11月13日，誉辰智能涨5.22%，截至发稿，报43.30元/股，成交2776.54万元，换手率2.46%，总市值 24.25亿元。 截至发稿，徐超累计任职时间10年13天，现任基金资产总规模14.44亿元，任职期间最佳基金回报 129.63%， 任职期间最差基金回报-18.74%。 陆越累计任职时间1年120天，现任基金资产总规模3791.23万元，任职期间最佳基金回报34.67%， 任职 期间最差基金回报33.64%。 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，南华基金旗下1只基金重仓誉辰智能。南华瑞盈混合发起A（004845）三季度持有股数4.14万 股，占基金净值比例为4.88%，位居第十大重仓股。根据测算，今日浮盈赚取约8.91万元。 南华瑞盈混合发起A（004845）成立日期2017年8月16日，最新规模499.57万。今年以来收益2.53%，同 类排名7527/8145；近一年收益2.11%，同类排名7367/8059；成 ...

Group 1 - The core viewpoint of the news is that Meihe Co., Ltd. has experienced fluctuations in its stock performance and financing activities, indicating a mixed financial outlook [1][2]. - As of November 12, Meihe's stock price decreased by 0.59%, with a trading volume of 30.03 million yuan. The financing buy-in amount was 2.26 million yuan, while the financing repayment was 3.55 million yuan, resulting in a net financing outflow of 1.29 million yuan [1]. - The total financing and securities balance for Meihe as of November 12 was 92.19 million yuan, accounting for 4.62% of its market capitalization, which is above the 60th percentile level over the past year [1]. Group 2 - For the period from January to September 2025, Meihe reported operating revenue of 857 million yuan, a year-on-year decrease of 4.78%, while the net profit attributable to shareholders increased by 46.87% to 98.42 million yuan [2]. - As of September 30, 2025, the number of shareholders for Meihe increased by 1.73% to 13,700, with an average of 5,241 circulating shares per person, reflecting a 10.43% increase [2]. - Since its A-share listing, Meihe has distributed a total of 55.74 million yuan in dividends, with 45.07 million yuan distributed over the past three years [3]. Group 3 - Among the top ten circulating shareholders as of September 30, 2025, Huaxia CSI Robot ETF ranked fourth with 1.54 million shares, an increase of 288,000 shares from the previous period. E-Fund National Robot Industry ETF entered as a new shareholder with 845,500 shares [3]. - Tianhong CSI Robot ETF ranked seventh with 613,800 shares, reflecting an increase of 105,700 shares compared to the previous period [3].

格隆汇11月12日丨佰奥智能(300836.SZ)公布，近日，昆山佰奥智能装备股份有限公司与客户签订设备 买卖合同。本合同为公司日常经营性合同。根据交易对方的保密要求，本次交易对方名称等信息属于商 业秘密、商业敏感信息。公司在被公示为上述项目的中标候选人及收到《中标通知书》后均进行了公 告，详见公司分别于2025年10月24日和2025年10月29日刊载于巨潮资讯网上的《关于项目预中标的提示 性公告》（公告编号：2025-040）和《关于收到中标通知书的公告》（公告编号：2025-048）。合同金 额：97,221,700.00元。 ...

Core Insights - The stock of Maihe Co., Ltd. experienced a decline of 0.59% on November 11, with a trading volume of 34.88 million yuan. The net financing purchase for the day was 4.27 million yuan, indicating strong investor interest despite the price drop [1] Financing and Margin Trading - On November 11, the financing buy amount for Maihe Co. was 7.70 million yuan, while the financing repayment was 3.43 million yuan, resulting in a net financing purchase of 4.27 million yuan. The total financing and margin trading balance reached 93.49 million yuan, accounting for 4.65% of the circulating market value, which is above the 60th percentile of the past year [1] - There were no short sales or repayments on November 11, with the short selling balance at zero, indicating a high level of confidence among investors [1] Financial Performance - For the period from January to September 2025, Maihe Co. reported a revenue of 857 million yuan, a year-on-year decrease of 4.78%. However, the net profit attributable to shareholders increased by 46.87% to 98.42 million yuan [2] - Cumulatively, the company has distributed 55.74 million yuan in dividends since its A-share listing, with 45.07 million yuan distributed over the past three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders for Maihe Co. increased by 1.73% to 13,700, with an average of 5,241 circulating shares per person, reflecting a 10.43% increase [2] - Notable institutional holdings include the Huaxia CSI Robotics ETF, which is the fourth-largest shareholder with 1.54 million shares, and the newly entered E Fund National Robotics Industry ETF, which holds 845,500 shares [3]

天眼查App显示，近日，坤鼎昌泰（无锡）实业建设有限公司成立，法定代表人为曹宇杰，注册资本 1200万人民币，经营范围为许可项目：建设工程施工（依法须经批准的项目，经相关部门批准后方可开 展经营活动，具体经营项目以审批结果为准）一般项目：智能基础制造装备制造；智能家庭消费设备制 造；机械电气设备制造；电气信号设备装置制造；通用设备制造（不含特种设备制造）；电机及其控制 系统研发；集成电路芯片及产品制造；光伏设备及元器件制造；输配电及控制设备制造；工业机器人制 造；特殊作业机器人制造；服务消费机器人制造；电子专用设备制造；电子元器件与机电组件设备制 造；半导体器件专用设备制造；非居住房地产租赁；园区管理服务；物业管理；园林绿化工程施工；企 业形象策划；市场营销策划；咨询策划服务；社会经济咨询服务；信息咨询服务（不含许可类信息咨询 服务）；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广（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）。 ...

Core Points - The company, Zhejiang Yuejian Intelligent Equipment Co., Ltd., will hold a Q3 2025 performance briefing on November 19, 2025, from 09:00 to 10:00 [2][5] - The briefing will be conducted in an interactive online format via the Shanghai Stock Exchange Roadshow Center [3][4] - Investors can submit questions from November 12 to November 18, 2025, and the company will address common concerns during the briefing [2][6] Meeting Details - The meeting will take place at the Shanghai Stock Exchange Roadshow Center [4][5] - Key personnel attending include Chairman Sun Jianhua, Secretary Zhou Qinzhe, and CFO Qiu Daiyan [4] - Investors can participate online and will receive timely responses to their inquiries [4][6] Additional Information - After the briefing, investors can access the meeting's details and main content on the Shanghai Stock Exchange Roadshow Center [6]

Group 1 - The company announced the passing of independent director Liu Cai, expressing deep condolences and sympathy to his family [1][3] - Following Liu Cai's death, the board of directors decreased from 9 to 8 members, remaining above the legal minimum but below the number stipulated in the company's articles of association [3] - The company will promptly elect a new independent director according to relevant laws and regulations, while the responsibilities of independent directors will be temporarily handled by Li Sen and Liu Wei [3] Group 2 - Liu Cai was born in January 1948, held a doctoral degree from the University of Birmingham, and served in various academic and administrative roles before becoming an independent director in February 2021 [3] - The company, which went public in April 2023, has experienced declining performance for two consecutive years, with revenues of 1.117 billion yuan and 956 million yuan for 2023 and 2024, representing year-on-year declines of 26.93% and 14.38% respectively [3] - The net profit attributable to the parent company for 2023 and 2024 was 182 million yuan and 56.36 million yuan, showing year-on-year decreases of 35.75% and 9.03% respectively [3] - In the first three quarters of 2025, the company's revenue was 301 million yuan, a year-on-year decline of 47.83%, and it reported a net loss of 3.15 million yuan, a year-on-year decline of 146.09% [4] - The company's stock closed at 10.13 yuan per share, with a total market capitalization of 6.38 billion yuan [4]

Group 1 - The core point of the news is that Taihe Intelligent has seen a stock price increase of 5.2%, reaching 25.50 yuan per share, with a total market capitalization of 4.676 billion yuan [1] - Taihe Intelligent, established on December 10, 2004, and listed on March 21, 2017, specializes in the research, production, and sales of intelligent detection and sorting equipment, industrial robots, and automation equipment [1] - The revenue composition of Taihe Intelligent is as follows: intelligent detection and sorting equipment accounts for 84.84%, intelligent packaging equipment for 8.73%, and other supplementary products for 6.44% [1] Group 2 - From the perspective of fund holdings, one fund under Baoying Fund has a significant position in Taihe Intelligent, with Baoying New锐 Mixed A holding 75,900 shares, representing 1.13% of the fund's net value [2] - Baoying New锐 Mixed A has achieved a year-to-date return of 38.12% and a one-year return of 40.5%, ranking 2065 out of 8147 and 1147 out of 8056 respectively in its category [2] - The fund manager of Baoying New锐 Mixed A, Cai Dan, has a tenure of 8 years and 101 days, with the best fund return during this period being 102.52% [3]

Core Insights - A block trade of 60,000 shares of Yuchen Intelligent was executed on November 10, with a transaction value of 2.25 million yuan, at a price of 37.50 yuan, representing a discount of 12.16% compared to the closing price of the day [2][3] Trading Activity - The total transaction amount for the last three months for Yuchen Intelligent reached 39.52 million yuan from six block trades [2] - On the same day, Yuchen Intelligent's closing price was 42.69 yuan, reflecting a 1.50% increase, with a turnover rate of 3.55% and a total trading volume of 40.35 million yuan [2] - The net outflow of main funds for the day was 321,900 yuan, with a cumulative increase of 2.10% over the past five days, while the total net outflow of funds during this period was 3.04 million yuan [2] Margin Financing - The latest margin financing balance for Yuchen Intelligent is 24.26 million yuan, showing a decrease of 4.12 million yuan, or 14.52%, over the past five days [3] Company Background - Yuchen Intelligent Equipment Co., Ltd. was established on December 13, 2012, with a registered capital of 56 million yuan [3]

Core Insights - The company, Lianhe Equipment, has established direct cooperation with Huawei, focusing on screen manufacturing and intelligent assembly equipment for complete machines, 5G module production equipment, and automotive motor battery assembly intelligent devices [1] Group 1 - The company is engaged in direct collaboration with Huawei [1] - The cooperation includes various sectors such as screen manufacturing and intelligent assembly [1] - The company also has indirect cooperation with Huawei [1]