证券代码： 002324 证券简称：普利特 上海普利特复合材料股份有限公司投资者关系活动记录表 编号：2026-01-07 5.公司在新能源业务进展如何？ | | 公司钠离子电池采用了以聚阴离子为主的多种体系路线，公司的 | | --- | --- | | | 钠离子电池已实现批量化出货且销量处于行业领先地位，并且公司钠 | | | 电在手订单和产品技术，以及市场开拓均处于行业头部水平。公司钠 | | | 离子电池主要应用于储能、启停电源、数据中心等产业领域。并且， | | | 随着碳酸锂原材料价格上涨，钠电的成本优势也正在逐步体现。公司 | | | 新建产能将在今年三季度逐渐投产，随着新增产能的释放，公司将加 | | | 快对钠离子电池客户订单的交付，并为公司钠离子电池的快速发展奠 | | | 定基础。 | | 附件清单（如有） | 1.参会机构名单 | | 日期 | 2026/1/7 | 2 附件一：参会机构名单 1 技术壁垒极高，全球仅有三家企业具备大规模化量产能力，普利特是 国内唯一实现该技术突破的企业。目前，公司已与海外客户关于公司 LCP 薄膜在脑机接口领域的应用进行了共同开发以及验证工作，目前 ...

Group 1 - The company, XinGuoYi, primarily produces anti-overflow adhesive special films and high-resistance special films, which are mainly used in the production process of flexible circuit boards [2] - In addition to its main products, the company also engages in the production, research, and development of electronic product component materials, modified materials, optical adhesive films, new energy lithium battery materials, and photovoltaic adhesive films [2]

Group 1 - The company, Xin Guang Yi (301687.SZ), confirmed that its main products, including anti-spill special films and high-resistance special films, are primarily used in the automated production processes of flexible printed circuit boards (PCBs) [2] - In addition to PCB-related products, the company also produces and develops electronic component materials, modified materials, optical adhesive films, new energy lithium battery materials, and photovoltaic adhesive films [2]

Core Viewpoint - Suzhou Xinguangyi Electronics Co., Ltd. successfully listed on the Shenzhen Stock Exchange's ChiNext board, raising a net amount of 704 million yuan for functional materials projects, with a significant first-day trading performance [1][4]. Company Overview - Founded in 2004, Xinguangyi specializes in the research, production, and sales of high-performance special functional materials, achieving a leading market share in its segment [4]. - The company has established deep partnerships with several top global flexible circuit board manufacturers, becoming a key supplier of special films for major clients [4]. Financial Performance - Xinguangyi reported revenues of 455 million yuan, 516 million yuan, and 657 million yuan for the years 2022, 2023, and 2024, respectively, with net profits of 82 million yuan, 83 million yuan, and 116 million yuan [4]. - The company forecasts a revenue of 704 million yuan for 2025, representing a year-on-year growth of 7.10%, and a net profit of 127 million yuan, reflecting a 10% increase [4]. Market Position and Strategy - The company aims to expand its market share and solidify its leading position in core products while focusing on new energy materials as a growth driver [5]. - Xinguangyi has developed special films for the new energy vehicle sector, with products passing tests by BYD, indicating potential for large-scale production [5]. Industry Context - In 2025, the "Suzhou Board" saw a total of 20 new listed companies, with 12 A-share listings, marking a 100% year-on-year increase and making Suzhou the leading city for new A-share listings in China [3][6]. - The newly listed companies predominantly belong to emerging industries such as electronics, machinery, power, automotive, and biomedicine, highlighting the region's strong innovation capabilities [7].

Group 1 - Suzhou Xinguangyi Electronics Co., Ltd. officially listed on the Shenzhen Stock Exchange's Growth Enterprise Market on December 31, marking a significant achievement for Suzhou in 2025 with 20 new listed companies, including 12 domestic A-share companies, ranking first among major cities in China [1] - The company, established in 2004, focuses on the research, production, and sales of high-performance specialty functional materials, including anti-overflow adhesive films and high-resistance specialty films, aiming to break the technological monopoly of foreign companies in these areas [1] - Xinguangyi issued 36.716 million shares at a price of 21.93 yuan per share, raising 805 million yuan to invest in the research and development of emerging businesses and capacity expansion [1] Group 2 - The Wu Zhong District of Suzhou has prioritized enterprise listings as a key strategy for achieving high-quality economic development, establishing a growth nurturing mechanism and financial service ecosystem for companies [2] - Currently, nearly 200 companies are in the pipeline for potential listing, indicating a robust environment for future public offerings in the region [2]

Group 1 - The company XinGuoYi (301687.SZ) is planning an initial public offering (IPO) on the ChiNext board, with a total of 36.716 million shares to be issued, representing 25.00% of the total share capital post-issue [1] - The initial strategic placement will involve 7,343,200 shares, approximately 20% of the total issuance, with management and core employees expected to subscribe up to 59 million yuan, not exceeding 10.00% of the total shares [1] - The final allocation of strategic investors will be determined after the issuance price is set, with a portion of the initial allocation being returned to offline issuance [1] Group 2 - XinGuoYi specializes in the research, production, and sales of high-performance special functional materials, including anti-overflow adhesive films and strong resistance special films [2] - The company's main business revenue for the reporting periods were 455 million yuan, 516 million yuan, 657 million yuan, and 313 million yuan, with net profits of 81.51 million yuan, 83.28 million yuan, 115.70 million yuan, and 59.21 million yuan respectively [2] - The funds raised from the public offering, after deducting issuance costs, will be invested in functional material projects, with an intended use of 638 million yuan [2]

Core Viewpoint - The company reported strong growth in its Q3 2025 results, driven by robust performance in its main business and significant improvements in profitability and cash flow [1] Financial Performance - In Q3, the company achieved a revenue of 2.698 billion yuan, a substantial year-on-year increase of 35.69% [1] - Cumulative revenue for the year reached 6.787 billion yuan, reflecting a year-on-year growth of 18.29% [1] - Net profit attributable to shareholders for the first three quarters was 325 million yuan, up 55.42% year-on-year, with a higher growth rate of 68.28% for net profit after excluding non-recurring gains and losses [1] Cash Flow and Assets - The net cash flow from operating activities surged by 203.46% to 689 million yuan, indicating significant improvements in collection capabilities and capital turnover efficiency [1] - Total assets increased by 11.84% compared to the end of the previous year, reaching 13.095 billion yuan [1] Business Growth Drivers - The growth in performance is primarily attributed to the ongoing development of the modified materials business and the gradual release of production capacity from new factories in the renewable energy sector [1] - The company reported a substantial increase in contract liabilities by 78.45%, indicating a strong order backlog that supports future performance [1]

Core Viewpoint - The company reported significant growth in both revenue and net profit for the third quarter and the first three quarters of 2025, driven by the continuous expansion of its modified materials business and the gradual release of production capacity in the new energy sector [1] Financial Performance - Third quarter revenue reached 2.698 billion yuan, representing a year-on-year increase of 35.69% [1] - Net profit attributable to shareholders for the third quarter was 118 million yuan, showing a year-on-year growth of 80.8% [1] - For the first three quarters, total revenue amounted to 6.787 billion yuan, up 18.29% year-on-year [1] - Net profit attributable to shareholders for the first three quarters was 325 million yuan, reflecting a year-on-year increase of 55.42% [1] Business Drivers - The growth in performance is primarily attributed to the sustained growth in the company's core modified materials business [1] - The new energy sector's new factory capacity is gradually being released, contributing positively to the overall operational improvement [1]

Group 1: Core Insights - The article discusses the performance forecasts of several companies for the first three quarters of 2025, highlighting significant growth in net profits across various sectors [2]. Group 2: Company Summaries - **Plit**: The company expects a net profit of 321 million to 351 million yuan, representing a year-on-year growth of 53.48% to 67.82%. The growth is attributed to the continuous expansion of its modified materials business and increased orders in energy storage batteries and sodium-ion batteries [3][4]. - **Daon Shares**: The forecasted net profit is between 127.69 million and 137.51 million yuan, indicating a growth of 30% to 40%. The increase is driven by strong performance in the new energy vehicle and home appliance sectors, supported by government policies promoting consumption [5][7]. - **Lianhong Xinke**: The company reported a net profit of 232 million yuan for the third quarter, showing a remarkable year-on-year increase of 90.90%. This growth is attributed to rising prices of key products and contributions from new products [8][9][10].

Core Viewpoint - The company, Prit, has announced a significant increase in net profit for the first three quarters of 2025, projecting a growth of 53.48% to 67.82% compared to the same period last year, driven by strong performance in modified materials and non-automotive sectors [2][3][4] Financial Performance - The projected net profit attributable to shareholders is expected to be between 321 million and 351 million yuan, compared to 209.15 million yuan in the same period last year [2][3] - The net profit after deducting non-recurring gains and losses is anticipated to be between 314.9 million and 344.9 million yuan, up from 191.81 million yuan year-on-year [2][3] - Basic earnings per share are projected to be between 0.2926 yuan and 0.3199 yuan, compared to 0.1902 yuan in the previous year [2][3] Business Growth Drivers - The growth in net profit is primarily attributed to the continuous expansion of the modified materials business, supported by the release of production capacity and stable growth in the automotive sector [2][3] - The company has made significant breakthroughs in non-automotive sectors, focusing on energy storage systems, home appliances, power tools, and robotics, leading to rapid growth in these areas [4] - The renewable energy business has also seen a boost, with increased orders for energy storage batteries and sodium-ion batteries, contributing positively to overall business performance [4]