Core Viewpoint - The PCB sector has shown significant growth, with a 4.28% increase, ranking third among concept sectors, driven by strong performances from several stocks [1][2]. Group 1: Market Performance - As of August 15, the PCB concept saw 148 stocks rise, with notable gainers including Yidong Electronics, Zhongfu Circuit, and Jiuri New Materials, each hitting a 20% limit up [1]. - The top performers in the PCB sector included Yishitong, Tongguan Copper Foil, and Qiangrui Technology, with increases of 17.54%, 14.49%, and 12.74% respectively [1]. - Conversely, stocks like Dongshan Precision, Shenzhen South Circuit, and Dazhu Laser experienced declines of 5.06%, 2.86%, and 1.52% respectively [1]. Group 2: Capital Inflow - The PCB sector attracted a net inflow of 2.803 billion yuan, with 85 stocks receiving net inflows, and 14 stocks exceeding 100 million yuan in net inflow [2]. - The leading stock in terms of net capital inflow was Nord Shares, which saw an inflow of 662 million yuan, followed by Fangzheng Technology, Shengyi Technology, and International Composite Materials with inflows of 581 million yuan, 445 million yuan, and 319 million yuan respectively [2][3]. Group 3: Capital Flow Ratios - The highest net inflow ratios were observed in Nord Shares, Fangzheng Technology, and Hongchang Electronics, with ratios of 42.41%, 23.24%, and 22.19% respectively [3]. - Other notable stocks with significant inflow ratios included Zhongcai Technology and Tongyu New Materials, with ratios of 22.03% and 15.22% respectively [4].

Market Performance - The electronic chemicals sector rose by 3.51% on August 15, with Tongyu New Materials leading the gains [1] - The Shanghai Composite Index closed at 3696.77, up 0.83%, while the Shenzhen Component Index closed at 11634.67, up 1.6% [1] Stock Highlights - Tongyu New Materials (301630) closed at 198.71, up 11.84% with a trading volume of 39,100 lots and a transaction value of 742 million [1] - Hongchang Electronics (603002) closed at 7.87, up 10.07% with a trading volume of 1,231,400 lots and a transaction value of 934 million [1] - Jingrui Electric Materials (300655) closed at 11.85, up 8.42% with a trading volume of 1,337,500 lots and a transaction value of 1.558 billion [1] - Debang Technology (688035) closed at 49.05, up 7.52% with a trading volume of 91,000 lots and a transaction value of 436 million [1] Capital Flow - The electronic chemicals sector saw a net inflow of 1 billion from institutional investors, while retail investors experienced a net outflow of 614 million [2][3] - Major stocks like Hongchang Electronics and Jingrui Electric Materials had significant capital movements, with Hongchang Electronics seeing a net inflow of 196 million from institutional investors [3]

Core Insights - The stock price of Hongchang Electronics (603002) closed at 7.87 yuan, reflecting a 10.07% increase as of August 15, 2025 [1] - The company reported a total revenue of 560 million yuan for Q1 2025, representing a year-on-year growth of 15.21%, while net profit decreased by 45.65% to 6.46 million yuan [1] Financial Performance - Total revenue for Q1 2025: 560 million yuan, up 15.21% year-on-year [1] - Net profit: 6.46 million yuan, down 45.65% year-on-year [1] - Non-recurring net profit: 6.18 million yuan, down 38.59% year-on-year [1] - Current ratio: 2.662 [1] - Quick ratio: 2.466 [1] - Debt-to-asset ratio: 26.10% [1] Market Activity - Trading volume: 1.23 million hands, with a transaction amount of 934 million yuan [1] - Main capital inflow: 196 million yuan, accounting for 21.01% of transaction volume [1] - Large single net inflow: 223 million yuan, representing 23.82% of transaction volume [1] - Small single net outflow: 111.63 million yuan, accounting for 11.95% of transaction volume [1] Company Background - Hongchang Electronics was established in 1995 and is located in Guangzhou [2] - The company primarily engages in the manufacturing of chemical raw materials and products [2] - Registered capital: 1.134 billion yuan [2] - Legal representative: Lin Ruirong [2]

Core Viewpoint - The electronic chemicals sector experienced a decline of 0.76% on August 8, with major stocks like Zhongshi Technology leading the drop, while the overall market indices also saw slight decreases [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3635.13, down 0.12% [1]. - The Shenzhen Component Index closed at 11128.67, down 0.26% [1]. - The electronic chemicals sector's individual stock performance varied, with Zhongshi Technology closing at 32.08, up 5.70%, and other notable performers including Siquan New Materials and Lier Technology [1]. Group 2: Stock Performance Details - Zhongshi Technology (300684) closed at 32.08 with a 5.70% increase and a trading volume of 394,500 shares, totaling a transaction value of 1.245 billion yuan [1]. - Siquan New Materials (301489) closed at 135.70, up 5.28%, with a trading volume of 109,100 shares and a transaction value of 1.464 billion yuan [1]. - Lier Technology (688683) closed at 27.74, up 3.24%, with a trading volume of 21,200 shares and a transaction value of 58.5277 million yuan [1]. Group 3: Capital Flow - The electronic chemicals sector saw a net outflow of 488 million yuan from main funds, while retail investors contributed a net inflow of 513 million yuan [3]. - Speculative funds experienced a net outflow of 24.5041 million yuan [3].

Core Viewpoint - The company, Hongchang Electronics, confirmed that it is not currently involved in the research and production of EX resin [2] Group 1 - An investor inquired about the company's involvement in the development of EX resin on an investor interaction platform [2] - The company responded on August 6, stating that it does not engage in this area [2]

Group 1 - Hongchang Electronics has experienced a decline for five consecutive trading days, with a cumulative drop of -3.63% [1] - Hongchang Electronics Materials Co., Ltd. was established as Guangzhou Hongchang Electronic Materials Industry Co., Ltd. and was listed on the Shanghai Stock Exchange in May 2012 under stock code 603002 [1] - Three funds under Jinying Fund have entered the top ten shareholders of Hongchang Electronics, with Jinying Core Resource Mixed A increasing its holdings in the first quarter of this year [1] Group 2 - Jinying Technology Innovation Stock A has a year-to-date return of 22.39%, ranking 209 out of 983 in its category, while Jinying Core Resource Mixed A has a return of 25.25%, ranking 715 out of 4507 [1] - Jinying Fund was established in November 2002, with major shareholders including Dongxu Group (66.19%), Guangzhou Yuexiu Capital Holdings Group (24.01%), and Guangzhou Baiyunshan Pharmaceutical Group (9.80%) [7][8] Group 3 - Chen Ying, the manager of Jinying Technology Innovation Stock A, has over ten years of experience in the investment field and has held various positions within Jinying Fund since 2012 [5][6] - Zhang Zhanhua, the manager of Jinying Core Resource Mixed A, has a background in research and has been with Jinying Fund since June 2023 [6][7]

金融界消息 截至2025年8月5日收盘，宏昌电子（603002）报收于6.9元，下跌0.43%，换手率2.31%，成 交量26.16万手，成交金额1.80亿元。 通过天眼查大数据分析，宏昌电子材料股份有限公司共对外投资了2家企业，参与招投标项目2次，知识 产权方面有商标信息9条，专利信息27条，此外企业还拥有行政许可52个。 来源：金融界 宏昌电子最新一期业绩显示，截至2025一季报，公司营业总收入5.60亿元、同比增长15.21%，归属净利 润645.56万元，同比减少45.65%，扣非净利润617.95万元，同比减少38.59%，流动比率2.662、速动比率 2.466、资产负债率26.10%。 天眼查商业履历信息显示，宏昌电子材料股份有限公司，成立于1995年，位于广州市，是一家以从事化 学原料和化学制品制造业为主的企业。企业注册资本113407.8509万人民币，实缴资本113407.8509万人 民币。公司法定代表人为林瑞荣。 资金流向方面，今日主力资金净流出1378.45万元，占比成交额7.65%。其中，超大单净流出643.48万 元、占成交额3.57%，大单净流出734.97万元、占成交额4.0 ...

金融界消息 截至2025年7月30日收盘，宏昌电子（603002）报收于7.09元，下跌0.98%，换手率3.52%， 成交量39.96万手，成交金额2.83亿元。 资金流向方面，今日主力资金净流出2798.54万元，占比成交额9.89%。其中，超大单净流出929.22万 元、占成交额3.28%，大单净流出1869.32万元、占成交额6.61%，中单净流出流出890.99万元、占成交 额3.15%，小单净流入3689.53万元、占成交额13.04%。 通过天眼查大数据分析，宏昌电子材料股份有限公司共对外投资了2家企业，参与招投标项目2次，知识 产权方面有商标信息9条，专利信息27条，此外企业还拥有行政许可52个。 来源：金融界 宏昌电子最新一期业绩显示，截至2025一季报，公司营业总收入5.60亿元、同比增长15.21%，归属净利 润645.56万元，同比减少45.65%，扣非净利润617.95万元，同比减少38.59%，流动比率2.662、速动比率 2.466、资产负债率26.10%。 天眼查商业履历信息显示，宏昌电子材料股份有限公司，成立于1995年，位于广州市，是一家以从事化 学原料和化学制品制造业为主 ...

金融界消息 截至2025年7月29日收盘，宏昌电子（603002）报收于7.16元，上涨2.14%，换手率5.56%， 成交量63.07万手，成交金额4.46亿元。 资金流向方面，今日主力资金净流出1633.10万元，占比成交额3.67%。其中，超大单净流入850.15万 元、占成交额1.91%，大单净流出2483.26万元、占成交额5.57%，中单净流出流出1062.01万元、占成交 额2.38%，小单净流入2695.11万元、占成交额6.05%。 宏昌电子最新一期业绩显示，截至2025一季报，公司营业总收入5.60亿元、同比增长15.21%，归属净利 润645.56万元，同比减少45.65%，扣非净利润617.95万元，同比减少38.59%，流动比率2.662、速动比率 2.466、资产负债率26.10%。 天眼查商业履历信息显示，宏昌电子材料股份有限公司，成立于1995年，位于广州市，是一家以从事化 学原料和化学制品制造业为主的企业。企业注册资本113407.8509万人民币，实缴资本113407.8509万人 民币。公司法定代表人为林瑞荣。 通过天眼查大数据分析，宏昌电子材料股份有限公司共对外投资了2 ...

股东身份 预披露期间，若公司股票发生停牌情形的，实际开始减持的时间根据停牌时间相应顺延。 证券代码：603002 证券简称：宏昌电子 公告编号：2025-029 宏昌电子材料股份有限公司 高级管理人员减持股份计划公告 本公司董事会、全体董事及相关股东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： 一、减持主体的基本情况 | 股东名称 | 萧志仁 | | | | --- | --- | --- | --- | | | 控股股东、实控人及一致行动人 | □是 | √否 | | | 直接持股 5%以上股东 □是 | √否 | | 三、减持计划相关风险提示 (一)减持计划实施的不确定性风险，如计划实施的前提条件、限制性条件以及相 关条件成就或消除的具体情形等 (二)减持计划实施是否可能导致上市公司控制权发生变更的风险 □是 √否 (三)其他风险提示 本次减持计划符合《公司法》《证券法》《上市公司股东减持股份管理暂行 办法》《上市公司董事和高级管理人员所持本公司股份及其变动管理规则》《上 海证券交易所上市公司自律监管指引第 15 号—股东及董 ...