来源：新浪证券-红岸工作室 1月5日，赤峰黄金涨2.40%，成交额17.07亿元，换手率3.20%，总市值607.94亿元。 异动分析 金属铅+黄金概念+金属铜+人民币贬值受益+稀土永磁 1、根据2024年半年报，公司旗下天宝山锌铅铜钼多金属矿主要产品包括锌精粉、铅精粉（含银）、铜 精粉（含银）和钼精粉。其对外销售的定价一般以精矿中所含的金属的市场价格为基准确定。主要是以 上海有色网1#锌锭的价格、1#铅现货的价格，上海期货交易所铜即期合约结算价为基准价，并根据精粉 产品中实际金属含量，综合考虑运输费、检斤费等因素确定结算价格；产品销售主要是通过预收货款的 方式进行，产品销售对象为长期合作的下游大型冶炼企业。 5、2024年3月8日互动易：公司与厦门钨业合作，共同在老挝推动稀土资源开发。近日通过控股子公司 收购的"老挝川圹省勐康稀土矿"项目，估算矿种为花岗岩风化壳离子吸附稀土矿，矿区试采证和探矿权 合计保有资源量：矿石量约1.01亿吨，稀土氧化物约2.55万吨，平均品位约0.025%。该项目设计生产规 模为年开采混合稀土氧化物3675吨/年，产品方案为混合氧化稀土，TREO≥92%。 (免责声明：分析内容来源 ...

Core Viewpoint - The company, Beijing Baipusais Biotechnology Co., Ltd., is experiencing growth in its business segments, particularly in cell immunotherapy and recombinant proteins, while benefiting from the depreciation of the RMB and being recognized as a "specialized and innovative" enterprise [2][3][4]. Group 1: Business Performance - The company reported a revenue of 613 million yuan for the period from January to September 2025, representing a year-on-year growth of 32.26% [9]. - The net profit attributable to the parent company for the same period was 132 million yuan, showing a year-on-year increase of 58.61% [9]. - The company's overseas revenue accounted for 66.46% of total revenue, benefiting from the depreciation of the RMB [4]. Group 2: Product Development - The company has launched a specific antibody targeting the CD19 antigen in CAR-T cell therapy, enhancing detection methods and expanding its product offerings in cell and gene therapy [2]. - It has developed a range of high-quality recombinant proteins targeting various diseases and biomarkers, supporting the research and production of biopharmaceuticals [2]. - The company is actively developing products related to monkeypox virus, including recombinant proteins, antibodies, and test kits, to aid in vaccine and therapeutic drug development [2]. Group 3: Market Position and Recognition - The company has been recognized as a "national-level specialized and innovative small giant enterprise," which signifies its strong market position and innovation capabilities [3]. - It operates in the pharmaceutical and biotechnology sector, focusing on recombinant proteins and related technologies [8]. - The company has a diverse product revenue structure, with 82.27% from recombinant proteins, 12.88% from antibodies and other reagents, and 3.04% from technical services [8].

来源：新浪证券-红岸工作室 1月5日，兆龙互连涨1.22%，成交额2.54亿元，换手率1.87%，总市值182.60亿元。 异动分析 铜缆高速连接+光纤概念+5G+机器视觉+人民币贬值受益 1、根据2025年7月30日互动易：公司凭借在高速电缆领域的技术积累，已成为国际头部互联方案商在有 源电缆（AEC）领域的核心合作伙伴。 主力没有控盘，筹码分布非常分散，主力成交额1.23亿，占总成交额的9.81%。 2、根据2025年5月29日投资者关系活动记录表：公司光产品涵盖光纤跳线、MPO/MTP预端接、LC光纤 连接器等。目前国内主要服务于金融系统（如银行）、高等院校、医疗、展馆等中高端项目；同时正进 一步拓展海外市场，逐步形成小批量业务阶段。 3、招股说明披露：公司是国内少数有能力设计制造超六类、七类、超七类乃至八类数据电缆的企业， 能够满足 5G 时代新的数据传输需求。 4、2025年2月27日互动易：公司机器视觉产品已经批量运用于多种机器视觉连接系统解决方案，包含 CoaXPress、GigE、10GigE、Camera Link、光跳线等。 5、根据2024年年报，公司海外营收占比为61.93%，受益于人 ...

异动分析 PCB概念+存储芯片+数据中心+人民币贬值受益+特斯拉概念 1、公司主营业务是印制电路板的研发、生产和销售。主要产品为印制电路板，按照层数可分为双面板 和多层板。 2、根据2025年10月27日互动易：在储存领域，公司与全球知名机械硬盘厂商、全球知名固态硬盘厂 商、全球知名内存条颗粒供货商及模块厂商建立了稳定的合作关系，公司产品主要应用于机械硬盘、固 态硬盘、内存条等。 来源：新浪证券-红岸工作室 1月5日，超颖电子涨1.85%，成交额2.86亿元，换手率9.45%，总市值303.56亿元。 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额1.25亿，占总成交额的7.9%。 技术面：筹码平均交易成本为68.96元 该股筹码平均交易成本为68.96元，近期该股获筹码青睐，且集中度渐增；目前股价靠近支撑位68.89， 注意支撑位处反弹，若跌破支撑位则可能会开启一波下跌行情。 3、2025年8月27日互动易：在通信与服务器领域，公司与全球知名芯片商、全球知名云端服务提供商及 全球知名EMS厂商等建立了稳定的合作关系。公司具备AI服务器产品相应制程技术，可满足不同客户 的需求。公司产品主要应用于AI服务 ...

来源：新浪证券-红岸工作室 1月5日，源飞宠物涨0.42%，成交额3562.41万元，换手率1.40%，总市值45.36亿元。 异动分析 宠物经济+跨境电商+IP经济(谷子经济)+人民币贬值受益+一带一路 1、温州源飞宠物玩具制品股份有限公司的主营业务是宠物用品和宠物食品的研发、生产和销售。公司 的主要产品是宠物零食、宠物牵引用具、宠物玩具、宠物干粮、宠物湿粮。 2、2022年10月14日互动易回复：公司在境外进行的自主品牌销售主要由子公司美国BA开展，销售的产 品全部为宠物牵引用具，主要通过在Amazon、Shopify等网络电商平台进行销售。 3、根据2025年12月22日公司官微：近日，源飞宠物与潮玩品牌 Heyone 黑玩达成战略合作。此次合作 并非简单的财务布局，而是公司基于既有制造与供应链管理能力，在相关消费领域进行的一次能力延展 型探索。在稳固发展宠物食品与宠物用品核心业务的同时，源飞宠物正通过产业协同方式，尝试将其在 品质控制、生产管理与规模化交付方面的成熟经验，应用到对产品品质要求同样严苛的潮玩赛道。源飞 宠物长期深耕宠物食品及宠物用品领域，围绕安全标准、材料选型、生产流程与交付稳定性，构建 ...

Core Viewpoint - Zhonghong Medical has shown a significant increase in stock price and trading volume, indicating positive market sentiment and potential growth opportunities in the medical device sector [1]. Group 1: Company Overview - Zhonghong Medical specializes in the research, production, and sales of high-quality disposable protective gloves, including nitrile and PVC gloves, with a revenue composition of 89.48% from health protection products, 6.22% from safety infusion products, and 4.30% from innovative incubation products [9]. - The company was established on December 22, 2010, and went public on April 27, 2021, with its headquarters located in Tangshan, Hebei Province [9]. - As of September 30, 2025, Zhonghong Medical reported a revenue of 1.864 billion yuan, reflecting a year-on-year growth of 1.38%, while the net profit attributable to shareholders was -7.21 million yuan, a decrease of 114.13% compared to the previous year [10]. Group 2: Market Position and Strategy - The company primarily focuses on export sales through an ODM direct sales model, where it designs and produces medical devices and consumables for overseas brand owners [3]. - As of the 2024 annual report, overseas revenue accounted for 81.56% of total revenue, benefiting from the depreciation of the Chinese yuan [4]. - Zhonghong Medical is classified as a state-owned enterprise, with the ultimate control held by the Xiamen Municipal Government State-owned Assets Supervision and Administration Commission [5]. Group 3: Product Development and Innovation - The company is collaborating with Guilin University of Technology to develop a multi-layer nuclear radiation protective glove, which includes a chemical protective layer, a white warning layer, and a nuclear radiation protective layer [2]. - At the 12th Beijing Pet Expo, Zhonghong Medical showcased its veterinary infusion pumps, which feature IP34 waterproof design and dual CPU architecture, providing various infusion modes and safety features [2].

Core Viewpoint - The company, Wenzhou Yuanfei Pet Products Co., Ltd., is actively expanding its business in the pet industry while exploring new opportunities in the trendy toy sector through strategic partnerships and leveraging its existing supply chain capabilities [2][3]. Group 1: Company Overview - Wenzhou Yuanfei Pet Products Co., Ltd. specializes in the research, production, and sales of pet supplies and pet food, with main products including pet snacks, leashes, toys, dry food, and wet food [2][9]. - The company was established on September 27, 2004, and went public on August 18, 2022, with a current market capitalization of 4.516 billion yuan [9]. - As of September 30, 2025, the company reported a revenue of 1.281 billion yuan, a year-on-year increase of 37.66%, and a net profit attributable to shareholders of 130 million yuan, up 8.75% year-on-year [9]. Group 2: Business Strategy and Partnerships - Yuanfei Pet has formed a strategic partnership with the trendy toy brand Heyone, focusing on extending its manufacturing and supply chain management capabilities into the toy sector while maintaining its core pet food and supplies business [3]. - The company emphasizes its experience in quality control, production management, and stable delivery, which are applicable to both pet products and high-quality trendy toys [3]. Group 3: Financial Performance and Market Position - The company's overseas revenue accounted for 85.78% of total revenue, benefiting from the depreciation of the RMB [4]. - The company has established production bases in Cambodia to enhance its global capacity and reduce labor costs, with an average capacity utilization rate of around 80% [4]. - The main revenue sources are pet snacks (52.09%), leashes (24.77%), staple food (9.79%), and toys (5.64%) [9]. Group 4: Market Dynamics - The company is positioned within the pet economy, cross-border e-commerce, and new retail sectors, indicating a diversified approach to market opportunities [9]. - Recent trading data shows a net inflow of 5.2256 million yuan from major investors, indicating increased interest in the stock [5][6].

来源：新浪证券-红岸工作室 12月31日，海通发展跌2.03%，成交额1.93亿元，换手率5.74%，总市值111.75亿元。 异动分析 海峡两岸+福建自贸区+航运概念+统一大市场+人民币贬值受益 1、公司位于福建省福州市台江区长汀街23号升龙环球大厦42层。公司主要从事国内沿海以及国际远洋 的干散货运输业务。公司主要产品和服务为境内航区运输业务、境外航区运输业务。经过多年的积累， 公司已发展成为国内民营干散货航运领域的龙头企业之一。 2、公司办公地址处于福建省福州市台江区长汀街23号升龙环球大厦42层 区间今日近3日近5日近10日近20日主力净流入-636.27万-2175.96万-1.22亿-7159.87万-1.48亿 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额1.38亿，占总成交额的6.59%。 技术面：筹码平均交易成本为12.70元 3、公司主要从事国内沿海以及国际远洋的干散货运输业务。公司主要产品和服务为境内航区运输业 务、境外航区运输业务。 4、公司2023年半年报公告：公司主要从事国内沿海以及国际远洋的干散货运输业务。经过多年的积 累，公司已发展成为国内民营干散货航运领域的龙头企业之 ...

Core Viewpoint - The company, Wuhan LianTe Technology Co., Ltd., is experiencing a decline in stock price and trading volume, while its core business in optical communication modules shows significant growth potential driven by advancements in technology and market demand [1][4]. Company Overview - Wuhan LianTe Technology was established on October 28, 2011, and went public on September 13, 2022. The company specializes in the research, production, and sales of optical communication transceiver modules [7]. - The main revenue composition includes 92.72% from optical modules of 10G and above, 5.57% from modules below 10G, and 1.71% from material sales and leasing [7]. Market Position and Technology - The company has developed core capabilities in optical chip integration, high-speed optical devices, and high-speed optical module design and production [2]. - The optical module market is primarily driven by data communication, telecommunications, and emerging markets, with the data communication sector being the fastest-growing segment [2]. - The company’s products are critical components for data centers and 5G communication applications, benefiting from low power consumption designs that enhance performance [3]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 847 million yuan, representing a year-on-year growth of 31.75%, and a net profit of 81.8 million yuan, up 31.39% year-on-year [8]. - As of September 30, 2025, the company had a shareholder base of 24,900, an increase of 7.14% from the previous period [8]. Shareholder and Market Activity - The company has distributed a total of 46.85 million yuan in dividends since its A-share listing [9]. - The stock has seen a net outflow of 28.08 million yuan from major investors, indicating a reduction in holdings over the past few days [4][5].

3、公司的主营业务为从事智能电动沙发、智能电动床及其核心配件的研发、设计、生产和销售。公司 的主要产品为单椅、组合沙发、机构件、电机、电控装置。 来源：新浪证券-红岸工作室 12月31日，匠心家居跌0.59%，成交额8838.63万元，换手率0.64%，总市值207.39亿元。 异动分析 养老概念+人民币贬值受益+智能家居+一带一路 1、公司进军康养产业，产品有康养机构智能床，多体位康复治疗床，家里护用智能床等产品。 2、根据2024年年报，公司海外营收占比为99.49%，受益于人民币贬值。 4、根据2025年4月11日互动易回复：公司越南生产基地自建成以来，始终坚持本地化建设、本地化运营 的原则，在人员管理、工艺制造、设备投入及供应链协同等方面，已具备完整的独立制造能力。公司核 心产品均在越南境内完成开发、加工与装配，不属于"转口贸易"模式。公司将继续秉持合规、透明、高 效的运营理念，持续提升全球供应链体系的稳定性与交付能力。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入522.27万，占比0.06%，行业排名5/76，连续3日被主力资金增仓；所 ...