HSSM(SZ:002290) Sou Hu Cai Jing·2025-09-15 07:42Core Viewpoint - He Sheng New Materials experienced a limit-up on September 15, closing at 38.72 yuan, driven by strong performance growth, strategic investments, management confidence, and sector momentum [1]. Financial Performance - The company reported a 58.31% year-on-year increase in net profit for the first half of 2025, with a 57.4% increase in net profit after deducting non-recurring items [1]. - Export revenue grew by 13.65%, and gross margin improved by 8.49 percentage points [1]. Strategic Investments - He Sheng New Materials made a strategic investment of 250 million yuan in Shanghai Yizhi Electronic Technology, focusing on high-end server processor chip design [1]. - The company also entered the artificial intelligence chip and large model application fields through its stake in Shanghai Haixi Technology, enhancing expectations for business diversification [1]. Management Confidence - Company director Wu Haifeng announced a plan to increase his shareholding by 10 to 20 million yuan, signaling management's confidence in the company's future [1]. Market Dynamics - On the same day, the white goods and electronic technology sectors showed active performance, creating a market resonance effect [1]. - The net inflow of main funds was 57.03 million yuan, accounting for 21.92% of the total trading volume [2]. Recent Fund Flow Overview - The recent fund flow data indicates a significant net inflow of main funds on September 15, with a 10% increase in stock price [2]. - The previous trading days showed fluctuations in fund flows, with varying net inflows and outflows from main, retail, and speculative funds [2]. Sector Performance - The white goods concept rose by 0.23%, while the computing integrated machine concept increased by 0.21% on the same day [4].