COTRAN(SZ:300731) Xin Lang Cai Jing·2025-10-21 03:10Core Viewpoint - The stock of Shenzhen Kexin New Materials Co., Ltd. has shown significant performance, with a year-to-date increase of 97.72% and a recent market capitalization of 5.38 billion yuan [1][2]. Company Overview - Shenzhen Kexin New Materials Co., Ltd. was established on January 10, 2008, and listed on December 8, 2017. The company specializes in the research, production, and sales of high-performance special rubber sealing materials, providing comprehensive solutions for waterproofing, insulation, fireproofing, and sealing [2]. - The main revenue components include: 56.03% from heat dissipation metal structural parts, 16.51% from automotive sealing strips, 13.65% from insulation and fireproof materials, 10.82% from waterproof sealing materials, and 2.98% from other products [2]. Financial Performance - For the first half of 2025, the company achieved operating revenue of 541 million yuan, representing a year-on-year growth of 43.90%. The net profit attributable to shareholders was 17.60 million yuan, a significant increase of 520.71% [2]. - Cumulative cash dividends since the A-share listing amount to 87.28 million yuan, with 22.76 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders is 13,300, a decrease of 11.71% from the previous period. The average circulating shares per person increased by 13.26% to 9,006 shares [2]. - Notable new institutional shareholders include Xin'ao New Energy Industry Stock A and Xin'ao Zhiyuan Three-Year Holding Period Mixed A, holding 2.21 million shares and 963,400 shares respectively [3].