证券代码：603045 证券简称：福达合金 公告编号：2026-004 福达合金材料股份有限公司 关于为全资子公司提供担保的公告 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个别及连带责任。 重要内容提示: 一、担保情况概述 （一）担保基本情况 被担保人名称：浙江福达合金材料科技有限公司（以下简称"福达科技"）、 浙江伟达贵金属粉体材料有限公司（以下简称"浙江伟达"） 本次担保金额：本次担保金额合计 27,750 万元 本次担保是否有反担保：否 对外担保逾期的累计数量：无逾期对外担保 特别风险提示：截至本次担保发生日，公司及控股子公司对外担保总额 （均为对全资子公司的担保）超过最近一期经审计净资产的 100%，敬请 广大投资者注意担保风险。 公司分别于 2025 年 4 月 25 日、2025 年 5 月 16 日召开第七届董事会第十 四次会议、2024 年年度股东大会，审议通过了《关于 2025 年度申请综合授信额 度的议案》，同意公司及子公司 2025 年度拟向金融机构及类金融企业申请总额 不超过人民币 28 亿元的综合授信。在授 ...

股票代码：603045 股票简称：福达合金 福达合金材料股份有限公司 投资者关系活动记录表 编号：2026-002 | 投资者关系 | ☑特定对象调研 □分析师会议 □媒体采访 | | --- | --- | | 活动类别 | □业绩说明会 □新闻发布会 □路演活动 | | | □其他 ☑现场参观 | | 参与活动机 | 东财证券：张斯莹、蔡子慕 | | 构人员 | 博时基金：肖瑞瑾 | | | 鲲鹏资本：胡金力 | | 时间 2026 | 年 1 月 29 日 16:00-17:30 | | 地点 | 浙江省温州经济技术开发区滨海五道 308 号 | | 上市公司 接 | 副总经理、董事会秘书：蒙山 | | 待人员 | 证券事务经理：江建 | | | 公司董事会秘书向来访机构介绍了公司基本情况、未来战 | | | 略规划及新兴业务增长点，并与来访人员进行互动交流。 | | | 本次沟通交流主要内容如下： | | | 1.公司发布业绩预告 25 年业绩大幅增长，主要来源于哪 | | | 一块的增长？白银等贵金属的上涨对公司业绩贡献程度有多 | | 大？ | | | 投资者关系 | 答：2025 年以来黄金白银 ...

（文章来源：证券日报） 证券日报网讯 1月28日，福达合金在互动平台回答投资者提问时表示，公司2025年业绩呈现大幅增长主 要受益于全球电力基建投资的扩张，公司下游数据中心、风光储能、新能源汽车等新兴应用领域蓬勃发 展，整体订单需求旺盛。其中，"海外+高端"、数据中心应用领域等高毛利业务的进一步深化、拓展， 以及新投资设立的控股孙公司福力达在高压电学材料新业务实现突破，已应用至充电桩、储能系统、车 载充电模块、工业电源等领域，为公司2025年业绩打开增长空间。白银价格的上涨亦在一定程度上增厚 公司经营利润。 ...

1月27日，福达合金跌5.08%，截至发稿，报27.46元/股，成交2.33亿元，换手率6.05%，总市值37.19亿 元。 资料显示，福达合金材料股份有限公司位于浙江省温州经济技术开发区滨海五道308号，成立日期1999 年4月5日，上市日期2018年5月17日，公司主营业务涉及电接触材料的研发、生产和销售。主营业务收 入构成为：触头材料56.37%，复层触头22.28%，触头元件14.65%，其他6.39%，高压直流触头0.16%， 自动化设备0.15%。 从基金十大重仓股角度 责任编辑：小浪快报 华宝量化选股混合发起式A（017715）基金经理为徐林明、喻银尤。 截至发稿，徐林明累计任职时间16年125天，现任基金资产总规模23.34亿元，任职期间最佳基金回报 109.32%， 任职期间最差基金回报-43.03%。 喻银尤累计任职时间3年208天，现任基金资产总规模4.75亿元，任职期间最佳基金回报52.54%， 任职 期间最差基金回报15.94%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均 ...

证券之星消息，1月26日金属新材料板块较上一交易日下跌3.09%，天力复合领跌。当日上证指数报收于 4132.61，下跌0.09%。深证成指报收于14316.64，下跌0.85%。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11.63亿元，游资资金净流入4.03亿元，散户资 金净流入7.6亿元。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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 301141 | 中科磁业 | 3656.18万 | 9.49% | September 1998 - 988.55万 | 2.57% | -4644.72万 | -12.05% | | 603045 福达合金 | | 3633.06万 | 20.19% | -2389.74万 | -13.28% | -1243.32万 | -6.91% | | 600255 鑫科材料 | | 2945.32万 | 4.3 ...

| 有品 队汀 | | | | | | --- | --- | --- | --- | --- | | 全部 | 龙头股 | 3日内有涨停 | 连板 | 连转 | | 名称/代码 | | 最新 ◆ | 涨幅 ◆ | 5日活 | | 湖南黄金 | | | 25.27 +10.01% +16. | | | 002155 | | | | | | 首板 最终涨停09:25 黄金开采 黄金加工 | | | | | | 兴业银锡 | | | 63.67 +10.00% +26. | | | 000426 | | | | | | 首板 最终涨停09:33 | | 黄金加工 | | | | 盛达资源 | | 56.65 | +10.00% | +40. | | 000603 | | | | | | 2天2板 | 最终涨停09:30 | | | | | 福达合金 | | 28.93 | +10.00% | +20. | | 603045 | | | | | | 首板 | 最终涨停09:25 | 黄金回收 | | | | 豫光金铅 | | 18.63 | +9.98% | +35 | | 600531 | | | | | | つ ...

来源：上海证券报·中国证券网 上证报中国证券网讯 1月26日，A股三大指数集体高开，沪指涨0.21%，深成指涨0.37%，创业板指涨 0.48%。贵金属板块开盘领涨，湖南黄金、福达合金、豫光金铅一字涨停。光伏概念股延续涨势，钧达 股份3连板。 上证报中国证券网讯 1月26日，A股三大指数集体高开，沪指涨0.21%，深成指涨0.37%，创业板指涨 0.48%。贵金属板块开盘领涨，湖南黄金、福达合金、豫光金铅一字涨停。光伏概念股延续涨势，钧达 股份3连板。 来源：上海证券报·中国证券网 ...

湖南黄金、福达合金、豫光金铅一字涨停，四川黄金、恒邦股份、晓程科技、湖南白银等涨超5%。 (本文来自第一财经) 湖南黄金、福达合金、豫光金铅一字涨停，四川黄金、恒邦股份、晓程科技、湖南白银等涨超5%。 (本文来自第一财经) ...

储能方面，公司生产的银氧化锡、银氧化铜等类型的电接触材料通过下游多家客户配套至阳光电源、华 为的储能用逆变器。产品具备高分断性能、电阻小且稳定性能等优势，为储能方面的应用升级开发助 力，已实现批量化供货。目前公司正在开展针对这方面业务相关的浙江省"尖兵领雁+X"研发攻关计划 项目"电化学新型储能电网用抗熔焊触点材料制备及性能调控"。 数据中心、储能等高端应用场景对电接触材料的可靠性、稳定性要求极高，是典型的高附加值市场，福 达合金在这一领域的突破，不仅带来了营收的增量，更重要的是提升了产品的溢价能力和客户结构的含 金量，有助于公司整体盈利水平的增厚和提升。 二、实控人资产注入预期：光达电子的"未完待续" 2026年1月23日，福达合金材料股份有限公司（以下简称"福达合金"）交出了一份令市场振奋的"预 演"答卷。根据公司发布的《2025年年度业绩预增公告》，这家深耕电接触材料三十余载的行业龙头， 正借助AI数据中心、储能等新兴行业的东风，实现从传统制造向高端新材料的华丽转身。 在宏观经济波动与银价持续上涨的背景下，福达合金的这份业绩预告显得尤为亮眼。根据公告数据，公 司预计2025年度实现归属于上市公司股东的净 ...

Group 1 - JunDa Co., Ltd. announced that the comprehensive cost-effectiveness of perovskite photovoltaic technology in extreme space environments remains to be verified [2][5] - The company has invested 30 million yuan to acquire a 16.67% stake in Starwing Chip Energy, but no formal business agreement has been signed for space photovoltaic projects [2][5] - The technology shows potential advantages in lightweight, low cost, and high radiation resistance, but long-term reliability and cost-effectiveness in space are still uncertain [2][5] Group 2 - Aotewei stated that the "space photovoltaic" sector is still in the early exploration and research phase, with significant uncertainties in the industrialization process [3] - The company emphasized that product development to commercial application requires a considerable period, and the impact of related positive expectations on actual operating performance is highly uncertain [3] Group 3 - Tongyu Communications announced its participation in the A1 round financing of Beijing Blue Arrow Hongqing Technology, investing 30 million yuan for a 1.8293% stake [3] - The company will transition from direct to indirect ownership of Hongqing Technology through a partnership agreement [3] Group 4 - Huajin Technology received approval from the China Securities Regulatory Commission for the issuance of H-shares, planning to issue up to 101,573,100 shares [4] - Trina Solar announced a change in the use of remaining raised funds, reallocating 1.7 billion yuan to a new project for distributed smart photovoltaic power station construction [4][5] Group 5 - Yunnan City Investment plans to publicly transfer a 10.5% stake in Qicai Company with a base price of 293 million yuan [6] - Zijin Mining announced the completion of the second phase of the Giant Dragon Copper Mine, increasing production capacity to 350,000 tons per day [6] Group 6 - Shuaifeng Electric expects a net profit loss of 43 million to 62 million yuan in 2025, with potential delisting risk warnings for its stock [7] - Anqi Yeast plans to invest 222 million yuan in a green manufacturing project for yeast products with an annual output of 12,000 tons [7] Group 7 - Zhengzhou Coal and Electricity announced the cessation of production at the Chaohua Coal Mine due to resource depletion and safety risks, expecting a 311 million yuan impairment loss [8] - Oujing Technology announced partial production line shutdowns at its subsidiaries to reduce losses and operating costs [8] Group 8 - North Car Blue Valley plans to invest in the construction of a high-end platform model industrialization and digital upgrade project with a total investment of 1.991 billion yuan [9] - Jingzhida signed a significant contract worth 1.311 billion yuan for semiconductor testing equipment [9] Group 9 - Yanghe Co. announced a cash dividend plan for 2025-2027, committing to distribute no less than 100% of net profit each year [10] - Yanghe Co. also projected a net profit decline of 62.18% to 68.30% for 2025 due to market adjustments and increased channel inventory [10] Group 10 - Huitong Energy expects a net profit decrease of 69.51% to 75.82% for 2025, primarily due to the absence of non-recurring income from property relocation rewards [11] - Dahua Co. reported a net profit increase of 32.65% for 2025, driven by business optimization and cost control [12] Group 11 - Hangzhou Bank reported a net profit increase of 12.05% for 2025, maintaining a stable non-performing loan ratio [12] - Aotejia expects a net profit increase of 41.85% to 79.67% for 2025, supported by sales growth and cost control measures [12] Group 12 - Shenke Co. anticipates a net profit increase of 65.75% to 98.9% for 2025, benefiting from overseas strategy and revenue growth [13] - Pioneering Technology expects a net profit increase of 50.82% to 109.21% for 2025, driven by product technology iterations and market expansion [13] Group 13 - Shanchuang Technology expects a net profit increase of 81.77% to 134.78% for 2025, fueled by demand for enterprise-level storage products [14] - Anshuo Information anticipates a net profit increase of 52.44% to 98.83% for 2025, with government subsidies contributing to the growth [14] Group 14 - Zhongwei Company expects a net profit increase of 28.74% to 34.93% for 2025, driven by increased customer recognition of its plasma etching equipment [15] - Jingfang Technology anticipates a net profit increase of 44.41% to 52.32% for 2025, benefiting from the automotive industry's growth [16] Group 15 - Fuda Alloy expects a net profit increase of 119.14% to 219.95% for 2025, driven by strong demand in emerging applications [17] - Feirongda anticipates a net profit increase of 57.23% to 83.43% for 2025, supported by stable growth in communication and cooling business [17] Group 16 - Licheng Performing Arts expects a net profit decrease of 12.75% to 32.21% for 2025, impacted by regional travel environment fluctuations [22] - Lisheng Pharmaceutical anticipates a net profit increase of 116.77% to 138.44% for 2025, driven by market expansion and product sales [23] Group 17 - JMC reported a net profit decrease of 22.71% for 2025, despite a 2.07% increase in total revenue [27] - Daoshi Technology expects a net profit increase of 206.01% to 269.76% for 2025, driven by overseas business expansion [28] Group 18 - Jin Kai New Energy plans to repurchase shares worth 500 million to 600 million yuan, with a maximum repurchase price of 7.5 yuan per share [29] - Longyun Co. announced a stock suspension due to plans to acquire a 58% stake in Yuheng Film Industry [30]