11月17日，晶华新材跌5.04%，截至发稿，报26.40元/股，成交1.77亿元，换手率2.55%，总市值76.46亿 元。 资料显示，上海晶华胶粘新材料股份有限公司位于上海市松江区新桥镇千帆路237弄8号楼1702、1703和 1704室，成立日期2006年4月19日，上市日期2017年10月20日，公司主营业务涉及为工业企业、手机厂 商、动力电池厂商、屏显厂商等客户提供胶黏材料、胶粘剂等产品。 从晶华新材十大流通股东角度 数据显示，工银瑞信基金旗下1只基金位居晶华新材十大流通股东。工银圆兴混合（009076）三季度新 进十大流通股东，持有股数250万股，占流通股的比例为0.97%。根据测算，今日浮亏损失约350万元。 工银圆兴混合（009076）基金经理为鄢耀。 截至发稿，鄢耀累计任职时间12年87天，现任基金资产总规模90.1亿元，任职期间最佳基金回报 374.98%， 任职期间最差基金回报-39.31%。 从基金十大重仓股角度 数据显示，工银瑞信基金旗下1只基金重仓晶华新材。工银行业优选混合A（014466）三季度持有股数 6.97万股，占基金净值比例为3.92%，位居第七大重仓股。根据测算，今日浮 ...

Core Viewpoint - Jinhua New Materials experienced a 5.1% decline in stock price, closing at 27.90 CNY per share, with a trading volume of 325 million CNY and a turnover rate of 4.36%, resulting in a total market capitalization of 8.08 billion CNY [1] Company Overview - Shanghai Jinhua Adhesive New Materials Co., Ltd. was established on April 19, 2006, and went public on October 20, 2017. The company specializes in providing adhesive materials and products to industrial enterprises, mobile phone manufacturers, power battery manufacturers, and display manufacturers [1] Shareholder Analysis - ICBC Credit Suisse Fund has a fund that ranks among the top ten circulating shareholders of Jinhua New Materials. The fund, ICBC Yuanxing Mixed Fund (009076), entered the top ten in Q3 with 2.5 million shares, accounting for 0.97% of circulating shares, resulting in an estimated floating loss of approximately 3.75 million CNY [2] - The ICBC Yuanxing Mixed Fund was established on April 23, 2020, with a current scale of 3.732 billion CNY. It has achieved a year-to-date return of 42.86%, ranking 1695 out of 8140 in its category, and a one-year return of 39.45%, ranking 1271 out of 8056 [2] Fund Performance - The fund manager of ICBC Yuanxing Mixed Fund is Yan Yao, who has a cumulative tenure of 12 years and 84 days. The fund's total asset scale is 9.01 billion CNY, with the best return during his tenure being 375.63% and the worst being -39.31% [3] Top Holdings - Another fund under ICBC Credit Suisse, ICBC Industry Preferred Mixed A (014466), holds 69,700 shares of Jinhua New Materials, representing 3.92% of the fund's net value, ranking it as the seventh-largest holding. The estimated floating loss for this fund is approximately 104,600 CNY [4] - ICBC Industry Preferred Mixed A was established on July 4, 2022, with a current scale of 39.7032 million CNY. It has achieved a year-to-date return of 36.58%, ranking 2315 out of 8140 in its category, and a one-year return of 34.28%, ranking 1708 out of 8056 [4] Fund Manager Profile - The fund manager for ICBC Industry Preferred Mixed A is Mu Yaqian, who has a cumulative tenure of 1 year and 100 days. The fund's total asset scale is 1.402 billion CNY, with the best return during his tenure being 46.97% and the worst being -0.13% [5]

Core Points - The controlling shareholder and actual controller of Jinghua New Materials (603683.SH) reduced their shareholding, causing a change in ownership percentage from 34.99997% to 33.49% [1] - The reduction in shareholding occurred between November 3, 2025, and November 11, 2025, with a total of 4.3629 million shares sold, amounting to approximately 125 million yuan [1] - The company has conducted two rounds of private placements, raising a total of 664 million yuan [3] Group 1: Shareholding Changes - The controlling shareholder Zhou Xiaodong and his associate Zhou Jinhang sold 3.0629 million shares and 1.3 million shares respectively during the specified period [1] - The weighted average price during the reduction period was 28.598 yuan per share, leading to a total reduction amount of 125 million yuan [1] - The total shareholding before the reduction was 10,136,084 shares, which decreased to 9,699,794 shares after the reduction [2] Group 2: Fundraising Activities - The company issued 44,062,929 shares at a price of 9.90 yuan per share, raising a total of approximately 436.22 million yuan, with a net amount of about 423.96 million yuan after expenses [2] - A second issuance involved 27,199,772 shares at a price of 8.36 yuan per share, raising approximately 227.39 million yuan, with a net amount of about 222.24 million yuan after expenses [3] - The funds from both issuances are managed under a special account storage system, ensuring proper oversight and management [3]

Core Points - The company, Jinghua New Materials, announced a significant change in shareholding by its controlling shareholders, Zhou Xiaodong and Zhou Jinnan, along with their concerted party Zhou Jinhang [2] Group 1 - The controlling shareholders reduced their stake in the company from 34.99997% to 33.49% between November 3, 2025, and November 11, 2025 [2] - This change in equity ownership triggered a notification as it touched the 1% threshold for reporting [2]

Core Viewpoint - Jinghua New Materials (603683.SH) announced a reduction in shareholding by its controlling shareholders, resulting in a decrease in their combined ownership percentage from 34.99997% to 33.49% [1] Shareholding Changes - The controlling shareholders, Zhou Xiaodong and Zhou Jinnan, along with their concerted party Zhou Jinhang, issued a notice regarding the equity change that occurred between November 3, 2025, and November 11, 2025 [1] - The reduction in shareholding was executed through centralized bidding and block trading methods [1]

证券代码：603683 证券简称：晶华新材 公告编号：2025-089 上海晶华胶粘新材料股份有限公司 关于控股股东、实际控制人及其一致行动人权益变动触及 1%刻 度的提示性公告 控股股东、实际控制人周晓东、周晓南及其一致行动人周锦涵保证向本公司提供 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。 | 权益变动方向 | 比例增加□ | | 比例减少√ | | --- | --- | --- | --- | | 权益变动前合计比例 | 35.00% | | | | 权益变动后合计比例 | 33.49% | | | | 本次变动是否违反已作出的承 | 是□ | 否√ | | | 诺、意向、计划 | | | | | 是否触发强制要约收购义务 | 是□ | 否√ | | 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 投资者及其一致行动人的身份 √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 □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） 二、 权益变动触及 1%刻度的基本情况 公司于 2025 ...

Core Viewpoint - Jinghua New Materials (603683.SH) is strategically planning its multimodal flexible tactile sensor production capacity, primarily located in Zhangjiagang, with a focus on meeting future market demands [1] Group 1: Production Capacity Planning - The company has planned a 2000 square meter automotive-grade workshop for its sensor business [1] - The related production capacity is expected to gradually come online and start shipping in November 2025 [1] - This capacity layout is deemed strategically forward-looking, providing ample reserves for a product matrix covering multiple body areas [1] Group 2: Market Strategy - Future capacity release will be phased based on market introduction pace and demand conditions [1]

Summary of Key Points Core Viewpoint - The recent block trading activity of Jinghua New Materials indicates significant institutional interest, with a notable discount on the trading price compared to the market closing price, suggesting potential investment opportunities [2][3]. Trading Activity - On November 11, Jinghua New Materials recorded 22 block trades, totaling 2.414 million shares and a transaction value of 60.3983 million yuan, with an average transaction price of 25.02 yuan, reflecting an 18.18% discount compared to the closing price [2]. - Over the past three months, the stock has seen a total of 31 block trades, amounting to 93.0408 million yuan [3]. Market Performance - The closing price of Jinghua New Materials on the same day was 30.58 yuan, marking a 10.00% increase, with a daily turnover rate of 5.05% and a total trading volume of 387 million yuan [3]. - The stock has experienced a cumulative increase of 6.89% over the past five days, despite a net outflow of 27.1347 million yuan in funds during the same period [3]. Institutional Participation - Institutional trading desks were involved in 10 of the block trades, with a total transaction value of 28.798 million yuan, indicating a net buying position of the same amount [2][3]. - Specific institutional participants included Goldman Sachs and various other securities firms, highlighting a diverse range of institutional interest [4][5].

Summary of Key Points Core Viewpoint - The stock of Jinghua New Materials experienced a significant increase of 10.00% on November 11, closing at 30.58 yuan, with a total of 22 block trades amounting to 6,039.83 million yuan in transaction value [1]. Trading Activity - The first transaction occurred at a price of 25.02 yuan for 80,000 shares, totaling 200.16 million yuan, with a discount rate of -18.18% [1]. - Subsequent transactions consistently occurred at the same price of 25.02 yuan, with varying volumes and total amounts, all reflecting a discount rate of -18.18% [2][3][4][5][6]. - The total transaction volume for the last three months reached 9,304.08 million yuan, indicating active trading in the stock [6]. Price Movement - Over the last five trading days, the stock has seen a cumulative increase of 6.89%, suggesting positive momentum in its price [6]. - Despite the recent price increase, there has been a net outflow of 3,933.7 million yuan in principal funds, indicating potential selling pressure [6].

Group 1: Market Overview - The A-share market opened high but closed lower, with the Shanghai Composite Index continuing to fluctuate around the 4000-point mark, while the Shenzhen Component, ChiNext, and other indices fell over 1% [1][3] - The market turnover slightly decreased to 2.01 trillion yuan, indicating a reduction in trading activity [1] Group 2: Sector Performance - The cultivated diamond, new energy, forestry, and plastics sectors saw significant gains, while consumer electronics, communication equipment, aerospace, and diversified finance sectors experienced notable declines [3] - The cultivated diamond sector index surged nearly 6%, reaching a historical high, with a cumulative increase of over 215% since the "9.24" market rally last year, outperforming other popular sectors like chips and AI [6] Group 3: Capital Flow - Major capital inflows were observed in basic chemicals (over 7.1 billion yuan), pharmaceuticals (over 3 billion yuan), and several other sectors, while electronics and computing saw significant outflows (over 8.9 billion yuan and over 5 billion yuan, respectively) [5] - The market is expected to maintain high-level fluctuations, with a shift from extreme differentiation to a more balanced style, favoring large-cap stocks [5] Group 4: New Energy Sector - The new energy industry chain showed strong performance, particularly in photovoltaic sectors, with the perovskite battery concept being notably active, marking its fifth consecutive day of gains and reaching a two-and-a-half-year high [10][12] - The National Development and Reform Commission and the National Energy Administration released guidelines to enhance the adaptability of new power systems by 2030, aiming to meet the annual demand for the reasonable consumption of over 200 million kilowatts of new energy [12] Group 5: Diamond Cooling Market - The diamond cooling market is projected to grow dramatically from $0.37 million in 2025 to $15.2 billion by 2030, indicating explosive growth potential [9] - Diamond's thermal conductivity is significantly higher than that of copper and silver, making it a promising material for high-performance cooling solutions in advanced technology applications [9]