Swancor Advanced Materials (SH:688585) Mei Ri Jing Ji Xin Wen·2025-08-29 14:34Core Viewpoint - The article highlights the remarkable performance of the stock company, Upwind New Materials (688585), which has achieved a staggering increase of 13.2 times in its stock price, making it the top-performing stock in the A-share market this year [2]. Group 1: Stock Performance - Upwind New Materials experienced its first 20% daily limit increase on July 9, followed by ten consecutive limit increases, peaking at 110.48 yuan on August 5 [2]. - The stock's price surge has resulted in a significant gain for major shareholder He Mingkun, whose holdings have appreciated to approximately 180 million yuan [2]. - He Mingkun's investment strategy involved a two-year period of accumulation before the stock's explosive growth, indicating a long-term investment approach [2][5]. Group 2: Shareholder Activity - He Mingkun entered the top ten shareholders of Upwind New Materials in Q4 2022, initially acquiring 932,100 shares, but the stock did not perform well immediately after his investment [3]. - Throughout 2023 and into 2024, He continued to increase his holdings, reaching 1,049,000 shares by Q3 2023 and 1,032,000 shares by Q1 2024 [3]. - His total investment cost for the two major accumulation phases was estimated to be under 18 million yuan, with current holdings valued at over 180 million yuan [5]. Group 3: Market Context - Despite the overall market rally during the "924" period, Upwind New Materials did not experience any limit increases, highlighting the volatility and unpredictability of stock performance [4]. - The article raises questions about whether He Mingkun has sold any shares to realize his profits, given the significant increase in stock value [6]. - In addition to Upwind New Materials, He Mingkun also invested in another stock, Di Ao Wei (688381), which has not performed as well as the semiconductor sector overall [6].