每经AI快讯，飞凯材料(300398)1月23日公告，预计2025年归母净利润3.5亿元~4.55亿元，同比增长 42.07%~84.69%。2025年公司净利润增长主要原因包括半导体材料业务受益于下游需求爆发，业绩显著 提升；光纤光缆市场回暖，行业需求实现恢复性增长；液晶材料市场份额持续扩大，并购协同效应初 显；资产优化与降本增效成果显著。 ...

人民财讯1月23日电，飞凯材料（300398）1月23日公告，预计2025年归母净利润3.5亿元—4.55亿元，同 比增长42.07%—84.69%。2025年公司净利润增长主要原因包括半导体材料业务受益于下游需求爆发， 业绩显著提升；光纤光缆市场回暖，行业需求实现恢复性增长；液晶材料市场份额持续扩大，并购协同 效应初显；资产优化与降本增效成果显著。 ...

南财智讯1月23日电，飞凯材料发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 35023.38万元—45530.40万元，同比预增42.07%—84.69%；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32532.00万元—42291.60万元，同比预增35.58%—76.25%；业绩变动原因： 1、2025年度，公司预计归属于上市公司股东的净利润同比增长42.07%至84.69%，扣除非经常性损益后 的净利润同比增长35.58%至76.25%，净利润增长较快，主要原因如下：（1）半导体材料业务受益于下 游需求爆发，业绩显著提升。2025年以来，在AI算力、数据中心、存储芯片及消费电子等多领域强劲 需求的共同驱动下，半导体产业链景气度全面上行。公司敏锐把握市场机遇，持续提升先进封装专用材 料出货量，有效保障了客户的长期需求。同时，公司持续强化技术服务能力，联合客户开发了包括先进 封装光刻胶、临时键合胶在内的多种先进制程新品，进一步巩固了客户合作关系，为业绩增长提供了核 心支撑。（2）光纤光缆市场回暖，行业需求实现恢复性增长。凭借优异的产品性能与长期稳定的客户 合作，公司 ...

智通财经APP讯，飞凯材料(300398.SZ)披露2025年年度业绩预告，公司预计归属于上市公司股东的净利 润3.5亿元至4.55亿元，同比增长42.07%至84.69%;扣除非经常性损益后的净利润3.25亿元至4.23亿元，同 比增长35.58%至76.25%。 ...

2025 年年度业绩预告 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： □扭亏为盈 同向上升 □同向下降 | 项目 | 本报告期（2025 年 月） 1-12 | 上年同期（2024 年 | 月） 1-12 | | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | 盈利：35,023.38 万元- 45,530.40 万元 | 盈利：24,652.68 | 万元 | | | 与上年同期相比增长：42.07%-84.69% | | | | 扣除非经常性损 益后的净利润 | 盈利：32,532.00 万元- 42,291.60 万元 | 盈利：23,994.58 | 万元 | | | 与上年同期相比增长：35.58%-76.25% | | | 证券代码：300398 证券简称：飞凯材料 公告编号：2026-006 上海飞凯材料科技股份有限公司 84.69%，扣除非经常性损益后的净利润同比增长 35.58 ...

证券代码：300398 证券简称：飞凯材料 公告编号：2026-005 上海飞凯材料科技股份有限公司 关于公司完成工商变更登记并换发营业执照的公告 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。 上海飞凯材料科技股份有限公司（以下简称"公司"）于 2026 年 1 月 9 日 召开 2026 年第一次临时股东会，审议通过了《关于变更经营范围并修改<公司章 程>的议案》。为适应公司实际经营与业务发展需要，公司决定对经营范围进行 变更，并依照市场监督管理部门的要求，使用规范化表述对经营范围作相应调整。 同时，对《公司章程》中涉及经营范围的相关条款予以同步修订。 近日，公司完成了上述事项的工商变更登记及《公司章程》备案手续，并取 得了上海市市场监督管理局换发的《营业执照》，修订后的《公司章程》详见公 司于 2025 年 12 月 25 日在巨潮资讯网发布的公告。 变更后的《营业执照》登记的相关信息如下： 成立日期：2002 年 04 月 26 日 经营范围： 一般项目：电子专用材料制造；电子专用材料研发；电子专用材料销售； 合成材料制造（不含危险化学品）；合成材料销 ...

Market Overview - The electronic chemicals sector experienced a decline of 0.64% on January 20, with Tiantong Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] Stock Performance - Notable gainers in the electronic chemicals sector included: - Xilong Science (002584) with a closing price of 10.10, up 10.02% and a trading volume of 1.2381 million shares, totaling 1.206 billion yuan [1] - Jianghuai Microelectronics (603078) closed at 23.56, up 9.99% with a trading volume of 37,200 shares, totaling 87.6188 million yuan [1] - Kaihua Materials (920526) closed at 28.82, up 7.86% with a trading volume of 57,400 shares, totaling 161 million yuan [1] - Major decliners included: - Tiantong Co., Ltd. (600330) closed at 11.45, down 9.98% with a trading volume of 1.0922 million shares, totaling 1.277 billion yuan [2] - Guoci Materials (300285) closed at 31.16, down 7.29% with a trading volume of 578,800 shares, totaling 184.2 million yuan [2] - Tiancheng Technology (688603) closed at 87.39, down 6.37% with a trading volume of 47,000 shares, totaling 417 million yuan [2] Capital Flow - The electronic chemicals sector saw a net outflow of 580 million yuan from institutional investors, while retail investors contributed a net inflow of 125 million yuan [2] - Notable capital flows included: - Xilong Science (002584) had a net inflow of 270 million yuan from institutional investors, but a net outflow of 99.1879 million yuan from retail investors [3] - Feikai Materials (300398) recorded a net inflow of 121 million yuan from institutional investors, with a slight outflow from retail investors [3] - Jianghuai Microelectronics (603078) had a significant net inflow of 48.3217 million yuan from institutional investors, but faced outflows from both retail and speculative investors [3]

Core Viewpoint - Feikai Materials (300398) is focusing on the semiconductor photoresist sector, with stable mass production of i-line photoresists and KrF photoresist supporting materials, validated by downstream customers [1] Group 1: Product Development - The company has successfully developed a thick negative photoresist for advanced semiconductor packaging, which has completed validation and is being introduced to clients [1] - This new product is well-suited for 2.5D/3D advanced packaging processes and exhibits excellent performance characteristics such as high resolution [1] Group 2: R&D and Market Strategy - The company plans to leverage its existing material technology platform and experience to closely monitor the evolution of downstream customer processes and demand upgrades [1] - Increased R&D investment will be made to promote product iteration and application expansion, aiming to strengthen and enhance the company's core competitiveness in the semiconductor materials field [1]

Core Viewpoint - Feikai Materials confirmed that its production and operational status is normal and that it complies with legal and regulatory requirements for information disclosure, indicating no undisclosed significant matters [2] Group 1: Company Operations - The company stated that it is strictly adhering to information disclosure obligations as per legal regulations [2] - Feikai Materials will disclose any significant changes in the shareholding of its top ten circulating shareholders in accordance with regulatory rules [2] Group 2: Financial Reporting - The company will issue a performance forecast by January 31, 2026, if it meets the conditions for such a forecast as per Shenzhen Stock Exchange regulations [2] - Investors are advised to pay attention to upcoming announcements regarding the company's fourth-quarter performance [2]

Core Viewpoint - Feikai Materials reported that its current production and operational status is good, with all business segments progressing in an orderly manner and maintaining a stable fundamental outlook [2] Group 1: Business Performance - The company is adhering strictly to legal and regulatory requirements for information disclosure, stating that there are no significant matters that should have been disclosed but were not [2] - Management is focused on enhancing the profitability quality of core businesses and aims to communicate a clearer strategy while increasing investor engagement to address market concerns [2] Group 2: Market Perception - The disparity in stock price and sector performance reflects the market's differentiated interpretation of various companies' fundamentals, valuation levels, and short-term catalysts [2]