上纬新材盘初拉升涨超10%，成交额超4.6亿元。 ...

证券代码：688585 证券简称：上纬新材 公告编号：2025-073 （公告编号：2025-031）。金风投控拟通过集中竞价及大宗交易的方式减持 其所持有的公司股份合计不超过 12,100,851 股，即不超过公司总股本的 3.00%。 动报告书（金风投控）》，金风投控与上海致远新创科技设备合伙企业（有限合伙） （简称"致远新创合伙"）签署《关于上纬新材料科技股份有限公司之股份转让 协议》，致远新创合伙拟以协议转让的方式受让金风投控所持有的上纬新材 新材股份总数的 4.40%。截至本报告出具日，前述协议转让股份尚需取得上海证 券交易所的合规性确认意见并在中登公司上海分公司办理股份过户登记手续。 计减持公司的股份共计 48,428 股，累计减持股数占公司总股本比例为 0.01%。 《上纬新材简式权益变动报告书 （金风投控）》， 计减持公司的股份共计 1,584,368 股，累计减持股数占公司总股本比例为 0.39%。 的告知函》，截至 2025 年 8 月 28 日，金风投控通过集中竞价方式累计减持公司 股份 4,033,617 股，占公司总股本的 1%，本次减持计划已实施完毕。 一、减持主体减持前基本情况 ...

Core Viewpoint - The article highlights the remarkable performance of the stock company, Upwind New Materials (688585), which has achieved a staggering increase of 13.2 times in its stock price, making it the top-performing stock in the A-share market this year [2]. Group 1: Stock Performance - Upwind New Materials experienced its first 20% daily limit increase on July 9, followed by ten consecutive limit increases, peaking at 110.48 yuan on August 5 [2]. - The stock's price surge has resulted in a significant gain for major shareholder He Mingkun, whose holdings have appreciated to approximately 180 million yuan [2]. - He Mingkun's investment strategy involved a two-year period of accumulation before the stock's explosive growth, indicating a long-term investment approach [2][5]. Group 2: Shareholder Activity - He Mingkun entered the top ten shareholders of Upwind New Materials in Q4 2022, initially acquiring 932,100 shares, but the stock did not perform well immediately after his investment [3]. - Throughout 2023 and into 2024, He continued to increase his holdings, reaching 1,049,000 shares by Q3 2023 and 1,032,000 shares by Q1 2024 [3]. - His total investment cost for the two major accumulation phases was estimated to be under 18 million yuan, with current holdings valued at over 180 million yuan [5]. Group 3: Market Context - Despite the overall market rally during the "924" period, Upwind New Materials did not experience any limit increases, highlighting the volatility and unpredictability of stock performance [4]. - The article raises questions about whether He Mingkun has sold any shares to realize his profits, given the significant increase in stock value [6]. - In addition to Upwind New Materials, He Mingkun also invested in another stock, Di Ao Wei (688381), which has not performed as well as the semiconductor sector overall [6].

Core Viewpoint - The article highlights the remarkable performance of the stock of Upwind New Materials (688585), which has achieved a staggering increase of 13.2 times since its initial surge in July 2023, making it the top-performing stock in the A-share market this year [2][3]. Company Performance - Upwind New Materials specializes in the research, production, and sales of environmentally friendly high-performance corrosion-resistant materials, materials for wind turbine blades, and new composite materials [4]. - The stock price peaked at 110.48 yuan on August 5, 2023, after a series of consecutive trading halts, marking a significant rise from its initial public offering price of 20.49 yuan in September 2020 [2][5]. Investor Activity - Notable investor He Mingkun has gained significant attention for his substantial holdings in Upwind New Materials, having increased his stake to 2.1492 million shares by the second quarter of 2023, resulting in a market value of approximately 180 million yuan [3][9]. - He Mingkun's investment strategy involved a long-term accumulation of shares, with significant purchases made during periods of low stock performance, particularly in the fourth quarters of 2022 and 2024 [5][9]. Market Context - Despite the overall market rally in 2023, Upwind New Materials did not experience any trading halts during the "924" market surge, which saw many other stocks significantly increase in value [6][7]. - The article raises questions about whether He Mingkun has realized his profits from the stock's dramatic rise, as he has been a long-term holder through various market fluctuations [10].

Core Viewpoint - The article discusses the competitive landscape of humanoid robot companies in China, focusing on three leading firms: Zhiyuan Robotics, Yushu Technology, and Ubtech. It highlights their technological routes, commercialization progress, and market performance, indicating that while Zhiyuan and Yushu are thriving, Ubtech is lagging behind in both commercialization and technological iteration [2][4][5]. Group 1: Company Overview - Zhiyuan Robotics and Yushu Technology are recognized as the top players in the humanoid robot sector, with valuations exceeding 160 billion yuan and 120 billion yuan respectively, while Ubtech, despite being the first publicly listed humanoid robot company globally, shows signs of stagnation [2][4]. - Yushu Technology has successfully commercialized its humanoid robots H1 and G1, while Zhiyuan Robotics has built a comprehensive product lineup and is known for its ambitious development strategy [2][4]. Group 2: Commercialization Progress - Ubtech has established numerous strategic partnerships and announced the highest number of intent orders among humanoid robot companies, yet it remains in the proof of concept (POC) stage, with only 10 units expected to be delivered in 2024 [7][9]. - Yushu Technology has achieved over 1 billion yuan in annual revenue, with a significant portion coming from its humanoid robots, and anticipates delivering 1,500 units in 2024, marking a 3-4 times increase from previous years [13]. - Zhiyuan Robotics has diversified its product lines across various commercial applications, including entertainment, industrial manufacturing, and logistics, with projected revenues of around 1 billion yuan in 2024 [14]. Group 3: Technological Routes - Ubtech possesses a full-stack technology capability in humanoid robotics, including proprietary technologies like BrainNet 2.0 and Co-Agent, but lacks a competitive supply chain pricing advantage [11][12]. - Zhiyuan Robotics focuses on a comprehensive technology layout, including hardware and software integration, and has launched significant models like the Zhiyuan Qiyuan model GO [11]. - Yushu Technology emphasizes hardware and motion control, with a cautious approach to AI investments, and has recently introduced lower-priced models to capture market share [11][13]. Group 4: Market Performance - Ubtech's stock has seen significant fluctuations since its IPO, with a peak price of 328 HKD dropping to 93.7 HKD, reflecting a loss of investor confidence [15][16]. - Zhiyuan Robotics has successfully acquired a controlling stake in a listed company, enhancing its market position and financial backing for future growth [17][18]. - Yushu Technology's IPO process has garnered positive attention, with expectations of high market valuation, indicating strong investor interest in the humanoid robotics sector [20][21].

来源：e公司 8月28日晚间，上纬新材（688585）公告，当日，公司收到 金风投控 出具的《关于股份减持计划实 施完成的告知函》，截至8月28日， 金风投控 通过集中竞价方式累计减持公司股份403.36万股，占 公司总股本的1%，本次减持计划已实施完毕。 公告显示，本次减持计划实施前， 金风投控 持有上纬新材2180.08万股股份，占公司总股本的5.40%。 上述股票来源为上纬新材首次公开发行股票上市前持有的股份，且已于2021年9月28日起上市流通。 梳理 金风投控 本次减持脉络，今年5月21日，上纬新材披露了《上纬新材持股5%以上股东减持股份计划 公告》，金风投资拟通过集中竞价及大宗交易的方式减持其所持有的公司股份合计不超过1210.08万股， 即不超过公司总股本的3.00%。 7月9日，上纬新材公告，金风投控与致远新创合伙签署股份转让协议，致远新创合伙拟以协议转让的方 式受让金风投控所持有的上纬新材1776.7万股无限售条件流通股股份及其所对应的所有股东权利和权 益，占上纬新材股份总数的4.40%。不过，该协议转让股份尚需取得上交所的合规性确认意见并在中登公 司上海分公司办理股份过户登记手续。 这就意 ...

Core Viewpoint - As of August 28, no listed companies have disclosed any increase in shareholding, while 21 companies have announced share reductions by their shareholders [1]. Summary by Category Share Reduction Announcements - Keg Precision Machinery: Controlling shareholder plans to reduce holdings by up to 3% [2] - Oulu Tong: Controlling shareholder and actual controller's concerted action party plans to reduce holdings by up to 1.74% [2] - Nanmo Biology: Plans to reduce repurchased shares by up to 1% of total share capital [2] - Weike Technology: Three shareholders plan to transfer a total of 2.99% of total share capital [2] - Jino Medical: Shareholder plans to reduce holdings by up to 0.04% [2] - Zhejiang Shiyu: Controlling shareholder plans to reduce holdings by up to 2% [2] - Zhongke Tongda: Shareholder Wuhan Gaoke plans to reduce holdings by up to 1% [2] - Chunzong Technology: Multiple shareholders plan to reduce holdings by up to 2% [2] - Wantong Expressway: Shareholder China Merchants Highway plans to reduce holdings by up to 3% [2] - Tai Rui Machinery: Actual controller Zheng Jianguo plans to reduce holdings by up to 2.95% [2] - Haotong Technology: Actual controller Xia Jun and specific shareholder Xuzhou Botong plan to reduce holdings by up to 3% [2] - Changsheng Bearing: Some senior management plans to reduce holdings by up to 1.2% [2] - Dongtian Micro: Shareholder plans to reduce holdings by up to 0.57% [2] - Aojie Technology: Shareholder Ali Network plans to reduce holdings by up to 3% [2] - Bocheng Shares: Some directors and senior management plan to reduce holdings [2] - Rongtai Shares: Shareholder Tai'an Runtu plans to reduce holdings by up to 1.05% [2] - Shangwei New Materials: Jinfeng Investment Holdings has completed the reduction of 4.0336 million shares [2] - Zhongchu Logistics: Senior management member Chu Xuri plans to reduce holdings by up to 0.09% [2] - Hengsheng Energy: One of the actual controllers, Gan Shunxian, plans to reduce holdings by up to 2% [2] - Jinghua New Materials: Controlling shareholder plans to reduce holdings by up to 3.01% [2] - New Coordinates: Shareholder plans to reduce holdings by up to 1% [2]

Group 1 - The stock price of Shuangwei New Materials reached 87.61 yuan as of August 28, 2025, with an increase of 8.53 yuan, representing a rise of 10.79% [1] - The trading volume on that day was 1.732 billion yuan, with a turnover rate of 5.13% [1] - Shuangwei New Materials specializes in the research, production, and sales of high-performance composite materials and resins, which are widely used in wind power, rail transportation, and aerospace sectors [1] Group 2 - Jin Feng Investment Holdings reduced its stake by 4.0336 million shares between June 13 and August 28, 2025, accounting for 1% of the total share capital, and has completed its reduction plan [1] - After the reduction, Jin Feng Investment Holdings still holds 4.40% of the company's shares [1] - On August 28, the net inflow of main funds was 46.7424 million yuan, representing 0.13% of the circulating market value, while the net outflow over the past five days was 127 million yuan, accounting for 0.36% of the circulating market value [1]

证券代码：688585 证券简称：上纬新材 公告编号：2025-073 上纬新材料科技股份有限公司 股东减持计划完成暨减持股份结果公告 本公司董事会、全体董事及相关股东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、准确性和完整性依法承担法律 责任。 重要内容提示： 大股东持有的基本情况 本次减持计划实施前，金风投资控股有限公司（以下简称"金风投控"）持有 公司 21,800,883 股，占公司总股本的 5.40%。上述股票来源为公司首次公开发行 股票上市前持有的股份，且已于 2021 年 9 月 28 日起上市流通。 减持计划的实施结果情况 2025 年 5 月 21 日，公司披露了《上纬新材持股 5%以上股东减持股份计划 公告》（公告编号：2025-031）。金风投控拟通过集中竞价及大宗交易的方式减持 其所持有的公司股份合计不超过 12,100,851 股，即不超过公司总股本的 3.00%。 2025 年 7 月 9 日，公司披露了《上纬新材料科技股份有限公司简式权益变 动报告书（金风投控）》，金风投控与上海致远新创科技设备合伙企业（有限合伙） （简称"致远新创合伙"）签署 ...

Market Performance - The plastic sector increased by 1.55% compared to the previous trading day, with Shangwei New Materials leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Top Gainers in Plastic Sector - Shangwei New Materials (688585) closed at 87.61, up 10.79% with a trading volume of 206,700 shares and a transaction value of 1.732 billion [1] - Dongcai Technology (601208) closed at 19.40, up 9.98% with a trading volume of 1,260,700 shares and a transaction value of 2.374 billion [1] - Wankai New Materials (301216) closed at 17.32, up 5.61% with a trading volume of 261,900 shares and a transaction value of 444 million [1] Market Capital Flow - The plastic sector experienced a net outflow of 685 million from institutional investors, while retail investors saw a net inflow of 563 million [2] - The overall market showed a mixed trend with significant movements in individual stocks, indicating varied investor sentiment [2] Individual Stock Capital Flow - Dongcai Technology had a net inflow of 306 million from institutional investors, but a net outflow of 15.4 million from retail investors [3] - Shangwei New Materials saw a net inflow of 46.74 million from institutional investors, with retail investors experiencing a net outflow of 31.81 million [3] - Anli Co. (300218) had a net inflow of 11.4 million from institutional investors, while retail investors faced a net outflow of 81.15 million [3]