Core Viewpoint - Suzhou Tianmai has shown significant trading activity with a notable increase in financing and stockholder engagement, indicating potential growth and investor interest in the company. Group 1: Financial Performance - As of September 30, 2025, Suzhou Tianmai achieved operating revenue of 818 million yuan, representing a year-on-year growth of 18.42% [2] - The net profit attributable to the parent company for the same period was 143 million yuan, reflecting a year-on-year increase of 1.54% [2] Group 2: Stock and Financing Activity - On November 3, Suzhou Tianmai's stock price increased by 2.97%, with a trading volume of 406 million yuan [1] - The financing buy-in amount on the same day was 50.25 million yuan, while the financing repayment was 25.33 million yuan, resulting in a net financing buy of 24.92 million yuan [1] - The total financing and securities balance reached 642 million yuan, accounting for 8.80% of the circulating market value, which is above the 90th percentile of the past year [1] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Suzhou Tianmai was 10,800, an increase of 6.39% from the previous period [2] - The average circulating shares per person decreased by 6.00% to 2,407 shares [2] - The company has distributed a total of 64.78 million yuan in dividends since its A-share listing [3]

Group 1 - Suzhou Tianmai experienced a 5% decline in stock price, trading at 132.52 CNY per share with a total market capitalization of 15.33 billion CNY as of the report date [1] - The company specializes in the research, production, and sales of thermal management materials and components, with 98.37% of its revenue coming from this core business [1] - The company was established on July 25, 2007, and went public on October 24, 2024 [1] Group 2 - Vanguard Fund holds a significant position in Suzhou Tianmai, with its Vanguard Quantitative Selected A fund reducing its holdings by 8,400 shares, now holding 10,000 shares, representing 3.24% of the fund's net value [2] - The Vanguard Quantitative Selected A fund has a total size of 38.25 million CNY and has achieved a year-to-date return of 23.06% [2] - The fund manager, Zeng Jie, has been in position for 2 years and 308 days, with the best fund return during this period being 68.52% [2]

Core Points - Suzhou Tianmai's stock price decreased by 0.95% on October 28, with a trading volume of 506 million yuan [1] - The company recorded a net financing purchase of 17.16 million yuan on the same day, with a total financing balance of 629 million yuan, accounting for 8.50% of its market capitalization [1] - For the period from January to September 2025, Suzhou Tianmai achieved a revenue of 818 million yuan, representing a year-on-year growth of 18.42%, and a net profit attributable to shareholders of 143 million yuan, with a growth of 1.54% [1] Financing and Margin Trading - On October 28, Suzhou Tianmai had a financing purchase of 92.60 million yuan and a repayment of 75.44 million yuan [1] - The company had a margin trading balance of 30.93 thousand yuan with a remaining short selling volume of 2,200 shares [1] Shareholder Information - As of September 30, 2025, the number of shareholders for Suzhou Tianmai increased by 6.39% to 10,800, while the average circulating shares per person decreased by 6.00% to 2,407 shares [1] - The company has distributed a total of 64.78 million yuan in dividends since its A-share listing [2] - Hong Kong Central Clearing Limited is the seventh largest circulating shareholder, holding 312,600 shares, a decrease of 260,400 shares from the previous period [2]

Core Insights - Suzhou Tianmai's stock increased by 5.69%, reaching 127.89 CNY per share, with a total market capitalization of 14.794 billion CNY [1] Company Overview - Suzhou Tianmai Thermal Technology Co., Ltd. was established on July 25, 2007, and is located at 68 Huikai Road, Luzhi Town, Wuzhong District, Suzhou [1] - The company specializes in the research, production, and sales of thermal management materials and components, with 98.37% of its revenue coming from thermal management materials and devices [1] Shareholder Information - Southern Fund's Southern CSI 1000 ETF (512100) entered the top ten circulating shareholders of Suzhou Tianmai in the second quarter, holding 216,500 shares, which is 0.83% of the circulating shares [2] - The ETF has a total scale of 64.953 billion CNY and has achieved a year-to-date return of 22.89%, ranking 2070 out of 4218 in its category [2] Fund Management - The fund manager of Southern CSI 1000 ETF is Cui Lei, who has been in the position for 6 years and 350 days, with a total asset scale of 94.976 billion CNY [3] - During Cui Lei's tenure, the best fund return was 167.96%, while the worst was -16.06% [3]

Core Viewpoint - Suzhou Tianmai's stock experienced a slight decline of 0.33% on October 14, with a trading volume of 241 million yuan, indicating a stable market presence despite minor fluctuations [1] Financing Summary - On October 14, Suzhou Tianmai had a financing buy-in amount of 36.28 million yuan and a financing repayment of 32.67 million yuan, resulting in a net financing buy of 3.61 million yuan [1] - As of October 14, the total financing and securities lending balance for Suzhou Tianmai was 525 million yuan, which accounts for 16.81% of its market capitalization [1] Securities Lending Summary - On October 14, Suzhou Tianmai had no shares repaid in securities lending, with 100 shares sold, amounting to 12,000 yuan based on the closing price [1] - The remaining securities lending volume was 2,700 shares, with a total balance of 324,000 yuan [1] Company Overview - Suzhou Tianmai Thermal Technology Co., Ltd. was established on July 25, 2007, and is located in Wuzhong District, Suzhou [1] - The company specializes in the research, production, and sales of thermal management materials and components, with 98.37% of its revenue derived from this core business [1] Financial Performance - For the period from January to June 2025, Suzhou Tianmai reported a revenue of 508 million yuan, reflecting a year-on-year growth of 11.20% [1] - The net profit attributable to the parent company was 94.45 million yuan, showing a slight decrease of 2.14% compared to the previous period [1] Shareholder Information - As of June 30, 2025, Suzhou Tianmai had 10,200 shareholders, a decrease of 28.70% from the previous period, with an average of 2,561 circulating shares per shareholder, an increase of 66.00% [1] - The company has distributed a total of 64.78 million yuan in dividends since its A-share listing [2] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder, holding 573,000 shares, an increase of 270,600 shares from the previous period [2] - The Southern CSI 1000 ETF was a new entrant among the top ten circulating shareholders, holding 216,500 shares [2]

Core Insights - Suzhou Tianmai experienced a decline of 5.94% in stock price on October 13, with a trading volume of 284 million yuan [1] - The company reported a financing buy-in of 41.39 million yuan and a net financing outflow of 0.28 million yuan on the same day [1] Financing Overview - As of October 13, the total financing and securities balance for Suzhou Tianmai was 522 million yuan, with a financing balance of 521 million yuan, accounting for 16.64% of the circulating market value [1] - The company had a securities lending balance of 31.30 thousand yuan, with 2,600 shares available for lending [1] Company Profile - Suzhou Tianmai Thermal Technology Co., Ltd. was established on July 25, 2007, and is set to be listed on October 24, 2024 [1] - The company's main business involves the research, production, and sales of thermal management materials and components, with 98.37% of revenue coming from this segment [1] Financial Performance - For the first half of 2025, Suzhou Tianmai reported a revenue of 508 million yuan, reflecting a year-on-year growth of 11.20% [1] - The net profit attributable to shareholders was 94.45 million yuan, showing a slight decrease of 2.14% compared to the previous period [1] Shareholder Information - As of June 30, 2025, the number of shareholders for Suzhou Tianmai was 10,200, a decrease of 28.70% from the previous period [2] - The average circulating shares per person increased by 66.00% to 2,561 shares [2] Dividend Distribution - Suzhou Tianmai has distributed a total of 64.78 million yuan in dividends since its A-share listing [2] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder, increasing its holdings by 27.06 million shares [2] - The Southern CSI 1000 ETF entered the top ten circulating shareholders with a holding of 216,500 shares [2]

Core Viewpoint - Suzhou Tianmai experienced a decline of 3.58% in stock price on September 25, with a trading volume of 312 million yuan, indicating market volatility and investor sentiment towards the company [1]. Financing Summary - On September 25, Suzhou Tianmai had a financing buy-in amount of 59.9854 million yuan, with a net financing purchase of 24.9661 million yuan after repaying 35.0193 million yuan [1]. - The total financing and securities balance for Suzhou Tianmai reached 568 million yuan, accounting for 16.15% of its market capitalization [1]. - In terms of securities lending, the company had no shares repaid on September 25, with 100 shares sold, amounting to 13,500 yuan at the closing price, and a remaining securities lending balance of 36,480 yuan [1]. Business Performance - Suzhou Tianmai, established on July 25, 2007, specializes in the research, production, and sales of thermal management materials and components, with 98.37% of its revenue derived from this core business [1]. - For the first half of 2025, the company reported a revenue of 508 million yuan, reflecting a year-on-year growth of 11.20%, while the net profit attributable to shareholders decreased by 2.14% to 94.454 million yuan [1]. Shareholder Information - As of June 30, 2025, Suzhou Tianmai had 10,200 shareholders, a decrease of 28.70% from the previous period, with an average of 2,561 circulating shares per shareholder, an increase of 66.00% [1]. - The company has distributed a total of 64.7808 million yuan in dividends since its A-share listing [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 573,000 shares, an increase of 270,600 shares from the previous period, while Southern CSI 1000 ETF is a new entrant with 216,500 shares [2].

Company Overview - Suzhou Tianmai Thermal Technology Co., Ltd. was established on July 25, 2007, and is located at 68 Huikai Road, Luzhi Town, Wuzhong District, Suzhou [1] - The company specializes in the research, production, and sales of thermal management materials and components, with 98.37% of its revenue coming from thermal management materials and devices [1] Financial Performance - For the first half of 2025, Suzhou Tianmai achieved operating revenue of 508 million yuan, representing a year-on-year growth of 11.20% [1] - The net profit attributable to the parent company for the same period was 94.45 million yuan, showing a year-on-year decrease of 2.14% [1] Stock Market Activity - On September 2, Suzhou Tianmai's stock price fell by 8.49%, with a trading volume of 510 million yuan [1] - The financing buy-in amount on that day was 51.21 million yuan, while the financing repayment was 151 million yuan, resulting in a net financing buy-in of -99.69 million yuan [1] - As of September 2, the total balance of margin trading for Suzhou Tianmai was 591 million yuan, accounting for 17.00% of its market capitalization [1] Shareholder Information - As of June 30, 2025, the number of shareholders for Suzhou Tianmai was 10,200, a decrease of 28.70% from the previous period [2] - The average circulating shares per person increased by 66.00% to 2,561 shares [1][2] - Cumulative cash dividends distributed by Suzhou Tianmai after its A-share listing amounted to 64.78 million yuan [2] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder, holding 573,000 shares, an increase of 270,600 shares from the previous period [2] - The Southern CSI 1000 ETF (512100) entered the top ten circulating shareholders with a holding of 216,500 shares [2] - Several funds, including Invesco Great Wall Research Selected Stock A and E Fund Supply-side Reform Mixed Fund, exited the top ten circulating shareholders list [2]

Group 1 - Suzhou Tianmai experienced a decline of 5.3% on August 25, with a stock price of 159.00 CNY per share and a total market capitalization of 18.393 billion CNY [1] - The company specializes in the research, production, and sales of thermal management materials and components, with 98.37% of its revenue coming from this main business segment [1] - The company was established on July 25, 2007, and is located in Suzhou, Jiangsu Province, China [1] Group 2 - E Fund's Supply-side Reform Mixed Fund (002910) entered the top ten circulating shareholders of Suzhou Tianmai, holding 709,000 shares, which is 3.22% of the circulating shares [2] - The fund has a total scale of 4.056 billion CNY and has achieved a year-to-date return of 19.19%, ranking 3566 out of 8259 in its category [2] - The fund manager, Yang Zongchang, has been in position for 6 years and 127 days, with the best fund return during his tenure being 226.06% [3]