编辑 杨娟娟 新京报贝壳财经讯 9月17日，均胜电子发布股票交易异常波动公告称，公司股票连续3个交易日内日收 盘价格涨幅偏离值累计达到20%，自2025年9月15日以来累计涨幅约为30.37%。公司关注到近期市场对 于机器人相关概念的关注度较高，经自查，目前公司机器人相关零部件业务尚处于前期起步阶段，营业 收入占比不到0.1%，不会对公司当期业绩产生重大影响。经公司自查，并书面问询公司控股股东、实 际控制人，截至公告披露日，不存在应披露而未披露的重大信息。 ...

双林股份所属申万行业为：汽车-汽车零部件-车身附件及饰件。所属概念板块包括：灵巧手、PEEK概 念、中盘、机器人概念、长三角一体化等。 截至6月30日，双林股份股东户数9.13万，较上期增加71.26%；人均流通股5992股，较上期减少 17.50%。2025年1月-6月，双林股份实现营业收入25.25亿元，同比增长20.07%；归母净利润2.87亿元， 同比增长15.73%。 9月18日，双林股份盘中上涨2.03%，截至10:51，报50.35元/股，成交14.10亿元，换手率5.16%，总市值 287.99亿元。 资金流向方面，主力资金净流出3818.37万元，特大单买入1.61亿元，占比11.42%，卖出1.18亿元，占比 8.36%；大单买入3.50亿元，占比24.81%，卖出4.31亿元，占比30.59%。 双林股份今年以来股价涨156.22%，近5个交易日涨9.50%，近20日涨5.18%，近60日涨5.58%。 今年以来双林股份已经4次登上龙虎榜，最近一次登上龙虎榜为3月18日。 资料显示，双林股份有限公司位于上海市青浦区北盈路202号，成立日期2000年11月23日，上市日期 2010年8月6 ...

Core Viewpoint - Best's stock price has shown significant growth this year, with a year-to-date increase of 38.97% and a recent upward trend in the last 5, 20, and 60 trading days [1] Company Overview - Best is located in Wuxi, Jiangsu Province, China, and was established on April 16, 1997, with its stock listed on January 11, 2017 [1] - The company specializes in the research, production, and sales of precision components and intelligent equipment, with its main business revenue composition being 93.11% from automotive parts, 3.51% from intelligent equipment, 2.84% from other income, and 0.54% from other components [1] Financial Performance - As of June 30, 2025, Best achieved an operating income of 716 million yuan, representing a year-on-year growth of 2.73%, and a net profit attributable to shareholders of 148 million yuan, with a year-on-year increase of 3.30% [2] - Since its A-share listing, Best has distributed a total of 440 million yuan in dividends, with 233 million yuan distributed over the past three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders increased to 48,400, a rise of 6.13%, while the average circulating shares per person decreased by 5.77% to 9,728 shares [2] - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 4.6024 million shares, a decrease of 3.6178 million shares from the previous period [3]

月内87只公募基金恢复大额申购 据统计，截至9月17日，月内全市场已有87只公募基金陆续恢复大额申购。从整体数据看，9月份以来恢 复大额申购的87只公募基金中，权益类基金占比达53%，涵盖主动管理型与被动指数型产品。例如，此 前因规模快速增长而实施10万元限购的某绩优偏股混合基金，于9月12日宣布取消申购限额。（证券日 报） "翻倍基"批量涌现 科技创新成最大驱动力 今年以来，随着市场逐步回暖，部分主题板块行情火热，权益基金涨势喜人。多只基金年内涨幅超过了 100%，成为名副其实的"翻倍基"。整体来看，"翻倍基"大多集中在科创、医药等高景气赛道，不少基 金经理在板块配置和重仓股选择上，捕捉到了阶段性主线行情。从基金规模和资金流入情况来看，"翻 倍基"在上半年也获得资金青睐，部分产品的管理规模实现了数倍增长。沪上一位基金评价人士对记者 表示，"翻倍基"的批量出现是市场情绪、产业趋势和资金共振的结果。一方面，权益市场回暖、流动性 环境改善，为高波动主题基金提供了土壤；另一方面，基金经理在行业配置和个股选择上的前瞻性判断 放大了收益弹性。未来，"翻倍基"能否延续强势，仍取决于市场主线与产业趋势的延续性。 美联储首次 ...

Group 1 - The core viewpoint of the news is that Yunyi Electric has seen a stock price increase of 5.11%, reaching 15.42 CNY per share, with a trading volume of 4.35 billion CNY and a turnover rate of 3.37%, resulting in a total market capitalization of 135.41 billion CNY [1] - Yunyi Electric, established on April 27, 2007, and listed on March 21, 2012, specializes in the research, production, and sales of automotive intelligent core electronic products, including intelligent power controllers and new energy vehicle motor control systems [1] - The company's main business revenue composition includes: intelligent controllers and components (62.14%), intelligent wiper system products (12.56%), semiconductor power devices (9.89%), and other categories [1] Group 2 - Among the top circulating shareholders of Yunyi Electric, a fund under the Fortune Fund holds 14.03 million shares, unchanged from the previous period, representing 1.64% of the circulating shares, with an estimated floating profit of approximately 10.52 million CNY [2] - The Fortune Tianyi Value Mixed A/B fund, managed by Tang Yiheng, has a total asset scale of 32.03 billion CNY, with a year-to-date return of 18.61% and a one-year return of 35.9% [2][3] - Tang Yiheng has been managing the fund for 6 years and 60 days, with the best fund return during his tenure being 36.09% and the worst being -41.79% [3]

Core Viewpoint - Top Group announced a change in the use of part of the raised funds and postponed adjustments to some fundraising projects to optimize resource allocation and better respond to market changes, aiming to enhance its competitiveness in the automotive parts sector [2] Group 1: Market Response and Industry Opportunities - The rapid development of the new energy vehicle market has led to an increasing penetration rate of air suspension systems in the passenger car market, with rising domestic production rates and decreasing costs. ASU, as a core component of air suspension systems, has significant market potential [3] - The intelligent door drive system is also experiencing growing market demand due to its user-friendly operation and high level of intelligence [4] - By reallocating funds towards ASU and intelligent door drive system projects, the company aims to capitalize on industry growth opportunities and enhance its product competitiveness in these areas [4] Group 2: Meeting Customer Supply Chain Needs - As a pioneer in large-scale production of closed air suspension systems in China, the company has established comprehensive self-research and innovation capabilities. Its air suspension system products are supplied to various automotive brands, including Seres, Xiaomi, and others [5] - With the rapid growth of the air suspension system business and the gradual increase in demand for intelligent door drive systems, there is an urgent need for capacity support for ASU and intelligent door drive systems from customers [5] Group 3: Resource Optimization and Investment Strategy - The company plans to control the construction pace of certain projects due to geopolitical factors and overseas market opportunities, while also increasing component production capacity in Anhui through the acquisition of Wuhu Changpeng Automotive Parts Co., Ltd [6] - The reallocation of funds towards the more urgent and promising intelligent manufacturing industrial park project will optimize resource allocation and improve the efficiency of fund utilization [6] Group 4: Intelligent Manufacturing Industrial Park Project - The intelligent manufacturing industrial park project, located in Ningbo, is expected to achieve an annual production capacity of 700,000 ASUs and 600,000 intelligent door drive systems after reaching full production [7] - The total investment for the project is approximately 1,092.55 million yuan, with 400 million yuan allocated from the raised funds. The project is expected to generate annual revenue of 3,090 million yuan and a net profit of 243 million yuan, with a post-tax internal rate of return of 21.43% and a payback period of 6.47 years [7]

中国基金报记者 李智 【导读】天普股份复牌继续涨停，实现12连板 一起来看下最新的市场情况及资讯。 9月18日早盘，A股三大指数集体低开，截至发稿，沪指涨0.09%，深成指跌0.37%，创业板指跌0.74%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3879.92 | 13167.12 | 1603.52 | | +3.58 +0.09% | -48.33 -0.37% | -3.92 -0.24% | | 科创50 | 创业板指 | 万得全A | | 1393.57 | 3124.08 | 6295.10 | | +23.14 +1.69% | -23.27 -0.74% | -2.58 -0.04% | 从板块来看，半导体板块震荡走强，汽车及汽车零部件板块走强，餐饮、零售、机器人等板块表现活跃，而贵金属、多元金融、稀土等板块跌幅居前。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | GPU ...

从板块来看，半导体板块震荡走强，汽车及汽车零部件板块走强，餐饮、零售、机器人等板 块表现活跃，而贵金属、多元金融、稀土等板块跌幅居前。 | Wind热门概念指数 | Wind中国行业指数 | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | GPU | 餐饮旅游 | 服务器 | 央企汽车 | 先进封装 | ASIC芯片 | 电脑硬件 | 半导体 | 摩托车 | 发电设备 | 2.84% | 2.13% | 2.02% | 1.18% | 2.13% | 2.10% | 2.68% | 1.97% | 1.88% | 1.19% | | 宇树机器人 | 海南自贸港 | 国家大基金 | 米号体 | 模拟芯片 | 汽车零部件 | 林木 | 工业机械 | 造纸 | 零售 | 1.53% | 1.52% | 1.12% | 0.72% | 0.70% | ...

Core Insights - Junsheng Electronics announced a new order worth approximately 15 billion RMB for automotive "super brain" central computing units, marking a significant milestone in the company's smart driving initiatives [1][2] Group 1: New Orders and Clients - The new order involves two leading automotive manufacturers for global smart vehicle projects, indicating strong recognition of the company's capabilities in smart platform products [2] - This order is part of a broader trend, as Junsheng Electronics has secured at least 16 billion RMB in smart driving-related orders in the past six months, showcasing its growing role in the global smart driving sector [3] Group 2: Product Development and Market Adaptation - Junsheng Electronics has developed differentiated smart driving domain control products based on various chip platforms to cater to global market needs, demonstrating its global R&D and production capabilities [4] - The company launched the world's first smart auxiliary driving domain controller nDriveH based on Qualcomm Snapdragon Ride second-generation chip platform, featuring a processing power of 200 TOPS and supporting L2++ to L4 level intelligent driving functions [4] Group 3: Domestic Market Strategy - With the rise of the "smart driving equality" concept, domestic smart driving chip opportunities are increasing, and Junsheng Electronics has introduced solutions based on local chips [5] - The company has established a new ecosystem encompassing "domain control + smart driving algorithms + chips," positioning itself to capitalize on the growing market opportunities as smart driving penetration continues to rise [5]

从信质集团十大流通股东角度 数据显示，永赢基金旗下1只基金位居信质集团十大流通股东。永赢先进制造智选混合发起A （018124）二季度增持1604.52万股，持有股数1984.24万股，占流通股的比例为4.93%。根据测算，今 日浮盈赚取约3333.52万元。连续3天上涨期间浮盈赚取9087.81万元。 永赢先进制造智选混合发起A（018124）成立日期2023年5月4日，最新规模29.76亿。今年以来收益 102.66%，同类排名54/8172；近一年收益254.63%，同类排名4/7980；成立以来收益156.33%。 永赢先进制造智选混合发起A（018124）基金经理为张璐。 9月18日，信质集团涨5.04%，截至发稿，报35.00元/股，成交3.02亿元，换手率2.19%，总市值142.87亿 元。信质集团股价已经连续3天上涨，区间累计涨幅15.94%。 资料显示，信质集团股份有限公司位于浙江省台州市椒江区前所信质路28号，成立日期1990年7月14 日，上市日期2012年3月16日，公司主营业务涉及各种电机定子、转子等电机核心零部件的研发、制造 和销售业务。主营业务收入构成为：汽车零部件60.75% ...