（记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：1.公司二氨基二苯砜固化剂、LCP单体是否间接用于商 业航天卫星/火箭、商业飞行汽车结构件/通信部件，现有配套客户及量产情况？2. 参股河北建新飞行汽 车的Aircar项目当前阶段（研发/测试/取证）及量产时间表？3.商业航天相关产品营收占比大概多少，未 来有无拓展规划？ 建新股份（300107.SZ）1月30日在投资者互动平台表示，1.客户信息属于公司核心商业秘密。公司产品 间氨基苯酚、氯苯砜、氨基砜等产品下游可以应用于复合材料和新材料行业，包括用于聚砜类新材料单 体、复合材料固化剂和增韧剂、电子材料固化剂、电子级聚酰亚胺（PI）单体、芳纶中间体、芳砜纶单 体等，在航空领域的客户为波音、空客等飞机制造商的材料供应商。液晶高分子材料中间体的下游液晶 材料（LCP）可用于电子信息领域（如5G基站滤波器、手机天线、连接器）、汽车工业（耐高温零部 件）、航空航天及医疗设备、机器人等产业，是高端制造业中的关键高端材料之一，目前该产品处于试 生产阶段。2.经公司向河北建新飞行汽车科技有限公司询问，AircarII样机基本完成，正在测试、调试 中，后期将开展试 ...

Group 1 - The State Intellectual Property Office of China has granted a patent to Luoyang Refining and Chemical Co., Ltd. for a method and system for controlling the operation of a reactor used in resin production, with the announcement number CN120993759B and an application date of October 2025 [1] - Luoyang Refining and Chemical Co., Ltd. was established in 2010, located in Luoyang City, and primarily engages in the petroleum, coal, and other fuel processing industries, with a registered capital of 39.190494 million RMB [1] - The company has made investments in 4 enterprises, participated in 63 bidding projects, holds 3 trademark registrations, and has 52 patents, along with 173 administrative licenses [1] Group 2 - Jiyuan Haiwan Industrial Co., Ltd. was established in 2012, located in a county-level administrative region, and primarily focuses on the manufacturing of chemical raw materials and products, with a registered capital of 100 million RMB [1] - The company has participated in 6 bidding projects, holds 2 trademark registrations, has 34 patents, and possesses 47 administrative licenses [1]

投资者关系活动记录表 | 编号：2026-001 | | --- | | 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） ☐ 农银汇理基金汤砚卿、鹏扬基金梁君岳、华泰资产王曦炜、长城基 | | | 金李金鸿、天风证券唐婕、东方证券倪吉、东方证券万里扬、东方 | | 参与单位名称及人员姓名 | | | | 财富证券汪智谦 | | 时间 | 2026年01月28日 15:00-17:00 | | 地点 | 宜宾天原集团股份有限公司会议室 | | | 董事会秘书 何波 | | | 副总会计师 陶铸 | | 上市公司接待人员姓名 | 海丰和泰副总经理 梁波 | | | 证券事务代表 张梦、谢明洋 | | | 锂电新材销售经理 邓雨亮 | | | 1. 公司"十五五"战略规划？ | | | 答:公司"十五五"规划仍然是围绕"一体两翼"战略目标，持 | | 投资者关系活动主要内容 | 续在氯化法钛白粉和新能源电池材料方面深耕，目前公司 ...

Group 1 - The core viewpoint of the news is the performance of Jinghua New Materials, which saw a stock price increase of 5.24% to 27.09 CNY per share, with a trading volume of 309 million CNY and a turnover rate of 4.06%, resulting in a total market capitalization of 7.867 billion CNY [1] - Jinghua New Materials, established on April 19, 2006, and listed on October 20, 2017, specializes in providing adhesive materials and products to various industries, including industrial enterprises, mobile phone manufacturers, power battery manufacturers, and display manufacturers [1] Group 2 - From the perspective of fund holdings, one fund under Rongtong Fund has a significant position in Jinghua New Materials, with the Rongtong New Blue Chip Mixed Fund (161601) holding 820,400 shares, accounting for 2.09% of the fund's net value, making it the ninth largest holding [2] - The Rongtong New Blue Chip Mixed Fund (161601) was established on September 13, 2002, with a latest scale of 1.004 billion CNY, achieving a year-to-date return of 7.92% and a one-year return of 36.23% [2] - The fund manager, He Long, has been in position for 10 years and 158 days, overseeing total assets of 2.641 billion CNY, with the best fund return during his tenure being 128.31% and the worst being -30.69% [2]

Core Viewpoint - The company is in the trial production phase for its liquid crystal polymer material intermediates, with uncertainties regarding the official production timeline, quality stability, customer acceptance, and impact on this year's performance [1] Group 1: Production Status - The company's wholly-owned subsidiary, Cangzhou Jianxin Ruixiang Chemical Technology Co., Ltd., is currently in the trial production stage [1] - Completion of production line debugging and customer validation of samples is still required before official production can commence [1] Group 2: Market and Application - The company's existing products are used by direct customers in industries such as dyes, paper, electronics, and materials, but do not directly apply to the commercial aerospace sector [1] - The company is unable to quantify the revenue proportion that will ultimately be used in the commercial aerospace field [1] Group 3: Future Development - The company plans to actively organize production and develop new products based on user demand [1]

Group 1 - The core viewpoint of the article indicates that Longpan Technology (龙蟠科技) is experiencing a significant decline in stock price, dropping over 4% to HKD 11.59, with a trading volume of HKD 38.30 million [1] - The company has announced an expected net loss attributable to shareholders of approximately RMB 180 million to RMB 148 million for the fiscal year 2025, which represents a substantial reduction in losses compared to the previous year [1] - The expected net loss excluding non-recurring items for 2025 is projected to be between RMB 39.51 million and RMB 29.19 million [1] Group 2 - The company's lithium iron phosphate cathode material business is affected by fluctuations in the price of lithium carbonate, resulting in a low gross margin [1] - Additional factors impacting performance include inventory write-down losses, asset impairment, and significant non-recurring gains and losses due to changes in the fair value of financial liabilities such as minority shareholder buyback rights and convertible redeemable preferred shares [1]

声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 融券方面，金三江1月29日融券偿还100.00股，融券卖出100.00股，按当日收盘价计算，卖出金额 1354.00元；融券余量6500.00股，融券余额8.80万元，超过近一年90%分位水平，处于高位。 责任编辑：小浪快报 资料显示，金三江(肇庆)硅材料股份有限公司位于广东省肇庆高新区创业路15号，成立日期2003年12月 3日，上市日期2021年9月13日，公司主营业务涉及沉淀法二氧化硅的研发、生产和销售。主营业务收入 构成为：二氧化硅99.53%，其他0.47%。 1月29日，金三江跌1.60%，成交额8043.10万元。两融数据显示，当日金三江获融资买入额738.34万 元，融资偿还521.20万元，融资净买入217.14万元。截至1月29日，金三江融资融券余额合计5196.84万 元。 分红方面，金三江A股上市后累计派现1.29亿元。近三年，累计派现9844.80万元。 融资方 ...

Core Viewpoint - On January 29, Xinghua New Materials experienced a decline of 0.69% with a trading volume of 124 million yuan, indicating a negative net financing position for the day [1]. Financing Summary - On January 29, the financing buy amount for Xinghua New Materials was 11.7964 million yuan, while the financing repayment was 18.7172 million yuan, resulting in a net financing outflow of -6.9207 million yuan [1]. - As of January 29, the total financing and securities lending balance for Xinghua New Materials was 199 million yuan, with the financing balance accounting for 3.67% of the circulating market value, which is above the 90th percentile level over the past year [1]. - The securities lending data showed no shares were repaid or sold on January 29, with a remaining quantity of 5,800 shares and a securities lending balance of 184,400 yuan, also exceeding the 90th percentile level over the past year [1]. Company Overview - Zhejiang Xinghua New Materials Group Co., Ltd. was established on April 3, 2003, and listed on September 30, 2021. The company is located at 24th Floor, Jinzhun Building, 98 Shimin Street, Shangcheng District, Hangzhou, Zhejiang Province [1]. - The main business of the company includes the research, design, production, and sales of reflective materials and products, with revenue composition as follows: reflective materials 76.62%, other reflective products 14.01%, reflective fabrics 4.35%, reflective clothing 3.11%, and others 1.91% [1]. Shareholder Information - As of January 9, the number of shareholders for Xinghua New Materials was 10,600, an increase of 15.76% compared to the previous period, while the average circulating shares per person decreased by 13.61% to 9,018 shares [2]. Financial Performance - For the period from January to September 2025, Xinghua New Materials reported an operating income of 581 million yuan, a year-on-year decrease of 1.84%, while the net profit attributable to the parent company was 108 million yuan, reflecting a year-on-year increase of 1.82% [2]. Dividend Information - Since its A-share listing, Xinghua New Materials has distributed a total of 452 million yuan in dividends, with 332 million yuan distributed over the past three years [3].

国家知识产权局信息显示，深圳新宙邦科技股份有限公司取得一项名为"一种耐冷却液电容器密封板及 电容器"的专利，授权公告号CN121005826B，申请日期为2025年10月。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 天眼查资料显示，深圳新宙邦科技股份有限公司，成立于2002年，位于深圳市，是一家以从事化学原料 和化学制品制造业为主的企业。企业注册资本74777.9091万人民币。通过天眼查大数据分析，深圳新宙 邦科技股份有限公司共对外投资了29家企业，参与招投标项目32次，财产线索方面有商标信息206条， 专利信息582条，此外企业还拥有行政许可72个。 江苏希尔斯电子材料有限公司，成立于2023年，位于淮安市，是一家以从事计算机、通信和其他电子设 备制造业为主的企业。企业注册资本7010.53万人民币。通过天眼查大数据分析，江苏希尔斯电子材料 有限公司参与招投标项目7次，专利信息10条，此外企业还拥有行政许可11个。 ...

Investment Rating - The report assigns a "Buy" rating to the company, indicating a favorable outlook for its performance relative to the market [8]. Core Insights - The company is enhancing its industrial system through initiatives such as "casting chains, extending chains, supplementing chains, and strengthening chains," which aims to create a comprehensive industrial chain in chemical new materials and new energy [1]. - The demand for polycarbonate (PC) is expected to continue growing, driven by applications in various industries including home appliances, automotive, and high-tech fields such as rail transportation and aerospace [4]. - The company is positioned as a leader in the domestic market with a complete industrial chain from pure benzene to polycarbonate, which enhances its competitive edge [4]. Summary by Relevant Sections Latest Developments - The company is developing a new energy industrial chain that includes a 600,000 tons/year propane dehydrogenation and a 300,000 tons/year direct oxidation epoxy propane facility, integrating with existing production lines [1]. - The completion of projects such as a 250,000 tons/year electrolyte solvent and a 200,000 tons/year high-performance polypropylene is expected to enhance production capabilities [1]. Product Focus - The company specializes in chemical new materials and new energy, with products spanning phenolic ketone, new energy materials, specialty chemicals, and industrial gases [4]. - The polycarbonate industry chain is experiencing sustained demand growth, with the company producing differentiated products that meet or exceed international standards [4]. Market Trends - The consumption of bisphenol A (BPA) is projected to grow, with a compound annual growth rate (CAGR) of 16.59% over the next five years, driven by the expansion of downstream industries [4]. - The expected year-on-year growth for BPA consumption in 2024 is approximately 19.14%, indicating robust market dynamics [4].