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 ...

融券方面，菲利华11月20日融券偿还2500.00股，融券卖出6100.00股，按当日收盘价计算，卖出金额 46.05万元；融券余量15.30万股，融券余额1155.40万元，超过近一年50%分位水平，处于较高位。 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%。 11月20日，菲利华涨3.20%，成交额14.85亿元。两融数据显示，当日菲利华获融资买入额1.56亿元，融 资偿还1.88亿元，融资净买入-3282.26万元。截至11月20日，菲利华融资融券余额合计14.18亿元。 融资方面，菲利华当日融资买入1.56亿元。当前融资余额14.06亿元，占流通市值的3.58%，融资余额超 过近一年80%分位水平，处于高位。 截至9月30日，菲利华股东户数3.14万，较上期增加115.79%；人均流通股16346股， ...

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]

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 5.16% to 82.79 CNY per share, with a trading volume of 1.339 billion CNY and a turnover rate of 3.08%, resulting in a total market capitalization of 43.239 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 sources for 0.30% [1] Group 2 - From the perspective of major fund holdings, one fund under Xingzheng Global Fund has a significant position in Feilihua. The Xingquan Global Vision Stock Fund (340006) reduced its holdings by 249,900 shares in the second quarter, now holding 475,900 shares, which represents 2.07% of the fund's net value, ranking as the tenth largest holding [2] - The estimated floating loss for the fund today is approximately 2.1416 million CNY [2] - The Xingquan Global Vision Stock Fund was established on September 20, 2006, with a current scale of 1.177 billion CNY. Year-to-date returns are 31.93%, ranking 1518 out of 4222 in its category, while the one-year return is 54.43%, ranking 1835 out of 3805 [2]

Group 1 - The stock price of Hubei Feilihua Quartz Glass Co., Ltd. increased by 5.3% to 89.79 CNY per share, with a trading volume of 1.306 billion CNY and a turnover rate of 2.94%, resulting in a total market capitalization of 46.894 billion CNY [1] - The company, established on January 22, 1999, and listed on September 10, 2014, primarily engages 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 includes 70.80% from quartz glass materials, 28.91% from quartz glass products, and 0.30% from other sources [1] Group 2 - According to data, one fund from the Fortune Fund family holds a significant position in Feilihua, specifically the Fortune Military Industry Theme Mixed A Fund (005609), which maintained its holding of 2.2082 million shares, accounting for 3.01% of the fund's net value [2] - The Fortune Military Industry Theme Mixed A Fund was established on March 29, 2018, with a current scale of 3.354 billion CNY, achieving a year-to-date return of 13.04% and a one-year return of 34.41% [2] - The fund manager, Meng Haozhi, has been in charge for 3 years and 237 days, with the fund's total asset size at 5.139 billion CNY, achieving a best return of 37.67% and a worst return of 0.83% during his tenure [3]