调研行业：塑料制品 参与调研的机构：信达证券、申万宏源、国投证券、中金、南方 基金等 / 机构调研pro小程序 普利特分析师会议 调研日期：2025年08月26日 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHIL ...

证券代码： 002324 证券简称：普利特 上半年公司新能源板块经营业绩触底反弹，未来随着公司在海外 布局的加速；钠离子电池的快速发展；半固态电池的持续交付；新 增方型产线产能的供不应求,将对公司新能源板块业绩起到积极的 影响。 3、公司在机器人领域的进展情况如何？ 公司作为改性材料行业的龙头企业，材料应用在绝大部分的国内 外主机厂中。公司积极布局改性 PEEK，改性 PPS，改性 PA 等材料在 机器人领域的应用，与下游机器人终端客户和零部件客户在前端设 计和验证方面进行三方深度合作，目前部分材料已经批量供应于工 业机器人领域，未来公司将重点推进改性材料产品在人形机器人的 轻量化应用。 4、公司 LCP 薄膜的壁垒主要体现在哪些方面？ 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：2025-08-26 | 投资者关 | □特定对象调研 □分析师会议 | | --- | --- | | 系活动类 | □媒体采访 业绩说明会 ☑ | | 别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位 | 西部证券、天风证券、开源证券、信达证 ...

Core Insights - A-share companies are gradually disclosing their 2025 semi-annual reports, with 87 companies reporting as of August 4, 2023, and 58 of them showing a year-on-year increase in net profit attributable to shareholders [1] - A total of 30 companies have announced profit distribution plans alongside their semi-annual reports, with many proposing high cash dividend ratios [2][3] Group 1: Company Performance - ChipLink Integrated-U reported a revenue of 3.495 billion yuan, a year-on-year increase of 21.38%, but a net loss of 170 million yuan, improving from a loss of 471 million yuan in the same period last year [1] - Hikvision achieved a revenue of 41.818 billion yuan, a year-on-year growth of 1.48%, and a net profit of 5.657 billion yuan, up 11.71% [2] - CATL reported a revenue of 178.886 billion yuan, a year-on-year increase of 7.27%, and a net profit of 30.485 billion yuan, up 33.33% [2] Group 2: Profit Distribution Plans - Oriental Yuhong plans to distribute a cash dividend of 9.25 yuan per 10 shares, emphasizing the importance of timely returns to investors and confidence in operational performance [3] - Yisheng shares proposed a cash dividend of 1.5 yuan per 10 shares, aligning with industry characteristics and ensuring no significant impact on earnings or cash flow [3] - Daodaquan plans to distribute a cash dividend of 1.76 yuan per 10 shares, with the total cash dividend and share buyback amounting to 33.45% of the net profit for the first half of the year [4] Group 3: Market Trends and Investor Interest - Many companies have attracted institutional interest following their semi-annual reports, with inquiries focusing on overseas business strategies and performance changes [4] - Goldfa Technology anticipates a net profit of 550 million to 650 million yuan, representing a year-on-year increase of 44.82% to 71.15%, driven by new product development and market share growth [5][6] - Companies are actively exploring applications of their materials in the robotics sector, with some already supplying materials for industrial robots, although this segment currently represents a small portion of overall business [6]

Group 1: Company Overview and Strategy - The company is focusing on expanding its modified materials business, particularly in the automotive sector, which is experiencing stable growth due to new capacity releases [1] - The company plans to alleviate production capacity shortages with the completion of new factories in Anhui and Tianjin by the end of the year [1] Group 2: New Energy Business Development - The new energy business is showing continuous improvement, with increased shipments of 100Ah household energy storage batteries, sodium-ion batteries, and semi-solid batteries positively impacting the company's semi-annual performance [2] - The company has secured bulk orders for sodium-ion batteries in various sectors and is actively engaging in projects related to data center backup power [2] - The establishment of Guangdong Haishida Sodium Star Technology Co., Ltd. aims to enhance the development of sodium-ion batteries through strategic investments [2] Group 3: Robotics Material Applications - The company produces modified PEEK, PPS, and PA materials for the robotics industry, with some materials already in mass supply, although this segment currently represents a small proportion of overall business [3] - The company is actively collaborating with leading clients to promote the use of its materials in the robotics sector [3] Group 4: LCP Business Overview - The company has a comprehensive LCP resin layout, covering I, II, and III types, with production capabilities for injection-grade, film-grade, and fiber-grade resins [4][5] - The company is the only global entity with the ability to synthesize, modify, and produce LCP resins, films, and fibers at scale [5] Group 5: LCP Business Progress - LCP products are increasingly used in high-frequency and high-speed signal transmission industries, with applications expected to grow in 6G, automotive millimeter-wave radar, AI servers, brain-machine interfaces, and low-orbit satellites [6] - The company is making significant progress in validating LCP film products with a leading domestic telecommunications client, with expectations for mass delivery this year [6]

Group 1 - The company plans to establish a wholly-owned subsidiary, Guangdong Pulite New Materials Co., Ltd., with a registered capital of 200 million yuan to enhance market competitiveness and accelerate strategic development [2] - The company intends to invest in the construction of a headquarters and R&D manufacturing base for modified plastic materials in Nansha, Guangdong, focusing on high-performance composite materials such as modified PP, ABS, PA, PC, PEEK, PPS, LCP, and carbon fiber reinforced materials [2] - The board of directors approved the termination of the investment project for sodium-ion and lithium-ion battery production in Liuyang, Hunan, due to changes in the macro environment and intensified competition in the lithium battery industry [2] Group 2 - The board meeting was held on June 25, 2025, with all members ensuring the accuracy and completeness of the announcement [1] - The company has a stable and mature market in Guangdong, with quality upstream and downstream resources, making it an ideal location for the South China market [1] - A second temporary shareholders' meeting is scheduled for July 17, 2025, to review the board's resolutions [2]