9月26日，飞荣达跌5%，截至发稿，报32.48元/股，成交9.82亿元，换手率7.46%，总市值188.99亿元。 从基金十大重仓股角度 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。 数据显示，财通证券资管旗下1只基金重仓飞荣达。财通资管中证1000指数增强A（019402）二季度持 有股数1.73万股，占基金净值比例为3.3%，位居第一大重仓股。根据测算，今日浮亏损失约2.96万元。 责任编辑：小浪快报 财通资管中证1000指数增强A（019402）基金经理为辛晨晨。 截至发稿，辛晨晨累计任职时间5年19天，现任基金资产总规模1110.61万元，任职期间最佳基金回报 35.06%， 任职期间最差基金回报-34.95%。 资料显示，深圳市飞荣达科技股份有限公司位于广东省深圳市光明区玉塘街道田寮社区根玉路1215号飞 荣达新材料产业园(一照多址企业)，成立日期1993年11月10日，上市日期2017年1月26日，公司主营业 务涉及从事电磁屏蔽材料及器件、导热材料及器件的 ...

9月26日，飞荣达跌5%，截至发稿，报32.48元/股，成交9.82亿元，换手率7.46%，总市值188.99亿元。 资料显示，深圳市飞荣达科技股份有限公司位于广东省深圳市光明区玉塘街道田寮社区根玉路1215号飞 荣达新材料产业园(一照多址企业)，成立日期1993年11月10日，上市日期2017年1月26日，公司主营业 务涉及从事电磁屏蔽材料及器件、导热材料及器件的研发、设计、生产与销售。主营业务收入构成为： 热管理材料及器件39.94%，电磁屏蔽材料及器件28.83%，轻量化等功能器件27.97%，其他(补 充)3.26%。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，信达澳亚基金旗下1只基金重仓飞荣达。信澳转型创新股票A（001105）二季度持有股数 51.66万股，占基金净值比例为4.52%，位居第七大重仓股。根据测算，今日浮亏损失约88.34万元。 信澳转型创新股票A（001105）成立日期2015年4月15日，最新规模1.69亿。今年以来收益60.96%，同 类排名289/4220；近一年收益133.54%，同类排名100/3824；成立以来收益47.6%。 信澳转型创新股票A（001105 ...

分红方面，飞荣达A股上市后累计派现1.43亿元。近三年，累计派现4111.58万元。 机构持仓方面，截止2025年6月30日，飞荣达十大流通股东中，香港中央结算有限公司位居第四大流通 股东，持股1172.08万股，相比上期增加884.99万股。南方中证1000ETF（512100）位居第七大流通股 东，持股268.02万股，相比上期增加50.35万股。 责任编辑：小浪快报 资料显示，深圳市飞荣达科技股份有限公司位于广东省深圳市光明区玉塘街道田寮社区根玉路1215号飞 荣达新材料产业园(一照多址企业)，成立日期1993年11月10日，上市日期2017年1月26日，公司主营业 务涉及从事电磁屏蔽材料及器件、导热材料及器件的研发、设计、生产与销售。主营业务收入构成为： 热管理材料及器件39.94%，电磁屏蔽材料及器件28.83%，轻量化等功能器件27.97%，其他(补 充)3.26%。 飞荣达所属申万行业为：电子-消费电子-消费电子零部件及组装。所属概念板块包括：吸波材料、长安 汽车概念、无人机、5.5G概念、汽车热管理等。 截至9月10日，飞荣达股东户数4.44万，较上期减少8.43%；人均流通股8896股，较上 ...

飞荣达所属申万行业为：电子-消费电子-消费电子零部件及组装。所属概念板块包括：吸波材料、长安 汽车概念、无人机、5.5G概念、脸书概念等。 9月25日，飞荣达盘中上涨2.03%，截至10:04，报34.69元/股，成交3.47亿元，换手率2.57%，总市值 201.85亿元。 截至9月10日，飞荣达股东户数4.44万，较上期减少8.43%；人均流通股8896股，较上期增加9.21%。 2025年1月-6月，飞荣达实现营业收入28.83亿元，同比增长32.92%；归母净利润1.66亿元，同比增长 193.70%。 资金流向方面，主力资金净流入1086.68万元，特大单买入1106.23万元，占比3.19%，卖出1135.06万 元，占比3.27%；大单买入7526.88万元，占比21.68%，卖出6411.37万元，占比18.47%。 分红方面，飞荣达A股上市后累计派现1.43亿元。近三年，累计派现4111.58万元。 飞荣达今年以来股价涨80.85%，近5个交易日跌2.80%，近20日涨5.28%，近60日涨64.02%。 机构持仓方面，截止2025年6月30日，飞荣达十大流通股东中，香港中央结算有限公司位居 ...

Core Viewpoint - Feirongda (300602.SZ) is currently a raw material supplier for Apple, providing various thermal management products and materials to leading terminal manufacturers [1] Group 1 - The company maintains close cooperation with major terminal manufacturers [1] - Products offered include thermal modules, fans, heat pipes, VC, graphite sheets, graphene thermal materials, and electromagnetic shielding materials [1]

Core Viewpoint - The stock of Feirongda has shown significant performance with a year-to-date increase of 51.50%, reflecting strong market interest and financial growth [1][2]. Financial Performance - For the first half of 2025, Feirongda achieved a revenue of 2.883 billion yuan, representing a year-on-year growth of 32.92% [2]. - The net profit attributable to shareholders for the same period was 166 million yuan, marking a substantial increase of 193.70% year-on-year [2]. Stock Market Activity - On September 11, Feirongda's stock price rose by 2.11%, reaching 29.06 yuan per share, with a trading volume of 171 million yuan and a turnover rate of 1.52% [1]. - The company’s total market capitalization is approximately 16.909 billion yuan [1]. - The stock has experienced a net inflow of 1.1725 million yuan from major funds, indicating positive investor sentiment [1]. Shareholder Information - As of August 29, the number of shareholders for Feirongda was 48,500, a decrease of 4.83% from the previous period [2]. - The average number of circulating shares per shareholder increased by 5.07% to 8,146 shares [2]. Dividend Distribution - Since its A-share listing, Feirongda has distributed a total of 143 million yuan in dividends, with 41.116 million yuan distributed over the past three years [3]. Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited is the fourth-largest circulating shareholder, holding 11.7208 million shares, an increase of 8.8499 million shares from the previous period [3]. - The Southern CSI 1000 ETF is the seventh-largest circulating shareholder, holding 2.6802 million shares, with an increase of 50,350 shares [3].

Core Viewpoint - The stock of Feirongda has shown significant volatility, with a year-to-date increase of 48.26% but a recent decline of 13.29% over the past five trading days, indicating potential market fluctuations and investor sentiment changes [1]. Company Overview - Feirongda Technology Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on November 10, 1993. The company went public on January 26, 2017. Its main business involves the research, design, production, and sales of electromagnetic shielding materials and thermal management materials [1]. - The company's revenue composition includes thermal management materials and devices (39.94%), electromagnetic shielding materials and devices (28.83%), lightweight functional devices (27.97%), and other supplementary products (3.26%) [1]. Financial Performance - For the first half of 2025, Feirongda achieved a revenue of 2.883 billion yuan, representing a year-on-year growth of 32.92%. The net profit attributable to shareholders was 166 million yuan, showing a substantial increase of 193.70% [2]. - Since its A-share listing, Feirongda has distributed a total of 143 million yuan in dividends, with 41.12 million yuan distributed over the past three years [3]. Shareholder Information - As of August 29, 2025, the number of shareholders for Feirongda was 48,500, a decrease of 4.83% from the previous period. The average number of circulating shares per person increased by 5.07% to 8,146 shares [2]. - As of June 30, 2025, the largest circulating shareholder was Hong Kong Central Clearing Limited, holding 11.7208 million shares, an increase of 8.8499 million shares from the previous period [3].

9月4日，飞荣达跌5.06%，截至发稿，报28.14元/股，成交6.10亿元，换手率5.33%，总市值163.74亿 元。飞荣达股价已经连续4天下跌，区间累计跌幅10.05%。 财通资管中证1000指数增强A（019402）成立日期2024年4月29日，最新规模1028.15万。今年以来收益 16.77%，同类排名2551/4222；近一年收益49.5%，同类排名1680/3789；成立以来收益30.39%。 财通资管中证1000指数增强A（019402）基金经理为辛晨晨。 截至发稿，辛晨晨累计任职时间4年362天，现任基金资产总规模1110.61万元，任职期间最佳基金回报 30.39%， 任职期间最差基金回报-34.95%。 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，深圳市飞荣达科技股份有限公司位于广东省深圳市光明区玉塘街道田寮社区根玉路1215号飞 荣达新材料产业园(一照多址企业)，成立日期1993年11月10日，上市日期2017年 ...

Core Viewpoint - Feirongda's stock price has experienced a decline, reflecting market concerns and recent capital outflows, while the company is actively engaging in R&D partnerships in the AI and liquid cooling technology sectors [1][2]. Group 1: Stock Performance - As of August 26, 2025, Feirongda's stock price is reported at 32.88 yuan, down 1.91% from the previous trading day [1]. - The opening price for the day was 33.25 yuan, with a high of 34.40 yuan and a low of 32.75 yuan, resulting in a trading volume of 433,000 lots and a transaction amount of 1.45 billion yuan [1]. Group 2: Business Overview - Feirongda specializes in the R&D, production, and sales of electromagnetic shielding materials and thermal conductive materials, with applications in consumer electronics, communication devices, and new energy vehicles [1]. - The company is categorized under the consumer electronics and Shenzhen Special Economic Zone concept sectors [1]. Group 3: Client Engagement and Technology Development - In the AI sector, Feirongda has established client relationships with companies such as H Company, DJI, and UBTECH [1]. - The company has made technological preparations for liquid cooling technology and is collaborating with major smartphone manufacturers on R&D, although no production orders have been secured yet [1]. Group 4: Capital Flow - On August 26, 2025, Feirongda experienced a net capital outflow of 80.76 million yuan, with a cumulative net outflow of 459 million yuan over the past five trading days [2].

Company Overview - Shenzhen Feirongda Technology Co., Ltd. is located in Guangming District, Shenzhen, Guangdong Province, and was established on November 10, 1993. The company was listed on January 26, 2017. Its main business involves the research, design, production, and sales of electromagnetic shielding materials and devices, as well as thermal management materials and devices [1]. Financial Performance - For the first half of 2025, Feirongda achieved operating revenue of 2.883 billion yuan, representing a year-on-year growth of 32.92%. The net profit attributable to shareholders was 166 million yuan, showing a significant year-on-year increase of 193.70% [2]. - Since its A-share listing, Feirongda has distributed a total of 143 million yuan in dividends, with 41.12 million yuan distributed over the past three years [3]. Stock Performance - As of August 26, Feirongda's stock price increased by 2.03%, reaching 34.20 yuan per share, with a total market capitalization of 19.9 billion yuan. The stock has risen by 78.29% year-to-date, but has seen a decline of 2.95% over the past five trading days [1]. - The stock's trading volume on August 26 was 559 million yuan, with a turnover rate of 4.21% [1]. Shareholder Information - As of August 8, the number of shareholders for Feirongda was 39,300, an increase of 18.41% from the previous period. The average number of circulating shares per person decreased by 15.55% to 10,067 shares [2]. - As of June 30, 2025, Hong Kong Central Clearing Limited was the fourth-largest circulating shareholder, holding 11.7208 million shares, an increase of 8.8499 million shares from the previous period [3].