晶华新材所属申万行业为：基础化工-化学制品-胶黏剂及胶带。所属概念板块包括：光学、灵巧手、电 子皮肤、折叠屏、年度强势等。 截至9月30日，晶华新材股东户数1.41万，较上期增加14.06%；人均流通股18412股，较上期减少 12.33%。2025年1月-9月，晶华新材实现营业收入15.08亿元，同比增长11.00%；归母净利润6407.27万 元，同比减少4.36%。 分红方面，晶华新材A股上市后累计派现9684.81万元。近三年，累计派现5256.13万元。 机构持仓方面，截止2025年9月30日，晶华新材十大流通股东中，工银圆兴混合（009076）位居第九大 流通股东，持股250.00万股，为新进股东。 11月5日，晶华新材盘中上涨2.03%，截至09:52，报29.19元/股，成交5125.78万元，换手率0.68%，总市 值84.54亿元。 资金流向方面，主力资金净流入97.05万元，特大单买入306.72万元，占比5.98%，卖出0.00元，占比 0.00%；大单买入831.27万元，占比16.22%，卖出1040.95万元，占比20.31%。 晶华新材今年以来股价涨226.11%，近5个交易日 ...

工银圆兴混合（009076）成立日期2020年4月23日，最新规模37.32亿。今年以来收益43.78%，同类排名 1500/8150；近一年收益48.97%，同类排名1126/8043；成立以来收益73.48%。 11月4日，晶华新材跌5.06%，截至发稿，报28.15元/股，成交1.44亿元，换手率1.92%，总市值81.52亿 元。 资料显示，上海晶华胶粘新材料股份有限公司位于上海市松江区新桥镇千帆路237弄8号楼1702、1703和 1704室，成立日期2006年4月19日，上市日期2017年10月20日，公司主营业务涉及为工业企业、手机厂 商、动力电池厂商、屏显厂商等客户提供胶黏材料、胶粘剂等产品。 从晶华新材十大流通股东角度 数据显示，工银瑞信基金旗下1只基金位居晶华新材十大流通股东。工银圆兴混合（009076）三季度新 进十大流通股东，持有股数250万股，占流通股的比例为0.97%。根据测算，今日浮亏损失约375万元。 工银行业优选混合A（014466）成立日期2022年7月4日，最新规模3970.32万。今年以来收益34.83%， 同类排名2419/8150；近一年收益31.74%，同类排名2 ...

Core Viewpoint - Jinghua New Materials is a leading enterprise in the adhesive materials industry, with strong market competitiveness and a focus on various sectors including AI smartphones and semiconductors [1] Financial Performance - For Q3 2025, Jinghua New Materials reported revenue of 1.508 billion yuan, ranking 4th in the industry, with the top competitor, Yongguan New Materials, generating 5.003 billion yuan [2] - The net profit for the same period was 65.87 million yuan, also ranking 4th, with the industry leader, Jujiao Co., achieving a net profit of 141 million yuan [2] Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 46.06%, lower than the industry average of 48.98%, indicating good solvency [3] - The gross profit margin was 16.83%, higher than the industry average of 13.88%, reflecting strong profitability [3] Management Compensation - The chairman, Zhou Xiaonan, received a salary of 1.3722 million yuan in 2024, an increase of 22,000 yuan from 2023 [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 14.06% to 14,100, while the average number of shares held per shareholder decreased by 12.33% to 18,400 [5] - The company has established Beijing Jingzhi Intelligent New Materials Co., focusing on multi-modal flexible tactile sensors for various applications, including robotics and healthcare [5] Capacity Expansion - Jinghua New Materials is planning a new production capacity of 1 billion square meters of new adhesive materials and 100,000 tons of biodegradable paper-based materials, with the first phase expected to be completed by the end of 2024 [5] Future Profit Projections - The company is projected to achieve net profits of 82 million yuan, 121 million yuan, and 159 million yuan for 2025, 2026, and 2027, respectively, with year-on-year growth rates of 23%, 47%, and 32% [5]

Group 1 - The core viewpoint of the news is that Jinghua New Materials has experienced significant stock price fluctuations, with a year-to-date increase of 260.63% but a recent decline of 6.41% over the past five trading days [1] - As of October 14, the stock price of Jinghua New Materials was reported at 32.28 yuan per share, with a total market capitalization of 9.348 billion yuan [1] - The company has seen a net inflow of main funds amounting to 3.7428 million yuan, with large orders contributing to a significant portion of the trading volume [1] Group 2 - For the first half of 2025, Jinghua New Materials achieved operating revenue of 947 million yuan, representing a year-on-year growth of 10.53%, while the net profit attributable to shareholders decreased by 7.30% to 37.6744 million yuan [2] - The number of shareholders as of June 30 was 12,300, a decrease of 49.18% from the previous period, while the average circulating shares per person increased by 96.79% to 21,002 shares [2] - Since its A-share listing, Jinghua New Materials has distributed a total of 96.8481 million yuan in dividends, with 52.5613 million yuan distributed over the past three years [3]