证券代码：605488.SH 证券简称：福莱新材 债券代码：111012.SH 债券简称：福新转债 浙江福莱新材料股份有限公司 公开发行可转换公司债券 受托管理事务报告（2024 年度） 发行人 浙江福莱新材料股份有限公司 Zhejiang Fulai New Material CO.,LTD. （注册地址：浙江省嘉兴市嘉善县姚庄镇银河路 17 号） 债券受托管理人 （住所：广东省深圳市福田区中心三路8号卓越时代广场（二期）北座） 签署日期：2025 年 6 月 重要声明 本报告依据《公司债券发行与交易管理办法》（以下简称《管理办法》）、《可 转换公司债券管理办法》、《公司债券受托管理人执业行为准则》（以下简称《执业 行为准则》）、《浙江福莱新材料股份有限公司可转换公司债券受托管理协议》（以 下简称《受托管理协议》）、《浙江福莱新材料股份有限公司 2024 年年度报告》等 相关信息披露文件及浙江福莱新材料股份有限公司（以下简称"福莱新材"、"发行 人"或"公司"）提供的证明文件以及第三方中介机构出具的专业意见，由本次公司 债券受托管理人中信证券股份有限公司（以下简称"中信证券"）编制。报告期是指 本报告不构成 ...

Core Viewpoint - The company, Fulei New Materials, is focusing on providing materials and functional components for humanoid robots, particularly in the area of tactile sensing solutions, which is a significant demand in the robotics industry [2][6]. Company Performance - Fulei New Materials reported a total revenue of 2.541 billion yuan, representing a year-on-year growth of 19.23% [5][6]. - The net profit attributable to shareholders reached 139 million yuan, showing a substantial increase of 98.42% year-on-year [5][6]. - The company plans to distribute profits with a proposal of 10 shares for 4 and a cash dividend of 1.5 yuan per share (before tax) [5]. Market Trends - The consumer electronics industry is experiencing a recovery in 2024, leading to increased orders across the supply chain [6][7]. - Fulei New Materials is focusing on two main areas: OLED display materials and the development of composite films using ultra-thin adhesive tapes, which are expected to enhance production efficiency for downstream clients [7]. Product Development - The company is developing high-performance flexible sensor materials for applications in humanoid robots, industrial detection, wearable devices, and medical health [8][9]. - Fulei New Materials aims to create a second-generation electronic skin with higher integration, addressing the challenges of tactile feedback in robotic hands [11]. Competitive Advantage - The company's core competencies in the flexible sensor field include systematic integration design capabilities and a strong understanding of coating processes and polymer materials [9][11]. - Fulei New Materials is one of the few domestic companies capable of iterating electronic skin products, focusing on high-end application scenarios for advanced technical solutions [11].