截至9月30日，钢研高纳股东户数4.51万，较上期增加1.75%；人均流通股17023股，较上期减少1.67%。 2025年1月-9月，钢研高纳实现营业收入28.04亿元，同比增长10.69%；归母净利润1.25亿元，同比减少 46.97%。 分红方面，钢研高纳A股上市后累计派现7.60亿元。近三年，累计派现2.77亿元。 机构持仓方面，截止2025年9月30日，钢研高纳十大流通股东中，富国中证军工龙头ETF（512710）位 居第三大流通股东，持股1078.10万股，相比上期增加158.93万股。香港中央结算有限公司位居第六大流 通股东，持股534.62万股，相比上期减少377.04万股。国泰中证军工ETF（512660）位居第八大流通股 东，持股464.94万股，相比上期减少90.46万股。南方中证1000ETF（512100）位居第九大流通股东，持 股437.06万股，相比上期减少4.63万股。 责任编辑：小浪快报 12月18日，钢研高纳盘中上涨2.02%，截至10:58，报18.67元/股，成交4.39亿元，换手率3.11%，总市值 148.79亿元。 资金流向方面，主力资金净流入2760.95万元， ...

本周五，沪深300指数将迎来每半年一度的样本调整。 按照指数编制规则约定，沪深300指数最新成分股将于12月12日收盘（12月第2个周五）正式生效。跟踪沪深300指数总规模 超1.1万亿的沪深300ETF也将在这前后完成调仓。 哪些标的即将被调入？ 据中证指数公司官网公布，沪深300指数本次更换11只样本，胜宏科技、东山精密、瑞芯微、光启技术、光线传媒、指南 针、国联民生等11股新调入指数样本，福斯特、福莱特、TCL中环、潞安环能、一汽解放等11股被调出指数样本。 根据中证指数官网介绍，调样后，沪深300指数信息技术、通信服务行业样本数量分别增加4只、2只，权重分别上升 1.46%、0.75%，新兴行业占比进一步提升。 | | | | 沪深300指数最新调入 | | | | --- | --- | --- | --- | --- | --- | | 股票名称 | 股票代码 | | 申万三级行业 最新市值(亿元) | 近一个月涨跌幅 | 近一年涨跌幅 | | | | | | (%) | (%) | | 东山精密 | 002384.SZ | 印制电路板 | 1380.30 | 3.18 | 176.22 | | ...

12月2日，菲利华盘中下跌2.03%，截至11:03，报75.12元/股，成交5.89亿元，换手率1.51%，总市值 392.33亿元。 资金流向方面，主力资金净流出355.78万元，特大单买入2759.38万元，占比4.69%，卖出3968.13万元， 占比6.74%；大单买入1.39亿元，占比23.64%，卖出1.31亿元，占比22.19%。 今年以来菲利华已经1次登上龙虎榜，最近一次登上龙虎榜为8月13日，当日龙虎榜净买入-3.22亿元； 买入总计6.59亿元 ，占总成交额比16.31%；卖出总计9.81亿元 ，占总成交额比24.27%。 资料显示，湖北菲利华石英玻璃股份有限公司位于湖北省荆州市东方大道68号，成立日期1999年1月22 日，上市日期2014年9月10日，公司主营业务涉及主要从事光通讯、半导体、太阳能、航空航天及其他 领域用高性能石英玻璃材料及制品、石英纤维及制品的生产与销售业务。主营业务收入构成为：石英玻 璃材料70.80%，石英玻璃制品28.91%，其他0.30%。 分红方面，菲利华A股上市后累计派现6.77亿元。近三年，累计派现2.75亿元。 机构持仓方面，截止2025年9月30日 ...

Group 1 - Jianbang Co., Ltd. plans to repurchase shares using self-owned funds between 15 million and 30 million yuan, with a maximum price of 38 yuan per share [1] - Yatong Precision Engineering's investment in a private equity fund has been terminated due to failure to complete the agreed investment, leading to the fund's dissolution [1] - China Storage Co., Ltd. intends to invest 1.129 billion yuan in the Sanjiang Port project, with its wholly-owned subsidiary contributing 500 million yuan to establish a project company [2] Group 2 - Guangxin Co., Ltd. plans to inject assets worth 4.383 billion yuan into its wholly-owned subsidiary, increasing its registered capital from 10 million to 20 million yuan [3] - Jiangxin Home plans to use up to 3 billion yuan of idle self-owned funds for cash management in low-risk financial products [4] - Huangshan Tourism intends to lease part of the Huangshan scenic area for 1.27 billion yuan over a 10-year period [5] Group 3 - Jilin Expressway's general manager has resigned due to work adjustments [6] - Guoyao Modern's subsidiary has received a drug registration certificate for hydromorphone hydrochloride injection, suitable for pain management [8] - Hangya Technology plans to invest up to 70 million USD to establish subsidiaries in Singapore and Malaysia [10] Group 4 - ST Sailong's subsidiary has received approval for the listing of two chemical raw materials [11] - Shanghai Pharmaceuticals' tramadol hydrochloride injection has passed the consistency evaluation for generic drugs [12] - Yubang Electric has obtained a laboratory accreditation certificate from CNAS, indicating its testing capabilities [14] Group 5 - ST Lifang's stock will be subject to delisting risk warning starting December 1 due to administrative penalties [15] - Zhejiang Longsheng is investing 200 million yuan in a private equity partnership focused on high-potential enterprises [15] - Huayang Co., Ltd.'s subsidiary has obtained safety production permits, allowing it to commence production [16] Group 6 - Xujie Electric has won a bid for a State Grid project worth 1.518 billion yuan [17] - Pinggao Electric and its subsidiaries have collectively won a State Grid project worth approximately 773 million yuan [17] - ST Lanhua's subsidiary has entered the trial production phase for a juice beverage project with a total investment of up to 65 million yuan [18] Group 7 - Huakong Saige has terminated its stock issuance plan due to various considerations [19] - Yatong Co., Ltd. plans to invest 36 million yuan to establish a joint venture in renewable energy [20] - Warner Pharmaceuticals has received a drug registration certificate for a new inhalation solution for COPD patients [21] Group 8 - Demais has raised the upper limit for its share repurchase price to 45 yuan per share [22] - China West Electric's subsidiaries have collectively won a State Grid procurement project worth approximately 2.98 billion yuan [22] - Changan Automobile's joint venture has submitted a listing application to the Hong Kong Stock Exchange [23] Group 9 - Yinlun Co., Ltd. plans to invest approximately 133 million yuan to acquire a controlling stake in Shenzhen Deep Blue Electronics [24] - Zhongfu Information intends to increase its wholly-owned subsidiary's capital by 380 million yuan [24] - Financial Street's major shareholder has reduced its stake by 0.25% [25] Group 10 - Audiwei has formally submitted an application for H-share listing [26] - Zhongcai Technology's private placement application has been accepted by the Shenzhen Stock Exchange [27] - Haowei Group's subsidiary plans to invest 200 million yuan in a private equity fund focused on semiconductor investments [28] Group 11 - Jinkai New Energy is planning to transfer 51% of its subsidiary's equity to introduce strategic investors [31] - Huafeng Technology has reduced its fundraising target for a private placement to no more than 972 million yuan [32] - Mindray Medical's chairman plans to increase his stake in the company by 200 million yuan [33] Group 12 - Zhongman Petroleum's shareholders plan to reduce their holdings by up to 3% [35] - Innovation New Materials' shareholder intends to reduce their stake by up to 1% [37] - Guangdong Construction has signed a framework agreement to establish a quality testing base in Linzhi Economic Development Zone [39]

Group 1: Company Announcements - Derun Electronics announced the appointment of Qiu Yang as the new president, succeeding Liu Biao who resigned for personal reasons [1] - Zhongyuan Tong plans to invest 5 million yuan to establish a wholly-owned subsidiary in Hong Kong and set up a branch and research institute in Xi'an to enhance R&D capabilities [2][3] - FAW Jiefang intends to increase capital by 1.91 billion yuan in its joint venture with CATL and Teld, with a total investment of 4.12 billion yuan from all parties [4][5] - Yuanli Co. plans to acquire 100% of Tongsheng Co. for 471 million yuan, aiming to enhance its strategic layout in the silicon dioxide sector [6][7] - Hangfa Technology received a government subsidy of 8 million yuan, accounting for 11.63% of its audited net profit for 2024 [8] - Saiwei Electronics reported that the National Integrated Circuit Fund reduced its shareholding to below 5% [9] - Tianpu Co. announced a stock suspension for investigation due to significant price fluctuations, with a cumulative increase of 451.80% over the past months [10] - Chen'an Technology is planning to issue shares to Hefei Guotou, which may lead to a change in control, resulting in a stock suspension [11] - Yinlun Co. intends to acquire over 55% of Deep Blue Electronics for approximately 133 million yuan [12] - Lianlong plans to invest 50 million yuan to acquire 25% of Stof Co. to expand its electronic materials business [13] - Qianyuan High-Tech's vice president plans to reduce his stake by up to 0.31% [14] - Juzi Technology's major shareholder plans to reduce his stake by up to 0.22% [15] - Perfect World’s actual controller plans to reduce his stake by up to 1.7% [16] - China CRRC intends to spin off its subsidiary CRRC Qichao for listing on the Shenzhen Stock Exchange [17] - Jingrui Electric Materials plans to acquire 76.1% of Hubei Jingrui for 595 million yuan, focusing on high-purity chemicals [18] - Zhejiang Construction Investment's asset purchase and fundraising plan has been approved by the Shenzhen Stock Exchange [19] - Tail Co. received a government subsidy of 2 million yuan, representing 13.71% of its audited net profit for 2024 [20] - Jiangsu Boyun's shareholder plans to reduce his stake by up to 1% [21] - Yonghe Intelligent Control's shareholders plan to reduce their stakes by up to 3.29% [22] - Yuhua Development reached a debt restructuring agreement involving 241 million yuan [23] Group 2: Industry Overview - Derun Electronics operates in the electronic connector and precision components sector [2] - Zhongyuan Tong is involved in the research, production, and sales of various power products [3] - FAW Jiefang is focused on the research, production, and sales of commercial vehicles [5] - Yuanli Co. specializes in the research, production, and sales of chemical products [7] - Hangfa Technology operates in the aerospace engine and gas turbine components sector [8] - Saiwei Electronics is engaged in MEMS chip development and semiconductor equipment [9] - Tianpu Co. is involved in the production of polymer materials for automotive applications [10] - Chen'an Technology focuses on public safety and emergency platform software and equipment [11] - Yinlun Co. specializes in heat exchange products and automotive air conditioning systems [12] - Lianlong operates in the polymer materials and life sciences sectors [13] - Qianyuan High-Tech is involved in seed research and agricultural services [14] - Juzi Technology focuses on machine vision equipment and control systems [15] - Perfect World is engaged in the development and operation of online games and related media [16] - China CRRC specializes in railway equipment and urban infrastructure [17] - Jingrui Electric Materials is involved in high-purity chemicals and lithium battery materials [18] - Zhejiang Construction Investment operates in construction and engineering services [19] - Tail Co. focuses on high-end equipment and smart operation services [20] - Jiangsu Boyun specializes in modified plastic products [21] - Yonghe Intelligent Control operates in water valve fittings and precision radiation therapy [22] - Yuhua Development is involved in real estate development and sales [23]

Core Viewpoint - The company, Hangya Technology, is positioned as a key player in the aviation engine and medical device sectors, benefiting from its specialized technology and international client base, while also experiencing impacts from currency fluctuations. Group 1: Company Overview - Hangya Technology is a domestic enterprise capable of mass-producing compressor blades using precision forging technology, supplying major international engine manufacturers [2] - The company has established a manufacturing system for medical orthopedic joint forgings and is gradually entering the finished product processing field for orthopedic joints [4] - As of September 30, the company reported a revenue of 530 million yuan, a year-on-year increase of 1.95%, and a net profit of 77.87 million yuan, a year-on-year decrease of 16.04% [9] Group 2: Market Position and Clientele - The company serves major global engine manufacturers, including Safran, Rolls-Royce, and GE Aviation, and is involved in the development and processing of components for advanced domestic engines [2] - Hangya Technology's products cover mainstream engine models such as Safran LEAP, CFM 56, and GE Aviation's CF34, with applications in Boeing and Airbus aircraft [2] Group 3: Recognition and Financials - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, indicating its strong market position and innovation capabilities [3] - The overseas revenue accounted for 53.54% of total revenue, benefiting from the depreciation of the yuan [4] Group 4: Stock Performance and Technical Analysis - On November 27, the stock price of Hangya Technology fell by 0.97%, with a trading volume of 78.77 million yuan and a market capitalization of 5.808 billion yuan [1] - The average trading cost of the stock is 24.59 yuan, with the current price approaching a resistance level of 22.60 yuan, indicating potential for upward movement if the resistance is broken [7]

Core Viewpoint - The stock of Fenghuo Electronics has shown a mixed performance in recent trading, with a year-to-date increase of 22.40% but a slight decline in the last few trading days. The company is involved in the communication equipment and defense industry, with significant revenue growth but a notable decrease in net profit. Financial Performance - As of September 30, 2025, Fenghuo Electronics achieved a revenue of 1.025 billion yuan, representing a year-on-year growth of 43.28% [2] - The net profit attributable to the parent company was -87.6951 million yuan, a decrease of 49.53% compared to the previous year [2] Stock Market Activity - On November 27, the stock price increased by 2.08% to 10.82 yuan per share, with a trading volume of 96.8442 million yuan and a turnover rate of 1.52% [1] - The company has seen a net inflow of main funds amounting to 4.2884 million yuan, with significant buying activity from large orders [1] Shareholder Information - As of September 30, 2025, the number of shareholders was 92,300, a decrease of 0.96% from the previous period, while the average circulating shares per person increased by 0.97% to 6,519 shares [2] - The cumulative cash distribution since the A-share listing amounts to 70.2361 million yuan, with 6.037 million yuan distributed in the last three years [3] Company Overview - Fenghuo Electronics, established on August 15, 1992, and listed on May 9, 1994, is based in Baoji, Shaanxi Province. The company specializes in the research, production, and sales of communication equipment and acoustic devices, with communication products accounting for 80.95% of its revenue [1] - The company operates within the defense and aerospace equipment sector and is involved in various concept sectors, including small-cap stocks and military information technology [1]

Group 1 - Runjian Co., Ltd. is planning to issue H-shares and list on the Hong Kong Stock Exchange [1] - Zhongfu Shenying's shareholder plans to reduce its stake by no more than 1% [2] - Chenxi Aviation's controlling shareholder intends to reduce its stake by up to 3% [2] Group 2 - Zhiguang Electric's subsidiary signed a sales contract worth 152 million yuan [3] - Sanrenxing's controlling shareholder and actual controller plan to transfer up to 8% of the company's shares [4] - Guosheng Technology intends to acquire 100% equity of Fuyue Technology for 241 million yuan [5] Group 3 - Luxiao Technology's controlling shareholder plans to reduce its stake by no more than 3% [7] - Fusenmei's vice president and board secretary are under investigation [8] - Zhongchuang Co., Ltd. plans to transfer 2% of its shares through inquiry [10] Group 4 - Anglikang plans to raise 1.16 billion yuan for innovative drug research and industrialization projects [12] - Shenling Environment intends to issue convertible bonds to raise no more than 1 billion yuan [14] - Songcheng Performing Arts plans to acquire 100% equity of Hangzhou Songcheng Industrial for 963 million yuan [16] Group 5 - Demingli plans to raise no more than 3.2 billion yuan for SSD and DRAM expansion projects [17] - Ziyan Food's three shareholders plan to reduce their stake by no more than 276,700 shares [18] - Xinhua Pharmaceutical received a drug registration certificate for a new product [20] Group 6 - Chunqiu Electronics plans to acquire all shares of Danish liquid cooling technology company Asetek A/S for up to 547 million Danish kroner [22] - Tiandi Digital intends to transfer 100% equity of its subsidiary for 49 million yuan [24] - Huaru Technology plans to invest 20 million yuan to establish a fund focusing on new digital technologies [25] Group 7 - *ST Dongtong's stock may be suspended due to regulatory penalties for false reporting [26] - Siryipu is planning to acquire shares of Ningbo Aola Semiconductor and will suspend trading [27] - Purang Co., Ltd. is planning to acquire 49% equity of Noah Changtian and will suspend trading [29] Group 8 - *ST Suwu is facing potential delisting due to significant violations in financial reporting [32]

Core Viewpoint - 中航西飞's stock has experienced a decline of 13.51% year-to-date, with significant recent drops, indicating potential challenges in the market [1][2]. Financial Performance - For the period from January to September 2025, 中航西飞 reported a revenue of 30.244 billion yuan, reflecting a year-on-year growth of 4.94%, and a net profit attributable to shareholders of 999.2 million yuan, which is a 5.15% increase compared to the previous year [2]. Shareholder Information - As of November 20, 2025, 中航西飞 had 177,200 shareholders, an increase of 1.18% from the previous period, with an average of 15,644 circulating shares per shareholder, down by 1.17% [2]. Dividend Distribution - Since its A-share listing, 中航西飞 has distributed a total of 3.792 billion yuan in dividends, with 890 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders of 中航西飞 included China Securities Finance Corporation, holding 93.1084 million shares, and several ETFs, with notable changes in holdings among them [3].

Core Viewpoint - Aerospace Rainbow's stock has experienced fluctuations, with a current price of 22.12 CNY per share, reflecting a year-to-date increase of 22.96% but a recent decline over the past 60 days [1][2]. Company Overview - Aerospace Rainbow, established on November 30, 2001, and listed on April 13, 2010, is located in Beijing and Taizhou, specializing in unmanned aerial vehicles (UAVs) and related products, as well as manufacturing capacitors, solar cell back materials, optical films, and lithium-ion battery separators [2]. - The company's main revenue sources include UAVs and related products (37.59%), back materials and insulation materials (23.85%), optical films (20.64%), technical services (15.02%), and others (2.91%) [2]. Financial Performance - For the period from January to September 2025, Aerospace Rainbow reported a revenue of 1.523 billion CNY, representing an 18.02% year-on-year growth, while the net profit attributable to shareholders was 6.062 million CNY, a decrease of 1.67% compared to the previous year [2]. - Cumulatively, the company has distributed 464 million CNY in dividends since its A-share listing, with 178 million CNY distributed over the last three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased to 120,100, with an average of 8,198 circulating shares per person, an increase of 1.63% [2]. - The top ten circulating shareholders include institutions such as Guotai CSI Military Industry ETF and Hong Kong Central Clearing Limited, with notable changes in their holdings [3].