恒越研究精选混合A/B（006049）基金经理为薛良辰。 截至发稿，薛良辰累计任职时间223天，现任基金资产总规模2.39亿元，任职期间最佳基金回报 22.37%， 任职期间最差基金回报9.41%。 从基金十大重仓股角度 数据显示，恒越基金旗下1只基金重仓华旺科技。恒越研究精选混合A/B（006049）三季度减持3940 股，持有股数115.64万股，占基金净值比例为5.07%，位居第六大重仓股。根据测算，今日浮亏损失约 10.41万元。 恒越研究精选混合A/B（006049）成立日期2018年7月4日，最新规模1.16亿。今年以来收益33.11%，同 类排名2689/8087；近一年收益24.72%，同类排名3551/8085；成立以来收益95.99%。 12月30日，华旺科技跌1.02%，截至发稿，报8.71元/股，成交1681.78万元，换手率0.34%，总市值48.49 亿元。 资料显示，杭州华旺新材料科技股份有限公司位于浙江省杭州市临安区青山湖街道滨河北路18号，成立 日期2009年12月30日，上市日期2020年12月28日，公司主营业务涉及可印刷装饰原纸和素色装饰原纸的 研发、生产和销售业务,以 ...

资料显示，齐峰新材料股份有限公司位于山东省淄博市临淄区朱台镇朱台路22号，成立日期2001年6月 25日，上市日期2010年12月10日，公司主营业务涉及主要从事高档装饰原纸研发、生产和销售业务,拥 有素色装饰原纸、可印刷装饰原纸、表层耐磨原纸和平衡原纸四大系列产品、三百多个品种。主营业务 收入构成为：装饰原纸系列78.93%，乳胶纸系列10.63%，其他系列6.77%，卫材系列3.67%。 截至9月30日，齐峰新材股东户数1.82万，较上期增加2.59%；人均流通股22985股，较上期减少2.52%。 2025年1月-9月，齐峰新材实现营业收入25.30亿元，同比减少0.83%；归母净利润1.02亿元，同比减少 3.82%。 分红方面，齐峰新材A股上市后累计派现12.63亿元。近三年，累计派现3.72亿元。 责任编辑：小浪快报 12月29日，齐峰新材跌0.71%，成交额4088.20万元。两融数据显示，当日齐峰新材获融资买入额762.34 万元，融资偿还803.30万元，融资净买入-40.95万元。截至12月29日，齐峰新材融资融券余额合计4.57 亿元。 融资方面，齐峰新材当日融资买入762.34万元。当 ...

Core Viewpoint - Qifeng New Materials has experienced a slight increase in stock price recently, but overall, the stock has declined this year, indicating potential challenges in the market [1][2]. Group 1: Stock Performance - On November 27, Qifeng New Materials' stock rose by 2.09%, reaching 8.81 yuan per share, with a trading volume of 14.44 million yuan and a turnover rate of 0.40% [1]. - The company has seen a year-to-date stock price decline of 8.42%, with a decrease of 0.79% over the last five trading days, 2.44% over the last 20 days, and 3.93% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Qifeng New Materials reported operating revenue of 2.53 billion yuan, a year-on-year decrease of 0.83%, and a net profit attributable to shareholders of 102 million yuan, down 3.82% year-on-year [2]. - The company has distributed a total of 1.26 billion yuan in dividends since its A-share listing, with 372 million yuan distributed over the past three years [3]. Group 3: Company Overview - Qifeng New Materials, established on June 25, 2001, and listed on December 10, 2010, is located in Zibo City, Shandong Province, and primarily engages in the research, production, and sales of high-end decorative base paper [1]. - The company's main business revenue composition includes 78.93% from decorative base paper series, 10.63% from latex paper series, 6.77% from other series, and 3.67% from medical materials series [1]. - Qifeng New Materials is classified under the light industry manufacturing sector, specifically in paper and specialty paper [1].

Core Points - On October 23, Qifeng New Material's stock rose by 2.19%, with a trading volume of 36.13 million yuan [1] - As of October 23, the total margin balance for Qifeng New Material was 512 million yuan, accounting for 11.09% of its market capitalization [1] - For the period from January to September 2025, Qifeng New Material reported a revenue of 2.53 billion yuan, a year-on-year decrease of 0.83%, and a net profit attributable to shareholders of 102 million yuan, down 3.82% year-on-year [2] Financing and Margin Trading - On October 23, Qifeng New Material had a financing buy-in amount of 2.04 million yuan, with a net financing buy of -1.22 million yuan [1] - The current financing balance of 512 million yuan is below the 10% percentile level of the past year, indicating a low level of financing [1] - The margin trading data shows that on October 23, there were no shares sold short, with a remaining short balance of 1,866 yuan, also indicating a low level [1] Shareholder Information - As of September 30, Qifeng New Material had 18,200 shareholders, an increase of 2.59% from the previous period [2] - The average number of circulating shares per shareholder was 22,985, which decreased by 2.52% compared to the previous period [2] Dividend Information - Since its A-share listing, Qifeng New Material has distributed a total of 1.26 billion yuan in dividends [3] - In the last three years, the cumulative dividend payout was 372 million yuan [3]

Group 1 - On September 24, Qifeng New Materials experienced a decline of 0.45% with a trading volume of 35.986 million yuan [1] - The financing data for Qifeng New Materials on the same day showed a financing purchase amount of 3.7888 million yuan and a net financing purchase of 322,500 yuan, with a total financing and securities balance of 550 million yuan [1] - The current financing balance of 550 million yuan accounts for 12.45% of the circulating market value, which is below the 40th percentile level over the past year, indicating a low position [1] Group 2 - As of June 30, the number of shareholders for Qifeng New Materials was 17,700, a decrease of 5.76% from the previous period, while the average circulating shares per person increased by 10.21% to 23,580 shares [2] - For the first half of 2025, Qifeng New Materials reported an operating income of 1.68 billion yuan, a year-on-year decrease of 4.80%, and a net profit attributable to shareholders of 63.077 million yuan, down 42.15% year-on-year [2] Group 3 - Since its A-share listing, Qifeng New Materials has distributed a total of 1.263 billion yuan in dividends, with 372 million yuan distributed over the past three years [3]

Group 1 - The core viewpoint of the news is that Qifeng New Materials experienced a decline in stock price and trading volume, with significant net financing outflows on August 27, indicating a low level of investor confidence [1] - As of August 27, Qifeng New Materials had a total financing and securities lending balance of 512 million yuan, which is 11.16% of its market capitalization, indicating a low financing level compared to the past year [1] - The company reported a decrease in revenue and net profit for the first half of 2025, with revenue of 1.68 billion yuan, down 4.80% year-on-year, and a net profit of 63.08 million yuan, down 42.15% year-on-year [2] Group 2 - Qifeng New Materials has distributed a total of 1.207 billion yuan in dividends since its A-share listing, with 316 million yuan distributed over the past three years [3] - The number of shareholders decreased by 5.76% to 17,700 as of June 30, while the average circulating shares per person increased by 10.21% to 23,580 shares [2]