前言 面对每晚海量的公告无从下手？《公告臻选》助你高效决策！专业筛选每晚最重要的关键公告，提供通 俗易懂的深度解读，揭示复杂术语背后的投资机会。助你10分钟掌握市场全貌，决胜开盘之前。 【臻选回顾】 1月13日提示《电网设备+特高压+智能电网+储能+虚拟电厂+充电桩！公司签订6298万元北美数据 中心项目电力设备合同》，安靠智电(300617)1月14日放量大涨，盘中最大涨幅超过15%，最终收 涨8.28%。 【今日速览】 ①电子元件+华为海思+超级电容+国产替代+国防军工！钽电容龙头企业子公司拟投资10亿元建设特 种器件晶圆制造封测基地项目； 1月12日提示《PCB+5G+芯片+毫米波雷达+华为概念！公司计划3亿美元投资高密度光电集成线路 板项目》，沪电股份(002463)1月13日收涨0.46%，1月14日大涨6.02%，2个交易日最大涨幅接近 10%； ③5G+IDC+高速连接器+液冷散热+英伟达概念！公司拟募资不超9.3亿元用于高速通讯及液冷生产 建设等项目。 点击解锁付费内容，捕捉每天公告中的"黄金机会"！ ②虚拟现实+AI智能体+智算中心+华为概念+抖音概念！公司已跟华为昇腾做全栈适配，也是字节跳 ...

Group 1 - The core point of the article highlights the recent stock performance and financial metrics of Suzhou Keda, indicating a decline in stock price by 2.01% on January 14, with a current price of 11.68 CNY per share and a total market capitalization of 6.725 billion CNY [1] - The company has seen a year-to-date stock price increase of 5.89%, with notable gains of 2.91% over the last five trading days, 12.74% over the last twenty days, and 44.02% over the last sixty days [1] - Suzhou Keda's main business involves the development, manufacturing, and sales of video conferencing systems, video surveillance systems, and integrated communication systems, with revenue contributions from industry application products (37.44%), video conferencing (35.18%), video surveillance (22.13%), and others (5.25%) [1] Group 2 - As of December 19, the number of shareholders for Suzhou Keda is 29,000, reflecting a decrease of 3.33%, while the average number of circulating shares per person has increased by 3.45% to 19,706 shares [2] - For the period from January to September 2025, Suzhou Keda reported a revenue of 741 million CNY, representing a year-on-year growth of 0.19%, while the net profit attributable to shareholders was -351 million CNY, showing a year-on-year increase of 1.38% [2] - Since its A-share listing, Suzhou Keda has distributed a total of 142 million CNY in dividends, with no dividends paid in the last three years [3]

分红方面，利元亨A股上市后累计派现8724.18万元。近三年，累计派现3532.18万元。 资料显示，广东利元亨智能装备股份有限公司位于广东省惠州市惠城区马安镇新鹏路4号，成立日期 2014年11月19日，上市日期2021年7月1日，公司主营业务涉及智能制造装备的研发、生产及销售,为锂 电池、汽车零部件、精密电子、安防、轨道交通等行业提供高端装备和工厂自动化解决方案。主营业务 收入构成为：锂电池制造设备80.56%，增值配件及服务12.23%，智能仓储设备3.62%，汽车零部件制造 设备2.72%，其他领域制造设备0.87%。 利元亨所属申万行业为：电力设备-电池-锂电专用设备。所属概念板块包括：宁德时代概念、华为概 念、人形机器人、储能、工业4.0等。 截至9月30日，利元亨股东户数2.46万，较上期增加9.92%；人均流通股6861股，较上期减少9.02%。 2025年1月-9月，利元亨实现营业收入24.24亿元，同比增长4.37%；归母净利润4749.29万元，同比增长 109.14%。 1月14日，利元亨盘中上涨2.03%，截至10:14，报65.93元/股，成交2.01亿元，换手率1.84%，总市值 ...

美瑞新材所属申万行业为：基础化工-化学制品-聚氨酯。所属概念板块包括：可降解、小米概念、充电 桩、新材料、华为概念等。 1月14日，美瑞新材盘中上涨2.03%，截至09:47，报16.12元/股，成交3751.71万元，换手率0.93%，总市 值68.98亿元。 资金流向方面，主力资金净流入154.28万元，特大单买入241.90万元，占比6.45%，卖出0.00元，占比 0.00%；大单买入736.62万元，占比19.63%，卖出824.24万元，占比21.97%。 美瑞新材今年以来股价涨1.90%，近5个交易日涨3.60%，近20日涨10.26%，近60日涨5.08%。 资料显示，美瑞新材料股份有限公司位于山东省烟台开发区长沙大街35号，成立日期2009年9月4日，上 市日期2020年7月20日，公司主营业务涉及热塑性聚氨酯弹性体(TPU)的研发、生产、销售和技术服 务。主营业务收入构成为：聚氨酯新材料95.24%，功能化工品原料4.51%，副产品及其他0.25%。 截至9月30日，美瑞新材股东户数1.28万，较上期减少9.91%；人均流通股19809股，较上期增加 17.35%。2025年1月-9月，美 ...

鸿合科技所属申万行业为：电子-光学光电子-面板。所属概念板块包括：社保重仓、华为概念、物联 网、手势识别、托育概念等。 1月13日，鸿合科技盘中下跌2.02%，截至14:09，报29.62元/股，成交1.20亿元，换手率2.04%，总市值 70.09亿元。 资金流向方面，主力资金净流出1112.58万元，特大单买入221.48万元，占比1.84%，卖出641.42万元， 占比5.34%；大单买入1830.45万元，占比15.24%，卖出2523.09万元，占比21.01%。 鸿合科技今年以来股价跌2.15%，近5个交易日跌1.66%，近20日跌0.60%，近60日涨15.25%。 资料显示，鸿合科技股份有限公司位于北京市朝阳区北辰东路8号院北辰时代大厦9层，成立日期2010年 5月28日，上市日期2019年5月23日，公司主营业务涉及智能交互显示产品及智能视听解决方案的设计、 研发、生产与销售。主营业务收入构成为：IWB产品73.68%，其他智能交互产品18.91%，智能视听解 决方案7.42%。 截至1月9日，鸿合科技股东户数1.69万，较上期减少1.46%；人均流通股11647股，较上期增加1.48%。 ...

Core Viewpoint - Lito Electronics has experienced a stock price decline of 2.03% on January 13, 2023, with a current price of 28.00 CNY per share and a total market capitalization of 7.347 billion CNY [1] Group 1: Stock Performance - The stock price of Lito Electronics has increased by 5.07% year-to-date, with a 0.86% rise over the last five trading days, 1.67% over the last twenty days, and 23.40% over the last sixty days [1] - As of January 13, 2023, the trading volume was 249 million CNY, with a turnover rate of 3.44% [1] Group 2: Financial Performance - For the period from January to September 2025, Lito Electronics reported a revenue of 2.463 billion CNY, representing a year-on-year growth of 65.18%, and a net profit attributable to shareholders of 216 million CNY, reflecting a significant increase of 309.76% [2] Group 3: Shareholder Information - As of December 31, 2025, the number of shareholders for Lito Electronics increased to 33,100, marking a 3.57% rise from the previous period, while the average number of circulating shares per person decreased by 3.45% to 7,739 shares [2] - The company has distributed a total of 171 million CNY in dividends since its A-share listing, with 100 million CNY distributed over the past three years [3] Group 4: Business Overview - Lito Electronics, established on November 25, 1980, and listed on December 24, 2018, specializes in the design, production, and sales of precision metal structural components and electronic components for the LCD display sector [1] - The company's revenue composition includes precision metal stamping structural components (60.39%), computing services (32.02%), electronic components (4.24%), molds (1.49%), other (1.39%), and bases (0.47%) [1] - Lito Electronics is categorized under the electronic industry, specifically in consumer electronics and components, with relevant concepts including integrated circuits, Huawei concepts, chip concepts, and consumer electronics [1]

1月13日，有研新材盘中下跌2.06%，截至10:31，报21.92元/股，成交4.47亿元，换手率2.38%，总市值 185.56亿元。 资金流向方面，主力资金净流出4274.35万元，特大单买入1424.45万元，占比3.19%，卖出3724.45万 元，占比8.33%；大单买入7795.62万元，占比17.44%，卖出9769.96万元，占比21.86%。 有研新材今年以来股价涨7.82%，近5个交易日涨0.37%，近20日涨8.19%，近60日跌1.70%。 资料显示，有研新材料股份有限公司位于北京市西城区新街口外大街2号D座有研科技创新中心18层 1801，成立日期1999年3月12日，上市日期1999年3月19日，公司主营业务涉及半导体材料、稀土材料、 光电材料、高纯/超高纯金属材料等先进功能材料的研发、生产和销售。主营业务收入构成为：高纯/超 高纯金属材料74.75%，稀土材料23.52%，红外光学材料2.18%，医疗器械材料0.73%，其他0.02%。 有研新材所属申万行业为：电子-半导体-半导体材料。所属概念板块包括：华为概念、融资融券、基金 重仓、中盘、稀土永磁等。 截至12月10日，有研 ...

1月7日提示《国产芯片+TWS耳机+AI眼镜+智能穿戴！公司早期投资摩尔线程和沐曦股份大获成 功，2025年净利预增超3.5倍》，中科蓝讯（688332）1月8日、9日、12日分别上涨6.30%、 2.26%、2.79%，累计涨超10%；1月7日提示《航空航天+国防军工+超材料+无人机+人形机器人！ 公司超材料技术已得到航空领域客户的广泛认可并在新一代航空装备中已实现大规模应用》，光启技 术（002625）1月8日低开高走上涨1.51%，1月9日放量封死涨停至收盘，1月12日再度上涨3.9%， 3个交易日累涨超15%；1月8日提示《航空航天+国防军工+商业航天+卫星互联网+北斗导航！公司 是航天工程线缆领域重要配套商，持续为长征系列火箭进行配套》，全信股份(300447)1月9日低开 高走收涨5.66%，1月12日放量大涨15.28%，2个交易日累涨超20%。 【今日速览】 前言 面对每晚海量的公告无从下手？《公告臻选》助你高效决策！专业筛选每晚最重要的关键公告，提供通 俗易懂的深度解读，揭示复杂术语背后的投资机会。助你10分钟掌握市场全貌，决胜开盘之前。 【臻选回顾】 ①PCB+5G+芯片+毫米波雷达+华为 ...

Core Viewpoint - The company, Chongqing International Composite Materials Co., Ltd., has made significant advancements in the production of glass fiber and its applications in high-tech sectors such as 5G and PCB, addressing the long-standing reliance on imported materials [2][3]. Company Overview - Chongqing International Composite Materials Co., Ltd. was established on August 27, 1991, and listed on December 26, 2023. The company specializes in the research, production, and sales of glass fiber and its products, with 97.51% of its revenue coming from this segment [7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 6.413 billion yuan, representing a year-on-year growth of 19.01%. The net profit attributable to shareholders was 273 million yuan, showing a substantial increase of 273.53% compared to the previous year [8]. Product Development - The company has successfully developed low-dielectric glass fiber for 5G applications, which has entered mass production and is being utilized in Huawei's flagship smartphones and key communication products [2][3][5]. Market Position - The company emphasizes the accumulation and innovation of core glass fiber technologies, mastering the entire production process from design to surface treatment. It adopts a differentiated and high-end product strategy, maintaining a strong competitive advantage in various niche markets [3][5]. Shareholder Information - As of November 20, the number of shareholders for the company was 75,100, a decrease of 4.24% from the previous period. The average number of circulating shares per person increased by 4.42% to 18,696 shares [8]. Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited, which increased its holdings by 21.164 million shares, and new entrants like Huaxia CSI 1000 ETF, which holds 6.1478 million shares [9].

Core Viewpoint - The stock of Lianying Laser has shown significant growth in recent trading sessions, with a notable increase in both price and trading volume, indicating strong investor interest and potential for further appreciation [1][2]. Group 1: Stock Performance - Lianying Laser's stock price increased by 15.64% year-to-date, with a 7.30% rise over the last five trading days, 22.08% over the last 20 days, and 20.51% over the last 60 days [2]. - As of January 12, the stock was trading at 28.09 CNY per share, with a market capitalization of 9.588 billion CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Lianying Laser reported a revenue of 2.248 billion CNY, reflecting a year-on-year growth of 2.16%, and a net profit attributable to shareholders of 108 million CNY, which is a 14.08% increase year-on-year [2]. - The company has distributed a total of 214 million CNY in dividends since its A-share listing, with 143 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Lianying Laser was 15,100, a decrease of 6.68% from the previous period, while the average number of circulating shares per shareholder increased by 7.16% to 22,559 shares [2]. - Among the top ten circulating shareholders, Jin Ying Technology Innovation Stock A and Hua An Ju You Selected Mixed Fund are notable, with the former holding 5.4702 million shares and the latter being a new entrant with 4.7433 million shares [3].