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]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 001268 | 联合精密 | 37.47 | -4.39% | 3.74万 | 1.43亿 | | 300342 | 天银机电 | 32.52 | -3.50% | 83.60万 | 27.47 乙 | | 301280 | 珠城科技 | 50.67 | -2.20% | 2.93万 | 1.49 乙 | | 920768 | 拾比値 | 12.02 | -2.04% | 1.50万 | 1806.98万 | | 920124 | 南特科技 | 18.63 | -1.84% | 5.49万 | 1.03亿 | | 920718 | 合肥高科 | 15.37 | -1.79% | 7008.37 | 1083.37万 | | 002418 | 康盛股份 | 4.86 | -1.62% | 72.20万 | 3.52 Z | | 920108 | 宏海科技 | 13.55 | -1.60% | 8198.37 | 1114.86万 | | 00201 ...

Group 1 - A luxury villa in Shenzhen, originally valued at over 200 million yuan, has seen a price drop of over 66% and failed to attract any bids during its auction, marking its eighth attempt to sell [1][2][3] - The property, associated with the "Zhongke Chuang" case, has outstanding management fees exceeding 2.15 million yuan and electricity bills of approximately 103,000 yuan, which the buyer will be responsible for [2][3] - The villa has a total area of approximately 3,935.02 square meters, including additional constructed areas that could not be appraised due to missing documentation [2][3] Group 2 - The auction process for the villa began in August 2023 with an initial starting price of over 201 million yuan, making it the most expensive judicial auction property in Shenzhen at that time [3] - The property has been significantly devalued over multiple auctions, with the latest starting price being over 130 million yuan lower than its assessed value [3] - Other assets related to the "Zhongke Chuang" case include luxury watches and a yacht, with the yacht's starting price reduced from 2.64 million yuan to 787,500 yuan for its upcoming auction [4][7] Group 3 - Zhang Wei, the former actual controller of He Sheng New Materials, was sentenced to life imprisonment for leading a criminal organization and other charges, which has impacted the company's control and operations [9][10] - He Sheng New Materials has experienced significant stock price fluctuations, with a nearly 150% increase in value since the beginning of the year, following changes in its controlling shareholder [14] - The company specializes in the research, production, and sales of exterior composite materials for home appliances, maintaining partnerships with major brands like Samsung and LG [14]

Group 1 - The core viewpoint of the news is that He Sheng New Materials has seen a stock price increase of 1.44% to 42.28 CNY per share, with a total market capitalization of 10.49 billion CNY and a cumulative increase of 5.07% over the last three days [1] - He Sheng New Materials specializes in the development of composite materials for home appliances, with 97.87% of its revenue coming from these products, while other revenues account for 1.98% and trade income for 0.15% [1] - The company was founded on November 15, 2002, and went public on September 3, 2009, located in Suzhou Industrial Park, Jiangsu Province [1] Group 2 - The top circulating shareholder of He Sheng New Materials is the Xingzheng Global Fund, which has a fund named Xingquan Light Asset Mixed (LOF) that entered the top ten circulating shareholders in the third quarter, holding 3.7466 million shares, accounting for 1.51% of circulating shares [2] - The fund has achieved a return of 14.4% this year, ranking 5088 out of 8088 in its category, and a return of 14.06% over the past year, ranking 5102 out of 8058 [2] - The fund manager, Cheng Jian, has a tenure of 2 years and 330 days, with a best return of 41.53% during his tenure, while Dong Li has a tenure of 10 years and 291 days, with a best return of 77.02% [2] Group 3 - The Xingquan Light Asset Mixed (LOF) fund holds 3.7466 million shares of He Sheng New Materials, making it the fourth-largest holding in the fund, with a net asset value proportion of 5.16% [3] - The fund has generated a floating profit of approximately 2.248 million CNY today and a total of 7.6431 million CNY during the three-day stock price increase [3]

Core Viewpoint - He Sheng New Materials (002290.SZ) announced a significant equity transfer involving a total transaction price of approximately 1.505 billion yuan, resulting in a change of actual controller to Xie Haiwen [1] Group 1: Equity Transfer Details - Shanghai Moer Zhixin Information Technology Partnership acquired an 18.00% stake through a share transfer agreement [1] - The transaction price per share was set at 33.71 yuan, totaling around 1.505 billion yuan for the entire stake [1] - Following this transaction, Moer Zhixin's shareholding increased to 18.00%, while Zhao Dongming relinquished voting rights for 6.00% of his shares [1] Group 2: Change in Control - The actual controller of He Sheng New Materials has changed to Xie Haiwen as a result of this equity transfer [1]

苏州禾盛新型材料股份有限公司 详式权益变动报告书 （更新稿） 信息披露义务人：上海摩尔智芯信息科技合伙企业（有限合伙） 股份权益变动性质：股份增加（协议受让） 住所：上海市普陀区云岭东路 89 号 2、3、21、22 层 签署日期：二〇二五年十二月 通讯地址：北京朝阳区乐成中心 A 座 2102 信息披露义务人声明 一、本报告书系依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》《公开发行证券的公司信息披露内容与格式准则第 16 号——上市公司收购报告书》等相关法律、法规和规范性文件编制。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》《公开发行 证券公司信息披露内容与格式准则第 15 号——权益变动报告书》《公开发行证 券的公司信息披露内容与格式准则第 16 号——上市公司收购报告书》等相关规 定，本报告书已全面披露了信息披露义务人在禾盛新材中拥有权益的股份。 四、截至本 ...

天风证券股份有限公司 关于 苏州禾盛新型材料股份有限公司 详式权益变动报告书 之 财务顾问核查意见 （更新稿） 二〇二五年十二月 声 明 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司收购 管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变 动报告书》《公开发行证券的公司信息披露内容与格式准则第 16 号——上市公 司收购报告书》及相关法律、法规的规定，天风证券股份有限公司（以下简称"天 风证券"或"本财务顾问"）作为上海摩尔智芯信息科技合伙企业（有限合伙） （以下简称"信息披露义务人""摩尔智芯"）本次权益变动的财务顾问，就其 披露《详式权益变动报告书》有关内容出具核查意见。 本财务顾问是按照行业公认的业务标准、道德规范和诚实信用、勤勉尽责的 精神，本着独立、客观、公正的原则，在认真审阅相关资料和充分了解本次权益 变动的基础上，发表财务顾问意见，旨在就本次权益变动作出独立、客观和公正 的评价，以供广大投资者及有关各方参考。并在此特作如下声明： 1、本核查意见所依据的文件、资料由信息披露义务人提供。信息披露义务 人已向本财务顾问保证，其所提供的出具本核查意见所依据的所有 ...

证券日报网讯 12月4日晚间，禾盛新材发布公告称，控股股东的一致行动人蒋学元先生所质押的公司股 份已全部解除质押，本次解除质押股份数量为2，700，000股，占其所持股份比例60%，占公司总股本 比例1.09%。 （文章来源：证券日报） ...