证券日报网讯 1月12日，道生天合在互动平台回答投资者提问时表示，公司预浸料产品生产的复合材料 产品，可应用于航空航天，轨道交通，新能源汽车等结构件和非结构件的轻量化替代，预浸料树脂系列 可应用于制造航空座椅。 （编辑 任世碧） ...

格隆汇1月12日丨道生天合(601026.SH)在互动平台表示，公司预浸料产品生产的复合材料产品，可应用 于航空航天，轨道交通，新能源汽车等结构件和非结构件的轻量化替代，预浸料树脂系列可应用于制造 航空座椅。 ...

格隆汇1月12日丨道生天合(601026.SH)在互动平台表示，公司预浸料产品生产的复合材料产品，可应用 于航空航天，轨道交通，新能源汽车等结构件和非结构件的轻量化替代，预浸料树脂系列可应用于制造 航空座椅。 ...

| | 商之一，也是国内航空航天领域用石英玻璃纤维的主导供应商。 | | --- | --- | | | 在航空航天领域，公司除生产石英玻璃棉、石英玻璃纤维纱、 | | | 石英玻璃纤维布、石英玻璃纤维套管等石英玻璃纤维材料系列产 | | | 品外，还具备了 和 机织、编织、缝合、针刺预制件的 2.5D 3D | | | 生产能力，并成功研发了防隔热功能复合材料结构件、特种绝缘 | | | 功能复合材料制品等复合材料产品。 | | | 7、公司半导体业务情况及未来展望。 | | | 答：石英玻璃材料及制品广泛应用于半导体芯片制程中，是 | | | 半导体蚀刻、扩散、氧化等工序所需的承载器件与腔体耗材。公 | | | 司是国内率先通过集成电路芯片准入资格认证的石英材料商，公 | | | 司现已具备气熔石英玻璃、合成石英玻璃与电熔石英玻璃全品类 | | | 及石英玻璃材料与制品的全产业链服务能力。公司近年来不断开 | | | 拓市场，石英玻璃材料市场占有率逐年提升。 | | | 在研发方面，公司始终紧跟市场需求导向，稳步推进技术研 | | | 发和工艺改进，为石英玻璃材料及制品的国产化替代作出了贡 | | | 献 ...

格隆汇11月11日丨佳力奇(301586.SZ)在互动平台表示，公司暂无人形机器人蒙皮零部件业务，复合材 料产品应用场景广泛，公司可提供从"设计、材料、制造、检测到装配一体化"的高性价比复合材料解决 方案。未来，公司也将开拓新的市场机会，丰富产品序列。 ...

Core Viewpoint - *ST Haiyuan (002529) reported a significant increase in revenue but continued to face losses, indicating ongoing financial challenges despite growth in sales [1][3]. Financial Performance - The total revenue for the first half of 2025 reached 206 million yuan, a year-on-year increase of 98.38% compared to 104 million yuan in the same period of 2024 [1]. - The net profit attributable to shareholders was -65.75 million yuan, a decline of 31.01% from -50.19 million yuan in the previous year [1]. - In Q2 2025, the revenue was 110 million yuan, up 80.1% year-on-year, while the net profit attributable to shareholders was -42.46 million yuan, down 57.8% [1]. Key Financial Ratios - The gross margin was -5.33%, a decrease of 48.46% year-on-year, while the net margin improved to -31.89%, an increase of 33.96% [1]. - The current ratio stood at 0.54, indicating rising short-term debt pressure [1]. - The total of selling, administrative, and financial expenses was 36.20 million yuan, accounting for 17.56% of revenue, a decrease of 48.68% year-on-year [1]. Cash Flow and Debt - The cash flow from operating activities showed a significant decline of 1362.98%, with a net cash flow of -0.09 yuan per share [1][3]. - The company experienced a 67.71% decrease in cash and cash equivalents, dropping to 15.24 million yuan [1]. - Accounts receivable increased by 277.34% to 156 million yuan, reflecting higher sales volume [1][3]. Historical Performance - The company has a historical median Return on Invested Capital (ROIC) of -10.57% over the past decade, with the worst year being 2019 at -34.39% [4][5]. - The company has reported losses in 7 out of 14 annual reports since its listing, indicating a challenging financial history [5].

Core Viewpoint - The company, Jialiqi, emphasizes its capability to provide comprehensive and cost-effective composite material solutions, covering the entire process from design to assembly, and aims to expand into new market opportunities in various sectors such as civil aviation, drones, missiles, and low-altitude economy [1] Group 1 - The company offers a wide range of applications for composite materials [1] - The company plans to develop new business segments to enhance product diversity and improve business scale and profitability [1]