证券代码：301387 证券简称：光大同创 公告编号：2025-041 深圳光大同创新材料股份有限公司 关于实际控制人及其一致行动人持股比例被动稀释暨权益变动的 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、本次权益变动系深圳光大同创新材料股份有限公司（以下简称"公司"） 实施2024年限制性股票激励计划导致公司总股本增加，致使实际控制人马增龙 及其一致行动人深圳汇科智选投资有限合伙企业、深圳同创智选投资有限合伙 企业、张京涛合计拥有权益的股份比例由60.15%被动稀释至59.94%，触及跨越 5%的整数倍。 2、本次权益变动不涉及要约收购，不会导致公司控股股东、实际控制人发 生变化，不会对公司治理结构及持续经营产生影响。 一、本次权益变动基本情况 1、公司首次公开发行股票并上市后，公司总股本为 76,000,000 股，实际控 制人及其一致行动人合计持股数量为 45,713,720 股，合计拥有权益的股份比例 为 60.15%。 2、2024 年 3 月 13 日，公司 2024 年限制性股票激励计划第一类限制性股票 6.50 ...

证券代码：301387 证券简称：光大同创 公告编号：2025-040 深圳光大同创新材料股份有限公司 关于注销部分募集资金现金管理专用结算账户的公告 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。 一、募集资金基本情况 鉴于上述现金管理专用结算账户相关的理财产品已到期赎回且无后续使用 计划，公司已于近期将有关账户注销，注销的账户信息如下： | | 开户银行 | 账户名称 | 资金账号 | | --- | --- | --- | --- | | 序号 | | | | | | | 四、备查文件 1、募集资金现金管理专用结算账户销户证明。 特此公告。 深圳光大同创新材料股份有限公司（以下简称"公司"或"本公司"）首 次公开发行股票已经中国证券监督管理委员会"证监许可〔2023〕361 号"文 同意注册，公司向社会公开发行人民币普通股（A 股）股票 1,900.00 万股，每 股发行价格为人民币 58.32 元，募集资金总额为 110,808.00 万元，扣除券商承 销佣金及保荐费 7,801.10 万元后，主承销商东方证券承销保荐有限公司于 2023 年 4 月 ...

证券代码：301387 证券简称：光大同创 公告编号：2025-039 深圳光大同创新材料股份有限公司 关于 2024 年限制性股票激励计划首次授予第一个归属期归属结果暨 股份上市的公告 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。 重要内容提示： 1、本次第二类限制性股票归属股票上市流通安排：本次归属股票的上市流 通日为 2025 年 5 月 28 日； 2、第二类限制性股票归属数量：27.2948 万股； 3、第二类限制性股票归属人数：45 人； 2、归属股票来源：公司向激励对象定向发行公司 A 股普通股股票。 深圳光大同创新材料股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日召开第二届董事会第十次会议和第二届监事会第十次会议，审议通过了《关于 2024 年限制性股票激励计划首次授予第一个归属期归属条件成就的议案》。近 日公司已办理 2024 年限制性股票激励计划（草案）》（以下简称"本激励计划" 或《激励计划》）首次授予第二类限制性股票第一个归属期归属股份的登记工作， 现将有关事项说明如下： 一、本激励计划简述及已履行的审批程序 （一 ...

Core Viewpoint - The company has announced the lifting of restrictions on the first tranche of restricted stock under its 2024 stock incentive plan, allowing for the trading of approximately 19,656 shares, which accounts for about 0.02% of the company's total share capital [1][12]. Summary by Sections Incentive Plan Overview - The 2024 stock incentive plan consists of two parts, with a total of up to 1.52 million shares, representing 2.00% of the company's total share capital at the time of the plan's announcement [2]. - The first grant includes 1.2675 million shares (1.67% of total capital), while the reserved grant consists of 252,500 shares (0.33% of total capital) [2]. Lifting of Restrictions - The first lifting period for the restricted stock is from March 12, 2025, to March 11, 2026, with a 40% release ratio during this period [9][11]. - The company has confirmed that all conditions for lifting the restrictions have been met, including performance targets and compliance with regulations [10][11]. Performance Assessment - The performance assessment for the first tranche of restricted stock is based on the company's revenue targets for the years 2024 to 2026, with specific thresholds set for cumulative revenue [6][10]. - The target for the first lifting period is a cumulative revenue of at least 3.22 billion yuan, with a trigger value of 2.898 billion yuan [6][10]. Stock Buyback and Cancellation - A total of 16,744 shares will be repurchased and canceled due to not meeting the performance criteria for the first tranche of restricted stock [12]. - The repurchase price for the canceled shares is set at 18.569 yuan per share [12]. Share Structure Changes - Following the lifting of restrictions, the company's share structure will reflect a slight decrease in restricted shares and a corresponding increase in unrestricted shares [12]. - The total share capital remains unchanged at 106,491,000 shares, with 64,070,552 shares under restrictions and 42,420,448 shares unrestricted post-adjustment [12].

证券代码：301387 证券简称：光大同创 公告编号：2025-038 深圳光大同创新材料股份有限公司 关于 2024 年限制性股票激励计划第一个解除限售期 解除限售股份上市流通的提示性公告 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。 重要内容提示： 1、符合资格的2名激励对象可申请解除限售的第一类限制性股票共计1.9656 万股，约占公司当前总股本的0.02%； 2、本次解除限售股份上市日期：2025 年 5 月 28 日。 深圳光大同创新材料股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日召开第二届董事会第十次会议和第二届监事会第十次会议，审议通过了《关于 2024 年限制性股票激励计划第一个解除限售期解除限售条件成就的议案》。近 日公司办理了 2024 年限制性股票激励计划（以下简称"本激励计划"或《激励 计划》）第一类限制性股票第一个解除限售期解除限售股份上市流通手续，现将 有关事项说明如下： 一、本激励计划简述及已履行的审批程序 （一）本激励计划简述 1、激励方式：本激励计划包括第一类限制性股票激励计划和第二类限制性 股票激励计 ...

Business Performance - In 2024, the company's revenue increased by 21% year-on-year, but profit significantly declined due to several factors [3][4]. - The gross profit margin for 2024 was reported at 22.91% [7]. Revenue Composition - The revenue breakdown for 2024 was as follows: protective products and solutions (47.64%), functional products and solutions (49.04%), and other products (3.32%) [1][2]. Strategic Development - The company adheres to a "green, lightweight, and new" development strategy, focusing on environmental sustainability, lightweight materials, and technological innovation [2]. - The company aims to deepen its penetration in the lightweight market and expand into emerging fields with significant growth potential [2]. R&D Investment - In 2024, the total R&D expenditure was 77.53 million yuan, accounting for 6.34% of total revenue [6]. - The company holds 204 domestic patents and 2 international patents, with 26 new patents added in 2024 [6]. Market Trends - The global consumer electronics industry is expected to continue its recovery in 2025, driven by AI technology and product innovation [5]. - The demand for lightweight materials is increasing across various industries, presenting significant market opportunities for carbon fiber products [2]. Customer Engagement - The company emphasizes deep service for major clients, establishing a specialized customer service team and a customer-oriented R&D system [7][8]. - Production bases have been established in various regions to enhance resource allocation and meet customer demands efficiently [8]. Investor Returns - The company has maintained a steady dividend policy, distributing cash dividends of 3.5 yuan per 10 shares in mid-2023 and 5 yuan per 10 shares for the annual distribution [9]. - For 2024, the proposed cash dividend is 1.5 yuan per 10 shares, totaling approximately 15.97 million yuan [9]. Employee Incentives - The company is evaluating the potential initiation of an employee incentive plan based on business needs and industry conditions [10].

Group 1 - The core viewpoint of the report indicates that Dongxing Chemical's first-quarter performance turned profitable, with a revenue of 7.173 billion yuan, a year-on-year decrease of 4.48%, and a net profit of 151 million yuan, marking a turnaround from losses [2][18] - The agricultural chemical market remains challenging, with stable overall sales but declining prices due to oversupply and high interest rates abroad, leading to a reliance on timely procurement models [2][18] - The company has initiated the "Advancement Plan" to improve profits and cash flow from 2024 to 2026, focusing on financial management optimization, operational restructuring, and deepening value innovation in niche markets [2][18] Group 2 - Dongxing Chemical's differentiated product strategy is expected to drive long-term growth, with a new product introduction rate contributing 22% to sales in 2024 [3][19] - The company maintains a strong outlook, forecasting net profits of 79 million, 103 million, and 176 million yuan for 2025 to 2027, with corresponding EPS of 0.03, 0.04, and 0.08 yuan, and a current P/E ratio of 182, 141, and 82 times [3][19] Group 3 - Dongxing Electronics reported a first-quarter revenue of 347 million yuan, a year-on-year increase of 51.16%, and a net profit of 17.76 million yuan, up 55.88% [5][39] - The company has increased production capacity and successfully acquired Chongqing Zhiguan Technology, enhancing its functional materials business in the optical display sector [9][40] - The carbon fiber products have achieved mature mass production, with continuous market share growth, particularly in lightweight applications for consumer electronics [10][41] Group 4 - New and existing projects in Dongxing Chemical are progressing well, with significant growth in the vitamin and amino acid markets contributing to a 20.91% revenue increase to 5.440 billion yuan in the first quarter [21][22] - The company is expanding its product range through various projects, including a liquid amino acid project and a new materials project, which are expected to enhance its competitive position [22][23] - The forecast for net profits from 2025 to 2027 is set at 6.197 billion, 7.006 billion, and 7.796 billion yuan, with corresponding EPS of 2.02, 2.28, and 2.54 yuan, maintaining a strong recommendation rating [23]

Core Viewpoint - The latest financing balance of the ChiNext market has reached 335.375 billion yuan, with a week-on-week increase of 3.416 billion yuan, indicating a positive trend in market financing activity [1] Financing Balance Overview - As of May 6, the total margin balance of ChiNext stocks is 336.275 billion yuan, an increase of 3.461 billion yuan from the previous trading day [1] - The financing balance specifically is 335.375 billion yuan, up by 3.416 billion yuan compared to the previous day [1] - The margin trading balance for short selling is 900 million yuan, which has increased by 44.903 million yuan [1] Stocks with Increased Financing Balance - A total of 571 ChiNext stocks saw an increase in financing balance, with 65 stocks experiencing a growth of over 10% [1] - The stock with the highest increase in financing balance is Guangda Tongchuang, which rose by 72.55% to a balance of 10.66982 million yuan [3] - Other notable increases include Hongchang Technology and Qushui Technology, with increases of 50.56% and 46.54% respectively [3] Market Performance of Stocks - Among the stocks with a financing balance increase of over 10%, the average price increase on that day was 4.11%, with 62 stocks rising [1] - Notable gainers include Nanshan Zhishang, which hit the daily limit, and other significant performers like Oulutong and Hengbo Shares, with increases of 16.43%, 10.75%, and 10.28% respectively [1] Stocks with Decreased Financing Balance - A total of 359 stocks experienced a decrease in financing balance, with 10 stocks seeing a decline of over 10% [4] - The stock with the largest decrease is Hengyu Xintong, which fell by 55.76% to a balance of 809.49 thousand yuan [4] - Other significant declines were observed in Jiangxin Home and Minsheng Health, with decreases of 23.18% and 13.92% respectively [4] Capital Flow Analysis - On May 6, 41 stocks with increased financing balance saw net inflows of main funds, with Han Yu Group, Nanshan Zhishang, and Oulutong leading the inflows at 160 million yuan, 145 million yuan, and 117 million yuan respectively [2] - Conversely, 24 stocks experienced net outflows, with Guangda Tongchuang, Hongchang Technology, and Tuosida facing the largest outflows of 55.986 million yuan, 52.543 million yuan, and 33.590 million yuan respectively [2]

| | 力 | | | | | | --- | --- | --- | --- | --- | --- | | 835508 | 殷图网 | 559.75 | 34.97 | 6.09 | 电力设备 | | | 联 | | | | | | 688580 | 伟思医 疗 | 18376.76 | 32.48 | -2.88 | 医药生物 | | 870866 | 绿亨科 | 859.21 | 31.01 | 4.10 | 基础化工 | | | 技 | | | | | | 836263 | 中航泰 | 1258.87 | 29.59 | 2.87 | 环保 | | | 达 | | | | | | 301119 | 正强股 | 12070.70 | 28.14 | 1.91 | 汽车 | | | 份 | | | | | | 300866 | 安克创 | 33200.69 | 28.02 | -1.04 | 电子 | | | 新 | | | | | | 301076 | 新瀚新 | 18845.72 | 27.90 | 2.25 | 基础化工 | | | 材 | | | | | 与杠杆资金大幅加仓股相比，有1430股 ...

Investment Rating - The report maintains a "Recommended" rating for the company [2][6]. Core Insights - The company reported better-than-expected performance in Q1 2025, with revenue of 347 million yuan, a year-on-year increase of 51.16%, and a net profit attributable to shareholders of 17.76 million yuan, up 55.88% year-on-year [3][4]. - The increase in revenue is attributed to the consolidation of Chongqing Zhiguan Technology Co., Ltd. into the company's financial statements, which has expanded its functional materials business [4][5]. - The company is actively increasing production capacity, with a gross margin of 22.65% in Q1 2025, an increase of 2.41 percentage points compared to Q4 2024 [4]. - The acquisition of Chongqing Zhiguan is expected to significantly enhance the company's performance, with projected audited revenues of 180 million, 280 million, and 440 million yuan for the years 2024-2026 [5]. - The company has successfully achieved mass production of carbon fiber products, which are now being used in various applications, including laptop casings and components for foldable smartphones, aligning with the trend towards lightweight materials in the electronics market [6]. Financial Summary - The company forecasts revenue growth from 1.01 billion yuan in 2023 to 3.47 billion yuan in 2027, with a compound annual growth rate (CAGR) of 36.74% [10]. - The net profit is expected to increase from 114.67 million yuan in 2023 to 378.67 million yuan in 2027, reflecting a significant growth trajectory [10]. - Earnings per share (EPS) are projected to rise from 1.08 yuan in 2023 to 3.56 yuan in 2027 [10].