华光新材 20251217 摘要 华虹新材产品线覆盖中温、低温和高温钎焊材料，市场容量达 500 多亿 人民币，并拓展导电凝胶产品，尤其是银浆产品，总体市场容量约 800 亿人民币。公司拥有 6,400 多个品规的产品，具备定制化设计和柔性化 制造能力。 公司拥有 3,000 多家客户，包括美的、格力等国内外知名品牌，覆盖空 调制冷、电力电器、电子半导体、新能源汽车等领域，这些优质客户对 公司的新产品验证和客户拓展起到了重要作用。 在电力电器行业，华虹新材增长率超 30%，为东方电气、湘电集团等提 供钎焊材料，受益于 AI 产业对底层供电的需求增加，该行业收入占比达 22%。电子半导体行业 2025 年收入大幅提升至 25 亿元，新能源汽车 板块也是重要业务。 公司海外收入从 2020 年的 3,000 多万增长至 2024 年的 1.5 亿， 2025 年预计超 2 亿。目标是海外收入与国内收入各占一半，已在泰国 成立全资子公司，建立 4,500 吨产能的生产基地。 Q&A 华虹新材在钎焊材料领域的主要优势和市场地位是什么？ 华虹新材成立至今已有 30 年，专注于钎焊材料领域，已成为中国该行业的领 军企业， ...

12月17日华光新材（688379）收盘价55.30元，收盘上涨18.34%，全天换手率11.80%，振幅17.72%，成 交额5.70亿元。科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.57亿元， 其中，买入成交额为9414.66 万元，卖出成交额为6243.54万元，合计净买入3171.11万元。具体来看，今日上榜的前五大买入营业部 中，有1家机构专用席位现身，即买三，买入金额分别为1771.38万元，营业部合计买入7643.28万元。卖 出营业部中，卖出金额居首的是财通证券股份有限公司杭州上塘路证券营业部，卖出金额为1722.91万 元。买卖金额相抵，机构专用席位今日净买入该股1771.38万元。 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 中信证券股份有限公司上海分公司 | 2318.51 | | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 2010.46 | | 机构专用 | 1771.38 | | 国信证券股份有限公司深圳泰然九路证券营业部 | 1732.07 | | ...

Core Points - The Shanghai Composite Index closed at 3871.44 points, above the six-month moving average, with a gain of 1.22% [1] - The total trading volume of A-shares reached 182.24 billion yuan [1] - A total of 154 A-shares have surpassed the six-month moving average today, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - Notable stocks with high deviation rates include Huaguang New Materials (17.35%), Zhuangyuan Pasture (9.47%), and Dingtong Technology (8.11%) [1] - Stocks with smaller deviation rates that just crossed the six-month line include Tunnel Shares, Huadian International, and Qingdao Food [1] Trading Data - The trading performance of selected stocks includes: - Huaguang New Materials: Today's change of 18.34%, turnover rate of 11.80%, six-month line at 47.12 yuan, latest price at 55.30 yuan [1] - Zhuangyuan Pasture: Today's change of 10.05%, turnover rate of 10.17%, six-month line at 10.30 yuan, latest price at 11.28 yuan [1] - Dingtong Technology: Today's change of 11.49%, turnover rate of 7.53%, six-month line at 92.96 yuan, latest price at 100.50 yuan [1] Additional Stock Insights - Other stocks with notable performance include: - Cuiwei Co., with a change of 9.97% and a deviation rate of 7.92% [1] - Weirli, with a change of 6.10% and a deviation rate of 5.87% [1] - Wangzi New Materials, with a change of 9.98% and a deviation rate of 5.67% [1]

Core Insights - The company is responding to increasing demand for brazing materials in emerging sectors such as electric vehicle thermal management and photovoltaic energy storage [1] Group 1 - The company has already laid out corresponding products for the electric vehicle thermal management and photovoltaic energy storage sectors and has begun to generate revenue from these areas [1] - Currently, the revenue contribution from these emerging sectors is still relatively small [1]

Core Viewpoint - Huaguang New Materials has begun to generate revenue from products related to thermal management in the electric vehicle sector and photovoltaic energy storage, although the revenue contribution is currently small [2] Group 1 - The company has made strategic investments in the fields of electric vehicle thermal management and photovoltaic energy storage [2] - Revenue from these new product lines is starting to materialize, indicating a positive development in the company's diversification efforts [2] - The current revenue contribution from these sectors remains relatively low, suggesting potential for future growth as these markets expand [2]

Group 1 - The core viewpoint of the article highlights the increasing demand for brazing materials in emerging fields such as thermal management for electric vehicles and photovoltaic energy storage, prompting the company to adjust its production capacity and R&D direction to seize market opportunities [2] - The company has already laid out corresponding products for the electric vehicle thermal management and photovoltaic energy storage sectors and has begun to generate revenue from these areas, although the current revenue contribution is still small [2]

（记者 张明双） 华光新材（688379.SH）12月11日在投资者互动平台表示，公司国内的生产基地都在浙江杭州余杭，现 阶段整体产能利用率在80%以上。目前公司正在紧锣密鼓的推进1000吨泰国生产基地的建设，预计明年 初投产。 每经AI快讯，有投资者在投资者互动平台提问：浙江德清基地投产后的产能利用率如何？未来是否有 异地扩产计划，以应对华东以外市场的需求？ ...

责任编辑：栎树 股票频道更多独家策划、专家专栏，免费查阅>> 12月11日，A股市场商业航天股走强，其中，通光线缆20CM涨停，中超控股、立昂微、华菱线缆10CM涨 停，云南锗业涨超8%，泰胜风能、华光新材涨超6%，国机精工、富瑞特装、中国卫星、上海瀚讯、航天 动力、智明达涨超4%。 | | | | | 商业航天板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | | 涨幅%↓ | 总市值 | 年初至今涨幅% | | 1 | 300265 | 通光线缆 | 1 | 19.98 | 56.16亿 | 46.70 | | 2 | 002471 | 中超控股 | 1 | 10.02 | 66.11亿 | 76.92 | | 3 | 605358 | 立昂微 | # | 10.01 | 245亿 | 47.36 | | ব | 001208 | 华蒙线缆 | 1 | 10.00 | 94.80亿 | 64.39 | | 5 | 002428 | 石陶猪业 | 1 | 8.99 | 210亿 | 70.27 | | 6 | 300 ...

Core Viewpoint - Huaguang New Materials (688379.SH) has been deeply engaged in the brazing materials sector for thirty years and is actively developing innovative materials and efficient welding solutions, including smart laser brazing and smart laser cladding, which have started to generate revenue, albeit at a small initial scale [1] Group 1 - The company has a long-standing focus on the brazing materials field, with thirty years of experience [1] - The company is expanding its technological capabilities by developing smart laser brazing and smart laser cladding solutions [1] - Revenue from these new business segments has begun to materialize, although it currently represents a small proportion of total income [1] Group 2 - The company is also researching adhesive technologies for applications in aircraft engines [1] - Revenue from the adhesive technology segment has not yet been realized [1]

华光新材的三十年发展史，是一部以技术创新驱动进口替代、不断拓展应用边界的奋斗史。从1995年创 立之初聚焦钎焊材料，到2001年自主研发银钎料打破国外垄断，再到2007年登顶中国制冷产业链细分市 场，公司完成了从"追光者"到"领军者"的蜕变。此后，荣获国家科技进步二等奖、牵头制定国家《银钎 料》标准、获评"制造业单项冠军示范企业"，直至2020年成功登陆科创板，成为行业及余杭区首家科创 板上市企业，每一步都夯实了其在基础材料领域的领先地位。 更为关键的是，华光新材的创新从未止步于传统优势领域。近年来，公司敏锐捕捉产业变革信号，相继 通过IATF16949认证切入新能源汽车赛道，实现锡焊膏技术突破进军微电子领域，并成立电子连接事业 部。其产品线已从巩固中温钎料优势，发展为覆盖电子浆料、软钎料、高温钎料的全品类布局，深度融 入智能家居、电力电气、新能源汽车、航空航天乃至AI算力等经济主战场。这为拥抱智能化变革奠定 了坚实的产业基础和市场洞察力。 "AI智联"成为高峰论坛焦点，指明产业升级新路径 在制造业向高端化、智能化、绿色化转型的时代浪潮中，作为"工业筋骨"的连接材料与技术，其创新水 平直接关乎产业链的自主可控 ...