每经AI快讯，10月13日，禾盛新材（002290）(002290.SZ)公告称，公司董事吴海峰因涉嫌违法发放贷 款正在公安机关配合调查。该事项系针对吴海峰个人，与公司无关。目前公司控制权未发生变化，董事 会运作正常，生产经营一切正常。该事项不会对公司日常生产经营产生重大影响。 ...

截至发稿，禾盛新材市值为103亿元。 每经AI快讯，禾盛新材（SZ 002290，收盘价：41.55元）10月9日晚间发布公告称，公司于2025年6月18 日披露了《关于董事长、董事和高级管理人员减持股份的预披露公告》（公告编号：2025-028），持有 公司22.50万股股份的董事长梁旭先生、22.50万股股份的董事兼总经理郭宏斌先生、20万股股份的董事 吴亮先生、20万股股份的财务负责人周万民先生及11.25万股股份的董事会秘书兼副总经理王文其先生 计划自上述公告披露之日起15个交易日之后的3个月内以集中竞价方式减持本公司股份合计不超过 24.0625万股（占公司总股本不超过0.0970%）。 近日，公司收到梁旭先生、郭宏斌先生、吴亮先生、周万民先生和王文其先生分别出具的《关于股票减 持计划到期暨实施情况的告知函》，截至2025年10月9日，上述减持计划期限已届满，上述人员共减持 公司股份约16.73万股，减持股份占公司总股份为0.0675%。 2025年1至6月份，禾盛新材的营业收入构成为：家电用外观部件复合材料制造业占比97.87%，其他业 务占比1.98%，贸易收入占比0.15%。 每经头条（nbd ...

苏州禾盛新型材料股份有限公司 关于董事长、董事和高级管理人员减持计划期限届满暨实施 情况的公告 公司董事长梁旭先生、董事兼总经理郭宏斌先生、董事吴亮先生、财务负责 人周万民先生及董秘兼副总王文其先生保证向本公司提供的信息内容真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 苏州禾盛新型材料股份有限公司（以下简称"公司"）于 2025 年 6 月 18 日在巨潮资讯网（www.cninfo.com.cn）上披露了《关于董事长、董事和高级管 理人员减持股份的预披露公告》（公告编号：2025-028），持有公司 22.50 万股 股份的董事长梁旭先生、22.50 万股股份的董事兼总经理郭宏斌先生、20 万股股 份的董事吴亮先生、20 万股股份的财务负责人周万民先生及 11.25 万股股份的 董事会秘书兼副总经理王文其先生计划自上述公告披露之日起 15 个交易日之后 的 3 个月内以集中竞价方式减持本公司股份合计不超过 24.0625 万股（占公司总 股本不超过 0.0970%）。 近日，公司收到梁旭先生、郭宏斌先生、吴亮先生、周万民先生和王 ...

Market Overview - The home appliance parts sector increased by 2.05% on September 30, with Sanhua Intelligent Control leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Stock Performance - Key stocks in the home appliance parts sector showed significant gains, with Sanhua Intelligent Control (002050) closing at 48.43, up 3.93% on a trading volume of 2.39 million shares and a transaction value of 1.14 billion [1] - Other notable performers included Longdi Group (603726) with a 3.78% increase, and Chunguang Technology (603657) with a 3.72% increase [1] Capital Flow - The home appliance parts sector experienced a net outflow of 20.61 million from institutional investors, while retail investors saw a net inflow of 5.94 million [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors showed interest [2] Individual Stock Capital Flow - Sanhua Intelligent Control had a significant net inflow of 1.42 billion from institutional investors, despite a net outflow from retail investors [3] - Other stocks like Hesheng New Materials (002290) and Yichang Technology (002420) also saw varying levels of net inflow and outflow from different investor categories [3]

Market Overview - On September 24, the home appliance parts sector rose by 1.94% compared to the previous trading day, with Kangsheng Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Top Gainers - Kangsheng Co., Ltd. (002418) closed at 5.03, up 10.07% with a trading volume of 734,800 shares and a turnover of 368 million yuan [1] - Longdi Group (603726) closed at 23.89, up 9.99% with a trading volume of 170,200 shares and a turnover of 395 million yuan [1] - Yichang Technology (002420) closed at 7.94, up 5.44% with a trading volume of 378,600 shares and a turnover of 297 million yuan [1] Top Losers - Haili Co., Ltd. (600619) closed at 25.65, down 7.00% with a trading volume of 1,397,100 shares and a turnover of 364.5 million yuan [2] - Hongchang Technology (301008) closed at 49.45, down 5.74% with a trading volume of 208,000 shares and a turnover of 1.02 billion yuan [2] - Chunguang Technology (603657) closed at 37.75, down 3.21% with a trading volume of 44,000 shares and a turnover of 165 million yuan [2] Capital Flow - The home appliance parts sector experienced a net outflow of 716 million yuan from institutional investors, while retail investors saw a net inflow of 543 million yuan [2] - The capital flow for individual stocks in the sector indicates that Kangsheng Co., Ltd. had a net inflow of 168 million yuan from institutional investors, representing 45.67% of its total trading [3] - Longdi Group experienced a net outflow of 28.5 million yuan from institutional investors, with a net inflow of 837.66 million yuan from retail investors [3]

Market Performance - The home appliance parts sector increased by 2.4% on September 22, with Hongchang Technology leading the gains [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Key Stocks in the Sector - Hongchang Technology (301008) closed at 48.50, up 12.79% with a trading volume of 230,700 shares and a transaction value of 1.042 billion [1] - Shun'an Environment (002011) closed at 14.80, up 8.27% with a trading volume of 706,800 shares and a transaction value of 1.036 billion [1] - Langke Intelligent (300543) closed at 14.03, up 7.35% with a trading volume of 570,800 shares and a transaction value of 809 million [1] - Other notable stocks include Yihua Intelligent Control (002050) with a closing price of 42.97, up 3.17%, and a transaction value of 11.211 billion [1] Capital Flow Analysis - The home appliance parts sector experienced a net outflow of 636 million from institutional investors, while retail investors saw a net inflow of 246 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 - Hongchang Technology had a net inflow of 88.9775 million from institutional investors, but a net outflow of 8.02678 million from retail investors [3] - Shun'an Environment saw a net inflow of 70.8025 million from institutional investors, with retail investors contributing a small net inflow of 218.24 thousand [3] - Langke Intelligent recorded a net inflow of 58.9313 million from institutional investors, but faced significant outflows from retail investors totaling 4.11554 million [3]

9月17日，禾盛新材大宗交易成交75.5万股，成交额2889.39万元，占当日总成交额的6.21%，成交价 38.27元，较市场收盘价39.21元折价2.4%。 | 权益类证券大宗交易 (协议交易) | | | | | --- | --- | --- | --- | | 证券商称 | | | | | | 成交价格 Calleries Co. | | | | | | 成交量 Concession of the Commend of a | 成交金额 | | 交易日期 证券代码 | | | | | 交易日期 | 让劳代的 | 址芬间标 | (元) | (万股/万份) | 失万言业部 (万元) | 英厅言业部 | | --- | --- | --- | --- | --- | --- | --- | | 2025-09-17 | 002290 | 禾盛新材 | 38.27 | 26.50 | 1,014.16 西南证券股份有限 | 西南证券股份有限 | | | | | | | 公司湖南分公司 | 公司重庆余满路证 | | | | | | | | 券营业部 | | 2025-09-17 | 002290 | 禾盛新材 ...

Group 1 - The home appliance parts sector increased by 6.42% on September 16, with Hongchang Technology leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Group 2 - The net inflow of main funds in the home appliance parts sector was 1.666 billion yuan, while retail funds experienced a net outflow of 923 million yuan [2] - The table shows various companies' fund flows, with Sanhua Intelligent Control seeing a net inflow of 1.078 billion yuan, while Han Yu Group had a net outflow of 54.796 million yuan [2] - Other notable companies include Shunwei Co., with a net inflow of 97.97 million yuan, and Dongbei Group, with a net inflow of 68.3032 million yuan [2]

Core Insights - The home appliance components sector saw a rise of 1.84% on September 15, with Kangsheng Co. leading the gains [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Sector Performance - Kangsheng Co. (002418) closed at 4.72, up 10.02% with a trading volume of 1.9028 million shares [1] - Hesheng New Materials (002290) also rose by 10.00% to close at 38.72, with a trading volume of 68,100 shares [1] - Other notable gainers included Ruide Intelligent (301135) up 6.11% and Tongxing Technology (301252) up 3.96% [1] Capital Flow - The home appliance components sector experienced a net inflow of 435 million yuan from institutional investors, while retail investors saw a net outflow of 272 million yuan [2] - The main stocks with significant capital inflow included Kangsheng Co. with a net inflow of 316 million yuan, accounting for 36.36% of the total [3] - Other stocks like Sanhua Intelligent Control (002050) and Hesheng New Materials (002290) also saw varying degrees of net inflow and outflow from different investor categories [3]

Core Viewpoint - He Sheng New Materials experienced a limit-up on September 15, closing at 38.72 yuan, driven by strong performance growth, strategic investments, management confidence, and sector momentum [1]. Financial Performance - The company reported a 58.31% year-on-year increase in net profit for the first half of 2025, with a 57.4% increase in net profit after deducting non-recurring items [1]. - Export revenue grew by 13.65%, and gross margin improved by 8.49 percentage points [1]. Strategic Investments - He Sheng New Materials made a strategic investment of 250 million yuan in Shanghai Yizhi Electronic Technology, focusing on high-end server processor chip design [1]. - The company also entered the artificial intelligence chip and large model application fields through its stake in Shanghai Haixi Technology, enhancing expectations for business diversification [1]. Management Confidence - Company director Wu Haifeng announced a plan to increase his shareholding by 10 to 20 million yuan, signaling management's confidence in the company's future [1]. Market Dynamics - On the same day, the white goods and electronic technology sectors showed active performance, creating a market resonance effect [1]. - The net inflow of main funds was 57.03 million yuan, accounting for 21.92% of the total trading volume [2]. Recent Fund Flow Overview - The recent fund flow data indicates a significant net inflow of main funds on September 15, with a 10% increase in stock price [2]. - The previous trading days showed fluctuations in fund flows, with varying net inflows and outflows from main, retail, and speculative funds [2]. Sector Performance - The white goods concept rose by 0.23%, while the computing integrated machine concept increased by 0.21% on the same day [4].