福达合金材料股份有限公司 2025 年第三季度报告 证券代码：603045 证券简称：福达合金 福达合金材料股份有限公司 2025 年第三季度报告 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： 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假记载、误 导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 福达合金材料股份有限公司 2025 年第三季度报告 | 量净额 | | | | | | --- | --- | --- | --- | --- | | 基本每股收益（元/股） | 0.2262 | 509.70 | 0.4098 | 33.53 | | 稀释每股收益（元/股） | 0.2262 | 509.70 | 0.4098 | 33.53 | | 加权平均净资产收益率 （%） | 3. ...

福达合金公告，第三季度营收为12.56亿元，同比增长24.35%；净利润为3063.59万元，同比增长 508.82%。前三季度营收为34.97亿元，同比增长30.03%；净利润为5550.42万元，同比增长33.52%。 ...

证券之星消息，10月29日金属新材料板块较上一交易日上涨1.95%，福达合金领涨。当日上证指数报收 于4016.33，上涨0.7%。深证成指报收于13691.38，上涨1.95%。金属新材料板块个股涨跌见下表： 从资金流向上来看，当日金属新材料板块主力资金净流出6.42亿元，游资资金净流入6394.62万元，散户 资金净流入5.78亿元。金属新材料板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 300224 正海磁材 | | | -5647.04万 | 11.50% | 978.45万 | 1.99% | -6625.49万 | -13.49% | | 603124 江南新材 | | | 3002.96万 | 11.24% | -1484.25万 | -5.56% | -1518.71万 | -5.69% | | 300748 金力永磁 | | | 2875.29万 | 1. ...

Group 1 - The TOPCon battery sector leads the market with an increase of 4.83% [1] - Canadian Solar (阿特斯) saw a significant rise of 19.97% [1] - Trina Solar (天合光能) experienced an increase of 9.68% [1] - Tongwei Co., Ltd. (通威股份) rose by 8.36% [1] - JinkoSolar (晶科能源), Fuda Alloy (福达合金), and TCL Zhonghuan (TCL中环) all saw increases of over 5% [1]

Market Overview - The A-share market showed overall strength on October 29, with the Shanghai Composite Index surpassing the 4000-point mark [2][3] - The ChiNext Index experienced a strong performance, with an intraday increase exceeding 2% before narrowing [3] Index Performance - As of the midday close, the Shanghai Composite Index rose by 0.37% to 4002.83 points, the Shenzhen Component Index increased by 0.90% to 13550.65 points, and the ChiNext Index gained 1.35% to 3273.28 points [4][3] Sector Performance - The non-bank financial sector saw a significant rally, particularly in brokerage stocks, which are referred to as the "bull market flag bearers" [6] - The power equipment sector led the gains, with an intraday increase approaching 3% [4] - The non-ferrous metals sector also performed strongly, with gains exceeding 2.5% [6] Notable Stocks - In the power equipment sector, stocks such as Tongguan Copper Foil (301217) hit the daily limit, while Artis (688472) surged over 13% [4][5] - In the non-bank financial sector, Huazhong Securities (600909) and Northeast Securities both reached the daily limit [7] - The non-ferrous metals sector saw notable performances from stocks like Zhongtung High-tech (000657), which hit the daily limit, and Shengxin Lithium Energy (002240) with a 7.35% increase [6] Company-Specific News - Yashi Chuangneng (603378) hit the daily limit for the fourth consecutive trading day, following a significant price increase [9] - Shikong Technology (605178) reached the daily limit for the sixth consecutive trading day, with a cumulative increase of 123.90% since September [12][14] - Both companies issued announcements regarding stock trading anomalies and potential risks associated with their rapid price increases [11][14]

证券代码：603045 证券简称：福达合金 公告编号：2025-049 福达合金材料股份有限公司 关于重大资产购买暨关联交易的进展公告 2025 年 10 月 20 日，公司收到上海证券交易所上证公函【2025】3750 号《关 于对福达合金材料股份有限公司重大资产购买暨关联交易草案的问询函》（以下 简称"《问询函》"），具体详见公司于 2025 年 10 月 21 日披露的《关于收到 上海证券交易所<关于对福达合金材料股份有限公司重大资产购买暨关联交易草 案的问询函>的公告》（公告编号：2025-048）。 一、本次交易概况 福达合金材料股份有限公司（以下简称"公司"）拟以支付现金的方式向温 州创达投资合伙企业（有限合伙）（以下简称"温州创达"）、王中男、温州浩 华投资合伙企业（有限合伙）（以下简称"温州浩华"）等 15 名股东购买其所 持有的浙江光达电子科技有限公司（以下简称"光达电子"）52.61%的股权，交 易作价为 35,249.98 万元。本次交易完成后，公司将持有光达电子 52.61%的股 权，成为光达电子的控股股东。 本次交易预计构成《上市公司重大资产重组管理办法》规定的重大资产重组。 本次交 ...

Company Overview - Fuda Alloy's stock price increased by 2.03% on October 24, reaching 20.58 CNY per share, with a total market capitalization of 2.787 billion CNY [1] - The company has seen a year-to-date stock price increase of 62.32%, with recent performance showing an 8.54% rise over the last five trading days [1] Financial Performance - For the first half of 2025, Fuda Alloy reported revenue of 2.240 billion CNY, representing a year-on-year growth of 33.44% [2] - The net profit attributable to shareholders was 24.87 million CNY, which reflects a year-on-year decrease of 31.94% [2] Shareholder Information - As of June 30, Fuda Alloy had 14,900 shareholders, a decrease of 4.38% from the previous period, with an average of 9,120 circulating shares per shareholder, an increase of 4.59% [2] Dividend Distribution - Since its A-share listing, Fuda Alloy has distributed a total of 65.43 million CNY in dividends, with 22.48 million CNY distributed over the past three years [3] Business Segments - The company's main business involves the research, production, and sales of electrical contact materials, with revenue composition as follows: contact materials 56.37%, composite contacts 22.28%, contact components 14.65%, and others 6.39% [1]

Market Overview - The metal new materials sector experienced a decline of 1.41% on October 23, with Xinlaifu leading the drop [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Stock Performance - Notable gainers in the metal new materials sector included: - Zhongzhou Special Materials (300963) with a closing price of 23.14, up 3.21% and a trading volume of 604,700 shares, totaling 1.361 billion yuan [1] - Tianli Composite (920576) closed at 30.51, up 0.93% with a trading volume of 25,900 shares [1] - Platinum New Materials (300811) closed at 72.51, up 0.92% with a trading volume of 85,100 shares [1] - Major decliners included: - Xinlaifu (301323) closed at 64.22, down 6.95% with a trading volume of 86,100 shares [2] - Antai Technology (000969) closed at 20.18, down 5.39% with a trading volume of 2,151,700 shares, totaling 4.403 billion yuan [2] - Ni'an New Materials (688786) closed at 29.69, down 3.13% with a trading volume of 25,200 shares [2] Capital Flow - The metal new materials sector saw a net outflow of 690 million yuan from institutional investors, while retail investors contributed a net inflow of 668 million yuan [2] - The capital flow for specific stocks showed: - Zhongzhou Special Materials had a net outflow of 31.87 million yuan from institutional investors [3] - Platinum New Materials experienced a net inflow of 31.67 million yuan from institutional investors [3] - Other stocks like Jiangnan New Materials (603124) and Huada New Materials (605158) also showed varied capital flows with net inflows and outflows from different investor types [3]

Core Viewpoint - Fuda Alloy is attempting a transformation into the photovoltaic sector by planning to acquire a 52.61% stake in Zhejiang Guangda Electronic Technology Co., Ltd. for 352 million yuan, following a previous failed major asset restructuring attempt [1] Group 1: Transaction Details - The acquisition is under scrutiny from the Shanghai Stock Exchange, focusing on the transaction's purpose, compliance, financial status of the target company, and valuation [2][4] - The proposed transaction price is 670 million yuan, with a significant increase in valuation of 171.38% compared to previous investments [4] Group 2: Financial Concerns - Guangda Electronic has shown revenue and net profit growth, but its accounts receivable as a percentage of revenue has increased significantly, raising concerns about cash flow and credit policies [3] - Fuda Alloy's own financial situation is precarious, with a debt ratio of 65.93% and projected to rise to 77.23% post-acquisition, indicating potential financial strain [3][4] Group 3: Strategic Intent - The acquisition is seen as a critical step for Fuda Alloy to create a "second growth curve," aiming to enhance profitability and competitiveness by integrating conductive silver paste business into its operations [6][7] - Fuda Alloy believes that Guangda Electronic's leading position in the photovoltaic sector will provide synergistic benefits and unlock further business potential [7]

Market Overview - The Shanghai Composite Index is at 3907.95 points, slightly down by 0.21%, and is above the five-day moving average [1] - The total trading volume of A-shares today is 137.8 billion yuan [1] Stocks Performance - A total of 537 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Wanda Bearings with a deviation rate of 9.53% and a daily increase of 12.27% [1] - Electric Wind Power with a deviation rate of 9.42% and a daily increase of 13.35% [1] - Tianwo Technology with a deviation rate of 8.10% and a daily increase of 10.00% [1] Detailed Stock Data - The following stocks have notable performance metrics: - Wanda Bearings (Code: 920002): Latest price 115.99 yuan, five-day moving average 105.89 yuan, daily turnover rate 9.75% [1] - Electric Wind Power (Code: 688660): Latest price 22.08 yuan, five-day moving average 20.18 yuan, daily turnover rate 3.60% [1] - Tianwo Technology (Code: 002564): Latest price 9.02 yuan, five-day moving average 8.34 yuan, daily turnover rate 5.08% [1]