Approaching the threshold for stake disclosure, heavily invested in PCB concept stocks! A review of well-known savvy individual investors' newly entered stocks in Q3

As listed companies' third-quarter reports are gradually disclosed, the latest third-quarter shareholding trends of several well-known seasoned individual investors have also been made public. Among them, Fang Wenyan bought two PCB concept stocks, with relatively large market values of holdings. Specifically, Fang Wenyan newly became the second-largest shareholder of Huazheng New Material, holding 7.7747 million shares, or 4.96%, close to the 5% stake disclosure threshold. Based on Huazheng New Material's stock price at the end of the third quarter, the market value of the holdings was approximately 1.653 billion yuan. In terms of performance, Huazheng New Material achieved operating revenue of 5.61 billion yuan in the first three quarters, up 75.54% year on year; net profit attributable to the parent company was 800 million yuan, up 1,177.71% year on year. Among this, the third quarter achieved operating revenue of 2.65 billion yuan, up 140.77% year on year; net profit attributable to the parent company was 627 million yuan, up 3,044.6% year on year. The performance growth was mainly due to an increase in the unit price and sales volume of copper-clad laminates. Huazheng New Material's main product, copper-clad laminate, is the basic material for making printed circuit boards. Fang Wenyan also newly became the eighth-largest shareholder of Kexiang Co., Ltd., holding 7.1016 million shares, or 1.63%. Based on Kexiang Co., Ltd.'s stock price at the end of the third quarter, the market value of the holdings was approximately 655 million yuan. In terms of performance, Kexiang Co., Ltd.'s net profit in the first three quarters was 244 million yuan, turning profitable year on year. Kexiang Co., Ltd.'s semi-annual report shows that the company has been deeply engaged in the PCB industry for more than 20 years and is a high-tech enterprise engaged in the research and development, production, and sales of high-density printed circuit boards. In addition, Xu Kaidong newly became the tenth-largest shareholder of Beijing Culture, holding 3.7354 million shares, or 0.52%. Zou Hanshu newly became the eighth-largest shareholder of Huawei Technology, holding 1.7628 million shares, or 0.65%; and newly became the ninth-largest shareholder of Shenghui Integration, holding 310,000 shares, or 0.31%.