11月14日，争光股份跌0.54%，成交额6407.79万元。两融数据显示，当日争光股份获融资买入额613.40 万元，融资偿还1005.46万元，融资净买入-392.06万元。截至11月14日，争光股份融资融券余额合计 7905.11万元。 融资方面，争光股份当日融资买入613.40万元。当前融资余额7905.11万元，占流通市值的1.78%，融资 余额超过近一年80%分位水平，处于高位。 融券方面，争光股份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。 资料显示，浙江争光实业股份有限公司位于浙江省杭州市临平经济技术开发区羽书街1号，成立日期 1996年2月9日，上市日期2021年11月2日，公司主营业务涉及离子交换与吸附树脂的研发、生产及销 售。主营业务收入构成为：离子交换与吸附树脂产品99.89%，其他0.11%。 截至11月10日，争光股份股东户数1.11万，较上期增加3.94%；人均流通股5471股，较上期减少3.79%。 2025年1月-9月，争光股份实现营业收入4.85亿元， ...

证券日报网讯争光股份11月14日在互动平台回答投资者提问时表示，根据中国结算深圳分公司的最新数 据，截至2025年11月10日，公司股东户数为11084户。 （文章来源：证券日报） ...

Core Points - On November 12, Zhangguang Co., Ltd. experienced a decline of 0.70% in stock price, with a trading volume of 52.83 million yuan [1] - The financing data indicates a net financing outflow of 1.62 million yuan on the same day, with total financing and securities lending balance reaching 83.15 million yuan [1] - The company reported a revenue of 485 million yuan for the first nine months of 2025, representing a year-on-year growth of 16.35% [2] Financing and Securities Lending - On November 12, the financing buy-in amount was 6.87 million yuan, while the financing repayment was 8.48 million yuan, resulting in a net financing buy-in of -1.62 million yuan [1] - The current financing balance of 83.15 million yuan accounts for 1.91% of the circulating market value, indicating a high level compared to the past year [1] - There were no securities lent or repaid on November 12, with the securities lending balance also at zero, placing it in the 90th percentile of the past year's data [1] Company Overview - Zhangguang Co., Ltd. is located in Linping Economic and Technological Development Zone, Hangzhou, Zhejiang Province, and was established on February 9, 1996 [1] - The company specializes in the research, production, and sales of ion exchange and adsorption resins, with 99.89% of its revenue derived from these products [1] - As of October 31, the number of shareholders increased by 4.39% to 10,700, while the average circulating shares per person decreased by 4.20% to 5,686 shares [2] Financial Performance - For the first nine months of 2025, the net profit attributable to the parent company was approximately 79.07 million yuan, reflecting a year-on-year increase of 2.23% [2] - Since its A-share listing, the company has distributed a total of 101 million yuan in dividends, with 85.39 million yuan distributed over the past three years [2] - As of September 30, 2025, Southern Zhihong Mixed A (020645) was the sixth largest circulating shareholder, holding 325,600 shares as a new investor [2]

Core Insights - On November 11, Zhangguang Co., Ltd. experienced a slight decline of 0.24% in stock price, with a trading volume of 48.5865 million yuan [1] - The company reported a financing buy-in amount of 6.5197 million yuan and a financing repayment of 6.4318 million yuan on the same day, resulting in a net financing buy of 0.0879 million yuan [1] - As of November 11, the total margin balance for Zhangguang Co. was 84.7671 million yuan, which represents 1.93% of its circulating market value, indicating a high level compared to the past year [1] Financing Overview - On November 11, the financing buy-in for Zhangguang Co. was 6.5197 million yuan, with a total financing balance of 84.7671 million yuan, exceeding the 90th percentile level over the past year [1] - In terms of securities lending, there were no shares repaid or sold on November 11, with a total lending balance of 0.00 yuan, also indicating a high level compared to the past year [1] Company Profile - Zhangguang Co., Ltd. is located in Linping Economic and Technological Development Zone, Hangzhou, Zhejiang Province, and was established on February 9, 1996, with its listing date on November 2, 2021 [1] - The company's main business involves the research, production, and sales of ion exchange and adsorption resins, with 99.89% of its revenue derived from these products [1] Financial Performance - For the period from January to September 2025, Zhangguang Co. achieved an operating income of 485 million yuan, representing a year-on-year growth of 16.35% [2] - The net profit attributable to the parent company for the same period was 79.0659 million yuan, reflecting a year-on-year increase of 2.23% [2] - Since its A-share listing, the company has distributed a total of 101 million yuan in dividends, with 85.3917 million yuan distributed over the past three years [2] Shareholder Information - As of October 31, 2025, the number of shareholders for Zhangguang Co. reached 10,700, an increase of 4.39% from the previous period [2] - The average number of circulating shares per shareholder was 5,686, which decreased by 4.20% compared to the previous period [2] - Among the top ten circulating shareholders, Southern Zhihong Mixed A (020645) ranked as the sixth largest shareholder, holding 325,600 shares as a new investor [2]

| 交易日 | 融资净买入(元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-11-10 | 137.73万 | 8467.92万 | 4.26% | | 2025-11-07 | 125.20万 | 8330.19万 | 4.22% | | 2025-11-06 | 977.21万 | 8204.99万 | 4.16% | | 2025-11-05 | -70.28万 | 7227.78万 | 3.88% | | 2025-11-04 | -212.05万 | 7298.06万 | 3.90% | 融券方面，当日无融券交易。 | 交易日 | 两融余额(元) | 余额变动 (元) | 变动幅度 | | --- | --- | --- | --- | | 2025-11-10 | 8467.92万 | 137.73万 | 1.65% | | 2025-11-07 | 8330.19万 | 125.20万 | 1.53% | | 2025-11-06 | 8204.99万 | 977.21万 | 13.52% | | 2025-11-05 | 722 ...

Core Viewpoint - The stock of Zhejiang Zhangguang Industrial Co., Ltd. (Zhangguang Co.) experienced a significant increase of 5.97% on November 6, with a trading volume of 168 million yuan, indicating strong market interest and activity in the company’s shares [1]. Financing Summary - On November 6, Zhangguang Co. had a financing buy-in amount of 21.17 million yuan, with a net financing buy of 9.77 million yuan after 11.40 million yuan in financing repayments [1]. - As of November 6, the total financing and securities lending balance for Zhangguang Co. was 82.05 million yuan, which represents 1.88% of its circulating market value, indicating a high level of financing activity compared to the past year [1]. - The company had no securities lending activity on November 6, with both securities lent and repaid being zero, placing it in the 90th percentile for the past year, suggesting a lack of short-selling interest [1]. Business Performance - For the period from January to September 2025, Zhangguang Co. reported a revenue of 485 million yuan, reflecting a year-on-year growth of 16.35%, while the net profit attributable to shareholders was 79.07 million yuan, up 2.23% year-on-year [2]. - Since its A-share listing, Zhangguang Co. has distributed a total of 101 million yuan in dividends, with 85.39 million yuan distributed over the last three years [2]. Shareholder Information - As of October 31, the number of shareholders for Zhangguang Co. reached 10,700, an increase of 4.39% from the previous period, while the average number of circulating shares per shareholder decreased by 4.20% to 5,686 shares [2]. - Among the top ten circulating shareholders, Southern Zhihong Mixed A (020645) is the sixth largest, holding 325,600 shares as a new shareholder [2].

Market Overview - The plastic sector increased by 1.57% on November 6, with Zhonglun New Materials leading the gains [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Stock Performance - Zhonglun New Materials (301565) closed at 26.42, up 6.58% with a trading volume of 155,300 shares and a turnover of 406 million yuan [1] - Fospower Technology (000973) closed at 9.81, up 6.40% with a trading volume of 1,762,200 shares and a turnover of 1.675 billion yuan [1] - Xiangyuan New Materials (300980) closed at 32.35, up 6.27% with a trading volume of 163,800 shares and a turnover of 516 million yuan [1] - Other notable stocks include Zhenguang Co. (301092) up 5.97%, and Jishi Chemical (688669) up 5.89% [1] Capital Flow - The plastic sector saw a net inflow of 277 million yuan from institutional investors, while retail investors experienced a net outflow of 266 million yuan [2][3] - Major stocks with significant net inflows include Dongcai Technology (601208) with 91.99 million yuan and Fospower Technology (000973) with 55.98 million yuan [3] - Retail investors showed a notable outflow from stocks like Zhonglun New Materials (301565) and Zhejiang Zhongcheng (002522) [3]

Core Viewpoint - The company is actively progressing with the construction of the Jingmen project, with most equipment installation completed and testing expected to begin by the end of the year [1] Group 1 - The company has increased market expansion and sales efforts in anticipation of the Jingmen project's upcoming production [1]

争光股份（301092.SZ）11月6日在投资者互动平台表示，目前公司产能利用率处合理状态，能够满足生 产交付需求；荆门项目正在抓紧建设当中，预计2025年年底开始调试试生产，2026年4月底前达到预定 可使用状态，最终以实际开展为准。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问目前公司宁波工厂的产能利用率如何？荆门工厂 预计什么时候可以释放一部分业绩出来？ ...

争光股份（301092.SZ）11月6日在投资者互动平台表示，荆门项目正在有序推进中，因部分定制化设备 的购置、安装及验收等方面出现不同程度放缓，实际实施进度比原定达到预定可使用状态进度有所推 迟。目前项目设备安装已接近尾声，公司会全力以赴加快项目建设，争取早日投产！ （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：为什么荆门工厂之前说的2025年下半年投产，但是后 来又变成了2026年4月份，无故推迟，是因为公司市场销售不及预期吗？ ...