国家知识产权局信息显示，成都金发科技新材料有限公司、金发科技股份有限公司取得一项名为"一种 聚丙烯复合材料及其制备方法和应用"的专利，授权公告号CN119775673B，申请日期为2024年12月。 来源：市场资讯 天眼查资料显示，成都金发科技新材料有限公司，成立于2015年，位于成都市，是一家以从事化学原料 和化学制品制造业为主的企业。企业注册资本50000万人民币。通过天眼查大数据分析，成都金发科技 新材料有限公司共对外投资了1家企业，参与招投标项目19次，专利信息224条，此外企业还拥有行政许 可161个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 金发科技股份有限公司，成立于1993年，位于广州市，是一家以从事橡胶和塑料制品业为主的企业。企 业注册资本263661.2697万人民币。通过天眼查大数据分析，金发科技股份有限公司共对外投资了35家 企业，参与招投标项目135次，财产线索方面有商标信息279条，专利信息3809条，此外企业还拥有行政 许可311个。 ...

Core Viewpoint - The company is expected to achieve a compound annual growth rate (CAGR) of approximately 16% in net profit from its modified plastics business between 2025 and 2028, driven by its strong position in the domestic market and overseas expansion, particularly in the automotive sector [1][10]. Industry Growth - The modified plastics market is projected to maintain a robust growth rate of 15%-16% CAGR from 2020 to 2024 globally and in China, with significant contributions from the automotive and electronics sectors [2][11]. - The global market for organic high polymers and composite materials is expected to reach 1.5 trillion yuan by 2024, with a forecasted CAGR of 12.6% globally and 14.1% in China from 2024 to 2029 [2][11]. Market Dynamics - China's modified plastics market has potential for growth, with the modification rate expected to rise from 30% in 2024, compared to 50% globally [3][12]. - The increasing penetration of electric vehicles and the trend towards lightweight automotive designs are anticipated to drive demand for modified plastics [3][12]. Company Positioning - The company is the largest modified plastics producer in China, with a projected revenue of 32.1 billion yuan in 2024 and a market share of approximately 6% [5][15]. - The company has a diverse customer base with over 8,000 active clients and maintains a high gross margin of over 20% from 2022 to 2024, significantly above its peers [5][15]. Competitive Advantages - The company benefits from early overseas expansion, having established production bases in India, the US, Germany, and Malaysia, with plans for further expansion in Poland, Mexico, and South Africa [6][16]. - The automotive segment is expected to grow faster than the domestic automotive production rate, with a compound annual growth rate of 23% in overseas sales from 2021 to 2024 [6][16]. Product Development - The company invests heavily in R&D, with an expected expenditure of 2.49 billion yuan in 2024, and holds 2,977 valid patents, which is significantly higher than domestic competitors [8][18]. - The automotive sector is projected to account for 45.5% of the company's sales in 2024, with expectations for continued growth in high-performance modified plastics [8][18].

Group 1 - The modified plastics industry in China has shown a growing trend in investment and financing activities from 2017 to 2025, with a total of 18 financing events recorded [1][5] - The average single financing amount in the modified plastics industry peaked at approximately 450 million RMB in 2022, but is expected to decline to 30 million RMB by 2024-2025 [2][5] - Investment rounds are primarily concentrated in A and B+ rounds, indicating a focus on pre-IPO financing [5][12] Group 2 - The majority of financing events in the modified plastics industry occurred in Beijing, with a total of 7 events from 2017 to 2025, while Jiangsu and Zhejiang also showed high activity [6][8] - The investment focus within the modified plastics sector is heavily directed towards biodegradable plastics, with several significant financing events reported [9][12] - The main investors in the modified plastics industry are primarily investment firms, with notable representatives including Taihe Capital and Sany Innovation [12][14] Group 3 - The modified plastics industry has seen limited mergers and acquisitions, primarily involving horizontal integration among midstream companies [14][15] - A summary of mergers and acquisitions indicates that companies like Daon Technology and Huitong Technology have completed several horizontal integrations, enhancing their market positions [15][18] - Overall, while investment activities in the modified plastics market are on the rise, the number of mergers and acquisitions remains relatively low [18]

Core Insights - The production facility for 2,000 tons of specialty aromatic olefin polymers by Zhuhai Wantong Special Engineering Plastics Co., Ltd. has been launched, marking the first domestic achievement in the full chain of "catalyst-process-equipment" autonomy in this field [1] - This marks the first large-scale production of specialty aromatic olefin polymers, which are crucial materials for high-frequency communication, new energy vehicles, and smart home industries [1] Company Developments - Wantong Special Plastics has developed a high-activity catalyst system, a horizontal self-cleaning polymerization reactor, and a phase-controllable polymerization process, establishing a comprehensive technology platform covering the entire chain from catalyst to equipment [1] - The company plans to complete the construction of a 10,000-ton industrialization phase one project for specialty aromatic olefin polymers by 2028, providing comprehensive solutions for strategic industries such as robotics and new energy vehicles [1]

金发科技股份有限公司，成立于1993年，位于广州市，是一家以从事橡胶和塑料制品业为主的企业。企 业注册资本263661.2697万人民币。通过天眼查大数据分析，金发科技股份有限公司共对外投资了35家 企业，参与招投标项目135次，财产线索方面有商标信息279条，专利信息3809条，此外企业还拥有行政 许可311个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 国家知识产权局信息显示，江苏金发科技新材料有限公司、珠海金发生物材料有限公司、金发科技股份 有限公司取得一项名为"一种脂肪族-芳香族共聚酯及其制备方法和应用"的专利，授权公告号 CN120923752B，申请日期为2025年10月。 天眼查资料显示，江苏金发科技新材料有限公司，成立于2010年，位于苏州市，是一家以从事化学原料 和化学制品制造业为主的企业。企业注册资本82028.7067万人民币。通过天眼查大数据分析，江苏金发 科技新材料有限公司共对外投资了3家企业，参与招投标项目48次，专利信息876条，此外企业还拥有行 政许可20个。 珠海金发生物材料有限公司，成立于2009年，位于珠海 ...

Core Viewpoint - Jinfa Technology's stock price has shown volatility, with a recent increase of 2.02% but a year-to-date decline of 4.35% [1]. Group 1: Stock Performance - As of February 3, Jinfa Technology's stock price reached 18.69 yuan per share, with a trading volume of 706 million yuan and a turnover rate of 1.44%, resulting in a total market capitalization of 49.245 billion yuan [1]. - The stock has experienced a decline of 4.35% year-to-date, with a 7.38% drop over the last five trading days, a 2.61% decrease over the last 20 days, and a 4.64% decline over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Jinfa Technology reported a revenue of 49.616 billion yuan, reflecting a year-on-year growth of 22.62%, and a net profit attributable to shareholders of 1.065 billion yuan, which is a 55.86% increase compared to the previous year [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Jinfa Technology reached 395,400, an increase of 94.23% from the previous period, while the average number of circulating shares per person decreased by 47.77% to 6,662 shares [2]. - The company has distributed a total of 6.740 billion yuan in dividends since its A-share listing, with 1.136 billion yuan distributed over the last three years [3]. Group 4: Institutional Holdings - As of September 30, 2025, among the top ten circulating shareholders, Penghua Zhongzheng Subdivision Chemical Industry Theme ETF ranked as the sixth largest shareholder with 31.6477 million shares, marking a new entry [3]. - The Southern Zhongzheng 500 ETF, ranked seventh, held 30.709 million shares, a decrease of 599,900 shares from the previous period [3].

证券代码：600143 证券简称：金发科技 公告编号：2026-005 金发科技股份有限公司 关于 2026 年 1 月为控股子公司提供担保的进展公告 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： 根据上海证券交易所对外担保格式指引等相关披露要求，金发科技股份 有限公司（以下简称"公司"或"金发科技"）对年度担保计划范围内发生的公 司及控股子公司对控股子公司提供担保的进展情况进行月度汇总披露。 累计担保情况 | 对外担保逾期的累计金额（万元） | 无 | | --- | --- | | 截至 年 月 日上市公司 2026 1 31 | | | 及其控股子公司对外担保总额 | 2,322,000.00 | | （万元） | | | 对外担保总额占上市公司最近一 | 129.27 | | 期经审计净资产的比例（%） | | 1 / 8 被担保人名称 本月实际新增担 保金额 实际为其提供的 担保余额（不含本 次担保金额） 是否在前期预计 额度内 本次担保是否有 反担保 珠海万通特种工程 塑料有限公司 23,800. ...

Group 1 - The core viewpoint of the article highlights a decline in China's plastic products production, with a reported decrease of 3.5% year-on-year in December 2025, totaling 759 million tons [1] - Cumulative production of plastic products in China for the entire year of 2025 reached 7,919.9 million tons, reflecting a slight decline of 0.2% compared to the previous year [1] - The article references a market analysis report by Zhiyan Consulting, which provides insights into the plastic products industry in China from 2026 to 2032, including investment scale forecasts [1] Group 2 - Listed companies mentioned include Guoen Co., Ltd. (002768), Jinfat Technology (600143), Fosl Plastic Technology (000973), Cangzhou Mingzhu (002108), Yongxin Co., Ltd. (002014), Wangzi New Materials (002735), Honghe Technology (603256), Daoming Optical (002632), Yuxing Co., Ltd. (300305), and Yinxin Technology (300221) [1] - The data source for the production statistics is the National Bureau of Statistics, with the analysis compiled by Zhiyan Consulting [1]

金发科技股份有限公司，成立于1993年，位于广州市，是一家以从事橡胶和塑料制品业为主的企业。企 业注册资本263661.2697万人民币。通过天眼查大数据分析，金发科技股份有限公司共对外投资了35家 企业，参与招投标项目135次，财产线索方面有商标信息279条，专利信息3798条，此外企业还拥有行政 许可311个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 国家知识产权局信息显示，成都金发科技新材料有限公司、金发科技股份有限公司申请一项名为"一种 聚丙烯复合材料及其制备方法与应用"的专利，公开号CN121406049A，申请日期为2025年11月。 专利摘要显示，本申请公开了一种聚丙烯复合材料及其制备方法与应用，属于高分子材料领域。本申请 通过在再生聚丙烯树脂中引入适宜用量的同时含环氧基团和烯酸酯基团的光敏扩链剂进行扩链交联，使 所得聚丙烯复合材料能够兼具优异的熔体强度、拉伸强度、弯曲模量、冲击强度等力学性能，而且成本 低，适用于制备汽车外饰制件和家电外壳。 天眼查资料显示，成都金发科技新材料有限公司，成立于2015年，位于成都市，是一家以从事化学原料 和化学 ...

证券日报网讯1月29日，金发科技（600143）在互动平台回答投资者提问时表示，二级市场股价的波动 情况受到多种因素的影响，公司的信息披露工作严格遵守法律法规及监管相关规定，有关业绩情况请关 注公司后续的公告，请理性看待市场波动并注意投资风险。 ...