Group 1 - The stock price of Xiangdian Co., Ltd. increased by 2.08% on December 19, reaching 13.73 CNY per share, with a trading volume of 1.90 billion CNY and a turnover rate of 1.06%, resulting in a total market capitalization of 202.62 billion CNY [1] - Year-to-date, the stock price has risen by 21.61%, but it has decreased by 4.59% in the last five trading days, increased by 0.37% over the last 20 days, and decreased by 8.59% 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 November 7, where it recorded a net buy of -1.11 billion CNY, with total purchases of 1.24 billion CNY, accounting for 6.73% of total trading volume, and total sales of 2.35 billion CNY, accounting for 12.76% of total trading volume [1] Group 2 - Xiangdian Co., Ltd. is located in Xiangtan City, Hunan Province, and was established on December 26, 1999, with its stock listed on July 18, 2002. The company specializes in the design, production, and sales of generators, AC and DC motors, special motors, marine propulsion systems, electrical control equipment, mechatronic systems, transformers, mutual inductors, and wind power generation equipment [2] - The main business revenue composition includes: motors (53.05%), special products and spare parts (41.74%), electrical control (4.16%), and others (1.04%) [2] - As of November 28, the number of shareholders of Xiangdian Co., Ltd. was 61,400, a decrease of 2.89% from the previous period, with an average of 21,591 circulating shares per person, an increase of 2.98% [2] - For the period from January to September 2025, the company achieved operating revenue of 3.691 billion CNY, a year-on-year increase of 4.92%, and a net profit attributable to shareholders of 201 million CNY, a year-on-year increase of 19.53% [2] Group 3 - Since its A-share listing, Xiangdian Co., Ltd. has distributed a total of 474 million CNY in dividends, with no dividends distributed in the last three years [3] - As of September 30, 2025, the top ten circulating shareholders include: Bosera Military Industry Theme Stock A (holding 18.6969 million shares), Shenyin Wanguo Securities Co., Ltd. (holding 17.0420 million shares, a decrease of 1.2225 million shares), and Hong Kong Central Clearing Limited (holding 11.1159 million shares, a new shareholder) [3] - Other notable shareholders include: Harvest CSI Rare Earth Industry ETF (holding 9.5239 million shares, a new shareholder), China Europe High-end Equipment Stock Initiation A (holding 9.5000 million shares, a new shareholder), and Guotai Junan CSI Military Industry ETF (holding 9.0253 million shares, a decrease of 1.7272 million shares) [3]

资金流向方面，主力资金净流入1036.95万元，特大单买入552.85万元，占比4.29%，卖出234.84万元， 占比1.82%；大单买入2751.80万元，占比21.35%，卖出2032.86万元，占比15.77%。 资料显示，浙江万马股份有限公司位于浙江省杭州市临安区青山湖街道科技大道2159号,万马创新园， 成立日期1996年12月30日，上市日期2009年7月10日，公司主营业务涉及从事电力电缆的研发、生产和 销售。主营业务收入构成为：电力产品68.11%，高分子材料28.63%，通信产品1.70%，贸易、服务及其 他1.56%。 万马股份今年以来股价涨88.70%，近5个交易日跌1.79%，近20日涨3.79%，近60日跌12.80%。 今年以来万马股份已经11次登上龙虎榜，最近一次登上龙虎榜为9月24日，当日龙虎榜净买入-2531.67 万元；买入总计4.12亿元 ，占总成交额比10.63%；卖出总计4.38亿元 ，占总成交额比11.29%。 12月19日，万马股份盘中上涨2.19%，截至09:54，报15.87元/股，成交1.29亿元，换手率0.81%，总市值 160.46亿元。 分红方面，万 ...

Core Viewpoint - The company, Xizi Clean Energy, is focusing on expanding its market presence in overseas markets, renewable energy and energy storage, and the nuclear power sector to drive future growth [1] Group 1: Overseas Market - The company aims to leverage its advantageous products, such as waste heat boilers, to penetrate international markets and increase its market share [1] - There is a specific focus on expanding the overseas OEM market [1] Group 2: Renewable Energy and Energy Storage Market - The company plans to utilize its core technology in molten salt energy storage to explore applications in various energy utilization scenarios, including concentrated solar power, user-side energy storage, flexible transformation of thermal power, and zero-carbon parks [1] - The user-side energy storage model is expected to become a significant solution for domestic industrial clients to meet steam demand, highlighting the advantages of molten salt storage technology, such as large storage capacity, long lifespan, high safety, low storage cost, environmental friendliness, and wide applicability [1] Group 3: Nuclear Power Market - The company is seizing opportunities in the nuclear power market by upgrading its manufacturing base in Chongxian to establish dedicated clean workshops for nuclear power products [1] - This upgrade aims to enhance the company's manufacturing capacity for nuclear power products, supporting rapid growth in its nuclear power business [1]

| 投资者关系活动 | √特定对象调研 分析师会议 □ | | --- | --- | | 类别 | □ 媒体采访 □ 业绩说明会 | | | □ 新闻发布会 □ 路演活动 | | | 现场参观 □ | | | 其他 □ | | 参与单位名称及 | 招商证券 王琪 | | 人员姓名 | 松山创业投资 吴德有 | | | 广州灏达投资 资香莲 | | | 熊蔚 | | 时间 | 2025 年 12 月 18 日（周四） 下午 10:00~11:30 | | 地点 | 公司会议室 | | 上市公司接待人 | 1.董事会秘书 陶张 | | 员姓名 | 2.证券事务代表 罗志泳 | | | 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次调研活动中提出的问题进行了回复： | | | 1.贵司定增募投项目进展如何？ | | | 答：公司向特定对象发行股票募投项目——"德联汽车新材 | | | 料胶粘剂研发和制造项目"已顺利完成建设任务，于 2025 年 9 | | 投资者关系活动 | 月 30 日前正式达到预定可使用状态，并于 10 月份启动小批量生 | | 主要内容介绍 | 产。作为公司响应汽车胶粘剂市 ...

Core Viewpoint - The company focuses on innovative technologies for nuclear power applications, including nuclear island cooling and heat recovery systems, contributing to the development of distributed energy in China [1] Group 1: Company Innovations - The company has developed multiple innovative technologies such as nuclear island cooling, waste heat recovery, and passive cooling systems for safety shells [1] - These technologies are being utilized in several nuclear power plants, including Hongyanhe, Ningde, Yangjiang, and Haiyang [1] Group 2: Industry Experience and Projects - The subsidiary, Dunhanbushi, has over 20 years of experience in nuclear power services and is a key contributor to national standards for nuclear cooling equipment [1] - Recently, the company won a bid for a floating small modular reactor cooling project, supporting the development of distributed energy in China [1] - Related technologies from Huayuantaimeng have been applied in the State Power Investment Corporation's "Warm Nuclear No. 1" project, which has received coverage from CCTV [1]

责任编辑：小浪快报 万马股份所属申万行业为：电力设备-电网设备-线缆部件及其他。所属概念板块包括：风能、海上风 电、核电、太阳能、储能等。 截至9月30日，万马股份股东户数17.34万，较上期减少5.34%；人均流通股5807股，较上期增加5.87%。 2025年1月-9月，万马股份实现营业收入141.09亿元，同比增长8.36%；归母净利润4.12亿元，同比增长 61.57%。 分红方面，万马股份A股上市后累计派现6.85亿元。近三年，累计派现1.55亿元。 机构持仓方面，截止2025年9月30日，万马股份十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1347.81万股，相比上期增加800.01万股。南方中证1000ETF（512100）位居第四大流通股 东，持股742.40万股，相比上期减少6.82万股。华夏中证1000ETF（159845）位居第六大流通股东，持 股440.97万股，相比上期减少9100.00股。广发中证1000ETF（560010）位居第八大流通股东，持股 342.08万股，相比上期减少13.68万股。 12月18日，万马股份盘中下跌2.03%，截至14:25，报15. ...

今年以来永兴材料已经2次登上龙虎榜，最近一次登上龙虎榜为10月31日。 资料显示，永兴特种材料科技股份有限公司位于浙江省湖州市霅水桥路618号，成立日期2000年7月19 日，上市日期2015年5月15日，公司主营业务涉及不锈钢及特殊合金材料等特种金属材料棒线材的研 发、生产和销售。主营业务收入构成为：棒材47.71%，线材24.66%，碳酸锂20.10%，其他7.53%。 12月18日，永兴材料盘中下跌2.01%，截至14:00，报47.20元/股，成交5.83亿元，换手率3.13%，总市值 254.46亿元。 资金流向方面，主力资金净流出3939.98万元，特大单买入1972.35万元，占比3.38%，卖出4693.75万 元，占比8.05%；大单买入9972.11万元，占比17.11%，卖出1.12亿元，占比19.20%。 永兴材料今年以来股价涨27.79%，近5个交易日涨2.41%，近20日跌13.79%，近60日涨35.38%。 截至9月30日，永兴材料股东户数5.25万，较上期减少2.28%；人均流通股7401股，较上期增加2.33%。 2025年1月-9月，永兴材料实现营业收入55.47亿元，同 ...

12月18日，中国核建盘中下跌2.02%，截至13:50，报12.14元/股，成交5.99亿元，换手率1.62%，总市值 365.88亿元。 中国核建所属申万行业为：建筑装饰-基础建设-基建市政工程。所属概念板块包括：核电、长三角一体 化、核聚变、央企改革、一带一路等。 截至9月30日，中国核建股东户数9.10万，较上期增加0.69%；人均流通股33130股，较上期减少0.69%。 2025年1月-9月，中国核建实现营业收入739.38亿元，同比减少6.32%；归母净利润11.06亿元，同比减少 23.96%。 分红方面，中国核建A股上市后累计派现17.87亿元。近三年，累计派现8.14亿元。 机构持仓方面，截止2025年9月30日，中国核建十大流通股东中，南方中证500ETF（510500）位居第六 大流通股东，持股1757.75万股，相比上期减少43.25万股。 资金流向方面，主力资金净流出2967.43万元，特大单买入2753.11万元，占比4.59%，卖出6146.97万 元，占比10.26%；大单买入1.14亿元，占比18.96%，卖出1.09亿元，占比18.25%。 中国核建今年以来股价涨35.8 ...

Core Viewpoint - Dongfang Tantalum Industry's stock price has shown significant growth this year, with a year-to-date increase of 109.83%, despite a recent decline in trading [1][2]. Group 1: Stock Performance - As of December 18, Dongfang Tantalum's stock price was 28.48 yuan per share, with a trading volume of 3.39 billion yuan and a turnover rate of 2.34%, resulting in a total market capitalization of 14.379 billion yuan [1]. - The stock has experienced a 2.26% increase over the last five trading days, a 7.39% increase over the last 20 days, and an 18.67% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on November 10, where it recorded a net buy of -94.31 million yuan [1]. Group 2: Financial Performance - For the period from January to September 2025, Dongfang Tantalum achieved an operating income of 1.199 billion yuan, representing a year-on-year growth of 33.90%, and a net profit attributable to shareholders of 208 million yuan, also reflecting a growth of 33.43% [2]. - The company has distributed a total of 383 million yuan in dividends since its A-share listing, with 91.899 million yuan distributed over the last three years [3]. Group 3: Shareholder Information - As of December 10, the number of shareholders for Dongfang Tantalum was 58,600, an increase of 0.22% from the previous period, with an average of 8,558 circulating shares per shareholder, a decrease of 0.22% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranked as the seventh largest, holding 3.6678 million shares, an increase of 410,600 shares compared to the previous period [3].

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