机构持仓方面，截止2025年9月30日，硅宝科技十大流通股东中，香港中央结算有限公司位居第九大流 通股东，持股254.58万股，相比上期减少58.95万股。 资料显示，成都硅宝科技股份有限公司位于四川省成都高新区新园大道16号，成立日期1998年10月19 日，上市日期2009年10月30日，公司主营业务涉及有机硅室温硫化硅橡胶胶及制胶专用生产设备的自主 研发、生产和销售。主营业务收入构成为：建筑类用胶40.42%，热熔胶31.80%，工业类用胶27.42%， 其他(补充)0.36%。 硅宝科技所属申万行业为：基础化工-化学制品-有机硅。所属概念板块包括：有机硅、BIPV概念、BC 电池、小盘、特高压等。 责任编辑：小浪快报 硅宝科技今年以来股价涨48.05%，近5个交易日跌15.82%，近20日涨0.66%，近60日跌4.71%。 今年以来硅宝科技已经2次登上龙虎榜，最近一次登上龙虎榜为7月10日，当日龙虎榜净买入3708.17万 元；买入总计1.91亿元 ，占总成交额比8.08%；卖出总计1.54亿元 ，占总成交额比6.51%。 11月26日，硅宝科技盘中下跌2.17%，截至10:44，报21.23元/股 ...

11月24日，天洋新材盘中上涨2.04%，截至13:18，报7.50元/股，成交4675.31万元，换手率1.55%，总市 值32.45亿元。 分红方面，天洋新材A股上市后累计派现1.45亿元。近三年，累计派现3431.05万元。 资金流向方面，主力资金净流出13.32万元，特大单买入0.00元，占比0.00%，卖出100.05万元，占比 2.14%；大单买入764.61万元，占比16.35%，卖出677.88万元，占比14.50%。 责任编辑：小浪快报 天洋新材今年以来股价涨18.30%，近5个交易日跌10.71%，近20日跌3.47%，近60日跌6.48%。 天洋新材所属申万行业为：基础化工-塑料-其他塑料制品。所属概念板块包括：太阳能、小盘、光伏玻 璃、光伏胶膜、多胎概念等。 截至9月30日，天洋新材股东户数1.66万，较上期减少6.65%；人均流通股24543股，较上期增加7.12%。 2025年1月-9月，天洋新材实现营业收入6.88亿元，同比减少31.24%；归母净利润-1079.16万元，同比增 长62.71%。 今年以来天洋新材已经2次登上龙虎榜，最近一次登上龙虎榜为4月9日，当日龙虎榜净买入 ...

大成景禄灵活配置混合A（003373）基金经理为李煜。 截至发稿，李煜累计任职时间11年110天，现任基金资产总规模6.47亿元，任职期间最佳基金回报 102.86%， 任职期间最差基金回报-6.79%。 数据显示，大成基金旗下1只基金重仓硅宝科技。大成景禄灵活配置混合A（003373）三季度增持5.03万 股，持有股数43.08万股，占基金净值比例为4.7%，位居第九大重仓股。根据测算，今日浮亏损失约 55.14万元。 大成景禄灵活配置混合A（003373）成立日期2016年9月29日，最新规模5495.69万。今年以来收益 45.29%，同类排名1069/8136；近一年收益37.77%，同类排名1496/8055；成立以来收益113.75%。 11月20日，硅宝科技跌5.08%，截至发稿，报23.94元/股，成交6.43亿元，换手率7.75%，总市值94.11亿 元。 资料显示，成都硅宝科技股份有限公司位于四川省成都高新区新园大道16号，成立日期1998年10月19 日，上市日期2009年10月30日，公司主营业务涉及有机硅室温硫化硅橡胶胶及制胶专用生产设备的自主 研发、生产和销售。主营业务收入构成为： ...

回复：公司密封胶产品在装饰装修领域应用广泛，包括但不限于门窗接缝 防水、陶瓷大板粘结、踢脚线、厨房/洗手间用具接缝处防水、瓷砖美缝、镜面 粘结、挂饰粘结等。一方面，公司装饰装修胶具备显著的技术优势，依托自研 核心技术，在环保、粘结、耐候等性能方面达到行业领先水平，并通过多项权 威认证，广泛适配建筑工程与家装等多样化场景；另一方面，公司室内装饰用 产品对人体及环境均无危害，全面满足 GB 33372-2020《胶粘剂中挥发性有机 化合物（VOC）限量》标准的规定。随着"好房子、好小区、好社区、好城区" 的建设理念的推进，公司产品在高端建筑、装饰装修领域中发挥重要作用，稳 居建筑胶行业第一品牌。近期，由住房和城乡建设部科技与产业化发展中心组 织开展的关于"好房子"建设适用建材产品审查结果已公示，公司有机硅密封 胶产品成功进入《"好房子"建设适用建材产品（2025 年）》名录。 四、目前公司热熔胶产能有多少？未来是否计划扩充产能？ 回复：公司热熔胶产品主要应用于标签、卫生用品、工业胶带、医疗、防 水卷材、汽车等领域，现有产能 11 万吨/年。目前，公司现有产能可以满足现 阶段热熔胶销售需求，未来公司将根据客户及市场 ...

Group 1 - The core point of the news is the significant increase in the stock price of Silicon Treasure Technology, which rose by 5.08% to 25.45 CNY per share, with a trading volume of 849 million CNY and a turnover rate of 10.54%, resulting in a total market capitalization of 10.005 billion CNY [1] - Silicon Treasure Technology, established on October 19, 1998, and listed on October 30, 2009, specializes in the research, production, and sales of room temperature vulcanized silicone rubber and related production equipment [1] - The company's main business revenue composition includes construction adhesives at 40.42%, hot melt adhesives at 31.80%, industrial adhesives at 27.42%, and others at 0.36% [1] Group 2 - Dachen Fund has a significant holding in Silicon Treasure Technology, with its Dachen Jinglu Flexible Allocation Mixed A Fund (003373) increasing its stake by 50,300 shares in the third quarter, bringing the total to 430,800 shares, which accounts for 4.7% of the fund's net value, ranking it as the ninth largest holding [2] - The Dachen Jinglu Flexible Allocation Mixed A Fund has achieved a year-to-date return of 45.13%, ranking 1102 out of 8138 in its category, and a one-year return of 41.84%, ranking 1366 out of 8055 [2] Group 3 - The fund manager of Dachen Jinglu Flexible Allocation Mixed A Fund is Li Yu, who has a tenure of 11 years and 109 days, managing a total asset size of 647 million CNY, with the best fund return during his tenure being 102.86% and the worst being -6.79% [3]

天洋新材今年以来股价涨29.81%，近5个交易日跌3.97%，近20日涨7.30%，近60日涨11.52%。 截至9月30日，天洋新材股东户数1.66万，较上期减少6.65%；人均流通股24543股，较上期增加7.12%。 2025年1月-9月，天洋新材实现营业收入6.88亿元，同比减少31.24%；归母净利润-1079.16万元，同比增 长62.71%。 分红方面，天洋新材A股上市后累计派现1.45亿元。近三年，累计派现3431.05万元。 责任编辑：小浪快报 今年以来天洋新材已经2次登上龙虎榜，最近一次登上龙虎榜为4月9日，当日龙虎榜净买入-1880.13万 元；买入总计3353.72万元 ，占总成交额比11.49%；卖出总计5233.85万元 ，占总成交额比17.93%。 资料显示，天洋新材(上海)科技股份有限公司位于上海市嘉定区南翔镇惠平路505号，成立日期2002年1 月11日，上市日期2017年2月13日，公司主营业务涉及各类热塑性环保粘接材料的研发、生产及销售。 主营业务收入构成为：热熔胶42.28%，光伏封装胶膜32.55%，反应型胶黏剂17.49%，热熔墙布、窗帘 4.92%，其他2.76% ...

Group 1 - The core point of the news is that Silicon Treasure Technology experienced a 5.1% drop in stock price, reaching 24.01 CNY per share, with a trading volume of 466 million CNY and a turnover rate of 5.63%, resulting in a total market capitalization of 9.439 billion CNY [1] - Silicon Treasure Technology, established on October 19, 1998, and listed on October 30, 2009, specializes in the research, production, and sales of room temperature vulcanized silicone rubber and related production equipment [1] - The company's main business revenue composition includes construction adhesives at 40.42%, hot melt adhesives at 31.80%, industrial adhesives at 27.42%, and other (supplementary) at 0.36% [1] Group 2 - From the perspective of major fund holdings, one fund under Dacheng Fund has a significant position in Silicon Treasure Technology, with Dacheng Jinglu Flexible Allocation Mixed A (003373) increasing its holdings by 50,300 shares in the third quarter, totaling 430,800 shares, which accounts for 4.7% of the fund's net value, ranking as the ninth largest holding [2] - The Dacheng Jinglu Flexible Allocation Mixed A (003373) fund was established on September 29, 2016, with a latest scale of 54.9569 million CNY, achieving a year-to-date return of 49.2%, ranking 1139 out of 8140 in its category, and a one-year return of 36.43%, ranking 1517 out of 8056 [2] - The fund manager, Li Yu, has a tenure of 11 years and 104 days, with the fund's total asset scale at 647 million CNY, achieving a best return of 102.86% and a worst return of -6.79% during his tenure [3]

Core Points - Tianyang New Materials' stock price decreased by 2.10% to 8.39 CNY per share, with a market capitalization of 3.63 billion CNY [1] - The company has seen a year-to-date stock price increase of 32.33% and a recent 60-day increase of 14.15% [1] - Tianyang New Materials has been listed on the stock market since February 13, 2017, and specializes in the research, production, and sales of various thermoplastic environmentally friendly adhesive materials [1] Financial Performance - For the period from January to September 2025, Tianyang New Materials reported a revenue of 688 million CNY, a year-on-year decrease of 31.24%, while the net profit attributable to shareholders was -10.79 million CNY, an increase of 62.71% year-on-year [2] - The company has distributed a total of 145 million CNY in dividends since its A-share listing, with 34.31 million CNY distributed over the past three years [3] Shareholder Information - As of September 30, Tianyang New Materials had 16,600 shareholders, a decrease of 6.65% from the previous period, with an average of 24,543 circulating shares per shareholder, an increase of 7.12% [2]

Core Viewpoint - Silicon Treasure Technology is a leading enterprise in the domestic silicone sealant industry, with strong technical capabilities and market share, focusing on the research, production, and sales of silicone rubber and related production equipment [1] Financial Performance - In Q3 2025, Silicon Treasure Technology reported revenue of 2.651 billion yuan, ranking 4th in the industry, with the industry leader achieving 15.206 billion yuan [2] - The company's net profit for the same period was 229 million yuan, ranking 2nd in the industry, with the industry average net profit being 64.64 million yuan [2] Profitability and Debt Ratios - As of Q3 2025, the company's debt-to-asset ratio was 34.27%, lower than the industry average of 38.81% [3] - The gross profit margin for the same period was 21.53%, higher than the industry average of 18.89% [3] Executive Compensation - The chairman, Wang Youzhi, received a salary of 1.972 million yuan in 2024, an increase of 696,000 yuan from the previous year [4] - The general manager, Huang Qiang, received a salary of 1.456 million yuan in 2024, up from 1.0008 million yuan in 2023 [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 2.84% to 37,300 [5] - The average number of circulating A-shares held per shareholder increased by 2.92% to 9,037.64 [5] Future Outlook - The company is expected to see continued growth in revenue and net profit, with projected net profits of 310 million, 400 million, and 510 million yuan for 2025 to 2027 [5] - The ongoing construction of a 50,000 tons/year silicon-carbon negative electrode material project is anticipated to contribute to future growth [5]

Core Viewpoint - Tianyang New Materials is a significant player in the domestic thermoplastic environmentally friendly adhesive materials sector, showcasing technological advantages and investment potential [1] Group 1: Business Performance - For Q3 2025, Tianyang New Materials reported revenue of 688 million yuan, ranking 14th out of 21 in the industry, significantly lower than the top competitor Wankai New Materials at 12.436 billion yuan and second-place China Resources Materials at 10.296 billion yuan [2] - The main business composition includes hot melt adhesives at 195 million yuan (42.28%), photovoltaic encapsulation adhesive films at 150 million yuan (32.55%), reactive adhesives at 80.75 million yuan (17.49%), and other products [2] - The net profit for the same period was -8.0941 million yuan, ranking 20th in the industry, far behind the leading companies [2] Group 2: Financial Health - As of Q3 2025, Tianyang New Materials had a debt-to-asset ratio of 32.87%, lower than the previous year's 41.65% and below the industry average of 33.77%, indicating good solvency [3] - The gross profit margin for Q3 2025 was 23.14%, an increase from 13.93% in the previous year and above the industry average of 21.93%, reflecting improved profitability [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders for Tianyang New Materials was 16,600, a decrease of 6.65% from the previous period, while the average number of circulating A-shares held per shareholder increased by 7.12% to 24,500 [5] Group 4: Leadership - The controlling shareholder of Tianyang New Materials is Changzhou Baixing Group, with Zhu Zhengwei serving as the chairman and general manager since 2020, possessing extensive industry experience and holding multiple significant positions [4]