1. Investor Sentiment Reflected in Major Fund Holdings

Recent fourth‑quarter performance reports from three prominent Shenzhen‑listed asset‑management vehicles—Dongxing Digital Economy Mixed Fund, Industrial Bank Technology Innovation Mixed Fund, and Hua’an Shenzhen A‑Share Growth Fund—all list Hubei Feilihua Quartz Glass Co. Ltd. among their top ten holdings. The repeated inclusion of Feilihua across diversified, high‑growth funds signals a consensus view that the company’s niche product portfolio and sustained exposure to high‑growth industrial segments underpin a resilient earnings trajectory.

2. Corporate Profile and Market Position

Founded in 1966, Feilihua has evolved from a local quartz manufacturer into a global supplier of a broad spectrum of quartz and sapphire products. Its catalogue spans quartz ingots, tubes, fibers, synthetic substrates, and high‑purity alumina—commodities that feed critical sectors such as aerospace, semiconductor fabrication, photovoltaic cells, and fiber‑optic communications. The company’s product breadth aligns closely with the “TMT” and “advanced manufacturing” themes that the aforementioned funds prioritize.

With a market capitalization of 48.51 billion CNY, Feilihua trades at a close price of 92.85 CNY (2026‑01‑25). The stock has delivered an impressive 52‑week high of 113.05 CNY on 2025‑12‑23, while its lowest point in the same span was 34.97 CNY on 2025‑02‑17. Despite its high price‑earnings ratio of 116.95, the company’s valuation reflects investors’ expectation of continued demand for its specialty quartz products, especially as semiconductor and renewable‑energy capacities expand.

3. Fund‑Level Evidence of Growth Momentum

Each fund’s management notes a high‑stock‑holding ratio and a focus on “high‑growth” or “advanced manufacturing” sectors. Feilihua’s presence in the core of these portfolios underscores the asset‑management industry’s confidence in its continued contribution to the supply chains of aerospace, semiconductors, and renewable‑energy technologies.

4. Forward‑Looking Outlook

The convergence of Feilihua’s robust product pipeline and its strategic alignment with the high‑growth segments that fund managers target suggests that the company is well placed to capture expanding industrial demand. The company’s high price‑earnings ratio indicates that investors are already pricing in significant growth, but the continued inclusion in diversified growth funds implies that the upside potential may yet be undervalued.

For market participants looking for exposure to a company operating at the intersection of advanced materials and critical technology sectors, Feilihua presents a compelling case study of how niche expertise can be leveraged within a diversified portfolio strategy.