汇添富成长焦点混合（519068）成立日期2007年3月12日，最新规模34.93亿。今年以来收益12.42%，同 类排名4843/8209；近一年收益8.62%，同类排名5354/8129；成立以来收益332.76%。 汇添富成长焦点混合（519068）基金经理为陈潇扬。 11月24日，泛亚微透涨5.09%，截至发稿，报69.99元/股，成交7956.43万元，换手率1.29%，总市值 63.69亿元。 资料显示，江苏泛亚微透科技股份有限公司位于江苏省常州市武进区礼嘉镇前漕路8号，成立日期1995 年11月8日，上市日期2020年10月16日，公司主营业务涉及膨体聚四氟乙烯膜(ePTFE)等微观多孔材料及 其改性衍生产品、密封件、挡水膜的研发、生产及销售。主营业务收入构成为：ePTFE微透产品 35.76%，CMD14.94%，密封件13.74%，气凝胶11.07%，气体管理产品9.18%，吸隔声产品6.63%，挡水 膜5.01%，线束2.98%，其他0.69%。 从泛亚微透十大流通股东角度 数据显示，汇添富基金旗下1只基金位居泛亚微透十大流通股东。汇添富成长焦点混合（519068）三季 度增持11.77万 ...

Company Overview - Pan-Asia Micro-Porous Technology Co., Ltd. is located in Changzhou, Jiangsu Province, China, and was established on November 8, 1995. The company was listed on October 16, 2020. Its main business involves the research, production, and sales of expanded polytetrafluoroethylene (ePTFE) membranes and other micro-porous materials and their modified derivatives, seals, and water-blocking membranes [1]. Financial Performance - For the first half of 2025, Pan-Asia Micro-Porous achieved operating revenue of 284 million yuan, representing a year-on-year growth of 25.65%. The net profit attributable to the parent company was 54.43 million yuan, reflecting a year-on-year increase of 27.57% [2]. - Since its A-share listing, the company has distributed a total of 112 million yuan in dividends, with 77 million yuan distributed over the past three years [3]. Stock Performance - As of October 21, the stock price of Pan-Asia Micro-Porous increased by 2.16%, reaching 78.48 yuan per share, with a total market capitalization of 7.142 billion yuan. The stock has risen 238.73% year-to-date [1]. - In the last five trading days, the stock price increased by 4.61%, while it decreased by 1.08% over the past 20 days and increased by 43.29% over the past 60 days [1]. Shareholder Information - As of June 30, the number of shareholders of Pan-Asia Micro-Porous was 4,125, an increase of 8.44% compared to the previous period. The average number of circulating shares per person was 22,060, up by 19.88% [2]. - Among the top ten circulating shareholders, Huatai-PineBridge Growth Focus Mixed Fund (519068) is the seventh largest shareholder, holding 1.2096 million shares as a new shareholder [3]. Industry Context - Pan-Asia Micro-Porous operates within the basic chemical industry, specifically in the plastic and membrane materials sector. The company is associated with several concept sectors, including automotive parts, new energy vehicles, consumer electronics, and notable companies like CATL and Huawei [2].

Core Insights - Pan-Asia Micro-Porous Technology Co., Ltd. (泛亚微透) experienced a stock price increase of 5.23% on September 17, reaching 83.45 CNY per share, with a trading volume of 166 million CNY and a turnover rate of 2.22%, resulting in a total market capitalization of 7.594 billion CNY [1] Company Overview - The company, established on November 8, 1995, and listed on October 16, 2020, is located in Changzhou, Jiangsu Province, China. Its main business involves the research, production, and sales of expanded polytetrafluoroethylene (ePTFE) membranes and other micro-porous materials, modified derivatives, seals, and water-blocking membranes [1] - The revenue composition of the company includes: ePTFE micro-porous products (35.76%), CMD (14.94%), seals (13.74%), aerogels (11.07%), gas management products (9.18%), sound insulation products (6.63%), water-blocking membranes (5.01%), wiring harnesses (2.98%), and others (0.69%) [1] Shareholder Insights - The top circulating shareholder of Pan-Asia Micro-Porous is a fund under Huatai-PineBridge, specifically the Huatai-PineBridge Growth Focus Mixed Fund (汇添富成长焦点混合, 519068), which entered the top ten circulating shareholders in the second quarter with 1.2096 million shares, accounting for 1.33% of circulating shares. The estimated floating profit for today is approximately 5.0198 million CNY [2][4] - The Huatai-PineBridge Growth Focus Mixed Fund was established on March 12, 2007, with a current scale of 2.851 billion CNY. Year-to-date returns are 18.88%, ranking 4465 out of 8172 in its category, while the one-year return is 30.02%, ranking 5243 out of 7980. Since inception, the fund has achieved a return of 357.65% [2] Fund Management - The fund manager of Huatai-PineBridge Growth Focus Mixed Fund is Chen Xiaoyang, who has been in the position for 3 years and 262 days. The total asset scale of the fund is 2.851 billion CNY, with the best fund return during his tenure being -32.63% and the worst also being -32.63% [3]

Group 1 - The core viewpoint of the news highlights the stock performance and financial metrics of Pan-Asia Micro Porous Technology Co., Ltd, indicating a significant increase in stock price and trading activity [1][2] - As of August 22, the stock price of Pan-Asia Micro Porous fell by 2.04% to 67.60 CNY per share, with a total market capitalization of 6.152 billion CNY [1] - The company has seen a year-to-date stock price increase of 191.77%, with a 4.81% rise over the last five trading days, 22.69% over the last 20 days, and 65.91% over the last 60 days [1] Group 2 - As of March 31, the number of shareholders for Pan-Asia Micro Porous increased by 7.06% to 3,804, while the average circulating shares per person decreased by 6.60% to 18,401 shares [2] - For the first quarter of 2025, the company reported a revenue of 131 million CNY, reflecting a year-on-year growth of 26.60% [2] - Since its A-share listing, Pan-Asia Micro Porous has distributed a total of 112 million CNY in dividends, with 77 million CNY distributed over the past three years [2]

Core Viewpoint - Jiangsu Panyam Micro透 Technology Co., Ltd. plans to raise approximately 110 million yuan through a simplified procedure for a private placement to fund the intelligent manufacturing upgrade of its Condensation Management Device (CMD) products [1][4] Group 1: Company Overview - Panyam Micro透 specializes in the research, production, and sales of micro-porous materials and their modified derivatives, including ePTFE membranes and SiO2 aerogels [2] - The company has a strong focus on innovation and has developed core business products such as ePTFE micro透 products, CMD, and gas management products [2][3] Group 2: CMD Product Insights - The CMD product utilizes ePTFE membrane and desiccant technology to address fogging issues in automotive lighting, significantly reducing manufacturing processes and costs while enhancing efficiency [3] - CMD products are fully domestically sourced, representing a significant innovation in the field [3] - The market demand for CMD products is expected to grow due to the acceleration of automotive electrification and intelligence, as well as the product's application in various sectors [3][4] Group 3: Financial Performance - In 2024, Panyam Micro透 achieved a revenue of 515 million yuan, a year-on-year increase of 25.39%, and a net profit of 102 million yuan, up 17.93% [4] - CMD product sales revenue has increased over 650% from 2021 to 2023, with its share of main business revenue rising from 2.12% in 2021 to 12.36% in 2023 [3]