智通财经APP获悉，河北海伟电子新材料科技股份有限公司(简称：海伟电子)于2月26日所递交的港股招 股书满6个月，于8月26日失效，递表时中金公司为独家保荐人。 招股书显示，根据灼识咨询的资料，以2023年的电容器基膜销量计，海伟电子是中国最大的电容器薄膜 制造商。该公司的电容器薄膜产品主要包括(i)电容器基膜及(ii)金属化膜。该等产品为薄膜电容器的关 键组成部分，而薄膜电容器以其出色的耐电压性能、高频稳定性及长使用寿命而著称。薄膜电容器的终 端应用场景广泛，包括(i)新能源汽车，(ii)新能源电力系统， (iii)工业设备及(iv)家用电器。 ...

河北海伟电子新材料科技股份有限公司(简称：海伟电子)于2月26日所递交的港股招股书满6个月，于8月26日失效，递表时中金公司（601995）为独家保荐 人。 招股书显示，根据灼识咨询的资料，以2023年的电容器基膜销量计，海伟电子是中国最大的电容器薄膜制造商。该公司的电容器薄膜产品主要包括(i)电容器 基膜及(ii)金属化膜。该等产品为薄膜电容器的关键组成部分，而薄膜电容器以其出色的耐电压性能、高频稳定性及长使用寿命而著称。薄膜电容器的终端 应用场景广泛，包括(i)新能源汽车，(ii)新能源电力系统，(iii)工业设备及(iv)家用电器。 ...

铂科新材 20250825 摘要 2025 年上半年，铂科新材的营收达到 8.6 亿元，同比增长约 8%。规模净利润 为 1.91 亿元，同比增长约 3%。具体到第二季度，单季营收为 4.77 亿元，同 比增幅为 3.5%，环比增长 24%。利润方面，第二季度实现 1.17 亿元，同比 粉末销售增长迅速，同比增长 60%，环比增长 20%，专注于高附加值 领域，保证毛利率 40%-50%。目前拥有 6,000 吨产能，预计今年收入 7,000 万元，明年有望达到 1 亿至 1.2 亿元。UPS 受 AI 服务器数据中 心影响增速加快，充电桩业务和新能源汽车增长明显。 芯片电感是未来重要增长点，上半年业绩不理想，但随着模组电感进入 批量交付阶段，下半年特别是第四季度有望实现显著增长。公司正在开 发新的方案，与其他半导体公司展开合作。DDR5 已批量出货， DDR5+已通过客户认证，DDR6 仍处于前端认证阶段，预计 2026 年 出技术协议，2027 年大规模量产。 公司未来发展分为三个阶段：跟随 GPU 进入 AI 时代；ASEC 加上 DDR 放量；端侧应用。年底自建厂区交付使用，预计明年 Q1 投入新产能 ...

据证券之星公开数据整理，近期铜峰电子（600237）发布2025年中报。截至本报告期末，公司营业总收 入7.28亿元，同比上升13.88%，归母净利润5845.59万元，同比上升25.54%。按单季度数据看，第二季 度营业总收入3.63亿元，同比上升11.17%，第二季度归母净利润3124.45万元，同比上升39.6%。本报告 期铜峰电子盈利能力上升，毛利率同比增幅6.64%，净利率同比增幅15.84%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率26.16%，同比增6.64%，净利率8.57%，同比增 15.84%，销售费用、管理费用、财务费用总计7093.25万元，三费占营收比9.75%，同比减3.72%，每股 净资产3.01元，同比增7.72%，每股经营性现金流0.07元，同比增4199.82%，每股收益0.09元，同比增 25.51% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 6.39亿 | 7.28亿 | 13.88% | | 归母净利润(元) | 4656.41万 | 5845.59万 | ...

格隆汇8月22日丨维峰电子(301328.SZ)公布2025年半年度报告，上半年公司实现营业收入3.38亿元，同比增长40.19%；归属于上市公司股东的净利润5493.22万元，同比增长16.52%；归 ...

Group 1 - The company reported a revenue of 2.095 billion yuan for the first half of 2025, representing a year-on-year growth of 7.88% [1] - The net profit reached 42.669 million yuan, showing a significant year-on-year increase of 327.86% [1] - The basic earnings per share were 0.3 yuan, which is an increase of 328.57% compared to the previous year [1]

Group 1 - The stock price of Jin'an Guoji closed at 13.38 yuan, down 0.28 yuan or 2.05% from the previous trading day, with a trading volume of 610,900 hands and a transaction amount of 819 million yuan [1] - Jin'an Guoji specializes in the research, production, and sales of electronic components, with applications in consumer electronics, automotive electronics, and industrial control [1] - The company revised its performance forecast for the first half of 2025, adjusting the expected net profit decline from 73.2% to being approximately flat, making it one of the few companies to raise its earnings outlook recently [1] Group 2 - On the day of the report, the net outflow of main funds for Jin'an Guoji was 92.41 million yuan, accounting for 0.95% of its circulating market value, although there was a cumulative net inflow of 47.81 million yuan over the past five trading days [1]

Core Viewpoint - The company aims to focus on its core business, enhance supply chain operations, optimize asset structure, and reduce the impact of financial asset price fluctuations on its performance [1] Group 1: Strategic Actions - The company and its subsidiaries plan to selectively dispose of certain trading financial assets based on market conditions, including stocks of Hongye Futures, Zhongtai Securities, and Shengyi Technology [1] - The company holds 63,930,134 shares of Hongye Futures, representing 6.34% of its total share capital, and intends to reduce its holdings by up to 5,945,888 shares within three months, which is 0.59% of the total share capital [1] Group 2: Financial Performance - The company is taking steps to improve the quality of its development and mitigate risks associated with financial asset price volatility [1]

Core Viewpoint - The report provides a detailed account of the fundraising activities, management, and actual usage of funds by Guangzhou Fangbang Electronics Co., Ltd., highlighting compliance with regulatory requirements and the current status of the funds as of June 30, 2025 [2][3][8]. Fundraising Basic Situation - The company raised a total of RMB 107,760.00 million from the issuance of 20 million shares at RMB 53.88 per share, with a net amount of RMB 97,903.96 million after deducting various fees [2]. - The total amount used from the raised funds by the end of June 2025 is RMB 61,866.35 million, with accumulated bank interest netting RMB 10,494.65 million [2][3]. Fund Management Situation - The company has established a fundraising management system in compliance with relevant laws and regulations, ensuring that funds are stored in dedicated bank accounts and managed under a tripartite supervision agreement with the underwriter [3][4]. - As of June 30, 2025, the company holds three dedicated fundraising accounts, two structured deposit accounts, and twelve large-denomination certificate accounts [4]. Actual Usage of Funds - The company has not encountered any abnormal situations regarding the use of raised funds, and the total amount used in the current year is RMB 877.40 million [5][8]. - The company has utilized its own funds for project expenses, amounting to RMB 6,340.61 million, which will be replaced by raised funds [6][11]. Idle Fund Management - The company has not used idle funds to temporarily supplement working capital. Instead, it has engaged in cash management with idle funds, investing up to RMB 9 billion in safe, liquid financial products [7][8]. - The total investment in financial products amounts to RMB 52,872.80 million, with a remaining balance of RMB 40,165.40 million as of June 30, 2025 [8][12]. Changes in Fund Usage - The company has terminated the fundraising project for the flexible copper-clad laminate production base, with an expected remaining amount of RMB 30,068.08 million, which will continue to be managed according to relevant regulations [9][10]. - There have been no instances of transferring or replacing fundraising projects as of June 30, 2025 [10][11]. Compliance and Disclosure - The company has adhered to the regulations regarding the management and disclosure of fundraising activities, ensuring timely and accurate reporting without any violations [10][12].

华泰联合证券有限责任公司 关于广州方邦电子股份有限公司 使用暂时闲置募集资金进行现金管理的核查意见 华泰联合证券有限责任公司（以下简称"华泰联合证券"、"保荐机构"） 作为广州方邦电子股份有限公司（以下简称"方邦股份"、"公司"）首次公开 发行股票并在科创板上市持续督导阶段的保荐机构，根据《上市公司募集资金监 管规则》等有关法律、法规、规范性文件及《广州方邦电子股份有限公司募集资 金管理制度》等相关规定，对方邦股份拟在确保不影响募集资金投资项目进度、 公司正常生产经营及确保资金安全的前提下，使用额度不超过人民币 4.5 亿元的 暂时闲置募集资金进行现金管理的事项进行了核查，并出具本核查意见如下： 三、本次使用暂时闲置募集资金进行现金管理的基本情况 （一）投资目的 公司在确保不影响募集资金投资项目正常实施以及确保募集资金安全的前 提下，拟合理利用部分暂时闲置募集资金进行现金管理，以提高募集资金的使用 效率，增加公司现金资产收益，实现股东利益最大化。 （二）投资产品品种 公司将按照规定严格控制风险，拟使用暂时闲置募集资金用于购买安全性 高、流动性好、有保本承诺的投资产品，且投资产品不得用于质押，不用于以 证券投资 ...