Group 1 - Ningbo Color Masterbatch Co., Ltd. experienced a decline of 5.07% in stock price, trading at 22.45 CNY per share, with a total market capitalization of 3.772 billion CNY as of November 19 [1] - The company, established on October 21, 1999, specializes in the research, production, sales, and technical services of color masterbatches, with 98.95% of its revenue coming from this core business [1] Group 2 - Noan Fund holds a significant position in Ningbo Color Masterbatch, with its Noan Multi-Strategy Mixed A Fund (320016) owning 930,300 shares, representing 0.52% of the fund's net value [2] - The Noan Multi-Strategy Mixed A Fund has achieved a year-to-date return of 77.88% and a one-year return of 83.58%, ranking 151 out of 8,138 and 150 out of 8,055 respectively [2] - The fund manager, Kong Xianzheng, has been in charge for nearly five years, with the fund's total assets amounting to 5.608 billion CNY and a best return of 95.2% during his tenure [2]

证券日报网讯 宁波色母（301019）11月17日在互动平台回答投资者提问时表示，截至2025年11月10日 公司股东人数为11438户。 ...

11月14日，宁波色母涨8.27%，成交额3.92亿元。两融数据显示，当日宁波色母获融资买入额4206.66万 元，融资偿还3504.77万元，融资净买入701.88万元。截至11月14日，宁波色母融资融券余额合计1.69亿 元。 融资方面，宁波色母当日融资买入4206.66万元。当前融资余额1.69亿元，占流通市值的4.44%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，宁波色母11月14日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 截至10月31日，宁波色母股东户数1.18万，较上期增加7.29%；人均流通股9476股，较上期减少6.79%。 2025年1月-9月，宁波色母实现营业收入3.45亿元，同比减少5.93%；归母净利润8250.64万元，同比增长 15.12%。 分红方面，宁波色母A股上市后累计派现2.35亿元。近三年，累计派现1.95亿元。 责任编辑：小浪快报 资料显示，宁波色母粒股份有限公司位于浙江省宁波市鄞州区潘火街道金辉西路168号，成立日期1999 年10月2 ...

格隆汇11月13日丨宁波色母(301019.SZ)公布，黄润园投资系公司控股股东、实际控制人任卫庆先生实 际控制的企业。截至本公告披露日，减持计划期限已届满，在减持计划期限内，黄润园投资减持公司股 份1,889,200股，占公司总股本1.1245%。 ...

诺安多策略混合A（320016）基金经理为孔宪政。 截至发稿，孔宪政累计任职时间4年352天，现任基金资产总规模56.08亿元，任职期间最佳基金回报 90%， 任职期间最差基金回报-16.74%。 11月12日，宁波色母涨5%，截至发稿，报20.99元/股，成交8090.57万元，换手率3.53%，总市值35.26亿 元。 资料显示，宁波色母粒股份有限公司位于浙江省宁波市鄞州区潘火街道金辉西路168号，成立日期1999 年10月21日，上市日期2021年6月28日，公司主营业务涉及色母粒的研发、生产、销售和技术服务。主 营业务收入构成为：色母粒98.95%，其他(补充)1.05%。 从基金十大重仓股角度 数据显示，诺安基金旗下1只基金重仓宁波色母。诺安多策略混合A（320016）三季度持有股数93.03万 股，占基金净值比例为0.52%，位居第四大重仓股。根据测算，今日浮盈赚取约93.03万元。 诺安多策略混合A（320016）成立日期2011年8月9日，最新规模18.55亿。今年以来收益75.34%，同类 排名210/8147；近一年收益70.65%，同类排名156/8056；成立以来收益238.4%。 风 ...

Core Insights - The POE film concept has seen a rise of 1.76%, ranking 6th among concept sectors, with 22 stocks increasing in value, including notable gainers such as Tuori New Energy and *ST Green Health, which hit the daily limit, and others like Fulei Ant and Fengguang Co., which rose by 6.99%, 5.05%, and 4.04% respectively [1][2] Market Performance - The top-performing concept sectors today include Cultivated Diamonds with a rise of 6.08%, Perovskite Batteries at 2.98%, and Dairy Industry at 2.37%, while sectors like Chinese AI 50 and Internet Insurance saw declines of -1.76% and -1.43% respectively [2] - The POE film concept attracted a net inflow of 0.84 billion yuan from major funds, with 11 stocks receiving net inflows, and 5 stocks exceeding 10 million yuan in net inflow. The leading stock in net inflow was Baofeng Energy, with 1.19 billion yuan, followed by Tuori New Energy and Wanhua Chemical with 1.08 billion yuan and 344.73 million yuan respectively [2][3] Fund Flow Analysis - The stocks with the highest net inflow ratios include Tuori New Energy at 50.39%, *ST Green Health at 48.08%, and Dingjide at 12.66% [3] - The detailed fund flow for the POE film concept shows Baofeng Energy with a 2.01% increase and a net inflow of 118.52 million yuan, while Tuori New Energy had a significant increase of 10.13% with a net inflow of 108.44 million yuan [3][4]

Group 1 - The company, Ningbo Color Masterbatch (301019), reported that as of October 31, 2025, the number of shareholders is expected to reach 11,762 [1]

Market Overview - The plastic sector increased by 0.84% on October 27, with Wanlong Magnetic Plastic 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 Gainers in the Plastic Sector - Wanlong Weisi (603150) closed at 41.42, up 10.01% with a trading volume of 66,400 shares and a turnover of 269 million yuan [1] - Ningbo Color Masterbatch (301019) closed at 20.34, up 7.51% with a trading volume of 102,400 shares [1] - Jundingda (301538) closed at 86.50, up 6.16% with a trading volume of 33,000 shares [1] - Changhong High-Tech (605008) closed at 18.62, up 3.62% with a trading volume of 62,800 shares [1] - Foshan Plastics Technology (000973) closed at 7.75, up 3.47% with a trading volume of 515,200 shares [1] Market Capital Flow - The plastic sector experienced a net outflow of 263 million yuan from institutional investors, while retail investors saw a net inflow of 36.98 million yuan [2] - The overall market showed a mixed trend with significant individual stock movements [2] Individual Stock Capital Flow - Foshan Plastics Technology (000973) had a net outflow of 44.17 million yuan from institutional investors, while retail investors had a net outflow of 42.13 million yuan [3] - Wanlong Magnetic Plastic (603150) saw a net inflow of 39.34 million yuan from institutional investors, but a net outflow of 16.73 million yuan from retail investors [3] - Dongcai Technology (601208) had a net inflow of 38.08 million yuan from institutional investors, with a net outflow of 55.14 million yuan from retail investors [3]

Group 1 - Ningbo Color Masterbatch Co., Ltd. experienced a stock price increase of 5.23%, reaching 19.91 CNY per share, with a trading volume of 65.35 million CNY and a turnover rate of 3.03%, resulting in a total market capitalization of 3.345 billion CNY [1] - The company, established on October 21, 1999, and listed on June 28, 2021, specializes in the research, production, sales, and technical services of color masterbatches, with 98.95% of its main business revenue derived from color masterbatches and 1.05% from other supplementary sources [1] Group 2 - Nanhua Fund has a significant holding in Ningbo Color Masterbatch, with its Nanhua Fengli Quantitative Stock Mixed A Fund (023365) maintaining 195,300 shares, unchanged from the previous period, accounting for 1.86% of the fund's net value, ranking as the fifth-largest holding [2] - The fund has a current scale of 38.2584 million CNY and has achieved a return of 13.36% since its inception on March 7, 2025 [2] Group 3 - The fund managers of Nanhua Fengli Quantitative Stock Mixed A are Huang Zhigang and Kang Dong, with Huang having a tenure of 13 years and 222 days, managing a total fund size of 1.118 billion CNY, achieving a best return of 196.59% and a worst return of -28.86% during his tenure [3] - Kang has a tenure of 2 years and 60 days, managing a fund size of 313 million CNY, with a best return of 20.31% and a worst return of 9.29% during his tenure [3]

Core Viewpoint - Ningbo Color Masterbatch (301019.SZ) reported a decline in revenue for the first three quarters of the year, while net profit showed a positive growth trend [1] Financial Performance - The company's operating revenue for the first three quarters was 340 million yuan, representing a year-on-year decrease of 5.93% [1] - The net profit attributable to shareholders of the listed company was 82.506 million yuan, reflecting a year-on-year increase of 15.12% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 70.36 million yuan, which is a year-on-year growth of 14.46% [1]