1月6日，三美股份盘中上涨2.05%，截至11:25，报60.14元/股，成交3.53亿元，换手率0.98%，总市值 367.14亿元。 资金流向方面，主力资金净流出2764.68万元，特大单买入2614.34万元，占比7.41%，卖出7832.83万 元，占比22.19%；大单买入9862.99万元，占比27.94%，卖出7409.18万元，占比20.99%。 分红方面，三美股份A股上市后累计派现11.22亿元。近三年，累计派现7.55亿元。 机构持仓方面，截止2025年9月30日，三美股份十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股822.22万股，相比上期增加335.58万股。鹏华中证细分化工产业主题ETF联接A（014942） 位居第八大流通股东，持股368.96万股，为新进股东。南方中证500ETF（510500）位居第九大流通股 东，持股354.82万股，为新进股东。 责任编辑：小浪快报 三美股份今年以来股价跌0.96%，近5个交易日涨0.23%，近20日涨10.63%，近60日跌1.96%。 资料显示，浙江三美化工股份有限公司位于浙江省武义县青年路218号，成立日期2001年5 ...

从三美股份十大流通股东角度 数据显示，南方基金旗下1只基金位居三美股份十大流通股东。南方中证500ETF（510500）三季度新进 十大流通股东，持有股数354.82万股，占流通股的比例为0.58%。根据测算，今日浮亏损失约216.44万 元。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1400.98亿。今年以来收益32.53%，同类 排名1569/4189；近一年收益28.64%，同类排名1677/4188；成立以来收益151.47%。 12月31日，三美股份跌1.01%，截至发稿，报60.00元/股，成交1.00亿元，换手率0.27%，总市值366.29 亿元。 资料显示，浙江三美化工股份有限公司位于浙江省武义县青年路218号，成立日期2001年5月11日，上市 日期2019年4月2日，公司主营业务涉及氟碳化学品和无机氟产品等氟化工产品的研发、生产和销售。主 营业务收入构成为：氟制冷剂85.55%，氟化氢9.77%，发泡剂3.46%，材料销售0.70%，副产品销售 0.27%，其他0.25%。 南方中证500ETF（510500）基金经理为罗文杰。 截至发稿，罗文杰累计任职时 ...

资料显示，浙江三美化工股份有限公司位于浙江省武义县青年路218号，成立日期2001年5月11日，上市 日期2019年4月2日，公司主营业务涉及氟碳化学品和无机氟产品等氟化工产品的研发、生产和销售。主 营业务收入构成为：氟制冷剂85.55%，氟化氢9.77%，发泡剂3.46%，材料销售0.70%，副产品销售 0.27%，其他0.25%。 三美股份所属申万行业为：基础化工-化学制品-氟化工。所属概念板块包括：养老金概念、集成电路、 融资融券、中盘、锂电池等。 12月19日，三美股份盘中上涨2.05%，截至10:42，报58.30元/股，成交1.26亿元，换手率0.36%，总市值 355.91亿元。 资金流向方面，主力资金净流入669.37万元，特大单买入1404.97万元，占比11.13%，卖出1001.21万 元，占比7.93%；大单买入2439.73万元，占比19.32%，卖出2174.11万元，占比17.22%。 三美股份今年以来股价涨55.01%，近5个交易日涨1.94%，近20日涨11.01%，近60日涨5.37%。 分红方面，三美股份A股上市后累计派现11.22亿元。近三年，累计派现7.55亿元。 机 ...

Investment Rating - The report assigns a positive investment rating to Shanghai Huayi Group Corporation, indicating a favorable outlook for the company [8]. Core Insights - Shanghai Huayi Group is a comprehensive chemical enterprise with five core business systems: energy chemicals, green tires, advanced materials, fine chemicals, and chemical services. The company achieved a total revenue of 36 billion yuan and a net profit of 395 million yuan in the first three quarters of 2025 [1]. - The acquisition of a 60% stake in San Aifu for 4.091 billion yuan enhances Huayi's position in the fluorochemical sector, with core products including high-end fluoropolymers and fourth-generation refrigerants, which are widely used in new energy, electronic information, and aerospace fields [1]. - The Guangxi Huayi Energy Chemical Company, a significant investment project, is the largest industrial project in Guangxi, with a total investment nearing 100 billion yuan [4]. Summary by Sections Company Overview - Shanghai Huayi Group operates in various sectors, including energy chemicals, green tires, advanced materials, fine chemicals, and chemical services, making it a leading player in the chemical industry [1]. Financial Performance - In the first three quarters of 2025, the company reported revenues of 36 billion yuan and a net profit of 395 million yuan [1]. Strategic Developments - The acquisition of San Aifu strengthens Huayi's fluorochemical capabilities, with San Aifu generating 4.62 billion yuan in revenue in 2024, albeit with a 13% year-on-year decline [1]. - The Guangxi base is a key component of Huayi's growth strategy, with significant investments aimed at enhancing production capabilities and market reach [4]. Competitive Advantages - The company has established itself as a preferred partner for global chemical firms entering the Chinese market, collaborating with major companies like BASF and Arkema [4]. - Huayi's extensive network of advanced chemical production bases supports its competitive positioning both domestically and internationally [4].

Core Insights - The stock price of Sanmei Co., Ltd. increased by 2.05% on December 4, reaching 54.15 CNY per share, with a total market capitalization of 33.057 billion CNY [1] - The company has seen a year-to-date stock price increase of 43.98%, with a recent 5-day increase of 4.13% but a decline of 3.82% over the last 20 days and 8.99% over the last 60 days [1] Financial Performance - For the period from January to September 2025, Sanmei Co., Ltd. reported a revenue of 4.429 billion CNY, representing a year-on-year growth of 45.72%, and a net profit attributable to shareholders of 1.591 billion CNY, which is a significant increase of 183.66% year-on-year [2] - Cumulatively, the company has distributed 1.122 billion CNY in dividends since its A-share listing, with 755 million CNY distributed over the past three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 26.46% to 22,600, while the average number of circulating shares per person decreased by 20.92% to 27,014 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the sixth largest with 8.2222 million shares, an increase of 3.3558 million shares from the previous period [3]

三美股份所属申万行业为：基础化工-化学制品-氟化工。所属概念板块包括：集成电路、中盘、PVDF 概念、养老金概念、锂电池等。 截至9月30日，三美股份股东户数2.26万，较上期增加26.46%；人均流通股27014股，较上期减少 20.92%。2025年1月-9月，三美股份实现营业收入44.29亿元，同比增长45.72%；归母净利润15.91亿元， 同比增长183.66%。 11月13日，三美股份盘中上涨2.08%，截至11:13，报57.84元/股，成交3.34亿元，换手率0.96%，总市值 353.10亿元。 资金流向方面，主力资金净流入213.28万元，特大单买入3008.23万元，占比9.01%，卖出3259.92万元， 占比9.76%；大单买入8418.72万元，占比25.20%，卖出7953.76万元，占比23.81%。 三美股份今年以来股价涨53.79%，近5个交易日涨2.74%，近20日涨5.80%，近60日涨8.50%。 资料显示，浙江三美化工股份有限公司位于浙江省武义县青年路218号，成立日期2001年5月11日，上市 日期2019年4月2日，公司主营业务涉及氟碳化学品和无机氟产品等氟化工 ...

Group 1 - The core point of the news is that Sanmei Co., Ltd. experienced a 5.02% drop in stock price, closing at 53.12 yuan per share, with a trading volume of 2.32 billion yuan and a turnover rate of 0.70%, resulting in a total market capitalization of 32.429 billion yuan [1] - Sanmei Co., Ltd. is primarily engaged in the research, production, and sales of fluorochemical products, with its main business revenue composition being 85.55% from fluorinated refrigerants, 9.77% from hydrogen fluoride, 3.46% from foaming agents, 0.70% from material sales, 0.27% from by-product sales, and 0.25% from other sources [1] Group 2 - From the perspective of fund holdings, one fund under Zhongtai Securities Asset Management has a significant position in Sanmei Co., Ltd. The Zhongtai CSI 500 Index Enhanced A fund (008112) reduced its holdings by 200 shares in the third quarter, maintaining a total of 10,000 shares, which represents 1.09% of the fund's net value, ranking as the seventh largest holding [2] - The Zhongtai CSI 500 Index Enhanced A fund has a total scale of 18.8954 million yuan, with a year-to-date return of 23.98%, ranking 2342 out of 4216 in its category, and a one-year return of 20.78%, ranking 2493 out of 3894 [2]

Core Viewpoint - Sanmei Co., Ltd. experienced a 5.02% decline in stock price, closing at 53.12 CNY per share, with a trading volume of 2.32 billion CNY and a turnover rate of 0.70%, resulting in a total market capitalization of 32.429 billion CNY [1] Company Overview - Zhejiang Sanmei Chemical Co., Ltd. was established on May 11, 2001, and went public on April 2, 2019. The company specializes in the research, production, and sales of fluorochemical products, including fluorocarbon chemicals and inorganic fluorine products [1] - The main revenue composition of the company includes: fluorinated refrigerants (85.55%), hydrogen fluoride (9.77%), foaming agents (3.46%), material sales (0.70%), by-product sales (0.27%), and others (0.25%) [1] Fund Holdings - According to data from the top ten heavy stocks of funds, one fund under Jianxin Fund holds a significant position in Sanmei Co., Ltd. The Jianxin CSI 500 Index Enhanced A (000478) held 875,300 shares in the third quarter, accounting for 1.09% of the fund's net value, ranking as the fourth largest heavy stock [2] - The Jianxin CSI 500 Index Enhanced A (000478) was established on January 27, 2014, with a latest scale of 3.908 billion CNY. Year-to-date returns are 27.98%, ranking 2005 out of 4216 in its category; the one-year return is 28.89%, ranking 1638 out of 3894; and since inception, the return is 229.96% [2] Fund Manager Information - The fund manager of Jianxin CSI 500 Index Enhanced A (000478) is Ye Letian, who has a cumulative tenure of 13 years and 231 days. The total asset scale of the fund is 7.488 billion CNY, with the best fund return during his tenure being 328.03% and the worst being -18.94% [3]

Core Viewpoint - Sanmei Co., Ltd. has experienced a significant increase in stock price this year, with a 50.62% rise, while also showing fluctuations in recent trading days [2] Group 1: Stock Performance - As of October 30, Sanmei's stock price was 56.65 CNY per share, with a market capitalization of 34.584 billion CNY [1] - The stock has increased by 1.96% over the last five trading days and 23.23% over the last 60 days [2] Group 2: Financial Performance - For the period from January to September 2025, Sanmei reported a revenue of 4.429 billion CNY, representing a year-on-year growth of 45.72% [2] - The net profit attributable to shareholders for the same period was 1.591 billion CNY, showing a remarkable increase of 183.66% year-on-year [2] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders increased by 26.46% to 22,600, while the average circulating shares per person decreased by 20.92% to 27,014 shares [2] - The company has distributed a total of 1.122 billion CNY in dividends since its A-share listing, with 755 million CNY distributed in the last three years [3] Group 4: Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the sixth largest circulating shareholder, increasing its holdings by 3.3558 million shares to 8.2222 million shares [3] - New institutional shareholders include Penghua Zhongzheng Fine Chemical Industry Theme ETF and Southern Zhongzheng 500 ETF, holding 3.6896 million shares and 3.5482 million shares, respectively [3]

Core Points - The stock price of Sanmei Co., Ltd. has increased by 51.42% year-to-date, with a recent rise of 3.21% over the last five trading days [2] - The company reported a revenue of 4.429 billion yuan for the first nine months of 2025, representing a year-on-year growth of 45.72%, and a net profit of 1.591 billion yuan, up 183.66% year-on-year [2] - The main business revenue composition includes refrigerants (85.55%), hydrogen fluoride (9.77%), foaming agents (3.46%), material sales (0.70%), by-product sales (0.27%), and others (0.25%) [2] Financial Performance - As of September 30, 2025, the total market capitalization of Sanmei Co., Ltd. is 34.767 billion yuan [1] - The company has distributed a total of 1.122 billion yuan in dividends since its A-share listing, with 755 million yuan distributed over the last three years [3] - The number of shareholders has increased by 26.46% to 22,600, while the average circulating shares per person decreased by 20.92% to 27,014 shares [2] Stock Market Activity - On October 29, the stock price reached 56.95 yuan per share, with a trading volume of 270 million yuan and a turnover rate of 0.79% [1] - The net outflow of main funds was 6.9777 million yuan, with large orders buying 70.1633 million yuan and selling 80.9328 million yuan [1]