万凯新材（301216.SZ）8月13日在投资者互动平台表示，灵心巧手最新发布的Linker Hand O6暂未开始 使用PEKC材料以及公司的新材料。公司与灵心巧手共建的"联合实验室"目前已完成样品的制备与测试 工作，尚在做进一步的改性实验及完善注塑工艺，以推动产业化应用落地。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司有无产品在灵心巧手linker hand O6灵巧手创 新型创新材料上？ ...

万凯新材（301216.SZ）8月13日在投资者互动平台表示，PEKC材料是公司关联方澄凯基金参投的浙江 帕尔科新材料有限公司的重点产品，据了解，PEKC作为一种热固性碳纤维复合材料增韧剂、增稠剂， 目前已被广泛应用于航空航天领域。具体情况建议可以参阅帕尔科公众号的内容。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：董秘你好！请问公司的pekc材料除了应用于灵心巧手机 器人以外，是否也能适用于无人机。如能适用，可否考虑和无人机厂家建立合作关系？ ...

万凯新材在互动平台表示，PEKC材料是公司关联方澄凯基金参投的浙江帕尔科新材料有限公司的重点 产品，据了解，PEKC作为一种热固性碳纤维复合材料增韧剂、增稠剂，目前已被广泛应用于航空航天 领域。 ...

Group 1 - The company announced the interest payment for the "Wankai Convertible Bonds" (bond code: 123247) with a face value of 1,000 yuan, where the interest for the first year is 3.00 yuan (including tax) [1][4] - The bond was issued on August 16, 2024, with a total issuance of 27 million bonds, and the bond listing date is September 5, 2024 [2][4] - The interest rates for the convertible bonds are structured as follows: 0.3% for the first year, 0.5% for the second year, 1.0% for the third year, 1.5% for the fourth year, 1.8% for the fifth year, and 2.0% for the sixth year [2][4] Group 2 - The interest payment will occur annually, with the first payment scheduled for August 18, 2025, due to the previous day being a non-trading day [3][4] - The bondholders will receive interest based on their holdings as of the interest record date, which is August 15, 2025 [5][6] - The company will not withhold taxes on the interest payments; however, individual bondholders are responsible for their own tax obligations, with a tax rate of 20% on the interest amount [4][6]

关于"万凯转债"2025 年付息公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 | 证券代码：301216 | 证券简称：万凯新材 | 公告编号：2025-044 | | --- | --- | --- | | 债券代码：123247 | 债券简称：万凯转债 | | 万凯新材料股份有限公司 特别提示： 1、"万凯转债"将于 2025 年 8 月 18 日按面值支付第一年利息，每 10 张万 凯转债（面值 1,000 元）利息为 3.00 元（含税）； 2、债权登记日：2025 年 8 月 15 日； 3、除息日：2025 年 8 月 18 日； 4、付息日：2025 年 8 月 18 日（因 2025 年 8 月 16 日为非交易日，故顺延 至下一个交易日）； 5、"万凯转债"票面利率：第一年 0.3%、第二年 0.5%、第三年 1.0%、第四 年 1.5%、第五年 1.8%、第六年 2.0%； 6、"万凯转债"本次付息的债权登记日为 2025 年 8 月 15 日，凡在 2025 年 8 月 15 日（含）前买入并持有本期债券的投资者享有本次派发的利息 ...

Investment Rating - The report maintains a "Positive" outlook on the petrochemical industry [1]. Core Insights - The report highlights increasing uncertainty in oil prices due to OPEC's production increases and secondary sanctions on Russia. OPEC plans to increase production by 547,000 barrels per day in September and may consider further reductions in the future [5][6]. - Oil prices are expected to fluctuate within the range of $60 to $70 per barrel, with the overall supply-demand balance remaining loose [15]. - The upstream sector is experiencing mixed trends in drilling day rates, while the refining sector shows signs of improvement in profitability due to rising product price spreads [5][22]. - The polyester sector is anticipated to recover, with expectations of rising profitability for leading companies [16]. Summary by Sections Upstream Sector - As of August 8, 2025, Brent crude futures closed at $66.43 per barrel, down 4.65% from the previous week, while WTI futures closed at $63.88 per barrel, down 5.12% [22]. - U.S. commercial crude oil inventories decreased by 3.029 million barrels to 424 million barrels, which is 6% lower than the five-year average [25]. - The number of U.S. drilling rigs decreased to 539, down 1 from the previous week and down 49 year-on-year [35]. Refining Sector - The Singapore refining margin for major products increased to $16.62 per barrel, up $1.14 from the previous week [58]. - The price spread for ethylene was reported at $239.72 per ton, up $16.47 from the previous week, while the propylene price spread decreased to $113.50 per ton [5][55]. Polyester Sector - The report indicates a decline in PTA profitability, with prices dropping to 4692 RMB per ton, down 3.29% week-on-week [5]. - The overall performance of the polyester industry is considered average, with a focus on demand changes and expectations of gradual improvement as new capacities come online [16]. Investment Recommendations - The report recommends focusing on leading polyester companies such as Tongkun Co. and Wankai New Materials, as well as refining companies like Hengli Petrochemical and Sinopec, due to favorable competitive dynamics [16][18]. - It also suggests monitoring upstream exploration and production companies, particularly offshore service firms, for potential performance improvements [18].

人民财讯8月6日电，万凯新材（301216）在互动平台表示，PEKC是公司关联方澄凯基金领投的浙江帕 尔科新材料有限公司的重点产品，据了解，酚酞基聚芳醚酮(PEKC)是PEEK的同族树脂，分子结构全球 首创，具有既耐高温又可溶解，尺寸稳定性好、力学性能优异等特点，广泛适用挤出、注塑、模压、拉 膜、涂料等各类加工方式。 ...

每经AI快讯，有投资者在投资者互动平台提问：请问灵心巧手短期内是否有上市计划？ （文章来源：每日经济新闻） 万凯新材（301216.SZ）8月4日在投资者互动平台表示，您好！公司暂未收到灵心巧手的上市计划，若 未来有相关事项发生，公司将按照相关法律法规的要求及时履行信息披露义务。 ...

Investment Rating - The report maintains a positive outlook on the polyester industry, particularly for polyester filament yarn, with expectations for improved profitability during the peak season [4][6][19]. Core Insights - The profitability of polyester filament yarn has shown signs of improvement since late July, following a period of weak demand due to export tariffs and seasonal factors [6][7]. - The report highlights that the current inventory pressure is primarily concentrated in the downstream textile sector, with downstream fabric inventory at a high of 30.57 days and filament raw material inventory at a low of 9.85 days [14][15]. - The upstream oil sector is experiencing rising oil prices, with Brent crude oil futures closing at $69.67 per barrel, reflecting a 1.8% increase week-on-week [23][24]. - The refining sector is seeing mixed results, with overseas refined oil crack spreads increasing, while olefin price spreads show variability [54][56]. Summary by Sections Polyester Sector - Polyester filament yarn profitability is gradually improving, with price spreads for POY, FDY, and DTY reaching 1211, 1516, and 1200 CNY/ton respectively as of August 1 [7][19]. - The overall operating rate for polyester filament yarn remains around 90%, while downstream textile enterprises are operating at a low of 50.4% [15][19]. Upstream Sector - Brent crude oil prices have increased, with a week-on-week rise of 1.8%, and WTI prices up by 3.33% [23][24]. - The report notes a decrease in the number of active drilling rigs in the U.S., with a total of 540 rigs as of August 1, down by 2 from the previous week [34]. Refining Sector - The report indicates that the Singapore refining margin for major products has increased to $15.48 per barrel, while domestic refining margins remain at lower levels [54][56]. - The report suggests that refining profitability may improve as economic recovery progresses, despite current low margins [54][56]. Investment Recommendations - The report recommends focusing on leading companies in the polyester sector such as Tongkun Co. and Wankai New Materials, as well as high-quality refining companies like Hengli Petrochemical and Sinopec [19].

当日主力资金净流出3652.80万元，占流通市值的0.87%。该股总市值为76.10亿元，流通市值为42.07亿 元。 风险提示：股市有风险，投资需谨慎。 截至2025年7月31日收盘，万凯新材股价报14.77元，较前一交易日下跌5.02%。当日成交量为411787 手，成交金额达6.26亿元，换手率为14.46%。 万凯新材属于化学制品行业，公司主营业务为功能性高分子材料的研发、生产和销售。产品广泛应用于 电子电器、汽车、建筑等领域。公司注册地位于浙江省。 7月31日盘中，万凯新材股价波动较大。早盘出现快速回调，9点30分时5分钟内跌幅超过2%。随后又快 速反弹，9点35分时5分钟内涨幅超过2%。 ...