福莱新材正从一家"功能性涂布材料供应商"向"智能传感解决方案提供商"延展升级。 12月15日，浙江福莱新材料股份有限公司（证券代码：605488，简称：福莱新材）向特定对象发行股票申请，获上海证券交易所审核通过。此次拟募集资 金总额不超过人民币7.1亿元，主要用于标签标识印刷材料扩产、电子级功能材料扩产升级及研发中心升级等项目。 | 上市公司全称 | 浙江福莱新材料股份有限公司 | 上市公司简称/ 扩位简称 | 福菜新材/- | | --- | --- | --- | --- | | 上市公司代码 | 605488 | 再融资方式 | 非公开发行股票 | | 融资金额(亿元) | 7.10 | 受理日期 | 2025-10-28 | | 审核状态 | 通过 | 更新日期 | 2025-12-15 | 此次定增审核通过，正值福莱新材启动战略转型、培育第二增长曲线的关键时期。本次募资不仅是为了巩固其传统优势业务的领先地位，更是为其在电子 皮肤（柔性传感器）这一前沿领域的研发与产业化注入强劲资本动力。 开辟智能感知"第二增长曲线" 福莱新材此次定增募集资金将主要用于标签标识印刷材料扩产、电子级功能材料扩产升级及研发 ...

中国经济网北京12月16日讯据上交所网站15日消息，浙江福莱新材（605488）料股份有限公司(简称"福莱新材"，605488.SH)非公开发行股票审核状态为通 过。 | 上市公司全称 | 浙江福莱新材料股份有限公司 | 上市公司简称/ 扩位简称 | 福莱新材/- | | --- | --- | --- | --- | | 上市公司代码 | 605488 | 再融资方式 | 非公开发行股票 | | 融资金额(亿元) | 7.10 | 受理日期 | 2025-10-28 | | 审核状态 | 通过 | 更新日期 | 2025-12-15 | 福莱新材10月28日披露的向特定对象发行股票募集说明书(申报稿)显示，本次发行募集资金总额不超过人民币71,000.00万元(含本数)，扣除相关发行费用后 的募集资金净额拟用于标签标识印刷材料扩产项目、电子级功能材料扩产升级项目、研发中心升级项目和补充流动资金。 | | | | 单位:万元 | | --- | --- | --- | --- | | 序号 | 项目名称 | 项目投资总额 | 拟使用募集资 金投入金额 | | 1 | 标签标识印刷材料扩产项目 | 28.932 ...

12月3日，福莱新材盘中上涨2.01%，截至10:54，报34.47元/股，成交1.35亿元，换手率1.44%，总市值 96.59亿元。 资金流向方面，主力资金净流出1210.12万元，特大单买入299.98万元，占比2.23%，卖出693.45万元， 占比5.15%；大单买入1711.56万元，占比12.71%，卖出2528.21万元，占比18.77%。 资料显示，浙江福莱新材料股份有限公司位于浙江省嘉兴市嘉善县姚庄镇利群路269号，成立日期2009 年6月8日，上市日期2021年5月13日，公司主营业务涉及功能性涂布复合材料的研发、生产和销售。主 营业务收入构成为：广告喷墨打印材料46.65%，标签标识印刷材料31.42%，其他9.17%，功能基膜材料 6.94%，电子级功能材料3.95%，其他(补充)1.86%。 福莱新材所属申万行业为：基础化工-塑料-膜材料。所属概念板块包括：送转填权、小盘、电子皮肤、 新材料、年度强势等。 截至11月30日，福莱新材股东户数3.30万，较上期增加4.10%；人均流通股8369股，较上期减少3.94%。 2025年1月-9月，福莱新材实现营业收入20.97亿元，同比增 ...

Core Points - The stock of Fulei New Materials fell by 5% to 32.28 CNY per share, with a trading volume of 348 million CNY and a turnover rate of 3.85%, resulting in a total market capitalization of 9.045 billion CNY [1] Company Overview - Fulei New Materials Co., Ltd. is located in Jiaxing City, Zhejiang Province, and was established on June 8, 2009. The company was listed on May 13, 2021. Its main business involves the research, production, and sales of functional coating composite materials [1] - The revenue composition of the company includes: 46.65% from advertising inkjet printing materials, 31.42% from label printing materials, 9.17% from other sources, 6.94% from functional base film materials, 3.95% from electronic-grade functional materials, and 1.86% from other supplementary materials [1] Shareholder Information - The Oriental Alpha Fund has a position in Fulei New Materials, with its fund, Oriental Alpha Preferred Mixed A (007518), entering the top ten circulating shareholders in the third quarter, holding 1.9064 million shares, which accounts for 0.69% of the circulating shares. The estimated floating loss today is approximately 3.2409 million CNY [2][4] - The fund was established on September 12, 2019, with a latest scale of 128 million CNY. Year-to-date returns are 42.66%, ranking 1169 out of 8130 in its category, while the one-year return is 45.95%, ranking 1058 out of 8054 [2] Fund Manager Information - The fund manager of Oriental Alpha Preferred Mixed A is Zhou Mi, who has been in the position for 7 years and 270 days. The total asset scale of the fund is 6.989 billion CNY, with the best fund return during the tenure being 112.22% and the worst being -5.86% [3]

Core Viewpoint - Fulei New Materials (605488.SH) is accelerating its expansion by planning to raise up to 707 million yuan through a private placement of A-shares, with funds allocated to four core areas, including production capacity expansion and R&D enhancement [1][2]. Fundraising and Investment Plans - The company aims to invest approximately 5 billion yuan in three main projects: the label printing materials expansion project (total investment of about 289 million yuan), the electronic-grade functional materials expansion project (total investment of about 278 million yuan), and a R&D center upgrade project [2][3]. - The label printing materials project will enhance production capacity by approximately 77.3 million square meters upon completion, while the electronic-grade functional materials project will add around 37 million square meters of capacity [2][3]. R&D and Financial Structure - The R&D center upgrade project will receive 36.3 million yuan to improve research capabilities, while 207 million yuan will be allocated to supplement working capital, optimizing the financial structure and enhancing cash flow efficiency [3]. - The company has consistently prioritized R&D, with cumulative R&D expenses reaching 403 million yuan from 2021 to the third quarter of 2025, supporting technological innovation and product iteration [5][6]. Market Performance and Growth - Fulei New Materials has shown robust growth, with revenue projected to increase from 1.715 billion yuan in 2021 to 2.541 billion yuan in 2024, representing a growth rate of 48.16% [5]. - The company's stock price has surged by 103.81% year-to-date, with a market capitalization of 8.538 billion yuan as of November 11 [6]. Industry Position and Future Outlook - Established in 2009, Fulei New Materials has become a leader in the functional coating composite materials sector, focusing on applications in consumer electronics, new energy vehicles, and smart logistics [4]. - The company's strategic expansion and R&D investments are expected to strengthen its competitive edge and position in emerging markets such as consumer electronics and automotive electronics [3].

Core Points - The company, Fule New Materials (605488.SH), announced an adjustment to its plan for issuing A-shares for the year 2025, reducing the total fundraising cap from RMB 71 million to RMB 70.7 million, a decrease of RMB 3 million [1] - The maximum number of shares to be issued has been adjusted from 84,062,775 shares to 84,065,597 shares, with the measurement base date updated from August 29, 2025, to November 6, 2025 [1] Fundraising Allocation - The adjustment focuses on supplementing working capital, with the amount allocated for this purpose reduced from RMB 21 million to RMB 20.7 million, also a decrease of RMB 3 million [1] - Other major fundraising projects remain unchanged in their proposed investment amounts: - Labeling and printing materials expansion project: RMB 24.32 million - Electronic-grade functional materials expansion and upgrade project: RMB 22.05 million - R&D center upgrade project: RMB 3.63 million [1] - The reduction in total fundraising is primarily due to the exclusion of RMB 3 million in financial investments made or planned within the six months prior to the board resolution [1]

Core Viewpoint - Zhejiang Fulai New Materials Co., Ltd. has approved several resolutions regarding the adjustment of its A-share issuance plan to specific investors, including the adjustment of the total fundraising amount and the number of shares to be issued [11][12][19]. Group 1: Meeting Resolutions - The board of directors held its 22nd meeting on November 10, 2025, where all 8 attending directors voted in favor of the resolutions without any opposition or abstentions [1][2]. - Resolutions included the approval of the adjusted plan for issuing A-shares to specific investors, the revised issuance proposal, and the feasibility analysis report for the use of raised funds [3][5][7]. Group 2: Adjustments to Issuance Plan - The total fundraising amount has been adjusted from a maximum of RMB 710 million to RMB 707 million, while the number of shares to be issued has increased slightly from 84,062,775 to 84,065,597 [12][15]. - The adjustments do not constitute a significant change to the issuance plan and do not require further shareholder approval [18]. Group 3: Fundraising Purpose and Projects - The net proceeds from the fundraising will be allocated to various projects, including the expansion of label printing materials, upgrading electronic-grade functional materials, and enhancing the R&D center [30][31][32]. - The company aims to improve its operational capacity and market share in response to growing demand in the label printing and electronic materials sectors [30][31]. Group 4: Financial Impact and Measures - The issuance is expected to dilute immediate returns, and the company has proposed measures to mitigate this impact, including enhanced fundraising management and operational efficiency [29][37]. - The board and management have committed to ensuring that the measures to compensate for the dilution of immediate returns are effectively implemented [39].

Core Viewpoint - Fule New Materials (605488.SH) announced a fundraising plan to raise up to RMB 707 million, which will be allocated to various projects including production expansion and R&D upgrades [1] Group 1 - The total amount of funds raised will not exceed RMB 707 million, including the principal [1] - The net proceeds after deducting related issuance costs are intended for specific projects [1] Group 2 - The projects funded will include the expansion of label printing materials, upgrades to electronic-grade functional materials, and enhancements to the R&D center [1] - Additional funds will be allocated to supplement working capital [1]

Core Viewpoint - The company plans to issue A-shares to specific investors, aiming to raise no more than 707 million yuan, with net proceeds allocated to four projects [1] Group 1: Fundraising and Allocation - The total amount to be raised is capped at 707 million yuan, with net proceeds after expenses intended for investment in four projects [1] - The label printing materials expansion project will receive an investment of 243 million yuan, which is expected to add an annual production capacity of approximately 77.3 million square meters upon full production [1] - The electronic-grade functional materials expansion and upgrade project is set to receive 221 million yuan, with an anticipated additional annual production capacity of around 37 million square meters upon completion [1] - The research and development center upgrade project will be allocated 36.3 million yuan [1] - An amount of 207 million yuan will be used to supplement working capital [1] - Prior to the arrival of the raised funds, the company will initially invest using its own funds [1]

Group 1 - The core point of the article highlights the recent performance of Fulei New Materials, with a stock price increase of 5.01% to 32.51 CNY per share, a trading volume of 145 million CNY, and a total market capitalization of 9.11 billion CNY [1] - Fulei New Materials, established on June 8, 2009, and listed on May 13, 2021, specializes in the research, production, and sales of functional coating composite materials [1] - The company's main business revenue composition includes: advertising inkjet printing materials (46.65%), label printing materials (31.42%), other materials (9.17%), functional base film materials (6.94%), electronic-grade functional materials (3.95%), and others (1.86%) [1] Group 2 - The data indicates that the Oriental Alpha Fund has entered the top ten circulating shareholders of Fulei New Materials, holding 1.9064 million shares, which accounts for 0.69% of the circulating shares [2] - The Oriental Alpha Preferred Mixed A Fund (007518) has achieved a year-to-date return of 54.5%, ranking 918 out of 8154 in its category, and a one-year return of 52.66%, ranking 926 out of 8046 [2] - The fund manager, Zhou Mi, has a tenure of 7 years and 243 days, with a total fund asset size of 3.038 billion CNY and a best fund return of 112.22% during his tenure [2]