12月25日，指南针盘中上涨2.01%，截至14:15，报135.86元/股，成交27.57亿元，换手率3.44%，总市值 826.32亿元。 资金流向方面，主力资金净流入3693.27万元，特大单买入3.53亿元，占比12.81%，卖出2.99亿元，占比 10.86%；大单买入8.05亿元，占比29.20%，卖出8.22亿元，占比29.80%。 指南针今年以来股价涨105.31%，近5个交易日涨5.07%，近20日涨12.28%，近60日跌14.51%。 指南针所属申万行业为：计算机-软件开发-垂直应用软件。所属概念板块包括：送转填权、百元股、基 金重仓、大盘、MSCI中国等。 截至9月30日，指南针股东户数14.47万，较上期增加55.31%；人均流通股4136股，较上期减少35.61%。 2025年1月-9月，指南针实现营业收入9.63亿元，同比增长61.78%；归母净利润1.16亿元，同比增长 205.48%。 分红方面，指南针A股上市后累计派现6075.00万元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，指南针十大流通股东中，香港中央结算有限公司位居第二大流通 股东，持股 ...

Group 1 - The core viewpoint of the news is that Zhengbang Technology's stock has seen a significant increase, with a rise of 5.83% to 3.63 CNY per share, and a trading volume of 647 million CNY, reflecting a turnover rate of 2.58% and a total market capitalization of 33.578 billion CNY [1] - Zhengbang Technology, established on September 26, 1996, and listed on August 17, 2007, is primarily engaged in feed production and sales, pig breeding and sales, and veterinary drug production and sales. The revenue composition is as follows: pig farming 59.63%, complete feed 38.31%, veterinary drugs 0.92%, concentrated feed 0.62%, and others 0.51% [1] Group 2 - From the perspective of fund holdings, one fund under ICBC Credit Suisse has a significant position in Zhengbang Technology. The ICBC Agricultural Industry Stock Fund (001195) held 6 million shares in the third quarter, accounting for 4.08% of the fund's net value, making it the eighth largest holding. The estimated floating profit today is approximately 1.2 million CNY [2] - The ICBC Agricultural Industry Stock Fund (001195) was established on May 26, 2015, with a current scale of 439 million CNY. Year-to-date returns are 13.5%, ranking 3245 out of 4197 in its category; the one-year return is 13.63%, ranking 3156 out of 4170; and since inception, the return is 5.9% [2]

Core Viewpoint - The stock of Feirongda has shown significant growth, with an 81.32% increase year-to-date and a notable rise in recent trading days, indicating strong market interest and performance in the electronic materials sector [1][2]. Group 1: Stock Performance - As of December 25, Feirongda's stock price reached 34.78 yuan per share, with a trading volume of 11.58 billion yuan and a turnover rate of 8.58%, resulting in a total market capitalization of 202.37 billion yuan [1]. - The stock has increased by 18.78% over the last five trading days, 24.39% over the last 20 days, and 2.29% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Feirongda reported a revenue of 4.617 billion yuan, representing a year-on-year growth of 34.89%, and a net profit attributable to shareholders of 286 million yuan, which is a remarkable increase of 175.85% [2]. Group 3: Shareholder Information - As of December 10, the number of shareholders for Feirongda increased to 45,100, with an average of 8,773 circulating shares per shareholder, a decrease of 1.18% from the previous period [2]. - The company has distributed a total of 143 million yuan in dividends since its A-share listing, with 41.12 million yuan distributed over the last three years [3]. - Notable institutional shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 3.5737 million shares, and new entrants such as the Fortune Innovation Technology Mixed A fund [3].

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：百元股、芯片概念、 基金重仓、充电桩、轨道交通等。 截至9月30日，思源电气股东户数2.10万，较上期增加5.11%；人均流通股29059股，较上期减少4.44%。 2025年1月-9月，思源电气实现营业收入138.27亿元，同比增长32.86%；归母净利润21.91亿元，同比增 长46.94%。 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9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1.65亿股，相比上期增加1045.43万股。华泰柏瑞沪深300ETF（510300）位居第六大流通 股东，持股1062.09万股，相比上期减少48.07万股。易方达沪深300ETF（510310）位居第八大流通股 东，持股766.21万股，相比上期减少24.67万股。华夏沪深300ETF（510330）位居第九大流通股东，持 股571.79万股，相比上期减少8.13万股。 资金流向方面，主力资金净流入1247.27万元，特大单买入1548.83万元， ...

Core Viewpoint - Dongxing Securities has shown a significant increase in stock price and trading volume, indicating positive market sentiment despite some net outflow of funds [1][2]. Group 1: Stock Performance - As of December 25, Dongxing Securities' stock price increased by 33.81% year-to-date, with a recent 0.48% rise over the last five trading days, 12.13% over the last twenty days, and 20.37% over the last sixty days [1]. - The stock is currently trading at 14.51 yuan per share, with a market capitalization of 469.03 billion yuan [1]. Group 2: Financial Performance - For the period from January to September 2025, Dongxing Securities reported operating revenue of 36.10 billion yuan, a year-on-year decrease of 55.25%, while net profit attributable to shareholders increased by 69.56% to 15.99 billion yuan [2]. - The company has distributed a total of 50.55 billion yuan in dividends since its A-share listing, with 12.02 billion yuan distributed over the last three years [3]. Group 3: Shareholder Structure - As of September 30, 2025, the number of shareholders decreased by 10.54% to 101,300, while the average number of tradable shares per person increased by 11.79% to 31,925 shares [2]. - Notable institutional shareholders include Guotai Junan CSI All Index Securities Company ETF, which increased its holdings by 20.14 million shares, and Huabao CSI All Index Securities Company ETF, which increased its holdings by 8.56 million shares [3].

Group 1 - The core viewpoint of the news is that Jin Xin Nong's stock has experienced fluctuations, with a recent decline of 2.07% and a total market value of 4.696 billion yuan [1] - As of December 20, 2025, Jin Xin Nong's revenue reached 3.541 billion yuan, reflecting a year-on-year growth of 3.04%, while the net profit attributable to shareholders was -94.2205 million yuan, a decrease of 438.06% compared to the previous year [2] - The company has a diverse revenue structure, with the main business segments being pig feed products, which account for 49.43% of revenue, followed by live pigs at 32.10% and other feed types [2] Group 2 - Jin Xin Nong's stock price has increased by 42.82% year-to-date, with a 3.09% rise in the last five trading days and a 4.42% increase over the past 20 days [2] - The company has not distributed any dividends in the last three years, with a total payout of 368 million yuan since its A-share listing [3] - As of September 30, 2025, the second-largest circulating shareholder is the Guotai Zhongzheng Livestock Breeding ETF, holding 12.7276 million shares, an increase of 4.7225 million shares from the previous period [3]

12月25日，中船防务盘中上涨2.22%，截至09:54，报28.50元/股，成交1.70亿元，换手率0.74%，总市值 402.85亿元。 资金流向方面，主力资金净流出548.82万元，特大单买入1194.21万元，占比7.00%，卖出1576.63万元， 占比9.25%；大单买入2919.89万元，占比17.13%，卖出3086.29万元，占比18.10%。 中船防务今年以来股价涨21.02%，近5个交易日涨5.13%，近20日跌5.13%，近60日涨9.24%。 中船防务所属申万行业为：国防军工-航海装备Ⅱ-航海装备Ⅲ。所属概念板块包括：航母产业、海工装 备、工业互联网、航天军工、基金重仓等。 截至9月30日，中船防务股东户数7.59万，较上期减少3.14%；人均流通股0股，较上期增加0.00%。2025 年1月-9月，中船防务实现营业收入143.15亿元，同比增长12.83%；归母净利润6.55亿元，同比增长 249.84%。 分红方面，中船防务A股上市后累计派现17.63亿元。近三年，累计派现2.59亿元。 机构持仓方面，截止2025年9月30日，中船防务十大流通股东中，富国中证军工龙头ETF（51 ...

数据显示，富荣基金旗下1只基金重仓赢合科技。富荣福鑫混合A（004794）三季度持有股数1900股， 占基金净值比例为5.08%，位居第五大重仓股。根据测算，今日浮盈赚取约532元。连续4天上涨期间浮 盈赚取2793元。 富荣福鑫混合A（004794）成立日期2018年2月13日，最新规模38.87万。今年以来收益1.23%，同类排 名7636/8088；近一年收益0.74%，同类排名7750/8058；成立以来亏损14.06%。 12月24日，赢合科技涨1.05%，截至发稿，报26.92元/股，成交3.38亿元，换手率1.99%，总市值173.68 亿元。赢合科技股价已经连续4天上涨，区间累计涨幅5.78%。 资料显示，深圳市赢合科技股份有限公司位于广东省深圳市南山区前海深港合作区前海大道前海嘉里中 心T2-2501，成立日期2006年6月26日，上市日期2015年5月14日，公司主营业务涉及锂电池专用生产设 备的研发、设计、制造、销售与服务。主营业务收入构成为：锂电池专用生产设备65.66%，其他(补 充)34.34%。 从基金十大重仓股角度 富荣福鑫混合A（004794）基金经理为姜帆、王梓。 截至发稿 ...

数据显示，中银证券旗下1只基金重仓华虹公司。中银证券优势制造股票A（011269）三季度持有股数 3.52万股，占基金净值比例为4.4%，位居第十大重仓股。根据测算，今日浮盈赚取约18.55万元。连续3 天上涨期间浮盈赚取18.73万元。 中银证券优势制造股票A（011269）成立日期2021年7月8日，最新规模6576.15万。今年以来收益 57.98%，同类排名379/4197；近一年收益56.16%，同类排名364/4157；成立以来收益30.1%。 12月24日，华虹公司涨5.01%，截至发稿，报110.47元/股，成交23.18亿元，换手率5.24%，总市值 1917.76亿元。华虹公司股价已经连续3天上涨，区间累计涨幅5.33%。 资料显示，华虹半导体有限公司位于上海张江高科技园区哈雷路288号,香港中环夏悫道12号美国银行中 心2212室，成立日期2005年1月21日，上市日期2023年8月7日，公司主营业务涉及华虹半导体有限公司 是一家主要从事特色工艺晶圆代工的中国投资控股公司。该公司提供包括嵌入式/独立式非易失性存储 器、功率器件、模拟与电源管理、逻辑与射频等多元化特色工艺平台的晶圆代工及配 ...

12月24日，中船防务盘中上涨2.00%，截至13:47，报28.04元/股，成交4.35亿元，换手率1.92%，总市值 396.35亿元。 资金流向方面，主力资金净流入2099.63万元，特大单买入3657.80万元，占比8.40%，卖出1535.55万 元，占比3.53%；大单买入9890.26万元，占比22.72%，卖出9912.88万元，占比22.77%。 中船防务今年以来股价涨19.07%，近5个交易日涨2.30%，近20日跌6.19%，近60日涨7.43%。 今年以来中船防务已经1次登上龙虎榜，最近一次登上龙虎榜为11月26日，当日龙虎榜净买入-6217.25 万元；买入总计1.68亿元 ，占总成交额比6.70%；卖出总计2.30亿元 ，占总成交额比9.18%。 中船防务所属申万行业为：国防军工-航海装备Ⅱ-航海装备Ⅲ。所属概念板块包括：航母产业、海工装 备、工业互联网、航天军工、基金重仓等。 截至9月30日，中船防务股东户数7.59万，较上期减少3.14%；人均流通股0股，较上期增加0.00%。2025 年1月-9月，中船防务实现营业收入143.15亿元，同比增长12.83%；归母净利润6.55 ...