Group 1 - The stock price of BaoTi Co., Ltd. increased by 2.05% on September 12, reaching 32.42 CNY per share, with a trading volume of 1.44 billion CNY and a turnover rate of 0.95%, resulting in a total market capitalization of 15.49 billion CNY [1] - Year-to-date, BaoTi's stock price has risen by 15.54%, with a 2.56% increase over the last five trading days, a 1.31% increase over the last 20 days, and a 13.52% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent occurrence on March 13, where it recorded a net buy of -1.05 billion CNY [1] Group 2 - BaoTi Co., Ltd. operates primarily in the production, processing, and sales of titanium and titanium alloys, with revenue composition of 86.74% from titanium products, 8.74% from other metal products, and 4.52% from other sources [1] - As of June 30, 2025, BaoTi reported a revenue of 2.967 billion CNY, a year-on-year decrease of 20.45%, and a net profit attributable to shareholders of 205 million CNY, down 49.00% year-on-year [2] - The company has distributed a total of 2.523 billion CNY in dividends since its A-share listing, with 569 million CNY distributed over the past three years [3] Group 3 - BaoTi belongs to the non-ferrous metals sector, specifically categorized under small metals and other small metals, and is associated with concepts such as large aircraft, aircraft carrier industry, aerospace military, commercial aerospace, and nuclear power [2] - As of June 30, 2025, the number of shareholders in BaoTi was 63,000, a decrease of 2.94% from the previous period, with an average of 7,588 circulating shares per shareholder, an increase of 3.03% [2] - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited as the second-largest shareholder, holding 13.277 million shares, a decrease of 2.022 million shares from the previous period [3]

Core Viewpoint - Parker New Material's stock price has shown a significant increase of 35.70% year-to-date, indicating strong market performance despite recent fluctuations in trading volume and net capital outflow [2][1]. Company Overview - Parker New Material, established on June 29, 2006, and listed on August 25, 2020, is located in Wuxi, Jiangsu Province, China. The company specializes in the research, production, and sales of metal forgings [2]. - The company's revenue composition includes: 38.84% from power forgings, 24.63% from aerospace forgings, 16.15% from petrochemical forgings, 9.69% from scrap sales, 9.39% from other forgings, 1.16% from entrusted processing, 0.12% from entrusted research and testing, and 0.02% from other income [2]. Financial Performance - For the first half of 2025, Parker New Material achieved operating revenue of 1.778 billion yuan, representing a year-on-year growth of 8.08%. The net profit attributable to shareholders was 175 million yuan, reflecting a growth of 6.19% [2]. - Since its A-share listing, the company has distributed a total of 399 million yuan in dividends, with 312 million yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Parker New Material was 14,800, a decrease of 1.72% from the previous period. The average circulating shares per person increased by 1.75% to 8,198 shares [2]. - Among the top ten circulating shareholders, Guotou Ruijin National Security Mixed A ranked fourth with 2.109 million shares, an increase of 387,000 shares from the previous period. Hong Kong Central Clearing Limited ranked sixth with 861,800 shares, a decrease of 294,300 shares [3].

Core Viewpoint - Northern Navigation has shown significant stock performance with a year-to-date increase of 47.43% and a recent trading volume indicating active market interest [1][2]. Company Overview - Northern Navigation Technology Co., Ltd. was established on September 11, 2000, and listed on July 4, 2003. The company specializes in guidance control, navigation control, detection control, environmental control, stability control, radio and satellite communication, and electrical connectors [1]. - The company's revenue composition is primarily from dual-use military and civilian products, accounting for 97.89%, with other supplementary products making up 2.11% [1]. Financial Performance - For the first half of 2025, Northern Navigation reported a revenue of 1.703 billion yuan, representing a year-on-year growth of 481.19%. The net profit attributable to shareholders was 116 million yuan, reflecting a year-on-year increase of 256.59% [2]. - Cumulatively, the company has distributed 603 million yuan in dividends since its A-share listing, with 150 million yuan distributed over the past three years [3]. Shareholder Information - As of September 10, 2025, the number of shareholders for Northern Navigation is 157,100, a decrease of 8.87% from the previous period. The average number of tradable shares per shareholder has increased by 9.74% to 9,614 shares [2]. - The top ten circulating shareholders include several significant institutional investors, with notable increases in holdings for funds such as Guotai Asset and Southern Asset Management [3].

Core Viewpoint - Sichuan Chuanrun Co., Ltd. has shown significant stock performance with a year-to-date increase of 71.47%, indicating strong market interest and potential growth in the clean energy sector [1][2]. Financial Performance - As of August 31, 2025, Chuanrun achieved a revenue of 804 million yuan, representing a year-on-year growth of 25.08%. However, the net profit attributable to shareholders was -23.57 million yuan, reflecting a 58.35% increase in losses compared to the previous year [2]. - The company has distributed a total of 130 million yuan in dividends since its A-share listing, with 24.24 million yuan distributed over the last three years [3]. Stock Market Activity - On September 12, 2025, Chuanrun's stock price rose by 2.05% to 16.89 yuan per share, with a trading volume of 520 million yuan and a turnover rate of 8.08%, resulting in a total market capitalization of 8.19 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" 20 times this year, with the most recent appearance on August 29, where it recorded a net buy of -130 million yuan [1]. Business Overview - Chuanrun's main business includes the development, production, and sales of fluid machinery and control technology, with a revenue composition of 60.35% from new energy fluid systems, 25.83% from clean energy equipment, and smaller contributions from other segments [2]. - The company is categorized under the mechanical equipment industry, specifically in general equipment, and is involved in various concept sectors including shell resources, nuclear power, and aerospace [2]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 153,000, with an average of 2,526 circulating shares per person, a decrease of 1.33% from the previous period [2].

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].

Company Overview - Northern Navigation is located in Beijing Economic and Technological Development Zone and was established on September 11, 2000, with its listing date on July 4, 2003. The company specializes in guidance control, navigation control, detection control, environmental control, stability control, radio and satellite communication, and electrical connectors. The revenue composition is 97.89% from dual-use products and 2.11% from other sources [1][2]. Stock Performance - As of September 11, Northern Navigation's stock price increased by 2.02%, reaching 14.11 CNY per share, with a trading volume of 360 million CNY and a turnover rate of 1.71%. The total market capitalization is 21.312 billion CNY [1]. - Year-to-date, the stock price has risen by 44.87%, with a 1.51% increase over the last five trading days, a 15.51% decrease over the last 20 days, and a 20.60% increase over the last 60 days [1]. Financial Performance - For the first half of 2025, Northern Navigation reported a revenue of 1.703 billion CNY, representing a year-on-year growth of 481.19%. The net profit attributable to shareholders was 116 million CNY, showing a year-on-year increase of 256.59% [2]. Shareholder Information - As of August 29, the number of shareholders for Northern Navigation was 172,400, a decrease of 3.53% from the previous period. The average number of circulating shares per person increased by 3.65% to 8,761 shares [2]. - The company has distributed a total of 603 million CNY in dividends since its A-share listing, with 150 million CNY distributed over the last three years [3]. Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders include notable funds such as Guotai Asset Management and Southern Asset Management, with significant increases in holdings compared to the previous period [3].

Core Viewpoint - Hailanxin's stock price has shown significant growth this year, with a year-to-date increase of 132.20%, despite some fluctuations in the short term [2]. Group 1: Stock Performance - On September 11, Hailanxin's stock rose by 2.04%, reaching 19.04 CNY per share, with a trading volume of 5.76 billion CNY and a turnover rate of 4.68%, resulting in a total market capitalization of 137.18 billion CNY [1]. - The stock has experienced a 5.37% increase over the last five trading days, a 3.69% decrease over the last 20 days, and an 18.19% increase over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, Hailanxin reported a revenue of 4.87 billion CNY, representing a year-on-year growth of 208.66%, and a net profit attributable to shareholders of 341.43 million CNY, up 172.44% year-on-year [2]. - Since its A-share listing, Hailanxin has distributed a total of 93.85 million CNY in dividends, with no dividends paid in the last three years [3]. Group 3: Shareholder and Institutional Holdings - As of June 30, 2025, Hailanxin had 114,000 shareholders, an increase of 8.81% from the previous period, with an average of 5,754 circulating shares per shareholder, down 8.10% [2]. - Among the top ten circulating shareholders, Huaxia Growth ETF is the fifth largest, holding 2.4999 million shares as a new shareholder, while Hong Kong Central Clearing Limited has exited the top ten list [3].

Core Viewpoint - Huachangda's stock performance shows a slight increase in recent trading days, but the company has faced significant revenue and profit declines in the first half of 2025 [1][2]. Group 1: Stock Performance - On September 11, Huachangda's stock rose by 2.12%, reaching 5.79 CNY per share, with a trading volume of 124 million CNY and a turnover rate of 1.55%, resulting in a total market capitalization of 8.231 billion CNY [1]. - Year-to-date, Huachangda's stock price has decreased by 1.03%, but it has increased by 2.30% over the last five trading days, 2.12% over the last twenty days, and 12.87% over the last sixty days [1]. Group 2: Financial Performance - For the first half of 2025, Huachangda reported a revenue of 999 million CNY, a year-on-year decrease of 27.82%, and a net profit attributable to shareholders of 2.6364 million CNY, down 96.43% year-on-year [2]. - Cumulative cash dividends since the company's A-share listing amount to 34.533 million CNY, with no dividends paid in the last three years [3]. Group 3: Shareholder Information - As of June 30, 2025, Huachangda had 58,000 shareholders, a decrease of 10.57% from the previous period, with an average of 24,438 circulating shares per shareholder, an increase of 11.82% [2]. - Notable institutional shareholders include Huaxia CSI Robotics ETF, holding 22.2944 million shares, and Hong Kong Central Clearing Limited, holding 11.8518 million shares, both showing increases in holdings compared to the previous period [3].

Core Viewpoint - The stock of Plater Technology has shown significant growth this year, with a year-to-date increase of 88.66%, indicating strong market performance and investor interest [1][2]. Company Overview - Plater Technology, established on July 6, 2011, and listed on July 22, 2019, is located in Xi'an, Shaanxi Province. The company specializes in providing comprehensive solutions for metal additive manufacturing (3D printing) and remanufacturing technology [1]. - The company's revenue composition includes 63.33% from customized 3D printing products and technical services, 27.89% from 3D printing equipment, accessories, and technical services, and 8.78% from 3D printing raw materials [1]. Financial Performance - For the first half of 2025, Plater Technology achieved a revenue of 667 million yuan, representing a year-on-year growth of 17.22%. The net profit attributable to the parent company was 76.31 million yuan, reflecting a growth of 9.98% [2]. - Since its A-share listing, the company has distributed a total of 82.67 million yuan in dividends, with 66.51 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Plater Technology was 13,100, an increase of 27.74% from the previous period. The average circulating shares per person decreased by 21.72% to 20,671 shares [2]. - Among the top ten circulating shareholders, Invesco Great Wall Research Selected Stock A (000688) is the fourth largest, holding 6.39 million shares, a decrease of 1.82 million shares compared to the previous period [3]. Market Activity - On September 11, the stock price of Plater Technology rose by 2.04%, reaching 74.18 yuan per share, with a trading volume of 235 million yuan and a turnover rate of 1.18%. The total market capitalization stood at 20.349 billion yuan [1]. - The stock has appeared on the daily trading leaderboard three times this year, with the most recent occurrence on July 3, where it recorded a net purchase of 53.13 million yuan [1].

Core Viewpoint - Hongxin Electronics has shown a significant increase in stock price and trading activity, indicating positive market sentiment and potential growth in the electronic components sector, particularly in printed circuit boards [1][2]. Company Overview - Hongxin Electronics, established on September 8, 2003, and listed on May 23, 2017, is located in Xiamen, Fujian Province. The company specializes in the research, production, and sales of flexible printed circuit boards (FPC), rigid-flex boards, and backlight modules [1]. - The company's revenue composition includes 48.49% from printed circuit boards, 42.41% from computing and related businesses, 8.01% from backlight modules, and 1.09% from other sources [1]. Financial Performance - For the first half of 2025, Hongxin Electronics achieved a revenue of 3.494 billion yuan, representing a year-on-year growth of 15.01%. The net profit attributable to shareholders was 53.9931 million yuan, up by 9.85% compared to the previous year [2]. - The company has distributed a total of 126 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Hongxin Electronics was 72,600, a decrease of 13.85% from the previous period. The average number of tradable shares per shareholder increased by 16.07% to 6,292 shares [2]. - Notable institutional shareholders include Southern CSI 1000 ETF, which increased its holdings by 684,400 shares, and Hong Kong Central Clearing Limited, which raised its stake by 240,100 shares [3].