证券日报网讯海达股份（300320）11月13日在互动平台回答投资者提问时表示，公司已关注到二级市场 股价波动情况，二级市场股价受宏观环境、行业景气度、投资者预期、市场资金关注热点等多重因素影 响。公司生产经营正常，根据2025年三季度报告披露，公司期末货币资金余额1.92亿元，资产负债率 32.72%，财务结构稳健。请投资者以公司在法定信息披露平台披露的信息为依据进行投资决策，切勿 相信"小作文"和网络谣言。 ...

两期储能项目均采用行业成熟的磷酸铁锂电池技术，技术路径采用液冷系统，相比传统的风冷系统，转 换效率提高5%，遵循"两充两放"运行策略，通过10kV高压接入方案接入企业变压器高压母线，依托智 能能量管理平台实现精准调度。其中，一期项目于2024年9月底竣工并网后，实际运营成效远超预期。 二期项目的成功投运，进一步挖掘了企业用能潜力，将为双方带来持续稳定的收益回报，真正实现"绿 色共赢"。 本报讯 （记者李雯珊见习记者张美娜）近日，由中国燃气控股有限公司（以下简称"中国燃气"）旗下 中燃能源管理（深圳）有限公司投资建设的江阴海达橡塑股份有限公司二期5MW/15MWh储能项目顺利 投运，加之此前投运的一期15MW/30MWh项目，总容量达20MW/45MWh的储能系统正式形成规模效 应，为这家高新技术企业打造了"削峰填谷+节能降本+绿色增效"的综合能源解决方案，标志着中国燃 气在工商业储能领域的合作实践再获重要突破。 江阴海达橡塑股份有限公司作为国家火炬计划重点高新技术企业，深耕橡塑材料改性研发领域，产品广 泛应用于轨道交通、建筑、汽车、航运等四大领域，下游客户涵盖上汽集团、中国一汽、广汽集团等知 名企业。随着企业 ...

证券之星消息，11月13日橡胶板块较上一交易日上涨1.99%，科创新源领涨。当日上证指数报收于 4029.5，上涨0.73%。深证成指报收于13476.52，上涨1.78%。橡胶板块个股涨跌见下表： 从资金流向上来看，当日橡胶板块主力资金净流入404.68万元，游资资金净流出3957.14万元，散户资金 净流入3552.46万元。橡胶板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002068 | 三强股份 | 2827.87万 | 7.25% | -1822.34万 | -4.67% | -1005.53万 | -2.58% | | 002224 | 三力士 | 1180.06万 | 8.75% | -305.50万 | -2.27% | -874.56万 | -6.49% | | 300731 | 科创新源 | 1033.33万 | 2.31% | -2038.30万 | -4.55% ...

Core Viewpoint - The company has acknowledged the fluctuations in its stock price in the secondary market, attributing these changes to various factors including macroeconomic conditions, industry trends, investor expectations, and market focus on funding [1] Financial Performance - As of the end of Q3 2025, the company reported a cash balance of 192 million yuan and a debt-to-asset ratio of 32.72%, indicating a stable financial structure [1] Operational Status - The company's production and operations are reported to be normal, suggesting no immediate operational disruptions [1] Investor Guidance - The company advises investors to rely on information disclosed through official channels and to avoid believing in rumors or unverified information circulating online [1]

Market Overview - The rubber sector increased by 1.15% on November 10, with Haida Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4018.6, up 0.53%, while the Shenzhen Component Index closed at 13427.61, up 0.18% [1] Key Performers in the Rubber Sector - Haida Co., Ltd. (300320) closed at 10.91, up 8.77% with a trading volume of 446,600 shares and a turnover of 478 million yuan [1] - Litong Technology (920225) closed at 42.36, up 5.69% with a trading volume of 79,700 shares and a turnover of 34.6 million yuan [1] - Sanwei Equipment (920834) closed at 18.02, up 3.92% with a trading volume of 78,000 shares and a turnover of 138 million yuan [1] Fund Flow Analysis - The rubber sector saw a net inflow of 5.55 million yuan from institutional investors, while retail investors experienced a net outflow of 37.73 million yuan [2][3] - Major stocks like Sanqiang Co. (002068) and Haida Co. (300320) had significant net inflows from institutional investors, amounting to 31.18 million yuan and 29.41 million yuan respectively [3]

Market Overview - The Shanghai Composite Index closed at 4018.60 points, above the annual line, with a change of 0.53% [1] - The total trading volume of A-shares reached 2,194.371 billion yuan [1] Stocks Breaking Annual Line - A total of 112 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] - The stocks with the highest deviation rates include: - Shede Liquor: 9.90% - Binhai Energy: 8.36% - Pinwo Food: 6.38% [1] Detailed Stock Performance - The following table summarizes the performance of stocks that broke the annual line: - Shede Liquor (600702): Today's change of 10.01%, turnover rate of 7.58%, latest price 65.63 yuan [1] - Binhai Energy (000695): Today's change of 9.96%, turnover rate of 5.02%, latest price 12.47 yuan [1] - Pinwo Food (300892): Today's change of 8.84%, turnover rate of 16.98%, latest price 36.70 yuan [1] - Other notable stocks include: - Haida Co. (300320): 8.77% change, 9.19% turnover, latest price 10.91 yuan [1] - Huachao City A (000069): 9.92% change, 3.74% turnover, latest price 2.66 yuan [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that just crossed the annual line include: - Wanxin Media: Minor deviation rate [1] - Chengdu Bank: Minor deviation rate [1] - China Publishing: Minor deviation rate [1]

Core Points - The Shanghai Composite Index closed at 4003.28 points, above the annual line, with a slight increase of 0.14% [1] - A total of 99 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - The top three stocks with the highest deviation rates from the annual line are: - Shede Liquor: 9.90% deviation, closing price at 65.63 yuan, with a daily increase of 10.01% and a turnover rate of 7.35% [1] - Binhai Energy: 8.36% deviation, closing price at 12.47 yuan, with a daily increase of 9.96% and a turnover rate of 4.90% [1] - Haida Co.: 6.84% deviation, closing price at 10.97 yuan, with a daily increase of 9.37% and a turnover rate of 7.63% [1] Additional Notable Stocks - Other stocks with significant performance include: - Huashang City A: 6.04% deviation, closing price at 2.66 yuan, with a daily increase of 9.92% [1] - Pinwo Food: 5.69% deviation, closing price at 36.46 yuan, with a daily increase of 8.13% [1] - North University Medicine: 5.58% deviation, closing price at 6.48 yuan, with a daily increase of 10.02% [1] Market Overview - The total trading volume of A-shares today reached 17996.71 billion yuan, indicating active market participation [1]

Group 1 - Nanjing Engineering Institute signed 56 school-city-enterprise cooperation projects, marking a new chapter in deep integration and mutual development [1] - The institute has a strong focus on application-oriented talent cultivation, having trained over 280,000 engineering and management professionals, including an academician of the Chinese Academy of Engineering [1] - The school has achieved full coverage of cooperation with various districts in Nanjing, continuing to deepen school-city integration and serve regional development [1] Group 2 - Nanjing Engineering Institute established strategic cooperation with 24 well-known enterprises and units, and jointly built 16 scientific innovation platforms with leading research institutions and industry leaders [2] - The Nanjing Tianyin Lake Sci-tech Innovation Fund Alliance was formed to enhance the vitality of technology transfer and innovation enterprise incubation [2] - The "Double High Collaborative Innovation Center" was officially unveiled, and the "Tianyin Lake Technology Innovation Demonstration Zone" was launched in collaboration with Jiangning District [2] Group 3 - Nanjing Engineering Institute signed a cooperation agreement with Haida Co., a leading non-tire rubber enterprise, focusing on the core components of new energy vehicle battery packs [3] - The collaboration aims to enhance students' understanding of enterprises and empower the school's research to better serve the industry [3]

Investment Rating - The investment rating for the company is "Buy" and is maintained [10]. Core Views - The company reported a revenue of 2.667 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 13.4%. The net profit attributable to shareholders was 167 million yuan, up 43.0% year-on-year, while the non-recurring profit was 165 million yuan, also up 43.7% year-on-year [2][4]. - In Q3 2025, the company achieved a revenue of 902 million yuan, a year-on-year growth of 1.5%. The net profit attributable to shareholders was 58 million yuan, reflecting a significant increase of 48.6% year-on-year, and the non-recurring profit was 57 million yuan, up 47.1% year-on-year [4]. Summary by Sections Financial Performance - For the first three quarters of 2025, the gross margin was 19.0%, an increase of 0.9 percentage points. The expense ratio decreased by 0.7 percentage points to 9.9%, with reductions in sales and R&D expense ratios [10]. - In Q3, the gross margin improved to 19.4%, up 2.3 percentage points, while the expense ratio remained stable at approximately 10.4% [10]. Business Opportunities - The company is expanding its business into complete vehicle sealing systems, leveraging its existing customer base from sunroof sealing strips. It has begun supplying major automotive manufacturers [10]. - The company has developed a new short edge frame product for photovoltaic modules, which is expected to significantly reduce material usage and costs. A long-term supply agreement with Longi Green Energy has been established, with expected procurement of 8GW from June 2025 to June 2027 [10]. Profit Forecast - The forecasted net profit attributable to shareholders for 2025 and 2026 is 230 million yuan and 290 million yuan, respectively, corresponding to price-to-earnings ratios of 26 and 21 times [6].

Market Overview - The rubber sector increased by 2.0% on October 27, with Kexin Innovation leading the gains [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Top Performers in Rubber Sector - Kexin Innovation (300731) closed at 46.43, up 8.79%, with a trading volume of 180,400 shares and a turnover of 831 million [1] - Zhen'an Technology (300767) closed at 22.32, up 8.56%, with a trading volume of 215,100 shares and a turnover of 470 million [1] - Tongcheng New Materials (603650) closed at 43.40, up 4.28%, with a trading volume of 377,800 shares and a turnover of 1.691 billion [1] Underperformers in Rubber Sector - KQ Co., Ltd. (920665) closed at 13.31, down 1.63%, with a trading volume of 13,200 shares and a turnover of 17.496 million [2] - Yanggu Huatai (300121) closed at 15.94, down 1.48%, with a trading volume of 284,100 shares and a turnover of 46 million [2] - Sanwei Equipment (920834) closed at 15.62, down 1.33%, with a trading volume of 26,600 shares and a turnover of 41.6175 million [2] Capital Flow Analysis - The rubber sector experienced a net outflow of 4.703 million from main funds, while speculative funds saw a net inflow of 9.5428 million, and retail investors had a net outflow of 4.8398 million [2][3] - Kexin Innovation had a main fund net inflow of 16.7754 million, while retail investors had a net inflow of 2.36898 million [3] - Zhen'an Technology saw a main fund net inflow of 7.9603 million, but speculative funds had a net outflow of 28.3319 million [3]