根据最新一期财务数据，2025年1月-3月，凯盛新材实现营业收入2.694亿元，同比增加12.28%；归属净 利润3067.02万元，同比增加19.35%；扣非净利润2768.92万元，同比增加27.72%。 截至2025年7月，凯盛新材筹码集中度较集中。股东人数2.428万户，人均流通股1.614万股，人均持股金 额27.17万元。 可转换债券简称可转债，是一种可以在特定时间、按特定条件转换为普通股票的特殊企业债券，兼具债 权和股权的特征。一般而言，持有人可按照发行时约定的价格将债券转换成公司的普通股票的债券。如 果债券持有人不想转换，则可以继续持有债券，直到偿还期满时收取本金和利息，或者在流通市场出售 变现。 资料显示，山东凯盛新材料股份有限公司(简称:凯盛新材)成立于2005年12月,主要从事精细化工产品及 新型高分子材料的研发、生产和销售。2021年9月27日在深圳证券交易所创业板上市,股票代码 301069.SZ。公司是国内主要的芳纶聚合单体间/对苯二甲酰氯的生产企业,是国内首家生产聚醚酮酮产品 的企业,同时也是世界第三家拥有自主知识产权的聚醚酮酮生产商。公司主营产品为氯化亚砜、芳纶聚 合单体(间/ ...

（文章来源：每日经济新闻） 每经AI快讯，PEEK材料概念短线拉升，双一科技"20cm"涨停，超捷股份、科达利、唯科科技、金发科 技、新瀚新材、凯盛新材等跟涨。 ...

Group 1 - The PEEK material concept has seen a decline in the market, with significant drops in stock prices for several companies [1] - Xinhan New Materials experienced a nearly 10% drop, while Huami New Materials fell by nearly 9% [1] - Other companies such as Zhongyan Co., Kaisheng New Materials, and Nanjing Julong also reported declines of over 4% [1]

Core Insights - PEEK (Polyether Ether Ketone) is recognized as a high-performance engineering plastic with applications in aerospace and medical devices, but its high production costs limit its market expansion [1][2] - The demand for PEEK materials is increasing across various sectors, particularly in humanoid robotics and low-altitude economy, driven by the need for lightweight and durable components [1][2] - Several A-share listed companies are strategically positioning themselves in the PEEK materials sector, achieving significant advancements in production and technology [3][4] Industry Demand - In the humanoid robotics sector, PEEK materials contribute to weight reduction and enhance the longevity and precision of robotic joints by minimizing friction and wear [1] - The low-altitude economy, particularly with the commercialization of eVTOL (electric Vertical Take-Off and Landing) aircraft, is driving demand for PEEK due to its lightweight properties and resistance to high temperatures and corrosive environments [2] Company Developments - Jiangsu Xinhang New Materials Co., Ltd. is one of the major domestic producers of DFBP (Fluoroketone), a key raw material for PEEK, with a newly added capacity of 2,500 tons validated by both domestic and international PEEK manufacturers [3] - Zhejiang Zhongxin Fluorine Materials Co., Ltd. has established a full industrial chain production line for DFBP and is actively pursuing market expansion and certification for lightweight materials [3] - Shandong Kaisheng New Materials Co., Ltd. has achieved breakthroughs in PEEK technology and is continuously optimizing its production processes to enhance output and quality [4]

证券之星消息，8月6日化学原料板块较上一交易日上涨0.91%，凯盛新材领涨。当日上证指数报收于 3633.99，上涨0.45%。深证成指报收于11177.78，上涨0.64%。化学原料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301069 | 凯盛新材 | 21.56 | 19.98% | 48.59万 | | 9.85 G | | 301256 | 华融化学 | 11.08 | 6.85% | 24.26万 | | 2.63亿 | | 603213 | 镇洋发展 | 13.59 | 5.68% | 11.34万 | | 1.51亿 | | 603113 | 金能科技 | 7.59 | 3.97% | 23.49万 | | 1.76亿 | | 603067 | 振华股份 | 16.35 | 3.48% | 23.44万 | | 3.82亿 | | 600409 | 三友化工 | 5.65 | 3.29% | 32.39万 | | 1.79亿 | | 6 ...

| 正股简称 | 正股涨幅前五 | 可转债简称 | र्व | | --- | --- | --- | --- | | 宏微科技 | 19.98% | 宏微转债 | | | 凯盛新材 | 19.98% | 凯盛转债 | | | 南京聚隆 | 15.94% | 聚隆转债 | | | 福立旺 | 12.65% | 福立转债 | | | 博瑞医药 | 9.96% | 博瑞转债 | | | 正股简称 | 正股跌幅前五 | 可转债简称 रन | | --- | --- | --- | | 东杰智能 | -16.43% | 东杰转债 | | 西藏天路 | -10.01% | 天路转债 | | 奇正藏药 | -9.97% | 奇正转债 | | 设研院 | -8.46% | 设研转债 | | 并同药亦 | -7.30% | 共同转债 | | 可转债简称 | 可转债跌幅前五 | 正股简称 | | --- | --- | --- | | 天路转债 | -14.54% | 西藏天路 | | 东杰转债 | -12.05% | 东杰智能 | | 奇正转债 | -4.97% | 奇正藏药 | | 联诚转债 | -4.51% | 联诚精密 ...

Group 1 - A-shares experienced significant activity on August 6, with 77 stocks hitting the daily limit up and 3 stocks hitting the limit down [1] - The China Shipbuilding sector was notably active, with China Shipbuilding and China Heavy Industry reaching the limit up [1] - The PEEK materials sector showed strength, with Zhongxin Fluorine Materials and Xinhan New Materials achieving consecutive limit up days, while Kaisheng New Materials and Huami New Materials also hit the limit up [1] - The Intelligent Robotics sector saw gains, with Haosen Intelligent reaching the limit up [1] Group 2 - Continuous limit up stocks included Zhongma Transmission with 5 limit up days in 6 trading sessions, Beijia Clean with 5 consecutive limit up days, and Honghe Technology with 4 limit up days in 8 sessions [1] - Other notable continuous limit up stocks included Changcheng Military Industry with 4 limit up days in 5 sessions, and several stocks like *ST Yushun and *ST Dongjing achieving 4 consecutive limit up days [1] - Stocks such as Guoji Precision Engineering and Furi Electronics also recorded 3 consecutive limit up days [1] Group 3 - Stocks that hit the limit down included *ST Yatai, Xining Special Steel, and Tibet Tianlu [2]

Market Performance - The three major A-share indices closed higher, with the Shanghai Composite Index up by 0.45%, the Shenzhen Component Index up by 0.64%, and the ChiNext Index up by 0.66% [1] - The Northbound 50 Index increased by 1.58%, and the total trading volume in the Shanghai and Shenzhen markets reached 1.7591 trillion yuan, an increase of 143.3 billion yuan compared to the previous day [1] - Over 3,300 stocks in the two markets experienced gains [1] Sector Performance - The PEEK materials, military equipment, and humanoid robot sectors saw significant gains [1] - PEEK materials showed strong performance, with companies like Zhongxin Fluorine Materials (002915) hitting the daily limit, and others such as Kaisheng New Materials (301069) and Xinhang New Materials (301076) also reaching the daily limit [1] - The military equipment sector continued to strengthen, with companies like Guorui Technology (300600) and Jiekang Equipment (300875) hitting the daily limit [1] - The humanoid robot sector also performed well, with Huami New Materials reaching the daily limit and several other companies like Haichang New Materials (300885) also hitting the daily limit [1] - Conversely, the pharmaceutical sector experienced a collective adjustment, with Qizheng Tibetan Medicine (002287) dropping over 9% and Guilin Sanjin (002275) declining nearly 7% [1]

PEEK材料早盘走强，新瀚新材涨超16%，凯盛新材涨超12%，中欣氟材涨停封板，南京聚隆、普利特 跟涨。 ...

（文章来源：证券日报） 证券日报网讯凯盛新材8月5日在互动平台回答投资者提问时表示，截至2025年7月31日公司股东人数为 24279户。 ...