资金流向方面，主力资金净流出2957.16万元，特大单买入2968.26万元，占比6.73%，卖出5213.38万 元，占比11.82%；大单买入1.38亿元，占比31.40%，卖出1.46亿元，占比33.02%。 天奈科技今年以来股价涨48.61%，近5个交易日涨2.52%，近20日涨16.29%，近60日涨25.54%。 资料显示，江苏天奈科技股份有限公司位于江苏省镇江市镇江新区青龙山路113号，成立日期2011年1月 6日，上市日期2019年9月25日，公司主营业务涉及纳米级碳材料及相关产品的研发、生产及销售。主营 业务收入构成为：碳纳米管导电浆料98.04%，碳纳米管粉体1.90%，其他0.06%。 天奈科技所属申万行业为：电力设备-电池-电池化学品。所属概念板块包括：石墨烯、锂电池、宁德时 代概念、固态电池、磷酸铁锂等。 9月22日，天奈科技盘中上涨2.01%，截至13:50，报57.46元/股，成交4.41亿元，换手率2.27%，总市值 210.54亿元。 截至6月30日，天奈科技股东户数2.38万，较上期增加1.28%；人均流通股14455股，较上期减少1.26%。 2025年1月-6月，天奈科 ...

Core Viewpoint - Tianhua New Energy's stock has experienced fluctuations, with a recent decline of 2.02% and a total market capitalization of 18.916 billion yuan, indicating a mixed performance in the market [1] Financial Performance - For the first half of 2025, Tianhua New Energy reported a revenue of 3.458 billion yuan, a year-on-year decrease of 6.88%, and a net profit attributable to shareholders of -156 million yuan, a significant decline of 118.65% [2] - The company has distributed a total of 3.093 billion yuan in dividends since its A-share listing, with 2.611 billion yuan distributed over the past three years [3] Stock Market Activity - As of September 22, Tianhua New Energy's stock price was 22.77 yuan per share, with a trading volume of 215 million yuan and a turnover rate of 1.39% [1] - The stock has seen a year-to-date increase of 1.43%, a decline of 1.64% over the past five trading days, an increase of 8.58% over the past 20 days, and a rise of 19.40% over the past 60 days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 283 million yuan on September 5 [1] Shareholder Structure - As of June 30, 2025, the number of shareholders for Tianhua New Energy was 71,000, an increase of 0.67% from the previous period, with an average of 9,478 circulating shares per shareholder, a decrease of 0.66% [2] - The top ten circulating shareholders include notable funds such as E Fund's ChiNext ETF and Southern CSI 500 ETF, with varying changes in their holdings [3] Industry Context - Tianhua New Energy operates within the electric equipment sector, specifically in battery and battery chemical products, and is involved in concepts such as solid-state batteries, lithium iron phosphate, and energy storage [2]

Company Overview - 德方纳米科技股份有限公司 is located in Nanshan District, Shenzhen, Guangdong Province, and was established on January 25, 2007. The company was listed on April 15, 2019. Its main business involves the research, production, and sales of lithium-ion battery materials [1] - The company's revenue composition includes 95.17% from phosphate-based cathode materials and 4.83% from other supplementary products [1] Financial Performance - As of June 30, 2025, 德方纳米 reported a revenue of 3.882 billion yuan, a year-on-year decrease of 10.58%. The net profit attributable to shareholders was -391 million yuan, an increase of 24.24% year-on-year [2] - The company has distributed a total of 307 million yuan in dividends since its A-share listing, with 175 million yuan distributed over the past three years [3] Stock Performance - On September 22, 德方纳米's stock price decreased by 2.01%, trading at 38.05 yuan per share, with a total market capitalization of 10.661 billion yuan [1] - Year-to-date, the stock price has increased by 3.17%, but it has seen a decline of 8.36% over the last five trading days [1] Shareholder Information - As of June 30, 2025, the number of shareholders increased to 48,300, a rise of 5.63%. The average circulating shares per person decreased by 5.33% to 5,210 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 2.613 million shares, a decrease of 254,200 shares from the previous period [3]

Core Viewpoint - The company, Xilong Science, engaged with investors during the 2025 Guangdong Investor Collective Reception Day, discussing its business layout, product applications, and project progress [1][2]. Group 1: Business and Product Overview - Xilong Science has established a strategic layout in semiconductor new materials, including wet electronic chemical blending workshops, stripping liquid production lines, etching liquid production lines, ultra-pure reagents, and semiconductor material workshops [3]. - The company sells solid electrolyte materials, such as sulfides, through its official e-commerce platform "Youliao.com," with applications varying based on customer usage scenarios [3]. - The phosphate iron lithium cathode materials produced by the company are applicable in power batteries and energy storage batteries [3]. - Silver powder produced by the company is utilized in the photovoltaic sector [3]. - The company's electronic chemicals for the PCB sector include general types like acids, bases, and solvents, as well as functional wet electronic chemicals such as etching liquids, stripping liquids, and deburring liquids [3]. Group 2: Project Progress and Financial Performance - The first phase of the phosphate iron lithium cathode materials project has been completed and put into production [3]. - From January to June 2025, the revenue from lithium battery cathode materials reached 134,612,912.47 yuan, representing a significant increase compared to the same period last year [3]. - The second phase of the project, with a capacity of 30,000 tons, will be developed based on market demand and development planning, with timely disclosures to be made if information disclosure requirements are met [3]. - Regarding performance commitment compensation, the company disclosed on April 30, 2025, that it is not expected to pay additional cash compensation, with the remaining equity transfer payment and the value of the remaining equity in the target company expected to cover the performance compensation cap [3].

Company Overview - 德方纳米科技股份有限公司, established on January 25, 2007, and listed on April 15, 2019, is located in Nanshan District, Shenzhen, Guangdong Province. The company specializes in the research, production, and sales of lithium-ion battery materials [1][2]. Financial Performance - As of June 30, 2025, 德方纳米 reported a revenue of 3.882 billion yuan, a year-on-year decrease of 10.58%. The net profit attributable to shareholders was -391 million yuan, an increase of 24.24% year-on-year [2]. - Cumulative cash dividends since the A-share listing amount to 307 million yuan, with 175 million yuan distributed over the past three years [3]. Stock Performance - On September 19, 德方纳米's stock price increased by 2.02%, reaching 40.32 yuan per share, with a trading volume of 227 million yuan and a turnover rate of 2.27%. The total market capitalization is 11.297 billion yuan [1]. - Year-to-date, the stock price has risen by 9.33%, with a 2.89% decline over the last five trading days, an 11.01% increase over the last 20 days, and a 21.04% increase over the last 60 days [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders increased to 48,300, a rise of 5.63%. The average number of tradable shares per person decreased by 5.33% to 5,210 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 2.613 million shares (a decrease of 254,200 shares), and new entrant 东方新能源汽车主题混合, holding 1.084 million shares [3].

Core Viewpoint - Lingpai Technology's stock price has shown significant volatility, with a year-to-date increase of 113.17% but a recent decline of 6.96% over the past five trading days [2] Company Overview - Lingpai Technology, established on December 12, 2002, and listed on August 9, 2016, is located in Qidong County, Hunan Province. The company specializes in the research, production, and sales of new environmentally friendly surface engineering chemicals and new energy power battery businesses [2] - The company's revenue composition includes: 33.11% from new energy EPC business, 33.11% from new energy batteries and systems, 29.04% from coating additives, 3.81% from other sources, 0.77% from coating intermediates, and 0.16% from chemical trading products [2] Financial Performance - As of September 10, 2023, Lingpai Technology reported a revenue of 67.48 million yuan for the first half of 2025, a year-on-year decrease of 1.19%. The net profit attributable to the parent company was -70.57 million yuan, reflecting a year-on-year increase of 20.56% [3] - The company has distributed a total of 296 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [4] Shareholder Information - As of September 10, 2023, the number of shareholders increased by 10.53% to 25,200, with an average of 6,282 circulating shares per person, a decrease of 9.52% [3] - As of June 30, 2025, the top ten circulating shareholders included new entrants such as China Aviation New Start Flexible Allocation Mixed A, holding 895,800 shares, and a decrease in holdings by China National Offshore Oil Corporation Energy Strategy Mixed [4]

Company Overview - Xiangtan Electric Chemical Co., Ltd. is located in Xiangtan City, Hunan Province, established on September 30, 2000, and listed on April 3, 2007. The company primarily engages in the production and sales of electrolytic manganese dioxide and electrolytic metal manganese, as well as urban sewage treatment [1][2]. Financial Performance - For the first half of 2025, Xiangtan Electric achieved operating revenue of 897 million yuan, representing a year-on-year growth of 4.79%. However, the net profit attributable to shareholders decreased by 18.21% to 126 million yuan [2]. - The company has cumulatively distributed 354 million yuan in dividends since its A-share listing, with 286 million yuan distributed over the past three years [3]. Stock Performance - As of September 19, the stock price of Xiangtan Electric was 14.19 yuan per share, with a market capitalization of 8.932 billion yuan. The stock has increased by 43.04% year-to-date but has seen a decline of 5.59% over the last five trading days [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on June 25 [1]. Shareholder Information - As of September 10, the number of shareholders increased by 7.72% to 73,900, while the average circulating shares per person decreased by 7.17% to 8,523 shares [2]. - As of June 30, 2025, the sixth largest circulating shareholder is the Southern CSI 1000 ETF, holding 3.5119 million shares, an increase of 688,500 shares from the previous period [3].

Company Overview - XINWANDA is primarily engaged in the research, design, production, and sales of lithium-ion battery modules, with a revenue composition of 51.47% from consumer batteries, 28.18% from electric vehicle batteries, 16.63% from other sources, and 3.72% from energy storage systems [1] - The company is located in Shenzhen, Guangdong Province, and was established on December 9, 1997, with its listing date on April 21, 2011 [1] Financial Performance - For the first half of 2025, XINWANDA achieved a revenue of 26.985 billion yuan, representing a year-on-year growth of 12.82%, and a net profit attributable to shareholders of 856 million yuan, up 3.88% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 1.661 billion yuan, with 645 million yuan distributed over the past three years [3] Stock Performance - As of September 19, XINWANDA's stock price increased by 36.19% year-to-date, with a 5.67% rise over the last five trading days, 33.54% over the last 20 days, and 52.04% over the last 60 days [1] - The stock was trading at 30.18 yuan per share, with a market capitalization of 55.756 billion yuan [1] Shareholder Structure - As of June 30, 2025, the number of shareholders increased to 114,600, with an average of 14,946 circulating shares per person, a decrease of 5.45% from the previous period [2] - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable changes in their holdings [3]

Core Viewpoint - Tianyuan Co., Ltd. has experienced a stock price decline of 2.05% on September 18, 2023, with a current price of 5.26 CNY per share and a total market capitalization of 6.847 billion CNY [1] Company Overview - Tianyuan Co., Ltd. is located in Yibin City, Sichuan Province, and was established on January 1, 1994, with its listing date on April 9, 2010 [2] - The company specializes in the production and sales of chlor-alkali chemical products, hydropower products, phosphate, coal, salt chemical products, and trade sales [2] - The revenue composition of Tianyuan Co., Ltd. includes: - Polystyrene products: 42.72% - Chlor-alkali products: 26.13% - Supply chain and others: 12.23% - Titanium chemical products: 12.17% - Polymer materials and cement: 4.17% - Lithium battery products: 1.76% - Electricity: 0.83% [2] Stock Performance - Year-to-date, Tianyuan Co., Ltd. has seen a stock price increase of 15.10%, with a recent decline of 1.68% over the last five trading days and a slight decrease of 0.19% over the last 20 days [2] - The stock has increased by 9.13% over the last 60 days [2] Financial Performance - For the first half of 2025, Tianyuan Co., Ltd. reported a revenue of 5.668 billion CNY, a year-on-year decrease of 14.12%, while the net profit attributable to shareholders was 16.6385 million CNY, reflecting a year-on-year increase of 48.65% [2] Shareholder Information - As of September 10, 2023, the number of shareholders of Tianyuan Co., Ltd. is 51,000, a decrease of 0.78% from the previous period, with an average of 25,517 circulating shares per person, an increase of 0.78% [2] - The company has distributed a total of 699 million CNY in dividends since its A-share listing, with 202 million CNY distributed over the last three years [3] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited is the eighth largest circulating shareholder of Tianyuan Co., Ltd., holding 10.2596 million shares, an increase of 815,300 shares from the previous period [3]

Company Overview - Qianjiang Motorcycle is located in Wenling City, Zhejiang Province, established on March 28, 1999, and listed on May 14, 1999. The company primarily engages in the production, sales, research, design, and development of motorcycles and parts [1] - The main revenue composition includes complete motorcycles and electric bicycles at 94.31%, motorcycle parts and accessories at 5.00%, and other supplementary income at 0.69% [1] Financial Performance - For the first half of 2025, Qianjiang Motorcycle achieved operating revenue of 3.073 billion yuan, a year-on-year decrease of 5.74%. The net profit attributable to the parent company was 269 million yuan, down 22.89% year-on-year [2] - Since its A-share listing, the company has distributed a total of 1.723 billion yuan in dividends, with 1.011 billion yuan distributed over the past three years [3] Stock Market Activity - As of September 17, Qianjiang Motorcycle's stock price increased by 2.03%, reaching 18.08 yuan per share, with a trading volume of 142 million yuan and a turnover rate of 1.74%. The total market capitalization is 9.521 billion yuan [1] - Year-to-date, the stock price has risen by 5.67%, with a decline of 2.59% over the last five trading days, a 7.30% increase over the last 20 days, and a 23.92% increase over the last 60 days [1] Shareholder Information - As of September 10, the number of shareholders for Qianjiang Motorcycle was 23,400, an increase of 4.96% from the previous period. The average circulating shares per person decreased by 5.49% to 19,608 shares [2] - As of June 30, 2025, Hong Kong Central Clearing Limited was the fourth-largest circulating shareholder, holding 11.2267 million shares, a decrease of 10.152 million shares from the previous period [3] Capital Flow - In terms of capital flow, there was a net inflow of 14.7474 million yuan from main funds, with large orders accounting for 25.60% of purchases and 19.37% of sales [1]