来源：新浪证券-红岸工作室 11月25日，美新科技涨1.24%，成交额3213.25万元，换手率2.23%，总市值23.25亿元。 异动分析 粤港澳大湾区+人民币贬值受益 1、公司位于广东省惠州市惠东县大岭镇十二托乌塘地段。 2、根据2024年年报，公司海外营收占比为97.08%，受益于人民币贬值。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额914.27万，占总成交额的4.89%。 技术面：筹码平均交易成本为20.40元 该股筹码平均交易成本为20.40元，近期筹码快速出逃，建议调仓换股；目前股价靠近支撑位19.40，注 意支撑位处反弹，若跌破支撑位则可能会开启一波下跌行情。 公司简介 资料显示，美新科技股份有限公司位于广东省惠州市惠东县大岭镇十二托乌塘地段，成立日期2004年6 月16日，上市日期2024年3月13日，公司主营业务涉及主要从事塑木复合材料及其制品的研发、生产和 销售。主营业务收入构成为：墙板55.37%，户外地板44.17%，其他(补充)0.46%。 美新科技所属申万行业为：轻工制造-家居用品-瓷砖地 ...

区间今日近3日近5日近10日近20日主力净流入-234.88万-165.73万-1074.54万-3305.47万-4692.59万 来源：新浪证券-红岸工作室 11月21日，美新科技跌5.71%，成交额4213.23万元，换手率3.04%，总市值21.99亿元。 异动分析 粤港澳大湾区+人民币贬值受益 1、公司位于广东省惠州市惠东县大岭镇十二托乌塘地段。 2、根据2024年年报，公司海外营收占比为97.08%，受益于人民币贬值。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-234.88万，占比0.06%，行业排名33/76，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入-1.23亿，连续3日被主力资金减仓。 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额1618.67万，占总成交额的8.4%。 技术面：筹码平均交易成本为20.46元 该股筹码平均交易成本为20.46元，近期筹码减仓，但减仓程度减缓；目前股价在压力位18.70和支撑位 18.39之间，可以做区间波段。 公司简介 资料显示，美新科技股份有限公司位于广东省惠州市 ...

来源：新浪证券-红岸工作室 11月13日，美新科技涨0.00%，成交额5682.84万元，换手率3.84%，总市值23.98亿元。 异动分析 人民币贬值受益+粤港澳大湾区 1、根据2024年年报，公司海外营收占比为97.08%，受益于人民币贬值。 2、公司位于广东省惠州市惠东县大岭镇十二托乌塘地段。 主力持仓 主力轻度控盘，筹码分布较为分散，主力成交额2891.69万，占总成交额的10.88%。 技术面：筹码平均交易成本为20.50元 该股筹码平均交易成本为20.50元，近期筹码减仓，但减仓程度减缓；目前股价靠近支撑位20.05，注意 支撑位处反弹，若跌破支撑位则可能会开启一波下跌行情。 公司简介 资料显示，美新科技股份有限公司位于广东省惠州市惠东县大岭镇十二托乌塘地段，成立日期2004年6 月16日，上市日期2024年3月13日，公司主营业务涉及主要从事塑木复合材料及其制品的研发、生产和 销售。主营业务收入构成为：墙板55.37%，户外地板44.17%，其他(补充)0.46%。 美新科技所属申万行业为：轻工制造-家居用品-瓷砖地板。所属概念板块包括：融资融券、小盘、出海 概念、节能环保、微盘股等。 (免责声 ...

资料显示，马可波罗控股股份有限公司位于广东省东莞市高埗镇北王路高埗段102号，成立日期2008年 11月5日，上市日期2025年10月22日，公司主营业务涉及建筑陶瓷的研发、生产和销售。主营业务收入 构成为：有釉砖97.62%，无釉砖1.85%，其他(补充)0.53%。 马可波罗所属申万行业为：轻工制造-家居用品-瓷砖地板。所属概念板块包括：近端次新、次新股、融 资融券、新材料、中盘等。 截至10月22日，马可波罗股东户数15.65万，较上期增加1422318.18%；人均流通股625股，较上期增加 0.00%。2025年1月-9月，马可波罗实现营业收入49.38亿元；归母净利润10.62亿元，同比减少6.57%。 责任编辑：小浪快报 11月12日，马可波罗盘中下跌2.05%，截至10:02，报25.38元/股，成交1.28亿元，换手率5.13%，总市值 303.27亿元。 资金流向方面，主力资金净流出2338.30万元，特大单买入565.00万元，占比4.42%，卖出3468.17万元， 占比27.13%；大单买入2942.18万元，占比23.01%，卖出2377.30万元，占比18.60%。 马可波罗今年 ...

Core Viewpoint - Mona Lisa's stock has experienced fluctuations, with a year-to-date increase of 45.04% but a recent decline in the last five and twenty trading days, indicating potential volatility in the market [1]. Financial Performance - For the period from January to September 2025, Mona Lisa reported a revenue of 2.977 billion yuan, a year-on-year decrease of 16.66%, and a net profit attributable to shareholders of 80.5042 million yuan, down 42.71% compared to the previous year [2]. - Cumulative cash dividends since the company's A-share listing amount to 818 million yuan, with 266 million yuan distributed over the last three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 41.78% to 15,800, while the average circulating shares per person increased by 66.76% to 13,467 shares [2]. - Among the top ten circulating shareholders, ICBC Strategic Transformation Stock A (000991) is the eighth largest, holding 5.1209 million shares, a reduction of 676,900 shares from the previous period [3]. Market Activity - On November 3, Mona Lisa's stock price fell by 2.02% to 15.03 yuan per share, with a trading volume of 24.3526 million yuan and a turnover rate of 0.75%, resulting in a total market capitalization of 6.144 billion yuan [1]. - The stock has seen a net outflow of 1.526 million yuan in principal funds, with significant selling activity noted [1].

Core Viewpoint - The company, Meixin Technology, has shown a positive stock performance with a 2.19% increase, benefiting from the depreciation of the RMB and its significant overseas revenue [1][2]. Group 1: Company Overview - Meixin Technology Co., Ltd. is located in Huizhou, Guangdong Province, and was established on June 16, 2004. It was listed on March 13, 2024 [3][7]. - The company primarily engages in the research, production, and sales of plastic-wood composite materials and products, with main revenue sources being wall panels (55.37%) and outdoor flooring (44.17%) [7]. - As of October 10, the number of shareholders is 7,019, an increase of 0.85%, with an average of 10,451 circulating shares per person, a decrease of 0.84% [7]. Group 2: Financial Performance - For the period from January to September 2025, Meixin Technology achieved a revenue of 672 million yuan, representing a year-on-year growth of 4.39%. However, the net profit attributable to the parent company was 28.40 million yuan, a decrease of 31.53% year-on-year [7]. - The company has distributed a total of 39.23 million yuan in dividends since its A-share listing [8]. Group 3: Market Dynamics - The company benefits from a high overseas revenue ratio of 97.08%, which is positively impacted by the depreciation of the RMB [2]. - The stock has a current market capitalization of 2.436 billion yuan, with a trading volume of 27.78 million yuan and a turnover rate of 1.85% [1].

Core Insights - The company, Aili Home, was established in November 1999 and went public on the Shanghai Stock Exchange in March 2020, specializing in the research, production, and sales of PVC plastic flooring [1] Group 1: Business Performance - For Q3 2025, Aili Home reported a revenue of 822 million yuan, ranking 10th among 13 companies in the industry, with the top company, Marco Polo, generating 4.938 billion yuan [2] - The net profit for the same period was 7.9866 million yuan, placing the company 9th in the industry, while Marco Polo's net profit was 1.062 billion yuan [2] Group 2: Financial Ratios - Aili Home's debt-to-asset ratio stood at 32.01% in Q3 2025, an increase from 29.38% year-on-year, which is below the industry average of 39.52% [3] - The company's gross profit margin was 13.92% in Q3 2025, down from 23.27% year-on-year, and also below the industry average of 23.08% [3] Group 3: Executive Compensation - The chairman, Song Zhengxing, received a salary of 2.9661 million yuan in 2024, an increase of 1.1 million yuan from 2023 [4] - The general manager, Song Jincheng, earned 3.7122 million yuan in 2024, up by 66,400 yuan from the previous year [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 17.57% to 16,200, while the average number of circulating A-shares held per account decreased by 14.95% to 15,000 [5]

Core Viewpoint - Dongpeng Holdings has shown a mixed performance in stock price and financial metrics, with a notable increase in net profit despite a decline in revenue for the first nine months of 2025 [2][3]. Financial Performance - As of September 30, 2025, Dongpeng Holdings reported a revenue of 4.501 billion yuan, a year-on-year decrease of 3.90% [2]. - The net profit attributable to shareholders was 349 million yuan, reflecting a year-on-year increase of 13.09% [2]. - Cumulatively, the company has distributed 1.331 billion yuan in dividends since its A-share listing, with 744 million yuan distributed over the past three years [3]. Stock Market Activity - On October 31, 2023, Dongpeng Holdings' stock price increased by 2.01%, reaching 7.11 yuan per share, with a trading volume of 60.0751 million yuan and a turnover rate of 0.74% [1]. - The stock has appreciated by 11.67% year-to-date, but has seen a decline of 2.47% over the last five trading days [1]. - The company has appeared on the "龙虎榜" (a stock trading leaderboard) once this year, with a net buy of 3.4919 million yuan on August 28 [1]. Shareholder Information - As of September 30, 2025, Dongpeng Holdings had 27,800 shareholders, an increase of 0.23% from the previous period, with an average of 41,099 circulating shares per shareholder, a decrease of 0.23% [2]. - The fourth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 43.6402 million shares, an increase of 2.02416 million shares from the previous period [3]. Business Overview - Dongpeng Holdings, established on November 4, 2011, and listed on October 19, 2020, specializes in the research, production, and sales of building sanitary ceramics, primarily tiles and sanitary ware [1]. - The revenue composition includes glazed tiles (83.73%), sanitary ceramics (6.81%), bathroom products (5.86%), others (2.63%), and unglazed tiles (0.96%) [1].

Core Viewpoint - Haixiang New Materials is a leading PVC flooring manufacturer in China, established in December 2013 and listed on the Shenzhen Stock Exchange in September 2020, with a full industry chain advantage and products sold both domestically and internationally [1] Group 1: Business Performance - In Q3 2025, Haixiang New Materials reported revenue of 928 million yuan, ranking 8th in the industry out of 13 companies, with the industry leader Marco Polo generating 4.938 billion yuan [2] - The revenue composition includes SPC products at 360 million yuan (59.59%), WPC products at 105 million yuan (17.44%), LVT products at 104 million yuan (17.19%), and other products at 34.86 million yuan (5.77%) [2] - The net profit for the same period was 90.38 million yuan, ranking 5th in the industry, with Marco Polo leading at 1.062 billion yuan [2] Group 2: Financial Ratios - As of Q3 2025, Haixiang New Materials had a debt-to-asset ratio of 34.25%, down from 37.80% year-on-year, which is lower than the industry average of 39.52% [3] - The gross profit margin for Q3 2025 was 25.10%, down from 27.73% year-on-year, but still above the industry average of 23.08% [3] Group 3: Executive Compensation - The chairman, Wang Zhoulun, received a salary of 2.5618 million yuan in 2024, an increase of 15,300 yuan from 2023 [4] - The general manager, Wang Shufang, received a salary of 2.5445 million yuan in 2024, a decrease of 10,700 yuan from 2023 [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 6.95% to 10,600 [5] - The average number of circulating A-shares held per shareholder increased by 7.46% to 7,368.95 [5] - Notable changes among the top ten circulating shareholders include the entry of new shareholders and the exit of others [5]

Core Viewpoint - 德尔未来 is a leading home and new materials enterprise in China, focusing on the research, production, and sales of home products and graphene-related businesses, with a full industry chain advantage [1] Group 1: Business Overview - 德尔未来 was established on December 2, 2004, and listed on the Shenzhen Stock Exchange on November 11, 2011, with its registered and office address in Suzhou, Jiangsu Province [1] - The main business includes the research, production, and sales of wooden flooring, custom furniture, and density boards, as well as the development and sales of graphene preparation equipment and related new materials [1] Group 2: Financial Performance - In Q3 2025, 德尔未来 reported revenue of 831 million yuan, ranking 9th among 13 companies in the industry, with the industry leader, 马可波罗, generating 4.938 billion yuan [2] - The revenue composition shows that flooring products contributed 348 million yuan (66.53%), while custom furniture accounted for 169 million yuan (32.30%) [2] - The net profit for the same period was -70.09 million yuan, placing the company 12th in the industry, with the industry leader's net profit at 1.062 billion yuan [2] Group 3: Financial Ratios - As of Q3 2025, 德尔未来's debt-to-asset ratio was 33.21%, down from 56.22% year-on-year and below the industry average of 39.52%, indicating reduced debt pressure [3] - The gross profit margin for Q3 2025 was 17.65%, lower than the previous year's 20.87% and below the industry average of 23.08%, suggesting a need for improvement in profitability [3] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 12.52% to 42,200, while the average number of circulating A-shares held per household increased by 14.32% to 18,800 [5] - The top ten circulating shareholders saw a change, with 金元顺安元启灵活配置混合 (004685) exiting the list [5] Group 5: Executive Compensation - The chairman and general manager, 汝继勇, received a salary of 602,000 yuan in 2024, an increase of 110,000 yuan from 2023 [4]