证券日报网讯 1月13日，新强联在互动平台回答投资者提问时表示，公司主要产品涵盖风电主轴轴承、 偏航轴承、变桨轴承，海工装备起重机回转支承、盾构机轴承及关键零部件、齿轮箱轴承、风电锁紧 盘、风电高速联轴器，以及回转支承滚动体、回转支承保持架和工业锻件等。公司相关情况请以公司在 指定信息披露媒体发布的公告为准。 （文章来源：证券日报） ...

1月13日，新强联跌4.67%，截至发稿，报42.49元/股，成交7.67亿元，换手率5.90%，总市值175.95亿 元。新强联股价已经连续3天下跌，区间累计跌幅5.93%。 资料显示，洛阳新强联回转支承股份有限公司位于河南省洛阳市新安县经济技术开发区洛新园区京津路 8号，成立日期2005年8月3日，上市日期2020年7月13日，公司主营业务涉及大型回转支承和工业锻件的 研发、生产和销售。主营业务收入构成为：风电类产品75.84%，锁紧盘7.26%，其他6.23%，锻件 6.05%，盾构机类产品1.49%，海工装备类产品1.39%，电力1.15%，其他轴承类产品0.42%，联轴器 0.10%，齿轮箱轴承产品0.03%，风电发电机组用传动组件0.03%。 从基金十大重仓股角度 数据显示，国寿安保基金旗下1只基金重仓新强联。国寿安保稳吉混合A（004756）三季度持有股数2万 股，与上期相比持股数量不变，占基金净值比例为1.09%，位居第六大重仓股。根据测算，今日浮亏损 失约4.16万元。连续3天下跌期间浮亏损失5.36万元。 国寿安保稳吉混合A（004756）成立日期2017年12月26日，最新规模7366. ...

Group 1 - The core point of the news is the performance and market position of Xin Qiang Lian, which saw a stock price increase of 5.03% to 43.45 CNY per share, with a trading volume of 453 million CNY and a market capitalization of 17.992 billion CNY [1] - Xin Qiang Lian specializes in the research, production, and sales of large slewing bearings and industrial forgings, with its main business revenue composition being 75.84% from wind power products, 7.26% from locking discs, and smaller percentages from other categories [1] Group 2 - From the perspective of fund holdings, Penghua Fund has a significant position in Xin Qiang Lian, with its Penghua New Energy Selected Mixed A fund reducing its holdings by 575,800 shares, now holding 619,700 shares, which represents 2.19% of the fund's net value [2] - The Penghua New Energy Selected Mixed A fund has achieved a return of 41.42% this year, ranking 1871 out of 8155 in its category, and has a total fund size of 607 million CNY [2]

12月18日，新强联跌5.06%，截至发稿，报43.51元/股，成交4.29亿元，换手率3.22%，总市值180.17亿 元。 资料显示，洛阳新强联回转支承股份有限公司位于河南省洛阳市新安县经济技术开发区洛新园区京津路 8号，成立日期2005年8月3日，上市日期2020年7月13日，公司主营业务涉及大型回转支承和工业锻件的 研发、生产和销售。主营业务收入构成为：风电类产品75.84%，锁紧盘7.26%，其他6.23%，锻件 6.05%，盾构机类产品1.49%，海工装备类产品1.39%，电力1.15%，其他轴承类产品0.42%，联轴器 0.10%，齿轮箱轴承产品0.03%，风电发电机组用传动组件0.03%。 从基金十大重仓股角度 数据显示，申万菱信基金旗下1只基金重仓新强联。申万菱信中证1000指数增强A（017067）三季度持 有股数2.02万股，占基金净值比例为0.87%，位居第九大重仓股。根据测算，今日浮亏损失约4.69万 元。 申万菱信中证1000指数增强A（017067）成立日期2023年2月14日，最新规模5688.7万。今年以来收益 28.32%，同类排名1589/4197；近一年收益28.49% ...

Core Viewpoint - The stock of Xin Qiang Lian experienced a decline of 5.1%, trading at 48.43 yuan per share, with a total market capitalization of 20.054 billion yuan as of November 18 [1] Company Overview - Xin Qiang Lian is located in the Economic and Technological Development Zone of Xin'an County, Luoyang, Henan Province, and was established on August 3, 2005, with its listing date on July 13, 2020 [1] - The company specializes in the research, development, production, and sales of large slewing bearings and industrial forgings [1] Revenue Composition - The revenue breakdown of Xin Qiang Lian is as follows: - Wind power products: 75.84% - Locking discs: 7.26% - Others: 6.23% - Forgings: 6.05% - Shield tunneling machine products: 1.49% - Offshore equipment: 1.39% - Power: 1.15% - Other bearing products: 0.42% - Couplings: 0.10% - Gearbox bearing products: 0.03% - Wind turbine generator transmission components: 0.03% [1] Fund Holdings - E Fund's fund, E Fund CSI 1000 Quantitative Enhancement A (017094), holds 67,100 shares of Xin Qiang Lian, accounting for 0.43% of the fund's net value, ranking as the seventh largest holding [2] - The fund has reported a floating loss of approximately 174,500 yuan as of the latest data [2] Fund Performance - E Fund CSI 1000 Quantitative Enhancement A was established on April 25, 2023, with a current scale of 311 million yuan [2] - Year-to-date return is 39.31%, ranking 979 out of 4212 in its category; the one-year return is 38.87%, ranking 815 out of 3956; and since inception, the return is 40.69% [2]

Core Insights - New Qianglian's stock price dropped by 5.02% to 49.56 CNY per share, with a trading volume of 704 million CNY and a turnover rate of 4.61%, resulting in a total market capitalization of 20.522 billion CNY [1] Company Overview - Luoyang New Qianglian Slewing Bearing Co., Ltd. is located in the Economic and Technological Development Zone of Xin'an County, Luoyang, Henan Province, established on August 3, 2005, and listed on July 13, 2020 [1] - The company's main business involves the research, development, production, and sales of large slewing bearings and industrial forgings [1] - Revenue composition includes: wind power products 75.84%, locking discs 7.26%, others 6.23%, forgings 6.05%, shield machine products 1.49%, offshore equipment 1.39%, electricity 1.15%, other bearing products 0.42%, couplings 0.10%, gearbox bearing products 0.03%, and wind turbine transmission components 0.03% [1] Fund Holdings - Huashang Fund has one fund heavily invested in New Qianglian, specifically the Huashang Theme Selection Mixed Fund (630011), which held 159,300 shares in the third quarter, accounting for 2.6% of the fund's net value, ranking as the tenth largest holding [2] - The estimated floating loss for the fund today is approximately 417,400 CNY [2] - The Huashang Theme Selection Mixed Fund was established on May 31, 2012, with a current size of 266 million CNY, achieving a year-to-date return of 43.82% and a one-year return of 37.46% [2]

Core Viewpoint - New Qianglian's stock price has shown significant growth this year, with a year-to-date increase of 124.21%, despite a recent decline in the last five trading days [1][2]. Company Overview - New Qianglian, established on August 3, 2005, and listed on July 13, 2020, is located in the Economic and Technological Development Zone of Xin'an County, Luoyang, Henan Province. The company specializes in the research, production, and sales of large slewing bearings and industrial forgings [1]. - The company's main business revenue composition includes: wind power products (75.84%), locking plates (7.26%), and other categories such as forgings (6.05%) and shield machine products (1.49%) [1]. Financial Performance - For the first half of 2025, New Qianglian achieved operating revenue of 2.21 billion yuan, representing a year-on-year growth of 108.98%. The net profit attributable to shareholders reached 400 million yuan, a remarkable increase of 496.60% [2]. - Since its A-share listing, New Qianglian has distributed a total of 199 million yuan in dividends, with 104 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for New Qianglian was 30,900, an increase of 20.33% from the previous period. The average number of circulating shares per person decreased by 9.40% to 8,660 shares [2]. - Notable changes in institutional holdings include a decrease in shares held by major shareholders such as Nuoan Pioneer Mixed A and Hong Kong Central Clearing Limited, while Southern CSI 1000 ETF increased its holdings [3].

Group 1 - The core viewpoint of the news is the significant stock performance of Xin Qiang Lian, which has seen a 10.47% increase over three consecutive days, reaching a price of 42.40 CNY per share with a market capitalization of 17.31 billion CNY [1] - Xin Qiang Lian specializes in the research, production, and sales of large slewing bearings and industrial forgings, with wind power products accounting for 75.84% of its main business revenue [1] - The company was established on August 3, 2005, and went public on July 13, 2020, indicating a relatively recent entry into the public market [1] Group 2 - The Hengsheng Qianhai Fund holds a significant position in Xin Qiang Lian, with 36,800 shares representing 2.33% of the fund's net value, making it the fifth-largest holding [2] - The fund has achieved a year-to-date return of 37.72% and a one-year return of 47.01%, ranking it 2055 out of 8244 and 2621 out of 8080 in its category, respectively [2] - The fund manager, Xing Cheng, has been in charge for 3 years and 192 days, with the best fund return during this period being 87.69% [2]

Core Viewpoint - New Strong Union's stock has experienced fluctuations, with a year-to-date increase of 84.19% but a recent decline in the last five and twenty trading days [1][2] Company Overview - New Strong Union, established on August 3, 2005, and listed on July 13, 2020, is located in the Economic and Technological Development Zone of Xin'an County, Luoyang, Henan Province. The company specializes in the research, production, and sales of large slewing bearings and industrial forgings [1] - The company's main business revenue composition includes: wind power products 75.84%, locking discs 7.26%, others 6.23%, forgings 6.05%, shield machine products 1.49%, offshore equipment 1.39%, electricity 1.15%, other bearing products 0.42%, couplings 0.10%, gearbox bearing products 0.03%, and wind turbine transmission components 0.03% [1] Financial Performance - For the first half of 2025, New Strong Union achieved operating revenue of 2.21 billion yuan, a year-on-year increase of 108.98%, and a net profit attributable to shareholders of 400 million yuan, a year-on-year increase of 496.60% [2] - Since its A-share listing, New Strong Union has distributed a total of 199 million yuan in dividends, with 104 million yuan distributed in the last three years [3] Shareholder Structure - As of June 30, 2025, New Strong Union had 30,900 shareholders, an increase of 20.33% from the previous period, with an average of 8,660 circulating shares per person, a decrease of 9.40% [2] - The top ten circulating shareholders include notable funds, with changes in holdings observed among several key investors [3]

Core Viewpoint - The stock of Xin Qiang Lian has seen a significant increase of 5.28% on September 11, reaching a price of 37.46 CNY per share, with a trading volume of 4.55 billion CNY and a turnover rate of 4.38%, resulting in a total market capitalization of 14.914 billion CNY [1] Company Overview - Xin Qiang Lian is located in the Economic and Technological Development Zone of Xin'an County, Luoyang City, Henan Province, and was established on August 3, 2005, with its listing date on July 13, 2020 [1] - The company specializes in the research, development, production, and sales of large slewing bearings and industrial forgings [1] - The revenue composition of the company includes: wind power products (75.84%), locking discs (7.26%), others (6.23%), forgings (6.05%), shield machine products (1.49%), offshore equipment (1.39%), power (1.15%), other bearing products (0.42%), couplings (0.10%), gearbox bearing products (0.03%), and wind turbine transmission components (0.03%) [1] Fund Holdings - According to data, one fund under Jiashi Fund has a significant holding in Xin Qiang Lian. Jiashi Xingrui Optimal One-Year Holding Period Mixed A (011841) held 284,100 shares in the second quarter, accounting for 1.51% of the fund's net value, ranking as the tenth largest holding [2] - The estimated floating profit from this holding is approximately 534,100 CNY [2] - Jiashi Xingrui Optimal One-Year Holding Period Mixed A was established on December 6, 2021, with a current scale of 503 million CNY. Year-to-date returns are 37.27%, ranking 1356 out of 8175 in its category; the one-year return is 52.26%, ranking 2497 out of 7982; and since inception, it has a loss of 13.56% [2] Fund Manager Information - The fund manager of Jiashi Xingrui Optimal One-Year Holding Period Mixed A is Liu Bin, who has a cumulative tenure of 15 years and 295 days [3] - The total asset scale of Liu Bin's current fund is 5.944 billion CNY, with the best fund return during his tenure being 102.52% and the worst being -36.71% [3]