从友邦吊顶十大流通股东角度 数据显示，诺安基金旗下1只基金位居友邦吊顶十大流通股东。诺安多策略混合A（320016）二季度新 进十大流通股东，持有股数62.71万股，占流通股的比例为1.11%。根据测算，今日浮亏损失约86.54万 元。 诺安多策略混合A（320016）成立日期2011年8月9日，最新规模13.99亿。今年以来收益58.86%，同类 排名694/8173；近一年收益110.58%，同类排名367/8003；成立以来收益206.6%。 9月25日，友邦吊顶跌5.12%，截至发稿，报25.55元/股，成交8195.79万元，换手率5.55%，总市值33.58 亿元。 资料显示，浙江友邦集成吊顶股份有限公司位于浙江省嘉兴市海盐县百步镇百步大道388号，成立日期 2007年12月23日，上市日期2014年1月28日，公司主营业务涉及建筑材料、日用木制品、家用电器、水 暖管道零件及其他建筑用金属制品的品制造、生产和销售。主营业务收入构成为：基础模块47.23%， 功能模块34.75%，墙柜模块9.04%，辅助模块6.25%，其他(补充)2.73%。 诺安多策略混合A（320016）基金经理为孔宪政、王海 ...

Company Overview - Aoyuan Ceiling, established on December 23, 2007, is located in Haiyan County, Zhejiang Province, China. The company was listed on January 28, 2014. Its main business involves the manufacturing, production, and sales of building materials, daily wooden products, household appliances, plumbing parts, and other metal products used in construction [1]. Business Composition - The revenue composition of Aoyuan Ceiling is as follows: Basic modules account for 47.23%, Functional modules for 34.75%, Wall cabinet modules for 9.04%, Auxiliary modules for 6.25%, and Other (supplementary) products for 2.73% [1]. Stock Performance - On September 23, Aoyuan Ceiling's stock fell by 5.12%, trading at 25.40 CNY per share, with a transaction volume of 119 million CNY and a turnover rate of 7.99%. The total market capitalization is 3.339 billion CNY [1]. Major Shareholders - Among the top ten circulating shareholders of Aoyuan Ceiling, one fund from Nuoan Fund ranks as a significant holder. The Nuoan Multi-Strategy Mixed A Fund (320016) entered the top ten in the second quarter, holding 627,100 shares, which represents 1.11% of the circulating shares. The estimated floating loss today is approximately 859,100 CNY [2]. Fund Performance - The Nuoan Multi-Strategy Mixed A Fund (320016) was established on August 9, 2011, with a latest scale of 1.399 billion CNY. Year-to-date, it has achieved a return of 57.56%, ranking 694 out of 8172 in its category. Over the past year, the return is 115.52%, ranking 360 out of 7995. Since inception, the fund has returned 204.1% [2]. Fund Management - The fund managers of Nuoan Multi-Strategy Mixed A are Kong Xianzheng and Wang Haichang. As of the report, Kong has been in position for 4 years and 302 days, managing a total fund size of 4.607 billion CNY, with the best return during his tenure being 72.6% and the worst being -16.74%. Wang has been in position for 3 years and 64 days, managing 2.529 billion CNY, with the best return of 60.45% and the worst of -18.8% [3].

诺安多策略混合A（320016）基金经理为孔宪政、王海畅。 数据显示，诺安基金旗下1只基金位居友邦吊顶十大流通股东。诺安多策略混合A（320016）二季度新 进十大流通股东，持有股数62.71万股，占流通股的比例为1.11%。根据测算，今日浮盈赚取约62.08万 元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 诺安多策略混合A（320016）成立日期2011年8月9日，最新规模13.99亿。今年以来收益61.81%，同类 排名429/8174；近一年收益121.96%，同类排名230/7981；成立以来收益212.3%。 9月12日，友邦吊顶涨5.14%，截至发稿，报20.25元/股，成交3931.48万元，换手率3.57%，总市值26.62 亿元。 截至发稿，孔宪政累计任职时间4年291天，现任基金资产总规模46.07亿元，任职期间最佳基金回报 76.44%， 任职期间最差基金回报-16.74%。 资料显示，浙江友邦集成吊顶股份有限公司位于浙江省嘉兴市海盐县百步镇 ...

Investment Rating - The report maintains a "Buy" rating for the company [6][15]. Core Views - The company is entering an AI-driven innovation cycle in consumer electronics, with significant growth in automotive communication business [2][3]. - The company achieved a revenue of 124.5 billion yuan in H1 2025, representing a year-on-year increase of 20.18%, and a net profit of 6.644 billion yuan, up 23.13% year-on-year [1]. - The company is expanding its product lines and customer base in the automotive sector, focusing on key areas such as intelligent cockpit and driving assistance systems, which is expected to drive significant growth [3]. Summary by Sections Financial Performance - In Q2 2025, the company reported revenue of 62.715 billion yuan, a year-on-year increase of 22.51%, and a net profit of 3.601 billion yuan, up 23.09% year-on-year [1]. - The company forecasts a net profit of 4.246 to 4.699 billion yuan for Q3 2025, indicating a year-on-year growth of 15.41% to 27.74% [1]. Business Segments - The consumer electronics segment generated revenue of 97.799 billion yuan in H1 2025, reflecting a year-on-year growth of 14.32% [2]. - The communication interconnect products and precision components business achieved revenue of 11.098 billion yuan in H1 2025, a significant increase of 48.65% year-on-year [2]. - The automotive interconnect products and precision components business saw revenue of 8.658 billion yuan in H1 2025, marking an impressive year-on-year growth of 82.07% [3]. Profitability and Valuation - The report adjusts the net profit forecasts for 2025 and 2026 to 16.675 billion yuan and 20.434 billion yuan, respectively, with a new forecast for 2027 at 25.118 billion yuan [3]. - The current market valuation corresponds to a price-to-earnings (P/E) ratio of 19X for 2025, 15X for 2026, and 12X for 2027 [3].

Company Overview - YB Ceiling has seen a stock price increase of 59.44% year-to-date, with a 10.29% rise in the last 5 trading days, 15.38% in the last 20 days, and 30.61% in the last 60 days [2] - The company is located in Haining, Zhejiang Province, and was established on December 23, 2007, with its stock listed on January 28, 2014 [2] - YB Ceiling's main business includes manufacturing and selling building materials, daily wooden products, home appliances, and other related products [2] Financial Performance - As of March 31, YB Ceiling reported a revenue of 113 million yuan for Q1 2025, a year-on-year decrease of 12.85%, while the net profit attributable to shareholders was 2.17 million yuan, an increase of 36.71% [3] - The company has distributed a total of 317 million yuan in dividends since its A-share listing, with 88.98 million yuan distributed over the last three years [4] Shareholder Information - As of March 31, 2025, the number of shareholders increased by 9.76% to 7,931, while the average circulating shares per person decreased by 8.89% to 8,221 shares [3] - Notable new institutional shareholders include Huaxia CSI 500 Index Enhanced A and Huaxia CSI 500 Index Smart Enhanced A, holding 908,100 shares and 374,500 shares respectively [4] Market Activity - On August 22, YB Ceiling's stock rose by 2.20% to 19.50 yuan per share, with a trading volume of 28.09 million yuan and a turnover rate of 2.27% [1] - The net outflow of main funds was 3.21 million yuan, with large orders accounting for 3.59% of total purchases and 15.02% of total sales [1]