责任编辑：小浪快报 截至9月30日，东风股份股东户数12.25万，较上期减少6.79%；人均流通股16328股，较上期增加 7.28%。2025年1月-9月，东风股份实现营业收入70.11亿元，同比减少12.13%；归母净利润1.02亿元，同 比增长188.57%。 东风股份所属申万行业为：汽车-商用车-商用载货车。所属概念板块包括：快递概念、冷链物流、氢能 源、中盘、换电概念等。 东风股份今年以来股价涨1.83%，近5个交易日跌7.64%，近20日跌2.85%，近60日跌11.56%。 资料显示，东风汽车股份有限公司位于湖北省武汉市经济技术开发区创业路58号，成立日期1999年7月 21日，上市日期1999年7月27日，公司主营业务涉及设计、制造和销售东风系列及东风日产系列轻型商 用车、东风康明斯发动机及相关零部件、东风系列及东风日产系列轻型发动机。主营业务收入构成为： 整车90.30%，非整车9.29%，其他(补充)0.41%。 11月24日，东风股份盘中上涨2.04%，截至13:08，报7.50元/股，成交1.36亿元，换手率0.92%，总市值 150.00亿元。 分红方面，东风股份A股上市后累计派现3 ...

11月24日，利德曼盘中下跌2.12%，截至13:04，报7.38元/股，成交7349.64万元，换手率1.80%，总市值 40.15亿元。 资金流向方面，主力资金净流出746.68万元，特大单买入106.78万元，占比1.45%，卖出114.30万元，占 比1.56%；大单买入752.37万元，占比10.24%，卖出1491.53万元，占比20.29%。 利德曼今年以来股价涨50.61%，近5个交易日跌20.22%，近20日跌4.28%，近60日跌19.78%。 今年以来利德曼已经4次登上龙虎榜，最近一次登上龙虎榜为8月8日。 分红方面，利德曼A股上市后累计派现1.43亿元。近三年，累计派现544.01万元。 机构持仓方面，截止2025年9月30日，利德曼十大流通股东中，医疗器械ETF（159883）位居第五大流 通股东，持股201.13万股，为新进股东。金元顺安元启灵活配置混合（004685）、华夏中证500指数增 强A（007994）退出十大流通股东之列。 责任编辑：小浪快报 资料显示，北京利德曼生化股份有限公司位于北京市北京经济技术开发区兴海路5号，成立日期1997年 11月5日，上市日期2012年2 ...

Core Viewpoint - Guanghui Logistics has experienced a significant decline in stock price and financial performance, indicating potential challenges in its operations and market position [1][2]. Financial Performance - As of September 30, 2025, Guanghui Logistics reported a revenue of 2.051 billion yuan, a year-on-year decrease of 20.09% [2]. - The net profit attributable to shareholders for the same period was 318 million yuan, down 24.55% year-on-year [2]. - The company's stock price has dropped 29.11% year-to-date, with a 9.07% decline over the last five trading days [1]. Stock Market Activity - On November 24, Guanghui Logistics' stock fell by 2.01%, trading at 6.82 yuan per share with a total market capitalization of 8.139 billion yuan [1]. - The stock has seen a net outflow of 3.0745 million yuan in principal funds, with significant selling pressure [1]. - The company has appeared on the stock market's "龙虎榜" (top trading list) twice this year, with the most recent occurrence on April 23 [1]. Business Segments - Guanghui Logistics' main business segments include energy logistics services (79.11% of revenue), real estate sales (16.38%), logistics park operations (3.00%), and other minor segments [1]. - The company is involved in various industry concepts such as smart logistics and the Belt and Road Initiative [2]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 19,000, with an average of 62,909 circulating shares per shareholder, a decrease of 3.06% from the previous period [2]. - The company has not distributed any dividends in the last three years, with a total payout of 1.343 billion yuan since its A-share listing [3].

Core Viewpoint - The stock of Bubugao has shown volatility with a year-to-date increase of 34.68%, but has recently experienced a decline of 10.29% over the last five trading days and 6.83% over the last twenty days [1] Group 1: Stock Performance - As of November 24, Bubugao's stock price rose by 2.11% to 5.32 CNY per share, with a trading volume of 2.91 billion CNY and a turnover rate of 2.58% [1] - The total market capitalization of Bubugao is 14.304 billion CNY [1] - The stock has appeared on the "龙虎榜" (a trading list) ten times this year, with the most recent appearance on September 9, where it recorded a net buy of -51.528 million CNY [1] Group 2: Financial Performance - For the period from January to September 2025, Bubugao achieved a revenue of 3.201 billion CNY, representing a year-on-year growth of 26.45%, while the net profit attributable to shareholders decreased by 88.83% to 226 million CNY [2] - The company has distributed a total of 1.677 billion CNY in dividends since its A-share listing, with no dividends paid in the last three years [3] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders of Bubugao increased by 95% to 172,500, while the average circulating shares per person decreased by 27.06% to 12,476 shares [2] - The Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders [3] Group 4: Business Overview - Bubugao operates in the retail sector, specifically in general retail and supermarkets, with its main business revenue composition being 64.34% from supermarkets, 27.44% from other businesses, 6.01% from department stores, and 2.21% from logistics and advertising [1][2]

Core Insights - The logistics capabilities in Zigong have significantly improved with the simultaneous operation of two major logistics parks, enhancing the daily processing capacity to over 5 million packages and integrating smart and cold chain logistics [1][3][6] Group 1: Operational Efficiency - The YTO Express Sichuan (Zigong) Intelligent Innovation Park features a fully automated sorting system, increasing unloading efficiency from 1,500-2,000 packages per hour to 4,500 packages per hour, with a sorting line speed of 3 meters per second [3] - Real-time tracking and management of 34 loading points have improved operational efficiency, with reduced damage and mis-sorting rates [3] Group 2: Cold Chain Innovations - The Shudao Logistics Zigong Park includes a 20,000-ton multi-temperature intelligent cold storage, which operates quietly and efficiently, reducing energy consumption by over 20% compared to traditional cold storage [4][5] - The park employs an AI temperature control system for precise monitoring and has implemented a rainwater collection system for irrigation, while also preparing for future solar power generation [5] Group 3: Market Potential and Support - Zigong's logistics landscape is bolstered by 23 A-level logistics companies and a high demand for local products, with over 40 million packages shipped annually, providing ample opportunities for YTO's smart sorting and Shudao's cold chain services [6] - Local government policies support the development of a regional logistics center, enhancing the collaboration between logistics companies and the postal management bureau [6]

11月21日，中集车辆盘中下跌2.01%，截至10:34，报9.75元/股，成交5466.79万元，换手率0.38%，总市 值182.73亿元。 资金流向方面，主力资金净流出937.72万元，大单买入473.49万元，占比8.66%，卖出1411.21万元，占 比25.81%。 机构持仓方面，截止2025年9月30日，中集车辆十大流通股东中，大成高鑫股票A（000628）位居第六 大流通股东，持股2505.78万股，相比上期减少502.89万股。 责任编辑：小浪快报 中集车辆所属申万行业为：汽车-商用车-商用载货车。所属概念板块包括：冷链物流、中盘、新能源 车、融资融券、华为概念等。 截至9月30日，中集车辆股东户数2.98万，较上期减少16.07%；人均流通股48786股，较上期增加 19.17%。2025年1月-9月，中集车辆实现营业收入150.12亿元，同比减少5.13%；归母净利润6.22亿元， 同比减少26.23%。 分红方面，中集车辆A股上市后累计派现26.64亿元。近三年，累计派现16.55亿元。 中集车辆今年以来股价涨11.17%，近5个交易日跌4.79%，近20日涨2.20%，近60日涨9. ...

资金流向方面，主力资金净流出1412.94万元，特大单买入1077.78万元，占比3.22%，卖出1463.57万 元，占比4.37%；大单买入5903.05万元，占比17.62%，卖出6930.20万元，占比20.69%。 11月21日，步步高（维权）盘中下跌2.03%，截至10:14，报5.30元/股，成交3.35亿元，换手率2.87%， 总市值142.50亿元。 步步高今年以来股价涨34.18%，近5个交易日跌9.71%，近20日跌7.34%，近60日涨9.05%。 分红方面，步步高A股上市后累计派现16.77亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，步步高十大流通股东中，香港中央结算有限公司退出十大流通股 东之列。 责任编辑：小浪快报 步步高所属申万行业为：商贸零售-一般零售-超市。所属概念板块包括：新零售、REITs概念、社区团 购、统一大市场、冷链物流等。 截至9月30日，步步高股东户数17.25万，较上期增加95.00%；人均流通股12476股，较上期减少 27.06%。2025年1月-9月，步步高实现营业收入32.01亿元，同比增长26.45%；归母净利润2. ...

来源：新浪证券-红岸工作室 11月20日，中集车辆跌1.68%，成交额1.26亿元，换手率0.87%，总市值186.48亿元。 异动分析 统一大市场+氢能源+冷链物流+高端装备+华为概念 1、公司作为全球排名第一的半挂车生产企业， 在全球主要民用领域的主要市场，包括中国、北美、欧 洲及其他地区开展 7大类的半挂车生产与销售及售后市场服务，主要应用场景为道路物流运输。同时也 是知名的冷藏厢式车厢体的制造企业。公司生产的冷藏车产品，凭借出色可靠的产品品质，在冷链物流 运输、冷藏生鲜配送、生物制药及疫苗运输场景中被客户应用。 2、2023年12月1日互动易回复：氢能源方面，本公司根据客户需求已推出氢能源冷藏车厢体产品。 3、公司属于专用汽车制造行业，是全球销量排名第一的半挂车生产企业 ，亦是中国领先的专用车上装 和冷藏厢式车厢体生产企业。公司生产的冷藏车产品，凭借出色可靠的产品品质，在冷链物流运输、冷 藏生鲜配送、生物制药及疫苗运输场景中被客户应用。 4、公司是全球领先的半挂车及专用车高端制造企业、全球销量排名第一的半挂车生产企业，在全球主 要市场开展七大类半挂车的生产、销售和售后市场服务。 5、公司旗下凌宇汽车于 ...

Core Viewpoint - The stock of Jia Shitang has shown a mixed performance in recent trading sessions, with a year-to-date increase of 19.45% but a slight decline in the last five days, indicating potential volatility in investor sentiment [1][2]. Group 1: Stock Performance - On November 20, Jia Shitang's stock rose by 2.01%, reaching 15.23 CNY per share, with a trading volume of 63.68 million CNY and a turnover rate of 1.46%, resulting in a total market capitalization of 4.443 billion CNY [1]. - Year-to-date, Jia Shitang's stock has increased by 19.45%, with a 1.10% decline over the last five trading days, a 7.78% increase over the last 20 days, and a 4.75% 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 May 8, where it recorded a net buy of -534.52 million CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Jia Shitang reported operating revenue of 14.459 billion CNY, a year-on-year decrease of 21.80%, and a net profit attributable to shareholders of 141 million CNY, down 38.81% year-on-year [2]. - Since its A-share listing, Jia Shitang has distributed a total of 874 million CNY in dividends, with 216 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, Jia Shitang had 22,700 shareholders, an increase of 3.39% from the previous period, with an average of 12,814 circulating shares per shareholder, a decrease of 3.28% [2]. Group 4: Industry Classification - Jia Shitang is classified under the Shenwan industry as part of the pharmaceutical and biological sector, specifically in pharmaceutical commerce and distribution, with involvement in various concept sectors including small-cap stocks, pharmaceutical e-commerce, cold chain logistics, and medical devices [2].

Core Viewpoint - CIMC Group's stock price has shown fluctuations, with a current price of 8.56 CNY per share, reflecting a year-to-date increase of 12.69% and a recent 5-day increase of 5.29% [1] Group 1: Financial Performance - For the period from January to September 2025, CIMC Group reported a revenue of 117.06 billion CNY, representing a year-on-year decrease of 9.23% [2] - The net profit attributable to shareholders for the same period was 1.566 billion CNY, down 14.35% year-on-year [2] - Cumulatively, CIMC Group has distributed a total of 18.638 billion CNY in dividends since its A-share listing, with 2.033 billion CNY distributed over the last three years [3] Group 2: Shareholder Information - As of September 30, 2025, CIMC Group had 115,900 shareholders, a decrease of 13% from the previous period [2] - The average number of circulating shares per shareholder increased by 14.94% to 19,866 shares [2] - The eighth largest circulating shareholder is the Southern CSI 500 ETF, holding 26.7752 million shares, which is a decrease of 561,400 shares compared to the previous period [3] Group 3: Business Segments - CIMC Group's main business segments include container manufacturing (28.57%), logistics services (17.85%), energy, chemical and liquid food equipment (17.10%), road transport vehicles (12.82%), and marine engineering (10.53%) [1]