Core Viewpoint - The company is focused on expanding its market share globally by enhancing its reflective functional films and exploring new application scenarios [1] Group 1: Business Strategy - The company aims to strengthen its core product lines, particularly reflective functional films, while actively seeking new application areas [1] - There is a commitment to concentrate resources and R&D efforts on optical base films, solid and semi-solid electrolyte base films, and CPI films to overcome technical barriers and achieve industrialization [1] - The company plans to develop a champion product series while ensuring comprehensive import substitution [1] Group 2: Target Applications - The company will focus on four major application scenarios: new displays, semiconductors, 5G, and new energy vehicles, as well as energy storage [1] - There is an emphasis on developing key functional film products that are heavily reliant on imports and urgently need to achieve import substitution within these four application areas [1] - The company is also committed to researching and reserving new products that align with future technological frontiers [1]

（文章来源：每日经济新闻） 每经AI快讯，11月24日，沃顿科技(000920.SZ)公告称，公司拟以自有资金30,000万元投资设立全资子公 司沃顿科技（南京）有限公司，注册资本为30,000万元人民币，注册地址位于江苏省南京市江北新区， 经营范围包括反渗透膜、纳滤膜及其他分离膜材料产品的研发、生产、销售和技术服务等。该事项无需 提交股东会审议，不构成关联交易，也不属于重大资产重组。 ...

智通财经APP讯，沃顿科技(000920.SZ)公告，公司拟以自有资金3亿元投资设立全资子公司沃顿科技(南 京)有限公司(简称"南京沃顿")。本次投资设立的全资子公司南京沃顿拟作为公司膜用材料及膜组件能力 提升项目的投资运营主体，目前项目正在筹划中。 ...

尊敬的投资者，您好！2025年前三季度公司研发费用为4821万元，具体研发项目情况您可以查阅2025年 半年度报告中在研项目情况以及后续披露的2025年年度报告。感谢您对公司的关注。查看更多董秘问答 >> 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 投资者提问： 董秘，你好！请问贵司今年投入的研发费用是多少？在反射膜、CPI薄膜、半固态/固态电池骨架膜、半 固态/固态电池导离子膜、锂电池隔膜等功能膜里分别投入多少研发费用？ 董秘回答(长阳科技SH688299)： ...

| 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 | | | 参与单位 | 民生证券 | | | 名称 | | | | 时间 | 11 月 19 日 | | | 地点 | 线上沟通 | | | 上市公司 | 证券事务代表 宋伟女士 | | | 接待人员 | | | | 姓名 | | | | | 1、公司业绩增长的主要驱动因素？ | | | | 公司前三季度业绩增长主要源于三方面：一是核心膜业务收入的稳健 | | | | 提升；二是国内与国际市场的双轮驱动，收入同步增长；三是产品结 | | | | 构持续优化，高附加值产品销量攀升，成为提升盈利能力的核心动能。 | | | 投资者关 | 2、在海外市场拓展中，公司采取了哪些具体措施来保障海外业务的 | | | 系活动主 | 持续健康发展？ | | | 要内容 | 公司通过构建均衡的全球市场布局，以多元化的渠道与本地化运营降 | | | | 低对单一市场的依赖；同时，凭借持续的 ...

Core Insights - The company, Jiuwu High-Tech, is one of the earliest enterprises in China to focus on membrane separation technology, particularly ceramic membranes, after achieving breakthroughs in this field [2] - Over the past 20 years, the company has developed strong capabilities in the research and production of ceramic membranes, organic membranes, and lithium adsorbents [2] - In 2024, the company is set to undergo a re-evaluation as a leading enterprise in the ceramic membrane sector within the Chinese membrane industry [2] - The company plans to increase investments in product research and market expansion to enhance its market share in membrane separation materials [2]

Core Viewpoint - Wharton Technology (000920.SZ) plans to invest in reverse osmosis membranes and polyphenylene sulfone materials, focusing on high-end products and multifunctional high-performance materials with broad applications [2] Group 1 - The main products of the proposed investment project are reverse osmosis membranes and polyphenylene sulfone materials [2] - The focus on reverse osmosis membranes is on high-end categories [2] - Polyphenylene sulfone is recognized as a multifunctional high-performance material with wide application fields [2]

Core Viewpoint - The company has not yet ventured into chip manufacturing and packaging for functional films, focusing instead on its CPI film project which is currently undergoing customer validation [1] Group 1: Company Developments - The company is collaborating with the Institute of Physics, Chinese Academy of Sciences, for research and development, with details available in their announcement regarding the signing of a technology development contract [1] - The company has developed a unique separator product with ultra-high porosity, large pore size, and high compressibility, which can be widely used across different electrolyte technology routes [1] Group 2: Product Applications and Benefits - The separator product demonstrates a leading ionic conductivity in polymer solid electrolyte batteries, surpassing competitors by an order of magnitude [1] - In practical applications with other electrolyte routes, the product effectively addresses the expansion issues of carbon-silicon anodes or lithium metal anodes [1] - Overall, the product significantly enhances the cycle life, capacity, operating temperature, safety, and cycling performance of solid and semi-solid batteries compared to traditional separators [1]

Core Points - Wharton Technology Co., Ltd. announced on October 15, 2025, its plan to invest in a membrane materials and membrane components capacity enhancement project [1] - The project will be located in Jiangbei New District, Nanjing, Jiangsu Province, and will include the construction of a comprehensive building, R&D building, resin factory, membrane factory, membrane component factory, and related auxiliary facilities [1] - Upon completion, the project is expected to achieve an annual production capacity of 20 million square meters for reverse osmosis membranes and 3,000 tons for polysulfone [1] - The project is currently undergoing environmental assessment procedures and requires internal approvals, facing various risks from policies, market conditions, and the environment, leading to significant uncertainty [1] - The investment does not constitute a related party transaction or a major asset restructuring as defined by the regulations [1] - The company will fulfill its disclosure obligations based on the project's progress and remind investors to be aware of investment risks [1]

Group 1 - The core point of the article is that Wharton Technology (000920.SZ) has received an investment project filing certificate from the Nanjing Jiangbei New Area Administrative Approval Bureau for its membrane materials and components capacity enhancement project [1] - The project is named "Membrane Materials and Membrane Components Capacity Enhancement Project (Phase I)" [1] - The total investment for the project is 55 million yuan [1]