宏和电子材料科技股份有限公司2025 年第三季度报告 第三季度财务报表是否经审计 □是√否 证券代码：603256 证券简称：宏和科技 宏和电子材料科技股份有限公司 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。 公司负责人毛嘉明、主管会计工作负责人黄郁佳及会计机构负责人（会计主管人员）胡利保证季 度报告中财务信息的真实、准确、完整。 一、主要财务数据 （一） 主要会计数据和财务指标 单位：元 币种：人民币 | | | 本报告期比 | | 年初至报告期 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期增 | 年初至报告期末 | 末比上年同期 | | | | 减变动幅度 | | 增减变动幅度 | | | | (%) | | (%) | | 营业收入 | 302,091,675.14 | 43.10 ...

Core Viewpoint - Honghe Technology (603256.SH) reported significant growth in both revenue and net profit for the third quarter and the first three quarters of the year, driven by increased prices and sales of electronic-grade fiberglass cloth [1] Financial Performance - In Q3, the company achieved revenue of 302 million yuan, a year-on-year increase of 43.10% [1] - The net profit attributable to shareholders for Q3 was 51.43 million yuan, reflecting a year-on-year growth of 644.41% [1] - For the first three quarters, the company reported revenue of 852 million yuan, up 37.76% year-on-year [1] - The net profit attributable to shareholders for the first three quarters reached 139 million yuan, marking a substantial year-on-year increase of 1696.45% [1] Drivers of Growth - The significant performance improvement is attributed to the rise in prices of mid-to-high-end electronic-grade fiberglass cloth and an increase in sales volume [1] - The company is set to begin mass production and delivery of high-performance products, including low dielectric constant fiberglass cloth and low thermal expansion coefficient fiberglass cloth, starting in the first half of 2025, which is expected to further boost revenue and net profit [1]

Core Viewpoint - Macro Technology (603256.SH) reported significant growth in revenue and net profit for the third quarter and the first three quarters of the year, driven by increased prices and sales of electronic-grade fiberglass cloth [1] Financial Performance - In Q3, the company achieved revenue of 302 million yuan, representing a year-on-year increase of 43.10% [1] - The net profit attributable to shareholders was 51.43 million yuan, showing a remarkable year-on-year growth of 644.41% [1] - For the first three quarters, the total revenue reached 852 million yuan, with a year-on-year growth of 37.76% [1] - The net profit attributable to shareholders for the first three quarters was 139 million yuan, reflecting a substantial year-on-year increase of 1696.45% [1] Drivers of Growth - The significant performance improvement is primarily attributed to the year-on-year increase in prices of mid-to-high-end electronic-grade fiberglass cloth and an increase in sales volume [1] - The company is set to begin mass production and delivery of high-performance products, including low dielectric constant fiberglass cloth and low thermal expansion coefficient fiberglass cloth, starting in the first half of 2025, which is expected to further boost revenue and net profit [1]

Market Performance - The glass and fiberglass sector increased by 4.08% compared to the previous trading day, with Honghe Technology leading the gains [1] - The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1] Stock Performance - Honghe Technology (603256) closed at 42.33, with a rise of 10.01% and a trading volume of 212,200 shares, amounting to 893 million yuan [1] - Yaopi Glass (618009) saw a 6.21% increase, closing at 8.21 with a trading volume of 489,500 shares, totaling 402 million yuan [1] - Other notable stocks include: - Financial Technology (600586) up 4.89% to 5.15, with a trading volume of 591,900 shares, totaling 300 million yuan [1] - China Jushi (600176) up 2.99% to 16.56, with a trading volume of 571,600 shares, totaling 941 million yuan [1] Capital Flow - The glass and fiberglass sector experienced a net inflow of 187 million yuan from institutional investors, while retail investors saw a net outflow of 35.96 million yuan [1] - Detailed capital flow for key stocks includes: - Honghe Technology had a net inflow of 107 million yuan from institutional investors, but a net outflow of 74.13 million yuan from retail investors [2] - Yaopi Glass had a net inflow of 70.62 million yuan from institutional investors, with a net outflow of 32.97 million yuan from retail investors [2] - China Jushi recorded a net inflow of 43.82 million yuan from institutional investors, with a net outflow of 4.10 million yuan from retail investors [2]

Group 1 - The core viewpoint of the news highlights the performance of various stocks in the A-share market, particularly focusing on the stocks that have achieved consecutive trading limit increases, indicating strong investor interest and market momentum [1][2]. Group 2 - A total of 66 stocks in the A-share market reached their daily limit up on October 29, showcasing a robust market performance [1]. - Notable stocks include ST Zhongtong with 9 consecutive limit ups in the real estate sector, and Shikong Technology with 6 consecutive limit ups in the storage chip sector [2]. - In the PCB concept sector, both Zhongtung High-tech and Honghe Technology achieved 2 consecutive limit ups, reflecting positive market sentiment towards these companies [1][2].

Core Viewpoint - Honghe Technology's (603256.SH) private placement has been approved by the Shanghai Stock Exchange, aiming to raise a total of 994.6064 million yuan for various projects and working capital [1][4]. Fundraising Details - The total investment for the projects is 1.092 billion yuan, with 992.6064 million yuan allocated for specific uses, including: - 632.6305 million yuan for the construction of a high-performance glass fiber yarn production line - 81.9759 million yuan for the establishment of a high-performance special glass fiber research and development center - 280 million yuan for supplementing working capital and repaying loans [2][4]. Issuance Methodology - The issuance will adopt a competitive bidding method, with the issuance price set at no less than 80% of the average trading price of the company's shares over the 20 trading days prior to the pricing date [2]. Shareholder Structure - The number of shares issued will not exceed 263,918,250, which is within 30% of the company's total share capital before the issuance. The final number of shares will be determined by the board of directors based on specific circumstances and in consultation with the lead underwriter [2][3]. Target Investors - The issuance targets no more than 35 specific investors, including various financial institutions and qualified investors. The relationship between the company and the investors will be disclosed after the issuance [3][4]. Control and Management - After the issuance, Far East International Co., Ltd. will remain the controlling shareholder, holding 74.84% of the shares. The actual controllers are Wang Wenyang and his daughter Grace Tsu Han Wong [4][5]. Underwriting Information - The lead underwriter for this issuance is CITIC Securities Co., Ltd., with representatives Chen Jingwen and Liu Mengjia overseeing the process [5].

Core Viewpoint - The Huawei mobile concept stock has seen a rise of 1.11%, ranking 9th among concept sectors, with significant gains from several stocks within the sector [1][2]. Group 1: Stock Performance - The Huawei mobile concept sector includes 20 stocks that rose, with notable gains from Honghe Technology, Jingwang Electronics, and Antai Technology, which hit the daily limit, increasing by 10.01%, 10.00%, and 7.12% respectively [1][3]. - The stocks with the largest declines include YS Technology, Anli Co., and Taigang Stainless Steel, which fell by 3.46%, 2.75%, and 1.92% respectively [1][3]. Group 2: Capital Flow - The Huawei mobile concept sector experienced a net inflow of 155 million yuan, with 12 stocks receiving net inflows, and 6 stocks seeing inflows exceeding 50 million yuan [2][3]. - Honghe Technology led the net inflow with 336 million yuan, followed by Haowei Group, Furi Electronics, and Antai Technology with net inflows of 282 million yuan, 268 million yuan, and 203 million yuan respectively [2][3]. Group 3: Capital Inflow Ratios - The top stocks by net inflow ratio include Honghe Technology, Furi Electronics, and Qiangrui Technology, with ratios of 33.11%, 13.66%, and 10.34% respectively [3][4]. - The data indicates a strong interest from main capital in the Huawei mobile concept stocks, reflecting positive market sentiment [3].

Market Overview - The Shanghai Composite Index fell by 0.22% on October 28, with 10 sectors experiencing gains, led by the comprehensive and defense industries, which rose by 2.06% and 1.07% respectively [1] - The building materials sector saw a slight increase of 0.01% with a net inflow of 286 million yuan in capital [1] Building Materials Sector - Within the building materials sector, 71 stocks were tracked, with 38 stocks rising and 3 hitting the daily limit up, while 33 stocks declined [1] - Notable stocks with significant capital inflow included Honghe Technology, which had a net inflow of 336 million yuan, followed by China National Materials and International Composite Materials with inflows of 162 million yuan and 86.3 million yuan respectively [1] - The top three stocks with the largest capital outflow were Oriental Yuhong, Tibet Tianlu, and Conch Cement, with outflows of 81.54 million yuan, 81.08 million yuan, and 60.64 million yuan respectively [1] Key Stock Performances - Honghe Technology experienced a rise of 10.01% with a turnover rate of 3.09% and a capital flow of approximately 335.56 million yuan [2] - China National Materials increased by 6.87% with a capital flow of about 162.44 million yuan [2] - International Composite Materials rose by 5.23% with a capital flow of approximately 86.30 million yuan [2] - Conch Cement saw a decline of 1.52% with a capital outflow of 60.64 million yuan [2] - Oriental Yuhong decreased by 1.13% with a capital outflow of 81.54 million yuan [2]

Core Insights - The glass and fiberglass sector experienced a 3.3% increase on October 28, with Honghe Technology leading the gains [1] - The Shanghai Composite Index closed at 3988.22, down 0.22%, while the Shenzhen Component Index closed at 13430.1, down 0.44% [1] Stock Performance - Honghe Technology (603256) closed at 38.48, up 10.01%, with a trading volume of 271,500 shares and a turnover of 1.014 billion yuan [1] - Zhongcai Technology (002080) closed at 34.54, up 6.87%, with a trading volume of 744,600 shares and a turnover of 2.524 billion yuan [1] - International Composite (301526) closed at 6.64, up 5.23%, with a trading volume of 1,683,700 shares and a turnover of 1.102 billion yuan [1] - Other notable performers include Changhai Co. (300196) up 2.26%, Kaisheng New Energy (600876) up 2.10%, and Jiuding New Materials (002201) up 1.98% [1] Capital Flow - The glass and fiberglass sector saw a net inflow of 597 million yuan from institutional investors, while retail investors experienced a net outflow of 498 million yuan [2] - The main capital inflow was led by Honghe Technology with a net inflow of 331 million yuan, accounting for 32.70% of its trading volume [3] - Zhongcai Technology followed with a net inflow of 179 million yuan, representing 7.08% of its trading volume [3]

中国经济网北京10月28日讯 宏和科技(SH:603256)今日股价涨停，截至收盘报38.48元，涨幅 10.01%，总市值338.52亿元。 （责任编辑：康博） ...