格隆汇9月10日丨凯盛新材(301069.SZ)在互动平台表示，公司氯化亚砜产品已供应锂电池电解液生产厂 家。截止目前，公司暂未直接与宁德时代开展业务合作。 ...

Market Overview - On September 5, the chemical raw materials sector rose by 2.24%, with Hongxing Development leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Stock Performance - Hongxing Development (600367) closed at 18.01, with a gain of 10.02% and a trading volume of 189,300 shares, totaling a transaction value of 334 million [1] - Other notable performers included: - Kaisheng New Materials (301069) at 22.69, up 6.43%, with a transaction value of 454 million [1] - Sanxiang New Materials (603663) at 29.80, up 6.39%, with a transaction value of 1.033 billion [1] - Ti'an Co. (603067) at 17.32, up 6.19%, with a transaction value of 416 million [1] Capital Flow - The chemical raw materials sector saw a net inflow of 363 million from institutional investors, while retail investors experienced a net outflow of 335 million [2][3] - The main capital inflow was concentrated in: - Hongxing Development with a net inflow of 1.29 billion, accounting for 38.52% of its trading volume [3] - Sanxiang New Materials with a net inflow of 105 million, accounting for 10.14% [3] - Kaisheng New Materials with a net inflow of 44.64 million, accounting for 9.84% [3]

凯盛新材9月4日披露，截至8月31日公司股东户数为34200户，较上期（8月20日）减少6169户，环比降 幅为15.28%。 证券时报·数据宝统计，截至发稿，凯盛新材收盘价为21.32元，下跌2.38%，本期筹码集中以来股价累 计下跌12.94%。具体到各交易日，4次上涨，7次下跌。 融资融券数据显示，该股最新（9月3日）两融余额为3.93亿元，其中，融资余额为3.93亿元，本期筹码 集中以来融资余额合计减少785.62万元，降幅为1.96%。 公司发布的半年报数据显示，上半年公司共实现营业收入5.33亿元，同比增长7.66%，实现净利润 8848.49万元，同比增长63.83%，基本每股收益为0.2104元，加权平均净资产收益率5.27%。（数据宝） （文章来源：证券时报网） ...

Group 1 - The company, Kaisheng New Materials (301069.SZ), has not yet established direct business cooperation with drone manufacturers [1] - The company can provide PEKK granules and modified enhanced composite materials for downstream aircraft manufacturing [1]

Core Viewpoint - The company has reported an improvement in the yield rate of its PEKK products and is progressing with market expansion as planned [1] Group 1 - The yield rate of PEKK products has been continuously improving this year [1] - Market development is proceeding according to the company's plans [1]

投资者提问： 董秘回答(凯盛新材SZ301069)： 感谢您的建议，公司会慎重考虑！查看更多董秘问答>> 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 你好，公司能研发出并投产PEKK新型材料，应该也能研发并生产出PEEK材料，虽然PEKK材料在航空 航天医疗等高端市场潜力很大，但相较于PEKK材料，PEEK材料的适用范围更广，市场更大，特别是 即将到来的人形机器人大潮，对PEEK材料的需求充满了想象力，公司能否抓住机遇，双轮驱动，同时 投产这两种新型材料呢？谢谢！ ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：现在公司有没有无人机企业订购PEKK减重订单？ 凯盛新材（301069.SZ）9月4日在投资者互动平台表示，目前暂未直接与无人机企业开展业务合作，公 司可以向下游飞机配套制造领域提供PEKK颗粒及改性增强复合型材料。 ...

Group 1 - The stock price of Kaisheng New Materials closed at 22.63 yuan on August 26, down by 0.78 yuan, a decrease of 3.33% compared to the previous trading day [1] - The trading volume on that day was 205,558 hands, with a transaction amount of 470 million yuan, and a turnover rate of 5.24% [1] - As of August 20, 2025, the total number of shareholders of Kaisheng New Materials was 40,369 [1] Group 2 - Kaisheng New Materials operates in the chemical raw materials industry, focusing on the research, production, and sales of fine chemical products [1] - The company's products are primarily used in electronics, pharmaceuticals, and pesticides [1] - The company is registered in Shandong Province and is one of the stocks eligible for the Shenzhen Stock Connect [1] Group 3 - On August 26, the net outflow of main funds was 90.847 million yuan, accounting for 1.02% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow reached 320.1108 million yuan, representing 3.61% of the circulating market value [1]

Core Viewpoint - The company, Kaisheng New Materials (301069), reported that as of August 20, 2025, the number of shareholders reached 40,369 [1] Group 1 - The company is actively engaging with investors through interactive platforms [1] - The company encourages stakeholders to pay attention to its periodic reports for detailed information on major products [1]

Group 1 - The core viewpoint of the news is that Kaisheng New Materials has shown significant financial activity, with a notable increase in shareholder numbers and a positive growth trend in revenue and net profit [2][3] - As of August 25, Kaisheng New Materials' stock price increased by 0.43%, with a trading volume of 506 million yuan. The financing buy-in amount was 56.01 million yuan, while the financing repayment was 64.06 million yuan, resulting in a net financing outflow of 8.05 million yuan [1] - The total balance of margin trading for Kaisheng New Materials reached 367 million yuan, with the financing balance accounting for 3.72% of the circulating market value, indicating a high level of financing activity [1] Group 2 - As of August 8, the number of shareholders for Kaisheng New Materials increased to 36,500, a rise of 50.39%, while the average circulating shares per person decreased by 33.51% to 10,734 shares [2] - For the first half of 2025, Kaisheng New Materials reported a revenue of 533 million yuan, representing a year-on-year growth of 7.66%, and a net profit attributable to shareholders of 88.48 million yuan, which is a 63.83% increase compared to the previous year [2] - Since its A-share listing, Kaisheng New Materials has distributed a total of 273 million yuan in dividends, with 168 million yuan distributed over the past three years [3]