11月19日，森源电气盘中下跌2.11%，截至13:46，报5.58元/股，成交9479.94万元，换手率1.81%，总市 值51.88亿元。 森源电气所属申万行业为：电力设备-电网设备-输变电设备。所属概念板块包括：低价、小盘、特高 压、农村电网、太阳能等。 截至9月30日，森源电气股东户数5.26万，较上期减少8.41%；人均流通股17671股，较上期增加9.18%。 2025年1月-9月，森源电气实现营业收入20.84亿元，同比增长8.23%；归母净利润1.44亿元，同比增长 10.05%。 分红方面，森源电气A股上市后累计派现6.67亿元。近三年，累计派现3719.03万元。 责任编辑：小浪快报 资金流向方面，主力资金净流出1072.02万元，特大单买入0.00元，占比0.00%，卖出112.04万元，占比 1.18%；大单买入1268.87万元，占比13.38%，卖出2228.86万元，占比23.51%。 森源电气今年以来股价涨21.83%，近5个交易日跌4.12%，近20日涨10.06%，近60日涨2.57%。 今年以来森源电气已经1次登上龙虎榜，最近一次登上龙虎榜为1月22日。 资料显示，河南森 ...

Core Viewpoint - TBEA Co., Ltd. has shown significant stock performance with an 86.15% increase year-to-date, despite a recent decline of 4.75% over the last five trading days [1] Financial Performance - For the period from January to September 2025, TBEA achieved a revenue of 72.988 billion yuan, reflecting a year-on-year growth of 0.90%. The net profit attributable to shareholders was 5.484 billion yuan, marking a 27.62% increase year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 15.118 billion yuan, with 6.591 billion yuan distributed over the past three years [3] Stock Market Activity - As of November 19, TBEA's stock price was 23.25 yuan per share, with a trading volume of 2.629 billion yuan and a turnover rate of 2.27%. The total market capitalization stood at 117.477 billion yuan [1] - The stock has appeared on the "龙虎榜" (a list of stocks with significant trading activity) once this year, with the most recent appearance on November 5 [1] Shareholder Information - As of September 30, 2025, TBEA had 354,100 shareholders, an increase of 10.92% from the previous period. The average number of circulating shares per shareholder was 14,268, a decrease of 9.84% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 116 million shares, a decrease of 10.7 million shares from the previous period [3]

近日该股表现 （原标题：洛凯股份连收3个涨停板） 洛凯股份盘中涨停，已连收3个涨停板，截至9:26，该股报26.59元，换手率1.06%，成交量192.99万股， 成交金额5131.55万元，涨停板封单金额为3181.82万元。连续涨停期间，该股累计上涨33.15%，累计换 手率为14.00%。最新A股总市值达48.55亿元。 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%、日涨幅偏离值达7%上榜龙虎榜1 次，买卖居前营业部中，营业部席位合计净卖出41.92万元。 公司发布的三季报数据显示，前三季公司共实现营业收入16.75亿元，同比增长9.60%，实现净利润 7142.16万元，同比下降14.93%，基本每股收益为0.4500元，加权平均净资产收益率6.18%。（数据宝） | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.11.18 | 10.01 | 4.44 | 5470.19 | | 2025.11.17 | 10.02 | 8.51 | 5220.76 | | 2025.11.14 | ...

Core Viewpoint - Several listed companies in China have announced dividend plans, indicating a trend of increasing shareholder returns and stable cash distributions [1][2][4]. Group 1: Dividend Announcements - Huillong Co. plans to distribute a cash dividend of 0.5 yuan per 10 shares, while Changgao Electric New plans to distribute 0.3 yuan per 10 shares [1]. - Aier Eye Hospital is set to distribute a total cash dividend of 7.44 billion yuan, with a dividend of 0.8 yuan per 10 shares [2]. - Midea Group has implemented a cash dividend of 5 yuan per 10 shares, totaling approximately 3.448 billion yuan [2]. Group 2: Company Performance and Dividends - Aier Eye Hospital reported a net profit of 3.11474 billion yuan, with a year-on-year net profit growth rate of -9.76% [2]. - Meihua Co. plans to distribute a cash dividend of 0.37 yuan per 10 shares, totaling approximately 12.55 million yuan, with a net profit of 128.6079 million yuan and a year-on-year growth rate of -10.66% [3]. - Changgao Electric New reported a net profit of 202.7069 million yuan and plans to distribute a cash dividend of 0.30 yuan per 10 shares, totaling approximately 18.61 million yuan [3]. Group 3: Industry Insights - Analysts suggest that stable dividend expectations can enhance company value and benefit investors, contributing to the stability of the capital market [4].

华明装备公告称，公司2025年前三季度权益分派方案为以总股本扣除已回购股份后的895,979,222股为基 数，每10股派现金红利2元，共派1.79亿元。因本次权益分派，公司对回购股份价格上限进行调整，由 24.18元/股调至23.98元/股，于11月25日生效。回购资金总额为1.5亿 - 2.5亿元，按此测算，预计回购股 份数量占总股本0.70% - 1.16%，具体以实际回购情况为准。 ...

Core Viewpoint - The company, TBEA Co., Ltd. (特变电工), has limited sales of transformers and reactors in North America, with a higher export volume to Asia and the Middle East [2]. Group 1 - The company has some sales of transformers and reactors in North America, but the order volume is relatively low [2]. - The majority of the company's international single-unit products are exported to Asia and the Middle East, which account for a significant portion of orders [2].

格隆汇11月18日丨特变电工(600089.SH)在投资者互动平台表示，公司变压器、电抗器等部分产品在北 美有销售，但订单相对较少。公司国际单机产品主要出口至亚洲及中东地区订单占比较大。 ...

Group 1 - The electric grid equipment sector is experiencing fluctuations, with the only electric grid equipment ETF (159326) down by 1.83% as of 14:07, while some component stocks like Shuangjie Electric and Ping An Electric are rising against the trend [1] - The electric grid equipment ETF has attracted significant capital, raising over 1.3 billion yuan in the last 10 trading days, reaching a total size of 1.915 billion yuan, a record high since its inception [1] - In October, 47 Chinese companies signed or completed overseas strategic cooperation agreements, with over 45 projects totaling approximately 69 GWh, indicating a rapid expansion of the electric power equipment industry overseas [1] Group 2 - The electric grid equipment ETF (159326) tracks the CSI Electric Grid Equipment Theme Index, with a strong representation in the sectors of transmission and transformation equipment, grid automation equipment, cable components, and distribution equipment [2] - The ultra-high voltage sector holds a significant weight of 64% in the ETF, the highest in the market, with leading companies like Guodian NARI, Tebian Electric, and Siyuan Electric among the top ten holdings [2]

Core Viewpoint - The stock of TBEA Co., Ltd. has experienced fluctuations, with a notable decline of 2.03% on November 18, 2023, despite a year-to-date increase of 81.99% [1] Financial Performance - For the period from January to September 2025, TBEA achieved a revenue of 72.988 billion yuan, reflecting a year-on-year growth of 0.90%, while the net profit attributable to shareholders was 5.484 billion yuan, up 27.62% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 15.118 billion yuan, with 6.591 billion yuan distributed over the past three years [3] Stock Market Activity - As of November 18, 2023, TBEA's stock price was 22.73 yuan per share, with a trading volume of 3.848 billion yuan and a turnover rate of 3.31%, resulting in a total market capitalization of 114.850 billion yuan [1] - The stock has seen a net outflow of 181 million yuan in principal funds, with significant buying and selling activity recorded [1] Shareholder Information - As of September 30, 2025, TBEA had 354,100 shareholders, an increase of 10.92% from the previous period, with an average of 14,268 circulating shares per shareholder, a decrease of 9.84% [2] - The third-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 116 million shares, a decrease of 10.7 million shares from the previous period [3]

Core Viewpoint - The electric grid equipment sector is experiencing a rebound, with significant capital inflow into the electric grid equipment ETF, indicating strong investor interest and potential growth in the sector driven by AI and global manufacturing recovery [1] Group 1: Market Performance - The electric grid equipment ETF (159326) saw its decline narrow to 0.48% by 10:32 AM, amidst a generally low opening for the market [1] - Over the past 10 trading days, the ETF has attracted over 1.3 billion yuan in capital, reaching a new high of 1.915 billion yuan in total assets [1] Group 2: Future Outlook - Guojin Securities anticipates that capital expenditures in AI will continue to rise, maintaining high demand expectations for electricity [1] - The global manufacturing recovery is expected to further increase electricity demand, potentially leading to a rapid growth period for global electricity consumption [1] - China holds a significant advantage in energy supply and pricing, with ample manufacturing capacity, suggesting that the country will benefit greatly from the anticipated increase in global electricity demand [1] Group 3: ETF Composition - The electric grid equipment ETF is the only one tracking the CSI Electric Grid Equipment Theme Index, with major components including power transmission and transformation equipment, grid automation devices, cable components, and distribution equipment [1] - The top ten holdings of the ETF include industry leaders such as Guodian NARI, TBEA, Sifang Electric, and Teradyne [1]