福莱新材拟定增募集7亿元 发力新材料升级扩产

Core Viewpoint - The company, Fulei New Materials, plans to raise up to 710 million RMB through a private placement of A-shares to fund expansion projects in label printing materials, electronic-grade functional materials, and R&D center upgrades, as well as to supplement working capital [1][2]. Group 1: Fundraising and Expansion Plans - The fundraising will support the construction of a new label printing materials production line, which is expected to add an annual capacity of approximately 77.3 million square meters upon full production [1]. - The company aims to enhance its market share and sustain revenue growth through these projects, with projected revenues of 675 million RMB and 402 million RMB for the fiscal years 2024 and the first half of 2025, respectively, reflecting year-on-year growth rates of 23.53% and 27.83% [1]. - Additionally, a new electronic-grade functional materials production line is planned, which will add an annual capacity of about 37 million square meters [1]. Group 2: Business Development and Technological Advancements - Fulei New Materials is recognized as the first company in China to achieve integration of base film, adhesive, and coating in the inkjet printing composite materials industry, with products spanning various categories including advertising inkjet printing materials and electronic-grade functional materials [2]. - In the first half of 2025, the company reported a revenue of 1.334 billion RMB, a year-on-year increase of 15.40%, and a net profit attributable to shareholders of 50.93 million RMB [2]. - The company has made significant technological breakthroughs in the flexible sensor field, establishing a pilot production line and initiating bulk supply agreements with multiple robotics companies [2]. Group 3: Research and Development Initiatives - Fulei New Materials is enhancing its R&D capabilities by collaborating with the Zhejiang Tsinghua Flexible Electronics Technology Research Institute to establish a joint laboratory focused on flexible electronic skin and ultra-wide pressure sensor development [3]. - The company is committed to strengthening its technological advantages in materials, particularly in electronic-grade functional materials and flexible sensors [3].