11月14日，海螺新材跌5.05%，截至发稿，报7.33元/股，成交2.41亿元，换手率9.01%，总市值32.34亿 元。 资料显示，海螺(安徽)节能环保新材料股份有限公司位于安徽省芜湖市经济技术开发区港湾路38号，成 立日期1996年10月16日，上市日期1996年10月23日，公司主营业务涉及塑料型材、板材、门窗、五金制 品、钢龙骨制造、销售;建筑材料、装饰材料批发、零售。主营业务收入构成为：铝型材50.67%，塑料 型材及板材24.21%，环保新材料9.88%，门窗7.69%，其他行业及服务7.54%。 从海螺新材十大流通股东角度 数据显示，金元顺安基金旗下1只基金位居海螺新材十大流通股东。金元顺安元启灵活配置混合 （004685）三季度新进十大流通股东，持有股数239.39万股，占流通股的比例为0.66%。根据测算，今 日浮亏损失约93.36万元。 责任编辑：小浪快报 金元顺安元启灵活配置混合（004685）基金经理为缪玮彬。 截至发稿，缪玮彬累计任职时间8年336天，现任基金资产总规模14.32亿元，任职期间最佳基金回报 578.79%， 任职期间最差基金回报-28.79%。 风险提示：市场有风险 ...

Core Viewpoint - The stock price of Conch New Materials has shown a slight decline recently, with a year-to-date performance of 0.00% and a notable decrease in net profit for the first nine months of 2025 [1][2]. Group 1: Stock Performance - On October 29, Conch New Materials' stock fell by 2.07%, trading at 6.15 CNY per share, with a total market value of 2.713 billion CNY [1]. - The stock has not changed year-to-date, with a 5-day decline of 1.28%, a 20-day increase of 6.77%, and a 60-day decrease of 3.45% [1]. - The company has appeared on the stock market's "龙虎榜" once this year, with the last occurrence on January 3 [1]. Group 2: Financial Performance - For the period from January to September 2025, Conch New Materials reported a revenue of 3.655 billion CNY, reflecting a year-on-year decrease of 10.57% [2]. - The net profit attributable to the parent company was -38.348 million CNY, a decline of 45.19% compared to the previous year [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Conch New Materials was 26,400, a decrease of 13.10% from the previous period [2]. - The average number of circulating shares per shareholder increased by 15.08% to 13,652 shares [2]. - The company has cumulatively distributed 501 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3].

Core Viewpoint - The stock of Conch New Materials has shown a positive trend with a 4.72% increase year-to-date and a notable rise of 9.52% over the last five trading days, indicating potential investor interest and market confidence in the company [1]. Financial Performance - For the first half of 2025, Conch New Materials reported a revenue of 2.401 billion yuan, reflecting a year-on-year decrease of 9.70%. The net profit attributable to shareholders was -28.9982 million yuan, a significant decline of 140.75% compared to the previous period [2]. - The company has cumulatively distributed 501 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Stock Market Activity - As of October 24, the stock price of Conch New Materials reached 6.44 yuan per share, with a trading volume of 42.4792 million yuan and a turnover rate of 1.87%. The total market capitalization stands at 2.841 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" once this year, with the last occurrence on January 3 [1]. Shareholder Information - As of June 30, the number of shareholders for Conch New Materials was 30,300, a decrease of 6.77% from the previous period. The average number of circulating shares per person increased by 7.26% to 11,863 shares [2]. Business Overview - Conch New Materials, established on October 16, 1996, and listed on October 23, 1996, is located in Wuhu City, Anhui Province. The company specializes in the manufacturing and sales of plastic profiles, boards, doors and windows, hardware products, and steel keel [1]. - The main revenue sources for the company include aluminum profiles (50.67%), plastic profiles and boards (24.21%), environmental new materials (9.88%), doors and windows (7.69%), and other industries and services (7.54%) [1].

Group 1 - The project of Hangzhou Weizhuo Nano Technology Co., Ltd. is the first billion-level manufacturing project in Li Jia Town to achieve "land acquisition and immediate construction," completing the construction filing in just 16 working days [1] - Li Jia Town provided proactive support by guiding enterprises in preparing application materials, successfully including Zhejiang Anlian New Materials Co., Ltd.'s environmental new materials production project in the first batch of ultra-long-term special government bond list for 2025, securing 12.6 million yuan in central financial funds [1] - The project has become the only selected project for industrial key area upgrades and renovations in Jian De City, injecting strong momentum into enterprise development [1] Group 2 - Li Jia Town has implemented comprehensive safety measures for enterprises, including on-site inspections and "order-based" training to enhance safety awareness among employees [2] - The town has initiated credit repair services for logistics companies, successfully assisting 8 companies and restoring over 120 credit records by the end of July, thereby improving the regional credit environment [2] - The local government emphasizes the importance of a service mechanism that is responsive to enterprise needs, aiming to enhance the overall satisfaction and sense of gain for businesses [2]

Group 1 - The core viewpoint of the article emphasizes the collaboration between Nanjing University of Technology and Yancheng Environmental Technology City, marking a new phase of deep integration and precise alignment in industry-university-research cooperation [1][7] - The visit included discussions on the integration of industrial needs and research advantages, highlighting the alignment of Nanjing University’s strengths in environmental science and materials science with the development path of Yancheng Environmental Technology City [2][5] - The signing of a cooperation agreement between the party branches of both institutions aims to establish a solid organizational foundation for collaboration, focusing on entrepreneurship incubation, practical innovation bases, and joint technical research [3][4] Group 2 - The discussion during the meeting highlighted the need for stronger collaboration in areas where Yancheng Environmental Technology City has identified gaps, particularly in environmental new materials and membrane technology [5][6] - The local government expressed the potential of university-local government collaboration, suggesting the establishment of a new benchmark for industry-university-research integration and encouraging more talent from the university to settle in Yancheng [5][6] - The overall interaction is framed as a virtuous cycle of "party building promoting scientific innovation, and scientific innovation boosting industry," aiming to create a model for collaborative development and provide robust support for the high-quality development of the environmental industry in Yancheng [7]

Group 1 - The revenue composition of Conch New Materials for the year 2024 is as follows: 84.8% from building materials, 8.28% from environmental new materials, and 6.91% from other industries and services [1] Group 2 - On August 8, 2025, Conch New Materials announced the approval of a proposal to publicly sell part of its assets, including land, buildings, and supporting facilities located in Wuhu City, Anhui Province, with a starting price of 94.5 million yuan (including VAT) [2] - The asset valuation is based on an assessment conducted by Beijing Huaya Zhengxin Asset Appraisal Co., Ltd. as of April 30, 2025, and the final transaction price will be determined through public bidding [2]