Core Viewpoint - Debang Technology (688035.SH) has stated that its thermal interface materials have not yet been applied in HBM (High Bandwidth Memory) [1] Group 1 - The company is currently not utilizing its thermal interface materials in the HBM sector [1]

Core Viewpoint - Debon Technology (688035.SH) clarified on the investor interaction platform that the company does not hold any stake in Yushu Technology [1] Group 1 - Debon Technology confirmed its non-involvement with Yushu Technology [1]

Core Insights - The latest investment direction of the "National Big Fund" has emerged, with 30 A-share listed companies having the fund as a significant shareholder [1] Group 1: Investment Holdings - The "National Big Fund" has significant holdings in companies such as Northern Huachuang, Hushi Silicon Industry, and Tuojing Technology, among others [1] - The fund's investments are primarily in the semiconductor and integrated circuit sectors, reflecting a strategic focus on these industries [1] Group 2: Company Performance - Northern Huachuang reported a Q3 revenue of 11.16 billion yuan, a year-on-year increase of 38.31%, with a net profit of 1.92 billion yuan, up 14.60% [3] - Hushi Silicon Industry achieved a Q3 revenue of 944 million yuan, a 3.79% increase, but reported a net loss of 265 million yuan [4] - Tuojing Technology saw a significant Q3 revenue increase of 124.15% to 2.27 billion yuan, with a net profit of 462 million yuan, up 225.07% [5]

Core Viewpoint - Debon Technology announced that it did not repurchase its shares through centralized bidding by October 2025 [1] Group 1 - The company released an announcement on the evening of October 31 [1]

烟台德邦科技股份有限公司 关于第二期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 | 2025/4/4 | | | | | | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 4 2 年 月 1 | 年 | 月 | 日~2026 | 4 日 | | 预计回购金额 | 4,000万元~8,000万元 | | | | | | 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 | 804,951股 | | | | | | 累计已回购股数占总股本比例 | 0.5659% | | | | | | 累计已回购金额 | 3,087.36万元 | | | | | | 实际回购价格区间 | 35.79元/股~40.45元/股 | | | | | 一 ...

Core Viewpoint - Debang Technology is a leading enterprise in the high-end electronic packaging materials sector in China, focusing on R&D and industrialization of these materials, with significant technical barriers [1] Group 1: Business Performance - In Q3 2025, Debang Technology reported revenue of 1.09 billion, ranking 17th among 35 companies in the industry, below the industry leader Xilong Science's 5.32 billion and the second place Guoci Materials' 3.28 billion [2] - The company's net profit for the same period was 70.43 million, ranking 22nd in the industry, significantly lower than the top performer Anji Technology's 608 million and the second place Dinglong Co.'s 585 million [2] - The revenue composition includes 359 million from new energy application materials (52.06%), 167 million from smart terminal packaging materials (24.14%), and 113 million from integrated circuit packaging materials (16.39%) [2] Group 2: Financial Ratios - As of Q3 2025, Debang Technology's debt-to-asset ratio was 26.82%, an increase from 17.21% year-on-year, but still below the industry average of 28.64%, indicating good solvency [3] - The gross profit margin for the same period was 27.98%, up from 26.63% year-on-year, but lower than the industry average of 31.60%, suggesting room for improvement in profitability [3] Group 3: Executive Compensation - The chairman, Jie Haihua, received a salary of 860,900, an increase of 156,100 from the previous year [4] - The general manager, Chen Tianan, earned 1,319,200, up by 190,600 from the previous year [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 10.30% to 11,700, with an average holding of 12,200 shares, up by 45.20% [5] - The company reported a year-on-year revenue growth of 39% and a net profit growth of 15% for the first three quarters of 2025 [5] Group 5: Future Projections - Revenue projections for 2025 to 2027 are 1.55 billion, 1.97 billion, and 2.45 billion respectively, with net profits expected to be 140 million, 230 million, and 320 million [5] - The integrated circuit packaging materials segment saw a revenue increase of 87.79% year-on-year, while smart terminal packaging materials grew by 53.07% [6]

烟台德邦科技股份有限公司 董事、高级管理人员所持公司股份及其变动 管理制度 第一条 为规范烟台德邦科技股份有限公司（以下简称"公司"）董事、 高级管理人员所持公司股份及其变动的管理，根据《中华人民共和国公司法》（以 下简称《公司法》）《中华人民共和国证券法》（以下简称《证券法》）《上市 公司董事和高级管理人员所持公司股份及其变动管理规则》《上海证券交易所科 创板股票上市规则》《上海证券交易所上市公司自律监管指引第 8 号——股份变 动管理》《上海证券交易所上市公司自律监管指引第 15 号——股东及董事、高 级管理人员减持股份》等相关法律法规、规范性文件和《烟台德邦科技股份有限 公司章程》（以下简称《公司章程》），结合公司实际情况，制定本制度。 第二条 公司股东以及董事、高级管理人员等主体所持股份变动行为应当 遵守法律法规、证券交易所相关规定以及《公司章程》等规定。 公司股东以及董事、高级管理人员等主体对持有股份比例、持有期限、变动 方式、变动数量、变动价格等作出承诺的，应当严格履行所作出的承诺。 第三条 公司董事、高级管理人员所持公司股份，是指登记在其名下和利 用他人账户持有的所有公司股份。 公司董事和高级管 ...

证券代码：688035 证券简称：德邦科技 公告编号：2025-076 烟台德邦科技股份有限公司 第二届董事会第二十一次会议决议公告 本公司董事会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、准确性和完整性依法承担法律责任。 一、董事会会议召开情况 烟台德邦科技股份有限公司（以下简称"公司"）第二届董事会第二十一次 会议于 2025 年 10 月 24 日以现场结合通讯表决的方式召开。本次会议通知及相 关资料已于 2025 年 10 月 17 日以电子邮件的方式送达全体董事。本次董事会由 董事长解海华先生主持，会议应出席董事人数为 9 人，实际到会人数为 9 人。本 次董事会的召集与召开程序、出席会议人员资格及表决程序、决议内容符合《中 华人民共和国公司法》及《烟台德邦科技股份有限公司章程》的有关规定，会议 做出的决议合法、有效。 二、董事会会议审议情况 经公司董事会以记名方式表决，本次董事会审议并通过了以下议案： （一）审议通过《关于 2025 年第三季度报告的议案》 本议案已经审计委员会会议审议通过，并同意提交董事会审议。 董事会认为：公司 2025 年第三季度报 ...

Group 1 - The core point of the article is that Debang Technology (SH 688035) held its 20th meeting of the second board session on October 24, 2025, to review proposals related to the revision and establishment of certain corporate governance systems [1] - For the fiscal year 2024, Debang Technology's revenue composition is heavily weighted towards electronic packaging materials, which account for 99.85% of total revenue, while other businesses contribute only 0.15% [1] - As of the time of reporting, Debang Technology has a market capitalization of 7.5 billion yuan [1] Group 2 - The article also highlights the booming secondary market for biopharmaceuticals in China, with overseas licensing deals reaching 80 billion USD this year, while the primary market is experiencing a fundraising slowdown [1]

Financial Performance - The company's operating revenue for the third quarter reached ¥399,900,134.71, representing a year-on-year increase of 24.56% and a year-to-date increase of 39.01%[3] - The total profit for the quarter was ¥26,849,644.41, showing a decrease of 14.21% compared to the same period last year, while the year-to-date profit increased by 11.02% to ¥76,854,060.64[3] - The net profit attributable to shareholders was ¥24,175,197.33, down 9.58% year-on-year, but up 15.39% year-to-date[3] - Total operating revenue for the first three quarters of 2025 reached ¥1,089,840,498.04, a 39.0% increase from ¥784,027,638.02 in the same period of 2024[20] - Net profit for the first three quarters of 2025 was ¥70,431,751.75, representing a 18.5% increase compared to ¥59,343,316.78 in the previous year[21] - Operating profit for the first three quarters of 2025 was ¥76,660,043.88, an increase from ¥68,852,309.49 in the same period of 2024[21] - Earnings per share for the first three quarters of 2025 was ¥0.50, compared to ¥0.43 in the same period of 2024[22] Research and Development - Research and development expenses totaled ¥19,949,074.25 for the quarter, an increase of 30.33% year-on-year, and accounted for 4.99% of operating revenue[4] - The company plans to continue investing in research and development, with R&D expenses for the first three quarters of 2025 totaling ¥57,722,603.04, up from ¥41,675,767.39 in the previous year[21] Cash Flow and Liquidity - The net cash flow from operating activities for the year-to-date was -¥9,890,514.84, indicating a significant decrease of 105.40%[3] - In the first three quarters of 2025, the cash inflow from operating activities was CNY 799,513,038.65, an increase of 18.74% compared to CNY 673,136,872.26 in the same period of 2024[24] - The net cash flow from operating activities was negative at CNY -9,890,514.84, a significant decline from CNY 183,152,564.41 in the previous year[24] - Cash inflow from investment activities totaled CNY 1,436,700,045.16, down 30.61% from CNY 2,070,982,742.40 in the prior year[25] - The net cash flow from investment activities was CNY -172,939,377.80, compared to CNY -1,715,132.76 in the same period last year[25] - Cash inflow from financing activities was CNY 183,451,258.73, an increase of 43.83% from CNY 127,572,448.56 in 2024[25] - The net cash flow from financing activities was CNY -16,894,872.77, an improvement from CNY -84,057,601.41 in the previous year[25] - The total cash and cash equivalents at the end of the period were CNY 286,684,319.56, down from CNY 471,659,913.33 at the end of the same period in 2024[25] - The company reported a significant increase in cash paid for purchasing goods and services, totaling CNY 540,661,753.87, compared to CNY 298,385,266.75 in the previous year, reflecting a 81.06% increase[24] - Cash received from other operating activities increased to CNY 64,656,628.76, up from CNY 16,569,147.75, marking a 289.36% increase[24] Shareholder Information - The total number of common shareholders at the end of the reporting period is 11,686[12] - The largest shareholder, the National Integrated Circuit Industry Investment Fund, holds 20,838,654 shares, representing 14.65% of total shares[12] Assets and Liabilities - The total assets at the end of the reporting period were ¥3,195,598,111.05, reflecting a 7.61% increase from the end of the previous year[4] - Total liabilities amounted to ¥856,957,149.35, an increase from ¥659,346,213.14 year-over-year[21] - Current liabilities rose to ¥665,108,028.15 from ¥581,611,333.96, an increase of about 14.4%[16] - The company's goodwill increased significantly to ¥202,751,298.25 from ¥7,099,450.64, reflecting a substantial rise[16] - The total non-current assets increased to ¥1,486,801,383.62 from ¥1,109,345,306.97, showing a growth of approximately 33.9%[16] Other Financial Metrics - The company reported a diluted earnings per share of ¥0.17 for the quarter, a decrease of 10.53% year-on-year, while the year-to-date figure remained at ¥0.50, an increase of 16.28%[4] - The weighted average return on equity decreased to 1.05%, down 0.12 percentage points from the previous year[4] - The company reported a decrease in other comprehensive income, with a net amount of -¥289,908.01 compared to -¥23,545.56 in the previous year[22] Government Support - The company received government subsidies amounting to ¥687,089.08 during the quarter, contributing positively to its financial performance[6] Strategic Focus - The company emphasized its commitment to increasing market share and technological leadership, particularly in the new energy sector, which has shown stable growth in product shipments despite price declines in the industry[10] Accounting Standards - The company has not yet adopted the new accounting standards, as indicated in the announcement[26]