1月9日，思源电气盘中上涨2.09%，截至09:49，报156.08元/股，成交2.46亿元，换手率0.26%，总市值 1219.12亿元。 资料显示，思源电气股份有限公司位于上海市闵行区华宁路3399号，成立日期1993年12月2日，上市日 期2004年8月5日，公司主营业务涉及输变电设备的研发、生产、销售及服务。主营业务收入构成为：输 配电设备行业99.47%，汽车电子电器0.53%。 思源电气所属申万行业为：电力设备-电网设备-输变电设备。所属概念板块包括：超级电容、电力物联 网、磁悬浮、充电桩、百元股等。 截至9月30日，思源电气股东户数2.10万，较上期增加5.11%；人均流通股29059股，较上期减少4.44%。 2025年1月-9月，思源电气实现营业收入138.27亿元，同比增长32.86%；归母净利润21.91亿元，同比增 长46.94%。 分红方面，思源电气A股上市后累计派现25.09亿元。近三年，累计派现9.30亿元。 责任编辑：小浪快报 资金流向方面，主力资金净流入1401.77万元，特大单买入2411.82万元，占比9.80%，卖出1285.13万 元，占比5.22%；大单买入5198 ...

分红方面，铁建重工A股上市后累计派现20.11亿元。近三年，累计派现14.88亿元。 机构持仓方面，截止2025年9月30日，铁建重工十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股3696.83万股，相比上期增加1294.58万股。南方中证500ETF（510500）位居第五大流通股 东，持股2324.64万股，相比上期减少57.70万股。科创100ETF基金（588220）位居第八大流通股东，持 股966.36万股，为新进股东。博时上证科创板100ETF联接A（019857）位居第九大流通股东，持股 926.41万股，为新进股东。国联优势产业混合A（014329）退出十大流通股东之列。 1月7日，铁建重工盘中上涨2.09%，截至11:29，报5.37元/股，成交1.64亿元，换手率0.58%，总市值 286.41亿元。 资料显示，中国铁建重工集团股份有限公司位于湖南省长沙经济技术开发区东七线88号，成立日期2006 年11月23日，上市日期2021年6月22日，公司主营业务涉及从事掘进机装备、轨道交通设备和特种专业 装备的设计、研发、制造、销售、租赁和服务。主营业务收入构成为：隧道掘进机64 ...

有效需求持续扩大成为发展亮点。持续开展"四比四提"行动，304个省重点建设项目、2372个中央投资项目累计完 成投资超5300亿元，宁电入湘等重大项目建成投运，长赣高铁、宜常高铁等开工建设；民间投资活力迸发，全年 推介900个项目吸引民间资本，总投资达3453亿元，民间投资占比保持全国前列，全国促进民营经济发展壮大现场 会在长沙成功举办；消费潜力加速释放，"1+7"促消费政策体系成效显著，消费品以旧换新政策带动销售超912亿 元。 "三个高地"建设纵深推进。统筹抓好标志性工程建设，明确83项具体目标和213个重大项目，标志性工程重大项目 完成年度投资1418亿元，投资计划完成率达103.3%；促进科技创新和产业创新深度融合，制定出台"人工智能 +"行动、氢能产业发展三年行动等方案，实施重点产业倍增计划，牵头推进新能源、航空航天及北斗、磁悬浮三 条产业链；改革开放持续深化，长株潭要素市场化配置综合改革试点获国务院批复，4市进入全国信用监测排名优 秀序列，长沙获批中欧班列全国集结中心、空港型国家物流枢纽，常德、永州获批国家物流枢纽承载城市。 区域协调与民生保障同步提升。长株潭一体化"十项改革、十大项目"顺利推进， ...

Currency - The offshore RMB to USD exchange rate has surpassed the 7.0 mark, indicating a significant appreciation trend throughout the year [1] - Huatai Securities notes that the recent appreciation of the RMB could weaken the price competitiveness of export-oriented manufacturing while benefiting industries reliant on imported raw materials by lowering costs [1] - The appreciation is attributed to a robust domestic economic foundation, a weakening USD, and capital inflows [1] Lithium Industry - Tianqi Lithium announced that starting January 1, 2026, all product spot trading settlement prices will no longer reference SMM prices but will be based on Shanghai Steel Union's battery-grade lithium carbonate and hydroxide prices or the Guangzhou Futures Exchange's main contract prices [2] - The price range for battery-grade lithium carbonate on December 25 was reported between 97,800 to 112,000 CNY per ton, with futures closing at 123,520 CNY per ton [2] - In 2026, the lithium market is expected to shift from a loose supply-demand balance to a scenario of increasing supply and demand, with a projected global lithium resource supply exceeding 2 million tons, a 25% year-on-year increase [2] Consumer Sector - The Ministry of Commerce is implementing actions to boost consumption, including organizing various promotional activities to meet the festive consumption needs of urban and rural residents [3] - The focus is on enhancing service consumption, with a notable emphasis on optimizing policies to stimulate demand in the service sector [3] - The central economic work conference highlighted the importance of domestic demand and plans to expand the supply of quality goods and services [3] Robotics - Beijing Yizhuang will host a humanoid robot half marathon on April 19, 2026, featuring a "human-robot co-running" format [4] - The event aims to showcase the capabilities of humanoid robots and promote their application beyond experimental stages [5] - The robotics sector is experiencing significant advancements, with Tesla's Optimus V3 set to begin mass production in 2026, and several domestic robotics companies preparing for IPOs [5] Storage Industry - According to TrendForce, prices for DDR4 and DDR5 memory modules continue to rise, although the rate of increase has slowed [6] - Kingston has significantly raised DRAM prices, and the NAND flash market is showing bullish sentiment due to expectations of rising contract prices [6] - The supply of DDR4 DRAM is expected to remain tight, with ongoing production halts by major manufacturers contributing to price increases [6] Magnetic Levitation - A team from the National University of Defense Technology achieved a world record by accelerating a test vehicle to 700 km/h in two seconds during magnetic levitation experiments [7] - This breakthrough addresses key technological challenges and positions China as a leader in ultra-high-speed magnetic levitation technology [7] E-cigarette Industry - The National Tobacco Monopoly Administration is seeking opinions on a draft policy aimed at balancing supply and demand in the e-cigarette market [8] - The market is transitioning from chaotic growth to regulated restructuring, with expectations of significant market size growth from 4.2 billion CNY in 2023 to 96.66 billion CNY by 2025 [8]

12月22日，正海磁材盘中上涨2.06%，截至10:54，报15.33元/股，成交1.20亿元，换手率0.85%，总市值 142.68亿元。 分红方面，正海磁材A股上市后累计派现12.80亿元。近三年，累计派现4.94亿元。 机构持仓方面，截止2025年9月30日，正海磁材十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股739.92万股，相比上期增加215.23万股。前海开源沪港深核心资源混合A（003304）位居 第七大流通股东，持股622.05万股，相比上期增加185.14万股。嘉实中证稀土产业ETF（516150）位居 第八大流通股东，持股541.30万股，为新进股东。华夏双债债券A（000047）位居第十大流通股东，持 股526.97万股，为新进股东。南方中证1000ETF（512100）、国寿安保智慧生活股票A（001672）、华 夏中证1000ETF（159845）退出十大流通股东之列。 责任编辑：小浪快报 资料显示，烟台正海磁性材料股份有限公司位于山东省烟台经济技术开发区汕头大街9号，成立日期 2000年4月6日，上市日期2011年5月31日，公司主营业务涉及高性能钕铁硼永磁材料的 ...

资金流向方面，主力资金净流出7226.86万元，特大单买入2092.32万元，占比3.16%，卖出4986.85万 元，占比7.53%；大单买入1.30亿元，占比19.64%，卖出1.73亿元，占比26.18%。 12月18日，金力永磁盘中下跌2.03%，截至14:26，报32.38元/股，成交6.62亿元，换手率1.78%，总市值 445.42亿元。 截至9月30日，金力永磁股东户数13.40万，较上期增加35.31%；人均流通股0股，较上期增加0.00%。 2025年1月-9月，金力永磁实现营业收入53.73亿元，同比增长7.16%；归母净利润5.15亿元，同比增长 161.81%。 分红方面，金力永磁A股上市后累计派现14.71亿元。近三年，累计派现10.84亿元。 机构持仓方面，截止2025年9月30日，金力永磁十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股4770.56万股，相比上期增加4140.24万股。易方达创业板ETF（159915）位居第六大流通 股东，持股1275.10万股，相比上期减少222.13万股。南方中证500ETF（510500）位居第八大流通股 东，持股1000 ...

Group 1 - The core viewpoint of the news is that Jinzi Tianzheng's stock has shown fluctuations in price and trading volume, with a current market value of 3.759 billion yuan and a year-to-date price increase of 15.38% [1] - As of November 28, Jinzi Tianzheng's stock price rose by 2.00% to 16.81 yuan per share, with a trading volume of 35.4495 million yuan and a turnover rate of 0.96% [1] - The company has experienced a net outflow of 78,200 yuan in main funds, with significant buying and selling activity from large orders [1] Group 2 - Jinzi Tianzheng operates in the mechanical equipment sector, specifically in specialized equipment for energy and heavy machinery, and is involved in various concepts such as QFII holdings and the Belt and Road Initiative [2] - For the period from January to September 2025, Jinzi Tianzheng reported a revenue of 408 million yuan, a year-on-year decrease of 15.38%, and a net profit attributable to shareholders of 37.2311 million yuan, down 2.61% year-on-year [2] - The number of shareholders decreased by 23.44% to 18,500 as of September 30, 2025, while the average circulating shares per person increased by 30.62% to 12,092 shares [2] Group 3 - Since its A-share listing, Jinzi Tianzheng has distributed a total of 264 million yuan in dividends, with 45.1764 million yuan distributed in the last three years [3] - As of September 30, 2025, the top ten circulating shareholders include the Huaxia CSI Robot ETF, which increased its holdings by 687,200 shares to 3.6988 million shares, and the Tianhong CSI Robot ETF, which increased its holdings by 257,800 shares to 1.4747 million shares [3]

Core Viewpoint - The stock of Guangzhou Metro Design Institute Co., Ltd. has experienced fluctuations, with a recent decline in share price and mixed trading activity, while the company shows modest revenue growth and profitability improvements year-on-year [1][2]. Group 1: Stock Performance - On November 18, the stock price of the company fell by 2.02%, reaching 15.53 CNY per share, with a trading volume of 29.40 million CNY and a turnover rate of 0.47% [1]. - Year-to-date, the stock has increased by 6.08%, but has seen a decline of 1.90% over the last five trading days and 3.18% over the last twenty days [1]. - The company has appeared on the "龙虎榜" three times this year, with the most recent instance on February 20, where it recorded a net buy of -30.44 million CNY [1]. Group 2: Company Overview - Guangzhou Metro Design Institute was established on August 6, 1993, and listed on October 22, 2020, focusing on urban rail transit, municipal, and architectural design and consulting services [2]. - The revenue composition of the company includes 81.97% from design services, 16.07% from engineering contracting, 1.90% from planning consulting, and 0.06% from other services [2]. - The company operates within the construction decoration and engineering consulting sectors, with involvement in new urbanization, Guangdong-Hong Kong-Macau Greater Bay Area, maglev technology, small-cap stocks, and water conservancy construction [2]. Group 3: Financial Performance - For the period from January to September 2025, the company reported a revenue of 1.933 billion CNY, reflecting a year-on-year growth of 0.85%, and a net profit attributable to shareholders of 347 million CNY, which is a 16.92% increase compared to the previous year [2]. - Since its A-share listing, the company has distributed a total of 996 million CNY in dividends, with 572 million CNY distributed over the last three years [3]. Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders increased by 2.50% to 13,000, with an average of 30,720 circulating shares per person, a decrease of 2.44% [2]. - Notable institutional shareholders include 招商量化精选股票发起式A and 香港中央结算有限公司, both of which are new entrants among the top ten circulating shareholders [3].

资金流向方面，主力资金净流出1799.65万元，特大单买入720.22万元，占比5.48%，卖出1445.25万元， 占比11.00%；大单买入2237.42万元，占比17.03%，卖出3312.04万元，占比25.21%。 资料显示，横店集团东磁股份有限公司位于浙江省东阳市横店华夏大道233号东磁大厦，成立日期1999 年3月30日，上市日期2006年8月2日，公司主营业务涉及永磁铁氧体、软磁铁氧体、其他磁性材料(永磁 烧结料粉和永磁粘结料粉)及电池、太阳能光伏产品的生产和销售。主营业务收入构成为：光伏产品 67.47%，磁性材料16.24%，锂电池10.77%，器件3.62%，其他(含其他业务收入)1.89%。 11月17日，横店东磁盘中下跌2.08%，截至09:48，报20.22元/股，成交1.31亿元，换手率0.40%，总市值 328.92亿元。 横店东磁今年以来股价涨66.54%，近5个交易日跌7.76%，近20日涨1.15%，近60日涨21.69%。 今年以来横店东磁已经1次登上龙虎榜，最近一次登上龙虎榜为3月12日，当日龙虎榜净买入1.28亿元； 买入总计2.31亿元 ，占总成交额比19.12% ...

Core Viewpoint - The stock of Hengdian East Magnetic has shown significant fluctuations, with a year-to-date increase of 76.92% and a recent decline of 4.53% over the last five trading days [1] Group 1: Stock Performance - As of November 13, Hengdian East Magnetic's stock price is 21.48 CNY per share, with a market capitalization of 34.942 billion CNY [1] - The stock has experienced a trading volume of 2.02 billion CNY, with a turnover rate of 0.59% [1] - The stock has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 1.28 billion CNY on March 12 [1] Group 2: Financial Performance - For the period from January to September 2025, Hengdian East Magnetic reported a revenue of 17.562 billion CNY, reflecting a year-on-year growth of 29.31% [2] - The net profit attributable to shareholders for the same period was 1.452 billion CNY, marking a year-on-year increase of 56.80% [2] - The company has distributed a total of 4.367 billion CNY in dividends since its A-share listing, with 2.545 billion CNY distributed in the last three years [2] Group 3: Shareholder Structure - As of September 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 88.1645 million shares, an increase of 38.7153 million shares from the previous period [3] - The Southern CSI 500 ETF and the Guangfa National Certificate New Energy Vehicle Battery ETF are among the top ten circulating shareholders, with varying changes in their holdings [3] - New entrants among the top ten circulating shareholders include the Guangfa CSI Rare Earth Industry ETF and the招商量化精选股票发起式A [3]