10月10日，瑞可达跌5.02%，截至发稿，报76.11元/股，成交5.83亿元，换手率3.64%，总市值156.54亿 元。 资料显示，苏州瑞可达连接系统股份有限公司位于江苏省苏州市吴中区吴淞江科技产业园淞葭路998 号，成立日期2006年1月11日，上市日期2021年7月22日，公司主营业务涉及专业从事连接器产品的研 发、生产、销售和服务的高新技术企业。主营业务收入构成为：新能源连接器产品91.47%，通信连接 器产品3.96%，其他连接器产品3.01%，其他(补充)1.57%。 从基金十大重仓股角度 数据显示，恒越基金旗下1只基金重仓瑞可达。恒越成长精选混合A（010622）二季度增持7.57万股，持 有股数40.11万股，占基金净值比例为3.7%，位居第七大重仓股。根据测算，今日浮亏损失约161.26万 元。 恒越成长精选混合A（010622）基金经理为廖明兵。 截至发稿，廖明兵累计任职时间5年91天，现任基金资产总规模8.22亿元，任职期间最佳基金回报 62.24%， 任职期间最差基金回报-41.96%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限 ...

（文章来源：证券日报） 证券日报网讯胜蓝股份10月9日在互动平台回答投资者提问时表示，公司数通类连接器主要客户有浪 潮、曙光、联想、英业达等客户。 ...

据天眼查APP显示，苏州瑞可达连接系统股份有限公司成立于2006年01月11日，注册资本20567.4335万 人民币。（数据宝） | 成交量 | 成交金 | 成交价 | 相对当日收 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额（万 | 格 | 盘折溢价 | 买方营业部 | 卖方营业部 | | 股） | 元） | （元） | （%） | | | | | | | | 瑞银证券有限责任公司 | 高盛（中国）证券有限责任公司 | | 100.18 | 8027.47 | 80.13 | 0.00 | 上海花园石桥路证券营 | 上海浦东新区世纪大道证券营业 | | | | | | 业部 | 部 | 瑞可达10月9日大宗交易平台出现一笔成交，成交量100.18万股，成交金额8027.47万元，大宗交易成交 价为80.13元。该笔交易的买方营业部为瑞银证券有限责任公司上海花园石桥路证券营业部，卖方营业 部为高盛（中国）证券有限责任公司上海浦东新区世纪大道证券营业部。 10月9日瑞可达大宗交易一览 进一步统计，近3个月内该股累计发生4笔大宗交易，合计成交金额为2. ...

（文章来源：证券日报） 证券日报网讯电连技术10月9日在互动平台回答投资者提问时表示，以人形机器人为标杆的高端工业控 制应用领域正日益成熟，这一趋势不仅加速了工控领域高频、高速连接器的广泛应用，另外AI技术带 动高速连接器在通信领域如AI服务器及数据中心等的广泛运用，给行业发展带来较大的市场机遇。公 司密切关注AI技术大规模增加高频、高速连接使用场景的市场机遇，深入与头部应用客户与AI芯片厂 商合作，持续推进公司在工业控制领域及通信领域布局。 ...

Group 1 - The core viewpoint of the news is the performance and market position of Sichuan Huafeng Technology Co., Ltd., which saw a stock price increase of 5.31% to 104.49 CNY per share, with a total market capitalization of 48.169 billion CNY [1] - The company specializes in the research, production, and sales of optical and electrical connectors and cable components, with its main business revenue composition being 61.65% from components, 29.83% from connectors, 5.90% from system interconnection products, and 1.68% from other supporting components [1] - The company was established on November 21, 1994, and was listed on June 27, 2023, indicating a relatively recent entry into the public market [1] Group 2 - From the perspective of fund holdings, Jin Xin Fund has a significant position in Huafeng Technology, with its Jin Xin Multi-Strategy Selected Mixed A Fund holding 20,000 shares, representing 3.95% of the fund's net value, making it the fifth-largest holding [2] - The Jin Xin Multi-Strategy Selected Mixed A Fund has shown impressive performance, with a year-to-date return of 42.92% and a one-year return of 106.93%, ranking 236 out of 8010 in its category [2] - The fund manager, Tan Zhiming, has been in position for 174 days, with the fund's total asset size at 142 million CNY, achieving a best return of 45.06% during his tenure [3]

Core Insights - Huafeng Technology experienced a 3.62% decline in stock price on September 23, with a trading volume of 2.139 billion yuan [1] - The company reported a significant increase in revenue and net profit for the first half of 2025, with revenue reaching 1.105 billion yuan, up 128.26% year-on-year, and net profit of 151 million yuan, up 940.64% year-on-year [2] Financing and Margin Trading - On September 23, Huafeng Technology had a financing buy-in of 222 million yuan and a repayment of 280 million yuan, resulting in a net financing outflow of 58.53 million yuan [1] - The total margin trading balance for Huafeng Technology as of September 23 was 982 million yuan, with the financing balance accounting for 5.18% of the circulating market value, indicating a high level compared to the past year [1] - The company had a short selling activity on September 23, with 760 shares sold and a remaining short selling balance of 3.67 million shares, also indicating a high level compared to the past year [1] Shareholder Structure - As of June 30, 2025, Huafeng Technology had 22,200 shareholders, a decrease of 1.83% from the previous period, while the average number of circulating shares per shareholder increased by 3.84% to 8,171 shares [2] - The top ten circulating shareholders included several institutional investors, with notable increases in holdings from Guotou Ruijin New Energy Mixed A and Guotai Junan Military Industry ETF [3]

（文章来源：证券日报） 证券日报网讯维峰电子9月22日在互动平台回答投资者提问时表示，公司股价波动受市场环境、资金偏 好、行业预期等多重因素综合影响，与业务基本面并非完全线性对应。公司核心竞争力在于工业级精密 连接器领域积累的高可靠性、高耐受性、抗干扰、长寿命技术优势，且拥有与国内外多家头部客户的合 作经验，产品质量通过严苛验证。当前人形机器人产业仍处技术路线迭代与商业化初期阶段，尚未形成 规模化需求，目前相关业务占公司营收比重较小，公司将持续深化技术协同、加速场景落地及客户导 入，建议投资者关注产业中长期发展逻辑与公司已验证的技术转化能力。 ...

Group 1 - The core viewpoint of the news is that Huafeng Technology has seen a significant increase in stock price and trading volume, indicating strong market interest and potential investment opportunities [1] - As of September 22, Huafeng Technology's stock price rose by 5.34% to 110.55 CNY per share, with a trading volume of 2.327 billion CNY and a turnover rate of 12.06%, resulting in a total market capitalization of 50.963 billion CNY [1] - The company, established on November 21, 1994, specializes in the research, production, and sales of optical and electrical connectors and cable components, providing system solutions to customers [1] Group 2 - From the perspective of major fund holdings, one fund under E Fund has a significant position in Huafeng Technology, with E Fund CSI 1000 Quantitative Enhanced A holding 17,000 shares, accounting for 0.41% of the fund's net value, ranking as the ninth largest holding [2] - The E Fund CSI 1000 Quantitative Enhanced A fund, established on April 25, 2023, has a current scale of 128 million CNY and has achieved a year-to-date return of 36.32%, ranking 1185 out of 4222 in its category [2] - The fund's managers, Yin Ming and Huang Jiansheng, have demonstrated strong performance, with Yin Ming achieving a best return of 92.37% and Huang Jiansheng achieving a best return of 57.73% during their respective tenures [2]

Core Insights - Yushu Technology is preparing for an IPO, gaining attention after its robot performance during the Spring Festival Gala [1] - The breakthrough in connector technology by a small Chinese company, Aimes, has disrupted the US technology monopoly [2] - Aimes' success illustrates a new path for innovation in the connector industry [3] Company Development - Aimes was founded by Hu Zhengyu, who started as a technical worker in a connector factory and accumulated extensive practical experience over nearly a decade [5] - Initially, Aimes struggled with limited resources, relying on OEM production for foreign companies, but shifted focus to developing proprietary technology in 2007 [8][9] - The first product, the XT60 connector, was launched in 2009, outperforming US counterparts with a 30% higher current capacity and a 40% lower contact resistance [11] Product Evolution - Following the XT60, Aimes introduced the MR30 connector around 2010, which became popular for its compact size and high current capacity, leading to significant sales growth [13] - Aimes partnered with Yushu Technology in 2015, providing connectors that were crucial for the development of Yushu's robots, resulting in a decade-long collaboration [14][16] Market Impact - After the Spring Festival Gala performance in 2025, Aimes saw a dramatic increase in orders, from an average of less than 10,000 sets per month in 2022 to nearly 200,000 sets per month by 2025, marking a 2000% growth [18] - Aimes now holds a 60% market share in the global humanoid robot connector market and has established partnerships with several well-known companies [19] Industry Insights - Aimes' success highlights the unique advantages of private enterprises in technological innovation, including rapid market response and flexible management [20] - The company exemplifies how small, specialized firms can thrive in niche markets that larger corporations may overlook, focusing on critical components like connectors [22][23]

Group 1 - The core point of the article is that DingTong Technology announced the establishment of a wholly-owned subsidiary in Vietnam to enhance its strategic layout and expand overseas market operations [1] - The company plans to invest up to 15 million USD, with the investment to be made in phases based on project progress [1] - The decision was made during the 14th meeting of the third board of directors held on September 15, 2025 [1] Group 2 - The investment is based on the company's years of technical accumulation in the connector industry and the current market conditions [1] - The establishment of the subsidiary is part of the company's strategy to optimize its business operations and explore new markets [1]