10月23日，志特新材涨5.06%，截至发稿，报12.25元/股，成交2.02亿元，换手率4.12%，总市值50.47亿 元。志特新材股价已经连续3天上涨，区间累计涨幅3.64%。 资料显示，江西志特新材料股份有限公司位于广东省中山市翠亨新区和信路18号翠亨大厦B栋15楼，成 立日期2011年12月8日，上市日期2021年4月30日，公司主营业务涉及为客户提供建筑铝模系统的研发、 设计、生产、销售、租赁和相应的技术指导等综合服务。主营业务收入构成为：铝模55.53%，其他 29.77%，装配式PC系列产品14.70%。 从基金十大重仓股角度 数据显示，华夏基金旗下1只基金重仓志特新材。华夏核心价值混合A（010692）二季度持有股数24.15 万股，占基金净值比例为1.84%，位居第十大重仓股。根据测算，今日浮盈赚取约14.25万元。连续3天 上涨期间浮盈赚取9.9万元。 华夏核心价值混合A（010692）成立日期2021年4月20日，最新规模1.3亿。今年以来收益20.15%，同类 排名4171/8159；近一年收益18.6%，同类排名4026/8030；成立以来亏损26.42%。 华夏核心价值混合A（01 ...

Company Overview - Zhite New Materials Co., Ltd. is located in Zhongshan City, Guangdong Province, and was established on December 8, 2011. The company went public on April 30, 2021. Its main business involves providing comprehensive services such as research, design, production, sales, leasing, and technical guidance for building aluminum formwork systems [1] - The revenue composition of the company is as follows: aluminum formwork accounts for 55.53%, other services 29.77%, and prefabricated PC series products 14.70% [1] Stock Performance - On September 23, the stock price of Zhite New Materials fell by 5.08%, closing at 11.02 CNY per share, with a trading volume of 76.04 million CNY and a turnover rate of 1.64%. The total market capitalization is 4.54 billion CNY [1] Fund Holdings - Zhite New Materials is a significant holding in the Guotai Fund, specifically in the Guotai Regional Advantage Mixed A Fund (020015). In the second quarter, the fund reduced its holdings by 495,600 shares, retaining 1,074,500 shares, which represents 4.08% of the fund's net value, ranking as the ninth largest holding [2] - The Guotai Regional Advantage Mixed A Fund was established on May 27, 2009, with a current size of 227 million CNY. Year-to-date returns are 27.06%, ranking 3421 out of 8172 in its category, while the one-year return is 70.26%, ranking 1723 out of 7995. Since inception, the fund has achieved a return of 401.79% [2]

Group 1 - The core point of the news is that Zhite New Materials Co., Ltd. experienced a stock decline of 5.25%, with a current share price of 11.37 yuan and a total market capitalization of 4.684 billion yuan [1] - Zhite New Materials was established on December 8, 2011, and went public on April 30, 2021. The company specializes in providing comprehensive services related to the research, design, production, sales, leasing, and technical guidance of building aluminum formwork systems [1] - The main revenue composition of Zhite New Materials includes aluminum formwork at 55.53%, other products at 29.77%, and prefabricated PC series products at 14.70% [1] Group 2 - According to data from the top ten holdings of funds, one fund under Guotai Asset Management holds a significant position in Zhite New Materials. The Guotai Regional Advantage Mixed A Fund (020015) reduced its holdings by 495,600 shares in the second quarter, now holding 1,074,500 shares, which accounts for 4.08% of the fund's net value [2] - The Guotai Regional Advantage Mixed A Fund was established on May 27, 2009, with a current scale of 227 million yuan. Year-to-date returns are 24.83%, ranking 2,948 out of 8,175 in its category, while the one-year return is 66.21%, ranking 1,489 out of 7,982 [2]

Group 1 - On August 26, Zhite New Materials saw a stock price increase of 4.39% with a trading volume of 399 million yuan [1] - The financing data on the same day indicated a financing purchase amount of 54.09 million yuan and a financing repayment of 63.63 million yuan, resulting in a net financing outflow of 9.54 million yuan [1] - As of August 26, the total balance of margin trading for Zhite New Materials was 337 million yuan, which accounted for 5.74% of its circulating market value, indicating a high level compared to the past year [1] Group 2 - As of June 30, the number of shareholders for Zhite New Materials reached 14,500, an increase of 4.89% from the previous period, with an average of 25,961 circulating shares per person, up by 36.69% [2] - For the first half of 2025, Zhite New Materials reported a revenue of 1.293 billion yuan, representing a year-on-year growth of 14.02%, and a net profit attributable to shareholders of 76.20 million yuan, which is a significant increase of 906.32% [2] - Since its A-share listing, Zhite New Materials has distributed a total of 101 million yuan in dividends, with 83.13 million yuan distributed over the past three years [2]