来源：新浪证券-红岸工作室 12月30日，森赫股份涨7.42%，成交额2.85亿元，换手率9.80%，总市值44.82亿元。 异动分析 新型城镇化+中俄贸易概念+一带一路+物联网+人脸识别 1、2023年3月15日互动易回复：公司GRPS乘客电梯、GRE自动扶梯、GRM自动人行道系列产品结合 SICE物联网云服务平台，为新型城镇化建设提供产品及服务。 2、公司海外客户主要集中于孟加拉国、俄罗斯（远东地区）、科威特、乌兹别克斯坦、墨西哥等国 家，其中孟加拉国、俄罗斯和科威特为公司最主要的国外销售地区。 3、公司持股49%的Turkmenistan Sicher在土库曼斯坦从事电梯制造及销售；公司积极响应国家"一带一 路"倡议，产品销往孟加拉国、科威特、墨西哥等国家和地区。 4、2021年9月15日互动易回复：公司通过电梯物联网平台，对电梯的运行信号、状态、故障数据进行监 测和采集，运用大数据、云计算技术，实现电梯远程监控、维保管理、使用管理、安全预警、应急处置 等功能。 5、据招股说明书：公司在新旧产业融合过程中，研发生物特征识别（语音识别、人脸识别、指纹识 别）、基于物联网实现远程呼梯、二维码识别等新技术应用 ...

Core Viewpoint - Shanghai Mechanical and Electrical Co., Ltd. has shown significant stock performance with a year-to-date increase of 67.89%, despite a recent decline in the last five trading days [1][2]. Financial Performance - For the period from January to September 2025, the company reported a revenue of 14.709 billion yuan, a year-on-year decrease of 6.22%, and a net profit attributable to shareholders of 705 million yuan, down 3.23% year-on-year [2]. - The company has distributed a total of 6.754 billion yuan in dividends since its A-share listing, with 1.524 billion yuan distributed in the last three years [3]. Stock Market Activity - As of December 4, the stock price was 29.38 yuan per share, with a trading volume of 283 million yuan and a turnover rate of 1.21%, resulting in a total market capitalization of 30.048 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" four times this year, with the most recent appearance on November 27, where it recorded a net buy of -206 million yuan [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 82,600, reflecting a 26.59% rise compared to the previous period [2]. - The largest shareholder, Hong Kong Central Clearing Limited, holds 19.032 million shares, having decreased its holdings by 1.6101 million shares [3].

Core Viewpoint - Qingniao Fire's stock price has shown fluctuations with a year-to-date increase of 16.55%, while recent performance indicates a 10.23% decline over the past 20 days [1][2]. Financial Performance - For the period from January to September 2025, Qingniao Fire reported a revenue of 3.359 billion yuan, representing a year-on-year decrease of 4.60%. The net profit attributable to shareholders was 238 million yuan, down 29.01% compared to the previous year [2]. - Since its A-share listing, Qingniao Fire has distributed a total of 899 million yuan in dividends, with 575 million yuan distributed over the last three years [3]. Stock Market Activity - As of November 12, Qingniao Fire's stock price was 11.14 yuan per share, with a market capitalization of 9.751 billion yuan. The trading volume was 52.0322 million yuan, with a turnover rate of 0.63% [1]. - The stock experienced a net inflow of 7.9659 million yuan from main funds, with significant buying and selling activity from large orders [1]. Shareholder Information - As of October 31, the number of shareholders for Qingniao Fire was 27,000, reflecting a 0.49% increase from the previous period. The average number of circulating shares per shareholder decreased by 0.49% to 27,722 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 7.216 million shares, a decrease of 609,000 shares from the previous period [3]. Business Overview - Qingniao Fire, established on June 15, 2001, and listed on August 9, 2019, specializes in the research, development, production, and sales of fire safety system products. The main revenue sources include fire alarm and control systems (44.58%), emergency lighting and intelligent evacuation systems (21.20%), and other fire safety products [1].

Core Viewpoint - The stock of Shanghai Xinda Electric Co., Ltd. has shown significant performance, with a year-to-date increase of 100.23%, despite a slight decline in recent trading days [1][2]. Company Overview - Shanghai Xinda Electric Co., Ltd. was established on March 10, 1995, and listed on December 24, 2010. The company specializes in the research, manufacturing, and sales of industrial automation control products, including elevator control and drive products, IoT solutions, energy-saving products, and robotics [2]. - The revenue composition of the company includes: General control and drive products and systems (53.91%), Robotics products and systems (19.35%), Elevator control products and systems (18.30%), and Other products (8.44%) [2]. - The company is classified under the machinery equipment industry, specifically in specialized equipment for building systems, and is associated with concepts such as reducers, digital twins, machine vision, humanoid robots, and servo systems [2]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 2.654 billion yuan, representing a year-on-year growth of 17.20%. The net profit attributable to shareholders was 4.3462 million yuan, reflecting a substantial increase of 110.26% [2]. - Since its A-share listing, the company has distributed a total of 479 million yuan in dividends, with no dividends paid in the last three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Xinda was 47,900, a decrease of 2.48% from the previous period. The average circulating shares per person increased by 2.54% to 11,040 shares [2]. - Notable institutional shareholders include Penghua Carbon Neutral Theme Mixed A, which holds 14.3631 million shares, and Huaxia CSI Robotics ETF, holding 12.7796 million shares, both of which have increased their holdings compared to the previous period [3].

Company Overview - Shanghai New Times Electric Co., Ltd. is located at 1560 Siyi Road, Jiading District, Shanghai, established on March 10, 1995, and listed on December 24, 2010 [2] - The company's main business includes research, manufacturing, and sales of elevator control and drive products, elevator IoT, energy-saving and industrial transmission products, and robotics and motion control products [2] - The revenue composition is as follows: General control and drive products and systems 53.91%, robotics products and systems 19.35%, elevator control products and systems 18.30%, and other products 8.44% [2] Financial Performance - For the first half of 2025, the company achieved operating revenue of 1.644 billion yuan, a year-on-year increase of 8.45%, and a net profit attributable to the parent company of 1.8654 million yuan, a year-on-year increase of 109.95% [2] - Since its A-share listing, the company has distributed a total of 479 million yuan in dividends, with no dividends distributed in the last three years [3] Stock Performance - As of September 23, the stock price decreased by 2.01% to 19.49 yuan per share, with a total market capitalization of 12.923 billion yuan [1] - Year-to-date, the stock price has increased by 121.98%, with a recent decline of 7.32% over the last five trading days [1] - The company has appeared on the trading leaderboard four times this year, with the most recent appearance on March 3, where it recorded a net buy of -48.1758 million yuan [1] Shareholder Structure - As of September 10, the number of shareholders increased to 47,000, with an average of 11,253 circulating shares per person, a decrease of 2.66% from the previous period [2] - Notable institutional holdings include Huaxia CSI Robotics ETF as the fifth largest shareholder with 10.3933 million shares, and Penghua Carbon Neutral Theme Mixed A as the seventh largest shareholder with 8.4658 million shares [3]