| 证券代码：688186 | 证券简称：广大特材 | 公告编号：2025-067 | | --- | --- | --- | | 转债代码：118023 | 转债简称：广大转债 | | 张家港广大特材股份有限公司 关于变更保荐代表人的公告 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。 张家港广大特材股份有限公司（以下简称"公司"）于近日收到国元证券股 份有限公司（以下简称"国元证券"）出具的《关于变更张家港广大特材股份有 限公司持续督导工作保荐代表人的函》。 国元证券作为公司持续督导阶段的保荐机构，目前负责持续督导的保荐代表 人为束学岭先生、孙彬先生。公司向不特定对象发行可转换公司债券持续督导期 已于 2024 年 12 月 31 日结束，但由于募集资金尚未使用完毕，国元证券需要对 公司剩余募集资金的使用和管理继续履行督导义务。束学岭先生因工作变动原因、 孙彬先生因个人原因，不再负责广大特材的持续督导工作。为保证公司持续督导 工作的有序进行，国元证券现委派黄斌先生、林超先生接替束学岭先生、孙彬先 生担任广大特材持续督导 ...

Core Viewpoint - The company, Guangda Special Materials, is experiencing significant growth in its performance, with a notable increase in revenue and net profit for the first half of 2025, alongside plans for further share buybacks [1][4][3]. Financial Performance - The company expects to achieve approximately 2.5 billion yuan in revenue for the first half of 2025, representing a year-on-year increase of about 32.91% [1][4]. - The net profit is projected to be around 200 million yuan, reflecting a substantial year-on-year increase of approximately 367.51% [1][4]. - The net profit after excluding non-recurring items is estimated at about 195 million yuan, indicating a dramatic year-on-year increase of around 2342.81% [1][4]. Market Demand and Operational Efficiency - The demand in the downstream industries served by the company is overall positive, contributing to robust production and sales [1][4]. - The company has optimized its internal product structure and implemented cost-reduction measures, leading to an improvement in overall gross margin and enhanced profitability [4]. Share Buyback Initiatives - The company has utilized approximately 400 million yuan for share repurchases and plans to initiate a second round of buybacks, with a total amount not less than 200 million yuan and not exceeding 400 million yuan [3][11]. - As of June 19, 2025, the company has completed the initial buyback, acquiring 18.128 million shares, which is about 8.1375% of the total share capital, at an average price of 22.06 yuan per share [10][11]. Stock Performance - Since the beginning of 2025, the company's stock price has increased by over 70% [2][9]. - The stock price has more than doubled since September 2024, indicating strong market confidence in the company's growth prospects [9].

Group 1 - The core point of the news is that the main funds in the Shanghai and Shenzhen markets experienced a net inflow of 7.138 billion yuan, with the Sci-Tech Innovation Board seeing a net outflow of 323 million yuan [1] - A total of 233 stocks saw net inflows, while 355 stocks experienced net outflows [1] - On the Sci-Tech Innovation Board, 452 stocks rose, with one stock, Tai Lingwei, hitting the daily limit, while 126 stocks declined [1] Group 2 - The top three stocks with the highest net inflow of main funds are: Han's Laser with 362 million yuan, SMIC with 349 million yuan, and Tai Lingwei with 107 million yuan [2] - The stock with the highest net outflow was Guangda Special Materials, which saw a net outflow of 158 million yuan despite a price increase of 2.91% [1][2] - There are 62 stocks that have seen continuous net inflows for more than three trading days, with Sanyou Medical leading at 10 consecutive days [2] Group 3 - The main funds' inflow ranking shows that Han's Laser had an inflow rate of 6.40% and a price increase of 0.64% [2] - Other notable stocks include Kingsoft Office with an inflow of 101 million yuan and a price increase of 3.87%, and Wealth Trend with an inflow of 100 million yuan and a price increase of 17.84% [2] - A total of 114 stocks experienced continuous net outflows, with Bohui Technology leading at 24 consecutive days of outflow [2]

Company Summary - Guangda Special Materials (688186) expects to achieve approximately 2.5 billion yuan in revenue for the first half of 2025, representing an increase of about 619 million yuan or 32.91% year-on-year [2] - The company anticipates a net profit attributable to shareholders of around 200 million yuan, an increase of approximately 157 million yuan or 367.51% year-on-year [2] - The improvement in profitability is attributed to optimized product structure and cost-reduction measures, leading to enhanced overall gross margin [2] Industry Trends - The wind power industry in China is experiencing significant growth, with newly approved wind power projects totaling 68.4 GW from January to May 2025, a year-on-year increase of 72% [3] - The wind turbine sector is expected to see a turning point in profitability as bidding prices stabilize and rise, indicating the start of a new upward cycle [3] - Analysts highlight three major trends in the wind power industry: continuous exceedance of approval and bidding data expectations, recovery in wind turbine prices, and a significant increase in offshore wind power construction [4] - The newly installed capacity for offshore wind power in China is projected to exceed 14 million kW in 2025, with major installations occurring in provinces like Shandong, Guangdong, Hainan, and Jiangsu [4]

广大特材高开9%，公司预计上半年净利润同比增加368%左右。 ...

Core Viewpoint - Guangda Special Materials expects significant growth in its performance for the first half of 2025, driven by strong demand in downstream industries and the effectiveness of its investment projects [1] Group 1: Financial Performance - The company anticipates a revenue of approximately 2.5 billion yuan for the first half of 2025, representing an increase of about 619 million yuan, or a year-on-year growth of approximately 32.91% [1] - The expected net profit attributable to shareholders is around 200 million yuan, an increase of about 157 million yuan, reflecting a year-on-year growth of approximately 367.51% [1] - Guangda Special Materials has seen a significant increase in sales revenue due to the gradual release of production capacity in its wind power gearbox components project and enhanced average equipment utilization [1] Group 2: Market Dynamics - The overall demand in the company's downstream industries is improving, contributing to robust production and sales [1] - The offshore wind power casting project has improved capacity utilization through various technical upgrades and cost-reduction measures, leading to enhanced profitability [1] Group 3: Stock Performance - The company's stock has performed well in 2023, with a cumulative increase of 74.99% as of June 10 [2] - The number of shareholders decreased by 1.89% from the end of May, totaling 9,809 shareholders [2] Group 4: Industry Context - Among A-shares, 13 companies have reported positive performance forecasts for the first half of the year, indicating a favorable trend in the market [4] - Guangda Special Materials ranks among the top companies in terms of net profit scale, with several other companies also showing significant growth in their forecasts [5][6]

Group 1 - The company anticipates a revenue increase of approximately 619 million yuan, representing a year-on-year growth of about 32.91% [1] - The expected profit increase is around 157 million yuan, showing a significant year-on-year growth of approximately 367.51% [1] - The projected net profit is about 195 million yuan, with an expected increase of around 187 million yuan, indicating a year-on-year growth of approximately 2342.81% [1] Group 2 - The company has implemented a series of cost-reduction and efficiency-enhancement measures, leading to a further recovery in overall gross margin and improved profitability [2] - Increased order volume and significantly enhanced average equipment utilization have resulted in a substantial year-on-year increase in sales revenue, effectively lowering fixed costs per unit and achieving profitability [2] - The offshore wind power casting project has seen capacity utilization significantly boosted through various technical modifications, production line optimizations, cost-reduction processes, and product diversification, with melting capacity operating at full load [2]

Mergers and Acquisitions, Capital Increases - Jianlong Micro-Nano plans to acquire at least 51% equity in Shanghai Hanxing Energy Technology Co., Ltd [1] - BOE Technology Group intends to acquire 30% equity in Rainbow Optoelectronics for a transaction price of 4.849 billion yuan [1] - Changchuan Technology plans to issue shares to specific investors to raise 3.132 billion yuan for semiconductor equipment R&D [1] Share Buybacks - Shengxin Lithium Energy plans to repurchase shares worth 400 million to 500 million yuan, with a repurchase price not exceeding 17.75 yuan per share [2] External Investments and Daily Operations - Robotec's subsidiary ficonTEC signed a contract for over 100 million yuan for optoelectronic packaging and testing equipment with a leading U.S. company as of June 20 [3] - Zhongtai Chemical's subsidiary has fully commenced production of its methanol project [3] - Yuyuan New Materials' wholly-owned subsidiary Yuyuan Yijin plans to introduce strategic investors, with a total investment of 300 million yuan from the second phase of the big fund [4] - Huatai Securities has been approved to issue technology innovation bonds not exceeding 10 billion yuan [5] - Daikin Heavy Industries plans to issue H-shares and list on the Hong Kong Stock Exchange [5] - Youngor has sold financial assets including CITIC shares and CITIC Bank, with a total transaction amount of 4.175 billion yuan [6] - Shunhao Co., Ltd. invested 100 million yuan in the current round of financing for Trajectory Chuangguang, holding a 19.30% stake [7] - Lide New Energy plans to invest 2.9 billion yuan in the construction of a storage project [8] - Noli Co., Ltd.'s subsidiary plans to transfer 100% equity of Wuxi Senhe Da for 28.2 million yuan [9] Performance Changes - Guangda Special Materials expects a net profit of around 200 million yuan for the first half of the year, an increase of approximately 367.51% year-on-year, driven by strong demand in downstream industries [10] - Tailin Micro expects a net profit of 99 million yuan for the first half of the year, a year-on-year increase of 267%, attributed to increased customer demand, new customer expansion, new product mass shipments, and a higher proportion of high-margin product sales [10]

Group 1 - The People's Bank of China and six other departments issued guidelines to support and expand consumption, emphasizing the need to strengthen the financial foundation of the macro economy and support residents' employment and income growth [1] - The guidelines propose 19 key measures across six areas, including enhancing consumer capacity, expanding financial supply in consumption sectors, and optimizing the consumption environment [1] Group 2 - Fund companies are actively recruiting product managers for stablecoin-related products, indicating a growing interest in the stablecoin market [2] - The first batch of new floating rate funds has completed fundraising, with a total of 12.6 billion units raised, although some products have yet to finalize their issuance dates [2] Group 3 - The Nanjing government plans to accelerate the development of the embodied intelligent robot industry, with 2025 expected to be a pivotal year for mass production [3] - The integration of AI and robotics is anticipated to drive a new wave of industrial revolution, with significant investments from various sectors [3] Group 4 - NetEase Cloud's associated company underwent management changes, with Ding Lei stepping down as the legal representative and executive director [4] - The company, established in 2009, focuses on software and network technology development [4] Group 5 - Wu Shichun, founder of Meihua Venture Capital, faced asset freezes exceeding 200 million yuan due to a stock dispute involving a company called Tingyun [5] - The asset freeze is linked to an arbitration case regarding equity disputes [5] Group 6 - Canaan Inc. announced a strategic restructuring to focus on its core business of Bitcoin mining and related products, terminating its non-core AI chip business [6] - The decision is expected to significantly reduce overall operating expenses [6] Group 7 - China State Construction Engineering Corporation won multiple major projects with a total value of 21.53 billion yuan, representing 1.0% of its audited revenue for 2024 [7] Group 8 - Guangda Special Materials expects a 32.91% increase in revenue for the first half of 2025, with net profit projected to rise by approximately 367.51% [8] - The growth is attributed to improved demand in downstream industries and effective cost-reduction measures [8] Group 9 - China National Pharmaceutical Group plans to waive its preferential purchase rights for a 24% stake in Chongqing Medical Health Industry Co., with a transfer price set at 2.206 billion yuan [9] Group 10 - Tailin Microelectronics anticipates a 37% increase in revenue for the first half of 2025, with net profit expected to grow by 267% [10] - The growth is driven by increased customer demand and a higher proportion of high-margin products [10] Group 11 - The Shanghai Composite Index rose by 1.15%, surpassing the 3400-point mark, with total trading volume exceeding 1.41 trillion yuan [11] - The market saw a broad increase in stocks, particularly in sectors like solid-state batteries and robotics, while oil and gas stocks experienced declines [11]

| 证券代码：688186 | 证券简称：广大特材 | 公告编号：2025-065 | | --- | --- | --- | | 转债代码：118023 | 转债简称：广大转债 | | 张家港广大特材股份有限公司 2025 年半年度业绩预增的自愿性披露公告 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、本期业绩预告情况 （一）业绩预告期间 2、上年同期归属于母公司所有者的净利润：4,277.99 万元 3、上年同期归属于母公司所有者的扣除非经常性损益的净利润：798.26 万 元 1、经财务部门初步测算，预计 2025 年半年度实现营业收入为 25.00 亿元左 右，与上年同期（法定披露数据）相比，将增加 6.19 亿元左右，同比增加 32.91% 左右。 2、预计 2025 年半年度实现归属于母公司所有者的净利润为 2.00 亿元左右， 与上年同期（法定披露数据）相比，预计增加 1.57 亿元左右，同比增加 367.51% 左右。 3、预计 2025 年半年度实现归属于母公司所有者的扣除非经常性损益的净利 润为 ...