证券代码：600330 证券简称：天通股份 公告编号：2025-054 天通控股股份有限公司（以下简称"公司"）将于2025年10月28日发布公司 2025年第三季度报告，为便于广大投资者更全面深入地了解公司2025年第三季度 经营成果、财务状况，公司计划于2025年10月30日 （星期四） 11:00-12:00举 行2025年第三季度业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 天通控股股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 本公司董事会及全体董事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、准确性和完整性承担法律责任。 重要内容提示： 会议召开时间：2025年10月30日 （星期四） 11:00-12:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于2025年10月23日 （星期四） 至10月29日 （星期三）16:00前 登录上证路演中心网站首页点击"提问预征集"栏目或通过 ...

Group 1 - The company, Tiantong Co., Ltd. (600330.SH), clarified on the investor interaction platform that it does not manufacture thin-film lithium niobate electro-optic modulation chips and related equipment [1]

Core Viewpoint - The company has developed key core technologies for the preparation of lithium niobate crystal materials, which are essential for thin-film lithium niobate modulators used in 1.6T optical modules [1] Group 1 - The company produces lithium niobate single crystal materials, which serve as upstream key raw materials for thin-film lithium niobate devices [1] - The application of these devices is specifically in 1.6T optical modules [1]

Core Viewpoint - The company, Tiantong Co., Ltd. (600330.SH), highlights the significance of its soft magnetic materials in the robotics sector, indicating their role as essential components in power modules and sensors [1] Group 1: Product Applications - The company's soft magnetic materials are utilized in various electronic components such as motors, transformers, relays, inductors, and filters, which have extensive applications in robotic systems [1] - The company's PCB products are also applicable in robotics, further expanding their product offerings in this industry [1]

Core Viewpoint - Tian Tong Co., Ltd. has shown a significant stock price increase of 47.22% year-to-date, with recent trading activity indicating mixed investor sentiment and notable fluctuations in trading volume [1][2]. Company Overview - Tian Tong Co., Ltd. is located in Haining Economic Development Zone, Zhejiang Province, established on February 10, 1999, and listed on January 18, 2001. The company specializes in the research, manufacturing, and sales of electronic materials and high-end equipment [2]. - The main business revenue composition includes 86.57% from electronic materials sales, 9.38% from specialized equipment manufacturing and installation services, and 4.05% from material sales and others [2]. - The company operates within the electronic industry, specifically in electronic chemicals, and is involved in concepts such as flexible electronics, OLED, 5G, robotics, and MLED [2]. Financial Performance - For the first half of 2025, Tian Tong Co., Ltd. achieved a revenue of 1.584 billion yuan, reflecting a year-on-year growth of 1.00%. However, the net profit attributable to shareholders decreased by 33.29% to 52.6073 million yuan [2]. - The company has distributed a total of 623 million yuan in dividends since its A-share listing, with 186 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 1.94% to 89,200, while the average circulating shares per person increased by 1.98% to 13,826 shares [2]. - Notable institutional holdings include Southern CSI 1000 ETF, Hong Kong Central Clearing Limited, and Huaxia CSI 1000 ETF, with increases in their respective shareholdings [3].

Market Overview - The electronic chemicals sector experienced a decline of 4.38% on October 17, with Siquan New Materials leading the drop [1] - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1] Stock Performance - Notable stock performances included: - Grinda (603931) closed at 31.25, up 4.90% with a trading volume of 162,800 shares and a turnover of 506 million yuan [1] - Siquan New Materials (301489) closed at 192.80, down 12.36% with a trading volume of 77,000 shares and a turnover of 153.5 million yuan [2] - Other significant declines included Jingrui Electric Materials (300655) down 9.93% and Debang Technology (688035) down 8.34% [2] Capital Flow - The electronic chemicals sector saw a net outflow of 1.555 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.165 billion yuan [2] - The capital flow for specific stocks indicated: - Tian Tong Co. (600330) had a net inflow of 48.77 million yuan from institutional investors [3] - Grinda (603931) experienced a net outflow of 21.58 million yuan from institutional investors [3] - Siquan New Materials (301489) had a significant net outflow of 6.39 million yuan from institutional investors [3]

Core Viewpoint - Tian Tong Co., Ltd. has experienced a decline in stock price recently, despite a significant increase in stock price year-to-date, indicating potential volatility in the market [1][2]. Financial Performance - As of June 30, 2025, Tian Tong Co., Ltd. reported a revenue of 1.584 billion yuan, representing a year-on-year growth of 1.00%. However, the net profit attributable to shareholders decreased by 33.29% to 52.6073 million yuan [2]. - The company has distributed a total of 623 million yuan in dividends since its A-share listing, with 186 million yuan distributed over the past three years [3]. Stock Market Activity - The stock price of Tian Tong Co., Ltd. decreased by 2.03% to 10.13 yuan per share, with a trading volume of 170 million yuan and a turnover rate of 1.35%, leading to a total market capitalization of 12.495 billion yuan [1]. - Year-to-date, the stock price has increased by 43.12%, but it has seen a decline of 9.15% over the last five trading days and a slight decrease of 2.50% over the last 20 days [1]. - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on September 8, where it recorded a net buy of -156 million yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for Tian Tong Co., Ltd. was 89,200, a decrease of 1.94% from the previous period, while the average circulating shares per person increased by 1.98% to 13,826 shares [2]. - The top ten circulating shareholders include significant holdings from Southern CSI 1000 ETF and Hong Kong Central Clearing Limited, indicating institutional interest in the company [3].

Group 1 - The core point of the article highlights the decline in Tian Tong Co., Ltd.'s stock price by 5.11%, with the current share price at 10.22 yuan, a trading volume of 641 million yuan, and a total market capitalization of 12.606 billion yuan [1] - Tian Tong Co., Ltd. is primarily engaged in the research, manufacturing, and sales of electronic materials, which account for 86.57% of its main business revenue, along with specialized equipment manufacturing and installation services at 9.38%, and other material sales at 4.05% [1] - The company is located in Haining Economic Development Zone, Zhejiang Province, and was established on February 10, 1999, with its listing date on January 18, 2001 [1] Group 2 - Among the top ten circulating shareholders of Tian Tong Co., Ltd., a fund under Southern Fund, the Southern CSI 1000 ETF (512100), increased its holdings by 2.1477 million shares in the second quarter, now holding 11.3922 million shares, which is 0.92% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) has a current scale of 64.953 billion yuan, with a year-to-date return of 27.62% and a one-year return of 40.32% [2] - The fund manager, Cui Lei, has been in position for 6 years and 343 days, with the fund's total asset scale at 94.976 billion yuan, achieving a best return of 177.68% during the tenure [3]

Core Insights - Tian Tong Co., Ltd. experienced a 5.11% decline in stock price, trading at 10.22 CNY per share with a total market capitalization of 12.606 billion CNY as of October 14 [1] Company Overview - Tian Tong Co., Ltd. was established on February 10, 1999, and went public on January 18, 2001. The company is located in Haining Economic Development Zone, Zhejiang Province [1] - The main business activities include research, manufacturing, and sales of electronic materials (such as magnetic materials, sapphire, and piezoelectric crystals) and high-end equipment (including specialized equipment for crystal materials, powder materials, and semiconductor displays) [1] - The revenue composition is as follows: 86.57% from electronic materials sales, 9.38% from specialized equipment manufacturing and installation services, and 4.05% from material sales and others [1] Shareholder Information - Among the top ten circulating shareholders, Huaxia Fund holds a position with its Huaxia CSI 1000 ETF (159845) increasing its stake by 159.86 thousand shares in Q2, totaling 671.84 thousand shares, which represents 0.54% of the circulating shares [2] - The estimated floating loss for Huaxia CSI 1000 ETF today is approximately 3.6951 million CNY [2] Fund Performance - The Huaxia CSI 1000 ETF (159845) was established on March 18, 2021, with a current scale of 38.227 billion CNY. Year-to-date returns are 27.53%, ranking 1977 out of 4220 in its category; over the past year, returns are 40.29%, ranking 1348 out of 3857; since inception, returns are 28.31% [2]

Group 1 - The core point of the news is that Tiantong Co., Ltd. experienced a 5.02% drop in stock price, closing at 10.59 CNY per share, with a trading volume of 732 million CNY and a turnover rate of 5.52%, resulting in a total market capitalization of 13.062 billion CNY [1] - Tiantong Co., Ltd. is primarily engaged in the research, manufacturing, and sales of electronic materials, which account for 86.57% of its main business revenue, while specialized equipment manufacturing and installation services contribute 9.38%, and other material sales account for 4.05% [1] - The company is located in Haining Economic Development Zone, Zhejiang Province, and was established on February 10, 1999, with its listing date on January 18, 2001 [1] Group 2 - According to data, one fund under Shenwan Hongyuan Asset Management holds a significant position in Tiantong Co., Ltd., with the Shenwan Hongyuan Quantitative Small Cap Stock (LOF) A fund holding 394,100 shares, representing 0.43% of the fund's net value, making it the sixth-largest holding [2] - The Shenwan Hongyuan Quantitative Small Cap Stock (LOF) A fund has a total scale of 493 million CNY and has achieved a return of 28.54% year-to-date, ranking 2225 out of 4220 in its category, and a one-year return of 36.41%, ranking 1490 out of 3852 [2] Group 3 - The fund manager of Shenwan Hongyuan Quantitative Small Cap Stock (LOF) A is Xia Xiangquan, who has been in the position for nearly 5 years, managing assets totaling 922 million CNY, with the best fund return during his tenure being 26.29% and the worst being -26.61% [3]