格隆汇10月23日丨广康生化(300804.SZ)公布三季度报告，前三季营业收入5.5亿元，同比增长13.53%， 归属于上市公司股东的净利润3484.8万元，同比增长47.1%，归属于上市公司股东的扣除非经常性损益 的净利润3241万元，同比增长169.48%。 ...

核查意见 华泰联合证券有限责任公司 关于广东广康生化科技股份有限公司 使用部分闲置募集资金暂时补充流动资金的核查意见 华泰联合证券有限责任公司（以下简称"华泰联合证券"或"保荐人"）作 为广东广康生化科技股份有限公司（以下简称"广康生化"或"公司"）首次公 开发行股票并在创业板上市持续督导阶段的保荐人，根据《证券发行上市保荐业 务管理办法》《上市公司募集资金监管规则》《深圳证券交易所创业板股票上市规 则》《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》及《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》等有关 规定，对广康生化本次拟使用部分闲置募集资金暂时补充流动资金事项进行了审 慎尽职调查，具体核查情况如下： 一、募集资金基本情况 注："优康精化"全称为"广东优康精细化工有限公司"，系公司全资子公司。 公司分别于 2023 年 10 月 30 日召开第三届董事会第十六次会议、第三届监 事会第九次会议，于 2023 年 11 月 15 日召开 2023 年第七次临时股东大会，审议 通过《关于变更部分募投项目实施内容、实施地点和实施主体、调整投资金额与 内部投资结构、使用 ...

证券代码：300804 证券简称：广康生化 公告编号：2025-054 广东广康生化科技股份有限公司 关于签订募集资金三方监管协议的公告 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。 一、募集资金的情况概述 经中国证券监督管理委员会（以下简称"中国证监会"）《关于同意广东广 康生化科技股份有限公司首次公开发行股票注册的批复》（证监许可[2023]1008 号）同意注册，广东广康生化科技股份有限公司（以下简称"公司"）首次公开 发行人民币普通股1,850.00万股,每股发行价格为42.45元/股，募集资金总额为人 民币785,325,000.00元，扣除相关发行费用后实际募集资金净额为人民币 697,365,696.32元。上述募集资金已全部到位，信永中和会计师事务所（特殊普 通合伙）对公司本次发行募集资金的到位情况进行了审验，并于2023年6月20日 出具了《验资报告》（XYZH/2023SZAA6B0294）。 二、《募集资金三方监管协议》的签订情况 乙方：广东顺德农村商业银行股份有限公司英德支行（以下简称"乙方"） 丙方：华泰联合证券有限责任公司（以下简 ...

证券代码：300804 证券简称：广康生化 公告编号：2025-052 广东广康生化科技股份有限公司 关于使用部分闲置募集资金暂时补充流动资金的 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。 广东广康生化科技股份有限公司（以下简称"公司"）于2025年10月23日召 开第四届董事会第三次会议，审议通过了《关于使用部分闲置募集资金暂时补充 流动资金的议案》，同意公司在保证募集资金投资项目（以下简称"募投项目"） 的资金需求以及募集资金使用计划正常进行的前提下，使用部分闲置募集资金不 超过10,000.00万元人民币（含本数）暂时补充流动资金，使用期限为董事会审议 通过之日起不超过12个月，到期将归还至募集资金专户。现将有关情况公告如下： 一、募集资金的基本情况 公司分别于 2023 年 10 月 30 日召开第三届董事会第十六次会议、第三届监 事会第九次会议，于 2023 年 11 月 15 日召开 2023 年第七次临时股东大会，审 议通过《关于变更部分募投项目实施内容、实施地点和实施主体、调整投资金额 与内部投资结构、使用超募资金增加募投项目投资及调 ...

证券代码：300804 证券简称：广康生化 公告编号：2025-050 广东广康生化科技股份有限公司 第四届董事会第三次会议决议公告 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，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 广东广康生化科技股份有限公司（以下简称"公司"）第四届董事会第三次会议 于 2025 年 10 月 23 日以通讯表决方式召开。会议通知已于 2025 年 10 月 20 日通过邮 件和即时通讯工具的方式送达各位董事。本次应出席会议的董事 7 名，实际出席会议 的董事 7 名。本次会议由董事长蔡丹群先生召集并主持，公司全体高级管理人员列席 了会议，会议的召集、召开符合《中华人民共和国公司法》（以下简称"《公司法》"） 和《广东广康生化科技股份有限公司章程》的有关规定。 二、董事会会议审议情况 1、审议通过《关于<2025 年第三季度报告>的议案》 经审议，董事会认为公司 2025 年第三季度报告的内容真实、准确、完整地反映 了公司 2025 年第三季度经营的实际情况，不存在任何虚假记载、误导性陈述或重大 遗漏。 具体内容请见公司同日在巨潮资讯网（www.cn ...

Revenue and Profit - Q3 2025 revenue was CNY 150,942,370.11, a decrease of 9.41% year-over-year, while year-to-date revenue increased by 13.53% to CNY 549,873,806.69[4] - Net profit attributable to shareholders for Q3 2025 was CNY 5,834,473.98, up 236.87% year-over-year, and year-to-date net profit increased by 47.10% to CNY 34,848,362.42[4] - Basic earnings per share for Q3 2025 was CNY 0.0788, representing a 294.22% increase year-over-year, with year-to-date earnings per share at CNY 0.4709, up 47.16%[4] - The company reported a 93.23% increase in net profit excluding non-recurring items for Q3 2025, amounting to CNY 4,929,204.40[4] - Net profit for the current period was ¥34,821,061.29, representing a 48.8% increase from ¥23,422,880.63 in the previous period[17] Assets and Liabilities - Total assets at the end of Q3 2025 were CNY 2,189,185,264.86, reflecting a 10.26% increase from the end of the previous year[4] - Total current assets increased to ¥1,131,892,557.79 from ¥1,063,088,386.12, reflecting a growth of approximately 6.6%[15] - Total assets reached ¥2,189,185,264.86, up from ¥1,985,396,036.66, indicating an increase of about 10.3%[15] - Total liabilities increased to ¥827,421,339.83 from ¥661,718,705.69, a rise of 25.0%[16] Cash Flow - Cash flow from operating activities for the year-to-date period was CNY 41,285,155.18, an increase of 84.36%[4] - Cash inflow from operating activities totaled ¥433,089,078.12, compared to ¥382,816,328.87 in the previous period, indicating a growth of 13.1%[19] - Net cash flow from operating activities amounted to $41,285,155.18, an increase of 84.4% compared to $22,393,241.08 in the previous period[20] - Cash inflow from investment activities totaled $2,177,787,239.23, up from $1,717,308,599.97, reflecting a growth of 26.8%[20] - Cash inflow from financing activities reached $327,301,378.77, compared to $246,096,038.32, marking an increase of 32.9%[20] Shareholder Information - The total number of common shareholders at the end of the reporting period is 9,599[11] - The largest shareholder, Cai Danqun, holds 34.89% of shares, totaling 25,820,000 shares, with 2,000,000 shares pledged[11] - The second-largest shareholder, Cai Shaoxin, owns 21.19% of shares, amounting to 15,680,000 shares[11] Inventory and Production - The company experienced a 60.77% increase in inventory, reaching CNY 23,987.40, attributed to increased production[9] - Inventory increased to ¥239,874,047.88 from ¥149,204,013.65, representing a growth of approximately 60.8%[15] Expenses - Total operating costs amounted to ¥515,527,922.51, up from ¥468,169,647.03, reflecting a growth of 10.1%[16] - Research and development expenses were ¥25,133,159.54, slightly down from ¥27,678,651.99, a decrease of 9.2%[17] - The company reported a tax expense of ¥4,018,867.54, compared to ¥1,947,388.68 in the previous period, reflecting a significant increase of 106.0%[17] Cash and Cash Equivalents - The company reported a significant increase in cash and cash equivalents, with a 244.61% rise to CNY 47,888.10 due to the redemption of fundraising cash management products[9] - Cash and cash equivalents rose significantly to ¥478,880,953.18 from ¥138,964,042.14, marking an increase of over 244%[14] - The total cash and cash equivalents at the end of the period stood at $451,390,789.09, a significant increase from $100,922,173.17 in the previous period[20] Financing Activities - Financing activities generated a net cash flow of CNY 13,987.55, a 355.95% increase, primarily due to increased bank loans[10] - Net cash flow from financing activities was $139,875,455.96, up from $30,678,128.48, indicating a substantial improvement[20] Other Information - The company has no preferred shareholders or changes in restricted shares during the reporting period[13] - The company has not disclosed any new product developments or market expansion strategies in the current report[12]

Core Insights - The article emphasizes the importance of quantitative trading methods over traditional technical analysis, highlighting that market dynamics are constantly changing while the behavior of funds remains consistent [1][6][7] Group 1: Investment Principles - Principle One: Actively manage investments rather than waiting; the market can change rapidly, and the cost of trial and error is low during a bull market [1] - Principle Two: Focus on actual performance rather than popular trends; even in hot sectors, a significant percentage of stocks may decline [1][2] Group 2: Behavioral Finance - Attention Bias: Retail investors often get distracted by popular concepts and overlook stocks with real institutional interest [2] - Behavioral Responses: Emotional reactions to market movements, such as panic selling or anxiety over others' gains, can lead to poor decision-making [2] Group 3: Institutional Support - The presence of institutional investment is crucial; stocks with active institutional support tend to perform better despite market fluctuations [4][6] - Case Study: A stock that appeared to be in a bearish pattern was actually experiencing institutional accumulation, leading to an 80% increase in value [6] Group 4: Market Dynamics - The Chinese economy is on the rise, but investors must actively seek out suitable quantitative tools to capitalize on this growth [7]

特此公告。 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。 广东广康生化科技股份有限公司（以下简称"公司"）于2024年10月24日召 开第三届董事会第二十五次会议及第三届监事会第十六次会议，审议通过了《关 于延期归还闲置募集资金并继续用于暂时补充流动资金的议案》，同意公司在保 证募集资金投资项目的资金需求以及募集资金使用计划正常进行的前提下，延期 归还闲置募集资金人民币10,000.00万元并继续用于暂时补充流动资金，使用期限 为自原到期之日即2024年11月20日起延长12个月，到期前将归还至募集资金专户。 具体内容请见公司于2024年10月25日在巨潮资讯网（www.cninfo.com.cn）披露 的《关于延期归还闲置募集资金并继续用于暂时补充流动资金的公告》（公告编 号：2024-039）。 截至本公告披露日，公司已将上述用于暂时补充流动资金的10,000.00万元闲 置募集资金全部归还至募集资金专用账户，并已就资金归还情况及时告知公司的 保荐机构及保荐代表人。 证券代码：300804 证券简称：广康生化 公告编号：2025-049 广东广康生 ...

Group 1 - High Energy Environment reported a net profit of 646 million yuan for the first three quarters, a year-on-year increase of 15.18% [1] - Tianzhun Technology received approval from the China Securities Regulatory Commission for issuing convertible bonds to unspecified objects [1] - Energy Conservation Wind Power achieved a cumulative power generation of 9.349 billion kWh, a year-on-year increase of 1.72% [1][2] Group 2 - Sichuan Road and Bridge's total amount of projects won in the first three quarters reached 97.173 billion yuan, a year-on-year increase of 25.16% [3] - Shaanxi Energy's power generation in the third quarter decreased by 1% year-on-year, while its coal sales increased by 136.98% [3][4] Group 3 - Jintuo Co. announced that four shareholders plan to reduce their holdings by up to 2.95% of the company's shares [5] - Tailin Microelectronics expects a net profit increase of 118% year-on-year for the first three quarters, with revenue of approximately 766 million yuan [6] - Asia-Pacific Co. anticipates a net profit of 310 million to 335 million yuan for the first three quarters, a year-on-year increase of 97.38% to 113.30% [8] Group 4 - He Sheng New Materials expects a net profit increase of 60% to 80% for the first three quarters, with a projected profit of 137 million to 154 million yuan [9] - Spring Airlines reported a passenger turnover of 4.835 billion person-kilometers in September, a year-on-year increase of 22.87% [10][11] Group 5 - Mingxin Xuteng received a notification from a leading new energy vehicle company for a project worth approximately 650 million yuan [12] - Acolyte's subsidiary received a government subsidy of 47.13 million yuan for fixed asset investment [13] Group 6 - Fangsheng Pharmaceutical's subsidiary received approval for clinical trials of a new drug for treating advanced prostate cancer [14] - Aofu Technology plans to sell idle factory assets for a total price of 23.852 million yuan [16] Group 7 - Ganyue Expressway reported a service income of 313 million yuan in September [18] - Dong'an Power secured five new market agreements in the third quarter, with a total projected sales volume of approximately 1 million units [20] Group 8 - Zhongmin Energy achieved a cumulative power generation of 1.922 billion kWh, a year-on-year increase of 1.25% [21] - Pan-Asia Micro-Pore's application for issuing shares to specific objects has been accepted by the Shanghai Stock Exchange [23] Group 9 - Shenghui Integration reported an order balance of 2.214 billion yuan as of September 30, a year-on-year increase of 21.21% [24] - Jineng Technology's vice president resigned for personal reasons [25] Group 10 - Ruixin Microelectronics expects a net profit increase of 116% to 127% for the first three quarters, with a projected profit of 760 million to 800 million yuan [33] - Shanghai Pharmaceuticals received FDA approval for a new drug application for doxycycline capsules [34] Group 11 - Ruima Precision's subsidiary received a project notification for air suspension systems from a domestic automaker, with a total sales forecast of approximately 265 million yuan [36] - Galaxy Magnetics anticipates some impact on its export business due to the Ministry of Commerce's announcement on export controls for certain rare earth items [37] Group 12 - Ba Tian Co. expects a net profit increase of 230.79% to 260.15% for the first three quarters, with a projected profit of 676 million to 736 million yuan [43] - Donglai Technology plans to reduce its repurchased shares by up to 1% of the total share capital [45] Group 13 - Guangkang Biochemical announced that shareholders plan to reduce their holdings by up to 2.68% of the company's shares [46] - Nanwang Energy reported a net profit increase of 37.13% for the first three quarters, with a total revenue of 5.32 billion yuan [48] Group 14 - Yahua Group expects a net profit increase of 106.97% to 132.84% for the first three quarters, with a projected profit of 320 million to 360 million yuan [49] - Hualitai's annual production project for 20,000 tons of benzidine has been successfully completed and is now in full production [51]

广康生化表示，股东共青城瑞宏凯银壹号股权投资基金合伙企业(有限合伙)不属于公司控股股东或实际控制人，本次股份减持计划系股东的 正常减持行为。本次减持计划的实施将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。 2023年6月27日，广康生化在深交所创业板上市，发行数量为1,850.00万股，占发行后总股本的25.00%，本次发行全部为新股，发行价格为 42.45元/股。目前该股处于破发状态。 广康生化发行募集资金总额为78,532.50万元，扣除不含税发行费用后，实际募集资金净额为69,736.57万元。广康生化实际募资净额比原拟募 资多617.79万元。公司2023年6月19日披露的招股说明书显示，广康生化拟募集资金69,118.78万元，用于年产4500吨特殊化学品建设项目、补 充流动资金。 按照10月14日收盘价39.18元/股计算，股东此次减持套现金额约7757.64万元。 中国经济网北京10月15日讯广康生化（300804）(300804.SZ)昨日晚间发布关于特定股东减持股份的预披露公告。 公司近日收到股东共青城瑞宏凯银壹号股权投资基金合伙企业(有限合伙)的《减持计划告知函 ...