Core Viewpoint - Fuda Alloy has established long-term stable business relationships with leading international companies such as Siemens, Schneider, ABB, Fuji Electric, Omron, and Panasonic, achieving comprehensive coverage of overseas top downstream customers [1] Group 1: Business Development - The company has over 30 years of development and accumulation in the industry [1] - A customer project department has been established to focus on breakthroughs through customer project development [1] - The company aims to leverage its competitive advantages to further increase sales scale with these international leading enterprises [1] Group 2: Recent Achievements - In the first half of this year, the company successfully expanded its supply of contact materials for Schneider's contactors [1] - The company achieved breakthroughs in supplying contact materials for Siemens Group and ABB Group's framework circuit breakers [1] - The company is also supporting the business expansion of leading suppliers for low-voltage equipment in North American data centers [1]

证券日报网1月8日讯，福达合金（603045）在接受调研者提问时表示，未来3-5年，公司将继续围 绕"3+3+3+X+N"的既定战略目标，以创新驱动为核心，提高公司核心竞争力，确保公司未来的可持续 发展。战略中3个3为3大支柱型产业+3大成长型产业+3大支撑平台。X为探索未来新兴产业，锚定前沿 科技和高新技术领域，寻找代表公司未来方向的新兴产业，依托机制建设大力招才引智，以狼性速度实 现市场突破。N为并购实现跨越发展，通过外延并购落地第二增长曲线，为公司实现产业突围、市值突 破提供强有力支撑。 ...

证券日报网1月8日讯 ，福达合金在接受调研者提问时表示，2025年前三季度，公司实现营业收入34.97 亿元，同比增长30.03%；归母净利润5597.92万元，同比增长56.31%。今年三季度以来，公司订单充 足，内外部经营环境稳定，发展势头良好，年度各项战略任务实施情况顺利。 （文章来源：证券日报） ...

投资者关系活动记录表 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 6.目前公司发展战略是否有发生变化？ 答：未来 3-5 年，公司将继续围绕"3+3+3+X+N"的既定 战略目标，以创新驱动为核心，提高公司核心竞争力，确保公 司未来的可持续发展。战略中 3 个 3 为 3 大支柱型产业+3 大成 长型产业+3 大支撑平台。X 为探索未来新兴产业，锚定前沿科 技和高新技术领域，寻找代表公司未来方向的新兴产业，依托 机制建设大力招才引智，以狼性速度实现市场突破。N 为并购 实现跨越发展，通过外延并购落地第二增长曲线，为公司实现 产业突围、市值突破提供强有力支撑。 注：公司严格遵守信息披露相关规则与投资者进行交流，如涉及公司战略规划等意向性目 标，不能视为公司或管理层对公司业绩的保证或承诺，敬请广大投资者注意投资风险。 编号：2026-001 | 投资者关系 | ☑特定对象调研 □分析师会议 □媒体采访 | | --- | --- | | 活动类别 | □路演活动 □业绩说明会 □新闻发布会 | | | □其他 ☑现场参观 | | 参与活动机 | 西部证券：李柔璇、滕朱军 | | 构人员 ...

Group 1 - The core viewpoint of the news is that Fuda Alloy has shown significant stock performance with a year-to-date increase of 57.27% and a recent trading volume indicating active market participation [2] - As of December 25, Fuda Alloy's stock price reached 19.94 yuan per share, with a market capitalization of 2.701 billion yuan [1] - The company has experienced a net outflow of main funds amounting to 1.9302 million yuan, with large orders accounting for 6.54% of total purchases and 12.87% of total sales [1] Group 2 - Fuda Alloy's revenue for the first nine months of 2025 was 3.497 billion yuan, reflecting a year-on-year growth of 30.03%, while the net profit attributable to shareholders was 55.5042 million yuan, up 33.52% year-on-year [3] - The company has a diverse revenue structure, with the main business income composition being: contact materials 56.37%, composite contacts 22.28%, contact components 14.65%, and others 6.39% [2] - Fuda Alloy has distributed a total of 65.4323 million yuan in dividends since its A-share listing, with 22.4839 million yuan distributed in the last three years [4]

Core Viewpoint - Fuda Alloy (603045.SH) has announced the termination of its acquisition of Zhejiang Guangda Electronic Technology Co., Ltd. after multiple delays in responding to inquiries from the stock exchange, potentially influenced by a patent lawsuit against Guangda Electronic [1][3]. Group 1: Acquisition Details - Fuda Alloy planned to acquire 52.61% of Guangda Electronic's shares for a cash consideration of 350 million yuan, aiming to become the controlling shareholder and consolidate Guangda's financials [3]. - The acquisition was initially disclosed in September, but faced scrutiny from the stock exchange regarding the rationale for the acquisition and the declining performance of Guangda Electronic [6]. Group 2: Legal Challenges - The acquisition was complicated by a patent infringement lawsuit filed by Dike Co., Ltd. against Guangda Electronic, which was accepted by the court in November [3][5]. - Dike's lawsuit centers on alleged infringement of a patent related to thick film pastes used in semiconductor devices, which is critical in the photovoltaic silver paste industry [5][8]. Group 3: Patent Implications - The patent in question, owned by Dike's subsidiary, covers a broad range of materials used in semiconductor manufacturing, making it a foundational patent in the industry [5][8]. - Guangda Electronic has counter-sued Dike, claiming the lawsuit is malicious and exceeds reasonable bounds, but the court rejected its jurisdictional objections [6][12]. Group 4: Market Context - Guangda Electronic's projected revenue from photovoltaic silver paste is significant, with estimates showing that it will account for 87.94% of its main revenue in 2023, increasing to 99.56% by mid-2025 [13]. - The ongoing patent disputes may pose risks to Guangda's future revenue projections, particularly concerning its products that fall under the patent's scope [14].

Core Viewpoint - Fuda Alloy (603045.SH) has announced the termination of its acquisition of Zhejiang Guangda Electronic Technology Co., Ltd. after multiple delays in responding to inquiries from the stock exchange, potentially influenced by a patent lawsuit involving the target company [1][3]. Group 1: Acquisition Details - Fuda Alloy planned to acquire 52.61% of Guangda Electronic for a cash consideration of 350 million yuan, aiming to become the controlling shareholder and consolidate Guangda's financials [3]. - The acquisition was initially disclosed in September, but faced scrutiny from the stock exchange regarding the rationale for the acquisition, particularly due to declining performance of the target [5]. Group 2: Patent Litigation Impact - The termination of the acquisition may be linked to a patent lawsuit initiated by Dike Co., Ltd. against Guangda Electronic, alleging infringement of a patent related to semiconductor materials [3][5]. - Dike's subsidiary, Zhejiang Suote Material Technology Co., Ltd., has been involved in this legal dispute, which has raised concerns about Guangda's long-term business potential due to the ongoing litigation [3][11]. Group 3: Patent Details and Implications - The patent in question, owned by Dike, covers a broad range of materials used in semiconductor manufacturing, which could significantly impact Guangda's operations and market position [6][11]. - Guangda Electronic's sales from photovoltaic silver paste are projected to constitute a significant portion of its revenue in the coming years, raising concerns about the sustainability of its business model amid the patent disputes [11][12]. Group 4: Industry Context - The acquisition landscape in the photovoltaic silver paste industry is characterized by a focus on building patent barriers, as seen in Dike's acquisition of Zhejiang Suote, which aimed to enhance its market share through a robust patent portfolio [8][10]. - Historical patterns indicate that patent disputes in this sector often lead to settlements, suggesting that Guangda may face similar pressures in the future [10].

Core Viewpoint - Fuda Alloy (603045.SH) announced the termination of its acquisition of Zhejiang Guangda Electronic Technology Co., Ltd. after multiple delays in responding to inquiries from the stock exchange, potentially influenced by a patent lawsuit involving the target company [2][4][8]. Group 1: Acquisition Details - Fuda Alloy planned to acquire 52.61% of Guangda Electronic for a cash consideration of 350 million yuan, aiming to become the controlling shareholder and consolidate Guangda's financials [4][7]. - The acquisition was initially disclosed in September, but faced scrutiny from the stock exchange regarding the rationale for the acquisition and the declining performance of the target [7][8]. Group 2: Legal Challenges - The acquisition faced complications due to a patent infringement lawsuit filed by Dike Co., Ltd. against Guangda Electronic, which was accepted by the court [4][6]. - Guangda Electronic counter-sued Dike, claiming the lawsuit was malicious, but the court rejected its jurisdiction objection [4][6][9]. - Fuda Alloy's management indicated that the patent lawsuit exceeded reasonable bounds and suggested potential commercial motives behind it [9][10]. Group 3: Patent Implications - The patent in question relates to a thick film paste used in semiconductor manufacturing, with broad claims that could impact Guangda Electronic's product offerings [11][17]. - Guangda Electronic's projected revenue from its photovoltaic silver paste products is significant, with expectations of high sales proportions in the coming years, but these projections may be at risk due to ongoing patent disputes [16][17]. - The patent involved has a protection period until 2031, which raises concerns about Guangda's future product viability and may have influenced Fuda Alloy's decision to terminate the acquisition [17].

每经头条（nbdtoutiao）——海南封关政策红利全解析：零关税、低个税、投资准入放宽、跨境资金自 由、创业扶持…… 2024年1至12月份，福达合金的营业收入构成为：工业占比97.71%，其他业务占比2.28%，其他占比 0.01%。 截至发稿，福达合金市值为26亿元。 每经AI快讯，福达合金（SH 603045，收盘价：18.93元）12月18日晚间发布公告称，截至本公告披露 日，公司及控股子公司担保余额、担保总额分别为人民币约16.53亿元（不含本次担保金额）、20.99亿 元（不含本次担保金额），分别占上市公司最近一期经审计净资产（合并口径）的170.24%、 216.19%，以上担保均为对全资子公司提供担保，无逾期担保情况。 （记者 曾健辉） ...

证券代码：603045 证券简称：福达合金 公告编号：2025-066 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股 子公司对外担保总额（万元） | 209,900 | | 对外担保总额占上市公司最近一 期经审计净资产的比例（%） | 216.19 | | 特别风险提示（如有请勾选） | □担保金额（含本次）超过上市公司最近一 | | | 期经审计净资产 50% | | | ☑对外担保总额（含本次）超过上市公司最 | | | 近一期经审计净资产 100% | | | □对合并报表外单位担保总额（含本次）达 | | | 到或超过最近一期经审计净资产 30% | | | □本次对资产负债率超过 70%的单位提供担 | | 保 | | 一、担保情况概述 （一）担保的基本情况 近日福达合金材料股份有限公司（以下简称"公司"）与上海银行股份有限 公司温州分行(以下简称"上海银行"）签订了《最高额保证合同》，为上海银行 向公司全资子公司浙江伟达贵金属粉体材料有限公司（以下简称"浙江伟达"） 提供的银行授信额度提供连带责任保证，担保金额 1,000 万元，保证 ...