（原标题：凯盛新材(301069.SZ)：生产的高纯度电池级氯化亚砚已向相关生产企业供货) 格降汇10月11日丨凯盛新材(301069.SZ)在投资者互动平台表示，公司生产的高纯度电池级氨化亚观已向相关牛产企业供货，公司正在紧密跟踪机 器人等领域对于轻量化特种材料的发展动向并积极开拓国内外市场。 相关ETF 食品饮料ETF (产品代码: 515170) ★ 跟踪：中证细分食品饮料产业主题指数 近五日涨跌:0.86% 市盈率： 20.30倍 资金流向: 最新份额为87.4亿份,减少 了450.0万份,主力资金净 流出3.3万元。 估值分位:19.11% 游戏ETF (产品代码：159869) ★ 跟踪：中证动漫游戏指数 近五日涨跌: -- 资金流向: 最新份额为70.8亿份, 增加 了4.0亿份,主力资金净流 出2.0亿元。 估值分位:66.29% 科创半导体ETF (产品代码: 588170) ★ 跟踪：上证科创板半导体材料设备主题指数 近五日涨跌: 1.89% 资金流向: 最新份额为18.0亿份,减少 了4200.0万份,主力资金净 流出5179.0万元。 云计算50ETF (产品代码: 516630) ★ ...

凯盛新材9月19日在互动平台表示，截止目前，公司未与索尔纬、阿科玛公司建立合作关系。公司自研 自产的PEKK产品已被通用型材、喷涂、新能源汽车、军工航空航天等领域的终端客户所应用，同时， 公司也在紧密跟踪电子信息（半导体）、康复医疗器械、机器人等领域对于轻量化特种材料的发展动向 并积极开拓国内外市场。 ...

Core Viewpoint - The company has established a significant production capacity for PEKK products, which is currently meeting customer demand and is being applied in various industries such as general materials, coatings, new energy vehicles, and military aerospace [1] Group 1: Company Performance - In Q1 2025, the company achieved a revenue of 269 million yuan, representing a year-on-year growth of 12.28% [1] - The net profit attributable to the parent company for the same period was 31 million yuan, showing a year-on-year increase of 19.35% [1] Group 2: Market Applications and Expansion - The company's PEKK products are utilized in multiple sectors, including general materials, coatings, new energy vehicles, and military aerospace [1] - The company is actively tracking developments in lightweight special materials for electronic information (semiconductors), rehabilitation medical devices, and robotics, while also expanding its domestic and international markets [1]

Group 1: Research Basic Information - The research object is Kaisheng New Materials, belonging to the chemical raw materials industry, and the reception time was on May 15, 2025. The company's reception staff included Wang Ronghai, the director, deputy general manager, and board secretary, and Yang Ziguang, the director of the board office and the representative of securities affairs [17] Group 2: Detailed Research Institutions - The reception objects include investors' online questions and others [20] Group 3: Main Content Company Product and Business - Since the PEKK project was put into production, both the production and shipment volume have been increasing. The product has been applied by terminal customers in fields such as general profiles, spraying, new energy vehicles, and military aerospace. The company is also paying close attention to the market demand for lightweight special materials in fields such as electronic information (semiconductor), rehabilitation medical devices, and robots [24][27][28] - In 2025, the demand from the downstream agro - chemical sector for the company's products has increased, and the company's overall business situation has improved quarter - on - quarter. For details of the fundraising projects, refer to the company's annual report and special report on the use of raised funds [25] - The company's revenue and net profit in the first quarter of 2025 increased both year - on - year and quarter - on - quarter, mainly due to the increased demand from the downstream agro - chemical sector and the increase in product gross profit [27] Company Financial Policy - The company's 2024 annual general meeting of shareholders has authorized the board of directors to decide whether to conduct an appropriate mid - year dividend in 2025 based on the actual operating performance, capital use plan, and undistributed profit situation [26] Product Comparison - PEKK and PEEK are both polyaryletherketone polymers. PEKK is a copolymer with an adjustable melting temperature between 280 - 390°C, has a wider processing window, lower production cost, and slower crystallization speed compared to PEEK [29]

Group 1: Company Performance and Market Demand - The company's PEKK product output and shipment volume have been increasing since its launch, with applications in various sectors including general profiles, coatings, new energy vehicles, and aerospace [1] - In 2025, the demand from the agricultural chemical sector has increased, leading to improved overall business performance [2] - The first quarter of 2025 saw a year-on-year and quarter-on-quarter increase in revenue and net profit, primarily due to rising demand from the agricultural chemical sector and increased product margins [2] Group 2: Financial and Operational Updates - The company has received authorization from the 2024 annual general meeting to decide on the 2025 interim profit distribution based on actual operating performance and retained earnings [2] - Specific details regarding the fundraising projects and new factory output can be found in the company's annual report and special report on fundraising usage [2] Group 3: Product Comparison and Advantages - PEKK and PEEK are both polyaryletherketone polymers with some functional similarities, but PEKK offers adjustable melting temperatures and lower production costs compared to PEEK [3] - PEKK's molecular structure provides greater rigidity and slower crystallization speed, reducing the risk of cracking during coating production [3]