来源：新浪证券-红岸工作室 1月12日，同洲电子跌2.29%，成交额5.86亿元，换手率6.38%，总市值99.70亿元。 异动分析 人民币贬值受益+东数西算(算力)+物联网+锂电池概念+摘帽 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-9235.21万，占比0.19%，行业排名10/10，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入6.67亿，连续3日被主力资金增仓。 区间今日近3日近5日近10日近20日主力净流入-1.01亿-1.32亿-1.15亿-1.19亿-1.64亿 主力持仓 1、根据2024年年报，公司海外营收占比为79.72%，受益于人民币贬值。 2、2025年7月28日互动易：公司目前主要集中聚焦于高功率电源领域，公司高功率电源产品为开关电源 产品，主要应用于算力服务器领域。 3、2020年6月17日互动易：公司在物联网领域的投入主要是提供相关解决方案，比如智慧园区、智慧社 区等。 4、据2022年年报显示：公司第二板块业务为新能源锂离子电池业务：锂离子电池的技术研发、生产和 销售，以及根据客户要求将电芯进行检测 ...

格隆汇1月8日丨欧陆通(300870.SZ)在互动平台表示，公司主要从事开关电源产品的研发、生产与销 售。主要产品包括电源适配器、数据中心电源和其他电源等，公司产品广泛应用于办公电子、网络通 信、安防监控、智能家居、新型消费电子设备、数据中心、动力电池设备、纯电交通工具、化成分容设 备等众多领域。目前公司产品暂不涉及商业航天领域。 ...

Market Performance - On January 5, the three major A-share indices collectively rose, with the Shanghai Composite Index increasing by 1.38% to 4023.42 points, the Shenzhen Component Index rising by 2.24% to 13828.63 points, and the ChiNext Index up by 2.85% to 3294.55 points [1] - The sectors that performed well included brain engineering, storage chips, and cloud gaming, while shale gas, natural gas, and insurance-related sectors saw declines [1] Fund Manager Changes - From January 1 to January 5, a total of 9 fund managers experienced changes in their positions, which can significantly impact the future performance of the funds they manage [2] - In the same period, 4 fund products announced fund manager departures, with reasons including job changes and personal reasons [3] - A total of 29 fund products announced new fund manager appointments, involving 7 new fund managers [3] Fund Performance - Wang Bo from Ping An Fund managed a total fund asset of 696 million yuan, with the highest return of 99.12% from the fund "Anxin Xinfang Youxuan Mixed A" during his tenure [3] - Li Jialiang from Southern Fund managed a total fund asset of 9.657 billion yuan, with the highest return of 163.15% from the "Southern Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF" during his tenure [3] Fund Research Activity - In the past month (December 6 to January 5), Huaxia Fund conducted the most company research, engaging with 43 listed companies, followed by Bosera Fund, Southern Fund, and E Fund, which researched 39, 32, and 29 companies respectively [5] - The chemical products industry was the most researched sector, with 161 instances, followed by the computer equipment industry with 112 instances [5] Recent Company Focus - In the last month, the most researched company by public funds was Zhongke Shuguang, which is in the specialized computer equipment industry, with 117 fund management companies participating in the research [5] - Other companies receiving significant attention included Haiguang Information and Changan Automobile, with 117 and 86 fund management companies involved in their research respectively [5] Recent Weekly Research Activity - In the week from December 29 to January 5, the company with the highest number of fund research engagements was Oulutong, with 30 fund institutions participating [6] - Other companies with notable research activity included Jingji Zhinu and Zhongwei Shares, with 29 and 26 fund institutions respectively [6]

来源：新浪证券-红岸工作室 12月26日，同洲电子跌1.52%，成交额2.09亿元，换手率2.44%，总市值92.70亿元。 异动分析 人民币贬值受益+物联网+东数西算(算力)+锂电池概念+摘帽 1、根据2024年年报，公司海外营收占比为79.72%，受益于人民币贬值。 2、2020年6月17日互动易：公司在物联网领域的投入主要是提供相关解决方案，比如智慧园区、智慧社 区等。 3、2025年7月28日互动易：公司目前主要集中聚焦于高功率电源领域，公司高功率电源产品为开关电源 产品，主要应用于算力服务器领域。 区间今日近3日近5日近10日近20日主力净流入-5668.67万-5462.36万-1153.72万-9623.93万-1.96亿 主力持仓 主力轻度控盘，筹码分布较为分散，主力成交额1.57亿，占总成交额的13.12%。 技术面：筹码平均交易成本为13.88元 该股筹码平均交易成本为13.88元，近期该股获筹码青睐，且集中度渐增；目前股价在压力位12.77和支 撑位11.58之间，可以做区间波段。 公司简介 4、据2022年年报显示：公司第二板块业务为新能源锂离子电池业务：锂离子电池的技术研发、生产和 ...

异动分析 人民币贬值受益+物联网+东数西算(算力)+锂电池概念+摘帽 1、根据2024年年报，公司海外营收占比为79.72%，受益于人民币贬值。 来源：新浪证券-红岸工作室 12月22日，同洲电子涨1.74%，成交额1.86亿元，换手率2.21%，总市值92.63亿元。 主力轻度控盘，筹码分布较为分散，主力成交额1.04亿，占总成交额的14.32%。 2、2020年6月17日互动易：公司在物联网领域的投入主要是提供相关解决方案，比如智慧园区、智慧社 区等。 3、2025年7月28日互动易：公司目前主要集中聚焦于高功率电源领域，公司高功率电源产品为开关电源 产品，主要应用于算力服务器领域。 4、据2022年年报显示：公司第二板块业务为新能源锂离子电池业务：锂离子电池的技术研发、生产和 销售，以及根据客户要求将电芯进行检测区分电芯容量档位，达到梯次利用目的。2022年公司实现营业 收入2.55亿元，同比增长82.99%，其中，新能源电池业务占比较高。 5、申请撤销风险警示获交易所批准，证券简称变更为同洲电子。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流 ...

12月22日，欧陆通涨5.21%，截至发稿，报216.86元/股，成交9.02亿元，换手率3.90%，总市值238.24亿 元。 资料显示，深圳欧陆通电子股份有限公司位于广东省深圳市宝安区航城街道三围社区航城大道175号南 航明珠花园1栋19号，成立日期1996年5月29日，上市日期2020年8月24日，公司主营业务涉及开关电源 产品的研发、生产与销售。主营业务收入构成为：计算机、通信和其他电子设备制造业99.57%，其他 (补充)0.43%。 数据显示，新沃基金旗下1只基金重仓欧陆通。新沃内需增长混合A（012143）三季度持有股数2500 股，占基金净值比例为4.93%，位居第十大重仓股。根据测算，今日浮盈赚取约2.69万元。 新沃内需增长混合A（012143）成立日期2021年9月9日，最新规模850.55万。今年以来收益17.69%，同 类排名4525/8170；近一年收益15.36%，同类排名4725/8139；成立以来亏损48.84%。 新沃内需增长混合A（012143）基金经理为刘屾。 截至发稿，刘屾累计任职时间4年10天，现任基金资产总规模1092.69万元，任职期间最佳基金回 报-48.73 ...

12月22日，欧陆通涨5.21%，截至发稿，报216.86元/股，成交9.02亿元，换手率3.90%，总市值238.24亿 元。 汇安信泰稳健一年持有期混合A（012479）基金经理为张昆。 截至发稿，张昆累计任职时间5年92天，现任基金资产总规模180.04亿元，任职期间最佳基金回报 19.72%， 任职期间最差基金回报-3.7%。 资料显示，深圳欧陆通电子股份有限公司位于广东省深圳市宝安区航城街道三围社区航城大道175号南 航明珠花园1栋19号，成立日期1996年5月29日，上市日期2020年8月24日，公司主营业务涉及开关电源 产品的研发、生产与销售。主营业务收入构成为：计算机、通信和其他电子设备制造业99.57%，其他 (补充)0.43%。 从基金十大重仓股角度 数据显示，汇安基金旗下1只基金重仓欧陆通。汇安信泰稳健一年持有期混合A（012479）三季度持有 股数500股，占基金净值比例为0.19%，位居第十大重仓股。根据测算，今日浮盈赚取约5370元。 汇安信泰稳健一年持有期混合A（012479）成立日期2021年11月9日，最新规模2389.19万。今年以来收 益1.16%，同类排名7718/81 ...

Core Viewpoint - The stock of Europe Tong fell by 2.03% on November 28, with a current price of 208.18 CNY per share, reflecting a significant increase of 96.83% year-to-date [1] Financial Performance - For the period from January to September 2025, Europe Tong achieved a revenue of 3.387 billion CNY, representing a year-on-year growth of 27.16% [2] - The net profit attributable to shareholders for the same period was 222 million CNY, showing a year-on-year increase of 41.53% [2] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 25.48% to 21,600, while the average number of circulating shares per person decreased by 18.27% to 5,097 shares [2] - The company has distributed a total of 229 million CNY in dividends since its A-share listing, with 183 million CNY distributed over the past three years [3] Stock Market Activity - The stock has seen significant trading activity, with a net outflow of 10.648 million CNY in principal funds on November 28, 2023 [1] - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent occurrence on August 15 [1] Company Overview - Europe Tong, established on May 29, 1996, and listed on August 24, 2020, is based in Shenzhen, Guangdong Province, specializing in the research, production, and sales of switch power supply products [1] - The company's main business revenue composition is 99.57% from the manufacturing of computers, communications, and other electronic devices [1]

Core Viewpoint - The stock of Eurotech has experienced fluctuations, with a year-to-date increase of 88.69% but a recent decline of 1.50% over the last five trading days [1] Group 1: Stock Performance - As of November 11, Eurotech's stock price was 199.58 CNY per share, with a market capitalization of 21.925 billion CNY [1] - The stock has seen a trading volume of 2.38 billion CNY and a turnover rate of 1.07% [1] - Year-to-date, the stock has increased by 88.69%, with a 5-day decline of 1.50%, a 20-day increase of 5.67%, and a 60-day increase of 22.48% [1] Group 2: Company Overview - Eurotech, established on May 29, 1996, and listed on August 24, 2020, is based in Shenzhen, Guangdong Province, and specializes in the research, production, and sales of switch power supply products [2] - The company's main business revenue comes from the manufacturing of computers, communications, and other electronic devices, accounting for 99.57% of total revenue [2] - Eurotech is categorized under the power equipment industry, specifically in other power supply devices [2] Group 3: Financial Performance - For the period from January to September 2025, Eurotech reported a revenue of 3.387 billion CNY, reflecting a year-on-year growth of 27.16% [2] - The net profit attributable to shareholders for the same period was 222 million CNY, representing a year-on-year increase of 41.53% [2] Group 4: Shareholder Information - As of September 30, 2025, Eurotech had 21,600 shareholders, an increase of 25.48% from the previous period [2] - The average number of circulating shares per shareholder was 5,097, a decrease of 18.27% [2] - The top ten circulating shareholders include significant increases in holdings by Hong Kong Central Clearing Limited and Guotou Ruijin New Energy Mixed A [3]

Group 1 - The stock of Oulutong fell by 5.03% on October 31, closing at 196.02 CNY per share, with a trading volume of 623 million CNY and a turnover rate of 2.83%, resulting in a total market capitalization of 21.534 billion CNY [1] - Oulutong, established on May 29, 1996, and listed on August 24, 2020, is primarily engaged in the research, production, and sales of switch power supply products, with 99.57% of its main business revenue coming from the computer, communication, and other electronic equipment manufacturing industry [1] Group 2 - The Qianhai Kaiyuan Value Strategy Fund (005328) holds 13,900 shares of Oulutong, accounting for 5.12% of the fund's net value, making it the tenth largest holding. The estimated floating loss today is approximately 144,300 CNY [2] - The Qianhai Kaiyuan Value Strategy Fund was established on December 22, 2017, with a current scale of 58.5087 million CNY. Year-to-date returns are 22.65%, ranking 2,616 out of 4,216 in its category, while the one-year return is 22.07%, ranking 2,456 out of 3,889. Since inception, the fund has incurred a loss of 13.84% [2]