天眼查资料显示，上纬新材成立于2000年10月25日，注册资本40336.1728万人民币，法定代表人蔡朝 阳，注册地址为上海市松江区松胜路618号。主营业务为新材料的研发、生产与销售。 目前，公司董事长为蔡朝阳，董秘为李姵仪，员工人数为364人。 公司参股公司8家，包括上纬兴业股份有限公司、上纬（江苏）新材料有限公司、上纬（天津）风电材 料有限公司、上纬（香港）投资有限公司、Swancor Ind（M）SDN.BHD.等。 在业绩方面，公司2022年至2024年营业收入分别为18.60亿元、14.00亿元和14.94亿元，同比分别增 长-10.27%、-24.74%和6.73%。归母净利润分别为8414.59万元、7094.21万元和8868.14万元，归母净利 润同比增长分别为569.04%、-15.69%和25.01%。同期，公司资产负债率分别为37.14%、31.79%和 35.18%。 雷达财经 文|冯秀语 编|李亦辉 8月5日，上纬新材（证券代码：688585）发布股票交易风险提示公告，指出公司股票价格自2025年7月9 日至2025年8月5日累计上涨1,320.05%，期间多次触及股票交易异常波 ...

同日晚间，上纬新材公告称，公司的股票价格自7月9日至8月5日累计上涨1320.05%，期间多次触及股票 交易异常波动及严重异常波动情形。 上交所指出，部分投资者在交易该股过程中存在影响市场正常交易秩序、误导投资者正常交易决策的异 常交易行为， 上交所依规对相关投资者采取了暂停账户交易的自律监管措施。上交所再次提醒投资者关 注风险，审慎参与，合规交易。 上纬新材公告称，目前，公司的主营业务仍为环保高性能耐腐蚀材料、风电叶片用材料、新型复合材料 以及循环经济材料的研发、生产及销售，未发生重大变化；生产经营未发生重大变化；市场环境或行业 政策未发生重大调整；生产成本和销售等情况未出现重大变化。 上纬新材公告称， 未来，如果公司的股票价格进一步上涨，公司可能再次向上海证券交易所申请连续停 牌核查，投资者参与交易可能面临较大风险。 "公司的基本面未发生重大变化，但股票价格已严重脱离基本面。"上纬新材公告称，公司2025年上半年 的净利润较上年同期下滑，市盈率显著高于行业平均水平。 截至2025年8月5日，上纬新材收盘价为110.48元/股，根据中证指数有限公司发布的数据，上纬新材最新 市盈率为502.51倍，最新滚动市 ...

Core Viewpoint - The fundamental situation of the company has not changed significantly, but the recent stock trading price has severely deviated from the current fundamentals, indicating that investors may face considerable market risks [3]. Group 1: Stock Performance and Market Reaction - On August 5, 2025, the stock of Upwind New Materials (688585.SH) resumed trading, closing at 110.48 CNY per share, with a trading volume of 2.32 billion CNY and a turnover rate of 5.74%, resulting in a total market capitalization of 44.5 billion CNY. The stock has increased by 1565.65% year-to-date [3][5]. - The stock price experienced a cumulative increase of 1083.42% from July 9 to July 30, 2025, significantly outperforming related indices during the same period [7]. - The company recorded an "11 consecutive limit-up" trading pattern, with a 20% price increase on July 23, 2025, marking 11 consecutive trading days of price limits [6][7]. Group 2: Valuation Metrics - As of July 30, 2025, the closing price was 92.07 CNY per share, with a price-to-earnings (P/E) ratio of 418.77 times, and a rolling P/E ratio of 400.24 times. This is significantly higher than the industry average P/E ratio of 24.65 times for the chemical raw materials and chemical products sector [7]. Group 3: Investor Sentiment and Market Dynamics - Investor enthusiasm for Upwind New Materials has been fueled by optimistic expectations regarding the robotics sector, particularly following the acquisition of controlling interest by Zhiyuan Robotics [5][8]. - Some investors may be engaging in short-term speculative trading, influenced by market sentiment and price limit effects, which has contributed to the rapid increase in stock price [8].

Group 1 - The State Council issued opinions on gradually promoting free preschool education, starting from the autumn semester of 2025, exempting public kindergarten tuition fees for children in their last year [2] - The People's Bank of China and seven departments released guidelines to support new industrialization, focusing on enhancing financial services for emerging industries and promoting multi-level capital market financing [3] - The National Health Commission and 16 departments launched the "Healthy China Action - Healthy Environment Promotion Action Implementation Plan (2025-2030)" to advance the construction of a beautiful and healthy China [3] Group 2 - In July, the China Logistics and Purchasing Federation reported a logistics industry prosperity index of 50.5%, indicating continued expansion in logistics demand despite adverse weather conditions [4] - The China Electromechanical Products Import and Export Chamber opposed unfair competition in the photovoltaic industry, particularly regarding exports below cost [4] - The Shanghai Development and Reform Commission announced that all new energy power generation will participate in market trading by the end of 2025, impacting pricing mechanisms [4] Group 3 - A-share company Upwind New Materials may apply for a continuous suspension of trading if stock prices rise further [6] - Dongjie Intelligent reported no significant changes in production and operations [6] - Muyuan Foods reported a revenue of 11.639 billion yuan from pig sales in July, a year-on-year decrease of 10.41% [6] - Vanke A received a loan of up to 1.681 billion yuan from Shenzhen Metro Group [6] - Ruoyuchen plans to issue H-shares and list on the Hong Kong Stock Exchange [6] - Anker Detection's controlling shareholder changed to Xirui Technology, and the stock resumed trading [6] - Daodaquan's controlling shareholder plans to increase its stake by 50 million to 100 million yuan [6] - Sanjiang Shopping will not renew its cooperation agreement with Hema Fresh after it expires [6] - Yinglian Co. signed a strategic cooperation agreement with a well-known cylindrical battery company [6] - Lianhuan Pharmaceutical's LH-1801 project is not expected to significantly impact revenue and operating performance in the near term [6]

Group 1: Company Announcements - Debang Technology announced that the National Integrated Circuit Fund plans to reduce its holdings by no more than 4.2672 million shares, which is up to 3% of the company's total share capital due to its own financial arrangements [2] - Shuangliang Energy plans to increase capital in its wholly-owned subsidiary Silicon Materials Company and Hengli Crystal Silicon by no more than 2 billion yuan, with 1.2 billion yuan for Silicon Materials and 800 million yuan for Hengli Crystal Silicon [3] - Yibai Pharmaceutical received a suspension notice from the Guizhou Provincial Drug Administration, which stated that the company must halt the production and sale of its children's cough syrup due to certain compliance issues [3] Group 2: Financial Performance - Zhongke Shuguang reported a 29.89% year-on-year increase in net profit for the first half of 2025, with total revenue of 5.854 billion yuan, up 2.49% [3] - Zhongke Shuguang's net profit attributable to shareholders, excluding non-recurring gains and losses, was 585 million yuan, reflecting a growth rate of 59.66% compared to the previous year [3] - Several companies reported significant profit growth, including Zhongchong Co. with a 42.56% increase in net profit, and Dongmu Co. with a 37.61% increase [8] Group 3: Shareholder Actions - Han Yanzhen, a major shareholder of Chenxin Pharmaceutical, plans to reduce his holdings by no more than 1.358 million shares, which is up to 3% of the company's total share capital [4][5] - Anker Detection announced a change in its controlling shareholder to Xirui Technology, with the stock resuming trading on August 6, 2025 [5] Group 4: Strategic Partnerships and Agreements - Sanjiang Shopping announced that it will not renew its cooperation agreement with Hema after it expires on March 31, 2026, which may impact sales at Hema stores in Ningbo [6] - Guangdong Electric Power A plans to issue an asset-backed special plan (similar to REITs) with a scale of no more than 3.801 billion yuan, using its subsidiary's assets as the underlying assets [7]

核查完成后，上纬新材（688585.SH）股价再度涨停。 8月5日收盘，上纬新材股价再度上涨20%至110.48元/股，首度跻身百元股，总市值达到446亿元，是埃 斯顿、越疆机器人市值的两倍有余，超过了优必选（总市值419亿元人民币，下同），紧逼石头科技 （总市值462亿元）和九号公司-WD（总市值469亿元）。 此前，上纬新材公告，智元机器人的运营主体以及核心团队拟至少收购上市公司合计63.62%股份，并 成为控股股东。 尽管智元机器人承诺，不会借壳上市，但在具身概念加持之下，上纬新材还是成为A股2025年以来首只 10倍股。截至目前，公司动态市盈率高达480倍，已经完全脱离基本面。 同时，上纬新材还公告，预计2025年上半年归属于上市公司股东的净利润2990.04万元，较上年同期减 少32.91%。而这或将导致上纬新材难以完成现控股股东做出的业绩承诺。 业绩下滑隐患 根据此前公告，智元机器人相关主体在收购上纬新材控制权的过程中，曾与交易对手SWANCOR萨摩 亚、上纬创投等（上纬新材现控股股东）一方签订协议，约定业绩承诺及补偿条款。 SWANCOR萨摩亚等承诺，2025年至2027年，上纬新材归母净利润应 ...

21世纪经济报道记者 杨坪 深圳报道 核查完成后，上纬新材（688585.SH）股价再度涨停。 8月5日收盘，上纬新材股价再度上涨20%至110.48元/股，首度跻身百元股，总市值达到446亿元，是埃 斯顿、越疆机器人市值的两倍有余，超过了优必选（总市值419亿元人民币，下同），紧逼石头科技 （总市值462亿元）和九号公司-WD（总市值469亿元）。 此前，上纬新材公告，智元机器人的运营主体以及核心团队拟至少收购上市公司合计63.62%股份，并 成为控股股东。 根据上纬新材最新披露的业绩预告，2025年上半年，上纬新材虽然预计营业收入同比增长了 12.5%至为 7.84 亿元，但预计实现归属于上市公司股东的净利润仅2990.04万元，较上年同期减少32.91%，预计扣 非净利润2604.14万元，较上年同期减少37.02%。 按此测算，上纬新材2025年二季度的归母净利润和扣非净利润预计分别仅734.98万元、479.53万元。 尽管智元机器人承诺，不会借壳上市，但在具身概念加持之下，上纬新材还是成为A股2025年以来首只 10倍股。截至目前，公司动态市盈率高达480倍，已经完全脱离基本面。 同时，上纬新材还 ...

Core Viewpoint - The stock of Upwind New Materials (688585) has experienced significant volatility, with a cumulative increase of 1320.05% from July 9 to August 5, 2025, prompting regulatory warnings and potential trading suspensions due to disconnection from fundamental performance [1][2]. Group 1: Stock Performance - Upwind New Materials' stock price reached 110.48 yuan per share, with a total market capitalization of 44.56 billion yuan, reflecting a year-to-date increase of 1566.62% [2]. - The stock achieved a tenfold increase on July 28, 2025, with a cumulative rise of 1095.81%, and transitioned from a "tenfold stock" to a "fifteenfold stock" in just three trading days [2]. Group 2: Company Background - Upwind New Materials is a major supplier of environmentally friendly corrosion-resistant resins, focusing on high-performance corrosion-resistant materials, wind turbine blade materials, new composite materials, and circular economy materials [5]. - The company was listed in 2020 at a price of 2.49 yuan per share, with an initial market capitalization of 1 billion yuan, but has shown unstable operating performance and stock price fluctuations since then [5]. Group 3: Recent Developments - On July 8, 2025, Upwind New Materials announced that Zhiyuan Robotics acquired at least 63.62% of its shares through a combination of agreement transfer and tender offer [6]. - Zhiyuan Robotics, established in February 2023, has completed 13 rounds of financing and has a valuation of approximately 15 billion yuan as of March 24, 2025 [6].

新闻延伸 据智通财经报道，公开资料显示，上纬新材料科技股份有限公司创立于2000年，法定代表人是蔡朝阳， 新材料事业总部设在上海，在上海、天津、江苏、中国台湾南投、马来西亚等地均建有工厂。其主营业 务为环保高性能耐腐蚀材料、风电叶片用材料、新型复合材料以及循环经济材料的研发、生产及销售。 智通财经 8月5日晚间，上纬新材再次发布股票交易风险提示公告称，目前公司基本面未发生重大变化，公司股票 交易价格已严重脱离基本面；如公司股价进一步上涨，公司可能再次申请连续停牌核查。 上纬新材已连续11次揭示股票交易风险，提示股票价格脱离当前基本面风险、业绩下滑风险、收购方在 未来十二个月没有资产注入等明确安排、换手率显著高于前期水平、公司外部流通盘较小、市盈率显著 高于同行业水平等风险，并自7月31日至8月4日停牌核查3个交易日。此外，7月25日、8月1日和8月5 日，上交所连续3次点名上纬新材，声明对公司股票进行重点监控。 智元机器人在具身智能领域备受关注，有腾讯、京东等科技公司资本加持，其核心团队还包括原华为 "天才少年" 彭志辉（稚晖君）。市场由此憧憬智元机器人借壳上市，上纬新材将从传统材料商转型为 "人形机器人平台 ...

（文章来源：中国基金报） 上纬新材(688585)近期多次出现严重异常波动情形，公司已多次发布风险提示公告，提请广大投资者审 慎投资，注意投资风险。近日，该股股价继续大幅波动，部分投资者在交易该股过程中存在影响市场正 常交易秩序、误导投资者正常交易决策的异常交易行为，上交所依规对相关投资者采取了暂停账户交易 的自律监管措施。上交所再次提醒投资者关注风险，审慎参与，合规交易。 ...