Core Viewpoint - The company, Zhejiang Plade Electric Co., Ltd., has shown growth in revenue and profit, benefiting from its overseas market presence and the depreciation of the RMB, while also being recognized as a "specialized, refined, distinctive, and innovative" enterprise [2][6][7]. Company Overview - Zhejiang Plade Electric Co., Ltd. was established on November 1, 2005, and went public on May 30, 2023. The company specializes in the research, design, production, and sales of electric tools, with its main revenue sources being electric tool assemblies (94.85%), accessories (3.66%), and others (1.49%) [6]. - As of September 30, 2025, the company reported a revenue of 697 million yuan, representing a year-on-year growth of 7.74%, and a net profit attributable to shareholders of 61.5 million yuan, up 11.01% year-on-year [7][8]. Market Position and Strategy - The company has established its own brand flagship stores on platforms like Amazon, eBay, Taobao, and Tmall, covering overseas markets in North America and Europe, with overseas revenue accounting for 67.86% of total revenue [2]. - The company has been recognized as a national-level "specialized, refined, distinctive, and innovative" small giant enterprise, which enhances its competitiveness and stability in the supply chain [2]. Product Development - The company has developed its own components for high-pressure airless spray guns, cleaning brushes, glue guns, and cylinder nail guns, indicating a strong focus on self-research and production [2]. - The company is also working on lithium battery pack products to advance electric tools towards smart manufacturing, exploring higher value products in categories such as electric heating and spraying tools [2]. Financial Analysis - The stock has a current market capitalization of 2.688 billion yuan, with a trading volume of 35.57 million yuan and a turnover rate of 4.09% [1]. - The average trading cost of the stock is 27.53 yuan, with the stock price nearing a resistance level of 27.43 yuan, indicating potential for upward movement if this level is breached [5]. Investor Relations - As of September 30, 2025, the number of shareholders decreased by 2.42% to 8,602, while the average number of circulating shares per person increased by 2.48% [6]. - The company has distributed a total of 59.27 million yuan in dividends since its A-share listing [8].

1月12日，汇成股份涨0.66%，成交额9.10亿元，换手率5.81%，总市值157.89亿元。 异动分析 存储芯片+先进封装+OLED+芯片概念+人民币贬值受益 1、2025年10月14日公司，合肥新汇成微电子股份有限公司举办特定对象调研活动，向舟资本、兴全基 金、平安资管等多家机构投资者披露重磅布局：公司通过直接与间接投资相结合，拿下合肥鑫丰科技有 限公司（简称 "鑫丰科技"）27.5445% 股权，并与鑫丰科技股东华东科技（苏州）有限公司（简称 "华 东科技"）达成战略合作，共同拓展 3D DRAM 等存储芯片封测业务，瞄准 AI 基建时代下存储芯片的爆 发式需求。 2、据2023年2月投资者关系活动记录表： Chiplet先进封装技术是凸块制造、Fan-out、3D、SiP等高端先 进封装技术的集合，公司掌握的凸块制造技术是Chiplet的基础之一。在研发端，公司将以客户需求为导 向，基于凸块制造技术，纵向拓展技术边界，积极布局Fan-out、2.5D/3D、SiP等高端先进封装技术。 来源：新浪证券-红岸工作室 区间今日近3日近5日近10日近20日主力净流入-4836.21万-4023.14万-89 ...

来源：新浪证券-红岸工作室 1月12日，德固特跌0.32%，成交额1.83亿元，换手率8.16%，总市值37.88亿元。 异动分析 碳中和+固废处理+氢能源+专精特新+人民币贬值受益 1、公司研发并生产的用于煤气化的高温空气预热器，利用高温（920℃）煤气降至 680℃过程中释放的 热能，将即将参与反应或燃烧的空气（25℃）加热到600℃。与 300℃相比，600℃空气参与燃烧并增加 30%原材料后，产量可以增加45%，同时节约燃料9.3%-13.2%。从而实现减少碳排放。 (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判断) 资金分析 今日主力净流入-216.67万，占比0.01%，行业排名98/197，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入-19.55亿，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-223.66万181.38万1186.02万2072.98万-272.41万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额2868.67万，占总成交额的3.98%。 技术面：筹码平均交易成本为26.27元 2、2023年3 ...

Core Viewpoint - The company, Zhiyou Technology, is experiencing growth in its pet product and cross-border e-commerce segments, benefiting from the depreciation of the RMB and the integration of ChatGPT technology into its operations [2][3]. Group 1: Company Overview - Zhiyou Technology, established on January 8, 2010, is located in Zhengzhou, Henan Province, and was listed on June 21, 2023 [7]. - The company's main business involves the research, design, and sales of proprietary home products, with 99.09% of its revenue coming from cross-border e-commerce retail [7]. - As of September 30, the number of shareholders decreased by 7.59% to 10,500, while the average circulating shares per person increased by 8.21% to 18,473 shares [8]. Group 2: Financial Performance - For the period from January to September 2025, Zhiyou Technology achieved a revenue of 6.082 billion yuan, representing a year-on-year growth of 6.18%, while the net profit attributable to the parent company was 272 million yuan, a decrease of 2.09% year-on-year [8]. - The company has distributed a total of 401 million yuan in dividends since its A-share listing [9]. Group 3: Market Position and Strategy - The company has established a differentiated competitive advantage in its cross-border e-commerce logistics system, with self-operated warehouses in countries like Germany and the USA, enhancing operational efficiency and customer satisfaction [2][3]. - The integration of ChatGPT into the company's internal systems is aimed at improving marketing efficiency and customer service, particularly in multilingual support [3]. Group 4: Stock Performance - On January 9, the stock price of Zhiyou Technology increased by 1.09%, with a trading volume of 60.1163 million yuan and a turnover rate of 1.68%, resulting in a total market capitalization of 7.486 billion yuan [1]. - The average trading cost of the stock is 18.96 yuan, with the current price approaching a resistance level of 18.60 yuan, indicating potential for upward movement if this level is surpassed [6].

来源：新浪证券-红岸工作室 2、根据2023年3月7日互动易，公司主要向消费电子、物联网、照明、工业及汽车领域等应用领域的电 子产品制造商销售电子元器件，并提供产品方案和技术支持，其中有部分产品为MCU芯片。 3、根据星闪联盟官网显示，公司全资子公司天午科技为星闪联盟会员。 4、深圳市好上好信息科技股份有限公司的主营业务是电子元器件分销，主要向消费电子、物联网、照 明、工业控制、汽车电子及新能源等应用领域的电子产品制造商销售电子元器件，并提供相关产品设计 方案和技术支持等服务。主要产品包括SoC芯片、无线芯片及模块、电源及功率器件、模拟/数字器件、 存储器、LED器件、处理器、传感器、光电器件、结构件及被动器件等各类电子元器件。 5、根据2024年年报，公司海外营收占比为67.36%，受益于人民币贬值。 (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判断) 资金分析 今日主力净流入-1886.20万，占比0.06%，行业排名27/33，连续3日被主力资金减仓；所属行业主力净流 入-3989.95万，连续2日被主力资金减仓。 1月9日，好上好跌0.07%，成交额2.92亿元，换手率5 ...

Core Viewpoint - The company, Guangdong Boying Special Welding Technology Co., Ltd., has shown significant growth in its stock performance and is benefiting from various industry trends, including nuclear power and waste-to-energy sectors [1][2]. Company Overview - Guangdong Boying Special Welding Technology Co., Ltd. was established on March 28, 2007, and went public on July 24, 2023. The company specializes in the research, production, and sales of anti-corrosion and anti-wear welding equipment, non-welding boiler components, pressure vessels, and high-end steel structures [7]. - The company's main business revenue composition includes 71.57% from anti-corrosion and anti-wear welding products and 28.43% from other products [7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 372 million yuan, a slight decrease of 0.03% year-on-year. The net profit attributable to the parent company was 41.62 million yuan, reflecting a significant year-on-year decrease of 37.17% [8]. - As of December 31, the company had 17,000 shareholders, a decrease of 15.76% from the previous period, with an average of 4,410 circulating shares per person, an increase of 18.71% [7]. Market Position and Trends - The company has a strong presence in the nuclear power sector, providing high-pressure pipeline inner wall welding and other equipment using welding technology, which enhances the safety and longevity of nuclear power operations [2]. - The company benefits from the depreciation of the RMB, with overseas revenue accounting for 55% of total revenue [3]. Stock Performance - On January 9, the company's stock rose by 4.50%, with a trading volume of 655 million yuan and a turnover rate of 14.95%, bringing the total market capitalization to 7.674 billion yuan [1]. - The average trading cost of the stock is 55.88 yuan, with the stock price approaching a resistance level of 60.24 yuan, indicating potential for upward movement if this level is surpassed [6].

Core Viewpoint - The company, YN Technology, focuses on the photovoltaic power generation sector, particularly in the development, production, and sales of component-level power electronic devices for distributed photovoltaic power generation systems [2][4]. Group 1: Company Overview - YN Technology specializes in the research, production, and sales of component-level power electronic devices for distributed photovoltaic power generation systems, including micro-inverters, smart control disconnectors, and energy communication and monitoring systems [2][4]. - The company was established on March 24, 2010, and went public on June 8, 2022. Its main business revenue composition includes micro-inverters and energy communication products (54.95%), commercial energy storage systems (29.14%), smart control disconnectors (8.94%), and others (3.89%) [8]. Group 2: Financial Performance - For the period from January to September 2025, YN Technology achieved a revenue of 943 million yuan, a year-on-year decrease of 38.48%, and a net profit attributable to shareholders of 66.48 million yuan, down 55.52% year-on-year [9]. - The company has distributed a total of 349 million yuan in dividends since its A-share listing [9]. Group 3: Market Position and Trends - As of January 9, the company's stock price decreased by 0.98%, with a trading volume of 164 million yuan and a turnover rate of 1.92%, resulting in a total market capitalization of 8.486 billion yuan [1]. - The company benefits from the depreciation of the RMB, with overseas revenue accounting for 66.03% of total revenue [4]. Group 4: Product Development and Projects - YN Technology has completed the product layout for energy storage products, including portable mobile storage, household storage, and commercial energy storage systems, with the single-phase household energy storage series entering mass production and being sold in Europe and the United States [2][3]. - The company's distributed photovoltaic power station business has achieved a grid-connected capacity of over 60 MW, including benchmark projects like the 25 MW photovoltaic power station at Nanjing International Expo Center and the 6.45 MW power station at Yangzhou Hisense Rongsheng [3].

Core Viewpoint - Ningbo Jialian Technology Co., Ltd. is experiencing growth in its stock price and market activity, driven by its focus on biodegradable plastics, 3D printing, and cross-border e-commerce, benefiting from the depreciation of the RMB and the Belt and Road Initiative [1][2]. Company Overview - Ningbo Jialian Technology specializes in the research, production, and sales of plastic products, biodegradable products, and plant fiber products, with a revenue composition of 84.41% from plastic products, 14.25% from biodegradable products, and 1.34% from other sources [7]. - The company was established on August 7, 2009, and went public on December 9, 2021 [7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.865 billion yuan, representing a year-on-year growth of 8.25%. However, the net profit attributable to the parent company was a loss of 73.81 million yuan, a decrease of 209.95% year-on-year [8]. - As of September 30, 2025, the company had 6,828 shareholders, an increase of 15.61% from the previous period, with an average of 20,195 circulating shares per person, a decrease of 11.47% [8]. Market Position and Strategy - The company is a leading player in the global plastic dining utensils manufacturing industry, with 70.47% of its sales coming from exports as of 2021, primarily to developed regions such as North America, Europe, and Oceania [2][3]. - The company has also expanded its online market presence through cross-border e-commerce platforms [2]. Production Capacity - The company has established a significant overseas production capacity in Thailand, which includes production lines for 3D printing materials, plastic dining utensils, and plant fiber products, with these lines gradually entering production [3]. Stock Market Activity - On January 9, the company's stock rose by 3.93%, with a trading volume of 115 million yuan and a turnover rate of 3.64%, leading to a total market capitalization of 4.434 billion yuan [1]. - The stock has shown a lack of clear trends in major capital flows, with a net inflow of 1.1977 million yuan on the day, representing only 0.01% of the total [4][5]. Technical Analysis - The average trading cost of the stock is 21.27 yuan, with the stock price approaching a resistance level of 22.87 yuan, indicating potential for a price correction if this level is not surpassed [6].

Core Viewpoint - The company, Wuhan LianTe Technology Co., Ltd., is experiencing growth in its optical communication module business, particularly benefiting from the demand in data centers and 5G applications, alongside favorable currency conditions due to the depreciation of the RMB. Group 1: Company Overview - Wuhan LianTe Technology was established on October 28, 2011, and went public on September 13, 2022. The company specializes in the research, production, and sales of optical communication transceiver modules, with 92.72% of its revenue coming from 10G and above optical modules [7]. - As of September 30, 2025, the company reported a revenue of 847 million yuan, representing a year-on-year growth of 31.75%, and a net profit attributable to shareholders of 81.8 million yuan, also showing a growth of 31.39% [8]. Group 2: Market Position and Technology - The company has developed core capabilities in optical chip integration, high-speed optical devices, and high-speed optical module design and production, focusing on technologies such as EML, SIP, and TFLN modulation for 800G optical modules [2]. - The primary application markets for optical modules include data communication, telecommunications, and emerging markets, with the data communication market being the fastest-growing segment [2][3]. - The company's low-power design technology for optical modules significantly reduces power consumption, providing a competitive advantage in 5G communication and data center applications [3]. Group 3: Financial and Stock Performance - On January 9, the company's stock rose by 2.02%, with a trading volume of 1.288 billion yuan and a turnover rate of 11.71%, leading to a total market capitalization of 21.449 billion yuan [1]. - The company has a high overseas revenue proportion of 89.07%, benefiting from the depreciation of the RMB [3]. - The average trading cost of the stock is 169.83 yuan, with recent trading activity indicating a slight reduction in holdings by major investors [6].

Core Viewpoint - The company, DeGute, is experiencing growth in its stock performance and is positioned to benefit from trends in carbon neutrality, waste treatment, and hydrogen energy, alongside the depreciation of the RMB [1][2][4]. Group 1: Company Overview - DeGute specializes in energy-saving and environmental protection equipment, with a focus on high-temperature air preheaters for gasification processes, which enhance production efficiency and reduce fuel consumption [2]. - The company has established a strategic focus on energy conservation and environmental protection since its inception, particularly in the field of waste treatment, where it has developed competitive advantages [2][3]. - DeGute has entered the hydrogen energy production sector, providing energy-saving heat exchange and storage equipment tailored to various hydrogen production processes [2]. Group 2: Financial Performance - As of December 31, the company reported a revenue of 382 million yuan for the period from January to September 2025, reflecting a year-on-year decrease of 9.29%, with a net profit of 72.26 million yuan, down 26.39% year-on-year [9]. - The company has a significant overseas revenue share of 59.28%, benefiting from the depreciation of the RMB [4]. - Cumulative cash dividends since the company's A-share listing amount to 87.67 million yuan, with 67.67 million yuan distributed over the past three years [10]. Group 3: Market Position and Recognition - DeGute has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title in China, indicating its strong market position and innovation capabilities [3]. - The company operates within the mechanical equipment sector, specifically in specialized equipment for energy and heavy machinery, and is involved in various concept sectors including carbon neutrality and waste treatment [8].