10月10日，海优新材跌5.26%，截至发稿，报47.73元/股，成交8771.94万元，换手率2.13%，总市值 40.10亿元。 富国新趋势灵活配置混合A（005517）成立日期2018年3月12日，最新规模5850.24万。今年以来收益 22.56%，同类排名4554/8166；近一年收益28.8%，同类排名3486/8014；成立以来收益11.22%。 富国新趋势灵活配置混合A（005517）基金经理为李世伟。 截至发稿，李世伟累计任职时间1年346天，现任基金资产总规模7168.09万元，任职期间最佳基金回报 22.44%， 任职期间最差基金回报21.28%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，上海海优威新材料股份有限公司位于中国(上海)自由贸易试验区龙东大道3000号1幢A楼 909A室，成立日期2005年9月22日，上市日期2021年1月22日，公司主营业务涉及特种高分子薄膜研 发、生产和销售。主营业务收入构成为： ...

上海海优威新材料股份有限公司 证券代码:688680 证券简称:海优新材 公告编号：2025-061 转债代码:118008 转债简称:海优转债 可转债转股结果暨股份变动公告 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: ● 本季度转股情况：上海海优威新材料股份有限公司（以下简称"公司"） 向不特定对象发行可转换公司债券"海优转债"自 2025 年 7 月 1 日至 2025 年 9 月 30 日期间，"海优转债"共有人民币 167,000 元已转换为公司股票，转股数量 为 3,566 股，占"海优转债"转股前公司已发行股份总额的 0.004244%； ● 累计转股情况：截至 2025 年 9 月 30 日，"海优转债"累计有人民币 227,000 元已转换为公司股票，转股数量为 3,891 股，占"海优转债"转股前公司已发行 股份总额的 0.004631%； ● 未转股可转债情况：截至 2025 年 9 月 30 日，"海优转债"尚未转股的可 转债金额为人民币 693,773,000 元，占"海优转债" ...

资料显示，上海海优威新材料股份有限公司位于中国(上海)自由贸易试验区龙东大道3000号1幢A楼 909A室，成立日期2005年9月22日，上市日期2021年1月22日，公司主营业务涉及特种高分子薄膜研 发、生产和销售。主营业务收入构成为：光伏封装材料行业86.75%，其他(补充)7.34%，其他行业 5.90%。 9月30日，海优新材涨5.03%，截至发稿，报52.18元/股，成交1.19亿元，换手率2.75%，总市值43.84亿 元。 截至发稿，李世伟累计任职时间1年336天，现任基金资产总规模7168.09万元，任职期间最佳基金回报 20.37%， 任职期间最差基金回报19.24%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，富国基金旗下1只基金重仓海优新材。富国新趋势灵活配置混合A（005517）二季度持有股 数6.06万股，占基金净值比例为3.74%，位居第五大重仓股。根据测算，今日浮盈赚取约15.15万元 ...

证券代码:688680 证券简称:海优新材 公告编号：2025-060 转债代码:118008 转债简称:海优转债 上海海优威新材料股份有限公司 关于开立募集资金专户并签订募集资金三方监管协议的公告 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、募集资金基本情况 经中国证券监督管理委员会《关于同意上海海优威新材料股份有限公司向不 特定对象发行可转换公司债券注册的批复》（证监许可[2022]1014 号）文件批复， 上海海优威新材料股份有限公司（以下简称"公司"）向不特定对象共计发行可 转换公司债券 6,940,000 张，每张债券面值为人民币 100 元，募集资金总额为 694,000,000.00 元，扣除不含税的发行费用 2,602,830.19 元，实际募集资金净额为 人民币 691,397,169.81 元。上述资金已全部到位，容诚会计师事务所（特殊普通 合伙）对公司本次募集资金到位情况进行了审验，并于 2022 年 6 月 29 日出具了 《验资报告》（容诚验字[2022]350Z0004 号）。 1 券交 ...

证券之星消息，9月15日光伏设备板块较上一交易日上涨0.43%，晶盛机电领涨。当日上证指数报收于 3860.5，下跌0.26%。深证成指报收于13005.77，上涨0.63%。光伏设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300316 | 晶盛机电 | 38.07 | 8.49% | 69.61万 | | 26.24亿 | | 688147 | 微导纳米 | 47.99 | 8.28% | 19.84万 | | · 9.34亿 | | 688680 | 海优新材 | 52.10 | 5.32% | 4.42万 | | 2.26亿 | | 603381 | 永臻股份 | 24.65 | 4.58% | 13.97万 | | 3.47亿 | | 301168 | 通灵股份 | 40.74 | 2.93% | 3.41万 | | 1.38亿 | | 688556 | 高测股份 | 11.26 | 2.74% | 58.59万 | | 6.56亿 | | ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [7] Core Views - The company reported a revenue of 633 million yuan for H1 2025, a year-on-year decline of 57.47%. The net profit attributable to the parent company was -133 million yuan, showing a reduction in losses [2][5] - In Q2 2025, the company achieved a revenue of 318 million yuan, down 48.07% year-on-year but up 0.66% quarter-on-quarter, with a net profit of -76 million yuan, also indicating a reduction in losses [2][5] - The company is experiencing significant challenges in its film business, with expected sales volume declines and increased costs due to depreciation and labor [10] - The automotive business, particularly the PDCLC dimming film, has made substantial progress, securing partnerships with major automotive manufacturers and initiating a production expansion project [10] - Financial risks have been alleviated, with the debt-to-asset ratio dropping below 50% and inventory decreasing by 40% [10] Summary by Sections Financial Performance - For H1 2025, the company reported a revenue of 633 million yuan, a decrease of 57.47% year-on-year, and a net profit of -133 million yuan, indicating a reduction in losses [2][5] - Q2 2025 revenue was 318 million yuan, down 48.07% year-on-year but up 0.66% from the previous quarter, with a net profit of -76 million yuan [2][5] Business Outlook - The film business is expected to face challenges with declining sales volumes and increased costs, while the automotive business is poised for growth with ongoing partnerships and production expansion [10] - The company is optimistic about the profitability recovery in its film business due to rising EVA particle prices and ongoing collaborations with local enterprises in various countries [10]

Core Viewpoint - Haiyou New Materials (688680.SH) reported a significant decline in revenue and continued net losses in the first half of 2025, indicating ongoing financial challenges for the company [1][2]. Financial Performance - The company achieved operating revenue of 633.13 million yuan in the first half of 2025, a decrease of 57.47% compared to the same period last year [1][2]. - The net profit attributable to shareholders was -133.16 million yuan, slightly improved from -138.21 million yuan in the previous year [1][2]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was -134.88 million yuan, compared to -143.55 million yuan in the same period last year [1][2]. - The net cash flow from operating activities was 178.31 million yuan, a significant improvement from -128.24 million yuan in the previous year [1][2]. Historical Performance - Haiyou New Materials has reported losses for two consecutive years, with net profits of -229 million yuan in 2023 and -558 million yuan in 2024 [2][3]. - The company’s revenue for 2024 was 2.59 billion yuan, down 46.81% from 4.87 billion yuan in 2023 [3]. Fundraising and Financial Strategy - The company raised a total of 1.469 billion yuan in its IPO, with a net amount of 1.347 billion yuan after deducting issuance costs, exceeding the original plan by 747 million yuan [4]. - The funds raised were intended for a high polymer special film technology transformation project, working capital, and repaying bank loans [4]. - In 2022, the company issued convertible bonds raising 694 million yuan, with a net amount of 691.40 million yuan after expenses [5][6].

Group 1 - Minsheng Securities issued a report on September 1, recommending Haiyou New Materials (688680.SH) with a target price of 47.92 yuan [1] - The report highlights that the profitability of the film business is under short-term pressure [1] - The automotive business is expected to become a new growth driver for the company [1]

Investment Rating - The report maintains a "Recommended" rating for the company [4][6]. Core Views - The company's revenue for H1 2025 was 633 million yuan, a year-on-year decrease of 57.47%, with a net profit attributable to shareholders of -133 million yuan, indicating a narrowing loss [1]. - The profitability of the encapsulation film business is under short-term pressure due to fluctuations in the photovoltaic industry and intense price competition, leading to historically low gross margins [2]. - The automotive materials business is expected to become a new growth driver, with significant progress in the development of self-researched PDCLC instant light-adjustable liquid crystal films, which have been successfully industrialized [3]. Summary by Sections Financial Performance - In Q2 2025, the company achieved revenue of 318 million yuan, a year-on-year decrease of 48.07%, but a quarter-on-quarter increase of 0.66% [1]. - The net profit for Q2 2025 was -76 million yuan, continuing the loss trend [1]. Business Segments - The encapsulation film business faces challenges due to the photovoltaic industry's cyclical adjustments and market competition, prompting the company to adopt a conservative strategy while focusing on innovation [2]. - The automotive business has made substantial advancements, with the successful launch of the PDCLC film in vehicles, and the company is actively expanding production capacity [3]. Revenue and Profit Forecast - Revenue projections for 2025-2027 are estimated at 1.605 billion, 2.840 billion, and 3.993 billion yuan, respectively, with net profits expected to improve from -197 million yuan in 2025 to 227 million yuan in 2027 [4][5]. - The company anticipates a significant increase in revenue driven by the automotive business, with corresponding PE ratios of 76X for 2026 and 18X for 2027 [4].

北京商报讯（记者 马换换 王蔓蕾）8月30日，海优新材（688680） 发布2025年半年度报告显示，公司 上半年实现归属净利润约为-1.33亿元，同比减亏。 中报显示，2025年上半年，海优新材实现营业收入约为6.33亿元，同比下降57.47%；对应实现归属净利 润约为-1.33亿元，同比减亏，上年同期为-1.38亿元。 据了解，海优新材是从事特种高分子膜材料的研发、生产和销售的高新技术企业。 ...