8月21日晚间，温州宏丰（300283）发布2025年半年度报告，报告期内，公司实现营业收入16.87亿元， 同比增长28.53%，受新项目铜箔处于业绩爬坡阶段尚未盈利影响，公司上半年净利润同比减少，出现 约381.3万元的小幅亏损。从单季度来看，公司整体营收连续4个季度实现两位数的同比增长，到2025年 第二季度扣非前后的净利润均为正，结束此前连续3个季度的亏损，展现出明显的复苏增长趋势。 三大业务板块均实现快速增长 温州宏丰始终深耕电接触及功能复合材料产业，产品延伸至热敏材料、硬质合金材料、高性能锂电铜箔 材料及半导体蚀刻引线框架材料等高端领域，实现了产品结构的优化升级，并通过核心竞争力的持续提 升，增强公司的市场竞争力，为公司的高质量可持续发展奠定了坚实基础。 半年报显示，温州宏丰将2025年上半年收入划分为三大板块，其中电接触及功能复合材料板块实现主营 业务收入12.57亿元，硬质合金板块实现主营业务收入1.71亿元，铜箔板块实现主营业务收入8275.94万 元，分别同比增长17.71%、26.18%、76.25%，均显示出良好增长势头。 电接触及功能复合材料板块第二季度呈现显著增长态势。温州宏丰在半 ...

| | 本报告期 | 上年同期 | 本报告期比上年同期增减 | | --- | --- | --- | --- | | 营业收入(元) | 1,687,260,685.99 | 1, 312, 768, 104. 39 | 28.53% | | 归属于上市公司股东的净利润 (元) | -3,812,961.17 | -2,629,390.50 | -45.01% | | 归属于上市公司股东的扣除非 经常性损益的净利润(元) | -13, 039, 759. 54 | -9.196.983.72 | -41.78% | | 经营活动产生的现金流量净额 (元) | -51, 040, 199. 97 | -45,371,597.09 | -12. 49% | | 基本每股收益(元/股) | -0. 01 | -0. 01 | 0. 00% | | 稀释每股收益(元/股) | -0. 01 | -0. 01 | 0. 00% | | 加权平均净资产收益率 | -0.45% | -0. 28% | -0. 17% | | | 本报告期末 | 上年度末 | 本报告期末比上年度末增减 | | 总资产(元) | 3, 46 ...

8月21日，温州宏丰（300283）发布2025年半年报显示，报告期内，公司实现营业收入168,726.07万元， 比上年同期增长28.53%，其中实现主营业务收入150,989.74万元，比上年同期增长20.83%，归属于上市 公司股东的净利润-381.30万元，比上年同期下降45.01%；总资产为346,506.90万元，比上年末增长 8.77%。虽然受新项目铜箔板块尚处于产能爬坡阶段，尚未实现盈利影响了公司净利润表现。然而， 2025年第二季度，公司多项经营数据呈现显著改善趋势，展现出强劲的环比增长动能。 报告期内，公司2025年第二季度电接触及功能复合材料板块实现主营业务收入69,262.66万元，实现归母 净利润2,371.04万元，环比第一季度分别增长22.81%、355.37%；硬质合金板块实现主营业务收入 10,963.96万元，实现归母净利润161.56万元，环比第一季度分别增长80.09%、129.87%；铜箔板块实现 主营业务收入4,545.45万元，实现归母净利润-1,182.82万元，环比第一季度分别增长21.85%、7.26%。 五大产业协同发展，核心板块持续领跑 近年来，温州宏丰 ...

Core Viewpoint - Wenzhou Hongfeng has established a wholly-owned subsidiary, Wenzhou Hongfeng New Materials Research Institute, with an investment of 10 million RMB to enhance its R&D capabilities and create a comprehensive innovation ecosystem in the new materials sector [1][2]. Group 1: Establishment of New Materials Research Institute - The core objective of the new materials research institute is to concentrate efforts on overcoming key technologies and enhancing independent innovation capabilities in the new materials field [2]. - The research institute aims to build a "R&D - pilot test - industrialization" full-chain transformation system, facilitating the transition from a single material supplier to a diversified material solutions provider [2]. - The institute will leverage Wenzhou Hongfeng's technological advantages in new materials and promote efficient sharing of talent and R&D equipment [2]. Group 2: Focus Areas and Technological Advancements - The research institute will focus on high-performance ultra-thin lithium battery copper foil, solid-state battery copper foil, high-end copper foil for PCBs, semiconductor etching lead frame materials, electrical contact and functional composite materials, and high-precision hard alloys [2]. - The company aims to achieve breakthroughs in critical common technologies and "bottleneck" areas through systematic theoretical research and cutting-edge technology development [2]. Group 3: Market Position and Strategic Partnerships - Wenzhou Hongfeng has become one of the largest providers of electrical contact functional composite materials and comprehensive solutions in China, with some product technical indicators reaching international advanced levels [3]. - The company has successfully entered the supply chains of international giants such as Eaton, Schneider Electric, and Siemens, highlighting its market competitiveness [3]. - The recent inclusion of Wenzhou Hongfeng's customers in NVIDIA's updated partner list for the 800V DC power architecture underscores the company's strong market position in related fields [3]. Group 4: Industry Trends and Opportunities - The national push for the rapid development of strategic emerging industries such as new energy, 5G communication, data centers, and computing centers is creating significant opportunities for composite materials [4]. - The establishment of the new materials research institute will help the company better meet market demands and strengthen collaborations with ecosystem clients like NVIDIA [4].