（责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 招商证券发研报称，上市公司中报业绩披露前后，盈利上修的个股主要集中在医药(化学制剂、医 疗研发外包、其他生物制品、原料药)、TMT(数字芯片设计、IT服务Ⅲ、垂直应用软件、通信网络设备 及器件、游戏Ⅲ、印制电路板、模拟芯片设计)、中高端制造(底盘与发动机系统、其他专用设备、能源 及重型设备、航空装备Ⅲ、锂电池)，以及证券、铜、农药、其他化学制品、火电等。 ...

招商证券发布研报称，上市公司中报业绩披露前后，盈利上修的个股主要集中在医药（化学制剂、医疗 研发外包、其他生物制品、原料药）、TMT（数字芯片设计、IT服务Ⅲ、垂直应用软件、通信网络设 备及器件、游戏Ⅲ、印制电路板、模拟芯片设计）、中高端制造（底盘与发动机系统、其他专用设备、 能源及重型设备、航空装备Ⅲ、锂电池），以及证券、铜、农药、其他化学制品、火电等。 ...

9月5日，强瑞技术盘中上涨2.01%，截至14:21，报86.30元/股，成交3.40亿元，换手率4.53%，总市值 89.27亿元。 强瑞技术所属申万行业为：机械设备-专用设备-其他专用设备。所属概念板块包括：人形机器人、比亚 迪概念、液冷概念、机器视觉、小米概念等。 截至8月20日，强瑞技术股东户数2.42万，较上期增加88.61%；人均流通股3639股，较上期减少 46.98%。2025年1月-6月，强瑞技术实现营业收入8.40亿元，同比增长74.64%；归母净利润5490.69万 元，同比增长15.57%。 分红方面，强瑞技术A股上市后累计派现1.70亿元。近三年，累计派现1.33亿元。 责任编辑：小浪快报 资金流向方面，主力资金净流入754.17万元，特大单买入1405.24万元，占比4.13%，卖出2201.94万元， 占比6.47%；大单买入7304.64万元，占比21.48%，卖出5753.76万元，占比16.92%。 强瑞技术今年以来股价涨114.22%，近5个交易日跌10.01%，近20日涨25.89%，近60日涨86.03%。 今年以来强瑞技术已经1次登上龙虎榜，最近一次登上龙虎榜为8月 ...

英维克所属申万行业为：机械设备-专用设备-其他专用设备。所属概念板块包括：数字能源、小鹏汽车 概念、新能源车、液冷概念、5G等。 截至8月29日，英维克股东户数15.24万，较上期增加140.76%；人均流通股5531股，较上期减少 58.44%。2025年1月-6月，英维克实现营业收入25.73亿元，同比增长50.25%；归母净利润2.16亿元，同 比增长17.54%。 分红方面，英维克A股上市后累计派现5.81亿元。近三年，累计派现3.45亿元。 机构持仓方面，截止2025年6月30日，英维克十大流通股东中，香港中央结算有限公司位居第二大流通 股东，持股8225.53万股，相比上期减少235.79万股。南方中证500ETF（510500）位居第五大流通股 东，持股861.40万股，为新进股东。大摩数字经济混合A（017102）退出十大流通股东之列。 责任编辑：小浪快报 9月5日，英维克盘中上涨2.07%，截至10:32，报69.08元/股，成交19.66亿元，换手率3.43%，总市值 669.61亿元。 资金流向方面，主力资金净流出5554.83万元，特大单买入2.54亿元，占比12.92%，卖出2.51 ...

大族数控所属申万行业为：机械设备-专用设备-其他专用设备。所属概念板块包括：工业母机、PCB概 念、中盘、融资融券、基金重仓等。 截至6月30日，大族数控股东户数2.20万，较上期增加5.96%；人均流通股2827股，较上期增加0.65%。 2025年1月-6月，大族数控实现营业收入23.82亿元，同比增长52.26%；归母净利润2.63亿元，同比增长 83.82%。 9月4日，大族数控盘中下跌2.02%，截至09:43，报84.70元/股，成交4919.42万元，换手率0.14%，总市 值360.41亿元。 资金流向方面，主力资金净流出308.50万元，特大单买入0.00元，占比0.00%，卖出239.51万元，占比 4.87%；大单买入816.40万元，占比16.60%，卖出885.39万元，占比18.00%。 大族数控今年以来股价涨136.72%，近5个交易日跌7.53%，近20日跌3.56%，近60日涨131.93%。 今年以来大族数控已经1次登上龙虎榜，最近一次登上龙虎榜为7月28日，当日龙虎榜净买入1497.65万 元；买入总计2.62亿元 ，占总成交额比25.52%；卖出总计2.47亿元 ，占总 ...

9月3日，大族数控盘中上涨2.05%，截至10:28，报86.20元/股，成交1.54亿元，换手率0.43%，总市值 366.79亿元。 资金流向方面，主力资金净流出861.66万元，特大单买入150.54万元，占比0.98%，卖出721.46万元，占 比4.69%；大单买入2888.03万元，占比18.77%，卖出3178.77万元，占比20.66%。 大族数控今年以来股价涨140.92%，近5个交易日涨2.40%，近20日跌2.05%，近60日涨136.10%。 今年以来大族数控已经1次登上龙虎榜，最近一次登上龙虎榜为7月28日，当日龙虎榜净买入1497.65万 元；买入总计2.62亿元 ，占总成交额比25.52%；卖出总计2.47亿元 ，占总成交额比24.06%。 资料显示，深圳市大族数控科技股份有限公司位于广东省深圳市宝安区沙井街道新沙路安托山高科技工 业园2号厂房、14号厂房和17号厂房、广东省深圳市宝安区福海街道重庆路16号大族激光智造中心三 栋、四栋部分场地,香港铜锣湾希慎道33号利园1期19楼1916室，成立日期2002年4月22日，上市日期 2022年2月28日，公司主营业务涉及PCB专用设 ...

9月3日，伊之密盘中下跌2.04%，截至09:39，报25.43元/股，成交1.09亿元，换手率0.94%，总市值 119.16亿元。 资金流向方面，主力资金净流入542.66万元，特大单买入259.95万元，占比2.39%，卖出175.79万元，占 比1.62%；大单买入2429.18万元，占比22.33%，卖出1970.68万元，占比18.11%。 伊之密今年以来股价涨29.94%，近5个交易日涨4.69%，近20日涨17.19%，近60日涨26.02%。 资料显示，伊之密股份有限公司位于广东省佛山市顺德高新区(容桂)科苑三路22号，成立日期2004年2 月6日，上市日期2015年1月23日，公司主营业务涉及注塑机、压铸机、橡胶机、高速包装系统及模具、 机器人自动化系统的设计、研发、生产、销售和服务。主营业务收入构成为：注塑机70.22%，压铸机 17.65%，其他(补充)6.21%，橡胶机4.38%，其他产品1.54%。 伊之密所属申万行业为：机械设备-专用设备-其他专用设备。所属概念板块包括：机器人概念、一体化 压铸、机械、中盘、专精特新等。 截至6月30日，伊之密股东户数3.02万，较上期减少4.6 ...

Core Viewpoint - Dazhu CNC has experienced significant stock price growth in 2023, with a year-to-date increase of 148.38% and a recent market capitalization of 37.815 billion yuan [1][2]. Company Overview - Dazhu CNC, established on April 22, 2002, and listed on February 28, 2022, is located in Shenzhen, Guangdong Province. The company specializes in the research, production, and sales of PCB (Printed Circuit Board) specialized equipment [2]. - The revenue composition of Dazhu CNC includes drilling equipment (71.02%), testing equipment (8.78%), other equipment (6.70%), forming equipment (5.93%), exposure equipment (5.22%), and attachment equipment (2.36%) [2]. Financial Performance - For the first half of 2025, Dazhu CNC reported a revenue of 2.382 billion yuan, reflecting a year-on-year growth of 52.26%. The net profit attributable to shareholders was 263 million yuan, marking an 83.82% increase [2]. - Since its A-share listing, Dazhu CNC has distributed a total of 1.533 billion yuan in dividends, with 1.365 billion yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, Dazhu CNC had 22,000 shareholders, an increase of 5.96% from the previous period. The average number of circulating shares per shareholder was 2,827, up by 0.65% [2]. - Notable institutional shareholders include E Fund Kexun Mixed Fund, which is the third-largest shareholder with 1.2405 million shares, and E Fund Kelong Mixed Fund, the sixth-largest with 675,800 shares, both of which are new entrants [3].

Company Overview - Huaron Technology Co., Ltd. is located at 555 Baoqian Road, Jiading District, Shanghai, established on December 15, 2010, and listed on May 24, 2017 [2] - The company's main business includes the production, sales, and service of explosion-proof electrical appliances and related intelligent/informational products, as well as new energy EPC contracting and operation of new energy power stations [2] - The revenue composition of Huaron includes 74.71% from explosion-proof products, 17.62% from engineering income, and 7.67% from other sources [2] Financial Performance - For the first half of 2025, Huaron achieved operating revenue of 1.639 billion yuan, a year-on-year increase of 16.93%, while the net profit attributable to the parent company was 198 million yuan, a decrease of 1.15% year-on-year [2] - Since its A-share listing, Huaron has distributed a total of 1.936 billion yuan in dividends, with 1.006 billion yuan distributed in the last three years [3] Stock Market Activity - On September 1, Huaron's stock price fell by 2.07%, trading at 20.86 yuan per share, with a total market capitalization of 7.041 billion yuan [1] - Year-to-date, Huaron's stock price has increased by 8.14%, but it has seen a decline of 8.11% over the last five trading days [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on March 5, where it recorded a net buy of -148 million yuan [1] Shareholder Information - As of June 30, 2025, Huaron had 15,100 shareholders, a decrease of 7.54% from the previous period, with an average of 22,145 circulating shares per shareholder, an increase of 8.16% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 10.81 million shares, a decrease of 10.25 million shares from the previous period [3]

Company Overview - Keda Manufacturing's stock price decreased by 2.03% on September 1, closing at 11.58 CNY per share, with a trading volume of 1.41 billion CNY and a market capitalization of 22.209 billion CNY [1] - The company has seen a year-to-date stock price increase of 52.25%, with a 2.28% decline over the last five trading days, a 5.46% increase over the last 20 days, and a 12.65% increase over the last 60 days [1] - Keda Manufacturing, established on December 11, 1996, and listed on October 10, 2002, is located in Shunde District, Foshan City, Guangdong Province [1] Business Segments - The company's main business segments include overseas building materials (46.06%), building machinery (31.38%), lithium battery materials (11.33%), new energy equipment (8.68%), and others (2.55%) [1] - Keda Manufacturing is classified under the machinery equipment industry, specifically in specialized equipment [1] Financial Performance - For the first half of 2025, Keda Manufacturing reported a revenue of 8.188 billion CNY, representing a year-on-year growth of 49.04%, and a net profit attributable to shareholders of 745 million CNY, reflecting a 63.95% increase [2] - Cumulatively, the company has distributed 3.864 billion CNY in dividends since its A-share listing, with 2.299 billion CNY distributed over the last three years [3] Shareholder Information - As of June 30, 2025, Keda Manufacturing had 59,700 shareholders, a decrease of 19.87% from the previous period, with an average of 32,144 circulating shares per shareholder, an increase of 24.80% [2] - Hong Kong Central Clearing Limited is the third-largest circulating shareholder, holding 139 million shares, an increase of 24.308 million shares compared to the previous period [3]