9月29日，北方股份盘中上涨2.03%，截至09:59，报22.16元/股，成交2401.49万元，换手率0.65%，总市 值37.67亿元。 资金流向方面，主力资金净流入250.91万元，大单买入449.83万元，占比18.73%，卖出198.93万元，占 比8.28%。 机构持仓方面，截止2025年6月30日，北方股份十大流通股东中，华商甄选回报混合A（010761）位居 第十大流通股东，持股92.92万股，为新进股东。 北方股份今年以来股价涨23.15%，近5个交易日涨3.07%，近20日跌9.18%，近60日跌0.73%。 资料显示，内蒙古北方重型汽车股份有限公司位于内蒙古包头市稀土高新技术产业开发区北方股份大 厦，成立日期1988年4月26日，上市日期2000年6月30日，公司主营业务涉及非公路矿用自卸车的研发、 生产、销售和服务。主营业务收入构成为：整车销售合同81.07%，备件及服务合同18.71%，其他(补 充)0.22%。 北方股份所属申万行业为：机械设备-专用设备-能源及重型设备。所属概念板块包括：央企改革、航天 军工、小盘、QFII持股、一带一路等。 截至6月30日，北方股份股东户数1. ...

9月26日，海默科技盘中下跌2.10%，截至13:07，报8.86元/股，成交1.21亿元，换手率3.93%，总市值 45.21亿元。 资金流向方面，主力资金净流出982.10万元，特大单买入270.50万元，占比2.24%，卖出744.97万元，占 比6.16%；大单买入2115.05万元，占比17.48%，卖出2622.68万元，占比21.68%。 海默科技今年以来股价涨64.68%，近5个交易日跌2.53%，近20日涨7.39%，近60日涨9.11%。 今年以来海默科技已经3次登上龙虎榜，最近一次登上龙虎榜为3月24日，当日龙虎榜净买入-8452.95万 元；买入总计6347.75万元 ，占总成交额比4.25%；卖出总计1.48亿元 ，占总成交额比9.90%。 资料显示，海默科技(集团)股份有限公司位于甘肃省兰州市城关区张苏滩593号，成立日期2000年12月 18日，上市日期2010年5月20日，公司主营业务涉及油气的勘探生产、相关技术的研究开发、配套设备 的设计制造以及钻完井和生产优化与测试等油田服务。主营业务收入构成为：多相计量产品及相关服务 55.37%，井下测试井及增产仪器、工具及相关服务21 ...

Company Overview - Fostar, established on July 4, 2000, is located in Hangzhou, Zhejiang Province, and specializes in the development, design, manufacturing, and sales of deep cooling technology and equipment, providing overall solutions for deep cooling systems [1] - The company's main business revenue composition includes: Air separation equipment (71.40%), Natural gas processing and liquefaction devices (23.13%), Others (5.46%), and Rental income (0.01%) [1] Stock Performance - As of September 26, Fostar's stock price increased by 2.05% to 51.25 CNY per share, with a total market capitalization of 8.2 billion CNY [1] - Year-to-date, Fostar's stock price has risen by 127.22%, with a 3.74% increase over the last five trading days, a 4.19% decrease over the last 20 days, and a 46.39% increase over the last 60 days [1] Financial Performance - For the first half of 2025, Fostar achieved operating revenue of 1.476 billion CNY, representing a year-on-year growth of 62.14%, and a net profit attributable to shareholders of 251 million CNY, reflecting a year-on-year increase of 140.45% [2] - Since its A-share listing, Fostar has distributed a total of 161 million CNY in dividends [3] Shareholder Information - As of June 30, 2025, Fostar had 9,526 shareholders, a decrease of 9.41% from the previous period, with an average of 5,200 circulating shares per shareholder, an increase of 10.39% [2] - Notable institutional shareholders include: - China Merchants Quantitative Selected Stock Fund (third largest, holding 1.2645 million shares, down 418,000 shares) - Hua'an Elegant Life Mixed Fund (fifth largest, holding 1.0266 million shares, up 485,100 shares) - Hua'an Huijia Selected Mixed Fund (seventh largest, holding 798,400 shares, up 315,400 shares) - Hua'an Jujia Selected Mixed Fund (eighth largest, holding 788,600 shares, up 363,800 shares) [3]

Group 1 - China Communications Signal (中国通号) won four significant railway projects with a total bid amount of approximately 1.36 billion yuan, accounting for about 4.19% of the company's audited revenue for 2024 [1] - China Railway (中国中铁) secured 11 major engineering projects with a total bid price of approximately 50.215 billion yuan, representing about 4.34% of the company's audited revenue for 2024 [2] - China Merchants Energy (招商轮船) received two new ships, including a 175,000 cubic meter LNG carrier and an 82,000-ton bulk carrier, expanding its fleet to 27 LNG vessels and 103 bulk carriers [3][4] Group 2 - North Medical (北大医药) obtained a drug registration certificate for Apremilast tablets, used for treating moderate to severe plaque psoriasis in adults [5] - Jihong Co. (吉宏股份) projected a net profit increase of 55%-65% year-on-year for the first three quarters of 2025, estimating a profit of 209 million to 222 million yuan [6] - Dongjie Intelligent (东杰智能) signed a framework agreement with a Malaysian construction company for an automated warehousing project valued at approximately 3.387 billion yuan [9] Group 3 - New Link Electronics (新联电子) won a procurement project from the State Grid with a total bid amount of 55.7756 million yuan [10] - Macro Construction (宏润建设) is expected to be awarded an EPC project with a bid price of 1.36 billion yuan [12] - Huakang Clean (华康洁净) secured a project for medical purification engineering with a bid price of 136 million yuan [22] Group 4 - New Nuo Wei (新诺威) received approval for clinical trials of its monoclonal antibody injection for Alzheimer's disease [23] - Changgao Electric (长高电新) won multiple procurement projects from the State Grid with a total bid amount of 313 million yuan, accounting for 17.77% of the company's audited revenue for 2024 [24] - Tian Shili (天士力) received approval for clinical trials of TSL2109 capsules for late-stage solid tumors [25] Group 5 - China Giant (中国巨石) announced a share buyback plan to repurchase 30 million to 40 million shares at a price not exceeding 22 yuan per share [48] - Dalong Real Estate (大龙地产) is in the process of acquiring a 60% stake in Beijing Chengzhu Real Estate Company [50]

Core Viewpoint - The company, 德固特, is experiencing positive market movements and is recognized as a "specialized, refined, distinctive, and innovative" enterprise, which enhances its competitiveness and stability in the industry [2][4]. Group 1: Company Performance - 德固特's stock increased by 1.38% on September 22, with a trading volume of 1.17 billion yuan and a market capitalization of 4.805 billion yuan [1]. - The company reported a revenue of 250 million yuan for the first half of 2025, a year-on-year decrease of 8.66%, and a net profit of 49.03 million yuan, down 28.23% year-on-year [10]. - The average trading cost of the stock is 32.52 yuan, with recent trading activity indicating a potential range between 29.80 and 35.38 yuan [8]. Group 2: Industry Position and Recognition - 德固特 has been included in the Ministry of Industry and Information Technology's list of "specialized, refined, distinctive, and innovative" small giant enterprises, which signifies its strong innovation capabilities and market share [2]. - The company benefits from the depreciation of the RMB, with overseas revenue accounting for 59.28% of total revenue [4]. - 德固特's main business segments include energy-saving heat exchange equipment (76.84%), equipment maintenance and modification (8.40%), and other environmental protection equipment [10]. Group 3: Technological Advancements - The company has developed a high-temperature air preheater for gasification, which can increase production by 45% and reduce fuel consumption by 9.3% to 13.2% [4]. - 德固特 is involved in innovative applications that integrate 5G, cloud computing, AI, and big data, enhancing its service offerings in the computing network sector [3].

Company Overview - Dewel, established on August 19, 2009, is located in Jiangbei New District, Nanjing, Jiangsu Province, and was listed on July 8, 2020. The company specializes in the research, production, and sales of oil and gas equipment components [2]. Stock Performance - Dewel's stock price has increased by 69.54% year-to-date, with a 2.37% rise over the last five trading days, a 3.51% increase over the last 20 days, and a 35.94% increase over the last 60 days [2]. - As of September 22, the stock price reached 32.45 CNY per share, with a market capitalization of 6.317 billion CNY [1]. Financial Performance - For the first half of 2025, Dewel reported a revenue of 563 million CNY, a slight decrease of 0.04% year-on-year, and a net profit attributable to shareholders of 51.526 million CNY, down 7.17% year-on-year [2]. - The company has distributed a total of 134 million CNY in dividends since its A-share listing, with 103 million CNY distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, Dewel had 4,500 shareholders, a decrease of 20.98% from the previous period, with an average of 43,259 circulating shares per shareholder, an increase of 26.56% [2]. - Notable institutional shareholders include Noan Pioneer Mixed A (320003) as the third-largest shareholder with 8.7888 million shares, and Noan Preferred Return Mixed A (001743) as the seventh-largest with 3.8760 million shares, both maintaining their holdings [3].

华伍股份所属申万行业为：机械设备-专用设备-能源及重型设备。所属概念板块包括：成飞概念、军民 融合、大飞机、航天军工、无人机等。 截至6月30日，华伍股份股东户数5.08万，较上期增加95.19%；人均流通股6667股，较上期减少 48.77%。2025年1月-6月，华伍股份实现营业收入6.27亿元，同比增长12.41%；归母净利润1689.09万 元，同比减少28.29%。 9月18日，华伍股份盘中下跌2.09%，截至14:28，报9.37元/股，成交1.05亿元，换手率3.26%，总市值 39.36亿元。 资金流向方面，主力资金净流出1194.06万元，特大单买入510.66万元，占比4.86%，卖出721.62万元， 占比6.87%；大单买入1352.60万元，占比12.87%，卖出2335.70万元，占比22.23%。 华伍股份今年以来股价涨39.96%，近5个交易日跌2.60%，近20日跌15.96%，近60日跌2.70%。 今年以来华伍股份已经6次登上龙虎榜，最近一次登上龙虎榜为7月22日，当日龙虎榜净买入1.51亿元； 买入总计2.14亿元 ，占总成交额比19.56%；卖出总计6284.49万元 ...

Company Overview - Zhongchuang Zhiling is located in the Zhengzhou Free Trade Zone, established on November 6, 2002, and listed on August 3, 2010. The company specializes in the production, sales, and service of coal mining hydraulic supports and their components, as well as automotive parts [1][2] - The main business revenue composition is 50.76% from coal machinery equipment and related materials, and 49.24% from automotive parts [1] Financial Performance - As of June 30, 2025, Zhongchuang Zhiling achieved operating revenue of 19.982 billion yuan, a year-on-year increase of 5.42%, and a net profit attributable to shareholders of 2.515 billion yuan, a year-on-year increase of 16.36% [2] - The company has cumulatively distributed 7.549 billion yuan in dividends since its A-share listing, with 4.498 billion yuan distributed in the last three years [3] Stock Performance - On September 17, Zhongchuang Zhiling's stock price increased by 2.03%, reaching 23.62 yuan per share, with a total market capitalization of 42.171 billion yuan [1] - The stock has seen a year-to-date increase of 99.16%, with a 3.64% rise over the last five trading days, 28.09% over the last 20 days, and 49.87% over the last 60 days [1] Shareholder Information - As of June 30, 2025, the number of shareholders is 46,700, a decrease of 5.52% from the previous period, with an average of 33,088 circulating shares per person [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, holding 77.7376 million shares, an increase of 6.3926 million shares from the previous period [3]

Company Overview - Zhongchuang Zhiling Industrial Technology Group Co., Ltd. is located in the Zhengzhou Free Trade Zone, established on November 6, 2002, and listed on August 3, 2010 [1] - The company primarily engages in the production, sales, and service of coal comprehensive mining hydraulic supports and their components, as well as automotive parts [1] - The revenue composition is 50.76% from coal machinery equipment and related materials, and 49.24% from automotive parts [1] Financial Performance - For the first half of 2025, Zhongchuang Zhiling achieved operating revenue of 19.982 billion yuan, a year-on-year increase of 5.42% [2] - The net profit attributable to shareholders for the same period was 2.515 billion yuan, reflecting a year-on-year growth of 16.36% [2] - Cumulative cash dividends since the A-share listing amount to 7.549 billion yuan, with 4.498 billion yuan distributed in the last three years [3] Stock Performance - As of September 16, Zhongchuang Zhiling's stock price increased by 94.44% year-to-date, with a recent 5-day increase of 1.05%, 20-day increase of 30.87%, and 60-day increase of 45.03% [1] - The stock was trading at 23.06 yuan per share with a market capitalization of 41.171 billion yuan [1] - The company experienced a net outflow of 20.5134 million yuan in principal funds, with significant buying and selling activity from large orders [1] Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 5.52% to 46,700, with an average of 33,088 circulating shares per person [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with both increasing their holdings compared to the previous period [3]

Core Viewpoint - CITIC Heavy Industries has shown a positive stock performance with a year-to-date increase of 27.79% and a market capitalization of 24.409 billion yuan as of September 16 [1] Company Overview - CITIC Heavy Industries, established on January 26, 2008, and listed on July 6, 2012, is located in Luoyang, Henan Province. The company specializes in the development, research, and sales of large equipment and key components in heavy equipment, engineering, robotics, and energy-saving environmental protection [1] - The main business revenue composition includes: mining and heavy equipment 69.48%, special materials 16.66%, robotics and intelligent equipment 11.26%, and new energy equipment 2.61% [1] Financial Performance - For the first half of 2025, CITIC Heavy Industries achieved an operating income of 3.981 billion yuan, a year-on-year increase of 2.35%, and a net profit attributable to shareholders of 203 million yuan, a year-on-year growth of 6.39% [2] - The company has distributed a total of 1.099 billion yuan in dividends since its A-share listing, with 304 million yuan distributed in the last three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders for CITIC Heavy Industries was 134,900, a decrease of 16.02% from the previous period, with an average of 33,732 circulating shares per person, an increase of 19.07% [2] - Major shareholders include Huaxia CSI Robotics ETF, holding 41.096 million shares, and Southern CSI 500 ETF, holding 27.125 million shares, both showing increases in holdings compared to the previous period [3] Market Activity - On September 16, 2023, CITIC Heavy Industries' stock price rose by 2.11%, with a trading volume of 146 million yuan and a turnover rate of 0.61% [1] - The stock has appeared on the daily trading leaderboard five times this year, with the most recent occurrence on March 31 [1]