11月21日，惠柏新材跌5.02%，截至发稿，报32.17元/股，成交1.37亿元，换手率8.56%，总市值29.68亿 元。 富荣福康混合A（005104）成立日期2018年2月11日，最新规模543.7万。今年以来收益52.32%，同类排 名629/8136；近一年收益46.31%，同类排名757/8056；成立以来收益26%。 富荣福康混合A（005104）基金经理为姜帆。 截至发稿，姜帆累计任职时间1年154天，现任基金资产总规模1835.24万元，任职期间最佳基金回报 56.08%， 任职期间最差基金回报8.86%。 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 资料显示，惠柏新材料科技(上海)股份有限公司位于上海市嘉定区江桥镇博园路558号第2幢，成立日期 2010年12月15日，上市日期2023年10月31日，公司主营业务涉及特种配方改性环氧树脂系列产品的研 发、生产和销售,主要包括风电叶片用环氧树脂、新型复合材料用环氧树脂、电子电气绝 ...

格隆汇11月18日丨惠柏新材(301555.SZ)在投资者互动平台表示，公司的主营业务为特种配方改性环氧 树脂系列产品的研发、生产和销售，主要包括风电叶片用环氧树脂、新型复合材料用环氧树脂、电子电 气绝缘封装用环氧树脂等多个应用系列产品。公司新型复合材料用环氧树脂相关产品，可以应用在新能 源汽车电池包、各类运动器材（如自行车架、高尔夫球杆等）、储氢气瓶、碳板、运动鞋材、机器人手 臂、无人机、汽车轻量化材料等领域。 ...

每经AI快讯，有投资者在投资者互动平台提问：公司产品有应用于锂电池吗？ （文章来源：每日经济新闻） 惠柏新材（301555.SZ）11月18日在投资者互动平台表示，公司的主营业务为特种配方改性环氧树脂系 列产品的研发、生产和销售，主要包括风电叶片用环氧树脂、新型复合材料用环氧树脂、电子电气绝缘 封装用环氧树脂等多个应用系列产品。公司新型复合材料用环氧树脂相关产品，可以应用在新能源汽车 电池包、各类运动器材（如自行车架、高尔夫球杆等）、储氢气瓶、碳板、运动鞋材、机器人手臂、无 人机、汽车轻量化材料等领域。 ...

Company Overview - Huibo New Materials was established on December 15, 2010, and was listed on the Shenzhen Stock Exchange on October 31, 2023, with its registered and office address in Shanghai [1] - The company is a significant player in the domestic specialty formulated modified epoxy resin sector, with technological advantages in its products [1] - Main business includes R&D, production, and sales of specialty formulated modified epoxy resin products, covering applications such as wind turbine blades, new composite materials, and electronic insulation packaging [1] Financial Performance - For Q3 2025, Huibo New Materials reported revenue of 1.641 billion yuan, ranking 7th in the industry out of 14, below the industry average of 1.76 billion yuan but above the median of 1.46 billion yuan [2] - The company's net profit for the same period was 60.34 million yuan, ranking 9th in the industry, below the industry average of 156 million yuan and the median of 67.28 million yuan [2] Financial Ratios - As of Q3 2025, Huibo New Materials had a debt-to-asset ratio of 59.80%, up from 50.47% in the previous year, which is higher than the industry average of 33.32% [3] - The gross profit margin for Q3 2025 was 11.90%, an increase from 9.68% year-on-year, but still below the industry average of 20.81% [3] Executive Compensation - The chairman, Yang Yujing, received a salary of 946,900 yuan in 2024, an increase of 43,800 yuan from 2023 [4] - The general manager, Kang Yaolun, received a salary of 1.6795 million yuan in 2024, a decrease of 322,700 yuan from 2023 [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 5.42% to 10,200 [5] - The average number of circulating A-shares held per shareholder increased by 5.73% to 4,737.14 [5]

Group 1 - The core viewpoint of the news is that Huibo New Materials experienced a decline in stock price and significant trading activity, indicating high financing levels and potential investor interest [1][2]. - On October 30, Huibo New Materials' stock fell by 1.96%, with a trading volume of 178 million yuan. The financing buy-in amount was 19.298 million yuan, while the financing repayment was 18.117 million yuan, resulting in a net financing buy-in of 1.1815 million yuan [1]. - As of October 30, the total financing and securities lending balance for Huibo New Materials was 80.9396 million yuan, accounting for 5.13% of its circulating market value, which is above the 80th percentile level over the past year [1]. Group 2 - Huibo New Materials Technology (Shanghai) Co., Ltd. was established on December 15, 2010, and is set to be listed on October 31, 2023. The company specializes in the research, production, and sales of specialty modified epoxy resin products [2]. - The main business revenue composition includes 81.88% from epoxy resin for wind turbine blades, 13.74% from new composite materials, and 4.11% from electronic and electrical insulation packaging [2]. - For the period from January to September 2025, Huibo New Materials achieved an operating income of 1.641 billion yuan, representing a year-on-year growth of 76.34%, and a net profit attributable to the parent company of 60.3354 million yuan, reflecting a year-on-year increase of 1222.38% [2]. Group 3 - After its A-share listing, Huibo New Materials has distributed a total of 20.2987 million yuan in dividends [3].

Core Viewpoint - Huibai New Materials (惠柏新材) has demonstrated significant growth in its financial performance, driven by the booming wind power industry and diversification into new composite materials [1][2][3] Financial Performance - In Q3 2025, Huibai New Materials reported a revenue of 1.641 billion yuan, representing a year-on-year increase of 76.34% - The net profit attributable to shareholders reached 60.3354 million yuan, showing a remarkable growth of 1222.38% compared to the previous year [1] Industry Context - The wind power industry in China remains robust, with cumulative installed capacity reaching 580 million kilowatts by the end of September 2025, a year-on-year increase of 21.3% - New installed wind power capacity from January to September 2025 was 61.09 million kilowatts, up 56.16% year-on-year [1] Product Diversification - Huibai New Materials has successfully penetrated various high-growth sectors with its new composite materials, including hydrogen storage, automotive lightweighting, and sports equipment [2] - The company has developed specialized epoxy resins for high-pressure containers and rapid curing RTM epoxy resins for carbon fiber composite components [2] Strategic Initiatives - The company is expanding into the "low-altitude economy" sector, having completed the R&D phase for its HP-RTM resin project, which has already secured small batch orders from clients [2] - This strategic move positions Huibai New Materials in the supply chain for advanced manufacturing in drones and eVTOLs [2] Competitive Advantage - Huibai New Materials has established a solid development framework characterized by a strong foundation in wind power materials and diversified growth points [3] - The company aims to maintain its leadership in wind power materials while exploring opportunities in the new composite materials market through continuous innovation and market-responsive capacity planning [3]

Group 1 - The core viewpoint of the news is that Huibo New Materials has seen a significant increase in stock price, with a 5.07% rise on October 23, reaching 32.56 yuan per share, and a total market capitalization of 3.004 billion yuan [1] - Huibo New Materials specializes in the research, production, and sales of specialty modified epoxy resin products, with a primary revenue composition of 81.88% from wind turbine blade epoxy resin series [1] - The company has experienced a cumulative stock price increase of 4.59% over the past three days, indicating positive market sentiment [1] Group 2 - The Fuyong Fund holds Huibo New Materials as one of its top ten heavy positions, with the Fuyong Fukan Mixed A Fund (005104) owning 4,700 shares, representing 2.19% of the fund's net value [2] - The Fuyong Fukan Mixed A Fund has achieved a year-to-date return of 48.6%, ranking 915 out of 8,159 in its category [2] - The fund manager, Jiang Fan, has a tenure of 1 year and 125 days, with the best fund return during this period being 46.41% [3]

Core Insights - Hebei New Materials Technology Co., Ltd. is set to be listed on October 31, 2023, specializing in the research, production, and sales of specialty modified epoxy resin products, with a significant focus on wind power blade epoxy resin [2] Group 1: Financial Performance - For the period from January to June 2025, Hebei New Materials achieved operating revenue of 1.015 billion yuan, representing a year-on-year growth of 98.18% [2] - The net profit attributable to the parent company for the same period was 33.2047 million yuan, showing a remarkable year-on-year increase of 844.33% [2] Group 2: Shareholder Information - As of June 30, the number of shareholders for Hebei New Materials reached 10,800, an increase of 11.99% compared to the previous period [2] - The average circulating shares per person decreased by 10.69% to 4,480 shares [2] Group 3: Market Activity - On September 30, Hebei New Materials saw a trading volume of 58.7788 million yuan, with a financing buy amount of 4.5623 million yuan and a financing repayment of 8.9239 million yuan, resulting in a net financing outflow of 4.3616 million yuan [1] - The total balance of margin trading for Hebei New Materials as of September 30 was 73.2597 million yuan, accounting for 4.96% of its circulating market value, which is above the 70th percentile of the past year [1] Group 4: Dividend Information - Since its A-share listing, Hebei New Materials has distributed a total of 20.2987 million yuan in dividends [3]

Group 1 - The company specializes in the research, production, and sales of specialty formulated modified epoxy resin series products [1] - Main product applications include epoxy resins for wind turbine blades, new composite materials, and electronic electrical insulation packaging [1] - The company has not established a partnership with Yushu Technology [1]

Core Insights - The company, Huibo New Materials, specializes in the research, production, and sales of specialty formula modified epoxy resin products [2] - The main product lines include epoxy resins for wind turbine blades, new composite materials, and electronic insulation packaging [2] Product Applications - The company's products are widely applicable in various fields such as wind energy, sports equipment (e.g., bicycle frames, golf clubs), fishing rods, rail transportation, automotive lightweighting, hydrogen storage bottles, carbon plates, sports shoe materials, robotic arms, drones, LED packaging, and electronic components [2]