格隆汇9月26日丨佛塑科技(000973.SZ)公布，为了做强做大高分子功能薄膜业务，推动尼龙薄膜业务向 产业链上游延伸，增强市场竞争力，公司与中石化湖南石油化工有限公司（简称湖南石化）拟在湖南省 岳阳市共同设立项目公司（简称项目公司），投资建设聚酰胺-尼龙薄膜项目。 项目公司计划注册资本96,000万元，其中公司出资57,600万元，股权比例为60%，湖南石化出资38,400 万元，股权比例为40%。项目公司成立后为公司的控股子公司，纳入公司合并报表范围。本项目计划投 资总额为346,911万元（含增值税、经营流动资金；不含增值税、不含经营流动资金的投资总额为 279,150万元），建设聚酰胺切片和尼龙薄膜生产线，主要生产经营聚酰胺切片和尼龙薄膜产品。 ...

项目公司计划注册资本9.6亿元，其中公司出资5.76亿元，股权比例为60%，湖南石化出资3.84亿元，股 权比例为40%。项目公司成立后为公司的控股子公司，纳入公司合并报表范围。项目计划投资总额为 34.69亿元(含增值税、经营流动资金;不含增值税、不含经营流动资金的投资总额为27.92亿元)，建设聚 酰胺切片和尼龙薄膜生产线，主要生产经营聚酰胺切片和尼龙薄膜产品。 智通财经APP讯，佛塑科技(000973.SZ)发布公告，公司围绕新材料主业发展定位，为了做强做大高分子 功能薄膜业务，推动尼龙薄膜业务向产业链上游延伸，增强市场竞争力，公司与中石化湖南石油化工有 限公司(简称湖南石化)拟在湖南省岳阳市共同设立项目公司，投资建设聚酰胺-尼龙薄膜项目。 该项目上下游产业链主要为"己内酰胺—PA6切片—BOPA薄膜"。公司与湖南石化合作投资建设本项 目，将充分发挥上下游产业链协同效应，实现强强联合，公司将发挥自身BOPA薄膜技术优势及经营管 理经验，湖南石化将发挥PA6切片的技术优势及经营管理经验、项目建设经验等优势,本项目与湖南石化 己内酰胺项目处于同一产业园区，将充分发挥己内酰胺—PA6切片—BOPA薄膜产业链整 ...

Core Viewpoint - The company has established a joint venture with Sinopec Hunan Petroleum and Chemical Corporation to invest in a polyamide-nylon film project, which is expected to enhance its market position and core competitiveness in the BOPA film business [1] Group 1: Joint Venture Details - The registered capital of the project company is 960 million yuan, with the company contributing 576 million yuan for a 60% stake, while Hunan Petrochemical contributes 384 million yuan for a 40% stake [1] - The total planned investment for the project is 3.469 billion yuan, aimed at constructing production lines for polyamide chips and nylon films [1] Group 2: Project Timeline and Objectives - The expected construction period for the project is 38 months [1] - The project aligns with the company's industrial development positioning and aims to enhance its market status in the BOPA film sector, thereby strengthening its core competitiveness and risk resistance [1]

Group 1 - The core viewpoint of the news is that Heshun Technology has shown fluctuations in financing activities and financial performance, with a notable increase in revenue but a significant decline in net profit [1][2]. - On September 25, Heshun Technology's stock rose by 1.52%, with a trading volume of 108 million yuan. The financing buy-in amount was 6.3175 million yuan, while the financing repayment was 6.8928 million yuan, resulting in a net financing buy-in of -575,300 yuan [1]. - As of September 25, the total balance of margin trading for Heshun Technology was 100 million yuan, accounting for 2.37% of its circulating market value, which is above the 90th percentile level over the past year [1]. - The company specializes in the research, production, and sales of differentiated, functional biaxially oriented polyethylene terephthalate (BOPET) films, with revenue composition being 45.46% from colored optical base films, 42.62% from transparent films, and 10.84% from other functional films [1]. Group 2 - As of June 30, the number of shareholders for Heshun Technology was 9,591, an increase of 1.54% from the previous period, while the average circulating shares per person decreased by 1.51% to 4,092 shares [2]. - For the first half of 2025, Heshun Technology achieved operating revenue of 296 million yuan, representing a year-on-year growth of 27.93%. However, the net profit attributable to the parent company was -14.3134 million yuan, a year-on-year decrease of 153.36% [2]. - Since its A-share listing, Heshun Technology has distributed a total of 152 million yuan in dividends, with 95.8046 million yuan distributed over the past three years [3].

Group 1 - The core point of the article is that shareholder Chen Jian plans to reduce his stake in Zhejiang Zhongcheng by up to approximately 27.17 million shares, which represents no more than 3% of the company's total share capital, within three months starting from the announcement date [1] - As of the report, Zhejiang Zhongcheng's market capitalization is 4.5 billion yuan [1] - The revenue composition for Zhejiang Zhongcheng for the first half of 2025 is as follows: POF heat shrinkable film accounts for 54.7%, synthetic rubber manufacturing accounts for 43.92%, and other businesses account for 1.38% [1]

从基金十大重仓股角度 数据显示，金元顺安基金旗下1只基金重仓裕兴股份。金元顺安元启灵活配置混合（004685）二季度持 有股数228.85万股，占基金净值比例为1.08%，位居第一大重仓股。根据测算，今日浮亏损失约73.23万 元。连续4天下跌期间浮亏损失73.23万元。 9月23日，裕兴股份跌5.25%，截至发稿，报5.77元/股，成交1864.24万元，换手率0.98%，总市值21.66 亿元。裕兴股份股价已经连续4天下跌，区间累计跌幅4.99%。 资料显示，江苏裕兴薄膜科技股份有限公司位于江苏省常州市钟楼经济开发区童子河西路8-8号，成立 日期2004年12月10日，上市日期2012年3月29日，公司主营业务涉及中厚型特种功能性聚酯薄膜的研 发、生产和销售。主营业务收入构成为：聚酯薄膜87.20%，其他(补充)9.42%，涂布膜3.37%。 金元顺安元启灵活配置混合（004685）基金经理为缪玮彬。 截至发稿，缪玮彬累计任职时间8年284天，现任基金资产总规模13.5亿元，任职期间最佳基金回报 508.48%， 任职期间最差基金回报-28.79%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动 ...

Group 1: Investor Relations Activities - The company participated in the "2025 Guangdong Online Investor Reception Day" on September 19, 2025 [2] - Key executives present included Chairman and President Mr. Luo Weiman, CFO Ms. Yang Bing, and several independent directors [2] Group 2: Customer Base and Market Expansion - The company primarily serves well-known clients such as Avery Dennison and Finotex, with plans to expand its customer base through product innovation and enhanced R&D capabilities [2][3] - The company is actively exploring collaborations with universities and research institutions for technology development [2][3] Group 3: R&D and Product Development - R&D investment increased by 13.92% year-on-year in the first half of 2025, focusing on new product development and upgrades [4] - Key projects include the development of the seventh-generation adhesive-free film and graphene transfer film for electronic devices [4] Group 4: Financial Performance - Investment income increased by 363.25% year-on-year, primarily due to cash management strategies involving large deposits and structured savings [6] - Inventory decreased by over 20 million compared to the beginning of the year, with a stock turnover rate of 8.92 times, indicating improved inventory management [7] Group 5: Production and Quality Control - The company has established a comprehensive quality control system and achieved ISO9001 certification, with several products passing international standards [3] - The company operates multiple production lines for functional films and masterbatches, enhancing its manufacturing capabilities [3] Group 6: Market Challenges and Strategic Responses - The company is addressing market challenges by focusing on value management and maintaining a stable dividend policy to enhance investor confidence [8] - Plans to utilize AI technology for optimizing supply chain management and customer service are in place, aiming to improve operational efficiency [8][9]

（记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：贵司开发的PCB光刻胶的载体材料是否开始向供应商供 货。 裕兴股份（300305.SZ）9月18日在投资者互动平台表示，公司定增募投项目中聚酯薄膜生产线产品包括 PCB感光干膜基膜，产品性能要求较高。公司结合生产线调试情况推进该产品研发、试生产进度，目前 尚未向客户供货。 ...

Group 1 - The company Ruifeng (688323.SH) has indicated that its PI film products are used in several mainstream foldable screen structures, although the revenue contribution from these products is relatively small [1] - An investor inquired about the specific foldable screen phones from Huawei that utilize the company's products, as well as other brands in which the company's products have entered the supply chain [3] - The investor also asked whether there has been a significant increase in the sales of the company's products in the foldable screen segment this year [3]

佛山佛塑科技集团股份有限公司。图源：佛塑官网。 根据2024年报数据，剔除独立董事、监事会主席、监事后，佛塑科技共有11位董事和高级管理人员。从 年龄看，佛塑科技董事和高级管理人员平均年龄为52岁，年龄中位数为51岁，其中，副总裁王仁杰年龄 最高为61岁，财务总监（财务负责人）张镜和年龄最小为43岁。 9月16日，佛山佛塑科技集团股份有限公司（简称"佛塑科技"）公告，聘任陈广艺先生为公司副总裁。 资料显示，陈广艺，1979年10月出生，中共党员，计算机科学与技术专业本科学历，中级软件设计师， 现任公司全资子公司佛山市富大投资有限公司党支部书记、董事、法定代表人、总经理，兼任佛山佛塑 科技集团股份有限公司东方分公司负责人；曾任佛山佛塑科技集团股份有限公司团委副书记、综合办公 室信息中心信息经理、综合办公室副主任、综合办公室主任。 据公司官网显示，佛山佛塑科技集团股份有限公司成立于1988年6月。2000年5月在深圳证券交易所挂牌 上市，是"国家火炬计划重点高新技术企业"、"国家技术创新示范企业"和国务院国资委"科改示范企 业"。公司专注于高分子功能薄膜与复合材料的研发与生产，围绕新材料主业发展定位，形成以光学薄 ...