暨半年度业绩说明会活动的公告 证券代码：300726 证券简称：宏达电子 公告编号：2025-031 株洲宏达电子股份有限公司 关于参加 2025 年湖南辖区上市公司投资者网上集体接待日 株洲宏达电子股份有限公司 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。 董 事 会 为进一步加强与投资者的互动交流，株洲宏达电子股份有限公司（以下简称 "公司"）将参加由湖南证监局、湖南省上市公司协会与深圳市全景网络有限公 司联合举办的"资本聚三湘 楚光耀新程——2025 年湖南辖区上市公司投资者网 上集体接待日暨半年度业绩说明会"活动，现将相关事项公告如下： 2025 年 9 月 15 日 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 (https://rs.p5w.net)，或关注微信公众号：全景财经，或下载全景路演 APP，参与 本次互动交流，活动时间为 2025 年 9 月 19 日(星期五)14:00-17:00。 届时公司董事会秘书和证券事务代表将就公司2024年至2025年半年度业绩、 公司治理、发展战略、经营情况、融资计划、股权激励和可持续 ...

Market Overview - The Shanghai Composite Index closed at 3870.60 points, slightly above the six-month moving average, with a change of -0.12% [1] - The total trading volume of A-shares reached 25,483.12 billion yuan [1] Stocks Breaking the Six-Month Line - A total of 50 A-shares have surpassed the six-month moving average today, with notable stocks including Shanghai Construction, Yihualu, and Runjian Shares, showing divergence rates of 9.89%, 9.08%, and 9.07% respectively [1] - Stocks with smaller divergence rates that just crossed the six-month line include Zhuhai Port, Zhongzhou Special Materials, and Nanjing Chemical Fiber [1] Top Performers - Shanghai Construction (600170) saw a price increase of 9.96% with a turnover rate of 6.20% and a divergence rate of 9.89% [1] - Yihualu (300212) increased by 10.90% with a turnover rate of 12.71% and a divergence rate of 9.08% [1] - Runjian Shares (002929) rose by 9.99% with a turnover rate of 10.76% and a divergence rate of 9.07% [1] Additional Notable Stocks - Other significant gainers include Huafu Times (600169) with a 10.08% increase and a divergence rate of 7.82%, and Shang (002042) with a 10.06% increase and a divergence rate of 7.70% [1] - The stock of Fule New Materials (605488) rose by 10.01% with a divergence rate of 6.93% [1] Stocks with Lower Divergence Rates - Stocks like Zhonghuan Hailu (301040) and Baitong Energy (001376) showed increases of 1.91% and 1.55% respectively, with divergence rates of 1.09% and 1.00% [2] - Longyuan Construction (600491) increased by 1.91% with a divergence rate of 0.97% [2]

Core Viewpoint - The defense and military industry sector experienced a significant surge in stock prices on September 12, with notable increases in several companies' shares [1] Group 1: Stock Performance - Jin Xin Nuo (金信诺) saw its stock price rise over 13%, reaching 16.36 [2] - Bei Fang Chang Long (北方长龙) increased by more than 13%, with a price of 137.02 [2] - Hua Feng Technology (华丰科技) rose over 8%, reaching 89.01 [2] - Chang Cheng Jun Gong (长城军工) experienced a rise of 7.92%, with a stock price of 50.85 [2] - Jie Qiang Equipment (捷强装备) increased by 6.17%, reaching 47.00 [2]

Group 1 - The core point of the news is the significant increase in the stock price of Hongda Electronics, which rose by 5.04% to reach 37.30 CNY per share, with a trading volume of 235 million CNY and a turnover rate of 3.00%, resulting in a total market capitalization of 15.362 billion CNY [1] - Hongda Electronics, established on November 18, 1993, and listed on November 21, 2017, specializes in the research, production, and sales of tantalum capacitors and other military electronic components, with its main business revenue composition being 76.99% from components and 23.01% from modules and others [1] Group 2 - From the perspective of fund holdings, one fund under Penghua Fund has a significant position in Hongda Electronics, with Penghua Macro Mixed Fund (206013) increasing its holdings by 54,000 shares in the second quarter, bringing the total to 204,000 shares, which accounts for 9.21% of the fund's net value, making it the fourth-largest holding [2] - The Penghua Macro Mixed Fund (206013), established on June 13, 2012, has a latest scale of 79.1879 million CNY, with a year-to-date return of 8.62% and a one-year return of 29.3%, ranking 5213 out of 7981 in its category [2] - The fund manager, Yang Fan, has been in the position for 4 years and 323 days, with the fund's total asset scale at 79.197 million CNY, achieving the best return of 34.18% and the worst return of 9.76% during his tenure [2]

Group 1 - The core point of the news is that Hongda Electronics has experienced a significant decline in stock price, dropping 5.03% on September 3, with a total market value of 14.46 billion yuan and a cumulative decline of 6.88% over three days [1] - Hongda Electronics, established on November 18, 1993, and listed on November 21, 2017, specializes in the research, production, and sales of tantalum capacitors and military electronic components, with 76.99% of its revenue coming from components and 23.01% from modules and other products [1] Group 2 - From the perspective of fund holdings, Penghua Fund has a significant position in Hongda Electronics, with its Penghua Macro Mixed Fund (206013) increasing its holdings by 54,000 shares in the second quarter, now holding 204,000 shares, which represents 9.21% of the fund's net value [2] - The Penghua Macro Mixed Fund has reported a floating loss of approximately 379,400 yuan today and a total floating loss of 556,900 yuan during the three-day decline [2] - The fund was established on June 13, 2012, with a current size of 79.19 million yuan, and has achieved a year-to-date return of 9.66% and a one-year return of 30.69% [2]

Group 1 - The core viewpoint of the news is that Hongda Electronics has experienced a significant decline in stock price, dropping 5.03% on September 3, with a cumulative decline of 6.88% over three consecutive days [1] - As of the report, Hongda Electronics' stock price is at 35.11 yuan per share, with a trading volume of 357 million yuan and a turnover rate of 4.64%, resulting in a total market capitalization of 14.46 billion yuan [1] - The company, established on November 18, 1993, and listed on November 21, 2017, specializes in the research, production, and sales of tantalum capacitors and military electronic components, with its main business revenue composition being 76.99% from components and 23.01% from modules and other products [1] Group 2 - From the perspective of fund holdings, only one fund under China Merchants Fund has a significant position in Hongda Electronics, specifically the China Merchants Core Equipment Mixed A Fund (014686), which reduced its holdings by 67,600 shares in the second quarter [2] - The fund currently holds 72,300 shares, accounting for 2.74% of its net asset value, and has incurred a floating loss of approximately 134,500 yuan today, with a total floating loss of 197,400 yuan during the three-day decline [2] - The China Merchants Core Equipment Mixed A Fund was established on July 26, 2022, with a latest scale of 64.525 million yuan, achieving a year-to-date return of 19.96% and a one-year return of 32.62% [2]

Group 1 - The company, Hongda Electronics, clarified on September 8 that its main business involves electronic components and microcircuit module products, and it does not engage in battery-related activities [1]

Group 1 - The company, Hongda Electronics (300726.SZ), primarily focuses on electronic components and microcircuit module products [1] - The company does not engage in battery-related business activities [1]

Group 1 - The company, Hongda Electronics (300726.SZ), confirmed that it does not engage in solid-state battery business [2] - The main business of the company focuses on electronic components and microcircuit modules [2]

Core Insights - The company reported a total revenue of 857 million yuan for the first half of 2025, representing a year-on-year increase of 14.17% [1] - The net profit attributable to shareholders reached 203 million yuan, up 11.78% year-on-year [1] - The second quarter alone saw a revenue of 528 million yuan, marking a 19.88% increase compared to the same period last year, with a net profit of 148 million yuan, which is a significant rise of 43.63% [1] Financial Performance - The gross margin for the first half of 2025 was 57.3%, down 9.68% year-on-year, while the net margin was 27.77%, a decrease of 3.25% [1] - Total operating expenses, including sales, management, and financial costs, amounted to 130 million yuan, which is 15.2% of revenue, down 19.72% year-on-year [1] - Earnings per share (EPS) increased to 0.49 yuan, reflecting an 11.8% year-on-year growth [1] Accounts Receivable and Debt - The company's accounts receivable stood at 1.693 billion yuan, a slight increase of 1.94% year-on-year, with accounts receivable accounting for 606.39% of the net profit [1][3] - The company reported a decrease in interest-bearing debt to 11.605 million yuan, down 14.16% year-on-year [1] Investment and Fund Holdings - The company's return on invested capital (ROIC) for the previous year was 6.37%, indicating average capital returns [3] - The largest fund holding in the company is the Penghua Macro Flexible Allocation Mixed Fund, which has increased its holdings [4]