12月18日，海德股份（维权）盘中下跌2.12%，截至10:14，报5.99元/股，成交6597.84万元，换手率 0.56%，总市值117.08亿元。 资金流向方面，主力资金净流出450.13万元，特大单买入109.14万元，占比1.65%，卖出366.03万元，占 比5.55%；大单买入1041.89万元，占比15.79%，卖出1235.14万元，占比18.72%。 分红方面，海德股份A股上市后累计派现14.63亿元。近三年，累计派现11.44亿元。 机构持仓方面，截止2025年9月30日，海德股份十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1418.13万股，相比上期增加180.88万股。南方中证1000ETF（512100）位居第六大流通股 东，持股537.02万股，相比上期减少3.25万股。华夏中证1000ETF（159845）位居第七大流通股东，持 股318.72万股，相比上期减少8300.00股。广发中证1000ETF（560010）位居第十大流通股东，持股 246.12万股，为新进股东。 责任编辑：小浪快报 资料显示，海南海德资本管理股份有限公司位于北京市海淀区首体南路22号 ...

Core Viewpoint - Yongtai Energy announced a share buyback plan with a total amount between 300 million and 500 million yuan, with a maximum buyback price of 2.50 yuan per share, which is 54.32% higher than the current price of 1.62 yuan [1]. Group 1: Company Overview - Yongtai Energy is located in Taiyuan, Shanxi Province, and was established on July 30, 1992, with its listing date on May 13, 1998 [1]. - The company's main business includes electricity (73.28% of revenue), coal (23.77%), and other businesses (2.95%) [1]. - Yongtai Energy operates in the coal mining sector, specifically focusing on coking coal [1]. Group 2: Financial Performance - As of September 30, 2025, Yongtai Energy reported a revenue of 17.728 billion yuan, a year-on-year decrease of 20.77%, and a net profit attributable to shareholders of 198 million yuan, down 86.48% year-on-year [2]. - The company has distributed a total of 1.741 billion yuan in dividends since its A-share listing, with 122 million yuan distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, Yongtai Energy had 588,700 shareholders, an increase of 4.82% from the previous period, with an average of 37,063 circulating shares per shareholder, a decrease of 6.32% [2]. - The second-largest circulating shareholder is the Southern CSI 500 ETF, holding 323 million shares, a decrease of 6.6534 million shares from the previous period [3]. - Hong Kong Central Clearing Limited is the fourth-largest circulating shareholder, holding 258 million shares, an increase of 6.3687 million shares [3].

Core Viewpoint - Yongtai Energy's stock price has shown fluctuations with a recent increase of 2.53%, while the company faces a year-to-date decline of 5.26% in stock value [1][2]. Financial Performance - For the period from January to September 2025, Yongtai Energy reported a revenue of 17.728 billion yuan, representing a year-on-year decrease of 20.77%. The net profit attributable to shareholders was 198 million yuan, down 86.48% compared to the previous year [2]. - The company has cumulatively distributed 1.741 billion yuan in dividends since its A-share listing, with 122 million yuan distributed over the last three years [3]. Stock Market Activity - As of November 28, Yongtai Energy's stock was trading at 1.62 yuan per share, with a total market capitalization of 35.345 billion yuan. The trading volume reached 797 million yuan, with a turnover rate of 2.31% [1]. - The stock has seen a net inflow of 103 million yuan from major funds, with significant buying activity from large orders [1]. Shareholder Information - As of September 30, 2025, Yongtai Energy had 588,700 shareholders, an increase of 4.82% from the previous period. The average number of circulating shares per shareholder decreased by 6.32% to 37,063 shares [2][3]. - The second-largest circulating shareholder is the Southern CSI 500 ETF, holding 323 million shares, which decreased by 6.6534 million shares compared to the previous period [3].

Core Viewpoint - The stock of Mannester has experienced a decline in price this year, with a notable drop in recent trading days, while the company continues to face challenges in revenue and profit margins [1][2]. Group 1: Stock Performance - As of November 27, Mannester's stock price increased by 2.09% to 53.36 CNY per share, with a trading volume of 63.125 million CNY and a turnover rate of 2.06%, resulting in a total market capitalization of 7.678 billion CNY [1]. - Year-to-date, Mannester's stock price has decreased by 1.53%, with a 5-day drop of 5.37%, a 20-day drop of 5.47%, and a 60-day drop of 14.07% [1]. Group 2: Financial Performance - For the period from January to September 2025, Mannester reported a revenue of 949 million CNY, reflecting a year-on-year decrease of 8.05%, and a net profit attributable to shareholders of -35.466 million CNY, a significant decline of 155.28% [2]. - Since its A-share listing, Mannester has distributed a total of 89.8063 million CNY in dividends [3]. Group 3: Shareholder and Institutional Holdings - As of September 30, 2025, Mannester had 22,400 shareholders, a decrease of 9.22% from the previous period, with an average of 2,588 circulating shares per shareholder, an increase of 10.16% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third largest, holding 1.2538 million shares, an increase of 858,400 shares from the previous period [3].

Core Viewpoint - The stock of Mannester has experienced a decline in price this year, with a notable drop in recent trading days, while the company continues to operate in the high-precision coating equipment sector, primarily focusing on energy systems and coating applications [1][2]. Group 1: Stock Performance - As of November 25, Mannester's stock price increased by 2.02% to 53.65 CNY per share, with a trading volume of 20.26 million CNY and a turnover rate of 0.66%, resulting in a total market capitalization of 7.72 billion CNY [1]. - Year-to-date, Mannester's stock price has decreased by 1.00%, with a 10.03% drop over the last five trading days, a 7.36% decline over the last 20 days, and an 18.88% decrease over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Mannester reported a revenue of 947 million CNY, reflecting a year-on-year decrease of 8.05%, and a net profit attributable to shareholders of -35.47 million CNY, which is a significant decline of 155.28% compared to the previous year [2]. Group 3: Shareholder and Institutional Holdings - As of September 30, 2025, Mannester had 22,400 shareholders, a decrease of 9.22% from the previous period, with an average of 2,588 circulating shares per shareholder, which is an increase of 10.16% [2]. - The company has distributed a total of 89.81 million CNY in dividends since its A-share listing [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third largest with 1.25 million shares, an increase of 858,400 shares from the previous period [3].

Core Viewpoint - The stock of Aote Xun has shown fluctuations with a recent increase of 2.04%, but has experienced a decline over the past five trading days and a significant drop in revenue and profit for the year [1][2]. Group 1: Stock Performance - As of November 24, Aote Xun's stock price is 13.02 CNY per share, with a market capitalization of 3.226 billion CNY [1]. - Year-to-date, the stock has increased by 5.77%, but it has decreased by 11.97% in the last five trading days, 2.33% in the last 20 days, and 6.33% in the last 60 days [1]. - The company has appeared on the "龙虎榜" (a stock trading list) six times this year, with the most recent appearance on November 17, where it recorded a net buy of -49.8913 million CNY [1]. Group 2: Company Overview - Aote Xun, established on February 20, 1998, and listed on May 6, 2008, is located in Shenzhen, Guangdong Province, and specializes in power automation, electric vehicle charging, and power quality management [2]. - The revenue composition includes 71.17% from integrated uninterruptible power supply equipment, 20.36% from electric vehicle charging, 5.46% from other sources, 2.30% from energy storage, and 0.71% from maintenance services [2]. - As of November 20, the number of shareholders is 35,400, an increase of 15.17%, with an average of 6,939 circulating shares per person, a decrease of 13.17% [2]. Group 3: Financial Performance - For the period from January to September 2025, Aote Xun reported a revenue of 184 million CNY, a year-on-year decrease of 17.04%, and a net profit of -49.5285 million CNY, a decline of 111.54% [2]. - The company has distributed a total of 113 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3].

Core Viewpoint - HeSteel Co., Ltd. has experienced a stock price decline of 2.04% on November 19, with a current price of 2.40 CNY per share and a total market capitalization of 24.809 billion CNY. The company has seen a year-to-date stock price increase of 10.09% but a decline of 5.88% over the last five trading days [1]. Financial Performance - For the period from January to September 2025, HeSteel achieved a revenue of 96.542 billion CNY, representing a year-on-year growth of 8.05%. The net profit attributable to shareholders was 0.823 billion CNY, marking a significant increase of 44.71% compared to the previous year [2]. - The company has distributed a total of 13.726 billion CNY in dividends since its A-share listing, with 1.137 billion CNY distributed over the last three years [3]. Shareholder Information - As of November 10, 2025, HeSteel had 230,900 shareholders, a slight decrease of 0.01% from the previous period. The average number of circulating shares per shareholder increased by 0.01% to 44,756 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 92.155 million shares, an increase of 8.528 million shares from the previous period. Additionally, the Southern CSI 500 ETF and Guotai CSI Steel ETF are among the top shareholders, with varying changes in their holdings [3]. Business Overview - HeSteel, established on January 18, 1997, and listed on April 16, 1997, is primarily engaged in black metal smelting and rolling processing, with its main revenue sources being plate products (70.92%), gases, water, and electricity (9.84%), and other steel products [1]. - The company operates within the steel industry, specifically in the sub-sector of general steel and plate products, and is associated with various concept sectors including minor metals, electrolyte solutions, vanadium batteries, venture capital, and nuclear fusion [1].

Core Viewpoint - HeSteel Co., Ltd. experienced a stock price decline of 2.33% on November 18, with a current price of 2.52 CNY per share and a market capitalization of 26.05 billion CNY [1] Financial Performance - Year-to-date, HeSteel's stock price has increased by 15.60%, but it has seen a decline of 1.18% over the last five trading days and 1.95% over the last twenty days. In contrast, the stock rose by 6.33% over the last sixty days [2] - For the period from January to September 2025, HeSteel reported a revenue of 96.54 billion CNY, reflecting a year-on-year growth of 8.05%. The net profit attributable to shareholders was 0.823 billion CNY, marking a significant increase of 44.71% year-on-year [2] Shareholder Information - As of November 10, 2025, HeSteel had 230,900 shareholders, a slight decrease of 0.01% from the previous period. The average number of circulating shares per shareholder increased by 0.01% to 44,756 shares [2] - HeSteel has distributed a total of 13.726 billion CNY in dividends since its A-share listing, with 1.137 billion CNY distributed over the last three years [3] Institutional Holdings - As of September 30, 2025, the largest circulating shareholder was Hong Kong Central Clearing Limited, holding 92.1553 million shares, an increase of 8.528 million shares from the previous period. The Southern CSI 500 ETF was the seventh-largest shareholder, holding 60.1238 million shares, a decrease of 1.2427 million shares [3]

Core Viewpoint - Yongtai Energy's stock has shown a slight increase recently, with a notable trading volume and market capitalization, despite a year-to-date decline in stock price [1]. Financial Performance - For the period from January to September 2025, Yongtai Energy reported a revenue of 17.728 billion yuan, representing a year-on-year decrease of 20.77%. The net profit attributable to shareholders was 198 million yuan, down 86.48% year-on-year [2]. - The company has cumulatively distributed 1.741 billion yuan in dividends since its A-share listing, with 122 million yuan distributed in the last three years [3]. Stock Market Activity - As of November 14, Yongtai Energy's stock price was 1.67 yuan per share, with a trading volume of 5.65 billion yuan and a turnover rate of 1.57%, leading to a total market capitalization of 36.436 billion yuan [1]. - The stock has experienced a 2.34% decline year-to-date, but has increased by 1.83% over the last five trading days, 2.45% over the last twenty days, and 17.61% over the last sixty days [1]. Shareholder Information - As of September 30, 2025, Yongtai Energy had 588,700 shareholders, an increase of 4.82% from the previous period. The average number of tradable shares per shareholder was 37,063, a decrease of 6.32% [2]. - The top ten circulating shareholders include significant institutional investors, with notable changes in holdings among major ETFs [3].

Core Insights - Xizi Clean Energy has seen a stock price increase of 70.56% year-to-date, with a recent rise of 16.17% over the past five trading days [1] - The company reported a revenue of 4.333 billion yuan for the first nine months of 2025, a year-on-year decrease of 11.20%, and a net profit of 177 million yuan, down 58.31% year-on-year [2] Company Overview - Xizi Clean Energy Equipment Manufacturing Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on January 10, 2011. The company specializes in the consulting, research and development, production, sales, installation, and engineering contracting of products such as waste heat boilers, power station boilers, and industrial boilers [2] - The main revenue composition includes: solutions (50.21%), waste heat boilers (18.98%), clean energy equipment (17.00%), spare parts and services (10.14%), and others (3.67%) [2] - The company operates within the power equipment sector, specifically in the category of other power generation equipment, focusing on thermal power equipment [2] Shareholder Information - As of November 6, 2025, the number of shareholders for Xizi Clean Energy is 34,000, an increase of 6.96% from the previous period, with an average of 24,223 circulating shares per person, a decrease of 6.51% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 18.2984 million shares, an increase of 5.8906 million shares compared to the previous period [3]