今年以来巨轮智能已经20次登上龙虎榜，最近一次登上龙虎榜为9月18日，当日龙虎榜净买入2.86亿 元；买入总计6.53亿元 ，占总成交额比11.21%；卖出总计3.66亿元 ，占总成交额比6.29%。 资料显示，巨轮智能装备股份有限公司位于广东省揭东经济开发区5号路中段(广东省揭阳市揭东区人民 大道东侧)，成立日期2001年12月30日，上市日期2004年8月16日，公司主营业务涉及制造和销售汽车子 午线轮胎活络模具、轮胎二半模具及轮胎成型设备等。主营业务收入构成为：机器人及智能装备 40.76%，轮胎模具34.45%，液压式硫化机20.85%，其他3.79%，精密机床0.15%。 10月17日，巨轮智能盘中下跌2.03%，截至13:44，报7.72元/股，成交2.63亿元，换手率1.73%，总市值 169.79亿元。 资金流向方面，主力资金净流出4011.34万元，特大单买入248.28万元，占比0.94%，卖出1858.24万元， 占比7.06%；大单买入2024.43万元，占比7.70%，卖出4425.81万元，占比16.83%。 巨轮智能今年以来股价涨55.33%，近5个交易日跌5.51%，近20日跌 ...

Core Viewpoint - The stock of Giant Wheel Intelligent has experienced a decline of 2.11% on October 16, with a current price of 7.90 CNY per share, reflecting a total market capitalization of 17.375 billion CNY. The company has seen significant fluctuations in its stock price throughout the year, with a year-to-date increase of 58.95% but a recent decline over the past few trading days [1]. Company Overview - Giant Wheel Intelligent Equipment Co., Ltd. was established on December 30, 2001, and went public on August 16, 2004. The company specializes in manufacturing and selling automotive tire molds and related equipment. Its revenue composition includes 40.76% from robotics and intelligent equipment, 34.45% from tire molds, 20.85% from hydraulic vulcanizing machines, and 3.79% from other sources [2]. - The company is classified under the machinery equipment sector, specifically in specialized equipment, and is involved in various concept sectors including tires, cold chain logistics, humanoid robots, industrial mother machines, and venture capital [2]. Financial Performance - For the first half of 2025, Giant Wheel Intelligent reported a revenue of 412 million CNY, representing a year-on-year decrease of 24.69%. The net profit attributable to the parent company was -56.25 million CNY, a significant decline of 1091.40% compared to the previous period [2]. - The company has distributed a total of 317 million CNY in dividends since its A-share listing, with 2.1994 million CNY distributed over the last three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Giant Wheel Intelligent was 390,200, a decrease of 11.19% from the previous period. The average number of circulating shares per person increased by 10.13% to 4,968 shares [2]. - The top shareholders include the Huaxia CSI Robotics ETF, which holds 49.2562 million shares, and the Tianhong CSI Robotics ETF, holding 19.9187 million shares, both of which have increased their holdings compared to the previous period [3].

Core Viewpoint - CITIC Heavy Industries has shown significant trading activity with a notable increase in financing and margin trading, indicating strong investor interest and potential growth in the company's stock performance [1][2]. Financing Activity - On October 15, CITIC Heavy Industries recorded a financing buy amount of 95.59 million yuan, with a net financing purchase of 37.12 million yuan after repayments [1]. - The total financing balance reached 617 million yuan, accounting for 2.34% of the circulating market value, which is above the 90th percentile of the past year, indicating a high level of investor engagement [1]. - The margin trading data shows a short selling of 7,200 shares and a repayment of 12,500 shares, with a margin balance of 10.80 million yuan, also above the 90th percentile of the past year [1]. Company Overview - CITIC Heavy Industries, established on January 26, 2008, and listed on July 6, 2012, specializes in heavy equipment, engineering solutions, robotics, and energy-saving environmental equipment [1]. - The company's revenue composition includes mining and heavy equipment (56.17%), new energy equipment (20.39%), special materials (18.23%), and robotics and intelligent equipment (5.21%) [1]. Financial Performance - For the first half of 2025, CITIC Heavy Industries reported a revenue of 3.981 billion yuan, reflecting a year-on-year growth of 2.35%, and a net profit attributable to shareholders of 203 million yuan, up 6.39% year-on-year [2]. - The company has distributed a total of 1.099 billion yuan in dividends since its A-share listing, with 304 million yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 16.02% to 134,900, while the average circulating shares per person increased by 19.07% to 33,732 shares [2]. - Notable institutional holdings include the Huaxia CSI Robotics ETF and the Southern CSI 500 ETF, which have increased their holdings significantly [3].

Core Viewpoint - The stock of Giant Wheel Intelligent has shown significant volatility, with a year-to-date increase of 61.17%, but recent declines in the short term raise questions about its future performance [1][2]. Group 1: Stock Performance - As of October 15, the stock price of Giant Wheel Intelligent reached 8.01 CNY per share, with a market capitalization of 17.617 billion CNY [1]. - The stock has experienced a net outflow of 6.6292 million CNY in principal funds, with large orders showing mixed buying and selling activity [1]. - The stock has been on the "Dragon and Tiger List" 20 times this year, indicating significant trading activity, with the latest entry on September 18, where net buying reached 286 million CNY [1]. Group 2: Company Overview - Giant Wheel Intelligent, established on December 30, 2001, and listed on August 16, 2004, is located in Guangdong Province and specializes in manufacturing and selling tire molds and related equipment [2]. - The company's revenue composition includes 40.76% from robotics and intelligent equipment, 34.45% from tire molds, and 20.85% from hydraulic vulcanizers [2]. - As of June 30, the number of shareholders decreased to 390,200, while the average circulating shares per person increased by 10.13% [2]. Group 3: Financial Performance - For the first half of 2025, Giant Wheel Intelligent reported a revenue of 412 million CNY, a year-on-year decrease of 24.69%, and a net profit loss of 56.2505 million CNY, a decline of 1091.40% [2]. - The company has distributed a total of 317 million CNY in dividends since its A-share listing, with a cumulative payout of 2.1994 million CNY over the past three years [3]. Group 4: Institutional Holdings - As of June 30, 2025, the second-largest circulating shareholder is the Huaxia CSI Robotics ETF, holding 49.2562 million shares, an increase of 8.7592 million shares from the previous period [3]. - The third-largest shareholder is the Tianhong CSI Robotics ETF, with 19.9187 million shares, also showing an increase [3].

Core Viewpoint - CITIC Heavy Industries experienced a stock price decline of 2.11% on October 15, with a current price of 5.57 CNY per share and a total market capitalization of 25.508 billion CNY [1] Group 1: Stock Performance - Year-to-date, CITIC Heavy Industries' stock price has increased by 33.54%, with a 3.53% rise over the last five trading days, 5.89% over the last twenty days, and 27.14% over the last sixty days [1] - The company has appeared on the "龙虎榜" (a list of stocks with significant trading activity) five times this year, with the most recent appearance on March 31 [1] Group 2: Financial Performance - For the first half of 2025, CITIC Heavy Industries reported a revenue of 3.981 billion CNY, representing a year-on-year growth of 2.35%, and a net profit attributable to shareholders of 203 million CNY, which is a 6.39% increase compared to the previous year [2] - Since its A-share listing, the company has distributed a total of 1.099 billion CNY in dividends, with 304 million CNY distributed over the last three years [3] Group 3: Shareholder Information - As of June 30, 2025, CITIC Heavy Industries had 134,900 shareholders, a decrease of 16.02% from the previous period, with an average of 33,732 circulating shares per shareholder, an increase of 19.07% [2] - The top ten circulating shareholders include notable entities such as 华夏中证机器人ETF and 南方中证500ETF, with respective holdings of 41.0096 million shares and 27.1251 million shares, both showing increases from the previous period [3]

Core Viewpoint - CITIC Heavy Industries has shown significant stock performance with a year-to-date increase of 39.30%, reflecting strong market interest and trading activity [1][2]. Group 1: Stock Performance - On October 10, CITIC Heavy Industries' stock rose by 2.11%, reaching 5.81 CNY per share, with a trading volume of 171 million CNY and a turnover rate of 0.66%, resulting in a total market capitalization of 26.607 billion CNY [1]. - The stock has experienced a 10.04% increase over the last five trading days, a 14.60% increase over the last 20 days, and a 32.02% increase over the last 60 days [1]. - The company has appeared on the trading leaderboard five times this year, with the most recent occurrence on March 31 [1]. Group 2: Financial Performance - For the first half of 2025, CITIC Heavy Industries reported a revenue of 3.981 billion CNY, representing a year-on-year growth of 2.35%, and a net profit attributable to shareholders of 203 million CNY, which is a 6.39% increase compared to the previous year [2]. - The company has distributed a total of 1.099 billion CNY in dividends since its A-share listing, with 304 million CNY distributed over the last three years [3]. Group 3: Shareholder Information - As of June 30, 2025, CITIC Heavy Industries had 134,900 shareholders, a decrease of 16.02% from the previous period, with an average of 33,732 circulating shares per shareholder, which is an increase of 19.07% [2]. - The top ten circulating shareholders include notable ETFs, with the Huaxia CSI Robotics ETF holding 41.096 million shares, an increase of 7.51 million shares from the previous period [3].

10月9日，巨轮智能盘中上涨2.07%，截至13:33，报8.40元/股，成交5.32亿元，换手率3.33%，总市值 184.75亿元。 今年以来巨轮智能已经20次登上龙虎榜，最近一次登上龙虎榜为9月18日，当日龙虎榜净买入2.86亿 元；买入总计6.53亿元 ，占总成交额比11.21%；卖出总计3.66亿元 ，占总成交额比6.29%。 资料显示，巨轮智能装备股份有限公司位于广东省揭东经济开发区5号路中段(广东省揭阳市揭东区人民 大道东侧)，成立日期2001年12月30日，上市日期2004年8月16日，公司主营业务涉及制造和销售汽车子 午线轮胎活络模具、轮胎二半模具及轮胎成型设备等。主营业务收入构成为：机器人及智能装备 40.76%，轮胎模具34.45%，液压式硫化机20.85%，其他3.79%，精密机床0.15%。 巨轮智能所属申万行业为：机械设备-专用设备-其他专用设备。所属概念板块包括：轮胎、人形机器 人、工业母机、冷链物流、创投等。 分红方面，巨轮智能A股上市后累计派现3.17亿元。近三年，累计派现219.94万元。 资金流向方面，主力资金净流出1758.34万元，特大单买入2853.31万元，占比5 ...

截至6月30日，精工科技股东户数5.94万，较上期增加27.92%；人均流通股8751股，较上期减少 10.72%。2025年1月-6月，精工科技实现营业收入10.61亿元，同比增长10.31%；归母净利润1.13亿元， 同比增长15.55%。 资料显示，浙江精工集成科技股份有限公司位于浙江省绍兴市柯桥区鉴湖路1809号，成立日期2000年9 月10日，上市日期2004年6月25日，公司主营业务涉及碳纤维及复合材料装备、机器人及智能装备、太 阳能光伏专用装备、新型建筑节能专用设备、轻纺专用设备等高新技术产品的研制开发、生产销售和技 术服务以及精密制造加工业务和军民融合项目开发。主营业务收入构成为：碳纤维装备59.31%，轻纺 专用设备17.38%，建筑建材专用设备10.11%，聚酯循环再生装备5.75%，部件及精密加工4.18%，其他 3.26%。 精工科技所属申万行业为：机械设备-专用设备-其他专用设备。所属概念板块包括：3D打印、机器人概 念、人形机器人、充电桩、传感器等。 9月26日，精工科技盘中下跌2.04%，截至13:07，报22.12元/股，成交3.30亿元，换手率2.85%，总市值 114.98 ...

证券之星消息，2025年9月24日长盈精密（300115）发布公告称广发基金张毅 王丽媛 李雅哲 杜威、融通基金 任涛、博时基金程沅、安信基金珏娜、和沣资产李进、如是基金肖肖、国泰海通肖群稀于2025年9月23日调研 我司。 具体内容如下： 目前公司已形成消费电子和新能源双支柱+人工智能的发展格局。问：答环节： 答：问环节 问：上半年归母净利润较去年同期有所下滑，具体是什么原因？ 答：2024 年一季度我们处置了一个子公司一部分的股权，产生了非经常性收益约 1.8 亿元，相关情况去年一 季度也都有公告。大家看公司今年的业绩情况时，扣非净利润更能反映公司的经营情况。今年上半年扣非净 利润较去年同期增长超过 30%，公司的盈利能力还是在进一步恢复的。 问：上半年公司研发费用增长比较快，是什么原因？ 答：主要是消费类电子的大客户有个比较重要的项目预计在今年四季度开始进入量产，上半年需要为这个项 目做量产准备。另外，I 眼镜类的产品市场需求增长较快，公司也拓展了应用在此类终端上的产品种类，上半 年除了供应结构件外，还为北美 I 眼镜客户提供电池钢壳、塑胶橡胶类产品。 问：公司在海外有生产基地吗？ 首先，公司董事会秘书 ...

Company Overview - Jiu Lun Intelligent Equipment Co., Ltd. is located in Guangdong Province and was established on December 30, 2001, with its listing date on August 16, 2004 [2] - The company's main business includes manufacturing and selling automotive tire molds, tire half molds, and tire forming equipment [2] - The revenue composition is as follows: Robotics and Intelligent Equipment 40.76%, Tire Molds 34.45%, Hydraulic Vulcanizing Machines 20.85%, Others 3.79%, Precision Machine Tools 0.15% [2] Financial Performance - For the first half of 2025, the company reported revenue of 412 million yuan, a year-on-year decrease of 24.69% [2] - The net profit attributable to shareholders was -56.25 million yuan, a year-on-year decrease of 1091.40% [2] - Cumulative cash dividends since the A-share listing amount to 317 million yuan, with 2.19 million yuan distributed in the last three years [2] Stock Performance - On September 18, the stock price increased by 2.21%, reaching 9.25 yuan per share, with a total market capitalization of 20.34 billion yuan [1] - Year-to-date, the stock has risen by 86.12%, with a 4.99% increase over the last five trading days, 10.91% over the last 20 days, and 13.64% over the last 60 days [1] - The stock has appeared on the "Dragon and Tiger List" 19 times this year, with the most recent appearance on September 3, where it recorded a net buy of -268 million yuan [1] Shareholder Structure - As of June 30, 2025, the top ten circulating shareholders include Huaxia CSI Robotics ETF as the second-largest shareholder with 49.26 million shares, an increase of 8.76 million shares from the previous period [3] - Tianhong CSI Robotics ETF ranks third with 19.92 million shares, an increase of 3.68 million shares [3] - Hong Kong Central Clearing Limited is the fifth-largest shareholder with 8.45 million shares, a decrease of 1.49 million shares [3]