11月24日，中航光电盘中上涨2.03%，截至14:21，报35.26元/股，成交3.77亿元，换手率0.52%，总市值 746.90亿元。 资金流向方面，主力资金净流入2637.45万元，特大单买入3650.08万元，占比9.68%，卖出1284.30万 元，占比3.40%；大单买入7020.58万元，占比18.61%，卖出6748.91万元，占比17.89%。 中航光电今年以来股价跌8.42%，近5个交易日跌2.38%，近20日跌6.57%，近60日跌14.83%。 机构持仓方面，截止2025年9月30日，中航光电十大流通股东中，富国中证军工龙头ETF（512710）位 居第四大流通股东，持股2869.74万股，相比上期增加427.08万股。香港中央结算有限公司位居第六大流 通股东，持股2370.94万股，相比上期增加326.10万股。华泰柏瑞沪深300ETF（510300）位居第八大流 通股东，持股2170.06万股，相比上期减少96.14万股。易方达国防军工混合A（001475）位居第九大流 通股东，持股2130.36万股，相比上期减少212.50万股。易方达沪深300ETF（510310）位居第十大 ...

Core Viewpoint - Bowei Alloy's stock price has experienced fluctuations, with a year-to-date increase of 7.58% but a recent decline in the last five, twenty, and sixty trading days [1][2]. Company Overview - Bowei Alloy, established on January 22, 1994, and listed on January 27, 2011, is located in Ningbo, Zhejiang Province. The company specializes in the research, production, and sales of high-performance and high-precision non-ferrous alloy materials, solar cell components, and precision cutting wires [1][2]. - The revenue composition of Bowei Alloy includes 77.63% from new materials, 21.23% from new energy products, and 1.14% from other sources [1]. Financial Performance - For the period from January to September 2025, Bowei Alloy achieved an operating income of 15.474 billion yuan, representing a year-on-year growth of 6.07%. However, the net profit attributable to shareholders decreased by 19.76% to 881 million yuan [2]. - Since its A-share listing, Bowei Alloy has distributed a total of 1.694 billion yuan in dividends, with 923 million yuan distributed over the past three years [3]. Shareholder Information - As of November 10, 2025, Bowei Alloy had 45,200 shareholders, a decrease of 3.99% from the previous period. The average number of circulating shares per shareholder increased by 4.16% to 18,146 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 10.8419 million shares, an increase of 5.9259 million shares from the previous period. The Noan Pioneer Mixed A fund is a new entrant among the top shareholders with 8.3159 million shares [3].

Group 1 - The core viewpoint of the news highlights the recent stock performance of China Power, which saw a 2.01% increase in share price, reaching 20.80 CNY per share, with a total market capitalization of 46.874 billion CNY [1] - As of September 30, the number of shareholders for China Power increased to 75,100, reflecting a 26.51% rise, while the average circulating shares per person decreased by 20.93% to 30,019 shares [2] - For the period from January to September 2025, China Power reported a revenue of 40.971 billion CNY, marking an 11.88% year-on-year growth, and a net profit attributable to shareholders of 1.208 billion CNY, which is a 62.50% increase compared to the previous year [2] Group 2 - The main business segments of China Power include diesel power (49.92%), chemical power (14.33%), marine platform and ship machinery (12.53%), and precious metals (7.59%), among others [1] - Since its A-share listing, China Power has distributed a total of 2.299 billion CNY in dividends, with 1.009 billion CNY distributed over the past three years [3]

11月19日，国睿科技盘中上涨2.10%，截至10:42，报27.29元/股，成交1.29亿元，换手率0.39%，总市值 338.90亿元。 资金流向方面，主力资金净流入164.00万元，特大单买入238.35万元，占比1.85%，卖出492.55万元，占 比3.82%；大单买入2141.09万元，占比16.60%，卖出1722.89万元，占比13.36%。 国睿科技今年以来股价涨38.02%，近5个交易日涨2.75%，近20日跌4.58%，近60日跌3.40%。 资料显示，国睿科技股份有限公司位于江苏省南京市建邺区江东中路359号国睿大厦1号楼，成立日期 1994年6月28日，上市日期2003年1月28日，公司主营业务涉及空管雷达、气象雷达及应用系统、轨道交 通信号系统、微波器件、特种电源等产品的研发、生产、调试、销售以及相关服务。主营业务收入构成 为：雷达装备及相关系统90.07%，智慧轨交5.11%，工业软件及智能制造4.82%。 分红方面，国睿科技A股上市后累计派现11.73亿元。近三年，累计派现5.40亿元。 机构持仓方面，截止2025年9月30日，国睿科技十大流通股东中，华夏军工安全混合A（002 ...

11月19日，中国海防盘中上涨2.10%，截至10:42，报30.13元/股，成交1.10亿元，换手率0.52%，总市值 214.11亿元。 资金流向方面，主力资金净流入201.94万元，特大单买入255.53万元，占比2.32%，卖出104.82万元，占 比0.95%；大单买入2170.94万元，占比19.71%，卖出2119.71万元，占比19.24%。 中国海防今年以来股价涨6.61%，近5个交易日跌0.03%，近20日跌0.95%，近60日跌15.60%。 资料显示，中国船舶重工集团海洋防务与信息对抗股份有限公司位于北京市海淀区昆明湖南路72号，成 立日期1993年11月18日，上市日期1996年11月4日，公司主营业务涉及电子防务装备领域、电子信息产 业领域、专业技术服务领域,并在这些领域中开展水声电子防务产品、电子特装产品、电子信息产品等 方向上的研发生产并提供相关专业技术服务。主营业务收入构成为：电子信息产品51.40%，水声电子 防务产品30.31%，特装电子产品14.83%，其他(补充)1.74%，专业技术服务及其他1.72%。 中国海防所属申万行业为：国防军工-航海装备Ⅱ-航海装备Ⅲ。所属 ...

11月19日，中船科技盘中上涨2.08%，截至10:42，报12.29元/股，成交7719.93万元，换手率0.59%，总 市值184.67亿元。 截至9月30日，中船科技股东户数12.58万，较上期减少2.28%；人均流通股8610股，较上期增加2.34%。 2025年1月-9月，中船科技实现营业收入64.01亿元，同比增长26.30%；归母净利润-14.34亿元，同比减 少1931.02%。 资金流向方面，主力资金净流出103.31万元，特大单买入112.60万元，占比1.46%，卖出0.00元，占比 0.00%；大单买入809.78万元，占比10.49%，卖出1025.69万元，占比13.29%。 中船科技今年以来股价跌12.34%，近5个交易日涨2.08%，近20日涨1.40%，近60日跌7.25%。 资料显示，中船科技股份有限公司位于上海市鲁班路600号江南造船大厦13楼，成立日期1997年5月28 日，上市日期1997年6月3日，公司主营业务涉及大型钢结构、成套机械和船舶配件。工程设计、勘察、 咨询、监理、工程总承包及土地整理服务等;风力发电设备的制造、风电场和光伏电站的开发与运营、 新能源工程建 ...

Core Viewpoint - Bowei Alloy's stock price has shown fluctuations, with a year-to-date increase of 11.92% but a recent decline over various trading periods, indicating potential volatility in the market [1][2]. Company Overview - Bowei Alloy, established on January 22, 1994, and listed on January 27, 2011, is located in Ningbo, Zhejiang Province. The company specializes in the research, production, and sales of high-performance and high-precision non-ferrous alloy materials, solar cell components, and precision cutting wires [1][2]. - The company's revenue composition includes 77.63% from new materials, 21.23% from new energy products, and 1.14% from other sources [1]. Financial Performance - For the period from January to September 2025, Bowei Alloy reported a revenue of 15.474 billion yuan, reflecting a year-on-year growth of 6.07%. However, the net profit attributable to shareholders decreased by 19.76% to 881 million yuan [2]. - Since its A-share listing, Bowei Alloy has distributed a total of 1.694 billion yuan in dividends, with 923 million yuan distributed over the past three years [3]. Shareholder Information - As of October 31, 2025, Bowei Alloy had 47,100 shareholders, an increase of 3.80% from the previous period. The average number of circulating shares per shareholder decreased by 3.67% to 17,421 shares [2]. - Notable shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 5.926 million shares, and Nuoan Pioneer Mixed A, which is a new entrant among the top ten circulating shareholders [3].

Core Points - The stock price of Dongfang Zirconium has increased by 85.69% year-to-date, with a recent rise of 2.02% to 13.63 CNY per share [1] - The company has seen a net inflow of 5.68 million CNY in main funds, with significant buying and selling activity [1] - Dongfang Zirconium's main business revenue composition includes 88.92% from inorganic non-metallic zircon products [1][2] Financial Performance - For the period from January to September 2025, Dongfang Zirconium reported a revenue of 927 million CNY, a year-on-year decrease of 24.86%, while net profit attributable to shareholders increased by 193.66% to 38.68 million CNY [2] - The company has distributed a total of 30.11 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 15.95% to 128,200, with an average of 5,906 circulating shares per person, a decrease of 13.76% [2] - Hong Kong Central Clearing Limited is the third-largest circulating shareholder, holding 4.76 million shares, down by 1.90 million shares from the previous period [3]

Core Viewpoint - Oriental Zirconium's stock price has shown significant volatility, with a year-to-date increase of 84.33%, despite recent fluctuations in trading volume and net capital flow [1][2]. Group 1: Stock Performance - As of November 11, Oriental Zirconium's stock price reached 13.53 CNY per share, with a trading volume of 1.79 billion CNY and a market capitalization of 10.481 billion CNY [1]. - The stock has experienced a 4.97% increase over the last five trading days, a 5.12% decrease over the last 20 days, and a 3.84% increase over the last 60 days [1]. - The company has appeared on the "龙虎榜" (a trading board for stocks with significant trading activity) four times this year, with the most recent appearance on July 21, where it recorded a net purchase of 66.4866 million CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Oriental Zirconium reported a revenue of 927 million CNY, a year-on-year decrease of 24.86%, while the net profit attributable to shareholders was 38.6812 million CNY, reflecting a year-on-year increase of 193.66% [2]. - The company's main business revenue composition includes 88.92% from inorganic non-metallic zircon products, 6.00% from inorganic non-metallic materials, 3.18% from mineral products, 1.66% from by-products, and 0.24% from other sources [1]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Oriental Zirconium was 128,200, an increase of 15.95% from the previous period, with an average of 5,906 circulating shares per shareholder, a decrease of 13.76% [2]. - The company has cumulatively distributed 30.1102 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest, holding 4.7607 million shares, a decrease of 1.904 million shares from the previous period [3].

Core Insights - The stock price of Guangdian Co., Ltd. increased by 2.10% on November 11, reaching 17.47 CNY per share, with a market capitalization of 10.18 billion CNY [1] - The company has seen a year-to-date stock price increase of 69.28%, but has experienced a decline of 0.63% over the last five trading days and 28.43% over the last 60 days [1] - Guangdian Co., Ltd. reported a significant increase in revenue and net profit for the first nine months of 2025, with revenue of 1.415 billion CNY (up 35.56%) and net profit of 24.67 million CNY (up 2131.96%) [2] Financial Performance - As of September 30, 2025, Guangdian Co., Ltd. had 50,500 shareholders, a decrease of 7.62% from the previous period, while the average number of circulating shares per shareholder increased by 8.25% to 10,065 shares [2] - The company has distributed a total of 208 million CNY in dividends since its A-share listing, with 57.99 million CNY distributed over the last three years [3] Shareholder Structure - As of September 30, 2025, Hong Kong Central Clearing Limited was the seventh largest circulating shareholder, holding 4.2032 million shares, an increase of 1.4554 million shares from the previous period [3] - New institutional shareholders include Zhongyou Military-Civilian Integration Flexible Allocation Mixed A, which holds 1.25 million shares, while several funds exited the top ten circulating shareholders list [3] Business Overview - Guangdian Co., Ltd. specializes in the production, research, and sales of defense products and optoelectronic materials and devices, with defense products accounting for 50.67% of revenue and optical glass products 49.29% [1]