格隆汇12月24日｜华光新材(688379.SH)今日盘中一度跌5.44%至57.68元。华光新材公布，股东铧广投资于2025年11月5日至2025年12月23日期间通过集中竞 价及大宗交易方式累计减持公司股份144.56万股，占公司总股本的比例为1.6%。本次权益变动后，铧广投资及其一致行动人金李梅女士、杭州通舟投资管理 有限公司合计持有公司股份数量由42,268,000股减少至40,822,437股，合计持股占公司总股本的比例由46.92%减少至45.32%，权益变动触及1%的刻度。(格隆 汇) ...

Core Viewpoint - Huaguang New Materials plans to establish a production base in Thailand to enhance its competitiveness and tap into overseas markets, particularly in the refrigeration, electrical, new energy vehicles, and electronics sectors [1][2][4]. Group 1: Company Overview - Huaguang New Materials, founded in 1995, has become a leading enterprise in the domestic brazing materials industry over 30 years of continuous innovation [2][5]. - The company aims to achieve an annual revenue of over 2 billion yuan for the first time in 2025 [2]. Group 2: Financial Performance - For the first three quarters of 2025, Huaguang New Materials reported a revenue of 1.826 billion yuan, a year-on-year increase of 33.15%, and a net profit attributable to shareholders of 158 million yuan, up 100.79% [1][6]. - The company’s revenue for 2023 and 2024 is projected to be 1.415 billion yuan and 1.918 billion yuan, reflecting year-on-year growth of 15.96% and 35.52%, respectively [6]. Group 3: Investment and Expansion Plans - The total investment for the Thailand project is 249 million yuan, with 199 million yuan raised through a specific stock issuance to fund the second phase of the production base [2][3]. - The project aims to add a production capacity of 3,500 tons of brazing materials, including silver, copper, tin, and aluminum-based materials, over a construction period of 2.5 years [3][4]. Group 4: Market Strategy - The company is actively expanding its overseas market presence, particularly in Southeast Asia, to align with its downstream customers who are establishing production bases abroad [2][4]. - Huaguang New Materials is focusing on emerging sectors such as new energy vehicles and electronics, which have shown significant revenue growth, with increases of 75.92% and 50.01% respectively in recent periods [7].

Shareholder Reductions - Zhang Fan from 壹网壹创 plans to reduce his holdings by no more than 2.5% [1] - Yan Jun, honorary chairman and chief scientist of 航宇微, intends to reduce his holdings by no more than 1.66% [1] - 长安信托·中保投1号信托, a shareholder of 紫光股份, plans to reduce its holdings by no more than 1% [1] - Jiang Shuguang, deputy general manager of 崇达技术, plans to reduce his holdings by no more than 200,000 shares [1] - 热景生物 intends to sell back repurchased shares not exceeding 1.8542 million shares [1] - Yuan Meihe, a shareholder of 欧科亿, plans to reduce his holdings by no more than 1.89% [1] - Zhu Fengxue and his concerted actions from 中曼石油 will collectively reduce their holdings by 0.35% [1] - Tokyo Guorui, a shareholder of 燕东微, has already reduced its holdings by 0.88% [1] - Huaguang New Materials' shareholder, Huan Guang Investment, has cumulatively reduced its holdings by 1.60% [1] - Jiayuan Group has reduced its holdings in 吉祥航空 by 8.6065 million shares [1] - Longgao Electric New from 富特科技 has cumulatively reduced its holdings by 1.00% [1] - Actual controller Shi Huiqing from 可川科技 has reduced his holdings by 1.05% [1] - Lu Xinchun, a shareholder of 华海清科, has reduced his holdings by 3.3156 million shares [1] Other Corporate Actions - 建设机械 has terminated the issuance of shares to specific objects [1] - 蒋伟, the controlling shareholder of 吴海生科, has been fined 14.6292 million yuan by the China Securities Regulatory Commission [1]

Core Viewpoint - Huaguang New Materials is experiencing growth in its revenue from brazing materials supplied for liquid-cooled servers, driven by the rapid advancement of AI technology and increasing market demand [2] Group 1 - The company's products in the liquid cooling server sector primarily consist of brazing materials [2] - Revenue from this business area is gradually increasing due to the iterative development of AI technology and fast-growing market demand [2] - Investors are advised to monitor the company's 2025 semi-annual report and subsequent annual reports for specific revenue contribution details [2]

华光新材12月23日大宗交易平台共发生15笔成交，合计成交量79.10万股，成交金额4004.79万元。成交 价格均为50.63元，相对今日收盘价折价17.00%。从参与大宗交易营业部来看，机构专用席位共出现在 10笔成交的买方或卖方营业部中，合计成交金额为2004.90万元，净买入2004.90万元。 证券时报·数据宝统计显示，华光新材今日收盘价为61.00元，上涨8.44%，日换手率为10.59%，成交额 为5.67亿元，全天主力资金净流入4120.17万元，近5日该股累计上涨30.54%，近5日资金合计净流入 3703.90万元。 两融数据显示，该股最新融资余额为2.38亿元，近5日增加2246.12万元，增幅为10.40%。 据天眼查APP显示，杭州华光焊接新材料股份有限公司成立于1997年11月19日，注册资本9008.552万人 民币。（数据宝） 12月23日华光新材大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营 ...

格隆汇12月23日丨华光新材(688379.SH)公布，公司于2025年12月23日收到持股5%以上股东杭州铧广投 资有限公司（以下简称"铧广投资"）出具的《关于股东权益变动触及1%刻度的告知函》，铧广投资于 2025年11月5日至2025年12月23日期间通过集中竞价及大宗交易方式累计减持公司股份144.56万股，占 公司总股本的比例为1.60%。 本次权益变动后，铧广投资及其一致行动人金李梅女士、杭州通舟投资管理有限公司合计持有公司股份 数量由42,268,000股减少至40,822,437股，合计持股占公司总股本的比例由46.92%减少至45.32%，权益 变动触及1%的刻度。 ...

证券代码：688379 证券简称：华光新材 公告编号：2025-082 关于持股 5%以上股东权益变动触及 1%刻度的提示性公告 杭州华光焊接新材料股份有限公司 杭州铧广投资有限公司及其一致行动人金李梅女士、杭州通舟投资管 理有限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。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | | ☑其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他______________（请注明） | 2.信息披露义务人信息 | 杭州铧广投资有限公 司 | □ | 控股股东/实控人 | ☑91330110552671902E | | --- | --- | --- | --- | | 信息披露义务人名称 | | 投资者身份 | 统一社会信用代码 | 重要内容提示： 权 ...

华光新材公告，公司持股5%以上股东杭州铧广投资有限公司于2025年11月5日至2025年12月23日期间通 过集中竞价及大宗交易方式累计减持公司股份144.56万股，占公司总股本的比例为1.60%。本次权益变 动后，铧广投资及其一致行动人金李梅女士、杭州通舟投资管理有限公司合计持股比例由46.92%减少 至45.32%。本次减持为履行已披露的减持股份计划，不涉及资金来源，不会使公司实际控制人发生变 化。 ...

华光新材公告称，2025年11月5日至12月23日，持股5%以上股东铧广投资累计减持公司股份144.563万 股，占总股本1.60%。本次权益变动后，铧广投资及其一致行动人金李梅、杭州通舟投资管理有限公司 合计持股由4226.8万股降至4082.2437万股，占总股本比例由46.92%降至45.32%。本次减持是履行已披 露计划，不触及要约收购，不影响实控人，减持计划尚未实施完毕。 ...

第4笔成交价格为50.63元，成交3.96万股，成交金额200.49万元，溢价率为-17.00%，买方营业部为机构 专用，卖方营业部为中国银河证券股份有限公司浙江分公司。 第5笔成交价格为50.63元，成交3.96万股，成交金额200.49万元，溢价率为-17.00%，买方营业部为机构 专用，卖方营业部为中国银河证券股份有限公司浙江分公司。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 12月23日，华光新材收涨8.44%，收盘价为61.00元，发生15笔大宗交易，合计成交量79.1万股，成交金 额4004.79万元。 第1笔成交价格为50.63元，成交5.00万股，成交金额253.15万元，溢价率为-17.00%，买方营业部为广发 证券股份有限公司总部，卖方营业部为中国银河证券股份有限公司浙江分公司。 第2笔成交价格为50.63元，成交4.00万股，成交金额202.52万元，溢价率为-17.00%，买方营业部为长城 证券股份有限公司总部，卖方营业部为中国银河证券股份有限公司浙江分公司。 第3笔成交价格为50.63元，成交20.00万股，成交金额1,012.60万元，溢价率为-17 ...