证券日报网讯 1月8日，普利特发布公告称，公司股票连续2个交易日收盘价格涨跌幅累计偏离20.76%， 属异常波动。公司核查称，LCP薄膜虽与下游客户进行脑机接口对接测试，但短期无规模化订单，未形 成收入；LCP纤维用于低轨卫星太阳翼的订单占比低于0.01%，对业绩影响极小。公司无应披露未披露 事项，经营正常，提醒投资者理性投资。 （文章来源：证券日报） ...

证券代码： 002324 证券简称：普利特 上海普利特复合材料股份有限公司投资者关系活动记录表 编号：2026-01-07 5.公司在新能源业务进展如何？ | | 公司钠离子电池采用了以聚阴离子为主的多种体系路线，公司的 | | --- | --- | | | 钠离子电池已实现批量化出货且销量处于行业领先地位，并且公司钠 | | | 电在手订单和产品技术，以及市场开拓均处于行业头部水平。公司钠 | | | 离子电池主要应用于储能、启停电源、数据中心等产业领域。并且， | | | 随着碳酸锂原材料价格上涨，钠电的成本优势也正在逐步体现。公司 | | | 新建产能将在今年三季度逐渐投产，随着新增产能的释放，公司将加 | | | 快对钠离子电池客户订单的交付，并为公司钠离子电池的快速发展奠 | | | 定基础。 | | 附件清单（如有） | 1.参会机构名单 | | 日期 | 2026/1/7 | 2 附件一：参会机构名单 1 技术壁垒极高，全球仅有三家企业具备大规模化量产能力，普利特是 国内唯一实现该技术突破的企业。目前，公司已与海外客户关于公司 LCP 薄膜在脑机接口领域的应用进行了共同开发以及验证工作，目前 ...

Group 1: Market Performance and Institutional Research - A total of 117 listed companies received institutional research from December 22 to December 26, with over 70% of these companies achieving positive returns [1] - Notable performers included Chaojie Co., Ltd. (301005) with a 41.6% increase, Guanglian Aerospace (300900) at 32.44%, and Demingli (001309) with a 24.97% rise [1] - Leading the research interest was Lingyi Zhi Zao (002600), which received over 100 institutional inquiries, while several other companies, including Pulite (002324) and Guangdian Measurement (002967), attracted more than 50 inquiries [1] Group 2: Lingyi Zhi Zao Acquisition - Lingyi Zhi Zao announced a significant acquisition, purchasing a 35% stake in Dongguan Limin Da Electronics Technology Co., Ltd. for 875 million yuan, gaining control over 52.78% of voting rights [3] - The acquisition is notable for its high premium, with a valuation of 2.51 billion yuan for Limin Da, representing a 3421.81% increase over its audited equity of 71.27 million yuan [3] - Limin Da specializes in thermal management products, including liquid cooling connectors and manifolds, and is recognized as a certified supplier for NVIDIA [3][4] Group 3: Pulite's Breakthroughs - Pulite received attention from 76 institutions this week, highlighting its advancements in modified materials and humanoid robotics [5] - The company has developed modified PEEK, PPS, and PA materials for use in humanoid robot components, and is collaborating with leading clients in the industry [7] - Pulite's LCP fibers have entered the supply chain for low-orbit satellites, with significant potential for growth as demand for flexible solar wings increases [7] Group 4: Guangting Information's Strategic Focus - Guangting Information engaged with 66 institutions, emphasizing its role as a "Digital Architect" in the automotive software industry [8] - The company is implementing a Super Software Workshop (SDW) model to enhance productivity and revenue stability through AI-driven software development [10] - Guangting's international strategy includes supporting domestic manufacturers in expanding abroad and providing technical services to foreign clients, aiming to alleviate domestic margin pressures [10]

Group 1: Market Performance and Institutional Research - A total of 117 listed companies received institutional research from December 22 to December 26, with over 70% of these companies achieving positive returns [1] - Notable stock performances include Chaojie Co., Ltd. (301005) with a 41.6% increase, Guanglian Aviation (300900) up 32.44%, and Demingli (001309) rising 24.97% [1] - Popular research targets included Lingyi Technology (002600), which received over 100 institutional inquiries, while companies like Pulite (002324) and Guangdian Measurement (002967) were also highlighted with over 50 inquiries each [1] Group 2: Lingyi Technology Acquisition - Lingyi Technology announced a significant acquisition of a thermal management company, acquiring 35% of Dongguan Liminda Electronic Technology Co., Ltd. for 875 million yuan, resulting in a control of 52.78% voting rights [2] - The acquisition raised eyebrows due to a high valuation premium, with Liminda's audited equity valued at 71.27 million yuan, while the assessed value reached 2.51 billion yuan, indicating a premium rate exceeding 34 times [2] - Liminda's products include critical thermal management hardware for servers, and it is recognized as a liquid cooling supplier for NVIDIA [2] Group 3: Lingyi Technology's Strategic Goals - Institutions are particularly interested in whether Liminda's clients include major overseas companies like NVIDIA, Meta, and Google, as well as the strategic purpose behind the acquisition [3] - The acquisition aims to enhance Lingyi Technology's product matrix in the server segment and improve the business scale and profitability of its AI hardware server division [3] - Lingyi Technology has developed advanced thermal management products for enterprise-level servers, including GPU and CPU cooling solutions [3] Group 4: Pulite's Breakthroughs - Pulite received attention from 76 institutions, highlighting breakthroughs in modified materials, LCP (liquid crystal polymer), sodium-ion batteries, and humanoid robots [4] - The company's modified materials are applicable in humanoid robot components, and it is currently collaborating with leading clients in the humanoid robot industry [4] - Pulite's LCP fibers have entered the supply chain of a major domestic low-orbit satellite client, with significant growth expected in orders due to increasing demand for flexible solar wings [4] Group 5: Guangting Information's Strategic Positioning - Guangting Information engaged with 66 institutions, positioning itself as a "Digital Architect" in the automotive software industry, aiming to create an AI worker ecosystem [5] - The company is implementing a Super Software Workshop (SDW) model for human-machine collaborative development, which is expected to significantly enhance productivity [5] - Guangting Information's international strategy focuses on steady domestic growth while exporting intelligent automotive technology and providing services to foreign manufacturers [5]

南财智讯12月25日电，普利特在投资者关系活动中表示，公司LCP薄膜全系列产品已达到可量产状态， 应用于毫米波频段手机、脑机接口等领域。目前，公司已完成与国内某电子通信头部客户的验证工作， 预计近期实现批量化交付；在脑机接口领域，已与海外客户共同开展应用开发与验证，并进入临床试验 阶段，进展顺利。同时，公司LCP纤维布正与下游头部客户合作开发用于6G基站和AI服务器PCB硬板， 具备低介电常数和损耗优势。此外，公司LCP纤维已于2025年4月进入国内头部客户低轨卫星供应链， 应用于卫星柔性太阳翼核心层，单星价值约5000元，有望受益于商业航天快速发展带来的订单增长。 ...

每经AI快讯，有投资者在投资者互动平台提问：豆包近期联合中兴通讯发布了AI手机，请问未来AI手 机是否需要用LCP薄膜天线，或者使用LCP纤维制成的PCB电路板？ （文章来源：每日经济新闻） 普利特（002324.SZ）12月2日在投资者互动平台表示，公司是国内最早进行LCP材料研发和量产的企 业，LCP改性产品已经批量应用于多款手机连接器等精密零部件中。同时，公司LCP薄膜和纤维主要应 用于以高频高速信号传输为核心的通信和信号信息传输等产业中，随着新一代通信产业的建设和推广， 尤其是AI手机、AIPC、AI眼镜等智能终端的加速发展，对高频高速的需求将持续催化LCP相关材料的 应用，公司将通过从树脂到改性、再到薄膜及纤维的全产业链强化，为即将来临的AI时代提供坚实的 基础。 ...

普利特在互动平台表示，公司是国内最早进行LCP材料研发和量产的企业，LCP改性产品已经批量应用 于多款手机连接器等精密零部件中。同时，公司LCP薄膜和纤维主要应用于以高频高速信号传输为核心 的通信和信号信息传输等产业中，随着新一代通信产业的建设和推广，尤其是AI手机、AIPC、AI眼镜 等智能终端的加速发展，对高频高速的需求将持续催化LCP相关材料的应用，公司将通过从树脂到改 性、再到薄膜及纤维的全产业链强化，为即将来临的AI时代提供坚实的基础。 ...

Core Viewpoint - The company HaiLiDe is making progress in high-performance fiber materials, with specific focus on PEEK and LCP fibers, indicating a clear demand from customers [1] Group 1: Project Progress - The projects related to high-performance fiber materials are advancing in an orderly manner [1] - PEEK is primarily targeted for industrial filtration and composite materials, with customers currently evaluating its applications [1] - LCP fibers have achieved mass production and have begun small-scale sales [1]

Meeting Overview - The 18th meeting of the 7th Supervisory Board of Zhejiang Landi Group Co., Ltd. was held on September 29, 2025, in accordance with relevant laws and regulations [2][3]. Share Transfer Agreement - Zhejiang Landi Group has agreed to acquire 20.1667% of the equity of Ningbo Jujia New Materials Technology Co., Ltd. for a total price of 121 million RMB, increasing its ownership from 1.8678% to 22.0345% [7][10]. - The transaction does not constitute a related party transaction or a major asset restructuring as defined by regulations [8][12]. Board Approval - The acquisition proposal was unanimously approved by the Board of Directors with a vote of 9 in favor, 0 against, and 0 abstentions [11]. Financial Impact - The acquisition is expected to enhance the company's competitive position and market status without adversely affecting its financial condition or operational independence [60]. Company Background - Ningbo Jujia New Materials Technology Co., Ltd. specializes in LCP fibers, films, and resins, with a strong market outlook in key sectors such as aerospace and industrial applications [16].

Group 1 - The company HaiLiDe (002206) is currently in the sample submission phase for PEEK fibers [1] - LCP fibers are in the small batch sales phase [1] - The second phase of the industrial silk and supporting polyester project in Vietnam is in the business negotiation stage [1]