11月21日，百合花跌5.01%，截至发稿，报14.79元/股，成交8491.24万元，换手率1.36%，总市值61.58 亿元。 资料显示，百合花集团股份有限公司位于浙江省杭州市钱塘新区经五路1768号，成立日期1995年8月11 日，上市日期2016年12月20日，公司主营业务涉及有机颜料、中间体和珠光颜料的研发、生产、销售和 服务。主营业务收入构成为：颜料89.33%，中间体9.60%，其他1.06%。 责任编辑：小浪快报 南方智弘混合A（020645）基金经理为金岚枫。 截至发稿，金岚枫累计任职时间4年186天，现任基金资产总规模15.89亿元，任职期间最佳基金回报 49.18%， 任职期间最差基金回报6.71%。 从基金十大重仓股角度 数据显示，南方基金旗下1只基金重仓百合花。南方智弘混合A（020645）三季度持有股数217.88万股， 占基金净值比例为4.27%，位居第三大重仓股。根据测算，今日浮亏损失约169.94万元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人 ...

Core Points - The stock price of Baihehua decreased by 2.01% on November 18, trading at 16.08 CNY per share with a market capitalization of 6.695 billion CNY [1] - Baihehua's stock has increased by 75.74% year-to-date, but has seen a decline of 3.48% over the last five trading days [1] - The company has been on the "Dragon and Tiger List" five times this year, with the most recent instance on November 5, showing a net buy of -1.7464 million CNY [1] Financial Performance - For the period from January to September 2025, Baihehua reported revenue of 1.638 billion CNY, a year-on-year decrease of 8.58%, and a net profit attributable to shareholders of 135 million CNY, down 5.84% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 563 million CNY, with 191 million CNY distributed over the last three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Baihehua is 18,800, a decrease of 24.69% from the previous period, with an average of 21,813 circulating shares per shareholder, an increase of 32.78% [2] - Among the top ten circulating shareholders, Southern Zhihong Mixed A (020645) is the eighth largest, holding 2.1788 million shares as a new shareholder [3]

Group 1 - The stock price of Baihehua fell by 5.04%, reaching 15.82 CNY per share, with a trading volume of 1.04 billion CNY and a turnover rate of 1.58%, resulting in a total market capitalization of 6.587 billion CNY [1] - Baihehua Group Co., Ltd. is located in Hangzhou, Zhejiang Province, established on August 11, 1995, and listed on December 20, 2016. The company's main business involves the research, production, sales, and service of organic pigments, intermediates, and pearlescent pigments [1] - The revenue composition of Baihehua's main business includes pigments at 89.33%, intermediates at 9.60%, and others at 1.06% [1] Group 2 - Southern Fund's Southern Zhihong Mixed A (020645) fund entered the top ten circulating shareholders of Baihehua in the third quarter, holding 2.1788 million shares, which accounts for 0.53% of the circulating shares [2] - The estimated floating loss for Southern Zhihong Mixed A today is approximately 1.8302 million CNY [2] - Southern Zhihong Mixed A was established on August 2, 2024, with a latest scale of 325 million CNY, and has achieved a year-to-date return of 33.56% [2] Group 3 - Southern Zhihong Mixed A (020645) is a major holding in Baihehua, with 2.1788 million shares, representing 4.27% of the fund's net value, making it the third-largest holding [3] - The estimated floating loss for the fund regarding Baihehua is approximately 1.8302 million CNY [3]

Core Points - The stock price of Baihehua increased by 2.23% on November 11, reaching 16.94 CNY per share, with a trading volume of 282 million CNY and a turnover rate of 4.15% [1] - Baihehua's stock has risen 85.14% year-to-date, but has seen a decline of 12.64% over the last five trading days [2] - The company has been listed on the Longhu list five times this year, with the most recent occurrence on November 5, where it recorded a net buy of -1.7464 million CNY [2] Company Overview - Baihehua Group Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on August 11, 1995, with its listing date on December 20, 2016 [2] - The company's main business involves the research, production, sales, and service of organic pigments, intermediates, and pearlescent pigments, with revenue composition being 89.33% from pigments, 9.60% from intermediates, and 1.06% from others [2] - Baihehua belongs to the Shenwan industry classification of basic chemicals - chemical products - coatings and inks, and is associated with concepts such as small-cap, lithium batteries, dyes and coatings, share buybacks, and sodium batteries [2] Financial Performance - As of September 30, 2025, Baihehua reported a revenue of 1.638 billion CNY, a year-on-year decrease of 8.58%, and a net profit attributable to shareholders of 135 million CNY, down 5.84% year-on-year [2] - The company has distributed a total of 563 million CNY in dividends since its A-share listing, with 191 million CNY distributed over the last three years [3] - As of September 30, 2025, the number of shareholders decreased by 24.69% to 18,800, while the average circulating shares per person increased by 32.78% to 21,813 shares [2]

Group 1 - The core point of the article highlights the recent decline in the stock price of Baihehua, which fell by 5.04% to 16.38 CNY per share, with a trading volume of 480 million CNY and a turnover rate of 7.00%, resulting in a total market capitalization of 6.82 billion CNY [1] - Baihehua Group Co., Ltd. is located in Hangzhou, Zhejiang Province, established on August 11, 1995, and listed on December 20, 2016. The company's main business involves the research, production, sales, and service of organic pigments, intermediates, and pearlescent pigments, with revenue composition being 89.33% from pigments, 9.60% from intermediates, and 1.06% from others [1] Group 2 - From the perspective of the top ten circulating shareholders, Southern Fund has a fund that ranks among Baihehua's top ten circulating shareholders. The Southern Zhihong Mixed A Fund (020645) entered the top ten in the third quarter, holding 2.1788 million shares, accounting for 0.53% of circulating shares, with an estimated floating loss of approximately 1.8955 million CNY [2] - The Southern Zhihong Mixed A Fund (020645) was established on August 2, 2024, with a latest scale of 325 million CNY. Year-to-date returns are 32.78%, ranking 2676 out of 8219 in its category; the one-year return is 35.13%, ranking 1625 out of 8125; and since inception, the return is 50.17% [2] Group 3 - The fund manager of Southern Zhihong Mixed A (020645) is Jin Lanfeng, who has a cumulative tenure of 4 years and 175 days. The current total asset scale of the fund is 1.589 billion CNY, with the best fund return during the tenure being 50.17% and the worst being 7.69% [3] - In terms of the fund's top holdings, Southern Zhihong Mixed A (020645) holds 2.1788 million shares of Baihehua, which constitutes 4.27% of the fund's net value, making it the third-largest holding, with an estimated floating loss of approximately 1.8955 million CNY [4]

Core Viewpoint - On November 7, Baihehua's stock price dropped by 5.12%, reaching 17.22 CNY per share, with a trading volume of 657 million CNY and a turnover rate of 9.04%, resulting in a total market capitalization of 7.17 billion CNY [1]. Company Overview - Baihehua Group Co., Ltd. is located in Qiantang New District, Hangzhou, Zhejiang Province, established on August 11, 1995, and listed on December 20, 2016. The company's main business involves the research, production, sales, and service of organic pigments, intermediates, and pearlescent pigments. The revenue composition is as follows: pigments account for 89.33%, intermediates 9.60%, and others 1.06% [1]. Shareholder Information - Among Baihehua's top ten circulating shareholders, a fund under Southern Fund ranks as a significant holder. The Southern Zhihong Mixed A Fund (020645) entered the top ten circulating shareholders in the third quarter, holding 2.1788 million shares, which represents 0.53% of the circulating shares. The estimated floating loss today is approximately 2.0262 million CNY [2]. Fund Performance - The Southern Zhihong Mixed A Fund (020645) has a current scale of 325 million CNY. Year-to-date, it has achieved a return of 33.76%, ranking 2645 out of 8148 in its category. Over the past year, the return is 36.24%, ranking 1769 out of 8053. Since its inception, the fund has returned 51.28% [2]. - The fund manager, Jin Lanfeng, has been in the position for 4 years and 172 days, with a total asset scale of 1.589 billion CNY. The best return during his tenure is 51.28%, while the worst is 8.88% [2]. Fund Holdings - The Southern Zhihong Mixed A Fund (020645) has a significant position in Baihehua, holding 2.1788 million shares, which constitutes 4.27% of the fund's net value, making it the third-largest holding. The estimated floating loss today is approximately 2.0262 million CNY [3].

Group 1 - The stock of Baihehua rose by 5.85%, reaching 18.47 CNY per share, with a trading volume of 414 million CNY and a turnover rate of 5.68%, resulting in a total market capitalization of 7.69 billion CNY [1] - Baihehua Group Co., Ltd. is located in Hangzhou, Zhejiang Province, established on August 11, 1995, and listed on December 20, 2016. The company's main business involves the research, production, sales, and service of organic pigments, intermediates, and pearlescent pigments [1] - The revenue composition of Baihehua's main business includes pigments at 89.33%, intermediates at 9.60%, and others at 1.06% [1] Group 2 - Southern Fund's Southern Zhihong Mixed A (020645) fund entered the top ten circulating shareholders of Baihehua in the third quarter, holding 2.1788 million shares, which accounts for 0.53% of the circulating shares [2] - The estimated floating profit for the fund today is approximately 2.2223 million CNY [2] - Southern Zhihong Mixed A (020645) was established on August 2, 2024, with a latest scale of 325 million CNY, and has achieved a year-to-date return of 33.27%, ranking 2399 out of 8149 in its category [2] Group 3 - The fund manager of Southern Zhihong Mixed A is Jin Lanfeng, who has a cumulative tenure of 4 years and 171 days, with the total asset scale of the fund at 1.589 billion CNY [3] - During his tenure, the best fund return was 51.3%, while the worst return was 8.67% [3] Group 4 - Southern Zhihong Mixed A holds Baihehua as its third-largest heavy stock, with 2.1788 million shares, accounting for 4.27% of the fund's net value [4] - The estimated floating profit for the fund today is approximately 2.2223 million CNY [4]

Core Viewpoint - The stock of Baihehua (603823) experienced a limit down on the trading day, with a significant turnover rate and net selling from brokerage seats, indicating potential investor concerns about the company's performance [2][3]. Trading Performance - Baihehua's stock fell by 10.24% on the day, leading to a trading volume of 10.40 billion yuan and a turnover rate of 14.19% [2]. - The stock has been on the龙虎榜 (Dragon and Tiger List) five times in the past six months, with an average price increase of 4.82% the day after being listed and an average decline of 1.97% over the following five days [2]. Financial Performance - For the first three quarters, Baihehua reported a revenue of 1.638 billion yuan, a year-on-year decrease of 8.58%, and a net profit of 135 million yuan, down 5.84% year-on-year [3]. Capital Flow - On the trading day, the stock saw a net outflow of 85.7685 million yuan in principal funds, with large orders contributing to a significant portion of this outflow [2]. - Over the past five days, the total net outflow of principal funds reached 152 million yuan [2]. Major Trading Seats - The top buying brokerage seat was 恒泰证券股份有限公司杭州婺江路证券营业部, with a purchase amount of 28.2272 million yuan, while the largest selling seat was 爱建证券有限责任公司深圳分公司, with a selling amount of 25.7627 million yuan [3][4].

Core Viewpoint - The stock of Baihehua Group has experienced significant fluctuations, with a cumulative increase of 41.43% over 30 trading days, raising concerns about potential market speculation and trading risks [2][8]. Financial Performance - For Q3 2025, the company reported revenue of 512,449,095.81 yuan, a decrease of 10.19% year-on-year [2][8]. - The net profit attributable to shareholders was 35,896,184.45 yuan, down 17.72% compared to the same period last year [2][8]. Stock Trading Activity - The stock price increased by over 20% cumulatively over three consecutive trading days (October 30, 31, and November 3, 2025), which is classified as abnormal trading activity [2][8]. - On November 4, 2025, the stock price hit the daily limit again, indicating continued volatility [2][8]. Shareholder Actions - The actual controller, Chen Lirong, planned to reduce his holdings by up to 2,900,000 shares but exceeded this plan by 160,000 shares due to an operational error [6][7]. - On November 3, 2025, Chen Lirong repurchased 160,000 shares to correct the previous over-reduction, with the transaction amounting to 2,739,200.00 yuan at a price of 17.12 yuan per share [7]. Company Operations - The company confirmed that its production and operational conditions remain normal, with no significant changes in the internal or external business environment [3][4]. - There are no undisclosed major events or information that could impact the company's stock price [4][5].

百合花集团股份有限公司 证券代码：603823 证券简称：百合花 公告编号：2025-043 股票交易风险提示公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： ●公司股票于 2025 年 10 月 30 日、10 月 31 日及 11 月 3 日连续三个交易日 内日收盘价格涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》的有 关规定，属于股票交易异常波动。2025 年 11 月 4 日公司股价再次涨停。敬请广 大投资者注意二级市场交易风险，理性决策，审慎投资。 ●公司 2025 年第三季度实现营业收入 512,449,095.81 元，比上年同期减少 10.19%；实现归属于上市公司股东的净利润 35,896,184.45 元，比上年同期减少 17.72%。敬请广大投资者注意公司经营风险。 ●截止 2025 年 11 月 4 日收盘，公司股价连续 30 个交易日内的累计涨幅为 41.43%，远高于行业指数相关指标。公司股价短期涨幅较大，可能存在炒作风险， 敬请投资者注意二级市场交易风险。 ● ...