Core Viewpoint - The stock of Guangyun Da has experienced fluctuations, with a recent decline of 2.05% and a year-to-date increase of 9.12%, indicating volatility in its market performance [1]. Financial Performance - For the period from January to September 2025, Guangyun Da reported a revenue of 9.65 billion yuan, reflecting a year-on-year growth of 23.13%. However, the net profit attributable to shareholders was -524.48 million yuan, a significant decrease of 261.78% compared to the previous year [2]. Stock Market Activity - As of November 12, Guangyun Da's stock price was 9.09 yuan per share, with a total market capitalization of 5.06 billion yuan. The trading volume was 19.29 million yuan, with a turnover rate of 0.49% [1]. - The net outflow of main funds was 2.85 million yuan, with large orders accounting for 10.15% of purchases and 24.94% of sales [1]. Shareholder Information - As of October 31, the number of shareholders for Guangyun Da reached 39,000, an increase of 3.05% from the previous period. The average number of circulating shares per person decreased by 2.96% to 11,116 shares [2]. Business Overview - Guangyun Da, established on October 25, 2005, and listed on June 8, 2011, operates in the fields of electronic information and aerospace, providing laser application services and innovative solutions for intelligent manufacturing. The revenue composition includes 48.63% from laser application services, 24.64% from intelligent equipment, 19.54% from aerospace components, 5.74% from lasers, and 1.46% from leasing and other services [1]. Dividend Information - Since its A-share listing, Guangyun Da has distributed a total of 80.60 million yuan in dividends, with 12.36 million yuan distributed over the past three years [3].

Core Viewpoint - The company, Jieban Technology, is experiencing a decline in stock price and has a significant reliance on major clients like Foxconn and Apple, with a notable portion of its revenue coming from overseas markets, benefiting from the depreciation of the RMB [1][3][7]. Business Overview - Jieban Technology specializes in customized precision components and structural parts, providing a range of services including product design, material selection, mold design, prototyping, testing, and mass production [7]. - The company's revenue composition includes 92.70% from precision manufacturing products, 5.79% from new materials, and 1.51% from other sources [7]. Client Dependency - The company's direct clients primarily include Foxconn, Quanta Computer, Compal Electronics, Catcher Technology, and BYD, with sales to Foxconn accounting for 35.58%, 36.85%, and 39.52% of total revenue in recent periods [2]. - A significant portion of the company's products is used in Apple's laptops and tablets, with sales to Apple-related products representing 85.22%, 77.95%, and 81.27% of total revenue [2]. Financial Performance - For the period from January to September 2025, Jieban Technology achieved a revenue of 9.62 billion, reflecting a year-on-year growth of 62.04%, while the net profit attributable to the parent company was -12.58 million, a decrease of 1762.51% year-on-year [7]. - The company has distributed a total of 432.37 million in dividends since its A-share listing [8]. Market Position - As of November 11, the company's stock price decreased by 0.64%, with a trading volume of 1.49 billion and a market capitalization of 7.896 billion [1]. - The company has a high overseas revenue ratio of 67.79%, benefiting from the depreciation of the RMB [3]. Institutional Holdings - As of September 30, 2025, several new institutional investors have entered the top ten shareholders, indicating a shift in ownership dynamics [9].

Core Viewpoint - Yaxin Integrated Technology has experienced a significant stock price increase of 92.69% year-to-date, despite a recent decline of 1.43% over the past five trading days [1] Company Overview - Yaxin Integrated Technology (Suzhou) Co., Ltd. was established on February 28, 2002, and went public on December 30, 2016. The company specializes in high-tech electronic industries, including IC semiconductors and optoelectronics, as well as cleanroom engineering services for various sectors [2] - The main revenue sources for Yaxin Integrated include cleanroom system integration engineering (94.53%), other engineering services (3.13%), equipment sales (1.44%), and other income (0.90%) [2] - The company is categorized under the construction decoration industry, specifically in specialized engineering [2] Financial Performance - For the period from January to September 2025, Yaxin Integrated reported a revenue of 3.109 billion yuan, a year-on-year decrease of 29.63%. However, the net profit attributable to shareholders increased by 0.78% to 442 million yuan [2] - The company has distributed a total of 920 million yuan in dividends since its A-share listing, with 693 million yuan distributed over the past three years [3] Shareholder Information - As of October 31, 2025, the number of shareholders increased by 4.01% to 11,400, with an average of 18,686 circulating shares per shareholder, a decrease of 3.85% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 7.4891 million shares, a decrease of 186,400 shares from the previous period. Meanwhile, Guangfa Small Cap Growth Mixed Fund increased its holdings by 739,200 shares to 2.9746 million shares [3]

Core Viewpoint - ShenNan Circuit experienced a stock price decline of 2.08% on November 11, with a trading price of 213.76 CNY per share and a market capitalization of 142.52 billion CNY [1] Company Overview - ShenNan Circuit Co., Ltd. is located in Longgang District, Shenzhen, Guangdong Province, and was established on July 3, 1984. The company was listed on December 13, 2017, and its main business involves the research, development, production, and sales of printed circuit boards (PCBs) [1] - The revenue composition of ShenNan Circuit includes: 60.01% from printed circuit boards, 16.64% from packaging substrates, 14.14% from electronic assembly, 5.80% from other supplementary products, and 3.40% from other products [1] Financial Performance - For the period from January to September 2025, ShenNan Circuit achieved operating revenue of 16.754 billion CNY, representing a year-on-year growth of 28.39%. The net profit attributable to the parent company was 2.326 billion CNY, reflecting a year-on-year increase of 56.30% [2] - Since its A-share listing, ShenNan Circuit has distributed a total of 3.441 billion CNY in dividends, with 1.744 billion CNY distributed over the past three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders of ShenNan Circuit was 39,500, a decrease of 25.79% from the previous period. The average number of circulating shares per person increased by 34.75% to 16,847 shares [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 21.7066 million shares, an increase of 7.4697 million shares from the previous period. New shareholders include several funds, while some previously listed funds have exited the top ten circulating shareholders [3]

11月11日，合力泰（维权）盘中下跌2.15%，截至10:46，报3.18元/股，成交1.82亿元，换手率1.00%， 总市值237.84亿元。 合力泰所属申万行业为：电子-光学光电子-面板。所属概念板块包括：柔性电子、富士康概念、消费电 子、华为概念、指纹识别等。 截至9月30日，合力泰股东户数23.01万，较上期增加107.40%；人均流通股24683股，较上期减少 51.78%。2025年1月-9月，合力泰实现营业收入12.59亿元，同比增长23.84%；归母净利润1781.03万元， 同比增长101.45%。 分红方面，合力泰A股上市后累计派现6.09亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，合力泰十大流通股东中，香港中央结算有限公司位居第七大流通 股东，持股4191.91万股，为新进股东。 责任编辑：小浪快报 资金流向方面，主力资金净流出2948.95万元，特大单买入408.99万元，占比2.25%，卖出673.58万元， 占比3.71%；大单买入1612.18万元，占比8.88%，卖出4296.55万元，占比23.66%。 合力泰今年以来股价涨33.05%，近5个 ...

Core Viewpoint - The stock of Eurotech has experienced fluctuations, with a year-to-date increase of 88.69% but a recent decline of 1.50% over the last five trading days [1] Group 1: Stock Performance - As of November 11, Eurotech's stock price was 199.58 CNY per share, with a market capitalization of 21.925 billion CNY [1] - The stock has seen a trading volume of 2.38 billion CNY and a turnover rate of 1.07% [1] - Year-to-date, the stock has increased by 88.69%, with a 5-day decline of 1.50%, a 20-day increase of 5.67%, and a 60-day increase of 22.48% [1] Group 2: Company Overview - Eurotech, established on May 29, 1996, and listed on August 24, 2020, is based in Shenzhen, Guangdong Province, and specializes in the research, production, and sales of switch power supply products [2] - The company's main business revenue comes from the manufacturing of computers, communications, and other electronic devices, accounting for 99.57% of total revenue [2] - Eurotech is categorized under the power equipment industry, specifically in other power supply devices [2] Group 3: Financial Performance - For the period from January to September 2025, Eurotech reported a revenue of 3.387 billion CNY, reflecting a year-on-year growth of 27.16% [2] - The net profit attributable to shareholders for the same period was 222 million CNY, representing a year-on-year increase of 41.53% [2] Group 4: Shareholder Information - As of September 30, 2025, Eurotech had 21,600 shareholders, an increase of 25.48% from the previous period [2] - The average number of circulating shares per shareholder was 5,097, a decrease of 18.27% [2] - The top ten circulating shareholders include significant increases in holdings by Hong Kong Central Clearing Limited and Guotou Ruijin New Energy Mixed A [3]

Core Viewpoint - Guanghua Technology's stock has shown significant growth this year, with a notable increase in revenue and net profit, indicating strong business performance and investor interest [1][2]. Financial Performance - As of September 30, Guanghua Technology reported a revenue of 2.044 billion yuan, representing a year-on-year growth of 11.50% [2]. - The net profit attributable to shareholders reached 90.39 million yuan, marking a substantial increase of 1233.70% compared to the previous year [2]. Stock Market Activity - On November 11, Guanghua Technology's stock price rose by 2.18%, reaching 22.05 yuan per share, with a trading volume of 75.51 million yuan and a turnover rate of 0.81% [1]. - The stock has appreciated by 33.47% year-to-date, with a 6.99% increase over the last five trading days [1]. Shareholder Information - As of September 30, the number of shareholders decreased by 2.27% to 58,500, while the average number of circulating shares per person increased by 2.32% to 7,290 shares [2][3]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 2.53 million shares to 7.19 million shares [3]. Business Overview - Guanghua Technology, established on August 30, 1980, specializes in the research, production, and sales of PCB chemicals and chemical reagents, with PCB chemicals accounting for 68.18% of its revenue [1]. - The company is categorized under the electronic chemical industry and is involved in various sectors, including advanced packaging and lithium iron phosphate [1].

Group 1 - The Tonghuashun Fruit Index concept fell by 1.56%, ranking among the top declines in concept sectors, with leading decliners including XW Communication, Lante Optics, and Lens Technology [1] - The top gainers in the same day included Wentai Technology, Saiteng Co., and Dongshan Precision, with respective increases of 3.02%, 1.53%, and 1.36% [1] - The dairy industry led the gainers with a rise of 4.36%, while the Tonghuashun Fruit Index was the largest decliner [1] Group 2 - The Tonghuashun Fruit Index concept experienced a net outflow of 4.158 billion yuan, with 15 stocks seeing net outflows, and 7 stocks exceeding 1 billion yuan in outflows [1] - Industrial Fulian had the highest net outflow of 2.247 billion yuan, followed by Luxshare Precision, GoerTek, and XW Communication with net outflows of 588 million yuan, 571 million yuan, and 392 million yuan respectively [1] - The stocks with the highest net inflows included BOE Technology Group, Wentai Technology, and Saiteng Co., with net inflows of 444 million yuan, 113 million yuan, and 6.247 million yuan respectively [1][2]

Core Viewpoint - The company, Jieban Technology, experienced a decline in stock price by 5.86% on November 10, with a trading volume of 219 million yuan and a market capitalization of 7.947 billion yuan [1] Business Overview - Jieban Technology specializes in customized precision functional and structural components, providing services including product design, material selection, mold design, trial production, testing, and mass production [7] - The company's revenue composition includes 92.70% from precision manufacturing products, 5.79% from new materials, and 1.51% from other sources [7] Client and Revenue Dependency - The company’s liquid cooling server business is progressing as planned, but specific project details are confidential due to non-disclosure agreements with clients [2] - Major clients include Foxconn, Quanta Computer, Compal Electronics, Catcher Technology, and BYD, with sales to Foxconn accounting for 35.58%, 36.85%, and 39.52% of total revenue in recent periods [2] - A significant portion of the company's products is used in Apple’s laptops and tablets, with sales to Apple products representing 85.22%, 77.95%, and 81.27% of total revenue [2] Product Applications - The company’s carbon nanotube products, primarily conductive pastes, are used in power lithium batteries and consumer and energy storage lithium batteries, with supply agreements in place with several new energy manufacturers, including CATL and BYD [2] Financial Performance - For the period from January to September 2025, Jieban Technology achieved a revenue of 962 million yuan, reflecting a year-on-year growth of 62.04%, while the net profit attributable to the parent company was a loss of 12.5763 million yuan, a decrease of 1762.51% year-on-year [7] - As of September 30, 2024, the company’s overseas revenue accounted for 67.79%, benefiting from the depreciation of the yuan [3] Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders increased by 12.82% to 7464, while the average circulating shares per person decreased by 10.24% [7] - New institutional shareholders include several funds, with notable positions held by various 富国 (Fuguo) funds [9]

Core Viewpoint - Heli Tai's stock price has shown significant growth this year, with a year-to-date increase of 37.24%, despite recent fluctuations in trading volume and net capital flow [1][2]. Group 1: Stock Performance - As of November 10, Heli Tai's stock price rose by 2.18% to 3.28 CNY per share, with a trading volume of 3.33 billion CNY and a turnover rate of 1.83% [1]. - The company has experienced a net capital outflow of 241.77 thousand CNY, with large orders accounting for 14.81% of total buy orders and 17.67% of total sell orders [1]. - Over the past 60 days, the stock price has increased by 32.26%, while it has remained flat over the last 5 trading days [1]. Group 2: Company Overview - Heli Tai Technology Co., Ltd. was established on April 30, 2003, and went public on February 20, 2008. The company specializes in various display modules and components, including full-screen modules, touch screen modules, and 5G-related materials [2]. - The company's revenue composition includes 86.62% from electronic paper display products, 11.90% from general display products, and 0.68% from optical sensing products [2]. - As of September 30, the number of shareholders increased to 230,100, with an average of 24,683 circulating shares per person, a decrease of 51.78% from the previous period [2]. Group 3: Financial Performance - For the first nine months of 2025, Heli Tai reported a revenue of 1.259 billion CNY, reflecting a year-on-year growth of 23.84%, and a net profit attributable to shareholders of 17.81 million CNY, up 101.45% year-on-year [2]. - The company has distributed a total of 609 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. - As of September 30, 2025, Hong Kong Central Clearing Limited emerged as a new major shareholder, holding 41.919 million shares [3].