数据显示，汇安基金旗下1只基金重仓汇隆新材。汇安多策略混合A（005109）二季度持有股数12.33万 股，占基金净值比例为1.41%，位居第六大重仓股。根据测算，今日浮盈赚取约14.92万元。 10月9日，汇隆新材涨5.24%，截至发稿，报24.29元/股，成交1796.65万元，换手率0.91%，总市值28.41 亿元。 资料显示，浙江汇隆新材料股份有限公司位于浙江省德清县禹越镇杭海路88号，成立日期2004年6月14 日，上市日期2021年9月9日，公司主营业务涉及从事符合国家节能环保战略方向的原液着色纤维的研 发、生产及销售。主营业务收入构成为：差别化有色涤纶长丝FDY50.79%，差别化有色涤纶长丝 DTY45.22%，其他2.26%，差别化有色涤纶长丝POY1.73%。 从基金十大重仓股角度 截至发稿，柳预才累计任职时间4年285天，现任基金资产总规模12.22亿元，任职期间最佳基金回报 43.4%， 任职期间最差基金回报-17.08%。 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 ...

来源：新浪证券-红岸工作室 9月26日，汇隆新材涨0.34%，成交额3189.64万元，换手率1.65%，总市值27.23亿元。 异动分析 宠物经济+专精特新+跨境电商+一带一路 1、根据2025年7月3日互动易：近期，公司增资参股杭州宠销社供应链管理有限公司（以下简称"宠销 社"），截至目前，公司持有宠销社2.2%股份，投资金额为600万元，该事项不属于重大交易，不构成 重大资产重组。根据宠销社提供的资料与信息，该公司致力于打造宠物产业数字化基础设施的领跑者， 其凭借深耕宠物行业的丰富经验，自主研发了行业领先的宠物供应链数字化系统，该系统已成功整 合"供应链渠道+智慧物流+数字营销"全链路能力。宠销社通过数字化赋能中小零售商，已服务全国众 多宠物实体门店和上千家线上动态商家，并推动合作商户平均交易额成倍式增长，展现了良好的创新能 力和增长潜力。当前，中国宠物行业正迎来高速发展期，宠销社正处于快速成长阶段。此次汇隆新材入 股宠销社，正是希望通过资本赋能、资源协同，助力其进一步扩大市场优势，共同把握行业机遇。汇隆 新材专注于绿色环保纤维的研发与生产，产品可以广泛应用于宠物用品等领域，并先后荣获国家工信部 绿色设 ...

9月23日，汇隆新材跌5.17%，截至发稿，报23.13元/股，成交3135.94万元，换手率1.60%，总市值27.06 亿元。 资料显示，浙江汇隆新材料股份有限公司位于浙江省德清县禹越镇杭海路88号，成立日期2004年6月14 日，上市日期2021年9月9日，公司主营业务涉及从事符合国家节能环保战略方向的原液着色纤维的研 发、生产及销售。主营业务收入构成为：差别化有色涤纶长丝FDY50.79%，差别化有色涤纶长丝 DTY45.22%，其他2.26%，差别化有色涤纶长丝POY1.73%。 截至发稿，柳预才累计任职时间4年269天，现任基金资产总规模12.22亿元，任职期间最佳基金回报 41.18%， 任职期间最差基金回报-17.08%。 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。 责任编辑：小浪快报 数据显示，汇安基金旗下1只基金重仓汇隆新材。汇安多策略混合A（005109）二季度持有股数12.33万 股，占基金净值比例为1.41%，位居第六大重仓股。根据测算，今日 ...

9月15日，汇隆新材涨6.83%，成交额1.18亿元。两融数据显示，当日汇隆新材获融资买入额1125.49万 元，融资偿还693.82万元，融资净买入431.67万元。截至9月15日，汇隆新材融资融券余额合计1.49亿 元。 责任编辑：小浪快报 截至6月30日，汇隆新材股东户数8834.00，较上期增加13.05%；人均流通股9348股，较上期减少 11.55%。2025年1月-6月，汇隆新材实现营业收入4.41亿元，同比增长8.75%；归母净利润2558.07万元， 同比增长35.41%。 分红方面，汇隆新材A股上市后累计派现1.03亿元。近三年，累计派现8151.71万元。 融资方面，汇隆新材当日融资买入1125.49万元。当前融资余额1.49亿元，占流通市值的4.50%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，汇隆新材9月15日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，浙江汇隆新材料股份有限公司位于浙江省德清县禹越镇杭海路88号，成立日期2004年6月14 日， ...

Company Overview - Zhejiang Huilong New Materials Co., Ltd. focuses on the research, production, and sales of liquid-colored fibers that align with national energy-saving and environmental protection strategies [1] - The main products include differentiated colored polyester filament DTY, FDY, and POY [1] - The company has received multiple recognitions for its research and development in green fiber technology, including being designated as a provincial-level enterprise technology center and a high-tech enterprise [1] Financial Performance - For Q1 2025, the company reported revenue of 194 million yuan, representing a year-on-year increase of 23.91% [2] - The net profit for the same period was 12.33 million yuan, showing a year-on-year growth of 44.60% [2] - The sales gross margin stood at 16.21% [2] Market Position - As of August 13, the company's stock closed at 21.8 yuan, with a rolling price-to-earnings (PE) ratio of 73.43, marking a 731-day low [1] - The total market capitalization is 2.55 billion yuan [1] - In comparison to the industry, the average PE ratio is 51.24, and the median is 41.59, placing Huilong New Materials at the 22nd position within the chemical fiber industry [1][2] Institutional Holdings - As of the latest report, only one institution holds shares in Huilong New Materials, with a total of 123,300 shares valued at 0.02 million yuan [1]

Core Viewpoint - The company, Zhejiang Huilong New Materials Co., Ltd., is actively expanding its market presence through strategic investments and partnerships, particularly in the pet industry and sustainable materials, while maintaining a focus on green manufacturing and innovation. Group 1: Company Overview - Zhejiang Huilong New Materials Co., Ltd. was established on June 14, 2004, and went public on September 9, 2021. The company specializes in the research, production, and sales of liquid-colored fibers that align with national energy-saving and environmental protection strategies [9] - The main revenue composition of the company includes FDY (50.51%), DTY (44.98%), other (2.62%), and POY (1.88%) [9] - The company has received multiple recognitions for its green manufacturing practices, including "Zhejiang Province Green Low-Carbon Factory" and "Zhejiang Province Water-Saving Enterprise" [4] Group 2: Recent Developments - The company has invested 6 million yuan for a 2.2% stake in Hangzhou Pet Sales Supply Chain Management Co., Ltd., which focuses on digital infrastructure in the pet industry. This investment aims to leverage synergies and enhance market advantages in a rapidly growing sector [3] - Huilong New Materials is enhancing its collaboration with international trade platforms like Alibaba to promote its products and technologies, aiming to tap into both domestic and international markets [2] Group 3: Market Position and Performance - The company is recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which signifies its strong market position and innovation capabilities [4] - For the first quarter of 2025, the company reported a revenue of 194 million yuan, representing a year-on-year growth of 23.91%, and a net profit of 12.33 million yuan, up 44.60% year-on-year [9]

Core Viewpoint - Shareholders of Huilong New Materials (301057.SZ) are beginning to withdraw, indicating potential concerns about the company's future performance and stability [1][3]. Company Summary - Huilong New Materials' major shareholder, Huilong Partnership, plans to reduce its stake by 348,000 shares, representing 3% of the total share capital [1]. - Key executives, including the vice president and other senior management, have also initiated share reductions, signaling a lack of confidence in the company's prospects [2]. - The company reported a total revenue of 194 million yuan in Q1, a year-on-year increase of 23.91%, and a net profit of 12.33 million yuan, up 44.6% year-on-year [5]. - However, the net profit growth is heavily reliant on non-recurring gains, with a decline in net profit excluding these items [5][6]. - In 2024, the company experienced a revenue of 838 million yuan, a modest increase of 4.26%, but net profit fell by 39.76% [6]. Financial Performance - The company's operating costs increased significantly, reaching 723 million yuan in 2024, a rise of 7.93%, which outpaced revenue growth [6][7]. - Huilong New Materials' financial health is deteriorating, with interest-bearing debt surging 355 times to 322 million yuan, and financial expenses rising by 78.61% [10][12]. - The company has been forced to rely on external financing, with a net cash flow from financing activities of 149 million yuan in Q1, primarily due to increased bank loans [12]. Industry Context - The polyester filament industry is highly competitive, dominated by major players who control over 70% of the market capacity [8]. - Huilong New Materials ranks among the top three in the niche market of differentiated colored polyester filament, but this segment accounts for less than 10% of total demand [8]. - The company relies heavily on external procurement for raw materials, making it vulnerable to fluctuations in raw material prices [9]. Management and Strategic Concerns - The collective withdrawal of major shareholders and executives reflects a deeper concern regarding the company's operational challenges and future outlook [12].

Core Viewpoint - The company, Zhejiang Huilong New Materials Co., Ltd., is focused on the research, production, and sales of environmentally friendly liquid-colored fibers, achieving significant growth in revenue and net profit in the first quarter of 2025 [1][2]. Company Summary - The company's stock closed at 14.84 yuan, up 3.85%, with a rolling PE ratio of 50.16, marking an 18-day low, and a total market capitalization of 1.742 billion yuan [1]. - As of the first quarter of 2025, three institutions held shares in the company, with a total of 20.9199 million shares valued at 288 million yuan [1]. - The main products include differentiated colored polyester filaments (DTY, FDY, POY), and the company has received multiple recognitions for its research and development in green fiber technology [1]. Financial Performance - In the first quarter of 2025, the company reported revenue of 194 million yuan, a year-on-year increase of 23.91%, and a net profit of 12.329 million yuan, up 44.60%, with a sales gross margin of 16.21% [2]. - The company's PE ratio (TTM) stands at 50.16, while the industry average is 51.62, and the industry median is 34.59 [2].