智通财经APP讯，鸿富瀚(301086.SZ)公告，公司副董事长兼总经理张定概先生计划自本减持计划公告披 露之日起15个交易日后的3个月内，以集中竞价方式和大宗交易方式减持公司股份合计不超过77.63万股 (占公司总股本比例0.87%)。 ...

鸿富瀚（301086）(301086.SZ)公告，公司副董事长兼总经理张定概先生计划自本减持计划公告披露之 日起15个交易日后的3个月内，以集中竞价方式和大宗交易方式减持公司股份合计不超过77.63万股(占 公司总股本比例0.87%)。 ...

每经头条（nbdtoutiao）——"25基点太少，50基点太多"：美联储降息"走钢丝"，"特朗普代言人"投下唯 一反对票 （记者 曾健辉） 每经AI快讯，鸿富瀚9月18日晚间发布公告称，持有深圳市鸿富瀚科技股份有限公司股份约310万股 （占公司总股本比例为3.46%）的副董事长兼总经理张定概先生计划自本减持计划公告披露之日起15个 交易日后的3个月内，以集中竞价方式和大宗交易方式减持公司股份合计不超过约78万股（占公司总股 本比例为0.87%）。 ...

证券代码：301086 证券简称：鸿富瀚 公告编号：2025-062 深圳市鸿富瀚科技股份有限公司 关于董事、高级管理人员减持股份预披露公告 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： 持有深圳市鸿富瀚科技股份有限公司（以下简称"公司"）股份3,105,000股 （占公司总股本比例3.46%）的副董事长兼总经理张定概先生计划自本减持计划公告 披露之日起15个交易日后的3个月内，以集中竞价方式和大宗交易方式减持本公司股 份合计不超过776,250股（占公司总股本比例0.87%）。 注："公司总股本"有效计算基数为89,660,500股，即目前总股本90,000,000 股剔除公司最新披露的回购专用账户中的339,500股，下同。 公司于近日收到副董事长兼总经理张定概先生出具的《关于股份减持计划的告 知函》，现将相关情况公告如下： | 股东姓名 | 股东身份 | 持股数量 | 占本公司总 | 股份来源 | | --- | --- | --- | --- | --- | | | | （股） | 股本比例 | | | 张定概 | 董事、高级管理人员 | ...

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of Hongfuhuan Technology Co., Ltd. on September 15, including a decline in stock price and significant financing activities [1] - On September 15, Hongfuhuan's stock price fell by 1.65%, with a trading volume of 129 million yuan. The financing buy-in amount was 23.91 million yuan, while the financing repayment was 15.56 million yuan, resulting in a net financing buy of 8.36 million yuan [1] - As of September 15, the total financing and securities lending balance for Hongfuhuan was 97.98 million yuan, with the financing balance accounting for 1.70% of the circulating market value, indicating a high level compared to the past year [1] Group 2 - As of June 30, the number of shareholders for Hongfuhuan was 12,400, a decrease of 7.25% from the previous period, while the average circulating shares per person increased by 57.06% to 3,817 shares [2] - For the first half of 2025, Hongfuhuan reported operating revenue of 355 million yuan, a year-on-year increase of 9.37%, but the net profit attributable to shareholders decreased by 52.41% to 22.73 million yuan [2] - Since its A-share listing, Hongfuhuan has distributed a total of 291 million yuan in dividends, with 231 million yuan distributed over the past three years [2]

Group 1 - The company Hongfuhuan (301086) announced the repurchase of 339,500 shares, accounting for 0.38% of its total share capital [1] - The highest transaction price during the repurchase was 61.20 CNY per share, while the lowest was 55.34 CNY per share [1] - The total amount spent on the repurchase reached 20.0098 million CNY, excluding transaction fees [1] Group 2 - The repurchase period was from August 14, 2024, to September 9, 2025 [1] - The repurchase amount has reached the lower limit of the planned repurchase fund total, and does not exceed the upper limit [1] - The repurchase has been completed as per the company's announcement [1]

Core Viewpoint - Hongfuhuan has established partnerships with major players in the server industry and ZTE for its liquid cooling products, while also gaining sample qualification from a major North American client [1] Group 1: Company Developments - Hongfuhuan primarily provides functional structural components for Apple products, with an expected increase in orders due to the launch of foldable smartphones next year [1] - The company's liquid cooling products focus on the network communication and server sectors, with key offerings including liquid cooling plate modules and comprehensive liquid cooling solutions [1] Group 2: Partnerships and Market Expansion - Domestically, Hongfuhuan has formed collaborations with ZTE and leading manufacturers in the server field [1] - Internationally, the company has secured sample qualification from a major North American client and is actively working on the introduction of related liquid cooling products [1]

Core Viewpoint - Hongfuhan (301086) focuses on liquid cooling products for the network communication and server sectors, highlighting its core products such as liquid cooling plate modules and comprehensive liquid cooling solutions [1] Group 1: Product Focus - The company’s liquid cooling products are primarily aimed at the network communication and server industries [1] - Current core products include liquid cooling plate modules and full-chain liquid cooling solutions [1] Group 2: Partnerships and Collaborations - Domestically, the company has established partnerships with ZTE and leading manufacturers in the server field [1] - Internationally, the company has obtained sample qualification from major North American clients and is actively working on the introduction of related liquid cooling products [1]

Core Viewpoint - In the first half of 2025, Hongfuhuan experienced revenue growth but a significant decline in net profit, attributed to market fluctuations and increased operational costs [2][3]. Group 1: Financial Performance - In the first half of 2025, Hongfuhuan achieved a revenue of 355.41 million yuan, representing a year-on-year increase of 9.37% [2] - The net profit attributable to shareholders was 22.73 million yuan, showing a year-on-year decrease of 52.41% [2] - The decline in profit is primarily due to market environment fluctuations, pressure on core product profitability, and increased fixed costs due to strategic investments [2] Group 2: Future Strategies - The company plans to focus on three key areas: enhancing technology and market collaboration, optimizing production efficiency, and deepening refined management [3] - Investment in liquid cooling technology will be increased, with efforts to expand into new markets like Thailand and Vietnam [3] - The goal is to improve production capacity utilization and reduce fixed costs through better production scheduling and resource management [3] Group 3: Business Insights from Q&A - The company primarily provides functional structural components for Apple products, with expectations of increased orders following the launch of foldable smartphones next year [4] - Liquid cooling products are targeted at the telecommunications and server sectors, with collaborations established with major clients like ZTE [4] - The company is optimistic about performance in the second half of the year, citing a peak season for consumer electronics and improved order fulfillment [4] - Various costs have risen due to business expansion, including sales and management expenses [4] - Strategic partnerships have been formed with Huawei for microgrid and related equipment [4] - The company has established production bases in multiple locations, including Shenzhen and overseas in the U.S., Vietnam, and Thailand, to meet customer demands [4] - Emphasis is placed on the role of AI technology in enhancing product offerings, particularly in cooling solutions for servers and wearable devices [4]

Group 1: Financial Performance - In the first half of 2025, the company achieved operating revenue of 355.41 million yuan, a year-on-year increase of 9.37% [2] - The net profit attributable to shareholders was 22.73 million yuan, a year-on-year decrease of 52.41% [2] - Operating costs increased by 20.64% year-on-year, driven by business scale expansion [6] - Sales expenses rose by 20.42% due to increased sales personnel compensation and market expansion efforts [6] - Management expenses increased by 26.66%, primarily due to higher salaries for new market management personnel and increased service fees [6] - Financial expenses surged by 247.56%, mainly due to reduced interest income and increased interest expenses [6] Group 2: Strategic Focus and Future Plans - The company plans to enhance technology research and market expansion, particularly in liquid cooling technology and new markets like Thailand and Vietnam [3] - Efforts will be made to optimize production efficiency and reduce fixed costs through better production scheduling and coordination [3] - The company aims to deepen refined management and improve resource allocation to enhance input-output efficiency [3] - Future growth will focus on expanding market share in the server cooling product sector and increasing customer acquisition [5] Group 3: Market and Product Development - The company provides functional structural components for Apple products, with expected order increases following the launch of new devices [4] - Liquid cooling products are focused on the network communication and server sectors, with partnerships established with major domestic and international clients [4][7] - The company has obtained sample qualification from major North American clients and is actively working on product integration [7] - New customer acquisitions include partnerships with major firms like Pegatron, Murata Group, Foxconn, Meta, and Amazon [5] Group 4: Operational Challenges - Profit decline is attributed to multiple factors, including market fluctuations and increased resource investments during strategic expansions [3] - The company is currently in a traditional peak season for consumer electronics, with saturated order levels expected to improve operational metrics [6] - The company is committed to addressing rising costs and optimizing its operational structure to enhance profitability [3][5]