Core Viewpoint - 崇达技术's stock price has shown a significant increase this year, with a year-to-date growth of 32.84%, despite recent declines in the short term [1][2]. Company Overview - 崇达技术, established on May 4, 1995, and listed on October 12, 2016, is located in Shenzhen, Guangdong Province. The company specializes in the design, research and development, production, and sales of printed circuit boards (PCBs) [1]. - The main revenue composition of the company includes: 82.83% from PCBs, 10.52% from waste materials and others, and 6.64% from IC substrates [1]. Financial Performance - For the period from January to September 2025, 崇达技术 achieved an operating revenue of 5.593 billion yuan, representing a year-on-year growth of 22.27%. The net profit attributable to the parent company was 314 million yuan, with a year-on-year increase of 19.58% [2]. - Since its A-share listing, 崇达技术 has distributed a total of 2.112 billion yuan in dividends, with 665 million yuan distributed over the past three years [3]. Shareholder Information - As of November 10, 2025, 崇达技术 had 72,900 shareholders, an increase of 2.39% from the previous period. The average number of circulating shares per shareholder was 10,661, a decrease of 2.33% [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 36.2069 million shares, an increase of 29.2455 million shares from the previous period. The seventh-largest shareholder is the Southern CSI 1000 ETF, which is a new shareholder holding 6.1348 million shares [3]. Market Activity - On November 12, 崇达技术's stock price rose by 2.14%, reaching 13.39 yuan per share, with a trading volume of 92.4806 million yuan and a turnover rate of 0.90%. The total market capitalization stood at 16.306 billion yuan [1]. - The company has appeared on the "龙虎榜" (a stock trading list) twice this year, with the most recent appearance on August 21, where it recorded a net buy of -359 million yuan [1].

11月12日，山科智能盘中下跌2.01%，截至09:51，报24.90元/股，成交1769.35万元，换手率0.81%，总 市值34.91亿元。 资金流向方面，主力资金净流入2.07万元，大单买入210.68万元，占比11.91%，卖出208.61万元，占比 11.79%。 山科智能今年以来股价涨43.73%，近5个交易日跌3.11%，近20日跌19.76%，近60日跌14.05%。 山科智能所属申万行业为：机械设备-通用设备-仪器仪表。所属概念板块包括：传感器、DeepSeek概 念、智慧城市、机器人概念、华为概念等。 截至10月31日，山科智能股东户数7612.00，较上期增加4.86%；人均流通股11484股，较上期减少 4.64%。2025年1月-9月，山科智能实现营业收入3.80亿元，同比减少22.56%；归母净利润2614.98万元， 同比减少59.34%。 分红方面，山科智能A股上市后累计派现2.16亿元。近三年，累计派现1.27亿元。 责任编辑：小浪快报 资料显示，杭州山科智能科技股份有限公司位于浙江省杭州市余杭区瓶窑镇蒿山路47号山科智慧园B 座，成立日期1999年11月8日，上市日期202 ...

11月12日，青鸟消防盘中上涨2.01%，截至09:50，报11.14元/股，成交5203.22万元，换手率0.63%，总 市值97.51亿元。 分红方面，青鸟消防A股上市后累计派现8.97亿元。近三年，累计派现5.75亿元。 机构持仓方面，截止2025年9月30日，青鸟消防十大流通股东中，香港中央结算有限公司位居第八大流 通股东，持股721.60万股，相比上期减少60.90万股。 责任编辑：小浪快报 资料显示，青鸟消防股份有限公司位于北京市海淀区成府路207号北大青鸟楼，成立日期2001年6月15 日，上市日期2019年8月9日，公司主营业务涉及消防安全系统产品的研究、开发、生产和销售。主营业 务收入构成为：火灾自动报警及联动控制系统44.58%，应急照明与智能疏散系统21.20%，灭火板块 12.00%，"五小系统"10.56%，工业消防产品6.18%，其他消防安全产品、其他产品及业务2.93%，消防 安全服务业务2.55%。 青鸟消防所属申万行业为：机械设备-专用设备-楼宇设备。所属概念板块包括：机器视觉、传感器、机 器人概念、MCU概念、芯片概念等。 截至10月31日，青鸟消防股东户数2.70万，较上 ...

山河智能所属申万行业为：机械设备-工程机械-工程机械整机。所属概念板块包括：人工智能、机器人 概念、京津冀、机械、工业互联网等。 截至10月31日，山河智能股东户数19.84万，较上期增加10.81%；人均流通股5405股，较上期减少 9.76%。2025年1月-9月，山河智能实现营业收入50.57亿元，同比减少2.08%；归母净利润9664.72万元， 同比增长177.57%。 分红方面，山河智能A股上市后累计派现6.31亿元。近三年，累计派现7522.32万元。 11月12日，山河智能盘中下跌2.03%，截至09:36，报12.56元/股，成交4946.74万元，换手率0.36%，总 市值134.97亿元。 资金流向方面，主力资金净流出707.46万元，特大单买入0.00元，占比0.00%，卖出279.17万元，占比 5.64%；大单买入201.34万元，占比4.07%，卖出629.63万元，占比12.73%。 山河智能今年以来股价涨67.91%，近5个交易日跌4.49%，近20日跌4.27%，近60日跌30.95%。 今年以来山河智能已经13次登上龙虎榜，最近一次登上龙虎榜为10月21日，当日龙虎榜净买 ...

截至9月30日，金发科技股东户数39.54万，较上期增加94.23%；人均流通股6662股，较上期减少 47.77%。2025年1月-9月，金发科技实现营业收入496.16亿元，同比增长22.62%；归母净利润10.65亿 元，同比增长55.86%。 分红方面，金发科技A股上市后累计派现67.40亿元。近三年，累计派现11.36亿元。 机构持仓方面，截止2025年9月30日，金发科技十大流通股东中，鹏华中证细分化工产业主题ETF联接A （014942）位居第六大流通股东，持股3164.77万股，为新进股东。南方中证500ETF（510500）位居第 七大流通股东，持股3070.90万股，相比上期减少59.99万股。香港中央结算有限公司位居第八大流通股 东，持股2791.72万股，相比上期减少282.76万股。 资料显示，金发科技股份有限公司位于广东省广州市高新技术产业开发区科学城科丰路33号，成立日期 1993年5月26日，上市日期2004年6月23日，公司主营业务涉及化工新材料的研发、生产和销售。主营业 务收入构成为：改性塑料52.07%，贸易品20.65%，绿色石化产品18.85%，新材料6.29%，医疗 ...

11月12日，四会富仕盘中下跌2.02%，截至09:36，报37.75元/股，成交1863.72万元，换手率0.32%，总 市值60.60亿元。 资金流向方面，主力资金净流入227.33万元，大单买入475.37万元，占比25.51%，卖出248.03万元，占 比13.31%。 四会富仕所属申万行业为：电子-元件-印制电路板。所属概念板块包括：小鹏汽车概念、人形机器人、 机器人概念、汽车电子、毫米波雷达等。 截至9月30日，四会富仕股东户数2.07万，较上期增加49.61%；人均流通股6804股，较上期减少 31.37%。2025年1月-9月，四会富仕实现营业收入13.96亿元，同比增长34.50%；归母净利润1.31亿元， 同比增长6.65%。 责任编辑：小浪快报 分红方面，四会富仕A股上市后累计派现1.40亿元。近三年，累计派现8380.23万元。 机构持仓方面，截止2025年9月30日，四会富仕十大流通股东中，平安先进制造主题股票发起A （019457）、华商优势行业混合A（000390）退出十大流通股东之列。 四会富仕今年以来股价涨44.74%，近5个交易日跌2.48%，近20日跌4.36%，近60日 ...

Core Viewpoint - The stock of Walden Materials has experienced fluctuations, with a recent decline of 2.90% and a total market capitalization of 32.909 billion yuan, reflecting mixed investor sentiment and trading activity [1]. Company Overview - Walden Materials, established on June 19, 1998, and listed on April 20, 2007, is located in Shenzhen, Guangdong Province. The company specializes in the research, development, manufacturing, and sales of polymer nuclear radiation modified new materials and a series of electronic, power, and wire products [2]. - The company's revenue composition includes: electronic materials (33.79%), communication cables (31.58%), new energy vehicle products (18.06%), power products (12.34%), others (2.22%), and wind power generation (2.02%) [2]. - Walden Materials operates in the electronic industry, specifically under the categories of other electronics and related concepts such as high-speed connectors, consumer electronics, robotics, Huawei concepts, and fast charging [2]. Financial Performance - For the period from January to September 2025, Walden Materials achieved a revenue of 6.082 billion yuan, representing a year-on-year growth of 26.17%. The net profit attributable to shareholders was 822 million yuan, with a year-on-year increase of 25.45% [2]. - The company has distributed a total of 779 million yuan in dividends since its A-share listing, with 433 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders of Walden Materials reached 203,300, an increase of 2.43% from the previous period. The average circulating shares per person decreased by 2.37% to 5,628 shares [2]. - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 60.8337 million shares as a new shareholder. The sixth-largest shareholder is the Southern CSI 500 ETF, holding 14.6809 million shares, which decreased by 287,700 shares compared to the previous period [3].

证券日报网讯 鑫铂股份11月11日在互动平台回答投资者提问时表示，公司已与头部几家机器人公司展 开了在关节零部件方向的合作。安徽睿铂智动机器人有限公司主要聚集于机器人关节模组等产品。安徽 智安芯创科技有限公司主要聚焦于为动力电池智能化和高安全提供解决方案，推动电动重卡的电池应用 向全场景普及，主要提供电动重卡电池托盘、电芯智能顶盖及BMS云平台、铝导电排及超充连接器、 pyrofuse等产品。 （编辑 袁冠琳） ...

异动分析 来源：新浪证券-红岸工作室 11月11日，中力股份涨0.86%，成交额9418.28万元，换手率4.56%，总市值160.36亿元。 机器人概念+人民币贬值受益+新能源汽车+注册制次新股+新股与次新股 1、根据公司招股说明书：公司自成立以来专注于电动叉车等机动工业车辆的技术研发与产品创新。在 机动工业车辆现有生产技术的基础上，结合行业发展趋势和国内外市场需求，公司以绿色化、数字化、 智能化作为发展方向，充分利用多年技术积累，采用独创的"正向研发" 模式，以客户需求为导向，从 产品外形、功能设计出发，不断开发适应市场需求的产品、工艺与技术，历经多年积淀研发出小金刚、 油改电叉车、搬马机器人等多款具有里程碑意义的产品。公司积极发展和布局移动搬运机器人业务， 2020 年推出具备自动化程度高、灵活性强、安全性好等优势的搬马机器人系列产品，有效减少无效搬 运，降低移动搬运机器人应用门槛。 2、根据2024年年报，公司海外营收占比为51.63%，受益于人民币贬值。 3、根据公司招股说明书：公司主要产品包括电动叉车和内燃叉车，其中电动叉车包括电动平衡重乘驾 式叉车（Class I）、电动乘驾式仓储叉车（Clas ...

Core Viewpoint - The company Zhuhai Zhiditech Co., Ltd. is involved in the computer peripheral industry, focusing on the research, development, production, and sales of products such as keyboards and mice, with a significant portion of its revenue coming from overseas due to the depreciation of the RMB [3][7]. Company Overview - Zhuhai Zhiditech Co., Ltd. was established on August 28, 1996, and went public on July 17, 2023. The company is located in the High-tech Zone of Tangjiawan Town, Zhuhai, Guangdong Province [7]. - The main business revenue composition includes keyboards (48.23%), keyboard and mouse sets (27.61%), mice (20.25%), and other products (4.33%) [7]. - As of September 30, 2023, the company had 8,402 shareholders, a decrease of 2.95% from the previous period, with an average of 3,865 circulating shares per person, an increase of 3.03% [7]. Financial Performance - For the period from January to September 2023, the company achieved a revenue of 1.099 billion yuan, representing a year-on-year growth of 14.29%, and a net profit attributable to shareholders of 77.08 million yuan, up 13.47% year-on-year [7]. - The company has distributed a total of 121 million yuan in dividends since its A-share listing [8]. Market Dynamics - The company benefits from trends in the Guangdong-Hong Kong-Macao Greater Bay Area, robotics, artificial intelligence, and consumer electronics, as well as the depreciation of the RMB [2]. - The company’s subsidiary, Jierui Technology, focuses on non-standard automation production lines and equipment, including the development of robotic applications and software [2]. Investment and Shareholder Information - As of September 30, 2023, the top ten circulating shareholders include several new entrants, indicating a shift in institutional holdings [8]. - The average trading cost of the stock is 39.99 yuan, with the current price near a support level of 38.71 yuan, suggesting potential volatility [6].