证券日报网讯 1月16日，华正新材发布公告称，公司控股子公司杭州爵豪科技有限公司（简称"爵豪科 技"）于近日收到浙江省经济和信息化厅、浙江省财政厅和国家税务总局浙江省税务局批准颁发的《高 新技术企业证书》，控股子公司爵豪科技通过了高新技术企业的重新认定，证书编号为 GR202533010608，有效期三年。本次高新技术企业的认定系原高新技术企业证书有效期满后进行的重 新认定。 （文章来源：证券日报） ...

Core Viewpoint - Huazheng New Materials announced that its stock price has met the conditions for the conditional redemption of its convertible bonds, which may occur if certain price thresholds are maintained over a specified period [2] Group 1: Stock Performance and Redemption Conditions - From December 29, 2025, to January 16, 2026, the company's stock price has closed at or above 130% of the current conversion price of 38.51 yuan per share, which is 50.06 yuan per share [2] - If the stock price remains at or above this threshold for 5 out of the next 17 trading days, it will trigger the conditional redemption clause for the "Huazheng Convertible Bonds" [2] - The company's board will have the authority to decide whether to redeem all or part of the unconverted "Huazheng Convertible Bonds" at face value plus accrued interest [2]

| 证券代码：603186 | 证券简称：华正新材 | 公告编号：2026-003 | | --- | --- | --- | | 转债代码：113639 | 转债简称：华正转债 | | 浙江华正新材料股份有限公司 关于"华正转债"预计满足赎回条件的提示性公告 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。 一、可转债发行上市概况 经上海证券交易所自律监管决定书[2022]43 号文同意，公司 57,000.00 万元 可转换公司债券于 2022 年 2 月 22 日起在上海证券交易所上市交易，债券简称"华 正转债"，债券代码"113639"。 根据有关规定以及《华正新材公开发行可转换公司债券募集说明书》（以下 简称"《可转债募集说明书》"）规定，公司该次发行的"华正转债"自 2022 年 7 月 28 日起可转换为公司股份，转股期起止日期为 2022 年 7 月 28 日至 2028 年 1 月 23 日。 本次可转债的初始转股价格为 39.09 元/股，最新转股价格为 38.51 元 /股。历次转股价格调整情况如下： ...

特此公告。 浙江华正新材料股份有限公司董事会 2026 年 1 月 17 日 | 证券代码：603186 | 证券简称：华正新材 | 公告编号：2026-004 | | --- | --- | --- | | 转债代码：113639 | 转债简称：华正转债 | | 浙江华正新材料股份有限公司 关于控股子公司通过高新技术企业重新认定的公告 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。 浙江华正新材料股份有限公司（以下简称"公司"）控股子公司杭州爵豪科 技有限公司（以下简称"爵豪科技"）于近日收到浙江省经济和信息化厅、浙江 省财政厅和国家税务总局浙江省税务局批准颁发的《高新技术企业证书》，控股 子公司爵豪科技通过了高新技术企业的重新认定，证书编号为 GR202533010608， 有效期三年。 本次高新技术企业的认定系原高新技术企业证书有效期满后进行的重新认 定。根据《中华人民共和国企业所得税法》的相关规定，控股子公司爵豪科技自 通过高新技术企业重新认定后连续三年内（2025 年度至 2027 年度）可继续享受 国家关于高 ...

格隆汇1月16日丨华正新材(603186.SH)公布，公司控股子公司杭州爵豪科技有限公司（以下简称"爵豪 科技"）于近日收到浙江省经济和信息化厅、浙江省财政厅和国家税务总局浙江省税务局批准颁发的 《高新技术企业证书》，控股子公司爵豪科技通过了高新技术企业的重新认定，证书编号为 GR202533010608，有效期三年。本次高新技术企业的认定系原高新技术企业证书有效期满后进行的重 新认定。 ...

格隆汇1月16日丨华正新材(603186.SH)公布，公司控股子公司杭州爵豪科技有限公司（以下简称"爵豪 科技"）于近日收到浙江省经济和信息化厅、浙江省财政厅和国家税务总局浙江省税务局批准颁发的 《高新技术企业证书》，控股子公司爵豪科技通过了高新技术企业的重新认定，证书编号为 GR202533010608，有效期三年。本次高新技术企业的认定系原高新技术企业证书有效期满后进行的重 新认定。 ...

（文章来源：证券日报） 证券日报网讯 1月15日，华正新材在互动平台回答投资者提问时表示，截至2026年1月10日，公司股东 户数为17566户。 ...

Core Viewpoint - The company, Huazheng New Materials, is expected to turn a profit in 2025, projecting a net profit attributable to shareholders of between 26 million and 31 million RMB, compared to a loss in the previous year [2] Group 1: Financial Performance - The company anticipates a net profit of 6 million to 9 million RMB after excluding non-recurring gains and losses for 2025 [2] - In the previous year, the company reported a total profit of -10,409.33 million RMB and a net profit attributable to shareholders of -9,743.03 million RMB [2] - The earnings per share in the previous year was -0.69 RMB [2] Group 2: Reasons for Profit Turnaround - The positive performance of the main business is a key factor, with continuous sales growth throughout 2025, particularly in the fourth quarter [2] - The company implemented cost reduction and efficiency improvement measures, along with adjustments to product structure, which effectively enhanced profitability [2] - The completion of land relocation in Hangzhou resulted in compensation payments totaling 30,058.98 million RMB, which is expected to increase pre-tax net profit by approximately 220 million RMB, leading to an estimated profit increase of 190 million RMB after tax considerations [3]

Core Insights - The article emphasizes the rapid growth and importance of the new energy insulation materials industry, driven by the dual forces of the "dual carbon" strategy and explosive growth in downstream new energy sectors such as electric vehicles, photovoltaics, wind power, and energy storage [1][3]. Industry Overview - New energy insulation materials are high-performance special materials designed for solar, wind, energy storage, and electric vehicle applications, requiring not only traditional insulation functions but also high voltage resistance, weather resistance, and flame retardancy [2][3]. - The industry has established a complete supply chain from upstream raw material supply to midstream material R&D and manufacturing, and downstream terminal applications, with a shift from single product supply to comprehensive solution services [1][3]. Market Dynamics - The market for new energy insulation materials is expanding rapidly, with electric vehicles being the core growth market. The demand for insulation materials in photovoltaics, wind power, and energy storage is also increasing significantly [1][4]. - The insulation materials market is projected to reach 66 billion yuan by 2025, driven by the rapid growth of the new energy vehicle sector, which is expected to see production and sales exceed 14.9 million units, with a year-on-year growth rate of over 30% [4][7]. Policy Support - A series of policies have been introduced to support the new energy insulation materials industry, including guidelines for enhancing safety systems in electric vehicle enterprises and plans for green and low-carbon innovation in power equipment [3][4]. Competitive Landscape - The competitive landscape is characterized by a shift towards high-end, green, and localized production, with domestic companies accelerating technological breakthroughs to reduce reliance on imports [1][8]. - Key players in the market include Dongcai Technology, Ping An Electric, and others, with a focus on high-performance materials such as silicone rubber and polyimide films [1][4]. Future Trends - The industry is expected to evolve towards high-end, green, localized, and integrated development, with a focus on technological innovations such as nanocomposites and bio-based materials [8][9]. - The trend of domestic substitution will deepen, with leading companies breaking foreign monopolies in high-end products and enhancing market concentration through mergers and acquisitions [9][10]. - There will be a shift from merely providing products to offering customized solutions, enhancing collaboration between upstream raw material suppliers and midstream manufacturers [10].

浙江华正新材料股份有限公司 证券代码：603186 证券简称：华正新材 公告编号2026-002 转债代码：113639 转债简称：华正转债 2025年年度业绩预盈公告 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： ● 本次业绩预告适用于净利润实现扭亏为盈的情形。 ● 经浙江华正新材料股份有限公司（以下简称"公司"）财务部门初步测算，预计2025年年度实现归属于 上市公司股东的净利润为26,000万元到31,000万元，与上年同期相比，将实现扭亏为盈。 ● 经公司财务部门初步测算，预计2025年年度实现归属于上市公司股东的扣除非经常性损益的净利润为 6,000万元到9,000万元。 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年12月31日。 （二）业绩预告情况 二、上年同期经营业绩和财务状况 （一）利润总额：-10,409.33万元。归属于上市公司股东的净利润：-9,743.03万元。归属于上市公司股 东的扣除非经常性损益的净利润：-11,860.88万元。 （二）每股收益： ...