Group 1 - The core viewpoint of the news is that Panjing Investment has conducted research on a listed company, focusing on the DFBP industry, production capacity, sales growth, and future market prospects [1] - DFBP is primarily used for PEEK polymerization and has limited domestic large-scale production manufacturers; the company has added 2500 tons of production capacity which is now in bulk supply [1] - The production barriers for DFBP are related to quality affecting PEEK performance, requiring long-term technical accumulation [1] Group 2 - The revenue and profit growth in Q1 is attributed to increased sales volume and improved gross margin [1] - The expected decline in gross margin for 2024 is due to intensified competition leading to price reductions and increased fixed costs from ramping up production capacity [1] - The market demand for HDO is anticipated to exceed that of HAP, with the company planning to optimize production structure and adjust capacity according to market demand [1]

Group 1: DFBP Industry Overview - DFBP is primarily used in the polymerization of PEEK, which has applications in electronics, transportation, aerospace, energy, healthcare, and 3D printing [2] - The supply of DFBP is limited, with major production concentrated in China, and the company is currently the largest domestic producer [3] Group 2: Production Capacity and Utilization - The company has added 2,500 tons of DFBP capacity, which has been validated by both domestic and overseas PEEK manufacturers [3] - Current capacity utilization rates for HAP and DFBP are steadily increasing, with ongoing construction of the second phase of the project [4] Group 3: Market Dynamics and Pricing - Product prices will be adjusted based on raw material costs and market competition, with expected fluctuations in 2025 [4] - In Q1 2025, the company experienced a significant increase in sales volume, leading to higher revenue compared to the previous year [5] Group 4: Profit Margins and Competitive Strategy - The decline in product gross margin in 2024 is attributed to competitive pricing strategies and increased fixed costs per unit due to production ramp-up [5] - The company is focusing on flexible production capacity adjustments to optimize product offerings and enhance profitability [5] Group 5: Future Product Development - HAP is used in high-end cosmetics, with new brands beginning to adopt the product, while HDO is expected to have a larger market demand due to its versatile applications [5] - The company plans to optimize the production structure of its aromatic ketone products and adjust capacity based on market demand [5]

证券代码：301076 证券简称：新瀚新材 公告编号：2025-023 江苏新瀚新材料股份有限公司 2024 年年度股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示 1、 本次股东大会不存在否决议案的情形。 2、 本次股东大会不涉及变更以往股东大会已通过的决议。 一、 会议召开和出席情况 1、 召开时间：2025 年 5 月 19 日（星期一）14:00 2、 网络投票时间：2025 年 5 月 19 日（星期一）其中： ①通过深圳证券交易所交易系统进行网络投票的具体时间为 2025 年 5 月 19 日上午 9:15-9:25，9:30-11:30，下午 13:00-15:00； ②通过深圳证券交易所互联网投票系统投票的具体时间为：2025 年 5 月 19 日上午 9:15 至下午 15:00 期间的任意时间。 3、 召开地点：江苏省南京化学工业园区罐区南路 86 号公司 A1 楼四楼会议 室 4、 召开方式：现场投票与网络投票结合 5、 召集人：董事会 6、 主持人：董事长、总经理严留新先生 7、 本次会议的召集、召开符合《中华 ...

2024 年年度股东大会的 法律意见书 地址：上海市浦东新区银城中路 501 号上海中心大厦 11、12 楼 电话：021-20511000；传真：021-20511999 邮编：200120 上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 上海市锦天城律师事务所 关于江苏新瀚新材料股份有限公司 2024 年年度股东大会的法律意见书 关于江苏新瀚新材料股份有限公司 告刊登的日期距本次股东大会的召开日期已达 20 日。 本次股东大会采取现场投票和网络投票相结合的方式召开，具体是：现场会 议于 2025 年 5 月 19 日下午 14：00 在江苏省南京化学工业园区罐区南路 86 号公 司 A1 楼四楼会议室召开。网络投票时间为 2025 年 5 月 19 日，其中，通过深圳 证券交易所交易系统进行网络投票的时间为 2025 年 5 月 19 日上午 9:15-9:25， 9:30-11:30，下午 13:00-15:00；通过深圳证券交易所互联网投票系统投票的具体 时间为 2025 年 5 月 19 日 9:15-15:00 期间的任意时间。 致：江苏新瀚新材料股份有限公司 上海市锦天城律师事务所（ ...

截至5月16日收盘，PEEK材料概念上涨3.40%，位居概念板块涨幅第1，板块内，27股上涨，中欣氟材 涨停，新瀚新材、华密新材、中研股份等涨幅居前，分别上涨16.60%、10.24%、9.26%。跌幅居前的有 双林股份、光威复材、光启技术等，分别下跌4.04%、1.95%、1.12%。 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | PEEK材料 | 3.40 | 赛马概念 | -1.41 | | 可控核聚变 | 2.76 | 自由贸易港 | -1.12 | | 草甘膦 | 2.72 | 养鸡 | -1.06 | | 华为汽车 | 2.18 | 航运概念 | -1.00 | | 一体化压铸 | 2.15 | 期货概念 | -0.83 | | 小米汽车 | 2.14 | 猪肉 | -0.83 | | 长安汽车概念 | 1.98 | 中特估100 | -0.71 | | 培育钻石 | 1.93 | 信托概念 | -0.70 | | 有机硅概念 | 1.92 | 粮食概念 | -0.69 | | 汽车热管理 | 1.82 | 白酒概念 | ...

龙虎榜机构热股 今天机构龙虎榜上榜27只个股，净买入16只，净卖出11只。当日机构买入最多的个股前三位是：跨境通（1.06亿）、新瀚新材（7439万）、红宝丽（6861 万）。 | 上榜热股 | 实时涨跌幅 | 买/卖家数 | 机构 | | --- | --- | --- | --- | | 跨境通 002640.SZ | +2.31% | 4/1 | +1 | | 新潮新材 301076.SZ | +16.60% | 3/3 | +74 | | 4T 宁面 002165 S7 | 10000 DT | 110 | 140 | 跨境通 龙虎榜显示，5家机构净买入1.06亿。 公司主营业务包括跨境出口电商业务、跨境进口电商业务两大类，助力中国优质产品通过电商渠道输出到海外市场，同时将海外的优质产品进口到中国市 场，主要产品品类为服装类、家居类、配饰类、母婴类以及保健品品类等。 龙虎榜知名游资 一、AEBS概念 催化方面，据证券时报5月15日报道，近日，备受关注的强制性国家标准《轻型汽车自动紧急制动系统技术要求及试验方法》完成起草，进入公开征求意见 阶段。 对比现行标准，该标准由推荐性转为强制性，且适用范围有所扩 ...

Core Viewpoint - The company Xinhan New Materials (301076.SZ) has announced that its new DFBP production capacity has been validated by both domestic and overseas PEEK manufacturers and is now in mass production [1] Group 1: Company Developments - The DFBP is a crucial intermediate for synthetic PEEK, and its quality significantly impacts the performance of PEEK, which in turn affects downstream applications [1] - The company has added a new production capacity of 2,500 tons for DFBP, which has been successfully validated by PEEK manufacturers [1] Group 2: Industry Context - The production process for thermoplastic engineering plastics is complex, with varying requirements for PEEK and upstream materials depending on different downstream application scenarios [1] - Long-term technical accumulation is necessary to meet the diverse demands of the industry [1]

Group 1: Product Performance and Market Expansion - HAP products are being increasingly used in high-end cosmetics, with significant growth expected in 2024 due to new customer acquisition and market penetration [2] - HDO products are being developed as a new type of cosmetic preservative, with production expected to start by December 2025 [3] - In Q1 2025, overall product sales increased by over 30% compared to the same period last year [4] Group 2: Financial Outlook and Pricing Strategy - The company's export revenue is approximately 30% of total revenue, with 7% coming from exports to the U.S. [4] - Product prices are expected to fluctuate based on raw material costs and market competition, with a projected recovery in gross margin in Q1 2025 [4] - The company has implemented long-term supply chain locking and cost hedging strategies to mitigate raw material price volatility [8] Group 3: Industry Trends and Competitive Landscape - The PEEK material market is experiencing growth, particularly in emerging fields such as humanoid robots and low-altitude economy [4] - The light curing materials industry is benefiting from stricter environmental policies, which are expanding the market for UV coatings and inks [5] - The company is focusing on high-end cosmetic raw materials and is actively developing new products to meet market demands [6] Group 4: Risk Management and Future Plans - The company is closely monitoring international market trends to mitigate risks associated with trade policies and tariffs, particularly in the U.S. [4] - Future revenue growth will be driven by sustained industry demand, technological advancements, and a solid operational foundation [6] - The company has authorized foreign exchange hedging to manage risks associated with currency fluctuations [7]

2025.05. 16 作者 | 一财资讯 5月16日，三大股指集体收跌，上证指数报收3367.46点，跌0.4%；深成指报收10179.6点，跌 0.07%；创业板指报收2039.45点，跌0.19%。 盘面上，PEEK材料、草甘膦、可控核聚变、汽车零部件、化学制药板块涨幅居前，物流、化学纤 维、美容护理、保险板块走低。 PEEK材料概念股涨幅居前，截至收盘，新瀚新材大涨16%，华密新材涨超10%，中欣氟材涨停， 中研股份涨超9%。 汽车零部件板块大涨，豪恩汽电20%涨停，大地电气涨超18%，兆丰股份、精锻科技、鑫宏业等涨 超10%。 化学纤维板块领跌，苏州龙杰跌超7%，吉林碳谷、三房巷、江南高纤等多股不同程度下挫。 【机构观点】 江海证券： 短暂回落不改原有上升趋势。 德讯证券： 修复性行情基本告一段落，但中长期依然具备向好基础。 国金证券： 近期市场焦点集中在成交量的波动上。周四两市成交额缩量至1.15万亿元，周五上午第 一小时较周四进一步缩量600亿元。尽管如此，平均股价指数在探底后出现回升，科技板块中的人形 机器人板块呈现出企稳向好态势，有利于市场整体的震荡回升。后续的超跌反弹若不能有效放量，上 升 ...

证券时报·数据宝统计，截至今日上午10:29，上证综指3356.96点，收于五日均线之下，涨跌幅-0.71%， A股总成交额为5118.45亿元。到目前为止，今日有587只A股价格突破了五日均线，其中乖离率较大的 个股有新瀚新材、宜安科技、豪恩汽电等，乖离率分别为11.56%、10.88%、8.91%；双箭股份、博苑股 份、同星科技等个股乖离率较小，刚刚站上五日均线。 5月16日突破五日均线个股乖离率排名 | | 份 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 002819 | 东方中 科 | 7.64 | 12.77 | 31.36 | 32.96 | 5.09 | | 600592 | 龙溪股 份 | 7.12 | 11.15 | 28.23 | 29.63 | 4.97 | （文章来源：证券时报网） | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） ...