2025年8月25日上午9点至10点，深圳市沃特新材料股份有限公司通过线上电话会议的形式，开展了一场 路演活动，吸引了长江证券、财通证券等50余家证券、基金、投资机构及相关企业参与。董事会秘书兼 副总经理张亮、证券事务代表李燕开接待并就投资者关心的问题进行了回复。 投资者关系活动关键信息投资者活动关系类别：路演活动时间：2025年8月25日（星期一）9:00 - 10:00 地点：线上电话会议参与单位名称：长江证券、财通证券等众多证券、基金、投资机构及相关企业上市 公司接待人员姓名：董事会秘书兼副总经理张亮、证券事务代表李燕开 公司2025年上半年经营情况亮眼 2025年上半年，沃特股份坚持特种高分子材料平台化战略，产品种类逐步丰富。公司加大客户开发力 度，LCP、PPA等特种高分子材料出货量均实现增长。上半年实现营业收入9.06亿元，同比增长 12.29%，其中特种高分子材料营业收入占比48.93%。归母净利润和扣非归母净利润分别同比增长 23.94%和39.54%；实现经营性现金净额6399.23万元，同比增长87.41%。同时，公司持续增加研发投 入，2025年上半年研发费用5598.04万元，同比增长 ...

Group 1 - The core viewpoint of the news is that Watte Co., Ltd. is actively expanding its business in various high-growth sectors, including high-frequency communications, computing servers, new energy vehicles, low-altitude economy, and semiconductors, with significant revenue and profit growth projected for 2024 and 2025 [1] - Watte Co., Ltd. aims to achieve a revenue of 1.897 billion yuan in 2024, representing a year-on-year growth of 23.45%, and a net profit of 36.5965 million yuan, reflecting a substantial increase of 520.69% [1] - In the first quarter of 2025, the company reported a year-on-year revenue growth of 8.46% and a 24.76% increase in non-recurring net profit [1] - The company has made progress in various fields, including automotive and new energy, high-frequency communications, low-altitude flying vehicles, robotics, and semiconductor materials [1] - The PEEK resin synthesis project has passed inspection and is currently in the process of obtaining a production license [1] - Watte Co., Ltd. has achieved domestic supply chain localization for raw materials, with export business primarily targeting Asia and Europe, while the impact of U.S. tariff policies is minimal [1] Group 2 - Xizang Yuanlesheng Asset Management Co., Ltd. is a parallel company of Beijing Yuanlesheng Asset Management Co., Ltd., sharing the same shareholder structure, company framework, and personnel composition [2] - Yuanlesheng Asset Management focuses on standardized risk management and aims to maximize market benefits while providing transparent supervision [2] - The company manages assets totaling 7 billion yuan and has been recognized as a leading player in the domestic private equity fund sector, achieving significant long-term performance and stable returns [2] - Yuanlesheng's first public fund, "Yuanlesheng Stock Selection," has achieved over 500% cumulative returns since its establishment in July 2008, demonstrating resilience through various market conditions [2] - The company has received multiple awards in the private equity industry, including the "Golden Bull" award for three consecutive years from 2011 to 2013 [2]