格隆汇9月11日丨奇德新材(300995.SZ)在互动平台表示，公司深耕高性能复合材料领域，核心产品碳纤 维复合材料制品具备轻量化、高强度、耐腐蚀、抗疲劳等显著优势，可为新能源汽车、低空飞行器、机 器人等战略性新兴产业，提供高端化、轻量化的一站式综合解决方案。同时，公司在特种工程塑料改性 领域亦积累深厚，尤其在纤维增强、耐磨、耐热及高耐冲击等高性能改性技术上形成核心竞争力，持续 赋能新能源汽车等行业实现产品升级与效能突破。 作为公司战略核心业务，碳纤维复合材料产品已获 得市场高度认可。目前，公司已与比亚迪、XM、零跑、延锋等主机厂或零部件企业建立合作关系，成 功应用于前舱盖、侧裙、尾翼、座舱内饰等关键汽车部件，凭借卓越性能与品质，有效提升产品轻量化 水平及外观质感。 当前，国内新能源汽车行业对碳纤维材料的应用尚处起步阶段。伴随行业向高端 化、轻量化、高性能化方向加速发展，碳纤维材料凭借辨识度高、减重效果显著、性能提升突出等独特 优势，未来市场潜力巨大，有望迎来高速增长期。 在战略布局上，公司积极拓展低空飞行、机器人等 新兴领域应用。目前已与行业内多家头部品牌客户开展交流对接，部分客户推进样品开发、送样测试等 ...

格隆汇9月11日丨奇德新材(300995.SZ)在互动平台表示，公司深耕高性能复合材料领域，核心产品碳纤 维复合材料制品具备轻量化、高强度、耐腐蚀、抗疲劳等显著优势，可为新能源汽车、低空飞行器、机 器人等战略性新兴产业，提供高端化、轻量化的一站式综合解决方案。同时，公司在特种工程塑料改性 领域亦积累深厚，尤其在纤维增强、耐磨、耐热及高耐冲击等高性能改性技术上形成核心竞争力，持续 赋能新能源汽车等行业实现产品升级与效能突破。 作为公司战略核心业务，碳纤维复合材料产品已获 得市场高度认可。目前，公司已与比亚迪、XM、零跑、延锋等主机厂或零部件企业建立合作关系，成 功应用于前舱盖、侧裙、尾翼、座舱内饰等关键汽车部件，凭借卓越性能与品质，有效提升产品轻量化 水平及外观质感。 当前，国内新能源汽车行业对碳纤维材料的应用尚处起步阶段。伴随行业向高端 化、轻量化、高性能化方向加速发展，碳纤维材料凭借辨识度高、减重效果显著、性能提升突出等独特 优势，未来市场潜力巨大，有望迎来高速增长期。 在战略布局上，公司积极拓展低空飞行、机器人等 新兴领域应用。目前已与行业内多家头部品牌客户开展交流对接，部分客户推进样品开发、送样测试等 ...

Group 1 - The stock price of Guangwei Composites has declined by 3.36% on September 3, reaching 29.95 CNY per share, with a trading volume of 578 million CNY and a turnover rate of 2.32%, resulting in a total market capitalization of 24.899 billion CNY. The stock has experienced a continuous decline for four days, with a cumulative drop of 7.22% during this period [1] - Guangwei Composites, established on February 5, 1992, and listed on September 1, 2017, specializes in the research, production, and sales of carbon fiber, carbon fiber fabrics, carbon fiber prepregs, carbon fiber composite products, and core production equipment for carbon fiber. The revenue composition of its main business includes: carbon fiber and fabrics 52.93%, carbon beams 30.73%, prepregs 9.27%, products and others 6.58%, and other (supplementary) 0.49% [1] Group 2 - According to data from the top ten holdings of funds, one fund under Huaxia Fund has a significant position in Guangwei Composites. The Huaxia Specialized and New Mixed Initiation A Fund (018916) held 25,400 shares in the second quarter, unchanged from the previous period, accounting for 5.45% of the fund's net value, ranking as the fourth-largest holding. The estimated floating loss today is approximately 26,400 CNY, with a total floating loss of 59,200 CNY during the four-day decline [2] - The Huaxia Specialized and New Mixed Initiation A Fund (018916) was established on September 12, 2023, with a latest scale of 13.5564 million CNY. Year-to-date returns are 17.98%, ranking 4171 out of 8180 in its category; the one-year return is 51.52%, ranking 2373 out of 7967; and since inception, the return is 27.47% [2] - The fund manager of Huaxia Specialized and New Mixed Initiation A Fund is Tang Mingzhen, who has been in the position for 1 year and 358 days. The total asset scale during his tenure is 280 million CNY, with the best fund return being 74.06% and the worst being 12.67% [2]