证券代码：300666 证券简称：江丰电子 公告编号：2025-051 宁波江丰电子材料股份有限公司 关于控股股东、实际控制人部分股份质押展期的公告 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。 宁波江丰电子材料股份有限公司（以下简称"公司"）于近日接到控股股东、 实际控制人姚力军先生的通知，获悉姚力军先生办理了部分股份质押展期业务， 具体事项如下： 一、控股股东、实际控制人股份质押展期的基本情况 | 股东 | 是否为 控股股 东或第 | 本次质押 | 占其所 持股份 | 占公司 目前总 | 是否 | 是否 为补 | | 展期后质押 | | 质押 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 一大股 | 股份数量 | 比例 | 股本比 | 为限 | 充质 | 质押起始日 | 到期日 | 质权人 | 用途 | | | 东及其 一致行 | （股） | （%） | 例 （%） | 售股 | 押 | | | | | | | 动人 | | | | | | | | ...

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 重要会议： 4月29日，2025势银异质异构集成封装产业大会（浙江宁波） 点此报名 添加文末微信，加 先进封装 群 2025势银异质异构集成封装产业大会 将于 4月29日 在浙江宁波 · 甬江实验室举办。 会议议程 ⊙ 09:00 - 12:00 专题论坛： 异构集成研究中心成立仪式 09:00 09:10 相关领导 主办方、联合主办方致辞 09:10 09:20 相关领导 混合键合在异构集成先进封装中的应用 09:20 钟飞 主任助理、信息材料与微纳器件制备 09:40 平台负责人 爵江实验室 Chiplet EDA全流程:设计空间探索,物 理实现及多物理验证 09:40 吴晨 项目总监 10:00 芯粒CAD和制造浙江省工程研究中心/深圳 市比昂芯科技有限公司 聚焦2.5D/3D先进封装EDA平台,探索后 10:00 端全流程设计、仿真与验证协同创新模式 10:20 赵毅 创始人兼首席科学家 珠海硅芯科技有限公司 空部 10:20 1 ...

Group 1: Key Insights on Gujinggong Liquor (古井贡酒) - The company reported 2024 revenue of 23.58 billion, a year-on-year increase of 16.4%, and a net profit of 5.52 billion, up 20.2% year-on-year [12][16] - For Q1 2025, revenue reached 9.15 billion, growing 10.4% year-on-year, with net profit at 2.33 billion, a 12.8% increase [12][16] - The company maintains a buy rating with projected net profits for 2025-2027 at 5.92 billion, 6.29 billion, and 6.63 billion respectively, reflecting growth rates of 7.3%, 6.3%, and 5.3% [16] Group 2: Key Insights on Chongqing Bank (重庆银行) - In Q1 2025, Chongqing Bank achieved revenue of 3.6 billion, a 5.3% year-on-year increase, and a net profit of 1.6 billion, also up 5.3% [15][20] - The bank's non-performing loan ratio decreased to 1.21%, with a provision coverage ratio rising to 248% [15][20] - The bank's loan growth accelerated, with a 16.4% year-on-year increase, driven by a more than 30% growth in corporate loans [20] Group 3: Industry Insights on Real Estate - The recent political bureau meeting emphasized the importance of stabilizing the real estate market, highlighting the need for high-quality housing supply [22][26] - The meeting also called for optimizing the policies for acquiring existing housing stock, indicating a proactive approach to address market challenges [26] - The real estate sector is viewed as crucial for economic stability, with ongoing support expected to enhance market conditions [22][26]

Core Insights - The company reported strong financial results for 2024 and Q1 2025, with significant year-on-year growth in revenue and net profit [1][2][3] - The semiconductor components business is rapidly growing, contributing to a larger share of total revenue, and is expected to benefit from domestic substitution trends [2][3] Financial Performance - In 2024, the company achieved revenue of 3.6 billion, a year-on-year increase of 38.6%; non-recurring net profit was 300 million, up 94.9%; and net profit attributable to shareholders was 400 million, an increase of 56.8% [1] - For Q1 2025, revenue reached 1 billion, a 29.5% increase year-on-year; net profit attributable to shareholders was 160 million, up 163.6%; and non-recurring net profit was 90 million, a 30.4% increase [1] - The company recorded investment income of 68.07 million in Q1 2025 from the partial transfer of equity in an associate, significantly boosting net profit [1] Business Segments - The high-end target material business generated revenue of 2.333 billion in 2024, a 39.5% increase, with the company expanding its global market share in sputtering target materials [1] - The semiconductor components business achieved revenue of 887 million in 2024, a 55.53% increase, and accounted for 24.6% of total revenue, up 2.7 percentage points year-on-year [2] - The company’s components are widely used in key semiconductor processes, and there is significant potential for domestic substitution in the supply chain [2] Future Outlook - The company has raised its profit forecasts and maintains a "buy" rating, expecting revenue for 2025-2027 to be 4.56 billion, 5.75 billion, and 7.35 billion respectively, with year-on-year growth rates of 26.4%, 26.2%, and 27.8% [3] - Net profit for the same period is projected to be 520 million, 670 million, and 920 million, with growth rates of 29.0%, 29.7%, and 37.9% respectively [3]

2025 年 04 月 25 日 江丰电子 (300666) ——零部件加快国产替代，靶材高端化驱动业绩高增 报告原因：有业绩公布需要点评 买入（维持） | 市场数据： | 2025 年 04 月 25 日 | | --- | --- | | 收盘价（元） | 73.14 | | 一年内最高/最低（元） | 88.99/43.35 | | 市净率 | 4.1 | | 股息率%（分红/股价） | 0.27 | | 流通 A 股市值（百万元） | 16,129 | | 上证指数/深证成指 | 3,295.06/9,917.06 | | 注："股息率"以最近一年已公布分红计算 | | | 基础数据: | 2025 年 03 月 31 日 | | --- | --- | | 每股净资产（元） | 17.67 | | 资产负债率% | 50.25 | | 总股本/流通 A 股（百万） | 265/221 | | 流通 B 股/H 股（百万） | -/- | 一年内股价与大盘对比走势： 04-25 05-25 06-25 07-25 08-25 09-25 10-25 11-25 12-25 01-25 02-25 03 ...

证券代码：300666 证券简称：江丰电子 回复：您好！在全球经济逐渐复苏的背景下，辅以人工智 能与物联网等前沿技术的迅猛发展，半导体行业整体展现出稳 中有升的增长趋势。随着市场需求的不断扩展，尤其在高性能 计算、5G 通信以及汽车电子等关键领域的发展浪潮中，半导 体材料和设备的需求随之增长。江丰电子将锚定国际最前沿的 集成电路技术，强化研发投入，灵活应对市场变化，提升核心 竞争力，加速国产替代进程。公司经营业绩情况请查阅发布在 宁波江丰电子材料股份有限公司 投资者关系活动记录表 编号：2025-001 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 活动类别 | □媒体采访 ■业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称及 | 通过深圳证券交易所"互动易"平台"云访谈"栏目远程参 | | 人员姓名 | 与公司 2024 年度网上业绩说明会的投资者 | | 时间 | 2025 年 4 月 25 日下午 15:00-16:30 | | 地点 | 深圳证券交易所"互动易"平台"云访 ...

中国经济网北京4月25日讯江丰电子（300666）(300666.SZ)昨日披露关于股东减持股份计划实施完毕的 公告。近日，公司收到宁波江阁实业投资合伙企业(有限合伙)(以下简称"宁波江阁")和宁波宏德实业投 资合伙企业(有限合伙)(以下简称"宁波宏德")出具的《关于股份减持计划实施完毕的告知函》，截至公 告披露日，宁波江阁和宁波宏德本次减持计划已实施完毕。 宁波江阁、宁波宏德是公司控股股东、实际控制人的一致行动人，本次减持股份计划的实施不会导致公 司控制权发生变更，不会对公司治理结构及持续经营产生重大影响。 江丰电子2024年12月31日披露了《关于股东减持股份的预披露公告》(公告编号：2024-128)。公司股东 宁波江阁和宁波宏德计划于上述公告披露之日起15个交易日之后的三个月内(即从2025年1月23日起至 2025年4月22日止)以集中竞价或大宗交易方式减持公司股份合计不超过2,600,000股，即不超过公司目前 总股本的0.98%、公司扣除回购专用证券账户股份后总股本的0.98%。 江丰电子2024年报显示，姚力军为江丰电子控股股东、实际控制人，同时为宁波江阁、宁波宏德执行事 务合伙人。姚力军直接 ...

证券代码：300666 证券简称：江丰电子 公告编号：2025-050 宁波江丰电子材料股份有限公司 关于股东减持股份计划实施完毕的公告 公司股东宁波江阁实业投资合伙企业（有限合伙）、宁波宏德实业投资合伙 企业（有限合伙）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。 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。 宁波江丰电子材料股份有限公司（以下简称"公司"或"江丰电子"）于 2024年12月31日披露了《关于股东减持股份的预披露公告》（公告编号：2024- 128）。公司股东宁波江阁实业投资合伙企业（有限合伙）（以下简称"宁波江 阁"）和宁波宏德实业投资合伙企业（有限合伙）（以下简称"宁波宏德"） 计划于上述公告披露之日起15个交易日之后的三个月内（即从2025年1月23日起 至2025年4月22日止）以集中竞价或大宗交易方式减持公司股份合计不超过 2,600,000股，即不超过公司目前总股本的0.98%、公司扣除回购专用证券账户股 份后总股本的0.98%。 近日，公司收到宁波江阁和宁波宏德出具的《关于股份减持计划实施完毕 的告知函》，截至本公告披 ...

Financial Performance - The company's revenue for Q1 2025 reached ¥1,000,450,660.01, representing a 29.53% increase compared to ¥772,389,035.94 in the same period last year[5] - Net profit attributable to shareholders was ¥157,212,644.92, a significant increase of 163.58% from ¥59,646,089.58 year-on-year[5] - Basic earnings per share rose to ¥0.59, up 168.18% from ¥0.22 in the same period last year[5] - Total operating revenue for the current period reached ¥1,000,450,660.01, compared to ¥772,389,035.94 in the previous period, indicating a significant increase[24] - Net profit for the current period was ¥157,716,074.93, compared to ¥40,756,532.27 in the previous period, showing a substantial improvement in profitability[26] - Earnings per share (EPS) for the current period was ¥0.59, compared to ¥0.22 in the previous period, indicating enhanced shareholder value[26] Cash Flow - The net cash flow from operating activities improved to ¥60,468,587.05, a turnaround from a negative cash flow of ¥89,094,519.97 in the previous year, marking a 167.87% increase[5] - Operating cash inflow for the current period reached ¥928,997,863.34, an increase of 33.4% from ¥696,619,291.48 in the previous period[28] - Net cash flow from operating activities was ¥60,468,587.05, a significant recovery from a negative ¥89,094,519.97 in the previous period[28] - Net cash flow from financing activities was ¥465,433,200.49, up from ¥412,331,209.23 in the previous period, indicating strong financing support[29] - The company’s cash flow management shows a net increase of ¥333,067,313.88 in cash and cash equivalents during the period, contrasting with a decrease of ¥77,702,833.33 in the previous period[29] Assets and Liabilities - Total assets at the end of the reporting period were ¥9,274,750,263.82, reflecting a 6.74% increase from ¥8,689,443,785.51 at the end of the previous year[5] - The company’s total liabilities increased significantly, with bank borrowings rising to ¥855,000,000.00, a 74.72% increase from ¥489,345,000.00[13] - Total liabilities rose to ¥4,660,230,151.13 from ¥4,261,584,067.24, reflecting an increase in the company's financial obligations[22] - The company's total equity increased to ¥4,614,520,112.69 from ¥4,427,859,718.27, showcasing improved financial health[22] Investment and Expenses - The company reported a significant increase in investment income, amounting to ¥68,067,372.40, compared to a loss of ¥996,182.05 in the previous year, representing a 6932.82% increase[11] - The company’s financial expenses surged to ¥13,950,118.65, a 623.25% increase from ¥1,928,811.54, primarily due to increased borrowing costs[11] - Total operating costs amounted to ¥837,229,442.39, up from ¥655,728,433.48 in the previous period, reflecting a rise in operational expenses[25] - Research and development expenses were ¥54,953,062.33, slightly down from ¥55,492,215.15, indicating a stable investment in innovation[25] Shareholder Information - The total number of common shareholders at the end of the reporting period is 40,798[15] - The largest shareholder, Yao Lijun, holds 21.39% of shares, totaling 56,765,724 shares, with 23,871,200 shares pledged[15] - The total number of preferred shareholders is reported as zero, indicating no preferred shares outstanding[17] Supply Chain and Market Strategy - The company emphasizes the importance of a self-controlled supply chain for raw materials, which is a key advantage for domestic substitution[17] - The company aims to strengthen partnerships with global enterprises and expand into new markets, leveraging ongoing technological innovations[17] - The company has achieved domestic procurement of raw materials, enhancing its supply chain stability[17] Inventory and Receivables - Accounts receivable slightly increased to ¥1,007,601,935.66 from ¥1,005,134,213.89, showing a marginal growth of 0.25%[19] - Inventory decreased to ¥1,443,146,100.41 from ¥1,450,613,954.01, reflecting a decline of about 0.5%[20] - The total non-current assets amount to ¥2,129,039,830.73, up from ¥2,006,304,725.43, indicating an increase of approximately 6.1%[20]

证券代码：300666 证券简称：江丰电子 公告编号：2025-049 宁波江丰电子材料股份有限公司 关于部分募集资金投资项目结项 并将节余募集资金永久补充流动资金的公告 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。 宁波江丰电子材料股份有限公司（以下简称"公司"）向不特定对象发行可 转换公司债券募投项目之"武汉基地平板显示用高纯金属靶材及部件建设项目" 已建设完毕，达到了预定可使用状态，公司决定对该募投项目进行结项，并将该 项目节余募集资金人民币 254.61 万元（包括募集资金专户银行存款利息收入减 手续费净额，具体金额以实际划款时该项目专户资金余额为准）用于永久补充流 动资金。上述募投项目结项的节余募集资金金额（包括利息收入）占该项目募集 资金净额的 1.03%，根据《上市公司监管指引第 2 号——上市公司募集资金管理 和使用的监管要求（2022 年修订）》、《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作（2023 年 12 月修订）》等有关规定，公司本次 将节余募集资金永久补充公司流动资金，节余金额低于人民币 500 万元且 ...