1月16日，禾盛新材战略投资的熠知电子在上海市工商联人工智能专委会主题活动上正式推出第三代 AI CPU TF9000 系列。该产品对标英伟达Grace系列，性能、成本优势显著，是ARM服务器芯片研发的重 大突破。 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 1月16日，禾盛新材战略投资的熠知电子在上海市工商联人工智能专委会主题活动上正式推出第三代 AI CPU TF9000 系列。该产品对标英伟达Grace系列，性能、成本优势显著，是ARM服务器芯片研发的重 大突破。 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 责任编辑：常福强 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！ 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！ 责任编辑：常福强 ...

Core Viewpoint - He Sheng New Materials has strategically invested in Yizhi Electronics, collaborating with companies like SenseTime, Caiyue Xingchen, and Biran Technology to launch the first batch of "Chip Model Intelligence" ecological co-construction solutions, which span multiple fields and empower the integration of digital and physical realms [1][2]. Group 1 - The collaboration focuses on sectors such as healthcare, securities, and intelligent manufacturing [1][2]. - The "Chip Model Intelligence" solutions represent a deep integration of models, chips, data, and intelligence within specific industries, showcasing a closed value loop [1][2].

证券之星消息，1月14日家电零部件板块较上一交易日下跌1.41%，三花智控领跌。当日上证指数报收于 4126.09，下跌0.31%。深证成指报收于14248.6，上涨0.56%。家电零部件板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002290 | 禾盛新材 | 59.17 | 10.00% | 12.17万 | 6.95亿 | | 300342 | 天银机电 | 55.70 | 5.00% | 112.38万 | 62.38亿 | | 6690ZG | 海达尔 | 55.50 | 3.62% | + 1.18万 | 6485.35万 | | 001268 | 联合精密 | 35.30 | 2.92% | 4.29万 | 1.51亿 | | 603311 | 金融网站 | 14.54 | 2.90% | 14.88万 | 2.17亿 | | 603112 | 未知服役 | 19.40 | 2.54% | 24.80万 | 4.82亿 | | 300279 | 和晶科技 ...

21财经1月13日电，禾盛新材(002290.SZ)2026年1月13日公告称，公司股东此前的股权协议转让事项已 获深圳证券交易所合规确认。据悉，公司控股股东赵东明及其一致行动人、上海泓垣盛此前拟分别向摩 尔智芯、卢大光转让公司18%、12.73%股份，转让价格均为33.71元/股。此次深交所出具的确认书有效 期为六个月，要求转让双方一次性办理股份过户。 ...

证券代码：002290 证券简称：禾盛新材 公告编号：2026-001 本次交易完成后，上海摩尔智芯信息科技合伙企业（有限合伙）（以下简称 "摩尔智芯"）持有禾盛新材 18.00%的股份，赵东明先生及其一致行动人持有 禾盛新材 34,032,933 股股份（占公司总股本的 13.72%），并放弃禾盛新材 14,886,740 股股份（占公司总股本的 6%）的表决权，公司控股股东变更为摩尔 智芯，实际控制人变更为谢海闻先生。 上海泓垣盛于 2025 年 11 月 20 日与卢大光先生签署了《股份转让协议》， 上海泓垣盛拟通过协议转让的方式将其持有的公司无限售流通股 31,580,646 股，以 33.71 元/股的价格转让给卢大光先生。本次交易完成后，上海泓垣盛不 持有禾盛新材股份，卢大光先生持有禾盛新材 31,580,646 股股份，占公司总股 本比例为 12.73%。 具体内容请详见公司于 2025 年 11 月 22 日、2025 年 12 月 23 日在巨潮资讯 网上披露的《关于公司股东签署股份转让协议暨控制权拟发生变更的提示性公告》 （公告编号：2025-055）、《关于持股 5%以上股东股份协议转让 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300342 | 天银机电 | 47.16 | 20.00% | 82.95万 | | 37.30 Z | | 603112 | 未翔服役 | 18.87 | 6.85% | 25.88万 | | 4.85 Z | | 002290 | 禾盛新材 | 53.27 | 3.88% | 8.97万 | | 4.77亿 | | 603578 | 三星新材 | 12.68 | 3.34% | 4.21万 | | 5262.42万 | | 920768 | 拾比值 | 13.17 | 3.21% | 3.38万 | | 4382.88万 | | 300543 | 朗科智能 | 11.52 | 2.95% | 11.91万 | | 1.35亿 | | 001268 | 联合精密 | 35.82 | 2.69% | 3.42万 | | 1.22亿 | | 301280 | 珠城科技 | 58.75 | 2.53% | 7.14万 | | 4.10 ...

Core Viewpoint - He Sheng New Materials has experienced a significant stock price increase, with a 20.32% rise over the past eight days, indicating strong market interest and potential investor confidence in the company [1]. Group 1: Company Overview - He Sheng New Materials Co., Ltd. is located in Suzhou Industrial Park, Jiangsu Province, and was established on November 15, 2002, with its listing date on September 3, 2009 [1]. - The company's main business involves the development of composite materials for home appliances, specifically PCM and VCM products, with 97.87% of its revenue coming from home appliance composite materials [1]. Group 2: Stock Performance - As of January 12, the stock price of He Sheng New Materials rose by 5.23% to 53.96 CNY per share, with a trading volume of 1.67 billion CNY and a turnover rate of 1.29%, resulting in a total market capitalization of 13.388 billion CNY [1]. - The stock has shown a continuous upward trend, with a total increase of 20.32% over the last eight days [1]. Group 3: Shareholder Information - The top circulating shareholder of He Sheng New Materials is the Xingquan Global Fund, which has recently entered the top ten shareholders with 3.7466 million shares, representing 1.51% of the circulating shares [2]. - The fund has realized a floating profit of approximately 10.041 million CNY today and a total of 32.4458 million CNY during the eight-day price increase [2]. Group 4: Fund Performance - The Xingquan Light Asset Mixed Fund (LOF) has a total scale of 2.967 billion CNY and has achieved a year-to-date return of 4.66%, ranking 2894 out of 9012 in its category [2]. - Over the past year, the fund has generated a return of 25.86%, ranking 4761 out of 8157, and has a cumulative return of 612.41% since its inception [2].

Market Overview - The home appliance parts sector increased by 1.45% on January 5, with He Sheng New Materials leading the gains [1] - The Shanghai Composite Index closed at 4023.42, up 1.38%, while the Shenzhen Component Index closed at 13828.63, up 2.24% [1] Stock Performance - He Sheng New Materials (002290) closed at 49.39, rising by 8.07% with a trading volume of 98,900 shares and a transaction value of 481 million [1] - Other notable performers include: - Rewei Co., Ltd. (603075) at 22.60, up 3.48% [1] - Dongfang Electric Heating (300217) at 5.31, up 2.51% [1] - Yichang Technology (002420) at 7.85, up 2.08% [1] - Tongxing Technology (301252) at 33.16, up 2.00% [1] Capital Flow - The home appliance parts sector experienced a net outflow of 358 million from institutional investors, while retail investors saw a net inflow of 440 million [2] - The capital flow for individual stocks shows: - Tianyin Electromechanical (300342) had a net inflow of 64.37 million from institutional investors [3] - Dongfang Electric Heating (300217) had a net outflow of 13.61 million from retail investors [3] - He Sheng New Materials (920768) had a net inflow of 1.83 million from retail investors [3]

Core Viewpoint - He Sheng New Materials Co., Ltd. has shown a stock price increase of 1.08% to 45.92 CNY per share, with a total market capitalization of 11.393 billion CNY as of December 31 [1] Group 1: Company Overview - He Sheng New Materials Co., Ltd. is located in Suzhou Industrial Park, Jiangsu Province, and was established on November 15, 2002, with its listing date on September 3, 2009 [1] - The company's main business involves the development of composite materials for home appliances, specifically PCM and VCM products, with 97.87% of its revenue coming from home appliance composite materials [1] Group 2: Shareholder Information - The top circulating shareholder of He Sheng New Materials is the Xingquan Light Asset Mixed Fund (LOF) (163412), which entered the top ten circulating shareholders in the third quarter, holding 3.7466 million shares, representing 1.51% of circulating shares [2] - The fund has achieved a year-to-date return of 16.71% and a one-year return of 14.66%, ranking 4885 out of 8085 and 4998 out of 8085 in its category, respectively [2] Group 3: Fund Manager Performance - The fund manager Cheng Jian has a tenure of 2 years and 337 days, with a total fund asset size of 3.248 billion CNY and a best return of 43.74% during his tenure [3] - The other fund manager Dong Li has a tenure of 10 years and 298 days, managing a fund size of 2.967 billion CNY, with a best return of 77.02% during his tenure [3] Group 4: Fund Holdings - He Sheng New Materials is the fourth largest holding in the Xingquan Light Asset Mixed Fund (LOF) (163412), accounting for 5.16% of the fund's net value with 3.7466 million shares held [4]

Core Viewpoint - The company, He Sheng New Materials, has a small volume of appliance exterior composite materials exported to Europe [1] Group 1 - The company was asked by investors about its product exports to Europe [1] - He Sheng New Materials confirmed that the volume of exports to Europe is relatively small [1]