Core Viewpoint - The recent surge in stocks related to the "horse" concept reflects a speculative trend driven by emotions, with significant risks involved. Long-term stock prices are expected to revert to their intrinsic value, and investors may miss out on genuinely promising assets by chasing such themes [3][9][10]. Group 1: Stock Performance - Since July, 29 stocks with "horse" in their names have shown a notable increase, with an average rise of 59.85% year-to-date, significantly outperforming the A-share market's average increase of 33.51% [4][5]. - Seven stocks have more than doubled in value this year, with Jinma Amusement leading at a 267% increase [5][6]. - In July alone, Jinma Amusement saw a rise of over 90%, while several other "horse" stocks also experienced substantial gains [5][6]. Group 2: Market Dynamics - The market capitalization of "horse" related stocks ranges from 3.5 billion to 37.6 billion yuan, with 13 companies exceeding 10 billion yuan in market value [6]. - Despite the impressive stock performance, many of these companies have reported declining revenues or losses, indicating a disparity in the underlying business fundamentals [6][7]. Group 3: Speculative Behavior - The phenomenon of "zodiac stock" speculation is characterized by irrational market behavior and information asymmetry, leading to a bubble-like environment where prices deviate from fundamental values [9][10]. - The rise of social media and financial self-media has amplified the emotional contagion effect, making simplistic narratives like "buying horse stocks in the year of the horse" more prevalent [10][11].

Growth - Yian Technology reported a net profit of 19.03 million yuan in Q3, a year-on-year increase of 10,957% [1] - Hwa Woo Co. achieved a net profit of 24.32 million yuan in Q3, up 4,202% year-on-year [1] - Zhuoyi Information's Q3 net profit reached 17.48 million yuan, reflecting a year-on-year growth of 2,074.65% [1] - Jingrui Electric Materials reported a net profit of 58.61 million yuan in Q3, marking a 938.99% increase year-on-year [1] - Hemei Group's Q3 net profit was 61.75 million yuan, up 706.3% year-on-year [1] - Kelin Electric's Q3 net profit was 56.52 million yuan, a year-on-year increase of 705.48% [1] - Hualu Biological's Q3 net profit reached 70.03 million yuan, reflecting a 619.37% year-on-year growth [1] - Triangle Defense reported a net profit of 105 million yuan in Q3, up 466.32% year-on-year [1] - New Meixing achieved a Q3 net profit of 38.44 million yuan, a year-on-year increase of 357.83% [1] - Hailanxin's Q3 net profit was 5.67 million yuan, reflecting a 342.12% year-on-year growth [1] - Zhenlei Technology reported a net profit of 38.64 million yuan in Q3, up 337.49% year-on-year [1] - Tovey Information's Q3 net profit reached 26.04 million yuan, a year-on-year increase of 239.19% [1] - Wanma Co. reported a net profit of 161 million yuan in Q3, reflecting a 227.70% year-on-year growth [1] - Juhua Co. achieved a Q3 net profit of 1.197 billion yuan, up 186.55% year-on-year [1] - Baofeng Energy reported a net profit of 3.232 billion yuan in Q3, marking a 162.34% increase year-on-year [1] - Sanfu Co. achieved a Q3 net profit of 25.68 million yuan, reflecting a 162.25% year-on-year growth [1] - Chuling Information's Q3 net profit was 248.72 million yuan, up 123.93% year-on-year [1] - Fujilai reported a net profit of 30.32 million yuan in Q3, a year-on-year increase of 113.62% [1] - San Sheng Guojian achieved a Q3 net profit of 209 million yuan, reflecting a 101.41% year-on-year growth [1] - Tianchen Medical reported a net profit of 23.73 million yuan in Q3, up 70.74% year-on-year [1] - Oke Yi's Q3 net profit was 50.35 million yuan, reflecting a 69.31% year-on-year growth [1] - Dingtai High-tech reported a net profit of 123 million yuan in Q3, up 47.05% year-on-year [1] - Yiwei Lithium Energy achieved a Q3 net profit of 1.211 billion yuan, reflecting a 15.13% year-on-year growth [1] - Anpeilong reported a net profit of 30.99 million yuan in Q3, up 14.09% year-on-year [1] - Shengtun Mining's Q3 net profit was 649 million yuan, reflecting an 11.32% year-on-year growth [1] - COSCO Shipping Special reported a net profit of 504 million yuan in Q3, up 6.62% year-on-year [1] - Deep Technology achieved a Q3 net profit of 41.45 million yuan, reflecting a 2.8% year-on-year growth [1] Decline and Loss - Qiaqia Food reported a Q3 net profit of 79.36 million yuan, a year-on-year decrease of 72.58% [2] - Ningbo Jingda's Q3 net profit was 10.83 million yuan, down 65.14% year-on-year [2] - Nanhua Futures reported a Q3 net profit of 120 million yuan, reflecting a year-on-year decline of 6.21% [2] - Zhongwen Online reported a Q3 net loss of 294 million yuan [2] - Tuolisi reported a Q3 net loss of 86.45 million yuan [2] - Taiping Bird reported a Q3 net loss of 49.45 million yuan [2] - COFCO Technology reported a Q3 net loss of 28.06 million yuan [2]

智通财经APP讯，万马股份(002276.SZ)发布2025年三季度报告，前三季度，公司实现营业收入141.09亿 元，同比增长8.36%。归属于上市公司股东的净利润4.12亿元，同比增长61.57%。归属于上市公司股东 的扣除非经常性损益的净利润3.71亿元，同比增长75.44%。 ...

人民财讯10月23日电，万马股份（002276）10月23日披露2025年三季度报告，公司第三季度实现营业收 入48.37亿元，同比增长7.93%；归母净利润1.61亿元，同比增长227.7%。前三季度实现营业收入141.09 亿元，同比增长8.36%；归母净利润4.12亿元，同比增长61.57%。 ...

Core Viewpoint - Wanma Co., Ltd. reported a revenue of 14.109 billion yuan for the first three quarters of 2025, reflecting a year-on-year growth of 8.36% and a net profit attributable to shareholders of 412 million yuan, which represents a significant year-on-year increase of 61.57% with basic earnings per share at 0.4090 yuan [1] Financial Performance - The company achieved a revenue of 14.109 billion yuan in the first three quarters of 2025, marking an 8.36% increase compared to the previous year [1] - The net profit attributable to shareholders reached 412 million yuan, showing a substantial growth of 61.57% year-on-year [1] - Basic earnings per share were reported at 0.4090 yuan [1]

| 证券代码：002276 | 证券简称：万马股份 | 公告编号：2025-058 | | --- | --- | --- | | 债券代码：149590 | 万马 债券简称：21 01 | | 浙江万马股份有限公司 第六届监事会第二十四次会议决议公告 本公司及监事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 一、监事会会议召开情况 浙江万马股份有限公司第六届监事会第二十四次会议于 2025 年 10 月 23 日以通讯 表决方式召开，会议由王婵娟女士主持。本次监事会会议通知已于 2025 年 10 月 17 日 发出。会议应到监事 3 名，实到 3 名。本次会议的召开符合《公司法》等法律、行政 法规、部门规章、规范性文件和《公司章程》的有关规定。 会议以 3 票同意，0 票反对，0 票弃权，审议通过《2025 年第三季度报告》。 经审核，监事会认为董事会编制和审议浙江万马股份有限公司 2025 年第三季度报 告的程序符合法律、行政法规及中国证监会的规定，报告内容真实、准确、完整地反 映了上市公司的实际情况，不存在任何虚假记载、误导性陈述或者重大遗漏。 三、备查文件 经 ...

二、董事会会议审议情况 经与会董事认真审议，以书面表决方式通过了以下决议： 会议以 9 票同意，0 票反对，0 票弃权，审议通过《2025 年第三季度报告》。 报告期，公司实现营业收入 141.09 亿元，同比增长 8.36%；实现归属于上市公司 股东的净利润 4.12 亿元，同比增长 61.57%。 | 证券代码：002276 | 证券简称：万马股份 | | 公告编号：2025-057 | | --- | --- | --- | --- | | 债券代码：149590 | 万马 债券简称：21 | 01 | | 浙江万马股份有限公司 第六届董事会第四十一次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 浙江万马股份有限公司（以下简称"公司"）第六届董事会第四十一次会议于 2025 年 10 月 23 日以通讯表决的方式召开。本次董事会会议通知已于 2025 年 10 月 17 日以 电子邮件等形式发出。会议由公司董事长赵健先生召集并主持，应出席董事 9 名，实 际出席董事 9 名，监事、高管人员列席会议，符合《公司法》《 ...

万马股份公告，第三季度营收为48.37亿元，同比增长7.93%；净利润为1.61亿元，同比增长227.70%。 前三季度营收为141.09亿元，同比增长8.36%；净利润为4.12亿元，同比增长61.57%。 ...

浙江万马股份有限公司 2025 年第三季度报告 证券代码：002276 证券简称：万马股份 公告编号：2025-059 债券代码：149590 债券简称：21 万马 01 浙江万马股份有限公司 2025 年第三季度报告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述 或重大遗漏。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息 的真实、准确、完整。 3.第三季度财务会计报告是否经过审计 □是 否 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 | | 本报告期 | 本报告期比上年 | 年初至报告期末 | 年初至报告期末 | | --- | --- | --- | --- | --- | | | | 同期增减 | | 比上年同期增减 | | 营业收入（元） | 4,837,053,865.53 | 7.93% | 1 ...

Group 1 - The company, Wanma Co., Ltd. (002276.SZ), stated that it will not provide an early forecast for its Q3 report due to the revised Shenzhen Stock Exchange listing rules, which no longer mandate mandatory quarterly performance forecasts [2] - The company reported that its production and operational conditions are currently good, indicating a stable business environment [2] - The Q3 performance report is scheduled to be disclosed on October 24, 2025, and investors are encouraged to pay attention to this upcoming announcement [2]