Company Overview - Shanghai Xianhui Automation Technology Co., Ltd. was established on March 28, 2007, and went public on August 11, 2020. The company specializes in the research, production, and sales of various intelligent manufacturing equipment [2] - The main business revenue composition includes: 63.35% from precision structural components for new energy power batteries, 34.90% from intelligent automation equipment for new energy vehicles, 1.02% from other sources, 0.58% from industrial manufacturing data systems, and 0.15% from intelligent automation equipment for fuel vehicles [2] - The company belongs to the Shenwan industry category of electric power equipment - battery - lithium battery special equipment, and is associated with concepts such as solid-state batteries, CATL concept, lithium batteries, energy storage, and new energy vehicles [2] Financial Performance - For the first half of 2025, the company achieved operating revenue of 1.273 billion yuan, representing a year-on-year growth of 8.59%, and a net profit attributable to the parent company of 152 million yuan, with a year-on-year increase of 17.44% [2] - Since its A-share listing, the company has distributed a total of 132 million yuan in dividends, with 102 million yuan distributed in the last three years [3] Stock Performance - As of September 16, the company's stock price decreased by 2.01% to 73.29 yuan per share, with a total market capitalization of 9.196 billion yuan [1] - Year-to-date, the stock price has increased by 94.71%, with a decline of 7.17% over the last five trading days, a rise of 24.49% over the last 20 days, and a 35.72% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on July 22, where it recorded a net purchase of 172 million yuan [1] Shareholder Information - As of June 30, 2025, the number of shareholders was 9,684, a decrease of 0.72% from the previous period, while the average circulating shares per person increased by 0.72% to 12,913 shares [2][3] - Notably, the fund "Bosera Military Industry Theme Stock A" (004698) has exited the top ten circulating shareholders list [3]

Core Viewpoint - The stock of Youyou Green Energy has experienced fluctuations, with a year-to-date increase of 30.90% but a recent decline of 2.87% over the past five trading days [2]. Group 1: Stock Performance - As of September 16, Youyou Green Energy's stock price was 196.22 CNY per share, with a market capitalization of 8.241 billion CNY [1]. - The stock has seen a trading volume of 82.0987 million CNY and a turnover rate of 5.07% [1]. - Year-to-date, the stock has risen by 30.90%, with a 2.87% decline in the last five trading days, a 15.29% increase over the last 20 days, and a 19.41% increase over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, Youyou Green Energy reported a revenue of 723 million CNY, reflecting a year-on-year growth of 0.11%, while the net profit attributable to shareholders was 105 million CNY, down 24.78% year-on-year [2]. - The company has distributed a total of 50.4 million CNY in dividends since its A-share listing [3]. Group 3: Company Overview - Youyou Green Energy, established on August 20, 2015, is located in the Guangming District of Shenzhen, Guangdong Province, and specializes in the research, production, and sales of core components for DC charging equipment for new energy vehicles [2]. - The company's main business revenue composition is 96.15% from charging modules and 3.85% from other sources [2]. - As of June 30, 2025, the number of shareholders was 13,500, a decrease of 3.26% from the previous period, with an average of 602 circulating shares per person, an increase of 3.37% [2].

9月16日，乔锋智能盘中下跌2.01%，截至10:39，报82.01元/股，成交2.31亿元，换手率7.34%，总市值 99.04亿元。 资金流向方面，主力资金净流入1066.75万元，特大单买入933.13万元，占比4.04%，卖出909.53万元， 占比3.94%；大单买入5616.00万元，占比24.34%，卖出4572.85万元，占比19.82%。 乔锋智能今年以来股价涨92.42%，近5个交易日涨6.99%，近20日涨32.25%，近60日涨67.64%。 分红方面，乔锋智能A股上市后累计派现1.09亿元。 机构持仓方面，截止2025年6月30日，乔锋智能十大流通股东中，香港中央结算有限公司位居第一大流 通股东，持股34.41万股，相比上期减少17.68万股。 责任编辑：小浪快报 今年以来乔锋智能已经3次登上龙虎榜，最近一次登上龙虎榜为3月12日，当日龙虎榜净买入2382.15万 元；买入总计7054.64万元 ，占总成交额比13.31%；卖出总计4672.49万元 ，占总成交额比8.82%。 资料显示，乔锋智能装备股份有限公司位于广东省东莞市常平镇园华路103号，成立日期2009年5月5 日，上市 ...

Company Overview - Saiteng Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on June 19, 2007. It was listed on December 25, 2017. The company specializes in the research, design, production, sales, and technical services of automation production equipment, providing system solutions for intelligent production [1] - The main business revenue composition includes: automation equipment 76.79%, fixtures 18.95%, technical services 3.77%, and others 0.49% [1] Financial Performance - For the first half of 2025, Saiteng Co., Ltd. achieved operating revenue of 1.373 billion yuan, a year-on-year decrease of 15.81%. The net profit attributable to the parent company was 123 million yuan, down 20.50% year-on-year [2] - Since its A-share listing, Saiteng Co., Ltd. has distributed a total of 567 million yuan in dividends, with 211 million yuan distributed in the last three years [3] Stock Performance - As of September 16, Saiteng Co., Ltd. saw a stock price decline of 2.00%, trading at 44.09 yuan per share, with a total market capitalization of 12.283 billion yuan [1] - Year-to-date, the stock price has decreased by 10.44%, but it has increased by 4.11% over the last five trading days, 5.20% over the last 20 days, and 30.64% over the last 60 days [1] Shareholder Structure - As of June 30, 2025, the number of shareholders increased by 13.59% to 40,100, with an average of 6,783 circulating shares per person, up 22.67% [2] - Notable institutional shareholders include Southern CSI 1000 ETF, Hong Kong Central Clearing Limited, and Huaxia CSI 1000 ETF, with some new entrants and changes in holdings among the top ten circulating shareholders [3] Market Context - Saiteng Co., Ltd. operates within the mechanical equipment sector, specifically in automation equipment and industrial control devices. It is associated with concepts such as Tesla, HBM, new energy vehicles, lithium batteries, and machinery [2]

责任编辑：小浪快报 9月16日，珠海冠宇盘中下跌2.03%，截至10:32，报22.22元/股，成交3.42亿元，换手率1.35%，总市值 251.55亿元。 资金流向方面，主力资金净流出5792.25万元，特大单买入1335.07万元，占比3.90%，卖出2613.35万 元，占比7.64%；大单买入7592.85万元，占比22.20%，卖出1.21亿元，占比35.40%。 珠海冠宇今年以来股价涨40.78%，近5个交易日跌2.84%，近20日涨30.86%，近60日涨54.41%。 资料显示，珠海冠宇电池股份有限公司位于广东省珠海市斗门区井岸镇珠峰大道209号(A厂房首层南 区),珠海市斗门区井岸镇顺宇路1号。，成立日期2007年5月11日，上市日期2021年10月15日，公司主营 业务涉及消费类电池的研发、生产及销售。主营业务收入构成为：消费类88.94%，动力及储能类 7.95%，其他(补充)3.11%。 珠海冠宇所属申万行业为：电力设备-电池-锂电池。所属概念板块包括：苹果产业链、增持回购、苹果 三星、锂电池、新能源车等。 截至6月30日，珠海冠宇股东户数2.14万，较上期增加17.19%；人均流通 ...

Core Viewpoint - The stock of Qingdao Teriade Electric Co., Ltd. has experienced fluctuations, with a recent decline of 2.01% on September 16, 2023, and a total market capitalization of 25.745 billion yuan [1]. Financial Performance - For the first half of 2025, the company reported a revenue of 6.256 billion yuan, a year-on-year decrease of 1.21%, while the net profit attributable to shareholders increased by 69.32% to 327 million yuan [2]. - The company has distributed a total of 684 million yuan in dividends since its A-share listing, with 314 million yuan distributed in the last three years [3]. Stock and Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 9.45% to 46,900, with an average of 21,882 circulating shares per person, an increase of 10.35% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder, increasing its holdings by 7.3175 million shares to 29.4614 million shares [3]. Market Activity - The stock price has increased by 11.88% year-to-date, with a recent decline of 2.87% over the last five trading days [1]. - The trading volume on September 16 was 313 million yuan, with a turnover rate of 1.23% [1].

西藏矿业今年以来股价涨5.45%，近5个交易日跌1.65%，近20日涨0.09%，近60日涨17.87%。 资料显示，西藏矿业发展股份有限公司位于西藏自治区拉萨市柳梧新区慈觉林街道顿珠金融城金玺苑14 层至16层，成立日期1997年6月27日，上市日期1997年7月8日，公司主营业务涉及铬铁矿、 锂矿的开采 及销售业务。主营业务收入构成为：铬类产品50.52%，锂类产品48.25%，其他1.23%。 西藏矿业所属申万行业为：有色金属-能源金属-锂。所属概念板块包括：固态电池、宁德时代概念、锂 电池、盐湖提锂、新能源车等。 截至9月10日，西藏矿业股东户数11.58万，较上期减少1.20%；人均流通股4498股，较上期增加1.22%。 2025年1月-6月，西藏矿业实现营业收入1.34亿元，同比减少65.91%；归母净利润-1530.50万元，同比减 少113.78%。 9月16日，西藏矿业盘中下跌2.04%，截至10:13，报22.62元/股，成交1.53亿元，换手率1.29%，总市值 117.89亿元。 资金流向方面，主力资金净流出1230.64万元，特大单买入631.05万元，占比4.12%，卖出1287 ...

Group 1 - The stock price of CIMC Vehicles has increased by 5.82% year-to-date, but has decreased by 4.13% in the last five trading days [2] - As of June 30, 2025, CIMC Vehicles reported a revenue of 9.753 billion yuan, a year-on-year decrease of 8.85%, and a net profit attributable to shareholders of 403 million yuan, down 28.48% year-on-year [2] - The company has a market capitalization of 17.392 billion yuan, with a trading volume of 34.2134 million yuan and a turnover rate of 0.25% as of September 16 [1] Group 2 - CIMC Vehicles' main business revenue composition includes 80.61% from semi-trailers, 17.14% from superstructures, chassis, and tractors, and 2.25% from other sources [2] - The company has distributed a total of 2.664 billion yuan in dividends since its A-share listing, with 1.655 billion yuan distributed in the last three years [3] - As of June 30, 2025, the number of shareholders of CIMC Vehicles decreased by 2.95% to 35,500, while the average circulating shares per person increased by 3.04% to 40,937 shares [2]

9月16日，杰华特盘中上涨2.04%，截至09:46，报53.06元/股，成交2.53亿元，换手率1.84%，总市值 237.11亿元。 资金流向方面，主力资金净流出998.24万元，特大单买入5352.35万元，占比21.12%，卖出4794.16万 元，占比18.92%；大单买入5944.53万元，占比23.46%，卖出7500.96万元，占比29.60%。 截至6月30日，杰华特股东户数1.10万，较上期减少9.16%；人均流通股23997股，较上期增加10.08%。 2025年1月-6月，杰华特实现营业收入11.87亿元，同比增长58.20%；归母净利润-2.95亿元，同比增长 12.44%。 机构持仓方面，截止2025年6月30日，杰华特十大流通股东中，银河创新混合A（519674）位居第二大 流通股东，持股1100.00万股，为新进股东。嘉实上证科创板芯片ETF（588200）位居第三大流通股东， 持股636.77万股，为新进股东。国投瑞银新能源混合A（007689）位居第四大流通股东，持股535.85万 股，相比上期增加154.23万股。富国新兴产业股票A/B（001048）位居第六大流通股东， ...

长江期货股份有限公司交易咨询业务资格：鄂证监期货字[2014]1号 【产业服务总部|有色中心】 研究员：汪国栋 执业编号：F03101701 投资咨询号：Z0021167 咨询电话：027-65777106 碳酸锂周报 2025/9/15 01 周度观点 需求端：9月整体排产环比增加，大型电芯厂排产环比增加8%。8月，我国动力和其他电池合计产量为139.6GWh，环比增长4.4%， 同比增长37.3%。动力和其他电池合计出口22.6GWh，环比下降2.6%，同比增长23.9%。动力和其他电池销量为134.5GWh，环比增 长5.7%，同比增长45.6%。以旧换新政策和政策端新能源车购置税的延期也有望持续支撑中国新能源车市场销量的较快增长。 库存：本周碳酸锂库存呈现去库状态，碳酸锂工厂库存增加360吨，市场库存减少2663吨，期货库存增加1994吨。 l 策略建议： 从供应端来看，宁德枧下窝矿山确认停产3个月，中信国安超采被要求停产，江特完成检修后复产，8月国内碳酸锂产量环比增加 7.8%，7月锂精矿进口量环比增加30%，7月锂盐进口环比减少22%，预计后续南美锂盐进口量将对供应形成补充。从需求端来看，储 能终 ...