分红方面，三利谱A股上市后累计派现1.74亿元。近三年，累计派现6514.08万元。 机构持仓方面，截止2025年9月30日，三利谱十大流通股东中，香港中央结算有限公司位居第三大流通 股东，持股535.73万股，相比上期增加164.77万股。 责任编辑：小浪快报 资料显示，深圳市三利谱光电科技股份有限公司位于广东省深圳市光明新区公明办事处楼村社区第二工 业区同富一路5号第1-9栋，成立日期2007年4月16日，上市日期2017年5月25日，公司主营业务涉及偏光 片产品的研发、生产和销售。主营业务收入构成为：TFT96.69%，黑白2.63%，其他0.67%。 三利谱所属申万行业为：电子-光学光电子-面板。所属概念板块包括：偏光片、专精特新、OLED、华 为概念、小米概念等。 截至9月30日，三利谱股东户数1.96万，较上期增加1.73%；人均流通股7588股，较上期减少1.70%。 2025年1月-9月，三利谱实现营业收入26.43亿元，同比增长41.09%；归母净利润4499.40万元，同比减少 30.50%。 11月17日，三利谱盘中上涨2.21%，截至09:54，报24.92元/股，成交2547.56万 ...

Core Viewpoint - The stock of Skyworth Digital has experienced a decline of 2.79% on November 14, with a trading volume of 230 million yuan and a market capitalization of 13.927 billion yuan [1] Group 1: Company Overview - Skyworth Digital, established on April 16, 2002, is located in Nanshan, Shenzhen, and was listed on June 2, 1998. The company specializes in the research, development, production, sales, and operation of digital smart terminals and front-end systems, as well as small and medium-sized LCD module development and production [7] - The main business revenue composition includes smart terminals (70.49%), professional displays (25.15%), operation services (4.22%), and others (0.14%) [7] Group 2: Financial Performance - For the period from January to September 2025, Skyworth Digital achieved an operating income of 6.456 billion yuan, a year-on-year decrease of 2.45%, and a net profit attributable to the parent company of 85.8593 million yuan, a year-on-year decrease of 63.69% [8] - The company has distributed a total of 1.338 billion yuan in dividends since its A-share listing, with 548 million yuan distributed in the last three years [9] Group 3: Market Activity - On November 14, the main net inflow of funds was -65.7637 million yuan, accounting for 0.29%, with the industry ranking at 9 out of 10, indicating a continuous reduction in main funds over three days [4] - The average trading cost of the stock is 13.25 yuan, with recent chip reduction slowing down. The current stock price is between resistance at 12.70 yuan and support at 11.44 yuan, suggesting potential for range trading [6] Group 4: Product and Technology Development - The company has developed VR short dramas and has over 3,000 video sources on the Cool Open platform, including movies, TV shows, and documentaries, as well as 50+ games available for download [2][3] - Skyworth Digital is a leading domestic set-top box provider and has become the exclusive partner for the CCTV 4K channel [2] - The company is actively engaged in VR-related hardware and software technology, with a range of products including VR all-in-one machines and short-focus VR glasses, and has solutions for various industries such as education, healthcare, and cultural tourism [3]

Core Points - The stock price of Jinlong Electromechanical has increased by 19.29% this year, with a recent rise of 3.26% over the last five trading days [1] - The company reported a revenue of 1.212 billion yuan for the first nine months of 2025, representing a year-on-year growth of 14.32% [2] - The net profit attributable to shareholders for the same period was 29.6625 million yuan, showing a significant increase of 149.28% year-on-year [2] Financial Performance - As of November 14, Jinlong Electromechanical's stock was trading at 5.38 yuan per share, with a market capitalization of 4.321 billion yuan [1] - The company has seen a net inflow of 2.2976 million yuan from main funds, with large orders accounting for 18.39% of total buying [1] - The company has not distributed any dividends in the last three years, with a total payout of 311 million yuan since its A-share listing [3] Business Overview - Jinlong Electromechanical, established in 1993 and listed in 2009, specializes in the R&D, production, and sales of motors, silicone plastic structural components, and touch display products [2] - The revenue composition includes structural components (48.45%), touch display modules (39.14%), motors (10.31%), and electronic atomizers (1.16%) [2] - The company is categorized under the electronic consumer electronics sector and is involved in various concept sectors such as new energy vehicles and OLED [2]

来源：新浪证券-红岸工作室 11月13日，汇成股份涨0.46%，成交额4.12亿元，换手率3.15%，总市值130.41亿元。 异动分析 3、2024年7月3日公司投资者关系活动记录表：公司目前OLED客户主要包括联咏、瑞鼎、奕力、云英 谷、集创北方、芯颖、傲显、昇显微、晟合微等。 4、合肥新汇成微电子股份有限公司的主营业务是集成电路高端先进封装测试服务。公司的主要产品是 集成电路封装测试。 5、根据2024年年报，公司海外营收占比为54.15%，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) 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。 ...

Core Viewpoint - The stock of Qingyi Optoelectronics has shown a year-to-date increase of 24.42%, but has recently experienced declines over various time frames, indicating potential volatility in its stock performance [1][2]. Financial Performance - For the period from January to September 2025, Qingyi Optoelectronics achieved a revenue of 928 million yuan, representing a year-on-year growth of 12.28%. The net profit attributable to shareholders was 144 million yuan, reflecting a year-on-year increase of 19.33% [2]. - Since its A-share listing, the company has distributed a total of 217 million yuan in dividends, with 156 million yuan distributed over the past three years [3]. Stock Market Activity - As of November 13, the stock price of Qingyi Optoelectronics was 28.17 yuan per share, with a market capitalization of 8.868 billion yuan. The trading volume was 52.47 million yuan, with a turnover rate of 0.60% [1]. - The company has seen a net outflow of 583,600 yuan in principal funds, with significant buying and selling activity from large orders [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 18.95% to 12,700, while the average circulating shares per person decreased by 15.93% to 21,017 shares [2][3]. - Notable changes in institutional holdings include an increase in shares held by Hong Kong Central Clearing Limited and new entries from other funds [3]. Business Overview - Qingyi Optoelectronics, established on August 25, 1997, specializes in the research, design, production, and sales of photomasks, with quartz photomasks accounting for 93.16% of its main business revenue [1]. - The company operates within the semiconductor materials sector and is associated with various concepts such as third-generation semiconductors and OLED [2].

Core Viewpoint - Tongcheng New Materials has shown a mixed performance in stock price and financial results, with a notable increase in revenue and profit year-on-year, while facing fluctuations in stock price over recent trading periods [1][2]. Financial Performance - As of September 30, 2025, Tongcheng New Materials reported a revenue of 2.523 billion yuan, representing a year-on-year growth of 4.06% [2]. - The net profit attributable to shareholders for the same period was 494 million yuan, reflecting a year-on-year increase of 12.65% [2]. - Cumulatively, the company has distributed 1.493 billion yuan in dividends since its A-share listing, with 847 million yuan distributed over the past three years [3]. Stock Market Activity - On November 13, the stock price of Tongcheng New Materials increased by 2.01%, reaching 39.15 yuan per share, with a trading volume of 183 million yuan and a turnover rate of 0.79% [1]. - The company’s market capitalization stands at 23.449 billion yuan [1]. - Year-to-date, the stock price has risen by 13.57%, but it has seen a decline of 1.26% over the last five trading days and a 7.38% drop over the last 20 days [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 60,200, up by 27.61%, while the average number of circulating shares per person decreased by 21.42% to 9,914 shares [2]. - Notable institutional shareholders include Penghua Zhongzheng Subdivision Chemical Industry Theme ETF and Southern Zhongzheng 500 ETF, with changes in their holdings noted [3].

Core Viewpoint - Dongcai Technology's stock price has shown significant volatility, with a year-to-date increase of 145.97%, but a recent decline of 7.53% over the past five trading days [1][2]. Group 1: Stock Performance - As of November 13, Dongcai Technology's stock price reached 18.30 CNY per share, with a market capitalization of 18.632 billion CNY [1]. - The stock has experienced a trading volume of 3.89 billion CNY, with a turnover rate of 2.11% [1]. - The company has been on the "Dragon and Tiger List" three times this year, with the most recent occurrence on September 12 [1]. Group 2: Financial Performance - For the period from January to September 2025, Dongcai Technology reported a revenue of 3.803 billion CNY, reflecting a year-on-year growth of 17.18% [2]. - The net profit attributable to shareholders for the same period was 283 million CNY, marking a year-on-year increase of 19.80% [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders increased to 52,300, up by 60.68% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 29.34% to 19,464 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 19.942 million shares, an increase of 6.6923 million shares from the previous period [3]. Group 4: Business Overview - Dongcai Technology specializes in the research, development, manufacturing, and sales of new chemical materials, with a revenue composition of 28.31% from electronic materials, 27.27% from new energy materials, and 26.23% from optical film materials [1]. - The company operates within the basic chemical industry, specifically in the plastic and film materials sector, and is associated with concepts such as the Apple supply chain, flexible electronics, Huawei, NVIDIA, and OLED [2]. Group 5: Dividend Information - Since its A-share listing, Dongcai Technology has distributed a total of 1.107 billion CNY in dividends, with 317 million CNY distributed over the past three years [3].

金钼股份所属申万行业为：有色金属-小金属-钼。所属概念板块包括：航天军工、中盘、基金重仓、小 金属、OLED等。 截至9月30日，金钼股份股东户数8.24万，较上期增加10.65%；人均流通股39134股，较上期减少 9.63%。2025年1月-9月，金钼股份实现营业收入108.85亿元，同比增长7.80%；归母净利润22.86亿元， 同比增长4.17%。 分红方面，金钼股份A股上市后累计派现103.36亿元。近三年，累计派现35.49亿元。 机构持仓方面，截止2025年9月30日，金钼股份十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股7630.54万股，相比上期减少1265.15万股。中欧红利优享灵活配置混合A（004814）位居 第五大流通股东，持股1483.96万股，相比上期增加855.61万股。南方中证500ETF（510500）位居第六 大流通股东，持股1407.36万股，相比上期减少28.14万股。南方中证申万有色金属ETF发起联接A （004432）位居第十大流通股东，持股787.97万股，为新进股东。大成新锐产业混合A（090018）退出 十大流通股东之列。 责任编辑：小浪快报 ...

11月13日，赢合科技（维权）盘中上涨2.02%，截至09:50，报28.75元/股，成交8171.95万元，换手率 0.45%，总市值186.62亿元。 资金流向方面，主力资金净流入214.86万元，特大单买入308.82万元，占比3.78%，卖出100.28万元，占 比1.23%；大单买入1674.44万元，占比20.49%，卖出1668.11万元，占比20.41%。 赢合科技今年以来股价涨51.12%，近5个交易日跌0.73%，近20日跌6.69%，近60日涨34.41%。 今年以来赢合科技已经2次登上龙虎榜，最近一次登上龙虎榜为9月12日，当日龙虎榜净买入3.07亿元； 买入总计4.95亿元 ，占总成交额比18.78%；卖出总计1.88亿元 ，占总成交额比7.14%。 资料显示，深圳市赢合科技股份有限公司位于广东省深圳市南山区前海深港合作区前海大道前海嘉里中 心T2-2501，成立日期2006年6月26日，上市日期2015年5月14日，公司主营业务涉及锂电池专用生产设 备的研发、设计、制造、销售与服务。主营业务收入构成为：锂电池专用生产设备65.66%，其他(补 充)34.34%。 赢合科技所属申万行 ...

Core Viewpoint - New materials are a key development direction for China's chemical industry, driven by new industrial demands, policy initiatives, and technological advancements in various sectors such as humanoid robots, AI, and sustainable aviation fuel [2][8]. Group 1: New Materials Development - The main focus for new materials in the second half of 2025 includes industrial new demands, such as those from humanoid robots requiring specific chemical materials like PEEK and high-strength PE, as well as policy-driven demands like bio-jet fuel [2][8]. - The development of synthetic biology, COC materials, and other high-value products is also noteworthy, alongside the progress in domestic alternatives to U.S. products post-tariff [2][8]. Group 2: Humanoid Robots - Humanoid robots are gaining attention due to their potential applications across various fields, including industrial, medical, and entertainment sectors, with significant investments from major tech companies [10][12]. - The focus on lightweight materials in humanoid robots is crucial, as seen in Tesla's Optimus Gen-2, which has reduced weight by 10 kg, enhancing energy efficiency and operational flexibility [12][13]. Group 3: Sustainable Aviation Fuel (SAF) - The global aviation fuel consumption is approximately 328 million tons, with SAF recognized as a viable solution to reduce carbon emissions by up to 85% compared to traditional fuels [17][20]. - The implementation of the CORSIA mechanism starting in 2025 is expected to drive rapid growth in SAF demand, with various countries setting ambitious blending targets [20][21]. Group 4: Electronic Specialty Gases - The electronic specialty gas market is projected to reach $6.023 billion by 2025, with a CAGR of 6.39% from 2022 to 2025, driven by the semiconductor industry's recovery and domestic substitution [27][29]. - The semiconductor industry's growth is expected to boost the demand for electronic specialty gases, with significant investments in advanced logic and storage applications [27][29]. Group 5: OLED Market - The OLED market is expanding rapidly, with mobile devices increasingly adopting OLED screens, which accounted for 57% of smartphone displays in 2021 [30][31]. - The penetration of OLED technology into tablets and automotive displays is anticipated to further drive demand, supported by major manufacturers' investments in production capacity [34][31]. Group 6: PCB Resin and Upgrades - The demand for high-end PCB resins is increasing due to the upgrade of computing power and servers, with a focus on domestic substitution in the supply chain [35][46]. - The transition to high-speed data transmission requires advanced resin materials, creating opportunities for domestic manufacturers to meet the growing demand [40][46]. Group 7: Synthetic Biology - The global synthetic biology market is expected to grow from $5.3 billion in 2019 to $18.9 billion by 2024, with a CAGR of 29% [59]. - Advances in gene sequencing and editing technologies are driving the rapid development of synthetic biology, with significant implications for various industries [59].