证券代码：001373 证券简称：翔腾新材 公告编号：2026-002 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年12月31日。 2、业绩预告情况：预计净利润为负值 登录新浪财经APP 搜索【信披】查看更多考评等级 三、业绩变动原因说明 1、 行业竞争更趋充分，使得公司产品销售收入规模和综合毛利率承受一定压力，对归属于上市公司股 东的净利润产生影响。 2、 子公司南京翔辉光电新材料有限公司的光电薄膜器件生产项目厂房及机器设备等长期资产转固，相 应成本费用有所增加。 3、 受汇率波动影响，本年度公司汇兑损失较去年同期有所增加。 四、风险提示 （1）以区间数进行业绩预告的 单位：万元 二、与会计师事务所沟通情况 本次业绩预告相关财务数据未经注册会计师审计，公司已就本次业绩预告有关事项与会计师事务所进行 了预沟通，双方在本次业绩预告方面不存在重大分歧。 2026年01月30日 1、本次业绩预告数据是公司财务部门初步测算的结果，未经会计师事务所审计。 2、2025年度具体财务数据将在公司202 ...

Group 1 - The company Guangdong Lier New Materials Technology Co., Ltd. has been approved to issue 5,919,871 shares at a price of RMB 26.96 per share, raising a total of RMB 159,599,722.16, with a net amount of RMB 153,816,994.29 after deducting issuance costs [2][3] - The company has established a special account for the raised funds and signed a tripartite supervision agreement with the sponsor and the bank [3][5] - The funds will be used for the "New Energy Battery Collector Material Production Project," with RMB 60 million allocated as a loan to the company's subsidiary, Foshan Dawi Technology Co., Ltd. [4][5] Group 2 - The tripartite supervision agreement includes provisions for the management of the raised funds, ensuring they are used solely for the designated project [7][8] - The agreement stipulates that the bank must provide monthly account statements and notify the sponsor of any significant withdrawals exceeding 20% of the net raised funds [8][9] - The agreement will remain in effect until all funds are fully utilized and the supervisory period concludes [10]

Group 1 - The company expects a net loss attributable to shareholders of the parent company for the year 2025 to be between -50 million and -42 million yuan, representing a decrease of 29.42 million to 37.42 million yuan compared to the same period last year, which is a year-on-year decrease of 233.82% to 297.40% [3] - The company anticipates a net loss attributable to shareholders of the parent company, after deducting non-recurring gains and losses, to be between -63 million and -53 million yuan for 2025 [3] - The previous year's net profit attributable to shareholders of the parent company was -12.58 million yuan, and the net profit after deducting non-recurring gains and losses was -28.95 million yuan [5] Group 2 - The decline in performance is primarily due to delays in the industrialization of downstream applications of the company's equipment products, cyclical adjustments in the copper foil industry, and adjustments in the company's operational strategy, leading to a significant decrease in revenue recognition from equipment products [7] - The previous year saw investment income from the transfer of a subsidiary, which is not present in the current period, resulting in an expanded loss year-on-year [7] - The small comparative base of the previous year's net profit attributable to shareholders has led to a significant percentage change in the current period's performance [7]

Core Viewpoint - The article discusses the rapid growth and investment opportunities in advanced packaging materials, highlighting the potential for domestic companies to replace foreign suppliers in critical sectors [7][8]. Group 1: Market Overview - The global market for advanced packaging materials is projected to reach $2.032 billion by 2028, with the Chinese market expected to grow to 9.67 billion yuan by 2025 [8]. - Specific materials such as PSPI and conductive adhesives are identified as key growth areas, with PSPI's market size in China expected to increase from 7.12 billion yuan in 2021 to 9.67 billion yuan by 2025 [8]. Group 2: Investment Opportunities - The article outlines various advanced packaging materials and their respective market sizes, indicating significant investment potential in sectors like semiconductor materials and new display materials [8]. - Companies such as 鼎龙股份, 国风新材, and 三月科 are highlighted as domestic players poised to benefit from the shift towards local sourcing of advanced materials [8]. Group 3: Future Projections - The market for conductive adhesives is expected to reach $3 billion by 2026, while the market for chip bonding materials is projected to grow from approximately $4.85 billion in 2023 to $6.84 billion by 2029 [8]. - The article emphasizes the importance of innovation and R&D in maintaining competitive advantages in the rapidly evolving materials landscape [8].

证券之星消息，欧莱新材发布业绩预告，预计2025年全年归属净利润亏损3300万元至4800万元。 欧莱新材2025年三季报显示，前三季度公司主营收入3.69亿元，同比上升24.3%；归母净利润-2039.18万 元，同比下降306.51%；扣非净利润-2456.23万元，同比下降456.5%；其中2025年第三季度，公司单季 度主营收入1.52亿元，同比上升84.67%；单季度归母净利润-1343.3万元，同比下降135.25%；单季度扣 非净利润-1363.94万元，同比下降124.35%；负债率34.68%，投资收益605.89万元，财务费用474.63万 元，毛利率8.84%。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 （一）受主要原材料价格大幅上涨，以及合肥、乳源等地募投项目产能仍处于爬坡阶段的影响，公司材 料成本、固定资产折旧及人工费用均有增加，主营业务毛利率较去年同期有所下降。同时，随着合肥、 乳源等地募投项目陆续投产，人工费用、办公费用、新产品开发研发投入增加等影响，公司期间费用较 上年同期增加。 （二）为规避原 ...

Core Viewpoint - The State-owned Assets Supervision and Administration Commission (SASAC) is drafting a document to promote the cultivation of emerging pillar industries in central enterprises, aiming for a leap in development from major project investments to optimizing the overall layout of state-owned economies [2][4]. Group 1: Development Goals and Achievements - By the end of 2025, central enterprises are expected to have total assets exceeding 95 trillion yuan, with total profits and tax contributions both reaching 2.5 trillion yuan, and fixed asset investments of 5.1 trillion yuan [3]. - Strategic emerging industries are projected to become a core growth engine, with revenue exceeding 12 trillion yuan by 2025, achieving a steady annual growth of 1 trillion yuan [3]. - Cumulative investments in strategic emerging industries have surpassed 10 trillion yuan, increasing their share of total investments from 22% to over 40% since the beginning of the 14th Five-Year Plan [3]. Group 2: Policy Support and Strategic Directions - During the 14th Five-Year Plan, SASAC has introduced multiple measures to support the development of strategic emerging industries, including setting a revenue share target of no less than 30% for these industries [4]. - The upcoming document emphasizes a systematic and pillar-based approach to cultivate emerging industries, focusing on nurturing and supporting rather than just layout and development [4][7]. Group 3: Technological and Capital Investment - Central enterprises are expected to invest 1.1 trillion yuan in R&D by 2025, maintaining over 1 trillion yuan in R&D investment for four consecutive years [5]. - A total of 54 collaborative actions have been initiated to enhance the integration of industrial chains, involving nearly 1.6 million entities in collaborative innovation [5]. - The total scale of venture capital funds for central enterprises is nearing 100 billion yuan, with the first phase of a special fund raising 51 billion yuan to support emerging industries [5]. Group 4: Future Development Strategies - SASAC plans to enhance the layout of emerging industries through new policies in mergers, asset management, and innovation support [6]. - The focus will be on three main strategies: systematic layout and leapfrog development, tiered cultivation with differentiated strategies, and collaborative empowerment across the industry [7]. - The implementation of these strategies is expected to lead to a systematic reshaping of the development pattern of central enterprises during the 15th Five-Year Plan [8]. Group 5: Performance Goals for 2026 - By 2026, central enterprises aim to ensure continuous growth in value added and strive to match GDP growth rates, while also ensuring stable improvement in profit totals and operational efficiency [9].

Core Viewpoint - Three listed companies, Dongcai Technology, Yichang Technology, and Gaomeng New Materials, are facing significant challenges due to the investigation and detention of their actual controller, Xiong Haitao, by the Sichuan Provincial Supervisory Commission, which has raised concerns about corporate governance and operational stability [3][16]. Group 1: Company Impact - The investigation has led to a collective announcement from the three companies regarding the detention of Xiong Haitao, who is suspected of criminal activity [3][6]. - Following the news, stock prices of the affected companies experienced significant fluctuations, with Dongcai Technology closing at 25.84 yuan (down 0.23%), Yichang Technology at 8.03 yuan (up 1.90%), and Gaomeng New Materials at 12.06 yuan (down 1.95%) [3][6]. - Analysts suggest that the investigation may impact decision-making efficiency, market perception of stability, and potentially disrupt strategic partnerships and daily operations [3][16]. Group 2: Company Profiles - Gaomeng New Materials, established in 1999, is a leader in high-performance polyurethane adhesive materials, with a revenue of 9.52 billion yuan in the first three quarters of 2025, reflecting a 5.93% year-on-year growth [9][10]. - Dongcai Technology focuses on new materials, reporting a revenue of 38.03 billion yuan in the first three quarters of 2025, with a 17.18% year-on-year increase [9][10]. - Yichang Technology, which specializes in home appliance and automotive structural components, achieved a revenue of 21.1 billion yuan in the third quarter of 2025, marking a 14.3% year-on-year growth [9][10]. Group 3: Corporate Governance - Xiong Haitao holds significant stakes in the three companies through Gaokin Group, which he controls, and has been involved in various business ventures, including over 43 enterprises [10][11]. - Despite the investigation, the companies assert that their normal operations will not be significantly affected, as Xiong does not participate in daily management [16][18]. - The governance structure of these companies is reportedly robust, with other board members and executives continuing to perform their duties normally [16].

来源：运城财信投资控股有限公司 每日｜荐读 热文： 谁押中了沐曦股份？ 荐读： 2025募资市场年度观察：一年聊过239家LP的真实感受 荐读： 2025年IPO退出盘点：哪些GP赚钱了？ 热文： 投资人"忙疯了" 近日，山西省运城市政府投资基金（原产业引导基金）面向市场公开遴选"运城市科技创新股权投 资基金"（以下简称"运城市科创基金"）管理机构。 据悉， 运城市科创基金总规模为1亿元，通过直接股权投资项目或参股子基金方式开展投资。 基 金主要投资于运城市扶持和鼓励发展的新能源、新材料、新一代信息技术、先进制造、人工智能、 生物医药等战略新兴领域的优质种子期、初创期项目，重点支持产业链协同、创新创业和运城晋创 谷初创期科技型企业。 ...

每经头条（nbdtoutiao）——水贝黄金平台"杰我睿"兑付危机调查：40倍杠杆对赌，金价越涨平台越 亏！老板自称"还在深圳"，投资者：兑付方案本金打两折，无法接受 （记者 曾健辉） 每经AI快讯，三孚新科1月29日晚间发布业绩预告，广州三孚新材料科技股份有限公司预计2025年度实 现归属于母公司所有者的净利润将出现亏损，实现归属于母公司所有者的净利润为-5000万元至-4200万 元。与上年同期相比，将减少2941.83万元到3741.83万元，同比减少233.82%~297.4%。报告期内，由于 公司设备产品的下游应用产业化进展推迟、铜箔行业的周期性调整及公司经营策略调整等影响，公司设 备产品收入确认大幅下降，且报告期内部分产品存货计提了资产减值准备，设备板块业绩有所减少；上 年同期公司因转让子公司确认了投资收益，本期无同类事项，导致亏损同比有所扩大；上年同期归母净 利润比较基数较小，导致本期业绩同比变动幅度在百分比数据上表现较显著。 ...

Core Insights - Longyang Technology has been recognized in the 2025 Zhejiang Province High-tech Enterprises Innovation Capability Top 500 list, highlighting its strong innovation capabilities in the high-tech sector [1] - The evaluation criteria for the list include R&D investment, talent pool, intellectual property, and achievement transformation, focusing on technological innovation and industrial integration [1] Company Overview - Longyang Technology is a national high-tech enterprise specializing in new materials, adhering to a development strategy of "either being the first or the only" [1] - The company focuses on two core areas: "light" and "pores," establishing a comprehensive innovation system from basic research to industrial application [1] - Longyang Technology has built a high-quality R&D team led by top industry experts and has established several high-end innovation platforms, including a national enterprise technology center and a national postdoctoral research station [1] R&D Investment - The company maintains a strong commitment to R&D, with an average annual R&D investment ratio of over 5% [1] - Longyang Technology has applied for a total of 466 domestic and international patents, with 289 patents granted, including 6 international patents [2] - The company has successfully broken through international technology monopolies with several core patents, filling domestic industry gaps [2] Future Strategy - Longyang Technology aims to leverage its inclusion in the innovation capability list to deepen its focus on core areas, increase R&D investment, attract high-quality innovative talent, and overcome key core technologies [2] - The company is committed to promoting the deep integration of technological innovation and industrial development, transitioning from a single champion to a platform-type materials enterprise [2]