四川华丰科技股份有限公司关于2025年度向特定对象 发行A股股票申请收到上海证券交易所审核意见通知的公告 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。 四川华丰科技股份有限公司（以下简称"公司"）于2026年2月4日收到上海证券交易所出具的《关于四川 华丰科技股份有限公司向特定对象发行股票的交易所审核意见》，具体意见如下："四川华丰科技股份 有限公司向特定对象发行股票申请符合发行条件、上市条件和信息披露要求。本所将在收到你公司申请 文件后提交中国证监会注册。" 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688629 证券简称：华丰科技 公告编号：2026-003 公司本次向特定对象发行A股股票事项尚需获得中国证券监督管理委员会（以下简称"中国证监会"）作 出同意注册的决定后方可实施，最终能否获得中国证监会同意注册的决定及其时间尚存在不确定性。公 司将根据该事项的进展情况及时履行信息披露义务，敬请广大投资者注意投资风险。 特此公告。 四川华丰科技股份有限公司董事会 2026年2月6日 ...

证券代码：688629 证券简称：华丰科技 公告编号：2026-003 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。 四川华丰科技股份有限公司（以下简称"公司"）于 2026 年 2 月 4 日收到 上海证券交易所出具的《关于四川华丰科技股份有限公司向特定对象发行股票的 交易所审核意见》，具体意见如下："四川华丰科技股份有限公司向特定对象发 行股票申请符合发行条件、上市条件和信息披露要求。本所将在收到你公司申请 文件后提交中国证监会注册。" 公司本次向特定对象发行 A 股股票事项尚需获得中国证券监督管理委员会 （以下简称"中国证监会"）作出同意注册的决定后方可实施，最终能否获得中 国证监会同意注册的决定及其时间尚存在不确定性。公司将根据该事项的进展情 况及时履行信息披露义务，敬请广大投资者注意投资风险。 特此公告。 四川华丰科技股份有限公司董事会 2026 年 2 月 6 日 四川华丰科技股份有限公司 关于 2025 年度向特定对象发行 A 股股票申请 收到上海证券交易所审核意见通知的公告 ...

Core Viewpoint - A total of 371 companies on the Sci-Tech Innovation Board have issued performance forecasts for 2025, with 125 companies expecting losses, 82 expecting profit increases, 70 expecting reduced losses, 50 expecting profits, 43 expecting declines, and 1 expecting stable performance [1][6]. Performance Forecast Summary - Among the 371 companies, 82 are expected to increase profits, and 50 are expected to be profitable, resulting in a total of 132 companies with positive forecasts, accounting for 35.58% of the total [1][6]. - 88 companies are projected to have a net profit increase of over 100%, while 33 companies are expected to see an increase between 50% and 100% [1][6]. Individual Company Highlights - Yuanjie Technology is expected to have the highest net profit increase, with a median increase of 3197.55% [1][6]. - Sino Medical and Huafeng Technology are projected to have median net profit increases of 3000.00% and 2145.01%, ranking second and third respectively [1][6]. Industry Performance Insights - The industries with companies expecting net profit increases of over 50% include electronics (31 companies), machinery (24 companies), and biomedicine (22 companies) [1][6]. Stock Performance Overview - Sci-Tech Innovation Board stocks with high expected growth have averaged a 15.69% increase this year [2][6]. - The stock with the highest increase is Zhuoyi Information, which has risen by 92.10%, followed by Zhenlei Technology and Helin Micro-Nano with increases of 68.00% and 67.47% respectively [2][6]. Capital Flow Analysis - In the past five days, the stocks with significant net inflows include Guodun Quantum (5.72 billion), Green Harmony (3.08 billion), and Jieput (2.46 billion) [7]. - Conversely, stocks with significant net outflows include Cambrian (50.99 billion), Baiwei Storage (16.59 billion), and Chip Micro (5.98 billion) [7].

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The domestic model release period is intensifying, with significant models such as DeepSeek's open-source OCR2, Kimi's K2.5, Alibaba's Qwen3-Max-Thinking, and Baidu's Wenxin 5.0 being launched recently. ByteDance plans to release three new AI models in February, indicating a rapid acceleration in model commercialization [5] - Domestic cloud vendors are maintaining high capital expenditures, with ByteDance planning 160 billion yuan for 2026, up from approximately 150 billion yuan in 2025. Alibaba is also advancing a 3-year plan for 380 billion yuan in AI infrastructure [5] - The rapid iteration of domestic models is expected to significantly increase demand for inference-side computing power, with 2026 being a pivotal year for the deployment of domestic supernodes. Major companies like Huawei and Alibaba are launching new supernode solutions [5] - Investment suggestions highlight that the acceleration of domestic model iterations and improvements in inference-side performance will benefit the domestic computing power industry chain, with a focus on companies like Chipone Technology, Huafeng Technology, and Weicai Technology [5] Summary by Sections Recent Market Performance - The report notes a recent market performance with fluctuations, including a -13% change in one segment and a 67% increase in another [2] Key Company Ratings - Chipone Technology: Market cap of 109.3 billion yuan, with a rating of "Increase" [4] - Huafeng Technology: Market cap of 42.1 billion yuan, with a rating of "Increase" [4] - Weicai Technology: Market cap of 17.9 billion yuan, with no specific rating provided [4]

Core Viewpoint - Jihong Co., Ltd. has signed a strategic cooperation agreement with Huafeng Technology, a subsidiary of Zhejiang Huafeng Paper Group, to jointly explore the tobacco paper market in the Middle East, marking a new phase in Jihong's globalization strategy of "teamwork overseas, collaborative win" [1] Group 1: Strategic Partnership - The partnership aims to leverage Jihong's market insights, channels, and localized operational advantages, while Huafeng will provide technological expertise and high-end paper material production capabilities, creating a "technology + market" dual-driven overseas expansion model [1] Group 2: Market Development - The agreement will utilize Jihong's packaging production bases and localized teams in the UAE and Oman, combined with Huafeng's technology in cigarette paper and specialty paper, to develop high-end tobacco paper products tailored to Middle Eastern needs [1] Group 3: Global Expansion - Jihong is actively advancing its overseas layout, with its first overseas packaging production base in Ras Al Khaimah Economic Zone, UAE, expected to commence production in March 2026, aimed at enhancing supply chain efficiency and deepening global market competitiveness [1]

Core Viewpoint - The military industry sector has seen a significant rise, with the military ETF Huabao (512810) increasing over 3%, and many constituent stocks experiencing substantial rebounds, indicating strong market interest and positive performance expectations for 2025 [1][2]. Group 1: Market Performance - The military ETF Huabao (512810) rose by 3.17%, reaching a price of 0.847 [1]. - Key stocks in the military sector, such as Hailanxin, surged over 16%, while Hangfa Control hit the daily limit [1]. - A total of 45 constituent stocks of the military ETF have disclosed their 2025 performance forecasts, with 30 stocks expected to see profit increases [2]. Group 2: Earnings Forecasts - Among the 45 stocks, 14 are projected to double their net profits, with Huafeng Technology showing the highest expected increase of over 2285% [2]. - Hailanxin anticipates a net profit of 40 million to 60 million yuan for 2025, representing a year-on-year growth of 387.47% to 631.20% [1][2]. - Other companies like Zhenlei Technology and Aerospace Science and Technology are also expected to see significant profit growth, exceeding six times their previous earnings [2]. Group 3: Detailed Earnings Projections - A detailed table lists various companies with their projected net profit ranges and year-on-year growth percentages, highlighting significant expected increases across the board [3]. - For instance, Laoshiyuan Technology forecasts a net profit of 33.8 million to 38.8 million yuan, with a growth rate between 2004.17% and 2285.85% [3]. - Aerospace Science and Technology expects a net profit of 6 million to 9 million yuan, with a growth rate of 388.74% to 633.11% [3].

截至2026年1月30日收盘，华丰科技(688629)报收于94.0元，下跌0.2%，换手率6.62%，成交量12.03万 手，成交额11.32亿元。 四川华丰科技股份有限公司为规避汇率波动对经营的不利影响，拟在2026年1月1日至12月31日期间开展 远期结售汇业务，交易金额不超过150万美元及30万欧元，资金来源为自有资金。该事项已于2026年1月 30日经公司第二届董事会第十九次会议审议通过，不涉及关联交易，无需提交股东大会审议。公司已制 定相关内控制度，采取多项风控措施，确保业务合规开展。保荐机构对该事项无异议。 关于开展远期结售汇业务的可行性分析报告 四川华丰科技股份有限公司因跨境贸易涉及美元及欧元结算，为规避汇率波动风险，拟在2026年1月1日 至12月31日期间开展远期结售汇业务，交易金额不超过150万美元及30万欧元，资金来源为自有资金。 公司已制定相关内控制度，明确审批权限和操作流程，不进行投机性交易，旨在提高外汇资金使用效 率，增强财务稳健性。董事会授权董事长或其指定代理人审批相关合约，由财务部具体执行。 申万宏源证券承销保荐有限责任公司关于四川华丰科技股份有限公司开展远期结售汇业务的核查 ...

Group 1 - The company has completed customer validation testing for its 224G high-speed backplane connector and has samples available [1] - The company has initiated project cooperation and communication with major telecommunications customers, with mass production timing dependent on customer demand [1]

Investment Rating - The investment rating for the company is "Buy" (maintained) [1][14] Core Insights - The company is expected to achieve a net profit attributable to shareholders of between 338 million and 388 million yuan in 2025, marking a turnaround from losses and representing a year-on-year increase of approximately 356 million to 406 million yuan, which is about 4.67 to 5.36 times the net profit of 2023 [6][7] - The anticipated net profit for Q4 2025 is projected to be between 115 million and 165 million yuan, reflecting a year-on-year growth of 272% to 434% [6][7] - The growth is primarily driven by the integration of artificial intelligence, cloud computing, and big data technologies, which are fueling a surge in demand for key equipment such as switches, AI servers, and core routers [7] Financial Projections - Revenue projections for 2025, 2026, and 2027 are 2.573 billion, 3.788 billion, and 5.120 billion yuan respectively, with growth rates of 136%, 47%, and 35% [12][13] - The net profit attributable to shareholders is expected to be 370 million, 672 million, and 876 million yuan for the same years, with growth rates of 2182%, 82%, and 30% [12][13] - The earnings per share (EPS) are projected to be 0.80, 1.46, and 1.90 yuan for 2025, 2026, and 2027 respectively [12][13] Market Position and Strategy - The company is actively collaborating with major manufacturers and internet application clients in the AI and data center sectors, including partnerships with Inspur, Huawei, and Tencent [8] - In the electric vehicle sector, the company has expanded its client base to include major players such as SAIC-GM-Wuling and BYD, as well as new clients like FAW Bestune and Geely [9] - The company is focusing on expanding its production capacity in technology innovation fields, particularly in AI, defense, commercial aerospace, and communications [10] Investment and Growth Initiatives - The company plans to invest 4.5 billion yuan in a high-speed line module project, which is expected to be a core component of AI computing servers, with a construction period of six months [11] - An investment of 470 million yuan is allocated for the construction of a defense connector base, aimed at enhancing R&D and manufacturing capabilities for various applications [11] - A project to upgrade communication connector R&D capabilities is set to receive an investment of 80 million yuan, with a two-year construction period [11]

四川华丰科技股份有限公司 二、开展远期结售汇业务的基本情况 （一）交易目的 为了规避汇率波动对公司造成的不利影响，提高外汇资金的使用效率。基于 公司外汇业务实际情况，拟与银行开展远期结售汇业务。 （二）交易金额 公司 2026 年度拟开展远期结售汇业务的金额不超过 150 万美元及 30 万欧 元，在决议有效期内可以滚动使用。有效期内任一时点的交易金额不超过前述最 高额度。 （三）资金来源 公司开展远期结售汇业务资金来源为自有资金，不涉及募集资金。 关于开展远期结售汇业务的可行性分析报告 一、开展远期结售汇业务的必要性 四川华丰科技股份有限公司（以下简称"公司"）在经营业务活动中涉及 跨境贸易，结算币种主要采用美元及欧元。受国际政治、经济形势等因素影响， 汇率和利率波动幅度不断加大，外汇风险显著增加。为了有效规避外汇市场风险， 防范汇率大幅波动对公司经营业绩造成不利影响，公司有必要根据具体情况，适 度开展远期结售汇业务，从而提高外汇资金使用效益，增强公司财务稳健性。 本次授权远期结售汇业务的有效期为 2026 年 1 月 1 日起至 2026 年 12 月 31 日，在授权有效期内交易额度可以滚动使用。上述额 ...