（企业公告） 对于业绩变动的原因，公告说明，2025年，风电叶片用环氧树脂产品销售实现大幅增长，带动利润同步 增长。其中，受益于风电行业景气度上升，风电叶片用环氧树脂产品需求旺盛，同时，公司积极拓展海 外市场，发展海外客户，公司风电叶片用环氧树脂销量较2024年实现明显增长；同时公司新型复合材料 用环氧树脂产品和电子电气绝缘封装用环氧树脂产品的收入相比去年同期都有所提升，从而导致业绩增 长。 1月29日，惠柏新材发布业绩预告，预计2025年度归属于上市公司股东的净利润为6200万元至7500万 元，同比增长672.68%至834.70%。 ...

南财智讯1月29日电，惠柏新材发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 6200万元—7500万元，同比预增672.68%—834.70%；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5766万元—7066万元。1、2025年，风电叶片用环氧树脂产品销售实现大幅增长， 带动利润同步增长。其中，受益于风电行业景气度上升，风电叶片用环氧树脂产品需求旺盛，同时，公 司积极拓展海外市场，发展海外客户，公司风电叶片用环氧树脂销量较2024年实现明显增长；同时公司 新型复合材料用环氧树脂产品和电子电气绝缘封装用环氧树脂产品的收入相比去年同期都有所提升，从 而导致业绩增长；2、报告期内，公司预计归属于上市公司股东的非经常性损益主要来源于收到的政府 补助及投资收益等。 ...

格隆汇1月29日｜惠柏新材(301555.SZ)公告称，预计2025年归属于上市公司股东的净利润为6,200万 元-7,500万元，比上年同期增长672.68%-834.70%。业绩变动主要系风电叶片用环氧树脂产品销量大幅 增长，其中，受益于风电行业景气度上升，风电叶片用环氧树脂产品需求旺盛，同时，公司积极拓展海 外市场，发展海外客户，公司风电叶片用环氧树脂销量较2024年实现明显增长；同时公司新型复合材料 用环氧树脂产品和电子电气绝缘封装用环氧树脂产品的收入相比去年同期都有所提升。 ...

Group 1 - The core viewpoint of the news is that Huibo New Materials has shown a positive stock performance since its recent listing, with a current share price of 33.88 yuan and a market capitalization of 3.126 billion yuan [1] - Huibo New Materials specializes in the research, production, and sales of specialty modified epoxy resin products, with a significant revenue contribution from wind power blade epoxy resins at 81.88% [1] - The company was established on December 15, 2010, and was listed on October 31, 2023, indicating a relatively recent entry into the public market [1] Group 2 - The Fuyong Fund has a significant holding in Huibo New Materials, with the Fuyong Fukan Mixed A Fund increasing its stake by 7,000 shares, bringing its total to 11,700 shares, which represents 2.32% of the fund's net value [2] - The Fuyong Fukan Mixed A Fund has achieved a year-to-date return of 49.08%, ranking 1279 out of 8085 in its category [2] - The fund manager, Jiang Fan, has a tenure of 1 year and 194 days, with the best fund return during this period being 49.86% [3]

Core Viewpoint - The company, Huibei New Materials (301555.SZ), focuses on the research, production, and sales of specialty formulated modified epoxy resin products, targeting various applications including wind turbine blades and new composite materials [2] Group 1: Business Overview - The main business of the company includes the development, production, and sales of specialty formulated modified epoxy resin series products [2] - Key product categories include epoxy resins for wind turbine blades, new composite materials, and electrical insulation packaging [2] - The company is actively promoting the application of its new composite material epoxy resin products in downstream markets, particularly those that can be combined with carbon fiber [2]

Group 1 - The core viewpoint of the article is that Huibo New Materials is actively promoting its new epoxy resin products for aerospace applications and is expanding its production capacity through a new project in Zhuhai [1] Group 2 - Huibo New Materials' new production project in Zhuhai will have a total capacity of 82,000 tons, with the first phase expected to begin trial production in Q1 2026 [1] - The annual output of the project will include 60,200 tons, comprising 30,000 tons of wind blade materials, 10,000 tons of high-performance composite materials, 11,000 tons of electronic-grade epoxy resin and slurry, 5,950 tons of high-purity epoxy resin, and 3,250 tons of high-end LED packaging materials [1]

Core Viewpoint - The company is actively promoting its new epoxy resin products for aerospace applications and is expanding its production capacity through a new project [1] Group 1: Product Development - The company's new epoxy resin products for composite materials can be utilized in aerospace and other fields [1] - The project implemented by the subsidiary Zhuhai Huibo involves the construction of an additional 82,000 tons of new electronic specialty materials production capacity [1] Group 2: Production Capacity - The project is divided into two phases, with the first phase expected to begin trial production in the first quarter of 2026 [1] - Upon completion, the project will have an annual production capacity of 60,200 tons, including 30,000 tons of wind blade materials, 10,000 tons of high-performance composite materials, 11,000 tons of electronic-grade epoxy resin and slurry, 5,950 tons of high-purity epoxy resin, and 3,250 tons of high-end LED packaging materials [1]

（文章来源：每日经济新闻） 惠柏新材（301555.SZ）12月26日在投资者互动平台表示，公司新型复合材料用环氧树脂的相关产品可 以用于航空航天等领域，且公司目前正在积极推广在上述领域的应用。公司会时刻关注产业链的发展趋 势与潜在机遇，通过及时掌握客户和下游应用市场的动态及需求，不断开发新产品、新技术，同时加强 与上下游合作伙伴的紧密合作来把握产业机会并推动公司的发展。敬请投资者关注投资风险。 每经AI快讯，有投资者在投资者互动平台提问：惠柏XTG-220预浸料专用高温韧性环氧树脂，可应用于 航天航空高耐温的承力结构，如火箭的整流罩、舱段、梁肋和汽车轮毂等。目前，该型号产品有没有小 规模适配上述应用场景？ ...

人民财讯12月26日电，惠柏新材（301555）12月26日在互动平台表示，公司新型复合材料用环氧树脂的 相关产品可以用于航空航天等领域，且公司目前正在积极推广在上述领域的应用。公司会时刻关注产业 链的发展趋势与潜在机遇，通过及时掌握客户和下游应用市场的动态及需求，不断开发新产品、新技 术，同时加强与上下游合作伙伴的紧密合作来把握产业机会并推动公司的发展。 ...

每经AI快讯，有投资者在投资者互动平台提问：据悉，WA-780预浸料专用OOA 中温固化环氧树脂WA- 780 是惠柏新材（WAM）的预浸料专用中温固化增韧环氧树脂体系，其可在130℃左右固化，在具有韧 性的同时具有良好的树脂流动性，适合于非热压罐成型（OOA），可以应用于航空航天领域飞行器的 非承力、次承力及部分主承力构件制造，同时是复合材料模具预浸料的首选材料。请问，公司有没有开 展上述应用场景的小批量适配送样工作呢？ （记者 王瀚黎） 惠柏新材（301555.SZ）12月26日在投资者互动平台表示，公司新型复合材料用环氧树脂的相关产品可 以用于航空航天等领域，且公司目前正在积极推广在上述领域的应用。公司会时刻关注产业链的发展趋 势与潜在机遇，通过及时掌握客户和下游应用市场的动态及需求，不断开发新产品、新技术，同时加强 与上下游合作伙伴的紧密合作来把握产业机会并推动公司的发展。敬请投资者关注投资风险。 ...