董理累计任职时间10年298天，现任基金资产总规模29.67亿元，任职期间最佳基金回报77.02%， 任职 期间最差基金回报-20.24%。 从基金十大重仓股角度 数据显示，兴证全球基金旗下1只基金重仓禾盛新材。兴全轻资产混合(LOF)（163412）三季度持有股 数374.66万股，占基金净值比例为5.16%，位居第四大重仓股。根据测算，今日浮盈赚取约183.58万 元。 数据显示，兴证全球基金旗下1只基金位居禾盛新材十大流通股东。兴全轻资产混合(LOF)（163412） 三季度新进十大流通股东，持有股数374.66万股，占流通股的比例为1.51%。根据测算，今日浮盈赚取 约183.58万元。 兴全轻资产混合(LOF)（163412）成立日期2012年4月5日，最新规模29.67亿。今年以来收益16.71%，同 类排名4885/8085；近一年收益14.66%，同类排名4998/8085；成立以来收益586.15%。 兴全轻资产混合(LOF)（163412）基金经理为程剑、董理。 截至发稿，程剑累计任职时间2年337天，现任基金资产总规模32.48亿元，任职期间最佳基金回报 43.74%， 任职期间最差基金 ...

Core Viewpoint - The company, He Sheng New Materials, has a small volume of appliance exterior composite materials exported to Europe [1] Group 1 - The company was asked by investors about its product exports to Europe [1] - He Sheng New Materials confirmed that the volume of exports to Europe is relatively small [1]

据智通财经报道，记者从阿里资产司法拍卖平台获悉，近日，深圳市一套评估价格超过2亿元的别墅，降价超过66%起拍，因无人出价而流拍。 2023年8月，深圳市中级人民法院在淘宝网司法拍卖网络平台第一次公开拍卖此物业，起拍价为2.01亿余元，当时被称为"深圳法拍最贵住宅"。随后又七 次挂拍，每次起拍价都有大幅下调，最后都因无人出价流拍。2025年12月24日进行第八次拍卖，起拍价比评估价少了1.3亿多元。 两块腕表超5000万元成交 值得一提的是，该套房产系"中科创系"涉案资产，其首脑、禾盛新材前实控人张伟已因领导黑社会性质组织罪等11项罪名被判无期徒刑。 2亿元豪华别墅降价超六成仍流拍 已欠物业费超200万元、电费10万元 阿里平台的相关拍卖信息显示，该物业是深圳观澜湖高尔夫大宅*蔓菲亚区E4栋房地产及附属，由广东省深圳市中级人民法院处置，起拍价6673.3675万 元，要求保证金1334万元，加价幅度为333000元。这已经是该处资产的第8次拍卖。 该处物业的房产证载明房产面积1536.54平方米，另外赠送874平方米，还有后来加建的1529.95平方米，房产整体面积合计约3935.02平方米。总楼层6层 （地上 ...

2亿元豪华别墅降价超六成仍流拍 已欠物业费超200万元、电费10万元 阿里平台的相关拍卖信息显示，该物业是深圳观澜湖高尔夫大宅*蔓菲亚区E4栋房地产及附属，由广东省深圳市中级人民法院处置，起拍价6673.3675万 元，要求保证金1334万元，加价幅度为333000元。这已经是该处资产的第8次拍卖。 该处物业的房产证载明房产面积1536.54平方米，另外赠送874平方米，还有后来加建的1529.95平方米，房产整体面积合计约3935.02平方米。总楼层6层 （地上4层、地下2层），同时带有超大私家花园。拍卖公告还显示，截止至2024年10月26日，该房产尚欠付物业管理及相关费用共计2158574.93元；截止 至2024年9月26日，欠缴电费103313.49元。上述相关欠款将由买受人承担。 此外，该房产还有抵押，抵押权人招商银行深圳分行称其对该房产享有抵押权，本金22246160.95元，截止至2025年8月11日的本息为人民币37324394.56 元，后续将持续增加，该款项由买受人承担。 值得一提的是，因未能查询加建部分的报建手续等资料，拍卖评估价未能对加建部分估价。 2023年8月，深圳市中级人民法院 ...

数据显示，兴证全球基金旗下1只基金位居禾盛新材十大流通股东。兴全轻资产混合(LOF)（163412） 三季度新进十大流通股东，持有股数374.66万股，占流通股的比例为1.51%。根据测算，今日浮盈赚取 约224.8万元。连续3天上涨期间浮盈赚取764.31万元。 兴全轻资产混合(LOF)（163412）成立日期2012年4月5日，最新规模29.67亿。今年以来收益14.4%，同 类排名5088/8088；近一年收益14.06%，同类排名5102/8058；成立以来收益572.59%。 兴全轻资产混合(LOF)（163412）基金经理为程剑、董理。 12月24日，禾盛新材涨1.44%，截至发稿，报42.28元/股，成交1.74亿元，换手率1.66%，总市值104.90 亿元。禾盛新材股价已经连续3天上涨，区间累计涨幅5.07%。 资料显示，苏州禾盛新型材料股份有限公司位于江苏省苏州工业园区旺墩路135号融盛商务中心1幢2410 室，成立日期2002年11月15日，上市日期2009年9月3日，公司主营业务涉及家电外观复合材料PCM和 VCM的产品开发家电复合材料升级改良产品数字印刷PCM产品。主营业务收入构成为 ...

Core Viewpoint - The controlling shareholder of He Sheng New Materials (002290) will change to Shanghai Moer Zhixin Information Technology Partnership (Limited Partnership), with the actual controller shifting from Zhao Dongming to Xie Haiwen [2][4]. Group 1: Share Transfer Details - On November 21, He Sheng New Materials announced that Zhao Dongming and his associates signed a share transfer agreement to transfer 44.66 million shares (18% of total shares) to Moer Zhixin at a price of 33.71 CNY per share, totaling approximately 1.505 billion CNY [4][5]. - After the transaction, Moer Zhixin will hold 18% of He Sheng New Materials, while Zhao Dongming and associates will retain 34.03 million shares (13.72% of total shares) and waive voting rights for 14.89 million shares (6% of total shares) [6]. Group 2: New Controller Background - Xie Haiwen, born in 1984, holds a master's degree in financial engineering from Peking University and has extensive experience in investment and management roles, including positions at China International Capital Corporation and various investment firms [6][7]. Group 3: Future Plans and Business Overview - Moer Zhixin recognizes the intrinsic value and long-term investment potential of He Sheng New Materials and plans to enhance the company's competitiveness and profitability through operational management experience and resource integration [7]. - Currently, Moer Zhixin has no plans for significant changes to He Sheng New Materials' main business in the next 12 months, which focuses on the research, production, and sales of appearance composite materials for home appliances [8].

Core Viewpoint - He Sheng New Materials (002290.SZ) is expected to achieve a net profit of approximately 137 million to 154 million yuan for the first three quarters of 2025, representing a year-on-year growth of 60% to 80% due to improved supply chain management and increased product gross margins [1][2][3] Financial Performance - The company reported steady growth in its main business of household appliance composite materials, with revenue figures from 2020 to 2024 being 1.822 billion, 2.269 billion, 2.133 billion, 2.34 billion, and 2.526 billion yuan, respectively, and net profits of 55.08 million, 81.98 million, 65.93 million, 82.77 million, and 97.91 million yuan [4] - As of the first half of 2025, the company had a net operating cash flow of 68.05 million yuan and cash on hand of 494 million yuan, a year-on-year increase of 43.3% [4] Stock Performance - The stock price of He Sheng New Materials increased significantly from a low of 14.41 yuan per share in mid-January 2025 to a closing price of 39.13 yuan per share on October 16, 2025, marking a rise of 171% and a total market capitalization of 9.709 billion yuan [1][4] Strategic Initiatives - The company is actively expanding into the AI sector, having established Shanghai Haixi Technology Co., Ltd. in March 2024, focusing on AI-related hardware and software design, development, sales, and operations [5] - In August 2025, the company invested 250 million yuan in Yizhi Electronics, acquiring a 10% stake, which is seen as a strategic move to enhance its presence in the chip and computing power market [6] Research and Development - He Sheng New Materials has been increasing its R&D investment, with expenditures from 2020 to the first half of 2025 totaling 416 million yuan [6] - The company holds 87 patents, including 8 invention patents, and has made significant advancements in PCM/VCM manufacturing processes [6]

Core Viewpoint - He Sheng New Materials is expected to report a net profit of between 137 million and 154 million yuan for the first three quarters of 2025, representing a year-on-year increase of 60% to 80% driven by improved supply chain management and increased product gross margins [1] Financial Performance - The company's revenue from 2020 to 2024 was 1.822 billion, 2.269 billion, 2.133 billion, 2.34 billion, and 2.526 billion yuan respectively, with net profits of 55.08 million, 81.98 million, 65.93 million, 82.77 million, and 97.91 million yuan [1] - The stock price of He Sheng New Materials has increased by 134.68% year-to-date as of October 15, reflecting a strong correlation between performance and market valuation [1] Business Expansion - He Sheng New Materials is diversifying into the artificial intelligence sector, having established Shanghai Haixi Technology Co., Ltd. in partnership with Shanghai Chaopan Enterprise Management Partnership in March 2024 [2] - The new subsidiary focuses on AI chips and related services, holding one invention patent and 13 software copyrights, indicating a growing technological foundation [2] - The company plans to invest 250 million yuan in Yizhi Electronics to acquire a 10% stake, enhancing its capabilities in high-end processors for computing and storage devices [2]

Core Viewpoint - He Sheng New Materials announced that the recent matters concerning director Wu Haifeng are personal and unrelated to the company, with no changes in control or operations of the board, and normal production and operations are maintained [2] Group 1: Company Operations - As of June 30, 2025, He Sheng New Materials has four production lines for PCM/VCM, one intelligent composite materials production line, and one 3D printing production line [2] - The company specializes in the research, production, and sales of appearance composite materials for home appliances, achieving a high market share among major domestic and international home appliance brands [2] Group 2: Shareholding Plans - Wu Haifeng plans to increase his shareholding in the company by investing between RMB 10 million and RMB 20 million within six months from the announcement date, using personal or raised funds through the Shenzhen Stock Exchange [4] - As of the announcement date, Wu Haifeng did not hold any shares in the company and had not disclosed any shareholding increase plans in the previous 12 months [4]

Group 1 - The core point of the news is that Liba Co., Ltd. experienced a 5% drop in stock price, currently trading at 12.16 CNY per share, with a total market capitalization of 3.239 billion CNY [1] - Liba Co., Ltd. is primarily engaged in the research, production, and sales of composite materials for household appliances, with 94.69% of its revenue coming from this segment [1] - The company is located in Yixing City, Jiangsu Province, and was established on January 19, 1994, with its stock listed on March 19, 2015 [1] Group 2 - Huatai-PB's fund, Huatai-PB SSE Dividend ETF (510880), is among the top ten circulating shareholders of Liba Co., Ltd., holding 11.5663 million shares, which accounts for 4.34% of the circulating shares [2] - The fund has reported a floating loss of approximately 7.4025 million CNY today, with a year-to-date loss of 3.46% and a one-year return of 12.49% [2] - The fund was established on November 17, 2006, and currently has a total size of 19.087 billion CNY [2]