证券时报•数据宝统计显示，福斯特今日收盘价为16.13元，上涨5.29%，日换手率为3.10%，成交额为 12.81亿元，全天主力资金净流入1.28亿元，近5日该股累计上涨7.46%，近5日资金合计净流入3.11亿 元。 （原标题：福斯特现6笔大宗交易 均为折价成交） 福斯特9月5日大宗交易平台共发生6笔成交，合计成交量106.70万股，成交金额1566.36万元。成交价格 均为14.68元，相对今日收盘价折价8.99%。从参与大宗交易营业部来看，机构专用席位共出现在3笔成 交的买方或卖方营业部中，合计成交金额为631.24万元，净买入631.24万元。 进一步统计，近3个月内该股累计发生11笔大宗交易，合计成交金额为5548.20万元。 | 成交量 | 成交金 | 成交价 | 相对当 日 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额 | 格 | 收盘折 | 买方营业部 | 卖方营业部 | | 股） | （万 | （元） | 溢价 | | | | | 元） | | （%） | | | | 27.00 | 396.36 | 14.68 | -8.99 ...

光伏行业正从"价格厮杀"走向"价值重构"，随着政策与市场双重共振，产业链各环节迎来全面复苏，这 些龙头企业将率先受益。 光伏行业在2025年迎来了从"量变"到"质变"的关键转折。上半年行业呈现显著复苏，重点企业业绩亮 眼。 横店东磁归属于股东净利润同比增长58.94%，锦浪科技增速更是达到70.96%。 随着"反内卷"政策持续落地，光伏主产业链价格体系正逐步回归理性周期波动模式。近期产业链数据显 示从硅料到组件环节，主链基本面全面改善，标志着产业链在经历价格触底和主动去库存后，正在迎来 拐点。 01 行业拐点已至，基本面全面改善 2025年上半年，中国光伏产业在经历周期波动后迎来修复拐点。A股光伏设备板块70家上市公司中，近 半数已披露半年报或业绩预告，业绩向好态势明显。 政策引导下的市场秩序优化是本次复苏的重要推手。相关管理部门通过遏制无序产能扩张、规范技术标 准等措施，有效缓解了产业链各环节的价格恶性竞争问题。 上游多晶硅料价格自2025年7月起持续回升，其中N型复投料成交价突破5万元/吨，推动主产业链盈利空 间逐步修复。 需求端同样传来利好。2025年1-7月国内新增光伏装机223.25GW，同比增长8 ...

证券日报网讯 9月5日晚间，福斯特发布公告称，公司计划于2025年9月15日（星期一）09：00-10：00 举行2025年半年度业绩说明会。 （文章来源：证券日报） ...

9月5日，福斯特大宗交易成交106.7万股，成交额1566.36万元，占当日总成交额的1.21%，成交价14.68 元，较市场收盘价16.13元折价8.99%。 | 交易日期 | 任前国际 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入管业部 | | 奥斯精选部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-09-05 | 福斯特 | 603806 | 14.68 | 396.36 | 27 | 中信证券股份有限 公司总部(非营业 | 广发证券股份有限 公司杭州学院路证 | 중 | | | | | | | | 墙所) | 券営业部 | | | 2025-09-05 | 福斯特 | 603806 | 14.68 | 303.88 | 20.7 | 华型证券股份有限 公司北京分公司 | 广发证券股份有限 公司机械实际路域 | Ka | | | | | | ATUV25 | | | | | | | | | | | | | 有管业部 | | | 2025-09-05 | 福斯特 | 603 ...

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： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 | 证券代码：603806 | 证券简称：福斯特 | | 公告编号：2025-060 | | --- | --- | --- | --- | | 转债代码：113661 | 转债简称：福 22 | 转债 | | 杭州福斯特应用材料股份有限公司 关于召开 2025 年半年度业绩说明会的公告 总经理：周光大先生 投资者可于 2025 年 09 月 08 日（星期一）至 09 月 12 日（星期五）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司投资者关系邮 箱：fst-zqb@firstpvm.com 进行提问。公司将在说明会上对投资者普遍关注的 问题进行回答。 杭州福斯特应用材料股份有限公司（以下简称"公司"）已于 2025 年 8 月 27 日发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度经营成果、财务 ...

Core Viewpoint - Foster experienced significant trading activity on September 4, with a total of 2.824 million shares traded, amounting to 39.8184 million yuan, at a price of 14.10 yuan, reflecting a discount of 7.96% compared to the closing price of 15.32 yuan [2][3] Trading Activity Summary - On September 4, there were 5 transactions on the block trading platform for Foster, with a total trading volume of 2.824 million shares and a total transaction value of 39.8184 million yuan [2] - The average transaction price was 14.10 yuan, which is 7.96% lower than the closing price of 15.32 yuan [2][3] - Institutional participation was noted in one of the transactions, with a total transaction amount of 4.935 million yuan, resulting in a net purchase of 4.935 million yuan [2] Market Performance Summary - Foster's closing price on September 4 was 15.32 yuan, marking a 5.00% increase, with a daily turnover rate of 3.09% and a total transaction amount of 1.215 billion yuan [2] - The net inflow of main funds for the day was 185 million yuan, and the stock has seen a cumulative increase of 2.54% over the past five days, with a total net inflow of 211 million yuan during that period [2] Margin Financing Summary - The latest margin financing balance for Foster is 520 million yuan, with a decrease of 3.5602 million yuan over the past five days, representing a decline of 0.68% [3] - In the past five days, four institutions have provided ratings for the stock, with Huachuang Securities setting the highest target price at 18.63 yuan as of September 4 [3]

9月4日，福斯特大宗交易成交282.4万股，成交额3981.84万元，占当日总成交额的3.17%，成交价14.1 元，较市场收盘价15.32元折价7.96%。 | 交易日期 | 证券高核 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 原田蒙里因 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-09-04 | 福斯特 | 603806 | 14.1 | 1692 | 120 | 瑞银证券有限责任 | 广发证券股份有限 | 188 | | | | | | | | 公司上海花园石桥 | 公司杭州学院路证 | | | | | | | | | 路证券营业部 | 券営业部 | | | 2025-09-04 | 提斯特 | 603806 | 14.1 | 1201.32 | 85.2 | 华泰证券股份有限 公司北京分公司 | 广发证券股份有限 公司杭州学院路证 | Ka | | | | | | | | | 药营业感 | | | 2025-09-04 | 福斯特 | 25/04/23 ...

汇丰晋信龙腾混合A（540002）基金经理为陆彬。 9月4日，福斯特涨5.14%，截至发稿，报15.34元/股，成交8.96亿元，换手率2.28%，总市值400.18亿 元。 资料显示，杭州福斯特应用材料股份有限公司位于浙江省杭州市临安区锦北街道福斯特街8号，成立日 期2003年5月12日，上市日期2014年9月5日，公司主营业务涉及太阳能电池胶膜、共聚酰胺丝网状热熔 胶膜、太阳能电池背板等产品的研发、生产和销售。主营业务收入构成为：光伏胶膜90.65%，感光干 膜4.08%，光伏背板2.20%，其他1.25%，铝塑膜0.81%，其他(补充)0.71%，太阳能发电系统0.30%。 从基金十大重仓股角度 数据显示，汇丰晋信基金旗下1只基金重仓福斯特。汇丰晋信龙腾混合A（540002）二季度增持22.74万 股，持有股数302.58万股，占基金净值比例为6.01%，位居第十大重仓股。根据测算，今日浮盈赚取约 226.93万元。 汇丰晋信龙腾混合A（540002）成立日期2006年9月27日，最新规模5.36亿。今年以来收益11.76%，同 类排名5207/8180；近一年收益41.72%，同类排名3188/797 ...

Company Overview - Foster is located in Lin'an District, Hangzhou, Zhejiang Province, established on May 12, 2003, and listed on September 5, 2014 [2] - The main business includes research, production, and sales of solar cell encapsulation films, polyamide mesh hot melt adhesive films, and solar cell backsheets [2] - Revenue composition: photovoltaic encapsulation films 90.65%, photosensitive dry films 4.08%, photovoltaic backsheets 2.20%, others 3.07% [2] Financial Performance - For the first half of 2025, Foster achieved operating revenue of 7.959 billion yuan, a year-on-year decrease of 26.06% [2] - The net profit attributable to shareholders was 496 million yuan, down 46.60% year-on-year [2] - Cumulative cash dividends since A-share listing amount to 3.669 billion yuan, with 1.361 billion yuan distributed in the last three years [3] Stock Market Activity - As of September 2, Foster's stock price was 14.48 yuan per share, with a market capitalization of 37.775 billion yuan [1] - Year-to-date stock price change is a decrease of 0.41%, with a 1.63% drop over the last five trading days [1] - The stock has appeared on the "龙虎榜" once this year, with a net buy of 1.40 billion yuan on July 29 [1] Shareholder Structure - As of June 30, 2025, the number of shareholders was 71,700, a decrease of 0.28% from the previous period [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the third-largest shareholder, holding 95.8434 million shares, an increase of 21.0567 million shares [3] - New entrants and changes in the top ten shareholders include E Fund's CSI 300 ETF and changes in holdings by other institutional investors [3]

Core Viewpoint - Foster's profitability in the photovoltaic film segment is under pressure, but its competitive advantages may help it navigate through the cycle smoothly [1][2]. Financial Performance - In H1 2025, the company reported revenue of 7.959 billion yuan, a year-on-year decrease of 26.06%, and a net profit of 496 million yuan, down 46.60% year-on-year [1]. - In Q2 2025, revenue was 4.334 billion yuan, a decrease of 20.36% year-on-year but an increase of 19.58% quarter-on-quarter; net profit was 95 million yuan, down 76.75% year-on-year and 76.41% quarter-on-quarter [1]. Photovoltaic Film Segment - In H1 2025, the company sold 1.386 billion square meters of photovoltaic film, maintaining sales volume year-on-year, but revenue fell to 7.215 billion yuan, a decrease of 26.97% [2]. - The sales volume of photovoltaic backsheet was 33.6994 million square meters, down 50.28% year-on-year, with revenue of 175 million yuan, a decline of 57.78% [2]. - The company aims to enhance R&D investment and expand overseas production capacity to meet high demand in emerging markets [2]. Electronic Materials Segment - The electronic materials division saw significant growth, with sales of photosensitive dry film reaching 89.5948 million square meters, up 21.62% year-on-year, generating revenue of 325 million yuan, an increase of 17.93% [3]. - The aluminum-plastic film sales volume was 6.6584 million square meters, up 18.77% year-on-year, with revenue of 64.4174 million yuan, a growth of 9.37% [3]. Investment Outlook - Revenue projections for 2025-2027 are 17.585 billion yuan, 20.152 billion yuan, and 23.163 billion yuan, with corresponding growth rates of -8.2%, 14.6%, and 14.9% [4]. - Net profit forecasts for the same period are 1.323 billion yuan, 1.836 billion yuan, and 2.339 billion yuan, with growth rates of 1.2%, 38.8%, and 27.4% [4]. - The company is positioned as a leading player in the photovoltaic film market, expected to navigate the industry cycle effectively [4].