12月1日，华尔泰盘中上涨2.05%，截至10:14，报14.42元/股，成交3637.89万元，换手率0.78%，总市值 47.86亿元。 华尔泰所属申万行业为：基础化工-化学原料-其他化学原料。所属概念板块包括：化肥、小盘、电子化 学品、锂电池等。 截至9月30日，华尔泰股东户数2.18万，较上期减少5.07%；人均流通股15073股，较上期增加5.34%。 2025年1月-9月，华尔泰实现营业收入15.22亿元，同比增长26.07%；归母净利润2198.31万元，同比减少 72.61%。 分红方面，华尔泰A股上市后累计派现1.99亿元。近三年，累计派现9956.10万元。 责任编辑：小浪快报 资金流向方面，主力资金净流入416.44万元，大单买入908.44万元，占比24.97%，卖出492.01万元，占 比13.52%。 华尔泰今年以来股价涨2.78%，近5个交易日涨5.87%，近20日涨1.41%，近60日涨23.99%。 今年以来华尔泰已经1次登上龙虎榜，最近一次登上龙虎榜为3月28日，当日龙虎榜净买入-402.68万 元；买入总计1.15亿元 ，占总成交额比12.59%；卖出总计1.19亿元 ， ...

12月1日，星星科技盘中上涨2.06%，截至10:14，报4.45元/股，成交1.47亿元，换手率1.50%，总市值 100.94亿元。 截至9月30日，星星科技股东户数9.38万，较上期减少8.27%；人均流通股23904股，较上期增加 48.82%。2025年1月-9月，星星科技实现营业收入12.13亿元，同比增长41.32%；归母净利润-566.02万 元，同比增长95.57%。 分红方面，星星科技A股上市后累计派现6241.93万元。近三年，累计派现0.00元。 资料显示，江西星星科技股份有限公司位于浙江省台州市台州湾新区三甲街道甲南大道3505号，成立日 期2003年9月25日，上市日期2011年8月19日，公司主营业务涉及手机、平板电脑等产品视窗防护屏、触 控显示模组的研发和制造;智能消费电子高精密结构件的研发、制造和销售。主营业务收入构成为：电 动自行车29.12%，电动摩托车18.53%，结构件类12.93%，电动车配件12.90%，触控显示类12.86%，视 窗防护屏类12.66%，其他1.00%。 星星科技所属申万行业为：电子-消费电子-消费电子零部件及组装。所属概念板块包括：小盘、低价、 ...

Core Insights - Hainan Ruize's stock price increased by 2.05% on December 1, reaching 6.47 CNY per share, with a total market capitalization of 7.425 billion CNY [1] - The company has seen a significant stock price increase of 82.77% year-to-date, with a 32.31% rise over the last five trading days [1] Financial Performance - For the period from January to September 2025, Hainan Ruize reported a revenue of 894 million CNY, a year-on-year decrease of 13.77%, while the net profit attributable to shareholders was -81.1977 million CNY, an increase of 6.70% [2] - The company's main business revenue composition includes 75.72% from ready-mixed concrete and 23.17% from municipal sanitation [2] Shareholder Information - As of September 30, Hainan Ruize had 64,800 shareholders, an increase of 41.63% from the previous period, with an average of 17,699 circulating shares per shareholder, a decrease of 29.39% [2] Market Activity - Hainan Ruize has appeared on the "Dragon and Tiger List" five times this year, with the most recent instance on November 28, where it recorded a net purchase of 148 million CNY [1]

Core Insights - The stock price of Dawi Co., Ltd. increased by 2.01% on December 1, reaching 27.94 CNY per share, with a total market capitalization of 6.634 billion CNY [1] - The company has seen a year-to-date stock price increase of 106.21%, but has experienced a decline of 5.86% over the last five trading days [1] Financial Performance - For the period from January to September 2025, Dawi Co., Ltd. reported a revenue of 879 million CNY, representing a year-on-year growth of 9.90% [2] - The net profit attributable to the parent company was -7.5262 million CNY, showing a significant year-on-year increase of 71.58% [2] Shareholder Information - As of September 30, the number of shareholders for Dawi Co., Ltd. was 51,900, a decrease of 19.26% from the previous period [2] - The average number of tradable shares per shareholder increased by 24.10% to 3,979 shares [2] Business Overview - Dawi Co., Ltd. operates in the new generation information technology and automotive manufacturing sectors, with its main business segments being semiconductor memory (92.16% of revenue), slow-acting devices (4.69%), and new energy materials (1.37%) [2] - The company is categorized under the electronic-semiconductor-digital chip design industry and is involved in various concept sectors including lithium batteries and tire pressure monitoring [2] Dividend Information - Since its A-share listing, Dawi Co., Ltd. has distributed a total of 84.2937 million CNY in dividends, with 4.9837 million CNY distributed over the last three years [3]

Core Viewpoint - China Wuyi's stock price has shown significant growth this year, with a year-to-date increase of 30.32% and a recent surge in trading activity, indicating potential investor interest and market volatility [1][2]. Group 1: Stock Performance - As of December 1, China Wuyi's stock rose by 2.27% to 3.61 CNY per share, with a trading volume of 1.47 billion CNY and a turnover rate of 2.64%, resulting in a total market capitalization of 56.70 billion CNY [1]. - The stock has experienced a 7.76% increase over the last five trading days, a 16.08% increase over the last 20 days, and a 33.21% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on November 19, where it recorded a net buy of -22.71 million CNY [1]. Group 2: Company Overview - China Wuyi, established on January 31, 1992, and listed on July 15, 1997, is based in Fuzhou, Fujian Province, and operates in real estate development, international engineering contracting, prefabricated construction, and international trade [2]. - The company's revenue composition includes commercial trade (39.00%), construction products (32.67%), real estate development products (24.16%), leasing and others (2.25%), and property services (1.93%) [2]. - As of September 30, the number of shareholders decreased by 10.47% to 36,900, while the average circulating shares per person increased by 11.69% to 42,614 shares [2]. Group 3: Financial Performance - For the period from January to September 2025, China Wuyi reported a revenue of 2.351 billion CNY, reflecting a year-on-year decrease of 50.41%, and a net profit attributable to shareholders of -148 million CNY, a significant decline of 416.49% [2]. - The company has distributed a total of 705 million CNY in dividends since its A-share listing, with 31.415 million CNY distributed over the past three years [3]. - As of September 30, 2025, the largest circulating shareholder is Hong Kong Central Clearing Limited, holding 20.4017 million shares, an increase of 14.4637 million shares from the previous period [3].

国安达今年以来股价涨6.95%，近5个交易日涨5.88%，近20日涨15.15%，近60日涨2.94%。 今年以来国安达已经2次登上龙虎榜，最近一次登上龙虎榜为8月25日，当日龙虎榜净买入-2097.34万 元；买入总计1.70亿元 ，占总成交额比18.23%；卖出总计1.91亿元 ，占总成交额比20.47%。 12月1日，国安达盘中上涨2.09%，截至09:47，报24.47元/股，成交1.77亿元，换手率6.01%，总市值 44.49亿元。 资金流向方面，主力资金净流出562.19万元，特大单买入829.76万元，占比4.69%，卖出1281.75万元， 占比7.25%；大单买入4416.00万元，占比24.98%，卖出4526.20万元，占比25.60%。 分红方面，国安达A股上市后累计派现1.29亿元。近三年，累计派现5225.25万元。 责任编辑：小浪快报 国安达所属申万行业为：机械设备-专用设备-其他专用设备。所属概念板块包括：小盘、特高压、宁德 时代概念、消防概念、储能等。 截至11月10日，国安达股东户数1.77万，较上期增加7.02%；人均流通股6864股，较上期减少6.56%。 2025年 ...

Core Viewpoint - Jianbang Co., Ltd. plans to repurchase shares through centralized bidding, with a total amount between 15 million and 30 million yuan, and a maximum repurchase price of 38.00 yuan per share, which is 54.03% higher than the current price of 24.67 yuan [1]. Group 1: Company Overview - Jianbang Co., Ltd. is located in Jining, Shandong Province, and was established on June 10, 2014. The company focuses on the research, production, and sales of environmentally friendly additives for polymer materials [1]. - The main business revenue composition includes: Saike 50.12%, DBM/SBM 23.73%, titanium ester 14.67%, acetylacetone salt 8.93%, and others 2.56% [1]. - The company belongs to the Shenwan industry category of basic chemicals - chemical products - other chemical products, and is associated with concepts such as energy conservation and environmental protection, new materials, small-cap stocks, lithium batteries, and newly listed stocks [1]. Group 2: Financial Performance - As of September 30, the number of shareholders of Jianbang Co., Ltd. is 15,400, an increase of 0.12% from the previous period, with an average of 4,042 circulating shares per person, which is an increase of 55.56% [2]. - For the period from January to September 2025, Jianbang Co., Ltd. achieved operating revenue of 469 million yuan, a year-on-year decrease of 9.45%, and a net profit attributable to the parent company of 107 million yuan, a year-on-year decrease of 17.71% [2]. - The company has distributed a total of 192 million yuan in dividends since its A-share listing [3].

Core Viewpoint - Huayuan Holdings announced a share buyback plan with a total amount between 30 million and 60 million yuan, with a maximum buyback price of 16.00 yuan per share, which is 49.39% higher than the current price of 10.71 yuan [1] Group 1: Share Buyback Details - The buyback will be funded by self-owned and self-raised funds, with a duration of 12 months [1] - This is the second buyback announcement for the year; the first was on July 17, 2025, with a planned amount between 20 million and 40 million yuan and a maximum price of 12.28 yuan per share [1] - Since the last buyback announcement, the company has repurchased 4.4118 million shares, amounting to approximately 39.90 million yuan, with a stock price increase of 24.97% during that period [1] Group 2: Company Overview - Huayuan Holdings, established on June 23, 1998, and listed on December 31, 2015, is located in Suzhou, Jiangsu Province, and specializes in the production and sales of metal packaging products [2] - The company's main business revenue composition includes: chemical cans (55.93%), food packaging (18.27%), injection molded products (15.43%), blow molded products (8.58%), and others (1.79%) [2] - As of September 30, 2025, the number of shareholders decreased by 6.67% to 18,500, with an average of 13,595 circulating shares per person, an increase of 7.14% [2] Group 3: Financial Performance - For the period from January to September 2025, Huayuan Holdings achieved a revenue of 1.775 billion yuan, a year-on-year decrease of 5.56%, while the net profit attributable to shareholders increased by 45.91% to 85.6066 million yuan [2] - The company has distributed a total of 296 million yuan in dividends since its A-share listing, with 33.2399 million yuan distributed over the past three years [3] Group 4: Institutional Holdings - As of September 30, 2025, notable new institutional shareholders include: Bodao Growth Zhihang Stock A (holding 2.3564 million shares), Nuoan Multi-Strategy Mixed A (holding 1.9066 million shares), and Bodao Yuanhang Mixed A (holding 1.8208 million shares) [3]

Core Viewpoint - The company, Meixin Technology, is experiencing a slight increase in stock price and is benefiting from the depreciation of the RMB, with a significant portion of its revenue coming from overseas sales [1][3]. Company Overview - Meixin Technology Co., Ltd. is located in Huizhou, Guangdong Province, and was established on June 16, 2004. It specializes in the research, production, and sales of plastic-wood composite materials and products [6]. - The company's main business revenue composition includes wall panels (55.37%), outdoor flooring (44.17%), and other (0.46%) [6]. - As of November 10, the number of shareholders is 7,347, an increase of 4.67%, while the average circulating shares per person decreased by 4.46% [6]. Financial Performance - For the period from January to September 2025, Meixin Technology achieved operating revenue of 672 million yuan, a year-on-year increase of 4.39%. However, the net profit attributable to the parent company was 28.40 million yuan, a year-on-year decrease of 31.53% [6]. - The company has distributed a total of 39.23 million yuan in dividends since its A-share listing [7]. Market Activity - On November 28, Meixin Technology's stock rose by 0.67%, with a trading volume of 20.17 million yuan and a turnover rate of 1.42%. The total market capitalization is 2.31 billion yuan [1]. - The stock has seen a net outflow of 555,900 yuan from major funds today, with a ranking of 37 out of 76 in its industry [4]. Technical Analysis - The average trading cost of the stock is 20.33 yuan, with recent chip reduction slowing down. The current stock price is near a support level of 19.40 yuan, which is critical for potential rebound [5].

来源：新浪证券-红岸工作室 11月28日，星球石墨涨1.31%，成交额1258.70万元，换手率0.38%，总市值33.28亿元。 异动分析 一带一路+高端装备+专精特新 1、2023年12月20日互动易：公司除了与印度Adani集团下的全资子公司Mundra签订了产品销售合同， 合同标的物为100万吨绿色PVC项目专用副产蒸汽氯化氢合成吸收、盐酸解吸、氯化氢干燥等石墨设 备，合同总金额44,334,166美元，约合人民币29,990.73万元，近期越南项目"化工产量130t/d盐酸、副产 0.5Mpa饱和蒸汽高纯酸项目和化工产量440t/d盐酸、副产0.5Mpa饱和蒸汽高纯酸项目"副产蒸汽三合一 盐酸合成炉一次性点火成功。公司将持续瞄准国际需求，加大国际市场开拓力度，积极布局印度、东南 亚等多个国家与地区。 2、公司是石墨制化工设备主要供应商之一， 是国家首批专精特新小巨人企业。 公司具有完全自主研 发、 设计能力， 技术在国内同行业中处于领先地位。公司的主营业务为石墨设备的研发、 生产、 销售 及维保服务， 主要产品为石墨合成炉、 石墨换热器。 3、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、 ...