思源电气所属申万行业为：电力设备-电网设备-输变电设备。所属概念板块包括：超级电容、储能、历 史新高、百元股、电力物联网等。 截至6月30日，思源电气股东户数2.00万，较上期增加7.37%；人均流通股30409股，较上期减少6.82%。 2025年1月-6月，思源电气实现营业收入84.97亿元，同比增长37.80%；归母净利润12.93亿元，同比增长 45.71%。 分红方面，思源电气A股上市后累计派现25.09亿元。近三年，累计派现9.30亿元。 机构持仓方面，截止2025年6月30日，思源电气十大流通股东中，香港中央结算有限公司位居第一大流 通股东，持股1.55亿股，相比上期减少140.71万股。华泰柏瑞沪深300ETF（510300）位居第六大流通股 东，持股1110.16万股，相比上期增加105.11万股。易方达沪深300ETF（510310）位居第九大流通股 东，持股790.88万股，相比上期增加79.69万股。华夏沪深300ETF（510330）位居第十大流通股东，持 股579.92万股，为新进股东。 9月25日，思源电气盘中下跌2.04%，截至13:06，报101.07元/股，成交3.86亿元 ...

Core Viewpoint - Jinzhitech has shown a significant increase in stock price and trading activity, indicating positive market sentiment and potential growth opportunities in the automation and smart technology sectors [1][2]. Company Overview - Jinzhitech, established on November 10, 1995, and listed on December 8, 2006, is located in Nanjing, Jiangsu Province. The company specializes in the application research of automation, information technology, and smart technology in the fields of smart energy and smart cities [2]. - The company's revenue composition includes: 25.55% from distribution automation devices and systems, 21.09% from power plant electrical automation devices and systems, 20.09% from substation comprehensive automation devices and systems, 14.80% from IT services, 13.37% from intelligent products and services, 4.86% from power design and integrated operation and maintenance, 0.23% from leasing, and 0.01% from new energy generation [2]. - Jinzhitech belongs to the Shenwan industry classification of electric power equipment, specifically in grid equipment and grid automation devices. It is associated with concepts such as power IoT, energy storage, solar energy, energy conservation and environmental protection, and battery swapping [2]. Financial Performance - As of September 19, 2023, Jinzhitech had 49,600 shareholders, a decrease of 5.79% from the previous period, with an average of 7,983 circulating shares per person, an increase of 6.15% [2]. - For the first half of 2025, Jinzhitech reported operating revenue of 656 million yuan, a year-on-year decrease of 7.58%, while the net profit attributable to the parent company was 31.43 million yuan, a year-on-year increase of 11.32% [2]. Stock Performance - On September 25, 2023, Jinzhitech's stock price rose by 2.05%, reaching 11.43 yuan per share, with a trading volume of 75.68 million yuan and a turnover rate of 1.69%, resulting in a total market capitalization of 4.579 billion yuan [1]. - Year-to-date, Jinzhitech's stock price has increased by 29.67%, with a 5-day increase of 5.30%, a 20-day increase of 12.67%, and a 60-day increase of 18.75% [1]. - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on January 23, 2023, where it recorded a net purchase of 53.29 million yuan [1]. Dividend Information - Since its A-share listing, Jinzhitech has distributed a total of 452 million yuan in dividends, with cumulative distributions of 66.10 million yuan over the past three years [3].

截至6月30日，宏力达股东户数8055.00，较上期减少1.59%；人均流通股17380股，较上期增加1.61%。 2025年1月-6月，宏力达实现营业收入3.85亿元，同比减少16.58%；归母净利润9863.84万元，同比增长 2.56%。 分红方面，宏力达A股上市后累计派现4.16亿元。近三年，累计派现1.92亿元。 宏力达今年以来股价涨64.31%，近5个交易日涨21.05%，近20日涨33.00%，近60日涨68.40%。 今年以来宏力达已经1次登上龙虎榜，最近一次登上龙虎榜为9月22日，当日龙虎榜净买入794.06万元； 买入总计7627.32万元 ，占总成交额比14.26%；卖出总计6833.25万元 ，占总成交额比12.78%。 资料显示，上海宏力达信息技术股份有限公司位于上海市松江区田富路528弄，成立日期2011年12月13 日，上市日期2020年10月15日，公司主营业务涉及从事配电网智能设备的研发、生产和销售,以及电力 应用软件研发及实施等信息化服务,同时公司亦提供IoT通信模块、系统集成等产品和服务。主营业务收 入构成为：配电网智能设备98.65%，租赁收入0.71%，配电网信息化服 ...

Company Overview - Teledyne's stock price increased by 2.00% on September 24, reaching 28.51 CNY per share, with a trading volume of 1.82 billion CNY and a turnover rate of 6.32%, resulting in a total market capitalization of 30.093 billion CNY [1] - The company, Qingdao Teledyne Electric Co., Ltd., was established on March 16, 2004, and listed on October 30, 2009. It specializes in outdoor box-type electrical equipment and indoor switchgear, focusing on the research, design, and manufacturing of power distribution products rated at 220kV and below [1] - The main business revenue composition is 70.57% from smart manufacturing and integrated services, and 29.43% from electric vehicle charging networks [1] Financial Performance - As of June 30, the number of shareholders for Teledyne was 46,900, a decrease of 9.45% from the previous period, with an average of 21,882 circulating shares per shareholder, an increase of 10.35% [2] - For the first half of 2025, Teledyne reported a revenue of 6.256 billion CNY, a year-on-year decrease of 1.21%, while the net profit attributable to shareholders was 327 million CNY, a year-on-year increase of 69.32% [2] Shareholder Information - Since its A-share listing, Teledyne has distributed a total of 684 million CNY in dividends, with 314 million CNY distributed over the past three years [3] - As of June 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 29.4614 million shares, an increase of 7.3175 million shares from the previous period [3] - The third-largest circulating shareholder is E Fund's ChiNext ETF, holding 17.8468 million shares, a decrease of 479,400 shares from the previous period [3]

Core Viewpoint - Xiaocheng Technology's stock has shown significant growth this year, with a notable increase in trading activity and financial performance, indicating strong investor interest and potential for future growth [2][3]. Financial Performance - As of August 29, 2023, Xiaocheng Technology reported a revenue of 2.18 billion yuan for the first half of 2025, representing a year-on-year growth of 65.78%. The net profit attributable to shareholders was 424.49 million yuan, reflecting a 114.20% increase compared to the previous year [3]. - The company has cumulatively distributed 99.74 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [4]. Stock Performance - Xiaocheng Technology's stock price has increased by 85.88% year-to-date, with a 0.63% rise over the last five trading days, a 41.69% increase over the last 20 days, and a 34.46% increase over the last 60 days [2]. - The stock experienced a decline of 2.06% on September 24, 2023, with a trading volume of 9.05 billion yuan and a turnover rate of 14.04%, resulting in a total market capitalization of 7.43 billion yuan [1]. Shareholder Information - As of August 29, 2023, the number of shareholders increased to 53,600, with an average of 4,355 shares held per shareholder, a decrease of 1.08% from the previous period [3]. - The top ten circulating shareholders include significant institutional investors, with the Golden Stock ETF holding 2.47 million shares, an increase of 590,000 shares from the previous period [4]. Business Overview - Xiaocheng Technology, established on November 6, 2000, and listed on November 12, 2010, specializes in the integrated circuit design, research, production, and sales of power line carrier chips, providing complete solutions for power companies and energy meter suppliers [2]. - The company's main business revenue is primarily derived from gold, accounting for 98.24% of total revenue, with other segments contributing 1.76% [2].

Company Overview - Luokai Co., Ltd. is located in Changzhou, Jiangsu Province, and was established on September 30, 2010. The company was listed on October 17, 2017. Its main business involves the research, production, and sales of key components for high and low voltage circuit breakers, smart ring network cabinets, and their key components [1]. Financial Performance - As of June 30, 2025, Luokai Co., Ltd. achieved a revenue of 1.091 billion yuan, representing a year-on-year growth of 5.82%. However, the net profit attributable to shareholders decreased by 3.41% to 57.1465 million yuan [2]. - The company has cumulatively distributed 134 million yuan in dividends since its A-share listing, with 52.01 million yuan distributed over the past three years [3]. Stock Performance - As of September 23, Luokai's stock price was 22.46 yuan per share, with a market capitalization of 3.594 billion yuan. The stock has increased by 68.18% year-to-date but has seen a decline of 9.91% over the last five trading days [1]. - The company has appeared on the "Dragon and Tiger List" four times this year, with the most recent appearance on September 16 [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 20.94% to 12,600, while the average circulating shares per person decreased by 17.31% to 12,739 shares [2]. - Among the top ten circulating shareholders, the "Zhaoshang Quantitative Selected Stock Initiation A" fund is the seventh largest shareholder, holding 683,800 shares as a new shareholder [3]. Business Segmentation - The revenue composition of Luokai Co., Ltd. includes: 21.64% from circuit breaker operating mechanisms, 19.94% from complete cabinet components, 18.88% from complete cabinet products, 15.77% from frames, 12.29% from other products, 9.44% from circuit breakers, and 2.04% from other supplementary products [1]. Industry Context - Luokai Co., Ltd. operates within the power equipment sector, specifically in the sub-sector of power distribution equipment. The company is associated with concepts such as energy storage, power IoT, new energy, solar energy, and wind energy [1].

在企业的发展进程中，募投项目扮演着至关重要的角色。募投项目是指企业通过募集资金所进行的投资 项目。这些项目通常是企业为了实现特定的战略目标、拓展业务领域、提升竞争力或者满足市场需求而 策划和实施的。 在资本市场的大潮中，募投项目如同航行的船只，承载着企业的希望与投资者的期待。然而，受不同因 素的影响不少募投项目却患上了"拖延症"，一拖再拖，甚至无疾而终。2025年上半年已有多家 仪器仪 表 企业公告募投项目延期或终止。 普源精电 3月17日晚间，普源精电(688337)发布公告，公司于2025年3月17日召开第二届董事会第二十四次会议， 第二届监事会第二十二次会议，审议通过了《关于部分募集资金投资项目延期的议案》，同意公司在对 募集资金投资项目(以下简称"募投项目")实施主体、实施地点不发生改变的前提下，对公司首次公开发 行股票募投项目"上海研发中心建设项目"进行延期。 募投项目延期的原因：2023年12月，公司召开第二届董事会第十二次会议和第二届监事会第十一次会 议，同意上海研发中心建设项目的实施方式从租赁房产变更为通过中国(上海)自由贸易试验区临港 综合 区04PD-0107单元的自有房产(以下简称"上海 ...

Company Overview - SamSung Medical is located in Ningbo, Zhejiang Province, established on February 1, 2007, and listed on June 15, 2011. The company specializes in the research, production, and sales of electric energy metering and information collection products, as well as distribution equipment and medical services [1]. Financial Performance - For the first half of 2025, SamSung Medical achieved operating revenue of 7.972 billion yuan, representing a year-on-year growth of 13.93%. The net profit attributable to the parent company was 1.230 billion yuan, an increase of 6.93% year-on-year [2]. - Since its A-share listing, the company has distributed a total of 5.728 billion yuan in dividends, with 2.650 billion yuan distributed over the past three years [3]. Stock Performance - As of September 22, SamSung Medical's stock price was 22.49 yuan per share, with a market capitalization of 31.603 billion yuan. The stock has declined by 24.72% year-to-date and has seen a slight decrease of 0.79% over the past five trading days [1]. - The company has a total of 29,000 shareholders as of June 30, with an average of 48,732 circulating shares per shareholder, a decrease of 43.15% from the previous period [2]. Shareholder Composition - As of June 30, 2025, Hong Kong Central Clearing Limited is the fourth-largest circulating shareholder, holding 47.9803 million shares, an increase of 3.9134 million shares from the previous period [3]. Business Segmentation - The main business revenue composition of SamSung Medical includes 79.70% from the electric power sector, 19.15% from medical services, and 1.15% from other businesses. The company is categorized under the electric equipment industry, specifically in power grid equipment and distribution equipment [1].

Core Viewpoint - Far East Holdings experienced a stock price decline of 2.18% on September 22, with a current price of 7.64 CNY per share and a total market capitalization of 16.956 billion CNY [1] Financial Performance - For the first half of 2025, Far East Holdings reported a revenue of 12.976 billion CNY, representing a year-on-year growth of 14.38%, and a net profit attributable to shareholders of 144 million CNY, which is a significant increase of 210.60% [2] Stock Market Activity - The stock has seen a year-to-date increase of 60.84%, with a 10.25% rise over the last five trading days and a 50.39% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on August 25, where it recorded a net purchase of 714.9 million CNY [1] Shareholder Information - As of June 30, 2025, the number of shareholders increased to 70,100, with an average of 31,677 circulating shares per person, a decrease of 4.99% from the previous period [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 11.36 million shares, and Huaxia Industry Prosperity Mixed Fund, which reduced its holdings by 3.17 million shares [3] Business Overview - Far East Holdings, established on January 25, 1995, specializes in smart cable network products and services, smart airport/energy system services, smart automotive power and storage systems, and industrial internet [1] - The revenue composition of the company is as follows: cable division 88.95%, airport division 5.79%, and battery division 5.58% [1] Dividend Information - Since its A-share listing, Far East Holdings has distributed a total of 1.083 billion CNY in dividends, with 155 million CNY distributed over the last three years [3] Industry Classification - The company belongs to the electrical equipment sector, specifically in the cable components and other categories, and is associated with concepts such as optical fiber cables, humanoid robots, power IoT, charging piles, and solar energy [2]

Company Overview - Zhiguang Electric, established on April 9, 1999, and listed on September 19, 2007, is located in Guangzhou, Guangdong Province. The company specializes in the research, production, and sales of cables, comprehensive energy services, electrical products, and electricity services [1][2]. Financial Performance - For the first half of 2025, Zhiguang Electric achieved operating revenue of 1.643 billion yuan, representing a year-on-year growth of 31.71%. However, the net profit attributable to shareholders was a loss of 55.15 million yuan, which is an increase in loss by 38.88% compared to the previous period [2]. - The company has cumulatively distributed 627 million yuan in dividends since its A-share listing, with 220 million yuan distributed over the last three years [3]. Stock Performance - As of September 19, 2023, Zhiguang Electric's stock price was 7.07 yuan per share, with a market capitalization of 5.534 billion yuan. The stock has increased by 16.47% year-to-date, but has seen a decline of 1.81% over the last five trading days [1]. - The stock's trading volume on September 19 was 124 million yuan, with a turnover rate of 2.28%. The net outflow of main funds was 18.06 million yuan, with significant selling pressure observed [1]. Shareholder Information - As of September 10, 2023, the number of shareholders increased to 63,000, up by 18.96%. The average circulating shares per person decreased by 15.94% to 12,040 shares [2]. - As of June 30, 2025, Hong Kong Central Clearing Limited was the fourth-largest circulating shareholder, holding 10.276 million shares, an increase of 5.259 million shares from the previous period [3]. Business Segments - Zhiguang Electric's main business revenue composition includes digital energy technology and products at 82.39%, and comprehensive energy services at 17.61% [1]. - The company operates within the power equipment industry, specifically in grid automation equipment, and is involved in concepts such as energy interconnection, power IoT, energy storage, carbon neutrality, and solar energy [1].