1月20日，骏鼎达跌5.01%，截至发稿，报89.08元/股，成交1.74亿元，换手率6.16%，总市值69.84亿 元。 资料显示，深圳市骏鼎达新材料股份有限公司位于广东省深圳市宝安区沙井街道民主西部工业园E区2 栋工业厂房，成立日期2004年9月8日，上市日期2024年3月20日，公司主营业务涉及高分子改性保护材 料的设计、研发、生产与销售。主营业务收入构成为：功能性保护套管74.34%，其他25.66%。 从基金十大重仓股角度 数据显示，工银瑞信基金旗下1只基金重仓骏鼎达。工银专精特新混合A（015135）三季度持有股数5.98 万股，占基金净值比例为3.83%，位居第五大重仓股。根据测算，今日浮亏损失约28.13万元。 工银专精特新混合A（015135）成立日期2022年8月1日，最新规模1.21亿。今年以来收益10.58%，同类 排名1069/8848；近一年收益47.41%，同类排名2344/8093；成立以来收益7.74%。 工银专精特新混合A（015135）基金经理为英明。 截至发稿，英明累计任职时间251天，现任基金资产总规模1.47亿元，任职期间最佳基金回报29.43%， 任职期间最差基金 ...

此外，针对砷化镓薄膜电池，鹿山新材推出了柔性封装方案，大幅提升与聚酰亚胺薄膜的粘接力，有效 保护电池敏感层结构，可跟随太阳翼实现大曲率形变，无应力集中风险，适配多种展开结构。目前，该 方案也已通过多家头部航天企业验证，并开始批量供货。 未来，面对太空光伏对封装材料"定制化、高可靠、低成本"的要求，鹿山新材将以"封装材料+工艺解决 方案"为核心，深化产学研合作，迭代下一代封装技术，助力我国太空光伏产业突破瓶颈，为太空旅 游、深空探测等新场景提供能源保障，抢占商业航天能源革命制高点。 （文章来源：证券时报网） 作为航天器核心能源供给技术，太空光伏逐渐受到市场关注，而相关封装技术成为决定光伏电池太空适 应性、可靠性与寿命的关键。深耕高分子材料的鹿山新材(603051)表示，公司针对不同电池特性推出的 三大核心封装方案，将为太空光伏技术落地提供支撑。 据悉，鹿山新材研发的钙钛矿电池专用热塑性胶膜，以"低腐蚀、高阻隔、强适配"为核心，通过分子结 构优化与助剂体系创新，攻克了封装工艺敏感的行业痛点，既降低对活性层的腐蚀，又提升高温抗蠕变 及耐湿热老化性能，完美适配太空光伏所需的低温封装工艺。目前该产品已通过纤纳光电、协鑫 ...

Core Viewpoint - The company has completed the cancellation of part of the fundraising special account related to its initial public offering (IPO) and has made adjustments to its investment projects based on current business development needs [1][4]. Fundraising Basic Situation - On July 18, 2023, the company received approval from the China Securities Regulatory Commission for its IPO, allowing it to issue 30,420,000 shares at a price of 29.66 yuan per share, raising a total of 902,257,200 yuan. After deducting issuance costs of 102,543,821.47 yuan, the net amount raised was 799,713,378.53 yuan [1]. Fundraising Management Situation Management and Use of Fundraising - The company has established a special account for the management of the raised funds, which are stored and managed according to relevant laws and regulations. The company has signed tripartite or quadripartite supervision agreements with the sponsor and the supervising bank [2]. Special Account Storage Situation - As of the announcement date, the company has set up special accounts for the funds raised from the IPO [2]. Cancellation of Fundraising Special Account - The company decided to optimize the investment project "Shanghai Carbon Fiber Polyether Ether Ketone Composite Material R&D Center Project" based on an assessment of business development and industry factors. This decision was approved in meetings held on July 18, 2024, and subsequently at the second extraordinary general meeting of shareholders on August 5, 2024 [2][3]. - The remaining funds from the project have been transferred to the company's own funds account, leading to the cancellation of the fundraising special account. The corresponding supervision agreement has also been terminated [4].

另外，公司拟以5.06元/股的价格，向北京融晟致瑞科技发展合伙企业（有限合伙）（简称"融晟致瑞"）发行股票5000万股，募资不超过2.53亿元，用于偿 还银行借款或补充流动资金。发行完成后，按照拟发行股数计算，融晟致瑞持股比例为13.3%。 通过上述交易，融晟致瑞成为公司控股股东，融晟鑫泰为融晟致瑞的一致行动人，融晟致瑞及融晟鑫泰的实控人尉立东成为公司实控人。 然而，这场资本运作却在董事会层面引发分歧，天晟新材昔日第一大股东青岛融海国投资产管理有限公司（下称"融海国投"）委派董事韩庆军对方案连续 投出25张反对票，引发市场关注。 新实控人毕业于清华大学 1月14日，天晟新材股东孙剑、吕泽伟与北京融晟鑫泰科技发展合伙企业（有限合伙）（简称"融晟鑫泰"）签署《股份转让协议》，约定融晟鑫泰合计受 让孙剑、吕泽伟持有的公司2048.95万股股份，转让价格6.39元/股。协议转让完成后，融晟鑫泰持有公司6.29%股份。 公告显示，融晟鑫泰成立于2026年1月6日，注册资金1.9亿元，本次权益变动的资金全部来源于自有资金及自筹资金。 新东家尉立东是何许人也，公告显示，出生于1975年的尉立东，毕业于清华大学，获得工学学士 ...

Core Viewpoint - Zhejiang Taihu Yuanda New Materials Co., Ltd. has successfully established the "Key Enterprise Research Institute for Polymer Materials for Cables" in Zhejiang Province, marking a significant recognition of its research and innovation capabilities [1] Group 1: Research Institute Establishment - The research institute will focus on core technology research and development for polymer materials used in cables, including material performance optimization and high-end product localization [1] - This initiative will strengthen the company's technological leadership and provide core technical support for high-quality industrial development [1] Group 2: Benefits and Impact - The recognition of the research institute serves as authoritative endorsement of the company's research system and innovation achievements, bringing multiple guarantees such as policy support and platform empowerment [1] - It aims to accelerate the transformation of research results from "R&D - testing - industrialization," gather high-end talent, and promote technological innovation in polymer materials for cables, leading to industry upgrades and enhanced global competitiveness [1] Group 3: Commitment to Innovation - Taihu Yuanda New Materials is committed to innovation, focusing on product iteration and tackling core technologies to achieve high-quality development [1] - The expectation is for the research institute to continuously produce breakthrough results, empowering the industry to improve quality and efficiency, and injecting stronger innovative momentum into China's polymer materials industry [1]

证券日报网讯 1月16日，鹿山新材在互动平台回答投资者提问时表示，鹿山新材部分产品可用于商业航 天领域，如钙钛矿电池专用热塑性胶膜，公司深耕高分子封装材料领域，针对不同电池特性推出三大核 心封装方案，为太空光伏技术落地提供关键支撑。钙钛矿电池专用胶膜在协鑫光电、纤纳光电、京东方 光能、仁烁光能、极电光能等多家钙钛矿头部企业进行测试，效果良好，并已开始配合部分客户进行批 量生产阶段。同时，公司积极关注晶硅/钙钛矿叠层电池的研发进度，配合头部钙钛矿企业开展胶膜的 优化升级及测试验证工作。具体业务情况请以公司对外披露的定期报告和相关公告为准。 （文章来源：证券日报） ...

格隆汇1月16日丨鹿山新材(603051.SH)在投资者互动平台表示，鹿山新材部分产品可用于商业航天领 域，如钙钛矿电池专用热塑性胶膜，鹿山新材深耕高分子封装材料领域，针对不同电池特性推出三大核 心封装方案，为太空光伏技术落地提供关键支撑。钙钛矿电池专用胶膜在协鑫光电、纤纳光电、京东方 光能、仁烁光能、极电光能等多家钙钛矿头部企业进行测试，效果良好，并已开始配合部分客户进行批 量生产阶段。同时，公司积极关注晶硅/钙钛矿叠层电池的研发进度，配合头部钙钛矿企业开展胶膜的 优化升级及测试验证工作。具体业务情况请您以公司对外披露的定期报告和相关公告为准。 ...

格隆汇1月15日丨美联新材(300586.SZ)在互动平台表示，公司的高分子材料不可以用于ai+量子的研究。 ...

Core Insights - Lushan New Materials (603051) is rapidly entering the smart terminal core materials market, particularly in robotic electronic skin, leveraging its expertise in polymer materials [1][2] - The company launched a new generation of ionic-electronic coupling dual-mode electronic skin products that can independently sense both contact force and temperature changes [1] - The ionic-electronic coupling technology offers higher sensitivity and signal-to-noise ratio compared to traditional sensors, making it suitable for complex robotic applications [1] Group 1 - The new electronic skin sensors can detect minute forces, such as light touches and pulse beats, while maintaining linear output across a wide pressure range from a few pascals to hundreds of kilopascals [1] - The materials used in the electronic skin are soft and stretchable, allowing them to conform closely to complex surfaces like robotic joints and fingertips without hindering movement [1] - The material system is based on polymers and ionic compounds, which can be optimized for cost control and has significant potential for large-scale applications [1] Group 2 - Lushan New Materials has nearly 30 years of experience in polymer materials, which supports its entry into the robotics industry by providing necessary flexible, integrated, and high-performance materials [2] - The company has built a complete system covering material design, process development, and large-scale manufacturing, leveraging its technical experience in polymer synthesis, modification, and precision coating [2] - Over the next 3-5 years, the company aims to focus on high-growth areas such as flexible displays, electronic skin, and solid-state batteries, positioning itself as a core supplier of key materials and solutions for humanoid robots and smart terminals [2]

Group 1 - The core point of the article highlights the recent performance of Shanghai Pulite Composite Materials Co., Ltd., with a stock price increase of 5% to 23.94 CNY per share, a trading volume of 4.1 billion CNY, a turnover rate of 23.05%, and a total market capitalization of 26.629 billion CNY [1] - The company, established on October 28, 1999, and listed on December 18, 2009, specializes in the research, production, sales, and service of polymer new materials and their composites [1] - The revenue composition of the company includes general modified materials at 44.47%, engineering modified materials at 17.05%, lithium iron phosphate lithium-ion batteries at 15.42%, and other categories [1] Group 2 - From the perspective of major circulating shareholders, Southern Fund's Southern CSI 1000 ETF (512100) reduced its holdings by 76,600 shares in the third quarter, now holding 6.105 million shares, which represents 0.79% of circulating shares [2] - The Southern CSI 1000 ETF has a total scale of 76.63 billion CNY, with a year-to-date return of 7.05% and a one-year return of 45.31% [2] - The fund manager of Southern CSI 1000 ETF is Cui Lei, who has been in the position for 7 years and 68 days, with a total asset scale of 122.76 billion CNY [3] Group 3 - Southern Fund's Southern Balanced Allocation Mixed Fund (202212) also holds a significant position in Pulite, having reduced its holdings by 83,800 shares in the third quarter, now holding 505,900 shares, which accounts for 2.78% of the fund's net value [4] - The Southern Balanced Allocation Mixed Fund has a total scale of 267 million CNY, with a year-to-date return of 3.49% and a one-year return of 57.01% [4] - The fund manager of Southern Balanced Allocation Mixed Fund is Wan Zhaohui, who has been in the position for 263 days, with a total asset scale of 26.7 million CNY [5]