近5日机构合计调研141家公司，新强联、海康威视、华测检测等被多家机构扎堆调研。 证券时报·数据宝统计，近5个交易日（10月16日至10月22日）约141家公司被机构调研，调研机构类型 显示，证券公司共对127家公司进行调研，即90.07%的上市公司调研活动有证券公司参与；基金公司调 研108家，位列其后；阳光私募机构调研69家，排名第三。 | 920394 | 民士达 | 1 | 80 | 41.17 | -3.36 | 轻工制造 | | --- | --- | --- | --- | --- | --- | --- | | 000739 | 普洛药业 | 1 | 77 | 15.20 | -6.52 | 医药生物 | | 301363 | 美好医疗 | 1 | 72 | 23.83 | 2.98 | 医药生物 | | 688313 | 仕佳光子 | 1 | 71 | 69.08 | 5.42 | 通信 | | 300476 | 胜宏科技 | 1 | 56 | 278.60 | 4.38 | 电子 | | 688239 | 航宇科技 | 1 | 54 | 43.99 | -2.09 | 国防军工 | | 0 ...

前三季营收净利创新高 长江商报消息 ●长江商报记者 杨蝶 国内风电轴承龙头新强联（300850.SZ）业绩大幅回暖。 10月21日晚间，新强联发布业绩报告称，2025年前三季度，公司实现营业收入36.18亿元，同比增长 84.1%；归属于上市公司股东的净利润（以下简称"净利润"）6.64亿元，同比增长1939.5%，上年同期亏 损3609万元。 长江商报记者注意到，这份最新的三季报为新强联上市以来最好同期业绩，营收和净利润均创其同期历 史新高。 新强联将业绩增长主要归因于两点：一是受益于风电行业需求回暖，风电装机需求持续释放；二是公司 产能利用率维持在较高水平，产品毛利率稳步提高。 新强联凭借较强的技术优势赢得市场认可，在手订单充足，期末公司合同负债为769.5万元，同比增长 13.19%。 在2025年半年报中，新强联介绍，公司在技术研发领域持续投入，自主研发的无软带感应淬火技术突破 了外资品牌的技术垄断，相比传统工艺在效率提升和成本控制方面具备显著优势，使产品在市场竞争中 更具性价比。 2021年至2024年，新强联研发费用分别为1.06亿元、1.29亿元、1.4亿元和1.15亿元，连续四年超过亿元 大关 ...

Core Viewpoint - The Social Security Fund's investment movements in the third quarter reveal a strategic shift, with notable changes in holdings across various stocks, indicating potential investment opportunities and sector performance trends [1][2][3][4] Group 1: Holdings Overview - The Social Security Fund appeared in the top ten shareholders of 33 stocks by the end of the third quarter, holding a total of 625 million shares valued at 13.07 billion yuan [1] - The fund maintained its position in 6 stocks, initiated positions in 7 stocks, increased holdings in 10 stocks, and reduced holdings in 10 stocks during the quarter [1] - The stock with the highest number of Social Security Fund shareholders is Sanhe Tree, with three funds listed among the top ten shareholders, holding a total of 15.02 million shares, accounting for 2.04% of the company's circulating shares [1] Group 2: Significant Holdings - The stocks with over 10 million shares held by the Social Security Fund include 17 stocks, with Poly Development having the largest holding of 124 million shares, which increased by 19.86 million shares in the third quarter [2] - China Jushi and CNOOC Development follow with holdings of 85.52 million shares and 55.16 million shares, respectively [2] - The highest holding percentage is in Baiya Shares, at 4.34% of circulating shares, with two funds increasing their holdings by over 3.18 million shares [2] Group 3: Market Performance - The newly acquired stocks by the Social Security Fund have seen an average increase of 0.28% since October, with Jinling Mining leading with a 10.36% increase [3] - Other notable performers include Koyuan Wisdom and Blue Science High-tech, with increases of 7.18% and 6.04%, respectively [3] - Among the new stocks, six reported year-on-year net profit growth, with Blue Science High-tech turning a profit with a net profit of 33.31 million yuan [3] Group 4: Performance of Increased Holdings - Among the stocks where the Social Security Fund increased its holdings, nine reported year-on-year net profit growth, with Xinqiang Lian turning a profit with a total revenue of 3.618 billion yuan, up 84.10% year-on-year [4] - The profit growth for Xinqiang Lian is attributed to the recovery in wind power demand and improved cost management [4] - Other companies with significant profit growth include Sanhe Tree, Stanley, Jiuzhou Pharmaceutical, Weili Medical, and Haida Group [4]

Core Insights - The Social Security Fund's holdings at the end of Q3 included 33 stocks, totaling 625 million shares with a market value of 13.07 billion yuan [1] - The fund maintained positions in 6 stocks, initiated positions in 7 stocks, increased holdings in 10 stocks, and reduced holdings in 10 stocks during the quarter [1] Holdings Overview - The stock with the highest number of Social Security Fund shareholders is Sanhe Tree, with three funds appearing among the top ten shareholders, holding a total of 15.02 million shares, accounting for 2.04% of the company's circulating shares [1] - Other companies with two funds holding shares include China Jushi, Haida Group, Xin Qiang Lian, Ying Shi Network, and Baiya Shares [1] - A total of 17 stocks had holdings exceeding 10 million shares, with Poly Development having the largest holding of 124 million shares, which increased by 19.86 million shares in Q3 [1] Shareholding Proportions - Baiya Shares had the highest proportion of holdings by the Social Security Fund at 4.34%, with two funds increasing their holdings by over 3.18 million shares in Q3 [2] - China National Pharmaceutical Group followed with a holding proportion of 4.12% [2] - New stocks added included Jinling Mining with 8.81 million shares, followed by Blue Science High-tech and Electric Connection Technology with 7.64 million and 7.60 million shares, respectively [2] Market Performance - The average increase for new stocks held by the Social Security Fund since October is 0.28%, with Jinling Mining leading at a 10.36% increase [2] - Other notable increases include Koyuan Wisdom and Blue Science High-tech, which rose by 7.18% and 6.04%, respectively [2] Earnings Performance - Among the new stocks, six reported year-on-year net profit growth, with Blue Science High-tech turning a profit with a net profit of 33.31 million yuan [3] - Jinling Mining and Yuxin Electronics reported net profit growth of 60.21% and 47.09%, respectively [3] - In addition to new stocks, ten stocks saw increased holdings from the Social Security Fund, with Poly Development seeing the largest increase of 19.86 million shares [3] Growth in Holdings - The stocks with the most significant increases in holding proportions include Sanhe Tree and Xin Qiang Lian, with increases of 1.33 and 1.31 percentage points, respectively [3] - Nine stocks among those increased by the fund reported year-on-year net profit growth, with Xin Qiang Lian achieving a turnaround with a total revenue of 3.618 billion yuan, up 84.10% year-on-year [3]

长江商报奔腾新闻记者 沈右荣 大逆转，新强联（300850.SZ）经营业绩暴增。 此外，公司持续提高高附加值产品在整体业务中的占比，这类产品凭借较高的技术含量和优异的性能， 具备更强的盈利空间，有效推动了公司整体利润水平提升。 不仅如此，2025年前三季度营业收入和归母净利润、扣非净利润，创了历史同期新高，也超过历史上任 一年度水平。 分季度看，2025年一二三季度，公司实现的营业收入分别为9.26亿元、12.83亿元、14.08亿元，同比增 长107.46%、110.09%、55.13%；归母净利润分别为1.70亿元、2.29亿元、2.64亿元，同比增长 429.28%、567.6%、308.57%。 无论是季度营业收入还是归母净利润，同比均超高速增长，环比也增长明显。 2025年前三季度，新强联的经营业绩为何完成逆转？在三季度报告中，公司并未具体解释其中原因，仅 提及营业收入同比大幅增长。 新强联主要从事大型回转支承和工业锻件的研发、生产和销售，核心产品为轴承。近年来，公司顺应市 场形势，产品品类不断丰富，产品全面布局于风电轴承、盾构机轴承、海工装备轴承以及工程机械轴承 等多个关键领域。 在2025年半年 ...

证券之星消息，10月22日风电设备板块较上一交易日上涨3.12%，电气风电领涨。当日上证指数报收于 3913.76，下跌0.07%。深证成指报收于12996.61，下跌0.62%。风电设备板块个股涨跌见下表： 从资金流向上来看，当日风电设备板块主力资金净流入6.97亿元，游资资金净流入7138.14万元，散户资 金净流出7.68亿元。风电设备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002202 | 金风科技 | 2.56亿 | 8.38% | -1877.97万 | -0.62% | -2.37 Z | -7.77% | | 002487 | 大全重丁 | 1.26亿 | 7.60% | -3676.74万 | -2.22% | -8909.72万 | -5.38% | | 300850 | 新强联 | 7076.69万 | 2.76% | 1.06 Z | 4.11% | -1. ...

未来风电行业的发展及全产业链各环节的降本仍需依靠关键技术突破带动。 此轮板块异动的直接催化，部分来自于近期行业重磅利好的集中释放。 消息面上，据中国可再生能源学会风能专业委员会消息，正在举行的2025北京国际风能大会暨展览会 （CWP 2025）上，全球1000多家风能企业的代表联合发布《风能北京宣言2.0》，明确了风电产业中长 期发展目标以及需要采取的行动。 《风能北京宣言2.0》设定了清晰的增量路径：提出到中国风电"十五五"期间年新增装机容量应不低于 1.2亿千瓦，相比2020年提出的装机目标，年均装机量翻番。 10月22日盘中，风电设备板块（801736）表现活跃，截至早盘收盘，该板块上涨2.85%。风电整机制造 企业电气风电（688660.SH）以14.99%的涨幅领涨，新强联（300850.SZ）、运达股份（300772.SZ）、 大金重工（002487.SZ）等核心零部件及整机企业均跟涨超过5%。 该宣言对海上风电给予了重点强调，要求其年新增装机容量不低于1500万千瓦，确保2030年中国风电累 计装机容量达到13亿千瓦，到2035年累计装机不少于20亿千瓦，到2060年累计装机达到50亿千瓦。 ...

证券时报·数据宝统计，10月22日共有80家公司公布2025年三季报，其中44家净利润同比增长，36家同 比下降，54家营业收入同比增长，26家同比下降，净利润和营业收入同时增长的公司有新强联等40家， 净利润和营业收入均下降的有西部建设等22家，业绩增幅翻倍的公司有8家，其中新强联增幅最大，达 1939.50%。（数据宝） 今日公布三季报公司一览 | 代码 | 简称 | 每股收益 | 净利润（万 | 净利润同比 | 营业收入（万 | 营业收入同比 | | --- | --- | --- | --- | --- | --- | --- | | | | （元） | 元） | （%） | 元） | （%） | | 300850 | 新强联 | 1.7800 | 66384.29 | 1939.50 | 361792.49 | 84.10 | | 300972 | 万辰集 团 | 4.6840 | 85497.84 | 917.04 | 3656231.05 | 77.37 | | 002546 | 新联电 子 | 0.6414 | 53494.92 | 421.43 | 55026.33 | -0.37 | | ...

证券时报·数据宝统计，截至10月22日，有220家公司公布2025年三季报，其中147家净利润同比增长， 73家同比下降，155家营业收入同比增长，65家同比下降，净利润和营业收入同时增长的公司有新强联 等125家，利润收入均下降的有西部建设等43家，业绩增幅翻倍的公司有32家，其中新强联增幅最大， 达1939.50%。（数据宝） 已公布三季报公司净利润增幅排名 | 代码 | 简称 | 每股收益 | 净利润（万 | 净利润同比 | 营业收入（万 | 营业收入同比 | | --- | --- | --- | --- | --- | --- | --- | | | | （元） | 元） | （%） | 元） | （%） | | 300850 | 新强联 | 1.7800 | 66384.29 | 1939.50 | 361792.49 | 84.10 | | 002741 | 光华科 技 | 0.1944 | 9039.34 | 1233.70 | 204433.57 | 11.50 | | 300972 | 万辰集 团 | 4.6840 | 85497.84 | 917.04 | 3656231.05 | 77 ...

（文章来源：证券时报网） 数据宝统计，截至10:18，新强联成交额17.15亿元，创2022年10月28日以来新高。最新股价上涨 10.00%，换手率12.06%。上一交易日该股全天成交额为9.85亿元。（数据宝） ...