人民币贬值受益
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比依股份跌1.43%,成交额4999.74万元,今日主力净流入-142.87万
Xin Lang Cai Jing· 2025-12-23 08:00
12月23日,比依股份跌1.43%,成交额4999.74万元,换手率1.29%,总市值38.98亿元。 异动分析 智能家居+家用电器+机器人概念+人民币贬值受益+人工智能 1、根据2024年5月7日互动易,公司已启动搭建自有AI智慧平台,后续将根据消费者的使用偏好和市场 趋势,通过植入智能语音、智能可视、远程控制、产品模拟体验等提升用户对产品的智能化体验感,为 全球用户的小家电使用场景赋予更具智慧化科技化的意义。 2、公司的主营业务是智能小家电产品的设计、制造和销售。公司主要产品包括机械式实用型空气炸 锅、空气烤箱、油炸锅等。 3、2024年10月29日互动易:公司目前以智能扫地机、洗地机入局,已布局智能机器人领域。 来源:新浪证券-红岸工作室 区间今日近3日近5日近10日近20日主力净流入-142.87万437.91万-165.41万1536.93万-2085.96万 主力持仓 主力没有控盘,筹码分布非常分散,主力成交额2960.97万,占总成交额的8.3%。 技术面:筹码平均交易成本为21.05元 该股筹码平均交易成本为21.05元,近期该股获筹码青睐,且集中度渐增;目前股价靠近压力位21.11, 谨防压 ...
恒辉安防跌0.48%,成交额1.14亿元,近3日主力净流入523.48万
Xin Lang Cai Jing· 2025-12-23 08:00
Core Viewpoint - The company, Henghui Security, is experiencing fluctuations in stock performance and is focusing on the development of advanced materials and robotics applications, which may present future growth opportunities [1][4]. Group 1: Company Overview - Henghui Security is primarily engaged in the research, production, and sales of hand safety protective products, with functional safety gloves accounting for 95.45% of its revenue [4][9]. - The company was established on April 15, 2004, and went public on March 11, 2021 [8]. - As of December 10, 2025, the number of shareholders is 13,800, a decrease of 4% from the previous period [9]. Group 2: Financial Performance - For the period from January to September 2025, Henghui Security achieved a revenue of 880 million yuan, representing a year-on-year growth of 0.97%, while the net profit attributable to shareholders decreased by 12.85% to 81.98 million yuan [9]. - The company has distributed a total of 149 million yuan in dividends since its A-share listing, with 101 million yuan distributed in the last three years [10]. Group 3: Market and Product Development - The company has developed several products in the robotics sector, including flexible joint protective components for humanoid robots, which have been delivered for use [2]. - In the field of new materials, the company has mastered key technologies for producing high-performance fibers containing graphene, enhancing cut resistance and comfort [3]. - The company’s overseas revenue accounts for 88.71%, benefiting from the depreciation of the RMB [4]. Group 4: Investment and Market Dynamics - The stock has seen a net inflow of 20,300 yuan today, with a total market capitalization of 5.671 billion yuan [1][5]. - The average trading cost of the stock is 33.46 yuan, with current price fluctuations between resistance at 34.08 yuan and support at 30.70 yuan [7].
中力股份涨0.33%,成交额3727.45万元,近3日主力净流入83.39万
Xin Lang Cai Jing· 2025-12-22 08:17
机器人概念+人民币贬值受益+智能物流+注册制次新股+新股与次新股 1、根据公司招股说明书:公司自成立以来专注于电动叉车等机动工业车辆的技术研发与产品创新。在 机动工业车辆现有生产技术的基础上,结合行业发展趋势和国内外市场需求,公司以绿色化、数字化、 智能化作为发展方向,充分利用多年技术积累,采用独创的"正向研发" 模式,以客户需求为导向,从 产品外形、功能设计出发,不断开发适应市场需求的产品、工艺与技术,历经多年积淀研发出小金刚、 油改电叉车、搬马机器人等多款具有里程碑意义的产品。公司积极发展和布局移动搬运机器人业务, 2020 年推出具备自动化程度高、灵活性强、安全性好等优势的搬马机器人系列产品,有效减少无效搬 运,降低移动搬运机器人应用门槛。 2、根据2024年年报,公司海外营收占比为51.63%,受益于人民币贬值。 来源:新浪证券-红岸工作室 12月22日,中力股份涨0.33%,成交额3727.45万元,换手率1.96%,总市值148.01亿元。 异动分析 主力没有控盘,筹码分布非常分散,主力成交额840.26万,占总成交额的4.19%。 技术面:筹码平均交易成本为38.98元 3、2025年1月8日互 ...
开创电气跌1.94%,成交额4776.60万元,今日主力净流入-331.46万
Xin Lang Cai Jing· 2025-12-22 08:13
异动分析 锂电池概念+专精特新+人民币贬值受益+跨境电商 1、据2024年5月8日互动易:2023 年公司开发锂电新产品 20 款,受到博世、Harbor Freight Tools 等客户 的认可。公司目前锂电产品的销售占比,不到总销售收入的 10%,还有很大的提升空间。谢谢! 来源:新浪证券-红岸工作室 12月22日,开创电气跌1.94%,成交额4776.60万元,换手率1.71%,总市值60.31亿元。 主力没有控盘,筹码分布非常分散,主力成交额1371.02万,占总成交额的8.51%。 技术面:筹码平均交易成本为60.09元 2、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。公司已入选工信部国家级专 精特新小巨人企业名单。 3、根据2024年年报,公司海外营收占比为91.85%,受益于人民币贬值。 4、根据2025年7月4日互动易:公司于2018年开始布局电商业务。先后在金华、杭州、深圳成立跨境电 商公 ...
源飞宠物跌1.02%,成交额5429.36万元,近3日主力净流入511.58万
Xin Lang Cai Jing· 2025-12-22 08:04
Core Viewpoint - The company, Wenzhou Yuanfei Pet Products Co., Ltd., is experiencing fluctuations in stock performance and is positioned to benefit from trends in the pet economy, cross-border e-commerce, and the depreciation of the RMB [2][3]. Company Overview - Wenzhou Yuanfei Pet Products Co., Ltd. specializes in the research, production, and sales of pet supplies and pet food, with main products including pet snacks, leashes, toys, dry food, and wet food [2][7]. - The company was established on September 27, 2004, and went public on August 18, 2022 [7]. - As of September 30, 2025, the company reported a revenue of 1.281 billion yuan, a year-on-year increase of 37.66%, and a net profit attributable to shareholders of 130 million yuan, up 8.75% year-on-year [7]. Revenue and Market Position - The company's overseas revenue accounts for 85.78% of total revenue, benefiting from the depreciation of the RMB [3]. - The revenue composition includes pet snacks (52.09%), leashes (24.77%), staple food (9.79%), other products (7.72%), and toys (5.64%) [7]. - The company has established production bases in Cambodia to enhance global capacity and reduce labor costs, with an average capacity utilization rate of around 80% [3]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders is 13,600, a decrease of 10.74% from the previous period, with an average of 7,888 circulating shares per person, an increase of 53.27% [7]. - The company has distributed a total of 120 million yuan in dividends since its A-share listing [8]. - The stock has seen a net inflow of -282,500 yuan today, with no significant trend in major shareholder activity [4][5].
昱能科技跌0.26%,成交额6635.07万元,近3日主力净流入514.27万
Xin Lang Cai Jing· 2025-12-22 08:03
Core Viewpoint - The company, YN Technology, focuses on the photovoltaic power generation sector, particularly in distributed photovoltaic systems, and has seen a significant impact from the depreciation of the RMB and the development of green energy initiatives [2][4]. Company Overview - YN Technology, established on March 24, 2010, and listed on June 8, 2022, is located in Jiaxing, Zhejiang Province. The company specializes in the research, production, and sales of component-level power electronic devices for distributed photovoltaic power generation systems [8]. - The main revenue components include micro-inverters and energy communication products (54.95%), commercial energy storage systems (29.14%), intelligent control disconnectors (8.94%), and others (3.89%) [8]. Business Operations - The company has developed a comprehensive product line in energy storage, including portable, household, and commercial energy storage systems, with its single-phase household energy storage series already in mass production and sold in Europe and the United States [2]. - YN Technology's distributed photovoltaic power station business utilizes self-developed energy storage products and provides a full-process solution from hardware to software, targeting high-energy consumption commercial scenarios [3]. Financial Performance - As of September 30, the company reported a revenue of 943 million yuan for the first nine months of 2025, a year-on-year decrease of 38.48%, and a net profit attributable to shareholders of 66.48 million yuan, down 55.52% year-on-year [9]. - The company's overseas revenue accounted for 66.03% of total revenue, benefiting from the depreciation of the RMB [4]. Market Activity - On December 22, the stock price of YN Technology decreased by 0.26%, with a trading volume of 66.35 million yuan and a market capitalization of 7.947 billion yuan [1]. - The main net inflow of funds today was 5.735 million yuan, with the stock showing no significant trend in main capital movement [5][6].
海泰新光跌0.54%,成交额6649.63万元,近5日主力净流入-845.92万
Xin Lang Cai Jing· 2025-12-22 07:56
来源:新浪证券-红岸工作室 12月22日,海泰新光跌0.54%,成交额6649.63万元,换手率1.29%,总市值51.26亿元。 异动分析 医疗器械概念+人民币贬值受益+专精特新 1、公司始终致力于将光学技术与医疗器械行业的前沿应用趋势相结合,研究发展高性能的尖端内窥镜 器械产品。目前,公司是国内少有的具备从核心部件、关键设备到系统集成的行业垂直整合能力的企 业。 公司简介 (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-8.29万,占比0%,行业排名52/132,连续3日被主力资金减仓;所属行业主力净流 入-1.26亿,当前无连续增减仓现象,主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入-8.29万-705.17万-845.92万-874.58万-2451.16万 主力持仓 主力没有控盘,筹码分布非常分散,主力成交额1445.59万,占总成交额的3.89%。 技术面:筹码平均交易成本为46.22元 该股筹码平均交易成本为46.22元,近期筹码减仓,但减仓程度减缓;目前股价靠近支撑位41.58,注意 支撑位处反弹,若跌破支撑位则可 ...
雅艺科技跌1.73%,成交额3007.88万元,近5日主力净流入71.24万
Xin Lang Cai Jing· 2025-12-22 07:56
Core Viewpoint - The company, Zhejiang Yayi Metal Technology Co., Ltd., is focusing on outdoor leisure furniture, particularly fire pits and gas stoves, and is expanding its online sales channels through platforms like Amazon and TikTok, benefiting from the depreciation of the RMB and the growth of the camping economy and cross-border e-commerce [2][4]. Group 1: Company Overview - The company has established a comprehensive system for research, design, production, sales, and service, becoming one of the main providers of fire pits and gas stoves in China [2]. - The main business revenue composition includes 55.86% from fire pits and stoves, 33.74% from other products, and 10.40% from gas stoves [8]. Group 2: Financial Performance - In 2024, the company expects a significant revenue increase to 296 million yuan, representing a year-on-year growth of 87.22%, driven by online sales channels [2]. - As of November 20, 2025, the company achieved a revenue of 239 million yuan for the first nine months, a year-on-year increase of 22.23%, but the net profit attributable to the parent company decreased by 68.19% to 1.78 million yuan [9]. Group 3: Investment and Partnerships - The company is investing in a partnership with Yudao Venture Capital Management and others to establish a venture capital partnership, contributing 10.2 million yuan, which accounts for 39.98% of the partnership's capital [3]. Group 4: Market Position and Strategy - The company is leveraging the policies of the Zhejiang cross-border e-commerce comprehensive pilot zone to optimize its overseas warehouse layout and logistics efficiency [2]. - The overseas revenue proportion reached 98.94%, benefiting from the depreciation of the RMB [4].
同洲电子涨1.74%,成交额1.86亿元,近5日主力净流入-8918.05万
Xin Lang Cai Jing· 2025-12-22 07:30
异动分析 人民币贬值受益+物联网+东数西算(算力)+锂电池概念+摘帽 1、根据2024年年报,公司海外营收占比为79.72%,受益于人民币贬值。 来源:新浪证券-红岸工作室 12月22日,同洲电子涨1.74%,成交额1.86亿元,换手率2.21%,总市值92.63亿元。 主力轻度控盘,筹码分布较为分散,主力成交额1.04亿,占总成交额的14.32%。 2、2020年6月17日互动易:公司在物联网领域的投入主要是提供相关解决方案,比如智慧园区、智慧社 区等。 3、2025年7月28日互动易:公司目前主要集中聚焦于高功率电源领域,公司高功率电源产品为开关电源 产品,主要应用于算力服务器领域。 4、据2022年年报显示:公司第二板块业务为新能源锂离子电池业务:锂离子电池的技术研发、生产和 销售,以及根据客户要求将电芯进行检测区分电芯容量档位,达到梯次利用目的。2022年公司实现营业 收入2.55亿元,同比增长82.99%,其中,新能源电池业务占比较高。 5、申请撤销风险警示获交易所批准,证券简称变更为同洲电子。 (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 ...
普莱得涨2.18%,成交额2462.80万元,近3日主力净流入-177.95万
Xin Lang Cai Jing· 2025-12-19 09:19
Core Viewpoint - The company, Zhejiang Plade Electric Co., Ltd., has shown positive growth in revenue and net profit, benefiting from cross-border e-commerce and the depreciation of the RMB, while also focusing on innovation and specialized products in the electric tool sector [2][6][7]. Group 1: Company Overview - Zhejiang Plade Electric Co., Ltd. was established on November 1, 2005, and went public on May 30, 2023, specializing in the research, design, production, and sales of electric tools [6]. - The company's main revenue sources are electric tool assemblies (94.85%), electric tool accessories (3.66%), and other supplementary products (1.49%) [6]. - As of September 30, 2025, the company reported a revenue of 697 million yuan, a year-on-year increase of 7.74%, and a net profit attributable to shareholders of 61.5 million yuan, up 11.01% year-on-year [6][7]. Group 2: Market Position and Strategy - The company has established its own brand flagship stores on platforms like Amazon, eBay, Taobao, and Tmall, covering overseas markets in North America and Europe [2]. - As of the 2024 annual report, overseas revenue accounted for 67.86% of total revenue, benefiting from the depreciation of the RMB [2]. - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which enhances its competitiveness and stability in the supply chain [2]. Group 3: Financial and Technical Analysis - The stock price increased by 2.18% on December 19, with a trading volume of 24.628 million yuan and a market capitalization of 2.626 billion yuan [1]. - The average trading cost of the stock is 27.89 yuan, with recent reductions in holdings but at a slowing rate; the current stock price is near a support level of 26.74 yuan [5]. - The main capital inflow today was 791,700 yuan, representing 0.03% of the total, with a ranking of 72 out of 245 in the industry [3][4].