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]

融券方面，肯特股份9月2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。 9月2日，肯特股份涨0.80%，成交额1.56亿元。两融数据显示，当日肯特股份获融资买入额1437.50万 元，融资偿还2223.82万元，融资净买入-786.32万元。截至9月2日，肯特股份融资融券余额合计1.15亿 元。 融资方面，肯特股份当日融资买入1437.50万元。当前融资余额1.15亿元，占流通市值的6.83%，融资余 额超过近一年80%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51.40%，四氟膜20.93%，功能结构件9.94%，耐腐蚀 管件6.49%，绝缘件及组配件5.49%，造粒料3.14%，其他(补充)2.60%。 截至8月29日，肯特股份股东户数1.09万，较上期增加0.43%；人均流 ...

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]

Group 1: Financial Performance - The company's revenue and profit significantly increased in Q1, primarily driven by the sales of sealing components and their assemblies, which cover various sectors including fluid control, compressors, wind power, and nuclear power [2] - The sealing components and assemblies contribute a high revenue share and gross margin, enhancing market competitiveness through continuous R&D investment and cost reduction [2] Group 2: Product Applications and Market Strategy - The company's valve sealing components are mainly used in fluid control, compressors, wind power, and nuclear power sectors, focusing on domestic substitution as a core business strategy [3] - In the automotive sector, the company provides sealing components and high-performance material parts, serving notable clients such as BYD and Aotecar [4] Group 3: Development Plans and Innovations - The company plans to implement fundraising investment projects, including the construction of new fluorine membrane materials, expansion of sealing components, and the establishment of a research center to enhance production capacity and product variety [4][5] - The company is actively exploring new industries such as medical devices, new energy vehicles, and hydrogen energy, while focusing on the R&D of high-performance engineering plastics [5] Group 4: Market Expansion and Financial Management - The company has an overseas revenue share of 13.95% and is looking to expand international markets through mergers or localized factories [6] - The company is addressing its stock price concerns by proposing a cash dividend of 26,918,400 yuan (including tax) and considering a mid-term dividend plan [6][7] Group 5: Supply Chain and Cost Management - The inventory turnover rate has slightly decreased due to business expansion and new product development, but it does not negatively impact operations [6] - The company maintains stable relationships with key raw material suppliers, minimizing the impact of price fluctuations on costs [6]

Core Viewpoint - The company, Nanjing Kent Composite Materials Co., Ltd., has received approval for its initial public offering (IPO) and plans to manage its raised funds through a regulated deposit method to ensure safety and efficiency in fund usage [1][6]. Fundraising Overview - The company issued 21.03 million shares at a price of RMB 19.43 per share, raising a total of RMB 408.61 million, with a net amount of RMB 359.33 million after deducting issuance costs [1][2]. - The company has signed tripartite and quadripartite agreements with banks to manage the raised funds [2]. Investment Project Details - The total investment for the projects is RMB 352.16 million, with adjustments made to the "Teflon Membrane Expansion Project" and "Sealing and Structural Parts Expansion Project" [2][3]. - The revised investment for the Teflon Membrane Expansion Project increased from RMB 63.20 million to RMB 137.00 million, while the remaining funds will be allocated to other projects [2][3]. Fund Management and Safety - The company will store the raised funds in a regulated deposit account, with a term of 12 months, ensuring that the funds are not pledged and do not affect the investment plans [3][4]. - The management will oversee the investment decisions within the approved limits and ensure compliance with regulatory requirements [3][4]. Disclosure and Compliance - The company will disclose the details of the regulated deposits in accordance with relevant regulatory guidelines [4][5]. - Both the board of directors and the supervisory board have approved the fund management strategy, confirming that it does not harm the interests of shareholders [5][6]. Sponsor's Opinion - The sponsor, Guotai Junan Securities, has verified that the fund management approach will not affect the normal operation of investment projects and aligns with legal regulations [6].

（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 ...