三角防务：与西门子能源签署燃机项目开发协议及框架订单协议 11月6日，三角防务（300775）发布公告称，公司与西门子能源公司、西门子能源加拿大有限公司（简 称"西门子能源"）签署了《燃机项目开发协议》及《框架订单协议》。开发协议的主要内容为使公司获 得为西门子能源供应特定物项的资格，并规定了资格认证的技术前提、流程及标准。框架订单协议主要 内容为公司须按照采购订单、工作说明书及图纸等文件要求，交付相应产品及工装，并确保其质量符合 标准。 资料显示，三角防务成立于2002年8月，主营业务是航空、航天、船舶等行业锻件产品的研制、生产、 销售和服务。 所属行业：国防军工–航空装备Ⅱ–航空装备Ⅲ 金地集团：10月实现签约金额同比下降65.78% 11月6日，金地集团（600383）发布公告称，10月实现签约面积18.4万平方米，同比下降53.30%；实现 签约金额19.2亿元，同比下降65.78%。1-10月公司累计实现签约面积197.6万平方米，同比下降50.45%； 累计实现签约金额261.0亿元，同比下降55.33%。 资料显示，金地集团成立于1988年1月，主营业务是房地产开发与销售、商业地产、产业地产和租 ...

截至10月20日，久之洋股东户数1.66万，较上期减少0.14%；人均流通股10819股，较上期增加0.14%。 2025年1月-9月，久之洋实现营业收入3.57亿元，同比增长29.12%；归母净利润2174.61万元，同比增长 7.93%。 分红方面，久之洋A股上市后累计派现2.17亿元。近三年，累计派现9828.00万元。 机构持仓方面，截止2025年9月30日，久之洋十大流通股东中，香港中央结算有限公司位居第三大流通 股东，持股113.99万股，相比上期增加58.69万股。 责任编辑：小浪快报 11月6日，久之洋盘中下跌2.06%，截至09:54，报40.40元/股，成交3398.71万元，换手率0.46%，总市值 72.72亿元。 资金流向方面，主力资金净流出604.01万元，特大单买入0.00元，占比0.00%，卖出134.19万元，占比 3.95%；大单买入370.45万元，占比10.90%，卖出840.27万元，占比24.72%。 久之洋今年以来股价涨19.66%，近5个交易日涨1.76%，近20日涨10.38%，近60日跌3.30%。 资料显示，湖北久之洋红外系统股份有限公司位于湖北省武汉市江 ...

Core Viewpoint - The company, Shenzhen Zhongdian Port Technology Co., Ltd., is a major player in the electronic components distribution market, with significant partnerships and a strong growth trajectory in revenue and profit [2][8]. Company Overview - Shenzhen Zhongdian Port is the largest electronic components distributor in China, representing top global storage chip manufacturers like Micron and Yangtze Memory Technologies [2]. - The company was established on September 28, 2014, and went public on April 10, 2023, focusing on electronic components distribution, design chain services, supply chain collaboration, and industrial data services [7]. - The revenue composition includes processors (40.78%), storage (30.53%), other components (16.09%), analog devices (8.74%), and RF & wireless connections (3.85%) [7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 50.598 billion yuan, representing a year-on-year growth of 33.29%, and a net profit attributable to shareholders of 258 million yuan, up 73.06% year-on-year [8]. - The company has distributed a total of 258 million yuan in dividends since its A-share listing [9]. Market Position and Trends - The company is categorized as a "中字头" stock, indicating its control by state-owned enterprises or central government agencies [3]. - As of October 20, 2025, the company had 74,100 shareholders, a decrease of 6.82% from the previous period, with an average of 5,903 circulating shares per shareholder, an increase of 7.31% [8]. Investment and Trading Activity - On November 5, the stock price of Zhongdian Port fell by 2.06%, with a trading volume of 1.1 billion yuan and a turnover rate of 9.91%, bringing the total market capitalization to 19.484 billion yuan [1]. - The stock has seen a net outflow of 113 million yuan from major investors today, with a total of 238 million yuan over the past three days, indicating a trend of reduced holdings by major investors [4][5].

11月4日，盈方微盘中下跌2.04%，截至13:51，报8.17元/股，成交1.32亿元，换手率1.96%，总市值68.59 亿元。 资金流向方面，主力资金净流出2234.74万元，特大单买入0.00元，占比0.00%，卖出872.36万元，占比 6.62%；大单买入1561.86万元，占比11.84%，卖出2924.24万元，占比22.18%。 盈方微今年以来股价跌1.80%，近5个交易日跌1.45%，近20日跌6.20%，近60日涨9.37%。 今年以来盈方微已经3次登上龙虎榜，最近一次登上龙虎榜为8月7日，当日龙虎榜净买入8860.27万元； 买入总计2.65亿元 ，占总成交额比15.40%；卖出总计1.76亿元 ，占总成交额比10.24%。 资料显示，盈方微电子股份有限公司位于上海市长宁区天山西路799号5楼03,05单元，成立日期1993年2 月22日，上市日期1996年12月17日，公司主营业务涉及移动互联终端、智能家居、可穿戴设备等处理器 及相关软件研发、设计、生产、销售,并提供硬件设计和软件应用的整体解决方案。主营业务收入构成 为：主动件类产品87.28%，被动件类产品12.39%，SoC芯片 ...

Core Viewpoint - Jiemai Technology's stock price has experienced fluctuations, with a year-to-date increase of 50.34% but a recent decline over the past five trading days by 6.82% [1] Company Overview - Jiemai Technology, established on April 9, 2001, and listed on April 7, 2017, is located in Anji Economic Development Zone, Zhejiang Province. The company specializes in the research, production, and sales of electronic component thin carrier tapes [1] - The main revenue composition includes electronic packaging materials (83.94%), electronic-grade film materials (12.02%), and others (4.04%) [1] Financial Performance - For the period from January to September 2025, Jiemai Technology achieved a revenue of 1.526 billion yuan, representing a year-on-year growth of 13.74%. However, the net profit attributable to shareholders decreased by 0.70% to 176 million yuan [2] - Since its A-share listing, Jiemai Technology has distributed a total of 673 million yuan in dividends, with 274 million yuan distributed over the past three years [3] Shareholder Information - As of October 31, 2025, the number of shareholders increased by 7.40% to 12,700, while the average circulating shares per person decreased by 6.89% to 31,837 shares [2] - Notable shareholders include Quan Guo Xu Yuan Mixed A, which is the second-largest circulating shareholder with 16.7727 million shares, and Hong Kong Central Clearing Limited, which increased its holdings by 5.8763 million shares to 10.4845 million shares [3]

11月4日，中电港盘中下跌2.16%，截至09:46，报26.32元/股，成交1.92亿元，换手率1.65%，总市值 200.01亿元。 资金流向方面，主力资金净流出1166.93万元，特大单买入497.51万元，占比2.60%，卖出336.42万元， 占比1.76%；大单买入2438.17万元，占比12.73%，卖出3766.20万元，占比19.66%。 中电港今年以来股价涨30.31%，近5个交易日跌3.06%，近20日涨22.19%，近60日涨30.30%。 中电港所属申万行业为：电子-其他电子Ⅱ-其他电子Ⅲ。所属概念板块包括：央企改革、核污染防治、 中字头、智能电网、融资融券等。 截至10月20日，中电港股东户数7.41万，较上期减少6.82%；人均流通股5903股，较上期增加7.31%。 2025年1月-9月，中电港实现营业收入505.98亿元，同比增长33.29%；归母净利润2.58亿元，同比增长 73.06%。 分红方面，中电港A股上市后累计派现2.58亿元。 机构持仓方面，截止2025年9月30日，中电港十大流通股东中，香港中央结算有限公司位居第六大流通 股东，持股753.75万股，相比上期增 ...

太龙股份所属申万行业为：电子-其他电子Ⅱ-其他电子Ⅲ。所属概念板块包括：无线耳机、半导体、芯 片概念、集成电路、蔚来汽车概念等。 截至9月30日，太龙股份股东户数1.69万，较上期减少19.52%；人均流通股10065股，较上期增加 24.25%。2025年1月-9月，太龙股份实现营业收入20.58亿元，同比增长5.80%；归母净利润3835.91万 元，同比增长9.84%。 分红方面，太龙股份A股上市后累计派现8667.36万元。近三年，累计派现1964.67万元。 责任编辑：小浪快报 11月3日，太龙股份盘中上涨2.15%，截至11:02，报19.44元/股，成交1.05亿元，换手率3.23%，总市值 42.44亿元。 资金流向方面，主力资金净流出176.70万元，特大单买入114.17万元，占比1.09%，卖出207.99万元，占 比1.98%；大单买入1880.48万元，占比17.93%，卖出1963.36万元，占比18.72%。 太龙股份今年以来股价涨69.49%，近5个交易日跌0.10%，近20日跌5.36%，近60日涨29.69%。 今年以来太龙股份已经1次登上龙虎榜，最近一次登上龙虎榜为6月2 ...

资金流向方面，主力资金净流入146.56万元，特大单买入260.25万元，占比2.58%，卖出235.94万元，占 比2.34%；大单买入2130.46万元，占比21.14%，卖出2008.21万元，占比19.93%。 11月3日，远望谷盘中上涨2.02%，截至11:04，报8.10元/股，成交1.01亿元，换手率1.79%，总市值59.92 亿元。 远望谷所属申万行业为：电子-其他电子Ⅱ-其他电子Ⅲ。所属概念板块包括：小盘、快递概念、电子身 份证、智慧物流、新零售等。 截至10月10日，远望谷股东户数7.15万，较上期减少0.74%；人均流通股9853股，较上期增加0.75%。 2025年1月-9月，远望谷实现营业收入4.18亿元，同比增长11.16%；归母净利润1.45亿元，同比增长 128.50%。 分红方面，远望谷A股上市后累计派现1.80亿元。近三年，累计派现2441.20万元。 责任编辑：小浪快报 远望谷今年以来股价涨45.81%，近5个交易日涨3.32%，近20日涨8.87%，近60日涨2.40%。 今年以来远望谷已经2次登上龙虎榜，最近一次登上龙虎榜为7月25日，当日龙虎榜净买入4445.28 ...

Core Viewpoint - Liyuan Information's stock price has experienced fluctuations, with a recent decline of 2.14% and a year-to-date increase of 17.47%, indicating volatility in market performance [1]. Financial Performance - For the period from January to September 2025, Liyuan Information achieved a revenue of 6.48 billion yuan, representing a year-on-year growth of 15.58%. The net profit attributable to shareholders was 156 million yuan, showing a significant increase of 55.49% compared to the previous year [2]. - The company has distributed a total of 149 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Shareholder Information - As of October 10, 2025, the number of shareholders for Liyuan Information reached 124,300, an increase of 0.31% from the previous period. The average number of circulating shares per shareholder decreased by 0.30% to 8,440 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 13.11 million shares, an increase of 6.94 million shares from the previous period. Other notable shareholders include Southern CSI 1000 ETF and Huaxia CSI 1000 ETF, which have seen slight reductions in their holdings [3]. Market Activity - On November 3, Liyuan Information's stock traded at 10.96 yuan per share, with a total market capitalization of 12.648 billion yuan. The trading volume was 205 million yuan, with a turnover rate of 1.77% [1]. - The stock has seen a net outflow of 19.31 million yuan from major funds, with significant selling activity observed [1]. Business Overview - Liyuan Information, established in August 2001 and listed in February 2011, is primarily engaged in the distribution of electronic components, self-developed chips, and the research, production, and sales of smart grid terminal products. The main revenue sources include electronic components (88.80%), power products, and self-developed chips (5.82%), and structural module devices (5.37%) [1]. - The company operates within the electronic industry, specifically categorized under other electronics, and is associated with concepts such as virtual reality, metaverse, Beidou navigation, Xiaomi, and artificial intelligence [1].

Company Overview - MinDe Electronics was established on February 23, 2004, and listed on the Shenzhen Stock Exchange on May 19, 2017. The company is based in Shenzhen, Guangdong Province, and specializes in barcode recognition equipment and semiconductor business, possessing advanced R&D technology and diversified business layout [1] Financial Performance - For Q3 2025, MinDe Electronics reported revenue of 224 million yuan, ranking 33rd among 33 companies in the industry. The top company, Zhongdian Port, had revenue of 50.598 billion yuan, while the industry average was 4.846 billion yuan [2] - The net profit for the same period was -72.742 million yuan, also ranking 33rd. The leading company, Woer Nuclear Materials, reported a net profit of 883 million yuan, with the industry average at 139 million yuan [2] Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 53.99%, up from 32.13% year-on-year, and above the industry average of 44.96% [3] - The gross profit margin for Q3 2025 was 36.93%, slightly higher than the previous year's 36.40% and above the industry average of 21.49% [3] Executive Compensation - The chairman, Xu Wenhuan, received a salary of 635,500 yuan in 2024, an increase of 230,900 yuan from 404,600 yuan in 2023 [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 13.23% to 14,600, while the average number of circulating A-shares held per shareholder increased by 15.25% to 9,131.37 [5]