11月24日，伯特利盘中下跌2.01%，截至10:44，报43.86元/股，成交1.37亿元，换手率0.51%，总市值 266.02亿元。 资料显示，芜湖伯特利汽车安全系统股份有限公司位于中国(安徽)自由贸易试验区芜湖片区泰山路19 号，成立日期2004年6月25日，上市日期2018年4月27日，公司主营业务涉及汽车制动系统相关产品的研 发、生产和销售。主营业务收入构成为：智能电控产品45.59%，机械制动产品44.77%，机械转向产品 5.63%，其他(补充)2.92%，其他产品1.09%。 伯特利所属申万行业为：汽车-汽车零部件-底盘与发动机系统。所属概念板块包括：线控底盘、汽车零 部件、机器人概念、人形机器人、创投等。 资金流向方面，主力资金净流出2170.23万元，特大单买入122.13万元，占比0.89%，卖出2027.85万元， 占比14.77%；大单买入2624.04万元，占比19.11%，卖出2888.55万元，占比21.04%。 伯特利今年以来股价跌0.86%，近5个交易日跌7.12%，近20日跌8.40%，近60日跌18.23%。 今年以来伯特利已经1次登上龙虎榜，最近一次登上龙虎榜为2月 ...

资金流向方面，主力资金净流入375.57万元，特大单买入923.46万元，占比7.77%，卖出100.92万元，占 比0.85%；大单买入1542.99万元，占比12.98%，卖出1989.95万元，占比16.74%。 11月21日，科博达盘中上涨2.05%，截至13:00，报71.60元/股，成交1.19亿元，换手率0.42%，总市值 289.16亿元。 科博达今年以来股价涨17.09%，近5个交易日跌2.77%，近20日跌13.56%，近60日涨29.95%。 截至9月30日，科博达股东户数1.33万，较上期增加17.18%；人均流通股30431股，较上期减少14.35%。 2025年1月-9月，科博达实现营业收入49.97亿元，同比增长16.96%；归母净利润6.46亿元，同比增长 6.55%。 分红方面，科博达A股上市后累计派现12.51亿元。近三年，累计派现7.07亿元。 机构持仓方面，截止2025年9月30日，科博达十大流通股东中，兴全合泰混合A（007802）位居第九大 流通股东，持股271.77万股，相比上期减少209.17万股。香港中央结算有限公司位居第十大流通股东， 持股257.21万股， ...

Core Viewpoint - Top Group's stock price has shown fluctuations with a year-to-date increase of 25.88%, but a recent decline over the past 20 days of 13.62, indicating potential volatility in the market [1][2]. Financial Performance - For the period from January to September 2025, Top Group achieved a revenue of 20.928 billion yuan, reflecting a year-on-year growth of 8.14%. However, the net profit attributable to shareholders decreased by 11.97% to 1.967 billion yuan [2]. - Cumulative cash dividends since the A-share listing amount to 3.575 billion yuan, with 2.059 billion yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 30.02% to 143,700, while the average circulating shares per person decreased by 23.09% to 12,092 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 68.75 million shares, a decrease of 19.4261 million shares from the previous period [3]. Market Activity - On November 21, Top Group's stock rose by 2.02% to 61.03 yuan per share, with a trading volume of 1.215 billion yuan and a turnover rate of 1.17% [1]. - The stock has experienced a net outflow of 25.5297 million yuan in principal funds, with large orders accounting for 27.10% of purchases and 25.36% of sales [1].

资金流向方面，主力资金净流出927.05万元，特大单买入291.28万元，占比7.28%，卖出1365.70万元， 占比34.15%；大单买入1365.12万元，占比34.13%，卖出1217.76万元，占比30.45%。 11月21日，美湖股份盘中下跌2.09%，截至09:35，报35.20元/股，成交3999.62万元，换手率0.33%，总 市值119.38亿元。 美湖股份今年以来股价涨152.86%，近5个交易日涨2.12%，近20日跌3.19%，近60日涨0.63%。 今年以来美湖股份已经1次登上龙虎榜，最近一次登上龙虎榜为3月3日，当日龙虎榜净买入-6947.69万 元；买入总计1.77亿元 ，占总成交额比15.25%；卖出总计2.46亿元 ，占总成交额比21.25%。 （018124）位居第三大流通股东，持股1612.56万股，相比上期增加599.71万股。鹏华碳中和主题混合A （016530）位居第四大流通股东，持股1206.96万股，相比上期增加376.33万股。广发科技创新混合A （008638）位居第五大流通股东，持股478.11万股，为新进股东。香港中央结算有限公司位居第六大流 通股东， ...

Core Viewpoint - Bertli's stock price has experienced a decline recently, with a year-to-date increase of only 1.22% and a significant drop over the past 60 days of 16.67% [1] Group 1: Stock Performance - As of November 21, Bertli's stock price was 44.78 CNY per share, with a market capitalization of 27.16 billion CNY [1] - The stock has seen a net outflow of 8.01 million CNY in principal funds, with large orders showing a buy of 3.08 million CNY and a sell of 9.83 million CNY [1] - Year-to-date, Bertli has appeared on the trading leaderboard once, with the last occurrence on February 6 [1] Group 2: Financial Performance - For the period from January to September 2025, Bertli achieved a revenue of 8.36 billion CNY, representing a year-on-year growth of 27.04% [2] - The net profit attributable to shareholders for the same period was 891 million CNY, reflecting a year-on-year increase of 14.58% [2] Group 3: Shareholder Information - As of September 30, 2025, the number of Bertli's shareholders was 34,800, a decrease of 13% from the previous period [2] - The average circulating shares per person increased by 14.94% to 17,428 shares [2] - The top circulating shareholder, Hong Kong Central Clearing Limited, holds 39.13 million shares, an increase of 661,200 shares from the previous period [3]

Core Viewpoint - Kobot's stock price has experienced fluctuations, with a year-to-date increase of 16.63% but a recent decline in the last 20 days by 23.53% [1] Group 1: Stock Performance - On November 18, Kobot's stock fell by 2.05%, trading at 71.32 CNY per share with a total market capitalization of 28.803 billion CNY [1] - The stock has seen a trading volume of 1.27 billion CNY and a turnover rate of 0.44% [1] - Year-to-date, Kobot's stock has risen by 16.63%, but it has decreased by 0.94% in the last 5 trading days and by 23.53% in the last 20 days [1] Group 2: Financial Performance - For the period from January to September 2025, Kobot achieved a revenue of 4.997 billion CNY, representing a year-on-year growth of 16.96% [2] - The net profit attributable to shareholders for the same period was 646 million CNY, reflecting a year-on-year increase of 6.55% [2] Group 3: Shareholder Information - As of September 30, 2025, Kobot had 13,300 shareholders, an increase of 17.18% from the previous period [2] - The average number of tradable shares per shareholder decreased by 14.35% to 30,431 shares [2] - Kobot has distributed a total of 1.251 billion CNY in dividends since its A-share listing, with 707 million CNY distributed in the last three years [3]

Core Viewpoint - Top Group's stock price has shown volatility, with a year-to-date increase of 28.19% but a recent decline of 9.76% over the past five trading days, indicating potential market fluctuations and investor sentiment shifts [1] Financial Performance - For the period from January to September 2025, Top Group achieved a revenue of 20.928 billion yuan, reflecting a year-on-year growth of 8.14%, while the net profit attributable to shareholders decreased by 11.97% to 1.967 billion yuan [2] - Cumulative cash dividends since the A-share listing amount to 3.575 billion yuan, with 2.059 billion yuan distributed over the past three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 30.02% to 143,700, while the average circulating shares per person decreased by 23.09% to 12,092 shares [2] - Major shareholders include Hong Kong Central Clearing Limited, which holds 68.75 million shares, a decrease of 19.4261 million shares from the previous period [3] Market Activity - On November 12, Top Group's stock price fell by 2.02% to 62.15 yuan per share, with a trading volume of 975 million yuan and a turnover rate of 0.89% [1] - The stock experienced a net outflow of 85.0867 million yuan in principal funds, with significant selling pressure observed [1]

Core Insights - The stock price of Kobotda increased by 2.14% on November 12, reaching 73.54 CNY per share, with a market capitalization of 29.7 billion CNY [1] - Kobotda's stock has seen a year-to-date increase of 20.26%, but has declined by 0.69% in the last five trading days and 20.16% in the last 20 days [1] - The company reported a revenue of 4.997 billion CNY for the first nine months of 2025, representing a year-on-year growth of 16.96% [2] Financial Performance - Kobotda's net profit attributable to shareholders for the same period was 646 million CNY, reflecting a year-on-year increase of 6.55% [2] - Cumulative cash dividends since the company's A-share listing amount to 1.251 billion CNY, with 707 million CNY distributed over the last three years [3] Shareholder Information - As of September 30, 2025, Kobotda had 13,300 shareholders, an increase of 17.18% from the previous period [2] - The average number of circulating shares per shareholder decreased by 14.35% to 30,431 shares [2] - Notable changes in institutional holdings include a reduction in shares held by major shareholders, such as Xinchuan Huitai Mixed A and Hong Kong Central Clearing Limited [3]

Core Viewpoint - Top Group's stock has experienced fluctuations, with a year-to-date increase of 28.48% but a recent decline of 9.92% over the last five trading days, indicating volatility in investor sentiment and market conditions [1]. Financial Performance - For the period from January to September 2025, Top Group reported a revenue of 20.928 billion yuan, reflecting a year-on-year growth of 8.14%. However, the net profit attributable to shareholders decreased by 11.97% to 1.967 billion yuan [2]. - Cumulatively, since its A-share listing, Top Group has distributed a total of 3.575 billion yuan in dividends, with 2.059 billion yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Top Group reached 143,700, an increase of 30.02% from the previous period. The average number of circulating shares per shareholder decreased by 23.09% to 12,092 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 68.75 million shares, a decrease of 19.4261 million shares from the previous period [3].

Core Viewpoint - The establishment of the joint venture Berteli Drive with Jinrun Electric marks a significant step in the company's strategy to enhance its technological autonomy, diversify its product offerings, and expand its global market presence [3]. Group 1: Company Developments - The company and Jinrun Electric jointly invested 100 million yuan to establish Berteli Drive, with the company holding a 60% stake [3]. - Berteli Drive will focus on the research, production, and sales of various electric motors and control systems, including line control braking systems and electric steering systems [3]. - The establishment of Berteli Drive is a core part of the company's strategy to integrate motor technology with intelligent chassis systems, strengthening its position in the automotive chassis sector and facilitating entry into high-growth areas such as high-end new energy vehicles and humanoid robots [3][4]. Group 2: Technological Advancements - The company has become the first domestic supplier to achieve large-scale production and delivery of line control braking systems, with 109 projects under research as of the first three quarters of 2025 [4]. - The company is also the first in China to achieve mass production of Electric Parking Brakes (EPB), with plans to expand production capacity by 1 million sets in 2024 [4]. - The company has been building a production base in Mexico since 2020, with a project to produce 4 million lightweight components per year now operational, and plans for a base in Morocco starting in 2024 [4]. Group 3: Market Position and Financial Projections - The company has expanded its steering system business by becoming the largest shareholder of Wanda in 2022, with ongoing projects in mechanical steering systems [5]. - The company is positioned as a leader in the line control chassis industry, with comprehensive layouts in braking, steering, and suspension systems [5]. - Revenue projections for 2025-2027 are 12.875 billion yuan, 16.441 billion yuan, and 20.831 billion yuan, respectively, with net profits expected to be 1.508 billion yuan, 1.867 billion yuan, and 2.314 billion yuan [6][7].