证券代码： 301373 证券简称：凌玮科技 广州凌玮科技股份有限公司投资者关系活动记录表 | | √特定对象调研 分析师会议 □ | | --- | --- | | 投资者关系活动 | 媒体采访 业绩说明会 □ □ | | 类别 | □ 新闻发布会 □ 路演活动 | | | □ 现场参观 | | | 其他 （请文字说明其他活动内容） □ | | | 全景网、广东国健安证券基金、广州基金业协会、中信证券、中 泰证券、正圆投资、广州南杰利私募基金、恒泰昌控股、中大情 | | 参与单位名称及 | 私募基金、广东鑫纪元私募基金、瑞民投资、九远基金、广东金 | | 人员姓名 | 豆子、天鸾资产、坤酋基金、润生投资、宝达投资、广东燊茂私 | | | 募基金、疆亘资本、广州汇垠澳丰股权投资基金、紫薇基金、广 | | | 州汇川私募证券投资基金 | | 时间 | 2025 年 11 月 25 日 (周二) 下午 14:00-16:00 | | 地点 | 广州市番禺区番禺大道北 555 号番禺节能科技园内天安科技交 | | | 流中心 702 大会议室 | | 上市公司接待人 | 1、财务总监兼董事会秘书：彭智花 | | 员 ...

每经记者｜黄海 每经编辑｜金冥羽 张益铭 被江苏科技大学公告解聘后，郭伟的人生经历正在被外界集体"解构"。 一个只有高中学历的骗子，在名利场内一路狂奔，直至成为了一所高校的"首席科学家"，这场闹剧才戛然而止。这一酷似电影情节的现实事件，留给外界 的疑问一环接一环。 成为高校博导的两年间，郭伟身边的人并非没有质疑过他的真实水平。但郭伟的"盛名"又让这些质疑在人们心头盘旋，却迟迟未发。 在郭伟为自己虚构的履历中，他是一个集"高考状元""国家科学技术进步奖得主""德国洪堡青年学者""美国金属材料学会杰出科学家""俄罗斯工程院外籍院 士"等荣誉于一身的天之骄子，自2003年起就一直在海外各大知名院校进行科研和教学工作，直至2016年才回国涉足商业布局。 2025年之前，郭伟其人甚为低调，市面上有关他的报道寥寥。在得到江苏科技大学的相关身份后，郭伟的行事风格开始变得高调。直至2025年年初，一系 列关于郭伟本人宣传类文章开始在一批媒体间涌现。 刘昊（化名）第一次见到郭伟大约是在2024年。他所在的高校创业圈子里，一个新项目找到"大牛"做背书是一件稀松平常之事。但这一次，刘昊看走了 眼。"我和江苏科技大学都是郭伟事件的受 ...

Core Viewpoint - The company responds to an investor inquiry regarding the synergy between its color masterbatch technology and YaoKe's COFs technology, highlighting the functional aspects of both technologies and their potential collaboration in downstream applications [1] Company Technology - The company's color masterbatch primarily disperses high-content functional powders and colorants into a carrier, which is then added to downstream products to enhance functionality [1] - The company's dispersion technology for masterbatches and color pastes can support the downstream use of COFs products [1] Industry Context - YaoKe's COFs product technology is based on organic synthesis, resulting in a porous organic material that also falls under the category of functional powders [1]

Core Viewpoint - The Carbontech 2025 International Carbon Materials Conference and Exhibition will be held from December 9-11, 2025, in Shanghai, focusing on material innovation driving industrial transformation [2] Group 1: Event Overview - The exhibition will cover the entire carbon materials industry chain, featuring high-end communication and cooperation platforms [2] - The N1 Semiconductor Carbon Materials Hall will showcase breakthroughs in diamond and superhard materials for applications in electronic devices, power semiconductors, and high-end processing [2] - The N2 Energy and Equipment Carbon Materials Hall will present innovations in carbon materials for strategic fields such as wind power, aerospace, automotive, hydrogen storage, and batteries [2] Group 2: Opening Ceremony - The opening ceremony will take place on the morning of December 9 at N2C01, gathering over 10 leading companies' chairpersons and industry leaders [9] - Two significant keynote speeches will be delivered during the opening ceremony, focusing on cutting-edge battery materials and technology development, as well as the outlook for the new materials industry in the next five years [10][12] Group 3: Keynote Speakers - Professor Zhang Jiujun from Fuzhou University will present on the latest trends in fossil and renewable energy, covering various battery technologies including solid-state lithium batteries, lithium-sulfur batteries, sodium-ion batteries, and hydrogen fuel cells [10] - Zhang Hailiang, Deputy Director of the Materials Industry Research Institute at the China Electronic Information Industry Development Institute, will analyze opportunities in high-performance composite materials, nanomaterials, and battery materials over the next five years [12] Group 4: Registration Information - Registration fees are set at ¥1200 for corporate or research representatives and ¥800 for students, with on-site fees being higher [15] - Payment methods include bank transfer and Alipay, with specific instructions for filling out registration forms and requesting invoices [15]

Core Viewpoint - The company Oriental Materials announced a cross-industry investment plan involving a total of 48 million yuan, which includes an investment of 18 million yuan in Suzhou First Element Nanotechnology Co., Ltd. and the establishment of a joint venture named Carbon Nest Technology (Tengzhou) Co., Ltd. [2] Investment Details - The investment consists of a convertible debt of 18 million yuan, which can be converted into equity under certain conditions, and a direct investment of 30 million yuan in the joint venture, giving Oriental Materials a 30% stake [2][5] - The joint venture has a registered capital of 100 million yuan, with First Element contributing 40% through intellectual property or cash [2] Financial Performance of First Element - First Element reported cumulative losses exceeding 5.4 million yuan from 2024 to the first half of 2025, with projected revenues of 10.5 million yuan and a net loss of 4.15 million yuan for 2024, and revenues of 4.73 million yuan with a net loss of 1.32 million yuan for the first half of 2025 [3] Business Rationale - The Shanghai Stock Exchange questioned the commercial rationale behind investing in a loss-making asset, highlighting the significant differences between the core businesses of Oriental Materials and First Element [3] - Oriental Materials defended the investment by emphasizing First Element's status as a national high-tech enterprise and its core product, high-purity carbon nanofibers, which have applications in various battery technologies [3][4] Production Capacity and Market Potential - First Element's subsidiary has a production capacity of 4.67 tons of carbon nanofiber powder and 65.5 tons of carbon nanofiber slurry for 2024 [3] - The joint venture aims to produce 1,000 tons of conductive slurry and 30 million square meters of CNTp-3D current collectors, which is expected to enhance the competitiveness of China's battery industry [7] Shareholder and Management Background - The joint venture includes a former executive of Oriental Materials, who has relevant experience and management capabilities, although the company clarified that there are no conflicts of interest [6] - The intellectual property contributed by First Element has not yet been evaluated for its value [6] Future Risks - The company acknowledged potential risks, including the possibility that First Element may face financing challenges, which could hinder the conversion of debt to equity [7]

Core Viewpoint - The research conducted by the Institute of Metal Research, Chinese Academy of Sciences, has developed a nanocrystalline 304 stainless steel plate (NCP-304) using deep rolling technology, which shows improved high-temperature oxidation resistance, corrosion resistance, and strain fatigue performance compared to conventional 304 stainless steel (TPC-304) [1] Group 1: Material Properties - The nanocrystalline 304 stainless steel exhibits enhanced mechanical and corrosion resistance properties simultaneously, regardless of the interaction between stress and corrosion [1] - The sensitivity to strain rate is reduced in the nanocrystalline 304 stainless steel, indicating better performance under varying conditions [1] Group 2: Industrial Implications - The findings from this research are expected to facilitate the industrialization of nanocrystalline 304 stainless steel plates, promoting lightweight, long-lasting, and energy-efficient devices and equipment related to 304 stainless steel [1] - The study provides a new perspective on understanding the mechanical and corrosion properties from the viewpoint of material valence electronic structure, potentially leading to more universal theories in material science [1]

Group 1 - The core viewpoint of the articles highlights the strategic cooperation between Lanshi Zhongke and Jinchuan Nickel Industry, focusing on the development and application of nanomaterials and powder metallurgy [1][2] - The meeting between the two companies resulted in a consensus on specific cooperation matters, marking a significant advancement in their strategic partnership [1] - Lanshi Zhongke aims to leverage its expertise in nanomaterial preparation and modification to complement Jinchuan Nickel Industry's strong industrial foundation and market resources, promoting the industrialization of new material technologies [1] Group 2 - Jinchuan Nickel Industry's management emphasized the importance of strategic cooperation for industry upgrading and international expansion, highlighting their commitment to deep collaboration with Lanshi Zhongke [1] - The discussions included the application potential of nanotechnology in hard alloy materials, process optimization, and market expansion, further enhancing mutual trust between the two companies [2] - Both companies plan to accelerate the implementation of cooperation projects, aiming to create a model for collaborative development in the new materials industry and contribute to the high-quality development of China's new materials sector [2]

Core Viewpoint - Company Keli Equipment (301552.SZ) is expanding its business into the high-tech barrier nano-coating materials sector, establishing a wholly-owned subsidiary in Lulong County, Qinhuangdao City, which will leverage its technological advantages to create a second growth avenue [1]. Group 1 - Keli Equipment participated in the "Sincere Communication, Delivering Value" event, which is part of the 2025 online collective reception day for listed companies in Hebei [1]. - The company’s general manager, Yu Dejiang, discussed successful cases outside the automotive parts industry during the event [1]. - The establishment of the new subsidiary is aimed at research and preparation of high-tech barrier nano-coating materials, indicating a strategic shift and diversification in the company's operations [1].

Core Viewpoint - The biopharmaceutical industry in China is rapidly developing, with significant growth expected in market size from 257.65 billion yuan in 2018 to 454.17 billion yuan in 2024, and projected to reach 460 billion yuan by 2025 [1][6][4]. Group 1: Definition and Classification - Biopharmaceuticals are products used for prevention, treatment, and diagnosis, developed using principles from microbiology, biology, medicine, biochemistry, and biotechnology [2][4]. - The biopharmaceutical industry can be categorized into biopharmaceuticals, chemical drugs, and modern traditional Chinese medicine, with biopharmaceuticals further divided into blood products, recombinant proteins, vaccines, monoclonal antibodies, and cell therapy products [2]. Group 2: Current Development Status - The development of the biopharmaceutical industry is closely linked to innovations in biotechnology, with significant advancements since the 20th century [4][6]. - China's biopharmaceutical market is still in its early stages but is experiencing strong growth, with biopharmaceuticals becoming a crucial part of the pharmaceutical sector [6][4]. Group 3: Industry Chain - The upstream of the biopharmaceutical industry consists of raw materials, pharmaceutical equipment, and biotechnology, with raw materials primarily sourced from natural biological materials [8]. - The midstream involves the research and production of biopharmaceutical products, while the downstream focuses on sales channels to medical institutions, diagnostic agencies, research units, and consumers [8]. Group 4: Development Environment and Policies - Recent policies have supported and regulated the development of the biopharmaceutical industry, focusing on improving new drug pricing mechanisms, drug price governance, centralized procurement, and medical service standardization [10][12]. Group 5: Competitive Landscape - The biopharmaceutical industry is a strategic emerging industry in China, with notable companies including WuXi AppTec, HengRui Medicine, and BeiGene, among others [13][15]. - Various segments within the biopharmaceutical industry have seen the emergence of leading companies, such as vaccine producers and diagnostic reagent manufacturers [15][20]. Group 6: Development Trends - There is a strong emphasis on developing new vaccines and improving traditional vaccines to meet global health challenges [25]. - The industrialization of antibody drugs and protein drugs is advancing, with significant roles in treating various diseases [26][27]. - Research and product development in diagnostic and detection technologies for major diseases are increasingly utilizing nanomaterials for enhanced sensitivity and specificity [28].

Investment Rating - The report initiates coverage with a "Buy" rating for the company [5]. Core Insights - The company is a leading player in the domestic nano-coating industry, focusing on customized nano-film products and equipment, achieving breakthroughs across multiple fields [1][3]. - The demand for nano-films is expected to grow significantly, driven by innovations in various industries, including consumer electronics, automotive, and healthcare [2][28]. - The company has established a strong market presence by becoming a core supplier for major global clients, including Apple and Xiaomi, and has successfully penetrated both domestic and international markets [11][19]. Summary by Sections 1. Company Overview - Founded in August 2016, the company has developed into a global leader in the nano-coating field, focusing on high-performance, multifunctional nano-films and related services [10][14]. - The company has achieved significant recognition from major clients, having provided nano-coating protection for over 1 billion mobile devices and 700 million earphones [11][19]. 2. Industry Trends - The global nano-film market was valued at approximately $14.18 billion in 2023 and is projected to exceed $66.35 billion by the end of 2032, with a CAGR of 18.7% from 2023 to 2032 [2][45]. - The rise of the Internet of Things (IoT) is expanding the application scenarios for nano-films across various electronic products [42][45]. 3. Technological Capabilities - The company has developed a comprehensive set of core technologies in nano-coating, including equipment manufacturing, material formulation, and customized services, successfully breaking foreign technology monopolies [3][57]. - The company’s proprietary nano-coating equipment has achieved mass production and is designed to meet diverse customer needs, enhancing production efficiency and product quality [57][58]. 4. Financial Projections - The company is expected to see revenue growth from 4.79 billion yuan in 2024 to 11.96 billion yuan by 2027, with net profit projected to increase from 0.45 billion yuan to 2.23 billion yuan during the same period [4][19]. - The earnings per share (EPS) is forecasted to rise from 0.23 yuan in 2025 to 0.66 yuan in 2027, reflecting a positive outlook for the company's financial performance [4][19].