分红方面，新宙邦A股上市后累计派现21.49亿元。近三年，累计派现11.21亿元。 机构持仓方面，截止2025年9月30日，新宙邦十大流通股东中，易方达创业板ETF（159915）位居第六 大流通股东，持股1021.58万股，相比上期减少172.10万股。鹏华中证细分化工产业主题ETF联接A （014942）位居第七大流通股东，持股789.69万股，为新进股东。南方中证500ETF（510500）位居第 八大流通股东，持股763.09万股，相比上期减少12.28万股。香港中央结算有限公司位居第九大流通股 东，持股758.78万股，为新进股东。东方新能源汽车主题混合（400015）退出十大流通股东之列。 责任编辑：小浪快报 资料显示，深圳新宙邦科技股份有限公司位于广东省深圳市坪山区昌业路新宙邦科技大厦，成立日期 2002年2月19日，上市日期2010年1月8日，公司主营业务涉及新型电子化学品及功能材料的研发、生 产、销售和服务。主营业务收入构成为：电池化学品66.43%，有机氟化学品17.03%，电子信息化学品 16.03%，其他(补充)0.50%。 新宙邦所属申万行业为：电力设备-电池-电池化学品。所属概念板 ...

Group 1 - The core point of the news is that Shenzhen Xinzhoubang Technology Co., Ltd. experienced a stock decline of 5.18%, with a current share price of 61.55 yuan and a total market capitalization of 46.026 billion yuan [1] - The company, established on February 19, 2002, and listed on January 8, 2010, specializes in the research, production, sales, and service of new electronic chemicals and functional materials [1] - The revenue composition of the company includes battery chemicals at 66.43%, organic fluorine chemicals at 17.03%, electronic information chemicals at 16.03%, and other supplementary products at 0.50% [1] Group 2 - From the perspective of fund holdings, Hongde Fund has one fund heavily invested in Xinzhoubang, specifically the Hongde CSI 500 Index Enhanced A (023821), which held 9,100 shares, accounting for 0.78% of the fund's net value [2] - The fund's estimated floating loss today is approximately 30,600 yuan [2] - The Hongde CSI 500 Index Enhanced A fund was established on April 17, 2025, with a latest scale of 33.8361 million yuan and a cumulative return of 26.08% since inception [2] Group 3 - The fund manager of Hongde CSI 500 Index Enhanced A is Su Changjing, who has a tenure of 9 years and 206 days, with the fund's total asset size at 1.053 billion yuan [3] - During his tenure, the best fund return was 107.49%, while the worst return was -33.53% [3] - The co-manager, Sun Zeyu, has a tenure of 1 year and 340 days, with a total asset size of 667 million yuan, achieving a best return of 70.1% and a worst return of 10.77% during his tenure [3]

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 易方达创业板ETF（159915）成立日期2011年9月20日，最新规模1102亿。今年以来收益47.2%，同类排 名602/4217；近一年收益34.96%，同类排名852/3957；成立以来收益254.26%。 易方达创业板ETF（159915）基金经理为成曦、刘树荣。 截至发稿，成曦累计任职时间9年197天，现任基金资产总规模2501.21亿元，任职期间最佳基金回报 131.04%， 任职期间最差基金回报-67.89%。 刘树荣累计任职时间8年125天，现任基金资产总规模1411.27亿元，任职期间最佳基金回报194.12%， 任职期间最差基金回报-48.01%。 11月17日，新宙邦涨5.02%，截至发稿，报64.43元/股，成交27.27亿元，换手率8.05%，总市值481.80亿 元。 资料显示，深圳新宙邦科技股份有限公司位于广东省深圳市坪山区昌业路新宙邦科技大厦，成立日期 2002年2月19 ...

Core Points - The stock of Shenzhen New Zobon Technology Co., Ltd. dropped by 5.1% on November 14, trading at 61.02 CNY per share with a transaction volume of 1.407 billion CNY and a turnover rate of 4.20%, resulting in a total market capitalization of 45.63 billion CNY [1] Company Overview - Shenzhen New Zobon Technology Co., Ltd. was established on February 19, 2002, and went public on January 8, 2010. The company specializes in the research, production, sales, and service of new electronic chemicals and functional materials [1] - The revenue composition of the company is as follows: battery chemicals account for 66.43%, organic fluorine chemicals 17.03%, electronic information chemicals 16.03%, and others 0.50% [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under Bosera Asset Management holds a significant position in New Zobon. The Bosera Hengyu Holding Period Mixed A Fund (009332) held 25,000 shares in the third quarter, representing 0.83% of the fund's net asset value, ranking as the ninth largest holding [2] - The Bosera Hengyu Holding Period Mixed A Fund was established on May 18, 2020, with a latest scale of 126 million CNY. Year-to-date returns are 3.41%, ranking 7370 out of 8140 in its category, while the one-year return is 3.08%, ranking 7194 out of 8056 [2] - The fund manager, Li Rui, has been in position for 3 years and 2 days, with total assets under management of 161 million CNY. The best fund return during his tenure is 7.79%, while the worst is -0.1% [2]

Group 1 - The core viewpoint of the news is that Shenzhen Xinzhoubang Technology Co., Ltd. has seen a stock price increase of 5.01%, reaching 56.38 CNY per share, with a trading volume of 936 million CNY and a turnover rate of 3.19%, resulting in a total market capitalization of 42.16 billion CNY [1] - Shenzhen Xinzhoubang, established on February 19, 2002, and listed on January 8, 2010, specializes in the research, production, sales, and service of new electronic chemicals and functional materials [1] - The company's main business revenue composition includes battery chemicals at 66.43%, organic fluorine chemicals at 17.03%, electronic information chemicals at 16.03%, and other supplementary products at 0.50% [1] Group 2 - From the perspective of fund holdings, Bosera Fund has one fund heavily invested in Xinzhoubang, specifically Bosera Hengyu Holding Period Mixed A (009332), which held 25,000 shares in the third quarter, accounting for 0.83% of the fund's net value, ranking as the ninth largest holding [2] - The latest scale of Bosera Hengyu Holding Period Mixed A is 126 million CNY, with a year-to-date return of 3.43%, ranking 7334 out of 8147 in its category, and a one-year return of 2.49%, ranking 7320 out of 8056 [2] - The fund manager, Li Rui, has been in position for 2 years and 364 days, with the total asset scale of 161 million CNY, achieving the best fund return of 7.79% and the worst return of -0.1% during his tenure [2]

Core Insights - The company, Xinzhou Bang, has indicated that its three main business segments are at different market stages, with product prices influenced by various factors including macroeconomic conditions, industry supply and demand, competitive landscape, raw material costs, and seasonal factors [1] Group 1: Business Segments - In the battery chemicals segment, the rising raw material prices are gradually impacting the pricing of electrolytes, with the fourth quarter being a transitional phase for prices [1] - New contracts will be priced based on the latest raw material prices, and the efficiency of price transmission is expected to improve [1] - The organic fluorine chemicals and electronic information chemicals segments have high technical barriers and differentiated advantages, leading to relatively stable prices [1] Group 2: Operational Status - The company's production and operational aspects are reported to be normal, with good production and sales conditions [1] - Investors are encouraged to monitor the company's periodic reports published on the Giant Tide Information Network for updates on operational status [1]

Core Viewpoint - The stock of Shenzhen Xinzhoubang Technology Co., Ltd. has experienced fluctuations, with a current price of 49.88 CNY per share, reflecting a year-to-date increase of 34.65% and a recent decline over the past 20 days [1][2]. Financial Performance - For the period from January to September 2025, Xinzhoubang reported a revenue of 6.616 billion CNY, marking a year-on-year growth of 16.75%, while the net profit attributable to shareholders was 748 million CNY, up by 6.64% [2]. - Cumulative cash dividends since the company's A-share listing amount to 2.149 billion CNY, with 1.121 billion CNY distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 45,600, a rise of 19.44%, while the average circulating shares per person decreased by 16.27% to 11,840 shares [2]. - The top ten circulating shareholders include notable ETFs, with E Fund's Growth Enterprise Board ETF holding 10.216 million shares, a decrease of 1.721 million shares from the previous period [3].

Investment Rating - The report maintains a "Buy" rating for the company, indicating a projected investment return exceeding the market benchmark by more than 15% over the next 6-12 months [5]. Core Insights - The company reported a revenue of 6.616 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 16.75%, and a net profit attributable to shareholders of 748 million yuan, up 6.64% year-on-year [1]. - The sales volume of battery chemicals significantly increased, with stable pricing contributing to improved operational efficiency through enhanced internal collaboration [1]. - The lithium hexafluorophosphate market has seen a price increase of 96.3% year-on-year, driven by rising demand from the new energy and energy storage sectors, alongside cautious supply-side capacity expansion [2]. - The company has completed the phased capacity construction of its core fluorinated liquid products, achieving a market-leading position in both domestic and South Korean markets [3]. - The company is expected to see continued profit growth, with projected net profits of 1.192 billion yuan, 1.566 billion yuan, and 1.913 billion yuan for 2025, 2026, and 2027, respectively [3]. Summary by Sections Financial Performance - For Q3 2025, the company achieved a revenue of 2.368 billion yuan, a year-on-year increase of 13.60% and a quarter-on-quarter increase of 5.45%. The net profit for the same period was 264 million yuan, down 7.51% year-on-year but up 4.03% quarter-on-quarter [1]. - The gross profit margin for the first three quarters of 2025 was 24.51%, a decrease of 2.58 percentage points year-on-year [1]. Market Position and Capacity - The company has a self-supply ratio of 50%-70% for lithium hexafluorophosphate, with a current capacity of 24,000 tons per year, expected to increase to 36,000 tons by the end of 2025 [2]. - The company has established a production capacity of 3,000 tons per year for hydrogen fluoride ether and 2,500 tons for perfluoropolyether, maintaining a strong market presence [3]. Profitability and Valuation - The company’s projected earnings per share (EPS) for 2025 is 1.59 yuan, with a price-to-earnings (P/E) ratio of 33 [4]. - The return on equity (ROE) is expected to be 11.20% in 2025, increasing to 14.39% by 2027 [12].

Core Viewpoint - The stock price of Shenzhen Xinzhoubang Technology Co., Ltd. has increased by 5.2% on October 28, reaching 49.80 CNY per share, with a total market capitalization of 37.24 billion CNY, indicating a positive market sentiment towards the company [1] Company Overview - Shenzhen Xinzhoubang Technology Co., Ltd. was established on February 19, 2002, and listed on January 8, 2010. The company specializes in the research, production, sales, and service of new electronic chemicals and functional materials [1] - The revenue composition of the company is as follows: battery chemicals 66.43%, organic fluorine chemicals 17.03%, electronic information chemicals 16.03%, and others 0.50% [1] Shareholder Information - E Fund's Chuangye ETF (159915) is among the top ten circulating shareholders of Xinzhoubang. In the second quarter, it reduced its holdings by 469,300 shares, maintaining 11,936,800 shares, which accounts for 2.21% of the circulating shares [2] - The estimated floating profit from the recent stock price increase is approximately 29.36 million CNY, with a floating profit of 21.13 million CNY during the three-day price increase [2] Fund Manager Performance - The fund managers of E Fund's Chuangye ETF are Cheng Xi and Liu Shurong. Cheng Xi has a tenure of 9 years and 177 days, with a total fund asset size of 249.36 billion CNY and a best return of 131.04% during his tenure [3] - Liu Shurong has a tenure of 8 years and 105 days, managing assets of 141.13 billion CNY, with a best return of 194.12% during his tenure [3]

Core Viewpoint - The article highlights the upcoming 2025 High-Performance Lithium Battery Annual Conference and the Golden Ball Awards, emphasizing the event's significance in recognizing innovation and excellence in the lithium battery industry [2][24]. Group 1: Event Details - The 2025 High-Performance Lithium Battery Annual Conference will take place from November 18-20, 2025, at the JW Marriott Hotel in Shenzhen [2]. - The event is organized by GGII and features various sponsors, including HaiMuxing Laser and Dazhu Lithium Battery [2]. - The Golden Ball Awards, often referred to as the "Oscar of the lithium battery industry," aims to recognize credible products and brands within the sector [2]. Group 2: Participating Companies - Over 160 companies are participating in the 2025 Golden Ball Awards evaluation, showcasing the industry's growth and competitiveness [2]. - Notable participants include Beijing Weilan New Energy, which focuses on solid-state lithium batteries and has achieved significant technological breakthroughs [3]. - Hangsheng Lithium Energy specializes in new energy battery materials and has a planned annual production capacity of 200,000 tons for electrolyte [6]. Group 3: Technological Innovations - Solid-state lithium batteries developed by Weilan New Energy demonstrate superior safety features, including extended time before thermal runaway occurs compared to liquid batteries [4]. - Changsheng Lithium Energy has developed high-energy density battery technologies and is advancing solid-state electrolyte products, expecting significant revenue growth by 2026 [6]. - Beijing Dingsheng Materials has made strides in solid-state lithium battery materials, achieving high capacity and long cycle life, with energy density exceeding 400 Wh/kg [9][10]. Group 4: Industry Trends - The lithium battery industry is experiencing rapid innovation, with companies like Yihong Intelligent Equipment focusing on automated production solutions to enhance efficiency and quality [14][21]. - The market is seeing a shift towards solid-state technologies, with multiple companies investing in research and development to meet the growing demand for safer and more efficient battery solutions [3][9][10].