来源：新浪证券-红岸工作室 12月4日，中集车辆跌0.81%，成交额7829.26万元，换手率0.55%，总市值184.41亿元。 异动分析 氢能源+统一大市场+冷链物流+高端装备+华为概念 1、2023年12月1日互动易回复：氢能源方面，本公司根据客户需求已推出氢能源冷藏车厢体产品。 2、公司作为全球排名第一的半挂车生产企业， 在全球主要民用领域的主要市场，包括中国、北美、欧 洲及其他地区开展 7大类的半挂车生产与销售及售后市场服务，主要应用场景为道路物流运输。同时也 是知名的冷藏厢式车厢体的制造企业。公司生产的冷藏车产品，凭借出色可靠的产品品质，在冷链物流 运输、冷藏生鲜配送、生物制药及疫苗运输场景中被客户应用。 3、公司属于专用汽车制造行业，是全球销量排名第一的半挂车生产企业 ，亦是中国领先的专用车上装 和冷藏厢式车厢体生产企业。公司生产的冷藏车产品，凭借出色可靠的产品品质，在冷链物流运输、冷 藏生鲜配送、生物制药及疫苗运输场景中被客户应用。 区间今日近3日近5日近10日近20日主力净流入-243.82万-1571.46万-1501.80万-3113.08万-7848.49万 主力持仓 主力没有控盘，筹 ...

Core Viewpoint - Nandu Power experienced a decline in stock price and significant net outflow of funds, indicating potential investor concerns about the company's financial performance and market position [1][2]. Company Overview - Nandu Power, established on December 8, 1997, and listed on April 21, 2010, is based in Hangzhou, Zhejiang Province. The company focuses on the research, manufacturing, sales, and service of a full range of new energy storage products, including industrial and residential storage systems, as well as environmental resource recycling [1]. - The company's revenue composition includes lithium-ion battery products (50.83%), lead-acid battery products (21.49%), recycled lead products (19.35%), and lithium battery materials (8.33%) [1]. Financial Performance - For the period from January to September 2025, Nandu Power reported a revenue of 5.911 billion yuan, a year-on-year decrease of 24.80%. The net profit attributable to shareholders was -220 million yuan, reflecting a significant year-on-year decline of 189.22% [2]. - As of September 30, 2025, the number of shareholders decreased by 6.02% to 115,000, while the average circulating shares per person increased by 6.42% to 7,415 shares [2]. Shareholder and Dividend Information - Since its A-share listing, Nandu Power has distributed a total of 684 million yuan in dividends, with 56.102 million yuan distributed over the past three years [3]. - As of September 30, 2025, the second-largest circulating shareholder is Qianhai Kaiyuan Public Utilities Stock, holding 18.9477 million shares as a new shareholder. Hong Kong Central Clearing Limited is the sixth-largest shareholder, holding 9.0985 million shares, a decrease of 1.2013 million shares from the previous period [3].

Group 1 - The company, Sanyou Chemical (600409.SH), has stated that it currently has no investments in the hydrogen energy sector [1]

Core Viewpoint - Donghua Technology's stock has shown a mixed performance in recent trading sessions, with a year-to-date increase of 16.14% and a recent decline over the past 20 days of 10.39% [1][2]. Group 1: Stock Performance - As of December 2, Donghua Technology's stock price was 11.30 CNY per share, with a market capitalization of 8 billion CNY [1]. - The stock experienced a 2.08% increase during the trading session, with a trading volume of approximately 72.79 million CNY and a turnover rate of 1.21% [1]. - Year-to-date, the stock has risen by 16.14%, with a recent 5-day increase of 3.20% and a 60-day increase of 12.55% [1]. Group 2: Financial Performance - For the period from January to September 2025, Donghua Technology reported a revenue of 6.795 billion CNY, reflecting a year-on-year growth of 5.61% [2]. - The net profit attributable to shareholders for the same period was 365 million CNY, representing a year-on-year increase of 14.97% [2]. Group 3: Shareholder Information - As of November 28, the number of shareholders for Donghua Technology was 33,400, a decrease of 2.34% from the previous period [2]. - The average number of circulating shares per shareholder increased by 2.40% to 16,270 shares [2]. - The company has distributed a total of 840 million CNY in dividends since its A-share listing, with 255 million CNY distributed over the past three years [3].

Group 1 - The core viewpoint of the news is that HuanYuan Gas has shown significant stock performance, with an 82.70% increase year-to-date and a recent price of 33.89 CNY per share, reflecting a market capitalization of 7.176 billion CNY [1] - The company has experienced a net outflow of main funds amounting to 17.65 million CNY, with large orders showing a buy of 27.83 million CNY and a sell of 41.28 million CNY [1] - HuanYuan Gas has been listed on the "Dragon and Tiger List" twice this year, with the most recent instance on November 14, where it recorded a net buy of -47.94 million CNY [1] Group 2 - HuanYuan Gas, established on November 20, 2003, and listed on January 13, 2020, specializes in the research, production, sales, and service of various gas products, as well as industrial waste gas recovery [2] - The company's revenue composition includes bulk gases (49.40%), industrial chemicals (30.51%), clean energy (12.30%), and other projects (3.79%) [2] - As of November 20, the number of shareholders for HuanYuan Gas increased by 16.24% to 10,800, while the average circulating shares per person decreased by 13.97% [2] Group 3 - HuanYuan Gas has distributed a total of 1.06 billion CNY in dividends since its A-share listing, with 58.25 million CNY distributed over the past three years [3] - As of September 30, 2025, the eighth largest circulating shareholder is Huaxia Industry Prosperity Mixed Fund, holding 4.8037 million shares, unchanged from the previous period [3]

Group 1 - The core viewpoint of the news is that Compton's stock has experienced fluctuations, with a notable increase in price over the year, but recent financial performance shows a decline in revenue and net profit [1][2]. Group 2 - As of December 1, Compton's stock price was 15.37 CNY per share, with a market capitalization of 3.942 billion CNY. The stock has increased by 76.26% year-to-date [1]. - The company reported a net outflow of 5.5784 million CNY in principal funds, with significant selling pressure observed in large orders [1]. - Compton's main business segments include automotive lubricants (44.57%), exhaust treatment fluids (42.78%), industrial lubricants (9.05%), and antifreeze (3.53%) [1]. - As of November 20, the number of shareholders decreased by 6.31% to 10,400, while the average circulating shares per person increased by 6.73% to 24,658 shares [2]. - For the period from January to September 2025, Compton achieved operating revenue of 753 million CNY, a year-on-year decrease of 10.85%, and a net profit attributable to shareholders of 54.758 million CNY, down 4.79% year-on-year [2]. - Since its A-share listing, Compton has distributed a total of 237 million CNY in dividends, with 56.736 million CNY distributed over the past three years [3].

Core Viewpoint - Yutong Bus has shown a significant increase in stock price and financial performance, indicating a positive outlook for the company in the commercial vehicle sector [1][2]. Financial Performance - As of September 30, 2025, Yutong Bus achieved a revenue of 26.366 billion yuan, representing a year-on-year growth of 9.52% [2]. - The net profit attributable to shareholders reached 3.292 billion yuan, marking a year-on-year increase of 35.38% [2]. - The company's stock price has increased by 27.57% year-to-date, with a recent 5-day increase of 1.02% and a 60-day increase of 17.04% [1]. Shareholder Information - The number of shareholders decreased by 15.98% to 44,000, while the average number of circulating shares per person increased by 19.02% to 50,305 shares [2]. - Yutong Bus has distributed a total of 27.130 billion yuan in dividends since its A-share listing, with 9.963 billion yuan distributed in the last three years [3]. Stockholder Composition - As of September 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 244 million shares, an increase of 6.5663 million shares from the previous period [3]. - Other notable shareholders include Huatai-PB CSI 300 ETF and Huaxia Energy Innovation Stock A, with changes in their holdings compared to the previous period [3]. Market Activity - On December 1, Yutong Bus's stock price reached 31.74 yuan per share, with a trading volume of 199 million yuan and a turnover rate of 0.29% [1]. - The company operates primarily in the bus manufacturing sector, with 94.41% of its revenue coming from bus manufacturing and 32.14% from foreign trade [1].

Core Viewpoint - Aikolan's stock price has shown significant growth this year, with an increase of 81.84% year-to-date, reflecting strong performance in the environmental protection sector, particularly in exhaust gas treatment products [1][2]. Financial Performance - For the period from January to September 2025, Aikolan achieved a revenue of 774 million yuan, representing a year-on-year growth of 8.21%. The net profit attributable to shareholders was 74.08 million yuan, marking a substantial increase of 43.67% [2]. - The company has distributed a total of 71.17 million yuan in dividends since its A-share listing, with 11.10 million yuan distributed over the past three years [3]. Stock Market Activity - As of December 1, Aikolan's stock price was 46.39 yuan per share, with a market capitalization of 3.711 billion yuan. The stock experienced a trading volume of 32.07 million yuan and a turnover rate of 1.25% [1]. - The stock has been featured on the "Dragon and Tiger List" twice this year, with the most recent appearance on February 17, where it recorded a net buy of -10.83 million yuan [1]. Shareholder Information - As of September 30, 2025, Aikolan had 10,400 shareholders, a decrease of 10.23% from the previous period. The average number of circulating shares per shareholder increased by 11.40% to 5,456 shares [2]. - Notable new institutional shareholders include Noan Flexible Allocation Mixed Fund and Western Benefit New Direction Mixed Fund, which are now among the top ten circulating shareholders [3].

Core Points - The stock price of Nuwei Co., Ltd. decreased by 2.09% on December 1, trading at 48.20 CNY per share with a market capitalization of 37.38 billion CNY [1] - The company has seen a year-to-date stock price increase of 135.70%, but a decline of 10.23% over the past 20 days [1] Financial Performance - For the period from January to September 2025, Nuwei Co., Ltd. reported a revenue of 5.603 billion CNY, representing a year-on-year growth of 25.76% [2] - The net profit attributable to shareholders for the same period was 1.114 billion CNY, showing a year-on-year increase of 34.54% [2] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 10.65% to 13,800, while the average circulating shares per person decreased by 9.63% to 54,711 shares [2] - The company has distributed a total of 4.598 billion CNY in dividends since its A-share listing, with 2.280 billion CNY distributed in the last three years [2] Ownership Structure - As of September 30, 2025, Hong Kong Central Clearing Limited is the third-largest circulating shareholder, holding 103 million shares, an increase of 40.57 million shares from the previous period [2] - The top ten circulating shareholders include various funds, with notable changes in holdings among them [2]

Core Points - The stock price of Longking Environmental Protection has decreased by 2.02% on November 28, trading at 15.49 CNY per share with a market capitalization of 19.673 billion CNY [1] - The company has seen a year-to-date stock price increase of 25.22%, with a recent 5-day increase of 1.18%, a 20-day decrease of 8.07%, and a 60-day increase of 24.42% [1] - Longking Environmental Protection's main business includes dust removal, desulfurization, denitrification, material transportation, desulfurization operation, and power plant engineering contracting [1] Financial Performance - For the period from January to September 2025, Longking Environmental Protection achieved operating revenue of 7.858 billion CNY, representing a year-on-year growth of 18.09%, and a net profit attributable to shareholders of 780 million CNY, up 20.53% year-on-year [2] - The company has distributed a total of 3.184 billion CNY in dividends since its A-share listing, with 763 million CNY distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders of Longking Environmental Protection is 44,400, with an average of 28,630 circulating shares per person [2] - Notable changes in institutional holdings include a decrease of 11.7526 million shares held by Guangfa Multi-Factor Mixed Fund, while Hong Kong Central Clearing Limited has entered as a new major shareholder with 10.8506 million shares [3]