智通财经APP讯，华瓷股份(001216.SZ)公告，公司于2025年9月24日收到参股公司湖南蓝思华联精瓷有 限公司(简称"蓝思华联")的通知，经蓝思华联股东会审议通过，拟对蓝思华联进行解散清算。 ...

华瓷股份公告，公司参股的湖南蓝思华联精瓷有限公司经股东会审议通过，拟进行解散清算。蓝思华联 由华瓷股份与蓝思国际有限公司于2012年6月合资设立。因合资目的已达成，双方一致同意解散，并成 立清算小组处理相关事务。蓝思华联注册资本为2000万元，华瓷股份拥有49%的股份。蓝思华联截至 2025年6月30日的资产总额为1968.58万元，所有者权益为1968.58万元，净利润为-58.68万元。此解散对 华瓷股份的经营和损益影响较小。公司将根据清算工作的进展及时履行信息披露义务。 ...

证券代码：001216 证券简称：华瓷股份 公告编号：2025-079 湖南华联瓷业股份有限公司 关于参股公司拟解散清算的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 湖南华联瓷业股份有限公司（以下简称"公司"）于 2025 年 9 月 24 日收到 参股公司湖南蓝思华联精瓷有限公司（以下简称"蓝思华联"）的通知，经蓝思 华联股东会审议通过，拟对蓝思华联进行解散清算，具体情况如下： 一、事项概述 1、公司与蓝思国际（香港）有限公司于 2012 年 6 月设立湖南蓝思华联精瓷 有限公司,现在双方合资目的已经达成，故拟对蓝思华联进行解散清算。 2、经蓝思华联股东会审议决议，一致同意公司解散、成立清算小组并授权 相关人员办理清算及注销登记手续。 二、拟注销公司的基本情况 公司名称：湖南蓝思华联精瓷有限公司 统一信用代码：91430200595499137Y 注册资本：2,000 万元 企业性质：有限责任公司 注册地址：湖南省醴陵市陶瓷科技工业园 C 区 法定代表人：饶桥兵 成立日期：2012 年 6 月 13 日 经营范围：特种陶瓷材料的研制、生产和经营。 ...

Group 1 - The company primarily focuses on the production and sales of daily-use ceramics [2] - As of now, the revenue contribution from electrical porcelain products is relatively small [2] - The company has not signed any significant orders for electrical porcelain products at this time [2] - The company will comply with regulatory requirements for timely information disclosure regarding any major technological or business developments [2]

财通证券发布研报称，地产政策放松后或提振购房信心，去库有望打通置换链条，建材需求可能迎来边 际改善。目前，"扩大内需"成为当前政策的聚焦点。内需板块韧性较强，从交易趋势来看，当前已逐步 趋向于防御性板块。 北京商报讯（记者 翟枫瑞）9月23日，装修建材板块午盘下跌，以14740.51点收盘，跌幅为2.58%。受 板块影响，装修建材板块个股出现不同程度下跌。华瓷股份午盘以15.25元/股收盘，跌幅为7.41%，领 跌装修建材股。公元股份午盘以4.42元/股收盘，跌幅为6.75%，跌幅位列装修建材股第二。雅博股份午 盘以1.71元/股收盘，跌幅为6.56%，跌幅位列装修建材股第三。除此之外，美克家居午盘以2.44元/股收 盘，涨幅为9.91%，领涨装修建材股。瑞泰科技午盘以15.50元/股收盘，涨幅为2.51%，涨幅位列装修建 材股第二。蒙娜丽莎午盘以16.93元/股收盘，涨幅为1.93%，涨幅位列装修建材股第三。 ...

证券代码：001216 证券简称：华瓷股份 公告编号：2025-078 湖南华联瓷业股份有限公司 关于设立募集资金专户并签署募集资金四方监管协议的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整， 没有虚 假 记载、误导性陈述或重大遗漏。 湖南华联瓷业股份有限公司（以下简称"公司"）于2025年8月26日召开公司第 五届董事会第二十次会议和第五届监事会第十七次会议，以及2025年9月11日召开了 2025年第四次临时股东大会，审议通过了《关于变更部分募集资金用途的议案》， 同意公司调整原募集资金使用计划，将原工程技术中心建设项目的部分募集资金 7148.37万元（含利息）变更用于深圳研发设计中心项目。项目实施主体为公司全资 子公司深圳华耀陶瓷科技有限公司（以下简称"深圳华耀"）。具体内容详见公司 于2025年8月27日披露的《关于变更部分募集资金投资项目并投资设立全资子公司的 公告》（公告编号：2025-063）和2025年9月12日披露的《2025年第四次临时股东大 会决议公告》（公告编号：2025-074）。 为规范募集资金的管理和使用，近日深圳华耀开立了募集资金专项账户，并同 公司与相关方 ...

Core Viewpoint - The company, Hunan Hualian Ceramics Co., Ltd., is experiencing growth in its business segments, particularly in dental materials and cross-border e-commerce, benefiting from currency depreciation and strong overseas revenue. Group 1: Company Performance - The company's stock price increased by 1.86% on September 22, with a trading volume of 224 million yuan and a market capitalization of 4.148 billion yuan [1] - For the first half of 2025, the company reported a revenue of 726 million yuan, representing a year-on-year growth of 25.10%, and a net profit attributable to shareholders of 120 million yuan, up 21.63% year-on-year [7] - Cumulative cash dividends since the company's A-share listing amount to 272 million yuan, with 219 million yuan distributed over the past three years [8] Group 2: Business Segments - The company produces zirconia, a key material for dental products, and has indicated involvement in cross-border e-commerce [2] - Its subsidiary, Hualian Torch, manufactures electrical porcelain products primarily for high and ultra-high voltage applications, serving clients such as the State Grid [3] - The subsidiary's products, including insulators and wall bushings, are utilized in flexible direct current transmission systems, with supply contracts to major clients like the State Grid and Southern Grid [4] Group 3: Market Dynamics - The company benefits from a significant overseas revenue share, accounting for 71.06% of total revenue, aided by the depreciation of the yuan [5] - The stock has seen a net inflow of 23.72 million yuan from major investors, indicating a positive trend in investor sentiment [6] - The average trading cost of the stock is 15.28 yuan, with the current price approaching a resistance level of 16.55 yuan, suggesting potential for upward movement if the resistance is broken [6]

Group 1 - The event held by Huaci Co., Ltd. was the "2025 Hunan Listed Companies Collective Reception Day and Semi-Annual Performance Briefing," attracting significant investor attention [1] - The event featured 11 individual investors from various regions, with a participation rate of 9.09% from each region including Qinghai, Shanghai, Guangxi, Shanxi, Fujian, Sichuan, Inner Mongolia, Henan, Zhejiang, and Shaanxi [1] - The company received 14 investor questions during the briefing, responding to 11 of them, resulting in a response rate of 78.57% [1] Group 2 - The focus of investor inquiries was primarily on dividend-related issues, operational conditions, stock price and market value, performance clarifications, corporate governance, and social responsibility [2] - The most common topic was performance clarification, with 5 questions accounting for 35.71% of the total inquiries [2] - Only one question related to corporate governance and social responsibility, representing 7.14% of the inquiries [2] Group 3 - A total of 8 media outlets reported on the performance briefing event, including Zhongcai.com, Securities Star, Securities Times, and others [3] - There were 14 news articles published across various media platforms, providing timely coverage of the event [3]

Group 1: Financial Performance - The company's revenue in the first half of 2025 increased by 25.1% year-on-year, while net profit attributable to shareholders grew by 21.63% [2] - The gross profit margin for the first half of 2025 was 33.04%, a decrease of 1.08 percentage points compared to the same period last year [2] - The net profit growth rate in the second quarter of 2025 reached 31.51%, indicating strong performance in the industry [3] Group 2: Research and Development - R&D investment for 2024 is projected to be 67.9 million yuan, accounting for over 5% of revenue [1] - In the first half of 2025, R&D expenditure was 31.92 million yuan, reflecting a year-on-year increase of 4.78% [2] - The company holds 503 patents, indicating a strong focus on innovation [1] Group 3: Market Strategy and Expansion - The company plans to invest 1.438 billion yuan in the "ASEAN Ceramic Valley" project, which is expected to add 165 million pieces of colored glaze ceramic capacity, accounting for 40% of current capacity [4] - The company aims to diversify its customer base, as the top two clients account for over 60% of revenue [3] - The establishment of a research center in Shenzhen is part of the strategy to enhance innovation and design capabilities [1] Group 4: Export and International Relations - The proportion of foreign sales reached 71.06%, with key clients including IKEA and William Sonoma [2] - The company faces a 16.5% anti-dumping tax on exports to the EU, but the new Vietnam base will reduce tariffs to 3%, potentially increasing export share [2] - The company has maintained growth in EU exports despite the anti-dumping measures since 2011 [2] Group 5: Risk Management - The company has identified 12 internal risks and 291 related risks, primarily involving legal disputes [4] - Measures have been implemented to ensure compliance and manage related transactions effectively [4] - Accounts receivable accounted for 70.35% of net profit in the first half of 2025, with an average collection period of about one month [5]

Overview - The report summarizes the 2025 Hunan Listed Companies Collective Reception Day and Semi-Annual Performance Briefing held by Huaci Co., Ltd. [1][2] - A total of 14 investor questions were received, with 11 responses provided, resulting in a response rate of 78.57% [2][4]. Guest Response Analysis - The only guest responding was the Board Secretary, Peng Long, who answered all 11 questions [4]. - The overall response rate from the guest was 78.57% [4]. Investor Participation - 11 investors participated in the Q&A session, all of whom were individual investors, representing 100% of the participants [5][6]. - Geographic distribution of questions showed that Qinghai, Shanghai, and Guangxi were the top three regions, each contributing 9.09% of the questions [5][11]. - 90.91% of the questions were submitted via PC, while 9.09% were from mobile users [5]. Question Content Analysis - The focus of investor questions included: - **Operating Conditions**: 8 questions (57.14%) - **Performance Clarifications**: 5 questions (35.71%) - **Corporate Governance and Social Responsibility**: 1 question (7.14%) - No questions were related to dividends or stock price and market value [12][15]. Media Coverage - The event was covered by 8 media outlets, including: - CFI.cn - Stockstar.com - Securities Times - Eastmoney.com - Hexun.com - KJW.cc [16]. - A total of 14 news articles were published regarding the event [17].