9月29日，开创电气涨5.12%，截至发稿，报56.65元/股，成交6990.78万元，换手率2.67%，总市值58.92 亿元。 资料显示，浙江开创电气股份有限公司位于浙江省金华市婺城区龙乾南街1158号，成立日期2015年12月 28日，上市日期2023年6月19日，公司主营业务涉及手持式电动工具整机及核心零部件的研发、设计、 生产、销售及贸易,是一家专业的电动工具制造商。主营业务收入构成为：电动工具99.46%，其他业务 0.54%。 从开创电气十大流通股东角度 数据显示，诺安基金旗下1只基金位居开创电气十大流通股东。诺安多策略混合A（320016）二季度新 进十大流通股东，持有股数42.04万股，占流通股的比例为0.88%。根据测算，今日浮盈赚取约116.03万 元。 诺安多策略混合A（320016）基金经理为孔宪政、王海畅。 截至发稿，孔宪政累计任职时间4年308天，现任基金资产总规模46.07亿元，任职期间最佳基金回报 72.66%， 任职期间最差基金回报-16.74%。 王海畅累计任职时间3年70天，现任基金资产总规模25.29亿元，任职期间最佳基金回报60.5%， 任职期 间最差基金回报-18 ...

(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 来源：新浪证券-红岸工作室 9月26日，开创电气跌5.46%，成交额1.26亿元，换手率4.77%，总市值56.05亿元。 异动分析 锂电池概念+专精特新+人民币贬值受益+跨境电商 1、据2024年5月8日互动易：2023 年公司开发锂电新产品 20 款，受到博世、Harbor Freight Tools 等客户 的认可。公司目前锂电产品的销售占比，不到总销售收入的 10%，还有很大的提升空间。谢谢！ 2、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部国家级专 精特新小巨人企业名单。 3、根据2024年年报，公司海外营收占比为91.85%，受益于人民币贬值。 4、根据2025年7月4日互动易：公司于2018年开始布局电商业务。先后在金华、杭州、深圳成立跨境电 商公司，通过亚马逊及其他电商平台推广及销售公司 ...

从开创电气十大流通股东角度 数据显示，诺安基金旗下1只基金位居开创电气十大流通股东。诺安多策略混合A（320016）二季度新 进十大流通股东，持有股数42.04万股，占流通股的比例为0.88%。根据测算，今日浮亏损失约119.81万 元。 诺安多策略混合A（320016）成立日期2011年8月9日，最新规模13.99亿。今年以来收益57.56%，同类 排名801/8171；近一年收益106.73%，同类排名422/8004；成立以来收益204.1%。 诺安多策略混合A（320016）基金经理为孔宪政、王海畅。 截至发稿，孔宪政累计任职时间4年305天，现任基金资产总规模46.07亿元，任职期间最佳基金回报 71.81%， 任职期间最差基金回报-16.74%。 9月26日，开创电气跌5%，截至发稿，报54.15元/股，成交8710.38万元，换手率3.28%，总市值56.32亿 元。 资料显示，浙江开创电气股份有限公司位于浙江省金华市婺城区龙乾南街1158号，成立日期2015年12月 28日，上市日期2023年6月19日，公司主营业务涉及手持式电动工具整机及核心零部件的研发、设计、 生产、销售及贸易,是一家专业 ...

Group 1 - The core viewpoint of the news is that Kaichuang Electric has experienced a decline in stock price and significant changes in financing activities, indicating potential liquidity issues and investor sentiment concerns [1][2]. - As of September 23, Kaichuang Electric's stock price fell by 1.54%, with a trading volume of 124 million yuan. The net financing amount was -4.63 million yuan, indicating more repayments than new purchases [1]. - The total financing and securities balance for Kaichuang Electric reached 91.39 million yuan, accounting for 3.25% of its market capitalization, which is above the 90th percentile of the past year, suggesting a high level of financing activity [1]. Group 2 - As of September 19, the number of shareholders for Kaichuang Electric decreased by 27.34% to 6,101, while the average circulating shares per person increased by 37.63% to 7,841 shares [2]. - For the first half of 2025, Kaichuang Electric reported a revenue of 290 million yuan, a year-on-year decrease of 16.62%, and a net profit attributable to shareholders of -15.42 million yuan, a significant decline of 143.84% [2]. - Since its A-share listing, Kaichuang Electric has distributed a total of 67.12 million yuan in dividends [3].

Core Viewpoint - Giant Star Technology has shown a stable performance in terms of stock trading and financial results, with a slight increase in stock price and positive growth in revenue and net profit for the first half of 2025 [1][2]. Group 1: Stock Performance - On September 17, Giant Star Technology's stock rose by 1.67%, with a trading volume of 558 million yuan [1]. - The margin trading data indicates a net buying of 8.24 million yuan on the same day, with a total margin balance of 315 million yuan [1]. - The current margin balance of 303 million yuan accounts for 0.75% of the circulating market value, which is below the 30th percentile level over the past year, indicating a low position [1]. Group 2: Financial Performance - For the first half of 2025, Giant Star Technology achieved a revenue of 7.03 billion yuan, representing a year-on-year growth of 4.87% [2]. - The net profit attributable to shareholders for the same period was 1.27 billion yuan, reflecting a year-on-year increase of 6.63% [2]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Giant Star Technology increased to 48,600, marking a 10% rise compared to the previous period [2]. - The average number of circulating shares per shareholder decreased by 8.79% to 23,618 shares [2]. - Cumulatively, the company has distributed 2.23 billion yuan in dividends since its A-share listing, with 1.12 billion yuan distributed in the last three years [3].

证券代码：301448 证券简称：开创电气 公司也积极布局跨境电商业务，2024 年公司对电商板块进 行改革，引进电商中台人才，组建电商中台团队，负责对各电 商子公司支持和监管，2025 年上半年，公司线上销售额同比增 长 28.68%，已取得初步成果，争取未来跨境电商业务再上一个 新台阶。 在市场拓展方面，公司积极响应"一带一路"倡议，聚焦 新兴市场发展潜力，加速布局"一带一路"国家等新兴市场， 同时，公司成立了全资子公司浙江传旗贸易有限公司，专注于 国内市场开发，引进了具有国内市场开发经验的人才，组建了 销售团队。 二、公司越南生产基地目标产能是多少？是否能完全覆盖 美国需求？ 越南生产基地目前建设的是一期项目，对应产能年产 80 万台手持式电动工具，暂不能全部覆盖对美客户订单，后续将 根据公司实际情况启动二期建设。 三、公司锂电电动工具毛利率多少？公司对年产 200 万台 锂电电动工具生产项目预期是怎样的？ 浙江开创电气股份有限公司 投资者关系活动记录表 编号：2025-009 投资者关系 活动类别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 ☑ 其他： ...

Core Viewpoint - The company, Zhejiang Kaichuang Electric Co., Ltd., is experiencing fluctuations in stock performance and is focusing on expanding its lithium battery product line and e-commerce business to enhance revenue growth. Group 1: Company Performance - On September 4, the company's stock fell by 1.17%, with a trading volume of 110 million yuan and a turnover rate of 5.17%, resulting in a total market capitalization of 4.579 billion yuan [1] - For the first half of 2025, the company reported a revenue of 290 million yuan, a year-on-year decrease of 16.62%, and a net profit attributable to shareholders of -15.4238 million yuan, a year-on-year decrease of 143.84% [7] - The company has distributed a total of 67.12 million yuan in dividends since its A-share listing [8] Group 2: Product Development and Market Position - In 2023, the company developed 20 new lithium battery products, gaining recognition from clients such as Bosch and Harbor Freight Tools, with lithium battery sales currently accounting for less than 10% of total revenue, indicating significant growth potential [2] - The company has been recognized as a "specialized and innovative" small giant enterprise, which is a prestigious title for small and medium-sized enterprises in China, highlighting its strong market position and innovation capabilities [2] Group 3: Revenue Sources and E-commerce Growth - As of the 2024 annual report, overseas revenue accounted for 91.85% of total revenue, benefiting from the depreciation of the RMB [3] - The company has been expanding its e-commerce business since 2018, establishing cross-border e-commerce companies in Jinhua, Hangzhou, and Shenzhen, with online sales revenue increasing by 58.64% year-on-year in 2024 [3] Group 4: Shareholder and Market Activity - As of August 29, the number of shareholders in the company was 5,933, a decrease of 5.31% from the previous period, while the average circulating shares per person increased by 5.61% [7] - The main capital inflow for the company today was 8.5341 million yuan, accounting for 0.08% of the total, with the industry ranking at 15 out of 243 [4][5]

Core Viewpoint - The company, Zhejiang Kaichuang Electric Co., Ltd., is experiencing growth in its electric tool sales, particularly in lithium battery products, and is benefiting from the depreciation of the RMB and its expansion into cross-border e-commerce [2][3]. Group 1: Company Performance - As of August 29, the company's total market capitalization is 4.633 billion yuan, with a trading volume of 1.09 billion yuan and a turnover rate of 5.12% [1]. - The company reported a revenue of 290 million yuan for the first half of 2025, a year-on-year decrease of 16.62%, and a net profit attributable to shareholders of -15.42 million yuan, a decrease of 143.84% [7]. - The company has developed 20 new lithium battery products in 2023, with sales from lithium products currently accounting for less than 10% of total revenue, indicating significant growth potential [2]. Group 2: Market Position and Recognition - The company has been recognized as a "specialized and innovative" small giant enterprise, which is a prestigious title for small and medium-sized enterprises in China, highlighting its strong market position and innovation capabilities [2]. - The company’s overseas revenue accounted for 91.85% of total revenue, benefiting from the depreciation of the RMB [3]. Group 3: Sales and E-commerce Strategy - The company has been expanding its e-commerce business since 2018, establishing cross-border e-commerce companies in Jinhua, Hangzhou, and Shenzhen, and has seen a 58.64% year-on-year increase in online sales revenue in 2024 [3]. - The main business revenue composition includes cutting tools (49.97%), grinding tools (27.62%), drilling and fastening tools (11.44%), and accessories and other tools (10.20%) [7]. Group 4: Shareholder and Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders include a new institutional investor, Noan Multi-Strategy Mixed A, holding 420,400 shares [9]. - The number of shareholders decreased by 5.31% to 5,933, while the average circulating shares per person increased by 5.61% [7].

Core Viewpoint - The company, Zhejiang Kaichuang Electric Co., Ltd., has shown significant growth potential due to its focus on specialized markets, benefiting from the depreciation of the RMB, and its involvement in the lithium battery and cross-border e-commerce sectors [2][3]. Group 1: Company Overview - Zhejiang Kaichuang Electric Co., Ltd. was established on December 28, 2015, and went public on June 19, 2023. The company specializes in the research, design, production, sales, and trade of handheld electric tools and core components [7]. - The company's main business revenue composition includes cutting tools (49.97%), grinding tools (27.62%), drilling and fastening tools (11.44%), accessories and other tools (10.20%), and waste and others (0.77%) [7]. - As of August 20, the number of shareholders in Kaichuang Electric was 6,266, a decrease of 8.22% from the previous period, while the average circulating shares per person increased by 8.95% [7]. Group 2: Financial Performance - For the first half of 2025, Kaichuang Electric reported a revenue of 290 million yuan, a year-on-year decrease of 16.62%, and a net profit attributable to shareholders of -15.42 million yuan, a year-on-year decrease of 143.84% [7]. - The company has distributed a total of 67.12 million yuan in dividends since its A-share listing [8]. Group 3: Market Position and Trends - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title in China for small and medium-sized enterprises that excel in niche markets and innovation [2]. - As of the 2024 annual report, overseas revenue accounted for 91.85% of the company's total revenue, benefiting from the depreciation of the RMB [3]. - The company has developed 20 new lithium battery products in 2023, gaining recognition from clients such as Bosch and Harbor Freight Tools, indicating significant growth potential in this segment [3]. Group 4: Investment and Trading Insights - The stock price of Kaichuang Electric increased by 3.92% on August 28, with a trading volume of 163 million yuan and a turnover rate of 8.94%, leading to a total market capitalization of 4.14 billion yuan [1]. - The average trading cost of the stock is 34.09 yuan, with the current price fluctuating between a resistance level of 44.07 yuan and a support level of 36.00 yuan, suggesting potential for short-term trading strategies [6].

Core Viewpoint - The company, Zhejiang Kaichuang Electric Co., Ltd., has shown significant growth potential through its focus on specialized markets, benefiting from the depreciation of the RMB, and expanding its lithium battery product line and cross-border e-commerce operations [2][3]. Group 1: Company Overview - Zhejiang Kaichuang Electric Co., Ltd. was established on December 28, 2015, and went public on June 19, 2023. The company specializes in the research, design, production, sales, and trade of handheld electric tools [7]. - The company's main business revenue composition includes cutting tools (49.97%), grinding tools (27.62%), drilling and fastening tools (11.44%), accessories and other tools (10.20%), and waste and others (0.77%) [7]. - As of August 20, the number of shareholders is 6,266, a decrease of 8.22% from the previous period, while the average circulating shares per person increased by 8.95% [7]. Group 2: Financial Performance - For the first quarter of 2025, the company achieved operating revenue of 154 million yuan, a year-on-year decrease of 6.68%, and a net profit attributable to the parent company of 2.29 million yuan, down 87.47% year-on-year [7]. - The company has distributed a total of 67.12 million yuan in dividends since its A-share listing [8]. Group 3: Market Position and Trends - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title in China's SME evaluation, indicating strong innovation capabilities and market share [2]. - The company’s overseas revenue accounted for 91.85% of total revenue, benefiting from the depreciation of the RMB [3]. - The company has developed 20 new lithium battery products in 2023, gaining recognition from clients such as Bosch and Harbor Freight Tools, indicating potential for growth in this segment [3]. Group 4: E-commerce Development - Since 2018, the company has been expanding its e-commerce business, establishing cross-border e-commerce companies in Jinhua, Hangzhou, and Shenzhen, and promoting its self-branded electric tools through platforms like Amazon [3]. - Online sales revenue increased by 58.64% year-on-year in 2024, highlighting the success of its e-commerce strategy [3]. Group 5: Stock Performance - On August 22, the stock price increased by 2.35%, with a trading volume of 144 million yuan and a turnover rate of 7.97%, bringing the total market capitalization to 3.98 billion yuan [1]. - The average trading cost of the stock is 31.01 yuan, with the stock currently near a resistance level of 38.70 yuan, suggesting potential for upward movement if this level is surpassed [6].