资料显示，烟台石川密封科技股份有限公司位于山东省烟台市芝罘区APEC科技工业园冰轮路5号，成 立日期1991年4月13日，上市日期2021年7月6日，公司主营业务涉及密封垫片、隔热防护罩、密封纤维 板以及金属涂胶板产品的研发、生产和销售。主营业务收入构成为：垫片类产品79.72%，涂胶板行业 9.79%，纤维板行业5.61%，其他行业4.88%。 截至9月30日，密封科技股东户数1.07万，较上期减少14.83%；人均流通股13709股，较上期增加 17.41%。2025年1月-9月，密封科技实现营业收入4.25亿元，同比增长8.12%；归母净利润7346.61万元， 同比增长10.95%。 融资方面，密封科技当日融资买入574.16万元。当前融资余额9260.87万元，占流通市值的2.78%，融资 余额超过近一年70%分位水平，处于较高位。 融券方面，密封科技1月29日融券偿还400.00股，融券卖出300.00股，按当日收盘价计算，卖出金额 6825.00元；融券余量1.13万股，融券余额25.71万元，超过近一年90%分位水平，处于高位。 1月29日，密封科技跌1.47%，成交额3590.21万元。两融 ...

证券日报网1月28日讯 ，密封科技在接受调研者提问时表示，近几年公司密封垫片业务紧跟主机厂发展 步伐，积极开展同步研发，通过行业领先的技术和产品一致性优势赢得客户，市场份额不断提高，经过 多年的稳健经营和口碑积累，公司在细分行业内一直处于领先地位；金属涂胶板业务主要面临进口产品 的竞争，公司经过多年的技术研发，产品性能已接近国际先进水平，产品价格相比进口产品也有一定优 势，性价比突出。公司以发动机密封技术优势为基础，将继续加快新能源车密封、精密加工等领域布 局，同时向变速箱、泵类、换热、制冷等多行业密封领域拓展。 （文章来源：证券日报） ...

证券日报网1月28日讯 ，密封科技在接受调研者提问时表示，汽车方面，金属涂胶板在密封领域及刹车 系统的减震、消音领域有广阔的市场空间，目前国内高端市场大部分由进口产品所占据。公司的金属涂 胶板是以不锈钢等金属材料为基材并搭配丁腈橡胶、氟橡胶等为涂覆层的一种新型高性能复合材料，既 可以用于制造高端发动机密封垫片、变速箱密封垫片、压缩机密封垫片以及通用汽油机密封垫片，还可 用于制作汽车刹车消音片、卡簧，其面对的下游行业不仅仅是商用车，而是整个汽车行业，如刹车系统 的消音与卡簧，面对的是所有盘式刹车系统的汽车、新能源车，除了每年的几千万辆新车需求，还有市 场保有量几亿辆车的维修市场，未来市场空间远超柴油发动机密封垫片。 （文章来源：证券日报） ...

证券代码：301020 证券简称：密封科技 烟台石川密封科技股份有限公司 投资者关系活动记录表 答：近几年公司密封垫片业务紧跟主机厂发展步伐，积极开展同步研发，通过 行业领先的技术和产品一致性优势赢得客户，市场份额不断提高，经过多年的稳健 经营和口碑积累，公司在细分行业内一直处于领先地位；金属涂胶板业务主要面临 进口产品的竞争，公司经过多年的技术研发，产品性能已接近国际先进水平，产品 价格相比进口产品也有一定优势，性价比突出。公司以发动机密封技术优势为基础， 将继续加快新能源车密封、精密加工等领域布局，同时向变速箱、泵类、换热、制 冷等多行业密封领域拓展。 4.公司25年在新能源车板块业务开展情况及营收占比多少？ 答：今年公司持续在新能源汽车市场发力，与多家新能源头部车企在新能源增 程、混动车型等多个品类实现量产配套供货，新能源混动、增程车型密封业务增长 较快。但由于单车价值量低，且基数较小，目前营收占比仍然不高。 5.募投项目"密封垫片技改扩产项目"延期对公司是否有影响？ 编号：2026-001 | 投资者关 系活动类 | 特定对象调研 ☐ | 分析师会议 | | --- | --- | --- | | ...

Core Viewpoint - The company is focusing on high-performance composite materials, specifically metal-coated boards, which have significant applications in various automotive and industrial sectors [1] Group 1: Product Overview - The company's metal-coated boards are made from stainless steel as the substrate, with nitrile rubber and fluororubber as the coating layers [1] - These products are applicable in high-end engines, gearboxes, compressors, and automotive brake systems, including sound-absorbing pads and retaining rings [1] Group 2: Market Potential - The products cover the entire automotive industry, including the growing market for new energy vehicles, and target a substantial repair market, indicating significant future market potential [1] - The company has initiated preliminary collaborations with manufacturers in home appliances and construction machinery, with plans to expand application areas as production capacity and technology improve [1]

Core Viewpoint - The company is making significant progress on its "Metal Coated Board Technological Upgrade and Expansion Project," with the main construction of the second production line nearly completed and equipment installation and debugging currently underway, expected to commence production in the first half of 2026 [1] Group 1 - The new production line will not only increase capacity but also enhance equipment performance and process levels, which is anticipated to positively support the company's future performance [1]

Group 1: Company Overview - Yantai Shichuan Sealing Technology Co., Ltd. is engaged in the production of sealing products, primarily using stainless steel and rubber as raw materials [2] - The company has maintained stable performance despite fluctuations in raw material prices this year [2] Group 2: Business Growth and Market Demand - The sealing gasket business saw significant growth in the first half of the year, driven by the commercial vehicle market's expansion due to government policies [3] - The company has increased market development efforts and maintained R&D collaboration with clients, leading to a steady rise in market share [3] Group 3: Product Applications and Market Potential - Metal-coated boards have broad applications in the automotive industry, particularly in sealing and noise reduction for brake systems [4] - The domestic high-end market for these products is largely dominated by imports, indicating potential for growth in both automotive and other sectors like home appliances and construction machinery [4] Group 4: Competitive Advantages - The company has gained a competitive edge through advanced technology and product consistency, leading to increased market share in the sealing gasket sector [5] - The performance of metal-coated boards is nearing international standards, with competitive pricing compared to imported products [5] Group 5: New Energy Vehicle Sector - The company has made strides in the new energy vehicle sector, partnering with leading manufacturers for mass production of sealing components [6] - However, the revenue contribution from this sector remains low due to the lower value per vehicle and a small base [6] Group 6: Investment Projects and Production Capacity - The "Metal Coated Board Technology Upgrade and Expansion Project" is progressing well, with the second production line nearing completion and expected to be operational by mid-next year [7][8] - This new line will enhance production capacity and improve equipment performance, potentially boosting company performance [8] Group 7: International Market Expansion - The company has been actively expanding into international markets, with direct exports to major manufacturers like Cummins (USA) and Doosan (South Korea) [8] - The expected increase in direct export revenue this year reflects the company's growing international presence and recognition [8] Group 8: Shareholder Value Management - The company focuses on steady operations to enhance value and has a policy of continuous dividends to reward shareholders [8] - Currently, there are no plans for stock incentive programs, but any future initiatives will be disclosed promptly [8]

Group 1: Company Overview and Market Position - Yantai Shichuan Sealing Technology Co., Ltd. is actively expanding its presence in the new energy vehicle sector, collaborating with leading manufacturers to supply sealing products for hybrid and extended-range vehicles [2] - The company aims to enhance its sealing product offerings beyond engine seals to include electric drive systems, hydrogen engines, and methanol engines [2] Group 2: Financial Performance and Profitability - The gross margin for sealing gaskets decreased by 0.14% compared to 2023, primarily due to policy changes, but the company implemented cost-reduction measures to stabilize margins [3] - The commercial vehicle market has shown significant growth due to government policies, positively impacting the demand for gaskets and ensuring stable revenue growth for the company [4] Group 3: Product Value and Market Dynamics - The price of gaskets varies significantly, ranging from a few yuan to several hundred yuan, with an average price of 200-300 yuan for domestic diesel six-cylinder engines [5] - The company anticipates that the value per vehicle for new fuel engines will increase as technology advances, particularly in natural gas, methanol, and hydrogen engines [5] Group 4: Future Development and Strategic Initiatives - The metal-coated board product has substantial market potential, particularly in high-end applications, with the company focusing on R&D to enhance product quality and performance [7] - The second production line for the metal-coated board project is nearing completion, with production expected to commence in the first half of 2026, which will enhance capacity and operational efficiency [8] Group 5: International Market Expansion - The company is actively pursuing international market opportunities, with direct exports expected to see significant growth, particularly in partnerships with renowned manufacturers like Cummins and Doosan [9] - The ongoing internationalization strategy is anticipated to provide strong support for the company's future performance [10]

Group 1 - The core viewpoint of the news highlights the recent performance and financial metrics of Sealing Technology, indicating a mixed trading activity with a slight increase in stock price and notable financing activities [1][2]. - On November 14, Sealing Technology's stock rose by 2.18%, with a trading volume of 104 million yuan. The financing buy-in amount was 14.57 million yuan, while the financing repayment was 18.30 million yuan, resulting in a net financing outflow of 3.73 million yuan [1]. - As of November 14, the total financing and securities balance for Sealing Technology was 97.75 million yuan, accounting for 2.79% of its market capitalization, which is above the 90th percentile of the past year [1]. Group 2 - As of September 30, the number of shareholders for Sealing Technology was 10,700, a decrease of 14.83% from the previous period. The average circulating shares per person increased by 17.41% to 13,709 shares [2]. - For the period from January to September 2025, Sealing Technology reported a revenue of 425 million yuan, representing a year-on-year growth of 8.12%. The net profit attributable to the parent company was 73.47 million yuan, reflecting a year-on-year increase of 10.95% [2]. Group 3 - Sealing Technology has distributed a total of 163 million yuan in dividends since its A-share listing, with 123 million yuan distributed over the past three years [3].

Group 1 - The core viewpoint of the news highlights the financial performance and market activity of Sealing Technology, indicating a positive trend in revenue and net profit growth [2] - As of October 9, Sealing Technology's stock price increased by 0.35%, with a trading volume of 28.64 million yuan, and a net financing purchase of 2.55 million yuan [1] - The company has a financing balance of 93.99 million yuan, which accounts for 2.81% of its market capitalization, indicating a high level of financing activity compared to the past year [1] Group 2 - For the first half of 2025, Sealing Technology achieved an operating income of 294 million yuan, representing a year-on-year growth of 12.49%, and a net profit attributable to shareholders of 50.97 million yuan, up 10.87% year-on-year [2] - The company has distributed a total of 163 million yuan in dividends since its A-share listing, with 123 million yuan distributed over the past three years [3] - The company specializes in the research, production, and sales of sealing gaskets, thermal protection covers, sealing fiberboards, and metal coated boards, with gasket products accounting for 79.72% of its main business revenue [1]