指数调整先别慌!固态电池、并购重组、人工智能，游资大佬都在 忙活啥？ | 龙虎榜周复盘 (一) (来源：市值风云 APP 整理) 导语: 这周看反弹? 作者：市值风云 App：Los 一、指数调整莫慌，退潮期要等，市场仍有炒作主线 伴随着上周五指数调整，尾盘不管不顾的单边下跌，不少人又开始慌了： 牛不在了？ 指数要走大 C 浪了? 3350 重要点位被击穿咋整啊? 听说下跌是机构举报游资，游资不干了? 周末出的"市值管理 14 条"引导的是优质股和低估股，题材股崩了? 一连串的灵魂拷问，散户们的情绪又要掉地上了! 可是，风云君看了一眼数据，周五的调整明显已经变温和了，虽然指数最终收 盘跌穿了 3350 点，但并没有放量，说明场内部分资金是惜售的，并目上涨家 数、涨停家数、破板率较前一天均有修复。 周复盘2024/11/17 | --- | --- | --- | --- | --- | --- | --- | |------------|----------|---------|----------|----------|----------|----------| | 日期 | 星期一 | 星期二 | 星期 ...

Group 1 - The core viewpoint of the report highlights that the company, Flash Delivery, has achieved profitability and positive cash flow, marking a significant milestone in its growth trajectory [1][3][19] - Flash Delivery has captured a market share of 33.9% in the one-to-one urgent delivery sector, establishing itself as a leading player in the industry [1][7] - The company reported a revenue of 4.53 billion RMB in 2023, with a compound annual growth rate (CAGR) of 22.1% from 2021 to 2023 [3][5] Group 2 - Flash Delivery's unique positioning and first-mover advantage have created significant brand and operational barriers, differentiating it from traditional courier and on-demand delivery services [9][10][12] - The company has built a robust network of 2.7 million registered couriers across 295 cities, enabling rapid response times and high service quality [11][13] - Flash Delivery's service model focuses on high-end delivery needs, catering to sectors such as high-end dining and special occasion deliveries, which enhances its market appeal [13][14] Group 3 - The report indicates that the overall market for on-demand delivery services in China is expected to grow at a CAGR of 19.1%, reaching a total market size of 809.6 billion RMB by 2028 [14] - Flash Delivery has established partnerships with notable brands such as Haidilao and Xiaomi, enhancing its market presence and service offerings [15] - The company is actively exploring opportunities in lower-tier cities, where demand for personalized delivery services is on the rise [16] Group 4 - The successful IPO of Flash Delivery on NASDAQ has not only increased its brand visibility but also created numerous job opportunities, contributing positively to the economy [17][19] - The company emphasizes social responsibility through initiatives like the establishment of "Rider Homes" for couriers, promoting a sense of community and providing training [17][18] - Flash Delivery's commitment to sustainability is evident in its use of electronic waybills and low-carbon delivery methods, aligning with environmental goals [18]

Investment Rating - The report indicates a strong investment rating for Chuanfeng Power (603129.SH), highlighting its leadership in the all-terrain vehicle (ATV) market and significant growth in motorcycle sales [1][6]. Core Insights - Chuanfeng Power has demonstrated impressive financial performance, with a revenue increase of 22% year-on-year and a net profit growth of 36.7% in the third quarter [1][2]. - The company has a robust return on equity (ROE) exceeding 20%, significantly outperforming its peers [1][27]. - The report emphasizes the company's dual-driven strategy of research and development alongside sales, which has contributed to its market leadership [1][18]. Financial Performance Summary - **Revenue**: The company's revenue for the reporting period reached approximately 3.92 billion yuan, reflecting a year-on-year increase of 36.11%. Year-to-date revenue was about 11.45 billion yuan, up 21.98% from the previous year [2]. - **Net Profit**: The net profit attributable to shareholders was approximately 372.5 million yuan, a 48.95% increase year-on-year. The net profit after excluding non-recurring items was about 362.7 million yuan, up 46.62% [2]. - **Growth Trends**: From 2018 to 2023, the company's revenue grew from 2.55 billion yuan to 12.11 billion yuan, achieving a compound annual growth rate (CAGR) of 36.6% [3][4]. Business Segment Performance - **ATV Segment**: The ATV revenue was approximately 35.3 billion yuan, showing a slight year-on-year decline, while motorcycle revenue reached 32.5 billion yuan, marking a 42% increase [6][10]. - **Market Position**: Chuanfeng Power holds a leading position in the domestic and international ATV markets, with a 15.3% global market share and ranking first in exports among domestic brands [8][9]. - **Motorcycle Segment**: The company has become the top seller of large-displacement motorcycles in China, with significant growth in both domestic and international markets [12][13]. Research and Development - The company has maintained a research and development expense ratio above 5% since 2018, reaching 7.6% in 2023, indicating a strong commitment to innovation [18][20]. - Chuanfeng Power has implemented multiple stock option incentive plans to enhance employee motivation and align interests with company performance [15][16]. Cash Flow and Financial Health - The company has demonstrated strong cash flow management, with cumulative operating cash flow reaching 7.19 billion yuan since 2017 [30][31]. - As of the third quarter of 2024, the company reported cash and cash equivalents of approximately 6.43 billion yuan, representing 47.6% of total assets [32]. Dividend Policy - Chuanfeng Power has maintained a stable dividend payout ratio around 30%, with cumulative dividends of approximately 900 million yuan since its listing [32][33].

专注铆钉型电触头 30 年，聚星科技：连续三年行业第 1， 加码产能与技术，一体化发展优势明显 导语：具备电接触产品一体化方案解决能力，公司依托下游景气度提升实现了快 速增长。 作者：市值风云 App：白猫 11 月 11 日，聚星科技（920111.BJ）成功登陆北交所，开启拥抱资本市场新篇 章。 聚星科技全名叫温州聚星科技股份有限公司，保荐机构为国投证劵。 公司自 1996 年成立起便专注于电接触产品的研发、生产和销售，具体包括电接 触材料、电触头和电接触元件，三者相当生产环节中的上中下游关系，其中电触 头是核心部件。 对于大多数人来说，这类产品是比较陌生的。 简单来说，电接触产品是控制低压电器通断的核心部件，其中电触头在电路系统 中发挥了重要作用，因此也被称为电器的"心脏"。 据招股书，聚星科技是国内电接触产品主要制造商之一，是国家高新技术企业、 国家级专精特新"小巨人"企业、浙江省"隐形冠军"企业。 （注：如果文章提到报告期，指的是 2021-23 年以及 2024 年上半年。） 一、成长性良好，产品非标程度较高 公司的电接触产品主要在国内销售，这些产品主要用于生产继电器、开关、接触 器和断路器等各类 ...

欠供应商 4820 万遭起诉，裁员、欠薪祸不单行，哪吒汽车： 10 月销量成谜，上市成唯一"救命稻草"！ 导语：裁员、欠薪、供应商欠款，哪吒汽车命悬一线。 作者：市值风云 App：beyond 11 月 7 日，据财联社报道，哪吒汽车启动大比例裁员，有内部人士透露，此次 裁员比例最高或达到 70%。 哪吒汽车启动大比例裁员 （来源：财联社官网） 对此，哪吒汽车予以否认，相关负责人向财联社表示，公司正在通过精简业务、 进行组织优化和薪酬绩效改革，分部门按业务要求和未来发展需要进行整合。 然而就在 11 月 7 日当晚，A 股上市公司埃夫特（688165.SH）发布提起诉讼的 公告，被告方正是哪吒汽车。 埃夫特智能装备股份有限公司 关于公司提起诉讼的公告 日,该案件尚未开庭审理。 (来源：埃夫特公告) 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示: ● 案件所处的诉讼阶段:已受理,尚未开庭审理 ● 上市公司所处的当事人地位:埃夫特智能装备股份有限公司(以下简称 "公司"或"原告")为原告 ● 涉案的金额:合同 ...

顺应出海趋势，下游稳定增长！这两家轮胎企业产能持续优 化，盈利快速攀升 导语：除了收入增长，更大的看点在产能与毛利率。 作者：市值风云 App：beyond 查理·芒格说过："宏观是我们必须要接受的，而微观才是我们能有所作为的"。 看过最新的工业企业利润数据，相信我们就会对这句话有新的理解和触动。今年 前 9 个月，我们全国规模以上工业企业的利润同比下降 3.5%，宏观层面似乎还 是一幅灰色的图景。 1-9月份,全国规模以上工业企业实现利润总额52281.6亿元,同比下降3.5% （来源：国家统计局） 不过，在局部、在结构，我们依然能够看到可观的增长。往大了看，这些部分就 是我们当下所提的产业结构调整与升级能够倚重的部分；往小了说，这些部分可 能会成为资本市场追逐的方向之一。 三季报披露完毕，在众多行业当中，我们发现有一个行业的业绩增长表现，值得 关注。 一、"拷问"增长 它们是两家轮胎制造企业——森麒麟（002984.SZ）和通用股份（601500.SH）。 今年前三季度，森麒麟营收 63 亿元，同比增长 10%；归母净利润 17 亿元，同 比增长 74%。同期，通用股份营收 50 亿元，同比增长 36%； ...

Group 1 - Northbound funds have significantly increased their holdings, reaching a total market value of 2.4 trillion yuan by the end of the third quarter, marking a growth of nearly 500 billion yuan in just 45 days, which corresponds to a 26.3% increase since August 16 [1][2][3] - The top five sectors favored by northbound funds as of the end of September are power equipment, food and beverage, banking, electronics, and pharmaceutical biology, with a combined market value of 1.15 trillion yuan, accounting for 47.9% of their total holdings [1][2][3] - The market value of these five sectors increased by 250 billion yuan, representing a growth rate of 27.6%, which constitutes half of the total increase in holdings during this period [2][3] Group 2 - The specific stocks with the largest increases in holdings include Gongxiao Daji, Chuangye Heima, Hualing Cable, Houpus Co., Huayi Brothers, and Huatie Emergency [5] - The top 20 stocks held by northbound funds have a combined market value of 890.5 billion yuan, representing 37.1% of their total holdings, with long-term positions in industry leaders like Kweichow Moutai, CATL, Midea Group, and Yangtze Power, each exceeding 50 billion yuan in holdings [5][8] - After August 16, northbound funds reduced their positions in Midea Group, Fuyao Glass, Wanhua Chemical, and Haier Smart Home, while actively increasing holdings in other top stocks [5][8] Group 3 - The sectors with the highest net increases in holdings include retail, social services, power equipment, machinery, media, and non-bank financials [4][5] - The report indicates that during the bull market, northbound funds are not indiscriminate buyers; they have reduced holdings in six sectors, including coal, non-ferrous metals, and home appliances, which performed well in the first half of the year [3][4] - The report highlights that northbound funds are focusing on undervalued, high-dividend stocks, particularly in the renewable energy and pharmaceutical sectors, while being more conservative with previously favored liquor stocks [9][21] Group 4 - Northbound funds have been actively participating in short-term trading, particularly during market fluctuations, indicating a strategy of buying low and selling high [10][22] - The report notes that northbound funds have shown a preference for technology stocks, including computing, software, semiconductors, and media, while also investing in low-priced stocks that have shown strong performance [20][21] - The overall trading style of northbound funds is characterized as moderate, avoiding stocks with extreme volatility, and focusing on steady growth opportunities [22]

极狐提挡，前十个月同比大涨 218.6%，北汽蓝谷打开增长之门 导语：极狐持续上量，北汽蓝谷前景可期。 作者：市值风云 App：贝壳 XY 10 月 31 日，北汽蓝谷（600733.SH）正式发布 2024 年三季报，前三季度总营 收 98.18 亿，同比增长 5.49%，三季度单季度营收 60.77 亿，环比增长 172%， 同比增长 72%。 有一说一，北汽蓝谷三季度这个营收增速确实亮眼，规模化趋势明显。 风云君统计了一下，第三季度北汽蓝谷总共卖了 39,838 辆车，同比增长 104%， 环比增长 123%，月均销量突破 1.3 万辆，也就是说北汽蓝谷三季度营收大涨只 有一个原因，车卖的好。 各月汽车销量(辆) 15781 14405 13076 1122410981 10302 9574 8325 7878 7389 7014 4768 5433 4085 3359 2882 2687 146925 1241 1月 2月 3月 4月 5月 6月 7月 8月 9月 10月 ■2024年 ■2023年 (制图：市值风云 APP) 数据是不会骗人的，自今年 4 月份开始，北汽蓝谷销量增长明显，4 月份汽车 ...

导语：广东合利近年营收增长拉胯。 标题：8.3 亿，中信资本携手 AMC 驰援老庄股！仁东控股： "转型"三方支付、跨境支付，一场新的故事还是事故？ 作者：市值风云 APP 10 月 22 日晚间，仁东控股（002647.SZ）公告同中信资本在内的 5 家意向投 资人组成的联合体签订预重整投资协议，次日开盘一字涨停。 不过，10 月 24 日，仁东控股以涨停价开盘股价后迅速回落，最终报收 7.97 元/ 股，较前一个日下跌 1.6%，当天换手率高达 26.04%，为近两年第二高，仅次 于 2022 年 12 月 25 日的 29.7%。 12 月 25 日，仁东控股继续下跌 2.26%，当天换手率同样高达 20.5%。 之后的几个交易日，仁东控股依旧维持高位震荡模式，换手率也不低。 自 7 月 17 日公告选聘预重整中介机构至 10 月 28 日，仁东控股三个多月涨幅超 150%，除了重整预期，其所属多元金融板块自 9 月 24 日以来持续上涨也是主 要原因之一。 （专业服务注册制的市值风云 APP） 持续大涨后资金出现分歧再正常不过，又该如何看待仁东控股的重整预期呢？ 一、老牌庄股、资本宠儿 仁东控股可以说 ...

导语：人大常委会、美国大选、11 月份美联储议息会议，三件大事如何影响 A 股？面板行业值得关注吗？怎么判断买点和卖点？ 标题：Beyond 投资周记——第 5 期 作者：市值风云 Beyond 【免责声明】本内容所谈及的观点、介绍的工具，仅是本人的个人看法，不构成 具体投资建议。本内容只供付费用户作非商业用途及仅供一般资料及参考之用。 请内容使用者根据自己的实际需求做出独立思考判断。市场有风险，投资定谨慎。 注：本系列报告供市值风云大会员免费观看，单篇定价偏高，感谢您的支持。 本期投资箴语： 在一个非理性的世界里，再也没有什么能够比采取理性化的投资策略更能招致深 重灾难的了。 ——约翰·梅纳德·凯恩斯 第一部分，思维的碰撞 1、dry 问：从总体上看，目前市场是什么状态，在行业轮动吗？会持续多久？ 美元降息预期有多大？ 回答：在第 4 期投资周记中，我对"市场热点扩散的板块和进程"的观察，判断 可能短期 A 股做多力量出现了减弱。几个重要指数中，北证 50 开始构造复杂顶 部，并开始有走弱迹象。 t两个信号可能意味着短期A股做多力量出现了减弱。队北班50指数来看,我观察到该指数构造了一个复杂顶 (北证50指 ...