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东北证券:轻量化技术推动机器人产业边界拓展 高性能材料为行业发展提供支撑
Zhi Tong Cai Jing· 2025-07-02 07:33
Group 1 - The core viewpoint is that lightweight technology is becoming a key direction for the development of the robotics industry, significantly enhancing performance, energy efficiency, and installation convenience while expanding application boundaries in specialized fields like space exploration and medical surgery [1] - The demand for improved motion performance, energy efficiency, and adaptability in robotics is increasing, making lightweight technology essential for enhancing acceleration, dynamic response, and flexibility, while also reducing energy dependence and maintenance costs [1] - High-performance materials such as PEEK, carbon fiber, aluminum-magnesium alloys, and nylon are emerging as crucial components for achieving lightweight designs in robotics, providing a solid foundation for the widespread adoption of lightweight technology [1] Group 2 - Significant advancements have been made in the lightweight solutions for core components such as motors, reducers, lead screws, joint modules, and structural parts, enhancing overall robot performance and efficiency [2] - Innovations like frameless motors, harmonic reducers, and planetary roller screw assemblies are contributing to the reduction of size and weight while improving key performance indicators such as stiffness, precision, and lifespan [2] - Related companies in the lightweight robotics sector include Xinhan New Materials, Zhongxin Fluorine Materials, Water Co., Polymeric Shun, Jiangsu Boyun, Xingyuan Zhuomei, Jinfat Technology, Pulit, Yongmaotai, Zhaomin Technology, Weike Technology, and Hengbo Co. [2]
新瀚新材(301076) - 中信证券股份有限公司关于江苏新瀚新材料股份有限公司股东向特定机构投资者询价转让股份的核查报告
2025-06-30 11:14
中信证券股份有限公司 关于江苏新瀚新材料股份有限公司 股东向特定机构投资者询价转让股份的核查报告 深圳证券交易所: 中信证券股份有限公司(以下简称"中信证券"或"组织券商")受委托担任严留 新(以下简称"转让方")以向特定机构投资者询价转让(以下简称"询价转让")方式 减持所持有的江苏新瀚新材料股份有限公司(以下简称"公司"或"新瀚新材")首次 公开发行前已发行股份的组织券商。 经核查,中信证券就本次询价转让的股东、转让方是否符合《深圳证券交易所上市 公司自律监管指引第 16 号——创业板上市公司股东询价和配售方式转让股份(2025 年 修订)》(以下简称"《询价转让和配售指引》")要求,本次询价转让的询价、转让过程 与结果是否公平、公正,是否符合《询价转让和配售指引》的规定作出如下报告说明。 一、本次询价转让概况 (一)本次询价转让转让方 | 序号 | 股东名称 | 截至 2025 | 年 | 6 月 | 17 日 | 持股比例 | | --- | --- | --- | --- | --- | --- | --- | | | | | 收盘持股数量(股) | | | | | 1 | 严留新 | | 34,3 ...
新瀚新材(301076) - 简式权益变动报告书
2025-06-30 11:14
江苏新瀚新材料股份有限公司 简式权益变动报告书 上市公司:江苏新瀚新材料股份有限公司 股票上市地:深圳证券交易所 股票简称:新瀚新材 股票代码:301076.SZ 信息披露义务人 1:严留新 通讯地址:江苏省南京市化学工业园区罐区南路 86 号 信息披露义务人 2:秦翠娥 通讯地址:江苏省南京市化学工业园区罐区南路 86 号 股份变动性质:股份减少 签署日期:2025 年 6 月 30 日 1 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国公司法》(以下简称"《公 司法》")《中华人民共和国证券法》(以下简称"《证券法》")《上市公司收购管理办 法》(以下简称"《收购管理办法》")《公开发行证券的公司信息披露内容与格式准则 第 15 号——权益变动报告书》(以下简称"《准则 15 号》")等相关法律、法规和规范 性文件编制。 二、信息披露义务人签署本报告书已获得必要的授权和批准,其履行亦不违反信 息披露义务人章程或内部规则中的任何条款,或与之相冲突。 三、依据《公司法》《证券法》《收购管理办法》《准则 15 号》,本报告书已全 面披露了信息披露义务人所拥有的江苏新瀚新材料股份有限公司权益 ...
新瀚新材(301076) - 股东询价转让结果报告书暨持股5%以上股东持有权益变动触及5%整数倍的提示性公告
2025-06-30 11:14
证券代码:301076 证券简称:新瀚新材 公告编号:2025-027 江苏新瀚新材料股份有限公司 股东询价转让结果报告书暨持股 5%以上股东持有权益变动触及 5%整数倍的提示性公告 股东严留新、秦翠娥保证向本公司提供的信息内容真实、准确、完整,没有 虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 一、出让方情况 (一)出让方基本情况 重要内容提示: 1、本次权益变动主体为持有江苏新瀚新材料股份有限公司(以下简称"新 瀚新材"或"公司")5%以上股份的股东严留新(以下简称"出让方")及其 一致行动人秦翠娥。本次权益变动为询价转让,本次权益变动后,出让方及其一 致行动人拥有权益的股份占公司总股本的比例由 45.03%下降至 42.03%(以下 简称"本次权益变动")。 2、出让方为新瀚新材控股股东、实际控制人之一,为公司董事、高级管理 人员,本次权益变动不会导致上市公司控股股东及实际控制人发生变化,不会对 公司治理结构及持续经营产生重大影响。 3、本次询价转让为非公开转让的询价转让方式,不会通过集中竞价交易方 式进行,不触及要约收购。受让方通过询价转让受让的 ...
新瀚新材(301076) - 股东询价转让定价情况提示性公告
2025-06-18 11:17
证券代码:301076 证券名称:新瀚新材 公告编号:2025-026 江苏新瀚新材料股份有限公司 股东询价转让定价情况提示性公告 严留新(以下简称"出让方")保证向江苏新瀚新材料股份有限公司(以下 简称"新瀚新材"或"公司")提供的信息内容不存在任何虚假记载、误导性陈 述或者重大遗漏,并对其真实性、准确性和完整性依法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示: 一、本次询价转让初步定价 (一)经向机构投资者询价后,初步确定的转让价格为27.50元/股。 (二)经出让方与组织券商协商,一致决定启动追加认购程序,追加认购截 止时间不晚于2025年7月2日。 二、相关风险提示 (一)本次询价转让受让方及受让股数仅为初步结果,尚存在拟转让股份被 司法冻结、扣划等风险。询价转让的最终结果以中国证券登记结算有限责任公司 深圳分公司最终办理结果为准。 (二)本次询价转让不涉及公司控制权变更,不会影响公司治理结构和持续 经营。 特此公告。 根据2025年6月18日询价申购情况,初步确定的本次询价转让价格为27.50元/ 股; 本次询价转让不通过集中竞价交易或大宗交易方式 ...
新瀚新材(301076) - 中信证券股份有限公司关于江苏新瀚新材料股份有限公司股东向特定机构投资者询价转让股份相关资格的核查意见
2025-06-18 09:48
中信证券股份有限公司 关于江苏新瀚新材料股份有限公司股东 向特定机构投资者询价转让股份 相关资格的核查意见 广东省深圳市福田区中心三路 8 号卓越时代广场(二期)北座 1 中信证券股份有限公司(以下简称"中信证券")受江苏新瀚新材料股份有 限公司(以下简称"新瀚新材")股东严留新(以下简称"出让方")委托,组 织实施本次新瀚新材首发前股东向特定机构投资者询价转让(以下简称"本次询 价转让")。 根据《上市公司股东减持股份管理暂行办法》《深圳证券交易所创业板股票 上市规则(2025 年修订)》《深圳证券交易所上市公司自律监管指引第 18 号— —股东及董事、高级管理人员减持股份(2025 年修订)》《深圳证券交易所上市 公司自律监管指引第 16 号——创业板上市公司股东询价和配售方式转让股份 (2)严留新未违反关于股份减持的各项规定或者关于持股期限的承诺。 (2025 年修订)》(以下简称"《询价转让和配售指引》")等相关规定,中信 证券对参与本次询价转让股东的相关资格进行核查,并出具本核查意见。 一、本次询价转让的委托 中信证券收到出让方关于本次询价转让的委托,委托中信证券组织实施本次 询价转让。 二、关于参 ...
新瀚新材(301076) - 询价转让计划书
2025-06-18 09:47
证券代码:301076 证券简称:新瀚新材 公告编号:2025-025 (二)关于出让方是否为公司控股股东、实际控制人、持股5%以上的股东、 董事、高级管理人员 江苏新瀚新材料股份有限公司 股东询价转让计划书 严留新(以下简称"出让方")保证向江苏新瀚新材料股份有限公司(以下简 称"新瀚新材"或"公司")提供的信息内容不存在任何虚假记载、误导性陈述或 者重大遗漏,并对其真实性、准确性和完整性依法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示: 一、拟参与转让的股东情况 (一)出让方的名称、持股数量、持股比例 出让方委托中信证券股份有限公司(以下简称"中信证券")组织实施本次 询价转让。截至2025年6月17日,出让方所持首发前股份的数量、占公司总股本 比例情况如下: | 序号 | 股东名称 | 持股数量(股) | 持股占总股本比例 | | --- | --- | --- | --- | | 1 | 严留新 | 34,374,600 | 25.55% | 本次询价转让的出让方严留新为公司控股股东、实际控制人、董事、高级管 理人员。严留新持有公司股份比例超过5%。 ...
新瀚新材实控人拟询价转让 上市超募1.5亿净利连降2年
Zhong Guo Jing Ji Wang· 2025-06-18 03:20
Core Viewpoint - Xinhan New Materials (301076.SZ) announced a share transfer plan involving the transfer of 4,035,720 shares by major shareholder Yan Liuxin, representing 3.00% of the company's total share capital [1][2] Group 1: Share Transfer Details - The share transfer will not occur through centralized bidding or block trading, and the transferee must be an institutional investor with appropriate pricing and risk-bearing capabilities [2][3] - Yan Liuxin, the controlling shareholder and actual controller, currently holds 34,374,600 shares, equating to a 25.55% ownership stake [2] Group 2: Financial Performance - Xinhan New Materials reported revenues of 398 million yuan, 435 million yuan, and 419 million yuan for 2022, 2023, and 2024 respectively, showing a decline of 3.66% from 2023 to 2024 [3][4] - The net profit attributable to shareholders decreased from 106.95 million yuan in 2022 to 55.97 million yuan in 2024, marking a 40.04% decline [4] - The company plans to distribute a cash dividend of 1.00 yuan per 10 shares and to increase capital by issuing 3 additional shares for every 10 shares held [4] Group 3: Recent Quarterly Performance - In Q1 2025, Xinhan New Materials achieved a revenue of 116 million yuan, reflecting a year-on-year growth of 12.43% [5][6] - The net profit attributable to shareholders for Q1 2025 was 16.19 million yuan, a 47.85% increase compared to the same period last year [5][6] - The net cash flow from operating activities improved significantly, reaching 2.68 million yuan, compared to a negative cash flow of 1.87 million yuan in the previous year [5][6] Group 4: Fundraising and Use of Proceeds - The company raised a total of 620 million yuan from its public offering, with a net amount of 555 million yuan after deducting issuance costs, exceeding the original plan by 151 million yuan [7] - The funds are intended for the annual production of 8,000 tons of aromatic ketones, the establishment of a research and development center, and to supplement working capital [7]
新瀚新材: 询价转让计划书
Zheng Quan Zhi Xing· 2025-06-17 12:21
Core Viewpoint - Jiangsu Xinhang New Materials Co., Ltd. is planning a share transfer of 4,035,720 shares, representing 3.00% of the total share capital, by its controlling shareholder Yan Liuxin, primarily due to personal funding needs [1][2][3]. Group 1: Share Transfer Details - The share transfer will not occur through centralized bidding or block trading, and the shares cannot be transferred by the acquirer within six months after the acquisition [1][2]. - The transfer price will be determined based on the average trading price of the stock over the 20 trading days prior to June 17, 2025, with a minimum price set at 70% of that average [3][4]. - The transfer will be organized by CITIC Securities, which will handle the pricing and allocation process based on price, quantity, and time priority [4]. Group 2: Shareholder Information - Yan Liuxin, the transferor, is the controlling shareholder, actual controller, director, and senior management of the company, holding more than 5% of the shares [1][2]. - The transferor has confirmed that the shares are free from any restrictions or prohibitions on transfer and comply with relevant regulations [2][5]. Group 3: Investor Eligibility - The acquirers must be institutional investors with appropriate pricing capabilities and risk tolerance, including securities companies, fund management companies, and other qualified institutional investors [4]. Group 4: Risk and Control - There are no disclosed risk matters or potential changes in control related to the company as per the Shenzhen Stock Exchange regulations [5].
PEEK:技术与竞争格局分析、及机器人中的应用(附31页PPT)
材料汇· 2025-06-04 15:12
Core Viewpoint - PEEK (Polyether Ether Ketone) is a third-generation high-performance thermoplastic engineering plastic that excels in heat resistance, wear resistance, and corrosion resistance, making it an ideal substitute for metals and ceramics in various demanding applications [2][8]. Group 1: Performance Characteristics - PEEK exhibits outstanding properties such as high temperature resistance (long-term use temperature > 260 °C), self-lubrication (friction coefficient 0.15–0.35), high strength (tensile strength > 150 MPa), and chemical stability (resistant to pH 1–14 corrosion) [2][13]. - Compared to traditional materials, PEEK's comprehensive performance and high product added value position it as a leading choice in specialized engineering plastics [10][14]. Group 2: Synthesis Process - The primary method for synthesizing PEEK is nucleophilic substitution, which allows for precise control over the reaction process, resulting in high purity and structural integrity of the material [3][19]. - The synthesis process requires stringent conditions and high-quality raw materials, leading to higher production costs [22][26]. Group 3: Demand and Applications - PEEK is widely used in various industries, including aerospace, automotive, electronics, and medical fields, due to its lightweight and high-performance characteristics [4][34]. - The demand for PEEK is expected to grow significantly, particularly in robotics, where the estimated demand could reach 10,000 tons, corresponding to a market size of 4 billion yuan if production reaches one million units [4][34]. Group 4: Supply and Market Dynamics - The global PEEK market is dominated by a few key players, including Victrex, Solvay, and Evonik, while domestic companies like Zhongyan Co., Watte Co., and Jinfat Co. are rapidly increasing their production capacity [5][6]. - The supply chain for PEEK's raw materials, such as DFBP and phenol, is primarily concentrated in China, with limited global production capacity [5][24]. Group 5: Future Outlook - The domestic PEEK market is projected to reach 5,078.98 tons by 2027, excluding the robotics sector, indicating a robust growth trajectory [6]. - Innovations in material modification technologies and processing methods, such as 3D printing, are expected to further expand PEEK's applications in various fields [4][34].