Core Viewpoint - Daya Energy's stock price has shown significant volatility, with a year-to-date increase of 188.44% but a recent decline of 16.37% over the past five trading days [1] Group 1: Stock Performance - As of November 21, Daya Energy's stock price was 8.48 CNY per share, with a market capitalization of 20.274 billion CNY [1] - The stock has experienced a 121.41% increase over the past 60 days, despite a 6.40% decline over the last 20 days [1] - The company has appeared on the trading leaderboard 22 times this year, with the most recent appearance on November 20, showing a net buy of -5.6633 million CNY [1] Group 2: Financial Performance - For the period from January to September 2025, Daya Energy reported operating revenue of 3.111 billion CNY, a year-on-year decrease of 19.67%, and a net profit attributable to shareholders of -1.122 billion CNY, down 42.77% year-on-year [2] - Cumulative cash dividends since the company's A-share listing amount to 3.755 billion CNY, with 1.028 billion CNY distributed in the last three years [3] Group 3: Shareholder Information - As of September 30, 2025, Daya Energy had 39,300 shareholders, an increase of 2.84% from the previous period, with an average of 60,796 circulating shares per shareholder, a decrease of 2.76% [2] - The top three circulating shareholders include Guotai Zhongxin Coal ETF, which increased its holdings by 11.6526 million shares, and other significant shareholders also adjusted their positions [3]

Group 1 - Beijing Junzheng's stock price fell by 5.17% to 80.84 CNY per share, with a trading volume of 377 million CNY and a turnover rate of 1.10%, resulting in a total market capitalization of 39.009 billion CNY [1] - The stock has experienced a continuous decline over three days, with a cumulative drop of 9.26% during this period [1] - The company specializes in the research and sales of microprocessor chips, smart video chips, storage chips, and analog chips, with revenue composition being 61.56% from storage chips, 26.87% from computing chips, 10.84% from analog and interconnect chips, and 0.53% from other sources [1] Group 2 - Huashan Fund holds a significant position in Beijing Junzheng through its fund, with 3,000 shares representing 0.61% of the fund's net value, ranking as the sixth-largest holding [2] - The fund has incurred a floating loss of approximately 13,200 CNY today, with a total floating loss of 26,100 CNY over the three-day decline [2] - The fund manager, Zhang Xu, has a tenure of 5 years and 189 days, with the fund's total asset size at 7.661 billion CNY and a best return of 142.52% during his management [2]

Core Viewpoint - China Electric Motor experienced a decline in stock price, with a current trading price of 23.70 CNY per share and a market capitalization of 5.574 billion CNY, reflecting a year-to-date drop of 2.83% and a significant decline of 12.58% over the past 20 days [1] Financial Performance - For the period from January to September 2025, China Electric Motor reported a revenue of 478 million CNY, representing a year-on-year growth of 11.36%, while the net profit attributable to shareholders reached 39.22 million CNY, marking a substantial increase of 387.93% [2] - Cumulatively, since its A-share listing, the company has distributed a total of 544 million CNY in dividends, with 38.99 million CNY distributed over the past three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 19,400, up by 39.57%, while the average circulating shares per person decreased by 28.35% to 12,143 shares [2] - Notable changes in institutional holdings include HSBC Jintrust Small Cap Stock becoming the fifth largest shareholder with an increase of 2.56 million shares, while Hong Kong Central Clearing Limited and Da Cheng New Industry Mixed A also entered the top ten shareholders list [3] Stock Market Activity - The stock has seen significant trading activity, with a net outflow of 691,400 CNY in principal funds recently, and a notable drop in stock price over various time frames, including a 9.20% decline over the last five trading days [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent occurrence on September 18 [1] Business Overview - China Electric Motor, established in April 2003 and listed in November 2014, specializes in the research, design, production, and sales of large and medium-sized AC and DC motors, with revenue composition from AC motors (52.75%), wind power motors (20.86%), DC motors (13.35%), and others (13.04%) [1] - The company operates within the electric equipment industry, specifically in the motor sector, and is associated with concepts such as generator concepts, fund heavy positions, photovoltaic glass, wind energy, and offshore wind power [1]

Core Viewpoint - The company Zhuhai Zhiditech Co., Ltd. is experiencing fluctuations in stock performance, with a recent decline of 1.42% and a market capitalization of 2.991 billion yuan, while its business is primarily focused on computer peripherals and automation solutions [1][7]. Company Overview - Zhuhai Zhiditech Co., Ltd. was established on August 28, 1996, and went public on July 17, 2023. The company specializes in the research, development, production, and sales of computer peripherals, including keyboards and mice [7]. - The revenue composition of the company includes keyboards (48.23%), keyboard and mouse sets (27.61%), mice (20.25%), and other products (2.58%) [7]. - As of September 30, 2023, the company reported a revenue of 1.099 billion yuan for the first nine months of 2023, reflecting a year-on-year growth of 14.29%, and a net profit attributable to shareholders of 77.078 million yuan, up 13.47% year-on-year [7]. Business Segments - The company’s subsidiary, Jierui Technology, focuses on non-standard automation production lines and equipment, including the design and development of robotic applications and software [2]. - Jierui Technology has developed AI-based flexible gripping devices that utilize 3D vision and deep learning technologies for identifying and guiding the handling of workpieces, catering to the needs of small-batch, multi-variety production [2]. - The company also provides intelligent production solutions through integrated AGV smart logistics lines, enhancing system flexibility and production efficiency [2]. Financial Performance - The company’s overseas revenue accounted for 87.24% of total revenue in the 2024 annual report, benefiting from the depreciation of the Renminbi [3]. - The company has distributed a total of 121 million yuan in dividends since its A-share listing [8]. Shareholder Structure - As of September 30, 2023, the number of shareholders was 8,402, a decrease of 2.95% from the previous period, with an average of 3,865 shares held per shareholder, an increase of 3.03% [7]. - Notable institutional shareholders include Huaxia CSI 500 Index Enhanced A and Dachen CSI 360 Internet + Index A, both of which have recently increased their holdings [8].

Core Viewpoint - The company, Luoyang Molybdenum Co., Ltd., is a significant player in the non-ferrous metals industry, particularly in cobalt, tungsten, and gold production, with a focus on expanding its precious metals business and enhancing its market position [2][7]. Company Overview - Luoyang Molybdenum Co., Ltd. is the second-largest cobalt producer globally, with cobalt products sold in international markets [2]. - The company is involved in the mining and processing of various metals, including copper, molybdenum, tungsten, cobalt, niobium, and phosphorus, and is recognized as one of the top five molybdenum producers and the largest tungsten producer globally [2][7]. - The company has a comprehensive integrated industrial chain and is also the second-largest producer of phosphorus fertilizer in Brazil [2]. Financial Performance - For the period from January to September 2025, the company reported a revenue of 145.485 billion yuan, a year-on-year decrease of 5.99%, while the net profit attributable to shareholders increased by 72.61% to 14.280 billion yuan [8]. - The company has distributed a total of 21.562 billion yuan in dividends since its A-share listing, with 10.576 billion yuan distributed in the last three years [9]. Production and Growth - The company owns 80% of the NPM copper-gold mine in Australia, with gold equity production of 16,000 ounces in 2022 and a guidance of 25,000 to 27,000 ounces for 2023, representing a year-on-year increase of 56% to 69% [3]. - In 2025, the company successfully completed the acquisition of Ecuador's Odin Mining (KGHM Gold Mine) and is advancing development work with plans to commence production by 2029 [3]. Shareholder and Market Activity - As of September 30, 2025, the company had 304,200 shareholders, an increase of 28.08% from the previous period [8]. - The main shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable changes in their holdings [9]. Market Position - The company operates within the non-ferrous metals sector, specifically in industrial metals like copper, and is associated with various investment concepts such as niobium and MSCI China [8].

Group 1 - The stock price of Fangyuan Co., Ltd. has dropped by 5.04% on November 20, reaching 10.55 CNY per share, with a trading volume of 383 million CNY and a turnover rate of 6.87%, resulting in a total market capitalization of 5.382 billion CNY [1] - Fangyuan Co., Ltd. has experienced a continuous decline for four consecutive days, with a cumulative drop of 11.54% during this period [1] - The company, established on June 7, 2002, and listed on August 6, 2021, specializes in the research, production, and sales of lithium battery ternary precursor materials and nickel battery positive materials, with revenue composition including sulfate (46.96%), precursor (29.77%), lithium carbonate (14.07%), others (7.90%), and spherical nickel hydroxide (1.31%) [1] Group 2 - According to data, the E Fund's Guangda Baodexin Chengxin Mixed A Fund holds 24,300 shares of Fangyuan Co., Ltd., accounting for 1.03% of the fund's net value, ranking as the tenth largest holding [2] - The fund has incurred a floating loss of approximately 13,600 CNY today, with a total floating loss of 35,200 CNY during the four-day decline [2] - Guangda Baodexin Chengxin Mixed A Fund, established on December 15, 2016, has a latest scale of 3.6051 million CNY, with a year-to-date return of 43.64%, ranking 1205 out of 8136 in its category [2]

Core Viewpoint - Haibo Heavy Industry experienced a stock price increase of 5.12%, reaching 12.94 CNY per share, with a total market capitalization of 2.593 billion CNY as of November 20 [1] Company Overview - Haibo Heavy Industry is located in Wuhan, Hubei Province, and was established on April 11, 1997, with its listing date on July 19, 2016 [1] - The company's main business involves the manufacturing and installation of bridge steel structures, along with related technical research, process design, and technical services [1] - The revenue composition of the company is 99.03% from steel structure engineering and 0.97% from other sources [1] Shareholder Information - Noan Fund's Noan Multi-Strategy Mixed A (320016) fund is among the top ten circulating shareholders of Haibo Heavy Industry, holding 1.3911 million shares, which is 1.12% of the circulating shares [2] - The fund has achieved a year-to-date return of 74.46%, ranking 197 out of 8136 in its category, and a one-year return of 76.1%, ranking 179 out of 8055 [2] Fund Management - The fund manager of Noan Multi-Strategy Mixed A is Kong Xianzheng, who has been in the position for 4 years and 360 days [3] - The total asset size of the fund is 5.608 billion CNY, with the best return during Kong's tenure being 95.2% and the worst being -16.74% [3] Fund Holdings - Noan Multi-Strategy Mixed A holds 1.3911 million shares of Haibo Heavy Industry, representing 0.5% of the fund's net value, making it the ninth-largest holding [4]

Core Viewpoint - Zhangyuan Tungsten's stock price has shown significant growth this year, with a year-to-date increase of 104.91% and a market capitalization of 15.751 billion yuan as of November 20 [1] Group 1: Stock Performance - On November 20, Zhangyuan Tungsten's stock rose by 2.34%, reaching 13.11 yuan per share, with a trading volume of 377 million yuan and a turnover rate of 2.45% [1] - The stock has experienced a 3.07% increase over the last five trading days, a 7.46% increase over the last 20 days, and a 24.86% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on November 10, where it recorded a net buy of -94.9747 million yuan [1] Group 2: Company Overview - Zhangyuan Tungsten Industry Co., Ltd. was established on February 28, 2000, and went public on March 31, 2010, focusing on the tungsten industry chain, including products like APT, tungsten oxide, tungsten powder, and hard alloys [2] - The company's revenue composition includes tungsten carbide powder (34.10%), tungsten powder (31.47%), hard alloys (21.28%), and other products [2] - As of September 30, the company reported a revenue of 3.878 billion yuan for the first nine months of 2025, representing a year-on-year growth of 37.38%, and a net profit of 190 million yuan, up 29.71% year-on-year [2] Group 3: Shareholder Information - As of September 30, the number of shareholders increased to 98,100, a rise of 80.69%, while the average circulating shares per person decreased by 44.66% to 12,185 shares [2] - The top circulating shareholder is Hong Kong Central Clearing Limited, holding 13.0064 million shares, an increase of 4.2207 million shares from the previous period [3] - Other notable shareholders include Yinhua Xinjia Two-Year Holding Period Mixed Fund and Southern CSI 1000 ETF, with varying changes in their holdings [3]

Core Viewpoint - Poly Developments' stock price has experienced a decline of 18.43% year-to-date, with significant drops in recent trading periods, indicating potential challenges in the real estate market [1][2]. Financial Performance - For the period from January to September 2025, Poly Developments reported a revenue of 173.72 billion yuan, a year-on-year decrease of 4.95%, and a net profit attributable to shareholders of 1.93 billion yuan, down 75.31% year-on-year [2]. - Cumulative cash dividends since the A-share listing amount to 64.98 billion yuan, with 12.27 billion yuan distributed over the last three years [3]. Stock Market Activity - As of November 20, Poly Developments' stock price was 7.09 yuan per share, with a market capitalization of 84.87 billion yuan. The stock saw a trading volume of 9.27 billion yuan and a turnover rate of 1.11% [1]. - The stock has seen a net outflow of 48.91 million 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 to 247,700, with an average of 48,319 shares held per shareholder, a decrease of 12.25% from the previous period [2][3]. - Major shareholders include China Securities Finance Corporation and Hong Kong Central Clearing Limited, with notable changes in their holdings [3].

Core Viewpoint - The stock of SiRuPu Microelectronics has experienced fluctuations, with a notable decline of 2.03% on November 20, 2023, despite a year-to-date increase of 65.60% [1][2]. Group 1: Stock Performance - As of November 20, 2023, SiRuPu's stock price is 153.18 CNY per share, with a market capitalization of 21.11 billion CNY [1]. - The stock has seen a net outflow of 11.17 million CNY in principal funds, with significant selling pressure in large orders [1]. - Over the past five trading days, the stock has decreased by 8.18%, while it has increased by 1.24% over the last 20 days and 4.98% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, SiRuPu reported a revenue of 1.53 billion CNY, representing a year-on-year growth of 80.47%, and a net profit attributable to shareholders of 126 million CNY, up 227.64% [2]. - Since its A-share listing, SiRuPu has distributed a total of 90.99 million CNY in dividends, with 24.76 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders has increased by 57.25% to 18,100, while the average number of circulating shares per person has decreased by 36.41% to 7,321 shares [2]. - The top ten circulating shareholders include notable funds, with changes in holdings observed among several key investors [3].