江苏斯迪克新材料科技股份有限公司 关于子公司完成工商变更登记的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 江苏斯迪克新材料科技股份有限公司（以下简称"公司"）于 2025 年 12 月 24 日召开了第五届董事会第十五次会议，审议通过了《关于引进投资者对子公 司增资的议案》。同意公司放弃优先认购权，并引入外部投资者工融金投二号（北 京）新兴产业股权投资基金合伙企业（有限合伙）对全资子公司太仓斯迪克新材 料科技有限公司（以下简称"太仓斯迪克"）进行增资，具体内容详见公司于 2025 年 12 月 24 日披露于巨潮资讯网（www.cninfo.com.cn）上的《关于引进投资者 对子公司增资的公告》（公告编号：2025-088）。 近日，子公司太仓斯迪克已就注册资本、股权结构、董事人选及公司章程等 事项完成变更及备案登记手续，并取得了太仓市数据局换发的《营业执照》，登 记的相关信息如下： 1 1、公司名称：太仓斯迪克新材料科技有限公司 2、统一社会信用代码：91320585MA1N4K25XJ 3、成立日期：2016 年 12 月 20 日 4、住所： ...

2月13日，斯迪克涨5.25%，截至发稿，报55.29元/股，成交4.24亿元，换手率2.49%，总市值250.63亿 元。 资料显示，江苏斯迪克新材料科技股份有限公司位于江苏省太仓市青岛西路11号，成立日期2006年6月 21日，上市日期2019年11月25日，公司主营业务涉及功能性薄膜材料、电子级胶粘材料、热管理复合材 料及薄膜包装材料的研发、生产和销售。主营业务收入构成为：电子级胶粘材料52.07%，薄膜包装材 料16.77%，功能性薄膜材料15.93%，高分子薄膜材料7.62%，其他(补充)6.03%，热管理复合材料 1.57%。 从基金十大重仓股角度 数据显示，平安基金旗下1只基金重仓斯迪克。平安科技精选混合发起式A（026210）四季度持有股数 7.42万股，占基金净值比例为5.11%，位居第五大重仓股。根据测算，今日浮盈赚取约20.48万元。 平安科技精选混合发起式A（026210）成立日期2025年12月12日，最新规模4177.62万。今年以来收益 19.03%，同类排名283/8890；成立以来收益21.13%。 平安科技精选混合发起式A（026210）基金经理为俞瑶。 截至发稿，俞瑶累计 ...

产能扩充 经济观察网斯迪克（300806）高端功能性膜材扩产项目计划以自有资金5.1亿元建设新产线，预计从 2026年起逐步释放产能。公司在OCA光学胶、偏光片保护膜等高端材料领域实现技术突破，已成为京 东方、TCL华星等面板厂商的供应商，并进入苹果供应链。2025年三季报显示公司营收同比增长 11.57%，但净利润同比下降15.81%。 业绩经营情况 2025年三季报显示公司营收同比增长11.57%，但净利润同比下降15.81%，后续需关注年度财报的发 布。 以上内容基于公开资料整理，不构成投资建议。 公司高端功能性膜材扩产项目计划以自有资金5.1亿元建设新产线，预计从2026年起逐步释放产能，可 能支撑未来收入增长。 业务与技术发展 斯迪克在OCA光学胶、偏光片保护膜等高端材料领域实现技术突破，已成为京东方、TCL华星等面板厂 商的供应商，并进入苹果供应链，受益于国产替代趋势。 ...

Group 1 - The core stock price of Sdiq has increased by 10.78% over the last three days, currently trading at 54.06 CNY per share with a market capitalization of 24.505 billion CNY [1] - Sdiq specializes in the research, production, and sales of functional film materials, electronic-grade adhesive materials, thermal management composite materials, and film packaging materials, with the main revenue sources being electronic-grade adhesive materials (52.07%) and film packaging materials (16.77%) [1] Group 2 - The fund "Nuoan Jingxin Mixed" holds 83,400 shares of Sdiq, representing 4.99% of the fund's net value, making it the fourth largest holding [2] - The fund has achieved a year-to-date return of 9.16% and a one-year return of 70.45%, ranking 1864 out of 8884 and 510 out of 8127 respectively [2] - The fund manager, Li Yuliang, has a tenure of 10 years and 345 days, with the best fund return during his tenure being 239.21% [2]

Core Viewpoint - The company, Stik (300806), confirmed that the determination of product sales prices is influenced by multiple factors, including market supply and demand conditions, fluctuations in raw material costs, and specific customer needs, which are negotiated amicably with clients [1] Group 1 - The company emphasizes the importance of market supply and demand in setting product prices [1] - Fluctuations in raw material costs are a significant factor in price determination [1] - The final pricing is a result of friendly negotiations with customers based on their specific needs and the overall cost structure [1]

Group 1: Oil and Chemical Indices Performance - The oil indices showed an overall increase, with all three oil indices rising, while all four chemical indices experienced declines [1] - The chemical raw materials index fell by 1.98%, the chemical machinery index decreased by 1.73%, the chemical pharmaceuticals index dropped by 3.11%, and the pesticide and fertilizer index declined by 2.06% [1] - In contrast, the oil processing index increased by 4.01%, the oil extraction index rose by 12.08%, and the oil trading index went up by 5.87% [1] Group 2: International Oil Prices - International crude oil prices saw a significant increase, with WTI crude oil futures settling at $65.21 per barrel, up 6.78% from January 23 [1] - Brent crude oil futures settled at $70.69 per barrel, reflecting a 7.30% increase from January 23 [1] Group 3: Petrochemical Product Price Changes - The top five petrochemical products with the highest price increases included octanol (up 8.42%), adipic acid (up 7.95%), carbon black (up 7.94%), Brent (up 7.30%), and butadiene (up 6.98%) [1] - The five petrochemical products with the largest price declines were hydrogen peroxide (down 7.66%), lithium battery electrolyte (down 7.04%), battery-grade lithium carbonate (down 5.91%), paraquat 42% mother liquor (down 5.56%), and hydrochloric acid (down 3.70%) [1] Group 4: Capital Market Performance of Listed Chemical Companies - The top five listed chemical companies with the highest stock price increases were Tongyuan Petroleum (up 63.03%), Sidike (up 60.03%), Runtu Co. (up 34.08%), Qianeng Hengxin (up 33.43%), and Sinopec Oilfield Service (up 29.66%) [2] - The five listed chemical companies with the largest stock price declines included Gaomeng New Materials (down 21.06%), Guofeng New Materials (down 19.37%), Jianghua Micro (down 19.01%), Lafang Jiahua (down 18.74%), and Shuangwei New Materials (down 16.26%) [2]

Group 1: Company Developments - XianDao Intelligent has achieved mass production and bulk delivery of its 0BB stringer machine, which is a core incremental device for p-type HJT solar cells, with a maximum capacity of 11,000 half-cells per hour [1] - LimX Dynamics has completed a $200 million Series B financing round, with investors including UAE's Leishi Capital and JD.com, among others [3] - WoFei ChangKong announced the completion of nearly 1 billion RMB in a new financing round, aimed at finalizing certification for its AE200 series and establishing a global headquarters [4] - DeepMind has secured $60 million in a new financing round, with funds primarily allocated for upgrading its core technology system [5] - SDIC has made significant technological breakthroughs in its core high-end products, including OCA optical adhesive and MLCC release film, entering a stable mass supply phase [6] Group 2: Industry Trends - The penetration rate of new energy heavy trucks in China has surpassed 50%, with a total sales volume of 231,100 units projected for 2025, marking a 182% year-on-year increase [7] - China's shipbuilding industry is expected to lead globally in three major indicators by 2025, with a completion volume of 53.69 million deadweight tons, accounting for 56.1% of the global market [8]

Core Viewpoint - The company, Stik (300806), is focused on the research, production, and sales of functional coating composite materials, aiming to serve diverse downstream application fields through technological innovation and product upgrades [1] Group 1 - The company emphasizes strict adherence to information disclosure laws and regulations, committing to timely announcements in designated media for any significant operational matters that meet disclosure standards [1]

Core Viewpoint - The company aims to become a globally competitive materials research and manufacturing enterprise driven by technological innovation, focusing on functional materials and continuously upgrading its product structure [1] Group 1 - The company is committed to focusing on the new materials core business [1] - The company emphasizes the importance of technological innovation in its strategy [1] - The company is actively engaging with investors through interactive platforms [1]

Core Viewpoint - The company has achieved key technological breakthroughs in high-end OCA optical adhesive and MLCC release film products, enabling it to compete with leading international products and successfully replace imports [2]. Group 1: Product Development - The company’s core high-end products, including OCA optical adhesive and MLCC release film, have entered a stable mass production phase [2]. - The performance of these products has reached international mainstream levels, allowing for competition in high-end application fields [2]. Group 2: Market Strategy - The company aims to continuously optimize product performance and deepen customer cooperation to further expand market share [2]. - The focus is on consolidating the leading position of domestic high-end materials in the market [2].