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知名牛散爆买近1700万股！成这家A股公司第二大股东_我的网站

一 |     　　随着A股半年报的陆续披露，各路资金的动向也逐渐浮出水面。    

    Night view of Guangzhou's CBD in South China's Guangdong Province Photo: VCG
The monumental full length reportage Ballet of Commerce: The Epic of Guangdong's Foreign Trade by famous writer He Jianming is set to make its debut at the Southern China Book Fair from August 27 to 31 in Guangzhou, South China's Guangdong Province.
Published by the Guangdong Education Publishing House, the book is the first of its kind to offer a panoramic account of Guangdong's millennium of trade and will be presented as a special offering for 2026's APEC "China Year," Xu Xiaofeng, an editor with the publishing house, told the Global Times on Monday. 
China will host the 33rd APEC Economic Leaders' Meeting in Shenzhen, Guangdong in November. It will be China's third time hosting the event, following Shanghai in 2001 and Beijing in 2014. 
He, a former vice chairman of the China Writers Association and recipient of the Lifetime Achievement Award for Chinese Reportage Literature in 2023, told the Global Times on Monday that as the world watches the evolving trade relationship between China and the US, there is a growing need for a book that can help Western readers gain a deeper understanding of China's trading culture and how Chinese people have conducted business throughout history. 
Guangdong marks the starting point of China's thousand-year maritime trade with the world. Through its foreign trade trajectory, the book reflects China's broader trade evolution, the enduring values of the Chinese spirit in the modern era, and the distinctive civilizational traits that have shaped China's rise, He noted.  
Guangdong is both the birthplace of the ancient Maritime Silk Road and a pioneer of China's reform and opening-up. As a vital artery of commercial exchange between China and the rest of the world, the Maritime Silk Road has witnessed the evolution and transformation of the Chinese economy over the centuries. 
During the Sui (581-618) and Tang (618-907) dynasties, silk was among the main goods transported along the route, earning it the name "Silk Road." During the Song (960-1279) and Yuan (1279-1368) dynasties, porcelain became a major export commodity, leading the route to be known as the "Porcelain Road." By the Ming (1368-1644) and Qing (1644-1911) dynasties, tea had emerged as a sought-after Chinese export in Europe, giving rise to yet another name - the "Tea Road," according to a report by the Counselor's Office of the Guangdong Provincial People's Government.
    He Jianming talks about his new book on August 10. Photo: Wu Jie/GT
Mutual benefit
Guangdong, China's largest foreign trade province, accounts for about one-fifth of the country's total trade and imports. As a major manufacturing hub with deep and extensive industrial chains, it creates significant demand for production factors, the Xinhua News Agency reported.
In the first half of this year, Guangdong's foreign trade reached 5.49 trillion yuan ($810 billion), surpassing the 5-trillion-yuan mark for the first time in the same period on record. The figure represented a year-on-year increase of 20.8 percent and accounted for 21.6 percent of China's total foreign trade. The province contributed an additional 944.71 billion yuan in trade volume, accounting for 25.6 percent of the country's foreign trade growth, according to official statistics released in July. 
Having interviewed over 100 enterprises and institutions, He said that the book revisits the enduring legacy of the Maritime Silk Road, highlighting the exchanges between China and the West and the fusion of diverse civilizations. 
"At the heart of Chinese business culture is the belief that 'harmony is the most valuable.' Rooted in traditional Chinese culture, this philosophy emphasizes cooperation and mutual benefit. Rather than viewing strength as a means to overpower others, Chinese merchants have traditionally embraced the idea that prosperity should be shared. When one grows stronger, others can benefit and achieve success together. This aspect of Chinese commercial culture remains unfamiliar to many in the Western world," said the 70-year-old writer.
Wang Yuanlin, a professor at the School of Humanities Guangzhou University, told the Nanfang Plus (a Guangdong-based news platform) that mutually beneficial and fair foreign trade policies, together with Guangdong merchants' long-standing tradition of integrity and win-win cooperation, have been key factors behind the province's enduring success in foreign trade.
    Ballet of Commerce: The Epic of Guangdong's Foreign Trade by He Jianming Photo: Courtesy of Xu Xiaofeng
Elegant business
The author said that the choice of "ballet" in the book's title reflects the idea that Chinese business practices have developed into an art form - one characterized by balance and elegance.
"I want the Western world to understand that when the Industrial Revolution was just beginning and the Renaissance was sweeping across Europe, Chinese people had already mastered the art of commerce," He said. 
Through conversations with entrepreneurs ranging from grassroots business founders to prominent corporate leaders such as Dong Mingzhu, chairperson of Gree Electric Appliances, He chronicles Guangdong's transformation from a millennia-old trading hub into a global industrial powerhouse. 
"Just imagine: Employees at a private company can step into a space capsule after lunch and take a nap in their own private sleeping quarters. With a company like that, how could it not succeed?" he said. 
From the exchange of handcrafted goods in the agricultural era to today's trade in high-tech products such as semiconductors and drones, Chinese people have developed a business culture centered on the principle that "harmony is most valuable" over thousands of years of commercial exchange. 
This cultural tradition has become a key in driving the continued growth of trade in Guangdong and across China, He added. 
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　　8月22日，世名科技（300522）、众合科技（000925）发布2026年半年报，刘鑫新进两家公司前十大股东名单。　　其中，刘鑫持有世名科技股票600万股，持股比例为1.86%，持股市值约8892万元（以公司股票截至8月21日的收盘价估算，下同）。　　期末，他持有众合科技股票1698.91万股，持股比例为2.51%，高居公司第二大股东，持股市值约1.38亿元。

二 | 　　上半年，世名科技实现营业收入3.25亿元，净利润为148.91万元。　　世名科技主要从事纳米着色材料（色浆）、功能性纳米分散体、电子化学品及智能调色系统等产品的研发、生产及销售。公司旗下辽宁盘锦基地主要生产电子级碳氢树脂、特种UV单体、润滑油添加剂等高端精细化工产品，用于5G高速覆铜板、PCB干膜、UV油墨等高端电子制造及新材料领域。

三 | 　　盘面上，世名科技股价曾在6月中下旬大幅拉升，此后又在7月中下旬大幅回落。　　众合科技主营涉及空天地立体交通场景、半导体以及大健康等领域。

四 | 其中，公司半导体板块以“半导体单晶硅材料”为核心，业务核心载体之浙江海纳半导体主要产品包括3—8英寸直拉单晶硅锭、半导体级抛光片、研磨片，并提供晶圆再生服务等。　　报告期内，众合科技实现营业收入8.85亿元，亏损1627.04万元。此前，公司股价也曾剧烈波动。　　此外，瑞华泰（688323）2026年半年报显示，截至报告期末，刘鑫持股428.89万股，较第一季度末减少339.67万股。（文章来源：证券时报）。

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