站在二十年的新起点，明新旭腾的未来该如何书写？庄君新给出了目标，即成为全球创新材料科技的卓 越引领者。庄君新表示，明新旭腾将坚定不移地加大科研投入，迈向更加可持续的未来、坚定全球化深 度战略，以墨西哥工厂为前哨，实现北美市场深耕，深入参与欧洲行业高标准制定、同时跨界进入机器 人智能表面，探索材料新可能。在核心行动路径上，明新旭腾将善用资本平台，向富有生命力的平台型 生态进化、大力推动全球化轮岗与跨界人才培养、持续打造以"水性科技"为核心的绿色产业链。 活动现场还举行了"材料赋能链动未来"圆桌高峰论坛环节，明新旭腾市场负责人与行业协会、行业专 家、合作车企代表、产业供应商合作代表等围绕"新能源汽车时代的材料绿色创新"、"海外市场发展中 供应链破局挑战"两大议题展开深度对话，畅聊全球发展一体化浪潮下汽车行业对材料环保、绿色创新 以及企业ESG发展方向的思考与理解，以及如何在迈向全球市场的过程中，做好企业供应链管理、技术 升级、合规适配、产业协同、本地化布局等应对挑战之法。 值得一提的是，在周年庆典活动现场，明新旭腾计划累计捐赠500万元，聚焦教育事业，希望通过公益 力量，为教育发展注入澎湃动能，彰显公司企业社会责 ...

11月25日，明新旭腾跌5.02%，截至发稿，报26.50元/股，成交1.10亿元，换手率2.47%，总市值42.98亿 元。 资料显示，明新旭腾新材料股份有限公司位于浙江省嘉兴市南湖区大桥镇明新路188号，成立日期2005 年12月7日，上市日期2020年11月23日，公司主营业务涉及汽车内饰新材料研发、清洁生产和销售。 从明新旭腾十大流通股东角度 数据显示，景顺长城基金旗下1只基金位居明新旭腾十大流通股东。景顺长城新能源产业股票A类 （011328）三季度新进十大流通股东，持有股数180.81万股，占流通股的比例为1.11%。根据测算，今 日浮亏损失约253.14万元。 景顺长城新能源产业股票A类（011328）成立日期2021年2月22日，最新规模24.68亿。今年以来收益 23.7%，同类排名1705/4206；近一年收益25.02%，同类排名1576/3983；成立以来收益34.72%。 景顺长城新能源产业股票A类（011328）基金经理为杨锐文、曾英捷。 截至发稿，杨锐文累计任职时间11年35天，现任基金资产总规模259.51亿元，任职期间最佳基金回报 296.49%， 任职期间最差基金回报-1. ...

（编辑 王雪儿） 证券日报网讯 安利股份11月19日在互动平台回答投资者提问时表示，公司汽车内饰材料已覆盖部分新 能源车企中高端车型的部分应用场景，并根据客户需求，定向设计耐候性、耐水解性、轻量化等性能指 标，以满足不同车型需求。目前公司服务的汽车品牌增多、定点项目增多。 ...

Group 1 - Mingxin Xuteng's stock price increased by 5.23%, reaching 31.18 CNY per share, with a trading volume of 88.29 million CNY and a turnover rate of 1.78%, resulting in a total market capitalization of 5.057 billion CNY [1] - Mingxin Xuteng New Materials Co., Ltd. is located in Jiaxing City, Zhejiang Province, and was established on December 7, 2005. The company was listed on November 23, 2020, and its main business involves the research, development, and sales of new materials for automotive interiors [1] Group 2 - Among the top ten circulating shareholders of Mingxin Xuteng, a fund under Ping An Asset Management has entered the list, holding 2.2382 million shares, which accounts for 1.38% of the circulating shares. The estimated floating profit today is approximately 3.4692 million CNY [2] - The Ping An Advanced Manufacturing Theme Stock Fund A (019457) was established on October 24, 2023, with a latest scale of 1.027 billion CNY. Year-to-date returns are 75.35%, ranking 75 out of 4216 in its category, while the one-year return is 69.11%, ranking 33 out of 3951 [2] - The fund manager of Ping An Advanced Manufacturing Theme Stock Fund A is Zhang Yinxian, who has a cumulative tenure of 2 years and 22 days, with a total asset scale of 2.388 billion CNY. The best fund return during his tenure is 87.82%, while the worst is 38.75% [2]

Core Viewpoint - Mingxin Xuteng New Materials Co., Ltd. reported significant revenue growth in Q3 2025, indicating strong performance in the automotive interior materials sector and expansion into robotics [1] Group 1: Financial Performance - The company achieved a revenue of 1.044 billion yuan in the first three quarters of the year, representing a year-on-year increase of 34.21% [1] - In Q3 alone, the revenue reached 441 million yuan, showing a year-on-year growth of 41.63% [1] Group 2: Client Collaboration - Mingxin Xuteng has established a comprehensive client collaboration matrix covering major automotive manufacturers, including FAW-Volkswagen, SAIC-GM, BYD, NIO, Li Auto, Xpeng, Mercedes-Benz, BMW, Audi, and others [1] - The company received a notification from a leading new energy vehicle manufacturer, confirming its role as a parts supplier for a new model, with an expected total sales amount of 650 million yuan over the project's lifecycle [1] Group 3: Future Growth Initiatives - The company is actively developing a second growth curve by focusing on the robotics sector, engaging in technology research and development, standard formulation, and industry collaboration [1] - Mingxin Xuteng is building a business system that covers key areas such as robotic skin, lightweight materials, and dexterous hands, aiming to create new growth opportunities for the long term [1]

Group 1 - Mingxin Xuteng's stock price dropped by 5.05% to 27.28 CNY per share, with a trading volume of 86.34 million CNY and a turnover rate of 1.88%, resulting in a total market capitalization of 4.425 billion CNY [1] - Mingxin Xuteng New Materials Co., Ltd. is located in Jiaxing City, Zhejiang Province, and was established on December 7, 2005. The company focuses on the research, development, and sales of new materials for automotive interiors [1] Group 2 - Ping An Fund's advanced manufacturing theme stock fund, Ping An Advanced Manufacturing Theme Stock Initiation A (019457), entered the top ten circulating shareholders of Mingxin Xuteng, holding 2.2382 million shares, which accounts for 1.38% of the circulating shares. The estimated floating loss today is approximately 3.2454 million CNY [2] - The Ping An Advanced Manufacturing Theme Stock Initiation A fund was established on October 24, 2023, with a latest scale of 1.027 billion CNY. Year-to-date returns are 85.72%, ranking 49 out of 4216 in its category, while the one-year return is 103.84%, ranking 11 out of 3885 [2] Group 3 - The fund manager of Ping An Advanced Manufacturing Theme Stock Initiation A is Zhang Yinxian, who has been in the position for 2 years and 8 days. The total asset scale of the fund is 2.388 billion CNY, with the best fund return during his tenure being 94.18% and the worst being 34.28% [3]

Core Viewpoint - Mingxin Xuteng (605068.SH) reported a significant increase in total operating revenue for the first three quarters of 2025, but faced a net loss attributed to shareholders [1] Financial Performance - Total operating revenue reached 1.044 billion yuan, representing a year-on-year growth of 34.21% [1] - The net profit attributable to shareholders was -39.51 million yuan, compared to a net profit of 12.09 million yuan in the same period last year [1] - Basic earnings per share were -0.24 yuan [1]

Core Viewpoint - Tianan New Materials has demonstrated significant growth in revenue and net profit for the first three quarters of 2025, driven by its strategic focus on the automotive interior materials sector and effective integration of acquisitions [1][2]. Financial Performance - The company achieved a revenue of 2.273 billion yuan, a year-on-year increase of 3.47% [1]. - Net profit attributable to shareholders reached 97.54 million yuan, up 21.47% year-on-year [1]. - The net profit excluding non-recurring gains and losses was 95.08 million yuan, reflecting a 31.07% increase [1]. - In Q3 alone, net profit attributable to shareholders was 35.37 million yuan, a substantial increase of 31.12% year-on-year [1]. - The net profit excluding non-recurring gains and losses for Q3 was 34.98 million yuan, a remarkable surge of 55.64% compared to the same period last year [1]. Market Opportunities - The company has effectively captured market opportunities in the automotive interior materials sector, particularly with the rise of new energy vehicles and the emergence of domestic brands, resulting in a revenue increase of over 125 million yuan, or 34% year-on-year, in this segment [1][2]. Integration and Efficiency - Tianan New Materials has demonstrated strong integration capabilities post-acquisition, particularly in the building fireproof decorative panel business, where revenue increased by 34% year-on-year, and gross margin rose to over 33%, contributing an additional 30 million yuan to gross profit [2]. - The company is focusing on lean management to reduce costs and enhance efficiency while also embracing the trend of embodied intelligence for long-term growth [2]. Strategic Investments - The company made a strategic investment in Guangdong Ruobo Intelligent Robot Co., marking a significant step into the embodied intelligence sector [2]. - This investment aims to leverage the company's core advantages in skin-like decorative materials technology to develop key materials for robotic applications [2]. Future Directions - The company plans to capitalize on domestic urban renewal and old housing renovation policies while expanding its market presence in overseas demand for prefabricated assembly materials and integrated assembly technology [3]. - Tianan New Materials aims to drive growth through a dual strategy of consolidating its core business and exploring new growth areas, particularly in the embodied intelligence sector, to transition from traditional manufacturing to high-end, intelligent production [3].

Core Viewpoint - Mingxin Xuteng has received a designated notification from a leading electric vehicle client to develop interior materials for their new energy vehicles, with a total projected sales amount of approximately 650 million yuan [1] Group 1: Company Overview - Mingxin Xuteng specializes in the research, clean production, and sales of new automotive interior materials, including leather, suede microfiber leather, PU, and PVC [2] - The company has established a comprehensive business system that integrates material research, process development, clean production, sales promotion, and end application [1][2] Group 2: Financial Performance - In the first half of 2025, the company achieved operating revenue of 600 million yuan, a year-on-year increase of 29.26%, while the net profit attributable to shareholders was a loss of 29.39 million yuan, a year-on-year decrease of 393.49% [2] - The primary reasons for the loss include a decline in product gross margin, increased depreciation of fixed assets, and the lack of scale effects from new products [2] Group 3: Strategic Initiatives - The establishment of wholly-owned and joint venture subsidiaries aims to facilitate entry into emerging fields such as bionic electronic skin and lightweight materials, accelerating the marketization and industrialization of the robotics business [3] - The company is focusing on enhancing its product matrix and market coverage through increased R&D investment, particularly in the robotics sector, to drive smart manufacturing upgrades [3]

Group 1 - The core point of the news is that Mingxin Xuteng's stock price dropped by 5.12% to 30.93 CNY per share, with a trading volume of 98.21 million CNY and a turnover rate of 1.92%, resulting in a total market capitalization of 5.015 billion CNY [1] - Mingxin Xuteng New Materials Co., Ltd. is located in Jiaxing City, Zhejiang Province, and was established on December 7, 2005. The company was listed on November 23, 2020, and its main business involves the research and development, clean production, and sales of new materials for automotive interiors [1] Group 2 - From the perspective of major fund holdings, one fund under Huatai PineBridge has a significant position in Mingxin Xuteng. The Huatai Minying New Power Stock Fund (001541) reduced its holdings by 236,800 shares in the second quarter, now holding 498,200 shares, which accounts for 2.39% of the fund's net value, ranking as the eighth largest holding [2] - The Huatai Minying New Power Stock Fund (001541) was established on August 7, 2015, with a latest scale of 374 million CNY. Year-to-date returns are 44.72%, ranking 1047 out of 4220 in its category; the one-year return is 80.9%, ranking 888 out of 3824; and since inception, the return is 108.4% [2] - The fund manager of Huatai Minying New Power Stock Fund (001541) is Bian Zheng, who has been in the position for 3 years and 219 days. The total asset scale of the fund is 598 million CNY, with the best return during his tenure being 56.32% and the worst being 6.14% [2]