资料显示，贵州泰永长征技术股份有限公司位于贵州省遵义市汇川区外高桥工业园区武汉路中段，成立 日期2008年11月7日，上市日期2018年2月23日，公司主营业务涉及低压断路器、双电源自动转换开关、 变压器、工控自动化产品等中低压电器元器件及其系统集成成套设备的研发、生产、销售与服务。主营 业务收入构成为：配电电器55.11%，电源电器24.36%，配网设备20.23%，其他(补充)0.29%。 10月10日，泰永长征盘中上涨2.06%，截至10:36，报15.36元/股，成交3537.56万元，换手率1.06%，总 市值34.28亿元。 资金流向方面，主力资金净流入84.08万元，大单买入316.56万元，占比8.95%，卖出232.48万元，占比 6.57%。 泰永长征今年以来股价涨4.21%，近5个交易日涨4.56%，近20日涨3.99%，近60日跌2.48%。 今年以来泰永长征已经3次登上龙虎榜，最近一次登上龙虎榜为3月21日，当日龙虎榜净买入341.52万 元；买入总计7067.74万元 ，占总成交额比9.25%；卖出总计6726.22万元 ，占总成交额比8.80%。 泰永长征所属申万行业为：电力设备 ...

Core Viewpoint - Beijing Keri (002350.SZ) plans a significant share buyback, signaling confidence in future growth and commitment to sharing success with core teams and employees [1][2] Buyback Plan - The company announced a share buyback plan with a total fund range of 50 million to 100 million yuan, with a maximum buyback price of 9.90 yuan per share [1][2] - If the upper limit of 100 million yuan is reached, approximately 10.1 million shares can be repurchased, accounting for 1.86% of the total share capital; if the lower limit of 50 million yuan is used, about 505,000 shares can be repurchased, accounting for 0.93% [2] - The buyback will be funded by the company's own funds and bank loans [2] Financial Health - As of June 30, 2025, the company reported total assets of 2.881 billion yuan and net assets of 1.638 billion yuan, with a healthy debt-to-asset ratio of 41.45% [2] - The planned buyback amounting to 100 million yuan represents 3.47% of total assets, indicating it will not significantly impact the company's operations, profitability, or R&D [2] Purpose of Buyback - The buyback shares will be used for future equity incentive plans or employee stock ownership plans, aligning the interests of core teams and key employees with the company's long-term development [3] - The buyback serves as a value signal to the market, enhancing investor confidence and stabilizing the stock price [3] Performance Overview - Beijing Keri has shown a recovery in performance, with revenue and net profit increasing significantly in the first half of 2025 [4][5] - The company achieved revenue of 938 million yuan in the first half of 2025, a year-on-year increase of 23.10%, and a net profit of 16.99 million yuan, a substantial increase of 243.46% [5] - The company maintains a gross margin of 21.59%, reflecting strong product competitiveness [5] R&D Investment - The company has consistently adhered to a technology-driven development strategy, with cumulative R&D investment reaching 331 million yuan from 2022 to the first half of 2025 [5] - As of mid-2025, Beijing Keri and its subsidiaries have obtained 144 valid patent authorizations, including 48 invention patents and 92 utility model patents [5]

9月29日，新宏泰盘中下跌2.12%，截至09:37，报27.65元/股，成交1294.19万元，换手率0.31%，总市值 40.97亿元。 资金流向方面，主力资金净流出37.60万元，大单买入106.85万元，占比8.26%，卖出144.46万元，占比 11.16%。 新宏泰今年以来股价跌24.92%，近5个交易日跌6.21%，近20日涨3.33%，近60日跌5.11%。 今年以来新宏泰已经3次登上龙虎榜，最近一次登上龙虎榜为1月7日，当日龙虎榜净买入-76.99万元； 买入总计1913.05万元 ，占总成交额比9.59%；卖出总计1990.04万元 ，占总成交额比9.97%。 资料显示，无锡新宏泰电器科技股份有限公司位于江苏省无锡市惠山区堰新路18号，成立日期2008年11 月3日，上市日期2016年7月1日，公司主营业务涉及断路器关键部件、低压断路器、BMC模塑绝缘制品 及刀熔开关的研发、生产与销售。 新宏泰所属申万行业为：电力设备-电网设备-配电设备。所属概念板块包括：特高压、电力物联网、铁 路基建、新基建、小盘等。 截至6月30日，新宏泰股东户数1.13万，较上期减少1.14%；人均流通股13161 ...

资料显示，浙江正泰电器股份有限公司位于浙江省乐清市北白象镇正泰工业园区正泰路1号，成立日期 1997年8月5日，上市日期2010年1月21日，公司主营业务涉及配电电器、终端电器、控制电器、电源电 器等低压电器及电子电器、仪器仪表、建筑电器和自动化控制系统等产品的研发、生产和销售;太阳能 电池、组件的生产及销售、EPC工程总包,电站开发、建设、运营以及运维等。主营业务收入构成为： 光伏电站工程承包32.76%，电站运营18.79%，终端电器13.01%，配电电器11.23%，控制电器6.85%，仪 器仪表3.60%，逆变器及储能3.10%，建筑电器3.01%，金属制品业2.18%，其他2.18%，其他(补 充)1.40%，电源电器1.07%，电子电器0.43%，控制系统0.38%。 正泰电器所属申万行业为：电力设备-电网设备-配电设备。所属概念板块包括：高派息、光伏玻璃、 MSCI中国、锂电池、石墨烯等。 截至6月30日，正泰电器股东户数8.84万，较上期减少9.07%；人均流通股24312股，较上期增加9.97%。 2025年1月-6月，正泰电器实现营业收入296.19亿元，同比增长2.18%；归母净利润25 ...

Company Overview - Wenzhou Hongfeng Electric Alloy Co., Ltd. is located in Wenzhou, Zhejiang Province, and was established on September 11, 1997, with its listing date on January 10, 2012 [2] - The company's main business involves the research, production, and sales of electrical contact functional composite materials, components, and hard alloy products [2] - The revenue composition includes: integrated electrical contact components (33.50%), particle and fiber reinforced electrical contact functional composite materials and components (24.84%), layered composite electrical contact functional composite materials and components (16.14%), others (10.51%), hard alloys (10.11%), and lithium battery copper foil (4.91%) [2] Financial Performance - For the first half of 2025, Wenzhou Hongfeng achieved operating revenue of 1.687 billion yuan, a year-on-year increase of 28.53%, while the net profit attributable to the parent company was -3.813 million yuan, a year-on-year decrease of 45.01% [2] - The company has cumulatively distributed 150 million yuan in dividends since its A-share listing, with a total of 19.6705 million yuan distributed over the past three years [3] Stock Performance - As of September 24, Wenzhou Hongfeng's stock price increased by 2.13% to 7.18 yuan per share, with a total market capitalization of 3.568 billion yuan [1] - Year-to-date, the stock price has risen by 30.78%, but it has decreased by 6.39% over the last five trading days [1] - The stock has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 85.5068 million yuan on July 18 [1] Shareholder Information - As of June 30, the number of shareholders for Wenzhou Hongfeng was 21,800, an increase of 14.26% from the previous period, with an average of 14,087 circulating shares per person, a decrease of 12.48% [2]

今年以来洛凯股份已经4次登上龙虎榜，最近一次登上龙虎榜为9月16日。 资料显示，江苏洛凯机电股份有限公司位于江苏省常州市武进区洛阳镇永安里路101号，成立日期2010 年9月30日，上市日期2017年10月17日，公司主营业务涉及高、低压断路器关键部附件、智能环网柜及 其关键部附件的研发、生产和销售。主营业务收入构成为：断路器操作机构21.64%，成套柜部附件 19.94%，成套柜类产品18.88%，抽(框)架15.77%，其他产品12.29%，断路器9.44%，其他(补充)2.04%。 9月24日，洛凯股份盘中下跌2.01%，截至13:18，报21.90元/股，成交4330.09万元，换手率1.23%，总市 值35.04亿元。 资金流向方面，主力资金净流出357.37万元，特大单买入0.00元，占比0.00%，卖出259.18万元，占比 5.99%；大单买入480.58万元，占比11.10%，卖出578.77万元，占比13.37%。 洛凯股份今年以来股价涨63.98%，近5个交易日跌5.77%，近20日涨16.00%，近60日涨27.73%。 洛凯股份所属申万行业为：电力设备-电网设备-配电设备。所属概念板 ...

Company Overview - Luokai Co., Ltd. is located in Changzhou, Jiangsu Province, and was established on September 30, 2010. The company was listed on October 17, 2017. Its main business involves the research, production, and sales of key components for high and low voltage circuit breakers, smart ring network cabinets, and their key components [1]. Financial Performance - As of June 30, 2025, Luokai Co., Ltd. achieved a revenue of 1.091 billion yuan, representing a year-on-year growth of 5.82%. However, the net profit attributable to shareholders decreased by 3.41% to 57.1465 million yuan [2]. - The company has cumulatively distributed 134 million yuan in dividends since its A-share listing, with 52.01 million yuan distributed over the past three years [3]. Stock Performance - As of September 23, Luokai's stock price was 22.46 yuan per share, with a market capitalization of 3.594 billion yuan. The stock has increased by 68.18% year-to-date but has seen a decline of 9.91% over the last five trading days [1]. - The company has appeared on the "Dragon and Tiger List" four times this year, with the most recent appearance on September 16 [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 20.94% to 12,600, while the average circulating shares per person decreased by 17.31% to 12,739 shares [2]. - Among the top ten circulating shareholders, the "Zhaoshang Quantitative Selected Stock Initiation A" fund is the seventh largest shareholder, holding 683,800 shares as a new shareholder [3]. Business Segmentation - The revenue composition of Luokai Co., Ltd. includes: 21.64% from circuit breaker operating mechanisms, 19.94% from complete cabinet components, 18.88% from complete cabinet products, 15.77% from frames, 12.29% from other products, 9.44% from circuit breakers, and 2.04% from other supplementary products [1]. Industry Context - Luokai Co., Ltd. operates within the power equipment sector, specifically in the sub-sector of power distribution equipment. The company is associated with concepts such as energy storage, power IoT, new energy, solar energy, and wind energy [1].

Company Overview - SamSung Medical is located in Ningbo, Zhejiang Province, established on February 1, 2007, and listed on June 15, 2011. The company specializes in the research, production, and sales of electric energy metering and information collection products, as well as distribution equipment and medical services [1]. Financial Performance - For the first half of 2025, SamSung Medical achieved operating revenue of 7.972 billion yuan, representing a year-on-year growth of 13.93%. The net profit attributable to the parent company was 1.230 billion yuan, an increase of 6.93% year-on-year [2]. - Since its A-share listing, the company has distributed a total of 5.728 billion yuan in dividends, with 2.650 billion yuan distributed over the past three years [3]. Stock Performance - As of September 22, SamSung Medical's stock price was 22.49 yuan per share, with a market capitalization of 31.603 billion yuan. The stock has declined by 24.72% year-to-date and has seen a slight decrease of 0.79% over the past five trading days [1]. - The company has a total of 29,000 shareholders as of June 30, with an average of 48,732 circulating shares per shareholder, a decrease of 43.15% from the previous period [2]. Shareholder Composition - As of June 30, 2025, Hong Kong Central Clearing Limited is the fourth-largest circulating shareholder, holding 47.9803 million shares, an increase of 3.9134 million shares from the previous period [3]. Business Segmentation - The main business revenue composition of SamSung Medical includes 79.70% from the electric power sector, 19.15% from medical services, and 1.15% from other businesses. The company is categorized under the electric equipment industry, specifically in power grid equipment and distribution equipment [1].

Core Viewpoint - Daya Intelligent has shown a significant increase in stock price this year, with a rise of 38.69% year-to-date, indicating positive market sentiment towards the company [2]. Group 1: Stock Performance - As of September 19, Daya Intelligent's stock price reached 8.03 CNY per share, with a trading volume of 69.89 million CNY and a market capitalization of 2.545 billion CNY [1]. - The stock has experienced a 2.55% increase over the last five trading days and a 22.97% increase over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, Daya Intelligent reported a revenue of 142 million CNY, a year-on-year decrease of 39.55%, and a net profit attributable to shareholders of -43.22 million CNY, reflecting a significant decline of 540.52% [3]. - The company has not distributed any dividends in the last three years, with a total payout of 40.55 million CNY since its A-share listing [4]. Group 3: Shareholder and Market Activity - As of June 30, 2025, the number of shareholders decreased by 3.40% to 15,500, while the average number of circulating shares per person increased by 3.51% to 14,489 shares [3]. - Daya Intelligent has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on July 3, where it recorded a net buy of -68.23 million CNY [2].

Company Overview - Samsung Medical is located in Ningbo, Zhejiang Province, established on February 1, 2007, and listed on June 15, 2011. The company specializes in the research, production, and sales of electric energy metering and information collection products, as well as distribution equipment and medical services [1]. Financial Performance - For the first half of 2025, Samsung Medical achieved operating revenue of 7.972 billion yuan, representing a year-on-year growth of 13.93%. The net profit attributable to the parent company was 1.230 billion yuan, an increase of 6.93% year-on-year [2]. - Cumulative cash dividends since the A-share listing amount to 5.728 billion yuan, with 2.650 billion yuan distributed over the past three years [3]. Stock Performance - As of September 18, Samsung Medical's stock price decreased by 2.02%, trading at 22.75 yuan per share, with a total market capitalization of 31.969 billion yuan. The stock has declined by 23.85% year-to-date [1]. - The stock's trading volume showed a net inflow of 4.8744 million yuan from main funds, with significant buying and selling activities recorded [1]. Shareholder Information - As of June 30, the number of shareholders increased to 29,000, up by 76.91%, while the average circulating shares per person decreased by 43.15% to 48,732 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 47.9803 million shares, an increase of 3.9134 million shares from the previous period [3]. Business Segmentation - The company's main business revenue composition includes 79.70% from the electric power sector, 19.15% from medical services, and 1.15% from other businesses, with no revenue from financing leasing and consulting services [1]. - Samsung Medical is categorized under the electric equipment industry, specifically in the distribution equipment sector, and is associated with concepts such as private hospitals, mid-cap stocks, electric IoT, industrial internet, and energy storage [1].