登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603601 证券简称：再升科技 公告编号：临2025-083 债券代码：113657 债券简称：再22转债 重庆再升科技股份有限公司 关于控股股东减持股份计划公告 重要内容提示： ● 大股东及一致行动人持股的基本情况 截至本公告披露日，郭茂先生持有重庆再升科技股份有限公司（以下简称"公司"）无限售条件流通股 372,062,408股，占公司总股本的36.12%；郭思含女士持有公司无限售条件流通股2,100,000股，占公司 总股本的0.20%。郭茂先生与郭思含女士为一致行动人，合计持有公司无限售条件流通股374,162,408 股，合计占公司总股本的36.32%。 ● 减持计划的主要内容 公司于近日收到郭茂先生出具的《关于拟减持重庆再升科技股份有限公司股份的通知函》。因自身资金 需求，郭茂先生拟自本公告披露之日起15个交易日后的3个月内，通过集中竞价及大宗交易的方式减持 公司股份不超过30,903,906股，减持比例不超过公司总股本的3%。若减持期间公司发生送股、资本公积 转增股本、增发新股、股份回购、可转债转股等股份变动事项，上述减持股份数量将相 ...

撰稿/朱之焱 编辑/杨墨含 2024年净利润擦线4000万，关联交易增色不少 2022年、2023年、2024年（以下简称"报告期"），杰特新材营业收入分别为1.82亿元、2.08亿元、2.29亿元，扣非归母净利润分别为1573.93万元、3305.89 万元、4025.91万元。 玻纤是一种高性能无机非金属材料，其制品具有防火阻燃、耐高温、耐候、降噪、防水、防风、遮阳、绝缘等多项优异性能。在我国工业用玻纤布这一领 域，目前行业集中度较低，生产厂家数量众多且以中小企业为主，叠加产品种类同质化现象严重，竞争较为激烈。 嘉兴杰特新材料股份有限公司（以下简称"杰特新材"）主要从事工业用玻纤布的研发、生产与销售，产品包括玻纤基布、涂层布、化纤基布等。公开信息 显示，杰特新材正在冲刺北交所IPO，自2024年6月25日上市申请获得受理以来，已经完成两轮审核问询。 最近两年，杰特新材的营业收入和净利润双双增长，不过，即便是2023年扣非归母净利润同比增长率达到110.04%，公司利润规模仍较小，2024年进一步 上升后不过是4025.91万元，而且其中相当一部分还是由关联交易贡献。 交易所注意到，杰特新材向关联方宇立新材 ...

菲利华 20250923 菲利华公司的核心竞争力总结为"四最"：做得最早、产业链最齐全、客户最 多、性能最优。首先，公司通过子公司中益新材开展石英电子布业务，中益新 材成立于 2016 年，其领导团队来自国内波纤编织技术实力强大的红河公司。 此外，中益新材具备完整产业链，并拥有广泛客户基础和优异产品性能。这些 优势使菲利华在特种玻纤市场中占据领先地位。 中益公司在特种玻纤领域的战略定位是什么？ 摘要 AI 发展推动电路传输速率提升，对覆铜板的低损耗要求日益严格，马九 级别覆铜板因其极低的介电损耗（DF 值）成为高速传输的理想选择。 石英材料以其极低的 DF 值和较低的热膨胀系数，成为制作马九级别覆 铜板的理想材料，尤其适用于先进封装领域。 菲利华在石英电子布领域具备"四最"核心竞争力：最早进入市场、产 业链最齐全、客户最多、性能最优，巩固了其在特种玻纤市场的领先地 位。 菲利华是全球唯一能够实现从石英砂提纯到电子布生产四个环节全自主 可控的企业，确保了产品质量和供应链的稳定性。 菲利华通过与生益科技、松下等下游客户的战略合作，不断改进产品， 其石英电子布 DF 值已达到全球领先水平（5%~7%）。 菲利华计划 ...

Core Viewpoint - The company plans to increase capital for its wholly-owned subsidiary, Huangshi Honghe Electronic Materials Technology Co., Ltd., through a debt-to-equity swap amounting to 300 million RMB, raising the subsidiary's registered capital from 700 million RMB to 1 billion RMB [2][3][6]. Group 1: Capital Increase Overview - The capital increase will be executed via a debt-to-equity swap, where the company will convert its 300 million RMB debt owed by Huangshi Honghe into equity [6]. - The registered capital of Huangshi Honghe will increase from 700 million RMB to 1 billion RMB following the capital increase [3][6]. - The board of directors approved the capital increase on September 19, 2025, and it does not require shareholder approval as it does not constitute a related party transaction or a major asset restructuring [4][11]. Group 2: Subsidiary Information - Huangshi Honghe is a wholly-owned subsidiary of the company, with a registered capital of 700 million RMB and located in Hubei Province [5]. - The subsidiary's business scope includes manufacturing and sales of fiberglass and synthetic materials, as well as import and export activities [5]. Group 3: Impact of Capital Increase - The capital increase is expected to enhance the business development of Huangshi Honghe and strengthen the overall capabilities of the company [7]. - The capital increase will not adversely affect the company's normal operations or its consolidated financial statements, as it does not constitute a major asset restructuring [7].

截至发稿，宏和科技市值为342亿元。 2024年1至12月份，宏和科技的营业收入构成为：电子级玻璃纤维布占比93.47%，电子级玻璃纤维纱占 比6.44%，其他业务占比0.1%。 每经AI快讯，宏和科技（SH 603256，收盘价：38.91元）9月19日晚间发布公告称，为满足公司全资子 公司黄石宏和业务经营需要，公司拟以债转股的方式对黄石宏和进行增资3亿元人民币，黄石宏和注册 资本拟由7亿元人民币增加至10亿元人民币。 （记者 王晓波） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 每经头条（nbdtoutiao）——5万亿ETF的370名基金经理薪酬大揭秘！他们的日常工作，就是跟着指数 买股票吗？ ...

天眼查App显示，近日，河北雄安霖丰玻纤制品有限公司成立，法定代表人为陈利平，注册资本100万 人民币，经营范围为一般项目：玻璃纤维及制品制造;玻璃纤维及制品销售;非金属矿物制品制造;非金属 矿及制品销售;建筑防水卷材产品销售;涂料销售（不含危险化学品）;保温材料销售（除依法须经批准的 项目外，凭营业执照依法自主开展经营活动）。 ...

Group 1 - The company, Changhai Co., Ltd. (300196.SZ), has indicated its involvement in the solid-state battery sector through its production of fiberglass and epoxy resin composites, which can be utilized for battery pack housings or covers, achieving lightweight and high-strength insulation protection [2]

Group 1: AI Server Demand and PCB Market Growth - The rapid development of artificial intelligence technology is driving strong demand for AI servers, with global shipments expected to reach 1.98 million units in 2024, accounting for 12.1% of the overall server market [1] - PCB market value is projected to be $73.565 billion in 2024, with a year-on-year growth of 5.8%, and is expected to reach $94.661 billion by 2029, reflecting a compound annual growth rate (CAGR) of 5.2% from 2024 to 2029 [1] Group 2: Technological Advancements in Electronic Fabrics - The ongoing iteration of technology in the downstream sector is driving upgrades in electronic fabric products, with the third generation of electronic fabrics expected to see accelerated demand as chip manufacturers research 224G high-speed interconnect technology [2] - The global market for third-generation electronic fabrics is anticipated to reach $720 million in 2024, with sales projected to grow to $3.127 billion by 2031, representing a CAGR of 23.3% from 2025 to 2031 [2] Group 3: Domestic Replacement Progress and Key Companies - China Jushi is actively advancing the development of specialty electronic fabric products and is expected to continue its momentum due to its advantages in R&D and cost control [3] - China National Materials Technology has established itself as a domestic leader in Low-DK fabric, with plans to increase production capacity from 26 million meters to 35 million meters by 2025 [3] - Honghe Technology has successfully validated its first and second generation low dielectric electronic fabrics and plans to invest 720 million yuan in high-performance glass fiber production lines [3] - International Composites is a pioneer in the development of low dielectric glass fiber products, with its second-generation LDK products showing a 20% reduction in dielectric loss compared to the first generation [3]

Investment Rating - The industry investment rating is optimistic (first-time rating) [2] Core Insights - The rapid development of artificial intelligence (AI) technology is driving strong demand for AI servers, which is expected to reach 1.981 million units globally in 2024, accounting for 12.1% of the overall server market. This demand is projected to grow by 24.3% to 2.4611 million units in 2025 [2][14] - The demand for printed circuit boards (PCBs) is expected to increase significantly due to the rising AI server penetration, with global PCB output valued at $73.565 billion in 2024, representing a year-on-year growth of 5.8% [2][14] - The market for third-generation electronic fabrics (Q fabric) is anticipated to grow from $720 million in 2024 to $3.127 billion by 2031, with a compound annual growth rate (CAGR) of 23.3% from 2025 to 2031 [4][19] Summary by Sections 1. Electronic Fabric Product Upgrades - Electronic fabrics are critical materials in the electronic information industry, with continuous technological upgrades driven by the demand for high-frequency and high-speed signal transmission in advanced applications such as 5G and AI [7][9] - The evolution of electronic fabrics is categorized into three generations: first-generation (alkali-free glass fiber), second-generation (modified glass fiber), and third-generation (Q fabric/quartz fiber), each targeting different market needs [9][12] 2. Steady Progress in Domestic Substitution - The domestic substitution process is advancing steadily, with key companies like China Jushi, Zhongcai Technology, Honghe Technology, and International Composite Materials making significant strides in product development and capacity expansion [19][20] - China Jushi holds a 23% global market share in electronic fabrics, while Zhongcai Technology has established itself as a leader in low-DK fabric production, with plans to increase capacity significantly [19][20] - Honghe Technology and International Composite Materials are also expanding their production capabilities to meet the growing demand for high-performance electronic fabrics [20] 3. Market Dynamics and Future Outlook - The capital expenditure of major cloud service providers (CSPs) is on the rise, indicating a sustained demand for AI infrastructure, which is expected to further drive the need for high-end electronic fabrics [17][18] - The report highlights the importance of technological advancements in the electronic fabric sector, particularly in meeting the stringent requirements of high-frequency applications [4][19]

Core Insights - The company reported a significant increase in revenue and net profit for the first half of 2025, with operating income reaching 718 million yuan, a year-on-year growth of 26.09%, and net profit attributable to shareholders amounting to 44.29 million yuan, a substantial increase of 145.18% [1][2] Financial Performance - The company's net profit after deducting non-recurring gains and losses was 38.24 million yuan, reflecting a year-on-year growth of 152.23%, indicating an improvement in profit quality [1] - The net cash flow from operating activities was 83.86 million yuan, and financial expenses decreased by 29.01% [2] - Total assets reached 2.83 billion yuan, a growth of 5.16% compared to the beginning of the year, while net assets attributable to shareholders increased by 6.41% to 1.25 billion yuan [2] Product Performance - Revenue from fiberglass and related products was 367 million yuan, a year-on-year increase of 16.60%, while revenue from fiberglass reinforced plastic products surged by 37.78% to 326 million yuan, becoming a key driver of performance growth [1] - The mainland market contributed 533 million yuan in revenue, marking a 44.27% increase and accounting for 74.24% of total revenue [1] Industry Trends - The company's fiberglass reinforced plastic products are widely used in key components such as wind turbine blades, benefiting from the expansion of domestic wind power installations, which has driven rapid growth in related business [1] - The company plans to continue focusing on "new energy, new materials, and energy conservation and emission reduction," aiming to optimize product structure and extend the industrial chain to consolidate its competitive advantage amid industry recovery [2] Research and Development - Research and development investment amounted to 30.83 million yuan, representing 4.29% of operating income, with five new patents added, bringing the total to 123 effective patents, including 41 invention patents [1]