10月28日，这两大园区同步投运，不仅让自贡快递区域分拨日处理能力突破500万件，川南物流还 实现"智能+冷链"双轮驱动，物流产业"拼图"进一步完善。 变化不止于快。行走两大园区，记者注意到，这里有着独特的"高效密码"。 快 扫描识别，实时追踪 走进圆通速递四川（自贡）智创园的出港库房，记者的第一感受是惊讶——和想象中繁忙的人工分 拣场景不同，现场很少见到工人的身影。 "除了卸车和装车，中间环节可以说是全自动化。"智创园相关负责人林超将记者领到扫描点，只见 快件"搭乘"传送履带依次通过扫描设备，系统通过识别条码的方式快速判断分拣；履带上预留的缝隙能 实现360度扫描，如果条码位置有遮挡，设备还能自动旋转角度，确保精准识别。 林超说，借助这套智能分拣系统，以及"快递滑梯"传送带等创新设计，园区的卸车效率从以往的 1500—2000件/小时提升至4500件/小时，出港分拣线速度稳定在3米/秒，处于行业领先水平。 "双11"热度渐息，圆通速递四川（自贡）智创园的运转步伐却并未放缓。近日，记者在园区内看 到，数条分拣带飞速运转，满载的货车川流不息。百米外的蜀道物流自贡园区里也是同样景象，冷链车 往来繁忙，各种生鲜货品 ...

11月21日，中集车辆盘中下跌2.01%，截至10:34，报9.75元/股，成交5466.79万元，换手率0.38%，总市 值182.73亿元。 资金流向方面，主力资金净流出937.72万元，大单买入473.49万元，占比8.66%，卖出1411.21万元，占 比25.81%。 机构持仓方面，截止2025年9月30日，中集车辆十大流通股东中，大成高鑫股票A（000628）位居第六 大流通股东，持股2505.78万股，相比上期减少502.89万股。 责任编辑：小浪快报 中集车辆所属申万行业为：汽车-商用车-商用载货车。所属概念板块包括：冷链物流、中盘、新能源 车、融资融券、华为概念等。 截至9月30日，中集车辆股东户数2.98万，较上期减少16.07%；人均流通股48786股，较上期增加 19.17%。2025年1月-9月，中集车辆实现营业收入150.12亿元，同比减少5.13%；归母净利润6.22亿元， 同比减少26.23%。 分红方面，中集车辆A股上市后累计派现26.64亿元。近三年，累计派现16.55亿元。 中集车辆今年以来股价涨11.17%，近5个交易日跌4.79%，近20日涨2.20%，近60日涨9. ...

资金流向方面，主力资金净流出1412.94万元，特大单买入1077.78万元，占比3.22%，卖出1463.57万 元，占比4.37%；大单买入5903.05万元，占比17.62%，卖出6930.20万元，占比20.69%。 11月21日，步步高（维权）盘中下跌2.03%，截至10:14，报5.30元/股，成交3.35亿元，换手率2.87%， 总市值142.50亿元。 步步高今年以来股价涨34.18%，近5个交易日跌9.71%，近20日跌7.34%，近60日涨9.05%。 分红方面，步步高A股上市后累计派现16.77亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，步步高十大流通股东中，香港中央结算有限公司退出十大流通股 东之列。 责任编辑：小浪快报 步步高所属申万行业为：商贸零售-一般零售-超市。所属概念板块包括：新零售、REITs概念、社区团 购、统一大市场、冷链物流等。 截至9月30日，步步高股东户数17.25万，较上期增加95.00%；人均流通股12476股，较上期减少 27.06%。2025年1月-9月，步步高实现营业收入32.01亿元，同比增长26.45%；归母净利润2. ...

来源：新浪证券-红岸工作室 11月20日，中集车辆跌1.68%，成交额1.26亿元，换手率0.87%，总市值186.48亿元。 异动分析 统一大市场+氢能源+冷链物流+高端装备+华为概念 1、公司作为全球排名第一的半挂车生产企业， 在全球主要民用领域的主要市场，包括中国、北美、欧 洲及其他地区开展 7大类的半挂车生产与销售及售后市场服务，主要应用场景为道路物流运输。同时也 是知名的冷藏厢式车厢体的制造企业。公司生产的冷藏车产品，凭借出色可靠的产品品质，在冷链物流 运输、冷藏生鲜配送、生物制药及疫苗运输场景中被客户应用。 2、2023年12月1日互动易回复：氢能源方面，本公司根据客户需求已推出氢能源冷藏车厢体产品。 3、公司属于专用汽车制造行业，是全球销量排名第一的半挂车生产企业 ，亦是中国领先的专用车上装 和冷藏厢式车厢体生产企业。公司生产的冷藏车产品，凭借出色可靠的产品品质，在冷链物流运输、冷 藏生鲜配送、生物制药及疫苗运输场景中被客户应用。 4、公司是全球领先的半挂车及专用车高端制造企业、全球销量排名第一的半挂车生产企业，在全球主 要市场开展七大类半挂车的生产、销售和售后市场服务。 5、公司旗下凌宇汽车于 ...

Core Viewpoint - The stock of Jia Shitang has shown a mixed performance in recent trading sessions, with a year-to-date increase of 19.45% but a slight decline in the last five days, indicating potential volatility in investor sentiment [1][2]. Group 1: Stock Performance - On November 20, Jia Shitang's stock rose by 2.01%, reaching 15.23 CNY per share, with a trading volume of 63.68 million CNY and a turnover rate of 1.46%, resulting in a total market capitalization of 4.443 billion CNY [1]. - Year-to-date, Jia Shitang's stock has increased by 19.45%, with a 1.10% decline over the last five trading days, a 7.78% increase over the last 20 days, and a 4.75% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent occurrence on May 8, where it recorded a net buy of -534.52 million CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Jia Shitang reported operating revenue of 14.459 billion CNY, a year-on-year decrease of 21.80%, and a net profit attributable to shareholders of 141 million CNY, down 38.81% year-on-year [2]. - Since its A-share listing, Jia Shitang has distributed a total of 874 million CNY in dividends, with 216 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, Jia Shitang had 22,700 shareholders, an increase of 3.39% from the previous period, with an average of 12,814 circulating shares per shareholder, a decrease of 3.28% [2]. Group 4: Industry Classification - Jia Shitang is classified under the Shenwan industry as part of the pharmaceutical and biological sector, specifically in pharmaceutical commerce and distribution, with involvement in various concept sectors including small-cap stocks, pharmaceutical e-commerce, cold chain logistics, and medical devices [2].

11月20日，中集集团盘中下跌2.06%，截至10:51，报8.56元/股，成交2.62亿元，换手率1.32%，总市值 461.60亿元。 资金流向方面，主力资金净流出3541.94万元，特大单买入689.95万元，占比2.63%，卖出2876.60万元， 占比10.98%；大单买入4247.32万元，占比16.21%，卖出5602.62万元，占比21.38%。 责任编辑：小浪快报 中集集团所属申万行业为：机械设备-通用设备-金属制品。所属概念板块包括：海水淡化、冷链物流、 天然气、可燃冰、远洋运输等。 截至9月30日，中集集团股东户数11.59万，较上期减少13.00%；人均流通股19866股，较上期增加 14.94%。2025年1月-9月，中集集团实现营业收入1170.61亿元，同比减少9.23%；归母净利润15.66亿 元，同比减少14.35%。 分红方面，中集集团A股上市后累计派现186.38亿元。近三年，累计派现20.33亿元。 机构持仓方面，截止2025年9月30日，中集集团十大流通股东中，南方中证500ETF（510500）位居第八 大流通股东，持股2677.52万股，相比上期减少56.14万股 ...

Core Viewpoint - Dongfeng Motor Corporation's stock has experienced fluctuations, with a recent decline of 2.02% and a year-to-date increase of 5.23%, indicating mixed market sentiment towards the company [1]. Financial Performance - For the period from January to September 2025, Dongfeng Motor reported a revenue of 7.011 billion yuan, reflecting a year-on-year decrease of 12.13%. However, the net profit attributable to shareholders increased significantly by 188.57% to 102 million yuan [2]. - Cumulatively, since its A-share listing, Dongfeng has distributed a total of 3.468 billion yuan in dividends, with 156 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Dongfeng was 122,500, a decrease of 6.79% from the previous period. The average number of circulating shares per shareholder increased by 7.28% to 16,328 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 13.1864 million shares, an increase of 5.9705 million shares compared to the previous period. Meanwhile, Southern CSI 1000 ETF and Huaxia CSI 1000 ETF saw slight reductions in their holdings [3]. Market Activity - On November 20, Dongfeng's stock price was reported at 7.75 yuan per share, with a trading volume of 113 million yuan and a turnover rate of 0.72%. The total market capitalization stood at 15.5 billion yuan [1]. - The stock has shown a decline of 1.90% over the last five trading days and a slight increase of 0.91% over the last twenty days [1]. Business Overview - Dongfeng Motor Corporation, established on July 21, 1999, and listed on July 27, 1999, is primarily engaged in the design, manufacturing, and sales of light commercial vehicles, engines, and related components. The main revenue sources are from complete vehicles (90.30%), non-complete vehicles (9.29%), and other sources (0.41%) [1]. - The company operates within the automotive industry, specifically in the commercial vehicle sector, and is associated with various concepts including express delivery, cold chain logistics, hydrogen energy, and battery swapping [1].

Core Viewpoint - Aokema's stock price has shown fluctuations, with a recent decline of 2.08%, while the company has experienced a year-to-date increase of 11.56% in stock price [1] Financial Performance - For the period from January to September 2025, Aokema reported a revenue of 5.671 billion yuan, representing a year-on-year decrease of 11.14% [2] - The net profit attributable to shareholders was -9.0591 million yuan, a significant decline of 420.49% compared to the previous period [2] Shareholder Information - As of September 30, Aokema had 47,100 shareholders, a decrease of 10.48% from the previous period [2] - The average number of circulating shares per shareholder increased by 11.71% to 16,939 shares [2] Dividend Distribution - Aokema has cumulatively distributed 538 million yuan in dividends since its A-share listing, with 104 million yuan distributed over the past three years [3] Company Overview - Aokema, established on December 28, 1998, and listed on December 29, 2000, is located in Qingdao, Shandong Province [1] - The company's main business includes the production and operation of refrigeration appliances, with a revenue composition of 65.82% from refrigeration equipment, 16.15% from other products, and smaller contributions from various categories [1]

Core Viewpoint - The company, CIMC Vehicles, is experiencing a positive market response with a 2.33% increase in stock price and a trading volume of 185 million yuan, indicating strong investor interest in its operations and market position [1] Group 1: Company Overview - CIMC Vehicles is the world's leading manufacturer of semi-trailers, with a significant presence in major markets including China, North America, and Europe, focusing on seven categories of semi-trailer production and sales [2][6] - The company specializes in the production of refrigerated truck bodies, which are utilized in cold chain logistics, fresh food delivery, biopharmaceuticals, and vaccine transportation, highlighting its role in critical supply chains [2][6] - As of September 30, the company reported a revenue of 15.012 billion yuan for the first nine months of 2025, a year-on-year decrease of 5.13%, and a net profit of 622 million yuan, down 26.23% compared to the previous year [6][7] Group 2: Market Position and Trends - The company has launched hydrogen energy refrigerated truck body products in response to customer demand, aligning with trends in sustainable energy and logistics [2] - CIMC Vehicles has signed a cooperation framework agreement with Huawei to enhance digital transformation and intelligent upgrades, indicating a strategic move towards modernization and technological integration [2] - The company operates within the specialized vehicle manufacturing industry and is recognized for its high-quality products, which are essential for various logistics applications [2][6] Group 3: Financial Analysis - The average trading cost of CIMC Vehicles' stock is 9.11 yuan, with the current stock price fluctuating between resistance at 10.58 yuan and support at 9.65 yuan, suggesting potential for short-term trading strategies [4][5] - The stock has seen a net inflow of 10.0362 million yuan today, with a lack of significant trends in major shareholder movements, indicating a dispersed ownership structure [3][4]

来源：新浪证券-红岸工作室 5、公司招股书：公司以涡旋压缩机的国产化为己任，专注于提供节能高效、可靠性高、噪音低的涡旋 式压缩机及其应用技术的研制开发、生产销售及售前售后服务。 2022年，受地缘政治等因素影响，俄 罗斯地区的订单增加较多，同时，公司加大印度市场开拓力度，使得公司向俄罗斯、印度出口收入明显 增加。 2022年前五大出口国家为俄罗斯、巴西、印度、斯洛伐克和美国，合计销售金额占外销收入比 为 80.16%。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 11月19日，英华特跌3.47%，成交额4626.77万元，换手率3.41%，总市值25.06亿元。 异动分析 空气能热泵+专精特新+汽车热管理+冷链物流+中俄贸易概念 1、根据招股说明书：公司主要从事涡旋压缩机的研发、生产和销售，目前产品主要运用于热泵、商用 空调、冷冻冷藏设备等制冷（制热）设备。 2、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及 ...