证券代码：688629 证券简称：华丰科技 公告编号：2025-022 四川华丰科技股份有限公司 关于部分募集资金投资项目结项并将节余募集资金永久补 充流动资金及部分募集资金投资项目延期的公告 1 资金净额为 57,148.34 万元。上述募集资金已全部到位，并由大华会计师事务所 （特殊普通合伙）于 2023 年 6 月 20 日对本次发行的资金到账情况进行了审验， 出具了"大华验字[2023]000326 号"《验资报告》。募集资金到账后，公司已对 募集资金进行了专户存储，公司与保荐机构及募集资金专户监管银行签订了《募 集资金专户存储三方监管协议》。 公司于 2024 年 3 月 28 日召开的第一届董事会第三十五次会议和第一届监事 会第十九次会议以及 2024 年 4 月 15 日召开 2024 年第一次临时股东大会，审议 通过了《关于使用超募资金投资建设新项目的议案》，同意公司使用超募资金 67,698,580.64 元及其衍生利息收益投资建设高速线模组生产线项目。项目总投资 金额为人民币 147,200,000.00 元，剩余资金以自有资金补足。保荐机构对上述事 项出具了无异议的核查意见。2024 年 ...

证券代码：688629 证券简称：华丰科技 公告编号：2025-023 四川华丰科技股份有限公司 第二届监事会第九次会议决议公告 （一） 审议通过了《关于部分募集资金投资项目结项并将节余募集资金永 久补充流动资金及部分募集资金投资项目延期的议案》 公司监事会认为：公司本次对部分募投项目结项并将节余募集资金永久补充 流动资金，有利于提高募集资金使用效率，符合公司和全体股东的利益，不存在 损害公司及股东特别是中小股东利益的情形；公司本次部分募投项目延期是公司 根据项目实施的实际情况做出的，符合公司经营需要，不存在变相改变募集资金 投向的行为，不存在损害公司和全体股东利益的情形。该事项的决策与审批程序 符合中国证监会、上海证券交易所关于上市公司募集资金管理的有关规定。监事 会同意公司本次关于部分募集资金投资项目结项并将节余募集资金永久补充流 动资金及部分募集资金投资项目延期的事宜。 具体内容详见公司同日披露于上海证券交易所网站（www.sse.com.cn）的《关 于部分募集资金投资项目结项并将节余募集资金永久补充流动资金及部分募集 资金投资项目延期的公告》。 表决情况：赞成票：3 票，反对票：0 票，弃权票：0 ...

四川华丰科技股份有限公司 证券代码：688629 证券简称：华丰科技 公告编号：2025-021 关于首次公开发行部分战略配售限售股上市流通的公告 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： 本次股票上市类型为首发战略配售股份（限售期 24 月）；股票认购方式 为网下，上市股数为3,457,446股。本公司确认，上市流通数量等于该限售期的全 部战略配售股份数量。 本次股票上市流通总数为3,457,446股。 本次股票上市流通日期为2025 年 6 月 27 日。 一、本次上市流通的限售股类型 二、本次上市流通的限售股形成后至今公司股本数量变化情况 根据中国证券监督管理委员会于 2023 年 4 月 23 日出具的《关于同意四川华 丰科技股份有限公司首次公开发行股票注册的批复》（证监许可[2023]893 号），四 川华丰科技股份有限公司（以下简称"公司"或"华丰科技"）首次公开发行人民 币普通股（A 股）6,914.8924 万股，并于 2023 年 6 月 27 日在上海证券交易所科创 板上市。公司首 ...

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 首次公开发行部分战略配售限售股上市流通的核查意见 申万宏源证券承销保荐有限责任公司（以下简称"申万宏源"或"保荐机构"） 作为四川华丰科技股份有限公司（以下简称"华丰科技"或"公司"）的保荐机构， 根据《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市规则》 《科创板上市公司持续监管办法（试行）》《上海证券交易所科创板上市公司自律监 管指引第 1 号——规范运作》等有关规定，对华丰科技首次公开发行部分战略配售限 售股上市流通进行了专项核查，并出具核查意见如下： 一、本次上市流通的限售股类型 根据中国证券监督管理委员会于 2023 年 4 月 23 日出具的《关于同意四川华丰科 技股份有限公司首次公开发行股票注册的批复》（证监许可[2023]893 号），公司首次 公开发行人民币普通股（A 股）6,914.8924 万股，并于 2023 年 6 月 27 日在上海证券 交易所科创板上市。公司首次公开发行完成后总股本为 46,099.2831 万股，其中有限售 条件流通股 40,624.2730 万股，无限售条件流通股 5,475.010 ...

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 部分募集资金投资项目结项并将节余募集资金永久补充流动资 金及部分募集资金投资项目延期的核查意见 申万宏源证券承销保荐有限责任公司（以下简称"申万宏源"或"保荐机构"） 作为四川华丰科技股份有限公司（以下简称"华丰科技"或"公司"）的保荐机构和 主承销商，根据《证券发行上市保荐业务管理办法》《上市公司募集资金监管规则》 《上海证券交易所科创板上市公司自律监管指引第1号——规范运作》《上海证券交 易所科创板股票上市规则》《科创板上市公司持续监管办法（试行）》等有关规定， 对华丰科技部分募集资金投资项目结项并将节余募集资金永久补充流动资金及部分募 集资金投资项目延期进行了审慎核查，核查意见如下： 一、募集资金基本情况 （一）募集资金金额及资金到账情况 经上海证券交易所审核同意，并根据中国证券监督管理委员会出具的《关于同意 四川华丰科技股份有限公司首次公开发行股票注册的批复》（证监许可〔2023〕893 号），公司首次公开发行人民币普通股（A股）69,148,924股，每股发行价格9.26元， 募集资金总额为640,319,036.24元，坐扣承销和保荐 ...

Market Overview - On May 30, the three major A-share indices collectively declined, with the Shanghai Composite Index falling by 0.47% to 3347.49 points, the Shenzhen Component Index down by 0.85% to 10040.63 points, and the ChiNext Index decreasing by 0.96% to 1993.19 points [1]. Fund Manager Changes - In the past 30 days (April 30 to May 30), a total of 513 fund managers have left their positions across various funds. On May 30 alone, 39 funds announced changes in fund managers, with 6 leaving due to job changes and 2 due to personal reasons [1]. - Notable fund managers who left include those managing a total of 15 funds and 24 funds respectively, indicating significant turnover that could impact fund performance [1]. New Fund Managers - New fund managers have taken over several funds, including Yan Peixian at China Europe Fund, managing assets totaling 12.365 billion yuan, with a notable return of 87.82% over 10 years and 49 days on the China Europe Pure Bond One Year A fund [3]. - Other new appointments include managers for the China Europe Xingyue Bond A and C funds, as well as the China Europe Xingying One Year Open Bond Initiation fund [3]. Fund Research Activity - In the last month, Huaxia Fund conducted the most company research, engaging with 67 listed companies, followed by Bosera Fund with 62 and Harvest Fund with 60 [5]. - The most researched industry was specialized equipment, with 278 instances of fund company inquiries, followed by the medical device sector with 210 inquiries [5]. Individual Stock Research - The most researched stock in the past month was Zhaowei Electromechanical, with 88 fund management companies participating in the research, followed by Anji Technology and Heng'erda with 82 and 80 respectively [6]. - In the past week (May 23 to May 30), Huafeng Technology led with 33 fund institutions conducting research, followed by Jucheng Co., Kexing Pharmaceutical, and Aisen Co. with 27, 24, and 17 respectively [6].

Group 1 - The core viewpoint of the article highlights that Huafeng Technology has seen a year-on-year increase in defense orders during February and March, with expectations for gradual performance improvement in the second and third quarters [1] - The company is facing some price pressure in the defense sector, but the overall impact is manageable, and measures are being taken to reduce costs and increase efficiency [1] - Huafeng Technology has established a project team for humanoid robot connectors, which is still in the incubation stage, indicating a focus on innovation and new product development [1] Group 2 - The company’s defense-related connector products are highly customized for special scenarios, such as environmental resistance and electromagnetic interference [1] - In the electric vehicle sector, Huafeng Technology has clients including SAIC-GM-Wuling and BYD, indicating a strong presence in the growing EV market [1] - The company anticipates a high expense ratio in 2024 due to ongoing product research and development, as well as customer development efforts [1] Group 3 - The high-speed line module products are customized based on client needs, showcasing the company's adaptability and client-focused approach [1] - Huafeng Technology is advancing projects in high-speed backplane connectors and line modules with clients such as Inspur and ZTE [1] - The CPU socket business is still in the investment phase, with expectations to gradually ramp up production starting in 2026 [1]

Group 1 - The core viewpoint of the news is that Huafeng Technology is experiencing growth in defense orders and expects performance improvement in the second and third quarters of the year, with a focus on cost reduction and efficiency enhancement [1] - In the defense sector, Huafeng Technology faces some price pressure, but the overall impact is manageable, and the company is taking measures to mitigate costs [1] - The company has established a project team for humanoid robot connectors, which is still in the incubation stage, indicating a focus on innovation and new product development [1] Group 2 - Huafeng Technology's defense orders have shown year-on-year growth in the first quarter, particularly in the missile-mounted field [1] - The company is involved in customized defense connectors that are used in special scenarios, such as environmental resistance and electromagnetic interference [1] - The company's clients in the new energy vehicle sector include major players like SAIC-GM-Wuling and BYD, highlighting its presence in a growing market [1] Group 3 - The company anticipates a higher expense ratio in 2024 due to ongoing product research and customer development, leading to increased R&D and management costs [1] - Huafeng Technology's high-speed module products are customized based on client needs, indicating a tailored approach to product development [1] - The CPU Socket business is still in the investment phase, with expectations to gradually ramp up production starting in 2026 [1]

Investment Rating - The investment rating for Huafeng is not explicitly stated in the provided documents, but there is a positive outlook on the company's performance and growth potential in the AI server market [2][4][8]. Core Insights - Huafeng's management is optimistic about the demand growth for high-speed line modules and backplane connectors for AI servers, expecting to ramp up production capacities in the second quarter of 2025 [1][4]. - The company is expanding its customer base to include more Chinese server brands and cloud service providers, indicating a strategic move to diversify its market presence [1][8]. - The positive outlook on Huafeng aligns with the broader positive sentiment regarding the China AI supply chain and advanced semiconductor nodes, suggesting a favorable environment for growth [2][4]. Summary by Sections Company Profile - Huafeng Tech (688629.SS) specializes in connectors and interconnection solutions for servers, industrial applications, and automotive sectors, with a focus on high-speed backplane connectors and line modules ranging from 10GB/s to 112GB/s [3][4]. Demand and Production Capacity - The demand for high-speed line modules is driven by the AI server market, with Huafeng's products currently in mass production for 56G and 112G applications, and development ongoing for 200G/224G products [4][9]. - The company has invested in six production lines for high-speed modules, with expectations for production to stabilize in the second half of the year as capacity ramps up [9]. Strategic Partnerships - Management sees potential for partnerships with Chinese server brands and cloud service suppliers, aiming to generate revenue from a more diversified customer base this year [8][9].

Group 1 - The company will hold a performance briefing for the fiscal year 2024 and the first quarter of 2025 on May 28, 2025, from 09:30 to 11:30 [1][2] - The briefing will take place at the Shanghai Stock Exchange Roadshow Center and will be conducted via video live streaming and online interaction [1][2] - Investors can submit questions from May 21, 2025, to May 27, 2025, before 16:00, through the Roadshow Center website or via the company's email [2][3] Group 2 - Key participants in the briefing will include the General Manager, Secretary of the Board, Chief Financial Officer, and an Independent Director [2] - After the briefing, investors can access the main content and details of the event through the Shanghai Stock Exchange Roadshow Center [3]