格隆汇10月9日丨沃尔核材(002130.SZ)在投资者互动平台表示，具身智能机器人线缆对线材的线径、弯 扭性能等要求较高，公司对应的动力线、编码线、USB线和同轴线等可用于具身智能机器人的动力、通 信和视觉信号传输；公司的电子材料产品热缩管也可广泛应用于机器人领域。公司将积极加大研发投入 和市场拓展力度，把握行业机遇，持续拓展公司业务发展空间。 ...

唯特偶在国内微电子焊接材料领域处于领先地位，特别是锡膏、助焊剂细分赛道优势突出。公司通 过"外引内研"双轮驱动，实现从单一电子装联材料板块到"电子装联材料 + 可靠性材料"双板块的跨越发 展。其核心竞争力体现在技术、客户资源和规模三方面。技术上，自主研发能力强；客户资源方面，合 作客户超4000家，客户黏性高；规模上，上市后资金和人才增强，在成本控制等方面优势明显。 9月26日，唯特偶（301319）接受浙商证券、百嘉基金等7家机构特定对象调研，公司投资部总经理钟 科、证券事务专员潘露璐接待了来访机构。调研中，公司介绍了基本情况、核心竞争优势，并就上半年 业绩增长、可靠性材料板块业务、经营策略等多个方面进行了交流。 核心竞争优势显著 上半年，公司成本控制受战略性投入加大等因素影响。为此，公司采取优化业务流程、加强资金管理等 措施降低运营成本，提升资金使用效率。各部门协同发力，通过降本增效和数字化管理保障高质量发 展，并通过套期保值稳定利润。目前各主要产品线根据订单合理生产出货，产能利用率整体处于正常高 效区间。 下半年规划与发展机遇 下半年，公司将聚焦战略新兴赛道，以产品高端化、成本精细化、运营数字化为抓手实 ...

Group 1 - The core viewpoint of the news is that Honghe Technology's stock has experienced a decline of 5.29%, with a current price of 38.17 CNY per share and a total market capitalization of 33.579 billion CNY [1] - Honghe Technology specializes in the research, production, and sales of mid-to-high-end electronic-grade fiberglass cloth, with its main business revenue composition being: thin cloth 37.30%, ultra-thin cloth 24.56%, extremely thin cloth 20.00%, special cloth 6.93%, thick cloth 6.54%, yarn 4.12%, and others 0.55% [1] Group 2 - From the perspective of fund holdings, Guolian Fund has a significant position in Honghe Technology, with its Guolian IoT Theme A fund holding 34,500 shares, accounting for 2.19% of the fund's net value, ranking as the eighth largest holding [2] - The Guolian IoT Theme A fund has shown a year-to-date return of 44.62% and a one-year return of 111.28%, ranking 1409 out of 8172 and 418 out of 7995 respectively [2] - The fund manager, Zhao Fei, has a tenure of 10 years and 136 days, with the fund's total asset size currently at 272 million CNY [2]

会议对公司第四届董事会第八次会议及第四届监事会第四次会议提请审议的《关于部分募投项目结项并 将节余募集资金永久补充流动资金的议案》进行了表决。表决结果显示：同意195,357,324股，占出席会 议股东（含网络投票）所持有表决权股份总数的99.4330%；反对613,620股，占比0.3123%；弃权 500,445股，占比0.2547%。其中，出席会议的中小股东表决结果为：同意23,105,320股，占出席会议中 小股东（含网络投票）所持有表决权股份总数的95.4001%；反对613,620股，占比2.5336%；弃权 500,445股，占比2.0663%。 近日，晶瑞电子材料股份有限公司（证券代码：300655，证券简称：晶瑞电材；债券代码：123124，债 券简称：晶瑞转2）发布了2025年第四次临时股东大会决议公告。此次股东大会于2025年9月16日成功召 开，会议审议了相关议案并产生重要决议。 本次股东大会由公司董事会召集，此前于2025年8月23日在巨潮资讯网发布了召开通知，所有议案均已 依法披露。会议采用现场表决与网络投票相结合的方式进行，现场会议于9月16日下午14:30在公司三楼 会议室召开 ...

天眼查App显示，近日，厦门介瀚科技有限公司成立，法定代表人为张洪，注册资本50万人民币，经营 范围为一般项目：工程和技术研究和试验发展；非金属矿物制品制造；玻璃纤维及制品制造；未封口玻 璃外壳及其他玻璃制品制造；电子专用材料制造；玻璃纤维及制品销售；电子专用材料销售；非金属矿 及制品销售；电子产品销售；机械设备销售；机械电气设备销售；技术推广服务；新材料技术推广服 务。（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）。 ...

LGChem,Ltd.及乐金化学（广州）信息电子材料有限公司（简称"LG化学"）原系盛波光电偏光片保护膜 和涂层材料的长期原材料供应商，盛波光电向LG化学购买偏光板素材合作始于2018年，由于LG化学已 将偏光板素材事业部出售给合肥新美，并已于2025年1月23日完成交割，原有的业务、生产及产品供应 等均转移至合肥新美及其子公司。为保障偏光片产品生产所需原材料的供应稳定性和安全性，盛波光电 仍需继续采购上述原材料，拟与合肥新美及其子公司开展采购合作。 格隆汇9月12日丨深纺织Ａ(000045.SZ)公布，子公司深圳市盛波光电科技有限公司（简称"盛波光电"） 拟与合肥新美材料科技有限责任公司（简称"合肥新美"）及其子公司开展PET保护膜和涂层材料等偏光 片用原材料采购合作，预计2025年交易总额不超过人民币19,300万元，去年与上述交易对方未有同类交 易发生。 ...

Group 1 - The core point of the article is that Honghe Technology's stock has experienced a decline of 5.15%, with a current price of 40.11 CNY per share and a total market capitalization of 35.286 billion CNY [1] - Honghe Technology specializes in the research, production, and sales of mid-to-high-end electronic-grade fiberglass cloth, with its main business revenue composition being: thin cloth 37.30%, ultra-thin cloth 24.56%, extremely thin cloth 20.00%, special cloth 6.93%, thick cloth 6.54%, yarn 4.12%, and others 0.55% [1] Group 2 - Honghe Technology's major circulating shareholder is Huashang Fund, which has a fund named Huashang Advantage Industry Mixed A (000390) that entered the top ten circulating shareholders in the second quarter, holding 3.5816 million shares, accounting for 0.41% of circulating shares [2] - The fund has reported a year-to-date return of 79.19% and a one-year return of 105.25%, ranking 130 out of 8254 and 327 out of 8037 respectively [2] Group 3 - The fund manager of Huashang Advantage Industry Mixed A is Zhang Mingxin, who has been in the position for 182 days, with the fund's total asset size at 4.24 billion CNY and the best return during his tenure being 77.78% [3] Group 4 - Another fund, Huashang Balanced Growth Mixed A (011369), also holds shares in Honghe Technology, with 447,100 shares, representing 3.58% of the fund's net value, and has reported a floating loss of approximately 974,700 CNY [4] - This fund has a year-to-date return of 95.79% and a one-year return of 142.44%, ranking 50 out of 8254 and 76 out of 8037 respectively [4] Group 5 - Zhang Mingxin is also the fund manager for Huashang Balanced Growth Mixed A, with the same tenure of 182 days and a total asset size of 4.24 billion CNY, achieving a best return of 77.78% during his management [5]

Company Overview - Tiantong Co., Ltd. (SH 600330) announced its board meeting held on August 23, 2025, to review the 2025 semi-annual report and summary [1] - As of the report, Tiantong's market capitalization stands at 11.2 billion yuan [1] Revenue Composition - For the year 2024, Tiantong's revenue composition is as follows: - Electronic materials manufacturing and sales account for 73.59% - Specialized equipment and custom products account for 22.59% - Other businesses account for 3.82% [1]

Meeting Overview - The company will hold its third extraordinary general meeting of shareholders on August 28, 2025 [1][2] - The meeting will be convened by the company's board of directors and is compliant with relevant laws and regulations [1][5] Meeting Details - The meeting will take place at 14:50 on August 28, 2025, with network voting available from 9:15 to 15:00 on the same day [2][3] - Shareholders can participate either in person or through authorized representatives [4][5] Voting Procedures - Shareholders must choose between on-site voting and network voting, with duplicate votes being invalidated [4] - The equity registration date is set for August 19, 2025, allowing all registered shareholders to attend [5][6] Agenda Items - The meeting will discuss several proposals, including special resolutions requiring a two-thirds majority for approval [8] - The results of the votes will be disclosed separately for minority investors [8] Registration Information - Registration for the meeting is required, with specific procedures outlined for both corporate and individual shareholders [9][11] - The registration period is from 9:00 to 11:00 and 14:00 to 17:00 on August 20, 2025 [11][12] Contact Information - For inquiries, shareholders can contact the company via provided phone numbers and email [13]

Group 1 - Ningbo Xinlaifu New Materials Co., Ltd. has been established with a registered capital of 20 million yuan [1] - The company's business scope includes manufacturing electronic special materials, selling sanitary products and disposable medical supplies, and producing magnetic materials [1] - Xinlaifu holds 100% ownership of the newly established company [1]