Shanghai Allied Industrial (301419)

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阿莱德跌2.05%,成交额9380.90万元,近5日主力净流入-5322.72万
Xin Lang Cai Jing· 2025-10-10 07:59
来源:新浪证券-红岸工作室 10月10日,阿莱德跌2.05%,成交额9380.90万元,换手率6.48%,总市值40.67亿元。 今日主力净流入-1133.66万,占比0.12%,行业排名44/89,连续3日被主力资金减仓;所属行业主力净流 入-58.55亿,连续3日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-1133.66万-3182.66万-5322.72万-6221.35万-8502.09万 主力持仓 异动分析 人形机器人+5G+机器人概念+人民币贬值受益 1、2024年半年报:报告期内,汽车事业部按照公司整体战略规划结合汽车行业的要求不断优化组织架 构,通过五家国内外客户的审核,获取客户新项目的定点意向,并向多家潜在国内外客户提供样品参与 测试。智能装备和人工智能作为公司重点开拓领域,在报告期内通过国内头部人形机器人公司的产品测 试,公司将持续开拓在智能装备和人工智能领域的市场,展开与头部客户的战略合作开发。 2、据招股说明书:公司的5G相控阵天线罩拥有优异的性能,在5G高频段透波率最高超过98%。 3、2025年1月10日互动易:公司产品主要应用于人形机器人驱动系统的热管理,具 ...
阿莱德涨2.33%,成交额6300.11万元,主力资金净流入188.57万元
Xin Lang Cai Jing· 2025-09-25 03:00
Group 1 - The core viewpoint of the news is that Alede's stock has shown significant growth in 2023, with a year-to-date increase of 52.49% and a market capitalization of 4.528 billion yuan [1] - As of June 30, Alede had 11,700 shareholders, an increase of 2.30% from the previous period, with an average of 3,623 circulating shares per person, up 17.30% [2] - The company reported a revenue of 204 million yuan for the first half of 2025, representing a year-on-year growth of 30.51%, and a net profit attributable to shareholders of 33.49 million yuan, up 97.24% [2] Group 2 - Alede's main business involves the research, production, and sales of polymer material communication device components, with revenue composition as follows: RF and wave protection devices 55.38%, EMI and IP protection devices 21.00%, electronic thermal dissipation devices 20.82%, and others 2.80% [1] - Since its A-share listing, Alede has distributed a total of 150 million yuan in dividends [3] - The company is categorized under the communication equipment industry, with concepts including humanoid robots, robot concepts, 5.5G concepts, millimeter-wave radar, and liquid cooling concepts [1]
阿莱德涨1.02%,成交额2.95亿元,后市是否有机会?
Xin Lang Cai Jing· 2025-09-23 08:57
Core Viewpoint - The company Alade has shown positive financial performance and strategic developments in the fields of humanoid robotics and 5G technology, benefiting from the depreciation of the RMB and expanding its market presence [2][3]. Financial Performance - For the first half of 2025, Alade achieved revenue of 204 million yuan, representing a year-on-year growth of 30.51% [7]. - The net profit attributable to the parent company was 33.49 million yuan, with a significant year-on-year increase of 97.24% [7]. - The company has distributed a total of 150 million yuan in dividends since its A-share listing [8]. Market Position and Strategy - Alade's overseas revenue accounted for 52.41% of total revenue, benefiting from the depreciation of the RMB [3]. - The company is focusing on humanoid robotics and artificial intelligence as key areas for market expansion, collaborating with leading domestic humanoid robotics companies for product testing [2]. Product Development - Alade's 5G phased array antenna cover has demonstrated excellent performance, with a transmission rate exceeding 98% in high-frequency bands [2]. - The company's products are primarily used in thermal management systems for humanoid robot drive systems, with ongoing developments to be reported in regular updates [2]. Stock Performance - On September 23, Alade's stock rose by 1.02%, with a trading volume of 295 million yuan and a turnover rate of 18.52%, bringing the total market capitalization to 4.507 billion yuan [1]. - The average trading cost of the stock is 36.58 yuan, with the current price fluctuating between resistance at 39.48 yuan and support at 36.48 yuan, indicating potential for range trading [6].
阿莱德涨0.46%,成交额2.18亿元,近5日主力净流入-1668.04万
Xin Lang Cai Jing· 2025-09-22 07:33
Core Viewpoint - The company, Shanghai Aled Group Co., Ltd., is focusing on expanding its market in humanoid robots and artificial intelligence, benefiting from the depreciation of the RMB and the growth in 5G technology [2][4]. Group 1: Company Performance - For the first half of 2025, the company achieved a revenue of 204 million yuan, representing a year-on-year growth of 30.51% [8]. - The net profit attributable to the parent company was 33.49 million yuan, showing a significant year-on-year increase of 97.24% [8]. - The company has a total market capitalization of 4.462 billion yuan, with a trading volume of 218 million yuan and a turnover rate of 13.81% on September 22 [1]. Group 2: Business Segments - The main business revenue composition includes: RF and透波防护器件 (55.38%), EMI and IP防护器件 (21.00%), and electronic thermal management devices (20.82%) [8]. - The company’s 5G phased array antenna cover has a high transmission rate exceeding 98% in high-frequency bands [3]. Group 3: Market Position and Strategy - The company is strategically optimizing its organizational structure in the automotive sector and has gained project intentions from five domestic and international clients [2]. - The overseas revenue accounted for 52.41% of total revenue, benefiting from the depreciation of the RMB [4]. Group 4: Shareholder Information - As of June 30, the number of shareholders increased to 11,700, up by 2.30%, with an average of 3,623 circulating shares per person, an increase of 17.30% [8]. Group 5: Technical Analysis - The average trading cost of the stock is 36.37 yuan, with the current stock price fluctuating between resistance at 39.48 yuan and support at 35.26 yuan, indicating potential for range trading [7].
阿莱德跌2.01%,成交额1.07亿元,主力资金净流出122.42万元
Xin Lang Cai Jing· 2025-09-19 05:47
Core Viewpoint - The stock of Alade has experienced fluctuations, with a recent decline of 2.01% on September 19, 2023, while showing significant growth over the year and recent trading periods [1][2]. Group 1: Stock Performance - As of September 19, 2023, Alade's stock price is 36.63 CNY per share, with a market capitalization of 4.396 billion CNY [1]. - Year-to-date, Alade's stock has increased by 48.05%, with a 4.93% rise over the last five trading days, 8.34% over the last 20 days, and 34.42% over the last 60 days [1]. Group 2: Financial Performance - For the first half of 2025, Alade reported revenue of 204 million CNY, representing a year-on-year growth of 30.51% [2]. - The net profit attributable to shareholders for the same period was 33.49 million CNY, showing a significant increase of 97.24% year-on-year [2]. Group 3: Shareholder Information - As of June 30, 2023, Alade had 11,700 shareholders, an increase of 2.30% from the previous period, with an average of 3,623 circulating shares per shareholder, up by 17.30% [2]. Group 4: Business Overview - Alade, established on June 1, 2004, specializes in the research, production, and sales of polymer material communication device components, with its main revenue sources being RF and wave protection devices (55.38%), EMI and IP protection devices (21.00%), and electronic thermal dissipation devices (20.82%) [1]. - The company is categorized under the communication equipment sector, with concepts including humanoid robots, robotics, small-cap stocks, 5.5G concepts, and millimeter-wave radar [1]. Group 5: Dividend Information - Alade has distributed a total of 150 million CNY in dividends since its A-share listing [3].
9月18日晚间重要公告一览
Xi Niu Cai Jing· 2025-09-18 10:30
Group 1 - Shudao Equipment's subsidiary signed a construction contract worth 24.68 million yuan for a hydrogen fuel cell manufacturing base project [1] - Zhongliang Technology received a land acquisition compensation of 30 million yuan from the government [2] - Palm Holdings won a bid for a high-standard farmland construction project in Lankao County, with a contract value of 433 million yuan, accounting for 14.12% of the company's audited revenue for 2024 [3] Group 2 - Changchun Yidong's subsidiary received a government subsidy of 2.85 million yuan, which is 122.78% of the company's audited net profit for the last fiscal year [4] - Wuzhou Transportation successfully issued 200 million yuan in medium-term notes with an interest rate of 2.10% [5][6] - Tiandi Source's subsidiary plans to apply for a trust loan of up to 500 million yuan from related parties [8] Group 3 - Tiandi Source's subsidiary acquired a residential land use right in Xi'an for 2.015 billion yuan [9] - Opcon Vision received a medical device registration certificate for its ultrasonic nebulizer [11] - Jingjiawei announced the resignation of its vice president due to personal reasons [13] Group 4 - Fulinh Precision's subsidiary received a prepayment of 1.5 billion yuan from CATL for securing lithium iron phosphate material supply [15] - Yunzhu Technology's subsidiary received a government subsidy of 20.12 million yuan [16] - Kehua Bio's ferritin test kit received a medical device registration certificate [17] Group 5 - Jinghua Pharmaceutical's medical sodium alginate wound dressing received a medical device registration certificate [18] - Lingwei Technology established a wholly-owned subsidiary with a registered capital of 1 million yuan [19] - Sanwei Co. won a bid for concrete sleeper procurement projects worth 158 million yuan [20] Group 6 - Shanghai Pharmaceuticals' Nicardipine tablets passed the consistency evaluation for generic drugs [21] - Lushan New Materials increased its idle fund management limit to 750 million yuan [24] - Huayi Technology announced the retirement of a core technical staff member [25] Group 7 - Yingli Environment plans to use up to 300 million yuan of idle raised funds for cash management [30] - Yong'an Forestry plans to develop a national reserve forest project in Putian, Fujian, with an estimated investment of 154 million yuan [32] - Xinyuan Technology's shareholders plan to reduce their holdings by up to 3.18% of the company's shares [60]
阿莱德上半年营收净利双增长 股东减持计划再现拟套现4500万元
Chang Jiang Shang Bao· 2025-09-18 08:38
Core Viewpoint - The company Alede (301419.SZ) is facing a confidence test in the capital market as its major shareholder plans to reduce holdings after experiencing significant fluctuations in performance [1][2]. Shareholder Reduction Plan - On September 17, Alede announced that shareholder Wu Jing plans to reduce his holdings by up to 1.5% of the total share capital, or 180,000 shares, within three months starting 15 trading days after the announcement [1]. - This is the second reduction plan proposed by Wu Jing in 2023, with the first plan in April ultimately resulting in no shares being sold [2]. - Wu Jing currently holds 720,000 shares, representing 6% of the total share capital, and the planned reduction would account for 25% of his holdings [1]. Financial Performance - Alede's revenue has shown a declining trend from 2022 to 2024, with figures of 398 million, 387 million, and 351 million yuan respectively [2]. - The net profit has also decreased significantly, with figures of 74.27 million, 56.71 million, and 45.78 million yuan, marking a 19.28% decline in 2024 compared to the previous year [2]. - In the first half of 2025, the company reported a strong recovery with a revenue of 204 million yuan, a year-on-year increase of 30.51%, and a net profit of 33.49 million yuan, up 97.24% year-on-year [2]. Market Performance - Alede's stock price has increased significantly, rising from approximately 26 yuan per share in July to a closing price of 38.31 yuan per share on September 17, representing an increase of nearly 50% within two months [3].
9月18日A股投资避雷针︱栖霞建设:股东南京高科拟减持不超过3%股份;科森科技:不生产AI眼镜,也不生产AI眼镜的结构件
Ge Long Hui· 2025-09-18 00:35
Shareholder Reduction - Guangan Gas's shareholder Jinggangshan Chengxing plans to reduce its stake by no more than 1.9994% [1] - Hanyi Co., Ltd.'s controlling shareholder and its concerted parties plan to reduce their stake by no more than 3% [1] - Yuanfei Pet's shareholders Pingyang Shengfei, Pingyang Shengyu, and Pingyang Shengjin plan to collectively reduce their stake by no more than 3.4822% [1] - TeFa Service's shareholder Yinkun Company plans to reduce its stake by no more than 2% [1] - Xinyu Guoke's shareholder Jiangxi Agricultural Development Group plans to reduce its stake by no more than 1% [1] - Yinbang Co., Ltd.'s shareholder Xinbang Technology plans to reduce its stake by no more than 3% [1] - Newhan New Materials' actual controller Qin Cui'e plans to reduce her stake by no more than 2% [1] - Qixia Construction's shareholder Nanjing Gaoke plans to reduce its stake by no more than 3% [1] - Shenglong Co., Ltd.'s controlling shareholder and concerted parties plan to reduce their stake by no more than 3% [1] - Dagang Holdings' Yingqi Management plans to reduce its stake by no more than 3% [1] - Laixitongling's shareholder Ningbo Ningju plans to reduce its stake by no more than 1% [1] Other Information - Kosen Technology does not produce AI glasses or the structural components for AI glasses [1] - Haon Electric's robotics business products are still in the research and development stage and have not yet generated revenue [1]
9月17日增减持汇总





Xin Lang Cai Jing· 2025-09-17 14:26
Group 1 - On September 17, Junsheng Electronics disclosed an increase in shareholding, with Junsheng Group acquiring 700,000 A-shares during the period of unusual stock fluctuations [1][2] - A total of 29 A-share listed companies announced share reductions, including notable firms such as Shuanglu Pharmaceutical, Xinruida, and Boyun New Materials [1][2] Group 2 - Shuanglu Pharmaceutical's board secretary plans to reduce holdings by no more than 0.0365% of the company's shares [2] - Xinruida's shareholder Dai Yongjian intends to reduce holdings by no more than 0.13% [2] - Boyun New Materials' shareholder Gao Chuangtou plans to reduce holdings by no more than 1% [2] - Other companies with planned reductions include Guanggang Gas, Hanyi Co., and Weilan Lithium, with reductions ranging from 0.16% to 3.48% [2]
阿莱德(301419.SZ):吴靖拟减持不超过1.5%股份
Ge Long Hui A P P· 2025-09-17 11:56
Group 1 - The core point of the article is that shareholder Wu Jing plans to reduce his holdings in Alead (301419.SZ) by up to 1,800,000 shares, which represents no more than 1.50% of the company's total share capital within three months after the announcement [1] Group 2 - The reduction will occur through centralized bidding and/or block trading methods [1] - The reduction period starts 15 trading days after the announcement date [1]