Swancor Advanced Materials (SH:688585) Mei Ri Jing Ji Xin Wen·2025-08-29 11:49Core Viewpoint - The article highlights the remarkable performance of the stock of Upwind New Materials (688585), which has achieved a staggering increase of 13.2 times since its initial surge in July 2023, making it the top-performing stock in the A-share market this year [2][3]. Company Performance - Upwind New Materials specializes in the research, production, and sales of environmentally friendly high-performance corrosion-resistant materials, materials for wind turbine blades, and new composite materials [4]. - The stock price peaked at 110.48 yuan on August 5, 2023, after a series of consecutive trading halts, marking a significant rise from its initial public offering price of 20.49 yuan in September 2020 [2][5]. Investor Activity - Notable investor He Mingkun has gained significant attention for his substantial holdings in Upwind New Materials, having increased his stake to 2.1492 million shares by the second quarter of 2023, resulting in a market value of approximately 180 million yuan [3][9]. - He Mingkun's investment strategy involved a long-term accumulation of shares, with significant purchases made during periods of low stock performance, particularly in the fourth quarters of 2022 and 2024 [5][9]. Market Context - Despite the overall market rally in 2023, Upwind New Materials did not experience any trading halts during the "924" market surge, which saw many other stocks significantly increase in value [6][7]. - The article raises questions about whether He Mingkun has realized his profits from the stock's dramatic rise, as he has been a long-term holder through various market fluctuations [10].