Hongda Electronics(SZ:300726) Xin Lang Zheng Quan·2026-01-19 01:20Core Viewpoint - Hongda Electronics has shown significant financial performance with a notable increase in revenue and net profit, indicating strong growth potential in the military electronic components sector [2]. Group 1: Financial Performance - As of September 30, 2025, Hongda Electronics achieved a revenue of 1.404 billion yuan, representing a year-on-year growth of 18.81% [2]. - The net profit attributable to shareholders for the same period was 327 million yuan, reflecting a year-on-year increase of 25.07% [2]. - Cumulative cash dividends since the company's A-share listing amount to 1.148 billion yuan, with 577 million yuan distributed over the past three years [2]. Group 2: Shareholder and Market Activity - As of January 16, 2025, Hongda Electronics' stock price increased by 2.34%, with a trading volume of 642 million yuan [1]. - The company recorded a net financing purchase of 15.5 million yuan on January 16, 2025, with a total financing balance of 589 million yuan, which is 2.74% of its market capitalization [1]. - The number of shareholders decreased by 14.68% to 24,900, while the average number of circulating shares per person increased by 17.21% to 8,600 shares [2]. Group 3: Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited is the fourth largest circulating shareholder, holding 6.0018 million shares, an increase of 3.4781 million shares from the previous period [2]. - Changxin National Defense Military Industry Quantitative Mixed A is a new entrant among the top ten circulating shareholders, holding 1.6986 million shares [2]. - The Guotai CSI Military Industry ETF reduced its holdings by 338,500 shares, while the Southern CSI 1000 ETF decreased its holdings by 14,500 shares [2].