10月10日，佛塑科技盘中上涨2.00%，截至10:24，报8.16元/股，成交2.32亿元，换手率2.99%，总市值 78.94亿元。 佛塑科技所属申万行业为：基础化工-塑料-膜材料。所属概念板块包括：铝塑膜、固态电池、石墨烯、 锂电池、新能源等。 截至9月19日，佛塑科技股东户数7.60万，较上期减少10.55%；人均流通股12734股，较上期增加 11.79%。2025年1月-6月，佛塑科技实现营业收入10.78亿元，同比增长0.99%；归母净利润5299.01万 元，同比增长5.20%。 分红方面，佛塑科技A股上市后累计派现7.98亿元。近三年，累计派现1.40亿元。 责任编辑：小浪快报 资金流向方面，主力资金净流入1243.78万元，特大单买入1436.87万元，占比6.19%，卖出513.36万元， 占比2.21%；大单买入4312.12万元，占比18.58%，卖出3991.86万元，占比17.20%。 佛塑科技今年以来股价涨38.19%，近5个交易日涨11.93%，近20日涨11.32%，近60日涨20.35%。 资料显示，佛山佛塑科技集团股份有限公司位于广东省佛山市禅城区张槎街道轻工三路7号自 ...

①绿醇行业10月份有望迎来重要催化，这家公司50万吨示范项目成功投产，第二成长曲线逐步成型； ② 固态电池驱动铝塑膜迎来深刻变革，公司通过收购国内龙头一跃成为产业链核心受益标的，并有望借此实 现困境反转。 财联社倾力打造王牌栏目《风口研报》，替您"扒一扒"市场含金量超高的研报、调研信息。以机构视 角，追踪研报和调研纪要细节里的"超预期"、"拐点"、"事件催化"和"价值洼地"。 前言 ...

Company Overview - Zhejiang Dazhongnan Co., Ltd. is located in Zhuji City, Zhejiang Province, and was established on June 8, 2000. The company was listed on July 28, 2008. Its main business involves the research, production, and sales of plastic films and new materials [1][2]. Financial Performance - For the first half of 2025, Dazhongnan achieved an operating income of 637 million yuan, a year-on-year decrease of 1.46%. However, the net profit attributable to shareholders increased by 151.81% to 7.94 million yuan [2]. - The company has cumulatively distributed 172 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3]. Stock Performance - As of September 25, Dazhongnan's stock price was 3.70 yuan per share, with a market capitalization of 6.95 billion yuan. The stock has increased by 49.19% year-to-date but has seen a decline of 12.53% over the last five trading days [1]. - The stock has appeared on the "龙虎榜" (a trading board for stocks with significant trading activity) eight times this year, with the most recent appearance on July 11, where it recorded a net buy of -13.87 million yuan [1]. Shareholder Information - As of September 19, the number of shareholders for Dazhongnan was 136,600, a decrease of 9.88% from the previous period. The average circulating shares per person increased by 10.97% to 13,749 shares [2]. - As of June 30, 2025, Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders [3]. Industry Context - Dazhongnan operates within the basic chemical industry, specifically in the plastic film and membrane materials sector. The company is associated with concepts such as aluminum-plastic films, lithium batteries, graphene, photovoltaic glass, and solar energy [2].

Company Overview - Jiemai Technology Co., Ltd. is located in Anji Economic Development Zone, Zhejiang Province, and was established on April 9, 2001. The company went public on April 7, 2017. Its main business involves the research, production, and sales of electronic component thin carrier tapes [1]. - The revenue composition of Jiemai Technology includes 83.94% from electronic packaging materials, 12.02% from electronic-grade film materials, and 4.04% from other sources [1]. Stock Performance - As of September 24, Jiemai Technology's stock price increased by 2.21% to 31.86 CNY per share, with a total market capitalization of 13.73 billion CNY. The trading volume reached 94.56 million CNY, with a turnover rate of 0.74% [1]. - Year-to-date, the stock price has risen by 54.43%. Over the past five trading days, it has decreased by 1.91%, while it has increased by 8.96% over the last 20 days and by 60.83% over the last 60 days [1]. Financial Performance - For the first half of 2025, Jiemai Technology reported a revenue of 962 million CNY, representing a year-on-year growth of 14.67%. However, the net profit attributable to shareholders decreased by 18.78% to 98.49 million CNY [2]. - Since its A-share listing, Jiemai Technology has distributed a total of 673 million CNY in dividends, with 274 million CNY distributed over the past three years [3]. Shareholder Information - As of September 19, the number of shareholders for Jiemai Technology reached 14,300, an increase of 8.79% from the previous period. The average number of circulating shares per person decreased by 8.08% to 28,461 shares [2]. - As of June 30, 2025, Hong Kong Central Clearing Limited was the fifth-largest circulating shareholder, holding 4.6083 million shares, an increase of 226,400 shares from the previous period [3].

Core Viewpoint - The stock of Xingyuan Material has shown a significant increase of 42.40% year-to-date, despite a recent decline of 2.34% over the last five trading days, indicating volatility in its performance [1]. Financial Performance - For the first half of 2025, Xingyuan Material reported a revenue of 1.898 billion yuan, representing a year-on-year growth of 14.78% [2]. - The net profit attributable to shareholders for the same period was 100 million yuan, which reflects a substantial decrease of 58.53% compared to the previous year [2]. Shareholder Information - As of June 30, 2025, the number of shareholders for Xingyuan Material reached 115,200, an increase of 26.79% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 21.13% to 10,532 shares [2]. Dividend Distribution - Since its A-share listing, Xingyuan Material has distributed a total of 791 million yuan in dividends, with 490 million yuan distributed over the last three years [3]. Institutional Holdings - As of June 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 15.1284 million shares, a decrease of 1.1284 million shares from the previous period [3]. - The fourth-largest circulating shareholder is Southern CSI 1000 ETF, which increased its holdings by 2.3490 million shares to 12.4104 million shares [3].

Group 1 - The core business of Foster includes the research, production, and sales of solar cell encapsulants, copolyamide mesh hot melt adhesives, and solar cell backsheets, with the main revenue sources being photovoltaic encapsulants (90.65%), photosensitive dry films (4.08%), and photovoltaic backsheets (2.20%) [2] - As of June 30, 2025, Foster reported a revenue of 7.959 billion yuan, a year-on-year decrease of 26.06%, and a net profit attributable to shareholders of 496 million yuan, down 46.60% year-on-year [2] - Since its A-share listing, Foster has distributed a total of 3.669 billion yuan in dividends, with 1.361 billion yuan distributed over the past three years [3] Group 2 - As of June 30, 2025, the number of shareholders in Foster was 71,700, a decrease of 0.28% from the previous period, with an average of 36,370 circulating shares per person, an increase of 0.28% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 95.8434 million shares, an increase of 21.0567 million shares from the previous period [3] - The stock price of Foster has increased by 4.54% year-to-date, but has decreased by 6.81% over the last five trading days [1]

截至6月30日，星源材质股东户数11.52万，较上期增加26.79%；人均流通股10532股，较上期减少 21.13%。2025年1月-6月，星源材质实现营业收入18.98亿元，同比增长14.78%；归母净利润1.00亿元， 同比减少58.53%。 分红方面，星源材质A股上市后累计派现7.91亿元。近三年，累计派现4.90亿元。 机构持仓方面，截止2025年6月30日，星源材质十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股1512.84万股，相比上期减少112.84万股。南方中证1000ETF（512100）位居第四大流通股 东，持股1241.04万股，相比上期增加234.90万股。汇添富中证新能源汽车产业指数(LOF)A（501057） 位居第十大流通股东，持股818.56万股，相比上期减少37.43万股。 责任编辑：小浪快报 9月23日，星源材质盘中下跌2.03%，截至10:22，报13.50元/股，成交4.24亿元，换手率2.54%，总市值 181.16亿元。 资金流向方面，主力资金净流出2241.28万元，特大单买入1340.34万元，占比3.16%，卖出3371.49万 元，占比7. ...

Company Overview - Zhejiang Dazhongnan Co., Ltd. is located in Zhuji City, Zhejiang Province, established on June 8, 2000, and listed on July 28, 2008. The company specializes in the research, production, and sales of plastic films and new materials [1][2]. Financial Performance - For the first half of 2025, Dazhongnan achieved operating revenue of 637 million yuan, a year-on-year decrease of 1.46%. The net profit attributable to the parent company was 7.94 million yuan, reflecting a year-on-year increase of 151.81% [2]. - Since its A-share listing, Dazhongnan has distributed a total of 172 million yuan in dividends, with no dividends paid in the last three years [3]. Stock Performance - As of September 18, Dazhongnan's stock price was 4.23 yuan per share, with a market capitalization of 7.945 billion yuan. The stock has increased by 70.56% year-to-date, with a 1.68% increase over the last five trading days, 13.10% over the last twenty days, and 24.05% over the last sixty days [1]. - The stock experienced a net outflow of 49.16 million yuan in principal funds, with significant buying and selling activity recorded [1]. Shareholder Information - As of September 10, Dazhongnan had 151,600 shareholders, an increase of 24.10% from the previous period. The average circulating shares per person decreased by 19.42% to 12,390 shares [2]. - As of June 30, 2025, Hong Kong Central Clearing Limited exited the list of the top ten circulating shareholders [3]. Industry Classification - Dazhongnan belongs to the basic chemical industry, specifically in the plastic film materials sector. The company is associated with various concept sectors, including aluminum-plastic films, lithium batteries, graphene, new energy vehicles, and photovoltaic glass [2].

Core Viewpoint - The stock of Guangdong Yinglian Packaging Co., Ltd. has shown significant volatility, with a year-to-date increase of 149.88% but a recent decline of 9.32% over the past five trading days [1] Group 1: Stock Performance - As of September 17, the stock price reached 20.54 CNY per share, with a market capitalization of 8.627 billion CNY [1] - The trading volume was 316 million CNY, with a turnover rate of 6.09% [1] - The stock has appeared on the "Dragon and Tiger List" nine times this year, with the latest appearance on September 10, where it recorded a net buy of -144 million CNY [1] Group 2: Company Overview - Yinglian Packaging was established on January 11, 2006, and went public on February 7, 2017, focusing on the research, production, and sales of "safe, environmentally friendly, and easy-to-open" metal packaging products [2] - The main revenue sources include easy-open lids for canned food (43.25%), beverage easy-open lids (29.45%), and other products [2] - The company operates within the light industry manufacturing sector, specifically in packaging and printing, and is involved in concepts such as aluminum-plastic films and solid-state batteries [2] Group 3: Financial Performance - For the first half of 2025, Yinglian Packaging reported a revenue of 1.081 billion CNY, reflecting a year-on-year growth of 10.97%, and a net profit attributable to shareholders of 25.178 million CNY, marking a substantial increase of 404.18% [2] - The company has distributed a total of 1.09 billion CNY in dividends since its A-share listing, with 10.04 million CNY distributed over the past three years [3] - As of June 30, 2025, the number of shareholders increased by 12.66% to 36,900, while the average circulating shares per person decreased by 11.24% to 6,972 shares [2]

Core Viewpoint - Enjie Co., Ltd. has experienced fluctuations in stock price and trading volume, with a notable increase in stock price year-to-date, but recent declines in the short term [1][2]. Company Overview - Enjie Co., Ltd. is located in Yuxi City, Yunnan Province, and was established on April 5, 2006, with its listing date on September 14, 2016. The company specializes in various packaging and printing products, lithium battery separators, aluminum-plastic films, and water treatment membranes [2]. - The main revenue composition includes lithium battery separators (83.64%), sterile packaging (7.82%), BOPP films (4.75%), and other products [2]. Financial Performance - For the first half of 2025, Enjie Co., Ltd. achieved operating revenue of 5.763 billion yuan, representing a year-on-year growth of 20.48%. However, the net profit attributable to shareholders was -931.138 million yuan, a decrease of 131.99% compared to the previous year [2]. - The company has distributed a total of 2.825 billion yuan in dividends since its A-share listing, with 1.874 billion yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders reached 100,900, an increase of 4.23% from the previous period, with an average of 8,086 circulating shares per person, a decrease of 4.22% [2][3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 30.5894 million shares, an increase of 6.267 million shares from the previous period [3].