Group 1 - The core viewpoint of the news is that CIMC Vehicles has experienced a stock price increase of 15.05% year-to-date, with a recent rise of 3.91% over the last five trading days and 7.45% over the last 20 days [2] - As of November 19, CIMC Vehicles' stock price was reported at 10.09 yuan per share, with a market capitalization of 18.91 billion yuan [1] - The company's main business involves the production of semi-trailers, special vehicle superstructures, and refrigerated truck bodies, with semi-trailers accounting for 80.61% of its revenue [2] Group 2 - For the period from January to September 2025, CIMC Vehicles reported a revenue of 15.01 billion yuan, a year-on-year decrease of 5.13%, and a net profit attributable to shareholders of 622 million yuan, down 26.23% year-on-year [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 over the past three years [3] - As of September 30, 2025, the number of shareholders for CIMC Vehicles was 29,800, a decrease of 16.07% from the previous period [2]

11月19日，中材科技盘中下跌2.05%，截至09:39，报32.08元/股，成交1.06亿元，换手率0.20%，总市值 538.34亿元。 资金流向方面，主力资金净流入40.00万元，特大单买入141.22万元，占比1.33%，卖出0.00元，占比 0.00%；大单买入1393.80万元，占比13.13%，卖出1495.02万元，占比14.09%。 中材科技今年以来股价涨149.55%，近5个交易日跌0.06%，近20日跌1.14%，近60日跌2.46%。 中材科技所属申万行业为：建筑材料-玻璃玻纤-玻纤制造。所属概念板块包括：中国建材集团、 PM2.5、宁德时代概念、新能源车、融资融券等。 截至9月30日，中材科技股东户数6.30万，较上期减少2.56%；人均流通股26621股，较上期增加2.63%。 2025年1月-9月，中材科技实现营业收入217.01亿元，同比增长29.09%；归母净利润14.80亿元，同比增 长143.24%。 分红方面，中材科技A股上市后累计派现57.12亿元。近三年，累计派现24.25亿元。 机构持仓方面，截止2025年9月30日，中材科技十大流通股东中，香港中央结算有限公司位 ...

亚太科技所属申万行业为：有色金属-工业金属-铝。所属概念板块包括：小盘、有色铝、海水淡化、汽 车轻量化、新能源车等。 截至9月30日，亚太科技股东户数5.25万，较上期增加10.72%；人均流通股16588股，较上期减少 9.46%。2025年1月-9月，亚太科技实现营业收入58.30亿元，同比增长6.20%；归母净利润2.94亿元，同 比减少15.96%。 分红方面，亚太科技A股上市后累计派现29.69亿元。近三年，累计派现14.70亿元。 机构持仓方面，截止2025年9月30日，亚太科技十大流通股东中，红利低波（512890）位居第三大流通 股东，持股5289.76万股，持股数量较上期不变。创金合信中证红利低波动指数A（005561）位居第七大 流通股东，持股1493.34万股，相比上期增加26.23万股。易方达中证红利低波动ETF（563020）位居第 八大流通股东，持股1154.40万股，相比上期增加363.49万股。香港中央结算有限公司位居第十大流通股 东，持股880.85万股，相比上期增加131.43万股。 责任编辑：小浪快报 11月19日，亚太科技盘中下跌2.09%，截至09:39，报7.04元 ...

| 菓細菌 | 2016 | | --- | --- | | 刘力宇 | | | 孟路 | The Childre | | 郭雨蒙 | | | 孙仁昊 | ספר | | 赖思旭 | | | 童明祺 | Disto | | | | | 投资要点 | | --- | 公告要点： 公司2025Q3单季度营收891.9亿元，同环比分别+26.5%/+14.7%（同比数据已经重列，下同）； 归母净利润38.2亿元，同环比+59.3%/+5.6%。整体表现符合我们预期。 Q3业绩符合预期。 1）营收： 公司Q3实现总销量76.1万台，同环比分别+42.5%/+7.9%；单车ASP为11.7万元，同 环比分别-11.2%/+6.3%，ASP同比下滑主要原因为价格竞争影响&单价较低的吉利主品牌销量 占比同比+4.9pct。 2）毛利率： 2025Q3毛利率为16.6%，同环比分别+1.5/-0.5pct，同比改善主 要原因为规模效应&产品结构改善（领克900等高价车型占比提升）。环比下滑主因为降本工 作完成进度影响。 3）费用率： 25Q3销售/研发/行政费用率分别为6.0%/4.9/1.5%，同比分别 +1.2/+0.3 ...

Investment Rating - The investment rating for Geely Automobile is "Buy" (maintained) [1] Core Views - The Q3 performance of Geely Automobile met expectations, with total revenue of 89.19 billion yuan, representing a year-on-year increase of 26.5% and a quarter-on-quarter increase of 14.7%. The net profit attributable to the parent company was 3.82 billion yuan, showing a year-on-year increase of 59.3% and a quarter-on-quarter increase of 5.6% [2] - The company achieved total sales of 761,000 units in Q3, with a year-on-year increase of 42.5% and a quarter-on-quarter increase of 7.9%. The average selling price (ASP) per vehicle was 117,000 yuan, reflecting a year-on-year decline of 11.2% but a quarter-on-quarter increase of 6.3% [2] - The gross margin for Q3 was 16.6%, showing a year-on-year improvement due to scale effects and product mix enhancement, despite a quarter-on-quarter decline [2] - The company has adjusted its net profit forecast for 2025 to 18.1 billion yuan (previously 15 billion yuan) due to strong sales performance in the first three quarters and the successful launch of new models [2] Summary by Sections Revenue and Profitability - Total revenue for 2023 is projected at 179.204 billion yuan, with a year-on-year growth of 21.11%. For 2024, revenue is expected to reach 240.194 billion yuan, growing by 34.03% [1] - The net profit attributable to the parent company for 2023 is estimated at 5.308 billion yuan, with a year-on-year increase of 0.91%. The forecast for 2024 is 16.632 billion yuan, reflecting a significant growth of 213.32% [1] Earnings Per Share (EPS) and Valuation - The latest diluted EPS for 2023 is projected at 0.52 yuan per share, with a forecast of 1.64 yuan for 2024 and 1.79 yuan for 2025 [1] - The price-to-earnings (P/E) ratio is expected to be 29.84 for 2023, decreasing to 9.52 for 2024 and further to 8.76 for 2025 [1] Financial Metrics - The company’s total assets are projected to reach 325.928 billion yuan by 2025, with a debt-to-asset ratio of 66.04% [9] - The cash flow from operating activities for 2025 is expected to be 29.426 billion yuan, indicating a healthy cash generation capability [9]

(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) 来源：新浪证券-红岸工作室 11月18日，新铝时代跌1.41%，成交额6392.86万元，换手率1.55%，总市值70.40亿元。 异动分析 新能源汽车+储能+无人机+西部大开发+比亚迪概念 1、重庆新铝时代科技股份有限公司的主营业务是新能源汽车电池系统铝合金零部件的研发、生产和销 售。公司的主要产品为电池盒箱体。 2、2025年9月25日互动易：公司主要从事新能源汽车电池系统铝合金零部件的研发、生产和销售，拥有 铝合金材料研发、产品设计、先进生产工艺以及规模化生产的完整业务体系。公司主要产品为电池盒箱 体，并已在储能电池领域具备相应的技术储备和产品研发布局。 3、2025年4月1日互动易回复，本次重组的标的公司主营显示器支架、精密转轴以及精密冲压产品的研 发、生产及销售，作为该等细分领域的领军企业和国家级专精特新"小巨人"企业，其客户资源丰富、技 术水平成熟、市场份额稳固。其中，精密转轴下游产品应用之一为无人机，其主要客户为大疆。 4、公司注册地址为重庆市涪陵区鹤凤大道43号工业园区标准化厂房A区2号厂房 5、2025年4月2 ...

来源：新浪证券-红岸工作室 11月18日，斯菱股份涨0.32%，成交额2.53亿元，换手率2.02%，总市值203.85亿元。 异动分析 减速器+人形机器人+新能源汽车+人民币贬值受益+专精特新 1、2024年5月8日互动易回复：公司谐波减速器已在量产前期筹备阶段。 2、2024年5月9日互动易：公司机器人零部件产品计划覆盖工业机器人、协作机器人及人形机器人等领 域。目前谐波减速器已在量产前期筹备阶段。 4、根据2024年年报，公司海外营收占比为68.37%，受益于人民币贬值。 5、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。 (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926.70万，占比0.04%，行业排名13/257，连续2日被主力资金增仓；所属行业主力净流 入-29.84亿，连续3日被主力资金 ...

Core Viewpoint - Hangcha Group's stock has experienced fluctuations, with a notable decline of 2.00% on November 18, 2023, despite a year-to-date increase of 46.18% [1] Financial Performance - For the period from January to September 2025, Hangcha Group achieved a revenue of 13.972 billion yuan, representing a year-on-year growth of 9.73%, and a net profit attributable to shareholders of 1.753 billion yuan, up 11.43% year-on-year [2] Stock and Market Activity - As of November 18, 2023, Hangcha Group's stock price was 25.42 yuan per share, with a total market capitalization of 33.295 billion yuan. The stock has seen a trading volume of 1.23 billion yuan and a turnover rate of 0.37% [1] - The company experienced a net outflow of main funds amounting to 37.1775 million yuan, with significant selling pressure observed in large orders [1] Shareholder Information - As of September 30, 2025, the number of shareholders for Hangcha Group increased to 18,300, a rise of 5.78% from the previous period, while the average circulating shares per person decreased by 5.46% to 71,379 shares [2][3] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which reduced its holdings by 16.8952 million shares, and new shareholder Ruiyuan Growth Value Mixed A [3] Dividend Distribution - Hangcha Group has distributed a total of 2.964 billion yuan in dividends since its A-share listing, with 1.497 billion yuan distributed over the past three years [3] Business Overview - Hangcha Group, established in Hangzhou, Zhejiang Province, specializes in the research, production, and sales of industrial vehicles and key components, with forklifts and their parts accounting for 98.46% of its main business revenue [1] - The company operates within the machinery equipment sector, specifically in engineering machinery, and is involved in various concept sectors including 5G, robotics, new energy vehicles, and smart logistics [1]

资料显示，苏州金鸿顺汽车部件股份有限公司位于江苏省张家港经济开发区长兴路30号，成立日期2003 年9月23日，上市日期2017年10月23日，公司主营业务涉及汽车车身和底盘冲压零部件及其相关模具的 开发、生产与销售。主营业务收入构成为：汽车零部件90.35%，其他5.38%，模具4.27%。 金鸿顺所属申万行业为：汽车-汽车零部件-其他汽车零部件。所属概念板块包括：汽车零部件、新材 料、汽车轻量化、新能源车、小盘等。 11月18日，金鸿顺盘中下跌2.07%，截至14:11，报20.81元/股，成交4719.06万元，换手率1.25%，总市 值37.29亿元。 资金流向方面，主力资金净流出492.02万元，特大单买入425.50万元，占比9.02%，卖出537.60万元，占 比11.39%；大单买入1036.06万元，占比21.95%，卖出1415.98万元，占比30.01%。 金鸿顺今年以来股价跌16.56%，近5个交易日跌4.32%，近20日跌1.47%，近60日跌3.75%。 今年以来金鸿顺已经4次登上龙虎榜，最近一次登上龙虎榜为8月14日，当日龙虎榜净买入-601.94万 元；买入总计1.24亿元 ， ...

Core Viewpoint - The stock of Dayang Electric experienced a decline of 2.05% on November 18, with a trading price of 10.52 yuan per share and a total market capitalization of 25.839 billion yuan, despite an overall increase of 86.49% year-to-date [1] Group 1: Company Overview - Dayang Electric, established on October 23, 2000, and listed on June 19, 2008, is located in Zhongshan, Guangdong Province. The company specializes in the production and sales of micro-special motors, electric drive systems for new energy vehicles, starters, generators, and magnetic materials [2] - The revenue composition of Dayang Electric includes: 60.99% from building and household motors, 26.56% from starters and generators, 11.62% from new energy vehicle powertrains, and 0.80% from other sources [2] - As of October 31, 2025, the number of shareholders of Dayang Electric was 212,300, an increase of 6.51% from the previous period, with an average of 8,618 circulating shares per person, a decrease of 6.12% [2] Group 2: Financial Performance - For the period from January to September 2025, Dayang Electric achieved an operating income of 9.18 billion yuan, representing a year-on-year growth of 3.81%, and a net profit attributable to shareholders of 845 million yuan, reflecting a year-on-year increase of 25.95% [2] - The company has distributed a total of 4.092 billion yuan in dividends since its A-share listing, with 1.394 billion yuan distributed in the last three years [3] Group 3: Stock Market Activity - On November 18, 2025, Dayang Electric's stock saw a net outflow of 34.55 million yuan in principal funds, with significant buying and selling activity recorded [1] - The stock has appeared on the "Dragon and Tiger List" four times this year, with the most recent instance on October 20, where it recorded a net purchase of 230 million yuan [1]