证券代码：605068 证券简称：明新旭腾 公告编号：2026-014 转债代码：111004 转债简称：明新转债 ● 前次业绩预告情况：预计2025年年度实现归属于母公司所有者的净利润-13,000万元到-9,000万元，归 属于母公司所有者的扣除非经常性损益后的净利润-15,500万元到-11,500万元。 ● 本次业绩修正的主要原因：公司于近日收到浙江省高级人民法院就与浙江国利汽车部件有限公司、上 海国利汽车真皮饰件有限公司买卖合同纠纷案的二审民事判决书，判决支持公司货款及相应逾期利息损 失，该事项对2025年年度利润产生重大积极影响，故对业绩预告相关数据进行修正。 一、本期业绩预告情况 （一）业绩预告期间：2025年1月1日至2025年12月31日 明新旭腾新材料股份有限公司 2025年年度业绩预告修正公告 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： ● 业绩预告的具体适用情形：净利润实现扭亏为盈。 ● 修正后的业绩预告情况：明新旭腾新材料股份有限公司（以下简称"公司"）预计2025年年度实现归属 ...

每经记者｜文多 每经编辑｜黄博文 因一场关键诉讼的终审胜诉并收到约1.9亿元执行款，明新旭腾（SH605068，股价28.12元，市值45.61 亿元）2025年的业绩预告上演"大反转"。 2月24日盘后，明新旭腾发布2025年年度业绩预告修正公告，将一个月前预计的2025年归母净利润亏损 超9000万元，向上修正为预计盈利超1200万元，实现扭亏为盈。这一戏剧性变化源于公司在与浙江国利 汽车部件有限公司（以下简称"浙江国利"）、上海国利汽车真皮饰件有限公司（以下简称"上海国利"） 的合同纠纷案中二审胜诉，并已在2月中旬收到大部分款项。 然而，这笔从天而降的"诉讼红包"并未能完全掩盖公司主营业务面临的压力。修正公告同时显示，扣除 非经常性损益后的归母净利润亏损额并未改变，依然预计亏损超1.15亿元。这意味着，这场诉讼带来的 盈利具有"偶然性"，公司核心业务的盈利能力仍面临挑战。 终审胜诉，获赔1.9亿元 对明新旭腾而言，2025年的年度业绩在最近一个月经历了冰火两重天。 2026年2月24日盘后，公司发布2025年年度业绩预告修正公告。据该公告，公司预计2025年度实现归母 净利润1200万元至1800万元， ...

证券日报网讯 2月24日，明新旭腾发布2025年年度业绩预告修正公告称，修正后的业绩预告情况：公司 预计2025年年度实现归属于母公司所有者的净利润1，200万元到1，800万元。前次业绩预告情况：预计 2025年年度实现归属于母公司所有者的净利润-13，000万元到-9，000万元。 （文章来源：证券日报） ...

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： 案件所处的诉讼阶段：二审（终审）判决； 上市公司所处的当事人地位：一审原告、二审被上诉人 涉案的金额：184,937,589.17 元（不含利息及其他费用） 证券代码：605068 证券简称：明新旭腾 公告编号：2026-013 转债代码：111004 转债简称：明新转债 明新旭腾新材料股份有限公司 关于诉讼结果的公告 1、根据判决结果，公司将负担一审、二审相关受理费、财产保全费等合计 113,969 元； 2、根据判决结果，公司已于 2026 年 2 月 14 日收到被告方支付的货款及逾 期利息损失合计190,000,000元。公司已于2024年末就该事项计提相应减值准备， 将依据判决结果的执行情况转回已计提的相应减值准备。 3、以上具体会计处理及相关财务数据以经会计师事务所审计的结果为准。 一、诉讼前期情况 公司因与浙江国利汽车部件有限公司（以下简称"浙江国利"，被告一）、 上海国利汽车真皮饰件有限公司（以下简称"上海国利"，被告二）的合同纠纷， 向浙江省嘉兴 ...

南财智讯2月24日电，明新旭腾发布2025年年度业绩预告修正公告，预计2025年全年归属于上市公司股 东的净利润为1200万元—1800万元；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润 为-15500万元—-11500万元。归属于上市公司股东的净利润同比实现扭亏为盈。变动原因：公司于2026 年2月13日收到浙江省高级人民法院送达的（2025）浙民终1012号《民事判决书》，就公司与浙江国利 汽车部件有限公司、上海国利汽车真皮饰件有限公司买卖合同纠纷案作出终审判决，判令浙江国利汽车 部件有限公司支付公司货款176,649,549.36元及相应逾期利息损失，并由上海国利汽车真皮饰件有限公 司承担连带清偿责任。截至公告披露日，公司已收到被告方支付的货款及逾期利息损失合计190,000,000 元。根据《企业会计准则》相关规定，该判决结果将对公司2025年年度利润产生重大积极影响，故公司 据此对前次业绩预告数据进行修正。 ...

明新旭腾公告称，公司修正2025年年度业绩预告，预计实现归属于母公司所有者的净利润1200万元到 1800万元，实现扭亏为盈，上年同期为-1.72亿元；扣非净利润为-1.55亿元到-1.15亿元。前次预告净利 润为-1.3亿元到-9000万元。业绩修正主因是公司近日收到买卖合同纠纷案二审判决，支持货款及逾期利 息损失，截至公告披露日已收到1.9亿元，对2025年利润产生重大积极影响。最终数据以审计后年报为 准。 ...

明新旭腾公告称，公司与浙江国利、上海国利合同纠纷诉讼二审（终审）判决结果出炉。涉案金额1.85 亿元（不含利息及其他费用），判决浙江国利支付货款1.77亿元及逾期利息损失，上海国利承担连带清 偿责任。公司需负担一审、二审受理费等合计11.40万元。2026年2月14日，公司已收到被告方支付的货 款及逾期利息损失1.90亿元，将依据执行情况转回已计提的减值准备，具体财务数据以审计结果为准。 ...

Core Viewpoint - The synthetic leather market, particularly the microfiber leather segment, is experiencing significant growth driven by technological advancements and increasing environmental awareness, with a projected market size in China growing from 11.14 billion yuan in 2016 to 36.884 billion yuan by 2025, reflecting a compound annual growth rate (CAGR) of 14.23% [1][15]. Industry Overview - Microfiber leather, a high-performance synthetic leather made from ultra-fine fibers and polyurethane resin, has gained importance in the leather goods market due to its unique properties and environmental attributes [1]. - The production process of microfiber leather has become increasingly refined and efficient, resulting in products that closely resemble natural leather in appearance and tactile qualities while offering superior durability and physical performance [1][12]. Market Size and Growth - The Chinese microfiber leather industry market size is expected to grow from 11.14 billion yuan in 2016 to 36.884 billion yuan by 2025, with a CAGR of 14.23% [1][15]. - The production volume of microfiber leather in China is projected to increase from 111 million square meters in 2016 to 594 million square meters by 2025, with a CAGR of 20.5% [14][15]. - The demand for microfiber leather is anticipated to rise from 185 million square meters in 2016 to 624 million square meters by 2025, with a CAGR of 14.5% [15]. Application Fields - Microfiber leather is widely used across various sectors, including fashion, home furnishings, and industrial applications, with significant utilization in footwear, bags, and automotive interiors [1][12]. - In 2024, the distribution of microfiber leather applications in China is expected to be 57.77% in footwear, 18.78% in furniture, 9.76% in bags, and 11.81% in automotive and other sectors [12]. Industry Chain - The upstream of the microfiber leather industry includes raw materials such as ultra-fine fiber non-woven fabric and polyurethane resin, with the latter being a key raw material affecting the properties of microfiber leather [10]. - The midstream involves the production and manufacturing of microfiber leather, while the downstream encompasses various application fields including footwear, bags, furniture, and automotive interiors [10]. Competitive Landscape - The microfiber leather industry is characterized by a relatively limited number of participants due to high technical and financial barriers, resulting in a more stable competitive environment compared to other synthetic leather segments [16]. - Key players in the Chinese microfiber leather industry include Huafeng Superfiber, Tongda Co., and Meisheng New Materials, among others [16]. Development Trends - The microfiber leather industry is expected to continue evolving towards high-end, green, and concentrated development, with a focus on advanced technologies and sustainable practices [19][20][21]. - Future trends include the development of high-performance products with features such as breathability, antibacterial properties, and eco-friendly materials, as well as a shift towards larger, more integrated companies in response to stricter environmental regulations and market competition [20][21].

Core Viewpoint - Mingxin Xuteng (605068.SH) is advancing the research and industrialization of bionic electronic skin, lightweight materials, and robotic dexterous hands, leveraging its technological accumulation in automotive functional materials [1] Group 1: Business Development - The new business initiatives are currently in the early stages of technology research, sample testing, and market development [1] - There is significant uncertainty regarding the company's ability to secure orders, as well as the technical solutions, mass production pace, and scale of these products [1] Group 2: Investor Advisory - The company emphasizes the importance of rational investment and risk prevention for investors [1]

Core Viewpoint - The company is strategically expanding into the robotics sector by establishing subsidiaries and joint ventures focused on key areas such as bionic perception, lightweight material applications, and robotic dexterous hands [1] Group 1: Company Developments - The company has recently established a wholly-owned subsidiary, Mingxin Zhiyuan (Zhejiang) New Material Technology Co., Ltd., and joint ventures Mingxin Zhida (Zhejiang) Technology Co., Ltd. and Xuqing Lingdong (Shanghai) Embodied Intelligence Technology Co., Ltd. to systematically enter the robotics market [1] - The new products, including flexible sensors and flexible robotic coverings, are currently in the early investment stage, primarily collaborating with clients for development and prototyping, indicating a significant distance to substantial mass production and considerable uncertainty [1] Group 2: Strategic Objectives - The company's layout aims to systematically build a solution capability covering key materials and components for robotics while controlling risks through a light asset operation model [1] - The ultimate goal is to achieve a technological ecosystem that integrates multiple application scenarios of "automobiles + robotics + X" [1]