【光华科技前三季度营收、净利润双增长】10月15日，光华科技(002741.SZ)发布2025年第三季度报 告。前三季度，其营业收入达20.44亿元，同比增长11.50%；归属于上市公司股东的净利润为9039.34万 元，同比大增1233.70%。 第三季度，光华科技营业收入为7.62亿元，同比增长14.99%；归属于上市公 司股东的净利润为3412.57万元，同比增长962.19%。 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 ...

智通财经APP讯，光华科技(002741.SZ)发布2025年三季度报告，该公司前三季度营业收入为20.44亿 元，同比增长11.50%。归属于上市公司股东的净利润为9039.34万元，同比增长1233.70%。归属于上市 公司股东的扣除非经常性损益的净利润为8806.79万元，同比增长1392.29%。基本每股收益为0.1944 元。 ...

Core Insights - Guanghua Technology (002741) reported a significant increase in revenue and net profit for Q3 2025, indicating strong financial performance [1] Financial Performance - The company achieved a revenue of 762 million yuan in Q3, representing a year-on-year growth of 14.99% [1] - The net profit attributable to shareholders reached 34.13 million yuan in Q3, showing a remarkable year-on-year increase of 962.19% [1] - For the first three quarters, the net profit attributable to shareholders totaled 903.93 million yuan, reflecting a year-on-year growth of 1233.7% [1]

证券代码：002741 证券简称：光华科技 公告编号：2025-047 广东光华科技股份有限公司 广东光华科技股份有限公司董事会 2025 年 10 月 16 日 一、以 9 票同意、0 票反对、0 票弃权，审议通过《2025 年第三季度报告》。 《2025 年第三季度报告》详见公司指定信息披露媒体《中国证券报》、《上 海证券报》、《证券时报》、《证券日报》和巨潮资讯网（www.cninfo.com.cn）。 特此公告。 第六届董事会第四次会议决议公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在虚假记 载、误导性陈述或重大遗漏。 广东光华科技股份有限公司（以下简称"公司"）第六届董事会第四次会议 于 2025 年 10 月 15 日在公司会议室以现场和通讯相结合的方式召开，会议通知 于 2025 年 10 月 8 日通过电话、邮件及书面形式发出，本次会议由董事长陈汉昭 先生主持。出席本次董事会会议的应到董事为 9 人，实际出席会议董事 9 人。公 司高级管理人员列席了本次会议。本次会议的召集、召开以及参会董事人数均符 合相关法律、法规及公司《章程》的有关规定，会议合法有效。 经出席会议的董事审 ...

光华科技10月15日晚间公告，2025年第三季度实现营业收入7.62亿元，同比增长14.99%；归属于上市公 司股东的净利润3412.57万元，同比增长962.19%；基本每股收益0.0734元。 前三季度实现营业收入 20.44亿元，同比增长11.50%；归属于上市公司股东的净利润9039.34万元，同比增长1233.70%。 ...

Core Viewpoint - Guanghua Technology reported significant growth in both revenue and net profit for the third quarter and the first three quarters of the year, indicating strong operational performance and financial health [1] Financial Performance Summary - Third quarter revenue reached 762 million yuan, representing a year-on-year increase of 14.99% [1] - Third quarter net profit was 34.13 million yuan, showing a remarkable year-on-year growth of 962.19% [1] - Revenue for the first three quarters totaled 2.044 billion yuan, reflecting a year-on-year growth of 11.50% [1] - Net profit for the first three quarters amounted to 90.39 million yuan, with a substantial year-on-year increase of 1,233.70% [1]

Financial Performance - The company's revenue for Q3 2025 reached ¥762,326,255.13, representing a 14.99% increase year-over-year[5] - Net profit attributable to shareholders surged to ¥34,125,658.50, a remarkable increase of 962.19% compared to the same period last year[5] - The basic earnings per share (EPS) for the quarter was ¥0.0734, reflecting an increase of 841.41% year-over-year[5] - The net profit for the current period reached ¥90,747,938.16, a significant increase of 1236.46% compared to the previous year's ¥6,790,191.49[9] - The company reported a total profit of ¥93,167,177.62, reflecting a remarkable increase of 5023.49% from ¥1,818,433.31 in the previous year[9] - Total operating revenue for the current period reached ¥2,044,335,743.70, an increase of 11.5% compared to ¥1,833,463,943.97 in the previous period[15] - The company's net profit attributable to shareholders improved to ¥74,750,016.51, compared to a loss of ¥15,643,367.47 in the previous period[14] - The total comprehensive income for the current period is 90,727,746.57, up from 6,801,420.39 in the previous period[17] Cash Flow - The company reported a net cash flow from operating activities of ¥35,238,916.71, which is a 230.06% increase year-to-date[5] - The company's cash flow from operating activities improved significantly, with a net cash flow of ¥35,238,916.71, a turnaround from a negative cash flow of -¥27,094,710.17 in the previous year[9] - Cash flow from operating activities generated a net cash inflow of 35,238,916.71, compared to a net outflow of -27,094,710.17 in the previous period[18] - Cash flow from investing activities resulted in a net outflow of -389,992,747.52, compared to -45,581,470.43 in the previous period[18] - Cash flow from financing activities generated a net inflow of 12,039,881.87, compared to a net outflow of -41,682,896.83 in the previous period[18] - The total cash and cash equivalents at the end of the period is 243,036,033.10, compared to 137,750,942.82 at the end of the previous period[18] Assets and Liabilities - Total assets at the end of the reporting period amounted to ¥3,636,074,247.60, up 3.56% from the end of the previous year[5] - Current assets totaled ¥2,199,628,867.80, an increase of 6.1% from ¥2,072,716,416.46 at the beginning of the period[12] - Total liabilities increased to ¥1,712,344,848.68 from ¥1,678,242,520.74, reflecting a growth of 2.0%[13] - The company's long-term borrowings decreased by 50.01% to ¥74,968,000.00, indicating a reduction in debt obligations[9] - The company's total assets reached ¥3,636,074,247.60, up from ¥3,511,244,173.09, indicating a growth of 3.6%[14] Investments - The company experienced a significant increase in trading financial assets, which rose by 350.15% to ¥450,864,271.22[8] - The long-term equity investment increased by 88.10% to ¥7,212,026.26, attributed to new investments in Guanghua Digital Energy[8] - Investment income surged to ¥3,186,176.69, marking a 946.08% increase from a loss of ¥376,580.18 in the same period last year[9] - The company's long-term equity investments rose to ¥7,212,026.26, up from ¥3,834,126.27, marking an increase of 88.5%[12] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 58,481, with the largest shareholder holding 22.08% of the shares[10] - The top three shareholders collectively hold 32.01% of the company's shares, indicating a concentrated ownership structure[10] Operational Metrics - The company reported a government subsidy of ¥113,562.68 for the quarter, contributing positively to its financial performance[6] - The company plans to continue optimizing its product structure and expanding its market presence to sustain growth in the upcoming periods[9] - Research and development expenses for the current period were ¥71,983,147.42, slightly higher than ¥70,279,918.69 in the previous period[15] - The company's net profit for the current period is 90,747,938.16, compared to 6,790,191.49 in the previous period, representing a significant increase[16] - The operating profit for the current period is 94,156,147.58, compared to 4,821,892.50 in the previous period[16] - The company experienced an asset impairment loss of 41,533,652.31, down from 53,346,330.65 in the previous period[16] - The company reported a fair value change gain of 706,052.04, while credit impairment losses amounted to -1,110,391.71[16] Inventory and Costs - The company reported a significant increase in inventory, which rose to ¥300,804,646.61 from ¥238,106,279.95, an increase of 26.3%[12] - Total operating costs amounted to ¥2,003,429,610.92, up from ¥1,894,948,760.55, reflecting a rise of 5.7%[15]

Market Overview - The electronic chemicals sector increased by 0.31% on October 15, with Anji Technology leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Top Performers - Anji Technology (Code: 6108889) closed at 211.00, up 3.53% with a trading volume of 41,100 lots and a transaction value of 852 million [1] - Guanghua Technology (Code: 002741) closed at 22.02, up 3.43% with a trading volume of 227,600 lots and a transaction value of 496 million [1] - Tu Ci Materials (Code: 300285) closed at 22.78, up 2.52% with a trading volume of 196,500 lots and a transaction value of 439 million [1] Underperformers - Siquan New Materials (Code: 301489) closed at 211.95, down 5.80% with a trading volume of 59,000 lots and a transaction value of 1.237 billion [2] - Huate Gas (Code: 688268) closed at 68.16, down 4.00% with a trading volume of 55,600 lots and a transaction value of 377 million [2] - Qiangli New Materials (Code: 300429) closed at 14.43, down 3.09% with a trading volume of 392,600 lots and a transaction value of 565 million [2] Capital Flow - The electronic chemicals sector experienced a net outflow of 1.01 billion from institutional investors, while retail investors saw a net inflow of 799 million [2][3] - The top net inflows from retail investors were observed in the following companies: - Anji Technology: -581.11 million [3] - Guanghua Technology: -882.90 million [3] - Jianghua Micro: 278.92 million [3]

Core Viewpoint - The company has approved the use of idle raised funds for cash management, ensuring that it does not affect the normal use of the raised funds for investment projects [1][5]. Summary by Sections Idle Fund Management Overview - The company plans to use up to 500 million RMB of idle raised funds for cash management, with the investment period valid for 12 months from the board's approval [1]. Investment Risk and Control Measures - The company adheres to prudent investment principles, purchasing high-security, liquid, and principal-protected bank financial products [2]. - A ledger is established to manage investment products, allowing for timely analysis and tracking of the investment direction and project progress [2]. - Independent directors have the authority to supervise the use of raised funds and may hire professional institutions for audits if necessary [3]. - The company will fulfill disclosure obligations in accordance with the regulations of the Shenzhen Stock Exchange [4]. Impact on Company Operations - The use of idle raised funds for cash management will not affect the construction of investment projects or the normal operation of daily business, while also improving fund utilization efficiency and generating returns for shareholders [5]. Previous Use of Idle Raised Funds - As of the announcement date, the company has invested a total of 470 million RMB in cash management products that have not yet matured [6].

Core Viewpoint - Guanghua Technology (002741) is actively managing its idle raised funds through cash management products, enhancing fund utilization efficiency while ensuring that ongoing projects remain unaffected [1]. Group 1: Stock Performance - As of October 14, 2025, Guanghua Technology's stock closed at 21.29 CNY, up 0.42% from the previous trading day, with a total market capitalization of 9.9 billion CNY [1]. - The stock opened at 21.42 CNY, reached a high of 21.81 CNY, and a low of 20.91 CNY, with a trading volume of 447 million CNY and a turnover rate of 4.9% [1]. Group 2: Financial Management - The company announced the use of idle raised funds for cash management, with a total of 250 million CNY in principal recovered from previously matured financial products, yielding a profit of 1.1006 million CNY [1]. - New investments include 270 million CNY in structured deposit products, comprising 220 million CNY linked to the euro to US dollar exchange rate and 100 million CNY in two RMB structured deposits, all sourced from idle raised funds [1]. - The expected annualized return on these products ranges from 0.59% to 2.41%, and the company has no related party relationships with the trustee [1]. - As of the announcement date, the total amount of idle raised funds invested in cash management products that have not yet matured is 470 million CNY [1].