Core Viewpoint - The electronic chemical sector experienced a decline of 2.16% on August 27, with Sanfu New Technology leading the drop [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3800.35, down 1.76% [1] - The Shenzhen Component Index closed at 12295.07, down 1.43% [1] Group 2: Individual Stock Performance - Anji Technology (code: 610889) closed at 168.58, up 1.31% with a trading volume of 89,700 shares and a transaction value of 1.536 billion yuan [1] - Zhongyou Technology (code: 300684) closed at 36.42, up 0.44% with a trading volume of 303,400 shares [1] - Debang Technology (code: 688035) closed at 55.70, up 0.04% with a trading volume of 72,400 shares [1] - Sanfu New Technology (code: 688328) closed at 68.20, down 6.83% with a trading volume of 41,100 shares and a transaction value of 290 million yuan [2] - Hongchang Electronics (code: 603002) closed at 7.81, down 5.68% with a trading volume of 726,800 shares and a transaction value of 589 million yuan [2] Group 3: Capital Flow - The electronic chemical sector saw a net outflow of 749 million yuan from main funds, while retail investors contributed a net inflow of 681 million yuan [2]

Core Viewpoint - Sanfu New Materials experienced a significant increase in stock price and trading volume, indicating strong market interest and activity in the company's shares [1] Financing Summary - On August 26, Sanfu New Materials saw a financing buy-in amount of 68.49 million yuan, with a net financing buy of 33.73 million yuan after repayments [1] - The total financing and securities balance reached 310 million yuan, accounting for 4.33% of the circulating market value, which is above the 90th percentile of the past year [1] - The company had a securities lending balance of 38.03 million yuan, with a lending volume of 5,195 shares, indicating a high level of borrowing activity [1] Business Performance Summary - As of June 30, the number of shareholders increased by 46.05% to 4,285, while the average circulating shares per person decreased by 30.69% to 22,814 shares [2] - For the first half of 2025, Sanfu New Materials reported a revenue of 227 million yuan, a year-on-year decrease of 23.26%, and a net profit attributable to shareholders of -22.31 million yuan, reflecting a significant decline of 280.01% [2] Dividend Summary - Since its A-share listing, Sanfu New Materials has distributed a total of 16.13 million yuan in dividends, with no dividends paid in the last three years [3]

净利连亏三年后，三孚新科（688359）2025年半年度业绩表现也不理想。8月26日，三孚新科发布2025 年半年报显示，公司上半年实现归属净利润约-2231.05万元，同比增亏。另外，公司上半年研发费用约 3290.37万元，同比下降12.71%；公司上半年销售费用约3075.47万元，同比增长26.28%。 财报显示，今年上半年，三孚新科实现营业收入约2.27亿元，同比下降23.26%；对应实现归属净利润 约-2231.05万元，同比增亏；对应实现扣非后归属净利润约-2439.83万元，同比增亏。报告期内公司亏 损有所增加，三孚新科给出了两点解释，其一，上年同期公司转让子公司股权，确认投资收益；其二， 报告期内公司设备构件收入大幅下降，设备类销售毛利大幅下降。 据了解，三孚新科成立于2009年，是一家表面工程专用化学品及专用设备提供商，主要从事表面工程技 术的研究及新型环保表面工程专用化学品与专用设备的研发、生产和销售。公司主要产品有电子化学 品、通用电镀化学品以及表面工程专用设备等。公司下游客户以PCB行业龙头企业为主，市场集中度 高，头部企业占据国内较大市场份额。 今年上半年，三孚新科研发费用约为32 ...

Core Viewpoint - Sanfu Xinke (688359) reported disappointing performance in the first half of 2025, continuing a trend of losses for three consecutive years, with a net profit of approximately -22.31 million yuan, indicating an increase in losses compared to the previous year [1][4]. Financial Performance - In the first half of 2025, the company achieved operating revenue of approximately 227 million yuan, a year-on-year decrease of 23.26% [1]. - The net profit attributable to shareholders was approximately -22.31 million yuan, reflecting an increase in losses year-on-year [1]. - The net profit after deducting non-recurring items was approximately -24.40 million yuan, also showing an increase in losses compared to the previous year [1]. - The company attributed the increased losses to a significant decline in equipment component revenue and a drop in gross profit from equipment sales, as well as the absence of investment income from the previous year when a subsidiary's equity was transferred [1][4]. Research and Development - Research and development expenses for the first half of 2025 were approximately 32.90 million yuan, a decrease of 12.71% year-on-year [2]. - The proportion of R&D expenses to operating revenue increased from 12.73% in the previous year to 14.48% in the current year, an increase of 1.75 percentage points [2]. - As of the end of the reporting period, the company held a total of 91 invention patents and 97 utility model patents [2]. Sales and Marketing - Sales expenses for the first half of 2025 were approximately 30.75 million yuan, representing a year-on-year increase of 26.28% [2]. Financial Position - As of the end of the first half of 2025, the company had cash and cash equivalents of approximately 64.87 million yuan, an increase of 49.63% year-on-year, attributed to increased funds from stock option exercises [2]. - The company had short-term borrowings of approximately 134 million yuan, a decrease of 46.56% compared to the end of the previous year, while long-term borrowings were approximately 115 million yuan, an increase of 263.42% [2]. Market Performance - On August 26, 2025, the company's stock opened down 1.89% but later rose, reaching a high of 75.5 yuan per share, marking a 14% increase during the day and closing with a gain of 10.46% at 73.2 yuan per share, with a total market capitalization of 7.156 billion yuan [5]. - Over the 55 trading days from June 11 to August 26, 2025, the company's stock price increased by 53.17%, significantly outperforming the broader market, which rose by 14.29% during the same period [5].

天眼查商业履历信息显示，广州三孚新材料科技股份有限公司，成立于2009年，位于广州市，是一家以 从事化学原料和化学制品制造业为主的企业。企业注册资本9299.44万人民币，实缴资本5000万人民 币。公司法定代表人为上官文龙。 通过天眼查大数据分析，广州三孚新材料科技股份有限公司共对外投资了24家企业，参与招投标项目13 次，知识产权方面有商标信息37条，专利信息146条，此外企业还拥有行政许可39个。 来源：金融界 金融界消息 截至2025年8月25日收盘，三孚新科（688359）报收于66.27元，下跌0.5%，换手率3.8%， 成交量3.72万手，成交金额2.48亿元。 资金流向方面，今日主力资金净流出4511.97万元，占比成交额18.16%。其中，超大单净流出4469.00万 元、占成交额17.99%，大单净流出42.97万元、占成交额0.17%，中单净流出流入2183.01万元、占成交 额8.79%，小单净流入2328.96万元、占成交额9.38%。 三孚新科最新一期业绩显示，截至2025中报，公司营业总收入2.27亿元、同比减少23.26%，归属净利润 2231.05万元，同比减少280.01% ...

Group 1 - The core viewpoint of the article is that Sanfu New Science (688359) reported a significant decline in both revenue and net profit for the first half of 2025, indicating financial challenges for the company [1] Group 2 - In the first half of 2025, Sanfu New Science achieved an operating income of approximately 227 million yuan, representing a year-on-year decrease of 23.26% [1] - The company reported a net profit attributable to shareholders of approximately -22.31 million yuan, indicating an increase in losses compared to the previous year [1] - Sanfu New Science specializes in the research, production, and sales of new environmentally friendly surface engineering specialty chemicals and surface engineering equipment [1]

2025年8月26日，三孚新科(688359.SH)发布2025年半年度报告。截至2025年8月25日，共有4个机构投资 者披露持有三孚新科A股股份，合计持股量达837.88万股，占三孚新科总股本的8.57%。其中，机构投 资者包括上海君唐资产管理有限公司-君唐创新成长一号私募证券投资基金、上海季胜投资管理有限公 司-季胜激光一号私募证券投资基金、上海季胜投资管理有限公司-季胜激光二号私募证券投资基金、上 海季胜投资管理有限公司-季胜激光三号私募证券投资基金，机构投资者合计持股比例达8.57%。相较于 上一季度，机构持股比例合计下跌了0.11个百分点。 ...

公司代码：688359 公司简称：三孚新科 登录新浪财经APP 搜索【信披】查看更多考评等级 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到www.sse.com.cn网站仔细阅读半年度报告全文。 1.2重大风险提示 1.5本半年度报告未经审计。 1.6董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无。 1.7是否存在公司治理特殊安排等重要事项 □适用 √不适用 第二节 公司基本情况 2.1公司简介 公司股票简况 公司已在本报告中阐述了公司在生产经营过程中可能面临的风险因素，敬请查阅"第三节 管理层讨论与 分析 四、风险因素"部分。 1.3本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、完整 性，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。 1.4公司全体董事出席董事会会议。 ■ 公司存托凭证简况 □适用 √不适用 联系人和联系方式 ■ 2.2主要财务数据 单位：元 币种：人民币 ■ 2.3前10名股东持股情况表 单位：股 ■ 2.6截至报告期末的优先股股东总数、 ...

证券代码：688359 证券简称：三孚新科 公告编号：2025-029 广州三孚新材料科技股份有限公司 关于公司 2025 年半年度计提资产减值准备的公告 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。 一、计提资产减值准备情况概述 广州三孚新材料科技股份有限公司（以下简称"公司"）根据《企业会计准则》及 相关会计政策的规定，为客观、公允地反映公司截至 2025 年 6 月 30 日的财务状况和经 营情况，公司本着谨慎性原则，对合并报表范围内存在减值迹象的相关资产计提了减值 准备。 单位：人民币 万元 项目 2025 年半年度计提金额 资产减值损失（损失以"-"号填列） -745.33 存货跌价损失 -746.39 合同资产减值损失 1.06 信用减值损失（损失以"-"号填列） -238.60 应收票据坏账损失 -50.02 应收账款坏账损失 -204.10 其他应收款坏账损失 15.52 合计 -983.93 四、其他说明 遵循谨慎性、合理性原则，能够真实客观反映公司截至 2025 年 6 月 30 日的财务状况和 司正 ...

证券代码：688359 证券简称：三孚新科 公告编号：2025-030 广州三孚新材料科技股份有限公司 关于召开 2025 年半年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。 重要内容提示： ? 会议召开时间：2025 年 9 月 22 日（星期一）上午 9:00-10:00 ? 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 9 月 15 日（星期一）至 9 月 19 日（星期五）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 sfxk@gzsanfu.com.cn 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。 广州三孚新材料科技股份有限公司（以下简称"公司"）已于 2025 年 8 月 为便于广大投资者更全面深入地了解公司 2025 年半年度经营成果、财务状况， 公司计划于 2025 年 9 月 22 日（星期一）上午 ...