10月10日，华海诚科涨5.06%，截至发稿，报127.63元/股，成交4.20亿元，换手率6.58%，总市值102.99 亿元。华海诚科股价已经连续3天上涨，区间累计涨幅10.74%。 截至发稿，邓心怡累计任职时间3年98天，现任基金资产总规模20.09亿元，任职期间最佳基金回报 59.45%， 任职期间最差基金回报-16%。 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。 责任编辑：小浪快报 数据显示，诺安基金旗下1只基金重仓华海诚科。诺安研究优选混合A（008185）二季度持有股数3.53万 股，占基金净值比例为4.09%，位居第九大重仓股。根据测算，今日浮盈赚取约21.68万元。连续3天上 涨期间浮盈赚取41.53万元。 诺安研究优选混合A（008185）成立日期2020年5月9日，最新规模7128.57万。今年以来收益88.14%， 同类排名158/8166；近一年收益60.86%，同类排名734/8014；成立以来收益39.64%。 诺安研究优选混合A（008 ...

9月20日，第十届世界人造板大会在临沂召开，大会以"全链共振 提质焕新"为主题，由中国林产工 业协会和临沂市人民政府共同主办，汇聚全球行业精英，共同探讨人造板产业高质量发展路径。临沂也 明确了下一步发展方向：推动高端板材和绿色智能家居产业"强链、延链、固链、补链"，全力打造中国 最大的无醛板生产基地、北方最大的整装家居生产基地，加快实现从"板材之都"向"木业之都"的跨越。 此外，临沂还有供给有力的要素支撑，包括规划面积广阔的产业园区、低于平均水平的集中供热成 本、百万熟练工人以及超过200亿元的产业年授信规模。通过实行"链长制"和打造"欢迎光临·沂事无 忧"服务品牌，临沂为企业提供了近悦远来的营商环境。 大会期间，《中国人造板产业报告2025》正式发布，数据显示，截至2024年底，全国保有人造板生 产企业8600余家，较上年减少14.9%，但合计生产能力增长8.41%，达到3.62亿立方米/年，呈现出"企业 数量减少、产能集中度提升"的特征。整体来看，2024年中国人造板产量同比增长3.9%，消费量增长 3.5%，过去十年消费量年均增速为2.8%。国际贸易方面呈现积极态势，出口实现量价齐升，出口量同 比增长2 ...

华润元大安鑫灵活配置混合A（000273）基金经理为李武群、洪潇。 截至发稿，李武群累计任职时间9年162天，现任基金资产总规模1.76亿元，任职期间最佳基金回报 101.67%， 任职期间最差基金回报-33.82%。 洪潇累计任职时间99天，现任基金资产总规模647.77万元，任职期间最佳基金回报13.19%， 任职期间 最差基金回报13.01%。 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。 9月26日，华海诚科跌5.02%，截至发稿，报111.37元/股，成交4.11亿元，换手率6.82%，总市值89.87亿 元。 资料显示，江苏华海诚科新材料股份有限公司位于江苏省连云港市经济技术开发区东方大道66号，成立 日期2010年12月17日，上市日期2023年4月4日，公司主营业务涉及研发生产销售用于半导体器件、特种 器件、集成电路及稀土永磁无铁芯电机、LED支架等电子封装材料产品。主营业务收入构成为：环氧塑 封材料92.80%，胶黏剂6.23%，其他0.98%。 从基 ...

Core Viewpoint - The article highlights the significant role of private enterprises in Hunan Province's economy, emphasizing the support provided by Postal Savings Bank to address financing challenges and promote growth [1][2]. Group 1: Private Enterprises in Hunan - As of the end of 2024, there are 7.35 million private enterprises in Hunan, which are crucial for employment, market prosperity, and improving livelihoods [1]. - The Postal Savings Bank of Hunan has a loan balance of nearly 87 billion yuan for the private economy, serving approximately 130,000 private enterprises [1]. Group 2: Financial Support and Innovation - A specific intelligent technology company received over 70 million yuan in funding from Postal Savings Bank, enabling it to focus on research and development and scale up operations [2]. - The bank provided a 10 million yuan "Science and Technology Credit Loan" and additional credit of 60 million yuan to help a company expand production amid increasing orders [3]. - The bank's customized financial services are designed to assist enterprises in understanding and utilizing government policies and subsidies effectively [3][4]. Group 3: Case Studies of Beneficiary Companies - A high-tech optical company in Changde has invested 3% of its sales revenue in R&D and achieved an order volume of 160 million yuan in the first quarter of the year [4]. - The bank has developed innovative evaluation systems focusing on R&D capabilities and patent numbers to address funding challenges for tech enterprises [4]. - A new materials company in Shaoyang, recognized as a "little giant" enterprise, received 1.6 million yuan in loans to support its initial operations and has since expanded its credit to 16 million yuan [5][6]. Group 4: Future Outlook - The bank aims to continue supporting private enterprises, enhancing their growth and development through financial services, and contributing to the overall economic vitality of Hunan Province [6].

Core Viewpoint - Huahai Chengke's stock price has seen a significant increase, reflecting strong market interest and potential growth in the semiconductor and electronic packaging materials sector [1][2]. Group 1: Company Overview - Huahai Chengke New Materials Co., Ltd. is located in Lianyungang, Jiangsu Province, and was established on December 17, 2010. The company went public on April 4, 2023 [1]. - The main business involves the research, production, and sales of electronic packaging materials for semiconductor devices, special devices, integrated circuits, rare earth permanent magnet motors, and LED brackets. The revenue composition is as follows: epoxy encapsulation materials 92.80%, adhesives 6.23%, and others 0.98% [1]. Group 2: Stock Performance - As of September 24, Huahai Chengke's stock price rose by 5.09% to 115.00 CNY per share, with a trading volume of 397 million CNY and a turnover rate of 6.79%. The total market capitalization is 9.28 billion CNY. The stock has increased for six consecutive days, with a cumulative increase of 15.65% during this period [1]. Group 3: Fund Holdings - Jin Xin Fund has a significant holding in Huahai Chengke, with its Jin Xin Minchang Mixed A Fund (005412) holding 29,300 shares, accounting for 3.45% of the fund's net value, ranking as the tenth largest holding. The estimated floating profit today is approximately 163,100 CNY, with a total floating profit of 433,700 CNY during the six-day increase [2]. - Jin Xin Minchang Mixed A Fund was established on May 21, 2020, with a current scale of 36.47 million CNY. Year-to-date returns are 35.06%, ranking 2323 out of 8173 in its category, while the one-year return is 32.01%, ranking 4859 out of 7996. Since inception, the fund has achieved a return of 67.97% [2].

9月18日，华海诚科涨5.77%，截至发稿，报100.60元/股，成交2.56亿元，换手率4.97%，总市值81.18亿 元。 资料显示，江苏华海诚科新材料股份有限公司位于江苏省连云港市经济技术开发区东方大道66号，成立 日期2010年12月17日，上市日期2023年4月4日，公司主营业务涉及研发生产销售用于半导体器件、特种 器件、集成电路及稀土永磁无铁芯电机、LED支架等电子封装材料产品。主营业务收入构成为：环氧塑 封材料92.80%，胶黏剂6.23%，其他0.98%。 从基金十大重仓股角度 数据显示，金信基金旗下1只基金重仓华海诚科。金信民长混合A（005412）二季度持有股数2.93万股， 占基金净值比例为3.45%，位居第十大重仓股。根据测算，今日浮盈赚取约16.08万元。 金信民长混合A（005412）成立日期2020年5月21日，最新规模3647.16万。今年以来收益32.98%，同类 排名2552/8172；近一年收益29.05%，同类排名5391/7980；成立以来收益65.39%。 金信民长混合A（005412）基金经理为刘尚、谭智汨。 截至发稿，刘尚累计任职时间27天，现任基金资产总规模1 ...

Group 1 - The core viewpoint of the news highlights the recent stock performance of Matsui Group, showing a year-to-date increase of 41.69% but a decline of 10.22% in the last five trading days and 10.42% in the last twenty days [2] - Matsui Group specializes in high-end consumer electronics and automotive sectors, providing systematic solutions such as coatings and specialty inks, with revenue composition being 90.98% from coatings, 4.97% from inks, and 4.05% from adhesives and others [2] - As of June 30, the number of shareholders increased by 5.03% to 3,175, while the average circulating shares per person decreased by 4.79% to 35,192 shares [2] Group 2 - The company has distributed a total of 1.31 billion yuan in dividends since its A-share listing, with 75.17 million yuan distributed over the past three years [3] - As of September 16, the stock price was reported at 39.55 yuan per share, with a market capitalization of 6.187 billion yuan [1] - The net inflow of main funds was 1.8128 million yuan, with significant buying and selling activities recorded [1]

9月12日，华海诚科涨5.24%，截至发稿，报98.90元/股，成交3.21亿元，换手率6.45%，总市值79.81亿 元。 截至发稿，邓心怡累计任职时间3年70天，现任基金资产总规模20.09亿元，任职期间最佳基金回报 35.52%， 任职期间最差基金回报-16%。 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。 责任编辑：小浪快报 数据显示，诺安基金旗下1只基金重仓华海诚科。诺安研究优选混合A（008185）二季度持有股数3.53万 股，占基金净值比例为4.09%，位居第九大重仓股。根据测算，今日浮盈赚取约17.35万元。 诺安研究优选混合A（008185）成立日期2020年5月9日，最新规模7128.57万。今年以来收益40.7%，同 类排名1396/8174；近一年收益43.11%，同类排名3712/7981；成立以来收益4.43%。 诺安研究优选混合A（008185）基金经理为邓心怡。 资料显示，江苏华海诚科新材料股份有限公司位于江苏省连云港市经济技术开发区东方 ...

金信民长混合A（005412）基金经理为刘尚、谭智汨。 截至发稿，刘尚累计任职时间21天，现任基金资产总规模1.13亿元，任职期间最佳基金回报-3.12%， 任 职期间最差基金回报-3.95%。 谭智汨累计任职时间156天，现任基金资产总规模1.42亿元，任职期间最佳基金回报47.62%， 任职期间 最差基金回报8.39%。 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。 9月12日，华海诚科涨5.24%，截至发稿，报98.90元/股，成交3.21亿元，换手率6.45%，总市值79.81亿 元。 资料显示，江苏华海诚科新材料股份有限公司位于江苏省连云港市经济技术开发区东方大道66号，成立 日期2010年12月17日，上市日期2023年4月4日，公司主营业务涉及研发生产销售用于半导体器件、特种 器件、集成电路及稀土永磁无铁芯电机、LED支架等电子封装材料产品。主营业务收入构成为：环氧塑 封材料92.80%，胶黏剂6.23%，其他0.98%。 从基金十大重仓股角度 数据显示， ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [8]. Core Views - The company reported a revenue of 350 million yuan for the first half of 2025, representing a year-on-year increase of 7.5%, while the net profit attributable to shareholders was 12 million yuan, down 69.8% year-on-year [2][5]. - In Q2 2025, the company achieved a revenue of 190 million yuan, which is a 3.3% increase year-on-year and a 27.0% increase quarter-on-quarter. The net profit attributable to shareholders for the same period was 8 million yuan, down 70.4% year-on-year but up 122.7% quarter-on-quarter [2][5]. Summary by Sections Company Overview - The company focuses on high-end consumer electronics and passenger vehicles, providing a range of systematic solutions including coatings, inks, and adhesives through its proprietary "interactive" R&D and "customized flexible manufacturing" model [10]. Financial Performance - In Q2 2025, the company generated 130 million yuan in revenue from the high-end consumer electronics sector, a year-on-year decrease of 17.8% but a quarter-on-quarter increase of 16.4%. The passenger vehicle sector saw a revenue increase of 136.0% year-on-year and 57.7% quarter-on-quarter, reaching 60 million yuan [10]. - The ink business experienced a revenue growth of 107.2% year-on-year in the first half of 2025 [10]. Market Position and Future Outlook - The company is positioned as a leading domestic high-end 3C coating manufacturer and is actively expanding into the automotive coating market, benefiting from the rapid development of new energy vehicles. It is expected to achieve net profits of 70 million, 120 million, and 200 million yuan for the years 2025, 2026, and 2027 respectively [10].