电子行业今日下跌11.04%，全天主力资金净流出210.41亿元，该行业所属的个股共461只，今日上涨的 有2只；下跌的有457只，跌停的有276只。以资金流向数据进行统计，该行业资金净流入的个股有32 只，净流入资金居首的是同兴达，今日净流入资金1971.10万元，紧随其后的是龙迅股份、鸿日达，净 流入资金分别为1581.77万元、1359.35万元。电子行业资金净流出个股中，资金净流出超亿元的有48 只，净流出资金居前的有中芯国际、寒武纪、北方华创，净流出资金分别为8.83亿元、7.08亿元、5.28 亿元。（数据宝） 电子行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002845 | 同兴达 | -8.68 | 5.98 | 1971.10 | | 688486 | 龙迅股份 | -11.72 | 3.69 | 1581.77 | | 301285 | 鸿日达 | -6.71 | 9.85 | 1359.35 | | 688361 | 中科飞测 | -3.42 | 4.19 ...

Market Overview - After the Spring Festival and during the Two Sessions, the TMT sector led by Deepseek has initiated a "revaluation of Chinese assets" trend, supported by a relatively stable RMB exchange rate and positive policy expectations[1] - The A-share and Hong Kong technology sectors currently exhibit a high risk appetite, although adjustments have been observed since mid-March due to uncertainties surrounding the new round of "reciprocal tariffs" from the US and concerns over AI "computing power bubbles"[1] - In March, the Shanghai Composite Index, CSI 300 Index, and ChiNext Index recorded gains of +0.45%, -0.07%, and -3.07%, respectively[1] Policy and Economic Outlook - The 2025 Two Sessions emphasized expanding domestic demand and promoting consumption as primary objectives, with a focus on addressing low domestic inflation and external uncertainties[2] - The "Consumption Promotion Action Plan" issued on March 16 aims to enhance consumer capacity and stabilize the stock market, with expectations for new capital market policies to accelerate implementation[2] - The central bank reiterated the need for a moderately loose monetary policy, with potential for reserve requirement ratio (RRR) and interest rate cuts based on economic conditions[2] Investment Recommendations - Focus on large consumption and cyclical industries in Q2, particularly those showing signs of recovery or strong performance[3] - Continue to monitor defensive sectors such as banking and dividend stocks due to external uncertainties[4] - The long-term trend for AI remains positive, with significant investment from major domestic companies, presenting potential short-term investment opportunities during market corrections[5] Selected Stock Portfolio - The recommended portfolio includes stocks from various sectors: China Mobile, Hongri Da, Lu Wei Optoelectronics, Sinovac Biotech, and others, covering telecommunications, pharmaceuticals, machinery, and non-bank financials[5]

Group 1 - The company expects a net loss for the current reporting period, with a projected loss of 7 million to 9 million yuan compared to a profit of 30.9981 million yuan in the same period last year [1] - The net loss after deducting non-recurring gains and losses is estimated to be between 9.3 million and 11.5 million yuan, compared to a profit of 17.041 million yuan in the previous year [1] - The increase in operating income is attributed to industry recovery and increased orders, but the net profit is negatively impacted by rising management and R&D expenses due to product development in new areas such as 3D printing [1] Group 2 - The company has communicated with its accounting firm regarding the performance forecast, and there are no significant discrepancies between the company and the auditors regarding the forecast data [1] - The company acquired a Vietnamese solar company, which has been renamed, and the transaction is expected to result in negative goodwill of approximately 18.19 million yuan [2] - The accounting firm has advised that certain external income should not be recognized in the 2024 fiscal year due to the nature of the acquisition and the timing of income recognition [3]

Financial Performance - The company expects a net loss of between 7 million and 9 million RMB for the fiscal year 2024, compared to a profit of 30.9981 million RMB in the same period last year[3]. - The net loss after deducting non-recurring gains and losses is projected to be between 9.3 million and 11.5 million RMB, down from a profit of 17.0410 million RMB in the previous year[3]. - The company recognized a fiscal subsidy income of 9.9 million RMB, with a corresponding after-tax income of 8.415 million RMB, which is considered part of the 2024 revenue[5]. Expenses and Costs - The increase in management and R&D expenses is attributed to the introduction of a professional team and intensified product development in new fields such as semiconductor packaging and 3D printing equipment[5]. - The company has experienced a significant rise in raw material procurement costs, particularly for gold salts, which has impacted profit levels[5]. Acquisitions and Goodwill - In June 2024, the company’s subsidiary acquired a Vietnamese solar company, resulting in a negative goodwill of approximately 18.19 million RMB[5]. Financial Reporting and Forecasts - The financial data in the earnings forecast has not been finalized by the registered accountants, and the company has communicated with the auditing firm regarding this matter[4]. - The company did not disclose the earnings forecast in January 2025 as it believed the expected performance did not meet the disclosure criteria[9]. - The company’s board of directors has expressed regret over the discrepancies between the latest earnings forecast and previous assessments[10]. Investor Advisory - Investors are advised to exercise caution and be aware of investment risks as the detailed financial data will be disclosed in the 2024 annual report[8].

证券代码：301285 证券简称：鸿日达 公告编号：2025-009 鸿日达科技股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 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。 鸿日达科技股份有限公司（以下简称"公司"）于 2024 年 8 月 9 日召开第二届董事 会第八次会议、第二届监事会第七次会议，审议通过了《关于使用部分闲置募集资金进 行现金管理的议案》，同意在不影响募集资金投资项目建设和公司正常经营的前提下， 公司及子公司使用不超过人民币 40,000 万元的闲置募集资金进行现金管理，使用期限 自前次募集资金现金管理的授权到期之日起 12 个月内有效，即 2024 年 11 月 3 日至 2025 年 11 月 2 日。在上述额度的有效期内，资金可滚动使用，同时授权公司董事长在上述 额度和期限范围内行使投资决策权并签署相关文件，公司财务部门具体办理相关事宜。 具体内容详见公司 2024 年 8 月 10 日披露于巨潮资讯网（www.cninfo.com.cn）的《关 于使用部分闲置募集资金进行现金管理的公告》（公告编号：2024-057） ...

证券代码：301285 证券简称：鸿日达 公告编号：2025-008 鸿日达科技股份有限公司 | 签约 | 签约 | 产品 | 金额 | 产品 | 起息 | | 到期 | | 预期年化 | 资金 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 主体 | 银行 | 名称 | （万元） | 类型 | 日期 | | 日期 | | 收益率 | 来源 | | 东台润田 | 中信银行 昆山高新 | 共赢智信汇率 | | 保本浮 | 2025 | 年 | 2025 | 年 | | | | | | 挂钩人民币结 | | | | | | | | 闲置募 | | 精密科技 | 技术产业 | 构性存款 21962 | 1,000 | 动收益 | 3 月 17 | | 6 月 | 18 | 1.05%-2.05% | 集资金 | | 有限公司 | 开发区支 | 期 | | 型 | 日 | | 日 | | | | | | 行 | | | | | | | | | | | | | | | | | | 2028 | 年 | | | | 鸿日达科 ...

证券研究报告 | 公司动态点评 2025 年 03 月 11 日 鸿日达（301285.SZ） 积极打造 3D 打印等新业务增长曲线，半导体散热片产能加速释放 助力公司业绩提升 | 财务指标 | 2022A | 2023A | 2024E | 2025E | 2026E | | --- | --- | --- | --- | --- | --- | | 营业收入（百万元） | 594 | 721 | 877 | 1,239 | 1,721 | | 增长率 yoy（%） | -3.9 | 21.3 | 21.7 | 41.2 | 38.9 | | 归母净利润（百万元） | 49 | 31 | 55 | 132 | 211 | | 增长率 yoy（%） | -21.4 | -37.0 | 76.3 | 141.3 | 59.9 | | ROE（%） | 4.9 | 2.7 | 5.1 | 10.9 | 14.9 | | EPS 最新摊薄（元） | 0.24 | 0.15 | 0.26 | 0.64 | 1.02 | | P/E（倍） | 148.8 | 236.1 | 133.9 | 55.5 | 34.7 | ...

证券代码：301285 证券简称：鸿日达 公告编号：2025-007 二、本次使用部分闲置募集资金购买现金管理产品的情况 | 签约 | 签约 | 产品 | 金额 | 产品 | 起息 | | 到期 | | | 预期年化 | 资金 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 主体 | 银行 | 名称 | （万元） | 类型 | 日期 | | 日期 | | | 收益率 | 来源 | | 鸿日达科 | 昆山农村 | 昆 山 农 商 银 行 | | 保本浮 | 2025 | 年 | 2025 | | 年 | | 闲置募 | | 技股份有 | 商业银行 | 结 构 性 存 款 | 4,000 | 动收益 | 3 | 月 4 | 9 | 月 | 1 | 1.30%-2.55% | 集资金 | | 限公司 | 玉山支行 | YEP20250087 | | 型 | | 日 | | 日 | | | | | 鸿日达科 | 中信银行 昆山高新 | 共 赢 慧 信 汇 率 挂 钩 人 民 币 结 | | 保本浮 | 2025 ...

鸿日达科技股份有限公司 关于聘任财务总监的公告 证券代码：301285 证券简称：鸿日达 公告编号：2025-006 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。 鸿日达科技股份有限公司（以下简称"公司"）于 2025 年 3 月 3 日召开了第二届董 事会第十三次会议，审议通过了《关于聘任财务总监的议案》。为保证公司日常工作有 序开展，经公司董事长兼总经理王玉田先生提名、董事会提名委员会和审计委员会审议 通过，董事会同意聘任陈璎女士（简历详见附件）为公司财务总监，任期自本次董事会 审议通过之日起至公司第二届董事会任期届满之日止。自董事会审议通过聘任陈璎女士 为公司财务总监之日起，公司董事长兼总经理王玉田先生不再代行财务总监职责。 陈璎女士具备相应的专业胜任能力与从业经验，其任职资格符合《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》等有关规定，不存在不 得担任上市公司财务总监的情形。 特此公告。 鸿日达科技股份有限公司董事会 2025 年 3 月 4 日 附件：陈璎女士简历 陈璎女士：1987 年出生，中国国籍，无境外永久居留权 ...

证券代码：301285 证券简称：鸿日达 公告编号：2025-005 鸿日达科技股份有限公司 第二届董事会第十三次会议决议公告 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 鸿日达科技股份有限公司（以下简称"鸿日达"或"公司"）第二届董事会第十三次 会议通知于 2025 年 3 月 1 日以电话、邮件的方式送达全体董事，于 2025 年 3 月 3 日在公 司行政办公楼一楼大会议室以现场表决方式召开。本次会议由公司董事长王玉田主持，会 议应出席董事 5 人，实际出席董事 5 人，全体监事及高级管理人员列席了本次会议。会议 的召集、召开符合《中华人民共和国公司法》等法律、法规和《鸿日达科技股份有限公司 章程》（以下简称"《公司章程》"）的有关规定，会议形成的决议合法有效。 二、董事会会议审议情况 1、审议通过《关于聘任财务总监的议案》 为保证公司日常工作有序开展，经公司董事长兼总经理王玉田先生提名、董事会提名 委员会和审计委员会审议通过，董事会同意聘任陈璎女士为公司财务总监，任期自本次董 事会审议通过之日起至公司第二届董事会任期届满之日 ...