截至11月10日，飞凯材料股东户数6.58万，较上期减少2.07%；人均流通股8567股，较上期增加2.12%。 2025年1月-9月，飞凯材料实现营业收入23.42亿元，同比增长7.88%；归母净利润2.91亿元，同比增长 41.34%。 分红方面，飞凯材料A股上市后累计派现3.41亿元。近三年，累计派现1.59亿元。 机构持仓方面，截止2025年9月30日，飞凯材料十大流通股东中，南方中证1000ETF（512100）位居第 四大流通股东，持股415.06万股，相比上期减少4.34万股。香港中央结算有限公司位居第五大流通股 东，持股341.77万股，相比上期增加91.98万股。华夏中证1000ETF（159845）位居第九大流通股东，持 股246.47万股，相比上期减少7500.00股。 11月20日，飞凯材料（维权）涨0.51%，成交额5.32亿元。两融数据显示，当日飞凯材料获融资买入额 6169.87万元，融资偿还5871.61万元，融资净买入298.26万元。截至11月20日，飞凯材料融资融券余额 合计11.02亿元。 融资方面，飞凯材料当日融资买入6169.87万元。当前融资余额10.99亿元，占 ...

证券之星消息，2025年11月13日飞凯材料（300398）发布公告称公司于2025年11月13日召开业绩说明会。 具体内容如下： 问：公司 2026 年有何发展规划？如何继续保持良好的发展趋势？ 答：您好，公司将会继续围绕有机合成技术和配方开发技术两项核心能力，在维持现有四个业务板块产品 营业收入业绩稳定增长的基础上，通过外延合作与自主研发相结合的方式，横向拓展产品矩阵。同时，利 用丰富的有机合成技术经验进行上游原料的垂直整合，进一步增强公司核心竞争力。感谢您对公司的关 注，谢谢！ 2、请介绍一下公司现金流状况。 您好，公司目前现金流充裕，具体数据请参阅公司最新披露的定期报告。感谢您对公司的关注，谢谢！ 3、请问公司如何鼓励科研人员创新？在激励制度方面做了哪些工作？ 您好，公司十分重视研发人员的创新工作，这是企业保持核心竞争力的关键。研发管理实践过程中，公司 摸索出一套切实可行的激励制度，以物质奖励与职业晋升路径相结合的方式，鼓励研发人员承担具有挑战 的创新项目。公司也积极提供内外部培训和技术交流会等机会，帮助研发人员持续提升。感谢您对公司的 关注，谢谢！ 飞凯材料（300398）主营业务：高科技制造领域适 ...

Core Viewpoint - Feikai Materials experienced a stock price decline of 2.08% on November 11, with a current price of 22.56 CNY per share and a total market capitalization of 12.79 billion CNY [1] Financial Performance - For the period from January to September 2025, Feikai Materials reported a revenue of 2.342 billion CNY, representing a year-on-year growth of 7.88%, and a net profit attributable to shareholders of 291 million CNY, which is a 41.34% increase compared to the previous year [2] Stock and Shareholder Information - As of October 31, 2025, the number of shareholders for Feikai Materials increased to 67,200, up by 4.43%, while the average circulating shares per person decreased by 4.25% to 8,390 shares [2] - Since its A-share listing, Feikai Materials has distributed a total of 341 million CNY in dividends, with 159 million CNY distributed over the past three years [3] Market Activity - On November 11, the net outflow of main funds was 32.29 million CNY, with significant selling pressure observed, as large orders sold 63.01 million CNY worth of shares, accounting for 26.49% of total transactions [1] - The stock has seen a year-to-date increase of 44.11%, but has declined by 0.27% over the last five trading days and 8.81% over the last 20 days [1] Business Overview - Feikai Materials, established on April 26, 2002, and listed on October 9, 2014, specializes in the research, production, and sales of new materials, particularly ultraviolet curing materials [1] - The company's revenue composition includes display materials (52.32%), semiconductor materials (24.51%), and ultraviolet curing materials (22.78%) [1]

Core Insights - The stock price of Feikai Materials increased by 2.02% on November 6, reaching 23.21 CNY per share, with a total market capitalization of 13.159 billion CNY [1] - The company has seen a year-to-date stock price increase of 47.88%, but has experienced a decline of 1.65% over the last five trading days and 10.66% over the last twenty days [1] - For the period from January to September 2025, Feikai Materials reported a revenue of 2.342 billion CNY, representing a year-on-year growth of 7.88%, and a net profit of 291 million CNY, which is a 41.34% increase compared to the previous year [2] Financial Performance - The company has distributed a total of 341 million CNY in dividends since its A-share listing, with 159 million CNY distributed over the last three years [3] - As of September 30, 2025, the number of shareholders decreased by 4.12% to 64,400, while the average number of tradable shares per person increased by 4.30% to 8,762 shares [2][3] Business Overview - Feikai Materials specializes in the research, production, and sales of new materials, particularly ultraviolet curing materials, with its main revenue sources being display materials (52.32%), semiconductor materials (24.51%), and ultraviolet curing materials (22.78%) [1] - The company operates within the electronic chemicals sector and is involved in various concept sectors including photoresists, specialized and innovative enterprises, electronic paper, OLED, and advanced packaging [1]

Core Viewpoint - Feikai Materials is a leading high-tech materials supplier in China, specializing in UV curing materials and other advanced materials, with significant applications in various high-tech industries [1] Financial Performance - In Q3 2025, Feikai Materials reported revenue of 2.342 billion yuan, ranking 6th in the industry out of 35 companies, surpassing the industry average of 1.399 billion yuan and the median of 1.069 billion yuan [2] - The company's net profit for the same period was 309 million yuan, also ranking 6th in the industry, exceeding the industry average of 155 million yuan and the median of 98.26 million yuan [2] Profitability and Debt Management - As of Q3 2025, Feikai Materials had a debt-to-asset ratio of 27.41%, lower than the previous year's 35.90% and below the industry average of 28.64%, indicating strong debt management [3] - The gross profit margin for the same period was 36.16%, higher than the previous year's 35.76% and above the industry average of 31.60%, reflecting robust profitability [3] Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 16.00% to 72,200, while the average number of circulating A-shares held per shareholder decreased by 13.79% to 7,814.43 [5] Executive Compensation - The chairman, Jinshan Zhang, received a salary of 1.2922 million yuan in 2024, an increase of 399,800 yuan from 2023 [4] Market Outlook and Growth Potential - Huatai Securities noted that Feikai Materials achieved a year-on-year revenue growth of 8% and a net profit growth of 41% in the first three quarters of 2025, despite Q3 net profit being below expectations [6] - The company is making significant progress in its semiconductor materials sector and has ongoing projects, including a new liquid crystal materials mixing and R&D center [6] - The company is actively expanding into new opportunities in integrated circuits, display screens, and optical fiber materials [6]

Core Viewpoint - The financial performance and trading activity of Feikai Materials indicate a mixed outlook, with a notable increase in net profit but high financing levels and a decrease in shareholder numbers [1][2]. Financing Activity - On October 22, Feikai Materials experienced a financing buy-in of 59.45 million yuan, with a net financing buy of 15.42 million yuan, while the total financing and margin balance reached 1.11 billion yuan, accounting for 8.75% of the circulating market value [1]. - The financing balance is above the 90th percentile of the past year, indicating a high level of financing activity [1]. - The margin trading showed a low level of short selling, with a remaining short balance of 1.69 million yuan, below the 30th percentile of the past year [1]. Financial Performance - For the first half of 2025, Feikai Materials reported a revenue of 1.462 billion yuan, reflecting a year-on-year growth of 3.80%, while the net profit attributable to shareholders increased significantly by 80.45% to 217 million yuan [2]. Shareholder Information - As of October 10, the number of shareholders decreased by 6.98% to 67,100, while the average circulating shares per person increased by 7.51% to 8,401 shares [2]. - The company has distributed a total of 318 million yuan in dividends since its A-share listing, with 137 million yuan distributed in the last three years [3]. Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders included notable institutional investors, with the Southern CSI 1000 ETF holding 4.194 million shares, an increase of 1.021 million shares from the previous period [3]. - Hong Kong Central Clearing Limited, ranked ninth among shareholders, reduced its holdings by 1.909 million shares to 2.498 million shares [3].

Core Viewpoint - The financial performance and trading activity of Feikai Materials indicate a mixed outlook, with a slight increase in stock price but a net outflow in financing, alongside a notable growth in revenue and profit year-on-year. Group 1: Financial Performance - For the first half of 2025, Feikai Materials achieved a revenue of 1.462 billion yuan, representing a year-on-year growth of 3.80% [2] - The net profit attributable to shareholders for the same period was 217 million yuan, showing a significant year-on-year increase of 80.45% [2] - Cumulatively, the company has distributed 318 million yuan in dividends since its A-share listing, with 137 million yuan distributed over the past three years [3] Group 2: Trading Activity - On October 20, Feikai Materials' stock price increased by 0.49%, with a trading volume of 442 million yuan [1] - The financing buy-in amount for the day was 48.063 million yuan, while the financing repayment was 58.991 million yuan, resulting in a net financing outflow of 10.9277 million yuan [1] - As of October 20, the total financing and securities lending balance was 1.096 billion yuan, with the financing balance accounting for 8.61% of the circulating market value, indicating a high level compared to the past year [1] Group 3: Shareholder Structure - As of October 10, the number of shareholders for Feikai Materials was 67,100, a decrease of 6.98% from the previous period [2] - The average number of circulating shares per shareholder increased by 7.51% to 8,401 shares [2] - Among the top ten circulating shareholders, the Southern CSI 1000 ETF increased its holdings by 1.0217 million shares, while the Hong Kong Central Clearing Limited reduced its holdings by 1.909 million shares [3]

Core Viewpoint - Feikai Materials has experienced a significant decline in stock price, dropping 5.04% on October 17, with a cumulative drop of 10.7% over three consecutive days [1] Company Overview - Feikai Materials, established on April 26, 2002, and listed on October 9, 2014, is located in Baoshan District, Shanghai. The company specializes in the research, production, and sales of new materials, particularly ultraviolet curing materials suitable for high-tech applications [1] - The revenue composition of Feikai Materials is as follows: 52.32% from display materials, 24.51% from semiconductor materials, 22.78% from ultraviolet curing materials, and 0.40% from other sources [1] Shareholder Information - Among the top ten circulating shareholders of Feikai Materials, a fund under Southern Fund holds a significant position. The Southern CSI 1000 ETF (512100) increased its holdings by 1.0217 million shares in the second quarter, totaling 4.194 million shares, which represents 0.74% of the circulating shares [2] - The estimated floating loss for the Southern CSI 1000 ETF today is approximately 4.9908 million yuan, with a total floating loss of 11.8689 million yuan during the three-day decline [2] Fund Manager Profile - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 6 years and 346 days. The total asset size of the fund is 94.976 billion yuan, with the best fund return during the tenure being 179.4% and the worst being -15.93% [3]

Core Viewpoint - Feikai Materials has shown significant stock performance and financial growth, indicating a positive outlook for the company in the high-tech materials sector [1][2]. Financial Performance - As of September 19, 2025, Feikai Materials achieved a revenue of 1.462 billion yuan, representing a year-on-year growth of 3.80% [2]. - The net profit attributable to shareholders for the same period was 217 million yuan, marking a substantial increase of 80.45% year-on-year [2]. - Cumulatively, the company has distributed 318 million yuan in dividends since its A-share listing, with 137 million yuan distributed over the last three years [3]. Stock Performance - The stock price of Feikai Materials increased by 66.87% year-to-date, with a 2.59% rise over the last five trading days, 14.17% over the last twenty days, and 28.82% over the last sixty days [1]. - As of September 30, the stock was trading at 26.19 yuan per share, with a market capitalization of 14.848 billion yuan [1]. Shareholder Information - The number of shareholders increased to 62,200 as of September 19, 2025, reflecting a 4.95% rise [2]. - The average number of circulating shares per shareholder decreased by 4.72% to 9,064 shares [2]. - Notable institutional holdings include Southern CSI 1000 ETF, which increased its holdings by 102,170 shares, and Hong Kong Central Clearing Limited, which reduced its holdings by 190,900 shares [3]. Business Overview - Feikai Materials specializes in the research, production, and sales of new materials, particularly ultraviolet curing materials, with a revenue breakdown of 52.32% from display materials, 24.51% from semiconductor materials, and 22.78% from ultraviolet curing materials [1]. - The company is classified under the electronic chemicals industry and is involved in several concept sectors, including photolithography and advanced packaging [1].

Group 1 - The core point of the news is that Feikai Materials experienced a 5.1% drop in stock price, reaching 25.66 CNY per share, with a trading volume of 1.028 billion CNY and a turnover rate of 6.97%, resulting in a total market capitalization of 14.548 billion CNY [1] - Feikai Materials, established on April 26, 2002, and listed on October 9, 2014, specializes in the research, production, and sales of new materials, particularly ultraviolet curing materials [1] - The company's main business revenue composition includes: display materials (52.32%), semiconductor materials (24.51%), ultraviolet curing materials (22.78%), and others (0.40%) [1] Group 2 - Among the top ten circulating shareholders of Feikai Materials, Huaxia Fund's Huaxia CSI 1000 ETF (159845) entered the list in the second quarter, holding 2.4722 million shares, which accounts for 0.44% of the circulating shares [2] - The estimated floating loss for Huaxia CSI 1000 ETF today is approximately 3.4116 million CNY [2] - The fund was established on March 18, 2021, with a latest scale of 38.227 billion CNY, and has achieved a year-to-date return of 27.29%, ranking 2093 out of 4220 in its category [2]