格隆汇7月30日丨鸿日达(301285.SZ)在投资者互动平台表示，诚如公司于2025年6月28日发布的公告显 示，公司经营范围增加了光缆制造与销售、光纤制造与销售、光通信设备制造与销售、及光电子器件制 造与销售等业务，致力于拓展光通信相关产品。凭借公司固有的自动化研发能力，在FA（光纤阵列） 的制造环节采用了自研自动化装备，达至自动化产线的设计目标，提升了产品的生产效率和良率。目前 光通信相关产品尚在推广阶段，暂未产生实质性收入，敬请投资者注意投资风险。 ...

Group 1 - The core point of the news is that Hongrida (301285) has seen a net financing increase of 340.13 million yuan on July 29, 2025, with a financing balance of 2.33 billion yuan, marking a continuous net buying trend over the past three trading days totaling 2.8644 million yuan [1][2][3] - On July 29, 2025, the financing balance represented 6.72% of the circulating market value, indicating a slight increase from the previous day's 6.59% [2][3] - The total margin financing and securities lending balance on July 29, 2025, was 2.33 billion yuan, reflecting a 1.48% increase from the previous day [3] Group 2 - The financing net buying figures for the past few trading days show a consistent upward trend, with the highest net buying recorded on July 28, 2025, at 18.8666 million yuan [2][3] - The margin financing balance has fluctuated over the past week, with a notable decrease of 2.30% on July 23, 2025, before rebounding in subsequent days [3] - The conditions for individual investors to participate in margin financing include having at least six months of trading experience and an average asset of 500,000 yuan over the previous 20 trading days [4]

Investment Rating - The report maintains a "Buy" rating for multiple companies in the communication sector, including 沪电股份 (002463.SZ), 美格智能 (002881.SZ), 中际旭创 (300308.SZ), 天孚通信 (300394.SZ), and others [1]. Core Insights - The report highlights the broad prospects for domestic computing power chips and the acceleration of AI digital interaction in commercial scenarios, indicating a positive outlook for related industry chain investment opportunities [2][6]. - The reintroduction of the H20 chip is expected to provide more computing power options for AI application companies, alleviating the shortage of high-end chips and accelerating the commercialization of AI applications [3][20]. - The RISC-V summit in 2025 is seen as a pivotal moment for China's chip industry, with significant contributions to the global RISC-V chip shipment volume expected from China [19][20]. Summary by Sections Industry Viewpoints - The communication sector index increased by 7.56%, outperforming the Shanghai and Shenzhen 300 index by 6.47 percentage points [14]. - The report emphasizes the importance of the H20 chip and RISC-V developments in enhancing China's chip autonomy and innovation capabilities [24][32]. Weekly Strategy Insights - The approval of H20 chip exports to China and the launch of the RTX Pro GPU by NVIDIA are significant developments that could enhance the domestic chip market [18][24]. - The AI model Grok 4 has shown substantial improvements in human-like simulation capabilities, indicating a growing trend in AI-driven digital interactions [21][51]. Communication Industry Dynamics - The report notes that the domestic computing power market is expanding rapidly, with the AI chip market expected to reach 141.2 billion yuan in 2024, reflecting a 41.9% year-on-year growth in 2023 [20][36]. - The investment scale of China's intelligent computing center market reached 87.9 billion yuan in 2023, with a projected growth to 288.6 billion yuan by 2028 [50][51].

证券代码：301285 证券简称：鸿日达 公告编号：2025-052 鸿日达科技股份有限公司 关于实际控制人部分股份质押及解除质押的公告 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。 鸿日达科技股份有限公司（以下简称"公司"）于近日接到公司实际控制人王玉田 先生的通知，获悉其持有的本公司部分股份办理了质押及解除质押业务，具体事项如下： 三、股东股份累计质押情况 1、截至本公告披露日，公司实际控制人及其一致行动人所持质押股份情况如下： | | | | 本次质押及 | 本次质押及 | | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 持股 | | | | 占其所 | 占公司 | 已质押股份 | 占已 | | 占 未 | | 股东 | | 持股 | 解除质押前 | 解除质押后 | | | | | 未质押股份 | | | | 数量 | | | | 持股份 | 总股本 | 限售和冻 | 质押 | | 质 押 | | 名称 ...

Core Insights - The company Hongrida (301285.SZ) reported a revenue of 162 million yuan for Q1 2025, marking a year-on-year increase of 7.60% [1] - The net profit attributable to shareholders was -12.17 million yuan, compared to a profit of 4.40 million yuan in the same period last year [1] - The net profit after deducting non-recurring gains and losses was -18.48 million yuan, down from 2.52 million yuan year-on-year [1] - The net cash flow from operating activities was 49.87 million yuan, an increase from 13.14 million yuan year-on-year [1] Financial Performance - In 2024, the company achieved a revenue of 830 million yuan, reflecting a year-on-year growth of 15.22% [1] - The net profit attributable to shareholders for 2024 was -7.57 million yuan, down from 30.99 million yuan the previous year [1] - The net profit after excluding non-recurring items was -9.01 million yuan, compared to 17.04 million yuan in the prior year [1] - The net cash flow from operating activities decreased by 56.17% to 38.16 million yuan [1] IPO Details - Hongrida raised a total of 754.38 million yuan through its initial public offering, with a net amount of 675.83 million yuan after expenses [2] - The actual net fundraising exceeded the original plan by 193.30 million yuan [2] - The company initially aimed to raise 482.53 million yuan for the production project of precision connectors and to supplement working capital [2] - The total issuance costs for the IPO were 78.55 million yuan, including underwriting fees of 57.15 million yuan [2]

证券代码：301285 证券简称：鸿日达 公告编号：2025-051 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到期赎回 并继续进行现金管理的进展公告 签约主体 签约银行 产品名称 金额 （万元） 产品 类型 起息 日期 到期 日期 实际 收益 （万元） 资金 来源 东台润田 精密科技 有限公司 招商银行 昆山高新 区支行 招商银行智汇 系列看跌两层 区间 31 天结构 性存款 1,500 保本浮 动收益 型 2025 年 5 月 30 日 2025 年 6 月 30 日 2.48 闲置募 集资金 一、本次使用部分闲置募集资金购买现金管理产品到期赎回的情况 | 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 | | 东台润田 | 招商银行 | 招商银行智汇 系列看涨两层 | | 保本浮 | 2025 年 | | 2025 ...

证券代码：301285 证券简称：鸿日达 公告编号：2025-050 鸿日达科技股份有限公司 2024年年度权益分派实施公告 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。 重要内容提示： ● 鸿日达科技股份有限公司（以下简称"公司"）回购专用证券账户中持有的 316,238 股不参与本次权益分派。公司 2024 年年度权益分派实施方案为：以公司现有 总股本 206,670,000 股剔除已回购股份 316,238 股后的 206,353,762 股为基数，向全 体股东每 10 股派 0.50 元人民币现金，合计现金分红 10,317,688.10 元（含税）；不 送红股，不以资本公积转增股本。 ● 本次权益分派实施后计算除权除息价格时，按公司总股本（含回购股份）计算 的每 10 股现金分红（含税）=现金分红总额÷公司总股本（含回购股份）× 10=10,317,688.10 元÷206,670,000×10=0.499234 元（保留六位小数，最后一位直接 截取，不四舍五入）；本次权益分派实施后除权除息参考价=股权登记日收盘价– 0.0499234 元/股。 ...

Group 1 - Hongqing Integrated Technology (Kunshan) Co., Ltd. has been established with a registered capital of 100 million RMB, fully owned by Hongrid Technology Co., Ltd. [1] - The legal representative of Hongqing Integrated Technology is Wang Yutian [1]. - The company is classified under the scientific research and technical service industry, specifically in technology promotion and application services [2]. Group 2 - Hongrid Technology Co., Ltd. holds 100% ownership of Hongqing Integrated Technology [2]. - The business scope includes various services such as value-added telecommunications, internet information services, technical services, and software development [2]. - The registered address of the company is located at No. 29, Qingsong Road, Yushan Town, Kunshan City, Jiangsu Province [2].

证券代码：301285 证券简称：鸿日达 公告编号：2025-048 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到期赎回 并继续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》（ ...

证券代码：301285 证券简称：鸿日达 公告编号：2025-049 鸿日达科技股份有限公司 关于完成工商变更登记并换发营业执照的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，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"鸿日达"或"公司"）分别于 2025 年 5 月 30 日 召开第二届董事会第十五次会议、第二届监事会第十一次会议，于 2025 年 6 月 17 日召开 2025 年第一次临时股东大会，审议通过了《关于变更公司经营范围及修订<公司章程>的议 案》。具体内容详见公司在巨潮资讯网（www.cninfo.com.cn）披露的《关于变更公司经营范 围及修订<公司章程>的公告》（公告编号：2025-040）等相关文件。 近日，公司已办理并完成工商变更登记及《公司章程》备案手续，并取得了登记机关 核发的《营业执照》，变更后的相关登记信息公告如下： 5、注册资本：20,667 万元整 6、成立日期：2003 年 06 月 27 日 7、住 所：江苏省苏州市昆山市玉山镇青淞路 89 号 1、统一社会信用代码：9132058375050665X4 2、名 称：鸿 ...