Core Viewpoint - The company, Weiteou, has signed a strategic cooperation agreement with Shenzhen Huairuixin Energy Investment Holding Group to leverage its advantages in new material development and production, aiming to enhance both parties' core competitiveness and industry influence [1] Group 1 - The strategic cooperation focuses on the development of new fire extinguishing products, elastic armor coatings, flame retardant materials, and microelectronic assembly materials [1] - The collaboration aims to establish a joint laboratory to promote product co-development and application scenario expansion [1] - The partnership intends to drive regional and industry standard upgrades, enhancing the competitive edge of both companies [1]

Group 1 - The core viewpoint of the article is that Weiteou (301319.SZ) has signed a strategic cooperation agreement with Shenzhen Huairuixin Energy Investment Holding Group Co., Ltd. to leverage each other's strengths in new material development and production [1] - The partnership aims to focus on collaborative product development and application scenario expansion, establishing a joint laboratory to enhance both parties' core competitiveness and industry influence [1] - The agreement emphasizes the principles of resource complementarity, collaborative empowerment, and win-win cooperation, with a shared vision of preventing disasters and enhancing safety [1]

国金证券股份有限公司 关于深圳市唯特偶新材料股份有限公司 2 | 5.是否不存在关联交易非关联化的情形 | √ | | | --- | --- | --- | | 6.对外担保审议程序是否合规且履行了相应的信息披 | | √ | | 露义务 | | | | 7.被担保方是否不存在财务状况恶化、到期不清偿被担 | | √ | | 保债务等情形 | | | | 8.被担保债务到期后如继续提供担保，是否重新履行了 | | √ | | 相应的审批程序和披露义务 | | | | （五）募集资金使用 | | | | 现场检查手段（包括但不限于本指引第 33 条所列） | | | | 1.是否在募集资金到位后一个月内签订三方监管协议 | √ | | | 2.募集资金三方监管协议是否有效执行 | √ | | | 3.募集资金是否不存在第三方占用或违规进行委托理 | √ | | | 财等情形 | | | | 4.是否不存在未履行审议程序擅自变更募集资金用途、 暂时补充流动资金、置换预先投入、改变实施地点等 | | | | 情形 | √ | | | 5.使用闲置募集资金暂时补充流动资金、将募集资金投 | | | | 向变更为永久 ...

一、培训基本情况 国金证券股份有限公司 时间：2025 年 12 月 12 日 关于深圳市唯特偶新材料股份有限公司 培训方式：现场授课与自学相结合的方式 2025 年度持续督导培训情况报告 地点：公司会议室 国金证券股份有限公司（以下简称"国金证券"）作为深圳市唯特偶新材料 股份有限公司（以下简称"唯特偶"或"公司"）首次公开发行股票并在创业板 上市的保荐机构，根据《深圳证券交易所上市公司自律监管指引第 13 号--保荐 业务》的要求，对唯特偶进行了 2025 年度持续督导培训。现将培训情况报告如 下： 参会人员：公司的实际控制人、董事、高级管理人员、中层及以上管理人员 等相关人员 现场培训后，国金证券向唯特偶提供了讲义课件及相关学习资料，提请公司 转发至其他因故未参加培训的董事、高级管理人员及中层及以上管理人员，以供 1 自学。 三、培训总结 本次持续督导培训的工作过程中，唯特偶参训人员认真学习并充分沟通，积 极配合。通过此次培训授课，使公司实际控制人、董事、高级管理人员、中层及 以上管理人员等相关人员更加深入地理解和掌握了中国证监会和深圳证券交易 所对上市公司规范运作的要求和规定，进一步增强了公司相关人员 ...

Core Viewpoint - The company, Weiteou, has signed a strategic cooperation agreement with Huairuixin Energy to leverage its advantages in the development and production of new fire extinguishing products and materials, aiming for mutual benefits and enhanced industry influence [1] Group 1: Strategic Cooperation - The strategic cooperation aims to utilize Weiteou's strengths in new materials such as perfluorohexane microcapsules, elastic armor coatings, flame retardant materials, and microelectronic assembly materials [1] - The partnership is based on principles of resource complementarity, collaborative empowerment, and win-win cooperation [1] - Both companies will focus on product collaborative development, application scenario expansion, and the establishment of a joint laboratory to enhance their core competitiveness [1] Group 2: Financial Overview - For the year 2024, Weiteou's revenue composition is entirely from the manufacturing of computers, communications, and other electronic equipment, accounting for 100% [1] - As of the report date, Weiteou's market capitalization stands at 6.5 billion yuan [1]

Core Viewpoint - The company has signed a strategic cooperation agreement with Huairuixin Energy to leverage its advantages in the development and production of new materials, aiming to jointly develop products and applications in the fire safety and related industries [1] Group 1: Strategic Cooperation - The agreement aims to establish a strategic partnership between the company and Huairuixin Energy [1] - The focus will be on the development of new fire extinguishing products, elastic armor coatings, flame retardant materials, and microelectronic assembly materials [1] - A joint laboratory will be established to promote regional and industry standards [1] Group 2: Market Focus - The initial promotion of the developed products will target the electric power industry in the Shenzhen area [1] - There are plans for subsequent nationwide promotion of the products [1]

证券代码：301319 证券简称：唯特偶 公告编号：2025-069 深圳市唯特偶新材料股份有限公司 关于与深圳市华睿欣能投资控股集团有限公司签署 一、合同签署概况 近日，深圳市唯特偶新材料股份有限公司（以下简称"公司"或"唯特偶"） 与深圳市华睿欣能投资控股集团有限公司（以下简称"华睿欣能"）签订了《战 略合作协议》（以下简称"本协议"），希望通过建立战略合作关系，充分发挥 唯特偶在全氟己酮微胶囊等新型灭火产品、弹性装甲涂料、阻燃材料、微电子装 联材料等新材料研发、规模化生产、供应链整合等方面的优势，秉持"资源互补、 协同赋能、合作共赢"的核心原则，秉持"灭初始之火，守万家灯火，愿天下无 灾" 的共同愿景，聚焦产品协同开发、应用场景拓展，共建联合实验室，携手 推动地区及行业标准迭代升级，提升双方核心竞争力与行业影响力，达成互利共 赢的战略目标。 战略合作协议的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假 记载、误导性陈述或者重大遗漏。 特别提示： 1、本次签署的《战略合作协议》为双方基于战略合作意愿订立的框架性文 件，在后续开展具体合作业务时将另行商洽签订相关协议，具体合作事项及 ...

Investment Rating - The report suggests a positive outlook for the global energy storage market, with a focus on high growth opportunities in non-US overseas markets, particularly in Europe and Asia [4][12]. Core Insights - The energy storage market is expected to experience significant growth driven by increasing demand in Europe, Asia, and Africa, alongside the contribution from AIDC (Automated Industrial Data Center) storage [2][12]. - The demand for energy storage is being catalyzed by the tight supply of battery cells, with leading companies experiencing full order books and production schedules extending into Q1 2026 [3][12]. - The report highlights the importance of local manufacturing in response to geopolitical factors and trade policies, with leading companies establishing overseas production facilities to enhance competitive barriers [3][25]. Summary by Sections Investment Recommendations - Key companies to focus on include CATL, EVE Energy, and HIBOR, with recommendations for both front-end and back-end energy storage opportunities [4]. Market Demand and Supply - The global energy storage market saw a significant increase in project planning and bidding, with a total of 534GW/1,430GWh of new projects planned globally as of November 2025, predominantly from Asia [13][18]. - The supply of battery cells remains tight, with a notable increase in production capacity utilization among leading manufacturers, which is expected to gradually ease by Q2 2026 [24][27]. Technological Advancements - The report notes a clear trend towards larger capacity battery cells, with significant advancements in energy density and cycle life, which are crucial for reducing costs and enhancing project economics [29][30]. Regional Market Outlook - The report provides a detailed outlook for various regional markets, emphasizing the unique drivers and challenges in each area, including the impact of local policies and resource availability [12][13].

Core Viewpoint - The company, Weiteou (301319), has established a strong reputation in various industries including consumer electronics, digital energy, communications, LED, and photovoltaics, gaining trust from a number of well-known domestic and international brand clients [1] Group 1 - The company has been deeply engaged in multiple industries for a long time [1] - The company has earned a good reputation and trust from high-quality and stable clients [1] - The client base includes numerous leading enterprises across various industries [1] Group 2 - Specific information regarding the company's performance and future outlook can be found in the disclosed documents such as the "2025 Semi-Annual Report" [1]

Core Viewpoints - The company, Weiteou (唯特偶), is focusing on deepening its electronic welding materials business and is implementing a dual-platform strategy to create new growth drivers [3]. Financial Performance - In the first three quarters, the company achieved a revenue of 1.06 billion yuan, representing a year-on-year growth of 24.00%. The net profit attributable to shareholders was 70 million yuan, down 4.84% year-on-year, while the net profit after deducting non-recurring gains and losses was 62 million yuan, up 3.51% year-on-year [4][5]. - In Q3 alone, the company reported a revenue of 396 million yuan, an increase of 19.67% year-on-year, and a net profit of 27 million yuan, up 15.98% year-on-year. Non-recurring gains and losses for the first three quarters amounted to 7.5863 million yuan, primarily from government subsidies and changes in the fair value of financial assets [5]. Profitability and Cash Flow - The comprehensive gross margin for the first three quarters was 16.26%, and the net profit margin attributable to shareholders was 6.56%. The slight decline in net profit was mainly due to a high base of non-recurring gains and losses from the previous year, while the steady growth in net profit after deducting non-recurring items indicates a positive trend in core business development. The net cash flow from operating activities reached 82 million yuan, a significant increase of 1578.59% year-on-year, attributed to revenue growth and improved receivables management [6]. Market Position and Expansion - As a leading domestic player in microelectronic welding materials, the company holds approximately 7% market share in solder paste, with significant potential for domestic substitution as foreign brands dominate over 50% of the market. The company's products are on par with top international brands and have entered the supply chains of industry leaders such as Huawei, ZTE, BYD, and Tongwei. The company is also expanding its business footprint by establishing branches in six locations, including Hong Kong, Singapore, Mexico, the United States, Vietnam, and Thailand, and has launched new material operation centers in Suzhou and Hangzhou [7]. Strategic Initiatives - The company is pursuing a dual-platform strategy of "Electronic Assembly + Reliability Materials" and is engaging in external mergers and acquisitions to create new growth drivers. In the first half of 2025, the company increased its stake to 65% in Jiaxing Jifei, which enhances its product matrix in reliability materials. Jiaxing Jifei's core product, perfluorohexane microcapsules, is a new material designed for automatic fire suppression, offering high efficiency, versatility, excellent electrical insulation, and environmental friendliness, making it suitable for various fire safety scenarios in new energy and AIDC sectors [8].