分红方面，智立方A股上市后累计派现1.08亿元。 资料显示，深圳市智立方自动化设备股份有限公司位于广东省深圳市宝安区石岩街道塘头社区厂房A栋 1层至5层，成立日期2011年7月7日，上市日期2022年7月11日，公司主营业务涉及工业自动化设备的研 发、生产、销售及相关技术服务。主营业务收入构成为：工业自动化设备68.67%，技术服务21.63%， 自动化设备配件9.70%。 智立方所属申万行业为：机械设备-自动化设备-其他自动化设备。所属概念板块包括：电子烟、AIPC概 念、消费电子、苹果三星、增强现实等。 截至12月31日，智立方股东户数1.46万，较上期增加2.58%；人均流通股4143股，较上期减少2.51%。 2025年1月-9月，智立方实现营业收入5.05亿元，同比增长21.69%；归母净利润6995.40万元，同比增长 57.59%。 1月8日，智立方盘中上涨2.17%，截至13:40，报52.82元/股，成交1.31亿元，换手率4.15%，总市值64.01 亿元。 资金流向方面，主力资金净流入660.42万元，特大单买入502.32万元，占比3.84%，卖出285.46万元，占 比2.18%；大 ...

12月26日，智立方盘中下跌2.01%，截至11:15，报50.67元/股，成交6975.56万元，换手率2.26%，总市 值61.40亿元。 资金流向方面，主力资金净流出1382.85万元，特大单买入0.00元，占比0.00%，卖出252.12万元，占比 3.61%；大单买入605.95万元，占比8.69%，卖出1736.68万元，占比24.90%。 分红方面，智立方A股上市后累计派现1.08亿元。 机构持仓方面，截止2025年9月30日，智立方十大流通股东中，南方大数据100指数A（001113）退出十 大流通股东之列。 责任编辑：小浪快报 资料显示，深圳市智立方自动化设备股份有限公司位于广东省深圳市宝安区石岩街道塘头社区厂房A栋 1层至5层，成立日期2011年7月7日，上市日期2022年7月11日，公司主营业务涉及工业自动化设备的研 发、生产、销售及相关技术服务。主营业务收入构成为：工业自动化设备68.67%，技术服务21.63%， 自动化设备配件9.70%。 智立方所属申万行业为：机械设备-自动化设备-其他自动化设备。所属概念板块包括：虚拟现实、增强 现实、智能眼镜、MR混合现实、华为海思等。 截至1 ...

智立方所属申万行业为：机械设备-自动化设备-其他自动化设备。所属概念板块包括：增强现实、虚拟 现实、MR混合现实、智能眼镜、华为海思等。 12月24日，智立方盘中上涨2.02%，截至13:27，报50.10元/股，成交6776.33万元，换手率2.26%，总市 值60.71亿元。 资金流向方面，主力资金净流出308.09万元，特大单买入218.99万元，占比3.23%，卖出127.46万元，占 比1.88%；大单买入987.15万元，占比14.57%，卖出1386.76万元，占比20.46%。 智立方今年以来股价涨45.52%，近5个交易日涨7.42%，近20日涨3.41%，近60日跌6.11%。 今年以来智立方已经7次登上龙虎榜，最近一次登上龙虎榜为7月4日，当日龙虎榜净买入-4007.65万 元；买入总计6231.05万元 ，占总成交额比8.80%；卖出总计1.02亿元 ，占总成交额比14.46%。 资料显示，深圳市智立方自动化设备股份有限公司位于广东省深圳市宝安区石岩街道塘头社区厂房A栋 1层至5层，成立日期2011年7月7日，上市日期2022年7月11日，公司主营业务涉及工业自动化设备的研 发、生产、 ...

Core Viewpoint - The Gree Jinwan Intelligent Manufacturing Factory has been recognized as one of the first 15 "Leading-Level" smart factories in China, showcasing advanced automation and digitalization in manufacturing processes [2][3][5]. Group 1: Automation and Efficiency - The factory boasts a digital coverage rate of 100% and an overall automation rate exceeding 80%, significantly enhancing production efficiency and product quality [2][4]. - Key production processes have been automated, reducing the workforce from over 70 to approximately 20 for certain assembly lines, achieving a 200% increase in production efficiency [4][6]. Group 2: Smart Manufacturing Model - Gree has introduced the "Gree Collaborative House" smart manufacturing model, which integrates industrial internet platforms and AI algorithms to optimize the entire value chain from demand to supply [3][6]. - The factory employs advanced scheduling systems that allow for precise production planning, enabling real-time data collection and quality traceability [4][6]. Group 3: Sustainable Manufacturing - Gree is committed to a sustainable manufacturing model, utilizing integrated technologies for energy management and aiming for a circular development goal of producing green products with green energy [6][7]. - The company plans to enhance its industrial internet platform and implement advanced connectivity technologies like 5G-A and 6G to support data-driven transformations across the value chain [6][7]. Group 4: Diversification and Growth - Gree's self-developed equipment rate stands at 100%, with over 2,000 self-manufactured industrial robots in operation, marking a significant step in diversifying its product offerings [7]. - The intelligent equipment segment reported a year-on-year revenue growth of 20.90%, while the industrial products and green energy segment saw a 17.13% increase, reflecting Gree's robust market position and growth strategy [7].

哈喽大家好，今天老张带大家聊聊，北交所最近爆出个"速通"瓜，大连美德乐工业自动化股份有限公 司，5月29日递IPO申请，11月27日就过会，半年时间跑完别人一年的路。这到底是黑马还是"带病闯 关"？ 2023到2024年，新能源产业链增速放缓，工业自动化设备需求肉眼可见地收缩，同行们基本都在"勒紧 裤腰带"。 可美德乐偏不按常理出牌，2024年营收11.38亿元，同比涨12.73%，2025年上半年更猛，以35.13%的增 速冲到7.12亿元。 谜之增长 转头对先导智能的销售额却炸了，2024年卖了2.44亿元，同比暴涨287.55%。 讽刺的是，2024年先导智能自己营收都跌了28.71%，自家日子都不好过，反倒给美德乐"送大单"。 这种客户业绩下滑、采购反增的逻辑，简直像拧巴的麻花，怎么看都不顺畅。企业业绩有波动正常，但 和行业、客户都对着干的增长，大概率藏着要查的猫腻。 凭证"裸奔" 如果说业绩是"表面疑点"，那收入凭证的问题就是"实锤硬伤"。做B2B生意的都懂，验收单是确认收入 的核心依据。 再看它的"同行朋友圈"，怡合达、先导智能等五家可比公司，2024年营收均值直接暴跌16.99%，除博众 精工微 ...

博杰股份所属申万行业为：机械设备-自动化设备-工控设备。所属概念板块包括：5.5G概念、横琴新 区、一带一路、中盘、特斯拉等。 截至11月28日，博杰股份股东户数2.36万，较上期增加24.43%；人均流通股4481股，较上期减少 19.63%。2025年1月-9月，博杰股份实现营业收入11.17亿元，同比增长35.61%；归母净利润1.06亿元， 同比增长6760.54%。 分红方面，博杰股份A股上市后累计派现2.21亿元。近三年，累计派现2004.91万元。 机构持仓方面，截止2025年9月30日，博杰股份十大流通股东中，华夏中证机器人ETF（562500）位居 第七大流通股东，持股262.12万股，相比上期增加48.89万股。 12月4日，博杰股份盘中下跌2.00%，截至09:44，报73.38元/股，成交1.33亿元，换手率1.69%，总市值 117.63亿元。 资金流向方面，主力资金净流入1872.30万元，特大单买入1759.46万元，占比13.23%，卖出1300.43万 元，占比9.77%；大单买入3580.40万元，占比26.91%，卖出2167.12万元，占比16.29%。 博杰股份今年以 ...

Group 1 - The core point of the news is that Zhili Fang experienced a decline in stock price and significant changes in financing activities, indicating a potential shift in investor sentiment [1][2] - On December 3, Zhili Fang's stock price fell by 1.78%, with a trading volume of 103 million yuan. The financing buy-in amount was 6.6233 million yuan, while the financing repayment was 12.6924 million yuan, resulting in a net financing outflow of 6.0691 million yuan [1] - As of December 3, the total balance of margin trading for Zhili Fang was 149 million yuan, with the financing balance accounting for 2.58% of the circulating market value, which is above the 60th percentile level over the past year [1] Group 2 - As of November 28, the number of Zhili Fang's shareholders increased by 10.69% to 15,700, while the average circulating shares per person decreased by 9.66% to 3,865 shares [2] - For the period from January to September 2025, Zhili Fang reported a revenue of 505 million yuan, representing a year-on-year growth of 21.69%, and a net profit attributable to shareholders of 69.954 million yuan, which is a 57.59% increase year-on-year [2] - Since its A-share listing, Zhili Fang has distributed a total of 108 million yuan in dividends [2]

Core Viewpoint - The ongoing dispute between Wentech Technology and Nexperia Netherlands has escalated, with Wentech responding to allegations made in an open letter from Nexperia, asserting that the claims are misleading and false [4][5]. Group 1: Company Statements - Wentech Technology has expressed its willingness to negotiate and seek solutions with Nexperia Netherlands, countering claims that it has not responded to outreach attempts [4]. - The company emphasizes that it is not seeking additional demands but aims to restore its legitimate control and shareholder rights over Nexperia [4]. - Wentech highlights that the inability to regain control has led to potential delivery issues in sectors such as electric vehicles, industrial automation, and consumer electronics, contributing to global supply chain disruptions [4][5]. Group 2: Impact on Supply Chain - Wentech warns that if the control dispute remains unresolved, many customers could face supply chain disruptions, affecting production and delivery schedules in the automotive and industrial sectors [5]. - The company notes that the stability and continuity of industrial production could be severely impacted, affecting delivery cycles, cost control, and market competitiveness for numerous enterprises [5]. Group 3: Legal Context - The Dutch Ministry of Economic Affairs has suspended government actions against Nexperia based on legal grounds; however, the Amsterdam court has not lifted the enforcement order, preventing Wentech from regaining control [5][6]. - Wentech is calling for the relevant courts to withdraw measures such as the appointment of independent directors [6].

Core Viewpoint - Bojie Co., Ltd. experienced a 5.01% decline in stock price, closing at 78.84 CNY per share, with a trading volume of 657 million CNY and a turnover rate of 7.79%, resulting in a total market capitalization of 12.638 billion CNY [1] Group 1: Company Overview - Bojie Co., Ltd. is located in Zhuhai, Guangdong Province, established on May 30, 2005, and listed on February 5, 2020 [1] - The company's main business involves the research, production, sales, and related technical services of industrial automation equipment and components [1] - The revenue composition of the company is as follows: 83.72% from industrial automation equipment, 8.27% from equipment components, and 8.00% from technical services [1] Group 2: Shareholder Information - Among the top ten circulating shareholders of Bojie Co., Ltd., a fund under Huaxia Fund holds a significant position [2] - Huaxia CSI Robotics ETF (562500) increased its holdings by 488,900 shares in the third quarter, totaling 2.6212 million shares, which represents 2.48% of the circulating shares [2] - The estimated floating loss for the ETF today is approximately 10.9041 million CNY [2] Group 3: Fund Performance - Huaxia CSI Robotics ETF (562500) was established on December 17, 2021, with a latest scale of 22.798 billion CNY [2] - Year-to-date return for the fund is 21.19%, ranking 2253 out of 4206 in its category; the one-year return is 24.59%, ranking 1641 out of 4008 [2] - Since its inception, the fund has experienced a loss of 5.84% [2] - The fund manager, Hualong, has a total asset scale of 35.957 billion CNY, with a best return of 108.33% and a worst return of -15.08% during his tenure of 3 years and 100 days [2]

Core Viewpoint - Bojie Co., Ltd. has shown significant stock price growth and strong financial performance in 2023, indicating a positive investment opportunity in the automation equipment sector [1][2]. Financial Performance - As of November 10, 2023, Bojie Co., Ltd. achieved a revenue of 1.117 billion yuan, representing a year-on-year growth of 35.61% [2]. - The net profit attributable to shareholders for the same period was 106 million yuan, reflecting a remarkable year-on-year increase of 6760.54% [2]. - The company has distributed a total of 221 million yuan in dividends since its A-share listing, with 2.00491 million yuan distributed in the last three years [3]. Stock Market Activity - On November 26, 2023, Bojie Co., Ltd.'s stock price increased by 2.01%, reaching 78.55 yuan per share, with a trading volume of 290 million yuan and a turnover rate of 3.54% [1]. - The stock has appreciated by 158.95% year-to-date, with a 7.87% increase over the last five trading days, 25.46% over the last 20 days, and 65.58% over the last 60 days [1]. - The company has appeared on the "龙虎榜" (a stock trading list) three times this year, with the most recent appearance on September 19, 2023, showing a net buy of -61.3071 million yuan [1]. Shareholder Information - As of November 10, 2023, the number of shareholders for Bojie Co., Ltd. was 19,400, a decrease of 20.76% from the previous period, while the average circulating shares per person increased by 26.19% to 5,456 shares [2]. - The seventh largest circulating shareholder is the Huaxia CSI Robot ETF, holding 2.6212 million shares, an increase of 488,900 shares compared to the previous period [3]. Business Overview - Bojie Co., Ltd. specializes in the research, production, sales, and technical services of industrial automation equipment and components, with 83.72% of its revenue coming from industrial automation equipment, 8.27% from components, and 8.00% from technical services [1].