11月21日，惠柏新材跌5.02%，截至发稿，报32.17元/股，成交1.37亿元，换手率8.56%，总市值29.68亿 元。 富荣福康混合A（005104）成立日期2018年2月11日，最新规模543.7万。今年以来收益52.32%，同类排 名629/8136；近一年收益46.31%，同类排名757/8056；成立以来收益26%。 富荣福康混合A（005104）基金经理为姜帆。 截至发稿，姜帆累计任职时间1年154天，现任基金资产总规模1835.24万元，任职期间最佳基金回报 56.08%， 任职期间最差基金回报8.86%。 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 资料显示，惠柏新材料科技(上海)股份有限公司位于上海市嘉定区江桥镇博园路558号第2幢，成立日期 2010年12月15日，上市日期2023年10月31日，公司主营业务涉及特种配方改性环氧树脂系列产品的研 发、生产和销售,主要包括风电叶片用环氧树脂、新型复合材料用环氧树脂、电子电气绝 ...

Company Overview - Huibo New Materials was established on December 15, 2010, and was listed on the Shenzhen Stock Exchange on October 31, 2023, with its registered and office address in Shanghai [1] - The company is a significant player in the domestic specialty formulated modified epoxy resin sector, with technological advantages in its products [1] - Main business includes R&D, production, and sales of specialty formulated modified epoxy resin products, covering applications such as wind turbine blades, new composite materials, and electronic insulation packaging [1] Financial Performance - For Q3 2025, Huibo New Materials reported revenue of 1.641 billion yuan, ranking 7th in the industry out of 14, below the industry average of 1.76 billion yuan but above the median of 1.46 billion yuan [2] - The company's net profit for the same period was 60.34 million yuan, ranking 9th in the industry, below the industry average of 156 million yuan and the median of 67.28 million yuan [2] Financial Ratios - As of Q3 2025, Huibo New Materials had a debt-to-asset ratio of 59.80%, up from 50.47% in the previous year, which is higher than the industry average of 33.32% [3] - The gross profit margin for Q3 2025 was 11.90%, an increase from 9.68% year-on-year, but still below the industry average of 20.81% [3] Executive Compensation - The chairman, Yang Yujing, received a salary of 946,900 yuan in 2024, an increase of 43,800 yuan from 2023 [4] - The general manager, Kang Yaolun, received a salary of 1.6795 million yuan in 2024, a decrease of 322,700 yuan from 2023 [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 5.42% to 10,200 [5] - The average number of circulating A-shares held per shareholder increased by 5.73% to 4,737.14 [5]

Group 1 - The core viewpoint of the news is that Huibo New Materials experienced a decline in stock price and significant trading activity, indicating high financing levels and potential investor interest [1][2]. - On October 30, Huibo New Materials' stock fell by 1.96%, with a trading volume of 178 million yuan. The financing buy-in amount was 19.298 million yuan, while the financing repayment was 18.117 million yuan, resulting in a net financing buy-in of 1.1815 million yuan [1]. - As of October 30, the total financing and securities lending balance for Huibo New Materials was 80.9396 million yuan, accounting for 5.13% of its circulating market value, which is above the 80th percentile level over the past year [1]. Group 2 - Huibo New Materials Technology (Shanghai) Co., Ltd. was established on December 15, 2010, and is set to be listed on October 31, 2023. The company specializes in the research, production, and sales of specialty modified epoxy resin products [2]. - The main business revenue composition includes 81.88% from epoxy resin for wind turbine blades, 13.74% from new composite materials, and 4.11% from electronic and electrical insulation packaging [2]. - For the period from January to September 2025, Huibo New Materials achieved an operating income of 1.641 billion yuan, representing a year-on-year growth of 76.34%, and a net profit attributable to the parent company of 60.3354 million yuan, reflecting a year-on-year increase of 1222.38% [2]. Group 3 - After its A-share listing, Huibo New Materials has distributed a total of 20.2987 million yuan in dividends [3].

Group 1 - The core viewpoint of the news is that Huibo New Materials has seen a significant increase in stock price, with a 5.07% rise on October 23, reaching 32.56 yuan per share, and a total market capitalization of 3.004 billion yuan [1] - Huibo New Materials specializes in the research, production, and sales of specialty modified epoxy resin products, with a primary revenue composition of 81.88% from wind turbine blade epoxy resin series [1] - The company has experienced a cumulative stock price increase of 4.59% over the past three days, indicating positive market sentiment [1] Group 2 - The Fuyong Fund holds Huibo New Materials as one of its top ten heavy positions, with the Fuyong Fukan Mixed A Fund (005104) owning 4,700 shares, representing 2.19% of the fund's net value [2] - The Fuyong Fukan Mixed A Fund has achieved a year-to-date return of 48.6%, ranking 915 out of 8,159 in its category [2] - The fund manager, Jiang Fan, has a tenure of 1 year and 125 days, with the best fund return during this period being 46.41% [3]

Core Insights - Hebei New Materials Technology Co., Ltd. is set to be listed on October 31, 2023, specializing in the research, production, and sales of specialty modified epoxy resin products, with a significant focus on wind power blade epoxy resin [2] Group 1: Financial Performance - For the period from January to June 2025, Hebei New Materials achieved operating revenue of 1.015 billion yuan, representing a year-on-year growth of 98.18% [2] - The net profit attributable to the parent company for the same period was 33.2047 million yuan, showing a remarkable year-on-year increase of 844.33% [2] Group 2: Shareholder Information - As of June 30, the number of shareholders for Hebei New Materials reached 10,800, an increase of 11.99% compared to the previous period [2] - The average circulating shares per person decreased by 10.69% to 4,480 shares [2] Group 3: Market Activity - On September 30, Hebei New Materials saw a trading volume of 58.7788 million yuan, with a financing buy amount of 4.5623 million yuan and a financing repayment of 8.9239 million yuan, resulting in a net financing outflow of 4.3616 million yuan [1] - The total balance of margin trading for Hebei New Materials as of September 30 was 73.2597 million yuan, accounting for 4.96% of its circulating market value, which is above the 70th percentile of the past year [1] Group 4: Dividend Information - Since its A-share listing, Hebei New Materials has distributed a total of 20.2987 million yuan in dividends [3]

Group 1 - The company specializes in the research, production, and sales of specialty formulated modified epoxy resin series products [1] - Main product applications include epoxy resins for wind turbine blades, new composite materials, and electronic electrical insulation packaging [1] - The company has not established a partnership with Yushu Technology [1]

Core Insights - The company, Huibo New Materials, specializes in the research, production, and sales of specialty formula modified epoxy resin products [2] - The main product lines include epoxy resins for wind turbine blades, new composite materials, and electronic insulation packaging [2] Product Applications - The company's products are widely applicable in various fields such as wind energy, sports equipment (e.g., bicycle frames, golf clubs), fishing rods, rail transportation, automotive lightweighting, hydrogen storage bottles, carbon plates, sports shoe materials, robotic arms, drones, LED packaging, and electronic components [2]

Group 1 - The company did not distribute cash dividends, issue bonus shares, or increase capital from reserves during the reporting period [2] - The company’s main business includes the research, production, and sales of specialty modified epoxy resin products, which are widely used in various industries such as wind power, sports equipment, and electronics [3][4] - The company achieved a main business revenue of 1,012.44 million yuan, representing a year-on-year increase of 98.42%, and a net profit attributable to shareholders of 33.20 million yuan, reflecting a year-on-year growth of 844.33% [4] Group 2 - Revenue from epoxy resin for wind turbine blades reached 831.22 million yuan, an increase of 124.81% year-on-year, while revenue from new composite material epoxy resin was 139.50 million yuan, growing by 41.89% year-on-year [4]

Group 1: Research Basic Information - Research object: Huibo New Materials [17] - Industry: Not specified - Reception time: May 15, 2025 [17] - Company reception staff: Director and General Manager Kang Yaolun, Director, Deputy General Manager and Board Secretary Shen Fei, Independent Director Shen Jinxia, Financial Controller Xu Hui, and Sponsor Representative Zhang Yu [17] Group 2: Detailed Research Institutions - Institutions: Investors participating in the company's 2024 online performance briefing [20] Group 3: Main Content Company's Financial Performance - In Q1 2025, the company achieved an operating income of 493 million yuan, a year - on - year increase of 148.09%, and a net profit attributable to the parent of 8.8192 million yuan, a year - on - year increase of 283.16% [24][34] - In 2024, the company's operating income was 1.4200436 billion yuan, a year - on - year increase of 3.04%. Among them, the operating income of epoxy resin for wind turbine blades was 1.0958113 billion yuan, a year - on - year decrease of 2.39%; the operating income of epoxy resin for new composite materials was 234.3679 million yuan, a year - on - year increase of 32.84%; the operating income of epoxy resin for electronic and electrical insulation encapsulation was 86.4191 million yuan, a year - on - year increase of 13.96%. The sales volume of all three major product categories increased [30] Company's Market Position - The company has a certain brand reputation in the special formula modified epoxy resin industry, especially in the wind turbine blade field, and has long provided products for many large wind power manufacturers [28] Product Application - The company's new composite material epoxy resin products can be applied to various sports equipment, robot arms, drones, automotive lightweight materials and other fields. The company is actively developing new products, new customers and new markets, and expanding new application scenarios and fields for new composite material products [29] Project and Capacity - The company's Zhuhai project was capped in September 2024. After completion, it is expected to form an annual production capacity of 82,000 tons of new electronic special materials, and the annual output after the first - phase production is 60,200 tons. The project also layouts new products such as high - end LED packaging materials, electronic - grade resin products, and functional high - purity solid epoxy resin [31] Technology and Patents - As of the end of 2024, the company had 90 patent certificates, including 26 invention patents and 64 utility model patents [39][40] Industry Outlook - Driven by the "carbon neutrality" goal and the global trend of far - reaching sea wind power development, the long - term development trend of the wind power industry is positive, and there is still broad market space in the future [26][37] Company's Response to Industry Changes - The company is actively developing new products, new customers and new markets, expanding new application scenarios and fields for new composite material products, continuously improving the performance of epoxy resin products for electronic and electrical insulation encapsulation, researching and developing other product series formulas, and actively deploying and developing overseas markets [37] Market Value Management - The company attaches great importance to market value management. In the future, it will continue to focus on its main business, improve its operating level and profitability, do a good job in investor relations management, enhance the quality and transparency of information disclosure, and continuously improve enterprise value and shareholder returns [38]

Financial Performance - In Q1 2025, the company achieved a revenue of 493 million CNY, representing a year-on-year increase of 148.09% [9] - The net profit attributable to shareholders for Q1 2025 was 8.82 million CNY, showing a significant growth of 283.16% compared to the previous year [9] - For the full year 2024, the company reported a total revenue of 1.42 billion CNY, with a year-on-year growth of 3.04% [6] Product Performance - Revenue from wind turbine blade epoxy resin in 2024 was 1.10 billion CNY, a decrease of 2.39% year-on-year [6] - Revenue from new composite material epoxy resin reached 234 million CNY, increasing by 32.84% year-on-year [6] - Revenue from electronic insulation packaging epoxy resin was 86.42 million CNY, with a year-on-year increase of 13.96% [6] Market Position and Strategy - The company has established a strong brand presence in the specialty modified epoxy resin industry, particularly in the wind turbine blade sector [4] - The company is actively developing new products and exploring new markets to expand the application of composite materials [5] - The Zhuhai factory project is expected to achieve an annual production capacity of 82,000 tons of new electronic materials, with an initial output of 60,200 tons [8] Industry Outlook - The wind power industry is expected to continue its growth trajectory driven by carbon neutrality goals, with significant global installation capacity anticipated [3] - The company is focusing on the development of high-end LED packaging materials and functional high-purity solid epoxy resins to enhance its product portfolio [7] Challenges and Responses - The company acknowledges that stock price fluctuations are influenced by various factors, including macroeconomic conditions and industry policies [8] - The company is committed to improving operational management and enhancing investor relations to address market volatility [12] Innovation and Technology - As of the end of 2024, the company holds 90 patent certificates, including 26 invention patents and 64 utility model patents [12]