Core Viewpoint - Jiachi Technology is actively expanding its presence in the civilian market, focusing on the development of next-generation electromagnetic wave anechoic chambers and key absorbing materials, as well as the electromagnetic measurement and control sector [1][2][3] Group 1: Civilian Market Expansion - The company is heavily investing in the civilian sector, particularly in two areas: the next-generation electromagnetic wave anechoic chamber system integration and key absorbing materials, and the electromagnetic measurement and control field [2][3] - The new generation electromagnetic wave anechoic chamber has completed the development of key absorbing materials and system integration design capabilities, showcasing significant advantages in low-frequency performance, lifespan, and operational costs, with multiple projects won amounting to several million yuan [2][3] Group 2: Electromagnetic Measurement and Control - The company has established a subsidiary, Chengdu Haojing Electromagnetic Measurement and Control Technology Co., Ltd., to focus on the EMMS (Electromagnetic Functional Materials and Structures) field, addressing the significant demand for testing technology and capabilities in both military and civilian high-density integrated electronic information sectors [3][4] - The establishment of the electromagnetic measurement and control subsidiary is a strategic move to enhance business focus and capability integration, forming a core competitive advantage in the civilian market [3][4] Group 3: Production Capacity and R&D - The company has built the largest YS functional coating material production base in the country, with production capacity meeting current and future order demands, while the YS functional structural components' production capacity is in high demand [3][4] - The company is committed to increasing R&D investment and has formed a competitive talent team in the EMMS field, continuously attracting graduates from well-known universities and nurturing various levels of young talent [4]

濮阳惠成电子材料股份有限公司 证券代码：300481 证券简称：濮阳惠成 公告编号：2025-046 濮阳惠成电子材料股份有限公司 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。 根据《公司法》和《公司章程》的有关规定，经濮阳惠成电子材料股份有限 公司（以下简称"公司"）第五届董事会第二十一次会议审议通过，公司董事会 决定于2025年7月8日召开公司2025年第二次临时股东会，本次股东会采取现场投 票与网络投票相结合的方式进行，具体事项如下： 一、召开会议的基本情况 经公司第五届董事会第二十一次会议审议通过，公司召开2025年第二次临时 股东会；会议召集程序符合有关法律、行政法规、部门规章、规范性文件和《公 司章程》的规定。 （1）现场会议召开时间：2025年7月8日（星期二）下午14:30（北京时间）； （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的时间为： 行网络投票的时间为：2025年7月8日9:15-15:00。 濮阳惠成电子材料股份有限公司 召开，公司股东应选择现场投票、网络投票中的一种方式，如果同一表决权出现 重复投票表决的，以第二次 ...

会议间歇，佳驰科技总经理陈良接受了证券时报.e公司记者的采访。他表示，公司推出激励计划是为了形成持续、稳定的人才培养机制，为国防事业引入更 多的人才，"让员工同公司一起成长，实现企业更好的发展以回报投资者。" 佳驰科技成立于2008年，是国内主要的EMMS提供商。去年12月5日，公司正式在科创板上市，成为A股又一只军工概念股。上市首年，佳驰科技业绩表现 相对稳定，当期实现营收9.57亿元，净利润5.17亿元。 今年5月中旬，佳驰科技推出上市后首份激励计划。公司拟向激励对象授予148.375万股限制性股票，授予价格为27.86元/股。首次授予118.70万股；首次授予 的激励对象合计62人，主要为公司高管、核心技术、中层管理人员及核心骨干等。预留29.675万股。 "公司一直在加大研发投入，同时研发人员增长较大。"陈良表示，到去年年底，公司研发人员数量为148人，占总人数的比例为33.18%。 据了解，EMMS行业为新兴行业，行业内具有产品应用经验的企业较少，开设相关专业的高校亦不足，导致行业内的人才短缺，研发团队的培养也成为了行 业的重要壁垒。 6月3日下午，A股电磁功能材料与结构(下称"EMMS")龙头佳驰 ...

Group 1: Market Performance and Product Advantages - The company's radiation protection materials achieved a doubling growth in 2024, driven by technological leadership, superior product performance, cost advantages, and eco-friendly characteristics [1] - The introduction of lead-free radiation protection materials has opened up the market, supported by core patents and innovative results that establish a technological barrier [2] - The flexible lead-free protection materials match the cost of traditional lead-containing products while eliminating harmful substances, addressing global environmental regulations and the demand for lead-free solutions [2] Group 2: Market Penetration Strategies - The company has leveraged over a decade of technological accumulation to develop high-energy radiation lead-free protection materials, which effectively shield X-rays and γ-rays [2] - Targeting sectors such as medical, security, and food safety, the company has introduced products like medical scatter radiation protection blankets and adapted protective materials for food safety testing [2] - The company has successfully expanded its customer base through participation in exhibitions and academic conferences, collaborating with medical institutions and manufacturers [2] Group 3: Research and Development Breakthroughs - The company focuses on a micro-nano powder technology platform, achieving significant breakthroughs in various projects, including infrared absorption materials and transparent radiation protection materials [3] - The development of metal electronic powders and special ultra-fine metal powders is underway, with products entering customer validation stages [3] - The company plans to continue increasing R&D investment, with a projected R&D expenditure of 88.6 million yuan in 2024, representing a 69% increase and accounting for 9.6% of revenue [4] Group 4: Future Strategic Planning - The company aims to strengthen its core competencies in functional materials through sustained R&D investment, enhancing product performance and value [4] - The long-term investment strategy is designed to accelerate product upgrades and establish differentiated competitive advantages in the market [4] - The company anticipates achieving a revenue of 850.996 million yuan in 2024, reflecting a year-on-year growth of 14.94% [4]

Group 1: Shenzhen Stock Exchange Global Investor Conference - The Shenzhen Stock Exchange held the 2025 Global Investor Conference, emphasizing that investing in China offers higher certainty [1] - The China Securities Regulatory Commission (CSRC) aims to enhance the systematic nature of foreign investment and improve communication mechanisms with international investors [1] Group 2: Huawei's New Product Launch - Huawei officially launched the HUAWEI MateBook Pro, marking a significant breakthrough for domestic operating systems in the personal computer sector [2][3] Group 3: TaiLi Technology's IPO - TaiLi Technology Group officially listed on the Shenzhen Stock Exchange's ChiNext board, issuing 27.07 million new shares at a price of 17.05 yuan per share, with an opening price of 45 yuan, reflecting a 163.93% increase from the issue price [4] - The company specializes in advanced functional materials, having developed key technologies in the nanomaterials field [4] Group 4: Macau Banking Sector - As of March 2025, the proportion of international business in Macau's banking sector increased, with international assets rising from 83.3% to 83.7% of total bank assets [5] - The stability of international liabilities remained at 80.9%, indicating a growing integration of Macau's financial market with international markets [5][6] Group 5: Shenzhen Stock Market Performance - On May 19, the Shenzhen Component Index closed at 10,171.09 points, down 0.08% [7] - TaiLi Technology saw a significant increase in stock price, reaching 54.30 yuan, up 218.48% [8]

Core Viewpoint - New Lai Fu (301323) is actively expanding its production capacity and market presence, particularly in the fields of electronic ceramics and functional materials, while also focusing on improving profitability through automation and strategic market expansion [2][4][11]. Production Capacity and Projects - The second phase of the magnetic material project is progressing well, with a total construction area exceeding 110,000 square meters, and partial production expected to commence by mid-2024 [2]. - The company aims to enhance its production capacity and market share through the new facility, which will alleviate space constraints and support the development of new projects [2]. Financial Performance - In Q1 2025, the company reported a main revenue of 207 million yuan, an increase of 8.59% year-on-year, while net profit decreased by 16.05% to approximately 30.47 million yuan [11]. - The overall gross margin stood at 35.17%, indicating a focus on improving profitability despite challenges in certain segments [11]. Product and Market Strategy - The company plans to expand its market presence in 2025 by targeting various sectors, including advertising, radiation protection materials, and electronic ceramics, with a focus on high-value applications [4][5]. - In the MIM (Metal Injection Molding) project, the company is addressing production challenges and aims to achieve profitability by enhancing production efficiency and focusing on high-value clients [3]. Research and Development - The company is committed to maintaining high R&D investment levels, leveraging its strong financial position to drive innovation and product development [7]. - Recent advancements include breakthroughs in infrared absorption materials and transparent radiation protection materials, which are expected to enhance market competitiveness [10]. Competitive Advantages - The company boasts several competitive advantages, including a rich patent portfolio, advanced production automation, and a strong international market presence [9]. - Its focus on green and high-performance materials positions it well to meet increasing global demand for environmentally friendly products [6]. Future Outlook - The company is optimistic about the future of its MIM project and plans to increase R&D and market investments to drive growth [3]. - It aims to expand its international market footprint, particularly in emerging regions, while enhancing its product offerings in established markets [10].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：300340 证券简称：科恒股份 公告编号：2025-044 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。 特别提示： 公司现金分红方案未触及《深圳证券交易所创业板股票上市规则》第9.4条规定的能被实施其他风险警 示的相关情形。 三、现金分红方案的具体情况 1、不触及其他风险警示情形 2、不触及其他风险警示情形的具体原因 公司2022年度、2023年度、2024年度均未进行现金分红，但鉴于公司各会计年度净利润均为负值，因此 不触及《深圳证券交易所创业板股票上市规则》第9.4条第（八）项规定的可能被实施其他风险警示情 形。 3、现金分红方案合理性说明 根据《中华人民共和国公司法》《深圳证券交易所上市公司自律监管指引第2号——创业板上市公司规 范运作》《关于进一步落实上市公司现金分红有关事项的通知》《深圳证券交易所上市公司监管指引第 3号——上市公司现金分红》《公司章程》等相关规定，鉴于2024年度实现的可分配利润为负，并综合 考虑公司当前业务发展情况及后续日常经营发展对资金的需求，公司2024年度利润 ...

中航证券近日发布佳驰科技（688708）2024年年报点评：军民双翼协同发展，实现 EMMS领域自主可控。 以下为研究报告摘要： 事件：公司4月18日公告，2024年实现营收（9.57亿元，-2.45%），归母净利润（5.17亿 元，-8.23%），，毛利率（76.84%，0.07pcts），净利率（54.06%，-3.4lpcts)。2404实现营 收C3.68亿元、同比+34.98%，环比+66.91%），归母净利润(1.97亿元同比+11.71%，环比 +80.93%）.毛利率（76.18%，同比+0.36pcts，环比+0.69pcts），净利率（53.51%，同 比-11.15pcts，环比+4.15pcts） 我国主要的电磁功能材料与结构(EMMS）提供商。公司于2024年12月在科创板上市， 始终专注于装备隐身、电磁兼容等领域的技术研发产品涵盖隐身功能涂层材料、隐身功能结 构件、隐身维护材料、电磁兼容材料，此外，公司新布局的新一代电波暗室总体设计集成及 关键吸波材料产品在低频性能、使用寿命、运维成本方面有显著优势，同时材料阻燃性能优 异。公司产品以军用产品为主，主要应用于航空领域，同时已布局航船 ...

本次发行股票拟在创业板上市，创业板公司具有创新投入大、新旧产业融合存在不确定性、 尚处于成长期、经营风险高、业绩不稳定、退市风险高等特点，投资者面临较大的市场风 险。投资者应充分了解创业板的投资风险及本公司所披露的风险因素，审慎作出投资决定。 广州新莱福新材料股份有限公司 Guangzhou Newlife New Material CO., LTD （住所：广州经济技术开发区永和经济区沧海四路 4 号） 首次公开发行股票并在创业板上市 招股说明书 保荐人（主承销商） 广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座 广州新莱福新材料股份有限公司 招股说明书 声明 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对发行人注 册申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其对发行人 的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任何与之相反的 声明均属虚假不实陈述。 根据《证券法》规定，股票依法发行后，发行人经营与收益的变化，由发行人自 行负责；投资者自主判断发行人的投资价值，自主作出投资决策，自行承担股票依法 发行后因发行人经营与收益变化或者股票价格变动引 ...

本次发行股票拟在创业板上市，创业板公司具有创新投入大、新旧产业融合存在不确定性、 尚处于成长期、经营风险高、业绩不稳定、退市风险高等特点，投资者面临较大的市场风 险。投资者应充分了解创业板的投资风险及本公司所披露的风险因素，审慎作出投资决定。 广州新莱福新材料股份有限公司 Guangzhou Newlife New Material CO., LTD （住所：广州经济技术开发区永和经济区沧海四路 4 号） 首次公开发行股票并在创业板上市 招股意向书 保荐人（主承销商） 广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座 广州新莱福新材料股份有限公司 招股意向书 声明 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对发行人注 册申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其对发行人 的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任何与之相反的 声明均属虚假不实陈述。 根据《证券法》规定，股票依法发行后，发行人经营与收益的变化，由发行人自 行负责；投资者自主判断发行人的投资价值，自主作出投资决策，自行承担股票依法 发行后因发行人经营与收益变化或者股票价格变动引 ...