福斯特成立于2003年，主要从事胶膜和背板等光伏材料的研发、生产和销售。2008年，福斯特开始以贸 易的方式将产品销往海外市场。2016年，福斯特在泰国投资成立第一家全资子公司，并在2018年建成第 一个海外生产基地;2021年福斯特继续扩大在泰国的生产基地，投资建设二期项目;2022年，福斯特在越 南投资建设生产基地。对于海外生产基地地点的选择，福斯特更多的是基于下游光伏组件企业的需求以 及全球市场的变化，这也是福斯特全球化战略的重要一环。 目前，福斯特已与隆基绿能、晶科能源、天合光能等全球前十大组件厂商建立了稳定的合作关系，同时 韩华、First Solar等国际企业也是企业的核心客户，强大的客户资源壁垒，使得福斯特在全球市场中具 有较强的竞争力。 在全球能源转型的浪潮中，光伏产业呈现出快速发展的态势。根据中国光伏行业协会发布的《2024年光 伏行业发展回顾与2025年形势展望》，2024年全球光伏新增装机同比增长约35.9%，全球市场需求持续 增长。随着全球光伏装机持续增长以及光伏产业的快速发展，光伏胶膜市场需求也在不断增长。 在全球光伏胶膜市场竞争中，中国企业已占据主要地位。其中，杭州福斯特应用材料股 ...

| 2026未来产业新材料博览会 | （FINE），围绕机器人、汽车、无人机、数据中心、航空航天、AI、新能源等未 | | | | | --- | --- | --- | --- | --- | | 来产业共性需求特设6大展区， | N3 先进电池与能源材料展区 | | 聚焦 | 固态 | | 电池 、 | | 钠电池 | 、钙钛矿、液流电池、电容器 | | | 等 | ， 欢迎咨询：18957804107 | | | | 【DT新材料】 获悉，12月18日， 上海海优威新材料股份有限公司 公告，公司 拟在成都市金堂县设立公司，并投建高分子特种胶膜生产项目，以 响应光伏行业 市场变化，优化公司资源配置和产能布局，提高现有生产设备的使用效率，并更好地践行"就近服务、深度绑定核心客户"的战略。 项目总投资约为人民币30,000 万元 ，拟租赁 30000 平方米标准化厂房进行建设（租赁面积以租赁协议为准）， 项目采用总体规划、分期实施的方式。建设周期 24 个月，2026年3月1日开工，产品 包括 EVA 胶膜、POE 胶膜和 PVE 封装胶膜等， 主要应用于TOPCon、BC、HJT 等高效光伏组件及其他主营产 ...

Group 1 - The company plans to conduct foreign exchange derivative trading to mitigate risks associated with currency fluctuations, enhancing financial stability [21][22][30] - The proposed trading amount will not exceed 300 million RMB, with a maximum margin and premium limit of 50 million RMB [22][30] - The company will use its own funds for these transactions, ensuring no involvement of raised funds [23][30] Group 2 - The company has adjusted its cash management investment range to include low-risk financial products, maintaining a limit of 400 million RMB [31][33] - The investment strategy aims to improve the efficiency of idle funds while ensuring the safety and liquidity of investments [35][41] - The company will focus on high-security, low-risk cash management products, including structured deposits and low-risk wealth management products [31][33][41] Group 3 - The company has proposed changes to its registered capital and articles of association, necessitated by the conversion of convertible bonds into shares [46][47] - The total number of shares has increased from 84,020,325 to 84,023,891 due to the conversion of 3,566 shares [46] - The proposed amendments will be submitted for shareholder approval [47] Group 4 - The company has decided not to adjust the conversion price of its convertible bonds despite triggering conditions for a downward adjustment [50][51] - The initial conversion price was set at 217.42 RMB per share, adjusted to 217.30 RMB due to a rights distribution [51][52] - The company will not propose a downward adjustment for the next three months, with the next adjustment period starting from March 17, 2026 [50]

Core Viewpoint - The company, Haiyou New Materials (688680.SH), is responding to changes in the photovoltaic industry by optimizing resource allocation and production capacity, aiming to enhance customer satisfaction and market share among core clients [1] Group 1: Project Announcement - The company plans to establish a new facility in Jintang County, Chengdu, to invest in a production project for polymer specialty films [1] - The total investment for this project is approximately 300 million yuan, with the final amount to be determined based on actual construction expenditures [1] Group 2: Project Details - The project will focus on the production line for polymer specialty films, which includes EVA films, POE films, and PVE encapsulation films, primarily used in high-efficiency photovoltaic modules such as TOPCon, BC, and HJT [1] - The implementation of this project will help the company improve its existing product regional and capacity layout, strengthen its industrial foundation, and better serve core customers [1] Group 3: Strategic Goals - The project aims to reduce production and transportation costs, thereby enhancing the company's overall competitiveness in the market [1]

本次投资项目主要建设内容为高分子特种胶膜生产线，项目所生产的产品属于公司主营业务，包括EVA 胶膜、POE胶膜和PVE封装胶膜等，主要应用于TOPCon、BC、HJT等高效光伏组件及其他主营产品。 项目的顺利实施，有利于公司完善现有产品的地域和产能布局，巩固现有产品产业基础，更好地服务核 心客户，降低产品生产成本和运输成本，增强公司综合竞争力。 智通财经APP讯，海优新材(688680.SH)发布公告，为响应光伏行业市场变化，优化公司资源配置和产 能布局，提高现有生产设备的使用效率，并更好地践行"就近服务、深度绑定核心客户"的战略，快速响 应客户需求、提升客户满意度，提升公司产品对核心客户的市场份额，公司拟在成都市金堂县设立公 司，并投建高分子特种胶膜生产项目。本次项目不涉及新增产能，属于公司存量产能的结构调整。预计 项目总投资约为3亿元，最终投资金额以项目建设实际投入为准。 ...

Core Viewpoint - The POE film concept sector experienced a 1.99% increase, ranking fourth among concept sectors, with 21 stocks rising, including Mingguan New Materials and Saiwu Technology hitting the daily limit up [1] Group 1: Market Performance - The top gainers in the POE film concept include Mingguan New Materials with a 20% limit up, Saiwu Technology also hitting the limit up, and Haiyou New Materials, Dingjide, and Wanhua Chemical with increases of 4.24%, 3.78%, and 3.45% respectively [1] - The concept sectors with the highest and lowest daily changes include Organic Silicon at 3.29% increase and Hainan Free Trade Zone at a 2.65% decrease [1] Group 2: Capital Flow - The POE film concept sector saw a net inflow of 272 million yuan, with 14 stocks receiving net inflows, led by Wanhua Chemical with a net inflow of 153 million yuan [1] - The stocks with the highest net inflow ratios include Saiwu Technology at 28.94%, Mingguan New Materials at 26.80%, and Donghua Technology at 7.64% [2] Group 3: Stock Performance Details - Detailed stock performance shows Wanhua Chemical with a 3.45% increase and a turnover rate of 1.21%, while Saiwu Technology had a significant increase of 10.02% with a turnover rate of 8.29% [2][3] - Other notable performers include Haiyou New Materials with a 4.24% increase and a turnover rate of 3.10% [3]

Market Performance - The Shanghai Composite Index opened slightly higher, while the Shenzhen Component and ChiNext Index opened slightly lower, with the Shanghai index closing at 3875.26 points, up 0.29% [1] - The Shenzhen Component reached a peak increase of nearly 1.36% and the ChiNext Index peaked at nearly 2.26% before both indices narrowed their gains and closed slightly down [1] - The total trading volume for the Shanghai market was approximately 698.5 billion yuan, while the Shenzhen market's trading volume was about 1.0113 trillion yuan [1] Sector Performance - The new energy industry chain stocks saw significant gains, particularly in the organic silicon sector, with notable increases in glass substrates, POE film, sodium batteries, solid-state batteries, and HJT batteries [1] - Other sectors that experienced significant gains included paper-making, newly listed stocks on the Sci-Tech Innovation Board, daily chemicals, EDA concepts, MicroLED, wireless earphones, and foldable screens [1] - Sectors that faced declines included Hainan Free Trade Zone, cultivated diamonds, and media entertainment [1] Institutional Insights - The market is currently in a phase of recovery after a sharp decline, with a focus on high-growth sectors such as semiconductors, consumer electronics, artificial intelligence, robotics, and low-altitude economy [2] - The lithium battery industry is expected to experience a boom in energy storage and solid-state battery industrialization by 2026, marking the beginning of a new capital expenditure cycle [2] Policy Developments - The Ministry of Industry and Information Technology indicated that by 2027, there is potential for the emergence of a new consumption market worth trillions of yuan in key sectors, driven by supply-side structural reforms and new technology applications [3] - Key consumption areas identified include elderly products, smart connected vehicles, and consumer electronics, with additional focus on various billion and hundred billion yuan sectors [3] Regulatory Actions - The State Administration for Market Regulation has initiated compliance guidance for the mobile phone industry to enhance awareness of fair competition and prevent unfair practices [4] - Companies in the mobile sector are urged to establish robust internal compliance management systems and adhere to legal and ethical standards to foster a healthy market environment [4]

Core Viewpoint - The company has developed a packaging solution using POE adhesive film and butyl rubber, which is particularly suitable for encapsulating perovskite solar cells, addressing their sensitivity to moisture [2]. Group 1 - The company responded to an investor inquiry about the application of new materials, such as butyl rubber, in perovskite battery technology [2]. - Perovskite batteries are more sensitive to moisture compared to traditional silicon solar cells, necessitating high-performance moisture barrier solutions [2]. - The company obtained the world's first TV Rheinland certification for its butyl rubber in October this year [2].

Core Viewpoint - The company has developed a packaging solution using POE adhesive film and butyl rubber, which is particularly suitable for encapsulating perovskite solar cells, addressing their sensitivity to moisture [1]. Group 1 - The company responded to an investor inquiry regarding the application of new materials, such as butyl rubber, in perovskite battery technology [1]. - Compared to traditional silicon solar cells, perovskite cells are more sensitive to moisture, necessitating high-performance moisture barrier solutions [1]. - The company obtained the world's first TÜV Rheinland certification for butyl rubber in October of this year [1].

Core Viewpoint - The company Foster (603806) emphasizes the need for advanced moisture barrier solutions for perovskite solar cells due to their sensitivity to humidity compared to traditional silicon solar cells [1] Group 1: Company Developments - Foster has developed a packaging solution combining POE film and butyl rubber, which is particularly suitable for encapsulating perovskite solar cell modules [1] - The company received the world's first T V Rheinland certification for its butyl rubber in October this year [1]