温州宏丰电工合金股份有限公司 股票上市地点：深圳证券交易所 股票简称：温州宏丰 股票代码：300283 信息披露义务人：陈晓 住所：浙江省乐清市****** 通讯地址：浙江省温州海洋经济发展示范区瓯锦大道 5600 号 股份变动性质：股份数量减少 权益变动报告书签署日期：2025 年 10 月 30 日 简式权益变动报告书 上市公司名称：温州宏丰电工合金股份有限公司 截至本报告书签署之日，除本报告书披露的信息外，信息披露义务人没有通 过任何其他方式增加或减少其在温州宏丰中拥有权益的股份。 四、本次权益变动是根据本报告所载明的资料进行的。信息披露义务人没有 委托或者授权其它任何人提供未在本报告书列载的信息和对本报告书做出任何 解释或者说明。 五、信息披露义务人保证本报告书不存在虚假记载、误导性陈述或重大遗漏， 并对其真实性、准确性、完整性承担个别和连带的法律责任。 | | | 第一节 释义 本报告书中，除非文中另有所指，下列词语具有如下含义： 信息披露义务人声明 一、本报告书系依据《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司收购管理办法》（以下简称"《收购办法》"）、《公开发行证券的 公司信 ...

证券代码：300283 证券简称：温州宏丰 编号：2025-109 近日，公司收到陈晓先生出具的《关于减持公司股份触及 1%整数倍的告知 函》。陈晓先生于 2025 年 10 月 28 日通过大宗交易方式减持公司股份 4,969,780 股，占公司总股本的 1%。本次权益变动后，实际控制人陈晓先生、林萍女士合 计持股比例由 37.00%下降至 36.00%，权益变动触及 1%的整数倍。现将具体情况 公告如下： | 1.基本情况 | | | --- | --- | | 信息披露义务人 | 陈晓 | | 住所 | 浙江省乐清市****** | | 权益变动时间 | 2025 年 10 月 28 日 | | 权益变动过程 | 2025 年 10 月 28 日，陈晓先生通过大宗交易方式减持 公司股份 4,969,780 股，占公司总股本的 1%，公司实 | | | 际控制人陈晓先生、林萍女士合计持股比例由 37.00% | | | 下降至 36.00%，权益变动触及 1%的整数倍。 | | 股票简称 温州宏丰 | | 股票代码 | 300283 | | | --- | --- | --- | --- | --- | ...

Core Viewpoint - Wenzhou Hongfeng (300283) is actively engaged in the research, manufacturing, and production of hard alloy products, indicating a focus on advanced materials in its business strategy [1] Group 1 - The company's main business includes the development and production of hard alloy products [1] - The hard alloy bars produced by the company are utilized in downstream applications such as PCB drill bits and drill needles [1]

Group 1 - The core transaction involved Wenzhou Hongfeng, with a total of 268,000 shares traded, amounting to 2.0743 million yuan, which represents 0.28% of the total trading volume for the day [1][2] - The transaction price was 7.74 yuan per share, reflecting a discount of 2.03% compared to the market closing price of 7.90 yuan [1][2] - The buyer was CITIC Securities Co., Ltd., while the seller was Shanxi Securities Co., Ltd. [2]

Group 1 - The company, Wenzhou Hongfeng (300283.SZ), is involved in the research, manufacturing, and production of hard alloy products [2] - The company's hard alloy rods are utilized by downstream customers for further processing into PCB drill bits and drill needles [2]

Core Viewpoint - The company has made progress in its copper foil production project, with the first phase of the ultra-thin lithium battery copper foil line in operation, although it has not yet reached full production capacity [1] Group 1: Production Status - The main production workshop of the 50,000-ton copper foil production base has been completed and is in use [1] - The first phase of the 4-6 micron high-performance ultra-thin lithium battery copper foil production line has been launched, but it is still in the ramp-up phase and has not yet achieved full production [1] - The PCB copper foil production line is under construction as planned, with progress being made smoothly and efforts to accelerate advancement [1]

Core Insights - On October 28, Wenzhou Hongfeng conducted a block trade of 4.9698 million shares, with a transaction value of 35.7824 million yuan, accounting for 13% of the total transaction value for the day [1][2] - The transaction price was 7.20 yuan, representing a discount of 3.1% compared to the market closing price of 7.43 yuan [1] Summary by Category Transaction Details - The block trade involved a total of 496.98 million shares at a price of 7.20 yuan per share [1] - The total transaction amount was 35.7824 million yuan [1] - The trade was executed by CITIC Securities and Shanxi Securities, with multiple branches involved in the buying and selling [2] Market Impact - The transaction price reflects a discount of 3.1% from the market closing price, indicating potential investor sentiment or market conditions affecting the stock [1]

Core Insights - Wenzhou Hongfeng reported a net profit of 15.6 million yuan for Q3 2025, marking a year-on-year increase of 257.49%, significantly exceeding market expectations [1] - The company's revenue for the first three quarters of 2025 reached 2.711 billion yuan, up 22.70% year-on-year, successfully turning a profit with a net profit of 11.79 million yuan, a 194.04% increase [1] - The company is transitioning from a traditional electrical contact materials manufacturer to a technology enterprise serving multiple advanced fields, including new energy and semiconductors [4] Financial Performance - In Q3 2025, Wenzhou Hongfeng achieved a net profit of 15.6 million yuan, a growth of 257.49% year-on-year [1] - For the first three quarters of 2025, the company reported a revenue of 2.711 billion yuan, reflecting a year-on-year growth of 22.70% [1] - The net profit for the first three quarters reached 11.79 million yuan, representing a 194.04% increase compared to the previous year [1] Business Diversification - The company has expanded its product offerings beyond traditional electrical contact materials to include high-performance ultra-thin lithium battery copper foil and semiconductor etching lead frame materials [1][2] - Wenzhou Hongfeng's new materials research institute focuses on key areas such as solid-state battery copper foil and high-end PCB foils, indicating a strategic shift towards next-generation battery technologies [2] - The company has successfully completed the first phase of its lead frame semiconductor materials project, marking its entry into the integrated circuit packaging sector [2] Traditional Business Strength - The electrical contact materials business continues to benefit from global trends in smart grid upgrades, smart home proliferation, and industrial automation [3] - A recent patent application for an oxide-enhanced copper-based electrical contact material demonstrates the company's commitment to innovation in traditional sectors [3] - The company has established a complete industrial chain from alloy material R&D to component manufacturing, positioning itself well to meet the growing demands of emerging industries [3] Strategic Transformation - Wenzhou Hongfeng's Q3 2025 performance highlights the effectiveness of its strategic transformation towards becoming a materials technology solution provider across various advanced sectors [4] - The company is well-positioned to capitalize on the growing global demand for high-performance new materials, particularly in solid-state batteries, silicon carbide, smart grids, and semiconductors [4] - The ongoing focus on R&D and innovation, along with a broad market presence, suggests that Wenzhou Hongfeng is likely to strengthen its industry position and achieve superior performance in the future [4]

Core Insights - The company reported a revenue of 1.024 billion yuan for Q3 2025, representing a year-on-year increase of 14.18% [2][3] - The net profit attributable to shareholders reached 15.6016 million yuan, showing a significant growth of 257.49% compared to the same period last year [2][3] - The net profit excluding non-recurring items was 18.0813 million yuan, up by 224.91% year-on-year [2][3] Financial Performance - For the first three quarters of 2025, the company achieved a total revenue of 2.711 billion yuan, which is a 22.7% increase year-on-year [2][3] - The net profit attributable to shareholders for the same period was 11.7889 million yuan, reflecting a growth of 194.04% [2][3] - The net profit excluding non-recurring items for the first three quarters was 5.0415 million yuan, up by 121.3% year-on-year [2][3] Profitability Metrics - The gross margin for Q3 2025 was 11.29%, an increase of 3.83 percentage points year-on-year and 1.56 percentage points quarter-on-quarter [4] - The net profit margin for Q3 2025 was 1.07%, which is an increase of 3.04 percentage points compared to the same period last year [4] - For the first three quarters of 2025, the gross margin was 9.99%, up by 0.37 percentage points year-on-year, while the net profit margin was -0.09%, an improvement of 1.21 percentage points [4] Cash Flow Analysis - The net cash flow from operating activities for the first three quarters was 4.9168 million yuan, an increase of 534.87 million yuan year-on-year [5] - The net cash flow from financing activities was 216 million yuan, a decrease of 3047.39 million yuan compared to the previous year [5] - The net cash flow from investing activities was -1.72 billion yuan, an improvement from -2.86 billion yuan in the same period last year [5] Company Overview - The company, Wenzhou Hongfeng, specializes in the research, production, sales, and service of new material technologies, focusing on providing comprehensive solutions in the field of new alloy functional composite materials [2][3]

Core Viewpoint - Wenzhou Hongfeng Electric Alloy Co., Ltd. has shown a significant stock price increase of 5.03%, reaching 7.31 CNY per share, with a trading volume of 143 million CNY and a market capitalization of 3.633 billion CNY as of October 27 [1] Company Overview - Wenzhou Hongfeng was established on September 11, 1997, and went public on January 10, 2012. The company specializes in 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 - Bohai Huijin Asset Management has a fund that heavily invests in Wenzhou Hongfeng. 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, ranking as the tenth largest holding [2] - The fund has achieved a year-to-date return of 48.45%, ranking 1147 out of 8226 in its category, and a one-year return of 48.05%, ranking 1093 out of 8099 [2] Fund Manager Profile - The fund manager of Bohai Huijin New Momentum Theme Mixed A is He Xiang, who has been in the position for 8 years and 97 days. The total asset size of the fund is 48.7916 million CNY, with the best return during his tenure being 39.48% and the worst being -17.42% [3]