格隆汇1月8日丨温州宏丰(300283.SZ)在互动平台表示，公司生产的电接触材料、金属基功能复合材料 及硬质合金材料均可应用于航空航天领域。 ...

Group 1 - The company focuses on the development of the electrical contact materials industry, with silver as the main raw material [1] - The increase in silver prices is expected to enhance the company's profits due to its business model and the impact of inventory and production cycles [1] - For the first three quarters of 2025, the company's operating revenue reached 3.497 billion yuan, representing a year-on-year growth of 30.03% [1] - The net profit attributable to the parent company was 55.5042 million yuan, showing a year-on-year increase of 33.52% [1]

12月15日晚，福达合金公告称，公司于当日召开董事会，审议通过了《关于终止重大资产重组事项的议案》。公司原计划以支付现金方式购买浙江光达电 子科技有限公司（以下简称"光达电子"或"标的公司"）52.61%股权，但综合考虑目前市场环境及标的公司变化情况，为维护公司和投资者利益，决定终止 本次交易事项。 福达合金在公告中承诺，自本次终止重大资产重组公告披露之日起至少1个月内，不再筹划重大资产重组事项。 公司同日晚披露公告称，将于12月17日（星期三）15:30—16:30召开终止重大资产重组投资者说明会。 图片来源：公司公告 值得注意的是，这是两年多以来福达合金第二次公告终止重大资产重组事项。福达合金曾于2023年11月发布公告，终止收购三门峡铝业100%股权，该次 交易作价为155.6亿元。 重组历程一波三折 值得注意的是，此次交易构成重大资产重组及关联交易，因交易对方之一王中男系公司实际控制人王达武的一致行动人，但交易不会导致公司实际控制人 变更。 回溯福达合金本次重组历程，中国证券报记者注意到，早在今年7月，福达合金便披露了《关于筹划重大资产重组暨签署收购意向协议的提示性公告》。 在重组推进的5个月间，福达 ...

终止重大资产重组。 福达合金(603045.SH)公告称，公司于2025年12月15日召开董事会，审议通过终止重大资产重组事项的议案。公司原计划以支付现金 方式购买浙江光达电子科技有限公司52.61%股权，但综合考虑市场环境及标的公司变化情况，为维护公司和投资者利益，决定终止本 次交易。 福达合金是一家集电接触材料研发、生产、销售、技术咨询与服务于一体的高新技术企业。今年前三季度，公司营业收入为34.97亿 元，同比增长30.03%；归母净利润为5550.42万元，同比增长33.52%。 截至12月15日收盘，福达合金报19.41元/股，与10月末的高位相比跌幅超14%，公司最新市值为26亿元。 福达合金(603045) < W 闭市 12-15 15:00:03 融 19.41 额 3459万 股本 1.35亿 市盈™ 44.1 力得 盘口 换 1.32% 市值 26亿 市净" 2.58 0.10% 0.02 分时 五日 日K 月K 曲家 (0) 叠加 设均线 MA5:19.52↓ 10:19.73↓ 20:20.00↓ 前复权 24.31 ← 23.85 1.38 18.90 18.44 2025-09- ...

终止重大资产重组。 福达合金（603045）(603045.SH)公告称，公司于2025年12月15日召开董事会，审议通过终止重大资产重组事项的议案。 公司原计划以支付现金方式购买浙江光达电子科技有限公司52.61%股权，但综合考虑市场环境及标的公司变化情况，为 维护公司和投资者利益，决定终止本次交易。 | 项目 | 交易对方 | | --- | --- | | | 温州创达投资合伙企业(有限合伙)、王中男、温州浩华投资合伙企业 | | | (有限合伙)、温州箴义企业管理合伙企业(有限合伙)、温州光和自有 | | | 资金投资合伙企业(有限合伙)、温州箴智企业管理合伙企业(有限合 | | | 伙)、温州箴和自有资金投资合伙企业(有限合伙)、温州箴信自有资金 | | 重大资产购买暨关 | 投资合伙企业(有限合伙)、一道新能源科技股份有限公司、深圳中科 | | 联交易 | | | | 成长股权投资基金合伙企业(有限合伙)、宁波梅山保税港区云康捷义 | | | 投资管理合伙企业(有限合伙)、嘉兴璟冠股权投资合伙企业(有限合 | | | 伙)、嘉兴弘佑创业投资合伙企业(有限合伙)、南京厚毅美达创业投资 | | | 合 ...

终止重大资产重组。 福达合金(603045.SH)公告称，公司于2025年12月15日召开董事会，审议通过终止重大资产重组事项的 议案。公司原计划以支付现金方式购买浙江光达电子科技有限公司52.61%股权，但综合考虑市场环境及 标的公司变化情况，为维护公司和投资者利益，决定终止本次交易。 | 项目 | 交易对方 | | --- | --- | | | 温州创达投资合伙企业(有限合伙)、王中男、温州浩华投资合伙企业 | | | (有限合伙)、温州箴义企业管理合伙企业(有限合伙)、温州光和自有 | | | 资金投资合伙企业(有限合伙)、温州箴智企业管理合伙企业(有限合 | | | 伙)、温州箴和自有资金投资合伙企业(有限合伙)、温州箴信自有资金 | | 重大资产购买暨关 | 投资合伙企业(有限合伙)、一道新能源科技股份有限公司、深圳中科 | | 联交易 | 成长股权投资基金合伙企业(有限合伙)、宁波梅山保税港区云康捷义 | | | 投资管理合伙企业(有限合伙)、嘉兴璟冠股权投资合伙企业(有限合 | | | 伙)、嘉兴弘佑创业投资合伙企业(有限合伙)、南京厚毅美达创业投资 | | | 合伙企业(有限合伙)、杭州礼瀚 ...

格隆汇12月11日丨温州宏丰(300283.SZ)在投资者互动平台表示，公司生产的电接触材料、金属基功能 复合材料及硬质合金材料均可应用于航空航天领域。 ...

Core Insights - The A-share market is experiencing a dual growth trend with emerging industries and traditional sectors both showing positive performance amid favorable macro policies and challenges such as weak global economic growth and insufficient domestic demand [1][2][5] Emerging Industries - New generation information technology, new energy, and new materials are leading the A-share market, with companies in these sectors showing strong performance [2] - In the first three quarters, 588 companies on the Sci-Tech Innovation Board achieved a total revenue of 1.01 trillion yuan, a year-on-year increase of 6.6% [2] - Key technological breakthroughs are driving the performance of technology companies, with significant advancements in biomedicine, high-end equipment, and communication sectors [2][3] Traditional Industries - Traditional industries are also innovating and improving efficiency, with companies like Midea Group and BYD showing growth in smart home and electric vehicle sales, respectively [5][6] - The steel and cement industries are optimizing supply-demand balances, with companies like Nanjing Steel and Anhui Conch Cement reporting significant profit increases due to improved pricing and cost management [7] R&D Investment - Increased R&D investment is providing strong internal momentum for technology companies, with the R&D intensity for the ChiNext, Sci-Tech Innovation Board, and Beijing Stock Exchange reaching 4.54%, 11.22%, and 4.42% respectively [4] - Companies like Zhongrun Optical are focusing R&D efforts on new product innovation, leading to substantial growth in core technology competitiveness [4] Investor Return Awareness - Companies are enhancing their awareness of investor returns, with an increase in cash dividend announcements and share buybacks, reflecting a commitment to shareholder value [8][9] - As of October 31, 2023, 1,033 companies announced cash dividend plans totaling 734.9 billion yuan, with 89 companies planning dividends exceeding 1 billion yuan [8] Future Outlook - Despite external uncertainties, many companies maintain an optimistic outlook for future growth, supported by proactive strategies and scientific planning [10]

Core Viewpoint - The company held a Q3 2025 earnings presentation to discuss its performance and future strategies, addressing investor concerns and highlighting growth in key business areas [2][3]. Group 1: Earnings Performance - The company reported a 30.03% year-on-year increase in revenue for the first three quarters of 2025, with net profit also growing over 30% [3][4]. - Basic earnings per share increased by 33.53% year-on-year [5]. Group 2: Business Development - The data center-related business has shown significant growth, with a high gross margin compared to the overall company margin, indicating a focus on this area for future expansion [3][4]. - The automotive sector, including new energy vehicles, has also performed well, with sales reaching a million-level scale and a gross margin above the company average [5]. - The company has made breakthroughs in the energy storage sector, supplying leading manufacturers indirectly, which positions it to benefit from industry growth [5]. Group 3: Strategic Initiatives - The company is in the process of acquiring Guangda Electronics through a cash purchase, which simplifies the transaction process and enhances efficiency [4]. - R&D investment increased by 17.69% year-on-year, focusing on electric contact materials and photovoltaic silver paste technologies, with several patents granted during the period [5]. Group 4: Financial Management - Cash reserves grew by 304% compared to the previous year, providing a buffer for future operational and investment needs [5].

Core Viewpoint - Fuda Alloy is a leading global enterprise in electrical contact materials, focusing on research, production, and sales, with the highest shipment volume of silver processing materials globally [1] Group 1: Business Performance - In Q3 2025, Fuda Alloy achieved a revenue of 3.497 billion yuan, ranking 5th among 18 companies in the industry [2] - The company's net profit for the same period was 54.41 million yuan, placing it 10th in the industry [2] - The revenue breakdown includes: contact materials 1.263 billion yuan (56.37%), layered contacts 499 million yuan (22.28%), contact components 328 million yuan (14.65%), and other businesses 143 million yuan (6.39%) [2] Group 2: Financial Ratios - As of Q3 2025, Fuda Alloy's debt-to-asset ratio was 64.71%, higher than the industry average of 43.99% [3] - The gross profit margin for the same period was 8.20%, below the industry average of 15.62% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 6.77% to 13,800 [5] - The average number of circulating A-shares held per shareholder increased by 7.27% to 9,782.97 [5] Group 4: Future Outlook - Fuda Alloy plans to acquire Guoda Electronics to enter the photovoltaic silver paste market, aiming to expand its growth [5] - The company expects stable growth in its electrical contact business, with data center-related revenue reaching 70 million yuan in the first half of 2025, a year-on-year increase of 507% [5] - Forecasted net profits for 2025-2027 are 65 million, 113 million, and 139 million yuan, representing year-on-year growth of 42%, 75%, and 23% respectively [5]