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） ...

每经头条（nbdtoutiao）——让"铁疙瘩"从数万米高空精准"踩刹车"，中国商业航天"降本复用"只差"最 后一公里"！朱雀之后，同行排队接力 （记者 曾健辉） 每经AI快讯，禾盛新材12月4日晚间发布公告称，近日，苏州禾盛新型材料股份有限公司（以下简称"公 司"）接到控股股东的一致行动人蒋学元先生的通知，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270万股。截至公告披露日，蒋学元先生持有公司股份450万股，占公司总股本 的1.81%。本次股份解除质押后，蒋学元先生持有的公司股份已无质押情形。截至公告披露日，公司控 股股东赵东明先生及其一致行动人合计持有公司股份总数约为5884万股，占公司总股本的比例为 23.72%。 ...

Core Viewpoint - The announcement indicates that Jiang Xueyuan, a concerted actor of the controlling shareholder, has released a pledge on 2,700,000 shares, which represents 60% of his holdings and 1.09% of the company's total share capital [1] Shareholding Summary - After the release of the pledge, Jiang Xueyuan has no pledged shares remaining [1] - The controlling shareholder Zhao Dongming and his concerted actors collectively hold 58,844,166 shares, accounting for 23.72% of the company's total share capital [1] - Following the release of the pledge, the aforementioned shareholders also have no pledged shares [1]

禾盛新材公告称，近日接到控股股东一致行动人蒋学元通知，其质押的270万股公司股份于2025年12月3 日全部解除质押，占其所持股份比例60%，占公司总股本1.09%，质权人为东吴证券。截至公告披露 日，蒋学元持有公司股份450万股，占总股本1.81%，已无质押情形。此外，控股股东赵东明及其一致 行动人合计持股5884.42万股，占总股本23.72%，本次解质后也无质押。此前，他们已与上海摩尔智芯 签署股份转让协议。 ...

苏州禾盛新型材料股份有限公司 关于控股股东的一致行动人股份解除质押的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，并对公告中的虚 假记载、误导性陈述或者重大遗漏承担责任。 近日，苏州禾盛新型材料股份有限公司（以下简称"公司"）接到控股股东 的一致行动人蒋学元先生的通知，蒋学元先生所质押的公司股份已全部解除质押， 具体情况公告如下： 截至公告披露日，蒋学元先生持有公司股份4,500,000股，占公司总股本的 1.81%。本次股份解除质押后，蒋学元先生持有的公司股份已无质押情形。 二、股东股份累积被质押的情况 证券代码：002290 证券简称：禾盛新材 公告编号：2025-057 1、公司控股股东赵东明先生及其一致行动人蒋学元先生与上海摩尔智芯信 息科技合伙企业（有限合伙）于2025年11月20日签署了《关于苏州禾盛新型材料 股份有限公司之股份转让协议》，具体内容详见公司于2025年11月22日在巨潮资 股东名 称 是否为控 股股东或 第一大股 东及其一 致行动人 本次解除 质押股份 数量（股） 占其所 持股份 比例 占公司 总股本 比例 起始日 解除日期 质权人 蒋学元 是 2,700,000 60 ...

Core Viewpoint - He Sheng New Materials has shown significant stock performance with a year-to-date increase of 153.68%, indicating strong market interest and potential growth in the home appliance materials sector [1][2]. Financial Performance - For the period from January to September 2025, He Sheng New Materials achieved a revenue of 1.862 billion yuan, representing a year-on-year growth of 1.41%. The net profit attributable to shareholders was 144 million yuan, reflecting a substantial increase of 67.90% [2]. - The company has cumulatively distributed 168 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Stock Market Activity - As of December 3, the stock price of He Sheng New Materials rose by 2.02% to 43.38 yuan per share, with a trading volume of 162 million yuan and a turnover rate of 1.52%, leading to a total market capitalization of 10.763 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" four times this year, with the most recent occurrence on May 7 [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for He Sheng New Materials was 14,100, a decrease of 1.77% from the previous period. The average circulating shares per person increased by 1.80% to 17,505 shares [2]. - Among the top ten circulating shareholders, notable positions include Xingquan Light Asset Mixed Fund and Fuguo Balanced Preferred Mixed Fund, with the latter increasing its holdings by 27.81 million shares [3]. Industry Position - He Sheng New Materials operates within the home appliance sector, specifically focusing on composite materials for appliances, with a primary revenue contribution of 97.87% from this segment [1][2]. - The company is also associated with various concept sectors, including cloud gaming, chip concepts, artificial intelligence, and integrated machine concepts [2].

证券之星消息，12月1日家电零部件板块较上一交易日上涨1.4%，禾盛新材领涨。当日上证指数报收于 3914.01，上涨0.65%。深证成指报收于13146.72，上涨1.25%。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 | 42.40 | 7.97% | 15.50万 | 6.52亿 | | 603677 | 奇精机械 | 20.38 | 5.76% | 14.51万 | 2.956Z | | 6690ZG | 海达尔 | 50.23 | 4.80% | 4626.0 | 2315.90万 | | 920768 | 拾比値 | 12.35 | 3.00% | 1.78万 | 2173.27万 | | 002860 | 星帅尔 | 15.64 | 2.62% | 30.69万 | 4.83 Z | | 920108 | 宏海科技 | 14.18 | 2.60% | 8880.66 | 1243.68万 | | 300403 | 汉宇 ...

Core Insights - The home appliance components sector increased by 1.19% on November 28, with Springlight Technology leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Sector Performance - Springlight Technology (603657) closed at 37.27, up 10.01% with a trading volume of 110,400 shares and a transaction value of 397 million yuan [1] - Tianyin Electromechanical (300342) closed at 19.68, up 6.03% with a trading volume of 569,900 shares and a transaction value of 1.11 billion yuan [1] - Other notable performers include: - Unknown Service (603112): closed at 17.63, up 5.51% [1] - Hesheng New Materials (002290): closed at 39.27, up 3.94% [1] - Landi Group (603726): closed at 23.15, up 3.53% [1] Capital Flow - The home appliance components sector experienced a net outflow of 16.68 million yuan from institutional funds and a net outflow of 124 million yuan from speculative funds, while retail investors contributed a net inflow of 141 million yuan [3]

Core Viewpoint - He Sheng New Materials has shown a significant stock price increase of 125.44% year-to-date, despite a slight decline in recent trading days [1][2]. Group 1: Stock Performance - As of November 28, He Sheng New Materials' stock price rose by 2.04% to 38.55 CNY per share, with a market capitalization of 9.565 billion CNY [1]. - The stock has experienced a net inflow of 658,600 CNY from major funds, with large orders accounting for 24.85% of purchases [1]. - The stock has seen a decline of 0.70% over the last five trading days and a 2.58% drop over the last 20 days, while it has increased by 6.14% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, He Sheng New Materials reported a revenue of 1.862 billion CNY, reflecting a year-on-year growth of 1.41%, and a net profit attributable to shareholders of 144 million CNY, which is a 67.90% increase [2]. - The company has distributed a total of 168 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for He Sheng New Materials was 14,100, a decrease of 1.77% from the previous period [2]. - The top ten circulating shareholders include new entrants and increased holdings from existing shareholders, indicating a shift in institutional investment [3].

Summary of Conference Call for He Sheng New Material and Yi Zhi Electronics Company and Industry Overview - **Company**: He Sheng New Material - **Industry**: AI Chip and Electronics Key Points and Arguments 1. He Sheng New Material achieved steady growth through high capacity utilization and optimization of downstream customers, including Panasonic, Hitachi, LG, Samsung, and Midea, focusing on cost reduction and efficiency rather than large-scale expansion to support the long-term development of the chip industry [2][3] 2. The company strategically invested in Yi Zhi Electronics to deepen its involvement in the AI chip sector, planning to empower Yi Zhi Electronics and establish a foothold in the chip industry [2][3] 3. Yi Zhi Electronics specializes in server and CPU development, having mass-produced two generations of chips, with the third generation design nearing completion and entering the tape-out and mass production phase [2][4] 4. The CPU from Yi Zhi Electronics integrates NPU functionality, targeting three main customer categories: major telecom operators and financial institutions (Category A), leading internet companies (Category B), and inspection robots and factory AI applications (Category C), with approximately 8,000 computing nodes delivered this year for cloud gaming, cloud mobile, and video transcoding [2][4] 5. Yi Zhi Electronics has open-sourced a complete computing framework compatible with the CUDA ecosystem and major domestic GPU manufacturers, achieving compatibility with around 40 hardware and software vendors without requiring special versions [2][5][6] 6. The chips from Yi Zhi Electronics offer unique advantages in the AI inference era, integrating neural network computing with general computing to enhance data flow processing efficiency and reduce power consumption, suitable for electric vehicle factories and large-scale automation industries [2][7] 7. The third-generation product is expected to be mass-produced in 2026, with a projected performance improvement of 30% [2][7] 8. Yi Zhi Electronics' future strategy focuses on generalization and AI integration, aiming to create a broadly compatible ecosystem and develop multi-functional processors to adapt to large models and changing computing frameworks [2][8][9] 9. HiSilicon Technology plans to shift from the x86 ecosystem to the ARM ecosystem, emphasizing collaboration with Yi Zhi Electronics to support vertical applications and overall business development [2][10] 10. Yi Zhi Electronics has received three repeat orders from last year to this year, indicating strong market competitiveness and customer recognition, with further growth potential anticipated for the next year [2][11] 11. The company maintains its competitive edge through technological innovation, including self-developed NPU units and an open-source computing framework, ensuring user-friendly product compatibility [2][12][13] 12. The next-generation chip is expected to launch in mid-2026, utilizing advanced technology and targeting the high-end market [2][14] 13. Among the three customer categories (A, B, C), the internet customer segment is currently experiencing the fastest growth, prompting significant resource investment for product optimization [2][14] 14. Yi Zhi Electronics plans to continue promoting AI integrated machines while not ruling out the possibility of standalone chip sales [2][15] 15. Following the change in control, the company will increase investments in the chip industry, particularly in Yi Zhi Electronics, and will comprehensively arrange capital, talent, and strategic direction towards AI chips as a key development focus [2][16] Additional Important Information - The strategic investment in Yi Zhi Electronics reflects He Sheng New Material's commitment to transforming its business model and adapting to the evolving technology landscape [2][3][10] - The collaboration with major internet companies and telecom operators indicates a strong market presence and potential for future growth in the AI chip sector [2][4][15]