证券代码：301161 证券简称：唯万密封 | Q2：请问公司在半导体领域密封业务进展如何？ | | --- | | A：目前公司在半导体加工设备方面的全氟醚密封产品已 | | 形成销售订单，客户包括国内一线设备商及部分晶圆厂； | | 部分新品也在积极验证中，产品验证良好，由于技术难度 | | 大，测试更为严苛，公司正加大研发投入，保证产品批量 | | 稳定性。 | | Q3："十五五"规划强调科技自立自强和产业链自主可控， | | 当前半导体密封圈国产化率较低，请问公司如何把握当前 | | 行业机会，规划后续发展？ | | A：公司高度重视产业机遇，为了加速半导体业务发展， | | 拟计划将此业务独立运营，专注于半导体密封这一专业领 | | 域，同时吸引优质战略投资者，整合各方优势资源，在研 | | 发、生产、客户突破等方面构建协同效应，共同把握半导 | | 体密封行业的市场发展机遇。 | | Q4：在油气方面，公司在中东地区的开拓情况如何？ | | A：为了加强油气领域密封产品的海外市场开拓步伐，配 | | 合为国际头部油服公司提供产品和售后服务，公司已在达 | | 曼地区投资建厂，相关生产手续备案进展 ...

O 形圈是一种环形的密封垫圈，横截面为圆形，通常由弹性体（橡胶）或热塑性塑料制成。它被设计用于安装在凹槽 内，并被压缩在两个或多个部件之间，以形成防漏密封。 中国O型圈发展现状及未来趋势（2020-2031） 市场规模持续扩大，国产替代加快：随着汽车、半导体、轨道交通、工程机械、医疗设备等高端制造业不断壮大，中国 O 型圈市场需求稳步增长。过去依赖进口的高性能 O 型圈（如 FFKM 、特殊氟橡胶、金属包覆型等）正在被国产品牌逐 步替代。国内头部企业不断提升材料研发能力、配套工艺、密封系统设计能力，加快进入高端应用市场。 高端化与定制化成为核心发展方向：市场从通用型 O 型圈向耐高温、高洁净、耐腐蚀、耐辐射、耐高压等功能型产品拓 展。高端客户（如航空、半导体、氢能）要求密封件具备极端工况下的可靠性，对材料、配方、几何公差等提出更高要 求。定制化与协同开发成为企业争夺客户的重要手段，向"密封系统整体解决方案提供商"转型。 政策支持 + 国产替代背景利好行业成长：国家"强链补链"政策推动密封行业关键技术攻关；工业强基、精密制造、关键 基础零部件提升工程等政策密切相关；关税结构优化与招采政策向本土企业倾斜，助推国产 ...

12月31日，唯万密封涨2.10%，成交额5.82亿元。两融数据显示，当日唯万密封获融资买入额6118.43万 元，融资偿还6080.48万元，融资净买入37.95万元。截至12月31日，唯万密封融资融券余额合计1.61亿 元。 机构持仓方面，截止2025年9月30日，唯万密封十大流通股东中，富国稳健增长混合A（010624）位居 第五大流通股东，持股230.00万股，为新进股东。平安先进制造主题股票发起A（019457）位居第六大 流通股东，持股113.32万股，为新进股东。富国均衡投资混合（024188）位居第七大流通股东，持股 80.00万股，为新进股东。易方达新丝路混合（001373）、中信保诚多策略混合(LOF)A（165531）退出 十大流通股东之列。 责任编辑：小浪快报 融资方面，唯万密封当日融资买入6118.43万元。当前融资余额1.60亿元，占流通市值的3.53%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，唯万密封12月31日融券偿还4000.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量5500.00股，融券余额20.82万元，超过近一年90% ...

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 针对上述提问，唯万密封回应称："尊敬的投资者您好，广州加士特的密封产品主要应用于石油天然 气、通用工业及半导体设备等领域，目前未涉及航天航空方面，感谢您的关注。" 有投资者在互动平台向唯万密封提问："董秘您好：公司子公司广州加士特，有航空航天方面技术储备 吗？" ...

12月24日，唯万密封涨0.39%，截至发稿，报33.39元/股，成交2.00亿元，换手率7.78%，总市值40.07亿 元。唯万密封股价已经连续4天上涨，区间累计涨幅8.83%。 资料显示，上海唯万密封科技股份有限公司位于上海市浦东新区运通路196弄6号楼，成立日期2008年11 月19日，上市日期2022年9月14日，公司主营业务涉及液压气动密封产品研发、生产和销售的高新技术 企业。主营业务收入构成为：液压密封件37.11%，泵阀密封件20.77%，其他密封件17.29%，液压密封 包17.18%，非密封产品6.76%，其他0.90%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 平安先进制造主题股票发起A（019457）成立日期2023年10月24日，最新规模10.27亿。今年以来收益 70.28%，同类排名179/4197；近一年收益66.75%，同类排名187/4157；成立以来收益80.07%。 平安先进制造主题股票发起A（019457 ...

Core Viewpoint - The company Weiman Sealing experienced a 2.35% increase in stock price on December 1, with a trading volume of 126 million yuan, indicating positive market sentiment and investor interest [1]. Financing Summary - On December 1, Weiman Sealing had a financing buy-in amount of 9.0054 million yuan, with a net financing purchase of 952,200 yuan after 8.0532 million yuan was repaid [1]. - The total financing and securities balance reached 93.2756 million yuan, accounting for 2.35% of the circulating market value, which is above the 50th percentile level over the past year, indicating a relatively high financing level [1]. - There were no shares sold or repaid in the securities lending market on December 1, with the securities lending balance also at zero, placing it in the 90th percentile level over the past year, suggesting a high level of demand for borrowing [1]. Business Performance - As of November 28, the number of shareholders for Weiman Sealing increased by 0.86% to 12,200, while the average circulating shares per person decreased by 0.85% to 6,329 shares [2]. - For the period from January to September 2025, Weiman Sealing reported a revenue of 572 million yuan, reflecting a year-on-year growth of 10.68%, and a net profit attributable to shareholders of 69.791 million yuan, which is a 38.54% increase compared to the previous year [2]. Dividend and Shareholding Structure - Since its A-share listing, Weiman Sealing has distributed a total of 37.68 million yuan in dividends [3]. - As of September 30, 2025, notable institutional shareholders include the new entrants such as the Fortune Stable Growth Mixed Fund, holding 2.3 million shares, and the Ping An Advanced Manufacturing Theme Fund, holding 1.1332 million shares [3].

Core Viewpoint - Shanghai Weiman Sealing Technology Co., Ltd. announced the approval of a lease agreement for its wholly-owned subsidiary JST Seals Technology International LLC to rent a facility in Saudi Arabia for operational needs, with a total rent of approximately 5.4 million RMB over five years [1][4]. Group 1: Lease Details - The lease covers a total area of 2,250 square meters located in the Forus Industrial Complex, Dammam, Saudi Arabia, with a lease term from December 1, 2025, to November 30, 2030 [2]. - The total rent is set at 2.84625 million Saudi Riyals (including tax), equivalent to approximately 5.4039 million RMB based on the exchange rate of 1:1.8986 [2]. Group 2: Counterparty Information - The lessor, Forus Real Estate Investment and Development Company, is an independent entity with no affiliation to Weiman Sealing or JST, and operates in real estate investment, development, and management [3]. Group 3: Pricing and Strategic Impact - The lease price was determined based on local market conditions and is considered fair and reasonable, aligning with the company's long-term strategic goals to enhance its presence in the Middle East [4]. - The rental amount is relatively small compared to the company's overall operations, indicating it will not significantly impact the financial status or operational results [4].

Core Viewpoint - The company has approved a lease agreement for its wholly-owned subsidiary JST to support its operational needs in Saudi Arabia, indicating strategic expansion and investment in international markets [1] Group 1: Lease Agreement Details - The lease agreement involves a property located in the Forus Industrial Complex, Dammam, Saudi Arabia, with a total area of 2,250 square meters [1] - The lease term is set from December 1, 2025, to November 30, 2030 [1] - The total rent for the lease is 2.8462 million Saudi Riyals, equivalent to approximately 5.4039 million Chinese Yuan, including tax [1]

Core Insights - Weiman Sealing (301161) reported strong financial performance for Q3 2025, with revenue of 572 million yuan, a year-on-year increase of 10.68%, and a net profit of 69.79 million yuan, reflecting a growth of 38.54% [1][2] - The company continues to enhance its market competitiveness through strategic acquisitions and increased R&D investment, leading to improved technical innovation capabilities [1] Financial Performance - For the first three quarters of 2025, Weiman Sealing achieved a revenue of 572 million yuan, with a net profit of 69.79 million yuan, indicating robust growth [1] - In Q3 alone, the company generated revenue of 186 million yuan and a net profit of 21.77 million yuan, both showing a positive year-on-year growth trend [1] Market Position and Strategy - Weiman Sealing is a leading player in the sealing technology sector, focusing on the R&D, production, and sales of various sealing components and systems, widely used in industries such as construction machinery and automotive manufacturing [1] - The company completed the acquisition of remaining shares in its subsidiary, further strengthening its market position [1] Future Outlook - Weiman Sealing plans to continue its focus on sealing technology, aligning with industry trends and enhancing technological innovation and market expansion [2] - With increased government support for high-end equipment manufacturing, the company is positioned to seize more development opportunities and contribute to technological advancements in the sealing industry [2]

Group 1 - The core viewpoint of the article highlights the financial performance of Weiman Sealing in the third quarter of 2023, showing significant growth in revenue and net profit [1] - Weiman Sealing reported a revenue of approximately 572 million yuan for the first three quarters of 2025, representing a year-on-year increase of 10.68% [1] - The net profit attributable to shareholders was approximately 69.79 million yuan, reflecting a year-on-year increase of 38.54% [1] - The basic earnings per share were reported at 0.5816 yuan, also showing a year-on-year increase of 38.54% [1] Group 2 - As of the report, Weiman Sealing has a market capitalization of 4.8 billion yuan [2]