来源：新浪证券-红岸工作室 11月24日，上海汽配涨0.13%，成交额3546.10万元，换手率1.08%，总市值51.01亿元。 异动分析 (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 今日主力净流入-200.74万，占比0.06%，行业排名159/257，连续3日被主力资金减仓；所属行业主力净 流入-3.12亿，连续3日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-200.74万-869.54万-1354.00万-2165.75万-3532.20万 中俄贸易概念+国企改革+一带一路+新能源汽车+汽车热管理 主力持仓 1、公司上市保荐书：目前公司的燃油分配管主要客户为全球知名的发动机制造商，包括联合电子、博 格华纳（BorgWarner）、 IHO Group（大陆集团和纬湃科技） 、俄罗斯埃塔曼集团（NPP ITELMA LLC）等。上述客户与公司保持着长期稳定的合作关系，对方在供应商筛选方面具有严格的供应商认证 体系，供应商需通过严格的认证测试方可合作，一旦获得认可，会被列入其合格供应商目录。 2、公司属于国有企业。公司的最终控制人为上海 ...

来源：新浪证券-红岸工作室 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、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，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部专精特新 小巨人企业名单。 (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 今日主力净流入-29.11万，占比0.02%，行业排名76/197，连续3日被主力资金减仓；所属行业主力净流 入-5.04亿，连续3日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-29.11万-437.69万-833.86万-2744.77万-3420.76万 11月24日，星球石墨涨1.24%，成交额1816.51万元，换手率0.56%，总市值32.88亿元。 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 ...

Core Viewpoint - Xiamen Port Development Co., Ltd. is a leading comprehensive logistics service provider in the Xiamen port area, focusing on bulk cargo handling, logistics services, and commodity trading, with significant growth potential in cross-border e-commerce logistics due to its strategic location and partnerships [2][3]. Company Overview - The company is located at 31 Donggang North Road, Huli District, Xiamen, Fujian Province, and was established on April 21, 1999, with its shares listed on April 29, 1999 [3][7]. - Main business segments include comprehensive supply chain services (89.43%), port support services (5.65%), and cargo handling and storage (4.59%) [7]. - As of September 30, 2025, the company reported a revenue of 16.612 billion yuan, a year-on-year decrease of 7.67%, while net profit attributable to shareholders was 196 million yuan, reflecting a year-on-year increase of 3.12% [8]. Market Position and Strategic Initiatives - The company operates the largest bulk cargo handling terminal in Fujian and is the only provider of domestic container handling services at Xiamen Port, with a strong international shipping agency presence [3]. - Xiamen Port has established friendly port relationships with 11 ports globally, enhancing its role in the "Belt and Road" initiative and the Maritime Silk Road [3]. - The company plans to leverage its geographical advantages to accelerate the development of competitive cross-border e-commerce logistics channels and strengthen collaborations with various e-commerce platforms [5]. Financial and Trading Insights - On November 24, the stock price of Xiamen Port Development fell by 0.88%, with a trading volume of 357 million yuan and a turnover rate of 4.77%, bringing the total market capitalization to 7.485 billion yuan [1]. - Recent trading data indicates a net outflow of 50.10 million yuan from main funds, with a continuous reduction in holdings over the past three days [4][5]. - The average trading cost of the stock is 11.06 yuan, with the current price approaching a resistance level of 10.31 yuan, indicating potential for upward movement if this level is surpassed [6].

储能锂电池、太阳能光伏组件、风电叶片……今年以来"江苏造"新能源产品出口表现亮眼，为填补世 界"绿色缺口"作贡献。 江苏不断深化与共建"一带一路"国家绿色经济等领域合作，携手推动绿色低碳可持续发展。日前，远景 能源有限公司江阴叶片工厂生产的15支风电叶片在江阴综合保税区完成集货后，将通过海运方式发往埃 及，这是今年该企业发往共建"一带一路"国家的第15票风电叶片。"前9个月，公司出口共建'一带一 路'国家风机设备总值超过1.8亿元，在手订单已排至明年12月。"江阴叶片工厂负责人黄伟告诉记者。 在绿色经济出海的浪潮中，绿色装备的足迹不仅遍布全球风电赛场，更在新能源汽车产业链上加速延 伸。11月3日，安费诺汽车连接系统(常州)有限公司近500类新能源车辆连接器产品陆续下线，随后出口 至塞尔维亚。目前该企业连接器每天出货量有数十万件，不仅供应国内主流整车厂商，也积极深耕海外 市场。今年前三季度，企业出口额达3.14亿元，同比增长5.7%。"企业正积极融入'一带一路'广阔市场， 今年打开了中东欧新市场。"该公司物流经理陈玉平说。 上海问电新能源科技有限公司是一家集锂电池研发、生产与销售于一体的高新技术民营企业。该公司 ...

Group 1 - The core viewpoint of the news is that Feilida's stock has shown fluctuations, with a year-to-date increase of 17.96% but a recent decline in the last five trading days by 7.30% [1] - As of November 24, Feilida's stock price was 7.75 CNY per share, with a total market capitalization of 2.88 billion CNY [1] - The company has experienced a net outflow of main funds amounting to 3.81 million CNY, with significant selling pressure observed [1] Group 2 - Feilida's main business involves integrated supply chain management solutions, with international freight forwarding accounting for 56.83% of revenue and comprehensive logistics services for 43.17% [1] - As of September 30, the number of shareholders decreased by 13.53% to 28,400, while the average circulating shares per person increased by 15.65% to 12,804 shares [2] - For the period from January to September 2025, Feilida reported a revenue of 4.659 billion CNY, a year-on-year decrease of 6.81%, while net profit attributable to shareholders increased by 49.10% to 33.19 million CNY [2] Group 3 - Since its A-share listing, Feilida has distributed a total of 160 million CNY in dividends, with 24.066 million CNY distributed over the past three years [3]

转自：云浮发布 党的二十届四中全会提出"高质量共建'一带一路'"。云浮海关结合地方外贸实际，充分发挥海关职能作用，指导辖区企业开拓共建"一带一路"市场，为"一 带一路"经贸合作注入新活力。 在新兴县先丰不锈钢制品有限公司内，一批12.2吨不锈钢煎锅正在打包，经过海关监管后，装船运往越南海防。 云浮海关推进"关长送政策上门"工作，面对面向辖区外贸企业宣讲关税减让、原产地规则等政策，梳理企业"最优享惠清单"，指导主要出口商品在共 建"一带一路"国家充分享惠。组织到主要外贸企业调研61家次，了解企业订单及生产情况，解答企业疑难，跟进协调解决企业通关过程遇到的问题10余 项。协同地方有关单位合力推广中欧班列云浮接续班列出口通道，推广"内河运费扣减"举措，1-10月为企业扣减内河运费307.1万元，节约税款39.9万元。 云浮海关相关负责人表示，该关深入贯彻落实党的二十届四中全会精神，落实广东省"1310"具体部署及云浮市"365"竞标争先体系，在持续推广海关便利 化通关措施、强化政策宣讲、解决企业实际困难等方面持续用力，助力云浮营商环境进一步升级，以及外贸企业更好开拓共建"一带一路"市场。 记者：刘友文 通讯员：关云 ...

人民网里约热内卢11月22日电 （记者时元皓）当地时间11月22日，由广州城市职业学院、巴西里 约热内卢州立大学、巴西里约华人联谊会及巴西新征程商务中心等共同主办的"巴西红棉学堂"揭牌暨开 班仪式在里约热内卢举行。巴西红棉学堂旨在通过开展中文与职业技能培训深化中巴双方职业教育合 作。 中国驻里约热内卢总领馆副总领事王海涛在致辞中表示，红棉学堂是中巴携手推动人才共育、文明 互鉴的全新平台，也是双方打造的又一个民心相通工程，其设立不仅服务高质量共建"一带一路"，也为 两国人民共同拥抱未来产业和新技术打开了新窗口。总领馆将继续发挥桥梁纽带作用，支持中国地方政 府、教育机构和中资企业与里约各界深化合作，推动务实成果落地见效，推动中巴命运共同体建设走深 走实。 广州城市职业学院副校长王军表示，自广州与里约热内卢缔结友好城市以来，双方合作不断深化。 中巴两国作为金砖国家成员，正积极推进协同发展，职业教育交流是促进两国人民友谊与共同繁荣的重 要纽带。巴西红棉学堂将分享中国职业教育经验与技术，系统开展中文与职业技能培训，助力巴西本土 技能人才培养，为两国合作夯实人才基础。 活动中，广州城市职业学院、里约热内卢州立大学及巴西里 ...

Core Viewpoint - Anjie Technology's stock has experienced a decline of 15.08% year-to-date, with recent trading showing a slight recovery, indicating potential investor interest despite overall negative performance [1][2]. Company Overview - Anjie Technology, established on December 16, 1999, and listed on November 25, 2011, is located in Suzhou, Jiangsu Province. The company specializes in the research, production, and sales of precision functional components, precision structural parts, and module products for smart terminals [1]. - The company's main revenue sources include smart terminal functional components and precision structural parts (55.99%), new energy vehicle products (32.89%), information storage products (9.51%), and others (1.61%) [1]. Financial Performance - For the period from January to September 2025, Anjie Technology reported a revenue of 3.483 billion yuan, a year-on-year decrease of 3.06%. The net profit attributable to shareholders was 101 million yuan, reflecting a significant decline of 54.62% year-on-year [2]. - Since its A-share listing, Anjie Technology has distributed a total of 1.281 billion yuan in dividends, with 465 million yuan distributed over the past three years [2]. Shareholder Structure - As of November 10, 2025, Anjie Technology had 52,600 shareholders, an increase of 0.19% from the previous period. The average number of tradable shares per shareholder was 7,516, a decrease of 0.19% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 5.8664 million shares (an increase of 1.5096 million shares), and Southern CSI 1000 ETF, which holds 3.0159 million shares (a decrease of 43,200 shares) [2].

Core Viewpoint - Kelu Electronics has shown significant stock performance with a year-to-date increase of 77.70%, despite recent declines in the last five and twenty trading days [1][2]. Financial Performance - For the period from January to September 2025, Kelu Electronics achieved a revenue of 3.586 billion yuan, representing a year-on-year growth of 23.42%. The net profit attributable to shareholders was 232 million yuan, marking a substantial increase of 251.10% [2]. Stock Market Activity - As of November 24, Kelu Electronics' stock price was 7.73 yuan per share, with a trading volume of 1.81 billion yuan and a turnover rate of 1.70%. The total market capitalization stood at 12.838 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on October 27, where it recorded a net buy of -104 million yuan [1]. Shareholder Information - As of September 30, 2025, Kelu Electronics had 75,000 shareholders, an increase of 7.23% from the previous period. The average number of circulating shares per shareholder was 18,664, a decrease of 6.74% [2][3]. - The third-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 57.6314 million shares, which increased by 35.0651 million shares compared to the previous period [3]. Business Segments - Kelu Electronics' main business segments include energy storage (49.83% of revenue), smart grid (48.74%), property (0.91%), and comprehensive energy management and services (0.43%) [2].

Core Viewpoint - Innovation Industry (02788) has successfully listed its shares at a price of HKD 10.99 per share, raising approximately HKD 5.313 billion, with a notable initial increase of 38.31% to HKD 15.2 per share, reflecting strong market interest [1] Company Overview - Innovation Industry focuses on the upstream aluminum industry chain, specifically in alumina refining and electrolytic aluminum smelting [1] - The company operates a significant electrolytic aluminum smelting plant in Hohhot, Inner Mongolia, which is the fourth largest in North China based on 2024 production capacity [1] - According to CRU's report, Innovation Industry ranks as the twelfth largest electrolytic aluminum producer in China by 2024 production capacity [1] Market Expansion - The company is actively responding to the "Belt and Road" initiative by strategically planning a 500,000-ton electrolytic aluminum comprehensive project in Saudi Arabia, which is expected to provide new growth momentum [1] - The Middle East's electrolytic aluminum demand is projected to maintain a compound annual growth rate of approximately 4.6% from 2025 to 2028, indicating a high-growth market opportunity for the company [1] - By entering this high-growth market, the company aims to benefit from regional development dividends and enhance operational stability through global capacity allocation, thereby mitigating geopolitical and single-market risks [1]