证券日报网讯2月26日，广信材料（300537）在互动平台回答投资者提问时表示，公司目前仍旧以聚焦 新型功能型材料解决方案为主营业务，暂未考虑并购重组芯片公司的相关计划，具体到芯片行业如有也 应该是关注相关领域的新型功能型材料机会。公司将密切留意所处行业变化和机会，并及时关注资本市 场动态以及政策变化，将认真研究相关政策、优化方案，积极探讨包括并购重组在内的多种战略发展举 措，以最合适的方式优化公司资源配置，拓宽市场渠道，提升经营业绩，推动公司实现高质量发展。 ...

证券日报网讯2月25日，广信材料（300537）在互动平台回答投资者提问时表示，截至2026年2月10日公 司的股东人数为30709户。 ...

证券日报网讯2月25日，广信材料（300537）在互动平台回答投资者提问时表示，截至2026年2月13日收 市，公司股东人数为28874户。 ...

格隆汇2月25日丨广信材料(300537.SZ)在互动平台表示，公司致力于为用户开发提质、增效、降本、减 排的环保型高性能多重可持续价值功能材料解决方案。在耐高温功能方向，公司根据特种装备客户耐高 温需求开发相关高性能有机硅耐高温涂层材料，并于2025年底开始在某国资特种装备企业实现陆续销 售。针对具体的应用领域和指标参数，公司将针对相关用户性能需求和工况环境针对性提供相关解决方 案，综合匹配以最适合的方案满足用户需求。 ...

Group 1 - The core point of the article is that Guangxin Materials (300537) reported a total of 31,158 shareholders as of January 30, 2026 [1]

中德证券有限责任公司 关于江苏广信感光新材料股份有限公司 2025 年度持续督导定期现场检查报告 | 保荐人名称：中德证券有限责任公司 被保荐公司简称：广信材料 | | --- | | 保荐代表人姓名：何济舟 联系电话：010-59026711 | | 保荐代表人姓名：侯陆方 联系电话：010-59026711 | | 现场检查人员姓名：何济舟、侯陆方 | | 现场检查对应期间：2025 年度 | | 年 月 年 月 日 现场检查时间：2025 12 24 日-2026 1 23 | | 一、现场检查事项 现场检查意见 | | （一）公司治理 是 否 不适用 | | 现场检查手段： | | （1）查阅公司的三会文件。 | | （2）查阅公司章程及其他管理制度文件。 | | （3）询问、检查公司治理制度的执行情况。 | | （4）询问、检查公司董事、监事和高级管理人员履行职务勤勉尽责情况及变动情况。 | | （5）询问、检查公司保持独立性和避免同业竞争的情况。 | | 1.公司章程和公司治理制度是否完备、合规 √ | | 2.公司章程和股东会、董事会规则是否得到有效执行 √ | | 3.股东会、董事会会议记录是 ...

Core Viewpoint - Guangxin Materials (300537) is focused on developing environmentally friendly, high-performance materials that enhance quality, efficiency, reduce costs, and lower emissions [1] Group 1: Company Developments - The company is working on high-performance silicone coatings that meet the high-temperature requirements of special equipment clients [1] - Sales of these high-performance materials are expected to begin by the end of 2025 with a state-owned special equipment enterprise [1]

Group 1 - The company, Guangxin Materials, indicated that its current applications in the display field primarily include TP, LCD, and LED technologies [2]

Core Viewpoint - The company is expected to achieve a net profit attributable to shareholders of 13.5 million to 20 million yuan in 2025, marking a turnaround from losses and a year-on-year growth of 142.10% to 162.37% [1] Group 1: Financial Performance - In 2025, the company anticipates a net profit of 13.5 million to 20 million yuan, with a year-on-year increase of 142.10% to 162.37% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 4 million and 6 million yuan, reflecting a growth of 113.29% to 119.94% year-on-year [1] - Revenue for 2025 is estimated to be approximately 480 million yuan [1] Group 2: Business Strategy - The company is focusing on optimizing its asset structure and expanding its main business areas, including functional coating materials and photoresists [1] - The company has completed most of the construction and trial production of its Longnan base, contributing to its revenue growth [1] - The company has transferred 100% of its stake in Hunan Sunshine New Materials Co., Ltd. to Hunan Xunyue Energy Conservation and Environmental Protection Technology Co., Ltd. for 9.8 million yuan, facilitating the divestment of loss-making assets [1] Group 3: Market Expansion - The company has entered the deep-sea sector and has passed the NORSOK M-501 standard test, which is a stringent technical specification for corrosion testing of protective coatings in marine structures [1] - The successful testing of its products in June 2025 will help the company accelerate its entry into the high-barrier marine engineering coating market [1] Group 4: Investment Outlook - The company is projected to achieve revenues of 480 million, 602 million, and 832 million yuan for the years 2025, 2026, and 2027 respectively [2] - The net profit attributable to shareholders is expected to be 1.8 million, 5.9 million, and 9.5 million yuan for the same years [2] - The earnings per share (EPS) are forecasted to be 0.08, 0.29, and 0.46 yuan, with price-to-earnings (PE) ratios of 305, 91, and 56 respectively, leading to a "recommended" rating [2]

Investment Rating - The report maintains a rating of "Add" for the company [2][5] Core Views - The company is expected to turn profitable in 2025, with a projected net profit of 13.5 to 20 million yuan, representing a year-on-year increase of 142.10% to 162.37% [4][5] - The company is focusing on expanding its core business areas, including functional coatings and electronic materials, while also accelerating its layout in marine engineering coatings and high-performance specialty coatings [4][5] - The marine anti-corrosion coatings market is anticipated to have significant growth potential due to high entry barriers and stringent performance testing requirements [4] Financial Summary - The company expects to achieve approximately 480 million yuan in revenue for 2025, with a net profit turning positive [4][5] - The projected revenue growth rates for 2025 to 2027 are -7.04%, 30.25%, and 37.54%, respectively [11] - The estimated earnings per share (EPS) for 2025, 2026, and 2027 are 0.07 yuan, 0.18 yuan, and 0.28 yuan, respectively [12] - The company’s price-to-earnings (P/E) ratios for 2025, 2026, and 2027 are projected to be 353.40, 136.29, and 90.52, respectively [12]