格隆汇2月27日丨同宇新材(301630.SZ)涨4.43%，报238.340元，股价创历史新高，总市值95.34亿元。 ...

MACD金叉信号形成，这些股涨势不错！ | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | 最新 | | --- | --- | --- | --- | --- | --- | --- | | 301630 | 同宇新材 | | 17.25 | 89.20亿 | 31.03 | 223.01 | | 300739 | 明阳电路 | 1 | 16.31 | 127亿 | 85.42 | 34.08 | | 920060 | 力源通 | 1 | 11.29 | 56.07亿 | 12.17 | 36.88 | | 301251 | 威尔高 | 一般 | 10.14 | 92.87 亿 | 31.89 | 68.95 | | 002008 | 大族激光 | 4 | 10.00 | 718亿 | 69.26 | 69.72 | | 001389 | 广合科技 | 1 | 10.00 | 501亿 | 44.15 | 117.67 | | 002916 | 深南电路 | 1 | 10.00 | 1976 Z | 24.90 | 290.14 | | 002463 | 沪电股份 | 1 | 10. ...

Core Viewpoint - The copper-clad laminate sector is experiencing strong performance, with significant gains in stock prices for companies such as Xianfeng Holdings, Tongyu New Materials, Shengyi Technology, and Hongchang Electronics [1] Group 1 - Xianfeng Holdings has reached the daily limit increase in stock price [1] - Tongyu New Materials, Shengyi Technology, and Hongchang Electronics are among the top gainers in the sector [1]

02月26日消息，截止13:05，PCB概念板块大涨，大族激光、广合科技、深南电路、沪电股份、奥士康 涨停，同宇新材、明阳电路、威尔高、胜宏科技、东山精密等个股涨幅居前。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 ...

Group 1 - The core viewpoint of the news is that Tongyu New Materials has shown a mixed performance in terms of stock trading and financial results, with a slight increase in stock price and a notable financing activity on February 12 [1] - On February 12, Tongyu New Materials' stock price increased by 0.23%, with a trading volume of 94.628 million yuan, and a net financing purchase of 12.2098 million yuan [1] - As of February 12, the total financing and securities lending balance for Tongyu New Materials was 165 million yuan, which represents 9.03% of its circulating market value [1] Group 2 - As of September 30, the number of shareholders for Tongyu New Materials was 8,851, a decrease of 55.73% compared to the previous period, while 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 reported a revenue of 899 million yuan, reflecting a year-on-year growth of 25.96%, while the net profit attributable to shareholders decreased by 6.62% to 103 million yuan [2] - Among the top ten circulating shareholders as of September 30, 2025, Huaxia Industry Prosperity Mixed A (003567) was the second-largest shareholder with 414,300 shares, and both Huaxia Vision Growth One-Year Holding Mixed A (016250) and Hong Kong Central Clearing Limited were new shareholders [2]

（文章来源：证券日报） 证券日报网讯 2月12日，同宇新材在互动平台回答投资者提问时表示，关于公司经营数据请关注后续披 露的相关公告。 ...

Group 1 - International Composite Materials (301526) is a core supplier of electronic-grade glass fiber and products in China, focusing on high-performance glass fiber material research and production, with a full industry chain layout advantage in electronic cloth [1][21] - The company’s main business includes electronic-grade glass fiber yarn, electronic cloth, and composite material products, widely used in copper-clad laminates (CCL) and printed circuit board (PCB) manufacturing, featuring electrical insulation and fire resistance [1][21] - The company is focusing on high-end products such as low-dielectric electronic cloth, suitable for high-speed PCB scenarios like AI servers and data centers, with production capacity and technical strength among the industry leaders [1][21] Group 2 - Honghe Technology (603256) is a leading enterprise in the global mid-to-high-end electronic-grade glass cloth segment, breaking international monopolies in ultra-thin and extremely thin electronic cloth [2][22] - The company’s main business focuses on the research, production, and sales of electronic-grade glass fiber yarns and fabrics, with applications covering various electronic devices including mobile phones, computers, and AI servers [2][22] - As a core supplier to global top copper-clad board manufacturers, the company has a significant competitive advantage in high-end PCB manufacturing, especially in AI computing-related high-speed PCB fields [2][22] Group 3 - China National Materials (002080) is a comprehensive leader in the new materials sector, leveraging state-owned enterprise resources to maintain industry leadership in glass fiber and wind power blades [3][23] - The company’s main business includes glass fiber and products, wind power blades, and lithium battery separators, with glass fiber being a core segment [3][23] - The company’s subsidiary, Taishan Glass Fiber, developed the first generation of low-dielectric fine yarn and electronic cloth, which won a global leading ICT manufacturer’s "Technology Breakthrough Award" [3][23] Group 4 - China Jushi (600176) is the absolute leader in the global glass fiber industry, with production capacity and technical strength at the forefront globally [4][24] - The company has built a full industry chain advantage from glass fiber yarn to electronic cloth, with products widely used in construction, electronics, and automotive sectors [4][24] - The company’s electronic cloth production capacity ranks among the top globally, with significant cost advantages in self-developed low-dielectric glass fiber (TLD-glass) [4][24] Group 5 - Jinan Guojin (002636) is a key player in the copper-clad board industry, with a complete electronic materials industry chain layout [5][25] - The company focuses on the research and production of copper-clad boards and related materials, maintaining a stable market share in East China [5][25] - The company’s electronic-grade glass fiber cloth is a core raw material for copper-clad boards, enabling effective cost reduction through in-house production [5][25] Group 6 - Hongchang Electronics (603002) is an important enterprise in the domestic electronic-grade epoxy resin and copper-clad board sector, covering core upstream and downstream segments of electronic cloth [6][26] - The company has established long-term partnerships with major domestic PCB manufacturers, focusing on the production and sales of electronic-grade epoxy resin, copper-clad boards, and semi-cured sheets [6][26] - The company benefits indirectly from the development of the electronic cloth industry through its copper-clad board business [6][26] Group 7 - Filihua (300395) is a leading enterprise in the global quartz glass materials sector, being the only company in China to achieve mass production of high-end quartz electronic cloth (Q cloth) [7][27] - The company’s main business focuses on the research, production, and sales of quartz glass and products, with applications in high-end fields such as semiconductors and optical communications [7][27] - The company’s third-generation quartz cloth has a dielectric constant as low as 2.3, making it a core enhancement material for M9 copper-clad boards [7][27] Group 8 - Changhai Co., Ltd. (300196) is an important enterprise in the domestic glass fiber and composite materials industry, focusing on high-end electronic cloth business through its subsidiaries [8][28] - The company’s main business includes glass fiber yarn, glass fiber products, and composite materials, with a stable production capacity layout in East China [8][28] - The company’s subsidiary, Guangyuan New Materials, focuses on producing low-dielectric electronic cloth and electronic yarn, entering the high-end PCB materials market [8][28] Group 9 - Jiuding New Materials (002201) is one of the leading enterprises in the domestic electronic cloth industry, with deep accumulation in glass fiber and composite materials [9][30] - The company’s main business includes glass fiber products, composite materials, and wind power blades, with electronic cloth being a core segment [9][30] - The company is continuously advancing the research and development of special glass fibers and electronic cloth, with significant revenue growth expected in the second quarter of 2025 [9][30] Group 10 - Shandong Glass Fiber (605006) is an important enterprise in the domestic glass fiber industry, with electronic cloth being a key focus area [10][31] - The company leverages the glass fiber industry cluster advantage in Shandong, steadily expanding its production capacity [10][31] - The company is focusing on mid-to-high-end electronic cloth products, adapting to the upgrading needs of the PCB industry [10][31]

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 ...