水性环氧乳液与固化剂

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凌玮科技(301373) - 2025年9月19日投资者关系活动记录表
2025-09-19 10:10
Group 1: Market Demand and Growth Projections - The global market for precipitated silica exceeds $5 billion and 4 million tons, with high-end silica market demand projected at 1.5 million tons annually by 2024, driven by sectors like new energy vehicles and new materials [1] - South Asia and Southeast Asia are expected to see a demand growth rate of 4.9%, making it the fastest-growing regional cluster globally [2] - The company anticipates a 4% annual growth rate in the silica market until 2028, with China remaining the largest production and consumption market [2] Group 2: Financial Performance and Sales - In the first half of 2025, the company achieved overseas sales revenue of 40.2966 million yuan, a decline compared to the previous year [2] - The company reported a net profit of 65 million yuan in the first half of 2025, with 25 million yuan attributed to non-investment project profits [4] - The company’s investment projects generated economic benefits of 40.1985 million yuan in the first half of 2025, with specific contributions of 9.0153 million yuan from one project and 31.1832 million yuan from another [7][14] Group 3: Product Applications and Market Expansion - The company’s products are widely used in various industries, including coatings, inks, electronics, and photovoltaics, with a focus on expanding into high-end applications [3][9] - The company is actively participating in the wind and solar energy sectors, providing environmentally friendly and efficient new material solutions [8] - The revenue from the company's matting agents currently accounts for approximately 50% of total sales, with a gradual decline expected as product diversification continues [9] Group 4: Corporate Governance and Investor Relations - The company emphasizes the importance of maintaining effective communication with investors and regularly organizes meetings with various stakeholders [12] - The management is committed to enhancing shareholder returns through dividends and potential share buybacks, while also considering market conditions and company performance [4][13] - The company’s financial data is reported in compliance with disclosure regulations, ensuring transparency and accuracy in its operations [12]
凌玮科技:洪海计划减持公司股份不超过30万股
Mei Ri Jing Ji Xin Wen· 2025-09-17 10:40
截至发稿,凌玮科技市值为38亿元。 每经头条(nbdtoutiao)——海拔4306米现"秦始皇密令",获官方"身份认定"!古文字学家刘钊:秦人 寻仙采药足迹确至青藏高原 (记者 王瀚黎) 每经AI快讯,凌玮科技(SZ 301373,收盘价:34.82元)9月17日晚间发布公告称,广州凌玮科技股份 有限公司董事、高级管理人员洪海先生持有公司股份120万股,占公司总股本比例为1.11%,计划自本 公告发布之日起15个交易日后的3个月内以集中竞价的方式减持其持有的公司股份不超过30万股,占公 司总股本比例为0.28%。 2025年1至6月份,凌玮科技的营业收入构成为:纳米新材料占比96.2%,水性环氧乳液与固化剂占比 3.52%,其他占比0.28%。 ...
凌玮科技:8月25日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-08-25 17:13
Group 1 - The core point of the article is that Lingwei Technology (SZ 301373) held its fourth board meeting on August 25, 2025, to discuss the establishment of a market value management system [1] - For the first half of 2025, Lingwei Technology's revenue composition was as follows: 96.2% from nano new materials, 3.52% from water-based epoxy emulsions and curing agents, and 0.28% from other sources [1]