Core Viewpoint - Lingwei Technology (301373) is actively involved in providing environmentally friendly and efficient new material solutions for various industries, including robotics and commercial aerospace [1] Group 1: Product Applications - The company's products are applicable in fields such as robotics and commercial aerospace components, featuring functions like light extinction and coating protection [1] - Products are widely used in industries including coatings, inks, 3C electronics, photovoltaics, plastics, petrochemicals, and medical films [1] Group 2: End Customers - End customers are distributed across industrial manufacturing, woodwork, furniture, leather, textiles, roll materials, inkjet paper, advertising consumables, rail transportation, UV, wind turbine blades, and plastic films [1] - The company has also entered new application fields such as fire-resistant high-temperature materials, metal surface agents, industrial corrosion protection, ceramics, battery polishing liquids, solar cell coating back sheets, beverage clarifiers, medical films, and medical gloves [1] Group 3: Industry Focus - The company will continue to focus on and actively participate in the development of the robotics and commercial aerospace industries [1]

Core Viewpoint - The company, Lingwei Technology (301373.SZ), emphasizes its products' applications in construction materials with fire-resistant properties, highlighting their multifunctionality and commitment to providing eco-friendly solutions in various industries [2]. Group 1: Product Applications - The company's products can be utilized in construction materials, fire-resistant glass, and fireproof materials, featuring functions such as extinguishing, corrosion resistance, flame retardancy, fire resistance, and high-temperature endurance [2]. - The products are widely applied in industries including coatings, inks, 3C electronics, photovoltaics, plastics, petrochemicals, and medical films, with end customers spanning industrial manufacturing, woodworking, furniture, leather, textiles, and more [2]. Group 2: Industry Engagement - The company is actively focusing on and participating in the development of the construction materials, fire-resistant glass, and fireproof materials sectors, aiming to provide innovative and efficient new material solutions for the industry [2].

Core Viewpoint - Lingwei Technology showcases its commitment to green coatings and innovative applications at the 2025 China International Coatings Exhibition, emphasizing low-carbon and environmentally friendly solutions [1] Group 1: Sustainable Development - Lingwei Technology focuses on sustainable development with its core material, nano-silica, which offers both environmental and functional advantages [2] - Featured products include HOMSIL silica for matting, HOMAC anti-rust pigment, and HOMSOL silica sol, applicable in traditional coatings and emerging fields like 3D printing and photovoltaic self-cleaning coatings [2] - The POLYCOAT water-based epoxy emulsion and curing agent are highlighted for their unique emulsifier design that reduces VOCs without increasing emulsion particle size, providing an ideal choice for low-carbon and long-lasting anti-corrosion [2] - POLYCOAT serves as an excellent substrate for radiation cooling coatings, widely used in building exteriors, photovoltaic components, and energy storage cabinets, contributing to industrial and building energy savings [2] - All products have passed three major ISO certifications and comply with EU RoHS directives, supporting the "dual carbon" goals of the industry [2] Group 2: Industry Chain Collaboration - Lingwei Technology emphasizes the value of industry chain collaboration, achieving full-chain innovation through upstream and downstream strategic partnerships [3] - The company has established joint R&D and technical cooperation with renowned paint companies like Sherwin-Williams, Nippon Paint, AkzoNobel, and Meiga Xincai, ensuring products meet downstream customer and market demands [3] - Currently, Lingwei Technology serves over 3,000 enterprises globally, with products exported to over 50 countries and regions, supported by a network of over 80 distributors [3] Group 3: Digital Transformation - Lingwei Technology is transforming the raw materials industry through digitalization and intelligence, enhancing smart manufacturing capabilities [4] - The company has established digital smart factory benchmarks in its Ma'anshan and Hunan bases, implementing systems for visual and standardized control across R&D, production, quality inspection, and supply [4] - Industrial internet technology enables real-time monitoring and intelligent scheduling of production data, significantly improving efficiency and reducing energy consumption [4] - The Ma'anshan base's photovoltaic system can reduce carbon emissions by approximately 920 tons annually, supporting a low-carbon production and intelligent control operational system [4] Group 4: Future Outlook - Lingwei Technology plans to continue increasing investments in green materials, industry chain collaboration, and digital construction, with R&D expenditures exceeding 5% of revenue and showing a year-on-year increase [5] - Through green innovation and intelligent transformation, Lingwei Technology is driving the industry towards more environmentally friendly and efficient practices, injecting new momentum into the transition from "Made in China" to "Created in China" [5]

Core Insights - The China International Coatings Exhibition (CHINACOAT2025) was held in Shanghai from November 25 to 27, showcasing the focus on new energy sectors such as wind power, photovoltaics, and energy storage, aligning with national goals for a new energy system [1] - The company presented material solutions for "wind-solar-storage" equipment coatings, utilizing nano-functional materials to support the development of the new energy industry [1] Wind Power Sector - HOMSIL matting silica used in wind turbine blade coatings reduces surface gloss, preventing glare during rotation and enhancing visual coordination and safety [2] - The addition of HOMAC anti-rust pigment improves the weather resistance and corrosion resistance of coatings for wind turbine towers, ensuring reliable long-term operation in complex outdoor conditions [2][5] Photovoltaic Sector - The company introduced HOMSOL silica sol for photovoltaic glass self-cleaning coatings, enhancing power generation efficiency through reduced reflection and increased transparency [4] - HOMSIL specialized silica for photovoltaic backsheet coatings provides excellent sealing, weather resistance, and anti-sinking performance, supporting the stable operation of photovoltaic components [4] Energy Storage Sector - The company launched POLYCOAT water-based epoxy resin solutions for energy storage cabinet coatings, providing comprehensive rust and corrosion protection [7] - The WBE522 emulsion and WBH816 curing agent system is designed for energy storage boxes, while the WBE522 and WBH820 combination is effective for radiation cooling coatings, enhancing energy utilization efficiency [7] - The product series has recently won the "2025 Asia Coatings Industry Technology Pioneer Award" for its innovative technology and performance [7] Market Position and Collaboration - The company has established partnerships or entered joint testing phases with several industry benchmark clients, leveraging high-performance products and localized technical services [9] - As of September 2025, China's total installed capacity for wind and solar power has exceeded 1.7 billion kilowatts, driving demand for specialized protective materials [9] - The company aims to become a key player in promoting cross-sector collaboration and integration within the new energy industry through material innovation [9]

Core Viewpoint - Lingwei Technology acknowledges that the price of concentrated sulfuric acid, a bulk commodity, is influenced by domestic and international supply and demand dynamics, and while it impacts the company's gross margin, the effect is limited [2] Company Measures - The company is implementing several strategies to mitigate the impact of rising concentrated sulfuric acid prices, including: 1. Expanding the pool of alternative suppliers for concentrated sulfuric acid to reduce procurement costs [2] 2. Negotiating price adjustments with customers based on market conditions to offset the adverse effects of price increases [2] 3. Enhancing lean management and optimizing production processes to lower production costs [2]

Core Viewpoint - Lingwei Technology has developed unique production processes and proprietary products through long-term R&D and continuous optimization of production techniques, aiming to enhance its market position and expand into high-end applications of silica [1] Group 1: Product Development - The company has created a range of products including extinguishing agents, adsorbents, opening agents, rust-proof pigments made from silica, water-based epoxy emulsions and curing agents, and silica sol [1] - The transition from a single product to a diversified product line demonstrates the company's commitment to innovation and market adaptability [1] Group 2: Future Strategy - Lingwei Technology plans to continue investing in R&D to develop new products with higher added value and stronger competitiveness [1] - The goal is to penetrate more mid-to-high-end application fields of silica, which is expected to enhance the company's main business performance [1]

Group 1 - The core viewpoint of the article highlights that Lingwei Technology (SZ 301373) will hold an investor meeting on November 25, 2025, where the CFO and board secretary will address investor inquiries [1] - For the first half of 2025, Lingwei Technology's revenue composition shows that nano new materials account for 96.2%, water-based epoxy emulsions and curing agents account for 3.52%, and others account for 0.28% [1] - As of the report, Lingwei Technology has a market capitalization of 3.3 billion yuan [1] Group 2 - The article mentions that a company listed under the code 688496 is under investigation by the China Securities Regulatory Commission due to a significant loss exceeding 100 million yuan shortly after its IPO [1] - The core product of this company has been severely impacted as its largest customer has reduced procurement by opting for self-supply [1]

Group 1: Company Overview and Financial Performance - In the first nine months of 2025, the company achieved a revenue of 368.15 million yuan, representing a year-on-year growth of 6.70% [1] - The net profit attributable to shareholders was 103.21 million yuan, an increase of 8.15% compared to the same period last year [1] Group 2: Production Capacity and Utilization - The company is focusing on enhancing the capacity utilization of its fundraising projects, including a project with an annual production capacity of 20,000 tons of ultra-fine silica aerogel [2] - New production capacities are being gradually released, which will significantly improve the company's production capabilities and market competitiveness [2] Group 3: Product Applications and Market Potential - Silica sol, a newly developed nano material, has a wide range of applications including in ceramic coatings, anti-corrosion coatings, and high-temperature resistant materials [3] - The company is actively participating in the development of humanoid robots and semiconductor industries, providing environmentally friendly and efficient material solutions [7] Group 4: Cost Management and Market Strategies - Rising prices of concentrated sulfuric acid and sodium silicate are expected to impact the company's gross margin; strategies to mitigate this include expanding supplier options and optimizing production processes [6][7] - The company plans to enhance its market presence by optimizing overseas sales strategies and increasing product exports [2] Group 5: Shareholder Value and Capital Management - The company is considering various capital operation methods, including share buybacks and mergers, to maximize shareholder value and social impact [2][4] - The company aims to improve its investment value through measures such as stock incentives, employee stock ownership plans, and cash dividends [4]

Core Insights - Lingwei Technology (stock code: 301373) won the "Asian Coatings Industry Technology Pioneer - Frontier Technology Breakthrough Special Award" at the 2025 Asian Coatings Industry Pioneer Awards, recognizing its continuous innovation and technological leadership in the field of environmentally friendly coatings [1] - The POLYCOAT series products, developed by the company, achieve a breakthrough in low VOCs, chromium-free formulations, and high protective performance, addressing application bottlenecks in high-end industrial water-based coatings [1] Group 1 - The POLYCOAT series utilizes self-emulsifying technology and introduces a "resin grinding" technique, significantly simplifying the coating production process [1] - The series is compatible with various specialized curing agents, allowing flexibility to adapt to different corrosive environments and diverse coating needs [1] - POLYCOAT has passed EU RoHS directives and national standards, promoting a low-carbon and environmentally friendly approach throughout production and application [1] Group 2 - The POLYCOAT series has achieved large-scale production and is widely used in key national sectors such as rail transportation, energy storage containers, and petrochemical storage tanks [2] - The products not only match the performance of international counterparts but also offer significant cost advantages and localized service capabilities [2] - Lingwei Technology aims to continue its focus on the research and development of green new materials, enhancing technological breakthroughs and industrial collaboration to support the transformation and upgrading of industrial coatings [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：301373 证券简称：凌玮科技 公告编号：2025-96 广州凌玮科技股份有限公司 第四届董事会第六次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 一、董事会会议召开情况 广州凌玮科技股份有限公司（以下简称"公司"）第四届董事会第六次会议通知已于2025年11月21日以电 子邮件、微信通知等方式发出，并于2025年11月24日在公司总部大会议室以现场结合通讯方式召开。本 次会议由董事长胡颖妮女士召集和主持，应到董事5人，实到董事5人，公司监事、高级管理人员列席本 次会议。本次会议的召集、召开和表决符合《公司法》《证券法》等有关法律、行政法规、部门规章、 规范性文件和《公司章程》的有关规定，会议合法、有效。 二、董事会会议审议情况 经与会董事认真审议，形成如下决议： （一）会议以5票同意、0票反对、0票弃权的表决结果，审议通过了《关于调整组织架构、废止〈监事 会议事规则〉及修订〈公司章程〉并办理工商变更登记的议案》。 根据《中华人民共和国公司法》《上市公司章程指引》《深圳证券交易所创业 ...