Group 1 - A total of 67 stocks experienced block trading on September 15, with a total transaction value of 2.22 billion yuan [1] - The top three stocks by transaction value were Hangzhou Steel (2.5 billion yuan), Guangqi Technology (2.23 billion yuan), and Demingli (2.04 billion yuan) [1] - Among the stocks, 10 were traded at par, 4 at a premium, and 53 at a discount; Zhejiang Meida, SF Holding, and HNA Technology had the highest premium rates of 9.04%, 7.06%, and 1.35% respectively [1] Group 2 - The top stocks by institutional buying were Hangzhou Steel (250 million yuan), Jiangsu Leili (198 million yuan), and Haiguang Information (106 million yuan) [2] - Other notable institutional purchases included Caida Securities (63.6 million yuan), BGI (25 million yuan), and Ningde Times (20.9 million yuan) [2] Group 3 - The top stocks by institutional selling included Xinyi Technology (21 million yuan), Ningde Times (20.9 million yuan), and BYD (20.8 million yuan) [3]

Group 1 - On September 15, 2025, Fule New Materials conducted a block trade of 226,000 shares, with a transaction amount of 7.0331 million yuan, accounting for 0.75% of the total transaction volume for the day [1] - The transaction price was 31.12 yuan, which represents a discount of 9.01% compared to the market closing price of 34.2 yuan [1] Group 2 - The block trade involved multiple transactions, with the largest being 298.75 thousand yuan executed by CITIC Securities at its headquarters [2] - Other transactions included amounts of 202.28 thousand yuan, also executed by CITIC Securities and other institutions [2]

Group 1 - The core viewpoint of the news is that Fulei New Materials has seen a significant stock price increase of 5.2%, reaching 32.80 CNY per share, with a trading volume of 284 million CNY and a turnover rate of 3.21%, resulting in a total market capitalization of 9.191 billion CNY [1] - Fulei New Materials, established on June 8, 2009, and listed on May 13, 2021, specializes in the research, production, and sales of functional coating composite materials [1] - The main revenue composition of Fulei New Materials includes: 46.65% from advertising inkjet printing materials, 31.42% from label printing materials, 9.17% from other sources, 6.94% from functional base films, 3.95% from electronic-grade functional materials, and 1.86% from other supplementary materials [1] Group 2 - From the perspective of fund holdings, the Tongtai Fund has a significant position in Fulei New Materials, with its Tongtai Competitive Advantage Mixed A Fund holding 86,500 shares, accounting for 4.07% of the fund's net value, making it the ninth largest holding [2] - The Tongtai Competitive Advantage Mixed A Fund, established on April 27, 2020, has a latest scale of 14.0091 million CNY and has achieved a year-to-date return of 49.44%, ranking 863 out of 8174 in its category [2] - The fund manager, Wang Xiu, has been in charge for 1 year and 227 days, with the fund's total asset size at 451 million CNY, achieving the best return of 174.38% and the worst return of 24.65% during his tenure [2]

Market Performance - The plastic sector increased by 1.5% compared to the previous trading day, with Shangwei New Materials leading the gains [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Top Gainers in Plastic Sector - Shangwei New Materials (688585) closed at 90.01, up 12.57%, with a trading volume of 119,200 shares and a transaction value of 1.036 billion [1] - Hangzhou High-tech (300478) closed at 22.26, up 11.52%, with a trading volume of 184,800 shares and a transaction value of 393 million [1] - Fula New Materials (605488) closed at 34.30, up 10.01%, with a trading volume of 216,700 shares and a transaction value of 718 million [1] Decliners in Plastic Sector - Jundingda (301538) closed at 93.75, down 4.63%, with a trading volume of 40,500 shares and a transaction value of 383 million [2] - Henghe Precision (300539) closed at 37.58, down 3.86%, with a trading volume of 176,700 shares and a transaction value of 666 million [2] - Ruifeng High Materials (300243) closed at 11.78, down 3.68%, with a trading volume of 137,700 shares and a transaction value of 163 million [2] Capital Flow Analysis - The plastic sector experienced a net outflow of 250 million from institutional investors, while retail investors saw a net inflow of 329 million [2][3] - Major stocks like Jinfatech (600143) had a net inflow of 24.4 million from institutional investors, while Fula New Materials (605488) saw a net inflow of 173 million [3] - Retail investors showed a net outflow in several stocks, including Fula New Materials and Shangwei New Materials, indicating mixed sentiment [3]

Market Overview - The Shanghai Composite Index closed at 3870.60 points, slightly above the six-month moving average, with a change of -0.12% [1] - The total trading volume of A-shares reached 25,483.12 billion yuan [1] Stocks Breaking the Six-Month Line - A total of 50 A-shares have surpassed the six-month moving average today, with notable stocks including Shanghai Construction, Yihualu, and Runjian Shares, showing divergence rates of 9.89%, 9.08%, and 9.07% respectively [1] - Stocks with smaller divergence rates that just crossed the six-month line include Zhuhai Port, Zhongzhou Special Materials, and Nanjing Chemical Fiber [1] Top Performers - Shanghai Construction (600170) saw a price increase of 9.96% with a turnover rate of 6.20% and a divergence rate of 9.89% [1] - Yihualu (300212) increased by 10.90% with a turnover rate of 12.71% and a divergence rate of 9.08% [1] - Runjian Shares (002929) rose by 9.99% with a turnover rate of 10.76% and a divergence rate of 9.07% [1] Additional Notable Stocks - Other significant gainers include Huafu Times (600169) with a 10.08% increase and a divergence rate of 7.82%, and Shang (002042) with a 10.06% increase and a divergence rate of 7.70% [1] - The stock of Fule New Materials (605488) rose by 10.01% with a divergence rate of 6.93% [1] Stocks with Lower Divergence Rates - Stocks like Zhonghuan Hailu (301040) and Baitong Energy (001376) showed increases of 1.91% and 1.55% respectively, with divergence rates of 1.09% and 1.00% [2] - Longyuan Construction (600491) increased by 1.91% with a divergence rate of 0.97% [2]

Group 1 - The company announced the convening of the 12th meeting of the third board of directors on July 1, 2025, and the second extraordinary general meeting of shareholders on July 30, 2025, to review the proposal regarding changes in registered capital and the cancellation of the supervisory board [2] - The company has recently completed the business change registration procedures and obtained a new business license issued by the Zhejiang Provincial Market Supervision Administration [2]

| 证券代码：605488 | 证券简称：福莱新材 | 公告编号：临 2025-123 | | --- | --- | --- | | 债券代码：111012 | 债券简称：福新转债 | | 浙江福莱新材料股份有限公司 关于完成工商变更登记并换发营业执照的公告 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法律责任。 一、基本情况 浙江福莱新材料股份有限公司（以下简称"公司"）于 2025 年 7 月 1 日召开 第三届董事会第十二次会议，于 2025 年 7 月 30 日召开 2025 年第二次临时股东 大会，审议通过《关于变更注册资本、取消监事会并修订<公司章程>的议案》。 具体内容详见公司于 2025 年 7 月 2 日在上海证券交易所网站（www.sse.com.cn） 及指定信息披露媒体披露的《福莱新材关于变更注册资本、取消监事会并修订< 公司章程>及相关制度的公告》。 二、进展情况 公司于近日完成了工商变更登记手续，并取得了由浙江省市场监督管理局换 发的《营业执照》，本次变更后的工商登记的基本信息如下： 名称：浙江福莱新材料 ...

9月10日，福莱新材盘中上涨2.04%，截至13:05，报31.53元/股，成交1.34亿元，换手率1.56%，总市值 88.35亿元。 资金流向方面，主力资金净流出685.44万元，特大单买入787.93万元，占比5.89%，卖出829.91万元，占 比6.20%；大单买入2633.91万元，占比19.67%，卖出3277.38万元，占比24.48%。 福莱新材所属申万行业为：基础化工-塑料-膜材料。所属概念板块包括：小盘、专精特新、机器人概 念、电子皮肤、传感器等。 截至6月30日，福莱新材股东户数2.84万，较上期增加16.15%；人均流通股9760股，较上期增加 20.58%。2025年1月-6月，福莱新材实现营业收入13.34亿元，同比增长15.40%；归母净利润5093.48万 元，同比减少19.58%。 分红方面，福莱新材A股上市后累计派现2.43亿元。近三年，累计派现1.22亿元。 机构持仓方面，截止2025年6月30日，福莱新材十大流通股东中，前海开源嘉鑫混合A（001765）位居 第八大流通股东，持股132.79万股，为新进股东。鹏华碳中和主题混合A（016530）退出十大流通股东 之列。 ...

浙江福莱新材料股份有限公司 简式权益变动报告书 浙江福莱新材料股份有限公司 简式权益变动报告书 上市公司名称：浙江福莱新材料股份有限公司 股票上市地点：上海证券交易所 股票简称：福莱新材 股票代码：605488 信息披露义务人一：夏厚君 住所：上海市*** 通讯地址：上海市*** 四、截至本报告书签署之日，除本报告书披露的信息外，上述信息披露义务 人没有通过任何其他方式主动增加或减少其在福莱新材中拥有权益的股份。 五、本次权益变动是根据本报告书所载明的资料进行的。除本报告书披露的 信息外，信息披露义务人没有委托或者授权其它任何人提供未在本报告书中列载 的信息和对本报告书做出任何解释或者说明。 信息披露义务人二：嘉兴市进取企业管理合伙企业（有限合伙） 住所：浙江省嘉兴市嘉善县姚庄镇振兴路 380-10 号 2 单元 2307 室 通讯地址：浙江省嘉兴市嘉善县姚庄镇振兴路 380-10 号 2 单元 2307 室 股份变动性质：持股比例减少 签署日期：2025 年 9 月 8 日 浙江福莱新材料股份有限公司 简式权益变动报告书 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证券 ...

| 证券代码：605488 | 证券简称：福莱新材 | 公告编号：临 | 2025-122 | | --- | --- | --- | --- | | 债券代码：111012 | 债券简称：福新转债 | | | 浙江福莱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 5%整倍数的提示性公告 控股股东夏厚君及其一致行动人嘉兴市进取企业管理合伙企业（有限合伙）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。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ | | 比例减少√ | | --- | --- | --- | --- | | 权益变动前合计比例 | 50.35% | | | | 权益变动后合计比例 | 50.00% | | | | 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√ | | | | √控股股东/实际控制人及其一致行动人 | | --- | --- | | | □其他 5%以上大 ...