每经AI快讯，1月27日，弘信电子(300657.SZ)发布2025年年度业绩预告，预计归属于上市公司股东的净 利润为1.10亿元至1.50亿元，比上年同期增长93.61%至164.01%。公司精准把握高端消费电子复苏机 遇，FPC业务实现盈利；ALL IN AI战略推动算力业务快速增长。 （文章来源：每日经济新闻） ...

弘信电子公告，预计2025年度净利润为11000-1.5亿元，同比增长93.61%-164.01%。报告期内，国内各 大国产主流手机品牌推出创新的AI手机以及叠加国补政策的驱动手机消费需求显著释放，激发国内手 机市场的进一步复苏，有力的拉动了国内手机产业链的需求。公司始终保持对高端FPC产品的研发和生 产制造的高投入，凭借在技术水平、产品品质、交付能力及综合服务能力方面优势，获得国内头部手机 品牌的一致认可。 ...

证券代码：300657 证券简称：弘信电子 公告编号：2026-06 厦门弘信电子科技集团股份有限公司 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、准确和完整，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下列情形之一 √同向上升 单位：万元 二、与会计师事务所沟通情况 本次业绩预告相关财务数据未经会计师事务所审计。公司就 2025 年度业绩预告 情况已与会计师事务所进行预沟通，公司与会计师事务所在业绩预告方面不存在分 歧。 三、业绩变动原因说明 （一）精准把握高端消费电子复苏机会，FPC 业务实现盈利 报告期内，国内各大国产主流手机品牌推出创新的 AI 手机以及叠加国补政策的 驱动手机消费需求显著释放，激发国内手机市场的进一步复苏，有力的拉动了国内 手机产业链的需求。公司始终保持对高端 FPC 产品的研发和生产制造的高投入，凭 借在技术水平、产品品质、交付能力及综合服务能力方面优势，获得国内头部手机 品牌的一致认可，公司对终端客户的直供比例 ...

证券代码：300657 证券简称：弘信电子 公告编号：2026-05 厦门弘信电子科技集团股份有限公司 关于控股股东部分股份质押的公告 1、股份质押登记证明； 2、中国证券登记结算有限责任公司深圳分公司股份冻结明细。 特此公告。 二、 控股股东股份累计被质押的情况 | | | | | | | | | 已质押股份情况 | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 持股数量 | 持股比 | 本次质押 | 本次质押 | 占其所 持股份 | 占公 | 已质押 | 占已 | 未质押 股份限 | 占未 质押 | | | | | 前质押股 | 后质押股 | | 司总 | 股份限 | 质押 | | | | | （股） | 例 | 份数量 | 份数量 | 比例 | 股本 | 售和冻 | 股份 | 售和冻 | 股份 | | | | | （股） | （股） | | 比例 | 结、标 | | | | | | | | | | | | 记数量 | 比例 | 结数量 | 比例 | | | | | | | ...

弘信电子公告称，近日公司控股股东弘信创业将855万股股份质押给渤海国际信托股份有限公司，占其 所持股份比例10.16%，占公司总股本比例1.77%，质押日期为2026年1月21日，用于融资。本次质押 后，弘信创业累计质押股份3910万股，占其所持股份比例46.45%，占公司总股本比例8.10%。目前该部 分质押股份不存在平仓风险，不会影响公司生产经营及治理，也不会导致控制权变更。 ...

北京国枫律师事务所 GRANDWAY 关于厦门弘信电子科技集团股份有限公司 实施 2026年员工持股计划的 法律意见书 国枫律证字［2026］AN010-1 号 北京国枫律师事务所 Grandway Law Offices 北京市东城区建国门内大街 26 号新闻大厦 7 层 邮编:100005 电话（Tel）: 010—66090088/88004488 传真（Fax）: 010—66090016 北京国枫律师事务所 关于厦门弘信电子科技集团股份有限公司 实施 2026年员工持股计划的 法律意见书 国枫律证字［2026］AN010-1 号 致:厦门弘信电子科技集团股份有限公司 北京国枫律师事务所(以下称"本所")接受厦门弘信电子科技集团股份有 限公司(以下称"弘信电子"或"公司")委托,就公司实施厦门弘信电子科技 集团股份有限公司 2026年员工持股计划(以下称"2026年员工持股计划"或"本 次员工持股计划"）出具专项法律意见。 对本法律意见书的出具,本所律师特作如下声明: 1. 本所律师依据《中华人民共和国公司法》（以下称"《公司法》"）、 《中华人民共和国证券法》、中国证券监督管理委员会(以下称"中国证 ...

Core Viewpoint - The article discusses the strategic development and financial performance of Xiamen Hongxin Electronic Technology Group Co., Ltd., highlighting its transition towards AI computing and flexible electronics, showcasing significant revenue growth and profitability improvements in recent quarters [3][4][6]. Business Segment Development Flexible Printed Circuit (FPC) Business - The FPC business achieved revenue of 28.03 billion yuan in the first three quarters of 2025, with a gross margin improvement to 9.27%, up from 1.06% in 2023, marking a successful turnaround [4][5]. - Key drivers for improvement include favorable external conditions from AI smartphones and domestic market recovery, internal reforms enhancing operational efficiency, and breakthroughs in high-end product segments [5]. - The company is expanding its FPC business globally, establishing production bases in Vietnam and Thailand to mitigate market risks and enhance competitiveness [5]. AI Computing Business - The AI computing segment generated revenue of 14.82 billion yuan in the first half of 2025, a year-on-year increase of 33.85%, making it the largest business segment, accounting for 42.88% of total revenue [6]. - Core growth drivers include server production, significant growth in computing resource leasing services, and leading advantages in liquid cooling technology [6]. - The company has established a smart manufacturing base for AI servers and is focusing on enhancing delivery efficiency through innovative technologies [6]. Strategic Direction - The company's future strategy revolves around a "flexible electronics + green computing" dual-drive model, focusing on high-end FPC and global expansion [7]. - Goals include increasing the gross margin of FPC from 9.27% in 2025 to over 25%, accelerating global capacity layout, and deepening collaborations with AI terminal manufacturers [7][8]. - The AI computing business aims for scalable growth, with targets of 100,000 PFlops by the end of 2025 and 300,000 PFlops by the end of 2026, alongside expanding the high-margin computing service business [7][8].

Core Viewpoint - Hongxin Electronics has shown a mixed performance in stock price and financial metrics, with a notable increase in revenue and net profit year-on-year, indicating potential growth in the flexible printed circuit board (FPC) sector [1][2]. Financial Performance - For the period from January to September 2025, Hongxin Electronics achieved a revenue of 5.55 billion yuan, representing a year-on-year growth of 24.75% [2]. - The net profit attributable to shareholders reached 90.51 million yuan, marking a significant increase of 65.47% compared to the previous year [2]. Stock Performance - As of January 21, the stock price of Hongxin Electronics rose by 2.02% to 29.86 yuan per share, with a total market capitalization of 14.41 billion yuan [1]. - Year-to-date, the stock has increased by 7.95%, but it has experienced a decline of 4.17% over the last five trading days [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 79,100, up by 9.07% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 5.80% to 5,927 shares [2]. Dividend History - Since its A-share listing, Hongxin Electronics has distributed a total of 126 million yuan in dividends, with no dividends paid in the last three years [3]. Institutional Holdings - As of September 30, 2025, the fourth largest circulating shareholder is the Southern CSI 1000 ETF, holding 3.5725 million shares, a decrease of 36,800 shares from the previous period [3]. - Hong Kong Central Clearing Limited is the sixth largest circulating shareholder, holding 2.8626 million shares, down by 318,900 shares [3].

Core Viewpoint - Hongxin Electronics (300657.SZ) has disclosed a draft for its 2026 employee stock ownership plan, aiming to raise up to 394 million yuan through participation from a maximum of 240 employees [1] Group 1: Employee Stock Ownership Plan Details - The total number of participants in the employee stock ownership plan will not exceed 240 individuals [1] - The funding scale for the plan is capped at 394 million yuan, with each unit of subscription priced at 1.00 yuan, totaling no more than 394 million units [1] - The plan will utilize margin financing to achieve funding, with a ratio of self-raised funds to financed funds not exceeding 1:0.8 [1] Group 2: Stock Acquisition and Duration - The source of the stocks will be acquired by the company through the secondary market, including but not limited to block trades, centralized bidding, agreement transfers, and margin financing [1] - The duration of the employee stock ownership plan is set for 36 months, starting from the date the shareholders' meeting approves the plan and the company announces the completion of the last stock purchase [1]

Core Viewpoint - Hongxin Electronics (300657.SZ) has disclosed a draft for its 2026 employee stock ownership plan, aiming to raise up to 394 million yuan through participation from a maximum of 240 employees [1] Summary by Relevant Sections Employee Stock Ownership Plan - The total number of participants in the employee stock ownership plan will not exceed 240 individuals [1] - The funding scale for the plan is capped at 394 million yuan, with each unit of subscription priced at 1.00 yuan, totaling no more than 394 million units [1] - The plan will utilize margin financing, with a funding ratio of self-raised funds to financed funds not exceeding 1:0.8 [1] Stock Acquisition - The source of the stocks will be acquired by the company through the secondary market, including but not limited to block trades, centralized bidding, agreement transfers, and margin financing, in accordance with legal regulations [1] Duration of the Plan - The duration of the employee stock ownership plan is set for 36 months, starting from the date the shareholders' meeting approves the plan and the company announces the completion of the last stock purchase [1]