Core Viewpoint - Haomai Technology's stock has shown a mixed performance with a year-to-date increase of 22.21%, while recent trading days have seen slight gains and a decline over the past 60 days [1] Financial Performance - For the first half of 2025, Haomai Technology reported revenue of 5.265 billion yuan, representing a year-on-year growth of 27.25% [2] - The net profit attributable to shareholders for the same period was 1.197 billion yuan, reflecting a year-on-year increase of 24.65% [2] Shareholder Information - As of June 30, 2025, the number of shareholders for Haomai Technology was 16,500, an increase of 2.82% from the previous period [2] - The average number of tradable shares per shareholder was 48,181, which decreased by 2.71% compared to the previous period [2] Dividend Distribution - Since its A-share listing, Haomai Technology has distributed a total of 3.976 billion yuan in dividends, with 1.417 billion yuan distributed over the last three years [3] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the fifth-largest circulating shareholder, holding 26.3588 million shares, a decrease of 558,900 shares from the previous period [3] - Dacheng Gaoxin Stock A was the sixth-largest circulating shareholder, holding 22.1351 million shares, down by 33,900 shares from the previous period [3]

Core Viewpoint - Dazhu CNC has experienced significant stock price growth in 2023, with a year-to-date increase of 227% and a recent surge of 36.76% over the past five trading days [2] Group 1: Stock Performance - As of September 12, Dazhu CNC's stock price reached 117.00 CNY per share, with a trading volume of 9.70 billion CNY and a market capitalization of 497.85 billion CNY [1] - The stock has shown a remarkable increase of 178.37% over the past 60 days [2] Group 2: Financial Performance - For the first half of 2025, Dazhu CNC reported a revenue of 2.382 billion CNY, reflecting a year-on-year growth of 52.26%, and a net profit attributable to shareholders of 263 million CNY, up 83.82% [3] Group 3: Shareholder and Dividend Information - Since its A-share listing, Dazhu CNC has distributed a total of 1.533 billion CNY in dividends, with 1.365 billion CNY distributed over the past three years [4] - As of June 30, 2025, the number of shareholders increased by 5.96% to 22,000, with an average of 2,827 circulating shares per person [3][4]

Core Viewpoint - The stock of Sichuan Shudao Equipment Co., Ltd. has shown a positive trend in recent months, with significant increases in both stock price and financial performance, indicating potential growth opportunities in the specialized equipment sector. Financial Performance - As of June 30, 2023, the company achieved a revenue of 205 million yuan, representing a year-on-year growth of 35.24% [2] - The net profit attributable to shareholders reached 10.15 million yuan, marking a substantial increase of 5972.30% year-on-year [2] Stock Market Activity - On September 12, 2023, the stock price decreased by 2.04%, trading at 19.20 yuan per share with a total transaction volume of 130 million yuan [1] - The stock has increased by 9.85% year-to-date, with a 4.23% rise over the last five trading days, 8.66% over the last twenty days, and 22.29% over the last sixty days [1] Shareholder Information - The number of shareholders increased to 15,900, a rise of 6.44% compared to the previous period [2] - The average number of circulating shares per shareholder is 13,028, which is an increase of 33.82% [2] Business Overview - Sichuan Shudao Equipment specializes in providing liquefied natural gas (LNG) equipment, storage tanks, and environmental protection equipment, with LNG devices accounting for 54.94% of its revenue [1] - The company was established on April 28, 2008, and went public on August 23, 2016 [1] Dividend Distribution - Since its A-share listing, the company has distributed a total of 23.94 million yuan in dividends, with 8.19 million yuan distributed over the last three years [3]

Core Viewpoint - Jin Cai Hulian's stock price has shown a significant increase this year, with a notable rise in trading activity and a mixed performance in financial results [1][2]. Group 1: Stock Performance - As of September 12, Jin Cai Hulian's stock price was 11.90 CNY per share, down 2.06% during the trading session, with a total market capitalization of 9.272 billion CNY [1]. - The stock has increased by 26.46% year-to-date, with a 1.45% rise over the last five trading days, 16.10% over the last 20 days, and 24.09% over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" seven times this year, with the most recent appearance on September 4, where it recorded a net buy of 196 million CNY [1]. Group 2: Financial Performance - For the first half of 2025, Jin Cai Hulian reported operating revenue of 468 million CNY, a decrease of 22.30% year-on-year, while net profit attributable to shareholders was 32.81 million CNY, an increase of 2063.57% [2]. - The company has cumulatively distributed 113 million CNY in dividends since its A-share listing, with no dividends distributed in the past three years [3]. Group 3: Shareholder Information - As of July 18, the number of shareholders for Jin Cai Hulian was 100,000, a decrease of 4.07% from the previous period, with an average of 6,952 circulating shares per shareholder, an increase of 4.24% [2]. - The fourth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 13.7257 million shares, which increased by 5.9668 million shares compared to the previous period [3].

Group 1 - The stock price of Giant Wheel Intelligent increased by 2.04% on September 12, reaching 8.99 CNY per share, with a trading volume of 790 million CNY and a turnover rate of 4.61%, resulting in a total market capitalization of 19.773 billion CNY [1] - Year-to-date, the stock price has risen by 80.89%, with a 0.45% increase over the last five trading days, a 10.58% increase over the last 20 days, and a 17.98% increase over the last 60 days [1] - The company has appeared on the trading leaderboard 19 times this year, with the most recent appearance on September 3, where it recorded a net buy of -268 million CNY [1] Group 2 - Giant Wheel Intelligent Equipment Co., Ltd. was established on December 30, 2001, and listed on August 16, 2004, primarily engaged in manufacturing and selling automotive tire molds and related equipment [2] - The revenue composition of the company includes 40.76% from robotics and intelligent equipment, 34.45% from tire molds, 20.85% from hydraulic vulcanizing machines, and 3.79% from other sources [2] - As of June 30, the number of shareholders decreased to 390,200, with an average of 4,968 circulating shares per person, which is an increase of 10.13% [2] Group 3 - Since its A-share listing, Giant Wheel Intelligent has distributed a total of 317 million CNY in dividends, with 2.1994 million CNY distributed in the last three years [3] - As of June 30, 2025, the second-largest circulating shareholder is the Huaxia CSI Robotics ETF, holding 49.2562 million shares, an increase of 8.7592 million shares from the previous period [3] - The Hong Kong Central Clearing Limited, as the fifth-largest circulating shareholder, reduced its holdings by 14.9337 million shares [3]

Company Overview - Hefei HuoDuan Intelligent Manufacturing Co., Ltd. was established on September 7, 1997, and listed on November 7, 2014. The company specializes in the research, production, and sales of forging equipment and intelligent detection and sorting equipment [2] - The main business revenue composition includes color sorters (49.80%), hydraulic presses (30.93%), mechanical presses (14.87%), and other (3.62%) [2] - As of June 30, 2025, the number of shareholders is 70,900, a decrease of 11.09% from the previous period, with an average of 6,975 circulating shares per person, an increase of 12.47% [2] Financial Performance - For the first half of 2025, the company achieved operating revenue of 982 million yuan, a year-on-year increase of 8.23%, while the net profit attributable to the parent company was 9.51 million yuan, a year-on-year decrease of 11.39% [2] - The company has distributed a total of 157 million yuan in dividends since its A-share listing, with 14.83 million yuan distributed in the last three years [3] Stock Performance - On September 12, the stock price of HuoDuan Intelligent rose by 2.01%, reaching 17.75 yuan per share, with a trading volume of 862 million yuan and a turnover rate of 9.93%, resulting in a total market capitalization of 8.776 billion yuan [1] - Year-to-date, the stock price has increased by 159.12%, with a 15.79% rise over the last five trading days, a 10.04% rise over the last 20 days, and an 18.49% rise over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" 19 times this year, with the most recent appearance on June 19, where it recorded a net buy of -125 million yuan [1] Institutional Holdings - As of June 30, 2025, the fourth largest circulating shareholder is Huaxia High-end Manufacturing Mixed A, holding 4.6428 million shares, an increase of 900 shares from the previous period. Huaxia Leading Stock is the tenth largest circulating shareholder, holding 2 million shares as a new shareholder [3]

Company Overview - Keda Manufacturing Co., Ltd. is located in Shunde District, Foshan City, Guangdong Province, and was established on December 11, 1996. The company was listed on October 10, 2002. Its main business involves the production and sales of building materials machinery, overseas building materials, lithium battery materials and equipment, and strategic investments in lithium salt business [1][2]. Financial Performance - As of June 30, 2025, Keda Manufacturing achieved operating revenue of 8.188 billion yuan, representing a year-on-year growth of 49.04%. The net profit attributable to shareholders was 745 million yuan, with a year-on-year increase of 63.95% [2]. - The company has cumulatively distributed cash dividends of 3.864 billion yuan since its A-share listing, with 2.299 billion yuan distributed in the past three years [3]. Stock Performance - On September 12, Keda Manufacturing's stock price fell by 2.08%, trading at 11.28 yuan per share, with a total market capitalization of 21.633 billion yuan. The stock has increased by 48.30% year-to-date, but has seen a decline of 4.89% in the last five trading days and 2.93% over the last 20 days [1]. - The stock's trading volume on September 12 was 1.05 billion yuan, with a turnover rate of 0.48%. The net outflow of main funds was 5.9687 million yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders of Keda Manufacturing was 59,700, a decrease of 19.87% from the previous period. The average number of circulating shares per person increased by 24.80% to 32,144 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranked as the third-largest shareholder, holding 139 million shares, an increase of 24.3081 million shares compared to the previous period [3]. Business Segmentation - The revenue composition of Keda Manufacturing is as follows: overseas building materials 46.06%, building materials machinery 31.38%, lithium battery materials 11.33%, new energy equipment 8.68%, and others 2.55% [1]. - The company is classified under the Shenwan industry category of machinery equipment - specialized equipment - other specialized equipment, and is involved in several concept sectors including marine engineering equipment, coal chemical industry, energy conservation and environmental protection, and machinery [1].

Company Overview - Strong瑞技术's stock price increased by 2.01% on September 11, reaching 86.94 CNY per share, with a trading volume of 208 million CNY and a turnover rate of 2.76%, resulting in a total market capitalization of 8.993 billion CNY [1] - The company is located in Shenzhen, Guangdong Province, and was established on August 30, 2005, with its IPO on November 10, 2021. Its main business involves the research, design, production, and sales of tooling and testing fixtures and equipment, with 100% of its revenue coming from the specialized equipment manufacturing industry [1][2] Financial Performance - For the first half of 2025, Strong瑞技术 achieved operating revenue of 840 million CNY, representing a year-on-year growth of 74.64%. The net profit attributable to the parent company was 54.91 million CNY, an increase of 15.57% year-on-year [2] - Since its A-share listing, the company has distributed a total of 170 million CNY in dividends, with 133 million CNY distributed over the past three years [3] Stock Market Activity - Year-to-date, Strong瑞技术's stock price has risen by 115.81%, with a 2.77% increase over the last five trading days, a 31.73% increase over the last 20 days, and a 79.07% increase over the last 60 days [1] - As of August 29, the number of shareholders increased to 25,600, up by 5.59%, with an average of 3,447 circulating shares per person, a decrease of 5.29% [2] Industry Classification - Strong瑞技术 belongs to the machinery equipment sector, specifically in the specialized equipment category, and is associated with concepts such as small-cap stocks, machine vision, Xiaomi concept, liquid cooling, and margin trading [2]

Group 1 - The core viewpoint of the report indicates that companies with upward revisions in earnings before and after the disclosure of mid-year performance are primarily concentrated in sectors such as pharmaceuticals (chemical preparations, medical R&D outsourcing, other biological products, raw materials), TMT (digital chip design, IT services III, vertical application software, communication network equipment and devices, gaming III, printed circuit boards, analog chip design), and high-end manufacturing (chassis and engine systems, other specialized equipment, energy and heavy equipment, aerospace equipment III, lithium batteries) [1] - Additional sectors identified with upward earnings revisions include securities, copper, pesticides, other chemical products, and thermal power [1]

Group 1 - The core viewpoint of the report indicates that companies with upward revisions in earnings before and after the disclosure of mid-year performance are primarily concentrated in specific sectors [1] Group 2 - The sectors with significant earnings upgrades include pharmaceuticals, particularly in chemical preparations, medical research outsourcing, other biological products, and raw materials [1] - The TMT sector shows notable performance improvements in areas such as digital chip design, IT services, vertical application software, communication network equipment and devices, gaming, printed circuit boards, and analog chip design [1] - High-end manufacturing also demonstrates upward earnings revisions, especially in chassis and engine systems, other specialized equipment, energy and heavy equipment, aerospace equipment, and lithium batteries [1] - Additional sectors experiencing earnings upgrades include securities, copper, pesticides, other chemical products, and thermal power [1]