| | 公告日期 | 2024-11-22 | 异常期间 | 无 | | | | --- | --- | --- | --- | --- | --- | --- | | | 柏星龙(833075) 连续竞价 14130197.0 （股） | | 成交数量 | | 成交金额（万 元） | 51900.68 | | | 当日收盘价涨幅达到20%的前5只股票 涉及事项 | | | | | | | 买/卖 | 营业部或交易单元名称 | | | | 买入金额（元） | 卖出金额（元） | | 买1 | 申港证券股份有限公司陕西分公司 | | | | 10598008.64 | 0 | | 买2 | 海通证券股份有限公司北京亮马桥路营业部 | | | | 9756864.13 | 0 | | 买3 | 东吴证券股份有限公司苏州西北街二部营业部 | | | | 9728353.18 | 61836.6 | | 买4 | 国投证券股份有限公司西安朱雀大街证券营业部 | | | | 9422400 | 0 | | 买5 | 华泰证券股份有限公司上海武定路证券营业部 | | | | 7771884.04 | 2233884.88 ...

| | 公告日期 2024-11-22 | 异常期间 | 无 | | | | --- | --- | --- | --- | --- | --- | | | 柏星龙(833075) 连续竞价 | 成交数量 （股） | 14130197.0 | 成交金额（万 元） | 51900.68 | | | 涉及事项 当日价格振幅达到30%的前5只股票 | | | | | | 买/卖 | 营业部或交易单元名称 | | | 买入金额（元） | 卖出金额（元） | | 买1 | 申港证券股份有限公司陕西分公司 | | | 10598008.64 | 0 | | 买2 | 海通证券股份有限公司北京亮马桥路营业部 | | | 9756864.13 | 0 | | 买3 | 东吴证券股份有限公司苏州西北街二部营业部 | | | 9728353.18 | 61836.6 | | 买4 | 国投证券股份有限公司西安朱雀大街证券营业部 | | | 9422400 | 0 | | 买5 | 华泰证券股份有限公司上海武定路证券营业部 | | | 7771884.04 | 2233884.88 | | 卖1 | 国泰君安证券股份有限公司北京知 ...

| 日期 | 代码 | 简称 | 成交数量（股） | 成交金额（万元） | 披露原因 | | --- | --- | --- | --- | --- | --- | | 2024-11- | | | | | 异常期间涨跌幅偏离值累计 | | 22 | 838262 | 太湖雪 | 18426506.0 | 45341.65 | 达到72.75% | | 2024-11- | | | | | 异常期间涨跌幅偏离值累计 | | 22 | 872351 | 华光源海 | 27573979.0 | 38557.78 | 达到59.54% | | 2024-11- | 832651 | 天罡股份 | 11412534.0 | 33321.12 | 异常期间涨跌幅偏离值累计 | | 22 | | | | | 达到45.78% | | 2024-11- | | | | | 异常期间涨跌幅偏离值累计 | | 22 | 871245 | 威博液压 | 12570205.0 | 29591.69 | 达到42.60% | | 2024-11- | | | | | 异常期间涨跌幅偏离值累计 | | 22 | 833075 | 柏星 ...

Investment Rating - The report maintains a "Buy" rating for the company [1]. Core Insights - The company has demonstrated significant growth in revenue and net profit for the third quarter of 2024, with a year-on-year revenue increase of 33.5% and a net profit increase of 37.7% [1][3]. - The company's creative design capabilities have been internationally recognized, winning multiple awards at the 2024 Pentawards, enhancing its brand value and competitive advantage in high-end packaging design [2]. - The company has optimized its expense structure, with a decrease in the expense ratio by 1.5 percentage points year-on-year, indicating efficient cost management [3]. - The company has a strong order backlog, with contract liabilities increasing by 43.5% quarter-on-quarter, reflecting robust customer demand [3]. - The completion of the main construction of the smart manufacturing project is expected to significantly enhance production capacity and efficiency, supporting future revenue growth [3]. Financial Summary - For the first three quarters of 2024, the company achieved a revenue of 450 million yuan, a year-on-year increase of 22.4%, and a net profit of 38.79 million yuan, up 29.5% year-on-year [1]. - The projected net profits for 2024, 2025, and 2026 are 50.3 million yuan, 66.2 million yuan, and 87.0 million yuan respectively, with a compound annual growth rate (CAGR) of 23.6% [4]. - The company's price-to-earnings (PE) ratio is projected to decrease from 35 in 2024 to 20 in 2026, indicating potential for valuation improvement [4][5].

Investment Rating - The investment rating for the company is "Outperform" (Maintain) [1][3]. Core Views - The company reported a revenue of 450 million yuan for Q1-Q3 2024, representing a year-on-year increase of 22.4%, and a net profit attributable to the parent company of 38.79 million yuan, up 29.46% year-on-year [3]. - The company maintains its profit forecast for 2024-2026, expecting net profits of 57 million yuan, 71 million yuan, and 86 million yuan for the respective years, with corresponding EPS of 0.87, 1.10, and 1.32 yuan per share, leading to a PE ratio of 23.4, 18.5, and 15.4 times [3]. - The company is actively expanding collaborations in various sectors, including cultural tourism and food, and has established strategic partnerships with companies like Longyue Cultural Tourism and Three Squirrels [4]. Financial Performance - For 2024, the company expects to achieve a revenue of 613 million yuan, with a year-on-year growth rate of 14.0%, and a net profit of 57 million yuan, corresponding to a net profit margin of 9.2% [6]. - The company has been recognized for its creative design capabilities, winning multiple awards at the Pentawards, which enhances its brand image and market position [5]. - The company's total assets are projected to reach 671 million yuan by 2024, with a total liability of 239 million yuan, indicating a healthy balance sheet [7].

| | 公告日期 无 | 2024-10-31 | 异常期间 | | | | | --- | --- | --- | --- | --- | --- | --- | | | 柏星龙(833075) | 连续竞价 | 成交数量 （股） | 10851396.0 | 成交金额（万 元） | 26358.96 | | | 涉及事项 当日换手率达到20%的前5只股票 | | | | | | | 买/卖 | 营业部或交易单元名称 | | | | 买入金额（元） | 卖出金额（元） | | 买1 | 中信建投证券股份有限公司广州珠江新城证券营业部 | | | | 7334357.6 | 0 | | 买2 | 国信证券股份有限公司北京分公司 | | | | 4250857.35 | 454999.71 | | 买3 | 国信证券股份有限公司深圳红岭中路证券营业部 | | | | 3881731.51 | 321163.08 | | 买4 | 海通证券股份有限公司宁波解放北路营业部 | | | | 3029977.39 | 0 | | 买5 | 国信证券股份有限公司深圳互联网分公司 | | | | 2990843.28 | ...

| 日期 | 代码 | 简称 | 成交数量（股） | 成交金额（万元） | 披露原因 | | --- | --- | --- | --- | --- | --- | | 2024-10- | | | | | 异常期间涨跌幅偏离值累计 | | 31 | 830964 | 润农节水 | 75116340.0 | 89507.99 | 达到72.72% | | 2024-10- | | 华密新材 | | | 异常期间涨跌幅偏离值累计 | | 31 | 836247 | | 35845852.0 | 107185.48 | 达到43.84% | | 2024-10- | | | | | 异常期间涨跌幅偏离值累计 | | 31 | 831396 | 许昌智能 | 76895363.0 | 70597.11 | 达到42.96% | | 2024-10- | | | | | 异常期间涨跌幅偏离值累计 | | 31 | 839946 | 华阳变速 | 115188658.0 | 110843.73 | 达到40.91% | | 2024-10- | 873223 | 荣亿精密 | 28240423.0 | 36392.88 ...

| 日期 | 代码 | 简称 | 成交数量（股） | 成交金额（万元） | 披露原因 | | --- | --- | --- | --- | --- | --- | | 2024-10- | 832000 | 安徽凤凰 | 24126536.0 | 40469.66 | 异常期间涨跌幅偏离值累计 | | 30 | | | | | 达到67.61% | | 2024-10- | 870204 | 沪江材料 | 31729667.0 | 67880.87 | 异常期间涨跌幅偏离值累计 | | 30 | | | | | 达到67.55% | | 2024-10- | 873223 | 荣亿精密 | 42594651.0 | 47270.81 | 异常期间涨跌幅偏离值累计 | | 30 | | | | | 达到67.50% | | 2024-10- | 836717 | 瑞星股份 | 28931459.0 | 29537.95 | 异常期间涨跌幅偏离值累计 | | 30 | | | | | 达到47.50% | | 2024-10- | 837212 | 智新电子 | 25924840.0 | 45333.71 | ...

| | 公告日期 2024-10-30 | 异常期间 | 无 | | | | --- | --- | --- | --- | --- | --- | | | 柏星龙(833075) 连续竞价 | 成交数量 （股） | 15399139.0 | 成交金额（万 元） | 45160.44 | | | 涉及事项 当日价格振幅达到30%的前5只股票 | | | | | | 买/卖 | 营业部或交易单元名称 | | | 买入金额（元） | 卖出金额（元） | | 买1 | 国信证券股份有限公司深圳泰然九路证券营业部 | | | 6366822.2 | 169201 | | 买2 | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | | | 6332831.72 | 4593891.97 | | 买3 | 东方财富证券股份有限公司拉萨东环路第一证券营业部 | | | 6122224.76 | 1295953.86 | | 买4 | 国泰君安证券股份有限公司甘肃兰州福利西路营业部 | | | 6098876.76 | 0 | | 买5 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | | | 5128500.8 ...