炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：尺度商业 文 | 董武英 编辑 | 刘振涛 2025年结束，A股市场也圆满收官，创业板指数全年大涨近50%。在众多股价上涨的创业板上市公司 中，近期股价屡创新高的恒勃股份表现尤为突出。 Wind平台显示，最后5个交易日，恒勃股份股价屡创新高，2025年全年，恒勃股份累计涨幅高达 527.03%，总市值高达171.09亿元，成为年末表现最为亮眼的上市公司之一。 如此高光的股票表现，无疑说明了投资者对恒勃股份的高度看好。恒勃股份的发展成长离不开核心人物 周书忠的努力，白手起家，前瞻的眼光，抓住了摩托车和汽车变革的机遇，打造了上市企业。 而2025年来恒勃股份高光表现的背后，恒勃股份和周书忠究竟又向资本市场讲出了什么新故事？ 穷孩子白手起家创业30年 干出171亿市值上市公司 恒勃股份从无到有，再到171亿市值的过程，是一名穷苦子弟白手起家的励志故事。 1969年，周书忠出生于台州市路桥区蓬街镇一个穷苦家庭。他在接受采访时曾表示，小时候总是吃不 饱、穿不暖，连上学的学费也要东拼西凑。有媒体报道称，周书忠连初中都没毕业就和哥哥外出谋生 了 ...

Group 1 - The core viewpoint of the news is that Lingyun Co., Ltd. has shown significant stock performance with a year-to-date increase of 55.29% and a recent rise of 2.23% on December 30, 2023, reaching a stock price of 12.40 yuan per share [1] - As of September 30, 2023, Lingyun Co., Ltd. reported a revenue of 14.07 billion yuan for the first nine months of 2023, reflecting a year-on-year growth of 5.41%, and a net profit attributable to shareholders of 588 million yuan, which is a 17.47% increase year-on-year [2] - The company primarily operates in the automotive parts sector, with 91.23% of its revenue coming from automotive components, 5.27% from plastic pipeline systems, and 3.56% from other sources [1] Group 2 - The company has a total market capitalization of 15.156 billion yuan and has seen a net inflow of main funds amounting to 7.90 million yuan on December 30, 2023 [1] - Lingyun Co., Ltd. has a total of 55,900 shareholders as of September 30, 2023, which is an increase of 20.56% compared to the previous period [2] - The company has distributed a total of 1.689 billion yuan in dividends since its A-share listing, with 837 million yuan distributed over the past three years [3]

12月29日，沪光股份盘中上涨2.15%，截至13:11，报30.47元/股，成交1.40亿元，换手率1.07%，总市值 141.39亿元。 资金流向方面，主力资金净流入121.99万元，特大单买入831.77万元，占比5.94%，卖出1309.55万元， 占比9.35%；大单买入2582.28万元，占比18.44%，卖出1982.50万元，占比14.16%。 沪光股份今年以来股价跌5.96%，近5个交易日涨4.39%，近20日跌2.65%，近60日跌17.51%。 资料显示，昆山沪光汽车电器股份有限公司位于江苏省昆山市张浦镇沪光路388号，成立日期1997年3月 31日，上市日期2020年8月18日，公司主营业务涉及汽车高低压线束的研发、生产及销售。主营业务收 入构成为：汽车线束95.88%，汽车配件及其他4.12%。 沪光股份所属申万行业为：汽车-汽车零部件-汽车电子电气系统。所属概念板块包括：华为汽车、人形 机器人、机器人概念、汽车零部件、新能源车等。 截至10月31日，沪光股份股东户数1.49万，较上期增加16.29%；人均流通股29349股，较上期减少 14.01%。2025年1月-9月，沪光股份实 ...

今年以来浙江仙通已经1次登上龙虎榜，最近一次登上龙虎榜为9月23日。 资料显示，浙江仙通橡塑股份有限公司位于浙江省台州市仙居县现代工业集聚区，成立日期1996年11月 25日，上市日期2016年12月30日，公司主营业务涉及汽车密封条等汽车零部件的研发、设计、生产和销 售。主营业务收入构成为：橡胶密封条80.47%，塑胶密封条16.22%，其他(补充)2.72%，金属辊压件 0.59%。 12月29日，浙江仙通盘中上涨2.09%，截至10:44，报21.05元/股，成交7655.88万元，换手率1.37%，总 市值56.99亿元。 资金流向方面，主力资金净流入124.36万元，特大单买入432.60万元，占比5.65%，卖出506.98万元，占 比6.62%；大单买入1407.46万元，占比18.38%，卖出1208.72万元，占比15.79%。 浙江仙通今年以来股价涨58.99%，近5个交易日涨0.29%，近20日涨7.89%，近60日跌5.31%。 浙江仙通所属申万行业为：汽车-汽车零部件-其他汽车零部件。所属概念板块包括：专精特新、华为汽 车、奇瑞汽车概念、机器人概念、汽车零部件等。 截至9月30日，浙 ...

沪光股份所属申万行业为：汽车-汽车零部件-汽车电子电气系统。所属概念板块包括：人形机器人、汽 车零部件、机器人概念、基金重仓、华为汽车等。 截至10月31日，沪光股份股东户数1.49万，较上期增加16.29%；人均流通股29349股，较上期减少 14.01%。2025年1月-9月，沪光股份实现营业收入58.38亿元，同比增长5.54%；归母净利润4.25亿元，同 比减少3.10%。 资金流向方面，主力资金净流出112.31万元，特大单买入138.28万元，占比2.89%，卖出146.27万元，占 比3.06%；大单买入620.76万元，占比12.99%，卖出725.08万元，占比15.17%。 沪光股份今年以来股价跌9.41%，近5个交易日跌0.68%，近20日涨0.20%，近60日跌17.65%。 资料显示，昆山沪光汽车电器股份有限公司位于江苏省昆山市张浦镇沪光路388号，成立日期1997年3月 31日，上市日期2020年8月18日，公司主营业务涉及汽车高低压线束的研发、生产及销售。主营业务收 入构成为：汽车线束95.88%，汽车配件及其他4.12%。 12月18日，沪光股份盘中下跌2.00%，截至13:4 ...

12月4日，星宇股份盘中上涨2.02%，截至13:03，报125.32元/股，成交1.51亿元，换手率0.42%，总市值 358.01亿元。 资金流向方面，主力资金净流出1099.39万元，大单买入2480.32万元，占比16.48%，卖出3579.72万元， 占比23.78%。 星宇股份今年以来股价跌5.05%，近5个交易日涨3.57%，近20日涨0.02%，近60日涨4.88%。 资料显示，常州星宇车灯股份有限公司位于江苏省常州市新北区秦岭路182号，成立日期2000年5月18 日，上市日期2011年2月1日，公司主营业务涉及整车制造企业提供配套车灯产品,专注于汽车(主要是乘 用车)车灯的研发、设计、制造和销售。主营业务收入构成为：汽车零部件95.71%，其他4.29%。 星宇股份所属申万行业为：汽车-汽车零部件-车身附件及饰件。所属概念板块包括：车联网（车路 云）、华为汽车、汽车电子、汽车零部件、智能汽车等。 截至9月30日，星宇股份股东户数1.38万，较上期增加19.06%；人均流通股20772股，较上期减少 16.01%。2025年1月-9月，星宇股份实现营业收入107.10亿元，同比增长16.09 ...

Core Viewpoint - The company, Ningbo Junpu Intelligent Manufacturing Co., Ltd., is actively expanding its business in the fields of humanoid robots, automotive thermal management, and new energy vehicles, benefiting from the depreciation of the RMB and strategic partnerships with major clients [2][3]. Group 1: Company Developments - The company established a joint venture with Zhiyuan Robotics to co-develop, produce, and sell general humanoid robot bodies [2]. - It completed a significant project for Procter & Gamble, marking the largest investment in intelligent manufacturing equipment for electric shavers in nearly a decade [2]. - The company is providing intelligent manufacturing solutions for various clients, including ZF, Porsche, Ford, and Midea Group, focusing on advanced technologies in the automotive sector [2]. Group 2: Financial Performance - For the first nine months of 2025, the company reported a revenue of 1.508 billion yuan, a year-on-year decrease of 4.09%, and a net profit attributable to shareholders of -54.34 million yuan, a decline of 11.42% [8]. - The company's overseas revenue accounted for 71.98% of total revenue, benefiting from the depreciation of the RMB [3]. Group 3: Market Position and Shareholder Information - The company operates in the mechanical equipment sector, specifically in automation equipment, and is involved in various concept sectors such as AI chips and machine vision [8]. - As of September 30, 2025, the number of shareholders increased by 12.38%, with an average of 40,981 circulating shares per person, a decrease of 11.02% [8].

Core Viewpoint - Xingyu Co., Ltd. has experienced a decline in stock price and trading activity, with a notable drop in market capitalization and net outflow of funds, indicating potential investor concerns [1][2]. Financial Performance - For the period from January to September 2025, Xingyu Co., Ltd. achieved a revenue of 10.71 billion yuan, representing a year-on-year growth of 16.09% [2]. - The net profit attributable to shareholders for the same period was 1.14 billion yuan, reflecting a year-on-year increase of 16.76% [2]. - Cumulative cash dividends since the company's A-share listing amount to 3.71 billion yuan, with 1.14 billion yuan distributed over the past three years [2]. Stock Market Activity - As of November 27, the stock price of Xingyu Co., Ltd. was 120.91 yuan per share, with a market capitalization of 34.54 billion yuan [1]. - The stock has declined by 8.39% year-to-date, with a 1.27% drop over the last five trading days and a 6.16% decline over the past 20 days [1]. - The company experienced a net outflow of 21.16 million yuan in principal funds, with significant selling pressure observed [1]. Shareholder Composition - As of September 30, 2025, the number of shareholders increased by 19.06% to 13,800, while the average circulating shares per person decreased by 16.01% to 20,772 shares [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 36.86 million shares, an increase of 12.72 million shares from the previous period [2]. - Other notable shareholders include various ETFs and mutual funds, with some experiencing reductions in their holdings [2].

Core Viewpoint - Shanghai Yanpu's stock price has shown significant volatility, with a year-to-date increase of 41.16% but a recent decline over various trading periods, indicating potential market fluctuations and investor sentiment changes [1]. Financial Performance - For the period from January to September 2025, Shanghai Yanpu achieved a revenue of 1.608 billion yuan, representing a year-on-year growth of 7.32%. The net profit attributable to shareholders was 127 million yuan, reflecting a year-on-year increase of 16.67% [2]. - Cumulative cash dividends since the company's A-share listing amount to 153 million yuan, with 94.6581 million yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders for Shanghai Yanpu reached 10,700, an increase of 11.73% from the previous period. The average number of circulating shares per shareholder decreased by 10.50% to 19,736 shares [2]. - Among the top ten circulating shareholders, notable changes include a decrease in holdings by the sixth-largest shareholder, and the ninth-largest shareholder, a new entrant, has acquired 2.1451 million shares [3]. Market Activity - As of November 24, the stock price of Shanghai Yanpu was 34.74 yuan per share, with a trading volume of 84.8365 million yuan and a turnover rate of 1.18%. The total market capitalization stood at 7.335 billion yuan [1]. - The stock has experienced a net outflow of 9.2876 million yuan in principal funds, with significant selling pressure observed in large orders [1].

Core Viewpoint - Shanghai Yanpu's stock price has experienced fluctuations, with a year-to-date increase of 45.91% but a recent decline in the last few trading days, indicating potential volatility in the market [1]. Company Overview - Shanghai Yanpu Precision Technology (Group) Co., Ltd. was established on April 19, 1999, and listed on September 15, 2020. The company specializes in the research, production, and sales of various automotive seat frame assemblies, seat slide assemblies, and related components [1]. - The main revenue composition includes: frame assemblies (67.32%), stamped parts (24.92%), injection molded parts (3.45%), molds (2.19%), and others (2.14%) [1]. Financial Performance - For the period from January to September 2025, Shanghai Yanpu achieved operating revenue of 1.608 billion yuan, representing a year-on-year growth of 7.32%. The net profit attributable to shareholders was 127 million yuan, reflecting a year-on-year increase of 16.67% [2]. - Cumulative cash dividends since the A-share listing amount to 153 million yuan, with 94.6581 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 10,700, up by 11.73%. The average circulating shares per person decreased by 10.50% to 19,736 shares [2]. - Among the top ten circulating shareholders, notable changes include a reduction in holdings by the sixth-largest shareholder, and the ninth-largest shareholder being a new entrant [3].