截至9月30日，运达股份股东户数3.34万，较上期减少13.08%；人均流通股20891股，较上期增加 15.09%。2025年1月-9月，运达股份实现营业收入184.86亿元，同比增长32.72%；归母净利润2.51亿元， 同比减少5.76%。 资料显示，运达能源科技集团股份有限公司位于浙江省杭州市西湖国际科技大厦A座18F，成立日期 2001年11月30日，上市日期2019年4月26日，公司主营业务涉及大型风力发电机组的研发、生产和销 售。主营业务收入构成为：风电机组87.54%，新能源EPC总承包6.36%，其他4.04%，发电收入2.06%。 运达股份所属申万行业为：电力设备-风电设备-风电整机。所属概念板块包括：DeepSeek概念、基金重 仓、融资融券、高送转、中盘等。 11月26日，运达股份盘中上涨2.05%，截至11:17，报17.42元/股，成交1.12亿元，换手率0.93%，总市值 137.07亿元。 资金流向方面，主力资金净流入321.79万元，特大单买入621.47万元，占比5.56%，卖出393.90万元，占 比3.53%；大单买入1533.77万元，占比13.73%，卖出1439. ...

Core Viewpoint - Yunda Co., Ltd. has shown a significant increase in stock price and trading activity, indicating positive market sentiment despite a slight decline in net profit year-on-year [1][2]. Financial Performance - For the period from January to September 2025, Yunda Co., Ltd. achieved a revenue of 18.486 billion yuan, representing a year-on-year growth of 32.72% [2]. - The net profit attributable to shareholders was 251 million yuan, which reflects a year-on-year decrease of 5.76% [2]. Stock Market Activity - On November 21, Yunda's stock price rose by 2.09%, reaching 17.08 yuan per share, with a trading volume of 228 million yuan and a turnover rate of 1.94% [1]. - The stock has increased by 29.59% year-to-date, with a slight increase of 0.47% over the last five trading days, but a decline of 8.12% over the last 20 days [1]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 13.08% to 33,400, while the average number of circulating shares per person increased by 15.09% to 20,891 shares [2]. - The company has distributed a total of 281 million yuan in dividends since its A-share listing, with 153 million yuan distributed over the past three years [3]. Major Shareholders - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 9.0248 million shares, a decrease of 1.7986 million shares from the previous period [3]. - Other notable shareholders include Huaxia Revival Mixed A and Bosera Hengle Bond A, with stable or new positions in the company [3].

【文/观察者网 阮佳琪】 美国国会下设的"美中经济与安全评估委员会"（USCC）自2000年成立以来，几乎每年11月都会向国会 提交年度报告，报告中不乏虚张声势的炒作内容，通篇充斥着对中国发展的戒备与敌视，素有中美关 系"麻烦制造者"之称。 尽管农业机械、新材料、航空、半导体等领域仍面临诸多挑战，但报告也认可，即便在这些没有完全达 成具体目标的领域，中国仍取得了显著的产业发展成果。 据香港《南华早报》18日报道，该"委员会"近期又发布了一份关于"中国制造2025"计划（MIC2025）的 成果评估报告。但此次他们不得不承认，通过对12个关键行业的考察，得出了一个让其始料未及的结 论：经过十年努力，"中国创新能力显著提升，向全球价值链上游迈进，已巩固全球制造业强国地位。" 2015— 2023 年，MIC2025相关产品出口全球市场份额稳步提升。报告截图 这份报告覆盖了半导体、高端数控机床、机器人、农业机械、新材料、航空、航天相关领域、海洋工程 装备、先进轨道交通装备、新能源汽车、电力装备和生物医药等领域。 为评估相关成效，报告聚焦三类核心指标：全球市场份额（或按市场份额排名的全球顶尖企业数量）、 本土化率（即 ...

Group 1 - The core point of the article highlights the recent decline in the stock price of Yunda Co., which fell by 5.01% to 17.45 CNY per share, with a trading volume of 240 million CNY and a turnover rate of 1.93%, resulting in a total market capitalization of 13.73 billion CNY [1] - Yunda Energy Technology Group Co., Ltd. is based in Hangzhou, Zhejiang Province, and was established on November 30, 2001. The company went public on April 26, 2019, and its main business involves the research, development, production, and sales of large wind turbine generators [1] - The revenue composition of Yunda Co. is as follows: wind turbine generators account for 87.54%, new energy EPC contracting for 6.36%, other revenues for 4.04%, and power generation income for 2.06% [1] Group 2 - From the perspective of fund holdings, a fund under Guodu Securities has a significant position in Yunda Co. The Guodu Jucheng fund (011389) held 20,000 shares in the third quarter, representing 3.25% of the fund's net value, making it the eighth largest holding [2] - The Guodu Jucheng fund was established on March 25, 2021, with a latest scale of 11.67 million CNY. Year-to-date returns are 12.25%, ranking 5564 out of 8219 in its category, while the one-year return is 9.88%, ranking 5320 out of 8125. Since inception, the fund has experienced a loss of 44.49% [2] Group 3 - The fund managers of Guodu Jucheng are Liao Xiaodong, Zhang Xiaolei, and Gong Yongjin. Liao has a tenure of 5 years and 181 days, with a total fund asset size of 22.45 million CNY, achieving a best return of -24.14% and a worst return of -65.96% during his tenure [3] - Zhang has a tenure of 6 years and 331 days, managing assets of 22.45 million CNY, with a best return of 80.09% and a worst return of -24.36% [3] - Gong has a tenure of 1 year and 222 days, with assets of 11.67 million CNY, achieving a best and worst return of 11.76% during his tenure [3]

Core Points - Yunda Energy Technology Group Co., Ltd. experienced a stock decline of 5.05%, trading at 18.05 CNY per share with a total market capitalization of 14.203 billion CNY as of November 4 [1] - The company specializes in the research, production, and sales of large wind turbine generators, with its main revenue sources being wind turbine units (87.54%), new energy EPC contracting (6.36%), and other services (4.04%) [1] Fund Holdings - Guodu Securities has a fund that heavily invests in Yunda shares, with Guodu Jucheng (011389) holding 20,000 shares, representing 3.25% of the fund's net value, making it the eighth largest holding [2] - The fund has reported a floating loss of approximately 19,200 CNY as of the latest data [2] Fund Manager Performance - The fund managers of Guodu Jucheng include Liao Xiaodong, Zhang Xiaolei, and Gong Yongjin, with varying tenures and performance records [3] - Liao Xiaodong has a tenure of 5 years and 175 days, with the best fund return of -24.14% and the worst at -65.41% [3] - Zhang Xiaolei has a tenure of 6 years and 325 days, achieving a best return of 80.09% and a worst return of -23.54% [3] - Gong Yongjin has a shorter tenure of 1 year and 216 days, with a consistent return of 9.93% [3]

Core Viewpoint - Yunda Co., Ltd. has experienced a decline in stock price recently, with a year-to-date increase of 41.05% and a notable drop in net profit despite revenue growth [1][2]. Financial Performance - For the period from January to September 2025, Yunda Co., Ltd. achieved a revenue of 18.486 billion yuan, representing a year-on-year growth of 32.72% [2]. - The net profit attributable to shareholders was 251 million yuan, showing a decrease of 5.76% compared to the previous year [2]. Stock Market Activity - As of October 31, the stock price of Yunda Co., Ltd. was 18.59 yuan per share, with a market capitalization of 14.627 billion yuan [1]. - The stock has seen a trading volume of 270 million yuan and a turnover rate of 2.04% on the same day [1]. - The main funds experienced a net outflow of 39.85 million yuan, with significant selling pressure observed [1]. Shareholder Information - As of September 30, the number of shareholders decreased by 13.08% to 33,400, while the average circulating shares per person increased by 15.09% to 20,891 shares [2]. - The company has distributed a total of 281 million yuan in dividends since its A-share listing, with 153 million yuan in the last three years [3]. Business Overview - Yunda Co., Ltd. specializes in the research, production, and sales of large wind turbine generators, with wind power generation accounting for 87.54% of its main business revenue [1]. - The company is categorized under the power equipment industry, specifically in wind power equipment [1].

Core Viewpoint - Yunda Co., Ltd. has seen a stock price increase of 5.03%, reaching 18.36 CNY per share, with a total market capitalization of 14.447 billion CNY as of October 22 [1] Company Overview - Yunda Energy Technology Group Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on November 30, 2001, with its listing date on April 26, 2019 [1] - The company's main business involves the research, production, and sales of large wind turbine generators, with revenue composition as follows: wind turbine generators 87.54%, new energy EPC contracting 6.36%, others 4.04%, and power generation income 2.06% [1] Shareholder Information - Among the top ten circulating shareholders, one fund from Huaxia Fund holds shares in Yunda Co., Ltd. Huaxia Fuxing Mixed A (000031) held 5.4947 million shares in the second quarter, unchanged from the previous period, accounting for 0.79% of circulating shares [2] - The estimated floating profit for Huaxia Fuxing Mixed A today is approximately 4.8353 million CNY [2] - The fund was established on September 10, 2007, with a current scale of 1.529 billion CNY, yielding 36.67% year-to-date and ranking 1957 out of 8160 in its category [2] Fund Manager Performance - The fund manager of Huaxia Fuxing Mixed A is Zheng Yu, who has a tenure of 19 years and 78 days, with a total fund size of 1.556 billion CNY [3] - Zheng Yu's best fund return during his tenure is 257.96%, while the worst return is -41.47% [3] - The co-manager is Huang Hao, with a tenure of 5 years and 73 days, managing a fund size of 1.556 billion CNY [3] - Huang Hao's best return is 38.65%, and the worst return is -10.85% during his tenure [3] Fund Holdings - Huaxia Fund also has a significant holding in Yunda Co., Ltd. through Huaxia Clean Energy Leader Mixed Initiated A (018918), which held 160,100 shares in the second quarter, representing 3.66% of the fund's net value [4] - The estimated floating profit for Huaxia Clean Energy Leader Mixed Initiated A today is approximately 140,900 CNY [4] - This fund was established on August 22, 2023, with a current scale of 39.8806 million CNY, yielding 20.75% year-to-date and ranking 4167 out of 8160 in its category [4] Fund Manager of Huaxia Clean Energy Leader - The fund manager for Huaxia Clean Energy Leader Mixed Initiated A is Yang Yu, who has a tenure of 4 years and 39 days, managing a total fund size of 8.516 billion CNY [5] - Yang Yu's best return during his tenure is 42.76%, while the worst return is -0.77% [5]

Group 1 - The core point of the news is that Yunda Co., Ltd. experienced a decline of 5.13% in its stock price, reaching 19.03 yuan per share, with a trading volume of 427 million yuan and a turnover rate of 3.16%, resulting in a total market capitalization of 14.974 billion yuan [1] - Yunda Energy Technology Group Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on November 30, 2001, with its listing date on April 26, 2019. The company's main business involves the research, development, production, and sales of large wind turbine generators [1] - The revenue composition of Yunda Co. includes 87.54% from wind turbine generators, 6.36% from new energy EPC contracting, 4.04% from other sources, and 2.06% from power generation income [1] Group 2 - From the perspective of major fund holdings, data shows that one fund under Shenwan Hongyuan holds Yunda Co. as a top ten position. The Shenwan Hongyuan CSI 1000 Index Enhanced A Fund (017067) held 87,300 shares in the second quarter, accounting for 0.8% of the fund's net value, ranking as the tenth largest holding [2] - The Shenwan Hongyuan CSI 1000 Index Enhanced A Fund was established on February 14, 2023, with a latest scale of 87.4876 million yuan. Year-to-date, it has achieved a return of 30.61%, ranking 1643 out of 4218 in its category; over the past year, it has returned 44.56%, ranking 1078 out of 3864; and since inception, it has returned 26.61% [2] - The fund managers of Shenwan Hongyuan CSI 1000 Index Enhanced A are Liu Dun and Xia Xiangquan, with Liu having a tenure of 8 years and 9 days, managing a total asset scale of 3.457 billion yuan, and Xia having a tenure of 4 years and 362 days, managing a total asset scale of 922 million yuan [2]

Core Insights - Yunda Co., Ltd. experienced a stock price increase of 5.07% on September 17, reaching 19.08 CNY per share, with a trading volume of 465 million CNY and a turnover rate of 3.64%, resulting in a total market capitalization of 15.013 billion CNY [1] Company Overview - Yunda Energy Technology Group Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on November 30, 2001, with its listing date on April 26, 2019 [1] - The company's main business involves the research, development, production, and sales of large wind turbine generators [1] - Revenue composition includes: wind turbine generators (87.54%), new energy EPC contracting (6.36%), other revenues (4.04%), and power generation income (2.06%) [1] Fund Holdings - According to data, one fund under Shenwan Hongyuan Asset Management holds a significant position in Yunda Co., Ltd. The Shenwan Hongyuan CSI 1000 Index Enhanced A Fund (017067) held 87,300 shares in the second quarter, accounting for 0.8% of the fund's net value, ranking as the tenth largest holding [2] - The fund was established on February 14, 2023, with a latest scale of 87.4876 million CNY, and has achieved a year-to-date return of 27.27%, ranking 1790 out of 4222 in its category [2] - Over the past year, the fund has returned 72.95%, ranking 1213 out of 3804, and since inception, it has achieved a return of 23.38% [2] Fund Manager Performance - The fund manager Liu Dun has a tenure of 7 years and 345 days, managing assets totaling 3.457 billion CNY, with the best fund return during his tenure being 65.03% and the worst being -70.72% [2] - Co-manager Xia Xiangquan has a tenure of 4 years and 333 days, managing assets of 922 million CNY, with the best return of 23.38% and the worst return of -26.61% during his tenure [2]

Group 1 - The core viewpoint of the news is that Yunda Co., Ltd. has shown significant stock performance and financial growth, particularly in the wind power sector [1][2] - As of September 4, Yunda's stock price increased by 2.04% to 16.49 CNY per share, with a total market capitalization of 12.975 billion CNY [1] - The company has experienced a year-to-date stock price increase of 25.11%, with notable gains over various time frames: 1.92% in the last 5 days, 27.93% in the last 20 days, and 53.82% in the last 60 days [1] Group 2 - For the first half of 2025, Yunda reported a revenue of 10.894 billion CNY, reflecting a year-on-year growth of 26.27%, while the net profit attributable to shareholders decreased by 2.62% to 144 million CNY [2] - The company has distributed a total of 281 million CNY in dividends since its A-share listing, with 153 million CNY distributed over the past three years [3] - As of June 30, 2025, the number of shareholders increased by 12.53% to 38,400, while the average number of circulating shares per person decreased by 10.80% to 18,153 shares [2][3]