资料显示，成都硅宝科技股份有限公司位于四川省成都高新区新园大道16号，成立日期1998年10月19 日，上市日期2009年10月30日，公司主营业务涉及有机硅室温硫化硅橡胶胶及制胶专用生产设备的自主 研发、生产和销售。主营业务收入构成为：建筑类用胶40.42%，热熔胶31.80%，工业类用胶27.42%， 其他(补充)0.36%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 从基金十大重仓股角度 责任编辑：小浪快报 大成景禄灵活配置混合A（003373）基金经理为李煜。 12月24日，硅宝科技涨0.71%，截至发稿，报21.20元/股，成交2.43亿元，换手率3.41%，总市值83.34亿 元。硅宝科技股价已经连续6天上涨，区间累计涨幅5.79%。 截至发稿，李煜累计任职时间11年144天，现任基金资产总规模6.47亿元，任职期间最佳基金回报 102.86%， 任职期间最差基金回报-6.79%。 数据显示，大成基金旗下1只基金重仓硅宝科技。大成景禄灵活配置混合A（00 ...

Core Viewpoint - Silica Technology's stock has experienced fluctuations, with a year-to-date increase of 48.05% but a recent decline of 15.82% over the past five trading days [1] Company Overview - Chengdu Silica Technology Co., Ltd. was established on October 19, 1998, and listed on October 30, 2009. The company specializes in the research, production, and sales of room temperature vulcanized silicone rubber and related production equipment [1] - The main revenue composition includes construction adhesives (40.42%), hot melt adhesives (31.80%), industrial adhesives (27.42%), and others (0.36%) [1] Financial Performance - For the period from January to September 2025, Silica Technology achieved a revenue of 2.651 billion yuan, representing a year-on-year growth of 24.30%. The net profit attributable to the parent company was 229 million yuan, reflecting a year-on-year increase of 44.63% [2] - The company has distributed a total of 850 million yuan in dividends since its A-share listing, with 353 million yuan distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Silica Technology was 37,300, a decrease of 2.84% from the previous period. The average number of circulating shares per person increased by 2.92% to 9,037 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 2.5458 million shares, a decrease of 589,500 shares compared to the previous period [3] Market Activity - On November 26, Silica Technology's stock price was 21.23 yuan per share, with a trading volume of 126 million yuan and a turnover rate of 1.73%. The total market capitalization was 8.346 billion yuan [1] - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on July 10, where it recorded a net purchase of 37.081 million yuan [1]

Group 1 - The core point of the news is that Silicon Treasure Technology experienced a decline of 5.08% in its stock price, closing at 23.94 CNY per share, with a trading volume of 643 million CNY and a turnover rate of 7.75%, resulting in a total market capitalization of 9.411 billion CNY [1] - Silicon Treasure Technology, established on October 19, 1998, and listed on October 30, 2009, specializes in the research, production, and sales of room temperature vulcanized silicone rubber and related production equipment [1] - The company's main business revenue composition includes construction adhesives at 40.42%, hot melt adhesives at 31.80%, industrial adhesives at 27.42%, and other (supplementary) at 0.36% [1] Group 2 - From the perspective of major fund holdings, Dachen Fund has one fund heavily invested in Silicon Treasure Technology, specifically the Dachen Jinglu Flexible Allocation Mixed A Fund (003373), which increased its holdings by 50,300 shares in the third quarter, totaling 430,800 shares, accounting for 4.7% of the fund's net value [2] - The Dachen Jinglu Flexible Allocation Mixed A Fund (003373) was established on September 29, 2016, with a latest scale of 54.9569 million CNY, achieving a year-to-date return of 45.29% and ranking 1069 out of 8136 in its category [2] - The fund has a one-year return of 37.77%, ranking 1496 out of 8055, and a cumulative return since inception of 113.75% [2]

Group 1 - The core point of the news is the significant increase in the stock price of Silicon Treasure Technology, which rose by 5.08% to 25.45 CNY per share, with a trading volume of 849 million CNY and a turnover rate of 10.54%, resulting in a total market capitalization of 10.005 billion CNY [1] - Silicon Treasure Technology, established on October 19, 1998, and listed on October 30, 2009, specializes in the research, production, and sales of room temperature vulcanized silicone rubber and related production equipment [1] - The company's main business revenue composition includes construction adhesives at 40.42%, hot melt adhesives at 31.80%, industrial adhesives at 27.42%, and others at 0.36% [1] Group 2 - Dachen Fund has a significant holding in Silicon Treasure Technology, with its Dachen Jinglu Flexible Allocation Mixed A Fund (003373) increasing its stake by 50,300 shares in the third quarter, bringing the total to 430,800 shares, which accounts for 4.7% of the fund's net value, ranking it as the ninth largest holding [2] - The Dachen Jinglu Flexible Allocation Mixed A Fund has achieved a year-to-date return of 45.13%, ranking 1102 out of 8138 in its category, and a one-year return of 41.84%, ranking 1366 out of 8055 [2] Group 3 - The fund manager of Dachen Jinglu Flexible Allocation Mixed A Fund is Li Yu, who has a tenure of 11 years and 109 days, managing a total asset size of 647 million CNY, with the best fund return during his tenure being 102.86% and the worst being -6.79% [3]

Core Viewpoint - Silicon Treasure Technology is a leading enterprise in the domestic silicone sealant industry, with strong technical capabilities and market share, focusing on the research, production, and sales of silicone rubber and related production equipment [1] Financial Performance - In Q3 2025, Silicon Treasure Technology reported revenue of 2.651 billion yuan, ranking 4th in the industry, with the industry leader achieving 15.206 billion yuan [2] - The company's net profit for the same period was 229 million yuan, ranking 2nd in the industry, with the industry average net profit being 64.64 million yuan [2] Profitability and Debt Ratios - As of Q3 2025, the company's debt-to-asset ratio was 34.27%, lower than the industry average of 38.81% [3] - The gross profit margin for the same period was 21.53%, higher than the industry average of 18.89% [3] Executive Compensation - The chairman, Wang Youzhi, received a salary of 1.972 million yuan in 2024, an increase of 696,000 yuan from the previous year [4] - The general manager, Huang Qiang, received a salary of 1.456 million yuan in 2024, up from 1.0008 million yuan in 2023 [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 2.84% to 37,300 [5] - The average number of circulating A-shares held per shareholder increased by 2.92% to 9,037.64 [5] Future Outlook - The company is expected to see continued growth in revenue and net profit, with projected net profits of 310 million, 400 million, and 510 million yuan for 2025 to 2027 [5] - The ongoing construction of a 50,000 tons/year silicon-carbon negative electrode material project is anticipated to contribute to future growth [5]