1月8日，中捷资源涨5.2%，截至发稿，报2.83元/股，成交6249.46万元，换手率1.89%，总市值33.83亿 元。中捷资源股价已经连续3天上涨，区间累计涨幅8.91%。 汇泉启元未来混合发起式A（014827）基金经理为沈鑫。 截至发稿，沈鑫累计任职时间1年296天，现任基金资产总规模9.76亿元，任职期间最佳基金回报 51.47%， 任职期间最差基金回报-1.11%。 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。 责任编辑：小浪快报 资料显示，中捷资源投资股份有限公司位于浙江省台州市玉环市大麦屿街道兴港东路198号，成立日期 1994年8月31日，上市日期2004年7月15日，公司主营业务涉及工业缝纫机的研发、生产和销售。主营业 务收入构成为：机头销售89.01%，其他销售5.57%，台板电机销售4.86%，其他(补充)0.55%。 从基金十大重仓股角度 数据显示，汇泉基金旗下1只基金重仓中捷资源。汇泉启元未来混合发起式A（014827）三季度持有股 数2. ...

Group 1 - The core viewpoint of the news is that Zhongjie Resources has experienced fluctuations in its stock price and financial performance, with a recent increase in stock price but a decline in revenue and profit [1][2]. Group 2 - As of January 7, Zhongjie Resources' stock price rose by 2.28% to 2.69 CNY per share, with a trading volume of 29 million CNY and a market capitalization of 3.216 billion CNY [1]. - The company has seen a year-to-date stock price increase of 8.91%, with a 5-day increase of 8.91%, a 20-day increase of 0.75%, and a 60-day decrease of 11.80% [2]. - Zhongjie Resources is primarily engaged in the research, production, and sales of industrial sewing machines, with main business revenue composition being 89.01% from machine head sales, 5.57% from other sales, and 4.86% from table motor sales [2]. - The company reported a total revenue of 598 million CNY for the first nine months of 2025, a year-on-year decrease of 12.14%, and a net profit attributable to shareholders of 1.2196 million CNY, down 93.58% year-on-year [2]. - The number of shareholders increased by 44.62% to 51,300, while the average circulating shares per person decreased by 30.86% to 23,314 shares [2]. Group 3 - Zhongjie Resources has distributed a total of 132 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3].

点击注册小程序 查看完整报告 特别申明： 消费品： 产品特性：消费品中电动工具、手动工具、割草机以欧美高端消费为主。 2025年1-11月，电动工具、手工工具、草坪割草机出口金额累计同比增速分别为-1%、-6%、34%，其中 2025年11月出口同比增速分别为-9%、-6%、13%，增速环比变动+8pct、+10pct、+29pct，11月份消费品 出口同比增速边际回升明显，主要因同比高基数效应消退（24年11月电动工具、手动工具、草坪割草机出 口金额同比增速环比10月份分别下降11、9、37pct）及海外冬季季节性补库需求旺盛。同时，近年来受全 球关税扰动等影响，国内企业加速在东南亚等地新增产能以满足北美等市场订单，因此国内海关统计的部 分机械出口金额同比压力有所增大。 2025年1-11月，我国出口至北美地区的电动工具、手动工具、草坪割草机累计金额分别同 比-21%、-10%、-14%，其中电动工具、手动工具、草坪割草机年内累计同比分别连续下跌7、10、7个 月，电动工具、草坪割草机累计同比跌幅连续7个月扩大，手动工具年内累计同比延续小幅下降。2025年 11月，我国出口至北美地区的电动工具、手动工具、草 ...

截至9月30日，上工申贝股东户数10.86万，较上期减少3.93%；人均流通股5402股，较上期增加4.42%。 2025年1月-9月，上工申贝实现营业收入33.20亿元，同比减少1.91%；归母净利润750.69万元，同比增长 119.37%。 上工申贝今年以来股价跌5.96%，近5个交易日涨3.86%，近20日涨8.73%，近60日涨1.55%。 今年以来上工申贝已经3次登上龙虎榜，最近一次登上龙虎榜为10月14日，当日龙虎榜净买入1.63亿 元；买入总计2.30亿元 ，占总成交额比16.86%；卖出总计6635.27万元 ，占总成交额比4.87%。 资料显示，上工申贝(集团)股份有限公司位于上海市宝山区市台路263号申丝大厦，成立日期1994年4月 19日，上市日期1994年3月11日，公司主营业务涉及缝制设备及智能制造设备的研发、生产及销售,业务 还涉及商贸物流领域。主营业务收入构成为：工业缝纫机45.39%，汽车内饰件及其模具32.01%，智能 设备11.99%，家用缝纫机5.55%，其他(补充)4.25%，A5飞机及服务0.80%。 上工申贝所属申万行业为：机械设备-专用设备-纺织服装设备。所属概 ...

格隆汇12月10日丨中捷资源(002021.SZ)在投资者互动平台表示，公司的主营业务为工业缝纫机的研 发、生产和销售，不涉及铜箔业务。 ...

12月6~7日，由《中国企业家》杂志社主办的2025（第二十三届）影响力企业家年会（原中国企业领袖 年会），在北京召开。在6日下午的【全球化600秒】出海新范式环节，杰克科技创始人、董事长阮积祥 以"全球化增长四个阶段"为主题作了精彩分享。 以下为演讲的精彩观点： 1．全球化第一个阶段，名字非常重要。 2．出海的第一阶段，不仅是产品或产能的简单扩张，更需要伙伴与品牌同国际接轨。 专题：2025《中国企业家》影响力企业家年会 就近消费、就近生产，这就是全球领航者的未来，各行各业都会走向这样的发展格局。 文|《中国企业家》记者 胡楠楠 3．业务全球化，是普照世界的阳光；运营本地化，才能扎根全球的土壤。以简单贸易运转，很难实现 全球化发展。 4．就近消费、就近生产，这就是全球领航者的未来，各行各业都会走向这样的发展格局。 5．最易的那条路，就是内卷之路；最难的那条路，才是胜利之路。 以下为阮积祥现场演讲实录（有删减）： 杰克科技是一家做工业缝纫机的企业，从工业缝纫机发展到成套智联解决方案服务商，目前正在做无人 化的智能产线。我们在这个行业的产销量连续15年全球第一，目前做到了占全球40%的市场份额。 我们把杰克的全 ...

11月26日，中捷资源盘中上涨2.31%，截至10:19，报2.66元/股，成交2669.42万元，换手率0.85%，总市 值31.80亿元。 分红方面，中捷资源A股上市后累计派现1.32亿元。近三年，累计派现0.00元。 资金流向方面，主力资金净流入359.90万元，特大单买入439.31万元，占比16.46%，卖出0.00元，占比 0.00%；大单买入542.18万元，占比20.31%，卖出621.60万元，占比23.29%。 责任编辑：小浪快报 资料显示，中捷资源投资股份有限公司位于浙江省台州市玉环市大麦屿街道兴港东路198号，成立日期 1994年8月31日，上市日期2004年7月15日，公司主营业务涉及工业缝纫机的研发、生产和销售。主营业 务收入构成为：机头销售89.01%，其他销售5.57%，台板电机销售4.86%，其他(补充)0.55%。 中捷资源所属申万行业为：机械设备-专用设备-纺织服装设备。所属概念板块包括：期货概念、并购重 组、国资改革、机器人概念、壳资源等。 截至9月30日，中捷资源股东户数5.13万，较上期增加44.62%；人均流通股23314股，较上期减少 30.86%。2025年1 ...

Consumer Products - The export growth rates for electric tools, hand tools, and lawn mowers from January to October 2025 are -0.4%, -6%, and 37% respectively, with October 2025 showing declines of -17%, -16%, and -15% year-on-year [4] - The decline in export growth is attributed to high base effects and calendar effects, with one less working day in October 2025 compared to October 2024, leading to adjusted year-on-year growth rates of -12%, -11%, and -11% when calculated on a daily average basis [4] Capital Goods - The export growth rates for forklifts, machine tools, industrial sewing machines, and mining machinery in October are -13%, -4%, -10%, and 1% respectively, showing significant declines compared to September [5] - Cumulative growth rates from January to October 2025 for these categories are 0%, 13%, 13%, and 21%, with a decrease of 2-3 percentage points compared to the previous nine months [5] - The decline in export growth is also linked to high base effects and calendar effects, with adjusted daily average growth rates for October being -8%, 2%, -5%, and 6% [5]

Group 1: Market Overview - The domestic equity market indices experienced fluctuations and a downward trend, with various industry-themed funds performing poorly, while financial and real estate-themed funds showed relative resilience [4] - Passive funds significantly increased their positions in various broad-based ETFs, with notable inflows into TMT-themed ETFs [4] Group 2: Steel Industry Insights - The operating rates for cement and asphalt have dropped to the lowest levels for the same period in five years, indicating potential challenges in the construction sector [5] - The Ministry of Industry and Information Technology's recent policies aim to promote the orderly exit of outdated steel production capacity, suggesting a potential recovery in steel sector profitability to historical average levels [5] Group 3: Machinery Export Data - In October 2025, the export growth rates for various machinery products, including electric tools and forklifts, showed significant declines, primarily due to high base effects and calendar impacts [6] - The export amounts for electric tools, hand tools, and lawn mowers decreased by 17%, 16%, and 15% year-on-year, respectively, reflecting a broader trend of declining export performance in the machinery sector [6] Group 4: Company Performance - Company revenue for Q3 2025 reached 171 million yuan, marking a substantial year-on-year increase of 144%, driven by significant growth in robotaxi and robobus sales [7] - Product revenue surged by 429% to 79 million yuan, while service revenue increased by 67% to 92 million yuan, highlighting strong demand for intelligent data and driving support services [7] - Revenue from robotaxi-related businesses reached 35.3 million yuan, reflecting a remarkable year-on-year growth of 761% [7]

Company Overview - Zhongjie Resources Co., Ltd. is located in Yuhuan City, Taizhou, Zhejiang Province, established on August 31, 1994, and listed on July 15, 2004. The company specializes in the research, production, and sales of industrial sewing machines [1][2]. Financial Performance - For the period from January to September 2025, Zhongjie Resources reported operating revenue of 598 million yuan, a year-on-year decrease of 12.14%. The net profit attributable to the parent company was 1.22 million yuan, down 93.58% year-on-year [2]. - The company has cumulatively distributed 132 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3]. Stock Performance - As of November 25, Zhongjie Resources' stock price increased by 2.34% to 2.62 yuan per share, with a total market capitalization of 3.132 billion yuan. The stock has risen 6.94% year-to-date but has decreased by 5.76% over the last five trading days and 8.71% over the last 20 days [1]. - The company has seen a net outflow of 2.33 million yuan in main funds, with significant buying and selling activity in large orders [1]. Shareholder Information - As of September 30, Zhongjie Resources had 51,300 shareholders, an increase of 44.62% from the previous period. The average number of circulating shares per shareholder was 23,314, a decrease of 30.86% [2]. Industry Classification - Zhongjie Resources is classified under the machinery equipment sector, specifically in specialized equipment for textile and apparel [2]. The company is associated with several concepts, including futures, mergers and acquisitions, state-owned enterprise reform, robotics, and shell resources [2].