Investment Rating - The report maintains a rating of "Outperform" for the new materials sector [1]. Core Insights - The new materials sector has experienced a decline, with the new materials index falling by 2.34%, underperforming the ChiNext index by 1.59% [2]. - The global humanoid robot market is projected to grow from $2.16 billion in 2023 to $32.4 billion by 2029, with a compound annual growth rate (CAGR) of 57% [5]. - The domestic PEEK material market is expected to reach 2.1 billion yuan by 2025, reflecting a year-on-year growth of 10.53% [5]. Market Performance - The new materials sector saw a decline this week, with the new materials index down by 2.34% [2]. - Over the past five trading days, the synthetic biology index increased by 2.06%, while semiconductor materials decreased by 0.65% and battery chemicals fell by 3.84% [18]. - The overall market performance for the new materials sector has been mixed, with various sub-sectors showing different trends [19]. Price Tracking - Amino acids such as valine, arginine, and tryptophan have seen price changes of -1.05%, -1.64%, and -2.15% respectively [3]. - Prices for biodegradable materials like PLA and PBS remained stable, while PBAT was priced at 9,850 yuan per ton [3]. - The price of industrial gases and electronic chemicals has also remained unchanged, indicating stability in these segments [3]. Investment Recommendations - The report suggests focusing on companies involved in PEEK material production and modification, such as Zhongxin Fluorine Materials and Zhongyan Co., as well as functional protective casing manufacturers like Jundida [5][6]. - The upcoming World Robot Conference is highlighted as a key event to watch for advancements in humanoid robot materials [5].

Investment Rating - The report maintains a rating of "B" for the new materials sector, indicating a positive outlook for the industry [2]. Core Insights - The new materials sector has shown strong performance, with the new materials index rising by 4.15%, outperforming the ChiNext index by 1.39% in the recent week [2]. - The global humanoid robot market is projected to grow from USD 2.16 billion in 2023 to USD 20.6 billion by 2029, with a compound annual growth rate (CAGR) of 57% [4]. - The domestic PEEK material market is expected to reach CNY 2.1 billion by 2025, reflecting a year-on-year growth of 10.53% [4]. Market Performance - The new materials sector has seen various sub-sectors perform well, including: - Semiconductor materials up by 4.04% - Electronic chemicals up by 3.67% - Degradable plastics up by 3.12% - Industrial gases up by 2.22% [2][17]. - The overall market performance for the week (July 21-25, 2025) shows the Shanghai Composite Index rising by 1.67% and the ChiNext Index by 2.76% [13]. Price Tracking - Amino acids prices show slight decreases, with valine at CNY 14,350 per ton (-0.35%) and arginine at CNY 24,400 per ton (-0.41%) [3]. - Prices for biodegradable materials remain stable, with PLA (injection grade) at CNY 17,800 per ton [3]. Investment Recommendations - The report suggests focusing on companies involved in humanoid robot materials, particularly those producing PEEK materials and functional protective casings [4][5]. - Recommended companies include DFBP (PEEK synthesis monomer), Zhongxin Fluorine Materials, and manufacturers of PEEK components like Kent Shares [5].

Investment Rating - The report maintains a rating of "B" for the new materials sector, indicating a positive outlook for the industry [2]. Core Insights - The new materials sector has shown an upward trend, with the new materials index increasing by 1.37%, although it underperformed compared to the ChiNext index, which rose by 1.81% [2]. - The report highlights the implementation of "anti-involution" policies in the new energy vehicle industry, which are expected to enhance the profitability of companies within the supply chain [4]. - The forecast for new energy vehicle sales in 2025 is projected to reach 16 million units, representing a year-on-year growth of 24.26%, indicating sustained growth in the industry [4]. Market Performance - The new materials sector experienced a weekly increase, with notable performances in various sub-sectors: synthetic biology index up by 4.18%, semiconductor materials up by 0.81%, electronic chemicals up by 1.10%, biodegradable plastics up by 1.74%, industrial gases up by 3.16%, and battery chemicals up by 1.45% [2][16]. - The overall market performance for the week (July 14-18, 2025) showed the CSI 300 index rising by 1.09%, the Shanghai Composite Index by 0.69%, and the ChiNext index by 3.17% [12]. Price Tracking - The report provides a weekly price tracking of various chemical products, including amino acids, biodegradable plastics, industrial gases, and vitamins, indicating stable prices for many products with slight fluctuations [3][11]. - For instance, the price of valine is reported at 14,400 RMB/ton with a weekly increase of 0.35%, while arginine is at 24,500 RMB/ton with a decrease of 2.00% [3]. Investment Recommendations - The report suggests focusing on companies such as Jun Ding Da, Times New Materials, Prit, and Nanjing Julong, which are expected to benefit from the favorable policies and market conditions [5].

证券代码：301538 证券简称：骏鼎达 公告编号：2025-026 深圳市骏鼎达新材料股份有限公司 关于持股 5%以上股东减持计划实施完毕的公告 股东深圳市红土智能股权投资基金合伙企业（有限合伙）及其关联方深 圳市创新投资集团有限公司保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 深圳市骏鼎达新材料股份有限公司（以下简称"公司"）2025 年 4 月 3 日披 露了《关于持股 5%以上股东减持公司股份的预披露公告》（公告编号：2025-003）， 公司持股 5%以上股东深圳市红土智能股权投资基金合伙企业（有限合伙）（以 下简称"红土智能"）及其关联股东深圳市创新投资集团有限公司（以下简称"深 创投"）计划自上述公告披露之日起 15 个交易日后的 3 个月内（即 2025 年 4 月 28 日至 2025 年 7 月 27 日）以集中竞价、大宗交易的方式减持公司股份不超过 730,000 股（占披露减持计划时公司总股本比例不超过 1.30%），若减持期间公 司有送股、资本公积转增股本、配股等股份变动事项， ...

Group 1 - Fumiao Technology signed a strategic cooperation agreement with New Hu Textile to advance technology development and market expansion in the textile dyeing industry [1] - Fumiao Technology's shareholder, Feixiang Chemical, transferred 6.1076 million shares at a price of 16.38 yuan per share, representing 5% of the company's total shares [1] - Huaitian Thermal Power was recommended as the owner of a 700,000 kW wind power project, aligning with local government policies for investment strategy [1][2] Group 2 - Beiyinmei's controlling shareholder applied for pre-restructuring due to liquidity issues, holding 1.33 billion shares, 98.85% of which are pledged or frozen [3] - *ST Songfa's subsidiary signed a contract for the construction of two LNG dual-fuel oil tankers, expected to positively impact future performance [4] - Hongming Technology terminated a major asset restructuring plan to acquire 83% of Shenzhen Chisu Automation Equipment due to failure to reach an agreement [18] Group 3 - Guoxiang Technology's controlling shareholder plans to transfer 4 million shares at a price of 44.14 yuan per share, representing 5% of the total shares [20] - Longpin Puzhi's controlling shareholder is set to change to Changjiang Guomao after transferring 72.239 million shares at 12.42 yuan per share, totaling 1.046 billion yuan [28] - Hanwujing adjusted its 2025 fundraising plan to raise up to 3.985 billion yuan for AI chip platform projects and working capital [31]

Core Viewpoint - Multiple listed companies in the Shanghai and Shenzhen markets have announced significant developments, including changes in control, asset sales, investments, and performance forecasts, which may present investment opportunities and risks for investors. Group 1: Control Changes and Major Transactions - Helen Piano's actual controllers are planning a change in control, leading to a suspension of trading starting July 18, 2025, for up to two trading days [3] - Tiger Medical is selling 95.09% of its stake in Lixin Pharmaceutical for approximately $34.11 million [4] - ST Lifan announced that its operational situation has not changed significantly despite a stock price fluctuation of 42.54% over two trading days [9] Group 2: Investments and Acquisitions - Sdic plans to invest approximately 509 million yuan in expanding its high-end functional film production capacity [5] - Dongfang Yuhong's subsidiary intends to acquire 100% of Chile's Construmart for about $123 million [6] - Huaitian Thermal Power has been recommended as the owner of a 700,000 kW wind power project, aligning with its investment strategy [7] Group 3: Performance Announcements - Hangzhou Bank reported a net profit of 11.662 billion yuan for the first half of the year, a year-on-year increase of 16.67% [14] - Tuojing Technology expects a net profit increase of 101% to 108% in Q2 2025, driven by new product breakthroughs [15] - Weicheng Bio anticipates a net profit of 30.06 million yuan for the first half of 2025, reversing a loss from the previous year [17] Group 4: Contracts and Strategic Partnerships - State Grid Information won contracts totaling 966 million yuan from the State Grid Corporation [21] - Beizhi Technology signed a contract worth 164 million yuan with a major client [22] - Mould Technology received a project letter of intent for exterior parts with an expected total sales of 2.044 billion yuan [23] Group 5: Shareholding Changes - Huasheng Lithium plans to reduce its shareholding by up to 2.24% [25] - Yutai Micro's shareholder intends to reduce holdings by up to 3% due to personal funding needs [26] - Alter's controlling shareholder plans to reduce holdings by up to 3% [27]

Core Viewpoint - The shareholder Newyu Bohai Investment Partnership (Limited Partnership) plans to reduce its stake in Jun Ding Da (301538) by up to 784,000 shares, representing 1% of the company's total share capital, due to personal funding needs [1] Summary by Relevant Sections - **Shareholder Reduction Plan** - Newyu Bohai intends to sell up to 784,000 shares within three months after the announcement, starting 15 trading days from the disclosure date [1] - **Current Shareholding** - Newyu Bohai currently holds 5.0897 million shares, which accounts for 6.49% of the total share capital of Jun Ding Da [1]

证券代码：301538 证券简称：骏鼎达 公告编号：2025-025 特别提示： 深圳市骏鼎达新材料股份有限公司（以下简称"公司"）于近日收到公司持股 5%以上股东新余博海投资合伙企业（有限合伙）（以下简称"新余博海"）的《股 东减持股份计划告知函》，拟减持公司股份。 公司股东新余博海持有公司股份 5,089,713 股，占公司总股本的 6.49%。其 计划自本公告披露之日起 15 个交易日后的 3 个月内（2025 年 8 月 8 日-2025 年 11 月 7 日）以集中竞价的方式减持公司股份不超过 784,000 股（占公司总股本比 例不超过 1%）。 现将有关情况公告如下： 一、 股东的基本情况 深圳市骏鼎达新材料股份有限公司 关于持股 5%以上股东减持公司股份的预披露公告 股东新余博海投资合伙企业（有限合伙）保证向本公司提供的信息内容 真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 | 序号 | 股东名称 | 持有数量（股） | 占公司总股本比例 | | --- | --- | --- | --- | | 1 | 新余博海 ...

证券代码：301538 证券简称：骏鼎达 公告编号：2025-024 深圳市骏鼎达新材料股份有限公司 关于披露简式权益变动报告书的提示性公告 股东深圳市红土智能股权投资基金合伙企业（有限合伙）及其关联方深 圳市创新投资集团有限公司保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 特别提示： 1、本次权益变动为股东主动减持，权益变动后，公司股东深圳市红土智能 股权投资基金合伙企业（有限合伙）（以下简称"红土智能"）、深圳市创新投资 集团有限公司（以下简称"深创投"）合计持有深圳市骏鼎达新材料股份有限公 司（以下简称"公司"）股份比例降至 5%以下，不再是公司持股 5%以上的股东。 2、本次权益变动不涉及公司控股股东、实际控制人，不会导致公司控股股 东及实际控制人发生变化，不会对公司持续经营产生重大影响。 3、本次权益变动性质为股份减少，不触及要约收购。 公司于近日收到股东红土智能及其关联方深创投出具的《简式权益变动报告 书》，自 2024 年 3 月 19 日（公司披露《首次公开发行股票并在创业板上市之上 市 ...

深圳市骏鼎达新材料股份有限公司 简式权益变动报告书 上市公司的名称：深圳市骏鼎达新材料股份有限公司 股票上市地点：深圳证券交易所 股票简称：骏鼎达 股票代码：301538 信息披露义务人 1 的名称：深圳市红土智能股权投资基金合伙企业（有限合 伙） 住所和通讯地址：深圳市宝安区新安街道海滨社区宝兴路 6 号海纳百川总部 大厦 A 座 5 层 信息披露义务人 2 的名称：深圳市创新投资集团有限公司 住所和通讯地址：深圳市南山区粤海街道海珠社区海德三道 1066 号深创投 广场 5201 股份变动性质：股份减少（持股比例下降至 5%） 签署日期：2025 年 7 月 16 日 1 信息披露义务人声明 一、信息披露义务人根据《中华人民共和国证券法》（以下简称"《证券法》"） 《上市公司收购管理办法》（以下简称"《收购办法》"）《公开发行证券的公司 信息披露内容与格式准则第 15 号—权益变动报告书》（以下简称《准则 " 15 号》"） 等法律、法规和规范性文件编写本报告书。 | 第一节 | 释义 4 | | --- | --- | | 第二节 | 信息披露义务人介绍 5 | | 第三节 | 权益变动目的和计划 9 ...