华懋（厦门）新材料科技股份有限公司（以下简称"华懋科技"、"上市公司"、 "公司"）拟通过发行股份及支付现金（部分现金对价由公司全资子公司支付） 的方式，购买：深圳市富创优越科技有限公司 9.93%股权、深圳市洇锐科技有限 公司 100%股权、深圳市富创优越壹号企业管理合伙企业（有限合伙）100%出资 份额、深圳市富创优越贰号企业管理合伙企业（有限合伙）100%出资份额、深 圳市富创优越叁号企业管理合伙企业（有限合伙）100%出资份额，并向东阳华 盛企业管理合伙企业（有限合伙）（以下简称"东阳华盛"）发行股份募集配套资 金（以下简称"本次交易"）。 | 证券代码：603306 | 证券简称：华懋科技 | 公告编号：2025-102 | | --- | --- | --- | | 债券代码：113677 | 债券简称：华懋转债 | | 华懋（厦门）新材料科技股份有限公司 关于重大资产购买暨关联交易相关内幕知情人买卖 股票情况的自查报告 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。 根据《中华人民共和国证券法》《上市公司重大资产 ...

Core Viewpoint - Hua Mao Technology's stock price has experienced fluctuations, with a year-to-date increase of 53.95% but a recent decline of 7.30% over the past five trading days [2] Group 1: Stock Performance - As of October 16, Hua Mao Technology's stock price was 48.53 CNY per share, with a market capitalization of 15.99 billion CNY [1] - The stock has seen a trading volume of 231 million CNY and a turnover rate of 1.43% [1] - Year-to-date, the stock has risen by 53.95%, while it has decreased by 7.30% in the last five trading days [2] Group 2: Financial Performance - For the first half of 2025, Hua Mao Technology reported revenue of 1.11 billion CNY, a year-on-year increase of 14.42%, and a net profit of 137 million CNY, up 3.21% [3] - The company has distributed a total of 884 million CNY in dividends since its A-share listing, with 152 million CNY distributed in the last three years [4] Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders was 19,700, a decrease of 1.75% from the previous period [3] - The top ten circulating shareholders include notable funds, with 博时汇兴回报一年持有期混合 increasing its holdings by 881,600 shares [4]

Core Viewpoint - Huamao Technology's stock has shown significant volatility, with a year-to-date increase of 55.76% but a recent decline of 12.42% over the last five trading days, indicating potential market fluctuations and investor sentiment shifts [1]. Company Overview - Huamao (Xiamen) New Material Technology Co., Ltd. was established on May 16, 2002, and listed on September 26, 2014. The company specializes in the research, production, and processing of automotive safety airbag fabrics and bags [1]. - The main revenue composition includes: airbag bags (66.23%), airbag fabrics (26.44%), other (4.16%), seat belts (3.15%), and rental income (0.03%) [1]. Financial Performance - For the first half of 2025, Huamao Technology achieved operating revenue of 1.108 billion yuan, representing a year-on-year growth of 14.42%. The net profit attributable to the parent company was 137 million yuan, with a growth of 3.21% [2]. - Since its A-share listing, Huamao Technology has distributed a total of 884 million yuan in dividends, with 152 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of Huamao Technology's shareholders was 19,700, a decrease of 1.75% from the previous period. The average circulating shares per person increased by 1.78% to 16,666 shares [2]. - Among the top ten circulating shareholders, Bosera Huixing Return Mixed Fund (011056) is the fourth largest, holding 7.2994 million shares, an increase of 881,600 shares from the previous period. Changxin Jinli Trend Mixed A (519994) is the ninth largest, holding 3 million shares, an increase of 400,000 shares [3]. Market Activity - On October 15, Huamao Technology's stock price rose by 2.04% to 49.10 yuan per share, with a trading volume of 233 million yuan and a turnover rate of 1.47%. The total market capitalization reached 16.178 billion yuan [1]. - The net inflow of main funds was 27.9745 million yuan, with large orders accounting for 36.42% of purchases and 23.86% of sales [1].

Core Viewpoint - The company plans to acquire the remaining 57.84% stake in Fuchuang Youyue for 1.5 billion, aiming for full control and establishing a second growth curve [1][2]. Group 1: Acquisition Details - The total transaction price for acquiring Fuchuang Youyue is 1.504 billion, with 1.023 billion raised through a share issuance and 481 million paid in cash [2]. - The controlling shareholder, Dongyang Huasheng, will fully subscribe to 951 million in supporting financing, increasing its stake from 14.96% to 20.53% [2]. - The financing will be used for a 400 million acquisition payment and 480 million for domestic and international capacity expansion [2]. Group 2: Fuchuang Youyue's Business Overview - Fuchuang Youyue is a leading optical communication service provider with a well-established global production capacity [3]. - The company has over 18 years of experience in optical communication and is one of the largest optical module PCBA manufacturers in China [3]. - Fuchuang Youyue has a strategic production layout in Shenzhen and Malaysia, with plans to expand to 16 production lines by June 2025 [3]. Group 3: Financial Performance - Fuchuang Youyue's revenue and profit are projected to grow significantly, with 2024 revenues expected to reach 1.23 billion, a year-on-year increase of 116% [4]. - In the first four months of 2025, the company achieved revenues of 640 million, with a net profit margin increasing from 4.2% in 2023 to 11.7% [4]. - The core products include high-speed optical module PCBA, copper cable connectors, and maritime communication products, with significant revenue contributions from these segments [4]. Group 4: Investment Outlook - The acquisition of Fuchuang Youyue is expected to enhance the company's position in the semiconductor and computing manufacturing sectors, driven by the ongoing AI wave [5]. - The company forecasts net profits of 543 million, 720 million, and 915 million for 2025-2027, with corresponding year-on-year growth rates of 96%, 33%, and 27% [5]. - The company is rated as a "buy" with projected PE ratios of 31, 24, and 19 for the respective years [5].

Investment Rating - The investment rating for the company is "Buy" and is maintained [7]. Core Views - Huamao Technology is a leader in automotive passive safety, with high capacity utilization of airbag products. The new factory is in the ramp-up phase, expected to drive continuous growth in the automotive segment. The acquisition of the leading optical module PCBA company, Fuchuang Youyue, is progressing, marking the company's entry into semiconductor and computing power manufacturing, creating a new growth avenue. The AI trend is anticipated to drive high growth in the optical module industry, with Fuchuang Youyue's promising outlook likely to boost the company's performance [2][4][9]. Summary by Sections Company Overview - Huamao Technology plans to acquire the remaining 57.84% stake in Fuchuang Youyue, aiming for full control. Prior to this transaction, the company held a 42.16% stake through its subsidiary Huamao Dongyang [4]. Financial Performance - Fuchuang Youyue is a leading optical communication service provider with a well-established global capacity layout. The company has been in the optical communication sector for over 18 years and is one of the largest PCBA manufacturers in China, collaborating with several top global clients. By June 2025, Fuchuang Youyue plans to have a total of 16 production lines [9]. - Fuchuang Youyue's revenue and profit are expected to grow significantly, with projected revenues of 1.23 billion and net profits of 130 million in 2024, representing year-on-year increases of 116% and 434%, respectively. For the first four months of 2025, revenues reached 640 million with a net profit of 70 million, showing an increase in net profit margin from 4.2% in 2023 to 11.7% [9]. Future Projections - The company forecasts net profits for 2025-2027 to be 543 million, 720 million, and 915 million, respectively, with year-on-year growth rates of 96%, 33%, and 27%. The corresponding price-to-earnings ratios are projected to be 31x, 24x, and 19x [9].

Core Insights - The photoresist concept sector saw an increase of 2.76%, ranking 10th among concept sectors, with 52 stocks rising, including Newray Material which hit a 20% limit up [1] - Major gainers in the sector included KMTQ Gas with a limit up, Guolin Technology, and Huate Gas, which rose by 13.39%, 12.52%, and 10.43% respectively [1] - The sector experienced a net inflow of 307 million yuan from main funds, with 26 stocks receiving net inflows, and 8 stocks exceeding 50 million yuan in net inflows [2] Sector Performance - The photoresist sector was among the top gainers, with a daily increase of 2.76% [2] - Other notable sectors included Rare Earth Permanent Magnets with a 6.92% increase and Military Equipment Restructuring Concept with a 3.51% increase [2] Fund Flow Analysis - KMTQ Gas led the net inflow with 252 million yuan, followed by Jingrui Electric Materials and Qiangli New Materials with net inflows of 106 million yuan and 98 million yuan respectively [2] - The top three stocks by net inflow ratio were Xinhua Medical, KMTQ Gas, and Hanghua Shares, with net inflow ratios of 11.07%, 9.58%, and 9.12% respectively [3] Stock Performance - KMTQ Gas had a daily increase of 9.98% with a turnover rate of 14.09% and a main fund flow of 251.87 million yuan [3] - Newray Material achieved a 20% increase with a turnover rate of 14.83% [4] - Guolin Technology and Steel Research Nack also performed well, with increases of 13.39% and 10.43% respectively [4]

Group 1 - On October 10, 137 companies announced a total of 139 stock repurchase updates, including 1 new repurchase plan, 4 plans approved by shareholders, 116 companies reporting implementation progress, and 17 companies completing their repurchase plans [1][2] Group 2 - Baiyun Electric plans to repurchase up to 20 million yuan, while Guoji Automobile, Liansheng Technology, and Heyuan Gas have the highest proposed repurchase amounts at 50 million yuan, 515,300 yuan, and 511,200 yuan respectively [2] - Xugong Machinery, Huamao Technology, and Weichai Power reported the highest repurchase amounts in progress, with 2.75 billion yuan, 782 million yuan, and 761 million yuan respectively [2] - Pingmei Shenhua, Zhengtai Electric, and Liqun Co. have completed the highest repurchase amounts at 1 billion yuan, 500 million yuan, and 219 million yuan respectively [2]

每经头条（nbdtoutiao）——与美元脱钩后，暴涨102倍，揭秘黄金疯涨背后神秘的"无形之手"！专家： 推动金价上涨的逻辑没有变 （记者 张明双） 截至发稿，华懋科技市值为172亿元。 每经AI快讯，华懋科技（SH 603306，收盘价：52.35元）10月9日晚间发布公告称，截至2025年9月30 日，公司通过上海证券交易所交易系统以集中竞价交易方式累计回购公司股份约2114万股，占公司目前 总股本约3.29亿股的比例为6.42%，回购成交的最高价为41.66元/股，最低价为29.5元/股，成交总金额为 人民币约7.82亿元。 2024年1至12月份，华懋科技的营业收入构成为：汽车零配业占比98.66%，其他业务占比1.34%。 ...

华懋（厦门）新材料科技股份有限公司 关于控股股东增持公司股份计划的进展公告 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法律责任。 重要内容提示： | 证券代码：603306 | 证券简称：华懋科技 | 公告编号：2025-099 | | --- | --- | --- | | 债券代码：113677 | 债券简称：华懋转债 | | 2025 年 9 月 30 日，公司披露了《华懋（厦门）新材料科技股份有限公司发 行股份及支付现金购买资产并募集配套资金暨关联交易草案》及相关公告。至此， 东阳华盛的增持行为将不再受发行股份购买资产事项的内幕交易敏感期约束，后 续东阳华盛将结合增持资金到位情况、二级市场价格表现等择机实施本次增持计 划。 二、风险提示 本次增持计划可能存在因资本市场情况变化等因素导致增持计划延期实施 或无法实施的风险；可能存在因增持资金未及时到位，导致增持计划延期实施或 无法实施的风险。如增持计划实施过程中出现上述风险情形，公司将及时根据《上 海证券交易所股票上市规则》《上市公司收购管理办法》和《上市公司自律监管 指引第 ...

| 证券代码：603306 | 证券简称：华懋科技 公告编号：2025-098 | | --- | --- | | 债券代码：113677 | 债券简称：华懋转债 | 华懋（厦门）新材料科技股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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法律责任。 重要内容提示： | 回购方案首次披露日 | 2024/12/5 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 年 月 2024 | 12 | 月 | 日~2025 4 | 年 | 12 | 日 3 | | 预计回购金额 | 40,000万元~80,000万元 | | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | | | | | | | □为维护公司价值及股东权益 | | | | | | | | 累计已回购股数 | 2,113.8449万股 | | | | | ...