688379 华光新材
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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
每周股票复盘：华光新材（688379）2025年净利增133.29%
证券之星 · 06-07
每周股票复盘：华光新材（688379）2025年净利增133.29%
【机构调研记录】南方基金调研泰和新材、华光新材等3只个股（附名单）
证券之星 · 06-04
【机构调研记录】南方基金调研泰和新材、华光新材等3只个股（附名单）
【机构调研记录】融通基金调研华光新材
证券之星 · 05-27
【机构调研记录】融通基金调研华光新材
【私募调研记录】煜德投资调研华光新材
证券之星 · 05-27
【私募调研记录】煜德投资调研华光新材
华光新材（688379）披露完成工商变更登记并换发营业执照的公告，5月25日股价下跌1.85%
证券之星 · 05-25
华光新材（688379）披露完成工商变更登记并换发营业执照的公告，5月25日股价下跌1.85%
每周股票复盘：华光新材（688379）Q1新能源车营收增99.57%
证券之星 · 05-24
每周股票复盘：华光新材（688379）Q1新能源车营收增99.57%
华光新材（688379）披露股东询价转让计划书，5月19日股价上涨1.84%
证券之星 · 05-19
华光新材（688379）披露股东询价转让计划书，5月19日股价上涨1.84%
华光新材最新公告：控股股东拟询价转让4.80%股份
证券之星 · 05-19
华光新材最新公告：控股股东拟询价转让4.80%股份
【机构调研记录】摩根士丹利基金调研华光新材
证券之星 · 05-19
【机构调研记录】摩根士丹利基金调研华光新材
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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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15:30:00","preClose":68.35},"floatMarketCap":5923000000},"requestUrl":"/m/hq/s/688379/tweets","defaultTab":"tweets","newsList":[{"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":"sh","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":"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/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":"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/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":"hk","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, .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/2026-06-29/doc-inifayqk5224922.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":"sina","symbols":["IPOS","BK0256","688379"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647378606","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2647378606","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2647378606?lang=zh_cn&edition=full","pubTime":"2026-06-29 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":"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/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":["BK0256","688379","BK0276","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":"hk","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":["688379","161027"],"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":"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/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":["91213","BK0256","688379"],"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":"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/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","BK0214","BK0256"],"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 08:12","pubTimestamp":1781655139,"startTime":"0","endTime":"0","summary":"根据市场公开信息及6月16日披露的机构调研信息，知名私募纽富斯投资近期对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%。制冷暖通业务2025年增长超15%，2026年一季度持续增长，泰国工厂产能提升助力海外扩张。新能源车板块因原材料涨价和新产品上量实现快速增长。泰国基地一期已投产，二期规划3500吨，面向全球供货。","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://fund.stockstar.com/RB2026061700006718.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","BK0256"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643533147","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2643533147","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2643533147?lang=zh_cn&edition=full","pubTime":"2026-06-16 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":"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/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},{"id":"2641224751","title":"每周股票复盘：华光新材（688379）2025年净利增133.29%","url":"https://stock-news.laohu8.com/highlight/detail?id=2641224751","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2641224751?lang=zh_cn&edition=full","pubTime":"2026-06-07 01:37","pubTimestamp":1780767428,"startTime":"0","endTime":"0","summary":"截至2026年6月5日收盘，华光新材报收于74.79元，较上周的69.62元上涨7.43%。本周，华光新材6月5日盘中最高价报77.92元。2025年AI液冷业务营收超1.3亿元，2026年一季度营收占比达9.17%，后续有望持续增长。公司公告汇总华光新材2025年实现营业收入255,588.51万元，同比增长33.27%；归母净利润18,807.53万元，同比增长133.29%。","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/RB2026060700000333.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","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":"2640800061","title":"【机构调研记录】南方基金调研泰和新材、华光新材等3只个股（附名单）","url":"https://stock-news.laohu8.com/highlight/detail?id=2640800061","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640800061?lang=zh_cn&edition=full","pubTime":"2026-06-04 08:13","pubTimestamp":1780532019,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及6月3日披露的机构调研信息，南方基金近期对3家上市公司进行了调研，相关名单如下：1）泰和新材 个股亮点：公司已成立安防与信息事业部，开发相关材料和应用场景。2）华光新材 个股亮点：公司锡基钎料已运用于机器人灵巧手电路板的连接，将持续开发新产品、开拓新客户，布局机器人领域应用。","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/RB2026060400004283.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","BK0037","BK0028","BK0138","688379","BK0208","002254"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638290965","title":"【机构调研记录】融通基金调研华光新材","url":"https://stock-news.laohu8.com/highlight/detail?id=2638290965","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638290965?lang=zh_cn&edition=full","pubTime":"2026-05-27 08:12","pubTimestamp":1779840777,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及5月26日披露的机构调研信息，融通基金近期对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：公司是国内中温钎焊材料市占率第一，技术与产能领先。已实施股权激励，未来将适时推出新一期计划。旗下最近一年表现最佳的公募基金产品为融通产业趋势股票，最新单位净值为2.32，近一年增长235.18%。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","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/RB2026052700008992.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","BK0256"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638290515","title":"【私募调研记录】煜德投资调研华光新材","url":"https://stock-news.laohu8.com/highlight/detail?id=2638290515","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638290515?lang=zh_cn&edition=full","pubTime":"2026-05-27 08:12","pubTimestamp":1779840752,"startTime":"0","endTime":"0","summary":"根据市场公开信息及5月26日披露的机构调研信息，知名私募煜德投资近期对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：公司是国内中温钎焊材料市占率第一，技术与产能领先。公司以深度研究为投资决策唯一导向，通过深入研究发掘并收获根植中国经济的商业和投资机会，依靠扎实的价值判断穿越不同市场周期，为客户创造可持续的稳定回报。","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/RB2026052700008940.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":"2638565545","title":"华光新材（688379）披露完成工商变更登记并换发营业执照的公告，5月25日股价下跌1.85%","url":"https://stock-news.laohu8.com/highlight/detail?id=2638565545","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638565545?lang=zh_cn&edition=full","pubTime":"2026-05-25 22:53","pubTimestamp":1779720788,"startTime":"0","endTime":"0","summary":"截至2026年5月25日收盘，华光新材报收于74.2元，较前一交易日下跌1.85%，最新总市值为70.47亿元。近日，华光新材发布《关于完成工商变更登记并换发营业执照的公告》。公司已办理完成工商变更登记及章程备案手续，并取得浙江省市场监督管理局换发的营业执照。本次仅变更注册资本，其他登记事项未发生变化。","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/RB2026052500034331.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":["688379","BK0256"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637375346","title":"每周股票复盘：华光新材（688379）Q1新能源车营收增99.57%","url":"https://stock-news.laohu8.com/highlight/detail?id=2637375346","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637375346?lang=zh_cn&edition=full","pubTime":"2026-05-24 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22:28","pubTimestamp":1779200894,"startTime":"0","endTime":"0","summary":"截至2026年5月19日收盘，华光新材报收于75.25元，较前一交易日上涨1.84%，最新总市值为71.47亿元。近日，华光新材发布《股东询价转让计划书》公告。公告显示，公司股东金李梅拟通过询价转让方式转让其所持公司股份4,558,970股，占公司总股本的4.80%。金李梅为公司控股股东、实际控制人、董事长，本次转让原因为自身资金需求。转让价格下限不低于发送认购邀请书前20个交易日股票交易均价的70%。","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/RB2026051900044007.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":"stockstar","symbols":["BK0256","688379"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636583458","title":"华光新材最新公告：控股股东拟询价转让4.80%股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2636583458","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636583458?lang=zh_cn&edition=full","pubTime":"2026-05-19 18:51","pubTimestamp":1779187872,"startTime":"0","endTime":"0","summary":"华光新材(688379.SH)公告称，公司控股股东、实际控制人金李梅拟通过询价转让方式转让455.90万股，占公司总股本的4.80%。本次询价转让为非公开转让，受让方为机构投资者，受让后6个月内不得转让。转让原因为自身资金需求。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","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/RB2026051900035755.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":"stockstar","symbols":["BK0256","688379"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636400779","title":"【机构调研记录】摩根士丹利基金调研华光新材","url":"https://stock-news.laohu8.com/highlight/detail?id=2636400779","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636400779?lang=zh_cn&edition=full","pubTime":"2026-05-19 08:01","pubTimestamp":1779148897,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及5月18日披露的机构调研信息，摩根士丹利基金近期对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：2026年第一季度，新能源汽车领域营业收入同比增长99.57%，电子领域同比增长159.84%，AI液冷业务营收占比提升至9.17%。摩根士丹利基金成立于2003年，截至目前，资产管理规模304.84亿元，排名103/212；资产管理规模304.84亿元，排名91/212；管理公募基金数70只，排名89/212；旗下公募基金经理16人，排名87/212。","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/RB2026051900007670.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","BK0256"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"ret":0,"serverTime":1783704625307,"stockEarnings":[{"period":"1week","weight":-0.1666},{"period":"1month","weight":-0.1458},{"period":"3month","weight":0.3622},{"period":"6month","weight":0.1791},{"period":"1year","weight":0.9327},{"period":"ytd","weight":0.2024}],"compareEarnings":[{"period":"1week","weight":-0.0117},{"period":"1month","weight":0.0007},{"period":"3month","weight":0.0025},{"period":"6month","weight":-0.0302},{"period":"1year","weight":0.1386},{"period":"ytd","weight":0.0069}],"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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