智通财经APP获悉，赛特新材(688398.SH)尾盘涨超6%，截至发稿，涨6.07%，报29.17港元，报8409.33万元。
消息面上，近日，赛特新材在投资者关系活动记录表中指出，公司产品超薄VIP已完成IATF16949:2016质量管理体系标准认证；产品通过某造车新势力及其电池供应商认证并实现小批量供货，2025年度实现销售收入500多万元；目前，产品超薄性能和工艺得到进步提升，并提升生产自动化水平，积极与更多新能源汽车及新能源电池厂商进行接洽，推进超薄VIP的应用。
国盛证券此前指出，作为公司主要的收入利润来源，2025年赛特新材VIP板收入9.58亿元，同比增长4.63%，全年销量1146.08万平方米，同比增长14.98%。展望后续，公司VIP板销售有望保持良好增长态势，原因一方面系国内冰箱新能效标准的强制实施或带动国内VIP板渗透率明显上升，赛特新材作为业内龙头或从中显著受益，另一方面系公司积极研发壳式四边封VIP及多种芯材VIP产品，将应用领域从家电进一步延展至节能建筑、工业设备、高温设备隔热、LNG设备保温等宽温域场景。
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