证券代码：688727 证券简称：恒坤新材 公告编号：2026-003 厦门恒坤新材料科技股份有限公司2025年度业绩快报公告 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的 真实性、准确性和完整性依法承担法律责任。 本公告所载2025年度主要财务数据为初步核算数据，未经会计师事务所审计，具体数据以厦门恒坤新材 料科技股份有限公司（以下简称"公司"）2025年年度报告为准，提请投资者注意投资风险。 一、2025年度主要财务数据和指标 单位：人民币万元 ■ 注：1、本报告期初数同法定披露的上年年末数。 2、以上财务数据及指标均以合并财务报表数据填列，未经审计，最终结果以公司2025年年度报告为 准。 3、表格中的数据尾差为四舍五入所致。 二、经营业绩和财务状况情况说明 （一）报告期的经营情况、财务状况及影响经营业绩的主要因素 2025年度，公司实现营业总收入65,928.85万元，较上年同期增长20.32%；营业利润9,482.09万元，较上 年同期下降14.62%；归属于母公司所有者的净利润10,263.16万元，较上年同期增长5.89%；归属于母公 司所有者的扣除 ...

人工智能等新一代信息技术产业快速发展，带动先进芯片产品市场需求提升，公司下游晶圆厂客户产能 稳步释放，对公司光刻材料、前驱体材料等核心产品的采购需求增加，共同推动公司主营业务收入实现 同比增长 格隆汇2月27日丨恒坤新材(688727.SH)公布2025年度业绩快报，2025年度，公司实现营业总收入 65,928.85万元，较上年同期增长20.32%；营业利润9,482.09万元，较上年同期下降14.62%；归属于母公 司所有者的净利润10,263.16万元，较上年同期增长5.89%；归属于母公司所有者的扣除非经常性损益的 净利润8,410.88万元，较上年同期下降10.81%。 ...

2月10日，恒坤新材跌1.01%，成交额2.63亿元。两融数据显示，当日恒坤新材获融资买入额3720.71万 元，融资偿还4079.99万元，融资净买入-359.29万元。截至2月10日，恒坤新材融资融券余额合计2.87亿 元。 融资方面，恒坤新材当日融资买入3720.71万元。当前融资余额2.87亿元，占流通市值的10.21%。 融券方面，恒坤新材2月10日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元。 资料显示，厦门恒坤新材料科技股份有限公司位于福建省厦门市海沧区海沧大道567号厦门中心E座， 成立日期2004年12月10日，上市日期2025年11月18日，公司主营业务涉及光刻材料和前驱体材料的研 发、生产和销售。主营业务收入构成为：自产光刻材料74.50%，自产前驱体材料10.36%，引进前驱体 材料3.62%，引进其他3.47%，引进光刻材料3.33%，引进特气2.61%，其他(补充)2.10%。 截至11月18日，恒坤新材股东户数3.77万，较上期增加94110.00%；人均流通股1333股，较上期减少 99.85%。2025 ...

Group 1 - The core viewpoint of the news is that Hengkun New Materials has shown significant trading activity and financial performance, with a notable increase in stock price and financing activities [1][2]. - On February 9, Hengkun New Materials' stock price increased by 4.00%, with a trading volume of 295 million yuan. The net financing purchase on that day was 25.71 million yuan, contributing to a total financing and margin balance of 290 million yuan [1]. - The company specializes in the research, production, and sales of photolithography materials and precursor materials, with a revenue composition of 74.50% from self-produced photolithography materials and 10.36% from self-produced precursor materials [1]. Group 2 - As of November 18, the number of shareholders for Hengkun New Materials reached 37,700, marking a significant increase of 94,110.00%. However, the average circulating shares per person decreased by 99.85% [2]. - For the period from January to September 2025, Hengkun New Materials reported a revenue of 486 million yuan, reflecting a year-on-year growth of 24.11%. The net profit attributable to the parent company was 73.91 million yuan, with a year-on-year increase of 5.50% [2].

Group 1 - The core viewpoint of the news is that Hengkun New Materials has shown positive financial performance and trading activity, with a notable increase in revenue and net profit year-on-year [2] - On February 6, Hengkun New Materials' stock price increased by 0.74%, with a trading volume of 232 million yuan, and a net financing purchase of 3.01 million yuan [1] - As of February 6, the total balance of margin trading for Hengkun New Materials was 265 million yuan, accounting for 9.70% of its market capitalization [1] Group 2 - As of November 18, the number of shareholders for Hengkun New Materials reached 37,700, representing a significant increase of 94,110% compared to the previous period [2] - For the period from January to September 2025, Hengkun New Materials achieved an operating income of 486 million yuan, reflecting a year-on-year growth of 24.11% [2] - The net profit attributable to the parent company for the same period was 73.91 million yuan, which is a year-on-year increase of 5.50% [2] Group 3 - Hengkun New Materials specializes in the research, development, production, and sales of photolithography materials and precursor materials, with a significant portion of its revenue coming from self-produced photolithography materials [1] - The company's revenue composition includes 74.50% from self-produced photolithography materials, 10.36% from self-produced precursor materials, and various percentages from introduced materials [1]

Group 1 - The core viewpoint of the news is that 恒坤新材 (Hengkun New Materials) has shown significant stock performance with a year-to-date increase of 21.85%, despite a recent decline of 6.20% over the last five trading days [1] - As of January 14, the stock price reached 58.21 yuan per share, with a total market capitalization of 26.155 billion yuan [1] - The company has seen a net inflow of main funds amounting to 4.6 million yuan, with large orders contributing significantly to the trading volume [1] Group 2 - 恒坤新材 is located in Xiamen, Fujian Province, and was established on December 10, 2004, with its main business involving the research, production, and sales of photoresist materials and precursor materials [2] - The revenue composition of the company includes 74.50% from self-produced photoresist materials, 10.36% from self-produced precursor materials, and various other sources [2] - For the period from January to September 2025, the company achieved a revenue of 486 million yuan, reflecting a year-on-year growth of 24.11%, and a net profit attributable to shareholders of 73.91 million yuan, with a growth of 5.50% [2]

Core Viewpoint - Hengkun New Materials emphasizes that its photolithography materials are highly customized products tailored to meet specific customer requirements [1] Group 1: Product Offerings - The company currently offers over 100 types of photolithography materials, which include products under research, those that have passed validation, and those that are in mass production [1]

Group 1 - The core viewpoint of the article is that Hengkun New Materials is expanding its production capacity for photolithography materials due to increasing customer demand [1] - The company has two photolithography material factories: the Zhangzhou factory and the Hefei factory [1] - Currently, production capacity is concentrated in the Zhangzhou factory, which is unable to meet future customer needs [1] Group 2 - The Hefei factory covers an area of 100 acres and has completed part of its planned construction [1] - The Hefei factory will gradually release production capacity to address the demand [1]

Core Viewpoint - Hengkun New Materials has undergone significant strategic transformations over the years, evolving from traditional business operations to a focus on self-developed products and partnerships in the semiconductor materials sector [1] Group 1: Company Development Phases - Initial Phase (2004-2014): The company operated traditional businesses and faced market competition, prompting a strategic transformation [1] - Transition Phase (2015-2019): The initial success of the strategic transformation was evident, with the introduction of photoresist materials and precursor materials in 2017, which were validated by customers and led to increased sales [1] - Breakthrough Phase (2020-Present): The company achieved comprehensive breakthroughs in self-developed products, with the launch of the Zhangzhou photoresist materials factory in 2020 and the Dalian precursor materials factory in 2021. The Hefei factory is also nearing partial production readiness [1] Group 2: Future Plans and Production Capacity - By 2023, the company has undertaken multiple national special projects, with some completed and others ongoing [1] - By 2025 and beyond, the company aims to implement fundraising projects to achieve an annual production capacity of 500 tons for KrF/ArF photoresists and other photoresist materials [1] - The company plans to adopt a model of "independent research and development + collaborative research and development + technology introduction" to promote the localization of upstream raw materials [1]

Core Viewpoint - Hengkun New Materials plans to terminate certain collaborations for imported photolithography materials starting in 2025 to focus on its domestic production strategy, aiming to quickly expand market share through self-developed products, which will offset the significant decline in revenue from the import business [1] Group 1 - The company is shifting its strategy towards domestic production to enhance its market position [1] - The termination of certain import collaborations is a strategic move to concentrate resources on self-research and development [1] - The company anticipates that the rapid advancement of self-developed products will mitigate the impact of declining import business on its overall performance [1]