Core Viewpoint - The company reported a significant decline in revenue from quartz glass products in the first half of 2025, primarily due to challenges in the photovoltaic sector, including supply-demand mismatches and intensified competition [1] Group 1: Financial Performance - The revenue from quartz glass products for the first half of 2025 was 262 million yuan, representing a year-on-year decrease of 30.93% [1]

证券代码：300395 证券简称：菲利华 湖北菲利华石英玻璃股份有限公司投资者关系活动记录表 | | □ 特定对象调研 分析师会议 | | □ | | --- | --- | --- | --- | | 投资者关系活动 | □ 媒体采访 业绩说明会 | | □ | | 类别 | □ 新闻发布会 路演活动 | | □ | | | □ 现场参观 | | | | | 其他（线上会议） | ☑ | | | | 中信证券资产管理有限公司、江苏银创资本管理有限公司、浙商 | | | | | 证券资产管理有限公司、景德镇国控金融发展有限公司、物产中 | | | | | 大投资集团有限公司、深圳纽富斯投资管理有限公司、深圳市汇 | | | | | 金盛投资有限公司、黑晶资本管理有限公司、武汉唯尔思股权投 | | | | | 资基金管理有限公司、深圳前海岳瀚资产管理有限公司、武汉晟 | | | | | 维私募基金管理有限公司、广东大兴华旗资产管理有限公司、上 | | | | | 海鸿富私募基金管理有限公司、中信兴业投资集团有限公司、上 | | | | | 海顶天投资有限公司、上海半导体装备材料产业投资管理有限公 | | | | ...

11月24日，菲利华涨5%，截至发稿，报73.03元/股，成交13.77亿元，换手率3.73%，总市值381.41亿 元。 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。 资料显示，湖北菲利华石英玻璃股份有限公司位于湖北省荆州市东方大道68号，成立日期1999年1月22 日，上市日期2014年9月10日，公司主营业务涉及主要从事光通讯、半导体、太阳能、航空航天及其他 领域用高性能石英玻璃材料及制品、石英纤维及制品的生产与销售业务。主营业务收入构成为：石英玻 璃材料70.80%，石英玻璃制品28.91%，其他0.30%。 责任编辑：小浪快报 从基金十大重仓股角度 华泰紫金中证500指数增强发起A（016865）基金经理为毛甜。 截至发稿，毛甜累计任职时间7年350天，现任基金资产总规模5.86亿元，任职期间最佳基金回报 80.7%， 任职期间最差基金回报-34.21%。 数据显示，华泰资管旗下1只基金重仓菲利华。华泰紫金中证500指数增强发起A（016865）三季度持有 股 ...

Core Viewpoint - The recent trading activity and financial performance of Hubei Feilihua Quartz Glass Co., Ltd. indicate a strong market presence and growth potential, with significant increases in shareholder numbers and profitability metrics [1][2]. Group 1: Trading Activity - On November 20, Feilihua's stock rose by 3.20%, with a trading volume of 1.485 billion yuan [1]. - The margin trading data shows a financing buy of 156 million yuan and a repayment of 188 million yuan, resulting in a net financing outflow of 32.82 million yuan [1]. - As of November 20, the total margin trading balance for Feilihua was 1.418 billion yuan, with a financing balance of 1.406 billion yuan, accounting for 3.58% of the circulating market value, indicating a high level compared to the past year [1]. Group 2: Financial Performance - For the period from January to September 2025, Feilihua reported a revenue of 1.382 billion yuan, reflecting a year-on-year growth of 5.17% [2]. - The net profit attributable to shareholders for the same period was 334 million yuan, showing a significant year-on-year increase of 42.23% [2]. - Cumulatively, Feilihua has distributed 677 million yuan in dividends since its A-share listing, with 275 million yuan distributed over the past three years [2]. Group 3: Shareholder Structure - As of September 30, 2025, the number of shareholders for Feilihua reached 31,400, an increase of 115.79% compared to the previous period [2]. - The average number of circulating shares per shareholder decreased by 53.66% to 16,346 shares [2]. - Notable institutional holdings include Hong Kong Central Clearing Limited as the fourth-largest shareholder with 10.746 million shares, and new entrants like Southern CSI 500 ETF and Southern Military Reform Flexible Allocation Mixed A [2].

Group 1 - The core point of the news is the significant increase in the stock price of Hubei Feilihua Quartz Glass Co., Ltd., which rose by 5.21% to 76.97 CNY per share, with a total market capitalization of 40.199 billion CNY [1] - Hubei Feilihua specializes in the production and sales of high-performance quartz glass materials and products, primarily serving industries such as optical communications, semiconductors, solar energy, and aerospace [1] - The company's main revenue sources are quartz glass materials (70.80%), quartz glass products (28.91%), and other sources (0.30%) [1] Group 2 - The Hongde Fund has a significant position in Feilihua, with its Hongde CSI 500 Index Enhanced A fund holding 7,400 shares, representing 0.9% of the fund's net value [2] - The fund reduced its holdings by 2,300 shares in the third quarter, and the current floating profit from this investment is approximately 28,200 CNY [2] - The Hongde CSI 500 Index Enhanced A fund has a total asset size of 33.8361 million CNY and has achieved a return of 24.46% since its inception [2]

Group 1 - The core viewpoint of the news is the significant increase in the stock price of Hubei Feilihua Quartz Glass Co., Ltd., which rose by 5.23% to 92.60 CNY per share, with a total market capitalization of 48.362 billion CNY and a cumulative increase of 12.39% over three days [1] - Hubei Feilihua specializes in the production and sales of high-performance quartz glass materials and products, primarily serving sectors such as optical communications, semiconductors, solar energy, and aerospace [1] - The company's main revenue composition includes 70.80% from quartz glass materials, 28.91% from quartz glass products, and 0.30% from other sources [1] Group 2 - The fund "Yuanxin Yongfeng Selected Return" holds Hubei Feilihua as its tenth largest position, with a net value proportion of 3.21% after reducing its holdings by 6,300 shares to 7,500 shares [2] - The fund has achieved a year-to-date return of 27.38% and a one-year return of 24.09%, ranking 3,482 out of 8,155 in its category [2] - The fund manager, Zou Wei, has a tenure of 6 years and 280 days, with the best fund return during this period being 137.09% [3]

Group 1 - The core viewpoint of the news is that Hubei Feilihua Quartz Glass Co., Ltd. has shown significant trading activity and financial performance, with notable increases in net profit despite a slight decrease in revenue [1][2] - On October 22, Feilihua's stock price increased by 0.51%, with a trading volume of 3.562 billion yuan. The net financing purchase on that day was 45.72 million yuan, indicating strong investor interest [1] - As of October 22, the total margin balance for Feilihua was 1.304 billion yuan, with a financing balance of 1.289 billion yuan, representing 3.05% of the circulating market value, which is above the 80th percentile of the past year [1] Group 2 - For the first half of 2025, Feilihua reported operating revenue of 908 million yuan, a year-on-year decrease of 0.77%, while the net profit attributable to shareholders increased by 28.72% to 222 million yuan [2] - The number of shareholders increased by 10.64% to 14,500, while the average circulating shares per person decreased by 9.62% to 35,272 shares [2] - In terms of institutional holdings, as of June 30, 2025, the top ten circulating shareholders included Huaxia Military Industry Safety Mixed A, which increased its holdings by 3.9519 million shares [2]

Core Viewpoint - The stock of Hubei Feilihua Quartz Glass Co., Ltd. has shown significant volatility, with a year-to-date increase of 86.66% but a recent decline over the past five and twenty trading days [1] Company Overview - Hubei Feilihua Quartz Glass Co., Ltd. was established on January 22, 1999, and listed on September 10, 2014. The company specializes in the production and sales of high-performance quartz glass materials and products for various sectors including optical communication, semiconductors, solar energy, and aerospace [1] - The revenue composition of the company is as follows: quartz glass materials account for 70.80%, quartz glass products for 28.91%, and others for 0.30% [1] Financial Performance - For the first half of 2025, the company reported operating revenue of 908 million yuan, a year-on-year decrease of 0.77%. However, the net profit attributable to the parent company was 222 million yuan, reflecting a year-on-year increase of 28.72% [2] - Since its A-share listing, the company has distributed a total of 677 million yuan in dividends, with 275 million yuan distributed over the past three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 10.64% to 14,500, with an average of 35,272 circulating shares per shareholder, a decrease of 9.62% [2] - The top ten circulating shareholders include notable funds such as Huaxia Military Industry Safety Mixed A and E Fund Growth ETF, with varying changes in their holdings [3] Market Activity - On October 15, the stock price rose by 2.01% to 69.96 yuan per share, with a trading volume of 302 million yuan and a turnover rate of 0.86%. The total market capitalization reached 36.538 billion yuan [1] - The stock has experienced significant trading activity, with a net inflow of 33.877 million yuan from major funds and notable buying and selling ratios [1]

Company Overview - Hubei Feilihua Quartz Glass Co., Ltd. is located at 68 Dongfang Avenue, Jingzhou, Hubei Province, and was established on January 22, 1999. The company was listed on September 10, 2014. Its main business involves the production and sales of high-performance quartz glass materials and products for various fields including optical communication, semiconductors, solar energy, and aerospace [1]. Financial Performance - As of September 29, Feilihua's stock price increased by 5.48%, reaching 75.88 CNY per share, with a trading volume of 1.139 billion CNY and a turnover rate of 3.00%. The total market capitalization stands at 39.63 billion CNY [1]. - The revenue composition of the company is as follows: quartz glass materials account for 70.80%, quartz glass products for 28.91%, and other revenues for 0.30% [1]. Fund Holdings - Dachen Fund has a significant holding in Feilihua, with its Dachen National Security Theme Flexible Allocation Mixed A Fund (002567) holding 64,800 shares, which represents 5.09% of the fund's net value, making it the fourth-largest holding. The fund reduced its position by 100 shares in the second quarter [2]. - The Dachen National Security Theme Flexible Allocation Mixed A Fund was established on May 4, 2016, with a current scale of 26.27 million CNY. Year-to-date, it has achieved a return of 14.99%, ranking 5145 out of 8244 in its category, while its one-year return is 4.38%, ranking 7468 out of 8080. Since inception, the fund has returned 59.6% [2]. Fund Management - The fund manager of Dachen National Security Theme Flexible Allocation Mixed A is Wang Shuai, who has been in the position for 3 years and 304 days. The total asset size of the fund is 1.894 billion CNY, with the best return during his tenure being 60.57% and the worst being -20.92% [3].

Group 1 - The core point of the news is the decline in the stock price of Hubei Feilihua Quartz Glass Co., Ltd., which fell by 5.17% to 76.28 CNY per share, with a trading volume of 856 million CNY and a turnover rate of 2.16%, resulting in a total market capitalization of 39.839 billion CNY [1] - Hubei Feilihua was established on January 22, 1999, and listed on September 10, 2014. The company primarily engages in the production and sales of high-performance quartz glass materials and products for various sectors, including optical communications, semiconductors, solar energy, and aerospace [1] - The revenue composition of Hubei Feilihua is as follows: quartz glass materials account for 70.80%, quartz glass products for 28.91%, and other products for 0.30% [1] Group 2 - According to data, one fund under Bank of China, the Zhongyin Jingfu Return Mixed A Fund (005274), holds a significant position in Feilihua, with 12,700 shares, representing 0.75% of the fund's net value, making it the fifth-largest holding [2] - The Zhongyin Jingfu Return Mixed A Fund was established on April 17, 2018, with a latest scale of 86.5139 million CNY. Year-to-date, it has achieved a return of 4.93%, ranking 6739 out of 8173 in its category, and a one-year return of 10.55%, ranking 6689 out of 8003 [2] - The fund manager, Tu Haiqiang, has been in the position for 9 years and 273 days, managing assets totaling 730 million CNY, with the best fund return during his tenure being 60.72% and the worst being -5.75% [3]