来源：新浪证券-红岸工作室 9月26日，华宝新能涨1.68%，成交额2.84亿元，换手率4.92%，总市值129.04亿元。 异动分析 今日主力净流入-904.96万，占比0.03%，行业排名59/106，连续2日被主力资金减仓；所属行业主力净流 入-37.26亿，连续2日被主力资金减仓。 BC电池+钠离子电池+锂电池概念+储能+人民币贬值受益 1、2023年9月8日互动易：公司便携太阳能产品均使用BC类电池，目前采用全球最先进的IBC电池技 术，拥有行业领先的高达25%的转换效率。 2、2023年7月11日互动易：公司与中比新能源达成战略合作，将依托双方的行业技术优势，共同开发钠 离子电池，探索钠离子电池在终端产品的应用。 3、公司主要从事锂电池储能类产品及其配套产品的研发、 生产及销售， 属于锂电池储能行业。 4、自2011年成立以来，公司一直聚焦于锂电池储能领域。在设立之初，公司以充电宝的ODM业务为 主，随着业务的持续发展，公司在锂电池电源管理、工业设计、结构设计等方面的技术积累不断加深， 并积累了松下、LG化学、比克电池、安富利等高质量的供应商资源，拓展了包括特斯拉、宝马、超霸 电池、DSG、Cla ...

9月26日，领湃科技盘中下跌2.11%，截至14:00，报34.75元/股，成交9465.49万元，换手率1.69%，总市 值59.75亿元。 资金流向方面，主力资金净流出461.20万元，特大单买入115.53万元，占比1.22%，卖出245.10万元，占 比2.59%；大单买入1198.42万元，占比12.66%，卖出1530.05万元，占比16.16%。 领湃科技今年以来股价涨105.26%，近5个交易日跌1.89%，近20日跌4.40%，近60日跌1.81%。 领湃科技所属申万行业为：基础化工-化学制品-其他化学制品。所属概念板块包括：固态电池、锂电 池、磷酸铁锂、太阳能、增持回购等。 截至9月19日，领湃科技股东户数2.22万，较上期减少11.83%；人均流通股7124股，较上期增加 13.41%。2025年1月-6月，领湃科技实现营业收入6747.82万元，同比减少1.19%；归母净利润-7057.18万 元，同比增长20.56%。 分红方面，领湃科技A股上市后累计派现2.96亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年6月30日，领湃科技十大流通股东中，中航新起航灵活配置混合 ...

Company Overview - Blue Ocean Huateng Technology Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on February 5, 2006. The company went public on March 22, 2016. Its main business involves the research, development, production, and sales of industrial automation control products [1]. - The company's revenue composition includes 77.88% from electric vehicle motor controllers, 18.45% from medium and low voltage frequency converters, and 3.67% from other sources [1]. Financial Performance - As of June 30, the number of shareholders for Blue Ocean Huateng was 34,300, a decrease of 4.68% from the previous period. The average circulating shares per person increased by 4.91% to 4,855 shares [2]. - For the first half of 2025, Blue Ocean Huateng achieved operating revenue of 240 million yuan, representing a year-on-year growth of 62.61%. The net profit attributable to the parent company was 41.12 million yuan, showing a significant year-on-year increase of 159.83% [2]. Stock Performance - On September 26, Blue Ocean Huateng's stock price decreased by 2.02%, trading at 21.80 yuan per share, with a total transaction volume of 108 million yuan and a turnover rate of 2.96%. The total market capitalization is 4.516 billion yuan [1]. - Year-to-date, the stock price has increased by 6.34%, but it has seen a decline of 4.22% over the last five trading days and 4.13% over the last 20 days. In contrast, the stock has risen by 2.25% over the last 60 days [1]. Dividend Information - Since its A-share listing, Blue Ocean Huateng has distributed a total of 278 million yuan in dividends, with 142 million yuan distributed over the past three years [3].

Group 1 - The stock price of Jinlongyu increased by 2.02% on September 26, reaching 32.32 CNY per share, with a total market capitalization of 13.991 billion CNY [1] - Year-to-date, Jinlongyu's stock price has risen by 104.82%, but it has seen a slight decline of 1.28% over the last five trading days [1] - The company has appeared on the "Dragon and Tiger List" 11 times this year, with the most recent appearance on September 4, where it recorded a net purchase of 252 million CNY [1] Group 2 - Jinlongyu Group Co., Ltd. was established on April 12, 1996, and went public on July 17, 2017, with its main business involving the production of wires and cables, PVC pipes, and related services [2] - The company's revenue composition includes 62.79% from special cables, 20.46% from ordinary wires, 14.29% from special wires, and 1.50% from ordinary cables [2] - As of June 30, 2025, Jinlongyu reported a revenue of 2.157 billion CNY, a year-on-year increase of 32.98%, while the net profit attributable to shareholders decreased by 20.19% to 66.716 million CNY [2] Group 3 - Jinlongyu has distributed a total of 757 million CNY in dividends since its A-share listing, with 303 million CNY distributed over the past three years [3] - As of June 30, 2025, the number of shareholders increased by 164.33% to 92,700, while the average circulating shares per person decreased by 62.18% to 2,660 shares [2][3] - Hong Kong Central Clearing Limited is the eighth largest circulating shareholder, holding 699,500 shares, a decrease of 635,300 shares compared to the previous period [3]

Core Viewpoint - China Baoan's stock has shown significant growth this year, with a year-to-date increase of 29.71% and a recent surge of 14.19% over the past five trading days [1] Financial Performance - For the first half of 2025, China Baoan reported revenue of 10.839 billion yuan, representing a year-on-year growth of 8.06%, and a net profit attributable to shareholders of 244 million yuan, up 24.51% year-on-year [2] - Cumulative cash dividends since the company's A-share listing amount to 1.117 billion yuan, with 284 million yuan distributed over the past three years [3] Shareholder Information - As of September 10, 2025, the number of shareholders increased to 152,200, with an average of 16,925 circulating shares per person, a decrease of 1.18% from the previous period [2] - Major shareholders include Hong Kong Central Clearing Limited, which holds 34.425 million shares, and Southern CSI 500 ETF, holding 26.779 million shares, both showing increases in their holdings [3] Stock Performance and Market Activity - On September 26, China Baoan's stock price was 11.83 yuan per share, with a trading volume of 785 million yuan and a turnover rate of 2.53% [1] - The stock experienced a net outflow of 95.7723 million yuan in principal funds, with large orders accounting for significant buy and sell volumes [1]

Company Overview - Haimeixing Laser Technology Group Co., Ltd. is located in Longhua District, Shenzhen, Guangdong Province, and was established on April 3, 2008. The company went public on September 9, 2020. Its main business involves the research, design, production, and sales of laser and automation equipment across various industries, including consumer electronics, power batteries, and sheet metal processing [1][2]. Financial Performance - As of June 30, 2025, Haimeixing reported a revenue of 1.664 billion yuan, a year-on-year decrease of 30.50%. The net profit attributable to shareholders was -708 million yuan, reflecting a significant year-on-year decline of 565.65% [2]. - The company has distributed a total of 60.4585 million yuan in dividends since its A-share listing [3]. Stock Performance - On September 26, Haimeixing's stock price decreased by 2.06%, trading at 42.80 yuan per share, with a total transaction volume of 304 million yuan and a turnover rate of 2.82%. The total market capitalization stood at 10.604 billion yuan [1]. - Year-to-date, the stock price has increased by 24.42%, with a 6.39% rise over the last five trading days, a 23.84% increase over the last 20 days, and a 36.35% increase over the last 60 days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 15,900, up by 4.49% from the previous period. The average number of circulating shares per person decreased by 3.85% to 15,629 shares [2]. - Among the top ten circulating shareholders, Huaxia CSI Robot ETF ranked as the sixth largest, holding 4.415 million shares, an increase of 1.6939 million shares compared to the previous period [3]. Industry Context - Haimeixing operates within the mechanical equipment sector, specifically in automation equipment and laser devices. The company is associated with concepts such as TOPCon batteries, solid-state batteries, lithium batteries, and is linked to major players like CATL and Tesla [2].

9月26日，天齐锂业盘中上涨2.46%，截至10:28，报45.79元/股，成交12.61亿元，换手率1.92%，总市值 751.52亿元。 资金流向方面，主力资金净流出5929.36万元，特大单买入6448.05万元，占比5.11%，卖出9326.11万 元，占比7.40%；大单买入2.59亿元，占比20.54%，卖出2.89亿元，占比22.96%。 天齐锂业今年以来股价涨38.76%，近5个交易日涨1.73%，近20日涨4.16%，近60日涨41.46%。 今年以来天齐锂业已经2次登上龙虎榜，最近一次登上龙虎榜为8月11日，当日龙虎榜净买入3.81亿元； 买入总计6.63亿元 ，占总成交额比17.81%；卖出总计2.82亿元 ，占总成交额比7.57%。 天齐锂业所属申万行业为：有色金属-能源金属-锂。所属概念板块包括：化肥、盐湖提锂、固态电池、 锂电池、小金属等。 截至6月30日，天齐锂业股东户数27.08万，较上期减少6.08%；人均流通股5451股，较上期增加6.45%。 2025年1月-6月，天齐锂业实现营业收入48.33亿元，同比减少24.71%；归母净利润8441.06万元，同比增 长101.6 ...

Company Overview - Shanghai Xiba Technology Co., Ltd. is located at 1230 Zhongshan North Road, Shanghai, established on July 4, 1994, and listed on June 1, 2017. The company specializes in comprehensive solutions for water treatment technology [1]. - The main business revenue composition includes: 40.89% from chemical sales and services, 31.82% from water treatment system operation management, 23.05% from equipment sales and installation, 3.28% from other products and services, 0.74% from duct cleaning, and 0.23% from water treatment equipment integration [1]. Financial Performance - For the first half of 2025, Shanghai Xiba achieved operating revenue of 225 million yuan, a year-on-year decrease of 15.85%. However, the net profit attributable to the parent company was 107 million yuan, showing a significant year-on-year increase of 156.56% [2]. - Since its A-share listing, the company has distributed a total of 150 million yuan in dividends, with 41.09 million yuan distributed over the past three years [3]. Stock Performance - As of September 26, the stock price of Shanghai Xiba was 90.16 yuan per share, with a market capitalization of 15.821 billion yuan. The stock has increased by 272.87% year-to-date, but has seen a decline of 4.30% over the last five trading days [1]. - The company has appeared on the "龙虎榜" (a list of stocks with significant trading activity) four times this year, with the most recent appearance on September 9 [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for Shanghai Xiba was 24,200, a decrease of 9.89% from the previous period. The average number of circulating shares per person increased by 10.98% to 7,251 shares [2]. - New institutional shareholders include: -交银阿尔法核心混合A (519712) as the sixth largest shareholder with 2.7423 million shares -交银优势行业混合 (519697) as the seventh largest shareholder with 2.4960 million shares -交银瑞和三年持有期混合 (013269) as the eighth largest shareholder with 1.9428 million shares -香港中央结算有限公司 as the tenth largest shareholder with 1.0803 million shares [3]. Industry Context - Shanghai Xiba operates within the environmental protection industry, specifically in water management and treatment, and is associated with concepts such as solid-state batteries, lithium batteries, wind energy, offshore wind power, and energy conservation and environmental protection [2].

Group 1 - The stock price of Wanli Stone increased by 2.00% on September 26, reaching 31.06 CNY per share, with a trading volume of 1.44 billion CNY and a turnover rate of 2.44%, resulting in a total market capitalization of 70.39 billion CNY [1] - Year-to-date, Wanli Stone's stock price has decreased by 5.16%, with a 0.58% decline over the last five trading days, a 6.08% increase over the last 20 days, and an 8.45% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on September 25, where the net buying was -62.44 million CNY, with total buying of 105 million CNY (15.77% of total trading volume) and total selling of 167 million CNY (25.15% of total trading volume) [1] Group 2 - Wanli Stone operates in the building materials sector, specifically in the sub-sector of decorative materials and other building materials, and is associated with concepts such as the Belt and Road Initiative, share buybacks, lithium batteries, small-cap stocks, and lithium extraction from salt lakes [2] - As of June 30, the number of shareholders of Wanli Stone was 16,600, an increase of 13.20% from the previous period, with an average of 11,628 circulating shares per shareholder, up by 1.86% [2] - For the first half of 2025, Wanli Stone reported a revenue of 604 million CNY, a year-on-year decrease of 7.55%, while the net profit attributable to shareholders increased by 21.27% to 5.23 million CNY [2] Group 3 - Since its A-share listing, Wanli Stone has distributed a total of 7.20 million CNY in dividends, with no dividends paid in the last three years [3]

今年以来方大炭素已经1次登上龙虎榜，最近一次登上龙虎榜为2月12日，当日龙虎榜净买入1954.21万 元；买入总计7230.65万元 ，占总成交额比11.80%；卖出总计5276.44万元 ，占总成交额比8.61%。 资料显示，方大炭素新材料科技股份有限公司位于甘肃省兰州市红古区海石湾镇炭素路11号，成立日期 1999年1月18日，上市日期2002年8月30日，公司主营业务涉及石墨及炭素制品的生产加工、批发零售。 主营业务收入构成为：炭素制品86.60%，其他7.48%，其他(补充)5.92%。 方大炭素所属申万行业为：钢铁-冶钢原料-冶钢辅料。所属概念板块包括：石墨烯、GDR概念、锂电 池、固态电池、新能源等。 9月26日，方大炭素盘中上涨2.15%，截至10:19，报5.22元/股，成交1.16亿元，换手率0.56%，总市值 210.16亿元。 资金流向方面，主力资金净流入2066.95万元，特大单买入1802.39万元，占比15.51%，卖出0.00元，占 比0.00%；大单买入2615.42万元，占比22.50%，卖出2350.87万元，占比20.22%。 方大炭素今年以来股价涨8.52%，近5个交易 ...