| 证券代码：603306 | 证券简称：华懋科技 | 公告编号：2025-116 | | --- | --- | --- | | 债券代码：113677 | 债券简称：华懋转债 | | 华懋（厦门）新材料科技股份有限公司 关于董事、高级管理人员及其一致行动人提前终止减 持计划暨承诺未来 12 个月内不减持公司股份的公告 本公司董事会、全体董事及相关股东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： 董事、高级管理人员及其一致行动人持股的基本情况 本次减持计划实施前，华懋（厦门）新材料科技股份有限公司（以下简称"公 司"）董事兼总经理张初全先生直接持有公司股份 13,934,900 股，占公司总股本 的 4.23%。懋盛（厦门）企业管理咨询有限责任公司（以下简称"懋盛"）持有 公司股份 6,599,600 股，占公司总股本的 2.00%。张初全持有懋盛 98.29%股权。 张初全与懋盛合计持有公司股份 20,534,500 股，占公司总股本的 6.23%。 减持计划的实施结果情况 公司于 2025 年 11 月 14 日披露了《华懋 ...

Core Viewpoint - Huamao Technology (603306.SH) announced an abnormal fluctuation in stock trading, with no share reduction by Zhang Chuqian and his concerted actions during the fluctuation period from December 10 to December 12, 2025 [1] Group 1 - The company received a notification from its director and general manager, Zhang Chuqian, regarding the decision to terminate the current share reduction plan based on personal circumstances and funding arrangements [1] - Zhang Chuqian and his concerted action party, Maosheng (Xiamen) Enterprise Management Consulting Co., Ltd., committed not to reduce their shareholdings in any form for the next 12 months, from December 13, 2025, to December 12, 2026 [1]

Core Viewpoint - The company announced an abnormal stock price fluctuation with a cumulative increase of 20.95% over three consecutive trading days, deviating from the Shanghai Composite Index by 21.47% [1] Financial Performance - For the period from January to September 2025, the company's net profit attributable to shareholders was 172.5 million yuan, representing a year-on-year decrease of 12.06% [1] Corporate Actions - The company plans to acquire assets and raise funds, pending regulatory review [1] - The general manager and board member, Zhang Chuqian, along with his concerted actions, reduced their holdings by a total of 4.0598 million shares, accounting for 1.23% of the total share capital on December 8 [1] - On December 12, the company decided to terminate the share reduction plan early, committing not to reduce holdings from December 13, 2025, to December 12, 2026 [1]

Group 1 - The CPO concept stocks in the A-share market experienced significant gains, with notable performances from several companies [1] - LianTe Technology reached a 20% increase, hitting the daily limit, while Changxin Bochuang rose over 10% [1] - Other companies such as Zhongjing Electronics, Cambridge Technology, and Sui Rui New Materials also saw substantial increases, with gains exceeding 6% [1] Group 2 - LianTe Technology's total market value is 20.8 billion, with a year-to-date increase of 112.40% [2] - Changxin Bochuang has a market value of 42.6 billion and a year-to-date increase of 214.88% [2] - Zhongjing Electronics has a market value of 7.5 billion and a year-to-date increase of 55.06% [2] - Cambridge Technology's market value is 43.1 billion, with a year-to-date increase of 202.52% [2] - Sui Rui New Materials has a market value of 24.1 billion and a year-to-date increase of 256.07% [2] - Huamao Technology's market value is 20.2 billion, with a year-to-date increase of 93.98% [2] - Dekeli has a market value of 27.3 billion and a year-to-date increase of 147.49% [2]

证券时报•数据宝统计显示，华懋科技所属的汽车行业，目前整体涨幅为0.03%，行业内，目前股价上涨 的有189只，涨幅居前的有超捷股份、征和工业、华密新材等，涨幅分别为20.00%、10.01%、9.08%。 股价下跌的有107只，跌幅居前的有跃岭股份、信隆健康、浙江仙通等，跌幅分别为10.00%、9.70%、 8.72%。 （原标题：华懋科技盘中创历史新高） 华懋科技股价创出历史新高，截至10:28，该股上涨2.70%，股价报59.24元，成交量1182.60万股，成交 金额6.83亿元，换手率3.59%，该股最新A股总市值达195.19亿元，该股A股流通市值195.19亿元。 两融数据显示，该股最新（12月11日）两融余额为11.57亿元，其中，融资余额为11.53亿元，近10日增 加1722.47万元，环比增长1.52%。 公司发布的三季报数据显示，前三季度公司共实现营业收入17.84亿元，同比增长15.87%，实现净利润 1.72亿元，同比下降12.06%，基本每股收益为0.5500元，加权平均净资产收益率5.10%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 ...

Group 1: Commercial Aerospace - SpaceX plans to conduct an IPO in 2026, aiming to raise several billion dollars, marking a new phase of commercialization and capitalization in the commercial aerospace industry [3] - China's recent successful launch of multiple satellites demonstrates its growing capabilities in space exploration, with an increasing frequency of launches expected to drive exponential growth in orders for upstream suppliers [3][4] - Companies like Guanglian Aviation are positioned to benefit significantly from the anticipated increase in commercial rocket launches, with potential revenue growth reaching tens of billions [4] Group 2: AI and Server Technology - The demand for AI computing power is escalating, with power consumption for AI models increasing significantly, leading to a shift from traditional air cooling to liquid cooling solutions [6] - Companies with rare certification for liquid cooling solutions are expected to see a revaluation of their worth due to the high technical barriers and increased average selling prices [6] - The AI server supply chain is evolving, with investments shifting towards companies that possess high technical barriers and rare certifications, which will likely enjoy valuation premiums [6][9] Group 3: Humanoid Robots - Tesla's Optimus has initiated the supplier review process, indicating that humanoid robots are on the verge of mass production, with Chinese companies expected to surpass Tesla in production scale by 2026 [7] - Key components such as lightweight materials and advanced sensors are critical for the development of humanoid robots, with companies like Ningbo Huaxiang collaborating on innovative materials [8][10] - Investment strategies should prioritize core components over complete systems, focusing on companies with high technical barriers and established supply chains [11] Group 4: Semiconductor Industry - The demand for high-bandwidth memory (HBM) is surging due to AI chip requirements, prompting a rapid evolution in HBM technology and a focus on domestic production capabilities [12] - Companies like Huahai Chengke are positioned to capture significant market share in the HBM materials sector, with potential revenues reaching 3 billion yuan [14] - The semiconductor investment landscape is shifting towards companies that can achieve substantial breakthroughs and secure orders in high-demand areas like HBM and advanced packaging [12] Group 5: Energy Sector - The energy market is experiencing a transition, with gas turbines expected to maintain strong demand through 2035, benefiting companies like Yingliu [15] - Nuclear fusion technology is advancing, with Chinese teams making significant progress, positioning companies like China Uranium Industry as future leaders in energy solutions [16] - Investment strategies should focus on both immediate opportunities in gas turbines and long-term potential in nuclear fusion technologies [16] Group 6: Optical Communication - The optical communication sector is transitioning from 800G to 1.6T technology, significantly increasing the demand for core materials like indium phosphide [17] - Companies that have achieved breakthroughs in domestic production of critical components for optical modules are expected to benefit from industry growth and market share increases [17][21] - Investment in optical communication should align with the dual themes of speed upgrades and domestic substitution [17] Group 7: Macro Variables - The Federal Reserve's recent interest rate cut is expected to create a more favorable liquidity environment for growth-oriented technology stocks, particularly those sensitive to interest rates [18][22] - The anticipated improvement in financing conditions will support technology companies in sectors like commercial aerospace, AI, and robotics that require substantial R&D investments [22] - Investors should focus on identifying companies with real technological barriers and clear growth paths in the evolving landscape of hard technology [23]

证券日报网讯 12月8日晚间，华懋科技发布公告称，公司于 2025 年12月8 日收到董事兼总经理张初全先 生及其一致行动人懋盛（厦门）企业管理咨询有限责任公司（以下简称"懋盛"）发来的《简式权益变动 报告书》：张初全先生于 2025 年12 月8 日以大宗交易方式直接减持公司股份2，447，500 股，占公司 总股本的0.74%；通过懋盛于2025 年12 月8 日以大宗交易方式间接减持公司股份 1，612，300 股，占公 司总股本的 0.49%。二者合计持有的公司股份比例从 6.23%变动至 5.00%，权益变动比例触及 1%及 5% 刻度。 （文章来源：证券日报） ...

格隆汇12月8日丨华懋科技(603306.SH)公布，公司于2025年12月8日收到董事兼总经理张初全先生及其 一致行动人懋盛（厦门）企业管理咨询有限责任公司发来的《简式权益变动报告书》：张初全先生于 2025年12月8日以大宗交易方式直接减持公司股份244.75万股，占公司总股本的0.74%；通过懋盛于2025 年12月8日以大宗交易方式间接减持公司股份161.23万股，占公司总股本的0.49%。二者合计持有的公司 股份比例从6.23%变动至5.00%，权益变动比例触及1%及 5%刻度。 ...

信息披露义务人一：张初全 股份变动性质：股份减少（触及 5.00%刻度） 股票代码：603306 股票代码：603306 股票简称：华懋科技 债券代码：113677 债券简称：华懋转债 华懋（厦门）新材料科技股份有限公司 简式权益变动报告书 上市公司名称：华懋（厦门）新材料科技股份有限公司 签署日期：2025 年 12 月 8 日 住所：福建省厦门市**区**号 通讯地址：福建省厦门市集美区后溪镇苏山路 69 号 信息披露义务人二：懋盛（厦门）企业管理咨询有限责任公司 住所：福建省厦门市集美区杏林北路 28-15 号 610 室 通讯地址：福建省厦门市集美区杏林北路 28-15 号 610 室 上市地点：上海证券交易所 股票简称：华懋科技 信息披露义务人声明 本部分所述词语或简称与本报告书"释义"所述词语或简称具有相同含义。 一、本报告书系信息披露义务人依据《中华人民共和国证券法》、《上市公司 收购管理办法》和《公开发行证券的公司信息披露内容与格式准则第 15 号—— 权益变动报告书》等法律、法规及规范性文件编制。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部 ...

| 证券简称：华懋科技 | 公告编号：2025-114 | | --- | --- | | 债券简称：华懋转债 | | | 证券代码：603306 债券代码：113677 | | 华懋（厦门）新材料科技股份有限公司 关于董事、高级管理人员及其一致行动人权益变动触 及 1%及 5%刻度的提示性公告 本公司董事、高级管理人员张初全及其一致行动人懋盛（厦门）企业管理咨询有 限责任公司保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或 重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ | | 比例减少 | | --- | --- | --- | --- | | 权益变动前合计比例 | 6.23% | | | | 权益变动后合计比例 | 5.00% | | | | 本次变动是否违反已作出的承诺、意向、计划 | 是□ | 否 | | | 是否触发强制要约收购义务 | 是□ | 否 | | | | □ □ | 控股股东/实控人 控股股东/实控人的一致 | □ | _____________ | | --- | --- | ...