兴业证券作为公司首次公开发行股票并在创业板上市的保荐机构及主承销 商，原委派林剑锋、万弢为公司持续督导保荐代表人，对公司首次公开发行股票 并在创业板上市项目履行持续督导职责，法定持续督导期至 2028 年 12 月 31 日。 证券代码：301630 证券简称：同宇新材 公告编号：2026-003 同宇新材料（广东）股份有限公司 关于变更持续督导保荐代表人的公告 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。 同宇新材料（广东）股份有限公司（以下简称"公司"）于近日收到保荐机 构兴业证券股份有限公司（以下简称"兴业证券"）出具的《关于变更同宇新材 料（广东）股份有限公司持续督导保荐代表人的函》，现将具体情况公告如下： 现因保荐代表人万弢工作变动，不再继续担任公司持续督导期间的保荐代表 人。为保证持续督导工作的有序进行，兴业证券现委派保荐代表人袁涵（简历详 见附件）接替万弢继续履行对公司持续督导的相关职责和义务。本次变更后，公 司持续督导保荐代表人为林剑锋、袁涵。 公司董事会对万弢在担任公司保荐代表人期间所做的工作表示衷心感谢！ 特此公告。 同宇新材料（广东）股 ...

Group 1 - The core viewpoint of the article highlights that Tongyu New Materials (301630.SZ) experienced a stock price increase of 4.43%, reaching a historical high of 238.340 yuan, with a total market capitalization of 9.534 billion yuan [1]

Group 1 - The PCB concept stocks in the A-share market have collectively strengthened, with notable gains from several companies [1] - Tongyu New Materials saw an increase of over 17%, while Mingyang Circuit rose by over 16% [1] - Other companies such as Wanyuantong, Weiergao, and Dazhu Laser also experienced significant gains, with increases of over 10% [1] Group 2 - Detailed stock performance includes: - Tongyu New Materials: 17.25% increase, market cap of 8.92 billion [2] - Mingyang Circuit: 16.31% increase, market cap of 12.7 billion [2] - Wanyuantong: 11.29% increase, market cap of 5.607 billion [2] - Weiergao: 10.14% increase, market cap of 9.287 billion [2] - Dazhu Laser: 10% increase, market cap of 71.8 billion [2] - Other companies like Guanghe Technology, Shennan Circuit, and Huhua Electric also reported 10% increases [2]

Core Viewpoint - The copper-clad laminate sector is experiencing strong performance, with significant gains in stock prices for companies such as Xianfeng Holdings, Tongyu New Materials, Shengyi Technology, and Hongchang Electronics [1] Group 1 - Xianfeng Holdings has reached the daily limit increase in stock price [1] - Tongyu New Materials, Shengyi Technology, and Hongchang Electronics are among the top gainers in the sector [1]

Group 1 - The PCB concept sector experienced a significant surge, with multiple companies reaching their daily limit up [1] - Notable companies that saw substantial gains include Dazhong Laser, Guanghe Technology, Shenzhen South Circuit, Hudian Co., Aoshikang, and others [1] - Other stocks with notable increases include Tongyu New Materials, Mingyang Circuit, Weiergao, Shenghong Technology, and Dongshan Precision [1]

Group 1 - The core viewpoint of the news is that Tongyu New Materials has shown a mixed performance in terms of stock trading and financial results, with a slight increase in stock price and a notable financing activity on February 12 [1] - On February 12, Tongyu New Materials' stock price increased by 0.23%, with a trading volume of 94.628 million yuan, and a net financing purchase of 12.2098 million yuan [1] - As of February 12, the total financing and securities lending balance for Tongyu New Materials was 165 million yuan, which represents 9.03% of its circulating market value [1] Group 2 - As of September 30, the number of shareholders for Tongyu New Materials was 8,851, a decrease of 55.73% compared to the previous period, while the average circulating shares per person increased by 125.86% to 1,129 shares [2] - For the period from January to September 2025, Tongyu New Materials reported a revenue of 899 million yuan, reflecting a year-on-year growth of 25.96%, while the net profit attributable to shareholders decreased by 6.62% to 103 million yuan [2] - Among the top ten circulating shareholders as of September 30, 2025, Huaxia Industry Prosperity Mixed A (003567) was the second-largest shareholder with 414,300 shares, and both Huaxia Vision Growth One-Year Holding Mixed A (016250) and Hong Kong Central Clearing Limited were new shareholders [2]

Core Viewpoint - Tongyu New Materials indicated that investors should pay attention to future announcements regarding the company's operational data [2] Group 1 - The company responded to investor inquiries on its interactive platform [2] - Future disclosures related to the company's operational data will be made available [2]

Group 1 - International Composite Materials (301526) is a core supplier of electronic-grade glass fiber and products in China, focusing on high-performance glass fiber material research and production, with a full industry chain layout advantage in electronic cloth [1][21] - The company’s main business includes electronic-grade glass fiber yarn, electronic cloth, and composite material products, widely used in copper-clad laminates (CCL) and printed circuit board (PCB) manufacturing, featuring electrical insulation and fire resistance [1][21] - The company is focusing on high-end products such as low-dielectric electronic cloth, suitable for high-speed PCB scenarios like AI servers and data centers, with production capacity and technical strength among the industry leaders [1][21] Group 2 - Honghe Technology (603256) is a leading enterprise in the global mid-to-high-end electronic-grade glass cloth segment, breaking international monopolies in ultra-thin and extremely thin electronic cloth [2][22] - The company’s main business focuses on the research, production, and sales of electronic-grade glass fiber yarns and fabrics, with applications covering various electronic devices including mobile phones, computers, and AI servers [2][22] - As a core supplier to global top copper-clad board manufacturers, the company has a significant competitive advantage in high-end PCB manufacturing, especially in AI computing-related high-speed PCB fields [2][22] Group 3 - China National Materials (002080) is a comprehensive leader in the new materials sector, leveraging state-owned enterprise resources to maintain industry leadership in glass fiber and wind power blades [3][23] - The company’s main business includes glass fiber and products, wind power blades, and lithium battery separators, with glass fiber being a core segment [3][23] - The company’s subsidiary, Taishan Glass Fiber, developed the first generation of low-dielectric fine yarn and electronic cloth, which won a global leading ICT manufacturer’s "Technology Breakthrough Award" [3][23] Group 4 - China Jushi (600176) is the absolute leader in the global glass fiber industry, with production capacity and technical strength at the forefront globally [4][24] - The company has built a full industry chain advantage from glass fiber yarn to electronic cloth, with products widely used in construction, electronics, and automotive sectors [4][24] - The company’s electronic cloth production capacity ranks among the top globally, with significant cost advantages in self-developed low-dielectric glass fiber (TLD-glass) [4][24] Group 5 - Jinan Guojin (002636) is a key player in the copper-clad board industry, with a complete electronic materials industry chain layout [5][25] - The company focuses on the research and production of copper-clad boards and related materials, maintaining a stable market share in East China [5][25] - The company’s electronic-grade glass fiber cloth is a core raw material for copper-clad boards, enabling effective cost reduction through in-house production [5][25] Group 6 - Hongchang Electronics (603002) is an important enterprise in the domestic electronic-grade epoxy resin and copper-clad board sector, covering core upstream and downstream segments of electronic cloth [6][26] - The company has established long-term partnerships with major domestic PCB manufacturers, focusing on the production and sales of electronic-grade epoxy resin, copper-clad boards, and semi-cured sheets [6][26] - The company benefits indirectly from the development of the electronic cloth industry through its copper-clad board business [6][26] Group 7 - Filihua (300395) is a leading enterprise in the global quartz glass materials sector, being the only company in China to achieve mass production of high-end quartz electronic cloth (Q cloth) [7][27] - The company’s main business focuses on the research, production, and sales of quartz glass and products, with applications in high-end fields such as semiconductors and optical communications [7][27] - The company’s third-generation quartz cloth has a dielectric constant as low as 2.3, making it a core enhancement material for M9 copper-clad boards [7][27] Group 8 - Changhai Co., Ltd. (300196) is an important enterprise in the domestic glass fiber and composite materials industry, focusing on high-end electronic cloth business through its subsidiaries [8][28] - The company’s main business includes glass fiber yarn, glass fiber products, and composite materials, with a stable production capacity layout in East China [8][28] - The company’s subsidiary, Guangyuan New Materials, focuses on producing low-dielectric electronic cloth and electronic yarn, entering the high-end PCB materials market [8][28] Group 9 - Jiuding New Materials (002201) is one of the leading enterprises in the domestic electronic cloth industry, with deep accumulation in glass fiber and composite materials [9][30] - The company’s main business includes glass fiber products, composite materials, and wind power blades, with electronic cloth being a core segment [9][30] - The company is continuously advancing the research and development of special glass fibers and electronic cloth, with significant revenue growth expected in the second quarter of 2025 [9][30] Group 10 - Shandong Glass Fiber (605006) is an important enterprise in the domestic glass fiber industry, with electronic cloth being a key focus area [10][31] - The company leverages the glass fiber industry cluster advantage in Shandong, steadily expanding its production capacity [10][31] - The company is focusing on mid-to-high-end electronic cloth products, adapting to the upgrading needs of the PCB industry [10][31]

Core Viewpoint - The company is steadily advancing the capacity release of its Jiangxi Tongyu facility, with confidence in future production and operations despite short-term uncertainties in performance contributions due to various internal and external factors [1] Group 1 - The company is currently in the process of ramping up production at its new facility, which is a necessary phase for the industry [1] - The new capacity is beginning to reflect in the company's operational performance [1] - There is uncertainty regarding the short-term contribution to performance due to multiple influencing factors [1] Group 2 - The company encourages stakeholders to monitor its regular reports and announcements for further updates on progress [1]

Core Viewpoint - The company, Chongyu New Materials (301630.SZ), has confirmed that its fundraising project will officially commence production in July 2024, and it is currently in the capacity ramp-up phase [1]. Group 1 - The company is currently experiencing a capacity ramp-up period following the investment project [1]. - Investors have inquired about the potential for capacity and revenue to double this year, indicating strong interest in the company's growth prospects [1]. - The company has advised stakeholders to monitor future announcements for updates on operational data [1].