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福莱新材(605488):功能性涂布复合材料龙头,电子皮肤打开成长空间
ZHESHANG SECURITIES· 2025-09-25 11:51
证券研究报告 | 公司深度 | 塑料 功能性涂布复合材料龙头,电子皮肤打开成长空间 ——福莱新材深度报告 投资要点 投资评级: 增持(首次) 分析师:邱世梁 执业证书号:S1230520050001 qiushiliang@stocke.com.cn 分析师:王华君 执业证书号:S1230520080005 wanghuajun@stocke.com.cn 分析师:陈姝姝 福莱新材(605488) 报告日期:2025 年 09 月 25 日 执业证书号:S1230524080004 chenshushu@stocke.com.cn 研究助理:张筱晗 zhangxiaohan@stocke.com.cn 基本数据 | 收盘价 | ¥39.14 | | --- | --- | | 总市值(百万元) | 10,967.40 | | 总股本(百万股) | 280.21 | 股票走势图 0% 88% 177% 265% 354% 442% 24/09 24/10 24/11 25/01 25/02 25/03 25/04 25/05 25/06 25/07 25/08 25/09 福莱新材 上证指数 相关报告 | | ...
福莱新材股价跌5.1%,达诚基金旗下1只基金重仓,持有2.91万股浮亏损失5.99万元
Xin Lang Cai Jing· 2025-09-23 03:41
9月23日,福莱新材跌5.1%,截至发稿,报38.34元/股,成交7.61亿元,换手率6.85%,总市值107.43亿 元。 达诚价值先锋灵活配置A(011030)基金经理为吴昊阳、陈染。 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%。 截至发稿,吴昊阳累计任职时间1年13天,现任基金资产总规模1.6亿元,任职期间最佳基金回报 48.06%, 任职期间最差基金回报11.02%。 从基金十大重仓股角度 陈染累计任职时间275天,现任基金资产总规模3.97亿元,任职期间最佳基金回报46.56%, 任职期间最 差基金回报2.85%。 数据显示,达诚基金旗下1只基金重仓福莱新材。达诚价值先锋灵活配置A(011030)二季度持有股数 2.91万股,占基金净值比例为3.84%,位居第五大重仓股。根据测算, ...
福莱新材股价涨5.12%,前海开源基金旗下1只基金位居十大流通股东,持有132.79万股浮盈赚取232.38万元
Xin Lang Cai Jing· 2025-09-16 03:36
Group 1 - The core viewpoint of the news is that Fulei New Materials has seen a significant increase in stock price, rising by 5.12% to reach 35.95 yuan per share, with a trading volume of 502 million yuan and a turnover rate of 5.15%, resulting in a total market capitalization of 10.074 billion yuan [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 other supplementary materials (1.86%) [1] Group 2 - Qianhai Kaiyuan Jiaxin Mixed A Fund (001765) has entered the top ten circulating shareholders of Fulei New Materials, holding 1.3279 million shares, which accounts for 0.48% of the circulating shares, with an estimated floating profit of approximately 2.3238 million yuan [2] - The Qianhai Kaiyuan Jiaxin Mixed A Fund was established on December 26, 2016, with a latest scale of 300 million yuan, achieving a year-to-date return of 82.09% and a one-year return of 91.63% [2] - The fund manager, Wu Guoqing, has a tenure of 9 years and 360 days, with a total fund asset scale of 5.333 billion yuan, achieving the best fund return of 395.09% during his tenure [3]
福莱新材股价涨5.2%,同泰基金旗下1只基金重仓,持有8.65万股浮盈赚取14.01万元
Xin Lang Cai Jing· 2025-09-12 08:54
数据显示,同泰基金旗下1只基金重仓福莱新材。同泰竞争优势混合A(008997)二季度持有股数8.65万 股,占基金净值比例为4.07%,位居第九大重仓股。根据测算,今日浮盈赚取约14.01万元。 9月12日,福莱新材涨5.2%,截至发稿,报32.80元/股,成交2.84亿元,换手率3.21%,总市值91.91亿 元。 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%。 从基金十大重仓股角度 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 同泰竞争优势混合A(008997)成立日期2020年4月27日,最新规模1400.91万。今年以来收益49.44%, 同类排 ...
拟募资7.1亿,福莱新材投建OLED材料等项目
WitsView睿智显示· 2025-09-03 09:59
Core Viewpoint - The company, Fule New Materials, plans to raise up to 710 million yuan through a private placement of A-shares to fund expansion projects in label printing materials, electronic-grade functional materials, R&D center upgrades, and to supplement working capital [2]. Group 1: Fundraising and Project Allocation - The total investment for the projects is approximately 840.84 million yuan, with the raised funds allocated as follows: 243.2 million yuan for label printing materials expansion, 220.5 million yuan for electronic-grade functional materials upgrade, 36.3 million yuan for R&D center upgrades, and 210 million yuan for working capital [3]. - The electronic-grade functional materials project will be implemented in Jiaxing, Zhejiang, with an expected annual production capacity of about 37 million square meters upon completion [3][4]. Group 2: Project Details and Market Position - The electronic-grade functional materials market is dominated by international giants like 3M and Nitto Denko. The company aims to produce high-value materials such as OLED support films and folding protective films, leveraging its proprietary technologies to capture the domestic replacement market [4]. - The label printing materials expansion project is expected to add an annual production capacity of approximately 773 million square meters, including the purchase of coating machines and smart upgrades to existing production lines [4]. Group 3: R&D and Financial Performance - The R&D center upgrade will involve the establishment of a high-cleanliness laboratory and the acquisition of precision R&D equipment to enhance the development of high-end materials for OLED displays and flexible sensors [5]. - In the first half of 2025, the company reported a revenue of 1.334 billion yuan, a year-on-year increase of 15.4%, while the net profit attributable to shareholders decreased by 19.58% to 50.93 million yuan [5].
福莱新材股价跌5.06%,前海开源基金旗下1只基金位居十大流通股东,持有132.79万股浮亏损失224.41万元
Xin Lang Cai Jing· 2025-09-03 05:47
Group 1 - The core viewpoint of the news is that Fulei New Materials experienced a decline in stock price, dropping by 5.06% to 31.71 yuan per share, with a trading volume of 251 million yuan and a turnover rate of 2.79%, resulting in a total market capitalization of 8.885 billion yuan [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 main revenue composition of Fulei New Materials includes: 46.65% from advertising inkjet printing materials, 31.42% from label printing materials, 9.17% from other sources, 6.94% from functional base films, 3.95% from electronic-grade functional materials, and 1.86% from other supplementary materials [1] Group 2 - Among the top circulating shareholders of Fulei New Materials, Qianhai Kaiyuan Fund has a fund that entered the top ten shareholders, specifically Qianhai Kaiyuan Jiaxin Mixed A (001765), which holds 1.3279 million shares, accounting for 0.48% of the circulating shares [2] - The estimated floating loss for Qianhai Kaiyuan Jiaxin Mixed A today is approximately 2.2441 million yuan [2] - Qianhai Kaiyuan Jiaxin Mixed A was established on December 26, 2016, with a latest scale of 300 million yuan, achieving a year-to-date return of 73.01%, ranking 183 out of 8180 in its category, and a one-year return of 80.86%, ranking 754 out of 7967 [2]
福莱新材拟定增募集7亿元 发力新材料升级扩产
Core Viewpoint - The company, Fulei New Materials, plans to raise up to 710 million RMB through a private placement of A-shares to fund expansion projects in label printing materials, electronic-grade functional materials, and R&D center upgrades, as well as to supplement working capital [1][2]. Group 1: Fundraising and Expansion Plans - The fundraising will support the construction of a new label printing materials production line, which is expected to add an annual capacity of approximately 77.3 million square meters upon full production [1]. - The company aims to enhance its market share and sustain revenue growth through these projects, with projected revenues of 675 million RMB and 402 million RMB for the fiscal years 2024 and the first half of 2025, respectively, reflecting year-on-year growth rates of 23.53% and 27.83% [1]. - Additionally, a new electronic-grade functional materials production line is planned, which will add an annual capacity of about 37 million square meters [1]. Group 2: Business Development and Technological Advancements - Fulei New Materials is recognized as the first company in China to achieve integration of base film, adhesive, and coating in the inkjet printing composite materials industry, with products spanning various categories including advertising inkjet printing materials and electronic-grade functional materials [2]. - In the first half of 2025, the company reported a revenue of 1.334 billion RMB, a year-on-year increase of 15.40%, and a net profit attributable to shareholders of 50.93 million RMB [2]. - The company has made significant technological breakthroughs in the flexible sensor field, establishing a pilot production line and initiating bulk supply agreements with multiple robotics companies [2]. Group 3: Research and Development Initiatives - Fulei New Materials is enhancing its R&D capabilities by collaborating with the Zhejiang Tsinghua Flexible Electronics Technology Research Institute to establish a joint laboratory focused on flexible electronic skin and ultra-wide pressure sensor development [3]. - The company is committed to strengthening its technological advantages in materials, particularly in electronic-grade functional materials and flexible sensors [3].
浙江福莱新材料股份有限公司
Core Viewpoint - Zhejiang Fulai New Materials Co., Ltd. plans to issue A-shares to specific investors, which has been approved by the board and is pending shareholder and regulatory approvals. The company has analyzed the impact of this issuance on immediate returns and proposed measures to mitigate any dilution effects on shareholders [1][2][67]. Financial Impact Analysis - The issuance will involve up to 9.44% of the total share capital, equating to a maximum of 26,443,202 shares, with total fundraising not exceeding 710 million yuan [3][5]. - The company reported a net profit of 50.93 million yuan for the first half of 2025, projecting various growth scenarios for 2026 [4][5]. Fundraising Purpose and Projects - The funds raised will be allocated to several projects, including: - Expansion of label printing materials, which saw a revenue increase of 23.53% in 2024 and 27.83% in the first half of 2025 [7][8]. - Upgrading electronic-grade functional materials, with revenue growth of 61.91% in 2024 and 28.02% in the first half of 2025 [9]. - Upgrading the R&D center to enhance innovation capabilities [10]. - Supplementing working capital to support ongoing business expansion [11]. Management and Operational Readiness - The company has established a strong talent pool in both label printing and electronic-grade materials, ensuring project implementation [12]. - It has developed a robust technical reserve through continuous R&D efforts, enhancing production efficiency and product quality [13]. - The company has built long-term relationships with leading enterprises in various downstream industries, ensuring market stability and growth [14]. Measures to Mitigate Dilution - The company will strengthen fundraising management to ensure effective use of raised funds [16][17]. - It aims to enhance operational management to improve efficiency and reduce costs [18]. - The company plans to optimize its profit distribution policy to ensure shareholder returns, particularly for minority shareholders [19]. Commitments from Management - The board and senior management have committed to ensuring the effectiveness of the measures to mitigate immediate return dilution [20][21].
福莱新材拟募资不超7.1亿元 用于材料扩产升级等项目
Zheng Quan Shi Bao· 2025-09-02 17:55
福莱新材(605488)9月2日晚间公告,公司拟向特定对象发行股票募集资金总额不超过7.1亿元(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、研发中心升级项目及补充流动资金。 据福莱新材介绍,功能性涂布复合材料行业近年来受到多项政策鼓励,产业规模不断扩大,核心技术不 断突破,未来市场潜力巨大。随着电商的蓬勃发展和消费者购物习惯的转变,快递业务量持续攀升,具 有独特的防水、防潮、耐油等优势的薄膜类标签需求增长。在消费电子、汽车电子行业日益走向轻薄 化、柔性化的趋势下,电子级胶粘材料需满足优异的粘性、耐候性和绝缘性等要求,电子级保护材料需 具备卓越的抗划伤、抗冲击及耐化学腐蚀等性能,而部分高端产品仍被国外供应商垄断,国产化替代进 程亟待加快。 福莱新材通过深化与下游客户合作,挖掘客户需求,并积极开拓海外市场,实现了相关业务收入的持续 高速增长。同时,公司积极布局电子级功能材料领域,紧抓消费电子与汽车电子行业快速发展、电子级 功能材料国产替代加快的重要机遇,持续提升在该赛道中的竞争力。本次发行将有助于公司充分发挥产 业链协同与多元化应用优势,为公司把握行业 ...
福莱新材拟募资7.1亿元加速业务扩张
Zheng Quan Ri Bao· 2025-09-02 16:45
Core Viewpoint - Zhejiang Fulai New Materials Co., Ltd. plans to raise up to 710 million yuan through a private placement of A-shares, with the funds aimed at expanding production capacity in label printing materials and electronic-grade functional materials, upgrading its R&D center, and supplementing working capital [1] Group 1: Fundraising and Investment Plans - The company intends to invest 243 million yuan in the expansion of label printing materials, with a total project investment of approximately 289 million yuan, which will add an annual production capacity of about 77.3 million square meters [2] - An additional 221 million yuan is planned for the upgrade of electronic-grade functional materials, with a total project investment of around 278 million yuan, expected to add an annual production capacity of 37 million square meters [2] Group 2: Market Opportunities and Competitive Position - The label printing materials market is experiencing growth driven by new retail and smart logistics, with a significant demand for environmentally friendly and high-performance materials, positioning the company to capitalize on these trends [2] - As one of the few domestic companies capable of stable large-scale supply, the company is expected to strengthen its competitive advantage and market share during the industry's consolidation phase [2] Group 3: R&D and Financial Strategy - The company plans to allocate 36.3 million yuan for upgrading its R&D center and 210 million yuan for supplementing working capital, indicating a comprehensive approach to enhance its operational capabilities [3] - The strategic plan combines core business expansion, R&D enhancement, and financial structure optimization, aiming to solidify the company's position in the functional coating composite materials sector and prepare for emerging markets in consumer electronics and automotive electronics [3]