Core Viewpoint - He Sheng New Materials Co., Ltd. has shown a stock price increase of 1.08% to 45.92 CNY per share, with a total market capitalization of 11.393 billion CNY as of December 31 [1] Group 1: Company Overview - He Sheng New Materials Co., Ltd. is located in Suzhou Industrial Park, Jiangsu Province, and was established on November 15, 2002, with its listing date on September 3, 2009 [1] - The company's main business involves the development of composite materials for home appliances, specifically PCM and VCM products, with 97.87% of its revenue coming from home appliance composite materials [1] Group 2: Shareholder Information - The top circulating shareholder of He Sheng New Materials is the Xingquan Light Asset Mixed Fund (LOF) (163412), which entered the top ten circulating shareholders in the third quarter, holding 3.7466 million shares, representing 1.51% of circulating shares [2] - The fund has achieved a year-to-date return of 16.71% and a one-year return of 14.66%, ranking 4885 out of 8085 and 4998 out of 8085 in its category, respectively [2] Group 3: Fund Manager Performance - The fund manager Cheng Jian has a tenure of 2 years and 337 days, with a total fund asset size of 3.248 billion CNY and a best return of 43.74% during his tenure [3] - The other fund manager Dong Li has a tenure of 10 years and 298 days, managing a fund size of 2.967 billion CNY, with a best return of 77.02% during his tenure [3] Group 4: Fund Holdings - He Sheng New Materials is the fourth largest holding in the Xingquan Light Asset Mixed Fund (LOF) (163412), accounting for 5.16% of the fund's net value with 3.7466 million shares held [4]

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 - He Sheng New Materials has shown significant stock performance with a year-to-date increase of 153.68%, indicating strong market interest and potential growth in the home appliance materials sector [1][2]. Financial Performance - For the period from January to September 2025, He Sheng New Materials achieved a revenue of 1.862 billion yuan, representing a year-on-year growth of 1.41%. The net profit attributable to shareholders was 144 million yuan, reflecting a substantial increase of 67.90% [2]. - The company has cumulatively distributed 168 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Stock Market Activity - As of December 3, the stock price of He Sheng New Materials rose by 2.02% to 43.38 yuan per share, with a trading volume of 162 million yuan and a turnover rate of 1.52%, leading to a total market capitalization of 10.763 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" four times this year, with the most recent occurrence on May 7 [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for He Sheng New Materials was 14,100, a decrease of 1.77% from the previous period. The average circulating shares per person increased by 1.80% to 17,505 shares [2]. - Among the top ten circulating shareholders, notable positions include Xingquan Light Asset Mixed Fund and Fuguo Balanced Preferred Mixed Fund, with the latter increasing its holdings by 27.81 million shares [3]. Industry Position - He Sheng New Materials operates within the home appliance sector, specifically focusing on composite materials for appliances, with a primary revenue contribution of 97.87% from this segment [1][2]. - The company is also associated with various concept sectors, including cloud gaming, chip concepts, artificial intelligence, and integrated machine concepts [2].

Core Viewpoint - He Sheng New Materials has shown a significant stock price increase of 125.44% year-to-date, despite a slight decline in recent trading days [1][2]. Group 1: Stock Performance - As of November 28, He Sheng New Materials' stock price rose by 2.04% to 38.55 CNY per share, with a market capitalization of 9.565 billion CNY [1]. - The stock has experienced a net inflow of 658,600 CNY from major funds, with large orders accounting for 24.85% of purchases [1]. - The stock has seen a decline of 0.70% over the last five trading days and a 2.58% drop over the last 20 days, while it has increased by 6.14% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, He Sheng New Materials reported a revenue of 1.862 billion CNY, reflecting a year-on-year growth of 1.41%, and a net profit attributable to shareholders of 144 million CNY, which is a 67.90% increase [2]. - The company has distributed a total of 168 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for He Sheng New Materials was 14,100, a decrease of 1.77% from the previous period [2]. - The top ten circulating shareholders include new entrants and increased holdings from existing shareholders, indicating a shift in institutional investment [3].

Core Insights - He Sheng New Materials has experienced a stock price increase of 125.15% year-to-date, but has seen a decline of 4.06% in the last five trading days and 2.43% in the last twenty days [2] - The company reported a revenue of 1.211 billion yuan for the first half of 2025, reflecting a year-on-year growth of 0.32%, while the net profit attributable to shareholders increased by 58.31% to 97.0031 million yuan [3] Financial Performance - As of October 22, the stock price was 38.50 yuan per share, with a market capitalization of 9.552 billion yuan [1] - The trading volume on October 22 was 154 million yuan, with a turnover rate of 1.57% [1] - The company has been on the "龙虎榜" (a list of stocks with significant trading activity) four times this year, with the most recent occurrence on May 7 [3] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 4.44% to 14,400, while the average circulating shares per person decreased by 4.20% to 17,196 shares [3] - The top ten circulating shareholders include new entrants such as 富国均衡优选混合 and 富国成长领航混合, with holdings of 2.4046 million shares and 2.2906 million shares respectively [4] Dividend Information - Since its A-share listing, He Sheng New Materials has distributed a total of 168 million yuan in dividends, with no dividends paid in the last three years [4]