公募基金方面，本期较上一季未再披露的公募基金共计44个，主要包括汇添富沪深300基本面增强指数 A、汇添富文体娱乐混合A、农银中小盘混合、广发百发大数据成长混合A、农银行业轮动混合A等。 2025年10月31日，浙江正特(001238.SZ)发布2025年第三季报。截至2025年10月30日，共有4个机构投资 者披露持有浙江正特A股股份，合计持股量达6824.42万股，占浙江正特总股本的62.04%。其中，机构 投资者包括临海市正特投资有限公司、临海市正特投资管理合伙企业(有限合伙)、国泰佳泰股票专项型 养老金产品-招商银行股份有限公司、新昌纺器投资基金协会，机构投资者合计持股比例达62.04%。相 较于上一季度，机构持股比例合计下跌了0.89个百分点。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 证券代码：001238 证券简称：浙江正特 公告编号：2025-039 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 （二） 非经常性损益项目和金额 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息 的真实、准确、完整。 3.第三季度财务会计报告是否经过审计 □是R 否 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 R否 R适用 □不适用 单位：元 其他符合非经常性损益定义的损益项目的具体情况： □适用 R不适用 公司不存在其他符合非经常性损益定义的损益项目的具体情况。 将《公开发行证券的公司信息披露解释性公告第1号——非经常性损益》中列举的非经常性损益项目界 定为经常性损益项目的 ...

Core Viewpoint - Zhejiang Zhengte is a leading manufacturer of outdoor leisure furniture and products in China, known for its high cost-performance ratio and quality service, with a focus on overseas markets [1] Group 1: Business Performance - In Q3 2025, Zhejiang Zhengte reported revenue of 1.299 billion yuan, ranking second among 17 companies in the industry, surpassing the industry average of 684 million yuan and the median of 388 million yuan [2] - The main business revenue composition includes sunshade products at 905 million yuan (86.83%), leisure furniture at 69.17 million yuan (6.64%), and other products at 68.15 million yuan (6.54%) [2] - The net profit for the same period was 45.53 million yuan, ranking eighth in the industry, with the industry leader reporting a net profit of 183 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 39.16%, higher than the previous year's 27.01% and above the industry average of 30.49% [3] - The gross profit margin for Q3 2025 was 25.31%, slightly down from 26.49% in the previous year but still above the industry average of 23.75% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 6.85% to 4,147, while the average number of circulating A-shares held per shareholder increased by 7.35% to 25,000 [5] Group 4: Strategic Developments - The company's revenue growth in H1 2025 was significantly driven by the strategic product "Starry Canopy" entering multiple Costco stores, with revenue growth of 36% year-on-year [6] - Key business highlights include product innovation with several awards, enhanced customer marketing strategies, manufacturing upgrades, and successful expansion into e-commerce channels [6] - Revenue forecasts for 2025-2027 have been adjusted to 1.7 billion, 2.4 billion, and 3.2 billion yuan, with net profit estimates of 100 million, 130 million, and 170 million yuan respectively [5][6]

Core Insights - Zhejiang Zhengte reported a revenue of 1,298,633,536.53 yuan for the first three quarters of 2025, representing a year-on-year growth of 32.29% [1] - The net profit attributable to shareholders of the listed company was 45,510,051.90 yuan, showing a year-on-year increase of 43.92% [1] Financial Performance - Revenue for the first three quarters of 2025 reached approximately 1.30 billion yuan, marking a significant increase compared to the previous year [1] - The net profit for the same period was around 45.51 million yuan, indicating strong profitability growth [1]

Market Overview - The entertainment products sector experienced a decline of 0.33% on October 30, with Zhejiang Zhengte leading the drop [1] - The Shanghai Composite Index closed at 3986.9, down 0.73%, while the Shenzhen Component Index closed at 13532.13, down 1.16% [1] Stock Performance - Notable gainers included: - Helen Piano (300329) with a closing price of 17.57, up 7.59% and a trading volume of 180,300 shares, totaling 311 million yuan [1] - Source Pet (001222) closed at 24.51, up 2.21% with a trading volume of 66,300 shares, totaling 162 million yuan [1] - Major decliners included: - Zhejiang Zhengte (001238) closed at 49.33, down 3.08% with a trading volume of 8,368 shares, totaling 41.9 million yuan [2] - Huali Technology (301011) closed at 25.65, down 2.88% with a trading volume of 32,400 shares, totaling 83.57 million yuan [2] Capital Flow - The entertainment products sector saw a net outflow of 69.16 million yuan from institutional investors, while retail investors contributed a net inflow of 66.54 million yuan [2] - Specific stock capital flows included: - Morning Light Co. (6688809) had a net inflow of 11.21 million yuan from institutional investors [3] - Source Pet (001222) saw a net inflow of 10.59 million yuan from institutional investors [3] - Zhejiang Zhengte (001238) experienced a net outflow of 0.53 million yuan from institutional investors [3]

浙江正特公告，第三季度营收为2.56亿元，同比增长11.53%；净利润亏损2499.87万元，下降84.28%。 前三季度营收为12.99亿元，同比增长32.29%；净利润为4551.01万元，同比增长43.92%。 ...

证券代码：001238 证券简称：浙江正特 公告编号：2025-039 浙江正特股份有限公司 2025 年第三季度报告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 浙江正特股份有限公司 2025 年第三季度报告 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重 大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、完 整。 3.第三季度财务会计报告是否经过审计 □是 否 1 浙江正特股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 （二） 非经常性损益项目和金额 适用 □不适用 单位：元 | 项目 | 本报告期金额 | 年初至报告期期末金额 | 说明 | | --- | --- | --- | --- | | 非流动性资产处置损益（包括已 | 92,618.16 | -1,144,352.36 | | | ...

Market Overview - The entertainment products sector increased by 0.8% on October 23, with Zhujiang Piano leading the gains [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Top Performers - Zhujiang Piano (002678) closed at 6.19, up 9.95% with a trading volume of 721,500 shares and a transaction value of 443 million [1] - Sanbai Shuo (001300) closed at 15.59, up 3.66% with a trading volume of 79,300 shares and a transaction value of 124 million [1] - Zhejiang Zhengte (001238) closed at 50.51, up 2.98% with a trading volume of 46,626 shares and a transaction value of 33.21 million [1] Underperformers - Qunxing Toys (002575) closed at 6.36, down 3.49% with a trading volume of 450,700 shares and a transaction value of 288 million [2] - Gao Le Co. (002348) closed at 4.15, down 3.04% with a trading volume of 358,800 shares and a transaction value of 149 million [2] - Tianyuan Pet (301335) closed at 30.30, down 1.46% with a trading volume of 22,900 shares and a transaction value of 69.39 million [2] Capital Flow - The entertainment products sector experienced a net outflow of 93.73 million from institutional investors, while retail investors saw a net inflow of 70.65 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2] Individual Stock Capital Flow - Source Pet (001222) had a net inflow of 18.69 million from institutional investors, but a net outflow of 9.57 million from speculative funds [3] - Guangbo Co. (002103) saw a net inflow of 18.66 million from institutional investors, but a significant net outflow of 19.70 million from retail investors [3] - Zhejiang Zhengte (001238) had a net inflow of 1.46 million from institutional investors, while speculative funds and retail investors experienced net outflows [3]

证券代码：001238 证券简称：浙江正特 公告编号：2025-038 1、2025 年 7 月 25 日，公司召开第四届董事会第四次会议和第四届监事会第 四次会议审议通过了《关于<浙江正特股份有限公司 2025 年限制性股票激励计划 （草案）>及其摘要的议案》《关于<浙江正特股份有限公司 2025 年限制性股票激 励计划实施考核管理办法>的议案》等议案。前述相关议案已经公司第四届董事会 薪酬与考核委员会第二次会议审议通过，薪酬与考核委员会发表明确同意的核查 意见。律师事务所出具了法律意见书。 2、2025 年 7 月 26 日至 2025 年 8 月 4 日，公司对本激励计划拟授予激励对象 限制性股票授予日：2025 年 9 月 18 日 限制性股票上市日期：2025 年 10 月 21 日 限制性股票授予数量：82 万股 限制性股票授予价格：19.74 元/股 限制性股票的授予登记人数：73 人 限制性股票的股票来源：公司向激励对象定向发行的本公司 A 股普通股 股票 名单的姓名及职务在公司内部公示栏予以公示，在公示期内，公司薪酬与考核委 员会未接到与激励对象有关的任何异议。2025 年 8 月 5 日， ...

证券日报网讯浙江正特10月14日在互动平台回答投资者提问时表示，截至2025年10月10日，公司股东总 户数为4004户。 （文章来源：证券日报） ...