资料显示，深圳科创新源新材料股份有限公司位于广东省深圳市光明区新湖街道同富裕工业园富川科技 工业园2号、3号厂房，成立日期2008年1月10日，上市日期2017年12月8日，公司主营业务涉及从事高性 能特种橡胶密封材料的研发、生产和销售,并为客户提供高端的防水、绝缘、防火、密封等一站式综合 解决方案。主营业务收入构成为：散热金属结构件56.03%，汽车密封条16.51%，绝缘防火材料 13.65%，防水密封材料10.82%，其他产品2.98%。 从基金十大重仓股角度 数据显示，东吴基金旗下1只基金重仓科创新源。东吴双三角股票A（005209）三季度持有股数7.9万 股，占基金净值比例为3.74%，位居第五大重仓股。根据测算，今日浮盈赚取约23.62万元。 12月23日，科创新源涨5.79%，截至发稿，报54.63元/股，成交5.47亿元，换手率8.63%，总市值69.07亿 元。 东吴双三角股票A（005209）成立日期2017年12月5日，最新规模2348.91万。今年以来收益39.46%，同 类排名997/4197；近一年收益39%，同类排名822/4154；成立以来亏损36.31%。 东吴双三角股票A（ ...

12月19日，科创新源盘中上涨2.01%，截至09:54，报51.24元/股，成交1.63亿元，换手率2.69%，总市值 64.78亿元。 资金流向方面，主力资金净流出93.91万元，特大单买入389.92万元，占比2.39%，卖出410.58万元，占 比2.52%；大单买入3905.88万元，占比23.93%，卖出3979.13万元，占比24.38%。 科创新源今年以来股价涨137.99%，近5个交易日涨6.17%，近20日涨20.51%，近60日涨3.06%。 截至9月30日，科创新源股东户数2.34万，较上期增加75.52%；人均流通股5131股，较上期减少 43.03%。2025年1月-9月，科创新源实现营业收入8.39亿元，同比增长41.45%；归母净利润2703.33万 元，同比增长153.29%。 分红方面，科创新源A股上市后累计派现8727.93万元。近三年，累计派现2275.77万元。 机构持仓方面，截止2025年9月30日，科创新源十大流通股东中，信澳新能源产业股票A（001410）、 信澳智远三年持有期混合A（014254）退出十大流通股东之列。 责任编辑：小浪快报 今年以来科创新源已经 ...

Group 1 - The core viewpoint of the news is that Shenzhen Kexin New Materials Co., Ltd. experienced a decline in stock price, with a drop of 5.44% to 44.65 CNY per share, resulting in a total market capitalization of 5.645 billion CNY [1] - The company specializes in the research, production, and sales of high-performance special rubber sealing materials, providing comprehensive solutions for waterproofing, insulation, fireproofing, and sealing [1] - The revenue composition of the company's main business includes: 56.03% from heat dissipation metal structural parts, 16.51% from automotive sealing strips, 13.65% from insulation and fireproof materials, 10.82% from waterproof sealing materials, and 2.98% from other products [1] Group 2 - Dongwu Fund has a significant holding in Kexin New Materials, with the Dongwu Double Triangle Stock A fund holding 79,000 shares, accounting for 3.74% of the fund's net value, making it the fifth-largest holding [2] - The Dongwu Double Triangle Stock A fund has a total scale of 23.4891 million CNY and has achieved a return of 37.68% year-to-date, ranking 894 out of 4208 in its category [2] - The fund manager, Chen Weibin, has been in position for 263 days, with the fund's total asset scale at 93.409 million CNY, achieving a best return of 30.09% and a worst return of 29.64% during his tenure [3]

Group 1 - The core point of the news is that Shenzhen Kexin New Materials Co., Ltd. experienced a stock decline of 5.01%, with a current share price of 45.70 yuan and a total market capitalization of 5.778 billion yuan [1] - The company specializes in the research, production, and sales of high-performance special rubber sealing materials, providing comprehensive solutions for waterproofing, insulation, fireproofing, and sealing [1] - The revenue composition of the company's main business includes: 56.03% from heat dissipation metal structural parts, 16.51% from automotive sealing strips, 13.65% from insulation and fireproof materials, 10.82% from waterproof sealing materials, and 2.98% from other products [1] Group 2 - Dongwu Fund has one fund heavily invested in Kexin New Materials, specifically the Dongwu Double Triangle Stock A (005209), which holds 79,000 shares, accounting for 3.74% of the fund's net value [2] - The fund has reported a floating loss of approximately 190,400 yuan as of the latest data [2] - The fund manager, Chen Weibin, has been in position for 261 days, with the fund's total asset size at 93.409 million yuan [3]

Group 1 - The core point of the news is that Shenzhen Kexin New Materials Co., Ltd. experienced a stock decline of 5.18%, with a current share price of 41.00 CNY and a total market capitalization of 5.184 billion CNY [1] - The company specializes in the research, production, and sales of high-performance special rubber sealing materials, providing comprehensive solutions for waterproofing, insulation, fireproofing, and sealing [1] - The revenue composition of the company includes: 56.03% from heat dissipation metal structural parts, 16.51% from automotive sealing strips, 13.65% from insulation and fireproof materials, 10.82% from waterproof sealing materials, and 2.98% from other products [1] Group 2 - Dongwu Fund has one fund heavily invested in Kexin New Materials, specifically the Dongwu Double Triangle Stock A (005209), which holds 79,000 shares, accounting for 3.74% of the fund's net value [2] - The fund has reported a floating loss of approximately 177,000 CNY as of the current date [2] - The fund has achieved a year-to-date return of 44.82% and a one-year return of 39.65%, ranking 884 out of 4216 and 1158 out of 3896 respectively [2]

Core Viewpoint - 科创新源 is a leading player in the high-performance special rubber sealing materials sector in China, providing comprehensive solutions with certain technological advantages [1] Group 1: Business Overview - Founded on January 10, 2008, and listed on December 8, 2017,科创新源 specializes in the R&D, production, and sales of high-performance special rubber sealing materials [1] - The company operates in the basic chemical industry, specifically in rubber and other rubber products, and is involved in sectors such as 5G, data centers, nuclear fusion, superconductivity, and nuclear power [1] Group 2: Financial Performance - For Q3 2025,科创新源 reported revenue of 839 million yuan, ranking 5th among 13 companies in the industry, with the industry leader 三维股份 generating 3.391 billion yuan [2] - The revenue breakdown includes: 303 million yuan from heat dissipation metal structural parts (56.03%), 89.25 million yuan from automotive sealing strips (16.51%), 73.79 million yuan from insulation and fireproof materials (13.65%), and 58.49 million yuan from waterproof sealing materials (10.82%) [2] - The net profit for the same period was 32.96 million yuan, ranking 8th in the industry, with the top performer, 海达股份, achieving a net profit of 170 million yuan [2] Group 3: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 45.32%, higher than the previous year's 42.25% and above the industry average of 33.87% [3] - The gross profit margin for Q3 2025 was 19.12%, down from 21.90% year-on-year and below the industry average of 27.25% [3] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 75.52% to 23,400, while the average number of circulating A-shares held per shareholder decreased by 43.03% to 5,131.48 [5] - Notable changes in the top ten circulating shareholders include the exit of 信澳新能源产业股票A and 信澳智远三年持有期混合A [5] Group 5: Future Outlook - 国金证券 forecasts that科创新源 will become a leading supplier of liquid cooling components for servers, with expected revenue from data center heat management reaching 3 million yuan in 2025, 900 million yuan in 2026, and 2 billion yuan in 2027 [5] - The company is expected to achieve total revenues of 1.29 billion yuan in 2025, 2.51 billion yuan in 2026, and 3.90 billion yuan in 2027, with net profits of 40 million yuan, 150 million yuan, and 250 million yuan respectively [5] -浙商证券 highlights a rapid growth in the company's heat management business, with revenue of 311 million yuan in H1 2025, a year-on-year increase of 95% [6]

Core Insights - The stock price of Kexin New Source has increased by 103.25% year-to-date, with a recent rise of 2.08% on October 22, reaching 43.76 CNY per share [1][2] - The company reported a significant year-on-year revenue growth of 43.90% and a net profit increase of 520.71% for the first half of 2025 [3] Financial Performance - As of June 30, 2025, Kexin New Source achieved a revenue of 541 million CNY and a net profit of 17.6 million CNY [3] - The company has distributed a total of 87.3 million CNY in dividends since its A-share listing, with 22.8 million CNY distributed in the last three years [4] Shareholder Information - The number of shareholders decreased by 11.71% to 13,300 as of June 30, 2025, while the average number of circulating shares per shareholder increased by 13.26% to 9,006 shares [3] - New institutional shareholders include Xin'ao New Energy Industry Stock A and Xin'ao Zhiyuan Three-Year Holding Period Mixed A, holding 2.2 million shares and 963,400 shares respectively [4] Business Overview - Kexin New Source specializes in the research, production, and sales of high-performance special rubber sealing materials, providing comprehensive solutions for waterproofing, insulation, fireproofing, and sealing [2] - The company's main revenue sources include heat dissipation metal structural parts (56.03%), automotive sealing strips (16.51%), insulation and fireproof materials (13.65%), and waterproof sealing materials (10.82%) [2]

Core Viewpoint - The stock of Shenzhen Kexin New Materials Co., Ltd. has shown significant performance, with a year-to-date increase of 97.72% and a recent market capitalization of 5.38 billion yuan [1][2]. Company Overview - Shenzhen Kexin New Materials Co., Ltd. was established on January 10, 2008, and listed on December 8, 2017. The company specializes in the research, production, and sales of high-performance special rubber sealing materials, providing comprehensive solutions for waterproofing, insulation, fireproofing, and sealing [2]. - The main revenue components include: 56.03% from heat dissipation metal structural parts, 16.51% from automotive sealing strips, 13.65% from insulation and fireproof materials, 10.82% from waterproof sealing materials, and 2.98% from other products [2]. Financial Performance - For the first half of 2025, the company achieved operating revenue of 541 million yuan, representing a year-on-year growth of 43.90%. The net profit attributable to shareholders was 17.60 million yuan, a significant increase of 520.71% [2]. - Cumulative cash dividends since the A-share listing amount to 87.28 million yuan, with 22.76 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders is 13,300, a decrease of 11.71% from the previous period. The average circulating shares per person increased by 13.26% to 9,006 shares [2]. - Notable new institutional shareholders include Xin'ao New Energy Industry Stock A and Xin'ao Zhiyuan Three-Year Holding Period Mixed A, holding 2.21 million shares and 963,400 shares respectively [3].

Core Insights - The stock price of Kexin New Materials has increased by 100.14% year-to-date, with a recent decline of 1.28% over the last five trading days [1] - The company reported a significant revenue growth of 43.90% year-on-year, reaching 541 million yuan for the first half of 2025 [2] - Kexin New Materials has a diverse product portfolio, with the largest revenue contribution from heat dissipation metal structural parts at 56.03% [2] Financial Performance - As of June 30, 2025, Kexin New Materials achieved a net profit of 17.6 million yuan, marking a substantial increase of 520.71% year-on-year [2] - The company has distributed a total of 87.28 million yuan in dividends since its A-share listing, with 22.76 million yuan distributed over the past three years [3] Shareholder Structure - The number of shareholders decreased by 11.71% to 13,300 as of June 30, 2025, while the average number of circulating shares per person increased by 13.26% to 9,006 shares [2] - New institutional shareholders include Xin'ao New Energy Industry Stock A and Xin'ao Zhiyuan Mixed A, holding 2.21 million shares and 963,400 shares respectively [3]

Core Insights - The stock price of Kexin New Source has increased by 107.01% year-to-date, but has seen a decline of 7.22% in the last five trading days [2] - The company reported a significant year-on-year revenue growth of 43.90% for the first half of 2025, reaching 541 million yuan, with a net profit increase of 520.71% [3] Financial Performance - As of June 30, 2025, Kexin New Source had a total revenue of 541 million yuan and a net profit of 17.6 million yuan [3] - The company has distributed a total of 87.3 million yuan in dividends since its A-share listing, with 22.8 million yuan distributed in the last three years [4] Shareholder Information - The number of shareholders decreased by 11.71% to 13,300 as of June 30, 2025, while the average number of circulating shares per person increased by 13.26% to 9,006 shares [3] - New institutional shareholders include Xin'ao New Energy Industry Stock A and Xin'ao Zhiyuan Three-Year Holding Period Mixed A, holding 2.21 million shares and 963,400 shares respectively [4] Market Activity - Kexin New Source's stock experienced a trading volume of 114 million yuan with a turnover rate of 2.17% on October 10, 2023 [1] - The company has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 27.98 million yuan on August 6 [2]