Group 1 - The core viewpoint of the news is that Shanhe Intelligent has experienced a significant stock price increase, rising 5.18% to 16.66 CNY per share, with a total market capitalization of 17.903 billion CNY and a trading volume of 3.119 billion CNY, indicating strong investor interest and confidence in the company [1] - Shanhe Intelligent has seen a cumulative increase of 12.1% over the past four days, reflecting positive market sentiment and potential growth prospects [1] - The company specializes in engineering machinery products, including pile machinery, small construction machinery, and rock drilling machinery, with a diverse revenue composition from various segments [1] Group 2 - Among the top shareholders, the Southern Fund's Southern CSI 1000 ETF (512100) increased its holdings by 1.3273 million shares in Q2, now holding 6.9503 million shares, which represents 0.65% of the circulating shares [2] - The Southern CSI 1000 ETF has generated a floating profit of approximately 5.6992 million CNY today and a total of 11.8849 million CNY during the four-day price increase [2] - The fund has shown strong performance with a year-to-date return of 26.2% and a one-year return of 67.63%, indicating its competitive position within its category [2]

Company Overview - Shanhe Intelligent Equipment Co., Ltd. is located in Changsha Economic and Technological Development Zone, Hunan Province, and was established on July 29, 1999. The company was listed on December 22, 2006. [1] - The main business involves three categories of construction machinery products with independent intellectual property rights: pile machinery, small engineering machinery, and rock drilling machinery. [1] Revenue Composition - The revenue composition of the company is as follows: excavators account for 38.28%, special equipment and other machinery 19.39%, underground engineering machinery 16.46%, aviation business 14.88%, parts and maintenance services 7.21%, and engineering construction and others 3.79%. [1] Stock Performance - On September 18, Shanhe Intelligent's stock rose by 5.04%, reaching a price of 15.00 yuan per share, with a trading volume of 1.235 billion yuan and a turnover rate of 7.82%. The total market capitalization is 16.119 billion yuan. [1] Major Shareholders - Among the top ten circulating shareholders of Shanhe Intelligent, a fund under Southern Fund holds a significant position. The Southern CSI 1000 ETF (512100) increased its holdings by 1.3273 million shares in the second quarter, bringing its total to 6.9503 million shares, which represents 0.65% of the circulating shares. [2] - The estimated floating profit from this investment is approximately 5.0042 million yuan. [2] Fund Performance - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, and has a current scale of 64.953 billion yuan. Year-to-date, it has achieved a return of 28.17%, ranking 1822 out of 4222 in its category. Over the past year, the return is 72.87%, ranking 1263 out of 3804. Since inception, the return is 13.43%. [2]

Core Viewpoint - The stock of Shanhe Intelligent has shown significant volatility, with a year-to-date increase of 93.05%, but a recent decline in the last 20 days by 25.22% [1][2]. Group 1: Stock Performance - As of September 12, Shanhe Intelligent's stock price reached 14.44 CNY per share, with a market capitalization of 15.517 billion CNY [1]. - The stock experienced a net inflow of 9.517 million CNY from main funds, with large orders accounting for 17.56% of total buying and 18.18% of total selling [1]. - The stock has appeared on the "龙虎榜" (a stock trading list) nine times this year, with the latest appearance on August 8, where it recorded a net buy of 330 million CNY [1]. Group 2: Company Overview - Shanhe Intelligent Equipment Co., Ltd. was established on July 29, 1999, and listed on December 22, 2006, specializing in pile machinery, small engineering machinery, and rock drilling machinery [2]. - The company's revenue composition includes excavators (38.28%), special equipment (19.39%), underground engineering machinery (16.46%), aviation business (14.88%), parts and maintenance services (7.21%), and engineering construction (3.79%) [2]. - As of August 20, the number of shareholders decreased by 11.97% to 215,700, with an average of 4,973 circulating shares per person, an increase of 13.60% [2]. Group 3: Financial Performance - For the first half of 2025, Shanhe Intelligent reported a revenue of 3.411 billion CNY, a year-on-year decrease of 6.32%, while net profit attributable to shareholders increased by 46.12% to 49.881 million CNY [2]. - The company has distributed a total of 631 million CNY in dividends since its A-share listing, with 75.223 million CNY distributed over the past three years [2]. Group 4: Institutional Holdings - As of June 30, 2025, the sixth-largest circulating shareholder is the Southern CSI 1000 ETF, holding 6.9503 million shares, an increase of 1.3273 million shares from the previous period [3]. - The Hong Kong Central Clearing Limited is the seventh-largest circulating shareholder, holding 6.7884 million shares, a decrease of 430.77 thousand shares from the previous period [3].