来源：新浪证券-红岸工作室 9月30日，美新科技涨0.15%，成交额4094.85万元，换手率2.69%，总市值24.51亿元。 异动分析 人民币贬值受益+粤港澳大湾区 1、根据2024年年报，公司海外营收占比为97.08%，受益于人民币贬值。 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额987.46万，占总成交额的6.22%。 技术面：筹码平均交易成本为20.56元 该股筹码平均交易成本为20.56元，近期筹码减仓，但减仓程度减缓；目前股价靠近压力位21.10，谨防 压力位处回调，若突破压力位则可能会开启一波上涨行情。 公司简介 资料显示，美新科技股份有限公司位于广东省惠州市惠东县大岭镇十二托乌塘地段，成立日期2004年6 月16日，上市日期2024年3月13日，公司主营业务涉及主要从事塑木复合材料及其制品的研发、生产和 销售。主营业务收入构成为：墙板55.37%，户外地板44.17%，其他(补充)0.46%。 2、公司位于广东省惠州市惠东县大岭镇十二托乌塘地段。 (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290.19万，占比0.07% ...

Core Viewpoint - The company, Zhejiang Zhaolong Interconnect Technology Co., Ltd., is experiencing a decline in stock price and trading volume, while also benefiting from its international partnerships and product offerings in the high-speed cable and optical fiber sectors. Group 1: Company Performance - On September 30, Zhaolong Interconnect's stock fell by 0.93%, with a trading volume of 444 million yuan and a market capitalization of 17.574 billion yuan [1] - For the first half of 2025, the company achieved a revenue of 972 million yuan, representing a year-on-year growth of 14.29%, and a net profit attributable to shareholders of 89.61 million yuan, up 50.30% year-on-year [7] - The company has distributed a total of 113 million yuan in dividends since its A-share listing, with 82.34 million yuan distributed over the past three years [8] Group 2: Market Position and Product Offerings - Zhaolong Interconnect has established itself as a core partner in the active electrical cable (AEC) sector, leveraging its technological expertise in high-speed cable [2] - The company offers a range of optical products, including fiber jumpers and connectors, primarily serving high-end projects in finance, education, and healthcare, while expanding into overseas markets [2] - It is one of the few domestic companies capable of designing and manufacturing data cables of categories 6, 7, and 8, meeting the new data transmission demands of the 5G era [2] Group 3: Financial and Investment Insights - The company's overseas revenue accounted for 61.93% of total revenue, benefiting from the depreciation of the RMB [3] - The average trading cost of the stock is 58.37 yuan, with recent reductions in holdings by major investors, indicating a dispersed ownership structure [6][5] - The stock is currently near a support level of 53.50 yuan, with potential implications for future price movements if this level is breached [6]

页岩气+俄乌冲突概念+天然气+人民币贬值受益+一带一路 9月30日，通源石油涨2.85%，成交额6.79亿元，换手率20.63%，总市值34.01亿元。 异动分析 来源：新浪证券-红岸工作室 1、公司美国控股子公司TWG是北美射孔领域龙头企业,市占率15%,拥有世界领先的页岩油气开发最核 心的射孔分段技术以及电缆测井技术,业务覆盖美国 Permian、 Eagle Foro、DJBasin等页岩油气主要开发 热点区域,拥有稳固的客户群体超过200家,其中包括世界顶尖的页岩油气公司EOG、 Devon、 Anadarko、 apache等 2、欧盟超40%天然气从俄罗斯进口，俄乌冲突或引发天然气价格上涨。公司的主营业务为油田勘探开 发中的钻井、射孔、完井压裂等。 区间今日近3日近5日近10日近20日主力净流入3218.93万8635.02万1.21亿-6350.00万-9440.24万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额1.72亿，占总成交额的6.98%。 3、公司的主营业务为石油,天然气勘探与开发提供技术支持和技术服务。公司主要产品和服务为射孔销 售及服务项目、油田服务。 4、根据2024年 ...

Core Viewpoint - The company, Zhejiang Plade Electric Co., Ltd., has shown growth in revenue and profit, benefiting from its overseas market presence and product innovation in the electric tool sector [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 94.85% of its revenue coming from electric tool assemblies [6]. - As of June 30, 2025, the company reported a revenue of 461 million yuan, representing a year-on-year growth of 11.98%, and a net profit of 45.65 million yuan, up 14.23% year-on-year [7]. 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]. - Plade has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which enhances its competitiveness and stability in the supply chain [2]. Product Development - The company is focused on developing lithium battery packs that will drive the smart manufacturing of electric tools, indicating a strategic shift towards higher value products [2]. Financial and Stock Performance - On September 29, the stock price increased by 1.34%, with a trading volume of 63.2 million yuan and a market capitalization of 2.747 billion yuan [1]. - The average trading cost of the stock is 27.94 yuan, with a current support level at 27.57 yuan, indicating potential for price fluctuations [5]. Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders include notable funds, with increases in holdings from several institutional investors, indicating growing interest in the company [8].

来源：新浪证券-红岸工作室 9月29日，雅艺科技涨1.78%，成交额2548.91万元，换手率2.10%，总市值20.33亿元。 异动分析 跨境电商+露营经济+创投+人民币贬值受益 1、2024年年报：2023年公司通过亚马逊平台建立线上销售渠道并推广自有品牌，2024年进一步深化跨 境电商布局。2024年公司营业收入达2.96亿元，同比大幅增长87.22%，显示线上渠道对业绩的强劲拉 动。与此同时，公司积极拓展 TikTok 、wayfair等新兴社交电商平台，利用其精准营销优势触达年轻消 费群体，并借助浙江省跨境电商综合试验区的政策支持，优化海外仓布局与物流效率 。公司以自有品 牌为核心，依托亚马逊扩大市场渗透，提升品牌认知度。 区间今日近3日近5日近10日近20日主力净流入-15.75万-85.37万150.54万-352.83万-240.14万 主力持仓 2、公司坚持自主研发的发展战略，始终专注于火盆、气炉等户外休闲家具的研发、生产和销售。经过 多年发展逐步成为拥有完整的研发设计、生产、销售和服务体系的公司；公司家居产品系列丰富，品种 齐全，包括火盆、火盆桌、气炉、气炉桌等各个系列，已经成为国内主要的 ...

来源：新浪证券-红岸工作室 9月29日，致欧科技涨0.16%，成交额5084.83万元，换手率1.36%，总市值77.62亿元。 资金分析 今日主力净流入-178.92万，占比0.04%，行业排名42/75，连续2日被主力资金减仓；所属行业主力净流 入-2.03亿，连续3日被主力资金减仓。 异动分析 露营经济+网红经济+跨境电商+人民币贬值受益+宠物经济 1、2023年6月1日招股书显示公司庭院系列产品分为庭院家居类、休闲类和运动类。其中,庭院家居类主 要包括藤编家具套装、篱笆、花园桌、太阳伞等产品;休闲类主要包括吊床、吊椅、野餐垫、睡袋、休 闲椅、行军床、秋千等产品。 2、根据2023年11月23日互动易显示，公司根据产品使用场景和网红粉丝画像进行选择合作红人，公司 已与@paula_silvagni_interiors（INS 56万粉丝）、@maria_nordichouse（INS 50万粉丝）等网红达人开展 过合作。公司已与网红达人合作在美国Tik Tok直播带货，目前贡献的销售额较小 3、2023年6月9日互动易：公司经过多年持续对仓储物流体系的建设，已建立了具有差异化竞争优势的 "国内外自营仓+ ...

来源：新浪证券-红岸工作室 9月29日，野马电池涨1.95%，成交额2.03亿元，换手率2.85%，总市值71.14亿元。 2、2023年2月21日互动易回复： 公司通过不断地学习、消化和研究碱性电池生产线制造工艺，自主研 发智能化碱性电池高速生产线。通过信息化和工业化的融合，先后导入了ERP、MES、WMS、QMS、 PLM、SCADA等系统，并大力推进系统集成平台的开发，建立企业级大数据平台，融合5G+、大数 据、AI等新技术在企业中的落地推广，从而实现生产数字化、制造协同化、管理智慧化。 3、根据2024年年报，公司海外营收占比为88.30%，受益于人民币贬值。 4、公司位于浙江省宁波市镇海区骆驼街道荣吉路818号，从事高性能、环保锌锰电池的研发、生产和销 售。 5、公司位于浙江省宁波市镇海区骆驼街道荣吉路818号，从事高性能、环保锌锰电池的研发、生产和销 售。 (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541.50万，占比0.03%，行业排名49/106，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19.66亿，当前无连 ...

来源：新浪证券-红岸工作室 9月29日，匠心家居跌0.98%，成交额1.34亿元，换手率1.01%，总市值199.07亿元。 异动分析 人民币贬值受益+智能家居+养老概念+一带一路 1、根据2024年年报，公司海外营收占比为99.49%，受益于人民币贬值。 2、公司的主营业务为从事智能电动沙发、智能电动床及其核心配件的研发、设计、生产和销售。公司 的主要产品为单椅、组合沙发、机构件、电机、电控装置。 3、公司进军康养产业，产品有康养机构智能床，多体位康复治疗床，家里护用智能床等产品。 4、根据2025年4月11日互动易回复：公司越南生产基地自建成以来，始终坚持本地化建设、本地化运营 的原则，在人员管理、工艺制造、设备投入及供应链协同等方面，已具备完整的独立制造能力。公司核 心产品均在越南境内完成开发、加工与装配，不属于"转口贸易"模式。公司将继续秉持合规、透明、高 效的运营理念，持续提升全球供应链体系的稳定性与交付能力。 (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-461.80万，占比0.03%，行业排名56/75，连续2日被主力资金减仓；所属行 ...

Core Viewpoint - The company, 德固特, has shown a positive market performance with a 1.44% increase in stock price and a total market capitalization of 4.818 billion yuan, indicating investor interest and potential growth opportunities [1] Group 1: Company Overview - 德固特 is recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which signifies its strong focus on niche markets, high innovation capability, and significant market share [2] - The company specializes in energy-saving and environmental protection equipment, with its main business revenue composition being 76.84% from energy-saving heat exchange equipment [10] - As of September 19, the number of shareholders decreased by 13.29%, while the average circulating shares per person increased by 15.33% [10] Group 2: Financial Performance - For the first half of 2025, 德固特 reported a revenue of 250 million yuan, a year-on-year decrease of 8.66%, and a net profit attributable to shareholders of 49.03 million yuan, down 28.23% year-on-year [10] - The company has distributed a total of 87.668 million yuan in dividends since its A-share listing, with 67.668 million yuan distributed over the past three years [11] Group 3: Market Dynamics - The company benefits from the depreciation of the RMB, with overseas revenue accounting for 59.28% of total revenue [4] - 德固特's innovative high-temperature air preheater for gasification processes can increase production by 45% while saving fuel by 9.3% to 13.2%, contributing to carbon emission reduction [4] Group 4: Technical Analysis - The average trading cost of the stock is 32.35 yuan, with the current price fluctuating between resistance at 35.38 yuan and support at 29.80 yuan, suggesting potential for range trading [8]

Core Viewpoint - The company, Qindao Haitai New Light Technology Co., Ltd., is focused on integrating optical technology with cutting-edge applications in the medical device industry, particularly in high-performance endoscopic instruments [2][7]. Company Overview - Qindao Haitai New Light was established on June 11, 2003, and went public on February 26, 2021. Its main business includes the research, development, production, and sales of medical endoscopic instruments and optical products [7]. - The revenue composition of the company is as follows: medical endoscopic instruments 64.86%, optical products 21.63%, maintenance services 13.09%, and leasing 0.42% [7]. - As of June 30, 2025, the company reported a revenue of 266 million yuan, representing a year-on-year growth of 20.50%, and a net profit attributable to shareholders of 74.44 million yuan, up 5.52% year-on-year [7]. Market Position and Recognition - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title in China for small and medium-sized enterprises that excel in niche markets and possess strong innovation capabilities [2]. - The company has a vertical integration capability from core components to system integration, making it one of the few in the industry with such comprehensive capabilities [2]. Financial Performance - As of September 29, the company's market capitalization was 5.924 billion yuan, with a trading volume of 83.65 million yuan and a turnover rate of 1.43% [1]. - The company has distributed a total of 277 million yuan in dividends since its A-share listing, with 207 million yuan distributed over the past three years [8]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 18.87% to 5,285, while the average circulating shares per person decreased by 16.39% to 22,682 shares [7][8]. - Major shareholders include various mutual funds, with specific holdings reported for several funds [8][9]. Technical Analysis - The average trading cost of the stock is 43.10 yuan, with the current stock price fluctuating between resistance at 51.00 yuan and support at 48.40 yuan, indicating potential for range trading [6]. International Revenue Impact - The company benefits from a significant overseas revenue share of 69.12%, which is positively impacted by the depreciation of the Chinese yuan [3].