1月30日，世华科技涨5.11%，截至发稿，报38.28元/股，成交1.46亿元，换手率1.51%，总市值107.33亿 元。 资料显示，苏州世华新材料科技股份有限公司位于江苏省苏州市吴江经济技术开发区大光路168号，成 立日期2010年4月14日，上市日期2020年9月30日，公司主营业务涉及功能性材料的研发、生产及销售。 主营业务收入构成为：功能性电子材料62.90%，高性能光学材料36.81%，其他0.22%，其他业务 0.07%。 从基金十大重仓股角度 光大保德信诚鑫混合A（003115）基金经理为朱剑涛。 截至发稿，朱剑涛累计任职时间1年270天，现任基金资产总规模16.95亿元，任职期间最佳基金回报 73.75%， 任职期间最差基金回报0%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，光大保德信基金旗下1只基金重仓世华科技。光大保德信诚鑫混合A（003115）四季度持有 股数2973股 ...

北京植德律师事务所 关于苏州世华新材料科技股份有限公司 控股股东之一致行动人 增持公司股份的 法律意见书 植德(证)字[2026]0001-1 号 二〇二六年一月 北京植德律师事务所 Merits & Tree Law Offices 北京市东城区东直门南大街 1 号来福士中心办公楼 12 层 邮编: 100007 12th Floor, Raffles City Beijing Office Tower, No.1 Dongzhimen South Street, Dongcheng District, Beijing 100007 P.R.C 电话(Tel):010-56500900 传真(Fax): 010-56500999 www.meritsandtree.com 北京植德律师事务所 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》")、《上市公司收购管理办法》(以下简称"《收购 管理办法》")、《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》等法律、行政法规、部门规章及其他规范性文件(以下简称"法律法规") 的有关规定, ...

证券代码：688093 证券简称：世华科技 公告编号：2026-002 苏州世华新材料科技股份有限公司 关于控股股东一致行动人增持公司股份计划 实施完毕暨增持结果公告 本公司董事会、全体董事及相关股东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。 重要内容提示： 已披露增持计划情况 苏州世华新材料科技股份有限公司（以下简称"公司"）于 2025 年 1 月 9 日 在上海证券交易所网站（www.sse.com.cn）披露了《苏州世华新材料科技股份有 限公司关于控股股东一致行动人增持公司股份计划的公告》（公告编号： 2025-007）。为积极响应中国证监会鼓励上市公司控股股东、实际控制人增持上 市公司股票的号召，且基于对公司未来持续稳定发展的坚定信心及对公司长期投 资价值的认可，公司控股股东、实际控制人顾正青先生之一致行动人耶弗有投资 发展（苏州）有限公司（以下简称"耶弗有投资"）拟自 2025 年 1 月 9 日起 12 个 月内，以银行专项贷款和自有资金，通过上海证券交易所交易系统以集中竞价交 易方式增持公司无限售流通 A 股股份，增持金额 ...

2025 年 11 月 4 日，世拓材料办理完成了本项目的《江苏省投资项目备案证》 （备案证号：张保投资备[2025]309 号，项目名称：高性能光学和集成电路高分 子材料项目，项目总投资：50,000 万元，计划开工时间：2026 年）。 近日，世拓材料参与了张家港市自然资源和规划局以网上挂牌方式公开出让 的国有建设用地使用权竞拍，成功竞得本项目 34,722.1 平方米的建设用地使用权， 并与张家港市自然资源和规划局签署了《国有建设用地使用权出让合同》（以下 简称"《出让合同》"）。 上述事项不构成关联交易，亦不构成《上市公司重大资产重组管理办法》规 定的重大资产重组。 三、《出让合同》的主要内容 证券代码：688093 证券简称：世华科技 公告编号：2026-001 苏州世华新材料科技股份有限公司 关于全资子公司签订国有建设用地使用权出让合同 暨对外投资进展的自愿性披露公告 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、准确性和完整性依法承担法律责任。 一、对外投资概述 苏州世华新材料科技股份有限公司（以下简称"公司"）于 2025 年 3 月 2 ...

南财智讯1月4日电，世华科技公告，耶弗有投资发展（苏州）有限公司自2025年1月15日至2025年12月 31日，通过上海证券交易所系统以集中竞价交易方式累计增持公司A股股份230.53万股，约占公司总股 本的0.82%，累计增持金额为6,001.10万元人民币（不含交易费用），已达到本次增持计划金额下限， 本次增持计划实施完毕。本次增持后，耶弗有投资及其一致行动人合计持有公司股份比例由43.12%增 至43.94%。本次增持不会导致公司控股股东及实际控制人发生变化，耶弗有投资承诺在法定期限内不 减持所持有的公司股份。 ...

Core Viewpoint - The stock of Shihua Technology has shown significant growth this year, with a year-to-date increase of 83.47%, despite recent fluctuations in trading volume and net capital outflow [1][2]. Group 1: Stock Performance - As of December 24, Shihua Technology's stock price reached 36.02 yuan per share, with a market capitalization of 10.099 billion yuan [1]. - The stock has experienced a 3.95% increase over the last five trading days and a 5.62% increase over the last 20 days, while it has decreased by 11.44% over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with a net buy of -5.3886 million yuan on April 18 [1]. Group 2: Financial Performance - For the period from January to September 2025, Shihua Technology reported a revenue of 845 million yuan, representing a year-on-year growth of 49.23%, and a net profit attributable to shareholders of 316 million yuan, up 61.81% year-on-year [2]. - The company's main business revenue composition includes functional electronic materials (62.90%) and high-performance optical materials (36.81%) [1]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders increased by 28.47% to 9,936, while the average circulating shares per person decreased by 22.16% to 26,432 shares [2]. - The company has distributed a total of 493 million yuan in dividends since its A-share listing, with 438 million yuan distributed over the past three years [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is a new entrant holding 738,900 shares, while E Fund Value Growth Mixed Fund has reduced its holdings by 40,000 shares [3].

Core Viewpoint - Suzhou Shihua New Materials Technology Co., Ltd. is a national-level specialized and innovative small giant enterprise engaged in the research, production, and sales of functional materials, with a focus on customized solutions for various industries including consumer electronics and new energy vehicles [1][14]. Company Overview - Established in 2010 and listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board in 2020, the company specializes in high-performance optical materials, functional electronic materials, and functional adhesives [1][14]. - The company has developed strong partnerships with major consumer electronics brands such as Apple and Samsung, establishing long-term stable relationships within the supply chain [1][14]. Development Stages - The company's development can be divided into three stages: 1. **Initial Stage (2010-2015)**: Focused on producing process application materials for functional devices and established partnerships with leading clients [2][15]. 2. **Business Expansion Stage (2016-2020)**: Expanded product offerings, including materials for TFT-LCD and OLED modules, successfully entering Samsung's material resource pool [2][15]. 3. **Stable Development Stage (2021-Present)**: Achieved production capacity expansion and received multiple national recognitions, including "specialized and innovative small giant" [2][15]. Financial Performance - The company's total revenue has shown consistent growth, increasing from 241 million yuan in 2019 to 795 million yuan in 2024, with a five-year CAGR of 26.96% [6][20]. - In the first three quarters of 2025, revenue reached 845 million yuan, reflecting a year-on-year growth of 49.23% [6][20]. - Net profit attributable to shareholders also increased from 82 million yuan in 2019 to 280 million yuan in 2024, with a five-year CAGR of 27.84% [6][20]. Profitability Metrics - The company has maintained high gross and net profit margins, with gross margins ranging from 56.21% to 63.31% from 2019 to 2024, and net margins from 33.85% to 43.32% during the same period [7][21]. - The company has effectively controlled its expense ratios, with a decrease in sales and management expense ratios over the years [7][21]. Business Segments - The main business segments include functional electronic materials and high-performance optical materials, with the latter showing explosive growth in 2024 due to strategic development initiatives [10][23]. - The revenue from high-performance optical materials increased significantly, accounting for 27.42% of total revenue in 2024 and further rising to 36.81% in the first half of 2025 [10][23]. Product Structure - The company's functional materials are designed to meet specific functions such as adhesion, conductivity, and insulation, utilizing high polymer functional coatings combined with various substrates [12][26]. - The synthesis of high polymer functional coatings is central to product design, with the company employing advanced polymerization and modification techniques to create materials with tailored properties [12][26].

Core Viewpoint - The company emphasizes its commitment to enhancing performance in the capital market through various strategies aimed at sustainable growth and protecting investor rights [1] Group 1 - The company is focused on improving operational management quality [1] - The company actively formulates profit distribution plans [1] - The major shareholder is increasing their stake in the company [1] Group 2 - The company aims to fulfill its responsibilities and obligations as a publicly listed entity [1] - The company strives to drive sustainable growth in intrinsic value through strong performance [1] - The company is dedicated to actively safeguarding investor interests [1]

Investment Rating - The investment rating for the company is "Accumulate" with a target price of 48.25 CNY [5][11]. Core Insights - The company is deeply engaged in high-end electronic materials, with the explosion of AI mobile phone demand expected to drive both volume and price increases for its products. Additionally, the continuous expansion into optoelectronic display materials provides ample growth momentum for the future [2][11]. - The company has three main product lines: electronic composite materials, optoelectronic display module materials, and functional adhesives, which are applied in OLED display modules, consumer electronics, AI smart hardware, and automotive electronics. Its products are already utilized by well-known domestic and international consumer electronics brands and display panel industry clients [11]. - The company is investing 2.05 billion CNY in a new high-performance optical adhesive film project, which has already commenced construction. This will further enhance its capabilities in optical display film materials, photosensitive materials, and optical display coating materials [11]. Financial Summary - Total revenue is projected to grow from 511 million CNY in 2023 to 2,008 million CNY in 2027, with a compound annual growth rate (CAGR) of approximately 31.4% [4][12]. - Net profit attributable to the parent company is expected to increase from 193 million CNY in 2023 to 698 million CNY in 2027, reflecting a CAGR of about 29.1% [4][12]. - Earnings per share (EPS) is forecasted to rise from 0.69 CNY in 2023 to 2.49 CNY in 2027 [4][12]. Market Position - The company operates in a market where high-end optical materials are predominantly controlled by foreign enterprises from the US, Japan, and South Korea, indicating significant potential for domestic substitution [11]. - The company has successfully broken the monopoly of foreign firms by achieving new customer certifications and mass production sales of its optoelectronic products, which are gradually ramping up [11].

Core Insights - On December 8, a total of 6 stocks received buy ratings from brokerages, with 1 stock announcing a target price [1] - Based on the highest target price, Shihua Technology ranks first in potential price increase, with an expected rise of 22.7% [1] - Among the stocks receiving buy ratings, 3 maintained their previous ratings while 3 received ratings for the first time [1] Industry Summary - The sectors with the highest number of stocks receiving buy ratings include Food, Beverage & Tobacco with 2 stocks, Technology Hardware & Equipment with 1 stock, and Capital Goods with 1 stock [1]