10月15日，新瀚新材涨5.43%，截至发稿，报52.05元/股，成交2.26亿元，换手率4.07%，总市值91.03亿 元。 资料显示，江苏新瀚新材料股份有限公司位于江苏省南京市化学工业园区罐区南路86号(公司东厂区)， 成立日期2008年7月25日，上市日期2021年10月11日，公司主营业务涉及芳香族酮类产品的研发、生产 和销售。主营业务收入构成为：特种工程塑料核心原料42.36%，化妆品原料20.64%，医农中间体及其 他20.25%，光引发剂16.75%。 鹏华碳中和主题混合A（016530）基金经理为闫思倩。 截至发稿，闫思倩累计任职时间8年1天，现任基金资产总规模161.36亿元，任职期间最佳基金回报 306.25%， 任职期间最差基金回报21.07%。 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 从新瀚新材十大流通股东角度 数据显示，鹏华基金旗下1只基金位居新瀚新材十大流通股东。鹏华碳中和主题混合A（016530）二季 度新进十大流 ...

Company Overview - Jiangsu Xinhang New Materials Co., Ltd. is located in Nanjing, Jiangsu Province, and was established on July 25, 2008. The company went public on October 11, 2021. Its main business involves the research, production, and sales of aromatic ketone products [2] - The revenue composition of the company includes: 42.36% from specialty engineering plastics core materials, 20.64% from cosmetic raw materials, 20.25% from agricultural and pharmaceutical intermediates, and 16.75% from photoinitiators [2] Stock Performance - As of September 19, the stock price of Xinhang New Materials decreased by 2.02%, trading at 55.87 CNY per share, with a total market capitalization of 9.77 billion CNY [1] - Year-to-date, the stock price has increased by 135.66%, but it has seen a decline of 5.55% over the last five trading days. Over the last 20 days, the stock rose by 3.79%, and over the last 60 days, it surged by 111.20% [2] Financial Performance - For the first half of 2025, Xinhang New Materials reported a revenue of 229 million CNY, representing a year-on-year growth of 9.66%. The net profit attributable to shareholders was 35.29 million CNY, reflecting a year-on-year increase of 20.40% [3] - The company has distributed a total of 136 million CNY in dividends since its A-share listing, with 95.72 million CNY distributed over the past three years [4] Shareholder Information - As of September 10, the number of shareholders for Xinhang New Materials was 36,300, a decrease of 5.47% from the previous period. The average number of circulating shares per shareholder increased by 5.79% to 3,025 shares [3] - As of June 30, 2025, the sixth largest circulating shareholder is Penghua Carbon Neutral Theme Mixed A, holding 1.63 million shares as a new shareholder [4]

Group 1 - On September 15, Xinhan New Materials saw a stock price increase of 5.29% with a trading volume of 1.582 billion yuan [1] - The company had a financing buy-in amount of 174 million yuan and a financing repayment of 175 million yuan on the same day, resulting in a net financing buy of -1.8057 million yuan [1] - As of September 15, the total financing and securities lending balance for Xinhan New Materials was 373 million yuan, which represents 3.43% of its circulating market value, indicating a high level compared to the past year [1] Group 2 - As of September 10, the number of shareholders for Xinhan New Materials was 36,300, a decrease of 5.47% from the previous period [2] - The average circulating shares per person increased by 5.79% to 3,025 shares [2] - For the first half of 2025, Xinhan New Materials reported a revenue of 229 million yuan, a year-on-year increase of 9.66%, and a net profit attributable to shareholders of 35.2926 million yuan, up 20.40% year-on-year [2] Group 3 - Since its A-share listing, Xinhan New Materials has distributed a total of 136 million yuan in dividends, with 95.719 million yuan distributed over the past three years [3] - As of June 30, 2025, among the top ten circulating shareholders, Penghua Carbon Neutral Theme Mixed A (016530) was the sixth largest shareholder, holding 1.6321 million shares as a new investor [3]

Group 1 - The core viewpoint of the news is that Jiangsu Xinhang New Materials Co., Ltd. experienced a 5.03% drop in stock price, closing at 59.10 yuan per share, with a trading volume of 9.29 billion yuan and a turnover rate of 13.84%, resulting in a total market capitalization of 103.35 billion yuan [1] - The company, established on July 25, 2008, and listed on October 11, 2021, specializes in the research, production, and sales of aromatic ketone products. Its main business revenue composition includes: 42.36% from specialty engineering plastics core materials, 20.64% from cosmetic raw materials, 20.25% from agricultural and pharmaceutical intermediates, and 16.75% from photoinitiators [1] Group 2 - From the perspective of fund holdings, one fund under Huatai-PineBridge holds a significant position in Xinhang New Materials. The Huatai-PineBridge CSI 2000 Index Enhanced A (019923) held 77,600 shares in the second quarter, accounting for 0.66% of the fund's net value, ranking as the eighth largest holding. The estimated floating loss today is approximately 242,900 yuan [2] - The Huatai-PineBridge CSI 2000 Index Enhanced A (019923) was established on January 12, 2024, with a latest scale of 98.4754 million yuan. Year-to-date returns are 47.18%, ranking 482 out of 4222 in its category; the one-year return is 107.84%, ranking 222 out of 3800; and since inception, the return is 71.8% [2]

Core Viewpoint - Xinhan New Materials Co., Ltd. has shown significant trading activity and financial performance, indicating potential growth and investor interest in the company [1][2]. Group 1: Trading Activity - On August 25, Xinhan New Materials' stock rose by 1.11%, with a trading volume of 939 million yuan [1]. - The company recorded a financing buy-in of 107 million yuan and a financing repayment of 106 million yuan on the same day, resulting in a net financing buy of 981,100 yuan [1]. - As of August 25, the total financing and securities lending balance for Xinhan New Materials was 363 million yuan, which represents 3.82% of its circulating market value [1]. Group 2: Financial Performance - For the first half of 2025, Xinhan New Materials achieved a revenue of 229 million yuan, reflecting a year-on-year growth of 9.66% [2]. - The net profit attributable to shareholders for the same period was 35.29 million yuan, marking a year-on-year increase of 20.40% [2]. - Since its A-share listing, the company has distributed a total of 136 million yuan in dividends, with 95.72 million yuan paid out over the last three years [2]. Group 3: Shareholder Information - As of August 20, the number of shareholders for Xinhan New Materials reached 42,200, an increase of 27.11% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 21.33% to 2,602 shares [2]. - Among the top ten circulating shareholders, Penghua Carbon Neutral Theme Mixed A (016530) is the sixth largest, holding 1.6321 million shares as a new shareholder [2].