Core Viewpoint - Ningbo Color Masterbatch Co., Ltd. has seen a stock price increase of 5.59% to 17.95 CNY per share, with a total market capitalization of 3.016 billion CNY as of September 23 [1] Company Overview - Ningbo Color Masterbatch Co., Ltd. is located in Ningbo, Zhejiang Province, established on October 21, 1999, and listed on June 28, 2021 [1] - The company's main business involves the research, production, sales, and technical services of color masterbatches, with 98.95% of its revenue coming from color masterbatches and 1.05% from other supplementary sources [1] Fund Holdings - Nanhua Fund has a significant position in Ningbo Color Masterbatch, with its Nanhua Fengli Quantitative Stock Mixed A Fund (023365) holding 195,300 shares, representing 1.86% of the fund's net value, making it the fifth-largest holding [2] - The fund has generated an estimated floating profit of approximately 185,500 CNY from this investment [2] Fund Manager Performance - The fund manager Huang Zhigang has a tenure of 13 years and 188 days, with a total fund asset size of 516 million CNY, achieving a best return of 196.59% and a worst return of -28.86% during his tenure [3] - Co-manager Kang Dong has been in position for 2 years and 26 days, managing assets of 308 million CNY, with a best return of 15.49% and a worst return of 7.72% [3]

证券代码：301019 证券简称：宁波色母 公告编号：2025-044 宁波色母粒股份有限公司 关于使用部分闲置募集资金和自有资金进行现金管理到期赎回并继续进 行现金管理的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，无虚假记载、误导性陈 述或重大遗漏。 宁波色母粒股份有限公司（以下简称"公司"）于 2025 年 4 月 23 日召开了第二届董 事会第二十一次会议、第二届监事会第十七次会议，于 2025 年 5 月 15 日召开了 2024 年年 度股东会，审议通过了《关于使用部分暂时闲置的募集资金及自有资金进行现金管理的议 案》，同意公司在不影响募集资金投资计划的前提下，使用不超过 25,000.00 万元（含本数） 的闲置募集资金及不超过 60,000.00 万元（含本数）自有资金进行现金管理。在上述额度内， 资金可以滚动使用，期限自股东大会审议通过之日起 12 个月内。具体内容详见公司于 2025 年 4 月 24 日刊登在巨潮资讯网（www.cninfo.com.cn）上的《关于使用部分暂时闲置的募集 资金及自有资金进行现金管理的公告》（公告编号：2025-017）。 近期，公司使用闲置的 ...

南方财经9月17日电，宁波色母(301019.SZ)公告，股东宁波黄润园股权投资合伙企业（有限合伙）于 2025年9月5日至9月12日通过大宗交易和集中竞价方式合计减持1,649,600股，占公司总股本比例 0.99998%，减持均价13.38至17.08元/股。本次减持后，黄润园投资持股比例由5.59850%降至 4.59852%。 ...

简式权益变动报告书 上市公司的名称：宁波色母粒股份有限公司 宁波色母粒股份有限公司 股票上市地点：深圳证券交易所 股票简称：宁波色母 股票代码：301019 信息披露义务人（一）之名称：任卫庆 信息披露义务人（一）之住所：浙江省宁波市鄞州区****** 信息披露义务人（一）之通讯地址：浙江省宁波市鄞州区潘火街道金辉西路 168 号 信息披露义务人（二）之名称： 宁波黄润园股权投资合伙企业（有限合伙） 信息披露义务人（二）之住所： 浙江省宁波市鄞州区潘火街道金辉西路 168 号 5 幢 302 室 信息披露义务人（二）之通讯地址：浙江省宁波市鄞州区潘火街道金辉西路 168 号 权益变动性质：持股比例减少 签署日期：2025 年 9 月 16 日 信息披露义务人声明 一、信息披露义务人依据《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》及相关法律、法规和规范性文件编制本报告书。 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 反信息披露义务人内部规则中的任何条款或与之相冲突。 三、依据《 ...

证券代码：301019 证券简称：宁波色母 公告编号：2025-043 | 1.基本情况 | | | --- | --- | | 信息披露义务人一 | 任卫庆 | | 住所 | 浙江省宁波市鄞州区****** | 1 宁波色母粒股份有限公司 关于公司控股股东、实际控制人及其实际控制的特定股东股份变动触 及 1%及 5%整数倍暨披露简式权益变动报告书的公告 公司控股股东、实际控制人任卫庆及其实际控制的特定股东宁波黄润园 股权投资合伙企业（有限合伙）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。 宁波色母粒股份有限公司（以下简称"公司"）于 2025 年 7 月 25 日在巨 潮资讯网（www.cninfo.com.cn）上披露了《宁波色母粒股份有限公司关于公司 控股股东、实际控制人控制的特定股东减持股份预披露的公告》（公告编号： 2025-036）。持有公司股份 9,262,173 股（占本公司总股本比例 5.5132%）的特 定股东宁波黄润园股权投资合伙企业（有限合伙）（以下简称"黄润园投资""本 企业" ...

Core Insights - Ningbo Color Masterbatch experienced a 1.21% increase in stock price, closing at 16.71 yuan on September 5, with three block trades totaling 890,300 shares and a transaction value of 11.91 million yuan [1] Trading Activity - The first block trade occurred at a price of 13.38 yuan for 370,100 shares, amounting to 4.95 million yuan, with a discount rate of -19.93%. The buyer was China Galaxy Securities Co., Ltd. Ningbo Ningchuan Road Securities Branch, and the seller was China International Capital Corporation Ningbo Haiyan North Road Securities Branch [1] - The second block trade also took place at 13.38 yuan for 260,100 shares, totaling 3.48 million yuan, with the same discount rate of -19.93%. The buyer was Zhejiang Merchants Securities Co., Ltd. Ningbo Fenghua Nanshan Road Securities Branch, and the seller was the same as the first trade [1] - The third block trade matched the previous prices and volumes, with 260,100 shares traded at 13.38 yuan, resulting in a transaction value of 3.48 million yuan and a discount rate of -19.93%. The buyer was Xinda Securities Co., Ltd. Ningbo Branch, with the same seller [1] Recent Performance - Over the past three months, the stock has recorded three block trades with a total transaction value of 11.91 million yuan. In the last five trading days, the stock has declined by 3.41%, with a net outflow of 4.63 million yuan in principal funds [1]

Core Viewpoint - Ningbo Color Master announced a decrease in the number of shareholders and a decline in stock price, despite an increase in net profit for the first half of the year [2]. Group 1: Shareholder and Stock Performance - As of August 31, the number of shareholders for Ningbo Color Master was 10,050, a decrease of 684 from the previous period (August 20), representing a decline of 6.37% [2]. - The closing price of Ningbo Color Master was 16.51 yuan, up 0.73%, but the stock price has cumulatively decreased by 10.22% since the concentration of shares began, with 3 days of increase and 8 days of decrease [2]. Group 2: Financing and Margin Data - As of September 3, the latest margin trading balance for the stock was 70.9868 million yuan, with the financing balance also at 70.9868 million yuan. The financing balance decreased by 319,300 yuan during the concentration period, a decline of 0.45% [2]. Group 3: Financial Performance - For the first half of the year, Ningbo Color Master reported total operating revenue of 219 million yuan, a year-on-year decrease of 7.95%. The net profit was 52.0139 million yuan, an increase of 10.50% year-on-year, with basic earnings per share at 0.3100 yuan and a weighted average return on equity of 4.65% [2].

证券代码：301019 证券简称：宁波色母 公告编号：2025-042 2 近日，公司收到黄润园投资出具的《关于股份减持计划进展情况的告知函》， 获悉其在 2025 年 8 月 27 日通过集中竞价交易的方式合计减持公司股份 26,700 股，本次变动触及 1%的整数倍。现将具体情况公告如下： | 1.基本情况 | | | --- | --- | | 信息披露义务人一 | 任卫庆 | | 住所 | 浙江省宁波市鄞州区****** | | 信息披露义务人二 | 宁波黄润园股权投资合伙企业（有限合伙） | 1 | 住所 | | | 浙江省宁波市鄞州区潘火街道金辉西路168号5幢302室 | | | | | --- | --- | --- | --- | --- | --- | --- | | 权益变动时间 | | 2025年8月27日 | | | | | | 股票简称 | | 宁波色母 | 股票代码 | | 301019 | | | 变动方向 | | 上升□ 下降 | 一致行动人 | | 有 无□ | | | 或实际控制人 | 是否为第一大股东 | | 是 | 否□ | | | | 2.本次权益变动情况 | ...

Core Viewpoint - Ningbo Color Masterbatch Co., Ltd. reported a stable business performance with a revenue of 219 million yuan and a net profit of 51.39 million yuan for the first half of 2025, reflecting a year-on-year growth of 10.50% in net profit [1] Group 1: Financial Performance - The company achieved an operating income of 219 million yuan and a net profit attributable to shareholders of 51.39 million yuan, representing a year-on-year increase of 10.50% [1] - The net profit after deducting non-recurring gains and losses was 43.21 million yuan, showing a year-on-year growth of 6.20% [1] - Research and development expenses amounted to 8.08 million yuan, accounting for 3.68% of operating income, ensuring continuous innovation capability [1] Group 2: Business Strategy and Operations - The company maintains strategic focus and relies on a solid foundation in the plastic color masterbatch sector, which is the main driver of its performance [1] - It adopts an independent research and development model with multiple core technologies and intellectual property rights [1] - The company emphasizes a customer-tailored order model, optimizing product structure and enhancing core competitiveness [1] Group 3: Industry Position and Product Offering - Ningbo Color Masterbatch specializes in the research, production, sales, and technical services of color masterbatches, providing customized plastic coloring products [2] - Its products are widely used in various industries, including electronics, daily necessities, food and beverage, chemicals, construction materials, agriculture, automotive, and medical sectors [2] - The company has established long-term stable partnerships with numerous well-known enterprises and has become one of the leading suppliers of plastic color masterbatches in China [2]

Core Insights - Ningbo Color Masterbatch (301019.SZ) reported a total operating revenue of 219 million yuan for the first half of 2025, with a net profit attributable to shareholders of 52.01 million yuan, marking a year-on-year increase of 10.50% [1] - The company achieved a net cash inflow from operating activities of 47.22 million yuan, reflecting a significant year-on-year increase of 59.35% [1] Financial Performance - The latest asset-liability ratio stands at 16.01%, ranking 4th among disclosed peers [3] - The gross profit margin is reported at 36.64%, ranking 6th among peers, with a year-on-year increase of 4.34 percentage points [3] - Return on equity (ROE) is at 4.94%, ranking 16th among peers, with a year-on-year increase of 0.62 percentage points [3] - The diluted earnings per share (EPS) is 0.31 yuan, reflecting a year-on-year increase of 10.71% [3] - Total asset turnover is reported at 0.18 times, and inventory turnover is at 2.20 times [3] Shareholder Structure - The number of shareholders is 9,980, with the top ten shareholders holding 94.71 million shares, accounting for 56.38% of the total share capital [3] - The largest shareholder, Ren Weiqing, holds 29.85% of the shares [3]