Core Viewpoint - Huaxin New Materials (300717.SZ) reported a revenue of 265 million yuan for the first three quarters of 2025, reflecting a year-on-year growth of 16.11% [1] - The net profit attributable to shareholders of the listed company reached 40.81 million yuan, an increase of 18.56% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 39.70 million yuan, up 19.07% year-on-year [1] - The basic earnings per share stood at 0.4 yuan [1]

Financial Performance - Revenue for Q3 2025 reached ¥88,984,542.49, an increase of 27.25% year-over-year[5] - Net profit attributable to shareholders was ¥12,362,738.34, up 68.48% compared to the same period last year[5] - Basic earnings per share increased by 71.43% to ¥0.12[5] - Total operating revenue for the current period reached ¥264,817,653, an increase of 16.1% compared to ¥228,083,890 from the previous period[24] - Net profit for the current period was ¥40,391,461, representing a growth of 17.5% compared to ¥34,425,892 from the previous period[25] - Basic and diluted earnings per share increased to ¥0.40, up from ¥0.33 in the previous period[26] Assets and Liabilities - Total assets as of September 30, 2025, amounted to ¥981,818,740.17, reflecting a 5.74% increase from the end of the previous year[5] - Total assets increased to ¥981,818,740, up from ¥928,557,596, marking a growth of 5.7%[24] - Total liabilities rose to ¥255,107,370, compared to ¥224,022,687, reflecting an increase of 13.9%[23] - The company’s total current assets at the end of the reporting period amounted to RMB 438,753,508.20, up from RMB 407,854,245.16, an increase of approximately 7.5%[20] - Non-current assets include fixed assets valued at RMB 322,993,045.26, down from RMB 340,055,483.05, a decrease of about 5.0%[21] Cash Flow - Cash flow from operating activities for the year-to-date reached ¥27,220,372.48, a significant increase of 91.50%[5] - Cash generated from operating activities was ¥268,355,177, compared to ¥212,320,948 in the prior period, indicating a growth of 26.4%[28] - Operating cash inflow totaled $289,770,293.54, an increase from $221,560,757.49 in the previous period, reflecting a growth of approximately 30.8%[29] - Total cash outflow for operating activities was $262,549,921.06, an increase from $207,346,262.97, reflecting higher operational costs[29] - The company’s cash flow from operating activities showed a net amount of $27,220,372.48, significantly higher than $14,214,494.52 in the previous period, indicating improved operational efficiency[29] Shareholder Information - Total number of common shareholders at the end of the reporting period is 11,566[12] - The largest shareholder, Shanghai Huazhi Technology Co., Ltd., holds 48.08% of shares, totaling 49,413,354 shares[12] - The company has a total of 921,600 restricted shares held by the actual controller, Li Zhenbin, due to executive lock-up conditions[15] Investments and Projects - The company plans to invest RMB 80 million in a project to produce 5,000 tons of functional membrane materials annually[16] - The company received government subsidies amounting to ¥988,507.52 during the reporting period[6] Other Financial Metrics - Financial expenses decreased by 73.29% to -¥1,511,202.99, mainly due to reduced exchange gains[9] - The company reported a financial expense of -¥1,511,202, a significant improvement from -¥5,657,131 in the previous period[25] - The impact of exchange rate fluctuations on cash and cash equivalents was -$2,031,626.12, contrasting with a positive impact of $986,242.98 previously[30] - Cash received from other operating activities was $14,625,382.08, compared to $7,335,409.40 previously, indicating a growth of approximately 99%[29]

Group 1 - The core viewpoint of the article highlights Huaxin New Materials' strong financial performance in Q3, with revenue reaching 88.98 million yuan, representing a year-on-year growth of 27.25% [1] - The net profit for Q3 was reported at 12.36 million yuan, showing a significant year-on-year increase of 68.48% [1] - For the first three quarters, the total revenue amounted to 265 million yuan, reflecting a year-on-year growth of 16.11% [1] Group 2 - The net profit for the first three quarters was 40.81 million yuan, which indicates a year-on-year increase of 18.56% [1]

Core Viewpoint - Huaxin New Materials has shown a significant stock price increase of 42.46% year-to-date, despite a recent decline in the last five and twenty trading days [1] Group 1: Stock Performance - As of October 20, Huaxin New Materials' stock price rose by 2.03% to 19.56 CNY per share, with a trading volume of 547.22 million CNY and a turnover rate of 0.27% [1] - The company has a total market capitalization of 2.01 billion CNY [1] - The stock has experienced a decline of 1.26% over the last five trading days and 4.86% over the last twenty trading days, while it has increased by 5.73% over the last sixty trading days [1] Group 2: Financial Performance - For the first half of 2025, Huaxin New Materials reported a revenue of 176 million CNY, representing a year-on-year growth of 11.18%, and a net profit attributable to shareholders of 28.45 million CNY, which is a 5.03% increase year-on-year [1] - The company has distributed a total of 116 million CNY in dividends since its A-share listing, with 61.67 million CNY distributed over the past three years [2] Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Huaxin New Materials increased by 13.94% to 8,596, while the average circulating shares per person decreased by 12.24% to 11,848 shares [1] - Among the top ten circulating shareholders, the Noan Multi-Strategy Mixed A fund is the seventh largest shareholder, holding 564,900 shares as a new investor [2]

Core Viewpoint - The approval of eSIM mobile service by China Telecom, China Mobile, and China Unicom is not expected to significantly impact the sales of SIM card substrate products for Huaxin New Materials, as the sales proportion of SIM card substrates is relatively small [1] Company Impact - Huaxin New Materials (300717.SZ) stated that the sales of SIM card substrates account for a minor portion of its overall business [1] - The company indicated that the recent developments regarding eSIM services will not have a substantial effect on its financial performance [1]

Core Viewpoint - Huaxin New Materials announced the receipt of an invention patent authorization certificate from the National Intellectual Property Administration for its wholly-owned subsidiary, Jiangsu Huaxin High-tech Materials Co., Ltd [2] Group 1 - The patent authorization is a significant milestone for the company, indicating progress in its research and development efforts [2] - The invention patent may enhance the company's competitive edge in the high-tech materials sector [2]

关于全资子公司取得专利证书的公告 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，不存在虚假记载、 误导性陈述或重大遗漏。 江苏华信新材料股份有限公司（以下简称"公司"）全资子公司江苏华信高新材料 有限公司（以下简称"华信高新"）于近日收到国家知识产权局颁发的 1 项发明专利授 权证书，具体情况如下。 | 专利名称 | | 专利号 | 专利申请 | | | 授权公告 | | 专利 | 专利 | 证书号 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 日 | | | 日 | | 类型 | 权人 | | | 一种压延 PETG | 智能卡 | ZL2023111923 | 2023 | 年 | 9 | 2025 | 年 9 | 发明 | 华信 | 第8298255号 | | 基材及其制备方法 | | 65.4 | 月 14 日 | | | 月 23 | 日 | 专利 | 高新 | | 证券代码：300717 证券简称：华信新材 公告编号：2025-042 江苏华信新材料股份有限公司 PETG 材料 ...

证券日报网讯9月29日晚间，华信新材（300717）发布公告称，选举李振斌先生为董事长。 ...

证券代码：300717 证券简称：华信新材 公告编号：2025-039 江苏华信新材料股份有限公司 2025 年第二次临时股东会决议公告 特别提示： 1、本次股东会无否决议案的情况； 2、本次股东会不涉及变更以往股东会决议。 一、会议召开和出席情况 1、会议召开时间 现场会议召开时间：2025 年 9 月 29 日 15:00 网络投票时间：通过深圳证券交易所交易系统进行网络投票的时间为：2025 年 9 月 29 日（星期一）9:15～9:25，9:30～11:30 和 13:00～15:00；通过互联网投票系统 投票的具体时间为：2025 年 9 月 29 日（星期一）上午 9:15 至下午 15:00 期间的任意 时间。 2、现场会议地点：江苏省新沂市珠江路 18 号，公司 401 会议室。 3、会议召开的方式：本次会议以现场投票与网络投票相结合的方式召开 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，不存在虚假记载、 误导性陈述或重大遗漏。 4、会议召集人：公司董事会 6、本次会议的召开符合《中华人民共和国公司法》《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》 ...

证券代码：300717 证券简称：华信新材 公告编号：2025-040 江苏华信新材料股份有限公司 第五届董事会第一次会议决议公告 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，不存在虚假记载、 误导性陈述或重大遗漏。 一、董事会会议召开情况 江苏华信新材料股份有限公司（以下简称"公司"）第五届董事会第一次会议于 2025 年 9 月 29 日在公司会议室以现场方式召开，为保证董事会工作的衔接性和连贯性，经 征得全体与会董事一致同意豁免本次会议通知期限，会议通知于 2025 年 9 月 29 日获取 股东会表决结果后以口头方式发出。会议应出席董事 9 人，实际出席董事 9 人，全体董 事共同推举董事李振斌先生主持本次会议，高级管理人员候选人列席了本次会议。本次 会议的召集、召开符合《公司法》和《公司章程》的有关规定。 二、董事会会议审议情况 与会董事就以下议案进行了审议、表决，形成决议如下： 1、审议通过《关于选举公司第五届董事会董事长的议案》 董事会同意选举李振斌先生为公司第五届董事会董事长，任期自本次董事会审议通 过之日起至本届董事会届满之日止。 表决结果：9 票同意，0 票反对，0 票弃权。 ...