Company Overview - Guoji Precision Engineering Co., Ltd. is located in Zhengzhou, Henan Province, established on December 9, 2001, and listed on May 26, 2005. The company specializes in the research, production, and sales of bearings and electric spindles, as well as technology development services commissioned by governments and other enterprises [2]. Business Performance - For the first half of 2025, Guoji Precision achieved operating revenue of 1.608 billion yuan, representing a year-on-year growth of 25.14%. However, the net profit attributable to the parent company was 174 million yuan, showing a slight decrease of 1.69% year-on-year [3]. - The company's main business revenue composition includes: basic components (29.82%), special and precision bearings (29.40%), machine tools (9.99%), and other segments [2]. Stock Performance - As of September 16, Guoji Precision's stock price increased by 2.05%, reaching 33.32 yuan per share, with a trading volume of 239 million yuan and a turnover rate of 1.38%. The total market capitalization is 17.868 billion yuan [1]. - Year-to-date, the stock price has risen by 141.62%, but it has seen a slight decline of 0.18% over the last five trading days and a 9.48% drop over the last 20 days [1]. Shareholder Information - As of September 10, the number of shareholders for Guoji Precision was 57,800, a decrease of 6.44% from the previous period. The average number of circulating shares per person increased by 6.89% to 9,119 shares [3]. - The company has distributed a total of 513 million yuan in dividends since its A-share listing, with 312 million yuan distributed in the last three years [4]. Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the fifth-largest circulating shareholder, holding 2.1 million shares, which is a decrease of 3.7803 million shares from the previous period [4].

Core Viewpoint - Maanshan Iron & Steel Company Limited (Ma Steel) has shown a mixed performance in stock price and financial results, with a notable increase in stock price year-to-date but a decline in revenue for the first half of 2025 [1][2]. Financial Performance - As of June 30, 2025, Ma Steel reported a revenue of 38.08 billion yuan, a year-on-year decrease of 11.47% [2]. - The company recorded a net profit attributable to shareholders of -74.78 million yuan, which represents a significant year-on-year increase of 93.47% [2]. Stock Market Activity - On September 12, 2023, Ma Steel's stock price increased by 2.20%, reaching 3.72 yuan per share, with a trading volume of 175 million yuan and a turnover rate of 0.80% [1]. - Year-to-date, Ma Steel's stock price has risen by 20.39%, with a 3.91% increase over the last five trading days, a 4.62% decrease over the last 20 days, and a 6.59% increase over the last 60 days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for Ma Steel was 127,400, a decrease of 6.09% from the previous period [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 38.66 million shares, a decrease of 10.63 million shares from the previous period [3]. Dividend Distribution - Since its A-share listing, Ma Steel has distributed a total of 15.90 billion yuan in dividends, with 155 million yuan distributed over the last three years [3]. Industry Classification - Ma Steel is classified under the steel industry, specifically in the sub-sector of general steel and plate products, and is associated with concepts such as railway infrastructure and central enterprise reform [2].

Core Viewpoint - Baosteel Co., Ltd. has shown a significant increase in stock price and trading activity, indicating positive market sentiment and potential investment opportunities [1][2]. Company Overview - Baosteel Co., Ltd. was established on June 29, 1999, and listed on March 9, 2001. The company is primarily engaged in mineral resource development and the production and sale of steel products [2]. - The main revenue composition includes steel products at 76.99%, with specific segments such as sheet metal (50.56%), pipes (10.99%), profiles (8.34%), and wire rods (7.10%) [2]. - The company is classified under the steel industry, specifically in the sub-sector of general steel and sheet metal [2]. Financial Performance - For the first half of 2025, Baosteel reported operating revenue of 31.33 billion yuan, a year-on-year decrease of 11.02%. However, the net profit attributable to shareholders increased by 39.99% to 151 million yuan [2]. - The company has distributed a total of 4.49 billion yuan in dividends since its A-share listing, with 90.58 million yuan distributed in the last three years [3]. Stock Market Activity - As of September 12, Baosteel's stock price increased by 36.17% year-to-date, with a recent trading price of 2.53 yuan per share and a market capitalization of 114.58 billion yuan [1]. - The stock has seen significant trading volume, with a net inflow of 4.08 million yuan from major funds and notable buying activity from large orders [1]. - Baosteel has appeared on the stock market's "Dragon and Tiger List" twice this year, with the latest instance on July 30, where it recorded a net purchase of 374 million yuan [1]. Shareholder Composition - As of June 30, 2025, Baosteel had approximately 929,800 shareholders, with an average of 33,750 shares held per shareholder, reflecting a decrease of 18.62% from the previous period [2][3]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 1.214 billion shares, and several ETFs that have increased their holdings significantly [3].

Company Overview - Nanjing Julong Technology Co., Ltd. is located at No. 8, Julong Road, Jiangbei New District, Nanjing, Jiangsu Province, established on April 27, 1999, and listed on February 6, 2018 [2] - The company specializes in the research, production, and sales of high polymer new materials and their composite materials [2] - Main business revenue composition includes: modified engineering plastics 45.34%, modified general plastics 35.59%, long glass fiber reinforced materials 8.40%, plastic-wood environmental engineering materials 6.42%, elastomer materials 2.10%, foaming and others 0.90%, carbon fiber composite structural parts 0.74%, and trade goods 0.51% [2] Financial Performance - For the first half of 2025, Nanjing Julong achieved operating revenue of 1.257 billion yuan, a year-on-year increase of 25.75% [2] - The net profit attributable to the parent company was 57.3644 million yuan, representing a year-on-year growth of 40.73% [2] - Cumulative cash dividends since the A-share listing amount to 152 million yuan, with 69.8396 million yuan distributed over the past three years [3] Stock Performance - As of September 12, Nanjing Julong's stock price decreased by 2.01%, trading at 35.67 yuan per share, with a total market capitalization of 3.923 billion yuan [1] - Year-to-date, the stock price has increased by 65.03%, with a 1.59% rise over the last five trading days, an 8.47% decline over the last 20 days, and a 48.11% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on July 17, where it recorded a net purchase of 38.8372 million yuan [1]

Core Viewpoint - Inner Mongolia First Machinery Group Co., Ltd. has shown significant stock price fluctuations and strong financial performance in recent months, indicating potential investment opportunities in the defense and military equipment sector [1][2]. Financial Performance - As of July 10, 2025, Inner Mongolia First Machinery achieved a revenue of 5.727 billion yuan, representing a year-on-year growth of 19.62%, and a net profit attributable to shareholders of 290 million yuan, with a growth of 9.99% [2]. - The company has distributed a total of 1.982 billion yuan in dividends since its A-share listing, with 1.088 billion yuan distributed over the past three years [3]. Stock Performance - The stock price of Inner Mongolia First Machinery has increased by 132.27% year-to-date, but has seen a slight decline of 0.15% over the last five trading days and a 23.37% drop over the last 20 days [2]. - The stock reached a price of 19.58 yuan per share with a market capitalization of 33.321 billion yuan as of September 12 [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders increased to 160,000, with an average of 10,634 shares held per shareholder, a decrease of 6.68% from the previous period [2]. - Notable institutional shareholders include Southern Military Reform Flexible Allocation Mixed A and other funds, indicating growing institutional interest [3]. Market Activity - The stock has appeared on the "Dragon and Tiger List" 10 times this year, with the most recent appearance on September 3, where it recorded a net buy of -9.0321 million yuan [2]. - The trading volume on September 12 was 465 million yuan, with a turnover rate of 1.41% [1].

Core Viewpoint - Baosteel Co., Ltd. has shown a significant increase in stock price and trading activity, indicating strong market interest and potential investment opportunities [1][2]. Company Overview - Baosteel Co., Ltd. was established on June 29, 1999, and listed on March 9, 2001. The company is primarily engaged in the development and utilization of mineral resources, as well as the production and sale of steel products [2]. - The main revenue composition of Baosteel includes steel products at 76.99%, with flat products accounting for 50.56%, and other categories such as pipes (10.99%), profiles (8.34%), wires (7.10%), and others (0.65%) [2]. - The company belongs to the steel industry, specifically the general steel and flat products sector, and is associated with concepts such as debt-to-equity swaps, railway infrastructure, and state-owned enterprise reforms [2]. Financial Performance - For the first half of 2025, Baosteel reported operating revenue of 31.33 billion yuan, a year-on-year decrease of 11.02%. However, the net profit attributable to shareholders increased by 39.99% to 151 million yuan [2]. - The company has distributed a total of 4.49 billion yuan in dividends since its A-share listing, with 90.58 million yuan distributed in the last three years [3]. Shareholder Information - As of June 30, 2025, Baosteel had 929,800 shareholders, an increase of 22.89% from the previous period. The average number of circulating shares per shareholder decreased by 18.62% to 33,750 shares [2]. - Major shareholders include Hong Kong Central Clearing Limited, holding 1.214 billion shares, and various ETFs such as Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, which have increased their holdings significantly [3]. Stock Performance - On September 11, Baosteel's stock price rose by 2.06% to 2.48 yuan per share, with a trading volume of 1.849 billion yuan and a turnover rate of 2.41%. The total market capitalization reached 112.316 billion yuan [1]. - Year-to-date, Baosteel's stock has increased by 33.48%, with a 1.64% rise over the last five trading days, a 0.80% decline over the last 20 days, and a 42.69% increase over the last 60 days [1].

Company Overview - Nanjing Julong Technology Co., Ltd. is located at No. 8, Julong Road, Jiangbei New District, Nanjing, Jiangsu Province, established on April 27, 1999, and listed on February 6, 2018 [1] - The company specializes in the research, production, and sales of high polymer new materials and their composite materials [1] Business Performance - For the first half of 2025, Nanjing Julong achieved operating revenue of 1.257 billion yuan, a year-on-year increase of 25.75% [2] - The net profit attributable to the parent company was 57.3644 million yuan, reflecting a year-on-year growth of 40.73% [2] Stock Performance - As of September 11, Nanjing Julong's stock price increased by 2.03%, reaching 36.11 yuan per share, with a total market capitalization of 3.971 billion yuan [1] - The stock has risen 67.07% year-to-date, with a 7.15% increase over the last five trading days, a 4.52% decrease over the last 20 days, and a 47.85% increase over the last 60 days [1] Shareholder Information - As of August 29, the number of shareholders for Nanjing Julong was 20,800, a decrease of 10.99% from the previous period [2] - The average circulating shares per person increased by 12.35% to 4,224 shares [2] Dividend Distribution - Nanjing Julong has distributed a total of 152 million yuan in dividends since its A-share listing, with 69.8396 million yuan distributed over the past three years [3] Industry Classification - Nanjing Julong belongs to the basic chemical industry, specifically in the plastic and modified plastic sector [2] - The company is associated with various concept sectors, including railway infrastructure, small-cap stocks, commercial aerospace, absorbing materials, and drones [2]

Company Overview - Company name: Shenzhen Lihe Microelectronics Co., Ltd. - Established on August 12, 2002, and listed on July 22, 2020 - Main business involves the research and design of communication chips - Revenue composition: 94.84% from self-developed chips and core technologies, 4.85% from proprietary chips, 0.23% from other sources, and 0.08% from supporting products [2] Stock Performance - As of September 11, the stock price increased by 2.03% to 23.12 CNY per share - Year-to-date stock price increase of 2.43% - Recent performance: 5-day increase of 3.21%, 20-day decrease of 2.98%, and 60-day increase of 16.24% [1][2] Financial Performance - For the first half of 2025, the company reported revenue of 198 million CNY, a year-on-year decrease of 24.74% - Net profit attributable to shareholders was 24.85 million CNY, down 41.15% year-on-year [2] Shareholder Information - As of June 30, the number of shareholders was 11,100, a decrease of 5.22% from the previous period - Average circulating shares per person increased by 26.54% to 13,110 shares [2] Dividend Information - Cumulative cash distribution since A-share listing amounts to 131 million CNY - Over the past three years, cumulative cash distribution reached 96.43 million CNY [3]

Core Viewpoint - Daimei Co., Ltd. has experienced a stock price decline of 10.77% year-to-date, but has shown a recent recovery with a 3.67% increase over the last five trading days [2] Group 1: Stock Performance - As of September 8, Daimei's stock price rose by 2.07% to 5.93 CNY per share, with a total market capitalization of 12.741 billion CNY [1] - The stock has seen a trading volume of 15.5868 million CNY, with a turnover rate of 0.12% [1] - Over the past 20 days, the stock has increased by 2.95%, and over the last 60 days, it has risen by 4.59% [2] Group 2: Financial Performance - For the first half of 2025, Daimei reported a revenue of 3.175 billion CNY, a year-on-year decrease of 3.35%, and a net profit attributable to shareholders of 241 million CNY, down 42.56% year-on-year [2] - The company has distributed a total of 2.816 billion CNY in dividends since its A-share listing, with 1.558 billion CNY distributed over the last three years [3] Group 3: Shareholder Information - As of June 30, 2025, Daimei had 21,100 shareholders, an increase of 17.04% from the previous period, with an average of 101,963 circulating shares per shareholder, up 11.07% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 6.2883 million shares to 29.3771 million shares [3]

Core Viewpoint - Inner Mongolia First Machinery Group Co., Ltd. (Inner Mongolia Yijian) has experienced significant stock price fluctuations, with a year-to-date increase of 127.88% but a recent decline of 24.25% over the past five trading days [2]. Company Overview - Inner Mongolia Yijian, established on December 29, 2000, and listed on May 18, 2004, is located in Baotou City, Inner Mongolia. The company specializes in the research, manufacturing, and sales of armored vehicles, artillery series military equipment, railway vehicles, and vehicle components [2]. - The company operates in the defense and military industry, specifically in ground equipment, and is involved in sectors such as military-civilian integration, railway infrastructure, aerospace military industry, rail transit, and nuclear power [2]. Financial Performance - For the first half of 2025, Inner Mongolia Yijian reported revenue of 5.727 billion yuan, reflecting a year-on-year growth of 19.62%. The net profit attributable to shareholders was 290 million yuan, with a year-on-year increase of 9.99% [2]. - Since its A-share listing, the company has distributed a total of 1.982 billion yuan in dividends, with 1.088 billion yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 160,000, with an average of 10,634 shares held per person, a decrease of 6.68% from the previous period [2]. - Notable institutional shareholders include Southern Military Reform Flexible Allocation Mixed A, holding 16.7724 million shares, and other funds such as Fortune CSI Military Industry Leaders ETF and GF Small and Medium Cap Selected Mixed A, which have also increased their holdings [3].