华海诚科所属申万行业为：电子-半导体-半导体材料。所属概念板块包括：先进封装、半导体、HBM概 念、光伏玻璃、新材料等。 截至6月30日，华海诚科股东户数9805.00，较上期增加5.55%；人均流通股5349股，较上期减少3.40%。 2025年1月-6月，华海诚科实现营业收入1.79亿元，同比增长15.30%；归母净利润1377.45万元，同比减 少44.67%。 分红方面，华海诚科A股上市后累计派现6448.11万元。 机构持仓方面，截止2025年6月30日，华海诚科十大流通股东中，德邦半导体产业混合发起式A （014319）退出十大流通股东之列。 10月28日，华海诚科盘中下跌2.06%，截至10:51，报110.72元/股，成交2.11亿元，换手率3.59%，总市 值89.35亿元。 资金流向方面，主力资金净流出2346.81万元，特大单买入1645.38万元，占比7.81%，卖出2764.54万 元，占比13.13%；大单买入5216.33万元，占比24.77%，卖出6443.98万元，占比30.60%。 华海诚科今年以来股价涨49.32%，近5个交易日涨5.69%，近20日涨3.81%，近60日 ...

Group 1 - The core point of the news is the performance and market position of Huahai Chengke, which saw a stock price increase of 5.03% to 105.60 CNY per share, with a total market capitalization of 8.522 billion CNY [1] - Huahai Chengke specializes in the research, production, and sales of electronic packaging materials for semiconductor devices, special devices, integrated circuits, and rare earth permanent magnet motors, with epoxy encapsulation materials accounting for 92.80% of its main business revenue [1] - The company was established on December 17, 2010, and went public on April 4, 2023, indicating a relatively recent entry into the public market [1] Group 2 - According to data, the Noan Fund has a significant holding in Huahai Chengke, with its Noan Research Optimal Mixed A Fund holding 35,300 shares, representing 4.09% of the fund's net value, making it the ninth largest holding [2] - The Noan Research Optimal Mixed A Fund has shown impressive performance, with a year-to-date return of 74.66% and a one-year return of 62.57%, ranking 177 out of 8,154 and 316 out of 8,025 respectively in its category [2] - The fund manager, Deng Xinyi, has been in charge for 3 years and 112 days, with the fund's total asset size at 2.009 billion CNY, achieving a best return of 49.53% during her tenure [3]

Core Insights - The stock price of Huahai Chengke has increased by 52.22% year-to-date, but has seen a decline of 7.09% in the last five trading days [2] - The company reported a revenue of 179 million yuan for the first half of 2025, reflecting a year-on-year growth of 15.30%, while the net profit attributable to shareholders decreased by 44.67% to 13.77 million yuan [2] Company Overview - Huahai Chengke, established on December 17, 2010, is located in Lianyungang, Jiangsu Province, and was listed on April 4, 2023 [2] - The company's main business involves the research, production, and sales of electronic packaging materials for semiconductor devices, special devices, integrated circuits, and rare earth permanent magnet motors [2] - The revenue composition includes 92.80% from epoxy encapsulation materials, 6.23% from adhesives, and 0.98% from other products [2] Market Performance - As of October 16, the stock price reached 112.87 yuan per share, with a market capitalization of 9.108 billion yuan [1] - The trading volume was 63.12 million yuan, with a turnover rate of 1.09% [1] - The net outflow of main funds was 1.1309 million yuan, with significant buying and selling activity from large orders [1] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 5.55% to 9,805, while the average circulating shares per person decreased by 3.40% to 5,349 shares [2] - The company has distributed a total of 64.4811 million yuan in dividends since its A-share listing [3]

10月13日，华海诚科跌5.56%，截至发稿，报119.00元/股，成交8772.72万元，换手率1.39%，总市值 96.03亿元。 资料显示，江苏华海诚科新材料股份有限公司位于江苏省连云港市经济技术开发区东方大道66号，成立 日期2010年12月17日，上市日期2023年4月4日，公司主营业务涉及研发生产销售用于半导体器件、特种 器件、集成电路及稀土永磁无铁芯电机、LED支架等电子封装材料产品。主营业务收入构成为：环氧塑 封材料92.80%，胶黏剂6.23%，其他0.98%。 谭智汨累计任职时间187天，现任基金资产总规模1.42亿元，任职期间最佳基金回报44.55%， 任职期间 最差基金回报1.01%。 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 数据显示，金信基金旗下1只基金重仓华海诚科。金信民长混合A（005412）二季度持有股数2.93万股， 占基金净值比例为3.45%，位居第十大重仓股。根据测算，今日浮亏损失约20.5万元。 金信民长 ...

Group 1 - The core viewpoint is that Huahai Chengke's stock has seen a significant increase, with a 10.74% rise over three consecutive days, reaching a price of 127.63 CNY per share and a market capitalization of 10.299 billion CNY [1] - Huahai Chengke specializes in the research, production, and sales of electronic packaging materials, with its main revenue sources being epoxy encapsulation materials (92.80%), adhesives (6.23%), and others (0.98%) [1] - The company was established on December 17, 2010, and went public on April 4, 2023, located in Lianyungang City, Jiangsu Province [1] Group 2 - Noan Fund has a significant holding in Huahai Chengke, with its Noan Research Optimal Mixed A Fund (008185) holding 35,300 shares, accounting for 4.09% of the fund's net value, making it the ninth-largest holding [2] - The fund has generated a floating profit of approximately 216,800 CNY today and 415,300 CNY during the three-day increase [2] - The Noan Research Optimal Mixed A Fund was established on May 9, 2020, with a current scale of 71.2857 million CNY and has achieved an 88.14% return this year, ranking 158 out of 8166 in its category [2]

Company Overview - Huahai Chengke New Materials Co., Ltd. is located in Lianyungang, Jiangsu Province, and was established on December 17, 2010. The company went public on April 4, 2023. Its main business involves the research, production, and sales of electronic packaging materials for semiconductor devices, special devices, integrated circuits, rare earth permanent magnet motors, and LED brackets [1]. Financial Performance - As of September 26, Huahai Chengke's stock price dropped by 5.02%, trading at 111.37 CNY per share, with a transaction volume of 411 million CNY and a turnover rate of 6.82%. The total market capitalization is 8.987 billion CNY [1]. Revenue Composition - The revenue composition of Huahai Chengke is as follows: epoxy encapsulation materials account for 92.80%, adhesives for 6.23%, and other products for 0.98% [1]. Fund Holdings - Huayuan Yuanda Fund has a significant holding in Huahai Chengke, with its fund "Huayuan Yuanda Anxin Flexible Allocation Mixed A" (000273) holding 3,154 shares, representing 4.19% of the fund's net value, making it the fourth-largest holding [2]. Fund Performance - The "Huayuan Yuanda Anxin Flexible Allocation Mixed A" fund has a total scale of 6.3752 million CNY and has achieved a year-to-date return of 17.1%, ranking 4,973 out of 8,171 in its category. Over the past year, it has returned 30.71%, ranking 4,715 out of 8,004, and since inception, it has returned 186.41% [2]. Fund Management - The fund is managed by Li Wuqin and Hong Xiao. Li Wuqin has a tenure of 9 years and 162 days, with a total fund asset size of 17.6 million CNY, achieving a best return of 101.67% and a worst return of -33.82% during his tenure. Hong Xiao has been managing for 99 days, with a fund size of 647.77 thousand CNY, achieving a best return of 13.19% and a worst return of 13.01% [3].

Core Viewpoint - Huahai Chengke's stock price has seen a significant increase, reflecting strong market interest and potential growth in the semiconductor and electronic packaging materials sector [1][2]. Group 1: Company Overview - Huahai Chengke New Materials Co., Ltd. is located in Lianyungang, Jiangsu Province, and was established on December 17, 2010. The company went public on April 4, 2023 [1]. - The main business involves the research, production, and sales of electronic packaging materials for semiconductor devices, special devices, integrated circuits, rare earth permanent magnet motors, and LED brackets. The revenue composition is as follows: epoxy encapsulation materials 92.80%, adhesives 6.23%, and others 0.98% [1]. Group 2: Stock Performance - As of September 24, Huahai Chengke's stock price rose by 5.09% to 115.00 CNY per share, with a trading volume of 397 million CNY and a turnover rate of 6.79%. The total market capitalization is 9.28 billion CNY. The stock has increased for six consecutive days, with a cumulative increase of 15.65% during this period [1]. Group 3: Fund Holdings - Jin Xin Fund has a significant holding in Huahai Chengke, with its Jin Xin Minchang Mixed A Fund (005412) holding 29,300 shares, accounting for 3.45% of the fund's net value, ranking as the tenth largest holding. The estimated floating profit today is approximately 163,100 CNY, with a total floating profit of 433,700 CNY during the six-day increase [2]. - Jin Xin Minchang Mixed A Fund was established on May 21, 2020, with a current scale of 36.47 million CNY. Year-to-date returns are 35.06%, ranking 2323 out of 8173 in its category, while the one-year return is 32.01%, ranking 4859 out of 7996. Since inception, the fund has achieved a return of 67.97% [2].

9月18日，华海诚科涨5.77%，截至发稿，报100.60元/股，成交2.56亿元，换手率4.97%，总市值81.18亿 元。 资料显示，江苏华海诚科新材料股份有限公司位于江苏省连云港市经济技术开发区东方大道66号，成立 日期2010年12月17日，上市日期2023年4月4日，公司主营业务涉及研发生产销售用于半导体器件、特种 器件、集成电路及稀土永磁无铁芯电机、LED支架等电子封装材料产品。主营业务收入构成为：环氧塑 封材料92.80%，胶黏剂6.23%，其他0.98%。 从基金十大重仓股角度 数据显示，金信基金旗下1只基金重仓华海诚科。金信民长混合A（005412）二季度持有股数2.93万股， 占基金净值比例为3.45%，位居第十大重仓股。根据测算，今日浮盈赚取约16.08万元。 金信民长混合A（005412）成立日期2020年5月21日，最新规模3647.16万。今年以来收益32.98%，同类 排名2552/8172；近一年收益29.05%，同类排名5391/7980；成立以来收益65.39%。 金信民长混合A（005412）基金经理为刘尚、谭智汨。 截至发稿，刘尚累计任职时间27天，现任基金资产总规模1 ...

Group 1 - The core point of the news is the performance and market position of Huahai Chengke, which saw a stock price increase of 5.24% to 98.90 CNY per share, with a trading volume of 321 million CNY and a turnover rate of 6.45%, resulting in a total market capitalization of 7.981 billion CNY [1] - Huahai Chengke, established on December 17, 2010, and listed on April 4, 2023, specializes in the research, production, and sales of electronic packaging materials for semiconductor devices, special devices, integrated circuits, rare earth permanent magnet motors, and LED brackets [1] - The company's main business revenue composition includes epoxy encapsulation materials at 92.80%, adhesives at 6.23%, and other products at 0.98% [1] Group 2 - From the perspective of fund holdings, one fund under Nuoan Fund has a significant position in Huahai Chengke, with the Nuoan Research Optimal Mixed A Fund (008185) holding 35,300 shares, accounting for 4.09% of the fund's net value, ranking as the ninth largest holding [2] - The Nuoan Research Optimal Mixed A Fund, established on May 9, 2020, has a latest scale of 71.2857 million CNY, with a year-to-date return of 40.7%, ranking 1396 out of 8174 in its category, and a one-year return of 43.11%, ranking 3712 out of 7981 [2]

金信民长混合A（005412）基金经理为刘尚、谭智汨。 截至发稿，刘尚累计任职时间21天，现任基金资产总规模1.13亿元，任职期间最佳基金回报-3.12%， 任 职期间最差基金回报-3.95%。 谭智汨累计任职时间156天，现任基金资产总规模1.42亿元，任职期间最佳基金回报47.62%， 任职期间 最差基金回报8.39%。 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。 9月12日，华海诚科涨5.24%，截至发稿，报98.90元/股，成交3.21亿元，换手率6.45%，总市值79.81亿 元。 资料显示，江苏华海诚科新材料股份有限公司位于江苏省连云港市经济技术开发区东方大道66号，成立 日期2010年12月17日，上市日期2023年4月4日，公司主营业务涉及研发生产销售用于半导体器件、特种 器件、集成电路及稀土永磁无铁芯电机、LED支架等电子封装材料产品。主营业务收入构成为：环氧塑 封材料92.80%，胶黏剂6.23%，其他0.98%。 从基金十大重仓股角度 数据显示， ...