Core Viewpoint - The company, Jieban Technology, is experiencing growth in its liquid cooling server business and has significant reliance on major clients like Foxconn and Apple, while also benefiting from the depreciation of the Chinese yuan. Group 1: Company Performance - Jieban Technology's stock increased by 0.49% with a trading volume of 297 million yuan and a market capitalization of 8.24 billion yuan [1] - The company reported a revenue of 962 million yuan for the period from January to September 2025, representing a year-on-year growth of 62.04%, while the net profit attributable to shareholders was a loss of 12.58 million yuan, a decrease of 1762.51% [7] - The company has distributed a total of 43.24 million yuan in dividends since its A-share listing [8] Group 2: Client and Revenue Dependency - The company's liquid cooling server business is progressing as planned, but specific project details cannot be disclosed due to confidentiality agreements [2] - Major clients include Foxconn, Quanta Computer, Compal Electronics, and BYD, with sales to Foxconn accounting for 35.58%, 36.85%, and 39.52% of revenue in recent periods [2] - A significant portion of the company's products is used in Apple's laptops and tablets, with sales to Apple products making up 85.22%, 77.95%, and 81.27% of revenue [2] Group 3: Market and Financial Analysis - The company's overseas revenue accounted for 67.79% of total revenue, benefiting from the depreciation of the yuan [3] - The average trading cost of the company's shares is 112.83 yuan, with the stock price nearing a support level of 110.45 yuan [6] - The main capital inflow for the stock today was 2.14 million yuan, with a net inflow of 14.67 billion yuan in the industry, indicating no clear trend in capital movement [4][5] Group 4: Shareholder Composition - As of September 30, 2025, the top ten circulating shareholders include several new institutional investors, with notable holdings from various funds [9]

Core Viewpoint - The company, Zhejiang Zhongyin Fashion Co., Ltd., is experiencing fluctuations in stock performance and is involved in various business segments including fashion product design and supply chain integration. Group 1: Company Overview - Zhejiang Zhongyin Fashion Co., Ltd. was established on October 21, 2011, and went public on October 29, 2020. The company is primarily engaged in creative design, focusing on footwear design and supply chain integration services [7]. - The revenue composition of the company includes 77.12% from supply chain integration, 6.93% from footwear production, 6.61% from design services, 4.59% from brand operation, and 1.46% from cultural tourism services [7]. - As of December 19, the number of shareholders is 7,700, a decrease of 1.28% from the previous period, with an average of 31,168 circulating shares per person, an increase of 1.30% [7]. Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 264 million yuan, a year-on-year decrease of 8.48%, while the net profit attributable to the parent company was -12.32 million yuan, indicating a significant loss [7]. - The company has distributed a total of 83.33 million yuan in dividends since its A-share listing, with 59.33 million yuan distributed over the past three years [9]. Group 3: Market Activity - On December 30, the stock price of Zhongyin Fashion fell by 1.28%, with a trading volume of 37.61 million yuan and a turnover rate of 0.97%, resulting in a total market capitalization of 3.9 billion yuan [1]. - The main capital inflow for the day was 1.12 million yuan, accounting for 0.03% of the total, with the industry ranking at 18 out of 60 [4]. Group 4: Business Strategy and Innovations - In response to national policies supporting the development of the western region, the company established a footwear production base in Xinjiang in 2021 [2]. - The company has a significant overseas revenue share of 83.07%, benefiting from the depreciation of the RMB [3]. - The company is involved in advanced technologies related to virtual digital humans and multi-modal AI, with its subsidiary, Xinchangyuan Technology, developing products that support AIGC multi-modal content generation [3].

来源：新浪证券-红岸工作室 12月30日，海利得跌0.17%，成交额8384.63万元，换手率1.67%，总市值68.57亿元。 异动分析 中俄贸易概念+光伏概念+一带一路+长三角一体化+人民币贬值受益 1、公司在互动易平台表示与俄罗斯、阿联酋和白俄罗斯均有贸易往来。 2、2024年年报，公司以前瞻性视角布局光伏新能源行业，基于涂层材料技术平台，成功研发出光伏反 射膜材料， 目前光伏反射膜材料已完成第 III 代技术迭代，性能指标达到国际领先水平。 3、2023年3月3日互动易回复：公司积极响应国家"一带一路"号召，并结合自身战略需求在越南投资建 厂。 4、公司注册地址为浙江省嘉兴市，主营业务为从事涤纶工业长丝、灯箱广告材料、帘子布的研发、生 产和销售 5、根据2024年年报，公司海外营收占比为63.34%，受益于人民币贬值。 (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-530.49万，占比0.06%，行业排名18/28，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入-1.98亿，当前无连续增减仓现象，主力趋势不明显。 区间今日近 ...

Core Viewpoint - The company, 美好医疗, has shown significant stock performance with an 8.30% increase in share price, reaching a market capitalization of 14.245 billion yuan, driven by developments in its product lines and market positioning [1]. Group 1: Business Developments - The company has signed orders for weight loss product pens and has initiated the construction of automated production lines, expected to be operational next year [2]. - 美好医疗 focuses on the medical device sector, providing CDMO and CRO services to top global medical device clients and market leaders [2]. - The company is collaborating with clients in the brain-computer interface sector to enhance product commercialization from laboratory research to mass production, although current revenue from this segment is minimal [2]. Group 2: Financial Performance - In the first nine months of 2025, the company reported revenue of 1.194 billion yuan, reflecting a year-on-year growth of 3.28%, while net profit attributable to shareholders decreased by 19.25% to 208 million yuan [8]. - The company's overseas revenue accounted for 86.64% of total revenue, benefiting from the depreciation of the yuan [3]. Group 3: Shareholder and Market Activity - As of December 19, the number of shareholders decreased by 1.74% to 15,300, with an average of 24,335 shares held per shareholder, which increased by 1.77% [7]. - The stock has seen a net inflow of 50.5154 million yuan today, with a slight increase in main shareholder control, indicating a mixed trend in market sentiment [4][5].

Core Viewpoint - The company, Suzhou Ousheng Electric Co., Ltd., is experiencing a decline in stock price and trading volume, while its business is benefiting from the depreciation of the Renminbi and its focus on air-powered and cleaning equipment [1][3]. Group 1: Company Overview - Suzhou Ousheng Electric Co., Ltd. specializes in the research, production, and sales of air-powered and cleaning equipment, with main products including small air compressors, wet and dry vacuum cleaners, household floor washers, and industrial fans [2][7]. - The company was established on September 25, 2009, and went public on April 22, 2022 [7]. - As of October 10, the number of shareholders is 13,400, an increase of 0.72% from the previous period, with an average of 4,966 circulating shares per person, a decrease of 0.71% [7]. Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.454 billion yuan, representing a year-on-year growth of 11.30%, while the net profit attributable to shareholders decreased by 29.34% to 130 million yuan [7]. - The company's overseas revenue accounts for 99.08%, benefiting from the depreciation of the Renminbi [3]. Group 3: Product and Market Strategy - The company has developed snow removal machines and warm air machines to cater to seasonal demands, ensuring safety and comfort during winter [2]. - Currently, the company's products are primarily sold through international e-commerce platforms like Amazon, with no sales reported on other platforms as of December 17, 2024 [2]. Group 4: Shareholder and Market Activity - The company has distributed a total of 581 million yuan in dividends since its A-share listing, with 489 million yuan distributed over the past three years [8]. - As of September 30, 2025, significant shareholders include Ping An Advanced Manufacturing Theme Stock Fund and Hong Kong Central Clearing Limited, both of which are new entrants among the top ten circulating shareholders [8].

来源：新浪证券-红岸工作室 12月29日，开创电气跌1.26%，成交额8706.57万元，换手率3.42%，总市值55.55亿元。 异动分析 锂电池概念+人民币贬值受益+专精特新+跨境电商 1、据2024年5月8日互动易：2023 年公司开发锂电新产品 20 款，受到博世、Harbor Freight Tools 等客户 的认可。公司目前锂电产品的销售占比，不到总销售收入的 10%，还有很大的提升空间。谢谢！ 2、根据2024年年报，公司海外营收占比为91.85%，受益于人民币贬值。 3、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部国家级专 精特新小巨人企业名单。 4、根据2025年7月4日互动易：公司于2018年开始布局电商业务。先后在金华、杭州、深圳成立跨境电 商公司，通过亚马逊及其他电商平台推广及销售公司自主品牌电动工具及其他品类产品。2024年公司线 上销售收入同比增长58.64%。 ...

来源：新浪证券-红岸工作室 12月29日，星徽股份涨1.56%，成交额8971.93万元，换手率3.90%，总市值29.85亿元。 异动分析 跨境电商+人民币贬值受益+无线耳机+家用电器+消费电子概念 1、2024年4月16日互动易：公司跨境电商业务板块在售的产品包含小家电品类，产品有香薰机、咖啡 机、空气炸锅、奶泡机等，主要在海外销售。 2、根据2024年年报，公司海外营收占比为67.99%，受益于人民币贬值。 3、2019年11月18日公司在互动平台称：公司音频产品的主要品牌是TaoTronics，TWS技术现已普遍应 用于公司蓝牙耳机产品，年销售额达数千万美金 4、根据2022年半年报，公司智能家电类产品实现销售收入 2.40 亿元，占公司电商业务收入 37.14%。 5、广东星徽精密制造股份有限公司的主营业务是精密金属连接件的研发、生产、销售和自有品牌的智 能小家电类、电脑手机周边类、电源类、家私类等消费电子产品的研发、设计、销售。公司主要产品是 滑轨、铰链、拉篮、水槽、水龙头、智能小家电类、电脑手机周边类、电源类、家私类。 (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 ...

Core Viewpoint - The company, YN Technology, focuses on the photovoltaic power generation sector, particularly in distributed photovoltaic systems and energy storage solutions, with a significant portion of its revenue coming from overseas markets due to the depreciation of the RMB [2][4]. Group 1: Company Overview - YN Technology specializes in the research, production, and sales of component-level power electronic devices for distributed photovoltaic power generation systems, including micro-inverters and energy communication systems [2][8]. - The company was established on March 24, 2010, and went public on June 8, 2022, with its headquarters located in Jiaxing, Zhejiang Province [8]. - The revenue composition of YN Technology includes micro-inverters and energy communication products (54.95%), commercial energy storage systems (29.14%), intelligent control disconnectors (8.94%), and other products (3.89%) [8]. Group 2: Financial Performance - As of September 30, the company reported a revenue of 943 million yuan for the first nine months of 2025, a year-on-year decrease of 38.48%, and a net profit attributable to shareholders of 66.48 million yuan, down 55.52% year-on-year [9]. - The company has distributed a total of 349 million yuan in dividends since its A-share listing [9]. Group 3: Market Position and Trends - YN Technology's distributed photovoltaic power station business has achieved a grid-connected capacity of over 60 MW, including notable projects like the 25 MW photovoltaic power station at the Nanjing International Expo Center [3]. - The company has successfully entered the mass production phase for its single-phase household energy storage products, which are now being sold in European and American markets [2][3]. - The overseas revenue accounted for 66.03% of total revenue, benefiting from the depreciation of the RMB [4]. Group 4: Technical Analysis - The average trading cost of the company's shares is 57.15 yuan, with the stock price currently near a resistance level of 52.57 yuan, indicating potential for upward movement if this level is surpassed [7].

12月26日，赤峰黄金涨1.51%，成交额13.24亿元，换手率2.46%，总市值613.26亿元。 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 来源：新浪证券-红岸工作室 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额5.12亿，占总成交额的6.52%。 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。 2、公司的主营业务是黄金、有色金属采选业务。公司的主要产品为黄金、电解铜等贵金属、有色金 属。 3、公司位于老挝的万象矿业目前主要从事铜矿开采和冶炼。 4、根据2024年年报，公司海外营收占比为69.11%，受益于人民币贬值。 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 ...

来源：新浪证券-红岸工作室 12月26日，好上好跌0.90%，成交额1.83亿元，换手率3.73%，总市值88.15亿元。 异动分析 存储芯片+MCU芯片+星闪概念+芯片概念+人民币贬值受益 1、2023年6月1日互动易回复：公司代理的产品主要包括SoC芯片、无线芯片及模块、电源及功率器 件、模拟/数字器件、存储器等主动元器件，存储器业务是公司主要业务的方向之一。 2、根据2023年3月7日互动易，公司主要向消费电子、物联网、照明、工业及汽车领域等应用领域的电 子产品制造商销售电子元器件，并提供产品方案和技术支持，其中有部分产品为MCU芯片。 3、根据星闪联盟官网显示，公司全资子公司天午科技为星闪联盟会员。 (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-1178.78万，占比0.06%，行业排名20/33，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入7709.50万，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入-1178.78万529.90万-1765.38万-5856.00万-1.29亿 ...