Core Viewpoint - Liancheng Precision (002921.SZ) is engaged in the research, design, production, and sales of various precision mechanical components, with products widely used in multiple industries such as commercial air conditioning compressors, industrial robots, construction machinery, commercial vehicles, passenger vehicles, hydraulic machinery, and agricultural machinery [1] Group 1 - The company has begun bulk supply of related component products to leading domestic industrial robot enterprises [1] - The company is committed to expanding new customers and new business opportunities, as well as developing new products [1]

Group 1 - The core viewpoint of the news is that Tongli Technology's stock has experienced a decline of 5.04%, with a current price of 32.20 CNY per share and a market capitalization of 4.905 billion CNY [1] - Tongli Technology, established on November 4, 2008, specializes in the research, production, sales, and service of gear reducers, with its main revenue sources being general gear reducers (71.90%), industrial gearboxes (25.26%), parts and maintenance (1.88%), and others (0.97%) [1] Group 2 - Among the top circulating shareholders of Tongli Technology, Penghua Fund's carbon neutrality theme mixed fund (016530) increased its holdings by 286,300 shares, totaling 1,002,100 shares, which represents 2.63% of the circulating shares [2] - The Penghua Carbon Neutrality Theme Mixed Fund (016530) was established on May 5, 2023, with a latest scale of 2.08 billion CNY, achieving a year-to-date return of 84.68% and a one-year return of 189.89% [2] - The fund manager, Yan Siqian, has a cumulative tenure of 7 years and 324 days, with the fund's total assets amounting to 16.136 billion CNY and a best return of 306.25% during her tenure [2]

格隆汇9月3日丨联诚精密(002921.SZ)在互动平台表示，公司主要从事各种精密机械零部件的研发设 计、生产和销售，公司产品广泛应用于商用空调压缩机、工业机器人、工程机械、商用车、乘用车、液 压机械、农业机械等多种行业。公司目前已向国内工业机器人头部企业批量供应相关零件产品，公司一 直致力于新客户及新业务的拓展，新产品的开发。 ...

Core Viewpoint - The company is innovating in the field of magnetic suspension and thermal management to provide integrated cooling, heating, and waste heat recovery solutions for data centers, aligning with the "dual carbon" goals for energy conservation and efficiency [1] Group 1 - The company's magnetic suspension centrifugal heat pump products are based on its deep accumulation of technology in magnetic suspension and thermal management [1] - The company aims to actively promote the market application of this technology to meet the energy-saving and consumption reduction needs of data centers [1] - The company will continue to deepen its technological advantages in temperature control for data centers and actively explore new application scenarios for emerging technologies [1]

Group 1 - The company has received inquiries regarding the revenue growth of its liquid cooling valves for North American data center projects [2] - The company's products in the data center sector are primarily used for cooling towers, pipelines, and CDU, with major sales directed towards North America and Southeast Asia [2] - The company has supplied products to well-known international companies such as Microsoft for their data center projects, and other major manufacturers are actively promoting their products [2]

Group 1 - The core viewpoint of the news is that Hanbell Precise Machinery has seen a significant stock price increase of 10%, reaching 26.62 CNY per share, with a trading volume of 1.72 billion CNY and a turnover rate of 1.25%, resulting in a total market capitalization of 14.234 billion CNY [1] - Hanbell Precise Machinery, established on January 7, 1998, and listed on August 17, 2007, specializes in the research, development, production, sales, and after-sales service of screw compressors [1] - The company's main business revenue composition includes compressors (72.36%), vacuum products (18.57%), parts and maintenance (7.88%), and casting products (1.19%) [1] Group 2 - Southern Fund's Southern CSI 1000 ETF (512100) is among the top ten circulating shareholders of Hanbell Precise Machinery, having increased its holdings by 368,800 shares in the second quarter, totaling 1.963 million shares, which represents 0.37% of the circulating shares [2] - The estimated floating profit from this investment is approximately 4.7505 million CNY [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 64.953 billion CNY, and has achieved a year-to-date return of 24.03%, ranking 1748 out of 4222 in its category [2]

Group 1 - The stock of Huachen Equipment fell by 5.15%, trading at 44.21 yuan per share, with a transaction volume of 184 million yuan and a turnover rate of 2.70%, resulting in a total market capitalization of 11.209 billion yuan [1] - Huachen Precision Equipment (Kunshan) Co., Ltd. was established on September 4, 2007, and listed on December 4, 2019. The company specializes in the research, production, and sales of fully automatic CNC roller grinding machines, with 99.61% of its main business revenue coming from general equipment manufacturing [1] Group 2 - Among the top ten circulating shareholders of Huachen Equipment, Huaxia Fund's Huaxia CSI Robot ETF (562500) increased its holdings by 965,200 shares in the second quarter, bringing its total to 2.8305 million shares, which accounts for 1.88% of the circulating shares [2] - The Huaxia CSI Robot ETF (562500) was established on December 17, 2021, with a latest scale of 14.471 billion yuan. It has achieved a year-to-date return of 31.67%, ranking 1137 out of 4222 in its category, and an annual return of 84.56%, ranking 645 out of 3783 [2] - The fund manager of Huaxia CSI Robot ETF is Hualong, who has been in the position for 3 years and 14 days, managing a total fund asset size of 42.926 billion yuan, with the best fund return during his tenure being 92.97% and the worst being -15.08% [2]

Company Overview - Huachen Precision Equipment (Kunshan) Co., Ltd. is located in Jiangsu Province, established on September 4, 2007, and listed on December 4, 2019. The company specializes in the research, production, and sales of fully automatic CNC roller grinding machines. The main business revenue composition is 99.61% from general equipment manufacturing and 0.39% from other sources [1]. Stock Performance - On September 3, Huachen Equipment's stock fell by 5.15%, trading at 44.21 CNY per share, with a transaction volume of 186 million CNY and a turnover rate of 2.73%. The total market capitalization is 11.209 billion CNY [1]. Shareholder Insights - Among the top ten circulating shareholders of Huachen Equipment, Jin Xin Fund's Jin Xin Steady Strategy Mixed A (007872) increased its holdings by 67,200 shares in the second quarter, bringing its total to 1.79 million shares, which accounts for 1.19% of the circulating shares. The estimated floating loss today is approximately 4.296 million CNY [2]. Fund Performance - Jin Xin Steady Strategy Mixed A (007872) has a current fund size of 1.556 billion CNY and has achieved a year-to-date return of 33.19%, ranking 1819 out of 8180 in its category. Over the past year, the fund has returned 79.41%, ranking 809 out of 7967, and since inception, it has returned 85.73% [2]. Fund Management - The fund manager of Jin Xin Steady Strategy Mixed A is Kong Xuebing, who has a cumulative tenure of 13 years and 352 days. The total asset size under management is 1.84 billion CNY, with the best fund return during his tenure being 59.97% and the worst being -38.8% [3].

Group 1 - The core point of the article is that Jindao Technology has experienced a decline in the number of shareholders for the second consecutive period, indicating potential concerns regarding investor confidence [2] - As of August 31, the number of shareholders was reported at 9,505, a decrease of 1,171 from the previous period, representing a month-on-month decline of 10.97% [2] - The latest stock price of Jindao Technology is 23.70 yuan, reflecting a slight increase of 0.38%, but the stock has cumulatively decreased by 5.12% since the concentration of shares began [2] Group 2 - The margin trading data shows that as of September 2, the total margin balance for the stock is 85.005 million yuan, with the financing balance also at 85.005 million yuan, indicating an increase of 9.1172 million yuan or 12.01% during the current period of concentrated shareholding [2] - The company's semi-annual report indicates that for the first half of the year, it achieved operating revenue of 352 million yuan, a year-on-year increase of 9.69%, and a net profit of 32.026 million yuan, reflecting a year-on-year growth of 46.35% [2] - The basic earnings per share are reported at 0.2500 yuan, with a weighted average return on equity of 2.41% [2]

Group 1 - The core viewpoint of the articles highlights the continuous revenue growth of Tengya Precision Engineering, with a projected revenue of 610 million yuan in 2024, representing a year-on-year increase of 31.1% [1] - The company achieved a net profit attributable to shareholders of 10 million yuan in 2024, showing a significant year-on-year growth of 118.1% [1] - The gross profit margin for the company was 24.27% in 2024, reflecting a decline of 1.04 percentage points compared to the previous year [1] Group 2 - The traditional business segments of power tools and building hardware are performing well, with the global pneumatic tools market expected to reach 18.1 billion USD by 2030 and the global electric tools market projected to reach 54.09 billion USD by 2029 [1] - The building hardware market is also promising, with an expected global market size of 73.97 billion USD by 2032, indicating a strong growth potential for the company's building hardware business [1] - The company has strong technical capabilities and a well-developed marketing network, which positions it well for steady growth in the power tools segment [1] Group 3 - The courtyard robot market presents significant growth opportunities, with the global lawn mower robot market expected to reach 16.5 billion USD by 2035, growing at a CAGR of 17.8% from 2024 to 2035 [2] - The company reported sales of 11.08 million yuan for related products from January to May 2025, a remarkable increase of 914% compared to the total sales for 2024 [2] - The investment outlook suggests that the company is likely to achieve steady growth in the power tools sector through new products and international expansion, while also increasing its market share in the building hardware sector [2]