融券方面，鸿富瀚9月25日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元；融 券余量0.00股，融券余额0.00元，超过近一年80%分位水平，处于高位。 资料显示，深圳市鸿富瀚科技股份有限公司位于广东省深圳市龙岗区宝龙街道宝龙社区拓新路11号鸿富 瀚科技大楼，成立日期2008年2月13日，上市日期2021年10月20日，公司主营业务涉及消费电子功能性 器件和自动化设备的设计、研发、生产与销售。主营业务收入构成为：消费电子产品功能性器件 73.40%，散热产品12.76%，自动化设备及相关产品8.89%，材料及其他4.96%。 9月25日，鸿富瀚涨7.75%，成交额7.90亿元。两融数据显示，当日鸿富瀚获融资买入额1.45亿元，融资 偿还1.23亿元，融资净买入2135.65万元。截至9月25日，鸿富瀚融资融券余额合计2.13亿元。 融资方面，鸿富瀚当日融资买入1.45亿元。当前融资余额2.13亿元，占流通市值的2.79%，融资余额超 过近一年90%分位水平，处于高位。 截至6月30日，鸿富瀚股东户数1.24万，较上期减少7.25%；人均流通股3817股，较上期增加57.06%。 ...

鸿富瀚此次使用暂时闲置超募资金2.32亿元继续购买现金管理产品，涉及12项，预计收益率各有不同， 资金来源均为超募资金，具体如下： | 序号 | 受托机构 | 产品名称 | 理财金额 | 产品类型 | 起始日期 | 终止日期 | 预计收益率 | 资金来源 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 |华泰证券股份有限公司 | 寰益第25003号(10年期美债期货)收益凭证 | 0.2亿元 | (约定还本付息)浮动收益凭证 | 2025/8/8 | 2025/10/15 | 1%+浮动收益率(年化) | 超募资金 | | 2 | 华泰证券股 份有限公司 | 寰益第25004号(10年期美债期货)收益凭证 | 0.1亿元 | (约定还本付息)浮动收益凭证 | 2025/8/8 | 2025/10/15 | 1%+浮动收益率(年化) | 超募资金 | | 3 | 华泰证券股份有限公司 | 聚益第25514号(中 证1000)收益凭证 | 0.15亿元 | (约定还本付息)浮动收益凭证 | 2025/8/8 | 2025/10/10 | 1%+浮动收 ...

证券代码：301086 证券简称：鸿富瀚 公告编号：2025-063 深圳市鸿富瀚科技股份有限公司 关于使用暂时闲置超募资金购买现金管理产品到期赎回并 继续购买现金管理产品的进展公告 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。 深圳市鸿富瀚科技股份有限公司（以下简称"公司"）于2024年10月23日召 开第二届董事会第十一次会议、第二届监事会第十一次会议，审议通过了《关于 使用暂时闲置超募资金进行现金管理的议案》，同意公司使用最高不超过人民币 50,000万元（含本数）的暂时闲置超募资金进行现金管理，用于购买保本型投资 产品、结构性存款和大额存单以及其他安全性高、流动性好、有保本约定的投资 产品。使用期限为自公司董事会审议通过之日起12个月，在上述使用期限及额度 范围内，资金可循环滚动使用。在额度范围内授权董事长最终审定并签署相关实 施协议或合同等文件，公司财务负责人具体办理相关事宜，授权期限自董事会审 议通过之日起12个月内有效。 该事项已经公司董事会、监事会审议通过，保荐机构中信建投证券股份有限 公司对公司使用暂时闲置超募资金进行现金管理出具了明确的核 ...

9月25日，鸿富瀚涨5.07%，截至发稿，报82.97元/股，成交3.12亿元，换手率8.20%，总市值74.67亿 元。 资料显示，深圳市鸿富瀚科技股份有限公司位于广东省深圳市龙岗区宝龙街道宝龙社区拓新路11号鸿富 瀚科技大楼，成立日期2008年2月13日，上市日期2021年10月20日，公司主营业务涉及消费电子功能性 器件和自动化设备的设计、研发、生产与销售。主营业务收入构成为：消费电子产品功能性器件 73.40%，散热产品12.76%，自动化设备及相关产品8.89%，材料及其他4.96%。 从鸿富瀚十大流通股东角度 数据显示，大成基金旗下1只基金位居鸿富瀚十大流通股东。大成中证360互联网+指数A（002236）二 季度增持6.84万股，持有股数33.3万股，占流通股的比例为0.7%。根据测算，今日浮盈赚取约133.2万 元。 大成中证360互联网+指数A（002236）基金经理为夏高。 截至发稿，夏高累计任职时间10年297天，现任基金资产总规模22.6亿元，任职期间最佳基金回报 213.7%， 任职期间最差基金回报-71.74%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本 ...

Group 1 - The company has stable production capacity for cooling products at its Meizhou plant [2] - To meet business development needs, the company is actively advancing the layout and construction of new production capacity for cooling products in its Suzhou park and in collaboration with a Thai company [2]

Group 1 - The liquid cooling server index experienced a decline of 2.04%, indicating a broad downturn among constituent stocks [1] - Individual stocks such as Hongfu Hanhai, Yingweike, Kexin Innovation Source, Feilong Co., and Tenglong Co. saw significant drops, with declines of 6.30%, 5.96%, 5.82%, 4.83%, and 4.76% respectively [1]

Core Viewpoint - The company is deeply engaged in the consumer electronics component sector and is expected to benefit from the AI-driven new cycle of smart device upgrades, with significant revenue growth projected in the coming years [1][4]. Group 1: Financial Performance - In 2024, the company achieved a revenue of 820 million yuan, representing a year-on-year growth of 22%, with a CAGR of 13.0% from 2019 to 2024 [1]. - The net profit attributable to shareholders for 2024 was 110 million yuan, up 3.7% year-on-year, with a CAGR of 5.5% from 2019 to 2024 [1]. - In the first half of 2025, the company reported a revenue of 360 million yuan, a year-on-year increase of 9.4%, but the net profit dropped by 52.4% to 20 million yuan due to increased resource investments [1]. Group 2: Market Position and Client Relationships - The company has established a strong position in the supply chains of major manufacturers such as Foxconn, BOE, and Amphenol, enhancing its brand recognition and market share [2]. - The company is a supplier for major clients like Meta and Amazon, providing functional components and automation equipment, which is expected to increase with the launch of foldable smartphones [2]. Group 3: Product Development and Innovation - The company's cooling products are categorized into three main types: liquid cooling modules for data centers, air cooling modules for data centers, and air cooling modules for consumer electronics [3]. - The company has secured sample qualification from major North American clients and is collaborating with leading domestic manufacturers in the cooling sector, indicating a strong potential for market expansion [3]. Group 4: Future Projections - The company is projected to achieve revenues of 1.065 billion yuan, 1.391 billion yuan, and 1.746 billion yuan from 2025 to 2027, with respective year-on-year growth rates of 30.0%, 30.6%, and 25.5% [4]. - The net profit attributable to shareholders is expected to reach 145 million yuan, 253 million yuan, and 355 million yuan during the same period, with growth rates of 32.56%, 73.74%, and 40.32% respectively [4].

Group 1 - The stock price of Hongfuhuan reached a historical high, increasing by 1.46% to 80.46 yuan, with a trading volume of 2.5973 million shares and a transaction amount of 217 million yuan, resulting in a turnover rate of 5.49% [2] - The total market capitalization of Hongfuhuan in A-shares is 7.241 billion yuan, with a circulating market value of 3.809 billion yuan [2] - The electronic industry, to which Hongfuhuan belongs, has an overall increase of 0.83%, with 152 stocks rising, including Changchuan Technology, Juchen Co., and Huafeng Measurement Control, which increased by 20.00%, 17.05%, and 12.56% respectively [2] Group 2 - As of September 22, the latest margin trading balance for Hongfuhuan is 129 million yuan, with a financing balance of 129 million yuan, showing an increase of 39.6302 million yuan over the past 10 days, a growth of 44.44% [2] - In the first half of the year, the company achieved an operating income of 355 million yuan, a year-on-year increase of 9.37%, while the net profit was 22.7319 million yuan, a year-on-year decrease of 52.41%, with basic earnings per share of 0.2500 yuan and a weighted average return on equity of 1.16% [2]

Market Overview - A-shares experienced a volatile upward trend on September 22, with all three major indices rising, led by technology stocks, particularly the Sci-Tech 50 Index which increased by over 3% [1][2] - The total market capitalization of A-shares reached 114.20 trillion yuan, with a rolling P/E ratio of 22.16 times for the entire A-share market and 13.97 times for the CSI 300 Index [5] Sector Performance - The electronic sector led the gains, with significant increases in stocks such as Hongfu Huan, Changying Precision, and Zhongke Lanyun, all hitting the 20% limit up [2][3] - The computer sector also saw strong performance, with stocks like Chuling Information and Zhongke Shuguang reaching the limit up [2][3] - Among the 31 sectors, electronics, non-bank financials, and power equipment saw the highest net inflows of financing, while sectors like non-ferrous metals and defense experienced net outflows [3][4] Trading Volume and Financing - The trading volume on September 22 was 2.14 trillion yuan, a decrease of 207 billion yuan from the previous trading day, but it marked the 29th consecutive trading day with volumes exceeding 2 trillion yuan [2][3] - The financing balance in the A-share market increased by over 46 billion yuan last week, with a total financing balance reported at 23,816.10 billion yuan as of September 19 [3][4] Capital Flow - On September 22, the net outflow of main funds from the Shanghai and Shenzhen markets was approximately 149.51 billion yuan, with 2,123 stocks experiencing net inflows and 3,021 stocks seeing net outflows [4] - The electronic, banking, and non-bank financial sectors had the highest net inflows, while sectors like power equipment and media saw significant outflows [4] Market Outlook - Analysts suggest that the current upward trend in the A-share market is likely to continue, driven by improving overseas liquidity and a strengthening domestic economic outlook [5][6] - There is a focus on sectors such as solid-state batteries, AI computing, humanoid robots, and commercial aerospace for potential investment opportunities [5][6]

Group 1: Market Overview - A total of 36 stocks had closing orders exceeding 1 billion yuan today [2] - The stock with the highest closing order was Shanzi Gaoke, with 1,017,200 hands [2] - The top five stocks by closing order amount were Lixun Precision (2.69 billion yuan), Heertai (961 million yuan), Shanzi Gaoke (433 million yuan), Donghua Software (331 million yuan), and Changying Precision (308 million yuan) [2] Group 2: Apple Concept Stocks - Notable stocks in the Apple concept sector included Changying Precision, Hongfuhan, Keri Technology, Guoguang Electric, and Pengding Holdings [3] - Changying Precision has extensive cooperation with Apple in various fields, particularly in metal casings for Mac, straps for Apple Watch, and components for Apple Vision Pro [3] - Hongfuhan primarily provides functional structural components for Apple products, with an expected increase in orders due to the upcoming foldable screen phones [3] Group 3: Storage Chip Stocks - Key stocks in the storage chip sector included Wanrun Technology and Demingli [4] - Wanrun Technology focuses on the design, research, and sales of semiconductor storage devices, including SSDs and embedded storage [4] - Demingli specializes in flash memory controller design and storage module solutions, serving various sectors including data centers and consumer electronics [4] Group 4: Liquid Cooling Server Stocks - Prominent stocks in the liquid cooling server sector included Haiou Shares, Zhongke Shuguang, and Yingweike [5] - Zhongke Shuguang has developed immersion liquid cooling computers for applications in AI, big data, and cloud computing, achieving a PUE value as low as 1.04 [5] - Yingweike aims to leverage its technological advantages in both air and liquid cooling to expand its client base in data centers and computing equipment [5] Group 5: Net Buying Activity - Nine stocks on the Dragon and Tiger list had net purchases exceeding 1 billion yuan, with Yingweike leading at 805 million yuan [6] - Other notable net buying amounts included Chip Origin (523 million yuan), Shanzi Gaoke (363 million yuan), and Jucheng Shares (314 million yuan) [6] - Among stocks with institutional participation, Jucheng Shares and Chip Origin had the highest net buying amounts at 359 million yuan and 273 million yuan, respectively [6]