Group 1 - The Wuhan Jiangfeng Electronic Materials Co., Ltd. specializes in the production of ultra-pure metal sputtering targets and precision molybdenum for new display core materials, with an emphasis on leveraging local talent for technological and management innovations [1] - The China Saibao (Central China) Laboratory provides high-quality measurement and component testing services for industries such as optoelectronics, communications, and aerospace, aiming to support the development of key industries in Wuhan [1] - The Xihu Agricultural Modernization Project in the Jinghe Street area focuses on integrating agriculture with tourism, promoting the development of modern urban agriculture and the fusion of primary, secondary, and tertiary industries [2] Group 2 - Sinopec Hydrogen Energy Machinery (Wuhan) Co., Ltd. is engaged in the research, manufacturing, and system integration of hydrogen energy equipment, with a call for the company to seize opportunities in the hydrogen energy sector and enhance its technological capabilities [2] - The emphasis on high-quality development and the integration of technological and industrial innovation is crucial for traditional industries to upgrade and for new industries to emerge, ensuring sustainable economic growth [3] - The need for effective governance and social stability is highlighted as essential for supporting high-quality development, with a focus on addressing community concerns and risks [3]

诚志股份有限公司投资者关系活动记录表 3、问董秘:公司研发人员有多少，其中研究生、博士生所占 比例是多少？公司发展离不开高端人才，薪酬分配能不能向一线 人才倾斜，不要十多个高管就分走了总薪酬的三分之一，公司那 么多概念，谁便一项搞得好，都不是现在的业绩。 证券代码： 000990 证券简称：诚志股份 编号：2025-002 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | --- | --- | | 类别 | 媒体采访 业绩说明会 □ √ | | | 路演活动 □ 新闻发布会 □ | | | □ 现场参观 | | | □ 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 2025 年 5 月 21 日 (周三) 下午 14:30~17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 1、公司董事、总裁韦俊民 | | 员姓名 | 2、公司副总裁、董秘左皓 | | | 投资者提出的问题及公司回复情况 | | ...

飞凯材料 20250520 摘要 • 飞凯公司半导体材料业务主要包括功能型湿电子化学药水、锡球和 EMC 环 氧塑封料，2024 年合计营收约 6.7 亿元，占总营收 24%，是未来发展战 略支柱。2025 年 1-4 月，功能型湿电子化学药水同比增长 29%，EMC 环 氧塑封料同比增长 2.3%，但受出售台湾厂影响，锡球业务整体下滑，上 海厂同比增长 9%。 • 功能型湿电子化学药水主要客户为长电、通富微电、华天科技等先进封装 厂商；锡球业务客户包括日月光、矽品等；EMC 环氧塑封料应用于扬杰科 技、捷捷微电等功率半导体公司及比亚迪 IGBT 载板。下游需求结构受益 于人工智能相关产品，先进封装技术需求提升。 • 飞凯公司在湿电子化学药水领域拥有十余年经验，通过提供整套解决方案 和快速响应服务建立竞争优势。尽管面临短期压力，但工艺安全性方面的 先发优势和客户认证壁垒为公司提供了较强的护城河。 • 半导体材料毛利率相对稳定，功能性化学药水毛利率约 35%-40%，需求 型材料毛利率约 20%，EMC 环氧塑封料毛利率约 30%。原材料价格波动 对毛利率影响不大，预计未来几个季度毛利率将保持稳定。 Q&A 请 ...

【WitsView整理】 5月15日，佛塑科技官方微信公众号宣布，其控股子公司纬达光电偏光膜三期 建设项目的最重要且最后一条主设备产线——长55.5米、高10.5米的日本西工业拉伸生产线进入 设备安装阶段。 据介绍，三期项目总投资建设5条主设备产线（其中涂布线3条、拉伸线2条）、1条辅助设备产 线，项目主要生产染料系偏光片、OLED用偏光片、碘系偏光片、防雾片及其他功能膜产品。 图片来源： 佛塑科技 关键零组件市场李度更新报告 Report format>Excel Update frequency>Quarterly 截至目前，三期项目国产涂布线、拉伸线已进入量产爬坡阶段，精密涂布线完成安装、调试。此次进 场安装的是日本西工业公司采用最新技术和最高质量标准开发和制造的高精度的生产线设备，能够实 现对光学基膜生产过程的精确控制和高效生产，助推纬达光电产效提升。项目达产后，预计年产能300 万平方米。 资料显示，纬达光电公司主要从事液晶显示屏用偏光片和光学薄膜材料的研发、生产与销售。公司 偏光片广泛应用于工控仪表、车载显示屏、智能家居显示、3D眼镜、冰柜、滑雪镜、医用防护 镜、OLED显示等多个市场领域。 20 ...

证券代码：000990 证券简称：诚志股份 诚志股份有限公司 投资者关系活动记录表 编号：2025-001 | 投资者关系活动类别 | ☐特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 业绩说明会 | | | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☐其他（请文字说明其他活动内容） | | 参与单位名称及人员姓名 | 线上参与诚志股份（000990）2024年度网上业绩说明会的全体投资 者 | | 时间 | 2025年05月13日 15:00-17:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | 上市公司接待人员姓名 | 董事、总裁 韦俊民 常务副总裁、人事总监 | | | 独立董事 王乐锦 | | | 邹勇华 | | | 财务总监 梁晋 | | | 副总裁、董事会秘书 左皓 1.请问贵司黄岛POE顶目厂房何时完工？产品何时投产？ | | | 答:您好，公司POE项目建设正在有序推进中，具体进展情况请 | | 投资者关系活动主要内容 | 您关注公司披露的定期报告及相关公告。感谢您对公司的关注。 | ...

Core Viewpoint - Kaisheng Technology (600552.SH) reported a significant increase in revenue and net profit for Q1 2025, driven by reduced losses in traditional display materials and successful market acceptance of new products [1] Group 1: Financial Performance - The company achieved a revenue of 1.265 billion yuan in Q1 2025 [1] - The net profit attributable to shareholders reached 23.8475 million yuan, marking a year-on-year increase of 73.01% [1] Group 2: Business Segments - Kaisheng Technology operates primarily in two segments: display materials and application materials [1] - In the display materials sector, the company has established a comprehensive industrial chain from glass substrates to integrated modules, enhancing cost control and quality consistency [1] Group 3: Application Materials - The application materials business focuses on zirconium, silicon, and titanium, transitioning from traditional ceramics to high-value electronic applications such as semiconductors and biomedical materials [2] - The company has developed a "large industry" platform for new materials, leveraging its leading position in the electric melting zirconia industry [2] Group 4: Innovation and R&D - Innovation is a core driver for the company's growth, with significant investments in R&D through national-level innovation platforms [2] - Kaisheng Technology has obtained a total of 582 authorized patents, including 167 invention patents [2] Group 5: Market Presence and Talent - The company has established a strong marketing network serving both domestic and international clients, including major brands like Amazon and Samsung [3] - Kaisheng Technology boasts a robust R&D team of 724 members and has received national recognition for its engineering teams [3] Group 6: Future Outlook - For 2025, the company aims to enhance operational quality and integrate technology with industry innovation, focusing on high-value product expansion in electronic information and semiconductor markets [3]

Group 1 - The core viewpoint of the articles highlights the strong financial performance and strategic growth initiatives of Chenghe Technology Co., Ltd, including revenue growth and a significant acquisition to enhance its market position [1][2][3] - In 2024, the company achieved an operating income of 882 million yuan, a year-on-year increase of 10.31%, and a net profit attributable to shareholders of 250 million yuan, up 10.68% [1] - For Q1 2025, the company reported an operating income of 220 million yuan, reflecting a year-on-year growth of 14.97%, and a net profit of 71 million yuan, which is a 15.82% increase, marking a historical high for quarterly earnings [1] Group 2 - Chenghe Technology is recognized as a national-level "specialized, refined, and innovative" small giant enterprise and a "green factory," focusing on the research and production of high-performance polymer materials and additives [1] - The company is pursuing strategic acquisitions to extend its industrial chain, including a planned acquisition of at least 51% of Wuhu Yingri Technology Co., Ltd, valued at 1.8 billion yuan, which will allow Chenghe to gain control over the display materials sector [2] - The acquisition of Yingri Technology, a leading player in high-performance sputtering targets, is expected to enhance Chenghe's capabilities in the display industry and open new growth opportunities through technological synergies [2] Group 3 - Looking ahead, Chenghe Technology aims to solidify its competitive edge through technological self-sufficiency and expand application scenarios via mergers and acquisitions, leveraging policy benefits for global expansion [3] - The company is transitioning from a single material supplier to a comprehensive solution provider for polymer materials, driven by domestic substitution and industry chain collaboration [3] - With breakthroughs in high-end fields such as display panels and semiconductors, along with ongoing international certifications, Chenghe Technology is poised to play a more significant role in the global high-end materials value chain [3]

【DT新材料】 获悉，4月25日， 北京八亿时空 发布公告，终止全资子公司 浙江八亿时空 " 年产 3000 吨六氟磷酸锂项目 "（以下简称"项目"）。 项目预计总投资约 2.80亿元，截至目前，已投入约495.01万元于项目前期开发、工艺设计及人工费用等。公司声明，由于 锂电市场供需结构的转变，电 解液市场进入到价格低迷、市场严重内卷的冷却期 ， 公司决定终止项目，用以保存实力投入到现有落地的项目。 就在前几日，4月24日，八亿时空发布2025 年第一季度报告，公司实现营业收入为2.14亿元，同比上升20.61%；归母净利润为2404.32万元，同比上升 25.25%；扣非归母净利润为2328.33万元，同比上升26.69%。 4月25日，八亿时空发布了 2024年度报告 ，公司实现全年营业收入7.37亿元，同比下降7.77%；实现归母净利润7,660.39万元，同比下降2 8.27%；实现 扣非归母净利润6,209.43万元，同比下降32.29%。 | | | | | 单位:万元 币种:人民币 | | --- | --- | --- | --- | --- | | 主要会计数据 | 2024年 | 202 ...

【WitsView整理】 近日，瑞联新材、路维光电、晶合集成、斯迪克发布了2024年财报。其中瑞联 新材、路维光电、晶合集成实现了营收与净利润的双增长。 瑞联新材 2024年，瑞联新材实现营收约14.59亿元，同比增长20.74%；归属于上市公司股东的净利润约2.52 亿元，同比增长87.60%；归属于上市公司股东的扣除非经常性损益的净利润约2.37亿元，同比增 长103.43%。 | 主要会计数据 | 2024年 | 2023年 | 本期比上年 同期增减 | 2022年 | | --- | --- | --- | --- | --- | | | | | (%) | | | 营业收入 | 1,458,698,343.66 | 1,208,162,739.17 | 20.74 | 1,480,379,426.82 | | 归属于上市公司股东 | 251,722,494.92 | 134.181.283.39 | 87.60 | 246.538.464.91 | | 的净利润 | | | | | | 归属于上市公司股东 的扣除非经常性损益 | 237,366,716.59 | 116.683.527.35 | 1 ...

【WitsView整理】 近日，瑞联新材、路维光电、晶合集成、斯迪克发布了2024年财报。其中瑞联 新材、路维光电、晶合集成实现了营收与净利润的双增长。 瑞联新材 2024年，瑞联新材实现营收约14.59亿元，同比增长20.74%；归属于上市公司股东的净利润约2.52 亿元，同比增长87.60%；归属于上市公司股东的扣除非经常性损益的净利润约2.37亿元，同比增 长103.43%。 报告期内，公司实现营收约3.44亿元同比增长4.83%；归属于上市公司股东的净利润约0.46亿元， 同比增长32.90%。瑞联新材表示，公司净利润的提升主要是公司产品结构持续优化，规模效应进 一步显现，同时公司加强成本管理，综合毛利率提升所致。 | 项目 | 本报告期 | 上年同期 | 本报告期比上年同 期增减变动幅度 | | --- | --- | --- | --- | | | | | (%) | | 营业收入 | 343,971,618.35 | 328,126,092.09 | 4.83 | | 归属于上市公司股东的净利润 | 45.631.603.32 | 34,334,209.63 | 32.90 | | 归属于上市公 ...