（文章来源：证券日报） 证券日报网讯 1月27日，赛特新材在互动平台回答投资者提问时表示，公司控股股东减持股份与已披露 的减持计划一致，不触及要约收购，亦不会导致公司控股股东、实际控制人发生变化；不会对公司治理 结构及持续经营产生重大影响；控股股东在股份减持期间未发生公司股价异动的情形。 ...

证券日报网讯1月27日，赛特新材在互动平台回答投资者提问时表示，公司真空绝热板产品具有卓越绝 热性能，并具有在极端温度下保持性能稳定的特点，这些特性在需要轻量化和高效保温的太空领域有其 应用前景。现阶段，公司产品主要应用于家电、冷链等领域以及新能源动力电池、节能建筑、高低温工 业设备隔热保温等方面。尚未有在太空中的应用案例。 ...

Summary of Key Points Core Viewpoint - Several shareholders from various companies are planning to reduce their stakes, indicating potential shifts in ownership and market dynamics [1]. Shareholder Reductions - Jianlong Micro-Nano's shareholder Shen Yunlong intends to conduct a block trade to reduce holdings by no more than 2 million shares [1]. - Kaipu Testing's chairman Yao Zhiqing plans to reduce his stake by no more than 3% [1]. - Yashi Chuangneng's shareholder Runhetongcai is set to passively reduce holdings by no more than 3% [1]. - Sun Cable's shareholder Yili Group aims to reduce its stake by no more than 3% [1]. - ST Taihe's Huayin Fund plans to reduce its holdings by no more than 3% [1]. - ST Sicor's Ningbo Tongtai and Ningbo Tongyuan Youbo intend to reduce their stakes by no more than 3% [1]. - Shanghai Yahong's shareholder Xie Yaming plans to reduce his stake by no more than 3% [1]. - Jianghang Equipment's Guoxin Capital intends to reduce its holdings by no more than 1% [1]. - Shengda Biological's Wan Jian Investment plans to reduce its stake by no more than 3% [1]. - Saitex New Materials' actual controller Wang Kunming will conduct a block trade to reduce 1.9998% of the company's shares [1]. - Yuanwang Valley's actual controller Xu Yusuo has reduced 303,130 shares [1]. - Honglida's Lai Anding has reduced 0.99% of the company's shares [1]. - Yandong Micro's Jing Guorui has cumulatively reduced 14,276,200 shares [1]. Other Notable Events - ST Jinggu's stock will be subject to delisting risk warning [1]. - ST Yingfituo's stock trading may also face delisting risk warning [1].

赛特新材1月26日大宗交易平台共发生3笔成交，合计成交量335.60万股，成交金额5875.41万元。以折溢 价进行统计，今日3笔大宗交易成交价相对收盘价均为折价交易。 进一步统计，近3个月内该股累计发生10笔大宗交易，合计成交金额为7425.24万元。 两融数据显示，该股最新融资余额为1.48亿元，近5日减少151.06万元，降幅为1.01%。（数据宝） 1月26日赛特新材大宗交易一览 | 成交量 （万 | 成交金额 | 成交价 格 | 相对当日收盘 折溢价（%） | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | 股） | （万元） | （元） | | | | | 170.00 | 3196.00 | 18.80 | -6.93 | 兴业证券股份有限公司成 | 兴业证券股份有限公司连 | | | | | | 都航空路证券营业部 | 城莲中路证券营业部 | | 93.60 | 1514.45 | 16.18 | -19.90 | 兴业证券股份有限公司厦 | 兴业证券股份有限公司连 | | | | | | 门湖里大道证券营业部 | 城莲中路证券营 ...

格隆汇1月26日丨赛特新材(688398.SH)公布，公司于2026年1月26日收到公司控投股东、实际控制人汪 坤明先生出具的《关于股东权益变动触及1%刻度的告知函》。2026年1月23日至2026年1月26日，汪坤 明先生通过大宗交易方式减持公司股份335.6万股，占公司当前总股本的1.9998%。通过集中竞价交易方 式减持公司股份60,440股，占公司当前总股本的0.0360%。本次权益变动后，汪坤明先生及其一致行动 人汪美兰女士、汪洋先生合计持有公司股份数量由82,636,040股减至79,219,600股，合计持股占公司总股 本的比例由49.24%减少至47.21%，权益变动触及1%整数倍。 ...

| 证券代码：688398 | 证券简称：赛特新材 | 公告编号：2026-004 | | --- | --- | --- | | 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 关于持股 5%以上股东权益变动触及 1%刻度的 提示性公告 控股股东、实际控制人汪坤明及其一致行动人汪美兰、汪洋保证向本公司提供 的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 信息披露义务人名称 投资者身份 统一社会信用代码 汪坤明 控股股东/实控人 □ 控股股东/实控人的一致行动人 □ 其他直接持股股东 □ _____________ 不适用 3.一致行动人信息 一致行动人名称 投资者身份 统一社会信用代码 | 汪美兰 | □  | 控股股东/实控人 控股股东/实控人的一致行动人 | □ _____________ | | --- | --- | --- | --- | | | | | 不适用 | | | □ | 其他直接持股股东 | | | 汪洋 | □  | 控股股东/实控人 控股股东/实控人的一致行动人 | □ _____________ | | | | | 不适用 ...

Core Viewpoint - Saitex New Materials (688398.SH) has announced a significant decrease in net profit for the year 2025, despite a modest increase in revenue compared to the previous year [1] Financial Performance - For 2025, Saitex expects revenue to increase by 49.1 million to 73.6 million yuan, representing a year-on-year growth of 5.26% to 7.88% [1] - The net profit attributable to shareholders is projected to decrease by 44.67 million to 55.5 million yuan, a decline of 57.89% to 71.93% year-on-year [1] - The net profit excluding non-recurring gains and losses is expected to drop by 42.74 million to 52.12 million yuan, reflecting a decrease of 60.30% to 73.53% [1] - In 2024, the net profit attributable to shareholders was 77.16 million yuan, down 27.27% year-on-year, while the net profit excluding non-recurring items was 70.88 million yuan, down 33.86% [1] Capital Raising Activities - Saitex raised a total of 484.24 million yuan through its initial public offering, with a net amount of 423.10 million yuan after deducting issuance costs [2] - The company initially planned to raise 403.39 million yuan, which was exceeded by 19.71 million yuan [2] - In 2023, Saitex issued 4.42 million convertible bonds at a face value of 100 yuan each, raising a total of 442 million yuan, with a net amount of 433.88 million yuan after expenses [3] - The total amount raised by Saitex since its listing now stands at 924.40 million yuan [3]

（编辑 丛可心） 证券日报网讯 1月22日，赛特新材发布公告称，公司预计2025年年度实现营业收入与上年同期相比，将 增加4910万元到7360万元，同比增长5.26%到7.88%；预计实现归属于母公司所有者的净利润与上年同 期相比，将减少4467万元到5550万元，同比减少57.89%到71.93%。 ...

智通财经APP讯，赛特新材(688398.SH)发布2025年年度业绩预减公告，预计2025年年度实现归属于母 公司所有者的净利润与上年同期(法定披露数据)相比，将减少4,467万元到5,550万元，同比减少57.89% 到71.93%。 本期业绩预减的主要原因：1受宏观环境和市场竞争影响，报告期主营产品真空绝热板销售均价同比下 降及内外销结构变化导致真空绝热板毛利率同比下降;报告期子公司维爱吉处于投资期，相应的固定资 产折旧费用同比增加;公司发行可转换公司债券计提利息费用以及银行贷款利息费用同比增加，导致公 司财务费用同比上升。报告期内，公司坚持以市场为导向，主营产品真空绝热板产销量延续良好的增长 态势。2026年，随着新版冰箱能效标准实施及以旧换新政策延续，将为公司主营产品渗透率的持续提升 创造有利条件。公司将积极应对机遇和挑战，优化业务布局，积极响应下游客户需求，并加快新产品落 地、拓展新应用领域;同时，强化日常运营管理，深化降本增效，以提升公司整体盈利能力。 ...

Core Viewpoint - The company, Sait New Materials (688398.SH), has announced a significant decrease in its expected net profit for the year 2025, projecting a reduction of 44.67 million to 55.50 million yuan, which translates to a year-on-year decline of 57.89% to 71.93% [1] Group 1: Reasons for Profit Decrease - The primary reasons for the profit decrease include a decline in the average selling price of the main product, vacuum insulation panels, due to macroeconomic conditions and market competition, leading to a decrease in gross margin [1] - The subsidiary, Weijiji, is currently in an investment phase, resulting in increased fixed asset depreciation expenses compared to the previous year [1] - The company has incurred higher financial expenses due to interest costs from convertible bonds and bank loans, contributing to the overall increase in financial costs [1] Group 2: Business Outlook and Strategies - Despite the profit decrease, the company reports a continued growth trend in the production and sales volume of vacuum insulation panels, driven by market demand [1] - The implementation of new refrigerator energy efficiency standards and the continuation of the old-for-new policy in 2026 are expected to create favorable conditions for the sustained increase in the penetration rate of the company's main products [1] - The company plans to actively respond to opportunities and challenges by optimizing its business layout, responding to downstream customer needs, accelerating the launch of new products, and expanding into new application areas [1] - There is a focus on enhancing daily operational management and deepening cost reduction and efficiency improvement efforts to boost overall profitability [1]