内容概要：功能性离型膜，简称"离型膜"，是一种表面具有分离性功能性薄膜，其主要由基材、底胶和 离型剂组成。离型膜是胶粘材料的"反作用"材料，用于实现材料间稳定剥离。按基材不同，离型膜可分 为PET离型膜、PE离型膜、BOPP离型膜、复合离型膜。从产业链来看，上游为生产离型膜所需的原材 料及设备，原材料包括原膜基材、硅油、固化剂、压敏胶等，生产设备涉及涂布、收卷、烘干等，原材 料的质量和配比直接关系着离型膜产品的性能和质量。中游为离型膜生产制造。下游为离型膜应用领 域，离型膜应用领域广泛，在消费电子、汽车、MLCC、偏光片等领域有着广泛应用，下游行业的兴衰 直接影响离型膜的需求。近年来，受下游市场需求波动的影响，中国离型膜市场规模也呈现波动态势， 2021-2024年期间，我国离型膜市场规模维持在220亿元以上，2024年市场规模为233.7亿元，同比增长 2.4%。未来，随着下游市场进一步发展，将推动离型膜需求持续放量，市场规模有望进一步扩大。从 2024年消费结构来看，消费电子为离型膜最大应用领域，占比49%；其次为MLCC领域，占比36%；偏 光片领域占比6%。汽车、OCA 光学胶也为离型膜重要应用领域， ...

Group 1 - The company announced plans to initiate the process for issuing H-shares and listing on the Hong Kong Stock Exchange to enhance its international presence and brand recognition [1] - The board of directors has authorized the management to start preparatory work for the H-share listing, with a timeframe of 12 months from the board's approval [1] - The H-share listing is subject to further approval from the board, shareholders, and relevant regulatory bodies including the China Securities Regulatory Commission and the Hong Kong Stock Exchange [1] Group 2 - The company was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on November 15, 2019, with an issuance of 83.47 million shares at a price of 18.26 yuan per share [2] - The total funds raised from the initial public offering amounted to 152.42 million yuan, with a net amount of 145.02 million yuan after deducting issuance costs [2] - The funds raised were intended for various projects including the production line for inorganic ceramic nanofiltration membranes and a research center for membrane materials and technology [2][3]

长阳科技（SH 688299，收盘价：18.7元）6月9日发布公告称，截至本公告披露日，宁波长阳科技股份 有限公司股东宁波长阳永汇投资管理合伙企业（有限合伙）系公司员工持股平台，其合伙人包括公司部 分董事、监事及高管，持有公司股份约为770万股，占公司总股本比例为2.68%。以上股份为公司首次 公开发行股票并上市前持有的股份，且已于2022年11月7日解除限售并上市流通。公司副董事长杨衷核 先生直接持有公司股份约7.5万股，占公司总股本比例为0.0261%；公司董事、副总经理、财务总监李辰 先生直接持有公司股份约8.25万股，占公司总股本比例为0.0287%；公司副总经理杨承翰先生直接持有 公司股份5万股，占公司总股本比例为0.0174%；公司副总经理周玉波先生直接持有公司股份约7.92万 股，占公司总股本比例为0.0276%。以上股份为公司2020年限制性股票激励计划首次授予部分第一个归 属期归属股份，且已于2021年12月3日上市流通。近日，公司收到股东长阳永汇发来的《股份减持计划 告知函》，因自身资金需求，长阳永汇计划通过集中竞价、大宗交易的方式减持，合计减持股份数不超 过192万股，即不超过公司总股本 ...

Group 1: Business Overview - The industrial membrane currently accounts for approximately 70% of the company's membrane business revenue [1] - The company's membrane products are exported to over 130 countries and regions, projected to account for about 30% of total revenue in 2024 [2] Group 2: Product Applications - Household reverse osmosis membrane products are widely used in home health water applications, focusing on high-quality needs for sensitive users such as infants and the elderly [1] - The company is actively collaborating with application enterprises to accelerate the domestic substitution process of ultra-pure water key materials [2] Group 3: Financial Performance - In the first quarter, the company reported an operating income of 363 million yuan, an increase of 8.43% year-on-year [2] - The net profit attributable to the parent company was 44.45 million yuan, reflecting a year-on-year growth of 30.35% [2] - The average gross margin in the first quarter increased by 1.66% compared to previous periods, driven by the growth in membrane material sales [2] Group 4: Impact of Tariffs - The revenue from products directly exported to the United States is minimal, thus changes in China-U.S. tariff policies have a limited impact on the company's operations [1]