Group 1 - The Beijing Municipal Market Supervision Administration conducted a quality supervision inspection of sealing materials and adhesives, revealing that 22 batches of samples were found to be non-compliant, primarily due to issues related to VOC content, total volatile organic compounds, and adhesion strength [1][2] - The inspection was guided by the "Product Quality Law of the People's Republic of China" and aimed at addressing high non-compliance rates in recent years [1] - Non-compliant products have been reported to the relevant market supervision departments for legal action, and businesses are urged to remove these products from shelves to eliminate safety hazards [1] Group 2 - Consumers are advised to pay attention to product labels, including model, name, batch number, standards, manufacturer details, production date, and expiration date when purchasing sealing materials and adhesives [2] - It is recommended to choose products that comply with local standards for volatile organic compound limits in building materials [2] - Consumers should request valid purchase receipts and avoid buying products that are past their expiration date [2] Group 3 - The inspection results included a detailed list of non-compliant products, specifying the manufacturers, product names, and the nature of the non-compliance [3][4][5] - Key non-compliance issues identified included improper labeling and exceeding allowable limits for VOCs and adhesion strength [3][4][5]

【公告全知道】军民融合+机器人+商业航天+碳纤维+低空经 济+华为!公司军工科技板块产品主要应用于航空、 方向 公告全知道 2025.05.18 22:02 星期日 康达新材:2024年年度股东大会通过多项议案 中京电子(002579.SZ)公告称，公司于2025年4月1日召开第六届董事会第二次会议，提名盛璋为公司非独立董事候选人。2025年 5月16日,公司召开2024年年度股东大会,选举盛璋为公司第六届董事会非独立董事。盛璋历任台资企业三希科技集团广合科技 有限公司多个职务,2013年加入中京电子,现任公司副总经理。 点评: 资料显示，中京电子的主营业务为印制电路板(PCB)的研发、生产、销售与服务。公司主要产品有刚性电路板(RPCB)、 高密度互联板(HDI)、柔性电路板(FPC)、刚柔结合板(R-F)和柔性电路板组件(FPCA)。公司系中国印制电路行业协会(CPCA)及 美国印制电路协会(IPC)会员单位,中国印制电路板百强企业,公司是目前国内少数兼具刚柔印制电路板批量生产与较强研发能 力的PCB制造商，能够同时满足客户不同产品组合需求、快速响应客户新产品开发，为客户提供产品与技术的一体化解决方案。 ...

聚胶新材料股份有限公司 投资者关系活动记录表 证券简称：聚胶股份证券代码：301283 编号：2025-001 | 投资者关系活动 | 特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | 现场参观 □其他 | | 形式 | 现场 □网上□电话会议 | | 参与单位名称及 | 山西证券李旋坤、华夏基金韩霄、汇丰晋信叶繁、融通基金李文 | | 人员姓名 | 海和陈泽伟、宝盈基金侯星宇；华创证券申起昊、华夏基金张俊、 | | | 煜德投资孙佳丽和冯超、民生加银郭天逸、广发证券牛璐 | | 时间 | 2025 年 5 月 16 日（星期五）13:30~15:30、15:30~17:30 | | 地点 | 公司会议室 | | 上市公司接待人 | 董事会秘书廖燕桃、证券事务代表单泳诗 | | 员姓名 | | | | 一、现场参观以及介绍广州总部工厂情况 | | | 二、互动交流，主要内容如下： | | | 1、公司 2024 年收入仍保持 20%以上增速，但净利润却出 | | | 现较大幅度下滑的主要原因是什么？ | ...

本报记者李昱丞 5月15日开盘后，广州集泰化工股份有限公司（以下简称"集泰股份"，证券代码：002909）"一字板"涨 停，截至发稿封单约73万手。 此前，集泰股份已经连续两个交易日涨停。在实现"三连板"后，集泰股份在最近三个交易日股价涨幅达 到33.04%。 资料显示，集泰股份主要从事建筑类用胶、工业类用胶、涂料产品的研发、生产和销售。公司建筑类用 胶和工业类用胶同属于胶粘剂，并以高性能有机硅材料为主，公司所处细分行业为有机硅胶粘剂行业和 涂料行业。 2024年，集泰股份实现营收12.85亿元，同比减少3.56%；总销量达11.30万吨，同比增长14.50%；实现 归母净利润1928.00万元，同比增长88.27%；实现扣非后归母净利润1425.36万元，同比增长99.59%。 公司工业用胶和涂料展现出良好的增长态势。其中，2024年集泰股份工业类用胶销售收入同比增长 26.49%、销量同比增长24.97%，涂料销售收入同比增长54.84%、销量同比增长94.68%；受益于集装箱 行业复苏，公司集装箱胶和漆实现销售收入39151.60万元、同比增长189.25%，销量达4.63万吨、同比 增长204.23% ...

上海永冠众诚新材料科技（集团）股份有限公司（简称"永冠新材"）近日发布2024年年度报告。报告期 内，公司在复杂的宏观环境下，通过战略前瞻性与经营韧性双轮驱动发展，实现了营业收入和净利润的 增长，但经营活动产生的现金流量净额有所下滑。以下是对该公司年报的详细解读。 关键财务指标分析 营业收入：稳步增长，市场拓展成效显著 2024年，永冠新材实现营业收入6,204,993,661.51元，较2023年的5,456,563,528.74元增长了13.72%。这 一增长主要得益于公司销售规模的扩大。从业务板块来看，民用消费级胶粘新材料实现收入31.10亿 元，同比增长7.23%，占公司主营业务的50.66%；工业级胶粘新材料收入12.69亿元，同比增长18.22%， 占比20.67%；可降解新材料收入15.41亿元，同比增长15.36%，占比24.93%；车规级胶膜新材料收入 2.19亿元，同比增长108.31%，占比3.57%。各业务板块的增长表明公司产品市场需求良好，市场拓展战 略取得了一定成效。 净利润：大幅增长，盈利能力提升 归属于上市公司股东的净利润为163,286,339.70元，相较于2023年的82 ...

投资者关系活动记录表 编号：2025-01 | | □ 特定对象调研 ■ 分析师会议 | | | | | --- | --- | --- | --- | --- | | 投资者关系活 | □ 媒体采访 □ 业绩说明会 | | | | | 动类别 | □ 新闻发布会 □ 路演活动 | | | | | | □ 现场参观 □ 其他 中信证券、国海证券、申万宏源证券、华创证券、银华基金、博时基金、长 | | | | | | 江证券自营、光大证券自营、西南证券自营、华泰资管、首创证券、国联证券、 中信建投基金、诺安基金、中庚基金、创金合信基金、光大保德信基金、广东正 | | | | | 参与单位及人 | 圆投资、源峰基金、上海混沌投资、华夏久盈资产、景顺长城基金、北京旭芽私 | | | | | 员 | 募基金、禾永投资、北京盛曦投资、国投创业投资、七曜投资、誉辉资本、深圳 | | | | | | 中新融创资本、日照钢铁有限公司、乐雪资本、睿胜投资、凯华投资、深圳通和 | | | | | | 投资、浦银理财、路博迈基金、上海灏象资产、共青城胜帮投资、国寿安保、上 | | | | | | 海方物私募基金、福州三鑫资产等 余 ...

Core Viewpoint - The forum on carbon peak and carbon neutrality emphasizes the importance of promoting green and low-carbon development to support China's modernization efforts, highlighting the need for dialogue and experience sharing in achieving a comprehensive green transformation of the economy and society [1] Group 1: Product Development and Innovation - The company is actively adjusting its product R&D direction to meet green development demands, increasing investment in low-VOCs water-based coatings and high-end sealants [1][2] - The company has developed a series of high-performance, lightweight adhesive products for the new energy sector, such as the silicone foam adhesive F6351, which meets stringent safety and environmental standards [1] Group 2: Carbon Emission Reduction Measures - The company has implemented various measures to reduce carbon emissions, including achieving national-level "green factory" status and being recognized as a "waste-free factory" [3] - The company has adopted clean energy sources, with a photovoltaic power generation project that produced 206.76 million kWh, reducing CO2 emissions by 1,697.52 tons [3] - Production process optimizations have been made to improve energy efficiency, including the use of energy storage batteries instead of diesel generators [3] Group 3: Green Supply Chain Development - The company recognizes the importance of green supply chain construction, which helps reduce environmental risks and enhance market competitiveness [4] - A comprehensive supplier management system has been established, with 531 suppliers in a network that meets various environmental management certifications [4] - The company has implemented a green procurement management system to ensure that raw materials and products meet environmental standards [4] Group 4: Market Expansion and Brand Building - The push for carbon peak and carbon neutrality has created new market opportunities, particularly in the green industries such as new energy vehicles and energy storage [5][6] - The company has formed partnerships with major manufacturers like BYD and Dayun Automotive, enhancing its market share in the green product sector [6] - The company has received multiple accolades for its green initiatives, improving brand recognition and reputation [6] Group 5: Strategic Collaboration for Green Transformation - The company emphasizes collaboration with upstream and downstream partners to promote green transformation in the industry [6] - Strategic alliances with suppliers are formed to ensure the provision of environmentally friendly raw materials and to enhance sustainability [6] - The company actively participates in industry exchanges to share experiences and promote technological innovation for green transformation [6]

Core Viewpoint - The company, Hubei Huitian New Materials Co., Ltd., is engaged in the research, production, and sales of adhesive materials and has a diverse product range that serves various industries including photovoltaic new energy, consumer electronics, and automotive manufacturing [5][10]. Company Overview - Hubei Huitian New Materials Co., Ltd. is a high-tech enterprise specializing in the development and production of adhesives and other new materials, with main products including high-performance silicone adhesives, polyurethane adhesives, lithium battery negative electrode adhesives, epoxy adhesives, and acrylic adhesives [5]. - The company also produces solar cell back sheets and has expanded its product offerings to include automotive maintenance chemicals such as brake fluids [5]. Business Model - The company employs a centralized procurement strategy for key raw materials while also utilizing local procurement for specialized materials, which helps in controlling costs and ensuring stable supply [7]. - The production cycle for adhesive products typically ranges from 3 to 7 days, with a structured sales planning process based on market demand and inventory levels [8]. Sales Strategy - Domestically, the company has established sales divisions based on application fields such as photovoltaic, electronics, and automotive, utilizing a combination of direct sales to large clients and sales through first-level distributors [9]. - Internationally, the company exports products to regions including Southeast Asia, South Asia, the Middle East, and Europe, employing a similar sales model of direct supply to major clients and through distributors [10]. Financial Information - The company has received a standard unqualified audit opinion from its accounting firm, indicating sound financial practices [3]. - The company plans to distribute cash dividends of 1.5 yuan per 10 shares to shareholders, with no stock dividends planned [4].

Core Viewpoint - The company reported stable operations in 2024 with a slight increase in revenue but a significant decline in net profit, while showing signs of recovery in early 2025 with improved revenue and profit figures [1] Financial Performance - In 2024, the company achieved an operating revenue of 3.989 billion yuan, a year-on-year increase of 2.23%, while the net profit attributable to shareholders was 102 million yuan, a year-on-year decrease of 65.91% [1] - The first quarter of 2025 showed a strong start with operating revenue of 1.071 billion yuan, a year-on-year increase of 10.49%, and a net profit of 67.3032 million yuan, a year-on-year increase of 14.43% [1] - The company plans to distribute a cash dividend of 1.5 yuan per 10 shares, totaling 83.9151 million yuan, with a payout ratio of 82.39% for 2024 [1] Business Operations - The company faced profit declines in 2024 due to competition in the photovoltaic industry, leading to an asset impairment provision of approximately 399.248 million yuan [1] - Despite the challenges, the company reported over 10% year-on-year revenue growth in both Q4 2024 and Q1 2025, indicating a rebound in performance [1] - The company is focused on improving operational efficiency, with a reduction in sales and management expenses in 2024 [1] R&D and Product Development - The company increased its R&D investment to 196 million yuan in 2024, a year-on-year increase of 9.3%, with a higher proportion of revenue allocated to R&D [1] - A total of 49 key R&D projects were initiated, leading to new product sales revenue exceeding 540 million yuan [1] Market Position and Future Outlook - The company is a leading player in the adhesive industry in China, with growth in product sales in electronics and automotive sectors, as well as an increase in photovoltaic silicone sales [1] - The company is accelerating the progress of ongoing projects, including the completion of a 44,000-ton organic silicone sealant production facility in Hubei and a 10,000-ton lithium battery polyurethane adhesive production line expected to be operational by the end of October 2025 [1]

持续稳定经营，努力回报投资者 2024年，公司面临下游行业竞争愈发激烈、产业链价格整体下行的复杂局面，特别是国内光伏市场在规 模不断扩大的同时，面向光伏市场的产品价格波动及光伏背板业务收缩，让公司光伏业务销售收入有所 下滑，拖累整体利润。同时，由于背板下游市场需求呈断崖式下降，公司相关业务资产需要计提减值， 减值金额约人民币3992.48万元，也对公司净利润造成影响。 从单季度来看，公司业绩已触底反弹，例如2024年四季度、2025年一季度营收均保持了10%以上的同比 增长。2025年一季度，公司结束了此前连续6个季度的利润同比下滑情况，重启增长势头。 与此同时，公司优化运营效率，各项费用管控情况优于历年表现，2024年的销售费用、管理费用均同比 降低。2025年度，公司将继续把提高经营效率放在重要方面，包括通过生产工艺不断优化、生产装备数 字化升级，精准管控生产流程，降低原材料单耗，提高生产效率。 4月27日晚间，国内胶粘剂行业的领军企业回天新材（300041）(300041.SZ)披露最新财报，公司2024年 经营稳健，年报显示去年实现营业收入39.89亿元，同比增长2.23%；但受到光伏行业竞争加剧、产 ...