Group 1 - The company plans to repurchase shares through centralized bidding, with a repurchase amount between 50 million and 100 million yuan, and a maximum repurchase price of 40.00 yuan per share, which is 27.59% higher than the current price of 31.35 yuan [1] - The company's stock price has increased by 35.12% year-to-date [1] - The repurchase is seen as a price stabilization measure, allowing the company to buy back its own shares from the market [1] Group 2 - As of September 30, the number of shareholders is 6,974, a decrease of 7.20%, while the average circulating shares per person increased by 7.92% to 36,467 shares [2] - For the period from January to September 2025, the company achieved operating revenue of 4.597 billion yuan, a year-on-year increase of 5.45%, and a net profit attributable to shareholders of 425 million yuan, a year-on-year increase of 43.64% [2] - The company has distributed a total of 5.11 billion yuan in dividends since its A-share listing [3]

对于本次认购的股份，辽宁翼元航空科技作出更长期限的锁定承诺：自本次发行定价基准日起，至本次 发行股份上市之日止的18个月内，承诺不减持本次认购的公司股份，并将严格遵守中国证券监督管理委 员会及深圳证券交易所的相关规定。这一18个月的锁定期是本次承诺中最长的时间维度，直接针对新增 股份的流通限制。 2025年12月23日，安徽德力日用玻璃股份有限公司（下称"德力股份"）发布公告称，公司当日召开第五 届董事会第十三次会议，审议通过2025年度向特定对象发行A股股票相关议案。本次发行的认购对象辽 宁翼元航空科技有限公司（下称"辽宁翼元航空科技"）已出具《关于特定期间不减持公司股票的承 诺》，就特定期间内不减持公司股票作出明确承诺，涵盖多个时间维度的锁定安排。 定价基准日前6个月无减持记录 公告显示，辽宁翼元航空科技明确承诺，在上市公司本次向特定对象发行A股股票定价基准日前6个月 内，不存在减持所持德力股份股票的情形。这一表述旨在说明其在发行筹备阶段未通过减持股份影响公 司股价稳定。 出具之日至发行完成后6个月内"零减持" 针对短期减持行为，辽宁翼元航空科技承诺，自本承诺函出具之日起至上市公司本次发行完成后6个月 内 ...

Core Insights - The company, Shengda Metal Resources Co., Ltd., held a specific object research meeting on December 23, 2025, attended by institutions including Fidelity International, Huafu Securities, and Heju Investment, discussing key topics such as mining operations, resource integration, expansion plans, and strategic planning [1][2] Mining Operations and Expansion - The focus of the research was on the mining production operations, with detailed explanations provided on cost control, production planning, and technological improvements at major mines [3] - Yindu Mining, the longest-operating mine, maintains strong profitability with the lowest silver production costs among the company's active mines. Although its licensed production capacity is 900,000 tons/year, the actual annual output is currently around 500,000 to 600,000 tons due to increased mining depth. As of November 30, 2023, proven resources include 20,912 tons of silver and 41,874 tons of zinc [3] - The company is working on integrating exploration rights with existing mining rights to expedite the acquisition of new mining licenses and commence mining operations [3] - Jinshan Mining's technological improvements have led to significant enhancements in silver and gold recovery rates, with plans to gradually increase capacity to 480,000 tons/year [3] - Honglin Mining's Caiyuzi copper-gold mine, currently in trial production, is expected to become a new growth point for gold and copper output due to its advantageous cost structure [4] Resource Integration and Exploration Progress - The company is making positive progress in resource reserves and integration, with the Dongsheng Mining Bayannur silver polymetallic mine project accelerating towards completion by 2026, expected to significantly boost silver production [5] - The resource reserves of the Jinshi Mining I copper-molybdenum mine have been confirmed, and the company is in the process of converting exploration rights to mining rights [5] - Deyun Mining, as a reserve mine, holds a mining right with a production capacity of 900,000 tons/year and is advancing further exploration and procedural work [5] Financial and Strategic Planning - Over the past three years (2022-2024), the company has distributed a total cash dividend of 120 million yuan, representing 40.03% of the average annual net profit [6] - The company plans to focus future acquisitions on high-quality primary mineral resources such as silver, gold, and copper, aiming for controlling stakes in mines with a service life of over 15 years [6] - The company emphasizes the importance of resource management and plans to enhance existing mining operations, increase exploration efforts, and accelerate resource development to ensure sustainable growth [6]

Core Viewpoint - The company, Guangdong Boying Special Welding Technology Co., Ltd., is focused on special equipment manufacturing, particularly in anti-corrosion and anti-wear welding equipment, with significant growth potential in various industrial sectors [2][9]. Group 1: Company Overview and Competitive Advantages - The company specializes in special equipment manufacturing, extending into industrial equipment, high-end structural components, and large equipment manufacturing [2]. - Key competitive advantages include deep technical barriers, experienced management, significant first-mover advantages, and high-quality customer resources [2]. - The company holds various certifications, including the national special equipment production license and international certifications such as ASME and EN [2]. Group 2: Market Opportunities - The company identifies strong market demand in waste incineration, coal-fired power generation, and chemical industries as growth drivers [2]. - The company is strategically positioning itself in the HRSG (Heat Recovery Steam Generator) and oil and gas composite pipe markets, with HRSG already having scalable production capacity [2]. Group 3: Global Expansion - The company has established three production bases domestically and internationally, with its Vietnam factory now operational and ongoing expansion in the Middle East oil and gas pipeline market [3]. Group 4: Technology and Applications - The company elaborated on its welding technologies, including MIG, TIG, and laser welding, highlighting their specific applications and advantages in various industrial contexts [4]. - Innovations such as digital pulse MIG high-frequency oscillation welding technology have positioned the company as a leader in welding quality [4]. Group 5: Oil and Gas Pipeline Market - The global oil and gas pipeline market is experiencing structural growth driven by increased natural gas demand, energy construction projects due to geopolitical conflicts, and the need for upgrading aging pipelines in Europe and the U.S. [5]. - The company plans to adopt a market-driven production strategy, ensuring stable commercial relationships with clients [5]. Group 6: HRSG Business Insights - The HRSG product production cycle is approximately six months, with a focus on components that have high value within the overall heat recovery boiler system [6]. - The company has established a competitive edge by covering major North American gas turbine suppliers and possessing extensive overseas experience [6]. Group 7: U.S. HRSG Demand Analysis - The U.S. HRSG market is currently in a growth phase, driven by structural increases in electricity demand from sectors like AI data centers and electric vehicle charging stations [8]. - The company's HRSG products align with the U.S. carbon neutrality goals, enhancing gas turbine efficiency and supporting the transition to cleaner energy [8]. Group 8: Summary and Outlook - As a globally recognized manufacturer of energy special equipment, the company is well-positioned for long-term growth due to its technological barriers, brand advantages, and scalable manufacturing capabilities [9]. - The advancement of HRSG and oil and gas composite pipe businesses is expected to further enhance growth potential and support sustained performance [9].

责任编辑：小浪快报 第1笔成交价格为103.00元，成交3.00万股，成交金额309.00万元，溢价率为-4.74%，买方营业部为东兴 证券股份有限公司成都都江堰市彩虹大道证券营业部，卖方营业部为中国国际金融股份有限公司深圳分 公司。 进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为309万元。该股近5个交易日累计下 跌2.59%，主力资金合计净流出1.56亿元。 12月23日，波长光电收涨5.04%，收盘价为108.13元，发生1笔大宗交易，合计成交量3万股，成交金额 309万元。 ...

第5笔成交价格为10.30元，成交19.60万股，成交金额201.88万元，溢价率为-9.01%，买方营业部为东方 证券股份有限公司北京学院路证券营业部，卖方营业部为红塔证券股份有限公司成都锦城大道证券营业 部。 进一步统计，近3个月内该股累计发生13笔大宗交易，合计成交金额为3197.87万元。该股近5个交易日 累计上涨1.98%，主力资金合计净流出591.99万元。 责任编辑：小浪快报 第3笔成交价格为10.30元，成交29.20万股，成交金额300.76万元，溢价率为-9.01%，买方营业部为中信 证券股份有限公司北京上地证券营业部，卖方营业部为红塔证券股份有限公司成都锦城大道证券营业 部。 第4笔成交价格为10.30元，成交19.60万股，成交金额201.88万元，溢价率为-9.01%，买方营业部为华泰 证券股份有限公司广州云城东路证券营业部，卖方营业部为红塔证券股份有限公司成都锦城大道证券营 业部。 12月23日，海能实业收跌0.96%，收盘价为11.32元，发生5笔大宗交易，合计成交量108.4万股，成交金 额1116.52万元。 第1笔成交价格为10.30元，成交20.00万股，成交金额206. ...

12月23日，腾亚精工收涨1.35%，收盘价为18.02元，发生1笔大宗交易，合计成交量20万股，成交金额 302.2万元。 第1笔成交价格为15.11元，成交20.00万股，成交金额302.20万元，溢价率为-16.15%，买方营业部为财 达证券股份有限公司石家庄长征街证券营业部，卖方营业部为东吴证券股份有限公司无锡和风路证券营 业部。 进一步统计，近3个月内该股累计发生8笔大宗交易，合计成交金额为4364.25万元。该股近5个交易日累 计下跌3.01%，主力资金合计净流出1653.72万元。 责任编辑：小浪快报 ...

Core Viewpoint - Nanfang Electric Power Technology Co., Ltd. (南网科技) has experienced a stock price decline of 2.02% on December 23, with a current price of 43.55 CNY per share and a total market capitalization of 24.593 billion CNY. The company has seen a year-to-date stock price increase of 36.84% [1] Financial Performance - For the period from January to September 2025, Nanfang Electric reported a revenue of 2.099 billion CNY, a year-on-year decrease of 0.51%, while the net profit attributable to shareholders was 287 million CNY, reflecting a year-on-year increase of 2.52% [2] - The company has distributed a total of 443 million CNY in dividends since its A-share listing, with 395 million CNY distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Nanfang Electric was 9,626, a decrease of 13.69% from the previous period. The average number of circulating shares per person increased by 15.86% to 23,727 shares [2] - The top ten circulating shareholders include various ETFs, with notable positions held by E Fund National Robot Industry ETF and Huaxia CSI Robot ETF, indicating a diversified institutional interest [3] Business Overview - Nanfang Electric specializes in clean energy technology and next-generation information technology, providing comprehensive solutions that include "technical services + smart devices." The main revenue sources are testing and commissioning services (31.99%), energy storage system technology services (23.42%), and smart distribution and power supply equipment (21.51%) [1]

英派斯所属申万行业为：轻工制造-文娱用品-娱乐用品。所属概念板块包括：基金重仓、增持回购、智 能眼镜、体育产业、小盘等。 截至9月30日，英派斯股东户数1.48万，较上期减少24.69%；人均流通股10016股，较上期增加32.78%。 2025年1月-9月，英派斯实现营业收入8.56亿元，同比减少4.53%；归母净利润5075.05万元，同比减少 41.88%。 12月23日，英派斯盘中下跌2.08%，截至14:28，报25.46元/股，成交1.00亿元，换手率2.64%，总市值 37.63亿元。 资金流向方面，主力资金净流入406.36万元，特大单买入357.50万元，占比3.56%，卖出899.72万元，占 比8.96%；大单买入3160.81万元，占比31.49%，卖出2212.23万元，占比22.04%。 英派斯今年以来股价涨13.94%，近5个交易日涨8.16%，近20日涨8.66%，近60日涨21.47%。 今年以来英派斯已经1次登上龙虎榜，最近一次登上龙虎榜为4月14日。 资料显示，青岛英派斯健康科技股份有限公司位于山东省青岛市崂山区秦岭路18号国展财富中心3号楼7 层，成立日期2004年6月 ...

截至9月30日，钢研高纳股东户数4.51万，较上期增加1.75%；人均流通股17023股，较上期减少1.67%。 2025年1月-9月，钢研高纳实现营业收入28.04亿元，同比增长10.69%；归母净利润1.25亿元，同比减少 46.97%。 12月23日，钢研高纳盘中下跌2.05%，截至14:24，报18.14元/股，成交5.86亿元，换手率4.14%，总市值 144.57亿元。 资金流向方面，主力资金净流出2481.79万元，特大单买入1989.20万元，占比3.39%，卖出2969.19万 元，占比5.07%；大单买入1.25亿元，占比21.33%，卖出1.40亿元，占比23.89%。 钢研高纳今年以来股价涨17.03%，近5个交易日跌3.15%，近20日涨12.67%，近60日涨13.87%。 资料显示，北京钢研高纳科技股份有限公司位于北京市海淀区大柳树南村19号，成立日期2002年11月8 日，上市日期2009年12月25日，公司主营业务涉及从事航空航天、电力、汽车、冶金、玻璃制造、核电 等工业材料中高温材料的研发、生产和销售,制造高温、耐热合金铸件设备。主营业务收入构成为：铸 造合金制品69.36 ...