证券代码：300726 证券简称：宏达电子 公告编号：2025-049 株洲宏达电子股份有限公司 二、2021 年度向特定对象发行 A 股股票募集资金投资项目情况 根据《株洲宏达电子股份有限公司 2021 年度向特定对象发行 A 股股票募集 说明书》相关内容及本次募集资金实际情况，在扣除各项发行费用后，本次募集 资金投资项目及计划如下： 单位：万元 | 项目名称 | 投资总额 | 募集资金计划 | 实际投入募集 资金金额 | | --- | --- | --- | --- | | | | 投入金额 | | | 微波电子元器件生产基地建设项 目 | 64,700.00 | 62,000.00 | 62,000.00 | | 研发中心建设项目 | 20,400.00 | 18,000.00 | 18,000.00 | | 补充流动资金 | 20,000.00 | 20,000.00 | 19,366.25 | | 合计 | 105,100.00 | 100,000.00 | 99,366.25 | 关于使用部分闲置募集资金进行现金管理的公告 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 ...

证券代码：300726 证券简称：宏达电子 公告编号：2025-050 株洲宏达电子股份有限公司 第四届董事会第十一次会议决议公告 经审议：同意 7 票，反对 0 票，弃权 0 票； 2、审议通过《关于使用部分闲置募集资金进行现金管理的议案》 为提高募集资金的使用效率，增加资金运营收益，公司在确保不影响募集资 金投资项目进度、不影响公司正常生产经营及确保资金安全的情况下，使用部分 闲置募集资金购买安全性高、流动性好、满足保本要求的理财产品。闲置募集资 金的使用额度不超过人民币 10,000 万元。在上述额度范围内，资金可以滚动使 用，期限不超过 12 个月。 具体内容详见公司同日于巨潮资讯网（http://www.cninfo.com.cn）披露的相 关公告。 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。 一、董事会会议召开情况 株洲宏达电子股份有限公司（以下简称"公司"）第四届董事会第十一次会议 于 2025 年 12 月 25 日以邮件方式发出会议通知，并于 2025 年 12 月 30 日在株洲 市天元区渌江路 2 号公司 6 号楼 312 会议室以现 ...

中国国际金融股份有限公司 关于株洲宏达电子股份有限公司 注 1：含利息收入 注 2：合计数与加数尾数差异系四舍五入造成的 经中国证券监督管理委员会《关于同意株洲宏达电子股份有限公司向特定对 象发行股票注册的批复》证监许可〔2021〕3678 号文核准，公司本次向特定对象 发行 A 股股票 11,739,845 股，发行价 85.18 元/股，募集资金总额为人民币 999,999,997.10 元，扣除各项发行费用人民币 6,337,513.96 元，实际募集资金净额 人民币 993,662,483.14 元。2021 年 12 月 16 日，保荐机构（主承销商）中国国际 金融股份有限公司将扣除承销费（不含税）4,716,981.13 元的 995,283,015.97 元汇 入公司募集资金专户，众华会计师事务所（特殊普通合伙）对公司本次公开发行 新股的资金到位情况进行了审验，并于 2021 年 12 月 16 日出具了《株洲宏达电子 股份有限公司验资报告》（众会字(2021)第 08854 号）。 二、募集资金投资项目的使用进度情况 截至 2025 年 9 月 30 日，公司募集资金实际使用情况如下： | 序 ...

Core Viewpoint - Hongda Electronics has experienced a significant stock price increase of 63.64% this year, despite a recent decline of 5.56% over the past five trading days [2]. Group 1: Stock Performance - As of December 30, Hongda Electronics' stock price was 49.91 CNY per share, with a market capitalization of 20.55 billion CNY [1]. - The stock has seen a 21.35% increase over the past 20 days and a 30.11% increase over the past 60 days [2]. - The company has appeared on the stock market's "龙虎榜" (top trading list) twice this year, with the most recent appearance on December 24 [2]. Group 2: Financial Performance - For the period from January to September 2025, Hongda Electronics reported a revenue of 1.404 billion CNY, representing a year-on-year growth of 18.81%, and a net profit attributable to shareholders of 327 million CNY, up 25.07% year-on-year [2]. - The company has distributed a total of 1.148 billion CNY in dividends since its A-share listing, with 577 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Hongda Electronics was 24,900, a decrease of 14.68% from the previous period, while the average number of circulating shares per shareholder increased by 17.21% to 8,600 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 3.4781 million shares to 6.0018 million shares [3].

Group 1 - The core point of the news is that Hongda Electronics has experienced a decline in stock price, dropping 1.04% to 50.40 CNY per share, with a total market value of 20.757 billion CNY and a cumulative drop of 9.46% over three consecutive 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 its main business revenue composition being 76.99% from components and 23.01% from modules and others [1] Group 2 - From the perspective of major fund holdings, Guangfa Fund has a significant position in Hongda Electronics, with Guangfa Baifa Big Data Growth Mixed A (001734) holding 68,000 shares, accounting for 0.93% of the fund's net value, making it the third-largest holding [2] - The fund has incurred a floating loss of approximately 36,180 CNY during the three-day decline, with a current estimated floating loss of about 3,600 CNY [2] - Guangfa Baifa Big Data Growth Mixed A (001734) was established on November 18, 2015, with a current scale of 278 million CNY, achieving a year-to-date return of 37.99% and a one-year return of 34.6% [2]

证券日报网讯 12月29日，宏达电子（300726）在互动平台回答投资者提问时表示，公司间接持有江苏 展芯13.79%的股份。 ...

证券日报网讯12月29日，宏达电子（300726）在互动平台回答投资者提问时表示，公司生产的各类高可 靠电子元器件及微电路模块产品，广泛应用于航天、航空、舰艇、雷达、电子对抗等高可靠专用领域， 有关于公司产品应用和业务开展情况请查阅公司披露的定期报告。 ...

Investment Rating - The report maintains an investment rating of "Leading the Market - A" for the defense and military industry [5] Core Insights - The defense and military sector has shown resilience, outperforming major indices such as the Shanghai Composite Index and the ChiNext Index during the week of December 19 to December 26, 2025, with the Shenwan Defense and Military Index rising by 6.00% [14][18] - The report highlights significant individual stock performances, with China Satellite leading with a 36.24% increase, followed by Guanglian Aviation at 32.44% [18][19] - Key announcements from companies in the sector include significant contracts and share repurchase plans, indicating active corporate strategies to enhance shareholder value and operational capacity [20] Summary by Sections 1. Defense and Military Market Review - The China Securities Military Index rose to 13,616.67 points, up 6.16%, while the China Defense Index increased to 1,816.41 points, up 5.57% during the specified week [14][15] - The Shenwan Defense and Military Index outperformed the Shanghai Composite Index, which rose by 1.88%, and the CSI 300 Index, which increased by 1.95% [14][15] 2. Key Company Announcements - Lianchuang Optoelectronics announced a share pledge and repurchase plan involving a total of 319,932,200 yuan for shares held by a major shareholder [20] - Huayin Technology signed a framework agreement worth 392,105,597 yuan for the processing of aircraft engine components [20] 3. Key Industry News - France's President Macron confirmed the initiation of a new generation aircraft carrier program with an estimated cost of 10.25 billion euros [21] - RTX's Raytheon secured a $1.7 billion contract to deliver Patriot missile defense systems to Spain [21]

Core Viewpoint - Hongda Electronics has shown significant stock performance with an 88.33% increase year-to-date, indicating strong market interest and potential growth in the defense electronics sector [1]. Group 1: Stock Performance - On December 25, Hongda Electronics' stock rose by 2.12%, reaching 57.44 CNY per share, with a trading volume of 9.82 billion CNY and a turnover rate of 8.03%, resulting in a total market capitalization of 236.56 billion CNY [1]. - The stock has increased by 42.18% over the last five trading days, 51.12% over the last 20 days, and 45.90% over the last 60 days [1]. - The company has appeared on the stock market's "龙虎榜" (top trading list) twice this year, with the most recent appearance on December 24 [1]. Group 2: Financial Performance - For the period from January to September 2025, Hongda Electronics reported a revenue of 1.404 billion CNY, reflecting a year-on-year growth of 18.81%, and a net profit attributable to shareholders of 327 million CNY, which is a 25.07% increase compared to the previous year [2]. - The company has distributed a total of 1.148 billion CNY in dividends since its A-share listing, with 577 million CNY distributed over the last three years [3]. Group 3: Shareholder Structure - As of September 30, 2025, the number of shareholders for Hongda Electronics is 24,900, a decrease of 14.68% from the previous period, while the average number of circulating shares per shareholder has increased by 17.21% to 8,600 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 6.0018 million shares, an increase of 3.4781 million shares from the previous period, while Changxin National Defense Industry Quantitative Mixed A is a new entrant holding 1.6986 million shares [3].

Group 1 - Guangqi Technology's controlling shareholder proposed a share buyback of 50 million to 100 million yuan for employee stock ownership plans or equity incentives [1] - Xingyuan Zhuomai received a supplier designation from a domestic electric vehicle manufacturer to develop and supply reducer shell components, with expected sales of approximately 575 million yuan over four years from 2027 to 2030 [2] - Weigao Bio's application for clinical trials of subcutaneous human immunoglobulin has been accepted by the National Medical Products Administration, targeting primary immunodeficiency diseases [3] Group 2 - Hongda Electronics disclosed uncertainty regarding the IPO progress of its associate Jiangsu Zhanxin, in which it holds a 13.79% stake [4] - Kangchen Pharmaceutical received FDA approval to conduct clinical trials for its KC1086 project, aimed at treating advanced recurrent or metastatic solid tumors [5] - Kweichow Moutai adjusted its share buyback price ceiling to 1863.67 yuan per share, effective from December 19, 2025 [6] Group 3 - Mousse Co. announced that its controlling shareholder and actual controllers committed not to reduce their holdings within one year [7] - Tongxingbao's subsidiary signed a business contract worth 43.166 million yuan for a cloud expansion project [8] - Kaifa Electric announced plans for three shareholders to collectively reduce their holdings by 0.6999% [9] Group 4 - Longpan Technology plans to increase the production capacity of lithium iron phosphate cathode materials from 62,500 tons per year to 100,000 tons per year [10] - Zhuhai Guanyu announced plans for two shareholders to reduce their holdings by up to 3% [11] - Jiaheng Home Textiles is planning a change in control, leading to a temporary suspension of its stock [12] Group 5 - Kehua Bio's subsidiary received a medical device registration certificate for a gene polymorphism detection kit [13] - Saitex New Materials' actual controller plans to reduce holdings by up to 3% [14] - Sanhui Electric announced a shareholder's plan to reduce holdings by up to 2% [15] Group 6 - Binhua Co. plans to establish a venture capital fund with a total scale of 400 million yuan, focusing on strategic emerging industries [16] - Jindun Co. announced plans for two shareholders to reduce their holdings by up to 4% [17] - Hengdian East Magnetic's controlling shareholder plans to reduce holdings by up to 1% [18][19] Group 7 - Luxin Investment's controlling shareholder plans to reduce holdings by up to 1% [20] - Huakang Clean announced a joint bid for a hospital procurement project worth 157 million yuan [21] - Xuedilong plans to reduce its repurchased shares by up to 488,560 shares [22] Group 8 - Enhua Pharmaceutical's subsidiary signed an exclusive commercial cooperation agreement for three long-acting antipsychotic products [23] - Aier Eye Hospital plans to acquire partial equity in 39 institutions for a total of 963 million yuan [24] - Gaozheng Mining plans to acquire 100% equity of Overseas Explosives for 510 million yuan [25] Group 9 - Donghong Co. plans to repurchase shares worth 30 million to 60 million yuan for employee stock ownership plans [26] - Bear Electric's controlling shareholder plans to reduce holdings by up to 0.64% [27] - *ST Zhengping announced the initiation of pre-restructuring by the Xining Intermediate Court [28][29] Group 10 - Caesar Travel's shareholder plans to reduce holdings by up to 3% [30] - Lianchuang Electronics announced a change in controlling shareholder to Jiangxi State-owned Assets Supervision and Administration Commission [31] - Beixin Road and Bridge plans to transfer 5.33% equity in Henan Yuhang for 243 million yuan [32] Group 11 - Fenglong Co. is planning a change in control, with stock resuming trading [33]