证券之星消息，1月14日塑料板块较上一交易日上涨0.2%，博菲电气领涨。当日上证指数报收于 4126.09，下跌0.31%。深证成指报收于14248.6，上涨0.56%。塑料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 001255 | 博菲电气 | 45.63 | 10.00% | 9.22万 | | 4.14亿 | | 002361 | 神剑股份 | 18.12 | 9.95% | 307.38万 | | 54.17 亿 | | 301237 | 和顺科技 | 67.08 | 6.31% | 3.93万 | | 2.60亿 | | 301019 | 宁波色母 | 26.76 | 4.33% | 9.89万 | | 2.57亿 | | 688585 | 上纬新材 | 161.27 | 3.51% | 6.45万 | | 10.38亿 | | 300180 | 华峰招经 | 7.19 | 3.16% | 115.16万 | | 8.30亿 | | 3015 ...

Core Viewpoint - The company plans to acquire a 51% stake in Yixing Xinli through a cash payment, which will make Yixing Xinli a subsidiary and included in the company's consolidated financial statements [1] Group 1: Acquisition Details - The acquisition is aimed at enhancing the vertical integration of the carbon fiber industry chain and strengthening upstream and downstream synergies [1] - The transaction is expected to leverage the target company's established market channels and customer resources to improve the company's core competitiveness [1]

和顺科技公告，拟筹划以现金方式收购宜兴市新立织造有限公司51%的股权并实现对标的公司的控股。 本次交易尚处于筹划阶段，现阶段无法预计对公司本年度经营业绩的影响。 ...

证券代码：301237 证券简称：和顺科技 公告编号：2026-001 杭州和顺科技股份有限公司 关于签署股权收购框架协议的提示性公告 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。 特别提示： 1、杭州和顺科技股份有限公司（以下简称"公司"）拟筹划以现金方式收 购宜兴市新立织造有限公司（以下简称"宜兴新立"或"标的公司"）51%的股 权并实现对标的公司的控股。本次交易完成后，宜兴新立将成为公司控股子公司， 并纳入公司合并财务报表范围。 2、本次交易事项不构成关联交易；经初步测算，本次交易预计不构成《上 市公司重大资产重组管理办法》规定的重大资产重组。 5、公司将根据交易事项后续进展情况，按照相关法律、行政法规、部门规 章及规范性文件和《公司章程》的相关规定，及时履行相应决策程序和信息披露 义务。 一、协议签署情况 2026 年 1 月 14 日，公司与宜兴新立、伍立立、伍秋荣签署《股权收购框架 协议》。公司拟以现金支付方式收购宜兴新立 51%股权，交易完成后，宜兴新立 将成为公司控股子公司，并纳入公司合并财务报表范围。 本次交易尚处于筹划阶段，交易总价款尚未 ...

Core Viewpoint - The colored optical base film industry in China is experiencing an upward trend in market size, driven by the growth of consumer electronics and supported by government policies promoting high-end functional films. However, the growth rate has slowed down from 2022 to 2023, with a gradual recovery expected in 2024, reaching a market size of 4.267 billion yuan, a year-on-year increase of 15% [1][7]. Industry Overview - Colored optical base film is a functional material used in consumer electronics manufacturing, serving roles such as release, protection, identification, and optoelectronic tracking. It is a type of biaxially oriented polyester film (BOPET) available in various colors and specifications, crucial for the production of smartphones, tablets, and laptops [3]. Industry Policies - The government has introduced several policies to support the development of the colored optical base film industry, including the "Guidance Catalog for Industrial Structure Adjustment (2024 Edition)" which encourages high-end functional films [4]. Other policies focus on enhancing the supply capacity of key products in various sectors, including electronic chemicals and high-performance membrane materials [4]. Industry Chain - The industry chain consists of upstream components like polyester chips and additives, midstream production of colored optical base films, and downstream applications in consumer electronics, renewable energy, and photovoltaics. The demand for colored optical base films is expected to rise with the growth of the consumer electronics sector [6][7]. Current Market Status - The market size of the colored optical base film industry has been increasing, primarily due to the rapid updates in consumer electronics and the proliferation of 5G, IoT, and smart wearable devices. However, the growth rate slowed from 2022 to 2023 due to insufficient effective demand, with a recovery anticipated in 2024 [1][7]. Competitive Landscape - The market is predominantly occupied by foreign manufacturers with advanced technology. However, domestic companies like Hangzhou Heshun Technology Co., Ltd. and Jiangsu Yuxing Film Technology Co., Ltd. are emerging as strong competitors, expected to increase R&D investments to enhance market competitiveness [7]. Key Companies - Hangzhou Heshun Technology Co., Ltd. is a leading domestic player in the colored optical base film sector, with a revenue of 135 million yuan in the first half of 2025, a year-on-year increase of 6.53% [9]. Jiangsu Yuxing Film Technology Co., Ltd. is a major manufacturer of functional polyester films, reporting a revenue of 713 million yuan in the first nine months of 2025, a year-on-year decrease of 16.35% [10]. Future Development Trends - The colored optical base film industry is expected to evolve towards lightweight, flexible, and customized products. Innovations in ultra-thin technology and molecular chain structure optimization will enhance the performance of films, meeting the demands of emerging products like foldable phones and wearable devices [10]. Customization will also become a key trend, allowing companies to develop specialized products for different segments of the consumer electronics market [10].

Group 1 - The core viewpoint of the article is that the company, Heshun Technology, primarily focuses on the domestic market, with minimal overseas business revenue [2] - The company confirmed that its products are mainly exported to countries and regions such as South Korea and Vietnam [2]

证券日报网讯1月6日，和顺科技（301237）在互动平台回答投资者提问时表示，公司产品销售以国内市 场为主，海外业务收入占比极低，产品主要出口至韩国、越南等国家和地区。 ...

Group 1 - The core point of the article highlights that Heshun Technology experienced a decline of 1.01% in its stock price, closing at 53.98 yuan, with a significant block trade occurring [1] - The block trade involved a total volume of 700,000 shares and a transaction amount of 30.534 million yuan, with the first transaction price at 43.62 yuan, reflecting a premium rate of -19.19% [1] - Over the past three months, the stock has seen a total of one block trade with a cumulative transaction amount of 30.534 million yuan, while in the last five trading days, the stock has increased by 11.02% with a net inflow of main funds totaling 11.3528 million yuan [1]

来源：问董秘 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 投资者提问： 感谢您的关注。公司产品销售以国内市场为主，海外业务收入占比极低，产品主要出口至韩国、越南等 国家和地区。谢谢。 查看更多董秘问答>> 请问贵公司近两年是否存在海外业务，如有的话具体出口哪些国家？ 董秘回答(和顺科技SZ301237)： ...

Group 1: Company Overview - The company was established in 2003 and focuses on the R&D, production, and sales of differentiated, functional biaxially oriented polyester (BOPET) films [3] - Main products include colored optoelectronic base films, other functional films, and transparent films, applicable in consumer electronics and automotive sectors [3] - The company aims to expand its product range and application fields while exploring new materials, particularly in high-performance carbon fiber [3] Group 2: Carbon Fiber Project Objectives - The purpose of developing carbon fiber projects is to enter a market dominated by a few companies, primarily in the aerospace sector, where prices are high [4] - The strategic goal is to create synergy with existing BOPET film business and enhance R&D and manufacturing capabilities to meet high-end market demands [3][4] Group 3: Carbon Fiber Product Targeting - The focus is on T800 grade and above, M grade high-performance carbon fibers, targeting high-end applications in aerospace and advanced equipment manufacturing [4] Group 4: Capacity Management - The company has a 350-ton capacity for carbon fiber, which aligns with high-performance positioning and high-end market needs [5] - The strategy includes focusing on M grade and T800 products, which cater to customized small-batch demands in aerospace and high-end equipment [5] - High-performance carbon fiber offers significant added value, with profitability driven by performance premiums rather than scale effects [5]