12月30日，拓普集团涨1.03%，截至发稿，报72.69元/股，成交4.90亿元，换手率0.39%，总市值1263.23 亿元。 截至发稿，张昆累计任职时间5年100天，现任基金资产总规模180.04亿元，任职期间最佳基金回报 19.72%， 任职期间最差基金回报-3.7%。 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 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，汇安基金旗下1只基金重仓拓普集团。汇安信泰稳健一年持有期混合A（012479）三季度持 有股数1400股，占基金净值比例为0.2%，位居第六大重仓股。根据测算，今日浮盈赚取约1036元。 汇安信泰稳健一年持有期混合A（012479）成立日期2021年11月9日，最新规模2389.19万。今年以来收 益1.42%，同类排名7583/8087；近一年收益1.35%，同类排名7566/8085；成立以来亏损9.2%。 汇安信泰稳健一年持有期混合A（012479）基金经理为张昆。 资料显示，宁波拓普集团股份有限公司位于浙江省宁波 ...

Group 1 - The core point of the news is that Haoneng Co., Ltd. experienced a stock decline of 1.55%, with a current share price of 13.98 yuan and a total market capitalization of 12.866 billion yuan [1] - Haoneng Co., Ltd. is based in Chengdu, Sichuan Province, and was established on September 25, 2006. The company was listed on November 28, 2017, and its main business involves the research, production, and sales of synchronizer components for automotive transmissions [1] - The revenue composition of Haoneng Co., Ltd. includes synchronizers at 48.89%, differentials at 21.21%, other components at 14.50%, aerospace parts at 13.22%, and additional items at 2.19% [1] Group 2 - From the perspective of fund holdings, one fund under Dongfang Fund has a significant position in Haoneng Co., Ltd. The Dongfang Strategy Growth Mixed Fund (400007) held 170,000 shares in the third quarter, accounting for 2.24% of the fund's net value, making it the fifth-largest holding [2] - The Dongfang Strategy Growth Mixed Fund (400007) was established on June 3, 2008, with a current size of 126 million yuan. Year-to-date, it has achieved a return of 10.77%, ranking 5676 out of 8087 in its category, and a one-year return of 9.52%, ranking 5752 out of 8085 [2] - The fund manager of Dongfang Strategy Growth Mixed Fund (400007) is Wang Fangling, who has been in the position for nearly four years. The fund's total asset size is 387 million yuan, with the best return during her tenure being 16.75% and the worst being -31.27% [3]

| 项目 | 本报告期 | 本报告期 比上年同 | | में 末 | | --- | --- | --- | --- | --- | | | | | 年初至报告期末 | | | | | 期增减变 | | 壇 | | | | 动幅度(%) | | | | 营业收入 | 3, 954, 156, 225. 23 | 14. 91 | 11. 413. 334. 098. 74 | | | 利润总额 | 214, 242, 126. 03 | -32. 85 | 685, 037, 121. 13 | | | 归属于上市公司股东的 | 200, 424, 237. 42 | -27. 10 | 622. 599. 851. 13 | | | 净利润 | | | | | | 归属于上市公司股东的 扣除非经常性损益的净 | 200, 387, 259. 44 | -20. 27 | 615. 862. 473. 32 | | | 利润 | | | | | | 经营活动产生的现金流 | 不适用 | 不适用 | 256, 926, 699, 50 | | | 量净额 | | | | | | 基本每股收益(元/股) | 0 ...

融券方面，精锻科技12月29日融券偿还6000.00股，融券卖出100.00股，按当日收盘价计算，卖出金额 1400.00元；融券余量1.60万股，融券余额22.40万元，超过近一年90%分位水平，处于高位。 资料显示，江苏太平洋精锻科技股份有限公司位于江苏省泰州市姜堰区双登大道198号，成立日期1992 年12月9日，上市日期2011年8月26日，公司主营业务涉及汽车差速器锥齿轮、汽车变速器结合齿齿轮、 汽车变速器轴类件、EDL(电子差速锁齿轮)、同步器齿圈、离合器驱动盘毂类零件、驻车齿轮、新能源 汽车用电机轴和差速器总成、高端农业机械用齿轮等。主营业务收入构成为：齿轴类74.67%，总成类 22.98%，其他(补充)2.35%。 截至9月30日，精锻科技股东户数3.11万，较上期减少7.82%；人均流通股18348股，较上期增加 19.52%。2025年1月-9月，精锻科技实现营业收入14.92亿元，同比增长1.67%；归母净利润9188.19万 元，同比减少20.85%。 分红方面，精锻科技A股上市后累计派现6.24亿元。近三年，累计派现2.01亿元。 12月29日，精锻科技涨0.94%，成交额3.02 ...

Group 1 - The core viewpoint of the news is that Wan'an Technology's stock performance and financing activities indicate a high level of market interest, with significant trading volume and a notable financing balance [1][2]. - As of December 29, Wan'an Technology's stock price decreased by 0.27%, with a trading volume of 320 million yuan. The net financing amount was -5.11 million yuan, indicating more repayments than new purchases [1]. - The total financing and margin trading balance for Wan'an Technology reached 341 million yuan, accounting for 4.44% of its market capitalization, which is above the 80th percentile of the past year [1]. Group 2 - As of December 19, the number of shareholders for Wan'an Technology increased by 5.95% to 47,200, while the average number of circulating shares per person decreased by 5.61% to 10,495 shares [2]. - For the period from January to September 2025, Wan'an Technology reported a revenue of 3.46 billion yuan, representing a year-on-year growth of 14.15%, and a net profit attributable to shareholders of 148 million yuan, with a slight increase of 0.30% [2]. - Since its A-share listing, Wan'an Technology has distributed a total of 267 million yuan in dividends, with 69.46 million yuan distributed over the past three years [3].

多元聚能兴工业 转型蝶变启新程 ——我市推动工业经济高质量发展行稳致远 投产运营的灵台电厂 记者 贾灏 摄 □记者 张成龙 "十四五"时期，平凉挣脱"一煤独大"的路径依赖，锚定"三区一城市"目标定位，紧盯打造全省工业转型发展创新区聚力 突破，以强工业行动为总牵引，在传统产业升级中夯实根基，在新兴产业培育中开拓新局，煤炭、生物制造、汽车零部 件、食品加工、新材料等多产业齐头并进，共同书写了工业经济量质齐升的转型答卷。规上工业增加值预计2025年底达 145亿元，较"十三五"末增加62.04亿元，年均增长7.8%；工业固投增速33个月保持30%以上；22个工业行业大类中14个实 现增长，新兴产业增速最高超240%…… 一组组实打实的数据，一个个看得见的变化，印证着平凉工业从"单点支撑"到"多点绽放"的深刻变革，彰显着转型发展 的强劲动能。 传统产业"焕新" 传统产业是平凉工业的"压舱石"，"十四五"期间，平凉没有停留在"吃老本"，而是以技术改造、智能升级、链条延伸为 抓手，让煤炭、电力、建材等传统产业在迭代中焕发新生机。 煤炭产业告别"挖煤卖煤"的粗放模式，迈向"智采+深加工"的高质量发展新阶段。累计实施煤矿智能 ...

报告发布方：中金企信国际咨询 项目可行性报告&商业计划书专业权威编制服务机构（符合发改委印发项目可行性研究报告编制要求）-中金企信国际咨询：集13年项目编制服务经验为各 类项目立项、投融资、商业合作、贷款、批地、并购&合作、投资决策、产业规划、境外投资、战略规划、风险评估等提供项目可行性报告&商业计划书编 制、设计、规划、咨询等一站式解决方案。助力项目实施落地、提升项目单位申报项目的通过效率。 （1）全球汽车零部件行业发展现状分析：汽车零部件是汽车工业发展的基础，是汽车工业的重要组成部分。整车市场的新增产量决定了汽车零部件产业的 生产增量需求，而汽车保有量则决定了汽车售后服务市场对汽车零部件的需求。因此，从应用场景角度分类，可以将汽车零部件行业分为向整车制造商供货 的主机配套市场和用于零部件维修改装的售后服务市场。"主机配套市场+售后服务市场"模式为汽车零部件行业提供了巨大的发展空间。 20世纪80年代以来，随着发达国家汽车市场逐步饱和，竞争日益激烈，全球汽车产业链开始重构。汽车主机厂为争夺市场，把业务重点放在新车型研发和市 场营销上，逐渐剥离原有零部件业务，降低汽车零部件自制率，实行精细化生产。汽车零部件行 ...

Group 1 - The core viewpoint of the news is that 泰祥股份 (Tai Xiang Co., Ltd.) has shown a mixed performance in terms of stock trading and financial results, with notable changes in financing and shareholder structure [1][2][3] Group 2 - On December 29, 泰祥股份 experienced a stock price increase of 1.34%, with a trading volume of 47.11 million yuan. The financing buy-in amount for the day was 5.56 million yuan, while the financing repayment was 3.92 million yuan, resulting in a net financing buy of 1.65 million yuan [1] - As of December 29, the total financing and securities lending balance for 泰祥股份 was 71.73 million yuan, which accounts for 2.38% of its circulating market value, indicating a high level compared to the past year [1] - The company specializes in the research, manufacturing, and sales of automotive parts, aiming to become a global supplier of core components for power and transmission systems that meet international standards. The main revenue sources include aluminum castings (55.59%), spindle covers (34.66%), and differential housings (7.48%) [1] - As of September 30, the number of shareholders for 泰祥股份 was 4,993, a decrease of 20.63% from the previous period, while the average circulating shares per person increased by 26% to 9,587 shares [2] - For the period from January to September 2025, 泰祥股份 reported a revenue of 342 million yuan, representing a year-on-year growth of 9.80%. However, the net profit attributable to shareholders decreased by 3.65% to 42.18 million yuan [2] - Since its A-share listing, 泰祥股份 has distributed a total of 64.93 million yuan in dividends [3] - As of September 30, 2025, 中信保诚多策略混合(LOF)A (CITIC Prudential Multi-Strategy Mixed Fund) has exited the list of the top ten circulating shareholders of 泰祥股份 [3]

Core Viewpoint - Xingyu Co., Ltd. has shown a mixed performance in terms of stock trading and financial results, with notable increases in revenue and net profit, while also experiencing fluctuations in shareholder composition and financing activities [1][2]. Group 1: Stock Performance and Financing - On December 29, Xingyu Co., Ltd. saw a stock decline of 0.63% with a trading volume of 181 million yuan [1]. - The financing buy-in amount for the day was 18.47 million yuan, with a net financing buy of 1.45 million yuan, indicating active trading [1]. - The total financing and securities balance reached 205 million yuan, with the financing balance accounting for 0.57% of the circulating market value, which is above the 70th percentile of the past year [1]. Group 2: Financial Results - For the period from January to September 2025, Xingyu Co., Ltd. reported a revenue of 10.71 billion yuan, reflecting a year-on-year growth of 16.09% [2]. - The net profit attributable to shareholders was 1.14 billion yuan, marking a year-on-year increase of 16.76% [2]. - The company has distributed a total of 3.71 billion yuan in dividends since its A-share listing, with 1.14 billion yuan distributed over the past three years [2]. Group 3: Shareholder Composition - As of September 30, 2025, the number of shareholders increased by 19.06% to 13,800, while the average circulating shares per person decreased by 16.01% to 20,772 shares [2]. - Hong Kong Central Clearing Limited is the second-largest circulating shareholder, increasing its holdings by 12.72 million shares to 36.86 million shares [2]. - New shareholders include Huaxia Energy Innovation Stock A, holding 1.80 million shares, while other major shareholders have seen reductions in their holdings [2].

Group 1 - The core viewpoint of the news is that Hai Lian Jin Hui has shown significant trading activity, with a notable increase in financing and a high level of margin trading, indicating strong investor interest [1] - On December 29, Hai Lian Jin Hui's stock price increased by 1.56%, with a trading volume of 1.557 billion yuan. The financing buy-in amount was 187 million yuan, while the financing repayment was 158 million yuan, resulting in a net financing purchase of approximately 28.27 million yuan [1] - As of December 29, the total margin trading balance for Hai Lian Jin Hui was 646 million yuan, with the financing balance accounting for 6.05% of the circulating market value, which is above the 80th percentile of the past year [1] Group 2 - As of September 30, the number of shareholders for Hai Lian Jin Hui was 118,800, a decrease of 34.48% from the previous period, while the average circulating shares per person increased by 52.62% to 9,842 shares [2] - For the period from January to September 2025, Hai Lian Jin Hui reported operating revenue of 5.102 billion yuan, a year-on-year decrease of 14.42%, while the net profit attributable to shareholders increased by 354.05% to 201 million yuan [2] - Since its A-share listing, Hai Lian Jin Hui has distributed a total of 219 million yuan in dividends, with no dividends paid in the last three years [3]