齐鲁晚报.齐鲁壹点记者李殷婷 11月24日上午，2025年山东省国际贸易和投资顾问会议在济南顺利举办。本次会议以"汇聚全球工商智慧推动贸易创新发展"为主题，来自美国、德国、肯 尼亚等国家和地区的国际顾问及特邀代表齐聚一堂，围绕推动山东绿色低碳高质量发展、深化制度型开放、构建现代化产业体系等议题深入交流，为山东 打造高水平对外开放新高地建言献策。 当天下午，2025年山东省国际贸易和投资顾问齐鲁城市行活动正式启动。与会顾问启程赴临沂开展实地考察与经贸洽谈，深入了解临沂商贸物流发展新机 遇，推动更多国际合作项目落地山东。 顾问团一行抵达临沂商城，先后考察了中国国际食品城、中国(临沂)国际酒店用品商贸城及临沂商城集团展厅。作为全国闻名的"商贸名城"和"物流之 都"，临沂商城以其庞大的市场规模、完善的物流体系和数字化转型成果，给国际顾问们留下深刻印象。顾问们边走边看，边听边问，对临沂商贸产业的 集聚效应和国际化水平表示高度认可。 共话未来： 经贸洽谈会架设国际合作桥梁 25日上午，2025年山东省国际贸易和投资顾问齐鲁城市行临沂活动经贸推介洽谈会在临沂商城国际会客厅三楼会议室举行。山东省贸促会副会长贺忠军出 席并致辞 ...

Core Viewpoint - Haomei New Materials has experienced a significant stock price increase of 85.73% year-to-date, but has recently faced a decline in the last five trading days by 5.88% [2] Group 1: Stock Performance - As of November 14, Haomei New Materials' stock price is 39.03 CNY per share, with a market capitalization of 9.748 billion CNY [1] - The stock has seen a trading volume of 48.87 million CNY, with a turnover rate of 0.50% [1] - Year-to-date, the stock has been on the leaderboard once, with a net buy of 25.46 million CNY on April 8 [2] Group 2: Financial Performance - For the period from January to September 2025, Haomei New Materials reported a revenue of 5.582 billion CNY, reflecting a year-on-year growth of 15.40% [3] - The net profit attributable to shareholders for the same period was 143 million CNY, showing a year-on-year decrease of 16.68% [3] Group 3: Shareholder and Dividend Information - The number of shareholders as of September 30, 2025, is 12,000, an increase of 25.72% from the previous period [3] - The company has distributed a total of 181 million CNY in dividends since its A-share listing, with 99.33 million CNY distributed in the last three years [4] - The top circulating shareholder, Huaxia Industry Prosperity Mixed A, holds 2.2905 million shares, having decreased its holdings by 866,200 shares [4]

Core Viewpoint - Haomei New Materials has experienced a significant stock price increase of 88.49% year-to-date, despite recent fluctuations in trading performance [2] Company Performance - As of September 30, Haomei New Materials reported a revenue of 5.582 billion yuan, representing a year-on-year growth of 15.40%, while the net profit attributable to shareholders decreased by 16.68% to 143 million yuan [3] - The company has a market capitalization of 9.893 billion yuan, with a stock price of 39.61 yuan per share as of November 12 [1] Stock Trading Activity - The stock has seen a recent decline of 2.00% in intraday trading on November 12, with a trading volume of 47.862 million yuan and a turnover rate of 0.48% [1] - Over the past five trading days, the stock has increased by 5.21%, but it has decreased by 5.33% over the last 20 days and 10.99% over the last 60 days [2] Shareholder Information - The number of shareholders increased by 25.72% to 12,000 as of September 30, with an average of 20,743 shares held per shareholder, a decrease of 22.05% [3] - The company has distributed a total of 181 million yuan in dividends since its A-share listing, with 99.333 million yuan distributed in the last three years [4] Institutional Holdings - As of September 30, the fifth-largest circulating shareholder is Huaxia Industry Prosperity Mixed Fund, holding 2.2905 million shares, a decrease of 866,200 shares from the previous period [4] - Hong Kong Central Clearing Limited is a new shareholder, holding 1.4877 million shares [4]

Core Insights - The Wuxi Market Supervision Administration conducted a quality inspection of aluminum alloy profiles in 2025, revealing a non-compliance rate of 5% from a total of 20 batches tested, with 1 batch failing the quality standards [3]. Group 1: Quality Inspection Results - A total of 20 batches of aluminum alloy profiles were sampled, with 1 batch found to be non-compliant, resulting in a non-compliance rate of 5% [3]. - The inspection was part of the annual quality supervision efforts by the Wuxi Market Supervision Administration [3]. Group 2: Consumer Guidance - Consumers are advised to check product labels, wall thickness, and appearance to assess quality when purchasing aluminum alloy profiles [4]. - It is recommended to buy from reputable markets and well-known brands to avoid safety hazards [5]. - Consumers should request third-party inspection reports for aluminum alloy building profiles before purchase [6]. Group 3: Usage Recommendations - When selecting aluminum alloy profiles, consider the usage environment and choose appropriate surface treatment and structure [7]. - Prior to use, visually inspect the profiles for defects such as peeling, cracks, or dents, as the protective layer is crucial for corrosion resistance throughout the product's lifecycle [7].

Core Viewpoint - Nanshan Aluminum's subsidiary, Advanced Aluminum Technology Co., focuses on the production and sales of aluminum alloy profiles, with stable overall operating conditions [2] Group 1: Company Operations - The subsidiary's operational scale and personnel configuration are aligned with its business development stage and market demand [2] - The company will assess global market dynamics and its strategic layout for any potential capacity expansion plans, with timely disclosures if there are relevant developments [2]

Core Viewpoint - The recent quality supervision inspection in Nanjing revealed that all 10 batches of aluminum alloy profiles tested were found to be compliant with quality standards, indicating a positive trend in product quality within the industry [3]. Group 1: Inspection Results - The inspection covered 10 batches of aluminum alloy profiles, with no non-compliant products identified [3]. - Specific products tested included solar frame aluminum alloy profiles and various types of architectural aluminum profiles, all of which passed the quality checks [3]. - The manufacturers involved in the inspection included companies such as Nanjing Hongfa Nonferrous Metal Manufacturing Co., Ltd. and Jiangsu Weiye Aluminum Co., Ltd., among others, all of which produced compliant products [3].

Group 1 - The core point of the news is that Haomei New Materials experienced a decline of 5.01% in stock price, closing at 43.83 yuan per share, with a trading volume of 113 million yuan and a turnover rate of 0.99%, resulting in a total market capitalization of 11.173 billion yuan [1] - Haomei New Materials, established on August 20, 2004, and listed on May 18, 2020, is located in the High-tech Industrial Development Zone of Qingyuan City, Guangdong Province. The company specializes in the research, design, production, and sales of aluminum alloy profiles and system doors and windows [1] - The revenue composition of Haomei New Materials includes: 37.99% from industrial aluminum profiles, 26.84% from automotive lightweight aluminum profiles, 26.29% from construction aluminum profiles, 8.46% from system doors and windows sales, and 0.42% from other sources [1] Group 2 - Among the top ten circulating shareholders of Haomei New Materials, Huaxia Fund has a fund that reduced its holdings by 1.5773 million shares in the second quarter, now holding 3.1568 million shares, which accounts for 1.24% of the circulating shares. The estimated floating loss today is approximately 7.2921 million yuan [2] - The Huaxia Industry Prosperity Mixed Fund (003567), managed by fund manager Zhong Shuai, was established on February 4, 2017, with a latest scale of 7.261 billion yuan. Year-to-date returns are 50.49%, ranking 838 out of 8246 in its category; the one-year return is 102.65%, ranking 446 out of 8054; and since inception, the return is 361.87% [2]

Company Overview - Guangdong Haomei New Materials Co., Ltd. is located in Qingyuan City, Guangdong Province, and was established on August 20, 2004. The company went public on May 18, 2020. Its main business involves the research, design, production, and sales of aluminum alloy profiles and system doors and windows [2] - The revenue composition of Haomei New Materials includes: 37.99% from industrial aluminum profiles, 26.84% from automotive lightweight aluminum profiles, 26.29% from construction aluminum profiles, 8.46% from system door and window sales, and 0.42% from other sources [2] Financial Performance - For the first half of 2025, Haomei New Materials achieved operating revenue of 3.585 billion yuan, representing a year-on-year growth of 14.86%. However, the net profit attributable to the parent company was 91.745 million yuan, a decrease of 25.74% year-on-year [2] - Since its A-share listing, Haomei New Materials has distributed a total of 181 million yuan in dividends, with 99.333 million yuan distributed over the past three years [3] Stock Performance - As of September 12, Haomei New Materials' stock price was 46.01 yuan per share, with a market capitalization of 11.728 billion yuan. The stock has increased by 118.95% year-to-date, with a 7.00% increase over the last five trading days, an 8.20% decrease over the last 20 days, and a 26.37% increase over the last 60 days [1] - The stock has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on April 8, where it recorded a net purchase of 25.463 million yuan [1] Shareholder Information - As of June 30, 2025, the number of shareholders of Haomei New Materials was 9,574, a decrease of 38.01% from the previous period. The average circulating shares per person increased by 65.81% to 26,611 shares [2] - Among the top ten circulating shareholders, Huaxia Industry Prosperity Mixed Fund (003567) ranked as the fourth largest shareholder, holding 3.1568 million shares, a decrease of 1.5773 million shares compared to the previous period [3]

Group 1 - The core point of the news is that Haomei New Materials has experienced a decline in stock price, dropping 5.16% to 41.50 CNY per share, with a total market capitalization of 10.579 billion CNY [1] - Haomei New Materials has seen a cumulative decline of 3.46% over the past three days, indicating a downward trend in its stock performance [1] - The company specializes in the research, design, production, and sales of aluminum alloy profiles and system windows, with its main business revenue composition being: industrial aluminum profiles 37.99%, automotive lightweight aluminum profiles 26.84%, construction aluminum profiles 26.29%, system window sales 8.46%, and others 0.42% [1] Group 2 - Among the top ten circulating shareholders of Haomei New Materials, Huaxia Fund's Huaxia Industry Prosperity Mixed Fund (003567) reduced its holdings by 1.5773 million shares in the second quarter, now holding 3.1568 million shares, which accounts for 1.24% of the circulating shares [2] - The fund has incurred a floating loss of approximately 7.1343 million CNY today, with a total floating loss of 4.9561 million CNY during the three-day decline [2] - Huaxia Industry Prosperity Mixed Fund has achieved a return of 40.01% this year, ranking 934 out of 8190 in its category, and a return of 86.03% over the past year, ranking 532 out of 7966 [2]

Group 1 - The company reported a revenue of 766 million yuan, a slight decrease of 0.43% year-on-year, and a net profit attributable to shareholders of 31.42 million yuan, down 0.81% year-on-year [1] - The company's non-recurring net profit was 28.67 million yuan, an increase of 8.36% year-on-year, indicating strong operational resilience amid industry demand fluctuations [1] - The core aluminum alloy profile business maintained stable demand during the real estate adjustment period, supported by brand advantages and differentiated product strategies [1] Group 2 - The company reduced management expenses by 1.3963 million yuan compared to the same period last year, and the gross profit margin for aluminum profiles increased by 2.93 percentage points, improving operational efficiency [1] - In the photovoltaic business, six fully automated extrusion production lines were put into operation, stabilizing the gross profit margin despite price reductions [1] - The company strategically divested non-core trading businesses and focused resources on core operations, acquiring a 38.38% stake in Senfu Rui to extend into the non-destructive testing equipment sector [2]