转债代码:118008 转债简称:海优转债 上海海优威新材料股份有限公司 关于收到客户项目定点通知的自愿性披露公告 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。 重要内容提示： 1、定点通知不反映下游客户最终的实际采购金额，后续实际开展情况存在不确定性，实际销售金额将 以与客户签订的正式供应合同或销售订单为准。 证券代码:688680 证券简称:海优新材 公告编号：2026-003 本次获得某知名汽车玻璃制造商调光膜片产品的定点通知，是客户对公司开发实力和生产制造方面的认 可，标志着公司推出的"墨影瞬光"系列第三代PDCLC（Polymer Dispersed Colorant Liquid Crystal聚合物 分散彩色液晶）调光膜业务拓展取得重要进展。 本次获得定点通知，是公司在汽车新材料领域技术创新与产品竞争力的直接体现，也为公司后续提升市 场认可度和市场份额奠定坚实的基础。未来公司将继续以研发和客户需求为导向，与下游客户保持紧密 合作，并快速响应头部主机厂的战略规划和订单诉求。 本次定点项目预计将对公司未来年度的经营 ...

Group 1 - Guosheng Technology is expected to report a net profit attributable to shareholders of the listed company as negative for the fiscal year 2025 [30] - Dongfang Mingzhu indirectly holds 1.3182% of Super Fusion shares, but the company does not directly engage in AI business [4] - Tongfu Microelectronics plans to raise no more than 4.4 billion yuan through a private placement to enhance packaging capacity for storage chips and other projects [2] Group 2 - Jiangbolong's application for a specific stock issuance has been accepted by the Shenzhen Stock Exchange [2] - Taisen Wind Power's controlling shareholder subscribed to 174 million shares at 6.76 yuan per share, increasing its holding to 38.39% [2] - Goer Group plans to use up to 6 billion yuan of idle funds for entrusted wealth management [3] Group 3 - ST Xinya will lift other risk warnings and change its stock name to Xinya Process on January 13, 2026 [5] - China First Heavy Industries has only undertaken a small number of projects related to controllable nuclear fusion, with no revenue generated from these products [5] - Baogang Co. plans to adjust the price of rare earth concentrate for Q1 2026 to 26,834 yuan per ton, a slight increase from the previous quarter [6] Group 4 - A total of 2.2 billion yuan is expected to be lost by Aerospace Morning Light in 2025, a reduction in loss compared to the previous year [14] - Shaanxi Guotou A expects a net profit of 1.438 billion yuan in 2025, a year-on-year increase of 5.7% [15] - Poly Developments anticipates a net profit loss of 16 billion to 19 billion yuan for 2025 [19]

Group 1 - Gree Co., Ltd. plans to use no more than 6 billion yuan of idle self-owned funds for entrusted wealth management, with a validity period of one year from the date of board approval [1] - Guosheng Technology's stock will resume trading on January 12 after completing an investigation into abnormal trading, but the company expects a net loss for 2025 [2] - Dongzhu Ecology is negotiating to terminate the acquisition of control over Kairui Xingtong due to failure to reach an agreement on valuation and other commercial terms [3] Group 2 - Jiaoyun Co., Ltd. intends to swap its passenger car sales and automotive after-service assets with the cultural and tourism-related assets of its controlling shareholder, which is expected to constitute a major asset restructuring [4] - Baogang Co., Ltd. plans to adjust the related transaction price of rare earth concentrate for the first quarter of 2026 to 26,834 yuan per ton, a slight increase from the previous quarter [5] - Luzhou Laojiao proposes a cash dividend of 13.58 yuan per 10 shares, totaling approximately 2 billion yuan [6] Group 3 - Zhenlei Technology states that the commercial aerospace industry is still in its early industrialization stage, with unpredictable contributions to revenue from batch launches [7][8] - China First Heavy Industries has only undertaken a small number of projects related to "controlled nuclear fusion," and these products have not yet generated revenue [9] - Huanxu Electronics plans to invest 30 million yuan in a private equity fund focused on AI-driven new generation information technology industries [10] Group 4 - Ruina Intelligent plans to invest approximately 169.9 million yuan to build a modern intelligent high-efficiency heat pump R&D and production base [11] - Hualan Biological intends to acquire a 35% stake in Ningbo Guangfeng Capsule Co., Ltd. for 8.4647 million yuan, with plans for further acquisitions in the future [12] - Yili Media reports that its main business and business model have not undergone significant changes, and its operations are normal [13] Group 5 - Jushi Chemical received a notice of administrative penalty for inflating revenue and profits through false trading, with a proposed fine of 2.4 million yuan [14] - Haiyou New Materials has been designated as a supplier for a well-known automotive glass manufacturer to develop and supply PDLC dimming film products [15][16] - Shanda Electric signed a strategic cooperation agreement with Shandong Development New Energy Co., Ltd. to promote the technological upgrade and large-scale development of the new energy industry in Shandong Province [17] Group 6 - China Shipbuilding Defense expects a net profit increase of 149.61% to 196.88% for 2025, driven by improved ship product revenue and production efficiency [18] - Daotong Technology anticipates a net profit increase of 40.42% to 45.1% for 2025, fueled by AI-driven services [19] - Zhenhua New Materials expects a net loss of 400 million to 500 million yuan for 2025 due to declining market demand for existing products [20] Group 7 - Greenland Holdings anticipates a net loss of 16 billion to 19 billion yuan for 2025, primarily due to declining asset prices and increased financial expenses [21] - Electric Wind Power expects a net loss of 890 million to 1.09 billion yuan for 2025, attributed to intensified competition and delays in project construction [22] - Jintou City Development forecasts a net loss for 2025 [23] Group 8 - Dazhi expects a net loss for 2025 [25] - Wantong Development anticipates a net loss for 2025 [26] - Wanfu Biological projects a net profit decline of 87.71% to 91.81% for 2025 due to market price reductions and increased R&D expenses [27] Group 9 - Zhongkong Technology expects a net profit decline of 53.07% to 61.85% for 2025, driven by economic slowdown and reduced customer demand [28] - Jian Kai Technology's shareholder plans to reduce holdings by up to 3% [29] - Huati Technology's actual controller plans to reduce holdings by up to 3% [30]

格隆汇1月9日丨海优新材(688680.SH)公布，公司于近日收到某知名汽车玻璃制造商(限于保密要求，无 法披露其名称，以下简称"客户")出具的供应商定点通知邮件。该客户选择公司作为其定点供应商，为 其一款知名新能源车企车型的车玻产品开发并供应 PDLC 调光膜片产品，具体产品供货时间、供货价 格、供货数量以与客户签订的正式供应合同或销售订单为准。 本次定点项目预计将对公司未来年度的经营业绩产生积极影响，具体影响金额将视后续正式供应合同或 销售订单的签订及执行情况而定。项目的顺利实施，有助于深化公司与下游头部客户的合作，提升公司 在汽车新材料领域的市场地位与品牌影响力，符合公司长远发展战略。 本次获得某知名汽车玻璃制造商调光膜片产品的定点通知，是客户对公司开发实力和生产制造方面的认 可，标志着公司推出的"墨影瞬光"系列第三代PDCLC(Polymer Dispersed Colorant Liquid Crystal 聚合物 分散彩色液晶)调光膜业务拓展取得重要进展。 本次获得定点通知，是公司在汽车新材料领域技术创新与产品竞争力的直接体现，也为公司后续提升市 场认可度和市场份额奠定坚实的基础。未来公司将继续以 ...

人民财讯1月9日电，海优新材(688680)1月9日公告，公司于近日收到某知名汽车玻璃制造商出具的供应 商定点通知邮件。该客户选择公司作为其定点供应商，为其一款知名新能源车企车型的车玻产品开发并 供应PDLC调光膜片产品，具体产品供货时间、供货价格、供货数量以与客户签订的正式供应合同或销 售订单为准。 ...