来源：新浪证券-红岸工作室 9月26日，中集车辆涨1.12%，成交额1.55亿元，换手率1.18%，总市值168.67亿元。 异动分析 冷链物流+氢能源+统一大市场+高端装备+华为概念 1、公司属于专用汽车制造行业，是全球销量排名第一的半挂车生产企业 ，亦是中国领先的专用车上装 和冷藏厢式车厢体生产企业。公司生产的冷藏车产品，凭借出色可靠的产品品质，在冷链物流运输、冷 藏生鲜配送、生物制药及疫苗运输场景中被客户应用。 2、2023年12月1日互动易回复：氢能源方面，本公司根据客户需求已推出氢能源冷藏车厢体产品。 3、公司作为全球排名第一的半挂车生产企业， 在全球主要民用领域的主要市场，包括中国、北美、欧 洲及其他地区开展 7大类的半挂车生产与销售及售后市场服务，主要应用场景为道路物流运输。同时也 是知名的冷藏厢式车厢体的制造企业。公司生产的冷藏车产品，凭借出色可靠的产品品质，在冷链物流 运输、冷藏生鲜配送、生物制药及疫苗运输场景中被客户应用。 4、公司是全球领先的半挂车及专用车高端制造企业、全球销量排名第一的半挂车生产企业，在全球主 要市场开展七大类半挂车的生产、销售和售后市场服务。 5、公司旗下凌宇汽车于1 ...

9月26日，海默科技盘中下跌2.10%，截至13:07，报8.86元/股，成交1.21亿元，换手率3.93%，总市值 45.21亿元。 资金流向方面，主力资金净流出982.10万元，特大单买入270.50万元，占比2.24%，卖出744.97万元，占 比6.16%；大单买入2115.05万元，占比17.48%，卖出2622.68万元，占比21.68%。 海默科技今年以来股价涨64.68%，近5个交易日跌2.53%，近20日涨7.39%，近60日涨9.11%。 今年以来海默科技已经3次登上龙虎榜，最近一次登上龙虎榜为3月24日，当日龙虎榜净买入-8452.95万 元；买入总计6347.75万元 ，占总成交额比4.25%；卖出总计1.48亿元 ，占总成交额比9.90%。 资料显示，海默科技(集团)股份有限公司位于甘肃省兰州市城关区张苏滩593号，成立日期2000年12月 18日，上市日期2010年5月20日，公司主营业务涉及油气的勘探生产、相关技术的研究开发、配套设备 的设计制造以及钻完井和生产优化与测试等油田服务。主营业务收入构成为：多相计量产品及相关服务 55.37%，井下测试井及增产仪器、工具及相关服务21 ...

Company Overview - Phoenix Optical is located in Shangrao City, Jiangxi Province, established on May 23, 1997, and listed on May 28, 1997. The company specializes in optical component processing and lithium battery cell processing [1] - The main business revenue composition includes: controllers 35.82%, optical components 34.24%, precision processing 25.56%, optical instruments 2.59%, and others 1.79% [1] Financial Performance - For the first half of 2025, Phoenix Optical achieved operating revenue of 741 million yuan, a year-on-year decrease of 6.00%. The net profit attributable to the parent company was 21.63 million yuan, a year-on-year increase of 281.67% [2] - Since its A-share listing, the company has distributed a total of 119 million yuan in dividends, with no dividends distributed in the last three years [3] Stock Performance - As of September 26, Phoenix Optical's stock price increased by 2.03%, reaching 24.59 yuan per share, with a total market capitalization of 6.924 billion yuan [1] - Year-to-date, the stock price has risen by 17.94%, with a 2.97% increase over the last five trading days, 5.54% over the last 20 days, and 18.51% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 13.75 million yuan on January 3 [1] Shareholder Information - As of June 30, 2025, the number of shareholders was 23,800, a decrease of 4.35% from the previous period, with an average of 11,849 circulating shares per person, an increase of 4.55% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest shareholder, holding 3.2148 million shares, an increase of 1.6562 million shares from the previous period [3] Industry Context - Phoenix Optical belongs to the electronic industry, specifically in the optical optoelectronics sector, with concepts including automotive electronics, security, machine vision, optics, and Huawei concepts [2]

来源：新浪证券-红岸工作室 9月25日，中集车辆跌0.22%，成交额9788.28万元，换手率0.75%，总市值166.80亿元。 资金分析 异动分析 冷链物流+氢能源+统一大市场+高端装备+华为概念 1、公司属于专用汽车制造行业，是全球销量排名第一的半挂车生产企业 ，亦是中国领先的专用车上装 和冷藏厢式车厢体生产企业。公司生产的冷藏车产品，凭借出色可靠的产品品质，在冷链物流运输、冷 藏生鲜配送、生物制药及疫苗运输场景中被客户应用。 2、2023年12月1日互动易回复：氢能源方面，本公司根据客户需求已推出氢能源冷藏车厢体产品。 3、公司作为全球排名第一的半挂车生产企业， 在全球主要民用领域的主要市场，包括中国、北美、欧 洲及其他地区开展 7大类的半挂车生产与销售及售后市场服务，主要应用场景为道路物流运输。同时也 是知名的冷藏厢式车厢体的制造企业。公司生产的冷藏车产品，凭借出色可靠的产品品质，在冷链物流 运输、冷藏生鲜配送、生物制药及疫苗运输场景中被客户应用。 4、公司是全球领先的半挂车及专用车高端制造企业、全球销量排名第一的半挂车生产企业，在全球主 要市场开展七大类半挂车的生产、销售和售后市场服务。 5、公司 ...

Group 1 - The core viewpoint of the news highlights the performance and financial metrics of Tianyi Ma, indicating a significant increase in stock price and revenue growth [1][2] - As of September 25, Tianyi Ma's stock price decreased by 2.10% to 64.30 CNY per share, with a total market capitalization of 4.299 billion CNY [1] - The company has seen a year-to-date stock price increase of 130.05%, with a 5-day increase of 2.13%, a 20-day increase of 18.02%, and a 60-day increase of 33.65% [1] Group 2 - Tianyi Ma's main business segments include information equipment sales (33.17%), software development and technical services (27.51%), computing power services (20.65%), and others [1] - For the first half of 2025, Tianyi Ma reported operating revenue of 146 million CNY, a year-on-year increase of 63.24%, and a net profit attributable to shareholders of 6.059 million CNY, up 151.66% [2] - The company has distributed a total of 30.744 million CNY in dividends since its A-share listing, with 11.8996 million CNY distributed over the past three years [3]

Core Viewpoint - Puhua Technology's stock price has shown a significant increase of 32.85% year-to-date, despite a recent decline of 2.03% on September 25, 2023, indicating volatility in the market [2][1]. Financial Performance - For the first half of 2025, Puhua Technology reported a revenue of 2.024 billion yuan, a year-on-year decrease of 16.96%, and a net profit attributable to shareholders of -20.8032 million yuan, a decline of 152.91% [2]. - Cumulative cash dividends since the A-share listing amount to 490 million yuan, with 130 million yuan distributed over the past three years [3]. Stock Market Activity - As of September 25, 2023, Puhua Technology's stock was trading at 28.46 yuan per share, with a market capitalization of 19.368 billion yuan and a trading volume of 6.87 billion yuan [1]. - The stock has experienced a trading turnover rate of 3.49%, with net inflows of 20.5016 million yuan from main funds [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 31,000, with an average of 21,982 shares held per shareholder, a decrease of 1.17% from the previous period [2]. - Hong Kong Central Clearing Limited is the fifth-largest circulating shareholder, holding 15.205 million shares, an increase of 4.3204 million shares from the previous period [3]. Business Overview - Puhua Technology, established on November 19, 1994, and listed on January 28, 2011, specializes in information network construction services and the production and sale of communication printed circuit boards [2]. - The company's revenue composition includes public communication (36.06%), private communication and smart applications (35.41%), and intelligent manufacturing (28.53%) [2]. - The company operates within the communication services sector, focusing on communication engineering and services, and is involved in various concept sectors such as IPV6, smart cities, and the Internet of Things [2].

Group 1 - The core viewpoint of the news is that Jiahua Technology has shown significant stock price growth and positive market activity, with a year-to-date increase of 117.24% and a market capitalization of 3.498 billion yuan [1] - As of September 25, Jiahua Technology's stock price reached 45.23 yuan per share, with a trading volume of 31.8044 million yuan and a turnover rate of 0.92% [1] - The company has seen a net inflow of main funds amounting to 1.3611 million yuan, with large orders accounting for 23.38% of purchases [1] Group 2 - Jiahua Technology's main business segments include smart environmental protection (67.98%), smart city (20.00%), and smart dual carbon (11.38%) [1] - The company reported a decrease in revenue for the first half of 2025, achieving 10.9 million yuan, which is a 38.91% year-on-year decline [2] - The number of shareholders increased by 11.22% to 5,075, while the average circulating shares per person decreased by 10.09% to 15,238 shares [2] Group 3 - Since its A-share listing, Jiahua Technology has distributed a total of 88.8568 million yuan in dividends, with no dividends paid in the last three years [3]

Group 1 - The core viewpoint of the news is that Meike Home's stock has experienced fluctuations, with a year-to-date increase of 26.22% but a recent decline of 14.07% over the past five trading days [1] - As of September 25, Meike Home's stock price was 2.32 yuan per share, with a market capitalization of 3.334 billion yuan [1] - The company has seen a net outflow of 172,500 yuan in principal funds, with significant buying and selling activity in large orders [1] Group 2 - Meike Home's main business involves the production and sales of mid-to-high-end furniture and related products, with international wholesale home goods accounting for 53.78% of revenue and domestic retail home goods 45.24% [1][2] - For the first half of 2025, Meike Home reported operating revenue of 1.5 billion yuan, a year-on-year decrease of 8.11%, while the net profit attributable to the parent company was -87.9815 million yuan, an increase of 68.09% year-on-year [2] - The company has a total of 28,900 shareholders as of June 30, with a decrease of 10.85% from the previous period [2] Group 3 - Meike Home has distributed a total of 1.321 billion yuan in dividends since its A-share listing, with 17.2225 million yuan distributed in the last three years [3]

Core Viewpoint - Zhongwei Electronics has shown significant stock price appreciation this year, with a notable increase in trading activity and market interest, despite recent financial challenges [2][3]. Group 1: Stock Performance - Zhongwei Electronics' stock price has increased by 54.13% year-to-date, with a 36.22% rise in the last five trading days, 33.25% in the last 20 days, and 36.39% in the last 60 days [2]. - As of September 25, the stock was trading at 11.02 CNY per share, with a market capitalization of 3.337 billion CNY [1]. Group 2: Trading Activity - On September 25, the trading volume reached 298 million CNY, with a turnover rate of 10.61% [1]. - There was a net outflow of 33.09 million CNY from main funds, with large orders accounting for 19.88% of purchases and 25.10% of sales [1]. Group 3: Company Overview - Zhongwei Electronics, established on March 14, 2000, and listed on October 12, 2011, specializes in the research, development, production, and sales of security video monitoring transmission technology and products [2]. - The company's revenue composition includes 72.66% from system integration and product sales, 14.01% from other services, 6.89% from operation and maintenance services, and 6.43% from property and other services [2]. Group 4: Financial Performance - For the first half of 2025, Zhongwei Electronics reported a revenue of 37.7588 million CNY, a year-on-year decrease of 44.13%, and a net profit attributable to shareholders of -39.0828 million CNY, a decrease of 1.23% [3]. - The number of shareholders decreased by 6.70% to 21,100, while the average circulating shares per person increased by 8.95% to 12,340 shares [3]. Group 5: Shareholder Information - Since its A-share listing, Zhongwei Electronics has distributed a total of 43.7532 million CNY in dividends, with no dividends paid in the last three years [4]. - As of June 30, 2025, the top ten circulating shareholders included a new entry, Nuoan Multi-Strategy Mixed A, holding 1.2917 million shares, while Dachen Zhongzheng 360 Internet+ Index A exited the top ten [4].

兴森科技所属申万行业为：电子-元件-印制电路板。所属概念板块包括：PCB概念、5G、光通信、华为 概念、毫米波雷达等。 截至9月19日，兴森科技股东户数13.30万，较上期增加13.68%；人均流通股11357股，较上期减少 12.03%。2025年1月-6月，兴森科技实现营业收入34.26亿元，同比增长18.91%；归母净利润2883.29万 元，同比增长47.85%。 分红方面，兴森科技A股上市后累计派现11.29亿元。近三年，累计派现2.70亿元。 机构持仓方面，截止2025年6月30日，兴森科技十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股3361.64万股，相比上期增加831.05万股。南方中证500ETF（510500）位居第六大流通股 东，持股2504.68万股，相比上期增加351.90万股。光大保德信信用添益债券A类（360013）位居第九大 流通股东，持股1129.31万股，相比上期减少1064.60万股。易方达供给改革混合（002910）退出十大流 通股东之列。 9月25日，兴森科技盘中下跌2.05%，截至09:39，报22.48元/股，成交2.44亿元，换手率0.71%， ...