9月30日，和远气体盘中下跌2.03%，截至09:53，报35.76元/股，成交6402.03万元，换手率1.10%，总市 值75.74亿元。 资金流向方面，主力资金净流入350.21万元，特大单买入205.77万元，占比3.21%，卖出0.00元，占比 0.00%；大单买入1013.01万元，占比15.82%，卖出868.57万元，占比13.57%。 和远气体今年以来股价涨92.78%，近5个交易日涨13.96%，近20日涨38.02%，近60日涨59.29%。 今年以来和远气体已经1次登上龙虎榜，最近一次登上龙虎榜为9月8日。 和远气体所属申万行业为：基础化工-化学制品-其他化学制品。所属概念板块包括：氢能源、太阳能、 燃料电池、有机硅、特种气体等。 截至9月20日，和远气体股东户数9208.00，较上期增加2.06%；人均流通股17485股，较上期减少 2.02%。2025年1月-6月，和远气体实现营业收入8.06亿元，同比增长4.36%；归母净利润4917.29万元， 同比增长12.43%。 分红方面，和远气体A股上市后累计派现1.06亿元。近三年，累计派现5824.70万元。 机构持仓方面，截止20 ...

9月29日，三孚股份盘中上涨2.03%，截至11:23，报14.05元/股，成交2417.74万元，换手率0.45%，总市 值53.76亿元。 资金流向方面，主力资金净流入153.72万元，大单买入373.62万元，占比15.45%，卖出219.90万元，占 比9.10%。 截至6月30日，三孚股份股东户数2.48万，较上期减少4.99%；人均流通股15447股，较上期增加5.25%。 2025年1月-6月，三孚股份实现营业收入10.08亿元，同比增长11.18%；归母净利润3845.84万元，同比减 少5.60%。 分红方面，三孚股份A股上市后累计派现2.24亿元。近三年，累计派现1.02亿元。 责任编辑：小浪快报 今年以来三孚股份已经3次登上龙虎榜，最近一次登上龙虎榜为4月21日。 资料显示，唐山三孚硅业股份有限公司位于河北省唐山市南堡开发区希望路512号，成立日期2006年10 月20日，上市日期2017年6月28日，公司主营业务涉及三氯氢硅及氢氧化钾等精细化工产品的研发、生 产和销售。主营业务收入构成为：钾系列56.54%，硅烷偶联剂26.33%，硅系列14.39%，其他2.74%。 三孚股份所属申万 ...

9月24日，新亚强盘中上涨2.00%，截至11:28，报15.80元/股，成交2717.77万元，换手率0.55%，总市值 49.89亿元。 资金流向方面，主力资金净流入85.99万元，特大单买入105.26万元，占比3.87%，卖出0.00元，占比 0.00%；大单买入331.35万元，占比12.19%，卖出350.62万元，占比12.90%。 截至6月30日，新亚强股东户数3.80万，较上期增加136.64%；人均流通股8319股，较上期减少57.74%。 2025年1月-6月，新亚强实现营业收入3.21亿元，同比减少18.58%；归母净利润5901.29万元，同比减少 27.75%。 分红方面，新亚强A股上市后累计派现7.35亿元。近三年，累计派现4.94亿元。 责任编辑：小浪快报 今年以来新亚强已经5次登上龙虎榜，最近一次登上龙虎榜为8月15日。 资料显示，新亚强硅化学股份有限公司位于江苏省宿迁生态化工科技产业园扬子路2号，成立日期2009 年11月13日，上市日期2020年9月1日，公司主营业务涉及有机硅精细化学品研发、生产及销售。主营业 务收入构成为：功能性助剂85.50%，苯基氯硅烷10.41% ...

截至6月30日，大全能源股东户数3.51万，较上期减少2.64%；人均流通股15763股，较上期增加2.71%。 2025年1月-6月，大全能源实现营业收入14.70亿元，同比减少67.93%；归母净利润-11.47亿元，同比减 少71.10%。 分红方面，大全能源A股上市后累计派现97.43亿元。近三年，累计派现85.88亿元。 今年以来大全能源已经1次登上龙虎榜，最近一次登上龙虎榜为7月2日，当日龙虎榜净买入5996.38万 元；买入总计1.40亿元 ，占总成交额比15.33%；卖出总计7958.62万元 ，占总成交额比8.74%。 资料显示，新疆大全新能源股份有限公司位于新疆石河子市经济开发区化工新材料产业园北二十路66 号，成立日期2011年2月22日，上市日期2021年7月22日，公司主营业务涉及从事高纯多晶硅的研发、制 造与销售。主营业务收入构成为：高纯多晶硅97.95%，副产品及其他2.05%。 大全能源所属申万行业为：电力设备-光伏设备-硅料硅片。所属概念板块包括：多晶硅、有机硅、大 盘、光伏玻璃、太阳能等。 9月24日，大全能源盘中上涨2.04%，截至11:19，报27.97元/股，成交2. ...

资料显示，广东德联集团股份有限公司位于广东省佛山市南海区狮山镇松岗虹岭二路386号，成立日期 1992年1月24日，上市日期2012年3月27日，公司主营业务涉及汽车精细化学品的生产和销售、汽车销售 和售后维修服务。主营业务收入构成为：汽车精细化学品51.20%，汽车销售与维修41.99%，其他 5.76%，电镀中间体1.04%。 德联集团所属申万行业为：基础化工-化学制品-其他化学制品。所属概念板块包括：汽车后市场、小 盘、低价、有机硅、储能等。 截至8月8日，德联集团股东户数3.21万，较上期增加0.38%；人均流通股15574股，较上期减少0.38%。 2025年1月-6月，德联集团实现营业收入25.96亿元，同比增长17.23%；归母净利润5935.85万元，同比增 长17.68%。 分红方面，德联集团A股上市后累计派现6.54亿元。近三年，累计派现4967.70万元。 机构持仓方面，截止2025年6月30日，德联集团十大流通股东中，华夏磐益一年定开混合（010695）位 居第六大流通股东，持股451.32万股，相比上期减少53.16万股。 9月23日，德联集团盘中下跌2.08%，截至09:38，报5 ...

Company Overview - Jin Yinhe is located in Foshan, Guangdong Province, and was established on January 29, 2002, with its listing date on March 1, 2017 [1] - The company specializes in high-end equipment manufacturing, including new energy equipment and chemical new material equipment [1] - The main business revenue composition includes: lithium battery production equipment (50.40%), organic silicon products (20.32%), organic silicon production equipment (18.68%), lithium mica comprehensive utilization products (9.27%), and others (1.33%) [1] Stock Performance - As of September 22, Jin Yinhe's stock price increased by 2.01% to 35.04 CNY per share, with a trading volume of 128 million CNY and a turnover rate of 2.55%, resulting in a total market capitalization of 6.097 billion CNY [1] - Year-to-date, the stock price has risen by 89.41%, with a recent decline of 3.23% over the last five trading days, a 27.46% increase over the last 20 days, and a 24.43% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent occurrence on September 9 [1] Financial Performance - As of June 30, the number of shareholders increased to 26,100, a rise of 92.89%, while the average circulating shares per person decreased by 30.66% to 5,631 shares [2] - For the first half of 2025, Jin Yinhe reported a revenue of 660 million CNY, a year-on-year decrease of 17.70%, and a net profit attributable to shareholders of -42.165 million CNY, a year-on-year decrease of 224.23% [2] Dividend Information - Since its A-share listing, Jin Yinhe has distributed a total of 63.9439 million CNY in dividends, with 35.2304 million CNY distributed over the past three years [3]

Group 1 - The stock price of Xin'an Chemical increased by 2.06% on September 19, reaching 10.88 CNY per share, with a total market capitalization of 14.684 billion CNY [1] - The company has seen a year-to-date stock price increase of 25.35%, with a recent decline of 1.36% over the last five trading days [1] - Xin'an Chemical's main business segments include agricultural chemicals (30.44%), silicon-based materials (18.32%), and chemical new materials (11.88%) [1] Group 2 - As of June 30, the number of shareholders for Xin'an Chemical was 85,200, a decrease of 1.42% from the previous period [2] - For the first half of 2025, Xin'an Chemical reported a revenue of 8.058 billion CNY, a year-on-year decrease of 5.07%, and a net profit of 69.073 million CNY, down 47.36% year-on-year [2] - The company has distributed a total of 3.867 billion CNY in dividends since its A-share listing, with 1.129 billion CNY distributed in the last three years [3]

Core Viewpoint - The stock of Huan Yuan Gas has experienced fluctuations, with a year-to-date increase of 67.12%, but a recent decline of 2.21% on September 18, 2023, indicating potential volatility in the market [1]. Company Overview - Huan Yuan Gas, established on November 20, 2003, and listed on January 13, 2020, is located in Yichang, Hubei Province. The company specializes in the research, production, sales, and service of various gas products, as well as the recycling of industrial waste gas [1]. - The company's revenue composition includes bulk gases (49.40%), industrial chemicals (30.51%), clean energy (12.30%), other projects (3.79%), electronic specialty gases and chemicals (3.32%), and waste gas recovery (0.68%) [1]. Financial Performance - For the first half of 2025, Huan Yuan Gas reported a revenue of 806 million yuan, reflecting a year-on-year growth of 4.36%. The net profit attributable to shareholders was 49.17 million yuan, showing a year-on-year increase of 12.43% [2]. - Since its A-share listing, the company has distributed a total of 106 million yuan in dividends, with 58.25 million yuan distributed over the past three years [3]. Shareholder Information - As of September 10, 2023, the number of shareholders for Huan Yuan Gas was 9,022, a decrease of 7.87% from the previous period. The average circulating shares per person increased by 8.55% to 17,845 shares [2]. - As of June 30, 2025, among the top ten circulating shareholders, Huaxia Industry Prosperity Mixed Fund (003567) ranked as the eighth largest, holding 4.80 million shares, an increase of 1.14 million shares compared to the previous period [3].

● 本报记者 胡雨 Wind数据显示，截至9月16日中国证券报记者发稿时，9月以来，逾1100家A股上市公司接待机构调研， 环比大幅增长。从股价表现看，过半上市公司9月以来取得正收益；从行业分布情况看，机械设备、电 子、基础化工等行业上市公司较受机构关注。 就后市投资而言，机械设备行业中的机器人领域获得机构和市场高度关注，灵巧手等细分方向投资机遇 值得重视；电子行业建议关注国产算力产业链，基础化工行业建议关注有机硅等供给弹性较大的板块。 调研热情进一步升温 作为机构9月调研标的中表现最强的一只，香农芯创股价近期迭创历史新高。9月16日，公司股价虽小幅 调整，但9月以来累计涨幅仍达到78.36%。从香农芯创披露的调研纪要看，作为一家以电子元器件产品 分销为主要收入来源的上市公司，公司代理及自产的相关产品会否跟随存储芯片提价而涨价等话题受到 机构重视。对此，公司回应称，分销产品价格随行就市，市场价格变化最终会体现在采购和销售价格 上，而自产的相关产品价格最终由市场竞争等因素决定。 包括香农芯创在内，Wind数据显示，截至9月16日记者发稿时，9月以来已有超过1100家A股上市公司接 待机构调研，环比大幅增长，显示 ...

Core Viewpoint - Huasheng Lithium Electric has shown significant stock performance with a year-to-date increase of 92.47%, despite a recent decline of 2.60% over the past five trading days [1] Group 1: Stock Performance - As of September 16, Huasheng Lithium Electric's stock price is 45.00 CNY per share, with a market capitalization of 7.178 billion CNY [1] - The company has experienced a trading volume of 245 million CNY and a turnover rate of 4.69% [1] - The stock has been on the "龙虎榜" (a list of stocks with significant trading activity) four times this year, with the latest occurrence on September 8 [1] Group 2: Financial Performance - For the first half of 2025, Huasheng Lithium Electric reported a revenue of 350 million CNY, reflecting a year-on-year growth of 72.02% [2] - The company recorded a net profit attributable to shareholders of -72.739 million CNY, a slight decrease of 0.30% year-on-year [2] Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders has increased by 15.78% to 10,800, while the average circulating shares per person decreased by 13.63% to 5,776 shares [2] - The company has distributed a total of 157 million CNY in dividends since its A-share listing [3] - New institutional shareholders include Xinhua Xin Power Flexible Allocation Mixed A and Huazheng Low Carbon Life Mixed A, holding 724,300 shares and 573,100 shares respectively [3] Group 4: Business Overview - Huasheng Lithium Electric, established on August 4, 1997, focuses on the research, production, and sales of lithium battery electrolyte additives [1] - The company's main revenue sources are VC (67.54%), FEC (27.01%), and other products (5.44%) [1] - The company operates within the electric equipment industry, specifically in battery and battery chemicals [1]