资金面上看，今日PET铜箔概念板块获主力资金净流出8.40亿元，其中，29股获主力资金净流出，9股 主力资金净流出超5000万元，净流出资金居首的是铜冠铜箔，今日主力资金净流出1.37亿元，净流出资 金居前的还有德福科技、大东南、日久光电等，主力资金分别净流出1.35亿元、1.16亿元、9528.86万 元。今日主力资金净流入居前的概念股有先导智能、诺德股份、三孚新科等，主力资金分别净流入 7042.43万元、5680.50万元、2221.20万元。（数据宝） PET铜箔概念资金流出榜 截至7月10日收盘，PET铜箔概念下跌1.29%，位居概念板块跌幅榜前列，板块内，隆扬电子、中一科 技、大东南等跌幅居前，股价上涨的有14只，涨幅居前的有三孚新科、欧莱新材、诺德股份等，分别上 涨5.32%、3.94%、2.03%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 硅能源 | 3.39 | 兵装重组概念 | -3.20 | | 房屋检测 | 2.89 | 电子身份证 | -1.63 | | 有机硅概念 | 2. ...

证券代码：688359 证券简称：三孚新科 公告编号：2025-027 广州三孚新材料科技股份有限公司 关于公司 2022、2023 年股票期权激励计划 2025 年第二季度自主行权结果暨股份变动的公告 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。 重要内容提示： 本次行权数量： 1、广州三孚新材料科技股份有限公司（以下简称"公司"）2022 年股票期 权激励计划第二个行权期可行权数量为 400.00 万份，实际可行权期为 2024 年 7 月 5 日至 2025 年 7 月 4 日（行权日须为交易日）。2025 年 4 月 1 日至 2025 年 6 月 30 日期间，累计行权并完成股份登记数量为 899,400 股，占可行权总量的 22.4850% 。 截 至 2025 年 6 月 30 日 ， 累 计 行 权 并 完 成 股 份 登 记 数 量 为 4,000,000 股，占可行权总量的 100%。 2、公司 2023 年股票期权激励计划第一个行权期可行权数量为 180.00 万份， 实际可行权期为 2024 年 ...

Core Viewpoint - The stock of Sanfu New Technology (688359) shows a strong performance with a comprehensive score of 57.28, indicating a robust market position and potential for future growth [1]. Group 1: Stock Performance - The stock's current main cost is 51.88 CNY, with a 5-day main cost of 52.78 CNY, a 20-day main cost of 50.21 CNY, and a 60-day main cost of 48.95 CNY [1][3]. - There have been no instances of the stock hitting the upper or lower limits in the past year [1]. Group 2: Capital Flow Analysis - On July 1, 2025, the net outflow of main funds was 15.04 million CNY, accounting for -13% of the total transaction volume [2][3]. - The net outflow from large orders was 11.53 million CNY, while the net inflow from retail investors was 467,700 CNY [2][3]. Group 3: Financial Data - The latest financial report indicates earnings per share of 0.06 CNY, with an operating profit of 0.07 billion CNY and a net profit of 13,932,234.64 CNY [4]. - The sales gross margin stands at 45.656% [4]. Group 4: Technical Analysis - The short-term resistance level is at 54.12 CNY, while the short-term support level is at 51.17 CNY [2]. - The current K-line pattern indicates a "Three Black Crows" formation, suggesting a potential peak and subsequent decline [2].

Core Viewpoint - Sanfu New Technology (688359.SH) reported a revenue of 621 million yuan for 2024, marking a year-on-year growth of 24.90%, while the net profit attributable to shareholders was -12.58 million yuan, an improvement from -36.79 million yuan in the previous year [1][3]. Financial Performance - The company's operating income for 2024 was 621.25 million yuan, up from 497.41 million yuan in 2023, reflecting a growth of 24.90% [3]. - The net profit attributable to shareholders for 2024 was -12.58 million yuan, compared to -36.79 million yuan in 2023, indicating a significant reduction in losses [3]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was -28.95 million yuan for 2024, an improvement from -48.60 million yuan in 2023 [3]. - The net cash flow from operating activities was -65.16 million yuan in 2024, worsening from -22.85 million yuan in the previous year [3]. Quarterly Performance - In Q1 2025, the company reported an operating income of 12.53 million yuan, a decline of 32.67% year-on-year [4]. - The net profit attributable to shareholders in Q1 2025 was 5.41 million yuan, down 64.54% compared to the same quarter last year [4]. - The net profit attributable to shareholders after deducting non-recurring gains and losses for Q1 2025 was 4.14 million yuan, showing a significant increase of 154.86% year-on-year [4]. - The net cash flow from operating activities in Q1 2025 was 30.01 million yuan, a notable improvement from -22.96 million yuan in the same period last year [4]. Initial Public Offering (IPO) Details - Sanfu New Technology was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on May 21, 2021, with a public offering of 23.05 million shares, representing 25% of the total share capital post-IPO [5][6]. - The IPO raised a total of 254 million yuan, with a net amount of 203 million yuan after deducting issuance costs, which was 57.14 million yuan less than the original plan [5]. - The issuance costs amounted to 51.34 million yuan, including underwriting fees of 36.51 million yuan [6].

证券代码：688359 证券简称：三孚新科 公告编号：2025-026 广州三孚新材料科技股份有限公司 关于公司 2023 年股票期权激励计划第二个行权期 自主行权实施公告 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： 广州三孚新材料科技股份有限公司（以下简称"公司"）于 2025 年 6 月 5 日 召开第四届董事会第十九次会议和第四届监事会第十六次会议，分别审议通过 了《关于公司 2023 年股票期权激励计划第二个行权期行权条件成就的议案》， 根据公司《2023 年股票期权激励计划（草案）》的相关规定，公司 2023 年股票 期权激励计划第二个行权期行权条件已成就。现将有关情况公告如下： 一、2023 年股票期权激励计划批准及实施情况 （一）股权激励计划方案履行程序 1 2023 年股票期权激励计划第二个行权期拟行权数量：135.00 万份 行权股票来源：公司向激励对象定向发行的本公司 A 股普通股股票 行权安排：根据行权手续办理情况，公司 2023 年股票期权激励计划（以下 简称"本激励计划"或"本 ...

Core Viewpoint - The company has announced the implementation of the second exercise period for its 2023 stock option incentive plan, allowing eligible participants to exercise a total of 1.35 million stock options, which represents 1.39% of the company's total share capital [1][10]. Summary by Relevant Sections Stock Option Incentive Plan - The second exercise period for the 2023 stock option incentive plan is set to allow the exercise of 1.35 million stock options [1][10]. - The stock options will be sourced from the company's A-share ordinary stock issued to the incentive participants [1][11]. - The exercise period is scheduled from June 25, 2025, to June 7, 2026, with the stocks to be listed for trading on the second trading day after the exercise date [1][11]. Approval and Implementation - The board of directors and the supervisory board have approved the achievement of the exercise conditions for the second exercise period [2][6]. - The independent directors have expressed clear agreement on the relevant matters of the incentive plan [2][5]. Exercise Conditions - The exercise conditions for the second period have been met, with nine eligible participants allowed to exercise their options [10][12]. - The exercise price is set at 80.00 yuan per option, and the total number of options granted to the nine participants is 1.35 million [11][12]. Performance Assessment - The performance assessment for the incentive plan spans three fiscal years from 2023 to 2025, with specific revenue growth targets set for each exercise period [10][14]. - The company has established that the performance targets for the second exercise period have been achieved, allowing for a 100% exercise rate for the eligible participants [10][12]. Financial Impact - The company has utilized the Black-Scholes model to calculate the fair value of the stock options, and the exercise of these options is not expected to have a significant impact on the company's financial status or operating results [13][14].

证券代码：688359 证券简称：三孚新科 公告编号：2025- 026 广州三孚新材料科技股份有限公司 关于公司 2023 年股票期权激励计划第二个行权期 自主行权实施公告 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： 1、2023 年 5 月 22 日，公司召开了第三届董事会第四十九次会议，审议通 过了《关于<广州三孚新材料科技股份有限公司 2023 年股票期权激励计划（草 案）>及其摘要的议案》《关于<广州三孚新材料科技股份有限公司 2023 年股票 期权激励计划实施考核管理办法>的议案》《关于提请股东大会授权董事会办理 公司 2023 年股票期权激励计划相关事宜的议案》。公司独立董事对本激励计划 的相关事项发表了明确同意的独立意见。 同日，公司召开了第三届监事会第三十次会议，审议通过了《关于<广州三 孚新材料科技股份有限公司 2023 年股票期权激励计划（草案）>及其摘要的议 案》《关于<广州三孚新材料科技股份有限公司 2023 年股票期权激励计划实施考 核管理办法>的议案》《关于核实<广州三孚新 ...

Core Viewpoint - Sanfu New Materials Technology Co., Ltd. has reported continuous losses for three consecutive years from 2022 to 2024, despite a growing gross profit margin and an increase in revenue in 2024 [3][4]. Financial Performance - In 2024, the company achieved a revenue of 621 million yuan, representing a year-on-year growth of 24.9%, but recorded a net profit attributable to shareholders of -13 million yuan, marking three consecutive years of losses [3]. - The gross profit margin increased from 29.87% in 2022 to 38.28% in 2024, indicating a positive trend in profitability despite the losses [3]. - For Q1 2025, the company reported a revenue of 125 million yuan, a decline of 32.67% year-on-year, and a net profit of 5.41 million yuan, down 64.54% year-on-year, while the gross profit margin rose to 45.66% [3]. Business Segments - The company introduced a new surface engineering equipment business in 2023, generating revenues of 140 million yuan and 181 million yuan in 2023 and 2024, respectively, accounting for 28% and 29% of total revenue [3]. - The continuous growth in gross profit margin is attributed to changes in product structure and a decrease in raw material prices, aligning with industry trends [4]. Management Insights - The chairman and general manager, Shangguan Wenlong, has been with the company in various roles since 1994, indicating a stable leadership [6][7]. - The management team includes two vice presidents, Chen Weisu and Zhu Ping, who have extensive experience in the industry [8][9].

Summary of Key Points Core Viewpoint - The announcement details the completion of the share reduction plan by key executives of Guangzhou Sanfu New Materials Technology Co., Ltd, highlighting the amounts and percentages of shares reduced by the chairman of the supervisory board and the deputy general manager [1][2][3]. Shareholding Information - Before the reduction plan, the chairman of the supervisory board, Mr. Deng Zhengping, held 297,288 shares, accounting for 0.32% of the total share capital at the time of the announcement [1]. - Deputy General Manager, Mr. Chen Weisu, held 65,000 shares, representing 0.07% of the total share capital at the time of the announcement [1]. Reduction Plan Implementation Results - Mr. Deng Zhengping reduced his holdings by 20,000 shares through centralized bidding, which is 0.0206% of the current total share capital [2][3]. - Mr. Chen Weisu successfully reduced his holdings by 16,250 shares, accounting for 0.0168% of the current total share capital [2][3]. - The total number of shares planned for reduction was not fully achieved by Mr. Deng, who had a remaining 54,322 shares yet to be reduced [3]. Financial Details - The reduction price for Mr. Deng's shares was at a fixed price of 52.80 CNY per share, totaling 1,056,000 CNY [3]. - Mr. Chen's shares were reduced at prices ranging from 47.13 to 47.72 CNY per share, amounting to a total of 773,295.83 CNY [3]. Current Shareholding Status - After the reductions, Mr. Deng holds 277,288 shares, which is 0.2863% of the total share capital [3]. - Mr. Chen now holds 48,750 shares, representing 0.0503% of the total share capital [3].

证券代码：688359 证券简称：三孚新科 公告编号：2025-025 广州三孚新材料科技股份有限公司 董监高减持计划时间届满暨减持结果公告 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： 董监高持有的基本情况 本次减持计划实施前，广州三孚新材料科技股份有限公司（以下简称"公司" 或"三孚新科"）监事会主席、核心技术人员邓正平先生持有公司股份 297,288 股，占公司减持计划公告时总股本的 0.32%，上述股份为公司首次公开发行前持 有的股份，已于 2022 年 5 月 23 日解除限售并上市流通。公司董事、副总经理陈 维速先生持有公司股份 65,000 股，占公司减持计划公告时总股本的 0.07%，上 述股份来源于公司 2021 年限制性股票激励计划首次授予部分第一个归属期已获 归属股票，已于 2022 年 12 月 6 日上市流通。 减持计划的实施结果情况 2025 年 2 月 19 日，公司在上海证券交易所（www.sse.com.cn）披露了《广 州三孚新材料科技股份有限公司董监高减持 ...