（以下简称中国证监会）及深圳证券交易所的有关规 定，诚实守信，勤勉尽责，严格按照依法制订的业务规则和行业自律规范出具本 上市保荐书，并保证所出具的文件真实、准确、完整。 3-3-1 广东奇德新材料股份有限公司 上市保荐书 深圳证券交易所： 广东奇德新材料股份有限公司（以下简称奇德新材、发行人或公司）拟申请 向特定对象发行股票。国信证券股份有限公司（以下简称国信证券、保荐机构、 保荐人）认为发行人符合《公司法》《证券法》《注册管理办法》以及《深圳证 券交易所创业板股票上市规则》（以下简称《上市规则》）等法律、法规和规范 性文件的规定，同意向 ...