9月11日，新强联涨5.28%，截至发稿，报37.46元/股，成交4.55亿元，换手率4.38%，总市值149.14亿 元。 资料显示，洛阳新强联回转支承股份有限公司位于河南省洛阳市新安县经济技术开发区洛新园区京津路 8号，成立日期2005年8月3日，上市日期2020年7月13日，公司主营业务涉及大型回转支承和工业锻件的 研发、生产和销售。主营业务收入构成为：风电类产品75.84%，锁紧盘7.26%，其他6.23%，锻件 6.05%，盾构机类产品1.49%，海工装备类产品1.39%，电力1.15%，其他轴承类产品0.42%，联轴器 0.10%，齿轮箱轴承产品0.03%，风电发电机组用传动组件0.03%。 从基金十大重仓股角度 嘉实兴锐优选一年持有期混合A（011841）成立日期2021年12月6日，最新规模5.03亿。今年以来收益 37.27%，同类排名1356/8175；近一年收益52.26%，同类排名2497/7982；成立以来亏损13.56%。 嘉实兴锐优选一年持有期混合A（011841）基金经理为刘斌。 截至发稿，刘斌累计任职时间15年295天，现任基金资产总规模59.44亿元，任职期间最佳基金回报 ...

Core Viewpoint - Jiangshun Technology experienced a slight decline in stock price and a net financing outflow, indicating potential investor caution amid declining revenue and profit figures [1][2]. Group 1: Stock Performance and Financing - On September 10, Jiangshun Technology's stock fell by 0.21%, with a trading volume of 107 million yuan [1]. - The company had a financing buy-in amount of 14.61 million yuan and a financing repayment of 19.72 million yuan, resulting in a net financing outflow of 5.11 million yuan [1]. - As of September 10, the total financing and securities balance for Jiangshun Technology was 112 million yuan, accounting for 10.30% of its market capitalization [1]. Group 2: Company Overview and Financial Performance - Jiangshun Technology, established on October 19, 2001, is located in Jiangyin City, Jiangsu Province, and specializes in the research, design, production, and sales of aluminum profile extrusion molds and components, supporting equipment, and precision mechanical parts [1]. - The company's main business revenue composition includes: aluminum profile extrusion molds and components (41.78%), supporting equipment (37.87%), precision mechanical parts (15.03%), and other businesses (5.31%) [1]. - For the first half of 2025, Jiangshun Technology reported a revenue of 494 million yuan, a year-on-year decrease of 14.11%, and a net profit attributable to shareholders of 49.56 million yuan, down 40.73% year-on-year [2]. Group 3: Shareholder Information - As of August 20, Jiangshun Technology had 7,512 shareholders, a decrease of 24.66% from the previous period [2]. - The average number of circulating shares per shareholder increased by 32.73% to 1,996 shares [2].

相关报告：智研咨询发布的《2025-2031年中国通用设备行业市场全景调研及发展趋向研判报告》 数据来源：国家统计局，智研咨询整理 根据国家统计局数据可知：2025年5月全国通用设备制造业出口货值为614.3亿元，同比增长3.5%；2025 年1-5月全国通用设备制造业累计出口货值为2992.7亿元，累计同比增长6.8%。 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 上市公司：中集集团（000039），沈阳机床（000410），冰山冷热（000530），宝塔实业（000595）， 中核科技（000777），冰轮环境（000811），秦川机床（000837），博深股份（002282），巨力索具 （002342），泰尔股份（002347），江苏神通（002438），巨星科技（002444），中南文化 （002445），宝馨科技（002514），日发精机（002520） 2019年-2025年1-5月全国通 ...

Core Viewpoint - Jiangsu Kehui Precision Technology Co., Ltd. has been established with a registered capital of 10 million RMB, focusing on various technology services and manufacturing sectors [1] Company Summary - The company is represented by Lu Sen and has a registered capital of 10 million RMB [1] - The business scope includes technology services, development, consulting, and transfer, as well as sales of high-speed precision gear transmission devices and heavy-load bearings [1] - The company is involved in the research and development of automotive and motorcycle parts, manufacturing of various components, and production of intelligent basic manufacturing equipment [1] Industry Summary - The company operates in multiple sectors including urban rail transit equipment manufacturing, metal materials manufacturing, and general equipment manufacturing [1] - It also engages in the wholesale and retail of automotive and motorcycle parts, as well as the sale of non-ferrous metal alloys [1] - The business activities are conducted under the legal framework, allowing for a wide range of manufacturing and sales operations [1]

8月CPI同比增速-0.4%，环比0.0%；PPI同比增速-2.9%，环比回升至0.0%。8月通胀保持稳步修复。在猪 周期影响下，食品价格对CPI形成主要拖累，但核心服务价格保持韧性，核心CPI同比大幅回升。反内 卷政策效果在8月PPI数据已有所显现，采掘工业价格动能回正，黑色链条也出现止跌回稳的迹象，同时 大宗商品涨价也带动了中下游加工业，后续观察涨价的持续性与弹性。 CPI：服务表现韧性，食品形成拖累 报告导读：反内卷政策效果在PPI中初步显现，大宗商品涨价也带动了中下游行业的价格修复，传导效 果较为明显。猪周期拖累CPI再次转负，但服务价格韧性，消费价格仍处于稳步回升的通道。 食品拖累主要来源于猪肉和蛋类。猪周期处于磨底阶段，企业去库压力较高，加之8月高温天气需求有 所回落，导致价格出现明显回落。随着9月需求回升，猪价或逐渐走出低位。鸡蛋价格明显回落，产蛋 鸡存栏量处在高位，同时暑假期间需求回落，猪肉价格下跌也对鸡蛋需求存在替代效应。其他食品价格 均符合季节性。 本文来自格隆汇专栏：国泰海通宏观研究，作者：韩朝辉 张剑宇 梁中华 风险提示：地产尾部压力依然存在、消费修复动能不及预期 注：以上内容节选自国 ...

天眼查App显示，近日，中透压缩机（上海）有限公司成立，法定代表人为孙伟堰，注册资本289万人 民币，经营范围为一般项目：气体压缩机械销售；气体压缩机械制造；通用设备制造（不含特种设备制 造）；气体、液体分离及纯净设备销售；泵及真空设备销售；风机、风扇销售；制冷、空调设备销售； 涂装设备销售；试验机销售；电子元器件批发；电力电子元器件销售；机械零件、零部件销售；电子元 器件零售；五金产品零售；五金产品批发；普通机械设备安装服务；机械设备销售；通讯设备销售；电 子专用设备销售；机械设备租赁；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广； 合同能源管理；运行效能评估服务。（除依法须经批准的项目外，凭营业执照依法自主开展经营活 动）。 ...

报告导读： 反内卷政策效果在 PPI 中初步显现，大宗商品涨价也带动了中下游行业的价 格修复，传导效果较为明显。猪周期拖累 CPI 再次转负，但服务价格韧性，消费价格仍处 于稳步回升的通道。 8 月 CPI 同比增速 -0.4% ，环比 0.0% ； PPI 同比增速 -2.9% ，环比回升至 0.0% 。 8 月通胀保持稳步修复。在猪周期影响下，食品价格对 CPI 形成 主要拖累，但核心服务价格保持韧性，核心 CPI 同比大幅回升。反内卷政策效果在 8 月 PPI 数据已有所显现，采掘工业价格动能回正，黑色链条也出现止跌 回稳的迹象，同时大宗商品涨价也带动了中下游加工业，后续观察涨价的持续性与弹性。 CPI ：服务表现韧性，食品形成拖累 PPI ：反内卷政策效果初步显现 反内卷政策效果将持续释放。 与 2015 年供给侧改革不同，本轮反内卷政策行动聚焦中下游行业"羊群投资"和盲目扩张造成的产能过剩，政策更加注重指引 企业通过规范竞争淘汰产能，并强化监督地方政府的投资推广行为，而非简单通过行政干预快速达到去产能的目的。这使得本轮价格回升的动能或稍显迟缓， 但基础却更加牢固。 风险提示： 地产尾部压力依然存在、 ...

Group 1: Inflation Trends - August CPI year-on-year growth is -0.4%, with a month-on-month change of 0.0%[10] - August PPI year-on-year growth is -2.9%, with a month-on-month increase to 0.0%[10] - Core CPI year-on-year improved significantly to 0.9% compared to the same period in 2024[15] Group 2: Impact of Policies - The effects of the anti-involution policy are beginning to show in the August PPI data, with mining industrial prices recovering for three consecutive months[22] - Prices in the black chain have stabilized, with coal mining and washing industry increasing by 2.8% month-on-month[22] - The rise in bulk commodity prices has positively impacted downstream manufacturing industries, with factory prices showing a month-on-month recovery of -0.05%[22] Group 3: Food Price Dynamics - Food prices, particularly pork and eggs, are the main drag on CPI, contributing -0.81% to the index[13] - Pork prices contributed -0.29% to CPI, while other food items contributed -0.51%[13] - The demand for pork is expected to recover in September, potentially lifting prices from their current low[15] Group 4: Risks and Future Outlook - There are ongoing pressures in the real estate sector, and consumer recovery momentum may not meet expectations[30] - The sustainability of price increases in bulk commodities and their impact on downstream industries will be closely monitored[28]

Core Viewpoint - Dalian Demais Precision Technology Co., Ltd. has released a "Share Buyback Management System" to regulate its share buyback activities and protect the legal rights of investors and the company [1] Summary by Sections Buyback Circumstances and Conditions - The company will conduct share buybacks primarily for reasons such as reducing registered capital, employee stock ownership or equity incentives, convertible bond share conversions, and maintaining company value and shareholder rights [2] - Specific conditions for buybacks include the company's stock closing price being lower than the latest net asset value per share, or a cumulative decline of 20% over 20 consecutive trading days [2] - Additional requirements include the stock being listed for at least six months, no major legal violations in the past year, and the company maintaining debt repayment and ongoing operational capabilities [2] Buyback Methods and Funding Sources - Buyback methods include centralized bidding, tender offers, and other methods recognized by the China Securities Regulatory Commission [3] - Different handling methods apply based on the reason for the buyback; for instance, shares bought back for capital reduction must be canceled within ten days [3] - The company can use various legal funding sources for buybacks, including self-owned funds, funds raised from issuing preferred stocks and bonds, and excess raised funds [3] Implementation Procedures and Information Disclosure - Proposals for share buybacks can be made by eligible proposers to the board of directors, which must review and announce the proposal promptly [4] - The company must develop a detailed buyback plan, which requires approval from the shareholders' meeting or board of directors, covering purposes, methods, price ranges, and funding sources [4] - During the buyback period, the company is required to disclose progress in a timely manner, and upon completion, must announce the results [4] - If shares are to be canceled post-buyback, the company must notify creditors and complete necessary procedures [4]

Investment Rating - The report assigns a "Buy" rating for the company, marking its first coverage [2][7]. Core Views - The company is a leading player in the domestic nail fastening equipment segment and is expanding its product matrix, focusing on power tools and building hardware [4][34]. - The courtyard robot business is positioned in a rapidly growing market, with significant potential for revenue growth due to increasing demand in Europe and the US [5][39]. - The establishment of a joint venture for smart joints indicates the company's strategic move into high-tech fields, aiming to create new profit points [6][39]. Financial Performance - In 2024, the company is projected to achieve revenue of 607 million yuan, a year-on-year increase of 31.14%, and a net profit of 10.39 million yuan, up 118.09% [4][40]. - The gross margin for power tools is expected to be 19.38%, while building hardware products will have a gross margin of 35.14%, indicating strong profitability within the industry [4][42]. - The company anticipates significant growth in net profit from 2025 to 2027, with projected growth rates of 325.0%, 244.6%, and 73.0% respectively [7][40]. Business Segments - The main business includes the research, production, and sales of power tools and building hardware products, with a focus on expanding into garden tools and electric tools [34][39]. - The courtyard robot segment is expected to see explosive growth, leveraging the company's manufacturing capabilities and market positioning [5][39]. - The company is actively investing in the smart joint business, collaborating with partners to integrate resources and enhance its market presence [6][39]. Market Trends - The global building hardware market is projected to grow significantly, with a compound annual growth rate (CAGR) of 5.07% from 2024 to 2032 [53]. - The demand for electric tools and garden tools is increasing, driven by urbanization and a growing focus on quality of life [69][70]. - The company has established a strong foothold in the Japanese market, which is expected to continue expanding due to ongoing renovation needs in existing homes [54][63].