“电子皮肤”项目“缺席” 人形机器人“牛股”福莱新材拟定增募资7.1亿元用于电子级功能材料扩产升级等项目

Group 1 - The company, Fulaixin Material (605488.SH), announced a plan to issue A-shares to raise up to RMB 7.1 billion for four projects, including expansion of label printing materials and electronic-grade functional materials [1][2] - The projects funded by the raised capital include: RMB 243 million for label printing materials expansion, RMB 221 million for electronic-grade functional materials upgrade, RMB 36.3 million for R&D center upgrade, and RMB 210 million for working capital [1] - The proposal has been approved by the company's board but requires further approval from shareholders, the Shanghai Stock Exchange, and the China Securities Regulatory Commission [1][2] Group 2 - The company has not included the "electronic skin" project in the current fundraising plan, although it has established a pilot line for flexible sensors and plans to enhance product performance [2] - As of August 29, 2025, the controlling shareholder, Xia Houjun, holds 50.35% of the company’s shares, and the upcoming issuance will reduce his control percentage but will not change the control of the company [2] - The stock price of Fulaixin Material has seen significant volatility, with a 259.82% increase from December 24, 2024, to February 21, 2025, followed by a decline of 46.84% from a peak of RMB 62.83 to RMB 33.4 as of September 2 [2][3] Group 3 - In the first half of the year, the company reported revenue of RMB 1.334 billion, a year-on-year increase of 15.4%, but net profit attributable to shareholders fell by 19.58% to approximately RMB 50.93 million, indicating a situation of "increased revenue but decreased profit" [3]