昨日基金共对10家公司进行调研，扎堆调研晶晨股份、威力传动、海优新材等。 证券时报·数据宝统计，11月24日共17家公司被机构调研，按调研机构类型看，基金参与10家公司的调 研活动，其中，5家以上基金扎堆调研公司共6家。晶晨股份最受关注，参与调研的基金达35家；威力传 动、海优新材等分别获19家、8家基金集体调研。 基金参与调研的公司中，按所属板块统计，深市主板公司有5家，创业板公司有3家，科创板公司有2 家。 从基金调研公司的A股总市值统计，总市值在500亿元以上的共有1家，其中总市值超千亿元的有潍柴动 力等，总市值不足100亿元的有6家，分别是达意隆、永东股份、海优新材等。 市场表现上，基金调研股中，近5日上涨的有2只，涨幅居前的有晶晨股份、永东股份等，涨幅为 15.68%、3.35%；下跌的有8只，跌幅居前的有海优新材、美瑞新材、众生药业等，跌幅为14.83%、 10.52%、9.20%。（数据宝） 11月24日基金调研公司一览 （文章来源：证券时报网） | 代码 | 简称 | 基金家数 | 最新收盘价（元） | 近5日涨跌幅（%） | 行业 | | --- | --- | --- | --- | -- ...

Core Points - Haiyou New Materials (688680.SH) experienced a stock price decline of 4.84%, closing at 41.12 yuan [1] - The company went public on the Shanghai Stock Exchange's Sci-Tech Innovation Board on January 22, 2021, with an initial offering price of 69.94 yuan per share [1] - Haiyou New Materials raised a total of 1.469 billion yuan through its IPO, with a net amount of 1.347 billion yuan after deducting issuance costs [1] - The final net fundraising amount exceeded the original plan by 747 million yuan [1] - The company planned to use the funds for a technical transformation project for producing 170 million square meters of polymer special membranes, working capital, and repaying bank loans [1] Fundraising Details - The issuance costs for the IPO amounted to 123 million yuan, with underwriting and sponsorship fees of 104 million yuan [2] - In 2022, the company issued convertible bonds to unspecified investors, raising a total of 694 million yuan, with a net amount of 691.3972 million yuan after deducting related costs [2] - The total fundraising from the IPO and the convertible bond issuance reached 2.163 billion yuan [3]

11月19日，海优新材跌5.13%，截至发稿，报42.50元/股，成交7317.26万元，换手率1.99%，总市值 35.71亿元。 资料显示，上海海优威新材料股份有限公司位于中国(上海)自由贸易试验区龙东大道3000号1幢A楼 909A室，成立日期2005年9月22日，上市日期2021年1月22日，公司主营业务涉及特种高分子薄膜研 发、生产和销售。主营业务收入构成为：光伏封装材料行业86.75%，其他(补充)7.34%，其他行业 5.90%。 从基金十大重仓股角度 数据显示，创金合信基金旗下1只基金重仓海优新材。创金合信鑫利混合A（008893）三季度持有股数1 万股，占基金净值比例为0.17%，位居第五大重仓股。根据测算，今日浮亏损失约2.3万元。 创金合信鑫利混合A（008893）基金经理为闫一帆、张贺章。 截至发稿，闫一帆累计任职时间9年63天，现任基金资产总规模251.46亿元，任职期间最佳基金回报 55.49%， 任职期间最差基金回报-8.51%。 张贺章累计任职时间5年73天，现任基金资产总规模157.65亿元，任职期间最佳基金回报23.68%， 任职 期间最差基金回报1.68%。 风险提示：市 ...

海优新材（688680.SH）11月18日在投资者互动平台表示，对于欧盟市场，公司目前存在出口业务，但 业务量占公司整体营业收入比例较低，对公司经营业绩不构成重大影响。 每经AI快讯，有投资者在投资者互动平台提问：注意到公司有一定的国外收入，请问公司近两年 （23/24年）有出口产品到欧盟地区吗？ （文章来源：每日经济新闻） ...

Investment Rating - The investment rating for the company is "Buy" and it is maintained [8]. Core Views - The company reported a revenue of 870 million yuan for the first three quarters of 2025, a year-on-year decline of 57.62%. The net profit attributable to the parent company was -208 million yuan, showing a reduction in losses compared to the previous year. In Q3 2025, the revenue was 237 million yuan, down 58.03% year-on-year and down 25.44% quarter-on-quarter, with a net profit of -75 million yuan, which was stable compared to the previous quarter [2][6]. Financial Performance - Q3 gross margin was -6.67%, a decrease of 4.88 percentage points, attributed to price reductions in the domestic market following a decline in demand. The company’s operating cash flow for the first three quarters was 275 million yuan, a year-on-year increase of 144.69%. The balance of accounts receivable and inventory has significantly decreased since the beginning of the year, indicating a substantial reduction in operational risks. The asset-liability ratio at the end of Q3 was 51%, which is considered healthy [12][12]. Market Outlook - Since September, the price of photovoltaic films has increased multiple times. If the internal competition leads to a price increase for components, it will create opportunities for profit recovery in the film sector. The company has made significant progress in its PDCLC dimming film technology, securing contracts with major automotive manufacturers and expanding its application scenarios [12][12]. Future Projections - The company’s collaboration with H.B. Fuller on photovoltaic encapsulation film production lines has entered the installation and trial production phase. Equipment for the Turkish project has been shipped and successfully arrived at the port, which will enhance the company's influence in overseas markets. The PDCLC technology is expected to benefit from increased penetration rates in the automotive dimming film market, with further product line expansions anticipated [12][12].

证券日报网讯 11月13日晚间，海优新材发布公告称，中信建投为公司向不特定对象发行可转换公司债 券项目的保荐机构，原指派保荐代表人为李鹏飞先生和沈谦先生，持续督导期至2024年12月31日。因公 司募集资金尚未使用完毕，根据相关规定，中信建投证券对此未尽事项继续履行持续督导义务。因原保 荐代表人李鹏飞先生工作调动，不再负责公司的持续督导工作。为保证持续督导工作的有序进行，中信 建投现委派任云涛先生接替李鹏飞先生的工作，继续履行公司向不特定对象发行可转换公司债券项目的 持续督导工作。 （文章来源：证券日报） ...

因原保荐代表人李鹏飞先生工作调动，不再负责公司的持续督导工作。为保 证持续督导工作的有序进行，中信建投现委派任云涛先生（简历附后）接替李鹏 飞先生的工作，继续履行公司向不特定对象发行可转换公司债券项目的持续督导 工作。 本次变更后，公司向不特定对象发行可转换公司债券持续督导保荐代表人为 沈谦先生和任云涛先生，持续督导期至中国证券监督管理委员会和上海证券交易 所规定的持续督导义务结束为止。公司董事会对李鹏飞先生在公司向不特定对象 发行可转换公司债券及持续督导期间所做的工作表示衷心的感谢！ 特此公告。 证券代码:688680 证券简称:海优新材 公告编号：2025-064 转债代码:118008 转债简称:海优转债 上海海优威新材料股份有限公司 关于变更持续督导保荐代表人的公告 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、准确性和完整性依法承担法律责任。 上海海优威新材料股份有限公司（以下简称"公司"）于近日收到中信建投证 券股份有限公司（以下简称"中信建投"）出具的《关于变更上海海优威新材料股 份有限公司向不特定对象发行可转换公司债券持续督导保荐代表人的 ...

东财价值启航混合发起式A（018096）成立日期2023年3月30日，最新规模903.99万。今年以来亏损 4.9%，同类排名8092/8145；近一年亏损10.18%，同类排名7990/8059；成立以来亏损16.98%。 11月13日，海优新材涨5.09%，截至发稿，报46.70元/股，成交9796.35万元，换手率2.56%，总市值 39.24亿元。 资料显示，上海海优威新材料股份有限公司位于中国(上海)自由贸易试验区龙东大道3000号1幢A楼 909A室，成立日期2005年9月22日，上市日期2021年1月22日，公司主营业务涉及特种高分子薄膜研 发、生产和销售。主营业务收入构成为：光伏封装材料行业86.75%，其他(补充)7.34%，其他行业 5.90%。 从基金十大重仓股角度 数据显示，东财基金旗下1只基金重仓海优新材。东财价值启航混合发起式A（018096）三季度持有股 数1.2万股，占基金净值比例为4.32%，位居第八大重仓股。根据测算，今日浮盈赚取约2.71万元。 责任编辑：小浪快报 东财价值启航混合发起式A（018096）基金经理为罗申。 截至发稿，罗申累计任职时间275天，现任基金资产总 ...

Group 1 - The stock price of Haiyou New Materials (688680.SH) fell by 4.27% to 44.44 yuan, currently in a state of breaking issue [1] - Haiyou New Materials was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on January 22, 2021, with an issuance of 21.01 million shares at a price of 69.94 yuan per share [1] - The total amount raised from the initial public offering (IPO) was 1.469 billion yuan, with a net amount of 1.347 billion yuan after deducting issuance costs [1] Group 2 - In 2022, Haiyou New Materials was approved to issue 6.94 million convertible bonds at a face value of 100 yuan each, raising a total of 694 million yuan [2] - After deducting related issuance costs of 2.6028 million yuan, the actual net amount raised was 691.3972 million yuan, which has been fully received [2] - The total funds raised from the IPO and the convertible bond issuance amounted to 2.163 billion yuan [3]

Core Insights - The POE film concept has seen a rise of 1.76%, ranking 6th among concept sectors, with 22 stocks increasing in value, including notable gainers such as Tuori New Energy and *ST Green Health, which hit the daily limit, and others like Fulei Ant and Fengguang Co., which rose by 6.99%, 5.05%, and 4.04% respectively [1][2] Market Performance - The top-performing concept sectors today include Cultivated Diamonds with a rise of 6.08%, Perovskite Batteries at 2.98%, and Dairy Industry at 2.37%, while sectors like Chinese AI 50 and Internet Insurance saw declines of -1.76% and -1.43% respectively [2] - The POE film concept attracted a net inflow of 0.84 billion yuan from major funds, with 11 stocks receiving net inflows, and 5 stocks exceeding 10 million yuan in net inflow. The leading stock in net inflow was Baofeng Energy, with 1.19 billion yuan, followed by Tuori New Energy and Wanhua Chemical with 1.08 billion yuan and 344.73 million yuan respectively [2][3] Fund Flow Analysis - The stocks with the highest net inflow ratios include Tuori New Energy at 50.39%, *ST Green Health at 48.08%, and Dingjide at 12.66% [3] - The detailed fund flow for the POE film concept shows Baofeng Energy with a 2.01% increase and a net inflow of 118.52 million yuan, while Tuori New Energy had a significant increase of 10.13% with a net inflow of 108.44 million yuan [3][4]