格隆汇9月18日丨惠柏新材(301555.SZ)公布，公司收到东瑞国际出具的《关于股份减持期限届满暨实施 情况的告知函》，东瑞国际于2025年6月23日至2025年9月17日期间通过深圳证券交易所集中竞价和大宗 交易方式共计减持公司股份1,290,900股，减持股份数量占公司总股本的1.40%。截至本公告披露日，本 次减持计划期限已届满。 ...

惠柏新材料科技（上海）股份有限公司 证券代码：301555 证券简称：惠柏新材 公告编号：2025-045 关于5%以上股东减持期限届满暨实施情况的公告 持股5%以上股东东瑞国际有限公司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。 惠柏新材料科技（上海）股份有限公司（以下简称"公司"或"本公司"）于2025年5月 26日披露了《关于持股5%以上股东减持股份的预披露公告》（公告编号：2025-028），持有 公司股份10,164,000股（占本公司总股本比例11.02%）的股东东瑞国际有限公司（以下简称" 东瑞国际"）计划自上述公告披露日起的15个交易日后的3个月内通过集中竞价、大宗交易方 式合计减持本公司股份不超过2,768,001股，即不超过本公司总股本的3.00%（如遇派息、送股、 转增股本、配股等除权除息事项，上述拟减持股份数量将相应进行调整，但减持股份占本公司 总股本的比例不变）。 公司于2025年6月24日披露了《关于持股5%以上股东减持股份触及1%整数倍的公告》（ 公告编号：2025-033） ...

惠柏新材（301555.SZ）9月9日在投资者互动平台表示，公司主营业务为特种配方改性环氧树脂系列产 品的研发、生产和销售，主要包括风电叶片用环氧树脂、新型复合材料用环氧树脂、电子电气绝缘封装 用环氧树脂等多个应用系列产品。其中，公司新型复合材料用环氧树脂系列产品中的阻燃复合材料用环 氧树脂可适用于汽车大巴的内外装饰件，预浸料用环氧树脂可适用于汽车轻量化材料，快速固化RTM 环氧树脂可适用于各类型新能源汽车轻量化零部件。 （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：贵司在汽车轻量化、汽车零部件方面都有哪些产品？ ...

Group 1 - The company specializes in the research, production, and sales of specialty formulated modified epoxy resin series products [1] - Main product applications include epoxy resins for wind turbine blades, new composite materials, and electronic electrical insulation packaging [1] - The company has not established a partnership with Yushu Technology [1]

Core Insights - The company, Huibo New Materials, specializes in the research, production, and sales of specialty formula modified epoxy resin products [2] - The main product lines include epoxy resins for wind turbine blades, new composite materials, and electronic insulation packaging [2] Product Applications - The company's products are widely applicable in various fields such as wind energy, sports equipment (e.g., bicycle frames, golf clubs), fishing rods, rail transportation, automotive lightweighting, hydrogen storage bottles, carbon plates, sports shoe materials, robotic arms, drones, LED packaging, and electronic components [2]

Group 1 - The company hosted a specific object research and on-site visit with 25 institutions, including major securities firms [1][2] - The research activity took place on September 2, 2025, from 11:00 to 12:00 at the company's location [2] Group 2 - The garbage incineration power generation industry is facing a slowdown in new domestic projects due to a complex economic environment, but there are opportunities in overseas markets [3] - The company's products and technologies can be applied in various fields, including marine equipment, biomass power generation, energy, chemicals, metallurgy, and papermaking [3] - As of June 30, 2025, overseas revenue accounted for approximately 55% of the company's total revenue, with strong bargaining power due to technical strength and cost advantages [3] - The company has three production bases, with plans for flexible capacity adjustments based on domestic and overseas orders [3] - The company has set performance assessment targets for its 2025-2027 restricted stock incentive plan, aiming for a revenue growth rate of no less than 10% in 2025, 40% in 2026, and 80% in 2027 based on 2024 revenue [3] - The impact of U.S. tariffs on the company is minimal, as orders from the U.S. market are small, and future orders will mainly be produced in Vietnam, where tariffs are lower [3] - The U.S. gas boiler market is expected to experience structural growth due to increased electricity demand from AI developments, leading to a significant rise in gas boiler demand [3]

富荣福康混合A（005104）成立日期2018年2月11日，最新规模477.13万。今年以来收益49.09%，同类 排名526/8194；近一年收益76.16%，同类排名802/7963；成立以来收益23.33%。 富荣福康混合A（005104）基金经理为姜帆。 截至发稿，姜帆累计任职时间1年68天，现任基金资产总规模1940.21万元，任职期间最佳基金回报 48.39%， 任职期间最差基金回报2.21%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 8月27日，惠柏新材跌5%，截至发稿，报32.30元/股，成交2.01亿元，换手率12.53%，总市值29.80亿 元。 资料显示，惠柏新材料科技(上海)股份有限公司位于上海市嘉定区江桥镇博园路558号第2幢，成立日期 2010年12月15日，上市日期2023年10月31日，公司主营业务涉及特种配方改性环氧树脂系列产品的研 发、生产和销售,主要包括风电叶片用环氧树脂、新型复合材料用环氧树脂、电子电气绝缘封装用环氧 树脂等 ...

Core Viewpoint - Huibo New Materials Technology (Shanghai) Co., Ltd. reported strong financial performance for the first half of 2025, with significant growth in both revenue and net profit, indicating robust operational resilience and growth momentum [1][2]. Financial Performance - The company achieved a revenue of 1.015 billion yuan, representing a year-on-year increase of 98.18% [1]. - The net profit attributable to shareholders was 33.2047 million yuan, with a non-recurring net profit of 30.9783 million yuan [1]. Business Segments - The growth in revenue is primarily driven by the increase in sales volume of core products, particularly epoxy resin for wind turbine blades, which generated sales of 831 million yuan, up over 124% year-on-year [1][2]. - Revenue from epoxy resin for new composite materials reached 140 million yuan, reflecting a growth of over 41% [1][2]. Market Position and Strategy - As a leader in epoxy resin for wind turbine blades, the company has strengthened strategic partnerships with downstream customers, enhancing its market share in high-performance resin systems for large offshore wind turbine blades [2]. - The company is actively developing lightweight, high-strength epoxy resin products suitable for ultra-long blades and floating wind power, with several models certified and entering small batch supply [2]. Capacity Expansion - The construction of the Zhuhai factory, with a total investment of approximately 400 million yuan and a designed annual production capacity of 82,000 tons of new electronic specialty materials, is set to be completed by September 2024 [2]. - This project aims to expand production capacity for wind power resins and focus on new product lines such as electronic-grade resins and high-end adhesives, enhancing the company's order-taking capability and market responsiveness [2]. Industry Outlook - Industry experts suggest that the company's product lines are closely tied to high-growth sectors, and the release of production capacity is well-aligned with industry demand, positioning the company for rapid growth over the next three years [2].

Core Viewpoint - Hebei New Materials (301555.SZ) reported its semi-annual results for 2025, highlighting significant institutional ownership and changes in investor composition [1] Institutional Ownership - As of August 26, 2025, a total of 13 institutional investors disclosed holdings in Hebei New Materials A-shares, with a combined holding of 57.947 million shares, representing 62.80% of the total share capital [1] - The top ten institutional investors include companies such as Hu Li Epoxy Resin Co., Ltd., Dongrui International Co., Ltd., and UBS AG, with their combined holding percentage at 62.15% [1] - Compared to the previous quarter, the combined holding percentage of the top ten institutions decreased by 2.35 percentage points [1] Public Fund and Foreign Investment - In the current period, one new public fund was disclosed, namely the Furong Fukan Mixed A Fund [1] - Regarding foreign investment, one foreign fund, Dongrui International Co., Ltd., reduced its holdings by 0.17% compared to the previous quarter, while UBS AG was a newly disclosed foreign institution [1]

Group 1 - The company did not distribute cash dividends, issue bonus shares, or increase capital from reserves during the reporting period [2] - The company’s main business includes the research, production, and sales of specialty modified epoxy resin products, which are widely used in various industries such as wind power, sports equipment, and electronics [3][4] - The company achieved a main business revenue of 1,012.44 million yuan, representing a year-on-year increase of 98.42%, and a net profit attributable to shareholders of 33.20 million yuan, reflecting a year-on-year growth of 844.33% [4] Group 2 - Revenue from epoxy resin for wind turbine blades reached 831.22 million yuan, an increase of 124.81% year-on-year, while revenue from new composite material epoxy resin was 139.50 million yuan, growing by 41.89% year-on-year [4]