瑞聯新材(688550.SH):與彤程新材就光刻膠單體的合作處於初始開發合作意向階段
格隆匯9月10日丨瑞聯新材(688550.SH)公佈股票交易異常波動公吿,公司股票於2021年9月10日收盤價格漲幅偏離值累計超過30%,根據《上海證券交易所交易規則》、《上海證券交易所科創板股票交易特別規定》、《上海證券交易所科創板股票異常交易實時監控細則(試行)》的有關規定,屬於股票交易異常波動情況。
公司關注到“雪球”網上載有一篇名為“VC(碳酸亞乙烯酯)最大的預期差公司”的文章,文中稱“vc,目前公司正在給下游電解液廠商試用產品,正在籌備渭南工廠買設備,開始自動化生產。產能預計8000萬噸;光刻膠,下游供應給彤程新材,半導體級別”。該文章已經引起眾多投資者對公司的關注。
經公司自查,公司董事長劉曉春於 2021年9月7日在辦公室與2名投資者私下交流時被問及以下問題:
1、公司是否在新能源領域有佈局?
劉曉春回覆:公司在鋰電池電解液添加劑方面有意向,但目前尚未確定。
2、公司是否有生產光刻膠?
劉曉春回覆:公司確實在光刻膠領域有佈局,光刻膠和彤程新材有合作意向。
截至公吿披露日,上述兩個事項的具體進展情況如下:
1、公司確有開展鋰電池電解液添加劑產品的研發,存在研發失敗的風險,鋰電池電解液添加劑產品相關事項目前尚在內部論證中,未購買生產設備,未與任何第三方達成實際合作,亦不具備文中所稱的產能能力,上述文章所稱內容並無根據。
2、公司與彤程新材的合作內容為光刻膠單體,且處於初始開發合作意向階段,雙方僅達成初步合作意向尚未簽署正式的書面合作協議,存在合作失敗的風險,且尚未形成任何銷售;公司在半年報中披露的光刻膠單體系供應給某韓國廠商,與彤程新材並無關係。
此外,經公司自查並向實際控制人書面發函查證,截至公吿披露日,確認不存在應披露而未披露的重大事項或重要信息。
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