Core Viewpoint - The major shareholders of Xinde New Materials (信德新材) plan to reduce their holdings, which will not affect the company's control or governance structure [1][2]. Shareholder Reduction Plan - Shareholders Shunrong Baoying and Shunrong Juyuan intend to reduce their combined holdings of 6,152,815 shares, representing 6.0955% of the adjusted total share capital, by up to 3,028,200 shares within three months after the announcement [1]. - The estimated cash amount from this reduction, based on the closing price of 38.61 yuan per share, is approximately 117 million yuan [1]. Company Background - Xinde New Materials was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on September 9, 2022, with an initial public offering of 17 million shares at a price of 138.88 yuan per share [2]. - The company raised a total of 236.096 million yuan, with a net amount of 216.582 million yuan after deducting issuance costs [3]. Financial Information - The total issuance costs amounted to 19.514 million yuan, with the lead underwriter, CITIC Securities, receiving 17.507 million yuan as underwriting fees [4]. - In 2022, the company announced a dividend distribution plan, distributing 10 yuan per 10 shares and increasing the share capital by 5 shares for every 10 shares held, with a total cash dividend of 68 million yuan [4].

Key Points - Huasoft Technology is currently producing and selling light initiator products in small batches based on customer orders [1] - Kaineng Health plans to establish a wholly-owned subsidiary in Hainan or Hunan provinces to engage in the cell industry and related mergers and acquisitions [1] - Linyang Energy has won a bid for a 142 million yuan project with the State Grid [1] - New Zhizhi Software intends to acquire 49% equity of Shenzhen Hengdao for 48.2356 million yuan [1] - Xindian Software plans to repurchase shares worth between 30 million to 50 million yuan [1] - Shanjin International has submitted an application for the issuance and listing of H-shares on the Hong Kong Stock Exchange [1] - Zhongwei Semiconductor has also submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [1] - Huadong Heavy Machinery's Wu Qingming Yu No. 6 and Tianchen Jinting No. 1 plan to reduce their holdings by no more than 1.5% [2] - Xinde New Materials' Shang Rong Baoying and its concerted parties plan to reduce their holdings by no more than 3% [2] - Huayi Pharmaceutical's shareholder Wang Xiaopeng plans to reduce his holdings by no more than 12.708 million shares [2] - International Industry plans to raise no more than 660 million yuan through a private placement to its controlling shareholder [2] - Ruima Precision has been awarded a project for automotive air suspension system products [2] - Wanhui High-tech expects a net profit increase of 69.81% to 109.77% for the first three quarters [2]

Group 1 - The core announcement is regarding the share reduction plan by major shareholders of Xinde New Materials, specifically Shangrong Baoying and its action-in-concert partner Shangrong Juyuan, who collectively hold 6,152,815 shares, representing 6.0955% of the total share capital after excluding repurchased shares [1] - Shangrong Baoying holds 5,845,174 shares, while Shangrong Juyuan holds 307,641 shares, both of which are pre-IPO shares [1] - The plan involves reducing up to 3,028,200 shares within three months after the announcement, which accounts for 3% of the total share capital after excluding repurchased shares and 2.9688% of the total A-share capital [1]

Group 1 - The core point of the article is that the shareholder Shunrong Baoying and its concerted party Shunrong Juyuan plan to reduce their holdings in Xinde New Materials by up to 3.0282 million shares, which accounts for 3% of the company's total share capital after excluding repurchased shares [1] Group 2 - The reduction will be executed through centralized bidding or block trading methods [1] - The announcement was made on September 24, indicating a strategic move by the shareholders [1] - The total number of shares to be reduced is significant, reflecting a potential shift in shareholder sentiment [1]

Core Viewpoint - Xinde New Materials (301349.SZ) announced a share reduction plan from major shareholders holding over 5% of the company's shares, indicating potential changes in shareholder structure and market sentiment [1] Shareholder Reduction Plan - Shareholders Shangrong Baoying (Ningbo) Investment Center and Shangrong Juyuan Equity Investment Center plan to reduce their holdings by up to 3,028,200 shares within three months after the announcement [1] - Shangrong Baoying holds 5,845,174 shares and Shangrong Juyuan holds 307,641 shares, totaling 6,152,815 shares, which represents 6.0955% of the total share capital after excluding repurchased shares [1] - The planned reduction accounts for 3% of the total share capital after excluding repurchased shares and 2.9688% of the company's A-share total [1]

Group 1 - The company Xinde New Materials (SZ 301349) announced a share reduction plan from major shareholders holding over 5% of the company's shares, specifically from Shangrong Baoying and its action-in-concert party, Shanghai Shangrong Juyuan [1] - Shangrong Baoying holds approximately 5.85 million shares and Shangrong Juyuan holds about 310,000 shares, totaling around 6.15 million shares, which represents 6.0955% of the total share capital after excluding repurchased shares [1] - The planned reduction will not exceed approximately 3.03 million shares, accounting for 3% of the total share capital after excluding repurchased shares and about 2.97% of the total A-share capital [1] Group 2 - For the first half of 2025, the revenue composition of Xinde New Materials is as follows: other businesses account for 56.9% and negative electrode coating materials account for 43.1% [1] - As of the report date, the market capitalization of Xinde New Materials is 3.9 billion yuan [1]

现将相关事项公告如下： 一、减持主体的基本情况 | 序号 | 股东名称 | 持有数量 | 占剔除回购专户 占公司总股本 比例 | 股份数后公司总 | | --- | --- | --- | --- | --- | | | | | | 股本比例 | | 1 | 尚融宝盈 | 5,845,174 | 5.7306% | 5.7907% | | 2 | 尚融聚源 | 307,641 | 0.3016% | 0.3048% | | | 合计 | 6,152,815 | 6.0322% | 6.0955% | 截至本公告披露日，拟实施本次减持计划的减持主体基本情况如下： 注：减持主体"尚融宝盈"与"尚融聚源"因受同一控制人控制存在一致行动关系。 证券代码：301349 证券简称：信德新材 公告编号：2025-049 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： 辽宁信德新材料科技（集团）股份有限公司（以下简称"公司"或"信德新 材"）于近日收到合计持有公司5%以上股份的股东尚融宝盈（宁波）投资中心（有 限合伙）（以下简称"尚融宝盈"）及其一致行动人上海尚融 ...

（文章来源：每日经济新闻） 信德新材（301349.SZ）9月24日在投资者互动平台表示，1.公司产品负极包覆材料广泛应用于天然石墨 与人造石墨负极，主要用于提升负极材料的首充可逆容量、循环稳定性以及电池倍率性能，简而言之， 可以使得锂电池克容量更大、使用寿命更长，充电速度更快。在锂电池负极研发方向前沿，多篇文献及 专利显示沥青包覆材料可作为硅基负极以及钠电池负极的生产原料。2.公司将结合自身战略规划和行业 发展前景，深耕主营业务，实现稳健发展。后续如有相关事宜将按规则要求进行信息披露。3.公司生产 的负极包覆材料主要应用于动力类、消费类、储能类锂电池负极领域。4.公司主营产品锂电池负极包覆 材料已小批量出口海外市场，未来将持续加大海外市场拓展力度，努力为广大股东创造更多价值回报。 每经AI快讯，有投资者在投资者互动平台提问：1.锂作负极，还有用贵司产品作包裹吗？ 2.贵司的包裹 材料净利润太低，没有作外延式并购的打算？ 3.贵司的产品能用在储能上吗？ 4.贵司的外销市场没见动 静。 ...

数据显示，宝盈基金旗下1只基金重仓信德新材。宝盈新锐混合A（001543）二季度持有股数4.17万股， 占基金净值比例为0.98%，位居第十大重仓股。根据测算，今日浮亏损失约8.34万元。连续5天下跌期间 浮亏损失13.47万元。 9月23日，信德新材跌5.09%，截至发稿，报37.29元/股，成交6824.21万元，换手率3.63%，总市值38.04 亿元。信德新材股价已经连续5天下跌，区间累计跌幅7.6%。 宝盈新锐混合A（001543）成立日期2015年11月4日，最新规模1.48亿。今年以来收益31.83%，同类排 名2786/8172；近一年收益76.85%，同类排名1417/7995；成立以来收益195.7%。 资料显示，辽宁信德新材料科技(集团)股份有限公司位于辽宁省大连长兴岛经济区马咀路58号，成立日 期2000年11月7日，上市日期2022年9月9日，公司主营业务涉及负极包覆材料产品的研发、生产与销 售。主营业务收入构成为：负极包覆材料43.10%，裂解萘馏分34.33%，炭黑原料油21.75%，碳纤维制 品0.53%，树脂0.20%，其他0.09%。 从基金十大重仓股角度 截至发稿，蔡丹累 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [6] Core Views - The company reported a revenue of 510 million yuan for the first half of 2025, representing a year-on-year increase of 41.3%. The net profit attributable to the parent company was 10 million yuan, while the net profit excluding non-recurring items was a loss of 4 million yuan [2][4] - In the second quarter of 2025, the company achieved a revenue of 267 million yuan, which is a year-on-year increase of 17.88% and a quarter-on-quarter increase of 10.17%. The net profit attributable to the parent company was 3 million yuan, indicating a turnaround from losses, although the net profit excluding non-recurring items was a loss of 5 million yuan [2][4] Summary by Sections Financial Performance - For the first half of 2025, the company’s negative electrode coating agent shipments are expected to continue growing year-on-year, with a production capacity of 70,000 tons per year and a utilization rate exceeding 105%. The gross margin for the negative electrode coating materials business improved to 10.83%, up by 8.08 percentage points year-on-year due to increased operational efficiency and cost reduction [10] - The sales expenses increased significantly by 294.98% year-on-year, primarily due to increased logistics costs, leasing fees, and stock incentive plans. Overall, the estimated net profit per ton, including by-products, turned positive [10] Market Outlook - Looking ahead, the prices of coating agents are expected to stabilize and recover, with expectations for price support due to the reduction of excess capacity. The trend towards fast charging is likely to increase the proportion of high-temperature products, and the integration of the Dalian ethylene tar base and the expansion of low-cost new bases are anticipated to improve profitability [10] - The company is also advancing its carbon fiber business layout, and breakthroughs in the semiconductor sector could further enhance profitability [10]