宁波江丰电子材料股份有限公司 2025 年第三季度报告 证券代码：300666 证券简称：江丰电子 公告编号：2025-119 宁波江丰电子材料股份有限公司 2025 年第三季度报告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 重要内容提示： 1.董事会及董事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏，并承担 个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 □是 否 1 宁波江丰电子材料股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 单位：元 | 项目 | 本报告期金额 | 年初至报告期期末金额 | 说明 | | --- | --- | --- | --- | | 非流动性资产处置损益（包 | | | | | 括已计提资产减值准备的冲 | -63,927.97 | 74,496,383.12 | | | 销部分） | | | | | 计入当期损益的 ...

Core Viewpoint - Ningbo Jiangfeng Electronic Materials Co., Ltd. has received acceptance from the Shenzhen Stock Exchange for its application to issue shares to specific targets, pending further regulatory approvals [1][2][3] Group 1: Company Announcement - The company announced that it received a notification from the Shenzhen Stock Exchange on October 23, 2025, regarding the acceptance of its application for a specific target share issuance [1] - The application documents were deemed complete by the Shenzhen Stock Exchange, which decided to accept the application [1] - The issuance is subject to further review by the Shenzhen Stock Exchange and requires approval from the China Securities Regulatory Commission before implementation [1] Group 2: Regulatory Process - The final decision on whether the application will pass the Shenzhen Stock Exchange review and receive approval from the China Securities Regulatory Commission remains uncertain [1] - The company commits to timely information disclosure in accordance with relevant regulations as the situation progresses [1]

Core Points - Company received notification from Shenzhen Stock Exchange regarding the acceptance of its application for a specific stock issuance on October 23, 2025 [1] - The application documents were found complete by the exchange, leading to the decision to accept the application [1] - The issuance is subject to approval from the Shenzhen Stock Exchange and the China Securities Regulatory Commission, with uncertainty regarding the final approval and timeline [1]

Core Viewpoint - Jiangfeng Electronics has received notification from the Shenzhen Stock Exchange regarding the acceptance of its application for a specific stock issuance, which is subject to further review and approval by the exchange and the China Securities Regulatory Commission [1] Group 1 - The company plans to issue stocks to specific investors, which is a strategic move to raise capital [1] - The application for stock issuance is currently under review, indicating a process that involves regulatory scrutiny [1] - The company will provide timely updates on the progress of the application, emphasizing transparency in communication with investors [1]

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 证券代码：300666 证券简称：江丰电子 公告编号：2025-116 宁波江丰电子材料股份有限公司 关于向特定对象发行股票申请获得深圳证券交易所受理的公告 特此公告。 宁波江丰电子材料股份有限公司董事会 2025 年 10 月 24 日 宁波江丰电子材料股份有限公司（以下简称"公司"）于2025年10月23日收 到深圳证券交易所（以下简称"深交所"）出具的《关于受理宁波江丰电子材料 股份有限公司向特定对象发行股票申请文件的通知》（深证上审〔2025〕195号）。 深交所根据相关规定对公司报送的向特定对象发行股票的申请文件进行了核对， 认为申请文件齐备，决定予以受理。 公司本次向特定对象发行股票事项尚需通过深交所审核，并获得中国证券监 督管理委员会（以下简称"中国证监会"）同意注册后方可实施。最终能否通过 深交所审核并获得中国证监会同意注册的决定及时间尚存在不确定性。 公司将根据该事项的进展情况，按照相关规定和要求及时履行信息披露义务， 敬请广大投资者注意投资风险。 ...

Core Viewpoint - Jiangfeng Electronics experienced a 5.09% increase in stock price, reaching 96.90 CNY per share, with a trading volume of 1.478 billion CNY and a turnover rate of 7.00%, resulting in a total market capitalization of 25.71 billion CNY [1] Group 1: Company Overview - Jiangfeng Electronics is located in Yuyao City, Zhejiang Province, and was established on April 14, 2005, with its listing date on June 15, 2017 [1] - The company specializes in the research, production, and sales of high-purity sputtering targets, with its main business revenue composition being: ultra-high purity targets 63.26%, precision components 21.90%, and others 14.84% [1] Group 2: Fund Holdings - According to data, one fund under Shenwan Hongyuan holds a significant position in Jiangfeng Electronics, specifically Shenwan Hongyuan CSI 1000 Index Enhanced A (017067), which held 18,000 shares in the second quarter, unchanged from the previous period, accounting for 0.95% of the fund's net value [2] - The fund has a current scale of 87.4876 million CNY and has achieved a year-to-date return of 29.35%, ranking 1575 out of 4218 in its category [2] - The fund manager Liu Dun has a tenure of 8 years and 17 days, with a total asset scale of 3.457 billion CNY, while the other manager Xia Xiangquan has a tenure of 5 years and 5 days, managing 922 million CNY [2]

Core Viewpoint - Jiangfeng Electronics has shown significant stock performance with a year-to-date increase of 36.32%, despite a recent decline of 10.99% over the past five trading days [1][2]. Company Overview - Jiangfeng Electronics, established on April 14, 2005, and listed on June 15, 2017, is located in Yuyao City, Zhejiang Province. The company specializes in the research, production, and sales of high-purity sputtering targets and metal materials [1]. - The main revenue composition includes ultra-high purity targets (63.26%), precision components (21.90%), and others (14.84%) [1]. Financial Performance - For the first half of 2025, Jiangfeng Electronics achieved a revenue of 2.095 billion yuan, representing a year-on-year growth of 28.71%. The net profit attributable to shareholders was 253 million yuan, reflecting a year-on-year increase of 56.79% [2]. - The company has distributed a total of 279 million yuan in dividends since its A-share listing, with 188 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 70,000, up by 52.64%, while the average circulating shares per person decreased by 34.49% to 3,161 shares [2]. - The top circulating shareholder is E Fund's ChiNext ETF, holding 5.162 million shares, a decrease of 47,200 shares from the previous period. Hong Kong Central Clearing Limited is a new fifth-largest shareholder with 4.4673 million shares [3]. Market Activity - On October 21, Jiangfeng Electronics' stock price rose by 2.00% to 94.26 yuan per share, with a trading volume of 287 million yuan and a turnover rate of 1.39%. The total market capitalization reached 25.009 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" once this year, with the latest appearance on September 24, where it recorded a net purchase of 2.3706 million yuan [1].

Core Viewpoint - Jiangfeng Electronics (300666) is increasing its expected amount of daily related transactions for 2025 to meet the growing demand from its expanding order scale and production capacity [1] Group 1 - The company is responding to the actual needs of its business development and production operations by adjusting its transaction estimates [1] - Jiangfeng Electronics plans to procure equipment from Zhaoying Medical, which will be primarily used for the production of semiconductor precision components [1]

Core Viewpoint - Jiangfeng Electronics is actively constructing its Huanghu factory, with further details to be disclosed in future announcements [2] Company Updates - The company responded to investor inquiries on October 17, confirming the ongoing construction of the Huanghu facility [2]

Core Viewpoint - Jiangfeng Electronics (300666) reported that its order situation is normal, and production operations are proceeding smoothly, with good capacity utilization [1] Summary by Categories Company Performance - The company indicated that its operating performance should be referenced in the upcoming periodic reports [1]