总投资：55,000 万元 格隆汇10月8日丨沃顿科技(000920.SZ)公布，公司近日收到南京江北新区管理委员会行政审批局出具的 《江苏省投资项目备案证》，主要内容如下： 项目名称：膜用材料及膜组件能力提升项目(一期)项目 法人：沃顿科技股份有限公司 建设地点：江苏省南京市江北新区新材料科技园项目 ...

值得注意的是，本次公告事项仅为获得政府部门对上述项目的备案。项目投资事项尚需履行内部审批等 程序，并且受到政策、市场、环境等多种风险因素影响，存在较大不确定性。最终项目投资方案以公司 最终审议通过为准。同时，本次项目投资事项不构成关联交易，也不构成《上市公司重大资产重组管理 办法》规定的重大资产重组。沃顿科技表示，将根据项目进展情况及时履行相应的审批程序和信息披露 义务，在此提醒广大投资者注意投资风险。 登录新浪财经APP 搜索【信披】查看更多考评等级 market沃顿科技股份有限公司（证券代码：000920，证券简称：沃顿科技）于2025年10月9日发布公告 称，公司近日收到南京江北新区管理委员会行政审批局出具的《江苏省投资项目备案证》。 该投资项目名称为膜用材料及膜组件能力提升项目（一期），项目法人为沃顿科技股份有限公司，建设 地点位于江苏省南京市江北新区新材料科技园，项目总投资55,000万元，即5.5亿元 。 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资 ...

长阳科技（688299.SH）9月17日在投资者互动平台表示，公司独家开发的具有超高孔隙率、超大孔 径、可压缩性高的电解质复合膜基膜已取得该行业国内外头部及腰部客户的企业订单。该产品市场需求 尚未放量，收入金额较小，短期内不会对公司经营业绩产生重大影响，敬请投资者注意投资风险。其他 公司研发情况您可以咨询相关公司。 （记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：贵司独家开发的具有超高孔隙率、超大孔径、可压缩 性高的电解质复合膜基膜产品可广泛用于硫化物，氧化物和聚合物电解质等技术路线上。请问是否有竞 争对手开发的基膜同样具备超高孔隙率、超大孔径、可压缩性高这些特点？ ...

点击查看公告原文>> 责任编辑：小浪快报 调研精彩要点上半年利润增长原因：主要得益于反渗透膜销售增长，特别是海水淡化膜等高端产品贡献 了较高毛利，同时规模效应促使毛利率提升。膜业务下游行业：公司膜材料应用于水资源深度处理、物 料浓缩分离等场景，下游行业高度分散，涵盖煤化工、电力、冶金、食品、制药、市政水处理等。目前 没有单一行业收入占比超10%，传统行业占比较高，仍是主要收入来源。海外业务情况：海外收入占比 约30%，目前主要通过与当地经销商合作开展业务，同时逐步建设自有海外售后服务团队。产能相关： 目前公司处于满产状态，能满足市场需求。年报披露的设计产能较为保守，实际可通过升级设备、提升 生产效率和自动化程度提升产能。扩产计划将依据市场需求而定，公司生产基地有富余场地，具备快速 启动新产线建设能力，产能不会成为销售瓶颈。 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容 ...

Group 1: Financial Performance - The main reason for the profit growth in the first half of the year is attributed to the increase in sales of reverse osmosis membranes, particularly high-end products like seawater desalination membranes, which contributed to higher gross margins. Additionally, economies of scale have also boosted the gross margin [2]. Group 2: Industry Application and Revenue Sources - The company's membrane materials are widely used in water resource deep treatment, material concentration, and separation. The downstream industries are highly diversified, including coal chemical, power, metallurgy, food, pharmaceuticals, and municipal water treatment. Currently, no single industry accounts for more than 10% of revenue, with traditional industries still being the main revenue source [2]. Group 3: Market and Production Capacity - The domestic production rate of reverse osmosis membranes in the semiconductor industry is still low, currently in the early stages of promotion, and will require time for significant growth [3]. - Overseas revenue accounts for approximately 30%, primarily through partnerships with local distributors, while gradually building its own overseas after-sales service team [3]. - The current capacity utilization is at full production, meeting market demand. The design capacity disclosed in the annual report is conservative, and actual operations can further enhance capacity through equipment upgrades and increased production efficiency [3]. - Future capacity expansion plans depend on market demand, with the production base having surplus space and the ability to quickly initiate new production line construction, ensuring that capacity will not become a sales bottleneck [3].

Core Viewpoint - The company has established mature mass production capabilities in the high-end release film sector, with stable production and supply of related products [1] Group 1: Product Development and Applications - The company is exploring the application of ultra-thin high-end release films in small-sized MLCCs and is aware of their potential impact on the performance enhancement of AI computing servers [1] - The company is actively monitoring advancements in the electronic skin technology field and maintains technical exchanges and information communication with various parties [1] Group 2: Future Collaborations - The company will announce any substantial cooperation progress in the electronic skin field that meets disclosure standards in a timely manner [1]

Core Viewpoint - Toray Industries has developed a highly efficient ultrafiltration membrane that maintains high permeability while reducing the load on subsequent reverse osmosis membranes, leading to stable long-term production of high-quality reclaimed water [1] Group 1: Technology and Innovation - The new ultrafiltration membrane technology can lower water treatment costs and reduce carbon dioxide emissions from the replacement and disposal of reverse osmosis membranes by over 30% [1] - Traditional ultrafiltration membranes struggle to remove common biopolymers in wastewater, necessitating frequent chemical cleaning of reverse osmosis membranes, which increases both water production costs and carbon emissions [1] - Toray's membrane structure was carefully evaluated based on observations from large synchrotron radiation facilities and simulation technology, allowing for precise control of polymer materials and manufacturing processes [1] Group 2: Performance and Applications - The newly developed ultrafiltration membrane achieves superior removal performance and high permeability, with test results showing that it can reduce the permeation of pollutants to less than one-third of Toray's existing products [1] - This technology is applicable in the treatment of domestic wastewater as well as the reclamation of industrial wastewater in sectors such as chemicals, steel, and textiles, reducing the need for chemical cleaning and operational issues associated with reverse osmosis membranes, thereby extending their lifespan [1]

Core Viewpoint - Long阳 Technology (688299.SH) reported a significant decline in revenue and net profit for the first half of 2025, primarily due to strategic reductions in low-margin product lines and substantial impairment losses on fixed assets and construction projects [1][2]. Financial Performance - The company achieved operating revenue of 525 million yuan, a year-on-year decrease of 18.81% [1]. - The net profit attributable to shareholders was -8.55 million yuan, representing a drastic decline of 150.11% year-on-year [1]. Product Performance - The traditional core product, reflective film, remained stable, while the optical base film product structure continued to optimize [2]. - The lithium battery separator business became the largest drag on performance, with prices declining due to downstream cost-cutting pressures and intensified market competition [2]. Impairment Losses - The company recorded a total of 35.75 million yuan in asset impairment and credit impairment losses in the first half of 2025 [2]. - The majority of these losses, amounting to 37.97 million yuan, were related to impairment provisions for the separator-related assets of subsidiaries in Hefei and Zhoushan [2]. Capacity Adjustments - The company significantly reduced planned production capacities for several projects, including the annual production of lithium battery separators, which was cut from 650 million square meters to 350 million square meters [2]. - Additionally, the annual production target for another lithium-ion battery separator project was reduced from 400 million square meters to 200 million square meters [2].

Core Viewpoint - Heshun Technology (301237.SZ) is actively engaging with various institutional investors to discuss its business development, industry changes, and strategic outlook following the release of its 2025 mid-year report [1]. Group 1: Business Performance - In the first half of 2025, the revenue breakdown for Heshun Technology's main products was as follows: colored optical base film accounted for 45.46%, transparent film for 42.62%, and other functional films for 10.84% [1]. - The change in revenue contribution from functional films is attributed to both overall revenue growth and strategic optimization, highlighting the company's positive operational trend [1]. - The company has successfully shifted its focus from solar backsheet films to window films in response to market trends, indicating its agility in adapting to industry changes [1]. Group 2: Research and Development - Heshun Technology has mastered several core technologies, including the manufacturing of biaxially stretched colored films, and is committed to continuous innovation through independent research and collaboration with universities [2]. - The company plans to expand its optical base film product series and aims to produce differentiated, functional polyester films to enhance market competitiveness [2]. - Heshun Technology is focused on developing high-value-added products to replace imports, further strengthening its market position [3]. Group 3: Carbon Fiber Project - The carbon fiber project, which began construction in Q3 2024, is currently in the critical phase of engineering construction and equipment installation, progressing smoothly and according to plan [2]. - The application of high-performance carbon fiber is expanding into various sectors, including civil aviation, 3C digital products, low-altitude aircraft, and racing, indicating a shift from military to broader civilian market applications [2].

Group 1 - The company Changyang Technology (SH 688299) announced on August 26 that it has recognized asset impairment losses and credit impairment losses totaling 35.75 million yuan for the first half of 2025, which will reduce the total profit in the consolidated financial statements for that period by the same amount [1] - For the year 2024, the revenue composition of Changyang Technology is as follows: special functional films account for 89.34%, while other businesses account for 10.66% [1] - As of the report date, the market capitalization of Changyang Technology is 5.5 billion yuan [1] Group 2 - The pet industry is experiencing a significant boom, with a market size of 300 billion yuan, leading to a surge in stock prices for industry-listed companies [1]