Core Viewpoint - Guangwei Composites has experienced a decline in stock price over the past five trading days, with a cumulative drop of -3.63% [1] Company Overview - Guangwei Composite Materials Co., Ltd. (stock code: 300699) is a high-tech enterprise specializing in the research and production of high-performance carbon fiber and composite materials [1] - The company is a subsidiary of Weihai Guangwei Group [1] Financial Performance - The financial report indicates that E Fund's E Fund ChiNext ETF is among the top ten shareholders of Guangwei Composites, having reduced its holdings in the first quarter of this year [1] - Year-to-date return for the E Fund ChiNext ETF is 0.44%, ranking 2542 out of 3426 in its category [1][2] Stock Performance Comparison - Guangwei Composites' stock performance over various periods is as follows: - 1-week: -1.05% - 1-month: +4.65% - 3-month: +18.97% - 6-month: +6.06% - Year-to-date: +0.44% [2] - The average performance of similar funds is: - 1-week: -0.05% - 1-month: +2.57% - 3-month: +13.24% - 6-month: +8.93% - Year-to-date: +5.11% [2] - The CSI 300 index performance is: - 1-week: +0.74% - 1-month: +2.35% - 3-month: +10.47% - 6-month: +4.45% - Year-to-date: +0.77% [2] Fund Management - The fund managers for E Fund ChiNext ETF are Cheng Xi and Liu Shurong, both holding master's degrees in economics [3][5] - Liu Shurong has been managing various funds since July 18, 2017, with a total managed fund size of approximately 1086.42 billion [7]

股票研究 /[Table_Date] 2025.07.03 我国将举行盛大阅兵，日最早 8 月部署 F-35B [Table_Industry] 军工 [Table_Invest] 评级： 增持 | [table_Authors] 彭磊(分析师) | 周明頔(研究助理) | | --- | --- | | 021-38676666 | 021-38676666 | | 登记编号 S0880518100003 | S0880123070156 | 本报告导读： 上周军工板块上涨，上合组织成员国国防部长会议在青岛举行。我国将 于 9 月 3 日将举行盛大阅兵，日本最早 8 月部署 F-35B。大国博弈加剧 是长期趋势，军工长期向好。 | 1. | 核心观点：我国将举行盛大阅兵，日最早 8 月部署 F-35B 3 | | --- | --- | | 2. | 行情回顾：板块上涨，国防信息化板块表现较好 5 | | | 2.1. 行业表现：上涨 7.46%，跑赢大盘 5.54pp 5 | | | 2.2. 指数表现：中证国安指数等指数表现较好 5 | | | 2.3. 板块表现：国防信息化板块表现较好 5 | | 3 ...

Group 1 - *ST San Sheng (002742.SZ): The controlling shareholder Pan Xianwen's judicial auction of 32.2 million shares has been completed, with 30 million shares transferred, accounting for 6.94% of the total share capital. After the reduction, Pan Xianwen's shareholding ratio decreased from 24.20% to 17.26%, which will not lead to a change in company control [1] - Aike Co., Ltd. (300889.SZ): Shareholder Zhang Fengbin, holding over 5%, reduced his stake by 1% (1.67818 million shares) from May 13 to June 27, 2025, bringing his holding to 7.9902% [1] - Anlu Technology (688107.SH): The shareholder National Integrated Circuit Industry Investment Fund Co., Ltd. completed its reduction plan, selling 4.008493 million shares (1% of total share capital) from May 8 to June 30, 2025, with a total reduction amount of 109.36 million yuan, current holding ratio at 5.76% [1] Group 2 - Anshuo Information (300380.SZ): The controlling shareholder Shanghai Anshuo Technology Development Co., Ltd. and actual controllers reduced their stakes by 1.16% (1.599416 million shares), 0.94% (1.300187 million shares), and 0.65% (900,000 shares) respectively [1] - Baoming Technology (002992.SZ): Directors and management plan to reduce their holdings by a total of 0.0107%, 0.0714%, and 0.0107% over the next three months [2] - Beiyikang (870199.BJ): Employee shareholding platforms completed their reduction plans, selling 546,284 shares (0.8%) and 131,650 shares (0.19%) [2] Group 3 - Boyun New Materials (002297.SZ): Major shareholder Hunan Xiangtou High-tech Venture Capital Co., Ltd. reduced its stake by 406.74 million shares (0.71%) from June 5 to June 30, 2025, bringing its holding to 6.99% [2] - Dongwei Technology (688700.SH): Specific shareholder Xie Yulong completed a reduction plan, selling 574,857 shares (0.1927%) from June 4 to June 30, 2025, with a total reduction amount of 21.362156 million yuan, current holding ratio at 0% [2] - Fuzhi Environmental Protection (688335.SH): Major shareholder Deqing Junjie Enterprise Management Partnership plans to reduce up to 4.441035 million shares (3%) over the next three months [3] Group 4 - Gu Gao Technology (301510.SZ): Shareholder Beijing Equity Investment Development Management Center completed its reduction plan, selling 4.0001 million shares (1%) from June 5 to June 30, 2025, bringing its holding to 7.68% [3] - Guangbo Co., Ltd. (002103.SZ): Shareholder Ren Hangzhong reduced his stake by 156,440 shares (0.2928%), bringing his holding to 9.99999% [3] - Guoke Military Industry (688543.SH): Specific shareholders Yang Minghua and Chen Gonglin plan to reduce up to 2.08842 million shares (1%) and 3.789115 million shares (1.8143%) over the next three months [3] Group 5 - Guorui Technology (300600.SZ): Major shareholder Gong Ruiliang reduced his stake by 3.243209 million shares (1.1%) from June 27 to July 1, 2025, bringing his holding to 20.63% [4] - Hangzhou Thermal Power (605011.SH): Shareholder Huashi Investment plans to reduce up to 5.997 million shares (1.4989%) over the next three months [4] - Huaya Intelligent (003043.SZ): Executives plan to reduce their holdings by a total of 0.0132%, 0.0092%, and 0.0092% over the next three months [4]

Core Viewpoint - The company, Guangwei Composite Materials Co., Ltd., has experienced a decline in revenue and profit over recent years, with significant shareholder reductions in stock holdings, indicating potential concerns about its financial health and market position [1][2][3] Group 1: Shareholder Actions - Five shareholders, including directors and senior management, completed a share reduction plan, selling a total of 2.54 million shares, which represents 0.3076% of the total share capital after excluding repurchased shares [1] - The actual shares reduced by these shareholders amounted to approximately 94% of the originally planned reduction [2] Group 2: Financial Performance - In 2024, the company reported a revenue of 2.45 billion yuan, a year-on-year decrease of 2.69%, and a net profit attributable to shareholders of 747 million yuan, down 14.43% from the previous year [2] - The company has shown a trend of declining revenue growth since 2017, with revenue growth rates of 49.87%, 43.63%, 25.77%, 23.36%, 23.25%, -3.69%, and 0.26% from 2017 to 2023 [2] - In Q1 2025, the company achieved a revenue of 565 million yuan, reflecting a year-on-year increase of 10.5%, while the net profit attributable to shareholders decreased by 1.6% to 155 million yuan [3] Group 3: Business Segments and Challenges - The company's revenue primarily comes from equipment applications and general civilian products, with the latter facing significant challenges due to fluctuating supply and demand dynamics, impacting the carbon beam business [3] - Despite some recovery in civilian product sales, the company still faces challenges from market competition and the impact of new projects, such as the one in Inner Mongolia, which have affected its operational results [3]

证券代码：300699 证券简称：光威复材 公告编号：2025-030 | | 有限售条件股份 | 787,819 | 0.0955% | 787,819 | 0.0955% | | --- | --- | --- | --- | --- | --- | | | 合计持有股份 | 1,120,000 | 0.1358% | 1,000,000 | 0.1212% | | 王颖超 | 其中：无限售条件股份 | 280,000 | 0.0339% | | 160,000 | | 0.0194% | | | | | | | | 有限售条件股份 | 840,000 | 0.1018% | 840,000 | 0.1018% | | | 合计持有股份 | 501,392 | 0.0608% | 414,092 | 0.0502% | | 高长星 | 其中：无限售条件股份 | 125,348 | 0.0152% | | 38,048 | | 0.0046% | | | | | | | | 有限售条件股份 | 376,044 | 0.0456% | 376,044 | 0.0456% | 二、 其他相关说明 持股份管理暂行 ...

证券代码：300699 证券简称：光威复材 公告编号：2025-030 威海光威复合材料股份有限公司 近日，公司收到 5 位股东分别出具的《关于股份减持计划实施进展的告知 函》，本次股份减持计划的减持时间已届满。根据《上市公司股东减持股份管理 暂行办法》《上市公司董事和高级管理人员所持本公司股份及其变动管理规则》 《深圳证券交易所上市公司自律监管指引第 18 号——股东及董事、高级管理人 员减持股份》等规定，现将具体减持情况公告如下： 一、 股东减持情况 关于股东减持计划时间届满的公告 董事卢钊钧、王文义，高级管理人员林凤森、王颖超、高长星保证向本 公司提供的信息真实、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。 威海光威复合材料股份有限公司（以下简称"公司"）于 2025 年 3 月 10 日 披露了《关于股东减持股份的预披露公告》（2025-005），公司董事卢钊钧、王 文义，高级管理人员林凤森、王颖超、高长星计划以集中竞价、大宗交易方式 减持本公司股份，减持计划自公告之日起 15 个交易日后 3 个月内，合计减持数 量不超过 2 ...

光威复材（300699）公告，公司董事卢钊钧、高级管理人员林凤森、王颖超、高长星减持计划时间已届 满。其中，卢钊钧通过集中竞价和大宗交易方式分别减持20000股和178万股，减持均价分别为29.88元/ 股和30.22元/股，分别占剔除回购专用账户持股后总股本比例的0.0024%和0.2158%。王文义、林凤森、 王颖超、高长星分别减持27万股、26万股、12万股和87300股，减持均价分别为30.7元/股、30.74元/ 股、29.87元/股和31元/股，分别占剔除回购专用账户持股后总股本比例的0.0327%、0.0315%、0.0145% 和0.0106%。本次减持计划的实施不会导致公司控制权发生变更，也不会对公司治理结构及持续经营产 生重大影响。 ...

6、公司出口相关业务情况及未来预期？ 证券代码：300699 证券简称：光威复材 威海光威复合材料股份有限公司投资者关系活动记录表 编号：【2025】第 004 号 |  | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | |  | 现场参观 □其他 | | 参与单位 | 民生证券、远方基金、19 位个人投资者 | | 时间 | 2025 年 6 月 21 日 13:00-15:30 | | 地点 | 公司会议室 | | 上市公司接待人 | 董事会秘书王颖超、证券事务代表孙慧敏 | | 员姓名 | | | 投资者关系活动 | 一、参观工厂 | | 主要内容介绍 | 二、观看宣传片以及公司基本情况介绍 | | | 三、互动交流 | | | 1、公司碳梁用碳纤维是进口吗？ | | | 目前公司碳梁业务用碳纤维材料根据不同客户情况有公 | | | 司内部生产的碳纤维，也有进口纤维和其他国产纤维。 | | | 2、公司产品在氢能源汽车领域的业务情况？ | | | 碳纤维是氢能源发展所需要的重要材料之一，对 ...

证券代码：300699 证券简称：光威复材 公告编号：2025-029 威海光威复合材料股份有限公司 关于补充签订日常经营重大合同的公告 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。 特别提示： 1、合同的生效条件：本合同自双方合法授权代表签字并且加盖公章或合同 专用章后生效。 2、合同履行对公司本年度经营成果的影响：本次合同的顺利履行，预计对 公司本年度及未来年度的经营成果产生积极影响，具体影响以公司经审计确认 的收入为准。 一、合同签署概况 威海光威复合材料股份有限公司（以下简称"公司"）于 2024 年 12 月 26 日披露了全资子公司威海拓展纤维有限公司（以下简称"威海拓展"）与客户 A 签订的物资采购合同，合同总金额为 366,361.67 万元，具体内容详见 2024 年 12 月 26 日刊登在巨潮资讯网（http://www.cninfo.com.cn）上的《关于签订日 常经营重大合同的公告》（2024-069）。 近日，威海拓展与客户 A 签订了补充物资采购合同，合同总金额为 65,800.00 万元。本合同为公司日常经营合同，根据《深圳 ...

光威复材：补充签订6.58亿元日常经营重大合同 智通财经6月15日电，光威复材(300699.SZ)公告称，公司全资子公司威海拓展与客户A近日签订了补充 物资采购合同，合同总金额为6.58亿元。该合同为公司日常经营合同，无需提交董事会及股东大会审议 批准。合同标的为C型号碳纤维，执行期间为2025年1月1日至2027年12月31日。本次签订合同总金额为 6.58亿元，占公司最近一个会计年度经审计的营业收入的26.86%，合同的履行将对公司营业收入和利润 产生积极影响。 ...