1月13日，海南矿业盘中下跌2.05%，截至14:10，报11.48元/股，成交6.58亿元，换手率2.84%，总市值 229.40亿元。 资金流向方面，主力资金净流出2876.94万元，特大单买入2672.67万元，占比4.06%，卖出3367.02万 元，占比5.12%；大单买入1.30亿元，占比19.69%，卖出1.51亿元，占比23.01%。 责任编辑：小浪快报 海南矿业所属申万行业为：钢铁-冶钢原料-铁矿石。所属概念板块包括：海南自贸区、乡村振兴、天然 气、锂电池、油气勘探等。 截至9月30日，海南矿业股东户数5.06万，较上期增加8.38%；人均流通股39072股，较上期减少7.74%。 2025年1月-9月，海南矿业实现营业收入33.60亿元，同比增长5.93%；归母净利润3.12亿元，同比减少 42.84%。 分红方面，海南矿业A股上市后累计派现9.93亿元。近三年，累计派现6.57亿元。 机构持仓方面，截止2025年9月30日，海南矿业十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1270.31万股，相比上期增加210.73万股。国泰中证钢铁ETF（515210）位居第五大流 ...

1月13日，南山铝业盘中上涨2.08%，截至09:45，报5.88元/股，成交4.82亿元，换手率0.73%，总市值 675.24亿元。 资金流向方面，主力资金净流出486.80万元，特大单买入6213.24万元，占比12.89%，卖出7124.54万 元，占比14.77%；大单买入1.35亿元，占比28.07%，卖出1.31亿元，占比27.19%。 责任编辑：小浪快报 分红方面，南山铝业A股上市后累计派现129.99亿元。近三年，累计派现72.78亿元。 机构持仓方面，截止2025年12月31日，南山铝业十大流通股东中，中国证券金融股份有限公司位居第三 大流通股东，持股5.89亿股，持股数量较上期不变。香港中央结算有限公司位居第四大流通股东，持股 5.72亿股，相比上期减少5648.12万股。华泰柏瑞沪深300ETF（510300）位居第六大流通股东，持股 1.16亿股，相比上期减少310.95万股。易方达沪深300ETF（510310）位居第七大流通股东，持股 8208.75万股，相比上期减少367.17万股。南方标普中国A股大盘红利低波50ETF联接A（008163）位居 第八大流通股东，持股7758. ...

免责声明 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任何保证，据此投资，责任自负。本报告不构成个人投资建 议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发， 需注明出处为瑞 达研究瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 碳酸锂产业日报 2026/1/12 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 主力合约收盘价（日，元/吨） | 156,060.00 | +12640.00↑ 前20名净持仓（日，手） | -137,883.00 | +5135.00↑ | | 期货市场 | 主力合约持仓量（日，手） | 506,702.00 | -4172.00↓ 近远月合约价差（日，元/吨） | -10,660.00 | -6360.00↓ | | | 广期所仓单（日，手/吨） | 25,970.0 ...

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].

Group 1 - The core point of the article highlights the recent stock performance of Hengli Petrochemical, which saw a decline of 2.02% on January 12, with a current price of 22.75 CNY per share and a total market capitalization of 160.14 billion CNY [1] - As of January 12, the company experienced a net outflow of main funds amounting to 74.20 million CNY, with significant selling pressure observed [1] - The stock has shown a year-to-date increase of 0.98%, with notable gains of 3.36% over the past five trading days, 22.11% over the past 20 days, and 36.06% over the past 60 days [1] Group 2 - As of September 30, the number of shareholders for Hengli Petrochemical was 67,300, reflecting a decrease of 9.54% from the previous period, while the average circulating shares per person increased by 10.55% to 104,566 shares [2] - For the period from January to September 2025, the company reported a revenue of 157.38 billion CNY, a year-on-year decrease of 11.46%, and a net profit attributable to shareholders of 5.02 billion CNY, down 1.61% year-on-year [2] - The company has distributed a total of 26.14 billion CNY in dividends since its A-share listing, with 7.60 billion CNY distributed over the past three years [3] Group 3 - As of September 30, 2025, the top ten circulating shareholders of Hengli Petrochemical included Hong Kong Central Clearing Limited as the fifth largest shareholder, holding 204 million shares, a decrease of 35.58 million shares from the previous period [3] - Huatai-PB CSI 300 ETF is noted as a new entrant among the top ten circulating shareholders, holding 35.78 million shares [3]

Group 1 - The core viewpoint of the news is that Wenzhou Hongfeng has shown significant stock performance and financial growth, with a notable increase in both stock price and revenue [1][2]. - As of January 12, Wenzhou Hongfeng's stock price increased by 2.15% to 8.07 CNY per share, with a total market capitalization of 4.011 billion CNY [1]. - The company has experienced a stock price increase of 7.17% year-to-date, with a 20.81% increase over the past 60 days [1]. Group 2 - For the period from January to September 2025, Wenzhou Hongfeng achieved a revenue of 2.711 billion CNY, representing a year-on-year growth of 22.70% [2]. - The net profit attributable to shareholders for the same period was 11.7886 million CNY, showing a remarkable year-on-year increase of 194.04% [2]. - The number of shareholders increased by 22.08% to 26,600, while the average circulating shares per person decreased by 2.19% to 13,779 shares [2]. Group 3 - Since its A-share listing, Wenzhou Hongfeng has distributed a total of 150 million CNY in dividends, with 19.6705 million CNY distributed over the past three years [3].

Core Viewpoint - The stock of Lianying Laser has shown significant growth in recent trading sessions, with a notable increase in both price and trading volume, indicating strong investor interest and potential for further appreciation [1][2]. Group 1: Stock Performance - Lianying Laser's stock price increased by 15.64% year-to-date, with a 7.30% rise over the last five trading days, 22.08% over the last 20 days, and 20.51% over the last 60 days [2]. - As of January 12, the stock was trading at 28.09 CNY per share, with a market capitalization of 9.588 billion CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Lianying Laser reported a revenue of 2.248 billion CNY, reflecting a year-on-year growth of 2.16%, and a net profit attributable to shareholders of 108 million CNY, which is a 14.08% increase year-on-year [2]. - The company has distributed a total of 214 million CNY in dividends since its A-share listing, with 143 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Lianying Laser was 15,100, a decrease of 6.68% from the previous period, while the average number of circulating shares per shareholder increased by 7.16% to 22,559 shares [2]. - Among the top ten circulating shareholders, Jin Ying Technology Innovation Stock A and Hua An Ju You Selected Mixed Fund are notable, with the former holding 5.4702 million shares and the latter being a new entrant with 4.7433 million shares [3].

资料显示，浙江大东南股份有限公司位于浙江省诸暨市陶朱街道千禧路5号，成立日期2000年6月8日， 上市日期2008年7月28日，公司主营业务涉及塑料薄膜及新材料的研发、生产和销售。主营业务收入构 成为：BOPP(电容膜)33.84%，BOPET膜33.43%，光学膜19.62%，其他(补充)6.74%，CPP膜6.36%。 大东南所属申万行业为：基础化工-塑料-膜材料。所属概念板块包括：低价、铝塑膜、小盘、石墨烯、 锂电池等。 截至12月31日，大东南股东户数10.83万，较上期减少3.42%；人均流通股17338股，较上期增加3.55%。 2025年1月-9月，大东南实现营业收入9.39亿元，同比减少3.83%；归母净利润1205.85万元，同比增长 158.98%。 1月12日，大东南盘中上涨2.33%，截至11:11，报3.52元/股，成交1.60亿元，换手率2.46%，总市值66.12 亿元。 资金流向方面，主力资金净流入1386.11万元，特大单买入1513.82万元，占比9.45%，卖出873.05万元， 占比5.45%；大单买入3468.05万元，占比21.65%，卖出2722.70万元，占比1 ...

Group 1 - The core viewpoint of the news is that Zhongyuan New Materials has shown a positive stock performance with a 2.16% increase in price, reaching 11.33 CNY per share, and a market capitalization of 3.591 billion CNY as of January 12 [1] - The company has a main business revenue composition of copper strip and foil products, with copper strip accounting for 90.71%, aluminum foil 3.05%, and copper foil 2.54% [1] - Zhongyuan New Materials is categorized under the non-ferrous metals industry, specifically in industrial metals and copper, and is associated with concepts such as new energy vehicles and lithium batteries [1] Group 2 - As of September 30, the number of shareholders for Zhongyuan New Materials is 23,100, a decrease of 5.88% from the previous period, while the average circulating shares per person increased by 6.24% to 13,703 shares [2] - For the period from January to September 2025, the company achieved an operating income of 7.730 billion CNY, representing a year-on-year growth of 16.29%, and a net profit attributable to shareholders of 100 million CNY, up 9.19% [2] - Since its A-share listing, Zhongyuan New Materials has distributed a total of 344 million CNY in dividends, with 162 million CNY distributed over the past three years [3]

光伏牛股，复牌前夕突曝业绩利空！ 本周五晚间，国晟科技发布公告称，预计2025年度归母净利润为负值。 值得注意的是，此前该股因股价持续高涨触发异动核查，已于1月7日起停牌，明日将正式复牌。 截止停牌前最后一个交易日（1月6日），国晟科技股价强势斩获"2连板"，收报21.3元/股，市值为139.9亿元。 股价疯狂暴涨 1月9日，国晟科技发布《2025年年度业绩预亏的提示性公告》。公告指出，经公司财务部门初步测算，公司2025年度归属于上市公司股东的净利润预计为负 值，全年经营业绩将陷入亏损。 从业绩表现来看，公司近几年亏损规模持续扩大。2023年、2024年，公司净利润分别录得-6888.01万元、-1.06亿元，亏损幅度同比大幅攀升。 国晟科技同时提示，后续将加快推进财务核算工作，及时披露完整的2025年年度业绩预告，最终财务数据以正式发布的年度报告为准，并呼吁广大投资者理 性投资，警惕投资风险。 事实上，国晟科技此番披露业绩利空，距离其发布停牌核查公告仅过去数日。此前，该股因股价异动被推至风口浪尖——在2025年10月31日至2026年1月6日 期间，公司股票曾5次触及股价异常波动、1次触及严重异常波动情形 ...