证券日报网讯 12月8日，飞荣达在互动平台回答投资者提问时表示，公司一直与各头部品牌终端厂商保 持密切合作，公司应用于手机终端的产品主要包括石墨片、石墨烯、热管、VC、相变储能材料、微型 风扇和微泵液冷等导热材料及器件和电磁屏蔽材料及器件相关产品。长期以来，公司积极配合客户需求 开展相关产品的研发和技术储备，通过持续的产品迭代更新，为客户提供更适配、更优质的产品。 （文章来源：证券日报） ...

瑞财经 刘治颖 12月5日，成都宏明电子股份有限公司（以下简称：宏明电子）创业板IPO将于12月12日上会迎考，保荐机构为申万宏源证券承销保荐有限责 任公司，保荐代表人为龙家立、黄学圣，会计师事务所为信永中和会计师事务所（特殊普通合伙）。 招股书显示，宏明电子前身是国营第七一五厂，创建于1958年。公司主要从事以阻容元器件为主的新型电子元器件的研发、生产和销售，还涉及精密零组件 业务，产品主要应用于平板电脑、笔记本电脑等消费电子领域和新能源电池及汽车电子结构件等领域。 2022年-2024年及2025年上半年，宏明电子营业收入分别为31.46亿元、27.27亿元、24.94亿元、15.28亿元，归属于母公司股东的净利润分别为4.76亿元、4.12 亿元、2.68亿元、2.57亿元，综合毛利率分别为50.28%、53.49%、43.56%、50.59%。 2023年度，公司营业收入和归属于母公司股东的净利润分别下降13.33%和13.43%；2024年度，公司营业收入和归属于母公司股东的净利润分别下降8.54%和 34.84%；2025年1-6月，公司营业收入和归属于母公司股东的净利润分别同比增长2.63%和下 ...

欧菲光公告，公司拟通过发行股份的方式购买南昌市产盟投资管理有限公司持有的欧菲微电子（南昌） 有限公司28.2461%股权，并募集配套资金。公司于2025年10月21日收到深圳证券交易所出具的《关于 欧菲光集团股份有限公司发行股份购买资产并募集配套资金申请的审核问询函》，要求公司在30日内对 审核问询函中所列问题逐项落实并提交书面回复。根据深圳证券交易所的进一步审核意见，公司需对 《审核问询函》回复文件进行修改、补充，因进一步修改、补充所需工作时间较长，公司将自《审核问 询函》回复期限届满之日起延期不超过30日向深圳证券交易所提交修订后的《审核问询函》回复文件并 及时履行信息披露义务。 ...

IPO Review and Registration Progress - Three companies passed the IPO review last week, including Zuxing New Materials, Mirui Technology, and Jintai Co., with Zuxing New Materials focusing on aluminum pigments and fine spherical aluminum powder, reporting revenue of 578 million yuan and net profit of 60 million yuan for the first three quarters of 2025, reflecting year-on-year growth of 10.98% and 35.47% respectively [3][4] - Mirui Technology, engaged in smart network cameras and IoT video products, reported revenue of 549 million yuan, a decline of 0.95%, and net profit of 51 million yuan, down 12.93% for the same period [4] - Jintai Co., specializing in sponge titanium products, achieved revenue of 1.272 billion yuan, up 12.43%, and net profit of 155 million yuan, an increase of 52.68% [4] New IPO Applications and Upcoming Reviews - Five new IPO applications were accepted last week, including Ma Mining Co., which focuses on iron ore resource development, reporting a revenue of 2.057 billion yuan and net profit of 659 million yuan from 2022 to 2024 [8][9] - Zhongke Kehua, a semiconductor packaging materials company, reported revenue of 331 million yuan and net profit of 34 million yuan for 2024, with plans to raise 598 million yuan through its IPO [9] - Yulong Technology, a precision control board manufacturer, reported revenue of 1.095 billion yuan and net profit of 121 million yuan for the first half of 2025, with a significant portion of its revenue coming from BOE Technology Group [10][11] New Stock Subscription and Listing Dynamics - Three new stocks were listed last week, including Jingchuang Electric, which saw a price increase of 330.74% on its first day, and China Uranium Industry, which rose by 280.04% [13] - This week, five new stocks are scheduled for subscription, including Yuxun Co., which focuses on optical communication chips and expects a net profit of 92 million to 98 million yuan for 2025, reflecting a year-on-year growth of 18.15% to 25.86% [14][15]

重磅会议指明年继续实施更加积极的财政政策和适度宽松的货币政策，A股三大指数今日集体走高，截至收盘，沪指涨0.54%报3924点，深证成指涨1.39%， 创业板指涨2.6%。全市场成交额2.05万亿元，较前一交易日增量3127亿元，超3400股上涨。 | 上证指数 | 深证成指 | 北证5C | | --- | --- | --- | | 3924.08 | 13329.99 | 1426.2 | | +21.27 +0.54% +182.31 +1.39% +17.90 +1 | | | | 科创20 | 创业板指 | 万得全/ | | 1350.80 | 3190.27 | 6315.4 | | +24.69 +1.86% +80.97 +2.60% +64.84 +1 | | | | 沪深300 | 中证500 | 中证A5( | | 4621.75 | 7172.37 | 5561.3 | | +37.22 +0.81% +74.53 +1.05% +47.61 +0 | | | | 中证1000 | 中证2000 | 中证红和 | | 7423.05 | 3145.73 | 5527.4 | | +8 ...

（文章来源：每日经济新闻） 每经AI快讯，天眼查App显示，12月5日，河南鸿创科技有限公司成立，法定代表人为王雪，注册资本 20亿元人民币，经营范围包括电子元器件制造、电子元器件批发、电子元器件零售、集成电路制造、集 成电路设计、集成电路销售等。股东信息显示，该公司由富士康郑州关联公司鸿富锦精密电子（郑州） 有限公司、郑州航空港创投集团有限公司共同持股。 ...

天眼查App显示，12月5日，河南鸿创科技有限公司成立，法定代表人为王雪，注册资本20亿人民币， 经营范围包括电子元器件制造、电子元器件批发、电子元器件零售、集成电路制造、集成电路设计、集 成电路销售等。股东信息显示，该公司由富士康郑州关联公司鸿富锦精密电子（郑州）有限公司、郑州 航空港创投集团有限公司共同持股。 ...

证券研究报告 | 朝闻国盛 gszqdatemark 2025 12 08 年 月 日 朝闻国盛 利好 A 股的政策加码 今日概览 ◼ 重磅研报 【宏观】政策半月观—利好 A 股的政策加码——20251207 【金融工程】当下的反弹大概率仍只是 30 分钟级别反弹——20251207 【金融工程】择时雷达六面图：本周资金面好转，估值面弱化—— 20251206 【煤炭】聚焦 AI 带来的能源领域投资机会——20251207 【金融工程】行业 ETF 配置模型 2025 年超额 16.4%——20251205 【固定收益】单跌超长债背后的总量缺口和结构压力——20251207 【固定收益】信用如何突围——20251207 【固定收益】资金月初平稳，政府债融资显著回落——流动性和机构行 为跟踪——20251206 【建筑装饰】明年预计有多少保险资金增配建筑板块？——20251207 【纺织服饰】2026年度策略：推荐制造龙头，关注绩优品牌——20251206 【商贸零售】豫园股份（600655.SH）-置顶东方生活美学战略，文化引 领出海实现 0-1 突破——20251206 【电子】洁美科技（002859.SZ ...

Core Insights - Dongguan Xinlong Bag Co., Ltd. has been established with a registered capital of 2 million RMB, indicating a new player in the bag manufacturing and sales industry [1] Company Overview - The company specializes in various activities including bag manufacturing, sales, and repair services, as well as leather products manufacturing and sales [1] - It also engages in the manufacturing and retail of hardware products, rubber products, and electronic components, showcasing a diverse operational scope [1] - The company is involved in domestic trade agency, import and export of goods, and technology import and export, indicating a broad market reach [1]

Core Viewpoint - Chengdu Hongming Electronics Co., Ltd. is preparing for its IPO on the ChiNext board, facing challenges with declining revenue and net profit over the past two years, while aiming to raise funds for new electronic component projects [1][6]. Financial Performance - The company's revenue and net profit have shown a downward trend from 2022 to the first half of 2025, with revenues of 31.46 billion, 27.27 billion, 24.94 billion, and 15.28 billion respectively, and net profits of 4.76 billion, 4.12 billion, 2.68 billion, and 2.57 billion [1]. - In 2023, revenue and net profit decreased by 13.33% and 13.43% respectively, while in 2024, they further declined by 8.54% and 34.84% [1]. - For the first nine months of 2025, revenue increased by 1.45%, but net profit decreased by 2.88% [1]. Business Segments - The electronic components segment primarily focuses on high-reliability products, which accounted for an average of 89.41% of sales revenue, with ceramic capacitors making up 63.20% of high-reliability product sales [2]. - The precision components business has been experiencing an overall decline in performance [4]. Market Challenges - The company's performance is significantly influenced by the sales of high-reliability products, which have been affected by external factors such as cost control measures from downstream clients [3]. - The decline in demand from major clients, particularly Apple, and the shift of production capacity to other countries have negatively impacted the company's order fulfillment [5]. Future Outlook - The company projects a revenue of 26.42 billion for 2025, representing a growth of 5.94%, and a net profit of 4.69 billion, indicating a growth of 21.54% [5]. - The IPO aims to raise 19.5 billion for various projects, including new electronic components and integrated circuit production [6][7]. Financial Health - As of mid-2025, the company holds 7.7 billion in cash and 30.27 million in trading financial assets [8].