Group 1 - The company, Shanghai Weiman Sealing Technology Co., Ltd., hosted a research meeting with five institutional investors, including Huatai-PB Fund and Guoshou Anbao Fund, on September 2, focusing on key business development issues [1] - The company is transitioning from a sealing manufacturer to a materials company, emphasizing the importance of sealing material research for maintaining a competitive edge in the global market [1] - The oil and gas segment has seen significant revenue growth compared to the previous year, with high gross margins, and the company aims to expand its market share and plans to establish factories abroad to better serve international clients [1] Group 2 - The company's subsidiary, Shanghai Jiano, has successfully validated some FFKM rubber sealing products in the semiconductor production equipment sector, although sales volume remains small [2] - To accelerate product validation and establish a first-mover advantage, the company is building a new laboratory for testing simulated products and is actively exploring new collaboration models with clients [2]

Group 1: Company Transformation and Strategy - The company has transitioned from a seal manufacturer to a materials-focused company, driven by the importance of material research in sealing performance and application areas [2][3] - The "three-multiple" strategy of "multiple markets, multiple materials, and multiple business models" has been implemented to enhance supply chain security and cost reduction [2][3] Group 2: Oil and Gas Sector Performance - The oil and gas segment reported significant revenue growth compared to the same period last year, maintaining a high gross profit margin [3] - The company plans to establish a factory abroad to better serve international clients and participate in global bidding processes, aiming for increased market share [3] Group 3: Semiconductor Sealing Field - The subsidiary Shanghai Jiano's product, FFKM rubber sealing materials, has been successfully validated in semiconductor production equipment, although sales volume remains low [3] - A new laboratory has been established to simulate product testing environments, improving the likelihood of passing product tests before delivery to clients [3]

Group 1 - The stock price of Weiman Sealing has dropped by 5.05% on September 2, reaching 33.85 CNY per share, with a trading volume of 127 million CNY and a turnover rate of 6.91%, resulting in a total market capitalization of 4.062 billion CNY [1] - Weiman Sealing has experienced a continuous decline for 9 days, with a cumulative drop of 22.3% during this period [1] - The company, Shanghai Weiman Sealing Technology Co., Ltd., was established on November 19, 2008, and went public on September 14, 2022, focusing on the research, production, and sales of hydraulic and pneumatic sealing products [1] Group 2 - Citic Prudential Fund's multi-strategy mixed fund (LOF) A (165531) has entered the top ten circulating shareholders of Weiman Sealing, holding 350,000 shares, which accounts for 0.66% of the circulating shares [2] - The estimated floating loss for the fund today is approximately 630,000 CNY, with a total floating loss of 3.5805 million CNY during the 9-day decline [2] - The fund has achieved a return of 37.87% this year, ranking 1682 out of 8184 in its category, and a return of 72.06% over the past year, ranking 1156 out of 7971 [2] Group 3 - The fund manager of Citic Prudential multi-strategy mixed fund (LOF) A (165531) is Jiang Feng, who has a tenure of 5 years and 143 days, with a total fund asset size of 5.782 billion CNY and a best fund return of 112.87% during his tenure [3] - Wang Ying, another fund manager, has a tenure of 8 years and 201 days, managing a fund asset size of 3.835 billion CNY, with a best fund return of 54.13% during her tenure [3]

Core Viewpoint - The financial performance and trading activity of Shanghai Weiman Sealing Technology Co., Ltd. indicate a stable growth trajectory, with significant increases in revenue and net profit year-on-year, alongside notable trading metrics in the stock market [1][2]. Financial Performance - For the period from January to June 2025, Weiman Sealing achieved operating revenue of 386 million yuan, representing a year-on-year growth of 16.27% [1]. - The net profit attributable to shareholders for the same period was 48.02 million yuan, reflecting a year-on-year increase of 22.64% [1]. Trading Activity - On September 1, Weiman Sealing's stock price decreased by 0.22%, with a trading volume of 170 million yuan [1]. - The financing buy-in amount for the day was 12.81 million yuan, while the financing repayment was 17.68 million yuan, resulting in a net financing outflow of 4.88 million yuan [1]. - As of September 1, the total financing and securities lending balance was 99.85 million yuan, accounting for 5.25% of the circulating market value, which is above the 80th percentile of the past year [1]. Shareholder Information - As of August 8, the number of shareholders for Weiman Sealing was 18,400, a decrease of 8.13% from the previous period, while the average circulating shares per person increased by 8.85% to 2,894 shares [1]. - Since its A-share listing, Weiman Sealing has distributed a total of 37.68 million yuan in dividends [2]. Institutional Holdings - As of June 30, 2025, the sixth largest circulating shareholder is E Fund New Silk Road Mixed Fund, holding 396,900 shares, unchanged from the previous period [2]. - CITIC Prudential Multi-Strategy Mixed Fund is the eighth largest circulating shareholder, with a new holding of 350,000 shares [2].

上海唯万密封科技股份有限公司2025年半年度持续督导跟踪报告 国信证券股份有限公司 关于上海唯万密封科技股份有限公司 2025年半年度持续督导跟踪报告 上海唯万密封科技股份有限公司2025年半年度持续督导跟踪报告 项 目 工作内容 （1）是否存在需要关注的事项 无 （2）关注事项的主要内容 不适用 （3）关注事项的进展或者整改情况 不适用 9.保荐业务工作底稿记录、保管是否合规 是 10.对上市公司培训情况 （1）培训次数 0次（计划于2025年下半年培训） （2）培训日期 不适用 （3）培训的主要内容 不适用 11、上市公司特别表决权事项（如有） （1）持有特别表决权股份的股东是否持续符合 《股票上市规则》第4.6.3条/《创业板股票上市规 则》第4.4.3条的要求； 不适用 2）特别表决权股份是否出现《股票上市规则》 第4.6.8条/《创业板股票上市规则》第4.4.8条规定 的情形并及时转换为普通股份； 不适用 （3）特别表决权比例是否持续符合《股票上市 规则》/《创业板股票上市规则》的规定； 不适用 （4）持有特别表决权股份的股东是否存在滥用 特别表决权或者其他损害投资者合法权益的情 形； 不适用 （5 ...

证券代码：301161 证券简称：唯万密封 公告编号：2025-056 上海唯万密封科技股份有限公司 关于参加 2025 年上海辖区上市公司集体接待日 暨中报业绩说明会活动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 上海唯万密封科技股份有限公司（以下简称"公司"）已于 2025 年 8 月 27 日在巨潮资讯网（www.cninfo.com.cn）披露了《2025 年半年度报告》。为进一 步加强与投资者的互动交流，公司将参加由中国证券监督管理委员会上海监管局 指导、上海上市公司协会及深圳市全景网络有限公司联合举办的"2025 年上海 辖区上市公司集体接待日暨中报业绩说明会活动"，现将有关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录 "全景路演"网站 (https://rs.p5w.net/html/175611728073329.shtml)；或关注微信公众号（名 称：全景财经）；或下载全景路演 APP，参与本次互动交流。 活动时间为 2025 年 9 月 19 日（周五）15:00-17:00。届时公司高管将在线 就公司 202 ...

Core Viewpoint - Shanghai Weiman Sealing Technology Co., Ltd. held an online conference on August 27, 2025, to discuss business development with 40 institutions, highlighting the company's strategic acquisitions and growth prospects in various sectors [1] Group 1: Acquisition and Integration - Shanghai Jiano has become a wholly-owned subsidiary of Weiman Sealing, enhancing the company's material research capabilities with MDI and high-performance PPDI polyurethane materials, while Jiano contributes expertise in rubber and PTFE applications [1] - The acquisition aims to build a multi-material application system and expand into new fields, with ongoing resource integration to strengthen the foundational material layout for long-term profitability [1] Group 2: Core Business Analysis - The engineering machinery sector is identified as Weiman Sealing's core business, particularly in excavator sealing components, which, despite low value relative to total equipment cost, require high material and processing technology standards [1] - The company is actively collaborating with clients to develop high-quality products, increasing market share and expanding its after-sales network, with a growing presence in the front-end market [1] Group 3: Revenue Growth and Outlook - The revenue growth in Q1 2025 was significantly influenced by the acquisition and the unique characteristics of the engineering machinery, oil and gas, and coal machinery sectors, leading to strong performance [1] - All business segments are experiencing growth, with sufficient orders on hand and steady progress in new business initiatives, alongside the full consolidation of Shanghai Jiano, indicating a positive outlook for the second half of the year [1] Group 4: Semiconductor Sealing Industry Progress - The subsidiary Guangzhou Jiasite under Shanghai Jiano has developed capabilities in rubber and PEEK material modification, with successful validation of some FFKM rubber sealing products in semiconductor production equipment, although sales remain limited [1] - The company is establishing a new laboratory to simulate testing environments, aiming to improve product testing success rates and seeking deep collaborations with leading clients [1] Group 5: Robotics Sealing Development - Robotics sealing is a new direction for the company, leveraging its material technology reserves and in-depth research on sealing performance, although the field presents significant uncertainties [1] - The company plans to provide timely updates on developments in this area [1]

Group 1: Company Overview and Financial Performance - Shanghai Jiannuo became a wholly-owned subsidiary, enhancing the company's material application system and expanding into new application fields [3] - The company reported significant growth in the first quarter of 2025, primarily due to the impact of acquisitions, while the second quarter showed moderate growth [4] - The company anticipates a positive growth trend in the second half of 2025, supported by strong order backlog and ongoing business development [4] Group 2: Product and Market Insights - Engineering machinery remains the core business, with a focus on high-quality, cost-effective sealing products to increase market share [3] - The company is actively expanding its after-sales network, which is expected to boost demand for sealing products in the aftermarket [3] - Other industries, such as oil and gas and pneumatic sectors, have seen significant growth compared to the previous year [4] Group 3: Research and Development - The company has developed capabilities in MDI and high-performance PPDI polyurethane materials, as well as various rubber and engineering plastics [3] - In the semiconductor sealing industry, the company is leveraging its subsidiary's R&D capabilities to enhance product testing and validation processes [4] - The robotics sealing sector is a new area of development, with ongoing research to meet customer technical requirements [5]

Core Viewpoint - The company, Weiman Sealing (唯万密封), reported a stable growth in revenue and net profit for the first half of 2025, driven by effective management and market expansion efforts across various sectors [1]. Group 1: Financial Performance - In the first half of 2025, the company achieved operating revenue of 386 million yuan, a year-on-year increase of 16.27% [1]. - The net profit attributable to shareholders reached 48.02 million yuan, reflecting a year-on-year growth of 22.64% [1]. Group 2: Business Segments - In the engineering machinery sealing sector, the company generated sales revenue of 199.48 million yuan, up 3.30% year-on-year, with significant progress in domestic markets and collaborations with well-known enterprises [1]. - The oil and gas sector saw a remarkable sales revenue of 74.50 million yuan, marking a 50.03% increase year-on-year, with the company becoming a domestic sealing supplier for CNOOC's subsidiary [1]. - In the general industrial sealing sector, the company experienced growth, particularly in ultra-high molecular polyethylene and PEEK products, enhancing its market share [2]. - The pneumatic and automation sealing segment achieved sales revenue of 11.27 million yuan, a substantial increase of 56.49% year-on-year, through improved production processes and partnerships with leading companies [2]. - In the coal mining machinery sealing market, the company established stable partnerships with industry leaders, generating sales revenue of 38.97 million yuan, a 10.22% increase year-on-year [2]. - The agricultural machinery sector reported sales revenue of 15.47 million yuan, an 8.41% increase year-on-year, with the company entering the supplier list of a leading tractor manufacturer [3]. Group 3: Market Expansion and Strategy - The company is actively expanding its international market presence, particularly in Southeast Asia, and deepening collaborations with engineering machinery giants like Caterpillar [1]. - Plans are in place to enhance product application areas and market share, particularly in the pneumatic and automation sectors [2]. - The company aims to increase research and development investments in underwater and LNG industry products to support overseas business expansion [1].

Group 1 - The core point of the article is the announcement by Weiman Sealing regarding its second board meeting and the composition of its revenue for the first half of 2025 [1] - The company reported that its revenue composition for January to June 2025 is as follows: Engineering machinery accounts for 51.74%, Oil and gas accounts for 19.33%, General machinery accounts for 11.89%, Coal machinery accounts for 10.11%, and Other businesses account for 6.94% [1] Group 2 - The pet industry is experiencing significant growth, with a market size of 300 billion yuan, leading to a surge in stock prices for related companies [1] - The article highlights the emergence of smart pet phones that can communicate with owners, indicating innovation within the pet industry [1]