10連板“20cm”漲停王誕生，人均暴賺300萬！
今日（7月22日）上緯新材再度漲停，實現10連板，刷新了A股“20cm”個股的連板紀錄，期間累計漲幅超500%，目前股價達48.19元/股，總市值194億元。
上緯新材短期內股價暴漲，其大小股東也賺翻了。截至今年一季末，上緯新材股東戶數共5142戶，按此測算人均賺超300萬。
近期上緯新材多次發佈股價嚴重異常波動公告提示風險。
7月22日，上緯新材再發異動公告提醒，公司市盈率顯著高於行業市盈率水平。請廣大投資者，注意投資風險，理性決策，審慎投資。
控股權變更
上緯新材此次引爆行情的轉折點出現在7月8日晚間，公司公告稱：
智元機器人旗下的持股平臺智元恆嶽及致遠新創合夥，擬通過協議轉讓與要約收購相結合的方式，收購公司控制權。
若交易完成，智元恆嶽將成爲控股股東，持股比例達24.99%，致遠新創合夥持股0.60%，合計29.99%。此外，智元恆嶽還計劃通過要約收購進一步增持37%股份，合計持股比例最高可達66.99%。實際控制人將由鄧泰華擔任，其爲智元機器人董事長兼CEO。
資料顯示，智元機器人是一家專注於通用人形機器人研發的企業，市場普遍將其視爲“人形機器人第一股”。由華爲前副總裁鄧泰華及“華爲天才少年”彭志輝創立，短短兩年融資9輪、估值150億元，股東陣容包括騰訊、京東、比亞迪、紅杉資本等一線資本。
有媒體此前援引投資人士分析，如果按照“借殼”上市來理解智元機器人成爲上緯新材控股股東，此前智元機器人經過十輪融資後的估值達到150億元，以上緯新材股價漲停前30億元的市值簡單相加智元機器人150億元的估值，那麼上緯新材的市值將接近200億元。不排除上緯新材可能會成爲今年科創板乃至A股最大的“妖股”。
營收淨利雙增長
上緯新材是一家傳統新材料公司，主營環保樹脂、新能源複合材料等。
2024年公司實現營收14.94億元，同比增長6.73%；歸屬於母公司的淨利潤8868.14萬元，同比增長25.01%。業績穩健但並不特別驚豔。
2025年一季度，公司營收、淨利潤繼續保持雙位數的增長。實現營收3.69億元，同比增長10.65%；歸屬於母公司的淨利潤爲2255.06萬元，同比增長22.26%。
資金方面，根據Wind數據，7月9日至21日，上緯新材連續9個交易日登上龍虎榜，儘管處於高位，依舊有資金源源不斷流入接力做多。
7月21日的榜單顯示，當日買入前五席位合計交易額爲1.63億元，賣出前五席位合計爲1.26億元。其中，華泰證券北京東三環北路以4600萬元的淨買入額位列買一席位，東亞前海證券上海分公司以3600萬元的淨賣出額佔據賣出席位首位。
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