11月12日，唯万密封盘中下跌2.00%，截至14:16，报33.73元/股，成交1.23亿元，换手率4.63%，总市值 40.48亿元。 唯万密封所属申万行业为：机械设备-工程机械-工程机械器件。所属概念板块包括：半导体、专精特 新、基金重仓、融资融券、小盘等。 截至11月10日，唯万密封股东户数1.24万，较上期减少4.03%；人均流通股6225股，较上期增加4.20%。 2025年1月-9月，唯万密封实现营业收入5.72亿元，同比增长10.68%；归母净利润6979.10万元，同比增 长38.54%。 分红方面，唯万密封A股上市后累计派现3768.00万元。 机构持仓方面，截止2025年9月30日，唯万密封十大流通股东中，富国稳健增长混合A（010624）位居 第五大流通股东，持股230.00万股，为新进股东。平安先进制造主题股票发起A（019457）位居第六大 流通股东，持股113.32万股，为新进股东。富国均衡投资混合（024188）位居第七大流通股东，持股 80.00万股，为新进股东。易方达新丝路混合（001373）、中信保诚多策略混合(LOF)A（165531）退出 十大流通股东之列。 责任编辑 ...

Core Insights - On October 10, Weiman Sealing experienced a decline of 3.44% with a trading volume of 158 million yuan [1] - As of October 10, the total margin balance for Weiman Sealing was 111 million yuan, representing 2.49% of its circulating market value, indicating a high level of margin activity [1] - For the first half of 2025, Weiman Sealing reported a revenue of 386 million yuan, a year-on-year increase of 16.27%, and a net profit attributable to shareholders of 48 million yuan, up 22.64% year-on-year [2] Financing and Margin Activity - On October 10, Weiman Sealing had a financing buy-in amount of 14.2 million yuan and a financing repayment of 14.75 million yuan, resulting in a net financing buy of -0.555 million yuan [1] - The current financing balance of 111 million yuan is above the 80th percentile level over the past year, indicating a high level of leverage [1] - There were no shares sold or repaid in the securities lending market on October 10, with a total securities lending balance of 0 [1] Shareholder and Institutional Holdings - As of September 30, Weiman Sealing had 12,400 shareholders, a decrease of 3.11% from the previous period, while the average circulating shares per person increased by 3.21% to 9,672 shares [2] - Since its A-share listing, Weiman Sealing has distributed a total of 37.68 million yuan in dividends [3] - As of June 30, 2025, notable institutional shareholders include E Fund New Silk Road Mixed Fund, holding 396,900 shares, and CITIC Prudential Multi-Strategy Mixed Fund, which is a new shareholder holding 350,000 shares [3]

Group 1 - The core viewpoint of the news is that Weiman Sealing Technology Co., Ltd. has shown a significant increase in stock price and trading volume, indicating positive market sentiment towards the company [1] - As of September 23, Weiman Sealing's stock price rose by 5.09% to 39.24 CNY per share, with a trading volume of 2.17 billion CNY and a turnover rate of 4.82%, resulting in a total market capitalization of 47.09 billion CNY [1] - The company, established on November 19, 2008, specializes in the research, production, and sales of hydraulic and pneumatic sealing products, classified as a high-tech enterprise [1] Group 2 - The main revenue composition of Weiman Sealing includes hydraulic seals (37.11%), pump and valve seals (20.77%), other seals (17.29%), hydraulic seal kits (17.18%), non-sealing products (6.76%), and others (0.90%) [1] - Among the top ten circulating shareholders, E Fund's New Silk Road Mixed Fund holds 396,900 shares, unchanged from the previous period, representing 0.74% of the circulating shares, with an estimated floating profit of approximately 754,100 CNY [2] - E Fund's New Silk Road Mixed Fund, established on May 27, 2015, has a current scale of 2.787 billion CNY, with a year-to-date return of 20.77% and a one-year return of 34.77% [2]

Core Viewpoint - Weiman Sealing Technology Co., Ltd. has shown a significant increase in stock price and trading volume, indicating positive market sentiment towards the company [1]. Company Overview - Weiman Sealing Technology Co., Ltd. was established on November 19, 2008, and is located in Shanghai, specializing in the research, production, and sales of hydraulic and pneumatic sealing products [1]. - The company went public on September 14, 2022, and currently has a total market capitalization of 4.656 billion yuan [1]. Business Composition - The main revenue sources for Weiman Sealing are as follows: hydraulic seals (37.11%), pump and valve seals (20.77%), other seals (17.29%), hydraulic seal kits (17.18%), non-sealing products (6.76%), and others (0.90%) [1]. Shareholder Information - E Fund's New Silk Road Mixed Fund (001373) is among the top ten circulating shareholders of Weiman Sealing, holding 396,900 shares, which is 0.74% of the circulating shares [2]. - The fund has achieved a year-to-date return of 15.49% and a one-year return of 30.24% [2]. Fund Manager Performance - The fund manager Wang Sinan has been in position for 1 year and 30 days, with a total fund size of 2.787 billion yuan and a best return of 29.64% during his tenure [3]. - Another manager, Qiu Tianlan, has been in position for 301 days, managing a fund size of 3.371 billion yuan, with a best return of 11.95% [3].

Core Viewpoint - The stock of Weiman Sealing has shown significant volatility and growth, with a year-to-date increase of 76.97% and a recent drop of 16.97% over the past 20 days, indicating fluctuating investor sentiment and market dynamics [1][2]. Company Overview - Weiman Sealing Technology Co., Ltd. was established on November 19, 2008, and went public on September 14, 2022. The company specializes in the research, production, and sales of hydraulic and pneumatic sealing products [2]. - The revenue composition of Weiman Sealing includes hydraulic seals (37.11%), pump and valve seals (20.77%), other seals (17.29%), hydraulic seal kits (17.18%), non-sealing products (6.76%), and others (0.90%) [2]. Financial Performance - For the first half of 2025, Weiman Sealing reported a revenue of 386 million yuan, representing a year-on-year growth of 16.27%. The net profit attributable to shareholders was 48.02 million yuan, reflecting a growth of 22.64% [2]. - Since its A-share listing, Weiman Sealing has distributed a total of 37.68 million yuan in dividends [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Weiman Sealing increased by 20.80% to 14,600, with an average of 3,659 circulating shares per shareholder, a decrease of 17.22% [2]. - Among the top ten circulating shareholders, E Fund New Silk Road Mixed Fund holds 396,900 shares, while CITIC Prudential Multi-Strategy Mixed Fund is a new shareholder with 350,000 shares [3]. Market Activity - On September 15, Weiman Sealing's stock price rose by 2.20% to 37.67 yuan per share, with a trading volume of 78.1 million yuan and a turnover rate of 1.76%. The total market capitalization reached 4.52 billion yuan [1]. - The stock has appeared on the daily trading leaderboard eight times this year, with the most recent occurrence on September 8, where it recorded a net buy of -60.07 million yuan [1].

Group 1 - The stock price of Weiman Sealing has declined by 5.09% on August 26, reaching 40.43 yuan per share, with a trading volume of 182 million yuan and a turnover rate of 8.34%, resulting in a total market capitalization of 4.852 billion yuan [1] - Weiman Sealing has experienced a continuous decline for four consecutive days, with a cumulative drop of 7.15% during this period [1] - The company, established on November 19, 2008, and listed on September 14, 2022, specializes in the research, production, and sales of hydraulic and pneumatic sealing products, classified as a high-tech enterprise [1] Group 2 - According to data from the top ten holdings of funds, Huian Fund has one fund heavily invested in Weiman Sealing, specifically the Huian Multi-Strategy Mixed A (005109), which held 91,700 shares in the second quarter, accounting for 1.45% of the fund's net value [2] - The estimated floating loss for the fund today is approximately 199,000 yuan, with a total floating loss of 300,800 yuan during the four-day decline [2] - The Huian Multi-Strategy Mixed A fund was established on November 22, 2017, with a latest scale of 87.655 million yuan, achieving a year-to-date return of 43.31% and a one-year return of 71.92% [2]