证券日报网讯2月2日，同宇新材（301630）在互动平台回答投资者提问时表示，目前公司正有序推进江 西同宇产能释放，新建厂房的产线磨合和产能逐步释放是行业的必经过程，公司对后续的生产经营充满 信心。当前新增产能已逐步体现在公司经营业绩层面，受内外部多重因素影响，短期内对业绩贡献存在 不确定性。后续进展敬请关注公司定期报告及相关公告。 ...

同宇新材（301630.SZ）1月29日在投资者互动平台表示，公司募投项目已于2024年7月正式投产，目前 正处于产能爬坡期。关于公司经营数据敬请关注后续披露的相关公告。 （记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：公司募投项目已于2024年7月投产，请问目前产能增长 了多少？今年能否实现产能翻倍？公司的营收利润能否翻倍？ ...

同宇新材料（广东）股份有限公司 关于为全资子公司提供担保的进展公告 证券代码：301630 证券简称：同宇新材 公告编号：2026-002 同宇新材料（广东）股份有限公司（以下简称"公司"）于 2025 年 5 月 28 日 召开了第二届董事会第三次会议，于 2025 年 6 月 18 日召开了 2024 年年度股东大 会，审议通过了《关于为全资子公司提供担保额度预计的议案》，同意 2025 年度 公司为江西同宇新材料有限公司（以下简称"江西同宇"）提供担保额度不超过人 民币 30,000.00 万元，担保有效期为自 2024 年年度股东大会审议通过之日起至 2025 年年度股东会召开之日止。在上述担保额度范围内，公司对具体发生的担保 事项无需另行召开董事会或股东会审议；授权期限内，担保额度可循环使用。 二、担保进展情况 近日，公司分别与中国建设银行股份有限公司乐平支行（以下简称"建设银行 乐平支行"）签订了《最高额保证合同》、与招商银行股份有限公司佛山分行（以 下简称"招商银行佛山分行"）签订了《最高额不可撤销担保书》、与招商银行股 份有限公司景德镇分行（以下简称"招商银行景德镇分行"）签订了《最高额不可 ...

证券代码：301630 证券简称：同宇新材 公告编号：2026-001 同宇新材料（广东）股份有限公司 三、其他说明 同宇新材料（广东）股份有限公司（以下简称"公司"）于近日接到持股 5%以上股东章星先生的通知，获悉章星先生对所持有公司部分股份办理了质押， 具体情况如下： 本次质押股份不存在负担重大资产重组等业绩补偿义务。 二、股东股份累计质押情况 截至本公告披露日，上述股东所持股份累计质押情况如下： | 章星 | | | | | 名称 | 股东 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 100.00 | 2,580, | | ） | | （股 | 数量 | 持股 | | | 6.45 | | | ） | | （% | 比例 | 持股 | | | 0 | | | （股） | 数量 | 押股份 | | 押前质 | 本次质 | | 0.00 | 500,00 | | （股） | 数量 | 押股份 | | 押后质 | 本次质 | | 19.38 | | ） | （% | | 比例 | 股份 | 所持 | 占其 | | 1.25 | ...

机构持仓方面，截止2025年9月30日，同宇新材十大流通股东中，华夏行业景气混合A（003567）位居 第二大流通股东，持股41.43万股，为新进股东。华夏远见成长一年持有混合A（016250）位居第三大流 通股东，持股23.64万股，为新进股东。香港中央结算有限公司位居第七大流通股东，持股6.37万股，为 新进股东。 责任编辑：小浪快报 融券方面，同宇新材1月19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。 资料显示，同宇新材料(广东)股份有限公司位于广东省肇庆市四会市大沙镇马房开发区(西南一区编号 ES1020)，成立日期2015年12月23日，上市日期2025年7月10日，公司主营业务涉及电子树脂的研发、生 产和销售,主要应用于覆铜板生产。主营业务收入构成为：电子树脂99.26%，其他0.74%。 截至9月30日，同宇新材股东户数8851.00，较上期减少55.73%；人均流通股1129股，较上期增加 125.86%。2025年1月-9月，同宇新材实现营业收入8.99亿元，同比增长25.96%；归母净利润1.03亿元， 同比减 ...

Group 1 - The company, Tongyu New Materials, stated that its production and operations are currently stable [2] - The management emphasizes the importance of stock price trends and shareholder interests, acknowledging that stock price fluctuations result from various complex market factors [2] - The company aims to focus on its core business, enhance its competitive strength and intrinsic value, and is committed to creating long-term returns for shareholders through steady development [2]

Group 1 - The company is actively expanding its electronic resin production capacity through fundraising projects, with a designed capacity of 152,000 tons set to commence production in July 2024 [2] - The company is currently in the capacity ramp-up phase, which will support further market share growth [2] - The company has made breakthroughs in key core technologies for electronic resins suitable for high-frequency and high-speed copper-clad laminates, including benzoxazine resin, maleimide resin, functionalized polyphenylene ether resin, and advanced hydrocarbon resin [2] Group 2 - The related products are currently in small batch or pilot testing stages, and their commercialization will address the domestic shortfall in high-end applications of electronic resins [2] - The successful commercialization of these products is expected to enhance customer recognition and market share [2]

Market Overview - The electronic chemicals sector experienced a decline of 1.99% on December 29, with Tian Tong Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] Stock Performance - Notable gainers in the electronic chemicals sector included: - Puyang Huicheng (300481) with a closing price of 15.82, up 1.22% [1] - Lier Technology (688683) with a closing price of 31.82, up 1.21% [1] - Hongchang Electronics (603002) with a closing price of 7.62, up 0.53% [1] - Major decliners included: - Tian Tong Co., Ltd. (600330) with a closing price of 13.17, down 4.22% [2] - Qiangli New Materials (300429) with a closing price of 13.60, down 4.09% [2] - Jingrui Electric Materials (300655) with a closing price of 16.40, down 3.87% [2] Capital Flow - The electronic chemicals sector saw a net outflow of 2.213 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.846 billion yuan [2] - The sector's capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Notable capital flows for specific stocks included: - Weiteou (61310E) saw a net inflow of 2.3267 million yuan from institutional investors [3] - Tian Tong Co., Ltd. (600330) experienced a significant net outflow of 34.02 billion yuan [2] - Puyang Huicheng (300481) had a net inflow of 707,000 yuan from institutional investors [3]

兴业证券股份有限公司 关于同宇新材料（广东）股份有限公司 2025 年度定期现场检查报告 | 保荐机构名称：兴业证券股份有限公司 被保荐公司简称：同宇新材 | | --- | | 保荐代表人姓名：林剑锋 联系电话：021-20370631 | | 保荐代表人姓名：万弢 联系电话：021-20370631 | | 现场检查人员姓名：林剑锋、高一蕖 | | 现场检查对应期间： 2025 年 7 月 10 日-2025 年 12 月 8 日 | | 年 月 年 月 年 月 年 现场检查时间：2025 11 4 日-2025 11 7 日、2025 12 8 日-2025 | | 12 月 11 日 | | 一、现场检查事项 现场检查意见 | | 不适 （一）公司治理 是 否 | | 用 | | 现场检查手段：1.查阅公司章程及公司治理制度；2.查阅检查期内的股东会和董 | | 事会会议文件；3.查看上市公司的主要生产、经营、管理场所;4.与上市公司管理 层进行沟通，了解公司经营管理情况。 | | 1.公司章程和公司治理制度是否完备、合规 是 | | 2.公司章程和股东会、董事会规则是否得到有效执行 是 | | 3. ...

Group 1 - The core viewpoint of the news is that Tongyu New Materials has shown a significant increase in trading activity and financial performance, with a notable rise in revenue despite a decline in net profit [1][2]. Group 2 - On December 18, Tongyu New Materials' stock rose by 0.97%, with a trading volume of 92.12 million yuan. The financing buy-in amount for the day was 10.51 million yuan, while the net financing buy-in reached 4.89 million yuan, resulting in a total financing and securities balance of 174 million yuan [1]. - As of September 30, the number of shareholders for Tongyu New Materials was 8,851, a decrease of 55.73% from the previous period. The average circulating shares per person increased by 125.86% to 1,129 shares [2]. - For the period from January to September 2025, Tongyu New Materials achieved an operating income of 899 million yuan, representing a year-on-year growth of 25.96%. However, the net profit attributable to the parent company was 103 million yuan, reflecting a year-on-year decrease of 6.62% [2]. - The major shareholders as of September 30 include Huaxia Industry Prosperity Mixed A, which is the second-largest shareholder with 414,300 shares, and Huaxia Vision Growth One-Year Mixed A, the third-largest shareholder with 236,400 shares, both being new shareholders [2].