证券代码：300283 证券简称：温州宏丰 编号：2025-105 温州宏丰电工合金股份有限公司 关于公司股东权益变动触及 1%整数倍的公告 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 公司控股股东、实际控制人陈晓先生保证向本公司提供的信息内容真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 持与此前已披露的减持意向及减持计划一致，减持数 量在已披露的减持计划范围内。截至本公告披露日， 本次减持计划尚未履行完毕。陈晓先生严格履行了关 于股份减持的承诺，不存在违反承诺的情形。 本次变动是否存在违反 《证券法》《上市公司收 购管理办法》等法律、行 政法规、部门规章、规范 性文件和深交所业务规 则等规定的情况 是□ 否☑ 5.被限制表决权的股份情况 按照《证券法》第六十三 条的规定，是否存在不得 行使表决权的股份 是□ 否☑ 6.30%以上股东增持股份的进一步说明（不适用） 7.备查文件 1.陈晓先生出具的《关于减持公司股份触及 1%整数倍的告知函》； 2.深交所要求的其他文件。 特此公告。 温州宏丰电工合金股份有限公司 董事会 2025 年 10 月 14 日 温州宏丰电工合金股 ...

Core Viewpoint - Wenzhou Hongfeng (300283) has developed a new "high-performance Ag/WC composite contact material" that addresses the reliance on imports and is recognized as one of the first new materials in China, crucial for the safe operation of new energy DC load electrical equipment [1][2] Group 1: Product Development and Market Position - The new Ag/WC composite contact material has achieved international advanced levels in key indicators such as resistivity, hardness, and contact temperature rise, significantly improving arc erosion resistance compared to imported products [2][4] - The company has successfully broken the foreign monopoly in three major fields with its core products, including the high-performance contact materials for new energy applications [2][5] - The company has also achieved breakthroughs in ultra-thin copper foil manufacturing technology, addressing industry pain points and establishing a stable supply [3] Group 2: Industry Context and Growth Potential - China's dependence on foreign high-end contact materials is high, with a 64.8% overall dependency and 82% for high-performance silver-nickel contact materials, indicating a significant market opportunity for domestic alternatives [1][2] - The "New Materials Industry Development Guide" aims for a self-sufficiency rate of over 85% for contact materials by 2030, creating a market space of 30 billion yuan annually for domestic replacements [2] - The lithium battery copper foil market is expected to maintain a compound annual growth rate of around 20% from 2025 to 2030, with the market size projected to exceed 220 billion yuan by 2030 [2] Group 3: Financial Performance and R&D Investment - In 2024, the company achieved a revenue of 3.135 billion yuan, reflecting an 8.09% year-on-year growth, supported by its diverse product offerings and strong customer base [4] - The company invested 90.5145 million yuan in R&D in 2024, a 6.84% increase from the previous year, and has accumulated 144 authorized patents, including 106 invention patents [4] - The company has established a technology transfer system that enhances R&D efficiency and has become one of the largest domestic producers of contact materials, serving major international and domestic clients [4]

Company Overview - Wenzhou Hongfeng Electric Alloy Co., Ltd. is located in Wenzhou, Zhejiang Province, and was established on September 11, 1997, with its listing date on January 10, 2012 [2] - The company's main business involves the research, production, and sales of electrical contact functional composite materials, components, and hard alloy products [2] - The revenue composition includes: integrated electrical contact components (33.50%), particle and fiber reinforced electrical contact functional composite materials and components (24.84%), layered composite electrical contact functional composite materials and components (16.14%), others (10.51%), hard alloys (10.11%), and lithium battery copper foil (4.91%) [2] Financial Performance - For the first half of 2025, Wenzhou Hongfeng achieved operating revenue of 1.687 billion yuan, a year-on-year increase of 28.53%, while the net profit attributable to the parent company was -3.813 million yuan, a year-on-year decrease of 45.01% [2] - The company has cumulatively distributed 150 million yuan in dividends since its A-share listing, with a total of 19.6705 million yuan distributed over the past three years [3] Stock Performance - As of September 24, Wenzhou Hongfeng's stock price increased by 2.13% to 7.18 yuan per share, with a total market capitalization of 3.568 billion yuan [1] - Year-to-date, the stock price has risen by 30.78%, but it has decreased by 6.39% over the last five trading days [1] - The stock has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 85.5068 million yuan on July 18 [1] Shareholder Information - As of June 30, the number of shareholders for Wenzhou Hongfeng was 21,800, an increase of 14.26% from the previous period, with an average of 14,087 circulating shares per person, a decrease of 12.48% [2]

Core Viewpoint - Wenzhou Hongfeng (300283) has stated that it will continue to focus on production and operations, with relevant financial data to be disclosed in periodic reports [1] Group 1 - The company is committed to maintaining its production and operational activities [1] - Financial data will be disclosed in regular reports, ensuring transparency for investors [1]

Core Viewpoint - Wenzhou Hongfeng (300283) is focusing on advanced heat dissipation technologies, specifically VC (Vapor Chamber) heat spreaders, which are already being applied in consumer electronics [1] Group 1: Company Strategy - The company has laid out plans to develop VC heat spreaders and is committed to continuous technological innovation [1] - Wenzhou Hongfeng aims to seize market opportunities and enhance customer collaborations to increase its overall value [1]

Core Viewpoint - Wenzhou Hongfeng (300283) has announced its investment in advanced heat dissipation technologies, specifically VC (Vapor Chamber) heat spreaders, which are now being utilized in relevant consumer electronics sectors [1] Company Summary - The company has made strategic advancements in the field of heat dissipation technology by focusing on VC heat spreaders [1] - The materials for VC heat spreaders have already been applied in consumer electronics, indicating a practical implementation of their technology [1]

证券代码：300283 证券简称：温州宏丰 编号：2025-104 陈晓和林萍为公司实际控制人。截至公告披露日，双方所持质押股份情况如 下： | 股东 | 持股数量 | 持股比 | 累计质押股 | 占其所持 | 占公司总 | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | （股） | 例 | 份数量 | 股份比例 | 股本比例 | 已质押股 | 占已质 | 未质押股 | 占未质 | | | | | （万股） | | | 份限售和 | 押股份 | 份限售和 | 押股份 | | | | | | | | 冻结数量 | 比例 | 冻结数量 | 比例 | | 陈晓 | 168,636,292 | 33.93% | 3,920 | 23.25% | 7.89% | 0 | 0 | 0 | 0 | | 林萍 | 15,444,000 | 3.11% | 0 | 0 | 0 | 0 | 0 | 0 | 0 | | 合计 | 184,080,292 | 37.04% | 3,920 | 21 ...

Core Viewpoint - Wenzhou Hongfeng experienced a decline of 5.08% on September 18, with a stock price of 7.28 yuan per share and a total market capitalization of 3.618 billion yuan [1] Company Overview - Wenzhou Hongfeng Electric Alloy Co., Ltd. is located in Wenzhou, Zhejiang Province, and was established on September 11, 1997. The company was listed on January 10, 2012. Its main business involves the research, production, and sales of electrical contact functional composite materials, components, and hard alloy products [1] - The revenue composition of the company includes: integrated electrical contact components (33.50%), particle and fiber reinforced electrical contact functional composite materials and components (24.84%), layered composite electrical contact functional composite materials and components (16.14%), others (10.51%), hard alloys (10.11%), and lithium battery copper foil (4.91%) [1] Fund Holdings - According to data, one fund under Bohai Huijin Asset Management holds Wenzhou Hongfeng as its tenth largest position. The Bohai Huijin New Momentum Theme Mixed A Fund (010584) held 149,800 shares in the second quarter, accounting for 2.03% of the fund's net value. The estimated floating loss today is approximately 58,400 yuan [2] - The Bohai Huijin New Momentum Theme Mixed A Fund was established on March 23, 2021, with a latest scale of 43.466 million yuan. Year-to-date, it has achieved a return of 45.41%, ranking 1252 out of 8172 in its category. Over the past year, it has returned 89.72%, ranking 854 out of 7980, and since inception, it has returned 21.78% [2] Fund Manager Information - The fund manager of Bohai Huijin New Momentum Theme Mixed A Fund is He Xiang, who has been in the position for 8 years and 58 days. The total asset scale of the fund is 48.7916 million yuan. During his tenure, the best fund return was 36.68%, while the worst was -17.42% [3]

Group 1 - Yishitong plans to repurchase shares worth between 30 million to 55 million yuan at a price not exceeding 40.69 yuan per share, intended for employee stock ownership plans or equity incentives [1] - Guoyao Modern's subsidiary has received approval for a sodium bicarbonate injection to increase specifications and pass consistency evaluation [2] - Xinjing plans to reduce its shareholding by up to 1.2 million shares, accounting for 0.78% of the total share capital, between October 14, 2025, and January 13, 2026 [2] Group 2 - Jinfeikeda intends to apply for an additional credit limit of up to 60 million yuan from Jiangsu Financial Leasing [3] - Boshi Co. signed a project contract worth 235 million yuan with Guoneng Yulin Chemical for a three-year service period starting from October 31, 2025 [4] - Luan Energy reported a coal sales volume of 3.78 million tons in August, a decrease of 13.70% year-on-year [6] Group 3 - Shengnong Development achieved sales revenue of 1.857 billion yuan in August, a year-on-year increase of 19.11% [8] - Huading Co. plans to transfer 9.26% of its shares through public solicitation of transferees [10] - China Metallurgical Group's new contract amount from January to August decreased by 18.2% year-on-year, totaling 679.57 billion yuan [12] Group 4 - Longjing Environmental plans to invest approximately 3.99 billion yuan in the construction of a hydropower station project in the Democratic Republic of the Congo [14] - Longjing Environmental also plans to invest 2.391 billion yuan in an integrated energy station project, expected to be operational by the second quarter of 2026 [15] - Transsion Holdings has set the transfer price for its shares at 81.81 yuan per share, with a subscription rate of 1.15 times [17] Group 5 - Sinopec Oilfield Services won a bid for a natural gas pipeline project with a contract value of 858 million yuan [18] - Huaitian Thermal Power received a warning letter from the Liaoning Securities Regulatory Bureau for information disclosure violations [20] - China Nuclear Engineering signed new contracts totaling 96.633 billion yuan as of August [22] Group 6 - Shanghai Mechanical plans to publicly transfer 67% of its stake in Simic Welding Materials, with an estimated value of 291 million yuan [24] - Zhongke Environmental appointed Tang Xia as the new deputy general manager [26] - Baiyang Pharmaceutical signed a strategic cooperation agreement with Jikun Pharmaceutical for a drug project [28] Group 7 - Jinsong New Materials received a warning letter from the Zhejiang Securities Regulatory Bureau for fundraising irregularities [27] - Weitang Industrial obtained a national invention patent for a battery tray welding deformation control device [29] - Dongsoft Carrier secured two national invention patents related to energy management and voltage regulation circuits [30] Group 8 - Lian De Equipment won a bid for the BOE AMOLED production line project with a total amount of 201 million yuan [31] - Jingjiawei signed a strategic cooperation agreement with Anchaoyun to develop high-performance cloud desktop solutions [32] - Chuaning Biological received approval for a 1 billion yuan medium-term note registration [34] Group 9 - Jifeng Co. plans to reduce its shareholding by up to 2% through block trading [36] - Taihe Intelligent plans to transfer 5.79% of its shares to Sunshine New Energy Development Co., Ltd. [36] - Yangmei Chemical will change its stock name to "Luhua Technology" starting September 17, 2025 [38] Group 10 - ST Songfa's subsidiary signed contracts for the construction of four container ships, with a total value of approximately 300 to 500 million USD [40] - Green Energy Huichong plans to establish a joint venture with Xianyang Economic Development Group with a registered capital of 250 million yuan [42] - Baiyao Tai received a milestone payment of 5.4 million USD from Intas Pharmaceuticals [38]

Group 1 - The company has conducted research on silicon carbide projects and has developed one invention patent [2] - Currently, the company does not have the capability for mass production and application of silicon carbide substrate wafers [2]