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隆扬电子股价连续3天下跌累计跌幅8.71%,华夏基金旗下1只基金持38.37万股,浮亏损失207.58万元
Xin Lang Cai Jing· 2025-10-10 07:22
华夏核心成长混合A(012703)成立日期2021年12月3日,最新规模2.87亿。今年以来收益24.9%,同类 排名4271/8166;近一年收益25.37%,同类排名3909/8014;成立以来亏损20.99%。 华夏核心成长混合A(012703)基金经理为吕佳玮。 截至发稿,吕佳玮累计任职时间8年63天,现任基金资产总规模13.32亿元,任职期间最佳基金回报 107.37%, 任职期间最差基金回报-23.09%。 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。 10月10日,隆扬电子跌3.57%,截至发稿,报56.70元/股,成交3.92亿元,换手率8.30%,总市值160.74 亿元。隆扬电子股价已经连续3天下跌,区间累计跌幅8.71%。 资料显示,隆扬电子(昆山)股份有限公司位于江苏省昆山市周市镇顺昶路99号,成立日期2000年3月13 日,上市日期2022年10月31日,公司主营业务涉及电磁屏蔽材料及部分绝缘材料的研发、生产和销售。 主营业务收入构成为:电磁屏 ...
隆扬电子:公司的2025年半年报中营收贡献的主要产品为电磁屏蔽材料及绝缘材料
Zheng Quan Ri Bao· 2025-10-09 10:10
(文章来源:证券日报) 证券日报网讯隆扬电子10月9日在互动平台回答投资者提问时表示,公司的2025年半年报中营收贡献的 主要产品为电磁屏蔽材料及绝缘材料。 ...
华正新材股价涨5.13%,招商基金旗下1只基金位居十大流通股东,持有93.32万股浮盈赚取192.24万元
Xin Lang Cai Jing· 2025-09-29 02:05
Group 1 - The core point of the news is the performance and market position of Zhejiang Huazheng New Materials Co., Ltd., which saw a stock price increase of 5.13% to 42.18 CNY per share, with a total market capitalization of 5.99 billion CNY [1] - The company specializes in the design, research and development, production, and sales of composite materials and products, with its main revenue sources being copper-clad laminates (77.57%), composite materials for transportation logistics (7.75%), thermal conductive materials (7.09%), functional composite materials (3.83%), and others (3.76%) [1] Group 2 - From the perspective of major circulating shareholders, a fund under China Merchants Fund, the China Merchants Quantitative Selected Stock A (001917), entered the top ten circulating shareholders with 933,200 shares, accounting for 0.66% of circulating shares, and has an estimated floating profit of approximately 1.92 million CNY [2] - The China Merchants Quantitative Selected Stock A fund has achieved a year-to-date return of 39.74% and a one-year return of 65.43%, ranking 1133 out of 4220 and 1023 out of 3835 respectively [2] Group 3 - The fund manager of China Merchants Quantitative Selected Stock A is Wang Ping, who has a total fund asset scale of 16.69 billion CNY and has achieved a best fund return of 275.08% during his tenure [3] Group 4 - Another fund under China Merchants Fund, the China Merchants CSI 2000 Enhanced Strategy ETF (159552), holds 35,200 shares of Huazheng New Materials, making it the third-largest holding in the fund, with an estimated floating profit of about 72,500 CNY [4] - The China Merchants CSI 2000 Enhanced Strategy ETF has achieved a year-to-date return of 51.32% and a one-year return of 90.87%, ranking 526 out of 4220 and 474 out of 3835 respectively [4] Group 5 - The fund manager of the China Merchants CSI 2000 Enhanced Strategy ETF is Deng Tong, who manages a total fund asset scale of 10.90 billion CNY and has achieved a best fund return of 82.37% during his tenure [5]
华正新材股价跌5.28%,招商基金旗下1只基金位居十大流通股东,持有93.32万股浮亏损失218.37万元
Xin Lang Cai Jing· 2025-09-23 02:48
Company Overview - Huazheng New Materials Co., Ltd. is located in Yuhang District, Hangzhou, Zhejiang Province, established on March 6, 2003, and listed on January 3, 2017. The company specializes in the design, research and development, production, and sales of composite materials and products, including copper-clad laminates, insulating materials, and thermoplastic honeycomb panels [1]. Financial Performance - As of September 23, Huazheng New Materials' stock price dropped by 5.28%, trading at 42.00 CNY per share, with a transaction volume of 279 million CNY and a turnover rate of 4.55%. The total market capitalization stands at 5.965 billion CNY [1]. Revenue Composition - The main business revenue composition is as follows: copper-clad laminates account for 77.57%, composite materials for transportation logistics 7.75%, thermal conductive materials 7.09%, functional composite materials 3.83%, and others 3.76% [1]. Shareholder Information - Among the top ten circulating shareholders, a fund under China Merchants Fund, the China Merchants Quantitative Selected Stock A (001917), entered the top ten in the second quarter, holding 933,200 shares, which is 0.66% of the circulating shares. The estimated floating loss today is approximately 2.1837 million CNY [2]. Fund Performance - The China Merchants Quantitative Selected Stock A (001917) was established on March 15, 2016, with a latest scale of 2.765 billion CNY. Year-to-date returns are 38.8%, ranking 1168 out of 4220 in its category; the one-year return is 76.35%, ranking 1096 out of 3814; and since inception, the return is 272.55% [2]. Fund Manager Information - The fund manager of China Merchants Quantitative Selected Stock A (001917) is Wang Ping, who has a cumulative tenure of 15 years and 98 days. The total asset scale under management is 16.687 billion CNY, with the best fund return during his tenure being 272.34% and the worst being -70.61% [3]. Top Holdings - The China Merchants Zhongzheng 2000 Enhanced Strategy ETF (159552) also holds Huazheng New Materials as a top position, with 35,200 shares, representing 1.16% of the fund's net value. The estimated floating loss today is about 82,400 CNY [4]. Additional Fund Information - The China Merchants Zhongzheng 2000 Enhanced Strategy ETF (159552) was established on June 19, 2024, with a latest scale of 91.324 million CNY. Year-to-date returns are 52.5%, ranking 397 out of 4220; the one-year return is 105.71%, ranking 443 out of 3814; and since inception, the return is 98.57% [4]. Fund Manager of ETF - The fund manager of the China Merchants Zhongzheng 2000 Enhanced Strategy ETF (159552) is Deng Tong, who has a cumulative tenure of 3 years and 306 days. The total asset scale under management is 10.902 billion CNY, with the best fund return during his tenure being 71.39% and the worst being 0.8% [5].
华正新材股价涨5.13%,招商基金旗下1只基金位居十大流通股东,持有93.32万股浮盈赚取205.3万元
Xin Lang Cai Jing· 2025-09-22 06:45
Core Viewpoint - Huazheng New Materials Co., Ltd. has shown a significant increase in stock price, indicating positive market sentiment and potential investment opportunities [1] Company Overview - Huazheng New Materials, established on March 6, 2003, and listed on January 3, 2017, is located in Yuhang District, Hangzhou, Zhejiang Province [1] - The company specializes in the design, research and development, production, and sales of composite materials and products, including copper-clad laminates, insulation materials, and thermoplastic honeycomb panels [1] - The revenue composition is as follows: copper-clad laminates 77.57%, composite materials for transportation logistics 7.75%, thermal conductive materials 7.09%, functional composite materials 3.83%, and others 3.76% [1] Shareholder Information - A fund under China Merchants Fund, specifically the China Merchants Quantitative Selected Stock A (001917), has entered the top ten circulating shareholders of Huazheng New Materials, holding 933,200 shares, which is 0.66% of the circulating shares [2] - The fund has achieved a year-to-date return of 38.72% and a one-year return of 75.58% [2] Fund Performance - The fund manager of China Merchants Quantitative Selected Stock A is Wang Ping, who has a tenure of 15 years and 97 days, with a total asset scale of 16.687 billion [3] - The best return during Wang Ping's tenure is 272.34%, while the worst return is -70.61% [3] Fund Holdings - Another fund, the China Merchants CSI 2000 Enhanced Strategy ETF (159552), holds 35,200 shares of Huazheng New Materials, making it the third-largest holding in the fund [4] - This ETF has achieved a year-to-date return of 51.63% and a one-year return of 103.8% [4] Fund Manager Information - The fund manager of the China Merchants CSI 2000 Enhanced Strategy ETF is Deng Tong, with a tenure of 3 years and 305 days, managing assets totaling 10.902 billion [5] - The best return during Deng Tong's tenure is 71.39%, while the worst return is 0.8% [5]
隆扬电子股价涨5.35%,华夏基金旗下1只基金位居十大流通股东,持有38.37万股浮盈赚取149.64万元
Xin Lang Cai Jing· 2025-09-19 05:35
Group 1 - The core viewpoint of the news is that Longyang Electronics has seen a significant increase in stock price, with a rise of 5.35% to 76.75 CNY per share, and a trading volume of 1.05 billion CNY, indicating strong market interest [1] - Longyang Electronics, established on March 13, 2000, is located in Kunshan, Jiangsu Province, and specializes in the research, production, and sales of electromagnetic shielding materials and some insulating materials [1] - The company's main business revenue composition is as follows: electromagnetic shielding materials account for 83.12%, insulating materials 16.75%, and other supplementary materials 0.13% [1] Group 2 - Among the top circulating shareholders of Longyang Electronics, Huaxia Fund has a fund that entered the top ten shareholders, specifically Huaxia Core Growth Mixed A (012703), which holds 383,700 shares, representing 0.47% of circulating shares [2] - The Huaxia Core Growth Mixed A fund has achieved a year-to-date return of 24.31%, ranking 3,677 out of 8,172 in its category, and a one-year return of 60.36%, ranking 2,298 out of 7,980 [2] - The fund manager of Huaxia Core Growth Mixed A is Lv Jiawei, who has a tenure of 8 years and 42 days, with the fund's total asset size at 1.33 billion CNY [3]
这家老企业 靠创新不断“开新枝”
Si Chuan Ri Bao· 2025-09-14 22:25
Core Insights - Sichuan Dongcai Technology Group Co., Ltd. has accelerated its innovation and research and development, particularly in high-frequency and high-speed resin materials, which are crucial for AI server manufacturing, leading to a revenue growth of nearly 15% and a net profit increase of nearly 20% in the first half of 2025 [1] Group 1: Company Background - The company originated from the "State-owned Oriental Insulation Material Factory" established in 1966 and relocated to Sichuan during the third-line construction period, primarily supporting Dongfang Electric [3] - In 2005, the company was fully acquired by Guangzhou Gaojin Group, completing its transformation from a state-owned enterprise [3] Group 2: Innovation Strategy - The establishment of the Dongcai Research Institute in 2018 marked a significant shift in the company's focus on technology innovation, with leadership roles assigned to ensure the R&D department has a voice in the company's strategic decisions [4] - The research institute has become a key driver for the company's growth, allowing for the development of advanced electronic materials, which have become a major profit contributor [5] Group 3: Technological Advancements - Dongcai Technology has made significant advancements in high-frequency and high-speed resin materials, achieving a reduction in dielectric loss from 0.0050 to 0.0005, positioning the company as a global leader in this field [6] - The company's products are in high demand due to the rapid growth of the AI industry, with applications in major companies like NVIDIA and Huawei [6] Group 4: Research Environment - The company fosters a supportive research environment, which has led to a low turnover rate among its R&D team, currently consisting of over 80 members, with plans to double this number [7] - The company emphasizes long-term technological innovation, preparing for future market demands in the AI industry [7]
华正新材股价涨5.14%,大成基金旗下1只基金重仓,持有56.51万股浮盈赚取106.24万元
Xin Lang Cai Jing· 2025-09-11 03:23
Group 1 - The core viewpoint of the news is that Huazheng New Materials has seen a significant stock price increase of 5.14%, reaching 38.45 yuan per share, with a trading volume of 248 million yuan and a market capitalization of 5.46 billion yuan [1] - Huazheng New Materials, established on March 6, 2003, and listed on January 3, 2017, specializes in the design, research and development, production, and sales of composite materials and products, including copper-clad laminates, insulation materials, and thermoplastic honeycomb panels [1] - The main revenue composition of Huazheng New Materials includes copper-clad laminates at 77.57%, composite materials for transportation logistics at 7.75%, thermal conductive materials at 7.09%, functional composite materials at 3.83%, and others at 3.76% [1] Group 2 - The Dachen Zhongzheng 360 Internet+ Index A fund has entered the top ten circulating shareholders of Huazheng New Materials, holding 565,100 shares, which accounts for 0.4% of the circulating shares, resulting in an estimated floating profit of approximately 1.06 million yuan [2][4] - The Dachen Zhongzheng 360 Internet+ Index A fund, established on February 3, 2016, has a latest scale of 698 million yuan, with a year-to-date return of 31.49%, ranking 1114 out of 4222 in its category, and a one-year return of 83.4%, ranking 626 out of 3798 [2] - The fund manager of Dachen Zhongzheng 360 Internet+ Index A is Xia Gao, who has a cumulative tenure of 10 years and 283 days, with the fund's total asset size at 2.26 billion yuan and a best return of 207.9% during his tenure [3]
隆扬电子涨2.08%,成交额3.52亿元,主力资金净流入1659.78万元
Xin Lang Cai Jing· 2025-09-05 03:14
Core Viewpoint - Longyang Electronics has shown significant stock performance with a year-to-date increase of 272.05%, despite a recent decline of 19.69% over the past five trading days [1] Group 1: Stock Performance - As of September 5, Longyang Electronics' stock price reached 61.28 CNY per share, with a market capitalization of 17.373 billion CNY [1] - The stock has experienced a 21.03% increase over the past 20 days and a 189.60% increase over the past 60 days [1] - The company has appeared on the trading leaderboard 13 times this year, with the most recent appearance on September 1, where it recorded a net buy of 18.571 million CNY [1] Group 2: Financial Performance - For the first half of 2025, Longyang Electronics reported a revenue of 154 million CNY, representing a year-on-year growth of 18.98% [2] - The net profit attributable to the parent company for the same period was 54.558 million CNY, showing an impressive year-on-year increase of 81.78% [2] Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Longyang Electronics was 20,200, a decrease of 14.40% from the previous period [2] - The average number of circulating shares per shareholder increased by 16.82% to 4,056 shares [2] - The company has distributed a total of 354 million CNY in dividends since its A-share listing [3]
华正新材涨2.02%,成交额1.32亿元,主力资金净流出361.71万元
Xin Lang Cai Jing· 2025-08-28 03:04
Company Overview - Huazheng New Materials Co., Ltd. is located in Yuhang District, Hangzhou, Zhejiang Province, established on March 6, 2003, and listed on January 3, 2017. The company specializes in the design, research and development, production, and sales of composite materials and products, including copper-clad laminates, insulating materials, and thermoplastic honeycomb panels [1][2]. Financial Performance - For the first half of 2025, Huazheng New Materials achieved operating revenue of 2.095 billion yuan, representing a year-on-year growth of 7.88%. The net profit attributable to the parent company was 42.669 million yuan, showing a significant year-on-year increase of 327.86% [2]. - Since its A-share listing, the company has distributed a total of 203 million yuan in dividends, with 11.361 million yuan distributed over the past three years [3]. Stock Performance - As of August 28, the stock price of Huazheng New Materials increased by 2.02%, reaching 41.34 yuan per share, with a total market capitalization of 5.871 billion yuan. The stock has risen by 71.61% year-to-date, with a 5.06% increase over the last five trading days, 23.59% over the last 20 days, and 57.07% over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent occurrence on August 19 [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Huazheng New Materials was 23,700, an increase of 16.84% from the previous period. The average number of circulating shares per shareholder was 5,981, a decrease of 14.41% [2]. - Notable new institutional shareholders include招商量化精选股票发起式A (001917) as the fourth largest shareholder with 933,200 shares, and大成中证360互联网+指数A (002236) as the ninth largest shareholder with 565,100 shares [3].