Group 1 - The core point of the article is that Kaisheng New Materials (301069.SZ) has supplied high-purity battery-grade ammonium chloride to relevant production enterprises and is actively exploring market opportunities in lightweight special materials for robotics and other fields [1] Group 2 - The company is closely tracking the development trends of lightweight special materials in robotics and is expanding its domestic and international market presence [1]

Core Viewpoint - The chemical raw materials sector experienced a 0.7% increase on October 10, with Zhenhua Co. leading the gains, while the overall market indices, Shanghai Composite and Shenzhen Component, saw declines of 0.94% and 2.7% respectively [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3897.03, down 0.94% [1]. - The Shenzhen Component Index closed at 13355.42, down 2.7% [1]. - Zhenhua Co. (603067) led the sector with a closing price of 20.30, up 6.67% [1]. Group 2: Individual Stock Performance - Jiangtian Chemical (300927) closed at 26.98, up 3.37% with a trading volume of 52,500 shares and a transaction value of 142 million [1]. - Luxi Chemical (000830) closed at 14.69, up 3.09% with a trading volume of 317,000 shares and a transaction value of 466 million [1]. - Huarong Chemical (301256) closed at 11.23, up 2.37% with a trading volume of 141,400 shares and a transaction value of 158 million [1]. Group 3: Capital Flow - The chemical raw materials sector saw a net outflow of 155 million from institutional investors, while retail investors had a net inflow of 191 million [2]. - Zhenhua Co. had a net inflow of 81.61 million from institutional investors, while retail investors experienced a net outflow of 47.06 million [3]. - Longbai Group (002601) had a net inflow of 58.99 million from institutional investors, with a net outflow of 75.42 million from retail investors [3].

| 证券代码：301069 | 证券简称：凯盛新材 | 公告编号：2025-039 | | --- | --- | --- | | 债券代码：123233 | 债券简称：凯盛转债 | | 山东凯盛新材料股份有限公司 关于2025年第三季度可转债转股情况的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，并对公告中的 虚假记载、误导性陈述或者重大遗漏承担责任。 特别提示： 根据《深圳证券交易所股票上市规则》和《上市公司自律监管指引第 15 号 —可转换公司债券》的有关规定，山东凯盛新材料股份有限公司（以下简称"公 司"）现将 2025 年第三季度可转换公司债券（以下简称"可转债"）转股及公司 股份变动的情况公告如下： 一、可转换公司债券上市发行情况 （一）可转换公司债券发行情况 根据中国证券监督管理委员会《关于同意山东凯盛新材料股份有限公司向不 特定对象发行可转换公司债券注册的批复》（证监许可〔2023〕1893 号），山东 凯盛新材料股份有限公司（以下简称"公司"）获准向不特定对象发行可转换公 司债券 650.00 万 张 ，每 张 面 值 为 人 民 币 100.00 元 ，募 集 资 金 总 额 ...

Group 1 - The company has established a model where pharmaceutical and medical sectors are core, while agricultural chemicals, new materials, and tourism operate as independent listed companies [1] - The company plans to maintain independent and stable operations for Yingtai Biological and Kaisheng New Materials (301069), leveraging the controlling shareholder's key role in governance [1]

证券日报网讯凯盛新材（301069）9月25日在互动平台回答投资者提问时表示，截至2025年9月19日，公 司股东人数为32866户。 ...

Group 1 - The company has not yet established a direct presence in the AI server immersion liquid cooling sector [2] - The company confirmed that related products have not yet reached mass production [2]

Core Viewpoint - The company has not yet made direct investments in the AI server immersion cooling sector [1] Group 1 - The company communicated on September 25 that it has not established a direct presence in the AI server immersion cooling market [1]

Core Viewpoint - The company has not established partnerships with Solvay and Arkema as of now, focusing on its self-developed PEKK products applied in various industries [1] Group 1: Company Developments - The company's self-developed PEKK products are being utilized by end customers in sectors such as general materials, coatings, new energy vehicles, and military aerospace [1] - The company is actively tracking developments in lightweight specialty materials for electronic information (semiconductors), rehabilitation medical devices, and robotics [1] - The company is also working to expand its domestic and international market presence [1]

Core Viewpoint - The company has successfully applied its PEKK products in various sectors including general materials, coatings, new energy vehicles, and military aerospace [1] Group 1 - The company is actively tracking developments in lightweight specialty materials for sectors such as electronics (semiconductors), rehabilitation medical devices, and robotics [1] - The company is expanding its domestic and international market presence [1]

Core Insights - The company, Kaisheng New Materials, reported that as of September 10, 2025, the number of shareholders is 34,572 [2] Summary by Category - **Company Information** - Kaisheng New Materials has a total of 34,572 shareholders as of the specified date [2]