固德电材系统（苏州）股份有限公司 关于签订募集资金三方及四方监管协议的公告 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。 证券代码：301680 证券简称：固德电材 公告编号：2026-001 一、募集资金基本情况 经中国证券监督管理委员会《关于同意固德电材系统（苏州）股份有限公司 首次公开发行股票注册的批复》（证监许可〔2026〕45 号）同意注册，并经深 圳证券交易所同意，固德电材系统（苏州）股份有限公司（以下简称"公司"） 首次公开发行人民币普通股（A 股）20,700,000 股，于 2026 年 3 月 6 日上市， 每股发行价格为人民币 58 元，募集资金总额为人民币 120,060.00 万元，扣除各 项发行费用人民币 11,877.40 万元后，实际募集资金净额为人民币 108,182.60 万元。上述募集资金已划至公司指定账户，容诚会计师事务所（特殊普通合伙） 已于 2026 年 3 月 3 日对本次发行的募集资金到位情况进行了审验，并出具了《验 资报告》（容诚验字[2026]230Z0029 号）。 二、募集资金专户的开立情况和三方及四方 ...

Core Viewpoint - The A-share market is experiencing a positive trend in Q1 2026 earnings forecasts, with a significant majority of companies reporting expected profit increases, indicating overall market optimism [1]. Group 1: Earnings Forecasts - As of March 29, 2026, 18 companies have disclosed their Q1 earnings forecasts, with 88.89% expecting profit increases, including 10 companies forecasting substantial growth, 5 slight increases, and 1 company turning a loss into profit [1]. - The sectors showing the highest growth are machinery, pharmaceuticals, and basic chemicals, driven by both volume and price increases [1]. Group 2: Notable Companies - Oukeyi is expected to report a net profit of 180 million to 220 million yuan, representing a year-on-year increase of 2248.9% to 2770.9%, primarily due to the rise in hard alloy tool prices and a low base effect from the previous year [1]. - Fuxiang Pharmaceutical forecasts a net profit of 52 million to 75 million yuan, with a year-on-year growth of 2222.67% to 3250.01%, benefiting from the booming demand in the new energy sector [2]. - Kuncai Technology is projected to achieve a net profit of 60 million to 80 million yuan, marking a year-on-year increase of 151.56% to 235.41%, driven by the recovery in titanium dioxide prices [2]. Group 3: Growth Drivers - Wanbangde is expected to report a net profit of 165 million yuan, reflecting a year-on-year increase of 985.4%, attributed to its strategic shift from generic to innovative drugs and increased R&D investment [3]. - Gude Electric Materials anticipates a revenue growth of 41.41% to 53.89%, with a net profit forecast of 48 million to 51 million yuan, driven by successful expansion into copper-aluminum composite materials [3]. Group 4: Other Notable Performances - Aolaide expects a net profit of 70 million to 85 million yuan, with a year-on-year growth of 175.2% to 234.17%, due to its competitive advantage in evaporator equipment [4]. - Tianshan Aluminum is projected to achieve a net profit of 2.2 billion yuan, a year-on-year increase of 107.92%, benefiting from the capacity release of its green low-carbon aluminum project [4].

Core Viewpoint - The article highlights the successful IPO of Guode Electric Materials, marking a significant milestone in the new energy industry, particularly in the field of thermal runaway protection components for electric vehicle batteries [4][5]. Group 1: Company Overview - Guode Electric Materials officially listed on the Shenzhen Stock Exchange's Growth Enterprise Market on March 6, 2026, becoming the first company to go public on the Growth Enterprise Market this year [4]. - The company raised a total of 1.2006 billion yuan through its IPO, with an issuance price of 58 yuan per share [4][5]. - Guode Electric Materials specializes in advanced functional materials, focusing on thermal runaway protection components for electric vehicle batteries and electrical insulation products [4][6]. Group 2: Financial Performance - On its first trading day, Guode Electric Materials opened at 126.00 yuan, a 117.24% increase from the issuance price, closing with a market capitalization of 10.492 billion yuan [4]. - The company reported a revenue of 908 million yuan and a net profit of 171.77 million yuan for the year 2024, indicating steady growth in profitability [5]. Group 3: Market Position and Clientele - Guode Electric Materials has established itself as a core supplier for major battery manufacturers, including CATL and other leading automotive companies such as General Motors and Ford [6]. - The company has received multiple awards for quality and service excellence, enhancing its reputation and client relationships within the industry [6]. Group 4: Industry Trends and Future Outlook - The global lithium battery shipment is projected to reach 2042.7 GWh in 2025, with a year-on-year growth of 46.8%, indicating a strong demand for thermal runaway protection technologies [7]. - The company is expanding its market presence globally, having established subsidiaries in Mexico, the USA, and Germany to cover key automotive markets [8]. - Guode Electric Materials is also venturing into the energy storage market, developing core technologies for copper-aluminum composite materials, which are applicable in various battery types [8].

固德电材系统（苏州）股份有限公司 首次公开发行股票并在创业板上市之 上市公告书提示性公告 保荐人(主承销商)：东吴证券股份有限公司 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。 经深圳证券交易所审核同意，固德电材系统（苏州）股份有限公司（以下简 称"固德电材"、"发行人"或"公司"）发行的人民币普通股股票将于 2026 年 3 月 6 日在深圳证券交易所创业板上市，上市公告书全文和首次公开发行股票的招 股说明书全文披露于巨潮资讯网，网址 www.cninfo.com.cn；中证网，网址 www.cs.com.cn；中国证券网，网址 www.cnstock.com；证券时报网，网址 www.stcn.com；证券日报网，网址 www.zqrb.cn；经济参考网，网址 www.jjckb.cn； 中 国 金 融 新 闻 网 ， 网 址 www.financialnews.com.cn ； 中 国 日 报 网 ， 网 址 cn.chinadaily.com.cn，供投资者查阅。 所属网页二维码：巨潮资讯网 一、上市概况 （四）首次公开发行股票数量：20,700,0 ...

固德电材系统（苏州）股份有限公司 Goode EIS （Suzhou） Corp., Ltd. （苏州市吴江区汾湖镇汾杨路 88 号） 股票简称：固德电材 股票代码：301680 首次公开发行股票并在创业板上市 上市公告书 保荐人（主承销商） （苏州工业园区星阳街 5 号） 二零二六年三月 1 特别提示 固德电材系统（苏州）股份有限公司（以下简称"固德电材""公司""本公 司"或"发行人"）股票将于 2026 年 3 月 6 日在深圳证券交易所创业板上市。 创业板公司具有业绩不稳定、经营风险高、退市风险大等特点，投资者面临 较大的市场风险。投资者应充分了解创业板市场的投资风险及本公司所披露的风 险因素，审慎做出投资决定。 本公司提醒投资者应充分了解股票市场风险及本公司披露的风险因素，在新 股上市初期切忌盲目跟风"炒新"，应当审慎决策、理性投资。 如无特别说明，本上市公告书中的简称或名词的释义与本公司首次公开发行 股票并在创业板上市招股说明书中的相同。如本上市公告书中部分合计数与各单 项数据之和在尾数上存在差异，系由于四舍五入所致。 本上市公告书"报告期"指：2022 年度、2023 年度、2024 年度和 2 ...

北京德恒律师事务所 关于固德电材系统（苏州）股份有限公司 首次公开发行股票并在创业板上市的 法律意见 北京市西城区金融街19号富凯大厦B座12层 电话：010-52682888传真：010-52682999邮编：100033 北京德恒律师事务所 关于固德电材系统（苏州）股份有限公司 首次公开发行股票并在创业板上市的 法律意见 德恒12F20240432-41号 致：固德电材系统（苏州）股份有限公司 北京德恒律师事务所（以下简称"本所"）接受固德电材系统（苏州）股 份有限公司（以下简称"发行人"、"固德电材"、"公司"）的委托，担任 发行人首次公开发行股票并在创业板上市（以下简称"本次发行上市"或"本 次发行"）的特聘法律顾问。 根据《公司法》《证券法》《注册办法》等有关法律、法规和规范性文件 的规定，本所出具了"德恒12F20240432-01号"《北京德恒律师事务所关于固 德电材系统（苏州）股份有限公司首次公开发行股票并在创业板上市的法律意 见》（以下简称"《法律意见》"）、"德恒12F20240432-02号"《北京德恒 律师事务所关于固德电材系统（苏州）股份有限公司首次公开发行股票并在创 业板上市的律师 ...

东吴证券股份有限公司 关于 固德电材系统（苏州）股份有限公司 首次公开发行股票并在创业板上市 之 上市保荐书 保荐人（主承销商） （注册地址：苏州工业园区星阳街 5 号） 固德电材系统（苏州）股份有限公司 上市保荐书 东吴证券股份有限公司 关于固德电材系统（苏州）股份有限公司 首次公开发行股票并在创业板上市 之上市保荐书 深圳证券交易所： 固德电材系统（苏州）股份有限公司（以下简称"发行人"、"固德电材" 或"公司"）拟申请首次公开发行股票并在创业板上市，并委托东吴证券股份 有限公司（以下简称"保荐人"或"东吴证券"）作为首次公开发行股票并在 创业板上市的保荐人。 保荐人及其保荐代表人已根据《中华人民共和国公司法》（以下简称《公司 法》）、《中华人民共和国证券法》（以下简称"《证券法》"）、《首次公开发行 股票注册管理办法》（以下简称"《注册办法》"）《证券发行上市保荐业务管 理办法》（以下简称"《保荐业务管理办法》"）《深圳证券交易所股票发行上 市审核业务指引第 2 号——上市保荐书内容与格式》《深圳证券交易所创业板股 票上市规则》（以下简称"《上市规则》"）等法律法规和中国证券监督管理委 员会（以下简称" ...

Core Viewpoint - The article emphasizes the critical importance of battery safety in the electric vehicle (EV) industry as it transitions from "quantity increase" to "quality improvement," highlighting the upcoming national standards that will enhance safety requirements for power batteries [1]. Group 1: Company Overview - Founded in 2008, the company initially focused on the research, production, and sales of electrical insulation materials, which are essential for ensuring the safe operation of electrical equipment [2]. - The company has expanded its business into the high-growth sector of thermal runaway protection for electric vehicle batteries, leveraging its deep technical expertise in electrical insulation [4]. Group 2: Product Innovation - The company has developed innovative thermal runaway protection solutions using mica and high-performance resins, enhancing insulation and heat resistance to meet the extreme conditions of power batteries [4]. - The self-developed 3D mica cover can withstand flames of 1500°C for 10 minutes without burning through, significantly outperforming conventional materials [5]. Group 3: Market Position and Client Base - The company has established a strong client base, becoming a first-tier supplier for major global automotive manufacturers and battery producers, including General Motors, Ford, and CATL [7]. - The diverse customer portfolio supports the company's stable revenue growth, with a significant increase in the revenue share from high-margin thermal runaway protection components for electric vehicles [8]. Group 4: Financial Performance - From 2022 to 2024, the company's main business revenue is projected to grow from 471 million to 896 million yuan, with a compound annual growth rate (CAGR) of 37.90%, and net profit increasing from approximately 57.87 million to 173 million yuan, with a CAGR of 72.91% [9]. - In 2025, the company expects to achieve an operating income of 1.106 billion yuan, a year-on-year increase of 21.79%, despite intensified market competition [10]. Group 5: Industry Trends and Growth Potential - The rapid growth of the electric vehicle market is expected to drive demand for thermal runaway protection, with production and sales of new energy vehicles projected to reach 16.626 million and 16.49 million units in 2025, respectively [8]. - The global battery system safety protection market is anticipated to grow from 1.75 billion yuan in 2020 to 11.54 billion yuan in 2024, with a CAGR of 60.25% [11]. Group 6: Future Strategies and Global Expansion - The company plans to raise 1.176 billion yuan through its IPO to expand production capacity and enhance research and development, focusing on thermal runaway protection components for electric vehicles [16]. - The company has established a global presence with subsidiaries in Mexico, the U.S., and Germany, aiming to meet local supply demands and increase its overseas sales, which are expected to account for 44.29% of its main business revenue by 2024 [15].

Group 1 - The article discusses the stock issuance of Guode Electric Materials (stock code: 301680) with an issuance price of 58.00 yuan and a subscription limit of 0.45 million shares [1] - The industry price-earnings ratio is noted as 27.96, while the overall market price-earnings ratio stands at 30.44 [1] - There are no new bonds issued today, indicating a potential lack of new investment opportunities in the bond market [2]