来源：新浪证券-红岸工作室 4、根据2024年年报，公司海外营收占比为98.94%，受益于人民币贬值。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-476.17万，占比0.1%，行业排名55/76，连续3日被主力资金减仓；所属行业主力净流 入-2.40亿，连续3日被主力资金减仓。 1月13日，雅艺科技跌2.45%，成交额4574.61万元，换手率3.28%，总市值22.80亿元。 异动分析 露营经济+跨境电商+创投+人民币贬值受益 1、公司坚持自主研发的发展战略，始终专注于火盆、气炉等户外休闲家具的研发、生产和销售。经过 多年发展逐步成为拥有完整的研发设计、生产、销售和服务体系的公司；公司家居产品系列丰富，品种 齐全，包括火盆、火盆桌、气炉、气炉桌等各个系列，已经成为国内主要的火盆、气炉类产品的提供商 之一。 2、2024年年报：2023年公司通过亚马逊平台建立线上销售渠道并推广自有品牌，2024年进一步深化跨 境电商布局。2024年公司营业收入达2.96亿元，同比大幅增长87.22%，显示线上渠道对业绩的强劲拉 动。与此同时，公司积极拓展 Ti ...

Core Viewpoint - The company, Zhejiang Yayi Metal Technology Co., Ltd., is experiencing significant growth driven by its focus on outdoor leisure furniture and the expansion of its online sales channels, particularly through cross-border e-commerce platforms [2][4]. Group 1: Company Overview - The company specializes in the research, production, and sales of outdoor leisure furniture, including fire pits and gas stoves, and has developed a comprehensive system for design, production, and service [2]. - As of December 31, the company had a total market capitalization of 2.338 billion yuan, with a trading volume of 40.33 million yuan on January 12, reflecting a 0.35% increase in stock price [1]. Group 2: Financial Performance - In 2024, the company reported a revenue of 296 million yuan, marking a substantial year-on-year increase of 87.22%, attributed to the strong performance of its online sales channels [2]. - For the period from January to September 2025, the company achieved a revenue of 239 million yuan, representing a year-on-year growth of 22.23%, while the net profit attributable to shareholders decreased by 68.19% to 1.7793 million yuan [9]. Group 3: Investment and Partnerships - The company announced a partnership to establish a venture capital firm, contributing 10.2 million yuan, which represents a 39.98% stake in the new entity [3]. Group 4: Market Position and Strategy - The company has a high overseas revenue ratio of 98.94%, benefiting from the depreciation of the Chinese yuan, and is actively expanding its presence on platforms like TikTok and Wayfair to reach younger consumers [4][2]. - The product revenue breakdown shows that fire pits and stoves account for 55.86% and 10.40% of total revenue, respectively, indicating a strong focus on these categories [8].

Core Viewpoint - The stock price of Xidamen has shown fluctuations, with a recent increase of 2.45% on January 12, 2023, reaching 17.57 CNY per share, while the company has experienced a net outflow of funds [1][2]. Group 1: Stock Performance - Xidamen's stock price has increased by 2.15% year-to-date, but has decreased by 5.74% over the last five trading days [2]. - Over the past 20 days, the stock has risen by 7.20%, and over the past 60 days, it has increased by 12.20% [2]. - The company has appeared on the "Dragon and Tiger List" once this year, with a net buy of -31.436 million CNY on January 7, 2023 [2]. Group 2: Company Overview - Zhejiang Xidamen New Materials Co., Ltd. was established on December 22, 1997, and went public on December 31, 2020 [2]. - The company's main business involves the research, production, and sales of functional shading materials, with revenue composition as follows: finished curtains 50.84%, shading fabrics 19.73%, sunlight fabrics 17.69%, adjustable light fabrics 8.89%, and others 2.84% [2]. - Xidamen belongs to the light industry manufacturing sector, specifically in home products, and is associated with concepts such as smart home, QFII holdings, Belt and Road Initiative, share buybacks, and cross-border e-commerce [2]. Group 3: Financial Performance - As of September 30, 2025, Xidamen reported a revenue of 651 million CNY, representing a year-on-year growth of 10.43%, and a net profit attributable to shareholders of 87.931 million CNY, with a year-on-year increase of 1.16% [2]. - The company has distributed a total of 152 million CNY in dividends since its A-share listing, with 101 million CNY distributed over the past three years [3]. - As of September 30, 2025, the number of shareholders has decreased by 37.40% to 8,052, while the average circulating shares per person have increased by 60.44% to 23,588 shares [2].

Core Viewpoint - Ningbo Jialian Technology Co., Ltd. is experiencing growth in its stock price and market activity, driven by its focus on biodegradable plastics, 3D printing, and cross-border e-commerce, benefiting from the depreciation of the RMB and the Belt and Road Initiative [1][2]. Company Overview - Ningbo Jialian Technology specializes in the research, production, and sales of plastic products, biodegradable products, and plant fiber products, with a revenue composition of 84.41% from plastic products, 14.25% from biodegradable products, and 1.34% from other sources [7]. - The company was established on August 7, 2009, and went public on December 9, 2021 [7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.865 billion yuan, representing a year-on-year growth of 8.25%. However, the net profit attributable to the parent company was a loss of 73.81 million yuan, a decrease of 209.95% year-on-year [8]. - As of September 30, 2025, the company had 6,828 shareholders, an increase of 15.61% from the previous period, with an average of 20,195 circulating shares per person, a decrease of 11.47% [8]. Market Position and Strategy - The company is a leading player in the global plastic dining utensils manufacturing industry, with 70.47% of its sales coming from exports as of 2021, primarily to developed regions such as North America, Europe, and Oceania [2][3]. - The company has also expanded its online market presence through cross-border e-commerce platforms [2]. Production Capacity - The company has established a significant overseas production capacity in Thailand, which includes production lines for 3D printing materials, plastic dining utensils, and plant fiber products, with these lines gradually entering production [3]. Stock Market Activity - On January 9, the company's stock rose by 3.93%, with a trading volume of 115 million yuan and a turnover rate of 3.64%, leading to a total market capitalization of 4.434 billion yuan [1]. - The stock has shown a lack of clear trends in major capital flows, with a net inflow of 1.1977 million yuan on the day, representing only 0.01% of the total [4][5]. Technical Analysis - The average trading cost of the stock is 21.27 yuan, with the stock price approaching a resistance level of 22.87 yuan, indicating potential for a price correction if this level is not surpassed [6].

Core Viewpoint - The company, Zhejiang Yayi Metal Technology Co., Ltd., is experiencing significant growth in its outdoor leisure furniture segment, particularly through online sales channels and cross-border e-commerce initiatives, benefiting from the depreciation of the RMB. Group 1: Company Overview - The company focuses on the research, production, and sales of outdoor leisure furniture, including fire pits and gas stoves, and has developed a comprehensive system for R&D, design, production, and sales [2][8]. - As of December 31, the company had 6,034 shareholders, an increase of 6.85% from the previous period, with an average of 9,125 circulating shares per person, a decrease of 6.41% [9]. Group 2: Financial Performance - In 2024, the company reported a revenue of 296 million yuan, a substantial increase of 87.22% year-on-year, driven by the strong performance of online sales channels [2]. - For the period from January to September 2025, the company achieved a revenue of 239 million yuan, reflecting a year-on-year growth of 22.23%, while the net profit attributable to the parent company was 1.78 million yuan, a decrease of 68.19% [9]. Group 3: Market Strategy - The company is expanding its cross-border e-commerce presence by leveraging platforms like Amazon, TikTok, and Wayfair, targeting younger consumer demographics and optimizing logistics through the support of the Zhejiang cross-border e-commerce pilot zone [2][4]. - The company's overseas revenue accounted for 98.94% of total revenue, benefiting from the depreciation of the RMB [4]. Group 4: Investment Activities - On July 26, 2023, the company announced plans to invest 10.2 million yuan in a partnership to establish a venture capital firm, holding a 39.98% stake in the partnership [3].

Core Viewpoint - Ningbo Jialian Technology Co., Ltd. is experiencing growth in its stock performance and is positioned to benefit from trends in biodegradable plastics, 3D printing, and cross-border e-commerce [1][2]. Company Overview - Ningbo Jialian Technology specializes in the research, production, and sales of plastic products, biodegradable products, and plant fiber products, with a revenue composition of 84.41% from plastic products, 14.25% from biodegradable products, and 1.34% from other sources [7]. - The company was established on August 7, 2009, and went public on December 9, 2021 [7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.865 billion yuan, representing a year-on-year growth of 8.25%. However, the net profit attributable to the parent company was a loss of 73.81 million yuan, a decrease of 209.95% year-on-year [8]. - As of September 30, 2025, the company had 6,828 shareholders, an increase of 15.61% from the previous period, with an average of 20,195 circulating shares per person, a decrease of 11.47% [8]. Market Position and Strategy - The company is a leading player in the global plastic dining utensils manufacturing industry, with 70.47% of its sales coming from exports as of 2021, primarily to developed regions such as North America, Europe, and Oceania [2][3]. - The company has also expanded its online market presence through cross-border e-commerce platforms [2]. Production Capacity and Expansion - The company has established a significant overseas production capacity in Thailand, which includes production lines for 3D printing materials, plastic dining utensils, and plant fiber products [3]. - The company is focusing on the research and application of PLA materials and has made early investments in the consumer-grade FDM materials and products sector [2]. Stock Performance - On January 6, the company's stock rose by 1.37%, with a trading volume of 148 million yuan and a turnover rate of 4.87%, bringing the total market capitalization to 4.323 billion yuan [1].

Core Viewpoint - Ningbo Jialian Technology Co., Ltd. is experiencing growth in its stock performance and is positioned to benefit from trends in biodegradable plastics, 3D printing, and cross-border e-commerce [1][2]. Company Overview - Ningbo Jialian Technology specializes in the research, production, and sales of plastic products, biodegradable products, and plant fiber products, with a revenue composition of 84.41% from plastic products, 14.25% from biodegradable products, and 1.34% from other sources [7]. - The company was established on August 7, 2009, and went public on December 9, 2021 [7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.865 billion yuan, representing a year-on-year growth of 8.25%. However, the net profit attributable to the parent company was a loss of 73.8145 million yuan, a decrease of 209.95% year-on-year [8]. - As of September 30, 2025, the company had a total of 6,828 shareholders, an increase of 15.61% from the previous period, with an average of 20,195 circulating shares per person, a decrease of 11.47% [8]. Market Position and Strategy - The company is a leading player in the global plastic dining utensils manufacturing industry, with 70.47% of its sales coming from exports as of 2021, primarily to developed regions such as North America, Europe, and Oceania [2][3]. - The company has also expanded its online market presence through cross-border e-commerce platforms [2]. Production Capacity and Expansion - The company has established a significant overseas production capacity in Thailand, which includes production lines for 3D printing materials, plastic dining utensils, and plant fiber products, with these lines gradually entering production [3]. Stock Market Activity - On January 5, the company's stock rose by 1.30%, with a trading volume of 70.5698 million yuan and a turnover rate of 2.33%, bringing the total market capitalization to 4.265 billion yuan [1].

Group 1 - The core viewpoint of the news is that 德力股份 (Delixi Co., Ltd.) has experienced significant stock price increases and trading activity, with a year-to-date price increase of 175.37% and a recent 6.91% rise in a single trading session [1] - As of December 29, the stock price reached 11.29 yuan per share, with a total market capitalization of 4.425 billion yuan [1] - The company has seen substantial trading volume, with a total transaction amount of 218 million yuan and a turnover rate of 6.53% [1] Group 2 - The company operates in the light industry manufacturing sector, specifically in home goods, and is involved in various concepts such as the Belt and Road Initiative and photovoltaic glass [2] - As of November 30, the number of shareholders increased by 8.39% to 16,600, while the average circulating shares per person decreased by 7.74% to 18,006 shares [2] - For the period from January to September 2025, the company reported a revenue of 1.187 billion yuan, a year-on-year decrease of 11.07%, and a net profit attributable to shareholders of -89.8023 million yuan, a decrease of 174.12% [2] Group 3 - Since its A-share listing, the company has distributed a total of 20.424 million yuan in dividends, with no dividends paid in the last three years [3]

Core Viewpoint - The company, Zhejiang Yayi Metal Technology Co., Ltd., has shown significant growth in revenue and is benefiting from trends in the camping economy, cross-border e-commerce, and the depreciation of the RMB [2][4]. Group 1: Company Overview - The company focuses on the research, production, and sales of outdoor leisure furniture, including fire pits and gas stoves, and has developed a comprehensive system for R&D, design, production, and sales [2]. - As of December 25, the company's stock price increased by 4.83%, with a total market capitalization of 2.27 billion [1]. Group 2: Financial Performance - In 2024, the company reported a revenue of 296 million, representing a substantial year-on-year increase of 87.22%, driven by online sales channels [2]. - For the period from January to September 2025, the company achieved a revenue of 239 million, reflecting a year-on-year growth of 22.23%, while the net profit attributable to the parent company was 1.78 million, a decrease of 68.19% [9]. Group 3: Investment and Partnerships - The company announced a partnership to establish a venture capital firm, contributing 10.2 million, which represents a 39.98% stake in the partnership [3]. Group 4: Market Position and Strategy - The company has a strong presence in the overseas market, with 98.94% of its revenue coming from international sales, benefiting from the depreciation of the RMB [4]. - The company is expanding its online sales through platforms like Amazon and is also exploring new social e-commerce platforms such as TikTok and Wayfair to reach younger consumers [2]. Group 5: Shareholder Information - As of December 19, the number of shareholders decreased by 7.62%, while the average number of shares held per shareholder increased by 8.25% [9].

Core Viewpoint - The company, Zhejiang Yayi Metal Technology Co., Ltd., is experiencing significant growth driven by its focus on outdoor leisure furniture and the expansion of its online sales channels, particularly through cross-border e-commerce platforms [2][4]. Group 1: Company Overview - The company specializes in the research, production, and sales of outdoor leisure furniture, including fire pits and gas stoves, and has developed a comprehensive system for design, production, and service [2]. - As of November 20, the company had 6,113 shareholders, a decrease of 4.20% from the previous period, with an average of 9,007 circulating shares per shareholder, an increase of 4.38% [9]. - The company was established on June 9, 2005, and went public on December 22, 2021, with its main business revenue composition being 55.86% from fire pits and stoves, 33.74% from other products, and 10.40% from gas stoves [8]. Group 2: Financial Performance - In 2024, the company is projected to achieve a revenue of 296 million yuan, reflecting a substantial year-on-year growth of 87.22%, largely attributed to the strong performance of its online sales channels [2]. - For the period from January to September 2025, the company reported a revenue of 239 million yuan, a year-on-year increase of 22.23%, while the net profit attributable to shareholders decreased by 68.19% to 1.78 million yuan [9]. - The company has distributed a total of 142 million yuan in dividends since its A-share listing, with 51.1 million yuan distributed over the past three years [9]. Group 3: Market Position and Strategy - The company benefits from the depreciation of the RMB, with overseas revenue accounting for 98.94% of total revenue [4]. - The company is actively expanding its presence on emerging social e-commerce platforms like TikTok and Wayfair, leveraging their targeted marketing advantages to reach younger consumers [2]. - The company is also involved in a joint investment to establish a venture capital partnership, contributing 10.2 million yuan, which represents a 39.98% stake in the partnership [3].