今年以来东方材料已经12次登上龙虎榜，最近一次登上龙虎榜为10月16日，当日龙虎榜净买入-5159.82 万元；买入总计5859.09万元 ，占总成交额比11.77%；卖出总计1.10亿元 ，占总成交额比22.14%。 资料显示，新东方新材料股份有限公司位于浙江省台州市黄岩区劳动北路118号8楼，成立日期1994年12 月18日，上市日期2017年10月13日，公司主营业务涉及以环保型包装油墨、复合聚氨酯胶粘剂和PCB电 子油墨为核心的产品系列,并围绕其生产、销售和服务开展业务。主营业务收入构成为：包装油墨 60.60%，胶粘剂26.87%，算力服务7.54%，电子油墨3.98%，导电液0.72%，其他(补充)0.29%。 东方材料所属申万行业为：基础化工-化学制品-涂料油墨。所属概念板块包括：一体机概念、小盘、石 墨烯、DeepSeek概念、算力概念等。 12月29日，东方材料盘中上涨2.08%，截至10:16，报16.21元/股，成交4366.69万元，换手率1.36%，总 市值32.62亿元。 截至9月30日，东方材料股东户数2.86万，较上期减少22.24%；人均流通股7044股，较上期增加 28.6 ...

Core Viewpoint - Dongfang Materials is a leading domestic supplier of inks and adhesives, focusing on environmentally friendly packaging inks, composite polyurethane adhesives, and PCB electronic inks, with a full industry chain advantage [1] Group 1: Business Overview - Dongfang Materials was established on December 18, 1994, and listed on the Shanghai Stock Exchange on October 13, 2017, with its registered office in Hefei, Anhui, and operational office in Taizhou, Zhejiang [1] - The company's main business revolves around environmentally friendly packaging inks, composite polyurethane adhesives, and PCB electronic inks, encompassing production, sales, and services [1] - The company belongs to the Shenwan industry classification of basic chemicals - chemical products - coatings and inks, and is associated with concepts such as QFII holdings, repurchase increases, graphene nuclear fusion, superconducting concepts, and nuclear power [1] Group 2: Financial Performance - In Q3 2025, Dongfang Materials reported revenue of 279 million yuan, ranking 16th in the industry, significantly lower than the industry leader Baihehua's 1.638 billion yuan and second-place Baolijia's 1.382 billion yuan, as well as below the industry average of 769 million yuan and median of 559 million yuan [2] - The net profit for the same period was 3.1925 million yuan, ranking 14th in the industry, with a substantial gap compared to the first-place Meijiaxincai's 165 million yuan and second-place Baihehua's 157 million yuan, and also below the industry average of 44.3988 million yuan and median of 35.9466 million yuan [2] Group 3: Financial Ratios - As of Q3 2025, Dongfang Materials had a debt-to-asset ratio of 12.73%, down from 16.25% in the previous year and significantly lower than the industry average of 36.42% [3] - The company's gross profit margin for Q3 2025 was 28.88%, slightly up from 28.34% in the previous year and higher than the industry average of 23.67% [3] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders of Dongfang Materials decreased by 22.24% to 28,600, while the average number of circulating A-shares held per household increased by 28.61% to 7,044.52 [5] - The fund Zhongyou Core Advantage Flexible Allocation Mixed A (590003) exited the top ten circulating shareholders list by the same date [5] Group 5: Executive Compensation - The chairman and general manager, Zhuang Shengxin, received a salary of 1.1517 million yuan in 2024, a decrease of 29,500 yuan from 2023 [4]

Group 1 - The core stock price of Dongfang Materials increased by 5.47%, reaching 18.52 CNY per share, with a trading volume of 1.07 billion CNY and a turnover rate of 2.92%, resulting in a total market capitalization of 3.727 billion CNY [1] - Dongfang Materials specializes in environmentally friendly packaging inks, composite polyurethane adhesives, and PCB electronic inks, with the main business revenue composition being: packaging inks 60.60%, adhesives 26.87%, computing services 7.54%, electronic inks 3.98%, conductive liquids 0.72%, and others 0.29% [1] Group 2 - Among the top circulating shareholders of Dongfang Materials, Zhongyou Fund's Core Advantage Flexible Allocation Mixed A (590003) held 1.335 million shares, unchanged from the previous period, accounting for 0.66% of circulating shares, with an estimated floating profit of approximately 1.2816 million CNY [2] - The Core Advantage Flexible Allocation Mixed A fund has a total scale of 1.084 billion CNY, with a year-to-date return of 37.55%, ranking 1867 out of 8160 in its category, and a one-year return of 26.28%, ranking 3067 out of 8026 [2] Group 3 - The fund managers of Core Advantage Flexible Allocation Mixed A are Jiang Liwei and Zhang Yiyan, with Jiang having a tenure of 4 years and 233 days and a total fund size of 2.035 billion CNY, achieving a best return of 36.28% and a worst return of 8.56% during his tenure [3] - Zhang has a tenure of 1 year and 292 days with a fund size of 1.206 billion CNY, achieving a best return of 40.45% and a worst return of 21.84% during his tenure [3]