Market Overview - The three major A-share indices showed mixed performance in the morning session, with the Shanghai Composite Index down 0.03%, the Shenzhen Component Index up 0.09%, and the ChiNext Index up 0.05% [1] - The total market turnover for the half-day was 657.5 billion yuan, a decrease of 71.1 billion yuan compared to the previous day [1] - Over 3,700 stocks in the market experienced an increase [1] Sector Performance - The PEEK materials, beauty care, chemical environmental protection, auto parts, and soybean sectors led the gains, while the electricity, insurance, liquor, precious metals, port shipping, and duty-free shop sectors saw declines [2] - PEEK materials stocks surged collectively, with companies like Juhua Long (301131), Xinhang New Materials (301076), and Zhongxin Fluorine Materials (002915) hitting the daily limit [2] - The chemical environmental protection sector also performed strongly, with United Chemical (301209) reaching a new historical high [2] - The electricity sector faced adjustments, with multiple stocks such as Shao Neng Co. (000601) and Leshan Electric Power (600644) hitting the daily limit down [2] Notable Stocks - Friend Group (601686) opened up 9.55% after reporting a 9680% year-on-year increase in net profit for the first quarter [20] - The stock of Step by Step High (002251) and others in the duty-free shop sector hit the daily limit down [2] Economic Indicators - In the first quarter of 2025, China's service trade totaled 19,741.8 billion yuan, reflecting a year-on-year growth of 8.7% [29] - The knowledge-intensive service trade maintained growth, with a total of 7,524.9 billion yuan, an increase of 2.6% [29] - Travel services showed the fastest growth, with imports and exports reaching 584.9 billion yuan, up 21.8% [29] Policy and Initiatives - The People's Bank of China conducted a 3,405 billion yuan reverse repurchase operation to maintain reasonable liquidity in the banking system [29] - The National Development and Reform Commission allocated 810 billion yuan in special long-term bonds to support the consumption of old goods [31]

Financial Performance - In 2024, the company achieved a revenue of 419 million CNY, with a net profit of 55.97 million CNY [2] - In Q1 2025, the revenue was 116 million CNY, and the net profit reached 16.19 million CNY [3] - Revenue in 2024 decreased by 3.66% compared to the previous year, primarily due to a reduction in product sales prices, despite a 30% increase in total sales volume [3] - In Q1 2025, revenue increased by 12.43% year-on-year, with sales volume across major product categories rising by over 30% [3] Product Performance - Sales of specialty engineering plastics remained stable, while sales of photoinitiators increased by nearly 30% [3] - Cosmetic raw material sales doubled, and sales of agricultural and pharmaceutical intermediates increased by over 40% [3] - DFBP sales volume in Q1 2025 increased by approximately 30% compared to the same period last year [5] Market Outlook and Strategy - The company plans to enhance market expansion efforts and improve capacity utilization [7] - The HAP product is primarily used in high-end skincare products, with new brands starting to adopt it [7] - HDO products serve as cosmetic raw materials with good moisture retention and antibacterial properties, targeting the same customer base as HAP [7] - The company aims to explore new growth points in specialty engineering plastics and cosmetic raw materials [7] Cost and Pricing Dynamics - Product prices will be adjusted based on raw material costs and market competition [6] - An increase in capacity utilization is expected to lower fixed costs per unit, leading to a recovery in gross profit margins in Q1 2025 [6]

Group 1 - The PEEK materials concept increased by 1.75%, ranking first among concept sectors, with 15 stocks rising, including Kent Shares, New Han New Materials, and Zhongxin Fluorine Materials, which rose by 12.97%, 12.38%, and 5.24% respectively [1][2] - The concept sector experienced a net outflow of 254 million yuan, with 12 stocks receiving net inflows, led by New Han New Materials with a net inflow of 55.99 million yuan, followed by Kent Shares, Nanjing Julong, and Kaisheng New Materials [2][3] - The net inflow ratios for Kent Shares, New Han New Materials, and Kaisheng New Materials were 12.82%, 6.67%, and 4.93% respectively, indicating strong interest from main funds [3] Group 2 - The top gainers in the PEEK materials sector included Kent Shares and New Han New Materials, while the top losers were Shuanglin Shares, Tian Ci Materials, and Chaojie Shares, which fell by 2.58%, 2.05%, and 1.79% respectively [1][4] - The trading volume and turnover rates for leading stocks in the PEEK materials sector were significant, with New Han New Materials having a turnover rate of 29.71% and Kent Shares at 28.03% [3][4] - The overall market performance showed a mixed trend, with various sectors experiencing both gains and losses, highlighting the volatility in the current market environment [2][4]

证券代码：301076 证券简称：新瀚新材 公告编号：2025-020 江苏新瀚新材料股份有限公司 关于举办2024年度及2025年第一季度网上业绩说明会并 征集相关问题的公告 重要内容提示： 会 议 问 题 征 集 ： 投 资 者 可 于 2025 年 5 月 15 日 前 访 问 网 址 https://eseb.cn/1nPLURQ2KtO或使用微信扫描下方小程序码（见本公告"三、投资者 参加方式"）进行会前提问，公司将通过本次业绩说明会，在信息披露允许范围内 就投资者普遍关注的问题进行回答。 江苏新瀚新材料股份有限公司（以下简称"公司"或"新瀚新材"）已于 2025 年 4 月 26 日 在 中 国 证 监 会 指 定 的 创 业 板 信 息 披 露 网 站 巨 潮 资 讯 网 （www.cninfo.com.cn）上披露了《2024 年年度报告》、《2024 年年度报告摘要》及 《2025 年第一季度报告》。为便于广大投资者进一步了解公司 2024 年度及 2025 年 第一季度经营情况，公司定于 2025 年 5 月 16 日（星期五）下午 15:00 至 16:30 时， 在"价值在线"（www ...

Core Viewpoint - Newhan New Materials (301076.SZ) has reported significant growth in various product categories, including cosmetic raw materials and photoinitiators, achieving a record high in cash flow since its listing [1][4]. Group 1: Financial Performance - In 2024, Newhan New Materials achieved a total revenue of 419 million yuan and a net profit attributable to shareholders of 55.97 million yuan [2]. - The specialty engineering plastics business contributed significantly, generating 175 million yuan, accounting for over 40% of total revenue [2]. - The company reported a net cash flow from operating activities of 139 million yuan in 2024, a year-on-year increase of 525.7% [4]. Group 2: Market and Product Development - Newhan New Materials specializes in producing various aromatic ketone products, including key raw materials for specialty engineering plastics, photoinitiators, and cosmetic raw materials, with applications in aerospace, coatings, inks, cosmetics, and medical fields [2]. - The company’s DFBP is a critical raw material for manufacturing PEEK (polyether ether ketone), which is increasingly used across diverse sectors such as electronics, transportation, and healthcare [2][3]. - The PEEK materials market in China is projected to exceed 2 billion yuan in 2024, with an annual growth rate of 15%-20% [2]. Group 3: Competitive Advantages - Newhan New Materials has established stable partnerships with major global manufacturers in the PEEK field, leveraging its technological advancements and product quality [3]. - The company has strengthened its core competitiveness in cosmetic raw materials, agricultural intermediates, and photoinitiators, with significant revenue growth in these segments [3]. - In 2024, revenue from cosmetic raw materials, agricultural intermediates, and photoinitiators reached 93.58 million yuan, 79.96 million yuan, and 70.84 million yuan, respectively, with year-on-year growth rates of 77.32%, 30.15%, and 6.87% [3]. Group 4: Capacity Expansion and Innovation - Newhan New Materials is expanding its production capacity, planning to build an additional 8,000-ton aromatic ketone production facility to meet increasing customer demand [5]. - The company emphasizes technological innovation, having developed new techniques that enhance product quality and reduce environmental impact [6]. - Newhan New Materials holds 29 invention patents and 21 utility model patents, with plans to strengthen industry-academia-research collaborations [6]. Group 5: ESG Commitment - Newhan New Materials integrates ESG principles into its operations, focusing on sustainable development and stakeholder interests [7]. - The company has a robust cash dividend policy, proposing a cash dividend of 1 yuan per 10 shares for 2024, amounting to 13.45 million yuan, which represents 24% of its net profit [7]. - In 2024, the company effectively controlled greenhouse gas emissions and was recognized as an "Environmental Demonstration Enterprise" in Nanjing [7].

PEEK材料概念股拉升，新瀚新材（301076）涨超10%，肯特股份（301591）涨超7%，中研股份、中欣 氟材（002915）、南京聚隆（300644）纷纷拉升。 暗盘资金正涌入这些股票，点击速看>>> ...

Company Overview - The company specializes in the research, production, and sales of aromatic ketone products, including core raw materials for specialty engineering plastics, photoinitiators, and cosmetic raw materials [2] - The company has established stable partnerships with major global manufacturers in the PEEK (Polyether Ether Ketone) industry, such as VICTREX, SYENSQO, and EVONIK [11] Industry Situation Specialty Engineering Plastics - PEEK - PEEK is a high-performance thermoplastic with excellent properties such as high heat resistance, radiation resistance, and chemical stability, making it a popular choice in various industries [4] - The demand for PEEK in China is expected to grow significantly, with production projected to reach approximately 3,809 tons and demand around 3,894 tons by 2024, reflecting a rapid expansion trend [5] - The global PEEK market is forecasted to reach 6.1 billion yuan by 2024 and 8.54 billion yuan by 2027, with a compound annual growth rate (CAGR) of 13.7% in the Chinese market from 2022 to 2027 [5][6] Photoinitiators - Photoinitiators are essential components in photopolymerization processes, which are increasingly replacing traditional solvent-based materials due to their efficiency and environmental benefits [11] - The market for UV coatings, inks, and adhesives in China is projected to grow, with the UV ink market being the largest application area, driven by the PCB industry [12] Cosmetic Raw Materials - The market for cosmetic preservatives is expected to reach 1.4 billion USD by 2024, with a growing demand for new, safer preservatives due to regulatory changes and consumer preferences [16] - The company's HAP and HDO products are recognized for their multifunctional properties, including antioxidant and antimicrobial effects, making them suitable alternatives to traditional preservatives [15][19] Key Performance Drivers - The company benefits from supportive national policies and technological advancements in the fine chemical industry, which are crucial for sustainable development [20][22] - The increasing demand for high-performance materials in various sectors, including aerospace, automotive, and healthcare, is driving the growth of the PEEK market [20][21] - The company's established reputation and partnerships with high-end clients in specialty engineering plastics, photoinitiators, and cosmetic raw materials enhance its competitive position [22]

江苏新瀚新材料股份有限公司 2024年度监事会工作报告 2024年度，江苏新瀚新材料股份有限公司(以下简称"公司")监事会严格按照 《公司法》、《证券法》等法律法规及《公司章程》、《监事会议事规则》的相关 规定，从切实维护公司和广大股东利益出发，认真履行和独立行使监事会职责，监 督公司规范运作。现将监事会2024年度的主要工作报告如下： 年第三季度报告>的议案》和《关于公司监事会换届选举非职工代表监事的议 案》。 6、2024年11月12日，公司第四届监事会第一次会议审议通过了《关于选举公 司第四届监事会主席的议案》。 一、2024年度监事会工作情况 （一）监事会会议召开情况 报告期内，监事会共召开7次会议，具体情况如下： 1、2024年3月21日，公司第三届监事会第十六次会议审议通过了《关于<2023 年年度报告>及其摘要的议案》、《关于<2023年度监事会工作报告>的议案》、 《关于<2023年度财务决算报告>的议案》、《关于公司2023年度利润分配方案的 议案》、《关于<2023年度内部控制自我评价报告>的议案》、《关于<募集资金年 度存放与使用情况的专项报告>的议案》、《关于续聘会计师事务所的议案》、 ...

江苏新瀚新材料股份有限公司 2024年度董事会工作报告 2024年，江苏新瀚新材料股份有限公司（以下称"公司"）董事会严格按照《公 司法》及《深圳证券交易所上市公司自律监管指引第2号——创业板上市公司规范 运作》等有关法律法规及《公司章程》、《董事会议事规则》的要求，严格执行股 东大会各项决议，积极推进董事会各项决议实施，勤勉尽责，有效地保障了公司和 全体股东的利益。 一、2024年度公司经营情况 2024年度，公司募投项目一车间、二车间及附属配套工程已正式投产，年内 新车间整体运行稳定，产能利率用在稳步提升。 2024年，公司所在的部分领域竞争加剧，产品价格进一步下降，给行业相关 企业带来了较大的经营压力；与此同时，我们也看到："轻量化"、"长寿命"、 "更节能"等特种工程塑料终端需求趋势，进一步推动了PEEK材料在航空航天、 新能源汽车、机器人等新兴领域的应用拓展尝试，以及消费者对化妆品安全性的 重视带来的以HAP为代表的化妆品新型防腐助剂在不同品类化妆品中的新应用。这 些新尝试、新应用在当前及未来一段时期内将会为行业发展增添更强动力。 受2024年度上游原材料价格进一步下调及行业竞争加剧的影响，公司产品 ...

江苏新瀚新材料股份有限公司 2024 年度财务决算报告 一、经营概述 2024 年，公司所在的部分领域短期内竞争加剧，产品价格进一步下降，给行业相关企 业带来了较大的经营压力；与此同时，我们也看到："轻量化"、"长寿命"、"更节能" 等材料终端需求趋势，进一步推动了 PEEK 材料在航空航天、新能源汽车、机器人等新兴领 域的应用拓展尝试，以及消费者对化妆品安全性的重视带来的以 HAP 为代表的化妆品新型 防腐助剂在不同品类化妆品中的新应用。这些新尝试、新应用在当前及未来一段时期内将 会为行业发展增添更强动力。 受 2024 年度上游原材料价格进一步下调及行业竞争加剧的影响，公司产品售价在 2023 年度价格的基础上亦有不同程度的进一步下调；在激烈的竞争环境下，公司加大市场开拓 力度，及时掌握客户阶段性补库的需求变化，2024 年主营产品销售量突破 6,200 吨，较 2023 年增加 30%以上；受价格及销量变动因素的影响，公司 2024 年实现营业收入 4.19 亿元， 较 2023 年度下降 3.66%。 净利润方面，①公司募投项目"年产 8,000 吨芳香酮及其配套项目"一、二车间 2023 年年中陆续 ...