9月24日，兆威机电盘中下跌2.01%，截至09:51，报136.50元/股，成交1.95亿元，换手率0.68%，总市值 327.87亿元。 资金流向方面，主力资金净流出161.41万元，特大单买入916.93万元，占比4.70%，卖出610.26万元，占 比3.13%；大单买入2882.30万元，占比14.79%，卖出3350.38万元，占比17.19%。 兆威机电今年以来股价涨85.40%，近5个交易日跌8.70%，近20日涨12.17%，近60日涨30.83%。 截至6月30日，兆威机电股东户数5.56万，较上期增加40.23%；人均流通股3709股，较上期减少 28.69%。2025年1月-6月，兆威机电实现营业收入7.87亿元，同比增长21.93%；归母净利润1.13亿元，同 比增长20.72%。 分红方面，兆威机电A股上市后累计派现3.33亿元。近三年，累计派现1.92亿元。 今年以来兆威机电已经7次登上龙虎榜，最近一次登上龙虎榜为4月23日，当日龙虎榜净买入9353.71万 元；买入总计2.64亿元 ，占总成交额比19.95%；卖出总计1.71亿元 ，占总成交额比12.89%。 资料显示，深圳市 ...

来源：新浪证券-红岸工作室 9月23日，斯菱股份涨1.49%，成交额7.25亿元，换手率5.65%，总市值211.21亿元。 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。 3、根据2025年4月24日公告：报告期内，公司结合行业新标准及客户定制化需求，成功研发并量产低能 耗轴承、自锁式轮毂轴承等高性能新产品，同时完成新能源汽车驱动轮毂电机系统高速轴承关键技术攻 关，实现新能源驱动电机轴承主机配套能力。 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 ...

Company Overview - Shanghai New Times Electric Co., Ltd. is located at 1560 Siyi Road, Jiading District, Shanghai, established on March 10, 1995, and listed on December 24, 2010 [2] - The company's main business includes research, manufacturing, and sales of elevator control and drive products, elevator IoT, energy-saving and industrial transmission products, and robotics and motion control products [2] - The revenue composition is as follows: General control and drive products and systems 53.91%, robotics products and systems 19.35%, elevator control products and systems 18.30%, and other products 8.44% [2] Financial Performance - For the first half of 2025, the company achieved operating revenue of 1.644 billion yuan, a year-on-year increase of 8.45%, and a net profit attributable to the parent company of 1.8654 million yuan, a year-on-year increase of 109.95% [2] - Since its A-share listing, the company has distributed a total of 479 million yuan in dividends, with no dividends distributed in the last three years [3] Stock Performance - As of September 23, the stock price decreased by 2.01% to 19.49 yuan per share, with a total market capitalization of 12.923 billion yuan [1] - Year-to-date, the stock price has increased by 121.98%, with a recent decline of 7.32% over the last five trading days [1] - The company has appeared on the trading leaderboard four times this year, with the most recent appearance on March 3, where it recorded a net buy of -48.1758 million yuan [1] Shareholder Structure - As of September 10, the number of shareholders increased to 47,000, with an average of 11,253 circulating shares per person, a decrease of 2.66% from the previous period [2] - Notable institutional holdings include Huaxia CSI Robotics ETF as the fifth largest shareholder with 10.3933 million shares, and Penghua Carbon Neutral Theme Mixed A as the seventh largest shareholder with 8.4658 million shares [3]

Core Viewpoint - Haide Control's stock has shown a significant increase in price and trading activity, indicating positive market sentiment and potential growth in the industrial automation sector [1][2]. Company Overview - Haide Control, established on March 15, 1994, and listed on November 16, 2007, is located in Shanghai and specializes in industrial automation system integration and product distribution [1]. - The company's main business revenue composition includes: Industrial Electrical Automation (53.43%), New Energy (32.20%), and Industrial Informationization (14.37%) [1]. Financial Performance - For the first half of 2025, Haide Control achieved a revenue of 1.28 billion yuan, representing a year-on-year growth of 15.91%. The net profit attributable to shareholders was 11.06 million yuan, showing a substantial increase of 234.32% year-on-year [2]. - Since its A-share listing, Haide Control has distributed a total of 402 million yuan in dividends, with 70.38 million yuan distributed over the past three years [3]. Stock Performance - As of September 22, Haide Control's stock price increased by 21.66% year-to-date, with a 3.20% rise over the last five trading days and an 8.47% increase over the last 60 days [1]. - The stock has appeared on the trading leaderboard 10 times this year, with the most recent appearance on January 23, where it recorded a net buy of -14.02 million yuan [1]. Shareholder Information - As of September 10, the number of shareholders for Haide Control was 42,300, a decrease of 0.54% from the previous period, with an average of 5,682 circulating shares per person, an increase of 0.55% [2]. - The top ten circulating shareholders include notable entities such as Huaxia CSI Robot ETF and Hong Kong Central Clearing Limited, with varying changes in their holdings [3].

Core Viewpoint - The stock price of Feiyada has experienced fluctuations, with a year-to-date increase of 67.40% but a recent decline in the last five and twenty trading days [2] Group 1: Stock Performance - On September 22, Feiyada's stock price fell by 2.05%, reaching 16.69 yuan per share, with a total market capitalization of 6.772 billion yuan [1] - Year-to-date, Feiyada's stock has risen by 67.40%, but it has decreased by 1.53% in the last five trading days and 14.23% in the last twenty trading days [2] - The stock has been on the "龙虎榜" (a list of stocks with significant trading activity) four times this year, with the most recent appearance on August 14, where it recorded a net buy of 7.8668 million yuan [2] Group 2: Financial Performance - For the first half of 2025, Feiyada reported a revenue of 1.784 billion yuan, a year-on-year decrease of 14.08%, and a net profit attributable to shareholders of 82.4455 million yuan, down 43.97% year-on-year [2] - The company has distributed a total of 1.515 billion yuan in dividends since its A-share listing, with 429 million yuan distributed over the past three years [3] Group 3: Shareholder Information - As of June 30, 2025, Feiyada had 25,800 shareholders, a decrease of 2.92% from the previous period, with an average of 18,148 circulating shares per shareholder, an increase of 3.77% [2] - The sixth largest circulating shareholder is Huashang Zhenxuan Return Mixed A, holding 2.5494 million shares as a new shareholder, while Guangfa Zhongzheng Guoxin Central Enterprise Shareholder Return ETF has exited the top ten circulating shareholders [3]

Core Viewpoints - The A-share market experienced a collective decline last Friday, with the Shanghai Composite Index down by 0.3%, the Shenzhen Component Index down by 0.04%, and the ChiNext Index down by 0.16%. The total trading volume in the Shanghai and Shenzhen markets was 23,234.81 billion yuan [1][7] - In terms of industry performance, coal, non-ferrous metals, and building materials led the gains, while the automotive, pharmaceutical, and computer sectors faced declines. Concept sectors such as photolithography machines, civil explosives, and lithium extraction from salt lakes saw significant increases, while sectors like reducers, PEEK materials, and humanoid robots experienced notable declines [1][7] Industry Analysis Textile and Apparel Industry - The textile and apparel industry reported a total revenue of 2,359.10 billion yuan in the first half of 2025, reflecting a year-on-year decrease of 5.34%, ranking 25th among Shenwan's primary industries. The net profit attributable to the parent company was 146.79 billion yuan, down 8.63%, ranking 24th [9] - The textile manufacturing sector achieved a revenue of 595.69 billion yuan, a slight decline of 0.28% year-on-year, while the net profit increased by 0.38% to 49.82 billion yuan. The sector's return on equity (ROE) was 4.20%, with a gross margin of 19.36% and a net margin of 8.55% [9][10] - The apparel and home textile sector generated 767.63 billion yuan in revenue, down 4.81%, with a net profit of 64.29 billion yuan, a decrease of 14.81%. The sector's gross margin was 46.09%, while the net margin was 8.46% [10] - The accessories sector reported a revenue of 995.78 billion yuan, down 8.51%, with a net profit of 32.68 billion yuan, down 8.10%. The sector's gross margin was 10.49%, and the net margin was 3.66% [10] Investment Recommendations - For the textile manufacturing sector, it is suggested to focus on upstream textile manufacturing companies with cost and scale advantages as tariff agreements improve [12] - In the apparel and home textile sector, companies with strong brand power are expected to see performance recovery due to improving downstream demand [12] - In the accessories sector, despite short-term demand suppression due to high gold prices, long-term growth is anticipated as craftsmanship improves, suggesting a focus on leading jewelry companies with strong brand presence and wide distribution channels [12]

Group 1 - The concept of the Russia-Ukraine conflict saw an increase of 0.76%, ranking 10th among concept sectors, with 46 stocks rising, including Tongguang Co. and Kaimete Gas reaching the daily limit [1] - Notable gainers in the sector included Jiufeng Energy, Donghua Energy, and Xinjiang Torch, which rose by 8.09%, 4.38%, and 4.03% respectively [1] - The top decliners were Shengli Co., Shennong Seed, and Fengmao Co., which fell by 2.72%, 2.40%, and 2.38% respectively [1] Group 2 - The Russia-Ukraine conflict concept sector attracted a net inflow of 1.085 billion yuan, with 35 stocks receiving net inflows, and 5 stocks exceeding 50 million yuan in net inflows [2] - Kaimete Gas led the net inflow with 670 million yuan, followed by Huayou Cobalt, COSCO Shipping Holdings, and COSCO Energy with net inflows of 449 million yuan, 123 million yuan, and 103 million yuan respectively [2] - The net inflow ratios for Kaimete Gas, COSCO Energy, and Tongguang Co. were 24.35%, 12.97%, and 12.91% respectively [3] Group 3 - The top stocks in the Russia-Ukraine conflict concept sector based on net inflow included Kaimete Gas, Huayou Cobalt, and COSCO Shipping Holdings, with respective daily price changes of 10.02%, 1.96%, and 1.29% [4] - Other notable stocks included Donghua Energy with a 4.38% increase and Xinjiang Torch with a 4.03% increase [7] - The overall market performance showed a mixed trend with various sectors experiencing both gains and losses [2][5]

Group 1 - The horse racing concept index rose by 0.82%, ranking 7th among concept sectors, with four stocks increasing in value, including *ST Zhengping which hit the daily limit, and Xinhua Du and Luoniushan showing gains of 2.78% and 0.31% respectively [1] - The main capital outflow from the horse racing concept sector amounted to 135 million yuan, with Xinhua Du receiving the highest net inflow of 8.26 million yuan [2][3] - The net inflow ratios for stocks like Zhujiang Piano and Xinhua Du were 10.77% and 1.66% respectively, indicating strong interest in these stocks despite the overall sector's outflow [3] Group 2 - The horse racing concept was among the top-performing sectors today, with a notable increase compared to other sectors such as the reducer and humanoid robot concepts, which saw declines of 2.68% and 2.17% respectively [2] - The trading volume and turnover rates varied significantly among the stocks in the horse racing concept, with *ST Zhengping showing a high turnover rate of 20.94% despite a negative net capital flow [3]

Core Viewpoint - The company, Zhejiang Plade Electric Co., Ltd., has shown significant growth in revenue and profit, benefiting from its focus on specialized markets and the depreciation of the RMB, while also expanding its presence in cross-border e-commerce [2][3][6]. Group 1: Company Performance - As of June 30, 2025, the company achieved a revenue of 461 million yuan, representing a year-on-year growth of 11.98% [6][7]. - The net profit attributable to the parent company for the same period was 45.65 million yuan, reflecting a year-on-year increase of 14.23% [7]. - The company has a market capitalization of 2.877 billion yuan, with a trading volume of 134 million yuan and a turnover rate of 14.77% on September 19, 2023 [1]. Group 2: Market Position and Strategy - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which enhances its competitiveness and stability in the supply chain [2]. - The overseas revenue accounted for 67.86% of total revenue in the 2024 annual report, benefiting from the depreciation of the RMB [3]. - The company has established its own brand flagship stores on platforms like Amazon, eBay, and Taobao, covering markets in North America and Europe [3]. Group 3: Product Development and Innovation - The company focuses on the development of lithium battery packs, which are expected to drive the transition of power tools towards smart manufacturing [3]. - The product range includes high-pressure airless spray guns, cleaning brushes, and other tools, all of which are self-developed and produced [2]. Group 4: Shareholder and Institutional Holdings - As of June 30, 2025, the number of shareholders increased to 8,815, with an average of 3,616 circulating shares per person, marking increases of 9.69% and 16.26% respectively [6]. - Notable institutional shareholders include Noan Multi-Strategy Mixed A and Huaxia CSI 500 Index Enhanced A, with significant increases in holdings [8].

来源：新浪证券-红岸工作室 9月19日，斯菱股份跌7.00%，成交额9.81亿元，换手率8.21%，总市值192.84亿元。 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。 3、根据2025年4月24日公告：报告期内，公司结合行业新标准及客户定制化需求，成功研发并量产低能 耗轴承、自锁式轮毂轴承等高性能新产品，同时完成新能源汽车驱动轮毂电机系统高速轴承关键技术攻 关，实现新能源驱动电机轴承主机配套能力。 公司简介 资金分析 今日主力净流入-623.34万，占比0.01%，行业排名128/252，连续2日被主力资金减仓；所属行业主力净 流入-69.53亿，连续2日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-623.34万-2817.332.15亿2.82亿6164.74万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额3.96亿，占总成交额的8.02%。 ...