Group 1 - The core viewpoint of the news is that Xinde New Materials (信德新材) is currently experiencing a decline in stock price, with a closing price of 45.36 yuan and a drop of 2.83%, resulting in a total market value of 4.627 billion yuan [1] - Xinde New Materials was listed on the Shenzhen Stock Exchange's ChiNext board on September 9, 2022, with an initial public offering of 17 million shares at a price of 138.88 yuan per share [1][2] - The company raised a total of 236.096 million yuan from the issuance, with a net amount of 216.58238 million yuan after deducting issuance costs, exceeding the original fundraising plan by 151.58238 million yuan [2] Group 2 - The total issuance costs for Xinde New Materials amounted to 19.51362 million yuan, with the lead underwriter, CITIC Securities, receiving 17.50674 million yuan as underwriting fees [3] - The company announced a cash dividend distribution plan at its 2022 annual general meeting, proposing to distribute 10 yuan per 10 shares, totaling 68 million yuan, and to increase capital by 5 shares for every 10 shares held, with the record date for the distribution set for May 30, 2023 [3]

证券代码：301349 证券简称：信德新材 公告编号：2025-058 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。 一、担保情况概述 辽宁信德新材料科技（集团）股份有限公司（以下简称"公司"）分别于2025 年4月18日召开第二届董事会第十二次会议和2025年5月13日召开2024年年度股 东会，审议通过了《关于预计2025年度申请授信额度及相应担保事项的议案》， 同意公司及子公司向银行等金融机构申请总额不超过人民币20亿元的授信额度。 在上述授信项下，公司拟为子公司申请银行授信提供连带责任担保，担保主债权 最高本金额度（以下简称"担保额度"）合计不超过人民币15.1亿元。其中，预 计对资产负债率低于70%子公司提供的担保额度不超过人民币6.5亿元；对资产负 债率超过70%子公司提供的担保额度不超过人民币8.6亿元（其他股东按照持股情 况提供同等比例担保）。上述授信及担保额度在授权期限内可循环使用，有效期 为自公司股东会审议通过之日起12个月内。具体内容详见公司于2025年4月21日 在巨潮资讯网（www.cninfo.com.cn）披露的《关于预计202 ...

（文章来源：证券日报） 证券日报网讯 12月11日，信德新材在互动平台回答投资者提问时表示，截至2025年12月10日，公司股 份持有人数（已合并）为12007户。 ...

Core Viewpoint - The latest financing balance of the ChiNext market is 528.402 billion yuan, with a week-on-week increase of 0.672 billion yuan, indicating a mixed performance among stocks, with 26 stocks seeing a financing balance increase of over 10% and 13 stocks experiencing a decline of over 10% [1][6]. Financing Balance Overview - As of December 5, the ChiNext index rose by 1.36%, with a total margin balance of 530.19 billion yuan, an increase of 0.692 billion yuan from the previous trading day [6]. - The financing balance reached 528.402 billion yuan, reflecting a week-on-week increase of 0.672 billion yuan, while the securities lending balance was 1.788 billion yuan, up by 20 million yuan [6][1]. Stocks with Increased Financing Balance - A total of 383 stocks in the ChiNext saw an increase in financing balance, with 26 stocks experiencing an increase of over 10%. The stock with the highest increase was International Composite Materials, with a financing balance of 527.348 million yuan, up by 61.37%, and a price increase of 20.03% [3][6]. - Other notable stocks with significant financing balance increases include Haichang New Materials (29.09%) and Slin Co., Ltd. (27.01%) [3][6]. Market Performance of Stocks - Among the stocks with a financing balance increase of over 10%, the average price increase on that day was 5.16%, with 21 stocks rising, including International Composite Materials and Focase Technology, which hit the daily limit [6][1]. - Stocks with notable price increases included Boying Special Welding (10.93%), Beijete (10.85%), and Haichang New Materials (7.94%) [6][1]. Stocks with Decreased Financing Balance - A total of 564 stocks experienced a decrease in financing balance, with 13 stocks seeing a decline of over 10%. The largest decrease was for Xinde New Materials, with a financing balance of 91.818 million yuan, down by 20.06% [4][10]. - Other stocks with significant declines included Kangli Source (-18.70%) and Zhaobiao Co., Ltd. (-16.11%) [4][10]. Capital Flow Analysis - On December 5, among the stocks with increased financing balance, 17 stocks saw net inflows of main funds, with the highest inflows in Zhinan Zhen (517 million yuan), International Composite Materials (472 million yuan), and Slin Co., Ltd. (86.465 million yuan) [2][7]. - Conversely, 9 stocks experienced net outflows, with the largest outflows in Gogo Technology (-126 million yuan), Huaren Health (-60.594 million yuan), and Haichang New Materials (-48.434 million yuan) [2][7].

证券日报网讯12月3日，信德新材（301349）在互动平台回答投资者提问时表示，截至2025年11月28 日，公司股份持有人数(已合并)为12592户。 ...

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。 证券代码：301349 证券简称：信德新材 公告编号：2025-057 一、担保情况概述 辽宁信德新材料科技（集团）股份有限公司（以下简称"公司"）分别于2025 年4月18日召开第二届董事会第十二次会议和2025年5月13日召开2024年年度股 东会，审议通过了《关于预计2025年度申请授信额度及相应担保事项的议案》， 同意公司及子公司向银行等金融机构申请总额不超过人民币20亿元的授信额度。 在上述授信项下，公司拟为子公司申请银行授信提供连带责任担保，担保主债权 最高本金额度（以下简称"担保额度"）合计不超过人民币15.1亿元。其中，预 计对资产负债率低于70%子公司提供的担保额度不超过人民币6.5亿元；对资产负 债率超过70%子公司提供的担保额度不超过人民币8.6亿元（其他股东按照持股情 况提供同等比例担保）。上述授信及担保额度在授权期限内可循环使用，有效期 为自公司股东会审议通过之日起12个月内。具体内容详见公司于2025年4月21日 在巨潮资讯网（www.cninfo.com.cn）披露的《关于预计202 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [6]. Core Insights - The company reported a revenue of 842 million yuan for Q3 2025, representing a year-on-year increase of 48.9%. The net profit attributable to shareholders was 31 million yuan, with a non-recurring net profit of 11 million yuan. For Q3 2025 alone, revenue reached 332 million yuan, up 62.41% year-on-year and 24.33% quarter-on-quarter, with significant improvements in profitability [2][4]. Financial Performance Summary - For the first three quarters of 2025, the company achieved a total revenue of 842 million yuan, a 48.9% increase compared to the previous year. The net profit attributable to shareholders was 31 million yuan, while the non-recurring net profit stood at 11 million yuan. In Q3 2025, the company recorded a revenue of 332 million yuan, marking a year-on-year growth of 62.41% and a quarter-on-quarter increase of 24.33%. Both net profit and non-recurring net profit showed substantial recovery compared to previous periods [2][4][11]. Future Outlook - The company is expected to see further increases in sales of its negative electrode coating agents, particularly in high-temperature products. The improvement in product structure and rising prices of by-products are anticipated to enhance revenue. The overall profitability is projected to continue its upward trend, supported by high capacity utilization and a favorable order outlook for Q4 2024. The company’s carbon fiber business is also progressing, potentially opening a second growth curve [11].

Core Viewpoint - Xinde New Materials, a leading company in the anode coating materials sector, has a comprehensive product matrix that includes two major categories, four specifications, and over ten models, covering various softening points in the industry [2] Company Overview - The company is recognized as a leader in the anode coating materials field, with a well-established product range that meets the mainstream softening point requirements [2] - Xinde New Materials has built strong relationships with numerous major clients through its excellent independent R&D capabilities, precise quality control systems, and rapid market response mechanisms [2] Market Position - The company has signed strategic cooperation agreements or framework agreements with several leading anode material enterprises, ensuring stable and continuous customer relationships [2] - Xinde New Materials holds a significant market share in the anode coating materials industry [2]

Core Viewpoint - The company is making significant advancements in the strength, modulus, thermal resistance, and purity of asphalt-based carbon fibers, aiming for diversified applications in various industries [1] Group 1: Product Development - The company is optimizing key indicators of asphalt-based carbon fibers, which will enhance the performance of carbon/carbon composite materials [1] - Current carbon fiber products are undergoing verification in the photovoltaic, optical fiber, and semiconductor sectors [1] Group 2: Industry Applications - In the optical fiber sector, the verification process is progressing smoothly, with tests currently being conducted with leading industry enterprises [1] - The verification in the photovoltaic sector is also advancing well [1] - The semiconductor sector has higher product specification requirements, leading to a longer verification timeline, but efforts are ongoing [1]

Group 1 - The stock of Xinde New Materials (301349.SZ) closed at 50.22 yuan, with a decline of 2.20%, and a total market capitalization of 5.122 billion yuan, currently in a state of breaking issue [1] - Xinde New Materials was listed on the Shenzhen Stock Exchange's ChiNext board on September 9, 2022, with a public offering of 17 million shares at an issuance price of 138.88 yuan per share [1] - The highest price recorded for Xinde New Materials since its listing was 180 yuan on the first trading day [1] - The total funds raised by Xinde New Materials amounted to 236.096 million yuan, with a net amount of 216.58238 million yuan after deducting issuance costs, exceeding the original plan by 151.58238 million yuan [1] - The company planned to use the raised funds for a 30,000-ton carbon material industrial upgrade project, a research and development center project, and to supplement working capital [1] - The total issuance costs were 19.51362 million yuan, with CITIC Securities receiving a sponsorship and underwriting fee of 17.50674 million yuan [1] Group 2 - On May 24, 2023, Xinde New Materials announced its 2022 annual equity distribution plan, which included a cash dividend of 10.00 yuan (including tax) for every 10 shares, totaling 68 million yuan [2] - The plan also included a capital reserve transfer of 5 shares for every 10 shares held, with no bonus shares issued, and the remaining undistributed profits to be carried forward to future distributions [2] - The record date for the equity distribution was set for May 30, 2023, and the ex-dividend date was May 31, 2023 [2]