10月21日公司发布的三季报数据显示，前三季公司共实现营业收入14.90亿元，同比增长5.29%，实现净 利润-1.21亿元，同比下降1.76%。（数据宝） 资金面上，芳源股份上一交易日主力资金净流入1646.80万元，近5日净流入523.13万元。 融资融券数据显示，该股最新（10月20日）两融余额为1.39亿元，其中，融资余额为1.39亿元，较上一 个交易日增加11.26万元，增幅为0.08%；融券余额为3.69万元，较上一个交易日增加0.89万元，增幅为 31.88%。近10日两融余额合计增加1720.08万元，增幅为14.08%，其间融资余额增长14.08%，融券余额 增长17.12%。 10月21日盘中科创板股芳源股份涨停，截至09:47，股价报7.78元，成交3.27亿元，换手率8.62%，振幅 12.50%。 科创板个股中，截至发稿上涨的共有472只，涨幅在5%以上的共有13只，涨幅较高的有芳源股份、骄成 超声、普冉股份等，分别上涨20.06%、8.39%、7.56%，下跌的有107只，跌幅较大的有麒麟信安、司南 导航、博力威，分别下跌4.18%、3.93%、3.18%。 ...

Core Insights - Fangyuan Co., Ltd. (688148.SH) reported a significant increase in third-quarter revenue, reaching 590 million yuan, a year-on-year growth of 57.3% [1] - The company experienced a net profit of 28.06 million yuan in the third quarter, while the net profit for the first three quarters of 2025 showed a loss of 121 million yuan [1] Revenue Growth - The revenue growth in the third quarter was primarily driven by sustained demand in the terminal sector, leading to increased market demand for positive electrode materials [1] - The company saw substantial year-on-year increases in the shipment volumes of precursor materials and cobalt sulfate, contributing to the revenue growth [1] - Revenue from technology export projects was recognized according to performance progress, further boosting the company's overall revenue [1] Profitability - The change in net profit for the third quarter was mainly influenced by rising metal prices, which led to an increase in product sales prices [1] - The recognition of revenue from technology export projects also contributed to the significant improvement in the company's comprehensive gross profit margin in the third quarter [1]

Core Insights - Fangyuan Co., Ltd. (688148.SH) reported a revenue of 1.49 billion yuan for the first three quarters of 2025, reflecting a year-on-year growth of 5.29% [1] - The company experienced a net loss attributable to shareholders of 121 million yuan, with a non-recurring net profit loss of 122 million yuan [1] - Basic earnings per share stood at -0.24 yuan [1]

智通财经APP讯，芳源股份(688148.SH)披露2025年第三季度报告，公司前三季度实现营收14.9亿元，同 比增长5.29%;归属于上市公司股东的净利润亏损1.21亿元;扣非净利润亏损1.22亿元;基本每股收益-0.24 元。 ...

重要内容提示： 会议召开时间：2025 年 10 月 29 日（星期三）15:00-16:00 | 证券代码：688148 | 证券简称：芳源股份 | 公告编号：2025-057 | | --- | --- | --- | | 转债代码：118020 | 转债简称：芳源转债 | | 广东芳源新材料集团股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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。 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 10 月 22 日（星期三）至 10 月 28 日（星期二）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 fyhb@fangyuan-group.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。 广东芳源新材料集团股份有限公司（以下简称"公司"）已于 2 ...

广东芳源新材料集团股份有限公司 2025 年第三季度报告 证券代码：688148 证券简称：芳源股份 转债代码：118020 转债简称：芳源转债 广东芳源新材料集团股份有限公司 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、准确性和完整性依法承担法律责任。 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、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是√否 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 项目 本报告期 本报告期比 上年同期增 减变动幅度 (%) 年初至报告期末 年初至报告期 末比上年同期 增减变动幅度 (%) 营业收入 590,427,764.64 57.30 1,490,262,176.67 5.29 利润总额 28,513,281.59 不适用 -120,695,699.58 不适用 归属 ...

Core Viewpoint - The announcement details the conversion status of the convertible bonds issued by Guangdong Fangyuan New Materials Group Co., Ltd., highlighting the low conversion rate and the remaining unconverted bonds as of September 30, 2025 [2][6]. Convertible Bond Issuance and Status - The company issued 6,420,000 convertible bonds with a total fundraising of RMB 64,200 million, with a maturity period from September 23, 2022, to September 22, 2028 [3]. - The initial conversion price was set at RMB 18.62 per share, which was adjusted to RMB 18.63 following the repurchase and cancellation of certain restricted shares [4]. Conversion Details - As of September 30, 2025, only RMB 24.30 million worth of bonds had been converted into 13,039 shares, representing 0.00255% of the total shares before conversion [2][6]. - The total amount of unconverted bonds stood at RMB 64,175.70 million, accounting for 99.96215% of the total issuance [2][6]. - No bonds were converted during the quarter from July 1, 2025, to September 30, 2025, with a conversion quantity of 0 shares [5]. Share Repurchase and Reduction Plan - The company repurchased 3,320,000 shares from February 23, 2024, to May 22, 2024, which is 0.65% of the total share capital, to maintain company value and shareholder rights [10]. - As of September 30, 2025, the company had sold 1,440,000 repurchased shares, representing 0.28% of the total share capital, leaving 22,337,702 shares in the repurchase account, which is 4.38% of the total share capital [12].

| 证券代码：688148 | 证券简称：芳源股份 | 公告编号：2025-056 | | --- | --- | --- | | 转债代码：118020 | 债券简称：芳源转债 | | 广东芳源新材料集团股份有限公司 关于回购股份集中竞价减持股份进展公告 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： 回购股份的基本情况 广东芳源新材料集团股份有限公司（以下简称"芳源股份"）于 2024 年 2 月 23 日至 2024 年 5 月 22 日期间累计回购用于维护公司价值及股东权益所必需 的股份数量为 3,320,000 股，占公司目前总股本的 0.65%。公司将就前述股份在 披露回购结果暨股份变动公告（即 2024 年 5 月 23 日）后十二个月后采用集中竞 价交易方式出售，并在披露回购结果暨股份变动公告后三年内完成出售；若公司 未能在上述期限内完成回购股份出售，将依法履行减少注册资本程序，对未出售 的股份予以注销。 减持计划的进展情况 2025 年 8 月 5 日，公司在上海证券交易所网站 ...

| 证券代码：688148 | 证券简称：芳源股份 | 公告编号：2025-055 | | --- | --- | --- | | 转债代码：118020 | 转债简称：芳源转债 | | 广东芳源新材料集团股份有限公司 可转债转股结果暨股份变动公告 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。 重要内容提示： 累计转股情况：广东芳源新材料集团股份有限公司（以下简称"公司"） 向不特定对象发行可转换公司债券"芳源转债"自2023年3月29日起开始转股， 截至2025年9月30日，"芳源转债"共有人民币24.30万元已转换为公司股票，转 股数量为13,039股，占"芳源转债"转股前公司已发行股份总额的0.00255%。 未转股可转债情况：截至2025年9月30日，"芳源转债"尚未转股的可转 债金额为人民币64,175.70万元，占"芳源转债"发行总量的99.96215%。 本季度转股情况：2025年7月1日至2025年9月30日期间，未有"芳源转债" 转换为公司股票，转股数量为0股。 一、可转债发行上市情况 经中国证券监督管 ...

Core Viewpoint - Fangyuan Co., Ltd. experienced a 5.01% decline in stock price, closing at 6.82 CNY per share, with a trading volume of 403 million CNY and a turnover rate of 11.30%, resulting in a total market capitalization of 3.479 billion CNY [1] Company Overview - Fangyuan Co., Ltd. is located in Jiangmen City, Guangdong Province, and was established on June 7, 2002. The company was listed on August 6, 2021. Its main business involves the research, production, and sales of lithium battery ternary precursor materials and nickel battery cathode materials [1] - The revenue composition of the company includes: 46.96% from sulfate, 29.77% from precursors, 14.07% from lithium carbonate, 7.90% from other sources, and 1.31% from spherical nickel hydroxide [1] Fund Holdings - According to data, one fund under Caitong Fund has a significant holding in Fangyuan Co., Ltd. The Caitong Yixiang Stable Pension One-Year Holding Period Mixed Fund (FOF) (021166) held 5,200 shares in the second quarter, accounting for 0.05% of the fund's net value, ranking as the tenth largest holding [2] - The fund was established on September 10, 2024, with a latest scale of 54.72 million CNY. Year-to-date returns are 5.86%, ranking 781 out of 1,048 in its category; the one-year return is 8.38%, ranking 822 out of 1,014; and the return since inception is 8.55% [2] Fund Manager Information - The fund manager of Caitong Yixiang Stable Pension One-Year Holding Period Mixed Fund (FOF) (021166) is Chen Xi, who has been in the position for 3 years and 223 days. The total asset scale of the fund is 54.72 million CNY, with the best return during the tenure being 8.59% and the worst return being -7.53% [3]