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沃尔核材(09981) - 内幕消息 - 2025年度业绩快报
2026-02-27 12:03
Shenzhen Woer Heat-Shrinkable Material Co., Ltd. 深圳市沃爾核材股份有限公司 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責,對其準確 性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或 因依賴該等內容而引致的任何損失承擔任何責任。 ( 於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司 ) (股份代號:9981) 內幕消息 2025年度業績快報 本公告由深圳市沃爾核材股份有限公司(「本公司」,連同其附屬公司統稱為「本 集團」),根據香港聯合交易所有限公司證券上市規則(「上市規則」)第13.09條 及第13.10B條項下披露責任以及證券及期貨條例(香港法例第571章)第XIVA部 項下的內幕消息條文作出。 本公司於本公告載列的2025年度財務數據,乃根據《中國企業會計準則》編製, 未經會計師事務所審計,與經審計的財務數據可能存在差異,具體數據以本公 司2025年年度報告中披露的數據為準。本公司股東及投資者在買賣本公司股份 時務請審慎行事。 – 1 – 一、 2025年度主要財務數據和指 ...
富士胶片电子材料公司增资至24.7亿日元,增幅约221%
该公司成立于2005年1月,法定代表人为KOBAYASHI SHIGEKI,经营范围含研究开发并生产半导体、 液晶、新型平板显示器件、元器件的专用器材及其关连产品,以及研究开发并生产新型电子元器件、新 型仪表元器件和材料及其关连产品等,由日本富士胶片电子材料株式会社、台湾富士电子材料股份有限 公司共同持股。 天眼查App显示,近日,富士胶片电子材料(苏州)有限公司发生工商变更,注册资本由7.7亿日元增至约 24.7亿日元,增幅约221%。 ...
隆扬电子(301389) - 2026年2月26日 投资者关系活动记录表
2026-02-26 15:20
隆扬电子(昆山)股份有限公司 投资者关系活动记录表 说明 息泄露等情况。 编号:2026-001 | 活动类别 | 特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 _ | | 参与单位名称 | 天弘基金申宗航、哲云私募吴雅婷、东吴自营程颙、相聚资 | | | 本李慧丰、华宝信托张卿隆、长信基金陈宇哲、凯恩投资兰 | | | 云池、国泰海通陈思靖、趣时资产冯珺、阳光天泓资产林永 | | | 祥、信泰保险刘跃、东吴证券刘玥娇、解承堯 | | | (以上排名不分先后) | | 时间 2026 | 年 2 月 26 日 | | 地点 | 公司会议室 | | 上市公司接待人员姓 | 董事长 傅青炫 | | 名 | 董事会秘书 金卫勤 | | | 证券事务代表 施翌 | | | 第一部分:公司介绍 | | | 上市公司介绍了基本情况、发展历程、核心业务、发展 | | | 战略等。公司主要产品为电磁屏蔽材料及部分绝缘材料、散 | | | 热材料,产品主要应用于 3C 消费电子行业及新能源汽车行业 ...
宏和科技股价涨6.13%,诺安基金旗下1只基金重仓,持有1.91万股浮盈赚取8.38万元
Xin Lang Cai Jing· 2026-02-24 01:51
数据显示,诺安基金旗下1只基金重仓宏和科技。诺安改革趋势混合(001780)四季度持有股数1.91万 股,占基金净值比例为2.41%,位居第九大重仓股。根据测算,今日浮盈赚取约8.38万元。 诺安改革趋势混合(001780)成立日期2017年8月29日,最新规模2917.23万。今年以来收益6.55%,同 类排名2966/8994;近一年收益21.86%,同类排名4759/8199;成立以来收益101.8%。 诺安改革趋势混合(001780)基金经理为杨琨。 截至发稿,杨琨累计任职时间11年266天,现任基金资产总规模13.02亿元,任职期间最佳基金回报 172.26%, 任职期间最差基金回报-19.36%。 2月24日,宏和科技涨6.13%,截至发稿,报75.99元/股,成交2.18亿元,换手率0.33%,总市值668.50亿 元。 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。 资料显示,宏和电子材料科技股份有限公司位于上海市浦 ...
华正新材(603186.SH):公司的BT封装材料和CBF积层绝缘膜适用于FC-BGA等各类先进封装工艺
Ge Long Hui· 2026-02-12 08:48
Group 1 - The core viewpoint of the article is that Huazheng New Materials (603186.SH) has confirmed that its BT packaging materials and CBF laminated insulation films are suitable for various advanced packaging processes, including FC-BGA [1] Group 2 - The company is actively engaging with investors through an interactive platform to provide insights into its product applications [1] - The mention of advanced packaging processes indicates the company's focus on innovation and adaptation to industry trends [1] - The specific reference to FC-BGA highlights the relevance of the company's products in the semiconductor packaging market [1]
方邦股份股价创新高,技术突破驱动业绩改善
Jing Ji Guan Cha Wang· 2026-02-11 04:29
经济观察网方邦股份股价近期表现活跃,突破60日新高,主要受其高端电子材料技术突破及业务进展推 动。 股票近期走势 近期公司状况 需关注新品验证进度、下游需求波动及行业竞争加剧风险。公司目前仍处于亏损状态(2025年前三季度 归母净利润-2668万元),盈利能力的持续性需观察。 以上内容基于公开资料整理,不构成投资建议。 业务进展情况 公司开发的HVLP铜箔(表面粗糙度Rz≤0.4μm)和热敏型薄膜电阻,精准对标AI算力硬件升级需求,目前 处于客户测试阶段,有望打开新的增长空间。 资金面与技术面 2月11日主力资金净流入375.49万元,而此前多个交易日主力资金呈净流出状态(如2月10日净流出948.27 万元)。股价短期波动受技术突破预期及市场对国产替代主题关注度提升影响。 截至2026年2月11日午盘,公司股价报97.65元,当日上涨7.34%,突破60日新高(区间最高价为98.58 元)。 业绩经营情况 公司核心产品如RTF铜箔、可剥铜等高端电子材料实现技术突破。2025年第三季度,RTF铜箔销量同比 激增1030%,推动单季度营收环比增长14.77%,归母净利润减亏幅度达84.01%,接近盈亏平衡点。同 ...
宏和科技:子公司取得专利证书
Mei Ri Jing Ji Xin Wen· 2026-02-09 09:44
Group 1 - Honghe Technology announced that its subsidiary, Huangshi Honghe Electronic Materials Technology Co., Ltd., has received an "Invention Patent Certificate" from the National Intellectual Property Administration for a patent titled "A Low Thermal Expansion Coefficient Glass Fiber Drawing Leak Plate and Kiln" [1] - The patent is expected to enhance the company's product offerings in the electronic materials sector, potentially leading to increased market competitiveness [1] Group 2 - The article highlights the trend of young executives, particularly those born in the 2000s, taking on significant roles in A-share companies, which poses a challenge to meet investor expectations [1] - The case of a 26-year-old "golden boy" returning from a prestigious U.S. university to become both chairman and general manager is emphasized, reflecting a shift in leadership demographics within the industry [1]
菲利华(300395.SZ):目前研发的超薄石英电子布产品正处于客户端小批量测试及终端客户的认证阶段
Ge Long Hui· 2026-02-09 08:10
Core Viewpoint - The company is currently in the small batch testing and certification phase for its ultra-thin quartz electronic fabric products, indicating progress in product development despite uncertainties in business cooperation and orders due to client product iterations and adaptation testing [1] Group 1 - The ultra-thin quartz electronic fabric products are undergoing client-side small batch testing [1] - The company is in the process of obtaining certification from end customers for its products [1] - Business cooperation and order fulfillment face uncertainties due to factors such as client product iterations and adaptation testing [1]
沃尔核材:预计2025年归母净利润11亿元-11.8亿元,同比增长29.79%-39.22%
Ge Long Hui· 2026-01-28 10:57
Core Viewpoint - The company expects a net profit attributable to shareholders of 1.1 billion to 1.18 billion yuan for the year 2025, representing a year-on-year growth of 29.79% to 39.22% [1] Financial Performance - The net profit excluding non-recurring gains and losses is projected to be between 1.036 billion and 1.1112 billion yuan, also reflecting a year-on-year growth of 29.79% to 39.22% [1] Business Segments - The company experienced increased market demand across its electronic materials, communication cables, power products, and new energy vehicle products, leading to revenue growth in all business segments [1] - The communication cable and new energy vehicle segments showed particularly rapid growth, driven by the quick release of demand in downstream industries such as data communication [1] - The new energy vehicle product segment continues to grow positively due to ongoing support from industrial policies [1] Operational Efficiency - The company has enhanced its profitability through continuous improvements in automation, production efficiency, and product structure optimization [1]
沃尔核材:预计2025年净利润同比增长29.79%—39.22%
Jin Rong Jie· 2026-01-28 10:33
Core Viewpoint - The company expects a net profit of 1.1 billion to 1.18 billion yuan for the year 2025, representing a year-on-year growth of 29.79% to 39.22% [1] Group 1: Business Performance - The market demand for electronic materials, communication cables, power products, and new energy vehicle products has continued to rise during the reporting period [1] - All business segments of the company have achieved varying degrees of revenue growth, with the communication cable and new energy vehicle segments experiencing rapid growth [1] - The communication cable business has benefited from the rapid release of demand in downstream industries such as data communication, leading to significant growth in market demand and revenue [1] Group 2: Growth Drivers - The new energy vehicle product segment continues to maintain a good growth trend, supported by ongoing industrial policy initiatives [1] - The company has enhanced its profitability through continuous improvements in automation levels, production efficiency, and product structure optimization [1] - These combined factors have contributed to the expected year-on-year growth in net profit attributable to shareholders of the listed company [1]