688379 华光新材
已收盘 07-31 15:00:02
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每周股票复盘：华光新材（688379）推2.41%股本员工持股计划
证券之星 · 08-02 02:00
每周股票复盘：华光新材（688379）推2.41%股本员工持股计划
华光新材获得实用新型专利授权：“焊带连铸设备”
证券之星 · 08-01 03:35
华光新材获得实用新型专利授权：“焊带连铸设备”
股市必读：新发布《华光新材第五届董事会独立董事专门会议2026年第二次会议决议》
证券之星 · 07-31
股市必读：新发布《华光新材第五届董事会独立董事专门会议2026年第二次会议决议》
华光新材（688379）披露2026年第二次临时股东大会通知，7月29日股价下跌3.88%
证券之星 · 07-29
华光新材（688379）披露2026年第二次临时股东大会通知，7月29日股价下跌3.88%
华光新材(688379.SH)拟推2026年员工持股计划
智通财经 · 07-29
华光新材(688379.SH)拟推2026年员工持股计划
每周股票复盘：华光新材（688379）电子业务收入增近160%
证券之星 · 07-26
每周股票复盘：华光新材（688379）电子业务收入增近160%
华光新材：公司已定于2026年8月27日披露半年度报告
证券之星 · 07-23
华光新材：公司已定于2026年8月27日披露半年度报告
华光新材：锡膏为公司电子领域核心产品，目前覆盖智能家居、安防、通信等领域
证券日报网 · 07-22
华光新材：锡膏为公司电子领域核心产品，目前覆盖智能家居、安防、通信等领域
华光新材：公司将结合发展战略、经营业绩、人才建设需求，适时推出新一轮股权激励或员工持股计划
证券日报网 · 07-22
华光新材：公司将结合发展战略、经营业绩、人才建设需求，适时推出新一轮股权激励或员工持股计划
每周股票复盘：华光新材（688379）液冷业务2026年一季度营收近1亿元
证券之星 · 07-05
每周股票复盘：华光新材（688379）液冷业务2026年一季度营收近1亿元
华光新材获得发明专利授权：“一种预成型且自带助焊剂的焊料制备方法”
证券之星 · 07-04
华光新材获得发明专利授权：“一种预成型且自带助焊剂的焊料制备方法”
华光新材（688379）披露2025年年度权益分派实施公告，7月3日股价上涨0.18%
证券之星 · 07-03
华光新材（688379）披露2025年年度权益分派实施公告，7月3日股价上涨0.18%
【私募调研记录】保银投资调研华光新材
证券之星 · 06-30
【私募调研记录】保银投资调研华光新材
华光新材：自上市以来，累计派发现金红利（含2025年度利润分配预案）12753.50万元
证券日报网 · 06-29
华光新材：自上市以来，累计派发现金红利（含2025年度利润分配预案）12753.50万元
华光新材：6月22日接受机构调研，浙商证券、南方基金等多家机构参与
证券之星 · 06-29
华光新材：6月22日接受机构调研，浙商证券、南方基金等多家机构参与
中邮证券：首次覆盖华光新材给予增持评级
证券之星 · 06-17
中邮证券：首次覆盖华光新材给予增持评级
【机构调研记录】农银汇理基金调研云天励飞、华光新材
证券之星 · 06-17
【机构调研记录】农银汇理基金调研云天励飞、华光新材
【机构调研记录】信达澳亚基金调研华光新材、东芯股份
证券之星 · 06-17
【机构调研记录】信达澳亚基金调研华光新材、东芯股份
【私募调研记录】纽富斯投资调研华光新材
证券之星 · 06-17
【私募调研记录】纽富斯投资调研华光新材
华光新材：6月5日接受机构调研，包括知名机构于翼资产的多家机构参与
证券之星 · 06-16
华光新材：6月5日接受机构调研，包括知名机构于翼资产的多家机构参与
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公司概况
公司名称：
杭州华光焊接新材料股份有限公司
所属行业：
金属制品业
上市日期：
2020-08-19
主营业务：
杭州华光焊接新材料股份有限公司的主营业务是焊接与连接材料及技术的研发、制造、销售。公司的主要产品是银钎料、铜基钎料、银浆。公司2025年度国家级“绿色工厂”。
发行价格：
16.78
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03:35","pubTimestamp":1785526533,"startTime":"0","endTime":"0","summary":"证券之星消息，根据天眼查APP数据显示华光新材新获得一项实用新型专利授权，专利名为“焊带连铸设备”，专利申请号为CN202521655492.8，授权日为2026年7月17日。今年以来华光新材新获得专利授权3个，与去年同期持平。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026080100002846.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688379","BK0256"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655580782","title":"股市必读：新发布《华光新材第五届董事会独立董事专门会议2026年第二次会议决议》","url":"https://stock-news.laohu8.com/highlight/detail?id=2655580782","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2655580782?lang=zh_cn&edition=full","pubTime":"2026-07-31 01:29","pubTimestamp":1785432549,"startTime":"0","endTime":"0","summary":"公司公告汇总华光新材第五届董事会独立董事专门会议2026年第二次会议决议杭州华光焊接新材料股份有限公司于2026年7月29日召开第五届董事会独立董事专门会议2026年第二次会议，审议通过《关于公司<2026年员工持股计划(草案)>及其摘要的议案》和《关于公司<2026年员工持股计划管理办法>的议案》，两项议案均获全票通过，并将提交公司股东会审议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026073100001233.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0256","688379"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655982899","title":"华光新材（688379）披露2026年第二次临时股东大会通知，7月29日股价下跌3.88%","url":"https://stock-news.laohu8.com/highlight/detail?id=2655982899","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2655982899?lang=zh_cn&edition=full","pubTime":"2026-07-29 22:25","pubTimestamp":1785335118,"startTime":"0","endTime":"0","summary":"截至2026年7月29日收盘，华光新材报收于45.07元，较前一交易日下跌3.88%，最新总市值为42.81亿元。该股当日开盘46.7元，最高46.96元，最低43.31元，成交额达1.88亿元，换手率为4.67%。近日，华光新材发布关于召开2026年第二次临时股东会的通知。公告显示，公司将于2026年8月26日召开2026年第二次临时股东会，会议采取现场投票与网络投票相结合的方式，股权登记日为2026年8月21日。其中，议案1至3涉及关联股东回避表决，所有议案对中小投资者单独计票。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026072900040554.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0256","688379"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655289515","title":"华光新材(688379.SH)拟推2026年员工持股计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2655289515","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2655289515?lang=zh_cn&edition=full","pubTime":"2026-07-29 21:32","pubTimestamp":1785331975,"startTime":"0","endTime":"0","summary":"智通财经APP讯，华光新材(688379.SH)披露2026年员工持股计划(草案)，该员工持股计划初始设立时的参加对象预计不超过240人(不含预留份额)，其中董事(不含独立董事)、高级管理人员为8人，具体参加人数根据员工实际缴款情况确定。员工持股计划的股份来源为公司回购专用账户回购的公司A股普通股股票。本次员工持股计划拟受让的股份总数为228.863万股，约占公司目前股本总额的2.41%。其中拟首次受让188.863万股。员工持股计划购买公司回购股票的价格为31.03元/股。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1473750.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["688379","BK0256"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654579310","title":"每周股票复盘：华光新材（688379）电子业务收入增近160%","url":"https://stock-news.laohu8.com/highlight/detail?id=2654579310","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2654579310?lang=zh_cn&edition=full","pubTime":"2026-07-26 02:37","pubTimestamp":1785004629,"startTime":"0","endTime":"0","summary":"截至2026年7月24日收盘，华光新材报收于48.33元，较上周的49.92元下跌3.19%。本周，华光新材7月20日盘中最高价报52.7元。问题2、今年一季度公司电子领域业务收入增长近160%，二季度增长情况如何？2026年二季度电子领域业务继续呈现较高增长态势，已成为公司第二大业务领域。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026072600000780.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0256","688379"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653712206","title":"华光新材：公司已定于2026年8月27日披露半年度报告","url":"https://stock-news.laohu8.com/highlight/detail?id=2653712206","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2653712206?lang=zh_cn&edition=full","pubTime":"2026-07-23 15:36","pubTimestamp":1784792214,"startTime":"0","endTime":"0","summary":"证券之星消息，华光新材07月23日在投资者关系平台上答复投资者关心的问题。请不要以“关注后期的定期报告”为由敷衍搪塞问题回复。公司已定于2026年8月27日披露半年度报告，半年度财务数据正在认真审核中。公司将根据经营状况及发展需要，持续实施相应的分红方案，为投资者带来长期稳定的投资回报。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026072300026466.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0256","688379"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653769608","title":"华光新材：锡膏为公司电子领域核心产品，目前覆盖智能家居、安防、通信等领域","url":"https://stock-news.laohu8.com/highlight/detail?id=2653769608","media":"证券日报网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2653769608?lang=zh_cn&edition=full","pubTime":"2026-07-22 21:51","pubTimestamp":1784728260,"startTime":"0","endTime":"0","summary":"证券日报网7月22日讯，华光新材在接受调研时表示，锡膏为公司电子领域核心产品，目前覆盖智能家居、安防、通信、电源、汽车电子、PCBA等领域，今年上半年锡膏业务收入同比实现较高增长，受行业验证周期较长影响，当前锡膏整体营收基数较低。后续公司将进一步加大锡膏产品研发，加快国内外新客户验证导入，持续提升锡膏业务营收规模。\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-07-22/doc-iniisxzw7934215.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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21:51","pubTimestamp":1784728260,"startTime":"0","endTime":"0","summary":"证券日报网7月22日讯，华光新材在接受调研时表示，公司上市后已先后推出限制性股票激励计划、员工持股计划，覆盖中高层管理人员、核心技术研发人员、核心业务骨干，有效提升团队凝聚力与创新力，支撑近年来业绩保持持续增长。公司将结合发展战略、经营业绩、人才建设需求，适时推出新一轮股权激励或员工持股计划，持续完善长效激励机制。具体方案会根据监管要求和董事会、股东会审议流程，及时对外进行披露。\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-07-22/doc-iniisxzy4710354.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2026-07-22/doc-iniisxzy4710354.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["688379","BK0256"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649925836","title":"每周股票复盘：华光新材（688379）液冷业务2026年一季度营收近1亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2649925836","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2649925836?lang=zh_cn&edition=full","pubTime":"2026-07-05 03:33","pubTimestamp":1783193591,"startTime":"0","endTime":"0","summary":"截至2026年7月3日收盘，华光新材报收于79.44元，较上周的82.1元下跌3.24%。本周，华光新材6月30日盘中最高价报86.5元。本周关注点来自机构调研要点：液冷业务2026年一季度单季营收近1亿元，环比持续高增。2026年一季报显示该领域实现较大幅度增长。本次利润分配以股权登记日总股本扣减回购专用账户股份为基数，现金分红总额占2025年度归属于上市公司股东净利润的30.17%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026070500001168.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688379"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648660169","title":"华光新材获得发明专利授权：“一种预成型且自带助焊剂的焊料制备方法”","url":"https://stock-news.laohu8.com/highlight/detail?id=2648660169","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648660169?lang=zh_cn&edition=full","pubTime":"2026-07-04 03:43","pubTimestamp":1783107821,"startTime":"0","endTime":"0","summary":"证券之星消息，根据天眼查APP数据显示华光新材新获得一项发明专利授权，专利名为“一种预成型且自带助焊剂的焊料制备方法”，专利申请号为CN202511056679.0，授权日为2026年7月3日。今年以来华光新材新获得专利授权2个，较去年同期减少了33.33%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026070400002980.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688379","BK0256"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648661740","title":"华光新材（688379）披露2025年年度权益分派实施公告，7月3日股价上涨0.18%","url":"https://stock-news.laohu8.com/highlight/detail?id=2648661740","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648661740?lang=zh_cn&edition=full","pubTime":"2026-07-03 22:43","pubTimestamp":1783089797,"startTime":"0","endTime":"0","summary":"截至2026年7月3日收盘，华光新材报收于79.44元，较前一交易日上涨0.18%，最新总市值为75.45亿元。近日，华光新材发布《2025年年度权益分派实施公告》。公告显示，公司2025年年度权益分派方案为每股派发现金红利0.47元（含税），即每10股派4.70元；股权登记日为2026年7月9日，除权（息）日与现金红利发放日均为2026年7月10日。公司2025年度现金分红总额占归属于上市公司股东净利润的30.17%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026070300046009.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0256","688379"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647758826","title":"【私募调研记录】保银投资调研华光新材","url":"https://stock-news.laohu8.com/highlight/detail?id=2647758826","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2647758826?lang=zh_cn&edition=full","pubTime":"2026-06-30 08:00","pubTimestamp":1782777658,"startTime":"0","endTime":"0","summary":"根据市场公开信息及6月29日披露的机构调研信息，知名私募保银投资近期对1家上市公司进行了调研，相关名单如下：1）华光新材 调研纪要：公司主要产品涵盖铜基、银钎料、铝基钎料、锡基钎料和电子浆料，广泛应用于新能源汽车、电子半导体、液冷等领域。铜基、银钎料稳健增长，铝基钎料受益于新能源汽车热管理及“铝代铜”趋势，锡基钎料成长弹性强，为第二增长曲线。公司累计分红12,753.50万元，占净利润29.74%，未来将保持稳定分红政策。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://fund.stockstar.com/RB2026063000007966.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0256","688379"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647085653","title":"华光新材：自上市以来，累计派发现金红利（含2025年度利润分配预案）12753.50万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2647085653","media":"证券日报网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2647085653?lang=zh_cn&edition=full","pubTime":"2026-06-29 22:01","pubTimestamp":1782741660,"startTime":"0","endTime":"0","summary":"证券日报网6月29日讯，华光新材在接受调研者提问时表示，因公司回购专用账户中的股份不参与分配所以涉及差异化权益分派，待交易所审核通过后将尽快推进权益分派事项，具体时间可关注公司后续发布的权益分派实施公告。公司在持续夯实主业努力提高经营业绩的同时，一直以来高度重视投资者回报，自上市以来，累计派发现金红利12753.50万元，占累计归属于上市公司股东净利润的比例为29.74%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-06-29/doc-inifayqk5224922.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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17:59","pubTimestamp":1782727182,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年6月29日华光新材发布公告称公司于2026年6月22日接受机构调研，浙商证券、南方基金、保银投资、上银基金、中银基金、建信基金、寰宸资产、宝隽资产、国信投资、长城基金、国海富兰克林基金、宏利基金、英大资产、国联民生证券、银华基金、招商证券、广发证券、重阳投资参与。华光新材主营业务：焊接与连接材料及技术的研发、制造、销售。该股最近90天内共有2家机构给出评级，买入评级1家，增持评级1家。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026062900028623.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0276","688379","BK0256","601878"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644779080","title":"中邮证券：首次覆盖华光新材给予增持评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2644779080","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644779080?lang=zh_cn&edition=full","pubTime":"2026-06-17 12:05","pubTimestamp":1781669138,"startTime":"0","endTime":"0","summary":"中邮证券有限责任公司李帅华,魏欣近期对华光新材进行研究并发布了研究报告《主业持续增长，AI液冷+电子业务打造第二增长曲线》，首次覆盖华光新材给予增持评级。 华光新材 投资要点 事件：公司发布2025年年报及2026年一季报。 AI液冷业务收入大幅增长，持续受益液冷渗透率提升。最新盈利预测明细如下：该股最近90天内共有1家机构给出评级，买入评级1家。本文数据来源于中邮证券有限责任公司，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026061700018762.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["161027","688379"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644796223","title":"【机构调研记录】农银汇理基金调研云天励飞、华光新材","url":"https://stock-news.laohu8.com/highlight/detail?id=2644796223","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644796223?lang=zh_cn&edition=full","pubTime":"2026-06-17 08:12","pubTimestamp":1781655152,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及6月16日披露的机构调研信息，农银汇理基金近期对2家上市公司进行了调研，相关名单如下：1）云天励飞 调研纪要：公司正在研发的推理芯片，采用GPNPU架构为核心技术路线，强调对主流CUDA生态的兼容，降低部署门槛；通过极致能效NPU内核、3D堆叠存储架构和“算力积木”架构，提升推理效率与扩展能力。2）华光新材 调研纪要：公司电子领域业务2025年营收同比增长超110%，2026年一季度同比增长160%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026061700006740.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688379","91213","BK0256"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644796297","title":"【机构调研记录】信达澳亚基金调研华光新材、东芯股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2644796297","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644796297?lang=zh_cn&edition=full","pubTime":"2026-06-17 08:12","pubTimestamp":1781655151,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及6月16日披露的机构调研信息，信达澳亚基金近期对2家上市公司进行了调研，相关名单如下：1）华光新材 调研纪要：公司电子领域业务2025年营收同比增长超110%，2026年一季度同比增长160%。2）东芯股份 调研纪要：自2025年下半年以来，受海外存储大厂退出消费类市场影响，SLC NAND供给收缩，价格呈上涨趋势，供需失衡短期难改，价格有望继续向上。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026061700006738.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688379","688110","BK0256","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644796212","title":"【私募调研记录】纽富斯投资调研华光新材","url":"https://stock-news.laohu8.com/highlight/detail?id=2644796212","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644796212?lang=zh_cn&edition=full","pubTime":"2026-06-17 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17:46","pubTimestamp":1781603173,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年6月16日华光新材发布公告称公司于2026年6月5日接受机构调研，农银汇理基金、南土资产、东吴人寿保险、申万菱信基金、五矿资本、太平养老保险、长心投资、淳厚基金、杭州附加值投资、野村东方国际证券、华西证券、玖石投资、大成基金、平安基金、纽富斯投资、中邮证券、光大永明基金、长江证券、瓦洛兰投资、瑞众人寿、上银基金、富安达基金、于翼资产、信达澳亚基金、交银施罗德参与。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026061600032124.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0256","688379"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"ret":0,"serverTime":1785714344791,"stockEarnings":[{"period":"1week","weight":-0.0958},{"period":"1month","weight":-0.4632},{"period":"3month","weight":-0.331},{"period":"6month","weight":-0.1739},{"period":"1year","weight":0.1518},{"period":"ytd","weight":-0.201}],"compareEarnings":[{"period":"1week","weight":0.0047},{"period":"1month","weight":-0.0681},{"period":"3month","weight":-0.0681},{"period":"6month","weight":-0.0694},{"period":"1year","weight":0.0725},{"period":"ytd","weight":-0.0344}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"杭州华光焊接新材料股份有限公司","boardCode":"AI0033","boardName":"金属制品业","stockholders":"9420人(较上一季度减少7.76%)","perCapita":"9563股","listingDate":"2020-08-19","address":"浙江省杭州市余杭区仁和街道启航路82号3幢等","registeredCapital":"9497万元","survey":" 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