11月11日，肯特股份涨1.03%，成交额3698.50万元。两融数据显示，当日肯特股份获融资买入额566.09 万元，融资偿还381.23万元，融资净买入184.86万元。截至11月11日，肯特股份融资融券余额合计1.08 亿元。 融资方面，肯特股份当日融资买入566.09万元。当前融资余额1.08亿元，占流通市值的7.03%，融资余 额超过近一年70%分位水平，处于较高位。 融券方面，肯特股份11月11日融券偿还0.00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0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，南京肯特复合材料股份有限公司位于江苏省南京市江宁区滨溪大道106号，成立日期2001年6 月15日，上市日期2024年2月28日，公司主营业务涉及高性能工程塑料零部件及组配件的研发、生产与 销售业务。主营业务收入构成为：密封件及组配件63.31%，功能结构件17.46%，四氟膜17.38%，其他 (补充)1.85%。 分红方面，肯特股份A股上市后累计派现6418.36万元。 机构持仓方面，截止2025年9月30日，肯特股份十大流通股东中，南 ...

Group 1 - Kent Shares increased by 2.62% on October 15, with a trading volume of 44.42 million yuan. The financing buy amount was 3.15 million yuan, while the financing repayment was 6.13 million yuan, resulting in a net financing buy of -2.98 million yuan. The total financing and securities balance reached 105 million yuan as of October 15 [1] - The financing balance of Kent Shares is 105 million yuan, accounting for 6.83% of the circulating market value, which is above the 70th percentile level over the past year, indicating a high position [1] - As of October 15, there were no shares sold or repaid in the securities lending market, with a securities lending balance of 0.00 yuan, which is at the 90th percentile level over the past year, indicating a high position [1] Group 2 - As of October 10, the number of shareholders of Kent Shares was 10,500, a decrease of 0.46% from the previous period. The average circulating shares per person increased by 0.47% to 3,235 shares [2] - For the first half of 2025, Kent Shares achieved an operating income of 232 million yuan, representing a year-on-year growth of 9.16%. The net profit attributable to the parent company was 41.67 million yuan, also reflecting a year-on-year growth of 9.16% [2] Group 3 - Since its A-share listing, Kent Shares has distributed a total of 64.18 million yuan in dividends [3]

Group 1 - Kent Shares experienced a decline of 1.90% on October 13, with a trading volume of 60.02 million yuan [1] - The financing buy-in amount for Kent Shares on the same day was 8.92 million yuan, with a net financing buy of 3.70 million yuan, resulting in a total financing balance of 109 million yuan, which accounts for 7.08% of the circulating market value [1] - The company has a high financing balance, exceeding the 80th percentile level over the past year [1] Group 2 - As of October 10, the number of shareholders for Kent Shares was 10,500, a decrease of 0.46% from the previous period, while the average circulating shares per person increased by 0.47% to 3,235 shares [2] - For the first half of 2025, Kent Shares reported a revenue of 232 million yuan, representing a year-on-year growth of 9.16%, with a net profit attributable to shareholders of 41.67 million yuan, also reflecting a 9.16% increase [2] Group 3 - Since its A-share listing, Kent Shares has distributed a total of 64.18 million yuan in dividends [3]

Group 1 - Kent Shares experienced a decline of 0.59% on September 30, with a trading volume of 44.0467 million yuan [1] - The financing data on the same day showed a financing purchase amount of 4.456 million yuan and a financing repayment of 6.7713 million yuan, resulting in a net financing outflow of -2.3153 million yuan [1] - As of September 30, the total balance of margin trading for Kent Shares was 103 million yuan, accounting for 6.57% of the circulating market value, indicating a high level compared to the past year [1] Group 2 - As of September 19, the number of shareholders for Kent Shares was 11,100, a decrease of 3.38% from the previous period, while the average circulating shares per person increased by 3.50% to 3,061 shares [2] - For the first half of 2025, Kent Shares reported an operating income of 232 million yuan, representing a year-on-year growth of 9.16%, and a net profit attributable to the parent company of 41.6652 million yuan, also reflecting a 9.16% increase [2] Group 3 - Since its A-share listing, Kent Shares has distributed a total of 64.1836 million yuan in dividends [3]

Summary of Key Points Core Viewpoint - Kent Shares has shown a positive performance in the stock market with a 1.55% increase in share price on September 29, 2023, and a trading volume of 56.35 million yuan, indicating investor interest and activity in the stock [1]. Financing and Trading Data - On September 29, 2023, Kent Shares had a financing buy-in amount of 6.29 million yuan and a net financing buy of 1.28 million yuan, with a total financing and securities balance of 106 million yuan [1]. - The current financing balance of 106 million yuan accounts for 6.68% of the circulating market value, which is above the 70th percentile level over the past year, indicating a high level of financing activity [1]. - There were no short selling activities reported on the same day, with a short selling balance of 0, placing it in the 90th percentile level over the past year, suggesting a lack of bearish sentiment [1]. Company Performance - As of September 19, 2023, Kent Shares had 11,100 shareholders, a decrease of 3.38% from the previous period, while the average circulating shares per person increased by 3.50% to 3,061 shares [2]. - For the first half of 2025, Kent Shares reported a revenue of 232 million yuan, reflecting a year-on-year growth of 9.16%, with a net profit attributable to shareholders of 41.67 million yuan, also showing a 9.16% increase [2]. Dividend Information - Since its A-share listing, Kent Shares has distributed a total of 64.18 million yuan in dividends [3].

Group 1 - Kent Shares experienced a 0.62% increase in stock price on September 24, with a trading volume of 81.92 million yuan [1] - The financing data on September 24 showed a financing purchase amount of 9.74 million yuan and a net financing purchase of 137,200 yuan, with a total financing and securities balance of 105 million yuan [1] - The current financing balance of 105 million yuan accounts for 6.40% of the circulating market value, indicating a high level compared to the past year [1] Group 2 - As of September 10, the number of shareholders for Kent Shares increased by 5.30% to 11,500, while the average circulating shares per person decreased by 5.04% to 2,957 shares [2] - For the first half of 2025, Kent Shares reported an operating income of 232 million yuan, representing a year-on-year growth of 9.16%, and a net profit attributable to shareholders of 41.67 million yuan, also up by 9.16% [2] Group 3 - Since its A-share listing, Kent Shares has distributed a total of 64.18 million yuan in dividends [3]

Core Viewpoint - Kent Shares stated that its wholly-owned subsidiary, Tianjin Fluoromembrane New Materials Co., Ltd., has limited contribution to the company's overall performance despite its historical significance in the production and research of fluoroplastic products in China [1] Group 1 - The subsidiary was formerly known as Tianjin Tiansu Binhai Fluoroplastic Products Co., Ltd., which originated from Tianjin No. 9 Plastic Products Factory, a key enterprise in the production and research of fluoroplastic products in China [1] - The company’s products, including certain seals, functional structural components, and PTFE membranes, have applications in the military industry [1] - The company’s PEEK materials are primarily used in general machinery (valves, pumps, compressors, etc.), new energy vehicles, nuclear power, rail transit, and medical devices [1]

Core Insights - The company, Lens Technology (蓝思科技), has submitted an application to the Hong Kong Stock Exchange for a mainboard listing, with CITIC Securities as the sole sponsor [1] - It is a leading provider of one-stop precision manufacturing solutions for the entire industry chain of smart terminal products, focusing on technological innovation and smart manufacturing [1] - The company ranks among the leaders in the global consumer electronics precision structural components and module solutions industry, as well as in the global smart automotive interactive systems solutions industry, based on projected revenues for 2024 [1] Business Model - The company employs a direct sales model without using distributors, with sales to its top five customers accounting for 83.3%, 83.1%, and 81.1% of total sales in 2022, 2023, and 2024 respectively [2] - The largest customer’s sales contribution has decreased from 71.0% in 2022 to 49.5% in 2024, indicating a diversification in customer base [2] Supplier Relationships - The company maintains stable and long-term relationships with key raw material and equipment suppliers, with purchases from the top five suppliers accounting for 23.7%, 37.4%, and 43.6% in 2022, 2023, and 2024 respectively [2] - The largest supplier's contribution to purchases has increased from 16.2% in 2022 to 24.1% in 2024 [2] Manufacturing Capabilities - The company operates nine industrial parks globally, located in China, Vietnam, and Mexico, and produces all products in-house [2] - It integrates smart manufacturing into all production stages and has adopted automation and industrial robots, significantly enhancing production efficiency, precision, and consistency [2] - The implementation of an intelligent warehousing system has improved warehousing, logistics, and inventory management capabilities [2] Product and Service Offering - The company covers the entire industry chain from raw materials and functional structural components production to functional module bonding and smart terminal assembly [3] - It possesses advanced processing capabilities for both glass and metal, making it one of the few solution providers in the global consumer electronics supply chain with full material coverage [3] - The company offers one-stop vertical integration services from design to mass production for its clients [3]

（南京市江宁区滨江开发区汤铜路 18 号） 首次公开发行股票并在创业板上市 招股说明书 （注册稿） 本公司的发行申请尚需经深圳证券交易所和中国证监会履行相应程序。本招股说 明书不具有据以发行股票的法律效力，仅供预先披露之用。投资者应当以正式公告的 保荐人（主承销商） 创业板投资风险提示 本次股票发行后拟在创业板市场上市，该市场具有较高的投资风险。创业板公司 具有创新投入大、新旧产业融合成功与否存在不确定性、尚处于成长期、经营风险高、 业绩不稳定、退市风险高等特点，投资者面临较大的市场风险。投资者应充分了解创 业板市场的投资风险及本公司所披露的风险因素，审慎作出投资决定。 南京肯特复合材料股份有限公司 NANJING COMPTECH COMPOSITES CORPORATION 发行人控股股东、实际控制人承诺本招股说明书不存在虚假记载、误导性陈 述或重大遗漏，并承担相应的法律责任。 公司负责人和主管会计工作的负责人、会计机构负责人保证招股说明书中财 务会计资料真实、完整。 发行人及全体董事、监事、高级管理人员、发行人的控股股东、实际控制人 以及保荐人、承销的证券公司承诺因发行人招股说明书及其他信息披露资料有虚 ...

创业板投资风险提示 本次股票发行后拟在创业板市场上市，该市场具有较高的投资风险。创业板公司 具有创新投入大、新旧产业融合成功与否存在不确定性、尚处于成长期、经营风险高、 业绩不稳定、退市风险高等特点，投资者面临较大的市场风险。投资者应充分了解创 业板市场的投资风险及本公司所披露的风险因素，审慎作出投资决定。 南京肯特复合材料股份有限公司 NANJING COMPTECH COMPOSITES CORPORATION （南京市江宁区滨江开发区汤铜路 18 号） 首次公开发行股票并在创业板上市 招股说明书 （注册稿） 本公司的发行申请尚需经深圳证券交易所和中国证监会履行相应程序。本招股说 明书不具有据以发行股票的法律效力，仅供预先披露之用。投资者应当以正式公告的 保荐人（主承销商） （中国（上海）自由贸易试验区商城路 618 号） 招股说明书作为投资决定的依据。 南京肯特复合材料股份有限公司招股说明书（注册稿） 声明 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对注册 申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其对发行 人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保 ...