COTRAN(SZ:300731) Xin Lang Cai Jing·2025-11-21 02:06Group 1 - The core viewpoint of the news is that Shenzhen Kexin New Materials Co., Ltd. experienced a decline in stock price, with a drop of 5.44% to 44.65 CNY per share, resulting in a total market capitalization of 5.645 billion CNY [1] - 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 [1] - The revenue composition of the company's main business includes: 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 [1] Group 2 - Dongwu Fund has a significant holding in Kexin New Materials, with the Dongwu Double Triangle Stock A fund holding 79,000 shares, accounting for 3.74% of the fund's net value, making it the fifth-largest holding [2] - The Dongwu Double Triangle Stock A fund has a total scale of 23.4891 million CNY and has achieved a return of 37.68% year-to-date, ranking 894 out of 4208 in its category [2] - The fund manager, Chen Weibin, has been in position for 263 days, with the fund's total asset scale at 93.409 million CNY, achieving a best return of 30.09% and a worst return of 29.64% during his tenure [3]