Core Viewpoint - The company Rui Feng Gao Cai (瑞丰高材) is under investigation by the China Securities Regulatory Commission (CSRC) for insider trading involving its board secretary, Zhao Ziyang, although the investigation does not pertain to the company's stock trading or operations [2]. Group 1: Company Background - Rui Feng Gao Cai's main businesses include plastic additives and biodegradable materials, with key products such as ACR processing aids and impact modifiers [5]. - Zhao Ziyang has been with the company for 16 years, holding various positions before becoming the board secretary [3]. Group 2: Financial Performance - In 2024, the company reported revenue of 2 billion yuan, a year-on-year increase of 12.7%, but a net profit of 22.08 million yuan, a decline of 74.1% [5]. - For Q1 2025, revenue was 474 million yuan, down 2.91% year-on-year, with a net profit of 5.28 million yuan, a decrease of 45.96% [5]. Group 3: Stock Price Volatility - The company's stock price experienced significant fluctuations, rising over 220% from a low of 5.02 yuan per share in February 2024 to a high of 16.11 yuan in May 2024 [6]. - The stock price later fell and then rose again, indicating investor interest in the company's new business ventures [6]. Group 4: New Business Developments - The company is focusing on new technologies, including synthetic biology, black phosphorus materials, and solid-state battery adhesives, with ongoing projects in these areas [6]. - However, the revenue from these new businesses is expected to be minimal in the short term, with projected sales for black phosphorus products not exceeding 50,000 yuan and synthetic biological materials not exceeding 100,000 yuan in 2024 [7]. Group 5: Compliance and Governance Issues - The investigation into Zhao Ziyang highlights potential issues with the company's internal control mechanisms and compliance culture, suggesting a need for improvements in governance and oversight [4].

目前公司也同步在做磷碳负极材料的性能测试，包括固态电池和非固态电池，经过实验验证，磷碳负极 完全可以用于固态电池体系中。 瑞丰高材（300243）近期受到机构关注。公司于6月4日、5日接待了诺安基金、国君资管等多家机构的 调研。在接待机构时公司称，黑磷作为负极材料比石墨、硅碳负极具有某些优势，子公司瑞丰玥能具备 黑磷吨级中试的技术基础，积极推进黑磷的产业化工作，吨级中试产线预计三季度投入运营。 公司回答了机构投资者关于黑磷负极材料的优势所在。黑磷与石墨等材料按优化比例进行机械球磨复 合，可制备高性能磷碳负极材料。黑磷的理论比容量是石墨的7倍。硅的理论比容量虽然也很高，但硅 在充放电过程中膨胀严重，且相较于硅基材料(>300%体积膨胀率)，黑磷在嵌锂过程中的体积膨胀率 (≈200%)更低，可实现黑磷在磷碳负极中的占比达到50%以上，突破硅碳负极的添加量限制(通常 <15%)。另外，黑磷特殊的层状结构以及高电子电导率决定以磷碳负极的电池可以实现超级快充功能。 另外，优化后的磷碳负极还表现出优异的长循环稳定性。 因黑磷的特殊性能，下游应用端对黑磷关注度较高。公司一方面继续推进黑磷的产业化工作，另一方 面，也将积极对 ...

日化包装及家电、片材薄膜制品、医疗器械、3D 打印等领域。 新能源材料主要包括黑磷材料和电池粘结剂材料。黑磷材料 依托于控股子公司瑞丰玥能，于 2024 年完成百公斤装置的正常 运行，目前正在建设吨级中试生产线，预计于今年三季度投入运 行，继续推进黑磷的低成本产业化。电池粘结剂业务主要有 SBR 系列和其他系列负极粘结剂。于 2024 年实现量产推出数个牌号 产品并送样多家锂电池客户测试并实现小批量销售。当前，公司 正对标行业内最高水平的日本瑞翁/日本爱宇龙同类产品进行产 品品质提升实验，为进入高端应用市场做准备。 合成生物材料主要包括完成了聚乳酸、生物基丁二酸、右旋 糖酐等产品的中试，目前右旋糖酐产品已经得到市场认可并实现 小批量销售。公司计划进一步提高右旋糖酐的产能。 证券代码：300243 证券简称：瑞丰高材 山东瑞丰高分子材料股份有限公司 投资者关系活动记录表 | 投资者关系活动 | | √特定对象现场调研□分析师会议 | | --- | --- | --- | | 类别 | □媒体采访□业绩说明会 | | | | □新闻发布会□路演活动 | | | | □现场参观 | | | | □其他（请文字说明 ...