来源：新浪证券-红岸工作室 11月25日，安联锐视涨0.43%，成交额1.12亿元，换手率2.45%，总市值48.74亿元。 异动分析 安防+智慧城市+人脸识别+人工智能+人民币贬值受益 1、公司自成立以来专注于安防视频监控产品软硬件的研发、生产与销售，是我国安防视频监控产品的 重要制造商之一。 公司经营以 ODM 模式为主，产品外销率高，以北美、欧洲、亚洲市场为主。 2、2025年6月27日互动易：公司积极布局智慧城市领域，结合云端应用开发，提供场景化解决方案。目 前，公司已规划适用于智慧城市场景的多条产品线。 3、2025年4月23日互动易，公司在人脸识别技术上已有成熟的产品。 4、公司自主研发了监控行业的人工智能 AI 技术应用，如人脸识别技术、人形侦测技术、车型侦测技 术。 区间今日近3日近5日近10日近20日主力净流入1188.49万1521.06万300.69万1.13亿1.36亿 主力持仓 主力轻度控盘，筹码分布较为分散，主力成交额1.58亿，占总成交额的16.93%。 技术面：筹码平均交易成本为60.55元 5、根据2024年年报，公司海外营收占比为92.33%，受益于人民币贬值。 (免责声明 ...

11月25日，虹软科技盘中上涨2.01%，截至10:41，报49.19元/股，成交2.48亿元，换手率1.27%，总市值 197.34亿元。 资金流向方面，主力资金净流出880.78万元，特大单买入2046.15万元，占比8.24%，卖出2159.79万元， 占比8.69%；大单买入4495.59万元，占比18.10%，卖出5262.73万元，占比21.18%。 虹软科技今年以来股价涨29.14%，近5个交易日涨6.33%，近20日跌8.92%，近60日跌7.29%。 截至9月30日，虹软科技股东户数2.29万，较上期增加13.85%；人均流通股17513股，较上期减少 12.16%。2025年1月-9月，虹软科技实现营业收入6.28亿元，同比增长9.39%；归母净利润1.42亿元，同 比增长60.51%。 分红方面，虹软科技A股上市后累计派现6.13亿元。近三年，累计派现3.87亿元。 机构持仓方面，截止2025年9月30日，虹软科技十大流通股东中，香港中央结算有限公司位居第九大流 通股东，持股324.52万股，为新进股东。泰信中小盘精选混合（290011）、金鹰科技创新股票A （001167）退出十大流通 ...

来源：新浪证券-红岸工作室 11月24日，森赫股份涨1.77%，成交额2240.63万元，换手率1.11%，总市值30.68亿元。 异动分析 新型城镇化+中俄贸易概念+一带一路+物联网+人脸识别 1、2023年3月15日互动易回复：公司GRPS乘客电梯、GRE自动扶梯、GRM自动人行道系列产品结合 SICE物联网云服务平台，为新型城镇化建设提供产品及服务。 今日主力净流入-74.29万，占比0.03%，行业排名85/197，连续3日被主力资金减仓；所属行业主力净流 入-5.04亿，连续3日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-74.29万-238.64万-482.07万-562.33万-3727.74万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额488.14万，占总成交额的3.55%。 技术面：筹码平均交易成本为11.77元 2、公司海外客户主要集中于孟加拉国、俄罗斯（远东地区）、科威特、乌兹别克斯坦、墨西哥等国 家，其中孟加拉国、俄罗斯和科威特为公司最主要的国外销售地区。 3、公司持股49%的Turkmenistan Sicher在土库曼斯坦从事电梯制造及销售；公司积极 ...

Core Insights - Newland Digital Technology Co., Ltd. has seen a stock price increase of 30.62% year-to-date, with a recent trading price of 25.78 CNY per share as of November 24 [1][2] - The company reported a revenue of 6.244 billion CNY for the first nine months of 2025, reflecting a year-on-year growth of 12.04%, and a net profit of 918 million CNY, also up by 12.15% [2] Financial Performance - As of November 24, Newland's market capitalization stands at 26.118 billion CNY, with a trading volume of 171 million CNY and a turnover rate of 0.66% [1] - The company has experienced a decline in stock price over the last five days (down 0.54%), twenty days (down 5.53%), and sixty days (down 15.45%) [1] - Newland has made a total of 2.694 billion CNY in dividends since its A-share listing, with 1.062 billion CNY distributed in the last three years [2] Shareholder Information - As of September 30, 2025, Newland has 70,500 shareholders, an increase of 3.69% from the previous period, with an average of 14,292 shares held per shareholder, down by 3.56% [2][3] - The second-largest shareholder is Hong Kong Central Clearing Limited, holding 34.9898 million shares, an increase of 10.6021 million shares from the previous period [3]

豆神教育所属申万行业为：社会服务-教育-教育运营及其他。所属概念板块包括：DeepSeek概念、网络 安全、人脸识别、财税信息化、人工智能等。 截至9月30日，豆神教育股东户数10.05万，较上期增加7.62%；人均流通股16547股，较上期减少 7.08%。2025年1月-9月，豆神教育实现营业收入7.76亿元，同比增长39.36%；归母净利润9177.18万元， 同比减少17.23%。 分红方面，豆神教育A股上市后累计派现1.56亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，豆神教育十大流通股东中，香港中央结算有限公司位居第八大流 通股东，持股1990.65万股，相比上期减少47.79万股。博时恒乐债券A（014846）位居第十大流通股 东，持股1138.97万股，为新进股东。 责任编辑：小浪快报 11月24日，豆神教育（维权）盘中上涨2.04%，截至10:25，报6.51元/股，成交1.27亿元，换手率 1.18%，总市值134.54亿元。 资金流向方面，主力资金净流出1660.17万元，特大单买入260.76万元，占比2.05%，卖出1497.90万元， 占比11.80% ...

Core Insights - The stock price of Hongsoft Technology increased by 2.01% on November 21, reaching 46.13 CNY per share, with a total market capitalization of 18.506 billion CNY [1] - The company has seen a year-to-date stock price increase of 21.10%, but a decline of 11.71% over the past 20 days [1] Financial Performance - For the period from January to September 2025, Hongsoft Technology reported a revenue of 628 million CNY, representing a year-on-year growth of 9.39%, and a net profit attributable to shareholders of 142 million CNY, which is a 60.51% increase compared to the previous year [2] - The company has distributed a total of 613 million CNY in dividends since its A-share listing, with 387 million CNY distributed over the last three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 13.85% to 22,900, while the average circulating shares per person decreased by 12.16% to 17,513 shares [2] - Hong Kong Central Clearing Limited is now the ninth largest circulating shareholder, holding 3.2452 million shares as a new entrant, while previous shareholders such as Taixin Small and Medium Cap Selected Mixed Fund and Golden Eagle Technology Innovation Stock A have exited the top ten [3] Business Overview - Hongsoft Technology, established on February 25, 2003, specializes in the research and application of visual artificial intelligence technology, providing comprehensive solutions for smart devices including smartphones, smart cars, and IoT [1] - The company's revenue composition includes 82.69% from mobile intelligent terminal visual solutions, 15.76% from smart cars and other AIoT devices, and 1.55% from other sources [1]

来源：新浪证券-红岸工作室 11月18日，森赫股份跌0.66%，成交额3201.43万元，换手率1.51%，总市值32.12亿元。 异动分析 新型城镇化+中俄贸易概念+一带一路+物联网+人脸识别 1、2023年3月15日互动易回复：公司GRPS乘客电梯、GRE自动扶梯、GRM自动人行道系列产品结合 SICE物联网云服务平台，为新型城镇化建设提供产品及服务。 2、公司海外客户主要集中于孟加拉国、俄罗斯（远东地区）、科威特、乌兹别克斯坦、墨西哥等国 家，其中孟加拉国、俄罗斯和科威特为公司最主要的国外销售地区。 3、公司持股49%的Turkmenistan Sicher在土库曼斯坦从事电梯制造及销售；公司积极响应国家"一带一 路"倡议，产品销往孟加拉国、科威特、墨西哥等国家和地区。 4、2021年9月15日互动易回复：公司通过电梯物联网平台，对电梯的运行信号、状态、故障数据进行监 测和采集，运用大数据、云计算技术，实现电梯远程监控、维保管理、使用管理、安全预警、应急处置 等功能。 5、据招股说明书：公司在新旧产业融合过程中，研发生物特征识别（语音识别、人脸识别、指纹识 别）、基于物联网实现远程呼梯、二维码识别等新技 ...

11月14日，思特威盘中下跌2.05%，截至09:35，报95.10元/股，成交4278.71万元，换手率0.14%，总市 值382.15亿元。 资金流向方面，主力资金净流出854.07万元，特大单买入142.87万元，占比3.34%，卖出200.69万元，占 比4.69%；大单买入879.47万元，占比20.55%，卖出1675.71万元，占比39.16%。 思特威今年以来股价涨22.60%，近5个交易日跌5.80%，近20日跌6.28%，近60日涨0.28%。 资料显示，思特威(上海)电子科技股份有限公司位于上海市闵行区田林路889号科技绿洲四期8号楼，成 立日期2017年4月13日，上市日期2022年5月20日，公司主营业务涉及高性能CMOS图像传感器芯片的研 发、设计和销售。主营业务收入构成为：芯片销售100.00%。 思特威所属申万行业为：电子-半导体-数字芯片设计。所属概念板块包括：智能交通、机器视觉、传感 器、智能穿戴、人脸识别等。 截至9月30日，思特威股东户数1.83万，较上期增加38.46%；人均流通股17619股，较上期减少27.78%。 2025年1月-9月，思特威实现营业收入63.1 ...

Core Viewpoint - The stock of Yuyin Co., Ltd. has experienced fluctuations, with a year-to-date increase of 56.40%, but recent declines in the short term raise concerns about its performance [1][2]. Financial Performance - For the period from January to September 2025, Yuyin Co., Ltd. reported a revenue of 44.46 million yuan, a year-on-year decrease of 13.30%, and a net profit attributable to shareholders of 11.69 million yuan, down 6.92% year-on-year [2]. - The company has distributed a total of 134 million yuan in dividends since its A-share listing, with 14.46 million yuan distributed over the past three years [3]. Stock Market Activity - As of November 12, the stock price was 7.03 yuan per share, with a market capitalization of 5.351 billion yuan. The stock has seen a trading volume of 1.29 billion yuan and a turnover rate of 2.70% [1]. - The stock has appeared on the "Dragon and Tiger List" 20 times this year, with the most recent appearance on August 27, where it recorded a net buy of -34 million yuan [1]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 12.20% to 138,900, while the average circulating shares per person increased by 13.89% to 4,857 shares [2]. - The second-largest circulating shareholder is the Southern CSI Real Estate ETF, holding 9.6173 million shares, a decrease of 97,100 shares from the previous period [3]. Business Overview - Yuyin Co., Ltd. is primarily engaged in the intelligent financial equipment industry, with 93.42% of its revenue coming from operating leases and 6.58% from ATM technology and financial services [1].

Core Viewpoint - The stock of Sitwei (Shanghai) Electronic Technology Co., Ltd. has experienced fluctuations, with a recent decline of 2.00% and a total market capitalization of 39.09 billion yuan. The company has shown a year-to-date stock price increase of 25.41% but has faced a decline in the last five trading days [1]. Company Overview - Sitwei was established on April 13, 2017, and went public on May 20, 2022. The company specializes in the research, design, and sales of high-performance CMOS image sensor chips, with 100% of its revenue derived from chip sales [1]. - The company is categorized under the electronic-semiconductor-digital chip design industry and is involved in sectors such as intelligent transportation, sensors, drones, large fund concepts, and facial recognition [1]. Financial Performance - For the period from January to September 2025, Sitwei reported a revenue of 6.317 billion yuan, reflecting a year-on-year growth of 50.14%. The net profit attributable to shareholders reached 699 million yuan, marking a significant increase of 155.99% [2]. - Since its A-share listing, Sitwei has distributed a total of 126 million yuan in dividends [3]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 38.46% to 18,300, with an average of 17,619 circulating shares per person, a decrease of 27.78% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 4.8608 million shares, and several ETFs that have seen changes in their holdings [3].