资料显示，江苏斯迪克新材料科技股份有限公司位于江苏省太仓市青岛西路11号，成立日期2006年6月 21日，上市日期2019年11月25日，公司主营业务涉及功能性薄膜材料、电子级胶粘材料、热管理复合材 料及薄膜包装材料的研发、生产和销售。主营业务收入构成为：电子级胶粘材料52.07%，薄膜包装材 料16.77%，功能性薄膜材料15.93%，高分子薄膜材料7.62%，其他(补充)6.03%，热管理复合材料 1.57%。 斯迪克所属申万行业为：基础化工-塑料-膜材料。所属概念板块包括：新材料、石墨烯、中盘、氢能 源、光刻胶等。 截至9月30日，斯迪克股东户数2.01万，较上期增加12.63%；人均流通股15771股，较上期减少11.15%。 2025年1月-9月，斯迪克实现营业收入22.39亿元，同比增长11.57%；归母净利润4526.98万元，同比减少 15.81%。 1月9日，斯迪克盘中下跌2.01%，截至11:01，报32.69元/股，成交3.06亿元，换手率2.91%，总市值 148.18亿元。 资金流向方面，主力资金净流出155.80万元，特大单买入2611.04万元，占比8.52%，卖出3063.70 ...

每经头条（nbdtoutiao）——绕开光刻机"卡脖子"，中国新型芯片问世！专访北大孙仲：支撑AI训练和 具身智能，可在28纳米及以上成熟工艺量产 （记者 曾健辉） 每经AI快讯，斯迪克（SZ 300806，收盘价：29.74元）12月29日晚间发布公告称，截至本公告日，金闯 累计质押股数约为6607万股，占其所持股份比例为46.52%。施蓉累计质押股数为758万股，占其所持股 份比例为31.88%。 2025年1至6月份，斯迪克的营业收入构成为：电子级胶粘材料占比52.07%，薄膜包装材料占比 16.77%，功能性薄膜材料占比15.93%，高分子薄膜材料占比7.62%，其他业务占比6.03%。 截至发稿，斯迪克市值为135亿元。 ...

资料显示，江苏斯迪克新材料科技股份有限公司位于江苏省太仓市青岛西路11号，成立日期2006年6月 21日，上市日期2019年11月25日，公司主营业务涉及功能性薄膜材料、电子级胶粘材料、热管理复合材 料及薄膜包装材料的研发、生产和销售。主营业务收入构成为：电子级胶粘材料52.07%，薄膜包装材 料16.77%，功能性薄膜材料15.93%，高分子薄膜材料7.62%，其他(补充)6.03%，热管理复合材料 1.57%。 兴全趋势投资混合(LOF)（163402）基金经理为谢长雁、杨世进。 12月22日，斯迪克涨5.45%，截至发稿，报29.58元/股，成交3.56亿元，换手率3.89%，总市值134.09亿 元。 从斯迪克十大流通股东角度 数据显示，兴证全球基金旗下1只基金位居斯迪克十大流通股东。兴全趋势投资混合(LOF)（163402） 三季度新进十大流通股东，持有股数347.11万股，占流通股的比例为1.1%。根据测算，今日浮盈赚取约 531.07万元。 兴全趋势投资混合(LOF)（163402）成立日期2005年11月3日，最新规模151.39亿。今年以来收益 16.92%，同类排名4641/8170；近一 ...

每经头条（nbdtoutiao）——让"铁疙瘩"从数万米高空精准"踩刹车"，中国商业航天"降本复用"只差"最 后一公里"！朱雀之后，同行排队接力 每经AI快讯，斯迪克（SZ 300806，收盘价：27.8元）12月4日晚间发布公告称，公司第五届第十四次董 事会会议于2025年12月4日在公司会议室召开。会议审议了《关于修订 <董事会秘书工作细则> 的议 案》等文件。 2025年1至6月份，斯迪克的营业收入构成为：电子级胶粘材料占比52.07%，薄膜包装材料占比 16.77%，功能性薄膜材料占比15.93%，高分子薄膜材料占比7.62%，其他业务占比6.03%。 截至发稿，斯迪克市值为126亿元。 （记者 曾健辉） ...

Group 1 - The core point of the article highlights the recent performance of Sdiq, with a stock price increase of 5.25% to 28.07 CNY per share, a trading volume of 246 million CNY, a turnover rate of 2.86%, and a total market capitalization of 12.724 billion CNY [1] - Sdiq, established on June 21, 2006, and listed on November 25, 2019, specializes in the research, production, and sales of functional film materials, electronic-grade adhesive materials, thermal management composite materials, and film packaging materials [1] - The revenue composition of Sdiq's main business includes electronic-grade adhesive materials (52.07%), film packaging materials (16.77%), functional film materials (15.93%), polymer film materials (7.62%), other (supplementary) (6.03%), and thermal management composite materials (1.57%) [1] Group 2 - From the perspective of Sdiq's top ten circulating shareholders, a fund under Xingzheng Global Fund has entered the top ten, specifically the Xingquan Trend Investment Mixed Fund (LOF) (163402), which holds 3.4711 million shares, accounting for 1.1% of circulating shares [2] - The Xingquan Trend Investment Mixed Fund (LOF) (163402) was established on November 3, 2005, with a latest scale of 15.139 billion CNY, achieving a year-to-date return of 14.1% and a one-year return of 14.35% [2]

Group 1 - The core point of the article highlights the recent performance of Sdiq, which saw a 5.17% increase in stock price, reaching 31.10 CNY per share, with a total market capitalization of 14.098 billion CNY [1] - Sdiq specializes in the research, production, and sales of functional film materials, electronic-grade adhesive materials, thermal management composite materials, and film packaging materials, with the main revenue sources being electronic-grade adhesive materials (52.07%), film packaging materials (16.77%), and functional film materials (15.93%) [1] Group 2 - From the perspective of Sdiq's top circulating shareholders, a fund under Xingzheng Global Fund, Xingquan Trend Investment Mixed (LOF), entered the top ten circulating shareholders in the third quarter, holding 3.4711 million shares, accounting for 1.1% of circulating shares [2] - The fund has achieved a year-to-date return of 16.07%, ranking 5017 out of 8213 in its category, and a one-year return of 11.86%, ranking 5310 out of 8130 [2]

Group 1 - The company Stik (SZ 300806) announced that a portion of shares held by its controlling shareholder, Mr. Jin Chuang, has been pledged, totaling 14.06 million shares. As of the announcement date, Mr. Jin has pledged a total of approximately 85.31 million shares, accounting for 60.07% of his holdings [1][1][1] - Another shareholder, Ms. Shi Rong, has pledged a total of 11.88 million shares, which represents 49.97% of her holdings [1][1][1] - As of the report, Stik's market capitalization stands at 13.6 billion yuan [1][1][1] Group 2 - For the first half of 2025, Stik's revenue composition is as follows: electronic-grade adhesive materials account for 52.07%, film packaging materials for 16.77%, functional film materials for 15.93%, polymer film materials for 7.62%, and other businesses for 6.03% [1][1][1]

Core Viewpoint - The stock of Jiangsu Sdiq New Materials Technology Co., Ltd. has seen a 5.38% increase, reaching 28.79 CNY per share, with a trading volume of 395 million CNY and a turnover rate of 4.44%, resulting in a total market capitalization of 13.051 billion CNY [1] Company Overview - Jiangsu Sdiq New Materials Technology Co., Ltd. was established on June 21, 2006, and went public on November 25, 2019. The company is located at No. 11, Qingdao West Road, Taicang City, Jiangsu Province [1] - The company's main business includes the research, production, and sales of functional film materials, electronic-grade adhesive materials, thermal management composite materials, and film packaging materials. The revenue composition is as follows: electronic-grade adhesive materials 52.07%, film packaging materials 16.77%, functional film materials 15.93%, polymer film materials 7.62%, others 6.03%, and thermal management composite materials 1.57% [1] Shareholder Information - Among the top ten circulating shareholders of Sdiq, the Xingsheng Global Fund has a fund that entered the top ten in the third quarter, holding 3.4711 million shares, which accounts for 1.1% of the circulating shares. The estimated floating profit today is approximately 5.1025 million CNY [2] - The Xingsheng Global Fund's "Xingquan Trend Investment Mixed (LOF)" (163402) was established on November 3, 2005, with a latest scale of 15.139 billion CNY. Year-to-date returns are 17.69%, ranking 4849 out of 8147 in its category; the one-year return is 11.43%, ranking 5157 out of 8056; and since inception, the return is 2024.53% [2]

Group 1 - The core point of the article highlights the recent performance of Sdiq, with a stock price increase of 5.73% to 27.69 CNY per share, a trading volume of 322 million CNY, a turnover rate of 3.77%, and a total market capitalization of 12.552 billion CNY [1] - Sdiq, established on June 21, 2006, and listed on November 25, 2019, specializes in the research, production, and sales of functional film materials, electronic-grade adhesive materials, thermal management composite materials, and film packaging materials [1] - The revenue composition of Sdiq's main business includes electronic-grade adhesive materials (52.07%), film packaging materials (16.77%), functional film materials (15.93%), polymer film materials (7.62%), other (supplementary) (6.03%), and thermal management composite materials (1.57%) [1] Group 2 - From the perspective of Sdiq's top ten circulating shareholders, Xingsheng Global Fund has a fund that entered the top ten shareholders, holding 3.4711 million shares, which accounts for 1.1% of the circulating shares, with an estimated floating profit of approximately 5.2066 million CNY [2] - The Xingsheng Trend Investment Mixed Fund (LOF) was established on November 3, 2005, with a latest scale of 15.139 billion CNY, and has achieved a year-to-date return of 15.63%, ranking 4935 out of 8149 in its category [2] - The fund manager, Xie Changyan, has a tenure of 127 days with a total fund size of 15.14 billion CNY, while Yang Shijin has a tenure of 4 years and 334 days with a total fund size of 25.223 billion CNY [3]

Investment Rating - The investment rating for the company is "Buy" and it is maintained [9]. Core Views - The company has completed its large-scale construction phase and is entering a period of increased production capacity [6][12]. - In the first three quarters of 2025, the company achieved revenue of 2.24 billion yuan, a year-on-year increase of 11.6%, while net profit attributable to shareholders was 45 million yuan, a year-on-year decrease of 15.8% [6][12]. - The third quarter alone saw revenue of 840 million yuan, a year-on-year increase of 25.7% and a quarter-on-quarter increase of 16.2% [6][12]. Summary by Sections Financial Performance - For Q3 2025, the company reported a net profit of 20 million yuan, a year-on-year decrease of 4.9% but a quarter-on-quarter increase of 28.6% [6][12]. - The company's gross margin for Q3 2025 was 22.4%, a decrease of 3.9 percentage points year-on-year [12]. - R&D expense ratio for Q3 2025 was 7.5%, indicating a continued high level of investment in research and development [12]. Project Development - The company is progressing with multiple projects funded through IPO and private placements, including OCA optical adhesive and PET base film production lines [12]. - The company plans to invest 510 million yuan in expanding high-end functional film production, targeting applications in the electronics sector [12]. Market Opportunities - The global OCA adhesive market is estimated to be nearly 10 billion yuan, with significant growth potential driven by the demand for foldable smartphones and other electronic devices [12]. - The company is positioned to benefit from the domestic substitution of high-end adhesive materials and functional films, enhancing its competitive edge in the market [12].