8月26日，艾可蓝盘中上涨2.07%，截至13:17，报39.94元/股，成交1.01亿元，换手率5.65%，总市值 31.95亿元。 资金流向方面，主力资金净流入383.82万元，特大单买入220.88万元，占比2.19%，卖出0.00元，占比 0.00%；大单买入1317.22万元，占比13.07%，卖出1154.27万元，占比11.45%。 艾可蓝今年以来股价涨56.41%，近5个交易日跌2.68%，近20日涨23.81%，近60日涨33.94%。 艾可蓝所属申万行业为：汽车-汽车零部件-其他汽车零部件。所属概念板块包括：汽车零部件、国六概 念、专精特新、尾气处理、氢能源等。 截至3月31日，艾可蓝股东户数1.43万，较上期增加65.23%；人均流通股3191股，较上期减少39.48%。 2025年1月-3月，艾可蓝实现营业收入2.45亿元，同比增长1.93%；归母净利润1854.33万元，同比增长 35.12%。 分红方面，艾可蓝A股上市后累计派现6919.78万元。近三年，累计派现913.39万元。 机构持仓方面，截止2025年3月31日，艾可蓝十大流通股东中，招商量化精选股票发起式A（001917 ...

Group 1 - Nvidia has announced a new robot "brain" set to be revealed on August 25, 2025, with a teaser post on social media [1] - The teaser included a black gift box and a card signed by Jensen Huang, indicating a focus on robotics [1] - At the SIGGRAPH conference on August 12, Nvidia introduced an open-source physics AI application and a robot vision reasoning model called Cosmos Reason [1] Group 2 - The China Securities Index for automotive parts tracks 100 listed companies involved in automotive systems, interiors, electronics, and tires [1] - The automotive parts ETF closely follows this index and saw a rise of over 1.4% during trading, driven by Nvidia's announcement [1] - As of July 31, 2025, the top ten weighted stocks in the automotive parts index account for 40.36% of the index, including companies like Huichuan Technology and Fuyao Glass [2]

报 告 摘 要 乘势而起：市场新高趋势追踪 触及新高的个股、行业和板块可被视为市场的风向标。越来越多的研究表明动量、趋势跟踪策略的有效性。本报告旨在定期跟踪市场中创新高的个股及其 分布，以追踪市场趋势、把握市场热点。 截至2025年8月22日，上证指数、深证成指、沪深300、中证500、中证1000、中证2000、创业板指、科创50指数250日新高距离分别为0.00%、 0.00%、0.00%、0.00%、0.00%、0.06%、0.00%、0.00%。中信一级行业指数中家电、国防军工、综合、传媒、计算机行业指数距离250日新高较 近，食品饮料、煤炭、房地产、银行、消费者服务行业指数距离250日新高较远。概念指数中，数字货币、万得风电、航天军工、汽车零部件、金属非金 属、汽车、家用电器等概念指数距离250日新高较近。 见微知著：利用创新高个股进行市场监测 截至2025年8月22日，共1606只股票在过去20个交易日间创出250日新高。其中创新高个股数量最多的是机械、医药、电子行业，创新高个股数量占比最 高的是国防军工、有色金属、医药行业。按照板块分布来看，本周制造、科技板块创新高股票数量最多；按照指数分布来看 ...

Company Overview - Huapei Power is located in Qingpu District, Shanghai, and was established on June 22, 2006. The company was listed on January 11, 2019. Its main business involves the production of key components for turbochargers [1]. Stock Performance - As of August 22, Huapei Power's stock price decreased by 2.05%, trading at 18.68 CNY per share, with a total market capitalization of 6.324 billion CNY. The trading volume reached 93.6971 million CNY, with a turnover rate of 1.47% [1]. - Year-to-date, Huapei Power's stock price has increased by 72.48%. Over the last five trading days, the stock rose by 2.30%, but it has declined by 18.11% over the past 20 days and 16.72% over the past 60 days [1]. Capital Flow - The net outflow of main funds was 16.9949 million CNY, with no significant large orders being bought. Large orders accounted for 9.91% of total buying, while selling accounted for 23.71% [1]. Shareholder Information - As of March 31, the number of shareholders for Huapei Power was 20,300, a decrease of 9.16% from the previous period. The average number of circulating shares per person increased by 10.09% to 16,665 shares [2]. - Since its A-share listing, Huapei Power has distributed a total of 296 million CNY in dividends, with 129 million CNY distributed over the last three years [2]. Institutional Holdings - As of March 31, 2025, the fifth largest circulating shareholder is Penghua Carbon Neutral Theme Mixed A (016530), holding 2.7133 million shares as a new shareholder [2]. Industry Classification - Huapei Power is classified under the automotive industry, specifically in the automotive parts sector, focusing on chassis and engine systems. The company is associated with concepts such as DeepSeek, Yangtze River Delta Integration, hydrogen energy, fuel cells, and automotive parts [1].

资金流向方面，主力资金净流入73.42万元，特大单买入100.40万元，占比0.62%，卖出221.00万元，占比1.36%；大单买入2448.01万元，占比15.08%，卖出2254.00万元，占比13.88% 全柴动力今年以来股价涨26.79%，近5个交易日涨9.59%，近20日涨7.58%，近60日涨9.59%。 8月22日，全柴动力（维权）盘中下跌2.07%，截至10:08，报9.94元/股，成交1.62亿元，换手率3.70%，总市值43.30亿元。 截至3月31日，全柴动力股东户数4.21万，较上期减少0.07%；人均流通股10353股，较上期增加0.07%。2025年1月-3月，全柴动力实现营业收入12.93亿元，同比增长5.78%；归母净利润 分红方面，全柴动力A股上市后累计派现5.11亿元。近三年，累计派现9147.60万元。 责任编辑：小浪快报 今年以来全柴动力已经2次登上龙虎榜，最近一次登上龙虎榜为8月20日，当日龙虎榜净买入-1805.80万元；买入总计2738.19万元 ，占总成交额比9.71%；卖出总计4543.99万元 ，占总成 资料显示，安徽全柴动力股份有限公司位于安徽省全椒县襄 ...

Group 1 - Guangdong has released funding guidelines for innovation projects in the artificial intelligence and robotics industry, with a maximum support of 50 million yuan per project [1] - The funding will cover up to 40% of the total cost of newly purchased R&D equipment and software for national-level manufacturing innovation centers, effective from September 1, 2025, to December 31, 2027 [1] - The supported projects include innovation capability construction for manufacturing centers, cultivation of quality enterprises in AI and robotics, and projects promoting AI-enabled new industrialization [1] Group 2 - Minsheng Securities indicates that automotive parts companies have strong customer positioning and mass production capabilities, with a high degree of relevance to robotics [1] - The automotive parts ETF closely tracks the CSI Automotive Parts Theme Index, which includes many companies involved in the robotics supply chain, leading to a more than 2% increase in the ETF [1] - The CSI Automotive Parts Theme Index consists of 100 listed companies from the Shanghai and Shenzhen markets, reflecting the overall performance of companies in automotive systems, interiors, electronics, and tires [1][2] Group 3 - As of July 31, 2025, the top ten weighted stocks in the CSI Automotive Parts Theme Index account for 40.36% of the index, including companies like Huichuan Technology and Fuyao Glass [2] - The automotive parts ETF has several connection options for investors, including various classes of the ETF [2]

公司近一年市场表现 邮箱：liubin3@sxzq.com 汽车零部件Ⅲ 北特科技（603009.SH） 增持-A(维持) 25H1 业绩增长稳健，丝杠产线布局稳步推进 2025 年 8 月 18 日 公司研究/公司快报 | 年 月 市场数据：2025 8 | 日 18 | | --- | --- | | 收盘价（元）： | 43.13 | | 年内最高/最低（元）： | 60.28/14.67 | | 流通A股/总股本（亿）： | 3.38/3.39 | | 流通 A 股市值（亿）： | 145.96 | | 总市值（亿）： | 146.01 | | 基础数据：2025 | 年 | 月 6 | 30 | 日 | | | --- | --- | --- | --- | --- | --- | | 基本每股收益(元)： | | | | | 0.16 | | 摊薄每股收益(元)： | 0.16 | | --- | --- | | 每股净资产(元)： | 5.34 | | 净资产收益率(%)： | 3.16 | | 资料来源：最闻 | | 分析师： 潘宁河 执业登记编码：S0760523110001 邮箱：pann ...

Core Viewpoint - Guansheng Co., Ltd. is experiencing a slight decline in stock price while expanding its business into the robotics sector through collaboration with Sichuan Tianlian Robot Co., Ltd. [1] Company Overview - As of August 15, 2025, Guansheng's stock price is 39.56 yuan, down 0.03 yuan or 0.08% from the previous trading day [1] - The company specializes in the research, production, and sales of automotive parts, including key components such as transmission systems and chassis systems [1] - Guansheng is involved in several concept sectors, including automotive parts, Zhejiang sector, Huawei automotive, solid-state batteries, and new energy vehicles [1] Recent Developments - On August 15, 2025, Guansheng added a "robotics concept" to its business portfolio [1] - The collaboration with Sichuan Tianlian focuses on the development and production of core components like humanoid robots, collaborative robots, and harmonic reducers, specifically for robot-specific bearing products [1] Financial Performance - On August 15, 2025, the trading volume was 107,900 hands, with a total transaction amount of 424 million yuan [1] - The net outflow of main funds on August 15 was 46.6843 million yuan, accounting for 0.59% of the circulating market value [1] - Over the past five days, the cumulative net outflow of main funds reached 140 million yuan, representing 1.77% of the circulating market value [1]

Core Viewpoint - Dong'an Power's stock price has decreased by 1.95% to 14.56 yuan, reflecting a decline in market performance despite positive revenue growth and profitability in the first half of 2025 [1] Financial Performance - In the first half of 2025, Dong'an Power achieved operating revenue of 2.479 billion yuan, representing a year-on-year increase of 25.72% [1] - The company reported a net profit attributable to shareholders of 3.9212 million yuan, marking a turnaround from previous losses [1] Market Position and Product Offering - Dong'an Power operates in the automotive parts sector, with three major engine product platforms: naturally aspirated, turbocharged direct injection, and new energy range extender [1] - The company also has three major transmission product platforms: manual transmission, automatic transmission, and DHT, with applications in light and medium commercial vehicles, new energy range extenders, and hybrid vehicles [1] Future Outlook - The company anticipates an increase in range extender sales in the fourth quarter and is currently upgrading production lines to meet rising demand [1] - A semi-annual performance briefing is scheduled for August 22 [1] Market Activity - Today, Dong'an Power experienced a net outflow of main funds amounting to 60.5877 million yuan, which is 0.89% of its circulating market value [1] - Over the past five days, the cumulative net outflow of main funds reached 96.0724 million yuan, accounting for 1.41% of its circulating market value [1]

Core Viewpoint - The company, Ningbo Junpu Intelligent Manufacturing Co., Ltd., is actively engaged in the development and production of intelligent manufacturing equipment and software, focusing on sectors such as new energy vehicles, healthcare, consumer goods, and industrial machinery [2][3][9]. Group 1: Company Operations - The company has established a joint venture with Zhiyuan Robotics to co-develop, produce, and sell general humanoid robots, while also supplying components to Zhiyuan Robotics [2]. - In the first half of 2023, the company secured new orders amounting to 1.109 billion yuan, with a total order backlog of 3.978 billion yuan as of mid-2023 [2]. - The company has completed a significant project for Procter & Gamble, marking its largest investment in electric shaver intelligent manufacturing equipment over the past decade [3]. Group 2: Financial Performance - The company's overseas revenue accounted for 71.98% of total revenue in the 2024 annual report, benefiting from the depreciation of the Chinese yuan [4]. - For the first quarter of 2025, the company reported a revenue of 329 million yuan, a year-on-year decrease of 31.20%, while the net profit attributable to shareholders was -30.1649 million yuan, showing a year-on-year increase of 21.19% [9]. Group 3: Market Position and Shareholder Information - The company operates in the mechanical equipment sector, specifically in automation equipment, and is involved in various concept sectors including humanoid robots and automotive components [9]. - As of March 31, 2025, the number of shareholders increased by 12.95% to 27,100, with an average of 45,317 circulating shares per person, reflecting growing investor interest [9].