智通财经APP讯，凯盛新材(301069.SZ)披露2025年度业绩预告 ，公司预计归属于上市公司股东的净利 润1.1亿元至1.4亿元，同比增长96.47%至150.06%;归属于上市公司股东的扣除非经常性损益的净利润 7700 万元至1亿元，同比增长160.88%至238.80%。 ...

人民财讯1月20日电，凯盛新材（301069）1月20日发布业绩预告，预计2025年归母净利润为1.1亿元至 1.4亿元，同比增长96.47%至150.06%。2025年度，公司持续加大国内外市场的开拓力度，主要产品的出 货量增加，盈利能力增强，推动公司业绩同比显著增长。公司收到3000万元技术补偿款，对公司当期营 业利润产生较大影响。 ...

Financial Performance Forecast - The company expects a net profit attributable to shareholders of RMB 110 million to RMB 140 million for 2025, representing a year-on-year increase of 96.47% to 150.06% compared to RMB 55.99 million in the previous year[4] - The net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be RMB 77 million to RMB 100 million, reflecting a year-on-year growth of 160.88% to 238.80% from RMB 29.52 million last year[4] Factors Influencing Performance - The significant increase in performance is driven by enhanced market expansion efforts, leading to increased shipment volumes and improved profitability[6] - The company received RMB 30 million in technical compensation, which had a substantial impact on the current operating profit[6] Caution and Audit Status - The performance forecast is based on preliminary calculations by the finance department and has not been audited by external auditors[7] - The specific financial data will be detailed in the 2025 annual report, urging investors to make cautious decisions and be aware of investment risks[7]

Group 1: Report Core Information - The report regularly tracks the latest private exchangeable bond (private EB) projects from public channels and focuses on basic elements, reminding that the issuance terms and progress may change, with the final prospectus and inquiries to the lead underwriters being the basis [1] Group 2: New Project Information This Week - Huabang Life - Health Co., Ltd.'s 2026 private placement of innovative technology - exchangeable corporate bonds for professional investors has been accepted by the exchange, with an intended issuance scale of 1 billion yuan, the underlying stock being Kaisheng New Materials (301069.SZ), and the lead underwriters being Huatai United and Southwest Securities, updated on January 16, 2026 [1] Group 3: Project Status Summary - There are multiple private EB projects in different statuses, including "Passed", "Received Feedback", and "Accepted". For example, projects of Shanxi Transportation Development and Investment Group Co., Ltd., Fuda Holdings Group Co., Ltd. etc. have passed; projects of Hainan农垦 Investment and Holding Group Co., Ltd., Strait Innovation Internet Co., Ltd. etc. have received feedback; projects of Huabang Life - Health Co., Ltd., Northern Lingyun Industry Group Co., Ltd. etc. have been accepted [3]

Core Viewpoint - The company has announced the mandatory redemption of its convertible bonds, "Kai Sheng Convertible Bonds," which will cease conversion and be redeemed at a price of 100.10 CNY per bond on January 15, 2026, if not converted by January 14, 2026 [2][4][12]. Group 1: Redemption Details - The last conversion date for "Kai Sheng Convertible Bonds" is January 14, 2026, after which unconverted bonds will be redeemed at 100.10 CNY per bond [2][4]. - The redemption conditions include a mandatory redemption if the bonds are not converted by the specified date, with the redemption price including interest and tax [4][13]. - The company will hold a board meeting on December 22, 2025, to approve the early redemption of the bonds based on current market conditions [5][12]. Group 2: Bond Issuance and Trading - The company issued 6.5 million convertible bonds with a face value of 100.00 CNY each, raising a total of 650 million CNY [6]. - The bonds were listed for trading on the Shenzhen Stock Exchange starting December 15, 2023, under the code "123233" [6]. - The initial conversion price for the bonds was set at 20.26 CNY per share, with adjustments made based on dividend distributions [7][8]. Group 3: Conversion and Redemption Procedures - The conversion period for the bonds starts on June 5, 2024, and ends on November 28, 2029, allowing bondholders to convert their bonds into shares [7]. - The company has outlined specific procedures for bondholders to follow for conversion and redemption, including deadlines for trading and conversion [15][16]. - The redemption process will be completed by January 22, 2026, when the redemption funds will be credited to the bondholders' accounts [16].

Group 1 - The core point of the article is that Kaisheng New Materials reported a total of 46,703 shareholders as of January 9, 2026 [2]

Core Viewpoint - The company, Kaisheng New Materials, is expanding its market presence with its PEKK products, which are being utilized in various industries including general materials, coatings, new energy vehicles, and military aerospace [1] Production Capacity - The company currently has a production capacity of thousand-ton level PEKK products, with an increasing yield rate [1] Market Applications - PEKK products are being applied by end customers in sectors such as general materials, coatings, new energy vehicles, and military aerospace [1] - The company is closely monitoring market demand for lightweight specialty materials in fields like electronic information (semiconductors), rehabilitation medical devices, and robotics [1] Market Expansion - The company is actively working to expand its domestic and international markets for PEKK products [1]

Core Viewpoint - Kaisheng New Materials has highlighted its PEKK product as a high-performance thermoplastic engineering plastic with exceptional mechanical properties and various applications in aerospace [1] Group 1: Product Characteristics - The PEKK product exhibits excellent mechanical performance, wear resistance, corrosion resistance, self-lubrication, insulation stability, and high-temperature usage [1] Group 2: Applications - PEKK can be utilized in the structural components and auxiliary parts of aircraft and satellites [1]

Core Viewpoint - The company has not established direct business cooperation for its PEKK products with Blue Arrow Aerospace or SpaceX as of now [1] Group 1: Company Overview - Kaisheng New Materials (301069) has responded to investor inquiries regarding its PEKK products on an interactive platform [1] - The PEKK product is a high-performance thermoplastic engineering plastic with excellent mechanical properties, wear resistance, corrosion resistance, self-lubrication, insulation stability, and high-temperature usage [1] Group 2: Industry Application - PEKK products can be utilized in aerospace and other fields due to their superior characteristics [1]

Group 1 - The core point of the article is that Kaisheng New Materials (301069.SZ) has not yet established direct business cooperation with Blue Arrow Aerospace and SpaceX regarding its PEKK products [1] Group 2 - As of now, the company is actively engaging with investors on its interactive platform to provide updates on its business developments [1]