10月9日，海利得盘中上涨2.13%，截至13:01，报6.23元/股，成交9484.91万元，换手率1.78%，总市值 72.41亿元。 机构持仓方面，截止2025年6月30日，海利得十大流通股东中，香港中央结算有限公司位居第三大流通 股东，持股2118.19万股，相比上期增加1062.93万股。招商量化精选股票发起式A（001917）位居第五 大流通股东，持股1447.74万股，为新进股东。交银趋势混合A（519702）位居第九大流通股东，持股 779.08万股，为新进股东。 资金流向方面，主力资金净流入221.08万元，特大单买入136.97万元，占比1.44%，卖出374.84万元，占 比3.95%；大单买入1980.34万元，占比20.88%，卖出1521.39万元，占比16.04%。 责任编辑：小浪快报 海利得今年以来股价涨51.40%，近5个交易日涨3.83%，近20日涨2.13%，近60日涨12.66%。 截至9月19日，海利得股东户数3.50万，较上期减少2.78%；人均流通股24715股，较上期增加2.86%。 2025年1月-6月，海利得实现营业收入29.21亿元，同比增长1.55%；归 ...

9月22日，海利得跌0.33%，截至发稿，报6.04元/股，成交1.10亿元，换手率2.11%，总市值70.20亿元。 海利得股价已经连续7天下跌，区间累计跌幅5.03%。 资料显示，浙江海利得新材料股份有限公司位于浙江省海宁市马桥镇经编产业园区新民路18号，成立日 期2001年5月21日，上市日期2008年1月23日，公司主营业务涉及涤纶工业长丝、灯箱布、PVC膜、土工 布的研究开发、生产、销售,以及网布的研究开发和生产。主营业务收入构成为：涤纶工业长丝 50.24%，轮胎帘子布21.25%，灯箱广告材料8.61%，聚酯切片6.67%，PVC膜5.31%，石塑地板4.33%， 产业用布材料2.32%，其他0.80%，酒店服务0.33%，高性能纤维0.14%。 从基金十大重仓股角度 华夏中证2000ETF（562660）基金经理为鲁亚运、陈国峰。 数据显示，华夏基金旗下1只基金重仓海利得。华夏中证2000ETF（562660）二季度持有股数11.95万 股，占基金净值比例为0.32%，位居第十大重仓股。根据测算，今日浮亏损失约2390元。连续7天下跌 期间浮亏损失3.82万元。 华夏中证2000ETF（562 ...

Core Insights - The company held an online investor meeting on September 1, 2025, with 30 institutions to discuss its operational performance, business structure, and future strategic direction [1] Financial Performance and Business Structure - In the first half of 2025, the company achieved a revenue of 2.921 billion yuan, a year-on-year increase of 1.55% [1] - The net profit attributable to shareholders was 296 million yuan, reflecting a significant year-on-year growth of 56.16% [1] - The non-recurring net profit reached 345 million yuan, up 84.88% year-on-year [1] - The net cash flow from operating activities was 447.4 million yuan, showing a remarkable increase of 183.43% [1] - The core products, polyester industrial filament and tire cord fabric, contributed 71.49% of total revenue, indicating enhanced competitive advantages through improved product margins [1] Business Strategy and Product Development - The company's main business, polyester (PET) materials, accounts for over 70% of its operations, while polyvinyl chloride (PVC) materials are used in plastic materials, stone-plastic flooring, and film sectors [2] - The company is focused on optimizing product structure, enhancing differentiation strategies, and targeting high-end customers and high-performance material research [2] Operational Highlights - The Vietnam factory reported a net profit of 125 million yuan in the first half of the year, a substantial increase of 197%, operating at full capacity [3] - Product prices for American customers rose significantly due to US-China tariffs but are expected to stabilize as global trade policies normalize [3] - Capital expenditures will primarily support the Vietnam tire cord fabric project and polyester projects over the next three years [3] - New material developments include mass production of PPS fiber materials and sample submissions of PEEK and LCP fibers to various industry clients [3] - The company aims to transition traditional product lines while fostering new growth areas and enhancing innovation capabilities [3] Incentives and Investment Strategy - The company has clear performance targets and internal assessment mechanisms, with a focus on incentivizing the R&D technical team for innovation [3] - Current investment strategies involve seeking high-quality upstream and downstream resources that align with the research institute's strategic goals, while maintaining a cautious approach to mergers and acquisitions [3]

Financial Performance - The company achieved a revenue of 2.921 billion CNY in the first half of 2025, representing a year-on-year growth of 1.55% [3] - Net profit attributable to shareholders reached 296 million CNY, a significant increase of 56.16% [3] - Deducting non-recurring gains and losses, the net profit was 345 million CNY, up by 84.88% [3] - The net cash flow from operating activities was 447.4 million CNY, showing a remarkable growth of 183.43% [3] - The core products, polyester industrial filament and tire cord fabric, contributed 71.49% of total revenue [3] Business Strategy - The company focuses on three main business areas: polyester industrial filament, plastic materials, and tire cord fabric [3] - It aims to optimize its customer structure, targeting mid-to-high-end clients to provide high-quality products and services [3] - The company is committed to product structure optimization and differentiation strategies, with over 70% of its main business in polyester (PET) materials [3] Future Outlook - The company plans to enhance its R&D investment in high-performance materials and strengthen its core technology capabilities [3] - Capital expenditures in the next three years will focus on expanding overseas production capacity and developing new material products [4] - The company is advancing projects in new materials, including PPS fiber materials, which have already achieved mass production [4] Market Dynamics - The Vietnam factory reported a net profit of 125 million CNY in the first half of 2025, reflecting a year-on-year growth of 197% [3] - The company anticipates a rational price adjustment in the U.S. market due to the impact of global trade policies [3] Corporate Governance - The company has established clear performance targets and internal assessment mechanisms for its research institute [4] - It emphasizes cautious investment and acquisition strategies, focusing on core business and knowledge system development [4]