证券之星消息，2025年8月26日普利特（002324）发布公告称公司于2025年8月26日召开业绩说明会，西部 证券、嘉实基金、金鹰基金、中信资管、招商证券资管、银河基金、富国基金、华泰柏瑞、淡水泉投资、 慎知资产、东兴基金、天风证券、东吴证券资管、博道基金、百嘉基金、长生人寿、深圳创富兆业、久期 投资、青岛朋元资产、金格投资、长安国际信托、思晔投资、开源证券、毕盛(上海)投资、信达证券、申 万宏源、国投证券、中金公司、南方基金、交银施罗德基金参与。 具体内容如下： 一、公司情况介绍 公司董事会秘书蔡青先生介绍了公司近期的基本情况，和公司未来战略发展规划。 二、交流互动摘要 问：公司 2025 上半年经营情况如何？ 答：公司 2025 年上半年业绩较去年同期产生了较大幅度的增长，主要系公司改性材料业务订单量饱满， 新增产能逐渐释放，有效缓解部分产品需求，同时叠加非汽车业务市场突破，推动改性材料板块营业收入 持续增长；公司新能源业务经营情况较去年明显改善，其中方形电池供不应求，同时伴随着钠离子电池订 单增加，半固态电池下线量产，推动公司新能源板块营业收入同比增长 21.32%。 问：公司 LCP 薄膜的壁垒主 ...

证券代码： 002324 证券简称：普利特 上半年公司新能源板块经营业绩触底反弹，未来随着公司在海外 布局的加速；钠离子电池的快速发展；半固态电池的持续交付；新 增方型产线产能的供不应求,将对公司新能源板块业绩起到积极的 影响。 3、公司在机器人领域的进展情况如何？ 公司作为改性材料行业的龙头企业，材料应用在绝大部分的国内 外主机厂中。公司积极布局改性 PEEK，改性 PPS，改性 PA 等材料在 机器人领域的应用，与下游机器人终端客户和零部件客户在前端设 计和验证方面进行三方深度合作，目前部分材料已经批量供应于工 业机器人领域，未来公司将重点推进改性材料产品在人形机器人的 轻量化应用。 4、公司 LCP 薄膜的壁垒主要体现在哪些方面？ 上海普利特复合材料股份有限公司投资者关系活动记录表 编号：2025-08-26 | 投资者关 | □特定对象调研 □分析师会议 | | --- | --- | | 系活动类 | □媒体采访 业绩说明会 ☑ | | 别 | □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） | | 参与单位 | 西部证券、天风证券、开源证券、信达证 ...

Group 1: Company Overview and Strategy - The company is focusing on expanding its modified materials business, particularly in the automotive sector, which is experiencing stable growth due to new capacity releases [1] - The company plans to alleviate production capacity shortages with the completion of new factories in Anhui and Tianjin by the end of the year [1] Group 2: New Energy Business Development - The new energy business is showing continuous improvement, with increased shipments of 100Ah household energy storage batteries, sodium-ion batteries, and semi-solid batteries positively impacting the company's semi-annual performance [2] - The company has secured bulk orders for sodium-ion batteries in various sectors and is actively engaging in projects related to data center backup power [2] - The establishment of Guangdong Haishida Sodium Star Technology Co., Ltd. aims to enhance the development of sodium-ion batteries through strategic investments [2] Group 3: Robotics Material Applications - The company produces modified PEEK, PPS, and PA materials for the robotics industry, with some materials already in mass supply, although this segment currently represents a small proportion of overall business [3] - The company is actively collaborating with leading clients to promote the use of its materials in the robotics sector [3] Group 4: LCP Business Overview - The company has a comprehensive LCP resin layout, covering I, II, and III types, with production capabilities for injection-grade, film-grade, and fiber-grade resins [4][5] - The company is the only global entity with the ability to synthesize, modify, and produce LCP resins, films, and fibers at scale [5] Group 5: LCP Business Progress - LCP products are increasingly used in high-frequency and high-speed signal transmission industries, with applications expected to grow in 6G, automotive millimeter-wave radar, AI servers, brain-machine interfaces, and low-orbit satellites [6] - The company is making significant progress in validating LCP film products with a leading domestic telecommunications client, with expectations for mass delivery this year [6]

Core Viewpoint - The article discusses the termination of a project by Shanghai Pulite Composite Materials Co., Ltd. and its subsidiary Jiangsu Haisida Power Co., Ltd. due to changes in the macro environment of the new energy industry, emphasizing the company's strategic focus on sodium-ion and solid-state batteries moving forward [3][6][8]. Group 1: Project Investment Overview - The project aimed to establish a sodium-ion and lithium-ion battery production base in Liuyang, Hunan, with a land use right acquired for the project [5]. - The project was initially signed in June 2023, but no substantial construction had commenced by the time of the announcement [5]. Group 2: Termination of Project Investment - The decision to terminate the project was made after careful consideration of the changing macro environment in the new energy sector, leading to mutual agreement with the Liuyang Economic and Technological Development Zone to end the investment [6]. - The company will return the land use rights and relevant fees, including land transfer fees, deed tax, and deposits [6]. Group 3: Impact of Project Termination - The termination of the project is not expected to adversely affect the company's existing operations or performance, nor will it hinder the development of its new energy business [8]. - The company continues to focus on strategic development in sodium-ion and solid-state batteries, having established partnerships with leading industry players and securing orders for future deliveries [8]. - Since its establishment in 1993, the company has been a leader in modified composite materials, with a significant presence in the automotive sector and a recent expansion into the lithium battery field [8].