证券代码：300395 证券简称：菲利华 公告编号：2025-56 湖北菲利华石英玻璃股份有限公司 Hubei Feilihua Quartz Glass Co., Ltd. （荆州市东方大道68号） 2025 年度以简易程序向特定对象发行股票预案 二〇二五年十月 湖北菲利华石英玻璃股份有限公司 2025年度以简易程序向特定对象发行股票预案 公司声明 1、本公司及董事会全体成员保证本预案内容真实、准确、完整，并确认不 存在虚假记载、误导性陈述或重大遗漏。 2、本预案按照《发行注册管理办法》等法规及规范性文件的要求编制。 3、本次以简易程序向特定对象发行股票完成后，公司经营与收益的变化由 公司自行负责；因本次以简易程序向特定对象发行股票引致的投资风险，由投资 者自行负责。 4、本预案是公司董事会对本次以简易程序向特定对象发行股票的说明，任 何与之相反的声明均属不实陈述。 5、投资者如有任何疑问，应咨询自己的股票经纪人、律师、专业会计师或 者其他专业顾问。 6、本预案所述事项并不代表审批机构对于本次以简易程序向特定对象发行 股票相关事项的实质性判断、确认、批准，本预案所述本次以简易程序向特定对 象发行股票相关事项 ...

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。 湖北菲利华石英玻璃股份有限公司（以下简称"公司"）于 2025 年 10 月 13 日召开第六届董事会第二十二次会议、第六届监事会第二十二次会议，审议 通过了《关于公司 2025 年度以简易程序向特定对象发行股票方案的议案》等相 关议案，现就本次发行股票公司不存在直接或通过利益相关方向参与认购的投资 者提供财务资助或补偿事宜承诺如下： 公司不存在向发行对象作出保底保收益或变相保底保收益承诺的情形；不存 在直接或通过利益相关方向参与认购的投资者提供财务资助或补偿的情形。 证券代码：300395 证券简称： 菲利华 公告编号：2025-61 湖北菲利华石英玻璃股份有限公司 关于本次以简易程序向特定对象发行股票 不存在直接或通过利益相关方向参与认购的投资者提供财 务资助或补偿的公告 特此公告。 湖北菲利华石英玻璃股份有限公司董事会 2025 年 10 月 13 日 ...

证券代码：300395 证券简称：菲利华 湖北菲利华石英玻璃股份有限公司 募集资金使用可行性分析报告 湖北菲利华石英玻璃股份有限公司（以下简称"公司"、"菲利华"）是深 圳证券交易所创业板上市的公司。为满足公司经营战略的实施和业务发展的资金 需求，进一步增强公司资本实力，优化资本结构，提升盈利能力，根据《中华人 民共和国公司法》《中华人民共和国证券法》《公司章程》和《上市公司证券发 行注册管理办法》等有关法律、法规和规范性文件的规定，编制了《2025 年度 以简易程序向特定对象发行股票募集资金使用可行性分析报告》。 （本报告中如无特别说明，相关用语具有与《湖北菲利华石英玻璃股份有限 公司 2025 年度以简易程序向特定对象发行股票预案》中相同的含义。） 湖北菲利华石英玻璃股份有限公司 Hubei Feilihua Quartz Glass Co., Ltd. （荆州市东方大道68号） 2025 年度以简易程序向特定对象发行股票 募集资金使用可行性分析报告 二〇二五年十月 一、本次募集资金使用计划 本次发行股票募集资金总额不超过（含）人民币 30,000.00 万元，扣除发行 费用后将全部用于如下投资项目： 单 ...

湖北菲利华石英玻璃股份有限公司 前次募集资金使用情况 . 鉴证报告 - 勤信专字【2025】第 1994 号 证明该审计报告是否由具有执业许可的会议 您可使用手机"扫一扫"或进入"注 目 录 内容 页 次 鉴证报告 1-2 附件: 湖北菲利华石英玻璃股份有限公司 关于前次募集资金使用情况的报告 中勤万信会计师事务所 地址:北京西直门外大街 112 号阳光大厦 10 层 电话:(86-10) 68360123 传真:(86-10) 68360123-3000 邮编:100044 湖北菲利华石英玻璃股份有限公司 前次募集资金使用情况鉴证报告 勤信专字【2025】第 1994 号 湖北菲利华石英玻璃股份有限公司全体股东: 我们接受委托,对后附的湖北菲利华石英玻璃股份有限公司(以下简称"贵 公司")编制的截至 2025年 6 月 30 日止《前次募集资金使用情况的报告》进行 鉴证。 一、管理层的责任 按照中国证券监督管理委员会颁布的《监管规则适用指引一发行类 7 号》编 制《前次募集资金使用情况的报告》,并保证其内容真实、准确、完整,不存在 虚假记录、误导性陈述或重大遗漏;提供真实、合法、完整的相关资料以及我们 认为 ...

Core Insights - The article highlights the development of the Yunmeng Salt Chemical Industrial Park in Guizhou, which has created a 30 billion yuan industrial cluster driven by innovation and a "five-chain symbiosis" model [1][2][8] Group 1: Industrial Development - The Yunmeng Salt Chemical Park has proven rock salt reserves exceeding 10 billion tons, accounting for over 30% of Hubei's total, with an average sodium chloride grade of over 98% [2] - The park has attracted nearly 100 enterprises, with 46 already in operation, establishing a symbiotic industrial network involving brine, hydrogen, chlorine, hydrochloric acid, and caustic soda [3][6] - The park's leading company, Hubei Gehua Huaxiang Chemical Co., produces 100,000 tons of caustic soda, 28 million cubic meters of hydrogen, and 85,000 tons of liquid chlorine annually, with over one-third of the gases supplied directly to other enterprises in the park [1][3] Group 2: Innovation and Technology - Technological innovation is identified as the core driver for high-quality development, with companies like Hubei Fudun Biochemical Technology Co. producing high-purity solvents and achieving significant purity improvements over a decade [4][5] - The park has established 27 high-tech enterprises and 3 national-level specialized "little giant" companies, indicating a strong focus on technological advancement [6] - Companies are also innovating in waste utilization, such as transforming waste mineral oil into gasoline and diesel with over 92% recovery rates [5] Group 3: Future Prospects - The second phase of Hubei Gehua Huaxiang's caustic soda project, with an annual capacity of 200,000 tons, is set to launch by the end of this year, significantly increasing production capacity [7] - The park is exploring zero-carbon energy solutions, including the development of hydrogen internal combustion engines and solid-state battery materials in collaboration with leading companies [7][8] - The local government aims to push the modern chemical industry output value to exceed 50 billion yuan within three years, positioning Yunmeng as a nationally recognized green salt chemical base [8]

Group 1 - The defense and military industry showed resilience in the market, with the popular defense ETF (512810) experiencing significant trading volume of over 62 million yuan and multiple instances of premium pricing [1] - Key stocks such as Changcheng Military Industry and Aopu Optoelectronics reached their daily limit up, while Inner Mongolia First Machinery Group saw a rise of 6.94% [1] - The AG600 amphibious aircraft entered mass production, marking a breakthrough in domestic large civil aircraft self-supply, with the successful test flight of the second aircraft and the delivery of the third [3] Group 2 - The unveiling of the J-6 drone at the Changchun Airshow highlights the trend towards unmanned and intelligent equipment, which is expected to boost orders in upstream materials and electronics within the defense sector [3] - The defense industry is closely tied to national five-year plans, with upcoming significant meetings likely to clarify the focus areas for the 15th five-year plan, emphasizing the development of unmanned and intelligent equipment [3] - The defense and military sector is benefiting from industrial upgrades and the trend towards self-sufficiency, with sustained high demand for core equipment and an overall high industry prosperity [3] Group 3 - The defense ETF (512810) passively tracks the CSI Military Index, with its top ten weighted stocks including China Shipbuilding, AVIC Shenyang Aircraft, and Guoke Technology [3]

Core Insights - The China Securities High-end Equipment Sub-index 50 has seen a decline of 0.41% as of October 13, 2025, with mixed performance among constituent stocks [1] - The high-end equipment ETF (159638) has undergone adjustments, with a trading volume of 45.61 million yuan and a current scale of 1.103 billion yuan [1] - The high-end equipment ETF has recorded a net value increase of 21.10% over the past six months, with the highest monthly return since inception being 19.30% [1] - The defense and military industry sector is expected to perform well in Q4, with anticipated improvements in the third-quarter reports and upcoming events such as the 19th Dubai Airshow [1] Summary by Category Market Performance - The top ten weighted stocks in the China Securities High-end Equipment Sub-index account for 46.85% of the index [2] - Notable performers include China Great Wall, which rose by 4.19%, while Aviation Industry Corporation of China (AVIC) stocks showed mixed results [1][4] ETF Details - The high-end equipment ETF has a turnover rate of 4.16% and a total transaction value of 45.61 million yuan [1] - The ETF's performance metrics include a maximum monthly return of 19.30% and an average monthly return of 6.43% [1] Industry Outlook - The defense and military sector is expected to see a favorable Q4, driven by improved fundamentals and upcoming events that may catalyze order placements [1] - The "14th Five-Year Plan" framework is anticipated to provide further support to the sector [1]

Core Viewpoint - The defense and military industry in China has shown resilience and growth despite recent tariff escalations, with the sector benefiting from strong domestic demand and limited impact from international trade disruptions [1][4]. Market Performance - On October 13, A-shares fell collectively, with only four out of thirty industry sectors showing gains, among which the defense and military sector led with a rise of 0.97% [1][2]. - The defense and military ETF (512810) demonstrated upward movement, even reversing into positive territory during market fluctuations, indicating strong buying interest [2][4]. Sector Analysis - The defense and military sector is characterized by rigid domestic demand and self-sufficiency, making it less vulnerable to international trade tensions [4]. - The industry is poised for growth due to the trend of high-end equipment self-sufficiency and the ongoing upgrade of China's industrial capabilities, which enhances the global competitiveness of domestic companies [4]. - Current valuations in the sector are considered reasonable, with long-term growth driven by advancements in digital technology and energy transformation [4]. Investment Tool - The defense and military ETF (512810) serves as an efficient investment vehicle, covering a range of themes including nuclear fusion, commercial aerospace, low-altitude economy, large aircraft, deep-sea technology, and military AI [4].

Investment Rating - The report highlights several companies with dividend yields exceeding 5%, including Sichuan Road and Bridge, Rabbit Baby, and others, indicating a positive investment outlook for these firms [2][12] Core Insights - The report recommends focusing on overseas markets, particularly in Africa, for building materials, fiberglass, and electrolytic aluminum sectors, suggesting that companies like Keda Manufacturing and Huaxin Cement are well-positioned for international competition [13] - Continued tracking of AI copper foil and AI electronic cloth is advised, as demand remains strong, benefiting from capital expenditure expansion in semiconductor clean rooms and PCB equipment [3] Summary by Sections Weekly Discussion - Companies with a price-to-earnings (PE) ratio below 15x include Sichuan Road and Bridge (8.8x), China Construction (4.8x), and others, indicating potential undervaluation [2][12] - The report emphasizes the importance of cash dividend ratios for 2024 and 2025, with several companies projected to maintain high dividend yields [2][12] Cycle Linkage - The national average price for cement is reported at 349 RMB/t, down 53 RMB/t year-on-year, with an average shipment rate of 44.5% [4][14] - The average price for float glass increased to 1289.81 RMB/t, reflecting a 5.31% rise, while inventory levels decreased [4][14] Market Performance - The building materials index increased by 2.66%, outperforming the Shanghai Composite Index [17] - Cement manufacturing showed a price adjustment of -0.4%, with regional variations in pricing due to demand fluctuations [21][25] Price Changes in Building Materials - The report notes that the price of 2400tex fiberglass remains stable at 3524.75 RMB/t, with no significant changes expected in the short term [56] - The electronic cloth market shows stable pricing, with current rates between 4.3-4.5 RMB/m [57]

Market Overview - The aviation equipment sector experienced a decline of 1.07% on October 10, with Hangyu Technology leading the drop [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Stock Performance - Notable gainers in the aviation equipment sector included: - Beimo Gaoke (002985) with a closing price of 30.86, up 4.22% [1] - Chenxi Aviation (300581) at 17.51, up 4.10% [1] - ST Lian Shi (000697) at 9.37, up 3.42% [1] - Major decliners included: - Hangyu Technology (688239) at 42.33, down 4.88% [2] - Feili Hua (300395) at 73.69, down 4.84% [2] - Hangya Technology (688510) at 25.38, down 4.69% [2] Capital Flow - The aviation equipment sector saw a net outflow of 708 million yuan from institutional investors, while retail investors contributed a net inflow of 137 million yuan [2][3] - Specific stock capital flows included: - Chenxi Aviation (300581) with a net inflow of 11.41% from institutional investors [3] - ST Lian Shi (000697) with a net inflow of 7.18% from institutional investors [3] - Other stocks like Sanjiao Defense (300775) and Lijun Co. (002651) also showed varied net inflows and outflows [3]