证券代码：002080 证券简称：中材科技 中材科技股份有限公司投资者关系活动记录表 编号：2025-003 | 投资者关系活动 | □特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | √其他 （电话会议） | | 参与单位名称及 | 长江证券、交银施罗德基金、华夏基金等180余人 | | 人员姓名 | | | 时间 | 2025 年 8 月 22 日上午 10:00-11:30 | | 地点 | 线上会议 | | | 公司董事长黄再满先生，公司财务总监高岭先生，公司董事冯 | | 上市公司接待人 | 俊先生，公司副总裁、董事会秘书何思成女士，中材叶片总经 | | 员姓名 | 理徐俊先生，苏州有限总经理袁卓伟先生，泰山玻纤总经理助 | | | 理陈锐先生，中材锂膜财务总监冯淑文女士 | | | 2025 年上半年，公司实现营业收入 133 亿元，同比增长 | | | 26%；归母净利润 10 亿元，同比增长 115%；扣非归母净利 8 | | | 亿元，同比增长 245%；经营现金流净额 ...

Core Viewpoint - The report highlights the ongoing investments and developments in the solid-state battery sector, with major companies like Nissan and others making significant strides in this technology [1][4]. Group 1: New Energy and AI Industry - The industry strategy emphasizes the importance of leading companies in the new energy sector, particularly in solid-state batteries and AI integration, as the market approaches a critical bottoming phase [2]. - Companies like Nissan are targeting the launch of electric vehicles equipped with self-developed solid-state batteries by the fiscal year 2028 [1][4]. - Dao Technology is increasing its investment in single-wall carbon nanotube projects, indicating a focus on advanced materials [1][4]. Group 2: New Energy Vehicle Supply Chain - The new cycle in the mid and downstream sectors of the new energy vehicle industry has begun, with companies like Xiaomi and Jinbo Co. benefiting from this trend [3]. - Xiaomi's smart electric vehicle business is projected to generate revenue of 20.6 billion yuan in Q2 2025, with a gross margin of 26.4% [3]. - Jinbo Co.'s carbon-ceramic brake disc products have received approval from leading global electric vehicle manufacturers, enhancing the safety and performance of automotive materials [3]. Group 3: Solid-State Battery Developments - Major players continue to invest in solid-state battery technology, with companies like Puxin and Xiamen Tungsten benefiting from these advancements [1][4]. - The global first mass-produced fourth-generation solid-state lithium ceramic battery platform has been launched by Huineng Technology, which boasts lower material costs [1][4]. - Deep Blue Huize has secured Pre-A investment from Saudi Aramco, accelerating its global solid-state battery strategy [1][4]. Group 4: Photovoltaic Industry Insights - The photovoltaic industry is experiencing a positive supply-demand dynamic, with recent increases in silicon material and wafer prices [5]. - The Ministry of Industry and Information Technology is working to regulate competition within the photovoltaic sector, which may lead to improved market conditions [5][6]. Group 5: AI and New Energy Integration - The integration of AI with new energy sectors, including humanoid robots, is gaining traction, with companies like Nvidia and others leading the charge [7]. - Zhongcai Technology reported a significant increase in net profit, driven by sales of wind turbine blades and specialized fiber products [7].

标准化地铁车厢、巨型工程装备、百余米长风电叶片……这些"巨无霸"产品的顺畅运输，是江苏制 造"造得好、运得出"的关键一环。近年来，全省大件运输审批量呈几何级暴增，2018年仅0.2万件， 2024年飙升至31.2万件。 过去，办理大件运输许可耗时费力。一场由省交通运输厅主导的"高效办成一件事"改革，正通过智 能化手段，将"多头跑""人工审"的堵点，转变为 "数据跑""系统批"的坦途，为全省制造业发展注入强劲 动能。 审批"秒办"，智能系统全国首创 7月5日晚7时，中车南京浦镇车辆有限公司车间，一列刚下生产线的地铁车厢在巨型液压平板车上 精准落位。承运企业南京金浦利轨道车辆装备有限公司员工金健在手机上轻点确认， 电子运输许可证 跃然屏上，全程耗时仅需数十秒。车队即刻启程，驶向苏州。 "零等待，高效率！"扬州市腾达物流有限公司总经理张善刚用6个字概括真实体验。"以往运输3辆 Ⅲ类大件烘干机，传统核查需等待4—5天，仅押车费每天每车就需1000元。若未能按时送达港口，单日 泊位费违约损失高达2万—5万美元，加之海轮舱位需提前预订，延误将导致巨额损失，因此必须预留一 周走程序。"张善刚激动地告诉记者，上个月，公司进入 ...

【DT新材料】 获悉，8月22日， 中材科技 发布2025年上半年业绩报告，公司实现营业收入133.3亿元，同比增长26%；实现归属于上市公司股东的净 利润10.0亿元，同比增长115%；实现归属于上市公司股东的扣除非经常性损益的净利润8.1亿元，同比增长245%。 中材科技围绕新能源、新材料、绿色低碳等战略性新兴产业方向，聚焦 特种纤维、复合材料、新能源材料 三大赛道、秉持" 做优玻纤、做强叶片、做 大锂膜 "的产业发展思路，集中优势资源大力发展玻璃纤维及制品、风电叶片、锂电池隔膜三大主导产业，同时从事高压复合气瓶、膜材料及其他复 合材料制品的研发、制造及销售。 （1）玻璃纤维业务 ： 报告期内， 泰山玻纤 充分发挥高端产品结构占比高的优势，盈利能力大幅跃升，共销售玻璃纤维及制品67.3万吨，实现销售 收入43.5亿元，同比增长13%，实现归母净利润5.6亿元，同比增长262%； 其中，特种纤维布实现销售895万米，产品覆盖低介电一代纤维布、低介电 二代纤维布、低膨胀纤维布及超低损耗低介电纤维布全品类产品 ，且均已完成国内外头部客户的认证及批量供货，产品性能媲美国际厂商。 报告期内，玻璃纤维产品均价同比增长 ...

中材科技 20250822 摘要 中材科技玻纤业务优化产品结构，泰山玻纤销售收入达 43.5 亿元，同 比增长 13%，净利润 5.8 亿元，同比大增 216%，毛利率显著提升，受 益于太原基地产能释放及特纤布产品放量，盈利能力有望持续增强。 中材叶片提前布局大叶型风电叶片，销量达 15.2GW，同比增长 103%，销售收入 52 亿元，同比增加 84%，净利润 3.6 亿元，同比增 282%。精益管理和成本控制显著提升盈利能力，预计下半年需求释放 将进一步提升盈利水平。 中材锂膜上半年销售锂电池隔膜 13 亿平方米，同比增长 60%。尽管行 业竞争激烈，价格承压，但高端产品占比提升和新产能释放降低了成本， 二季度毛利率环比改善明显，未来经营能力有望进一步提升。 公司销售储氢气瓶 3,000 只，市场份额超过 50%，保持国内领先地位， 为未来发展奠定基础。同时，公司积极布局航空复合材料、低空经济、 新能源汽车用复合材料等新兴领域，并已获得多个产品认证与批量供应 订单。 泰山玻纤 AI 用低介电 1~2 代、低膨胀石英布等全品类产品已深度卡位 国际头部核心客户，上半年实现销量约 895 万米，为后续产能释放及 ...

证券代码：600458 证券简称：时代新材 公告编号：临 2025-052 株洲时代新材料科技股份有限公司 2025年第二季度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据上海证券交易所《上市公司行业信息披露指引第十三号—化工》和《关于 做好主板上市公司 2025 年半年度报告披露工作的通知》的相关要求，现将公司 2025 年第二季度主要经营数据公告如下： 一、主要产品的产量、收入实现情况 单位：万元 | 主要产品 | 2025年4-6月 | 2025 年 1-6 月 | 2025 年 4-6 月 | 2025 年 1-6 月 | | --- | --- | --- | --- | --- | | | 产值 | 产值 | 收入 | 收入 | | 汽车零部件 | 183,314.49 | 351,272.83 | 172,485.76 | 339,321.16 | | 轨道交通零部件 | 55,183.72 | 105,972.36 | 56,343.47 | 95,893.22 | | 工业与工程零部件 ...

证券研究报告 中材科技 (002080 CH) 业绩显著改善，特种电子布加速放量 | 华泰研究 | | | 中报点评 | 投资评级(维持): | 买入 | | --- | --- | --- | --- | --- | --- | | 2025 年 | 8 月 | 22 日│中国内地 | 专用材料 | 目标价(人民币): | 36.24 | 公司公布上半年业绩：25H1 收入/归母净利 133.3/10.0 亿元，同比 +26.5%/+114.9% ， 其 中 Q2 收 入 / 归母净利 78.3/6.4 亿元，同比 +28.1%/+155.1%，公司上半年业绩接近业绩预告上限（10.4 亿元），主要 系玻纤及叶片业务同比均明显增长，且特种电子布逐步供需业绩增量，看好 公司主业基本面改善及高端电子纱优势地位，维持"买入"。 风电叶片销量及收入大幅增长，玻纤价格提升带动毛利率同比改善 25H1 公司玻纤/风电叶片/锂膜分别实现销量 67 万吨/15GW/13 亿平米，同 比-1%/+103%/+60%；收入 43.5/52.0/9.3 亿元，同比+13%/+84%/+22%； 毛利率 26.0%/16.4%/1 ...

Core Viewpoint - The company reported significant growth in revenue and net profit for the first half of 2025, driven by its focus on strategic emerging industries such as new energy and new materials, particularly in the fields of special fibers, composite materials, and new energy materials [7][11][12]. Company Overview - The company achieved operating revenue of 13.33 billion yuan, a year-on-year increase of 26% [7]. - The net profit attributable to shareholders reached 1 billion yuan, up 115% year-on-year, while the net profit excluding non-recurring gains and losses was 810 million yuan, reflecting a 245% increase [7]. Business Segments Glass Fiber Business - The company’s subsidiary, Taishan Glass Fiber, has an annual production capacity of over 1.5 million tons and is a leader in the special fiber field, with products sold in over 80 countries [8][9]. - In the first half of 2025, the company sold 673,000 tons of glass fiber products, generating sales revenue of 4.35 billion yuan, a 13% increase year-on-year [12]. - The average price of glass fiber products increased by 14% year-on-year, with a gross margin of 26%, up 11 percentage points [12]. Wind Power Blade Business - The company’s subsidiary, Zhongcai Blades, is a leading provider of wind power blade design, manufacturing, and services, with a production capacity exceeding 30 GW [15]. - In the first half of 2025, the company sold 15.3 GW of wind power blades, a 103% increase year-on-year, with revenue from this segment reaching 5.2 billion yuan, up 84% [19]. Lithium Battery Separator Business - The company’s subsidiary, Zhongcai Lithium Membrane, has established seven production bases in China and is expanding internationally [22]. - The company sold 1.3 billion square meters of lithium battery separators, achieving revenue of 930 million yuan, a 22% increase year-on-year [25]. - The market for lithium battery separators is experiencing high growth, with domestic production increasing by 49% year-on-year [24]. Industry Trends - The glass fiber industry is witnessing a recovery in demand, particularly in high-end applications, with prices showing a rising trend [11]. - The wind power industry in China continues to grow robustly, with new installations reaching 51.39 GW in the first half of 2025, a 98.9% increase year-on-year [16]. - The lithium battery separator market is benefiting from the rapid growth of the new energy vehicle sector, with production increasing significantly [23][24].

Core Viewpoint - The article emphasizes the importance of green productivity as a means to achieve high-quality development and address ecological issues, highlighting China's advancements in renewable energy and green production methods [2][6]. Group 1: Green Energy Development - Since the 18th National Congress, China has established the world's largest and most complete renewable energy industry chain, significantly supporting energy transition and industrial upgrading [2]. - The installed capacity of wind and solar power has increased 25 times since 2015, surpassing thermal power capacity for the first time in history in 2023 [6]. - China's share of global clean energy investment has risen from one-quarter to one-third over the past decade [6]. Group 2: Innovations in Transportation and Mining - The transportation of wind turbine blades has become more complex, with the length of blades increasing from over 40 meters to over 100 meters, necessitating advanced logistics and high-precision positioning systems [4]. - In Inner Mongolia, over 3,000 sensors are used for real-time monitoring in open-pit coal mines, leading to significant improvements in environmental conditions, including the introduction of electric unmanned mining trucks [9]. - There are nearly 5,000 green mines and over 6,000 green factories across China, contributing to more than one-fifth of the national manufacturing output [11]. Group 3: Impact on Infrastructure and Industry - By 2024, nearly all highways in China will be equipped with electric vehicle charging stations, a significant increase from 2015 when the first charging stations appeared on the Beijing-Shanghai Expressway [13]. - The number of electric vehicles has grown over 60 times since 2015, indicating a substantial shift towards sustainable transportation [13]. - China leads globally with nearly 80% of green ships and half of hydrogen fuel cells, with the green low-carbon industry generating over 11 trillion yuan in output value [13].

Group 1 - The core viewpoint emphasizes the importance of green low-carbon development as a fundamental strategy for addressing ecological and environmental issues, with a focus on forming green production and lifestyle practices to support high-quality development [1] - Since the 18th National Congress, China has established the world's largest and most complete new energy industry chain, providing significant support for energy transition and industrial upgrading [1] - The scale of installed wind and solar power generation capacity has increased 25 times since 2015, surpassing thermal power capacity for the first time in 2023, with China's clean energy investment share rising from one-quarter to one-third of the global total over the past decade [5][12] Group 2 - In the wind power sector, the transportation of increasingly longer wind turbine blades has become more complex, with the number of manufacturing bases increasing from three in 2015 to eight by 2022, leading to a broader operational reach [3] - The introduction of over 3,000 sensors in open-pit coal mines allows for real-time monitoring of environmental changes, resulting in significant noise reduction and ecological improvements, including the return of wildlife [8] - There are nearly 5,000 green mines and over 6,000 green factories across China, contributing to more than one-fifth of the national manufacturing output [10] Group 3 - The number of electric vehicle charging stations along highways has dramatically increased since 2015, with the number of electric vehicles growing over 60 times, indicating a significant shift towards sustainable transportation [12] - China leads globally in the production of green ships and hydrogen fuel cells, with the green low-carbon industry now valued at over 11 trillion yuan [12] - Green production is not only improving ecological conditions but also driving energy transition and industrial upgrading, providing continuous new momentum for high-quality development in China [12]