（文章来源：证券日报） 证券日报网讯元力股份11月6日在互动平台回答投资者提问时表示，公司活性炭品类齐全，广泛应用于 食品工业、医药工业、化学工业、水处理、空气治理、冶金行业、新能源碳材料等众多领域。 ...

证券日报网讯元力股份11月6日在互动平台回答投资者提问时表示，公司超级电容炭、硬碳、多孔碳等 新能源碳材料起步良好，实现批量生产和销售，并受到下游应用商的青睐。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯元力股份11月6日在互动平台回答投资者提问时表示，公司始终坚持"技术创新"，长期深 耕主业，在碳材料相关领域积累了产品、技术、生产等多方面优势。 ...

（文章来源：证券日报） 证券日报网讯元力股份11月6日在互动平台回答投资者提问时表示，合作是驱动企业发展的重要引擎， 公司会积极与更多的合作伙伴及客户建立并维系良好的协作关系。 ...

证券日报网讯元力股份11月6日在互动平台回答投资者提问时表示，公司已利用部分募集资金正在建 设"年产2，000吨多孔碳建设项目"。 （文章来源：证券日报） ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：9月份快过了，原计划投产的两条多孔炭生产线按原计 划进行吗？ 元力股份（300174.SZ）11月6日在投资者互动平台表示，公司正在按计划推进"年产2000吨多孔碳建设 项目"的实施。 ...

元力股份（300174.SZ）11月6日在投资者互动平台表示，公司超级电容炭已实现批量生产和销售，并受 到下游应用商的青睐。 （记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：请问贵司的超级电容炭进入了哪些超级电容企业？并 通过哪家企业进入英伟达？目前算力需求大爆发？贵司的产能能满足客户需求吗？ ...

Core Viewpoint - The recent quarterly reports from listed companies reveal a significant shift in investment strategies among prominent private equity managers, with an increased focus on cyclical industries and a need to monitor fundamental developments, policy benefits, and industrial upgrades as core themes [1][4]. Private Equity Holdings - Gao Yi Asset's Feng Liu significantly reduced holdings in Hikvision by 58 million shares, retaining 280 million shares valued at 8.826 billion yuan, making it the fourth-largest shareholder [1]. - Renqiao Asset's Xia Junjie maintained positions in several stocks while slightly reducing holdings in Xingfu Electronics and increasing stakes in Beijing Renli [1]. - Ningquan Asset's Yang Dong entered as the eighth-largest shareholder in Fuanna with 6.0512 million shares valued at 4.2 million yuan [2]. - Ruijun Asset's funds became top shareholders in Dinglong Co., while also increasing stakes in other companies [2]. Increased Focus on Cyclical Industries - Gao Yi Asset's Deng Xiaofeng reduced holdings in Zijin Mining by approximately 18.6 million shares, still holding 180 million shares valued at 5.3 billion yuan, with a significant gain of about 1.5 billion yuan from the position [3]. - The same fund also reduced its stake in Yun Aluminum, holding 28.5 million shares valued at 1.164 billion yuan [3]. Policy Benefits and Industrial Upgrades - The Shanghai Composite Index surpassed 4,000 points, reflecting improved market sentiment and recognition of the value reassessment cycle in Chinese equity assets [4]. - Fengjing Capital noted that economic data remains resilient, with expectations for moderate improvement in fixed investment growth due to policy initiatives [4]. - Ning Shui Capital emphasized the importance of policy benefits and industrial upgrades as core investment themes while advising caution regarding high valuations [4].

Group 1 - Yuanli Co., Ltd. (SZ 300174) held its sixth board meeting on October 24, 2025, to discuss the proposal for the second extraordinary shareholders' meeting of 2025 [1] - For the first half of 2025, Yuanli's revenue composition was as follows: 78.64% from wood-based activated carbon, 21.2% from silicates, and 0.16% from thermal energy [1] - As of the report date, Yuanli's market capitalization was 6 billion yuan [1] Group 2 - A well-known brand spent 170 million yuan to acquire 2,000 shares of a target company with a registered capital of only 10,000 Hong Kong dollars, raising questions about the necessity of the acquisition [1]

Core Insights - The company reported a revenue of 468,168,061.98 yuan for the third quarter of 2025, representing a year-on-year growth of 13.50% [1] - The net profit attributable to shareholders of the listed company was 54,226,463.64 yuan, showing a year-on-year decline of 15.50% [1] Financial Performance - Revenue for Q3 2025: 468.17 million yuan, up 13.50% year-on-year [1] - Net profit for Q3 2025: 54.23 million yuan, down 15.50% year-on-year [1]