证券代码:603267 证券简称：鸿远电子 公告编号：临2026-004 北京元六鸿远电子科技股份有限公司 2025年度业绩预增公告 本公司董事会及全体董事保证本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、准确性和完整性承担法律责任。 重要内容提示： ● 本期业绩预告适用于实现盈利，且净利润与上年同期相比上升50%以上的情形。 ● 北京元六鸿远电子科技股份有限公司（以下简称"公司"）预计2025年度实现归属于母公司所有者的净 利润21,800.00万元到26,100.00万元，与上年同期相比，将增加6,425.70万元到10,725.70万元，同比增加 41.80%到69.76%。 ● 公司预计2025年度实现归属于母公司所有者的扣除非经常性损益的净利润16,700.00万元到23,100.00万 元，与上年同期相比，将增加6,466.72万元到12,866.72万元，同比增加63.19%到125.73%。 ● 公司持有成都宏明电子股份有限公司（以下简称"宏明电子"）133.20万股股份，宏明电子尚未完成首 次公开发行。经公司预估，该部分股份期内公允价值变动收益约1,000.00 ...

格隆汇1月28日丨鸿远电子(603267.SH)公布，公司预计2025年度实现归属于母公司所有者的净利润 21,800.00万元到26,100.00万元，同比增加41.80%到69.76%。公司预计2025年度实现归属于母公司所有 者的扣除非经常性损益的净利润16,700.00万元到23,100.00万元，同比增加63.19%到125.73%。 公司高可靠瓷介电容器产量提升带动生产规模效应显现，叠加柔性生产线改造优化交付效率，产品单位 固定成本得以摊薄。虽面临下游客户价格压力，公司凭借规模效应、运营效率改善及成本管控举措，推 动核心产品毛利水平企稳回升。公司在滤波器、微控制器及配套集成电路、陶瓷管壳等产品布局上成效 显著，相关业务销售订单与销售收入均实现快速增长，推动公司整体经营业绩稳步向好。 2025年是我国"十四五"规划收官之年，公司高可靠领域客户业务推进节奏显著提速，有效拉动高可靠电 子元器件行业景气度明显回暖。在此背景下，公司核心产品高可靠瓷介电容器市场需求呈现强劲复苏态 势，直接驱动公司销售订单与销售收入实现快速增长。 ...

南财智讯1月28日电，鸿远电子公告，预计2025年全年归属于上市公司股东的净利润为21800.00万元— 26100.00万元，同比预增41.80%—69.76%；预计2025年全年归属于上市公司股东的扣除非经常性损益的 净利润为16700.00万元—23100.00万元，同比预增63.19%—125.73%；主要变动原因为：（一）2025年 是我国"十四五"规划收官之年，公司高可靠领域客户业务推进节奏显著提速，有效拉动高可靠电子元器 件行业景气度明显回暖。在此背景下，公司核心产品高可靠瓷介电容器市场需求呈现强劲复苏态势，直 接驱动公司销售订单与销售收入实现快速增长。（二）公司高可靠瓷介电容器产量提升带动生产规模效 应显现，叠加柔性生产线改造优化交付效率，产品单位固定成本得以摊薄。虽面临下游客户价格压力， 公司凭借规模效应、运营效率改善及成本管控举措，推动核心产品毛利水平企稳回升。（三）公司在滤 波器、微控制器及配套集成电路、陶瓷管壳等产品布局上成效显著，相关业务销售订单与销售收入均实 现快速增长，推动公司整体经营业绩稳步向好。（四）公司自产业务收入占比提升，带动综合毛利率水 平有较大改善，产品结构的优化进一 ...

证券日报网讯1月8日，鸿远电子（603267）在互动平台回答投资者提问时表示，公司自产业务产品主要 包括瓷介电容器、滤波器、微控制器及配套集成电路、微波模块、微纳系统集成陶瓷管壳等，广泛应用 于航天、航空、电子信息、兵器、船舶等高可靠领域，并已成功参与多个商业航天项目配套。上市公司 股价受宏观经济形势、行业发展趋势、市场情绪等多重因素影响，敬请投资者注意投资风险。公司会一 如既往做好生产经营，持续聚焦主业，努力提升业绩。 ...

Core Viewpoint - Hongyuan Electronics indicated that the sales revenue from new businesses such as filters, microcontrollers, and integrated circuits will primarily come from high-reliability sector clients in the first half of 2025 [2] Group 1 - The transition of new businesses from initial cultivation to maturity is a gradual process that requires a certain nurturing period [2] - The company plans to adjust its operational strategies based on actual conditions and will disclose relevant development status to the market in accordance with information disclosure requirements [2]

Core Viewpoint - The company, Hongyuan Electronics, is focusing on developing new business areas such as filters, microcontrollers, and integrated circuits, with expected sales revenue primarily coming from high-reliability sector clients by the first half of 2025 [1] Group 1 - The transition of new businesses from initial cultivation to maturity is a gradual process that requires a certain nurturing period [1] - The company plans to adjust its operational strategies based on actual conditions and will disclose relevant development statuses to the market in accordance with information disclosure requirements [1]

Core Viewpoint - The company has developed a "Quality Improvement and Efficiency Enhancement" action plan for 2025, focusing on enhancing operational quality and shareholder returns in response to national policies and market demands [1][2]. Group 1: Business Focus and Development - The company specializes in electronic components, particularly multilayer ceramic capacitors, and aims to strengthen its core business while optimizing its resource allocation across four research and production bases in Beijing, Suzhou, Chengdu, and Hefei [2][3]. - The company is committed to high-quality development by enhancing operational efficiency and profitability through smart manufacturing and process optimization [2][3]. Group 2: Technological Innovation - The company prioritizes research and development (R&D), having achieved a 44% increase in authorized intellectual property rights, totaling 328 by the end of 2024 [2][3]. - The company has invested approximately 31.87 million in R&D from 2022 to 2024, representing 10.5% of its self-operated business revenue, focusing on core technology and innovation [2][3]. Group 3: Governance and Compliance - The company adheres to legal regulations and continuously optimizes its governance structure to ensure operational efficiency and compliance with market regulations [4][5]. - The company has established an ESG management framework to integrate sustainability into its corporate strategy, having published ESG reports for two consecutive years [5][6]. Group 4: Shareholder Returns - The company emphasizes shareholder returns, having distributed a total of 466 million in cash dividends since its listing in 2019, and has repurchased 1,235,708 shares using 112.04 million in funds [6][7]. - The company aims to balance sustainable development with stable shareholder returns, ensuring predictable and timely dividends [6][7]. Group 5: Investor Communication - The company prioritizes high-quality information disclosure and actively engages with investors through various channels to enhance transparency and trust [7][8]. - The company is committed to improving the effectiveness of its announcements and investor communications to better convey its value and operational strategies [7][8].

Core Viewpoint - The company reported a decline in revenue and net profit for 2024, primarily due to weakened downstream demand and price reductions for its core product, MLCC [2][6]. Financial Performance - In Q1 2025, the company achieved revenue of 466 million yuan, an increase of 8.67%, while net profit was 60 million yuan, down 16.89% [1][2]. - For the year 2024, the company reported revenue of 1.492 billion yuan, a decrease of 10.98%, and net profit of 154 million yuan, down 43.55% [1][2]. - The gross margin for Q1 2025 was 41.86%, up 0.30 percentage points, while the net margin was 12.91%, down 3.97 percentage points [1][2]. Business Segments - The company operates in two main segments: primary production and agency business, focusing on high-reliability electronic components such as MLCCs, filters, microcontrollers, and integrated circuits [1][2]. - The agency business primarily represents well-known international and domestic electronic component manufacturers, targeting markets like renewable energy and automotive electronics [1]. Market Dynamics - The demand for MLCCs is expected to grow due to their extensive applications in military equipment, with the market for MLCCs accounting for over 90% of the ceramic capacitor market [5]. - The company is positioned to benefit from the "compensatory" deployment of military equipment, which is anticipated to lead to a recovery in demand [6]. Cost and Expense Management - The company's operating expenses increased, with the three expense ratios rising to 14.38%, driven by new business expansion and adjustments in performance bonuses for sales personnel [3]. - The gross margin declined in 2024 to 34.29%, down 6.23 percentage points, influenced by price reductions in MLCCs and a higher proportion of lower-margin products [2][3]. Inventory and Cash Flow - The company's inventory decreased to 797 million yuan, a reduction of 1.91% from 2023, with a significant drop in agency business inventory by 28.79% [4]. - Cash flow from investment activities showed a net outflow of 485 million yuan, a decline of 147.95%, primarily due to increased bank deposits [4]. Future Outlook - The company is expected to see revenue growth from 2025 to 2027, with projected revenues of 2.012 billion yuan, 2.519 billion yuan, and 3.090 billion yuan, respectively [6]. - Net profit forecasts for the same period are 281 million yuan, 407 million yuan, and 533 million yuan, with corresponding EPS estimates of 1.22 yuan, 1.76 yuan, and 2.31 yuan [6].