2026未来产业新材料博览会 （FINE），围绕机器人、汽车、无人机、数据中心、航空航天、AI、新能源等未 来产业共性需求特设6大展区， N3 先进电池与能源材料展区 聚焦 固态 电池 、钠电池、钙钛矿、eVTOL电池、机器人电池 等 ， 欢迎咨询：18957804107 【DT新材料】 获悉，1月9日 ，财政部、税务总局 发布关于调整光伏等产品出口退税政策的公告，内容如下： 一、自2026年4月1日起， 取消光伏等产品增值税出口退税 。 二、自2026年4月1日起至2026年12月31日， 将电池产品的增值税出口退税率由9%下调至6% ；2027年1月1日起，取消电池产品增值税出口退税。 三、对上述产品中征收消费税的产品，出口消费税政策不作调整，继续适用消费税退（免）税政策。 四、本公告所列产品适用的出口退税率以出口货物报关单注明的出口日期界定。 | 153 | 68141000 | 粘聚或复制云母制的板,片,带(不论是否附于其他材料上) | | --- | --- | --- | | 154 | 68149000 | 其他己加工的云母及其制品(包括粘聚或复制的云母及其他制品) | | 155 | 6815 ...

证券日报网讯1月9日，道生天合（601026）在互动平台回答投资者提问时表示，公司的碳纤维预浸料产 品已获得AS9100D航空航天体系认证，并在客户处成功实现航空级认证和量产。 ...

1月5日，光威复材盘中上涨2.00%，截至13:04，报40.25元/股，成交21.20亿元，换手率6.58%，总市值 334.62亿元。 资金流向方面，主力资金净流入636.23万元，特大单买入1.48亿元，占比6.96%，卖出1.75亿元，占比 8.26%；大单买入5.92亿元，占比27.93%，卖出5.58亿元，占比26.33%。 光威复材今年以来股价涨2.00%，近5个交易日涨25.16%，近20日涨34.12%，近60日涨29.96%。 资料显示，威海光威复合材料股份有限公司位于山东省威海市高区天津路-130号，成立日期1992年2月5 日，上市日期2017年9月1日，公司主营业务涉及专业从事碳纤维、碳纤维织物、碳纤维预浸料、碳纤维 复合材料制品及碳纤维核心生产设备的研发、生产与销售。主营业务收入构成为：碳纤维及织物 52.93%，碳梁30.73%，预浸料9.27%，制品及其他6.58%，其他(补充)0.49%。 光威复材所属申万行业为：国防军工-航空装备Ⅱ-航空装备Ⅲ。所属概念板块包括：大飞机、低空经 济、PEEK概念、军民融合、无人机等。 截至12月31日，光威复材股东户数7.66万，较上期增加 ...

证券日报网讯 12月29日，道生天合在互动平台回答投资者提问时表示，在航空航天领域，公司的碳纤 维预浸料产品已获得AS9100D航空航天体系认证，并获得多家行业客户的合格供应商认证。 （文章来源：证券日报） ...

精工科技表示，该项目旨在武汉打造一个集研发、生产、销售于一体的高端复合材料智能制造基地，形 成碳纤维复合新材料产品生态，填补区域产业链空白，推动武汉市乃至湖北省新材料产业的结构优化与 转型升级，为国家战略性新兴产业的发展注入强劲动力。同时，项目的实施也将有效推动公司碳纤维产 业整体发展战略的落地，加速公司在碳纤维材料及复材端领域的布局，加速公司从单一装备供应商 向"装备+材料"综合解决方案提供商的转型，有利于做强做优做大公司碳纤维主业，从而进一步提升公 司核心竞争力和盈利能力。 公告显示，该项目实施后，将形成年产复材生产设备10套，碳陶刹车盘28000套，碳纤维预浸料75万平 方米（自用25万平方米，外售50万平方米），风电叶片拉挤梁1000吨，碳纤维缠绕压力容器2000件，航 空航天、低空载人设备45套，人形机器人碳纤维部件6000套，无人机碳纤维桨叶16万件，新能源电池壳 体25万件等生产能力。 据公司预测，该项目建成后，正常运营年份年产值约4.81亿元，年净利润约1.12亿元。项目投资财务内 部收益率所得税前为33.70%、所得税后为26.55%，均高于行业基准收益率；项目投资财务净现值所得 税前和所得 ...

Core Viewpoint - The company, Jinggong Technology, plans to invest approximately 426 million yuan in the construction of an intelligent manufacturing base for composite materials in Wuhan, which will enhance its capabilities in the carbon fiber and advanced composite materials sector [1][3]. Investment Details - The total investment for the project is estimated at 426 million yuan, funded through self-raised capital of 275.85 million yuan (including 250 million yuan from raised funds) and a bank loan of 150 million yuan [1]. - The project will cover an area of 66,815.68 square meters, with a new factory building area of 68,940.12 square meters and a comprehensive building of 6,601.26 square meters [1]. Production Capacity - The project will introduce 64 sets of production equipment, including prepreg production lines and automatic fiber placement machines, resulting in an annual production capacity of 28,000 sets of carbon-ceramic brake discs, 750,000 square meters of carbon fiber prepreg (250,000 square meters for self-use and 500,000 square meters for sale), and various other components for aerospace, low-altitude manned equipment, humanoid robots, drones, and new energy battery casings [2][3]. Financial Projections - Upon completion, the project is expected to generate an annual output value of approximately 481 million yuan and a net profit of about 111.82 million yuan [3]. - The project's financial internal rate of return before tax is projected at 33.70%, and after tax at 26.55% [3]. Strategic Shift - Jinggong Technology's development strategy has evolved from focusing on "dual carbon core industries" in 2023 to a broader vision by 2025, emphasizing high-end equipment and advanced composite materials across the entire carbon fiber industry chain [3]. - The implementation of this project will facilitate the company's transition from a single equipment supplier to a comprehensive solution provider integrating both equipment and materials [3].

Core Insights - The stock price of Guangwei Composite Materials increased by 2.09% on October 27, reaching 29.27 CNY per share, with a trading volume of 260 million CNY and a market capitalization of 24.334 billion CNY [1] - The company has experienced a year-to-date stock price decline of 14.30%, but has seen a 3.14% increase over the last five trading days [1] Financial Performance - For the first half of 2025, Guangwei Composite Materials reported a revenue of 1.201 billion CNY, representing a year-on-year growth of 3.87%, while the net profit attributable to shareholders decreased by 26.85% to 269 million CNY [2] - The company has distributed a total of 2.261 billion CNY in dividends since its A-share listing, with 1.188 billion CNY distributed over the last three years [3] Shareholder Structure - As of October 20, the number of shareholders for Guangwei Composite Materials was 72,000, a decrease of 1.08% from the previous period, with an average of 11,415 circulating shares per shareholder, an increase of 1.09% [2] - The top ten circulating shareholders include major ETFs, with notable changes in holdings, such as E Fund's ChiNext ETF reducing its stake by 158,800 shares and Southern's CSI 500 ETF increasing its stake by 1,181,400 shares [3]

Core Insights - Guangwei Composite Materials Co., Ltd. has experienced a decline in stock price, with a year-to-date drop of 15.65% and a recent 5-day drop of 5.70% [1] - The company reported a revenue of 1.201 billion yuan for the first half of 2025, reflecting a year-on-year growth of 3.87%, while net profit attributable to shareholders decreased by 26.85% to 269 million yuan [2] - The company has distributed a total of 2.261 billion yuan in dividends since its A-share listing, with 1.188 billion yuan distributed in the last three years [3] Financial Performance - As of October 10, 2025, Guangwei Composite had 72,700 shareholders, a decrease of 0.44% from the previous period, with an average of 11,292 circulating shares per shareholder, an increase of 0.45% [2] - The company's main revenue sources include carbon fiber and fabrics (52.93%), carbon beams (30.73%), prepregs (9.27%), and other products (6.58%) [1] Shareholder Structure - As of June 30, 2025, the second-largest circulating shareholder is E Fund's ChiNext ETF, holding 13.2188 million shares, a decrease of 158,800 shares from the previous period [3] - New entrants among the top ten circulating shareholders include the National Defense ETF and the Fortune Military Theme Mixed A fund [3]

Core Insights - Guangwei Composite Materials Co., Ltd. has seen a stock price increase of 2.01% on October 9, reaching 30.96 CNY per share, with a total market capitalization of 25.739 billion CNY [1] - The company reported a year-to-date stock price decline of 9.35%, but a recent uptick of 2.65% over the last five trading days [1][2] - For the first half of 2025, Guangwei achieved a revenue of 1.201 billion CNY, reflecting a year-on-year growth of 3.87%, while net profit attributable to shareholders decreased by 26.85% to 269 million CNY [2] Financial Performance - The company has cumulatively distributed 2.261 billion CNY in dividends since its A-share listing, with 1.188 billion CNY distributed over the last three years [3] - As of September 30, the number of shareholders increased to 73,100, with an average of 11,242 circulating shares per shareholder, a slight decrease of 0.29% [2] Shareholder Structure - The second-largest circulating shareholder is E Fund's ChiNext ETF, holding 13.2188 million shares, down by 158,800 shares from the previous period [3] - Southern CSI 500 ETF is the fourth-largest shareholder, increasing its holdings by 1.1814 million shares to 8.6202 million shares [3] - New entrants among the top ten shareholders include Guotai Junan's National Defense ETF and Fortune's Military Theme Mixed Fund, holding 3.9493 million shares and 2.9621 million shares, respectively [3]

Core Insights - The article highlights the emergence of a new profession, "Carbon Fiber Product Molding Technician," reflecting the growing importance and demand for carbon fiber products in China [1] - The carbon fiber industry in China is experiencing significant growth, driven by strong market demand and supportive national policies, creating new career opportunities for young professionals [1] Industry Overview - The carbon fiber industry in China is expanding rapidly, with increasing market demand and a supportive policy environment [1] - The introduction of new professions, such as the Carbon Fiber Product Molding Technician, indicates a shift towards specialized roles within the industry [1] Professional Insights - The role of a Carbon Fiber Product Molding Technician involves precise and skilled work, including the careful layering of carbon fiber prepreg materials according to specific design and mechanical performance requirements [1] - The process includes ensuring accurate fiber orientation, uniform tension, and tight bonding, followed by high-temperature and high-pressure curing, and rigorous quality testing before delivery [1]