证券日报网讯 12月11日，风华高科在互动平台回答投资者提问时表示，截至2025年11月28日，公司股 东总户数为98，288户。 （文章来源：证券日报） ...

2025上半年电容上市企业营收榜单新鲜出炉，东阳光以71.24亿元营收登顶，它凭借在铝电解电容等领域的技术积累与规模化生产，持续占据行业头部位 置。其产品广泛应用于消费电子、新能源汽车等领域，营收规模的领先，彰显出老牌企业在供应链与市场渠道上的深厚积淀。三环集团、风华高科、江海股 份、法拉电子分别实现营收41.49亿元、27.72亿元、26.94亿元、24.99亿元，它们在各自细分领域展现竞争力。 榜单中既有深耕行业多年的"中坚力量"，也有近年上市的"新势力"。新企业虽营收规模尚小，但在特种电容、高端领域的技术探索，为行业注入了创新活 力。未来，随着新能源、人工智能等领域的发展，电容行业的技术与市场竞争或将愈发激烈。 温馨提示：投资有风险，入市需谨慎，以上信息仅供参考，不构成任何投资建议。 | 排序 | 企业 | 股票代码 | 上市时间 | 上市板块 | 菅收 (亿元) | | --- | --- | --- | --- | --- | --- | | 1 | HEC东阳光 | 600673 | 1993年 | 上海证券交易所 | 71.24 | | 2 | Three-circle Group三环集团 | ...

Core Viewpoint - The article discusses the ongoing price increases across the semiconductor supply chain, driven by rising raw material costs and surging demand from AI applications, leading to a widespread tightening of supply and price hikes across various components [3][4][6]. Group 1: Price Increases in PCB and Wafer Manufacturing - The price increase trend has spread to the PCB industry, with major players like 建滔 and 南亚 raising prices by 5% to 10% and 8% respectively due to rising raw material costs [8][9]. - TSMC has announced price hikes for advanced process nodes, with increases expected to be in the range of 8% to 10% starting in 2026, and potentially up to 50% for 2nm wafers [12][11]. Group 2: Storage Market Dynamics - The storage market is experiencing significant price increases, with DRAM and NAND prices rising by 20% to 30% due to AI demand and supply constraints [15][19]. - Major manufacturers like 三星 and SK海力士 have suspended pricing for certain products, indicating a tightening supply situation [17][18]. - Flash memory prices have surged, with companies like 闪迪 announcing a 50% increase in NAND flash contract prices [21]. Group 3: Passive Components Price Adjustments - Passive component manufacturers are also raising prices, with increases driven by raw material costs and heightened demand from AI applications [32][33]. - Companies like 国巨 and 风华高科 have issued price hikes for various components, with increases ranging from 5% to 30% [35][36]. Group 4: Power Devices and Other Components - The power semiconductor market is seeing price increases, particularly following the 安世事件, which has led to a surge in demand for alternative products [42][44]. - 华润微 has confirmed price increases for certain IGBT products, citing rising raw material costs and strong order performance as key factors [45]. Group 5: Market Sentiment and Future Outlook - The overall sentiment in the semiconductor market remains optimistic, with expectations of continued price increases and strong demand driven by AI and other emerging technologies [26][27][28]. - The storage market is anticipated to maintain a tight supply situation, with companies like 兆易创新 predicting further price increases in the coming quarters [23].

证券代码：000636 证券简称：风华高科 公告编号：2025-47 2025 年 12 月 3 日 广东风华高新科技股份有限公司 关于殷健先生不再担任公司总法律顾问的公告 1 公司及董事会全体成员保证公告内容的真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 2 特此公告。 广东风华高新科技股份有限公司董事会 广东风华高新科技股份有限公司（以下简称"公司"）董事会于 近日收到公司董事会秘书殷健先生申请辞去总法律顾问职务的书面 报告，殷健先生因工作调整，向公司董事会申请辞去总法律顾问职务。 辞去该职务后，殷健先生将继续在公司担任董事会秘书职务。 根据《中华人民共和国公司法》及《公司章程》等有关规定，殷 健先生辞去总法律顾问的报告自送达董事会之日起生效。截至本公告 披露日，殷健先生未持有公司股票，不存在应当履行而未履行的承诺 事项。公司董事会对殷健先生在担任总法律顾问期间为公司发展所作 出的贡献表示衷心感谢！ 公司董事会将尽快按照相关规定聘任新的总法律顾问，并及时履 行信息披露义务。 ...

Core Viewpoint - Guangdong Fenghua High-tech Co., Ltd. has been rated as "Excellent" in the provincial enterprise technology center evaluation, highlighting its strong innovation capabilities and R&D system [1][3]. Group 1: Evaluation and Recognition - The provincial enterprise technology center evaluation serves as a benchmark for measuring a company's innovation strength in Guangdong, with scores of 90 and above classified as "Excellent" [4]. - Fenghua High-tech has received 27 national and provincial-level science and technology awards and holds 779 authorized patents, with over 50% being invention patents [5]. Group 2: Innovation and R&D - The company focuses on core technology breakthroughs, establishing a comprehensive innovation system that integrates material research, device manufacturing, and product application [5]. - The technology center has increased R&D investment and successfully developed critical technologies, reducing the cost of high-end raw materials by over 30% [5]. Group 3: Talent and Collaboration - The technology center has gathered over 500 dedicated R&D personnel, including industry-leading experts, and has established partnerships with top universities to create a collaborative innovation network [6]. - The company has invested over 100 million yuan in advanced R&D equipment and software systems, enhancing its innovation capabilities [6]. Group 4: Efficient Transformation of Results - The company has achieved efficient integration of technology R&D, pilot incubation, and mass production, with a monthly production capacity of over 80 billion chip resistors [8]. - Products developed, such as supercapacitors and temperature sensors, are widely used in emerging fields like photovoltaic energy storage and low-altitude economy, contributing to high-quality development in strategic emerging industries [8]. Group 5: Future Directions - The company plans to strengthen the strategic core position of its technology center, focusing on high-reliability, high-capacity, and high-precision core technologies to accelerate the transformation and industrial application of technological achievements [8].

证券代码：000636 证券简称：风华高科 公告编号：2025-46 广东风华高新科技股份有限公司 2025 年第二次临时股东大会决议公告 公司及董事会全体成员保证公告内容的真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、特别提示 （一）本次股东大会未出现新增、变更及否决议案情形。 （二）本次股东大会未涉及变更前次股东大会决议。 二、会议召开和出席情况 （一）会议召开基本情况 1.现场会议召开时间：2025 年 11 月 27 日（星期四）下午 14:30。 2.网络投票时间：通过深圳证券交易所交易系统进行网络投票的 具体时间为：2025 年 11 月 27 日 9:15—9:25、9:30—11:30、13:00 —15:00；通过互联网投票系统进行网络投票的具体时间为：2025 年 11 月 27 日 9:15—15:00 期间任意时间。 3.现场会议召开地点：广东省肇庆市风华路 18 号风华电子工业 城 1 号楼会议室。 （二）会议的出席情况 1．出席的总体情况 通过现场和网络投票的股东 681 人，代表股份 441,233,220 股， 占公司有表决权股份总数的 38.4520％。通过现 ...

关于广东风华高新科技股份有限公司 2025年第二次临时股东大会的法律意见 广东风华高新科技股份有限公司： 国浩律师(广州)事务所 根据中国证券监督管理委员会发布的《上市公司股东会规则》(以下简称《股东 会规则》)的要求，国浩律师(广州)事务所(以下简称"本所"）接受广东风华高新 科技股份有限公司(以下简称"风华高科"或"公司"）的委托，指派张吕、骆瑜律 师(以下简称"本所律师"）出席风华高科2025年第二次临时股东大会(以下简称" 本次股东大会")，对本次股东大会的召集与召开程序、出席会议人员与召集人的资 格、表决程序与表决结果等重要事项出具法律意见。 本所及本所律师依据《中华人民共和国公司法》(以下简称《公司法》)、《律 师事务所从事证券法律业务管理办法》和《律师事务所证券法律业务执业规则(试 行)》等规定及本法律意见出具日以前已经发生或者存在的事实，严格履行了法 定职责，遵循了勤勉尽责和诚实信用原则，进行了充分的核查验证，保证本法律 意见所认定的事实真实、准确、完整，所发表的结论性意见合法、准确，不存在 虚假记载、误导性陈述或者重大遗漏，并承担相应法律责任。 本次股东大会的现场会议于2025年11月27日 ...

Core Viewpoint - The company has adjusted prices for certain products, including inductive magnetic beads and varistors, in response to the ongoing rise in raw material costs [1] Group 1: Company Actions - The company has made price adjustments for specific products due to the continuous increase in raw material prices [1] - The company operates in a highly competitive electronic components industry and will modify its pricing strategy based on market supply and demand, customer needs, and product structure [1]

Core Viewpoint - Fenghua Gaoke (000636) is focusing on emerging market applications and positioning AI computing power as a core business direction for the future, accelerating product development based on market demand [1] Group 1 - The company has successfully integrated into the supply chain of leading domestic AI server clients and is deepening cooperation [1] - There is a strong order backlog from AI computing power clients, indicating rapid growth in related business [1]

Group 1: Market Development and Product Strategy - The company has established four core markets: smart terminals, industrial control, automotive electronics, and home appliances, while also expanding into emerging markets such as AI computing, low-altitude economy, and energy storage [2] - The electronic information industry is undergoing a comprehensive transformation driven by AI technology, with a shift from software to hardware applications expected to increase demand for electronic components [2][3] - The company aims to enhance its product structure by increasing the proportion of high-end and specialized products, thereby accelerating its high-end transformation [2] Group 2: Pricing and Investment Plans - The company has adjusted prices for certain products, such as inductors and varistors, in response to rising raw material costs, indicating a flexible pricing strategy based on market conditions [3] - Future investments will focus on strengthening the core business, particularly in the "3+2" strategy, which includes three main industries and two niche markets, with recent projects aimed at expanding production capacity for high-end electronic components [3][4] Group 3: AI Computing Client Development - The company has prioritized the AI computing sector as a core business direction, successfully integrating into the supply chains of leading domestic AI server clients [4] - AI servers require higher performance electronic components due to their unique characteristics, and the company is leveraging its extensive customer base to meet these demands effectively [4] - Orders from AI computing clients are robust, indicating rapid growth in this segment [4]