2月3日，意华股份涨5.03%，截至发稿，报53.63元/股，成交3.22亿元，换手率3.36%，总市值103.98亿 元。 资料显示，温州意华接插件股份有限公司位于浙江省温州市乐清市翁垟街道意华科技园华星路2号，成 立日期1995年12月23日，上市日期2017年9月7日，公司主营业务涉及以通讯为主的连接器及其组件产品 研发、生产和销售。主营业务收入构成为：太阳能支架57.83%，通讯连接器产品19.74%，其他连接器 及组件产品13.56%，消费电子连接器产品6.58%，其他(补充)2.29%。 从意华股份十大流通股东角度 数据显示，南方基金旗下1只基金位居意华股份十大流通股东。南方中证1000ETF（512100）三季度减 持1.51万股，持有股数106.36万股，占流通股的比例为0.58%。根据测算，今日浮盈赚取约273.35万元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模789.96亿。今年以来收益4.98%，同类 排名1606/5562；近一年收益38.21%，同类排名1744/4285；成立以来收益20.07%。 南方中证1000ETF（512100）基金经理 ...

Group 1: Company Performance - Yihua Co., Ltd. (002897.SZ) forecasts a net profit attributable to shareholders of 310 million to 390 million yuan for 2025, representing a year-on-year growth of 149.66% to 214.09% [1] - The net profit excluding non-recurring gains and losses is expected to be between 282 million to 362 million yuan, with a year-on-year increase of 149.40% to 220.15% [1] - For the first three quarters of 2025, the company achieved an operating income of 4.962 billion yuan, a year-on-year increase of 4.62%, and a net profit attributable to shareholders of 270 million yuan, up 16.33% year-on-year [4] Group 2: Business Segments - The company focuses on connector business and solar tracking bracket business, with communication connectors as the core and consumer electronics connectors as an important component [2] - In the high-speed communication connector sector, the company is concentrating on the R&D of 5G/6G and optical communication modules, having developed products that have passed key customer performance tests [2] - The solar tracking bracket business primarily targets the North American market, with core customers being leading manufacturers in the global photovoltaic sector [4] Group 3: Market Trends - The global connector market is experiencing rapid growth, driven by the demand from new energy vehicles and AI servers [3] - According to data from the China Business Industry Research Institute, the connector market in China is expected to reach approximately 218.1 billion yuan in 2024 and 231.2 billion yuan in 2025 [3] - The market concentration is high, with leading companies holding significant market shares, indicating substantial room for domestic substitution [3] Group 4: Strategic Partnerships and Production - The company has established long-term partnerships with major clients such as Huawei, ZTE, and Foxconn in the communication connector field [4] - Yihua Co., Ltd. has built an efficient production and supply network with overseas factories in the United States and Thailand, enabling quick responses to regional customer demands [4] - The company is well-positioned to leverage the high growth potential in the computing power and new energy sectors, supported by favorable policies and core technologies [4]

Core Viewpoint - Yihua Co., Ltd. (002897) is expected to achieve a net profit of 310 million to 390 million yuan for the year 2025, representing a year-on-year growth of 149.66% to 214.09% [1] Group 1: Financial Performance - The net profit attributable to shareholders is projected to be between 310 million and 390 million yuan, with a significant increase compared to the previous year [1] - The net profit after deducting non-recurring gains and losses is expected to be between 282 million and 362 million yuan, also reflecting a substantial year-on-year growth of 149.40% to 220.15% [1] Group 2: Business Growth Drivers - The growth in performance is primarily attributed to the court-approved restructuring of client SOLTECENERGIASRENOVABLES, S.L.U., eliminating the need for large bad debt provisions compared to the previous year [1] - As a leading enterprise in the domestic communication connector sector, Yihua's product orders for communication connectors have increased, serving as a core engine for performance growth [1] Group 3: Market Position and Technology - With the acceleration of AI technology iterations, the demand for servers and data centers is rising, which in turn boosts the market demand for connectors and other core components [2] - Yihua is one of the few companies in China to achieve mass production of high-speed connectors and optical modules, having overcome several key industry technologies and accumulated numerous core patents [2] Group 4: Product Matrix and Supply Chain - Yihua has established a product matrix covering various high-speed connectors and optical modules, which have been delivered in bulk and are applied in critical scenarios such as data centers and servers [3] - The company actively integrates into the supply chain of high-quality downstream customers, utilizing a customized R&D production model to quickly respond to customer needs, thereby enhancing its competitive advantage [3] Group 5: New Energy Business - Yihua's new energy business, primarily through its subsidiary Yihua New Energy Technology Co., Ltd., has shown steady growth in shipment volumes, with a solid partnership with leading global photovoltaic manufacturer NEXTracker [4] - The company has established an efficient production and supply network through overseas factories in the U.S. and Thailand, enhancing supply chain resilience and market service efficiency [4] Group 6: Synergies and Future Outlook - There are synergies between Yihua's communication and new energy businesses, as both rely on precision manufacturing capabilities, which can lower costs through shared production equipment and technology [4] - The company is positioned in high-growth sectors of computing power and new energy, with potential for long-term growth as technology evolves and production capacity expands [4]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：0028970证券简称：意华股份0公告编号：2026-002 温州意华接插件股份有限公司 三、业绩变动原因说明 1、报告期内，全球算力产业蓬勃发展，带动服务器、数据中心建设需求持续攀升，公司通讯连接器产 品订单同步增长。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年12月31日 2、业绩预告情况：预计净利润为正值且属于同向上升50%以上情形 单位：万元 ■ 二、与会计师事务所沟通情况 本次业绩预告未经会计师事务所审计。公司就业绩预告有关事项与会计师事务所进行了预沟通，公司与 会计师事务所在业绩预告方面不存在重大分歧。 2025年度业绩预告 2、公司客户SOLTEC ENERGIASRENOVABLES, S.L.U.重组已获法院批准，相较于上年同期，本报告 期内公司不存在对SOLTEC ENERGIASRENOVABLES, S.L.U.单项计提的大额坏账准备。 四、其他相关说明 本次业绩预告是公司财务部门初步测算的结果，具体财 ...

Group 1 - The company, Yihua Co., Ltd. (002897.SZ), has disclosed its performance forecast for the year 2025, expecting a net profit attributable to shareholders of between 310 million yuan and 390 million yuan, representing a year-on-year growth of 149.66% to 214.09% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 282 million yuan and 362 million yuan, indicating a year-on-year increase of 149.40% to 220.15% [1]

一、停复牌 嘉事堂：股东光大实业筹划公司股权转让，股票停牌。 二、回购 片仔癀：控股股东九龙江集团拟3亿元-5亿元增持公司股份。创新药PZH2113胶囊Ⅰ期临床试验完成首 例受试者入组，国内外暂无相同适应症的同靶点药品获批上市。 三、并购重组 泰凌微：拟通过发行股份及支付现金方式收购磐启微100%股权。 四、经营 1、百通能源：拟通过全资子公司图达铝业与安哥拉共和国丹德港发展有限公司签订《投资意向协 议》，拟以自有及自筹资金约4亿美元对外投资，并设立全资公司百通图达（安哥拉）铝业有限公司。 2、普洛药业：与杭州德睿智药科技有限公司签订《战略合作框架协议》，开展CDMO项目的长期合 作。 3、诺德股份：拟对全资子公司青海电子2010年投资建设的二厂1.5万吨生产线设备实施更新改造，项目 总投资估算为人民币1.68亿元；改造完成后，生产范围将从原有设计规格为6-8微米及以上常规锂电铜 箔，拓展至具备4.5微米及以下高端锂电铜箔的量产能力。 五、业绩变动 1、国泰海通：2025年净利润为275.33亿元至280.06亿元，同比增加111%至115%。财富管理、机构与交 易等业务收入同比显著增长。 6、南亚新材：20 ...

每经AI快讯，1月27日，意华股份(002897.SZ)公告称，预计2025年归属于上市公司股东的净利润为3.10 亿元-3.90亿元，比上年同期增长149.66%-214.09%。报告期内，全球算力产业蓬勃发展，带动服务器、 数据中心建设需求持续攀升，公司通讯连接器产品订单同步增长；公司客户 SOLTECENERGIASRENOVABLES,S.L.U.重组已获法院批准，相较于上年同期，本报告期内公司不存 在对其单项计提的大额坏账准备。 （文章来源：每日经济新闻） ...

南财智讯1月27日电，意华股份发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 31000万元—39000万元，同比预增149.66%—214.09%；预计2025年全年归属于上市公司股东的扣除非 经常性损益的净利润为28200万元—36200万元，同比预增149.40%—220.15%。业绩变动原因说明：1、 报告期内，全球算力产业蓬勃发展，带动服务器、数据中心建设需求持续攀升，公司通讯连接器产品订 单同步增长。2、公司客户SOLTECENERGIASRENOVABLES,S.L.U.重组已获法院批准，相较于上年同 期，本报告期内公司不存在对SOLTECENERGIASRENOVABLES,S.L.U.单项计提的大额坏账准备。 ...

意华股份公告称，预计2025年归属于上市公司股东的净利润为3.10亿-3.90亿元，同比增长 149.66%-214.09%；扣非净利润为2.82亿-3.62亿元，同比增长149.40%-220.15%。业绩增长一是因全球算 力产业发展，带动公司通讯连接器产品订单增长；二是客户重组获批，本期无单项计提大额坏账准备。 本次业绩预告未经审计，具体数据将在年报披露。 ...

Financial Performance Forecast - The company expects a net profit of approximately 31,000,000 CNY for the year 2025, representing a growth of 149.66% to 214.09% compared to the previous year[3] - The net profit after deducting non-recurring gains and losses is projected to be around 28,200,000 CNY, indicating a growth of 149.40% to 220.15% year-over-year[3] - Basic earnings per share are estimated to be 1.60 CNY, compared to 0.67 CNY in the same period last year[3] Market and Product Insights - The growth in orders for the company's communication connector products is driven by the booming global computing power industry and the increasing demand for servers and data centers[5] - The company has resolved significant bad debt provisions related to its client SOLTEC ENERGIASRENOVABLES, S.L.U., following a court-approved restructuring[5] Reporting and Compliance - The financial data presented is preliminary and will be detailed in the company's 2025 annual report[7] - The company assures that the information disclosed is true, accurate, and complete, with no significant discrepancies with the accounting firm[2] - The earnings forecast has not been audited by the accounting firm, but preliminary communications indicate no major disagreements[4] Investor Guidance - The performance forecast period is from January 1, 2025, to December 31, 2025[2] - The company emphasizes the importance of cautious decision-making and awareness of investment risks for investors[7]