Group 1 - The core viewpoint of the news is that Huibo New Materials has shown a positive stock performance since its recent listing, with a current share price of 33.88 yuan and a market capitalization of 3.126 billion yuan [1] - Huibo New Materials specializes in the research, production, and sales of specialty modified epoxy resin products, with a significant revenue contribution from wind power blade epoxy resins at 81.88% [1] - The company was established on December 15, 2010, and was listed on October 31, 2023, indicating a relatively recent entry into the public market [1] Group 2 - The Fuyong Fund has a significant holding in Huibo New Materials, with the Fuyong Fukan Mixed A Fund increasing its stake by 7,000 shares, bringing its total to 11,700 shares, which represents 2.32% of the fund's net value [2] - The Fuyong Fukan Mixed A Fund has achieved a year-to-date return of 49.08%, ranking 1279 out of 8085 in its category [2] - The fund manager, Jiang Fan, has a tenure of 1 year and 194 days, with the best fund return during this period being 49.86% [3]

Core Viewpoint - The company, Huibei New Materials (301555.SZ), focuses on the research, production, and sales of specialty formulated modified epoxy resin products, targeting various applications including wind turbine blades and new composite materials [2] Group 1: Business Overview - The main business of the company includes the development, production, and sales of specialty formulated modified epoxy resin series products [2] - Key product categories include epoxy resins for wind turbine blades, new composite materials, and electrical insulation packaging [2] - The company is actively promoting the application of its new composite material epoxy resin products in downstream markets, particularly those that can be combined with carbon fiber [2]

Group 1 - The core viewpoint of the article is that Huibo New Materials is actively promoting its new epoxy resin products for aerospace applications and is expanding its production capacity through a new project in Zhuhai [1] Group 2 - Huibo New Materials' new production project in Zhuhai will have a total capacity of 82,000 tons, with the first phase expected to begin trial production in Q1 2026 [1] - The annual output of the project will include 60,200 tons, comprising 30,000 tons of wind blade materials, 10,000 tons of high-performance composite materials, 11,000 tons of electronic-grade epoxy resin and slurry, 5,950 tons of high-purity epoxy resin, and 3,250 tons of high-end LED packaging materials [1]

Core Viewpoint - The company is actively promoting its new epoxy resin products for aerospace applications and is expanding its production capacity through a new project [1] Group 1: Product Development - The company's new epoxy resin products for composite materials can be utilized in aerospace and other fields [1] - The project implemented by the subsidiary Zhuhai Huibo involves the construction of an additional 82,000 tons of new electronic specialty materials production capacity [1] Group 2: Production Capacity - The project is divided into two phases, with the first phase expected to begin trial production in the first quarter of 2026 [1] - Upon completion, the project will have an annual production capacity of 60,200 tons, including 30,000 tons of wind blade materials, 10,000 tons of high-performance composite materials, 11,000 tons of electronic-grade epoxy resin and slurry, 5,950 tons of high-purity epoxy resin, and 3,250 tons of high-end LED packaging materials [1]

（文章来源：每日经济新闻） 惠柏新材（301555.SZ）12月26日在投资者互动平台表示，公司新型复合材料用环氧树脂的相关产品可 以用于航空航天等领域，且公司目前正在积极推广在上述领域的应用。公司会时刻关注产业链的发展趋 势与潜在机遇，通过及时掌握客户和下游应用市场的动态及需求，不断开发新产品、新技术，同时加强 与上下游合作伙伴的紧密合作来把握产业机会并推动公司的发展。敬请投资者关注投资风险。 每经AI快讯，有投资者在投资者互动平台提问：惠柏XTG-220预浸料专用高温韧性环氧树脂，可应用于 航天航空高耐温的承力结构，如火箭的整流罩、舱段、梁肋和汽车轮毂等。目前，该型号产品有没有小 规模适配上述应用场景？ ...

人民财讯12月26日电，惠柏新材（301555）12月26日在互动平台表示，公司新型复合材料用环氧树脂的 相关产品可以用于航空航天等领域，且公司目前正在积极推广在上述领域的应用。公司会时刻关注产业 链的发展趋势与潜在机遇，通过及时掌握客户和下游应用市场的动态及需求，不断开发新产品、新技 术，同时加强与上下游合作伙伴的紧密合作来把握产业机会并推动公司的发展。 ...

每经AI快讯，有投资者在投资者互动平台提问：据悉，WA-780预浸料专用OOA 中温固化环氧树脂WA- 780 是惠柏新材（WAM）的预浸料专用中温固化增韧环氧树脂体系，其可在130℃左右固化，在具有韧 性的同时具有良好的树脂流动性，适合于非热压罐成型（OOA），可以应用于航空航天领域飞行器的 非承力、次承力及部分主承力构件制造，同时是复合材料模具预浸料的首选材料。请问，公司有没有开 展上述应用场景的小批量适配送样工作呢？ （记者 王瀚黎） 惠柏新材（301555.SZ）12月26日在投资者互动平台表示，公司新型复合材料用环氧树脂的相关产品可 以用于航空航天等领域，且公司目前正在积极推广在上述领域的应用。公司会时刻关注产业链的发展趋 势与潜在机遇，通过及时掌握客户和下游应用市场的动态及需求，不断开发新产品、新技术，同时加强 与上下游合作伙伴的紧密合作来把握产业机会并推动公司的发展。敬请投资者关注投资风险。 ...

（编辑 丛可心 袁冠琳） 证券日报网讯 12月24日，惠柏新材在互动平台回答投资者提问时表示，公司新型复合材料用环氧树脂 相关产品，可以应用在各类运动器材（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、军工等领域。具体公司产品的应用领域请见公司公开披露的信 息。 ...

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49.69%，同类排 名1122/8088；近一年收益46.81%，同类排名1212/8058；成立以来收益23.82%。 富荣福康混合A（005104）基金经理为姜帆。 12月24日，惠柏新材涨1.05%，截至发稿，报32.57元/股，成交7291.24万元，换手率4.66%，总市值 30.05亿元。惠柏新材股价已经连续6天上涨，区间累计涨幅8.93%。 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、电子电气绝缘封装用环氧 树脂等多个应用系列产品。主营业务收入构成为：风电叶片用环氧树脂系列81.88%，新型复合材料用 环氧树脂系列13.74%，电子电气绝缘封装用环氧树脂4.11%，其他(补充)0.27%，量子点相关产品及其他 0.00%。 从基金十大重仓股角度 数据显示，富荣基金旗下1只基金重 ...

Core Viewpoint - The company specializes in the research, production, and sales of specialty formulated modified epoxy resin products, with applications in various industries including wind energy and electronics [1] Group 1: Business Overview - The main business of the company includes the development, production, and sales of specialty formulated modified epoxy resin series products [1] - Key product categories include epoxy resins for wind turbine blades, new composite materials, and electronic insulation packaging [1] Group 2: Product Applications - The new composite material epoxy resins can be applied in various fields such as sporting equipment (e.g., bicycle frames, golf clubs), hydrogen storage tanks, carbon plates, athletic shoe materials, robotic arms, drones, lightweight automotive materials, and military applications [1] - The company does not participate in the production of military-related products [1]