证券代码：301357 证券简称：北方长龙 北方长龙新材料技术股份有限公司 投资者关系活动记录表 编号：2025-002 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 □电话会议 □其他（请文字说明其他活动内容） 参与单位名称及人员 姓名 参与单位及人员： 上海国泰君安证券资产管理有限公司 赵展龙 国都证券股份有限公司 王义 东北证券股份有限公司 王一鸣 兴业证券股份有限公司董昕瑞 会议时间 2025年6月12日16:30-17:30 会议地点 北方长龙新材料技术股份有限公司三楼会议室 上市公司接待人员姓 名 财务总监兼董事会秘书：孟海峰先生 证券事务代表：仇昊先生 投资者关系活动主要 内容介绍 本次投资者关系活动以现场调研的方式进行，接待人员 与投资者进行了沟通交流，主要内容如下： 1、请问贵公司收购河南众晟约定了业绩对赌，标的公 司如何完成？ 答：根据标的公司目前收入确认情况及在手订单情况、 第 1 页 以前年度各季度收入占比情况，综合判断标的公司下半年收 入占全年收入比重约为60%，公司据此判断标的公司可以完 成业绩对赌的相关条件。 2、 ...

Core Viewpoint - Northern Long Dragon is acquiring a 51% stake in Henan Zhongsheng Composite Materials Co., Ltd. at a high premium of 511%, with the aim of avoiding forced delisting risks due to declining profits and revenues [1][14][15]. Group 1: Acquisition Details - The total valuation of Henan Zhongsheng is 140 million yuan, with a corresponding price-to-earnings ratio of 31.68 based on its projected 2024 net profit of approximately 4 million yuan [1][14]. - Northern Long Dragon plans to use its own funds and acquisition loans to finance the acquisition, which includes a cash payment of approximately 101.98 million yuan [14][17]. - The acquisition is expected to help maintain Northern Long Dragon's revenue above 100 million yuan, thereby mitigating the risk of forced delisting [15][16]. Group 2: Financial Performance - In its first year post-IPO, Northern Long Dragon reported a net loss of 7 million yuan, a significant decline from a profit of 78 million yuan in the previous year [4][5]. - The company has experienced a continuous increase in accounts receivable, which reached 355 million yuan by the end of 2024, while revenues have significantly decreased [8][11]. - The revenue for 2024 is projected to be only 108 million yuan, which is just above the threshold for potential delisting [4][11]. Group 3: Historical Performance Trends - From 2019 to 2021, Northern Long Dragon's revenue and net profit grew significantly, with revenues increasing from 157 million yuan in 2019 to 287 million yuan in 2021 [7][10]. - However, after going public, the company faced a dramatic reversal, with revenues dropping to 135 million yuan in 2022 and further to 108 million yuan in 2024 [10][12]. - The accounts receivable to revenue ratio has shown a concerning trend, exceeding 328.7% in 2024, indicating potential issues with cash flow and revenue recognition practices [11][12].

6月10日，北方长龙（301357）新材料技术股份有限公司(以下简称"北方长龙")发布公告显示，公司计 划发行股份购买河南众晟复合材料有限公司(以下简称"河南众晟")9.0%的股权。交易对方为河南众晟目 前的法人索近善，本次交易的交易价格尚未确定。 同时，北方长龙还发布公告称，公司拟以1.02亿元现金通过受让股权及增资方式取得河南众晟51%的股 权。其中，受让股权交易对价为4200万元，增资交易对价为5997.86万元。本次交易完成后，河南众晟 将成为北方长龙的控股子公司。 "筹划此次并购，一是政策层面对'加大产业整合'的支持，二是公司拓展第二增长曲线的现实需求。"北 方长龙相关负责人对《证券日报》记者表示。 交易完成后，北方长龙将借助军用领域积累的技术优势带动民用产品开发，实现"军转民"的有效落地。 河南众晟系国家高新技术企业、河南省专精特新中小企业。该公司主要有复合材料拉挤型材、复合材料 拉挤模具、复合材料拉挤设备三大业务板块，产品畅销澳大利亚、东南亚等海外国家和地区。河南众晟 的复合材料拉挤型材、设备和模具的下游应用覆盖新能源电池、汽车轻量化、轨道交通等领域。 上述北方长龙相关负责人表示，通过本次交易， ...

01 主办单位： 哈尔滨工业大学（深圳） $\frac{10}{2}$ 为助力复合材料界面领域新理论、新技术、新成果的推广，2025第四届复合材料界面论坛现面向全体参会单位 征集学术海报，我们诚邀与会师生展示最新研究成果。组委会将 免费为您提供展示机会 ，所有海报将在论坛 期间集中展出。同时，本届论坛特设学术海报评选环节，7月1日开启线上投票，得票最高的三幅作品将获得 "最佳学术海报" 的荣誉称号！ *海报尺寸： W:80xH:180cm；（按比例制作，PDF文件） *联系方式：18958216070（微信同号） *邮 箱：cjj@polydt.com 03 论坛主席： 黄玉东，哈尔滨工业大学（深圳）校长 执行主席： 潘蕾，南京航空航天大学教授 赞助单位： 广东北斗精密仪器有限公司、 大昌华嘉科学仪器部、卡尔蔡司（上海）管理有限公司、 北 京奥德利诺仪器有限公司、英国戴尔斯特朗(Dia-Stron)公司、温州际高检测仪器有限公司、东莞市晟 鼎精密仪器有限公司 合作媒体： Carbontech、DT新材料、复合材料力学、复材应用技术网、高分子循环再利用、海洋装备与关 键材料、生物基能源与材料、碳纤维及其复合材料 ...

大会以"创新新质生产力与企业可持续发展"为核心主题，旨在通过权威政策解读、企业软实力提 升、新质生产力高质量发展探讨、应用领域市场需求分析以及金融投资赋能等多维度内容，助力企业在 激烈的市场竞争中脱颖而出，实现可持续发展。复合材料作为"材料界黑马"，近年来在全球范围内展现 出强劲的增长势头，年增长率超过12%，广泛应用于C919国产大飞机、新能源汽车轻量化、海上风电巨 型叶片等"大国重器"中。此次大会将直击产业痛点，汇聚全球智慧，为行业发展指明方向。 在展览展示区，15家精选参展商将搭建各具特色的展位，形成贯穿复合材料全产业链的"微缩生态 圈"。参会者可以在此开启一场"复合材料之旅"，从原材料供应商到终端应用厂商，从设备制造商到赞 助企业，全产业链的价值闭环将在此呈现。展区不仅是产品展示的舞台，更是产业协同的起点，每一次 交流都可能成为推动产业变革的契机。本次大会将为参会者提供"会+展+产业"的一站式深度体验。 原标题：2025中国复合材料创新及企业可持续发展大会即将在沪召开 在全球产业格局因"双碳"目标而重塑、新材料革命成为大国竞争新赛道的背景下，一场聚焦中国复 合材料产业未来的盛会——"2025中国复合材 ...

Core Insights - The upcoming "2025 China Composite Materials Innovation and Corporate Sustainable Development Conference" will take place on June 9-10, 2025, in Shanghai, focusing on innovation and sustainable development in the composite materials industry [1][4] - The global composite materials market has experienced an annual growth rate exceeding 12% over the past five years, highlighting its significant role in major national projects such as the C919 aircraft and the lightweight revolution in new energy vehicles [3] Group 1: Conference Overview - The conference is organized by the China Science and Technology Industrialization Promotion Association and aims to empower companies through authoritative policy interpretations, market demand insights, and financial investment opportunities [1][3] - A diverse lineup of over 10 industry elites and corporate executives will participate in keynote speeches, focusing on the latest research achievements, application cases, and industry trends in composite materials [3] Group 2: Networking and Collaboration - The event will feature roundtable discussions and high-end closed-door meetings, inviting representatives from government agencies, industry experts, and corporate leaders to explore opportunities and challenges in the composite materials sector [3][4] - The exhibition area will showcase 15 selected exhibitors, creating a "mini-ecosystem" that spans the entire composite materials supply chain, facilitating collaboration from raw material suppliers to end-use manufacturers [3][4]

Core Insights - The core focus of the article is on the launch of the second-generation flexible tactile sensor by Fulei New Materials, highlighting its significance in the robotics industry and the company's strategic direction towards flexible sensing technology [3][5]. Company Developments - Fulei New Materials held a product launch event for its second-generation flexible tactile sensor, attended by over a hundred guests from various sectors including robotics components, brokerage firms, and investment companies [1]. - The chairman of Fulei New Materials emphasized that the flexible tactile sensor project will be a key area for future expansion, expressing excitement about the potential applications of electronic skin technology [3]. - The company has been dedicated to technological innovation in the new materials field for nearly 20 years and began focusing on flexible sensors in 2017, leading to the release of its first-generation tactile sensor in February of this year [5]. Product Features - The second-generation tactile sensor features significant upgrades over the first generation, transitioning from semi-flexible to fully flexible, enabling comprehensive curved surface tactile perception [5]. - The new sensor utilizes an innovative flexible film preparation process and unique structural designs, allowing it to conform to complex three-dimensional shapes, ensuring reliability and accuracy in practical applications [5]. - The sensor achieves full coverage of tactile perception, integrating seamlessly with various surfaces of robotic hands, providing a human-like tactile experience without dead angles [5]. Industry Context - According to GGII, the demand for flexible tactile sensors in the humanoid robotics sector is projected to reach 1.525 million square meters by 2030, with a market size of 27.4 billion yuan [3]. - The development of flexible tactile sensors is still in its early stages, with domestic manufacturers facing challenges in performance compared to international counterparts, particularly in sensitivity, durability, and multi-modal integration [3]. - Traditional tactile sensors have limitations in measuring multi-directional forces, which are crucial for complex robotic operations, highlighting the need for advancements in three-dimensional force sensing capabilities [6][7].

先进复合材料凭借其高强高模、耐高温、耐腐蚀等优异特性，在航空航天、汽车工业、新能源、海洋工程 等高端装备领域应用广泛。 界面作为复合材料增强体与基体之间形成的新相，是决定复合材料制备工艺、 综合性能及应用场景的关键因素。 近年来，关于复合材料界面的研究热度持续攀升，涵盖界面表征与检 测、模拟仿真、界面调控与应用、功能性界面开发等多个方向。 深入研究复合材料界面问题，对于优化材 料性能、拓展应用领域具有重要意义。 由哈尔滨工业大学（深圳）主办，DT新材料承办的"2025第四届复合材料界面论坛"将于2025年7月16日-18 日在广东深圳举行。 本届论坛设置四大主题： 复合材料界面强韧化及性能分析，复合材料界面微观表征及 检测，多功能复合材料界面设计及开发，绿色复合材料界面优化与回收 。同时，我们还设有青年学者论坛 （最佳报告评选）以及学术海报展示（最佳学术海报评选），以促进复合材料界面领域新理论、新技术、 新成果的推广。 02 主办单位： 哈尔滨工业大学（深圳） 论坛主席： 01 执行主席： 潘蕾 南京航空航天大学教授 赞助单位： 大昌华嘉科学仪器部、卡尔蔡司（上海）管理有限公司、 北京奥德利诺仪器有限公司、英 ...

Group 1: Company Overview - Zhongchuang Xinhang, formerly known as AVIC Lithium Battery, has transformed from a struggling entity into a leading player in the power battery industry, ranking fourth globally in battery installation volume [2][3] - The company underwent a strategic overhaul under the leadership of Liu Jingyu, shifting focus from lithium iron phosphate batteries to ternary lithium batteries and from commercial vehicles to passenger vehicles [3][4] - In 2022, Zhongchuang Xinhang successfully listed on the Hong Kong Stock Exchange, becoming the first power battery stock in Hong Kong [3] Group 2: Strategic Initiatives - The company is expanding its operations by acquiring control of Suao Sensor, a leading automotive sensor company, which will provide a platform for its first listing in the A-share market [4] - Zhongchuang Xinhang is enhancing its technological capabilities by upgrading its information technology center to a digital intelligence center, focusing on smart manufacturing and customer satisfaction [4][5] - The company plans to transition to a matrix organizational structure in 2024, establishing four business units to improve resource allocation and achieve strategic goals [5] Group 3: Future Goals and Market Position - By 2025, Zhongchuang Xinhang aims to achieve breakthroughs in fast charging, range, and solid-state battery technologies, with a goal to rank among the top three globally in battery installation volume within the next 3 to 5 years [6] - The company has secured agreements with major international automakers such as Toyota, Volkswagen, Ford, and Audi for power battery orders, and has signed a significant energy storage project in Europe with a capacity of 4.4 GWh [6] - Zhongchuang Xinhang is actively pursuing global expansion, with ongoing projects including a €2 billion battery factory in Portugal and a module factory in Thailand [6]

Core Viewpoint - North China Long Dragon (301357.SZ), a composite materials company in the military sector, is attempting a self-rescue acquisition of Henan Zhongsheng Composite Materials Co., Ltd. to address its declining performance [1][6]. Group 1: Company Performance - North China Long Dragon has experienced continuous revenue decline since its listing, with 2023 revenue at 135 million yuan, followed by a 20.1% drop to 108 million yuan in 2024, resulting in a net loss of 10.89 million yuan [2][4]. - The latest quarterly report shows revenue of 20.57 million yuan, down 16.86% year-on-year, and a net loss of 5.07 million yuan, a 244.16% decline [4]. Group 2: Acquisition Details - The acquisition involves issuing shares and cash to acquire controlling interest in Henan Zhongsheng, which specializes in composite materials for the renewable energy sector [1][6]. - Henan Zhongsheng, established in 2019, has a production capacity of over 20,000 tons of glass fiber products annually and serves major clients like BYD and CATL [10][12]. Group 3: Strategic Rationale - The acquisition is seen as a strategic move to diversify into the civilian composite materials market, leveraging North China Long Dragon's military technology for civilian applications [15][18]. - The domestic composite materials market is projected to grow significantly, with annual demand in wind power, photovoltaics, and lightweight vehicles increasing by over 10% [15]. Group 4: Market Response - Following the acquisition announcement, interest from foreign institutional investors surged, with firms like J.P. Morgan and UBS entering the top ten shareholders [9]. - The market is optimistic about the potential for improved performance and valuation if the acquisition is successful and Henan Zhongsheng's financials are consolidated [18].