人民财讯9月11日电，企查查APP显示，近日，广东华志精密模塑有限公司成立，注册资本6600万元， 经营范围包含：汽车零部件研发；汽车零部件及配件制造；汽车零配件批发；汽车零配件零售等。企查 查股权穿透显示，该公司由奇德新材等共同持股。 转自：证券时报 ...

Market Overview - The plastic sector experienced a decline of 0.3% on September 10, with Qide New Materials leading the drop [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Top Performers in the Plastic Sector - Dongcai Technology (601208) saw a closing price of 18.04, with a significant increase of 7.89% and a trading volume of 729,000 shares, amounting to a transaction value of 1.291 billion [1] - Wankai New Materials (301216) closed at 21.14, up 6.88%, with a trading volume of 371,800 shares and a transaction value of 762 million [1] - Jiangsu Boyun (301003) closed at 36.82, up 5.38%, with a trading volume of 31,800 shares and a transaction value of 115 million [1] Underperformers in the Plastic Sector - Qide New Materials (36600E) closed at 53.71, down 8.81%, with a trading volume of 67,100 shares and a transaction value of 370 million [2] - Dadongnan (002263) closed at 4.14, down 5.48%, with a trading volume of 2,613,900 shares and a transaction value of 1.093 billion [2] - Jinfatech (600143) closed at 17.53, down 4.26%, with a trading volume of 2,258,200 shares and a transaction value of 400.5 million [2] Capital Flow Analysis - The plastic sector experienced a net outflow of 876 million from institutional investors, while retail investors saw a net inflow of 754 million [2] - Major stocks like Dongcai Technology had a net inflow of 1.07 billion from institutional investors, while retail investors had a net outflow of 36.06 million [3] - Wankai New Materials had a net inflow of 1.09 million from institutional investors, with a net outflow of 3.04 million from retail investors [3]

证券日报网讯奇德新材（300995）9月9日在互动平台回答投资者提问时表示，截至2025年8月31日，公 司股东人数为7，318户。 ...

9月4日至5日，广东奇德新材料股份有限公司接待了福瑞资本、鼎萨投资等10家机构及个人投资者的特 定对象调研与现场参观。此次调研在广东省江门市江海区连海路323号奇德新材办公楼展开，公司董事 会秘书陈云峰、财务总监邓艳群及证券事务代表赵美美参与接待。 在调研过程中，奇德新材就公司业务模式、半年报业绩、产品竞争优势等方面与投资者进行了深入交 流。 公司业务模式方面，奇德新材立足国家战略新兴产业的新材料领域，是专业从事环境友好、功能性高分 子改性塑料及其制品的高新技术企业。其核心业务涵盖高性能改性塑料、精密模具及注塑制品、碳纤维 制品，通过"材料改性—模具开发—注塑成型"协同发展，具备全球化交付能力。公司拥有多个研发平 台，获34项授权专利，参与多项行业标准制定，并通过多项认证体系，产品也通过多项认证标准。 半年报业绩表现亮眼。2025年上半年，公司营业收入达1.78亿元，同比增长13.48%；净利润为860.70万 元，同比大幅增长117.86%。海外业务突出，泰国工厂投产使境外收入同比增长178.64%。产品结构优 化，碳纤维制品毛利率提升至42.85%，其他改性复合材料及制品收入同比增长106.80%。在家用 ...

回复：公司 2025 年半年度业绩实现稳健增长，报告期内公司实现营业收入 1.78 亿元，同比增长 13.48%；归属于上市公司股东的净利润达 860.70 万元，同 比大幅增长 117.86%，盈利能力显著提升。亮点方面，公司海外业务表现尤为突 出，泰国工厂于 2024 年实现投产，产销协同效应持续释放，境外收入同比增长 178.64%。产品结构持续优化，碳纤维制品毛利率提升至 42.85%，其他改性复合 材料及制品收入同比增长 106.80%，高端产品竞争力进一步增强。公司积极拓展 新能源汽车、智能家居等高增长领域，家用电器类产品收入同比增长 105.33%， 汽车配件类增长 29.99%。未来，公司将继续深化"机器人+低空经济"等新场景 布局，强化技术研发与市场开拓，为投资者创造可持续价值。 3、公司碳纤维产品与同行对比有哪些竞争优势？ 证券代码：300995 证券简称：奇德新材 广东奇德新材料股份有限公司 投资者关系活动记录表 编号：2025-081 | ☑ | 特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系 | □媒体采访 | □业绩说明会 | | 活动类 ...

公司发布的半年报数据显示，上半年公司共实现营业收入1.79亿元，同比增长13.48%，实现净利润 860.70万元，同比增长117.86%，基本每股收益为0.1031元，加权平均净资产收益率1.35%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 奇德新材9月1日披露，截至8月31日公司股东户数为7318户，较上期（8月20日）减少1076户，环比降幅 为12.82%。 证券时报·数据宝统计，截至发稿，奇德新材收盘价为58.44元，下跌0.65%，本期筹码集中以来股价累 计下跌7.95%。具体到各交易日，2次上涨，6次下跌。 融资融券数据显示，该股最新（8月29日）两融余额为2.11亿元，其中，融资余额为2.11亿元，本期筹码 集中以来融资余额合计减少266.37万元，降幅为1.24%。 ...

Core Viewpoint - The financial performance of Qide New Materials (300995) shows significant growth in revenue and net profit, indicating improved profitability and operational efficiency [1] Financial Performance - As of the end of the reporting period, the company's total revenue reached 179 million yuan, a year-on-year increase of 13.48% - The net profit attributable to shareholders was 8.607 million yuan, up 117.86% year-on-year - In Q2 alone, total revenue was 91.006 million yuan, reflecting a 4.77% increase year-on-year, while net profit soared to 4.5485 million yuan, marking an 834.44% rise year-on-year - The gross margin improved by 13.74% to 25.85%, and the net margin increased by 93.17% to 4.82% [1] Cost Structure - Total selling, administrative, and financial expenses amounted to 27.8586 million yuan, accounting for 15.6% of revenue, with a slight year-on-year increase of 0.66% - Earnings per share rose to 0.1 yuan, a year-on-year increase of 118.9% [1] Business Model and Market Position - Qide New Materials operates in the new materials sector, focusing on environmentally friendly, high-performance polymer modified plastics and related products - The company provides integrated services from material modification to precision manufacturing, catering to sectors such as new energy vehicles, high-end home appliances, and electronics [4] Carbon Fiber Product Advantages - The company leverages its expertise in polymer material modification and precision mold technology to address high costs and low production efficiency in carbon fiber products, particularly for the new energy vehicle sector - It offers a one-stop service for carbon fiber products, including design, material selection, process planning, and mass production [4][6] Market Outlook for Carbon Fiber Products - The carbon fiber market is expected to grow significantly, with projections indicating that the domestic market could exceed 25 billion yuan by 2025, driven by increased adoption in the automotive sector - In the low-altitude aircraft sector, carbon fiber is becoming the preferred choice due to its lightweight properties, with a 70% weight reduction compared to aluminum alloys [6] Expansion Plans - The company plans to expand its carbon fiber production capacity through facility upgrades, equipment investments, and automation to meet rising demand from high-end new energy vehicles and low-altitude flight industries [6]

Core Viewpoint - The company has announced a profit distribution plan for the first half of 2025, proposing a cash dividend of 0.75 RMB per share, totaling 6,296,610 RMB, with no stock dividends or capital reserve transfers [1][4][5] Summary by Sections 1. Approval Process - The company held meetings on August 27, 2025, where the independent directors, board of directors, and supervisory board unanimously approved the profit distribution proposal, which will be submitted to the third extraordinary general meeting of shareholders for final approval [2][3] 2. Profit Distribution Plan - The profit distribution plan is based on a total share capital of 84,160,000 shares, excluding 205,200 shares held in the company's repurchase account, resulting in a base of 83,954,800 shares for the cash dividend distribution [4][5] - The total cash dividend distribution amounts to 6,296,610 RMB, with a distribution ratio of 0.75 RMB per 10 shares [4][5] 3. Financial Performance - For the first half of 2025, the company's consolidated net profit attributable to shareholders was 8,607,040.66 RMB, with distributable profits amounting to 135,968,124.24 RMB after accounting for previous profit distributions and legal reserves [3][4]

Group 1 - Company reported a total revenue of 179 million yuan, ranking 66th among disclosed peers [1] - The net profit attributable to shareholders was 8.607 million yuan, ranking 52nd among disclosed peers [1] - The net cash inflow from operating activities was 36.8645 million yuan [1] Group 2 - The latest debt-to-asset ratio is 22.64%, an increase of 0.09 percentage points from the previous quarter and 0.37 percentage points from the same period last year [3] - The latest gross profit margin is 25.85% [3] - The latest return on equity (ROE) is 1.38%, ranking 46th among disclosed peers [3] - The diluted earnings per share is 0.10 yuan, ranking 43rd among disclosed peers [3] - The latest total asset turnover ratio is 0.22 times, ranking 49th among disclosed peers [3] - The latest inventory turnover ratio is 2.34 times, ranking 35th among disclosed peers [3]

Group 1 - The company Qide New Materials (SZ 300995) held its 22nd meeting of the fourth board of directors on August 27, 2025, to review the proposal regarding the full text and summary of the 2025 semi-annual report [1] - For the first half of 2025, Qide New Materials reported that 87.76% of its revenue came from the plastics industry, while other businesses contributed 12.24% [1]