福建赛特新材股份有限公司2025 年半年度报告 公司代码：688398 公司简称：赛特新材 债券代码：118044 债券简称：赛特转债 福建赛特新材股份有限公司 2025 年半年度报告 1 / 204 福建赛特新材股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 重大风险提示 公司已在本报告中描述了公司所面临的重大风险事项，敬请投资者关注本报告第三节"管理 层讨论与分析"之"四、风险因素"。 三、 公司全体董事出席董事会会议。 六、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 不适用 七、 是否存在公司治理特殊安排等重要事项 □适用 √不适用 八、 前瞻性陈述的风险声明 √适用 □不适用 本报告所涉及的公司经营计划、发展战略、行业前景等前瞻性陈述，不构成公司对投资者的 实质承诺，敬请投资者注意投资风险。 九、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 十、 是否存在违反规定决策程序对外提供担保的情况 否 十一、 是否 ...

兴业证券股份有限公司（以下简称"兴业证券"或"保荐人"）作为福建赛 特新材股份有限公司（以下简称"赛特新材"或"公司"）的督导机构，根据《证 券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市规则》《上市 公司募集资金监管规则》《上海证券交易所科创板上市公司自律监管指引第 1 号 ——规范运作》等法律、行政法规、部门规章及业务规则，对赛特新材拟使用 暂时闲置募集资金进行现金管理的事项进行了审慎核查，核查情况如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于同意福建赛特新材股份有限公司向不特 定对象发行可转换公司债券注册的批复》（证监许可[2022]2722 号）核准，赛特 新材向不特定对象发行可转换公司债券4,420,000张，每张面值为人民币100元， 按面值发行，发行总额为人民币 44,200.00 万元，扣除各项不含税发行费用人民 币 811.20 万元后的募集资金净额为人民币 43,388.80 万元。容诚会计师事务所 （特殊普通合伙）已对上述募集资金到位情况进行审验，并出具了《验资报告》 （容诚验字[2023]361Z0045 号）。 为规范公司募集资金管理，保护投资者权益，公司及 ...

Group 1 - The chemical products sector increased by 0.83% on August 22, with Xuefeng Technology leading the gains [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] - Notable stock performances included Xuefeng Technology with a closing price of 9.79, up 10.00%, and ST Quantai with a closing price of 5.15, up 9.11% [1] Group 2 - The chemical products sector experienced a net outflow of 581 million yuan from main funds, while retail investors saw a net inflow of 684 million yuan [3] - The overall market sentiment showed a mixed trend with institutional investors withdrawing funds while retail investors increased their participation [3]

Group 1 - The core viewpoint of the article highlights the recent performance and financial metrics of Sait New Materials (688398), indicating a decline in stock price and significant changes in revenue and profit [1] - As of August 19, 2025, Sait New Materials' stock closed at 20.59 yuan, down 1.58%, with a trading volume of 33,300 hands and a transaction amount of 69.02 million yuan [1] - The company's latest quarterly report shows total revenue of 246 million yuan, a year-on-year increase of 10.06%, while net profit attributable to shareholders decreased by 65.96% to 9.76 million yuan [1] Group 2 - The company has a liquidity ratio of 2.180 and a quick ratio of 1.822, indicating a strong short-term financial position [1] - Sait New Materials has invested in 7 companies and participated in 32 bidding projects, showcasing its active engagement in the market [2] - The company holds 25 trademarks and 190 patents, along with 36 administrative licenses, reflecting its commitment to innovation and compliance [2]

证券代码：688398 证券简称：赛特新材 公告编号：2025-052 债券代码：118044 债券简称：赛特转债 福建赛特新材股份有限公司 股东、监事减持股份结果公告 本公司董事会、全体董事及相关股东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、准确性和完整性依法承担法律 责任。 重要内容提示： ? 股东、监事持股的基本情况 上述股份均为无限售流通股且来源均为公司首次公开发行股票并上市前取 得的股份。 ? 减持计划的实施结果情况 公司于 2025 年 7 月 7 日披露了《福建赛特新材股份有限公司股东、监事减 持股份计划公告》，罗雪滨女士因个人资金需求，拟通过集中竞价方式减持其间 接持有的公司股份不超过 7,884 股，不超过公司总股本比例 0.0047%；陈锋声先 生因个人资金需求，拟通过集中竞价方式减持其间接持有的公司股份不超过 集中竞价方式减持其间接持有的公司股份不超过 6,525 股，不超过公司总股本比 例 0.0039%。 公司于 2025 年 8 月 7 日收到罗雪滨女士、陈锋声先生、江钦先生出具的《股 份减持情况告知函》，罗雪滨女士于 2025 年 8 月 5 ...

| 证券代码：688398 | 证券简称：赛特新材 | 公告编号：2025-052 | | --- | --- | --- | | 债券代码：118044 | 债券简称：赛特转债 | | 福建赛特新材股份有限公司 股东、监事减持股份结果公告 本公司董事会、全体董事及相关股东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、准确性和完整性依法承担法律 责任。 重要内容提示： 股东、监事持股的基本情况 本次减持计划实施前，福建赛特新材股份有限公司（以下简称"公司"或"赛 特新材"）监事罗雪滨女士通过新余市泰斗企业管理中心（有限合伙）（以简称"新 余泰斗"）间接持有公司股份 31,538 股，占公司总股本的 0.019%；监事罗雪滨的 配偶陈锋声先生通过新余泰斗间接持有公司股份 47,306 股，占公司总股本的 0.028%；监事江钦先生通过新余泰斗间接持有公司股份 26,100 股，占公司总股 本的 0.016%。 上述股份均为无限售流通股且来源均为公司首次公开发行股票并上市前取 得的股份。 减持计划的实施结果情况 公司于 2025 年 7 月 7 日披露了《福建赛特新材股份有限公司 ...

格隆汇8月7日丨赛特新材(688398.SH)公布，公司于2025年8月7日收到罗雪滨女士、陈锋声先生、江钦 先生出具的《股份减持情况告知函》，罗雪滨女士于2025年8月5日通过集中竞价方式减持公司股份 7,884股，占公司总股本的0.0047%；陈锋声先生于2025年8月5日通过集中竞价方式减持公司股份11,826 股，占公司总股本的0.0070%；江钦先生于2025年8月7日通过集中竞价方式减持公司股份6,525股，占公 司总股本的0.0039%。本次减持计划已实施完毕。 ...

Investment Rating - The report maintains an "Accumulate" rating for the construction materials industry [1] Core Views - The construction materials sector is experiencing weak demand, with the PMI showing a decline. The market is awaiting new policies to stimulate demand [4] - The report highlights that the cement market is facing challenges due to adverse weather conditions, leading to a low average shipment rate of less than 45% in key regions. However, the overall price decline has slowed down, indicating potential stabilization in the near term [11][18] - The report suggests that the supply-side consensus on self-discipline within the industry is strengthening, which may lead to better profitability compared to the previous year [11] - The report recommends focusing on cyclical industries that may benefit from policy support, particularly in cement and glass sectors, and highlights specific companies such as Huaxin Cement, Conch Cement, and others as potential investment opportunities [4][11] Summary by Sections 1. Industry Trends - The construction materials sector has seen a decline of 2.31% in the past week, underperforming against the Shanghai Composite Index [4] - The report notes that the cement price is currently at 339.7 RMB/ton, down 1.0 RMB/ton from the previous week and down 42.5 RMB/ton year-on-year [19][20] 2. Bulk Construction Materials Fundamentals and High-Frequency Data 2.1 Cement - The average cement shipment rate is reported at 44.7%, with a slight increase of 1.7 percentage points from the previous week, but a decrease of 2.0 percentage points year-on-year [26] - The report anticipates that cement prices will stabilize in the short term, despite current weak demand [11][18] 2.2 Glass - The average price of float glass is reported at 1295.3 RMB/ton, which is an increase of 56.7 RMB/ton from the previous week but a decrease of 175.7 RMB/ton year-on-year [4] - The report indicates that the glass industry is expected to see a supply-side contraction, which may improve the supply-demand balance in the short to medium term [14] 2.3 Fiberglass - The report highlights that the market for electronic fiberglass products is evolving, with a clear trend towards high-end products, which are expected to see increased penetration and value growth [12] - The profitability of ordinary fiberglass remains resilient, with ongoing demand in sectors like wind power and thermoplastics [12] 3. Industry Dynamics Tracking - The report discusses the impact of government policies aimed at stimulating domestic demand, particularly in the housing market, which is expected to improve the outlook for construction materials [15] - The report emphasizes the importance of companies that are exploring new business models and enhancing their supply chain efficiency [15]

Group 1 - The article highlights that on July 31, several listed companies received target price upgrades from brokerages, with notable increases for Ningde Times, Su Shi Testing, and Yonghui Supermarket, showing target price increases of 66.28%, 48.13%, and 47.99% respectively [1][3] - Ningde Times received a "Buy" rating from Dongwu Securities with a target price of 440.00 yuan, indicating a significant potential upside [3] - Su Shi Testing was rated "Strong Buy" by Huachuang Securities with a target price of 24.22 yuan, reflecting a robust growth outlook [3] Group 2 - A total of 26 listed companies were recommended by brokerages on July 31, with Hisense Home Appliances receiving the most recommendations at four, followed by Su Shi Testing with three, and Yonghui Supermarket with two [4][5] - Hisense Home Appliances closed at 25.69 yuan and was recommended by four brokerages, indicating strong market interest in the white goods sector [5] - The article also mentions that Hunan Haili received its first coverage with a "Buy" rating from Great Wall Securities, indicating a positive outlook for the agricultural chemical products industry [7]

Group 1 - The core viewpoint of the article highlights the target price increases for several listed companies, with significant growth potential identified for Ningde Times, Su Shi Testing, and Yonghui Supermarket, showing target price increases of 66.28%, 48.13%, and 47.99% respectively [1][3] - Ningde Times is rated as "Buy" by Dongwu Securities with a high target price of 440.00 yuan, indicating a strong bullish sentiment in the battery industry [3] - Su Shi Testing received a "Strong Buy" rating from Huachuang Securities with a target price of 24.22 yuan, reflecting optimism in the professional services sector [3] Group 2 - Yonghui Supermarket is rated to "Outperform Industry" by China International Capital Corporation with a target price of 7.00 yuan, showcasing positive expectations in the general retail sector [3] - Haier Smart Home received four recommendations from different brokerages, indicating strong interest in the white goods industry, while Su Shi Testing and Yonghui Supermarket received three and two recommendations respectively [4][5] - On July 31, a total of 26 listed companies received brokerage recommendations, with the highest number of recommendations going to Haier Smart Home [4][5] Group 3 - The article mentions that on July 31, there was one instance of initial coverage, where Hunan Haili was given a "Buy" rating by Great Wall Securities, indicating potential interest in the agricultural chemical products sector [7]