今年以来北特科技已经1次登上龙虎榜，最近一次登上龙虎榜为1月10日。 12月29日，北特科技盘中上涨2.02%，截至10:24，报44.01元/股，成交1.91亿元，换手率1.30%，总市值 148.99亿元。 资金流向方面，主力资金净流入1308.64万元，特大单买入1152.82万元，占比6.05%，卖出833.05万元， 占比4.37%；大单买入5838.57万元，占比30.64%，卖出4849.70万元，占比25.45%。 北特科技今年以来股价涨12.86%，近5个交易日涨5.39%，近20日涨6.00%，近60日跌21.07%。 责任编辑：小浪快报 资料显示，上海北特科技集团股份有限公司位于上海市嘉定区华亭镇华业路666号，成立日期2002年6月 21日，上市日期2014年7月18日，公司主营业务涉及汽车空调压缩机的研发、生产与销售。主营业务收 入构成为：底盘零部件业务64.16%，空调压缩机业务27.53%，铝合金轻量化业务8.31%。 分红方面，北特科技A股上市后累计派现1.88亿元。近三年，累计派现6392.14万元。 机构持仓方面，截止2025年9月30日，北特科技十大流通股东中，永赢先进制 ...

北特科技所属申万行业为：汽车-汽车零部件-底盘与发动机系统。所属概念板块包括：汽车热管理、人 形机器人、丝杠、汽车零部件、机器人概念等。 截至11月20日，北特科技股东户数3.57万，较上期增加9.62%；人均流通股9484股，较上期减少8.77%。 2025年1月-9月，北特科技实现营业收入17.12亿元，同比增长17.50%；归母净利润9266.98万元，同比增 长52.39%。 分红方面，北特科技A股上市后累计派现1.88亿元。近三年，累计派现6392.14万元。 机构持仓方面，截止2025年9月30日，北特科技十大流通股东中，永赢先进制造智选混合发起A （018124）位居第三大流通股东，持股1633.99万股，相比上期减少41.61万股。鹏华碳中和主题混合A （016530）位居第四大流通股东，持股889.24万股，相比上期减少97.37万股。香港中央结算有限公司位 居第五大流通股东，持股749.34万股，为新进股东。中欧时代先锋股票A（001938）位居第九大流通股 东，持股290.24万股，为新进股东。景顺长城稳健回报混合A类（001194）位居第十大流通股东，持股 265.80万股，为新进股东 ...

Group 1 - On November 20, Beite Technology's stock fell by 1.73%, with a trading volume of 168 million yuan. The margin trading data showed a financing purchase amount of 6.79 million yuan and a financing repayment of 11.59 million yuan, resulting in a net financing outflow of 4.80 million yuan. As of November 20, the total margin trading balance was 517 million yuan [1] - The financing balance of Beite Technology was 517 million yuan, accounting for 3.78% of the circulating market value. On the same day, there were no shares repaid in the securities lending, with 5,600 shares sold short, amounting to 226,200 yuan at the closing price [1] - Beite Technology, established on June 21, 2002, and listed on July 18, 2014, specializes in the research, production, and sales of automotive air conditioning compressors. The revenue composition includes 64.16% from chassis components, 27.53% from air conditioning compressors, and 8.31% from aluminum alloy lightweight business [1] Group 2 - As of October 31, the number of shareholders of Beite Technology was 32,600, a decrease of 0.94% from the previous period. The average circulating shares per person increased by 0.95% to 10,396 shares [2] - For the period from January to September 2025, Beite Technology achieved an operating income of 1.712 billion yuan, representing a year-on-year growth of 17.50%. The net profit attributable to the parent company was 92.67 million yuan, with a year-on-year increase of 52.39% [2] Group 3 - Beite Technology has distributed a total of 188 million yuan in dividends since its A-share listing, with 63.92 million yuan distributed in the past three years [3] - As of September 30, 2025, among the top ten circulating shareholders, Yongying Advanced Manufacturing Smart Selection Mixed Fund (018124) held 16.34 million shares, a decrease of 416,100 shares from the previous period. Penghua Carbon Neutral Theme Mixed Fund (016530) held 8.89 million shares, down by 973,700 shares. New shareholders include Hong Kong Central Clearing Limited with 7.49 million shares, and several other funds have entered the top ten circulating shareholders list [3]

Group 1 - The core viewpoint of the news is that Autokafa's stock has experienced fluctuations, with a recent decline of 2.15% and a total market capitalization of 10.598 billion yuan [1] - As of October 31, the number of shareholders for Autokafa is 135,400, a decrease of 2.10% from the previous period, while the average circulating shares per person increased by 2.83% to 24,114 shares [2] - For the period from January to September 2025, Autokafa achieved operating revenue of 6 billion yuan, representing a year-on-year growth of 6.50%, and a net profit attributable to shareholders of 113 million yuan, up 22.46% year-on-year [2] Group 2 - Autokafa's main business involves the production and sales of automotive air conditioning compressors, contributing 52.40% to its revenue, while automotive air conditioning systems and energy storage battery thermal management equipment account for 47.60% [1] - The company has distributed a total of 217 million yuan in dividends since its A-share listing, with cumulative distributions of 37.8275 million yuan over the past three years [3] - As of September 30, 2025, Hong Kong Central Clearing Limited is the seventh largest circulating shareholder, holding 35.432 million shares, an increase of 4.921 million shares from the previous period [3]

Group 1 - APEC serves as a significant platform for trade and investment liberalization in the Asia-Pacific region, with Zhejiang's import and export value to APEC economies reaching 2.02 trillion yuan, a year-on-year increase of 3.8% [1] - The AEO certification system has become a key factor for companies to expand their markets, with private enterprises playing a crucial role in foreign trade [2][4] - Zhejiang's exports of electromechanical products to APEC economies amounted to 654.68 billion yuan, growing by 4.0%, and accounting for 45.6% of total exports to APEC [4] Group 2 - Zhejiang's private enterprises contributed significantly to trade growth, with imports and exports to APEC economies reaching 1.6 trillion yuan, a 4.8% increase, representing 78.9% of the total trade value [4] - The trade structure with APEC economies has been optimized, with notable growth in exports of automotive parts and high-tech products [4][5] - Trade with emerging markets such as Singapore and Brunei saw substantial growth, with increases of 43.3% and 78.9% respectively [5]

Core Viewpoint - Beite Technology's stock has shown a mixed performance in recent trading, with a year-to-date increase of 21.53% but a decline of 14.06% over the past 20 days [1][2]. Financial Performance - For the period from January to September 2025, Beite Technology reported a revenue of 1.712 billion yuan, representing a year-on-year growth of 17.50% [2]. - The net profit attributable to shareholders for the same period was 92.67 million yuan, reflecting a significant year-on-year increase of 52.39% [2]. Shareholder Information - As of September 30, 2025, the number of shareholders for Beite Technology was 32,900, a decrease of 13.70% from the previous period [2]. - The average number of circulating shares per shareholder increased by 15.88% to 10,298 shares [2]. Dividend Distribution - Since its A-share listing, Beite Technology has distributed a total of 188 million yuan in dividends, with 63.92 million yuan distributed over the last three years [3]. Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders included notable funds such as Yongying Advanced Manufacturing and Penghua Carbon Neutrality, with some shareholders reducing their stakes [3].

Core Viewpoint - Beite Technology's stock price has shown volatility, with a year-to-date increase of 22.71% but a recent decline of 3.14% over the last five trading days and 14.89% over the last twenty days [2] Group 1: Stock Performance - As of November 4, Beite Technology's stock price was 47.85 CNY per share, with a market capitalization of 16.198 billion CNY [1] - The stock experienced a net outflow of 7.0133 million CNY in principal funds, with significant selling pressure [1] - Year-to-date, the stock has been on the leaderboard once, with the last occurrence on January 10 [2] Group 2: Company Overview - Beite Technology, established on June 21, 2002, and listed on July 18, 2014, specializes in the research, production, and sales of automotive air conditioning compressors [2] - The company's revenue composition includes 64.16% from chassis components, 27.53% from air conditioning compressors, and 8.31% from aluminum alloy lightweighting [2] - The company operates within the automotive industry, specifically in the automotive parts sector [2] Group 3: Financial Performance - For the period from January to September 2025, Beite Technology reported revenue of 1.712 billion CNY, reflecting a year-on-year growth of 17.50% [2] - The net profit attributable to shareholders was 92.6698 million CNY, marking a significant year-on-year increase of 52.39% [2] Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders was 32,900, a decrease of 13.70% from the previous period [2] - The average number of circulating shares per shareholder increased by 15.88% to 10,298 shares [2] - The top ten circulating shareholders include notable funds, with some experiencing reductions in holdings, while new shareholders have entered the list [3]

Core Insights - The company, Aotega, is a significant player in the global automotive air conditioning compressor sector, established in June 2002 and listed on the Shenzhen Stock Exchange in May 2008 [1] Group 1: Business Performance - In Q3 2025, Aotega reported a revenue of 6 billion yuan, ranking 5th among 36 companies in the industry, with the top competitor, Yujing Electronics, generating 45.844 billion yuan [2] - The net profit for the same period was 112 million yuan, placing Aotega 20th in the industry, while the leading company reported a net profit of 1.363 billion yuan [2] Group 2: Financial Ratios - Aotega's debt-to-asset ratio stood at 49.19% in Q3 2025, above the industry average of 44.11%, but down from 54.65% in the previous year [3] - The gross profit margin was 12.73%, lower than the industry average of 19.46%, although it improved from 11.85% in the same period last year [3] Group 3: Leadership - The chairman, Wang Zhenkun, has over 30 years of experience in engineering and investment, appointed as a director in October 2023 and transitioning to a non-executive director in April 2024 [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 6.35% to 146,100, with an average holding of 22,200 circulating A-shares, which decreased by 5.97% [5]

Core Insights - North Special Technology Co., Ltd. experienced a slight increase in stock price by 0.40% on October 29, with a trading volume of 409 million yuan [1] - The company reported a net financing outflow of 642,600 yuan on the same day, with a total financing and securities balance of 579 million yuan [1] - As of September 30, 2025, the company achieved a revenue of 1.712 billion yuan, marking a year-on-year growth of 17.50%, and a net profit of 92.67 million yuan, reflecting a 52.39% increase [2] Financing and Trading Data - On October 29, North Special Technology had a financing buy-in amount of 41.02 million yuan, with a current financing balance of 578 million yuan, accounting for 3.44% of the circulating market value [1] - The company had no short-selling activity on October 29, with a short-selling balance of 768,800 yuan and a remaining short-selling volume of 15,500 shares [1] Shareholder and Dividend Information - As of September 30, 2025, the number of shareholders decreased by 13.70% to 32,900, while the average circulating shares per person increased by 15.88% to 10,298 shares [2] - The company has distributed a total of 188 million yuan in dividends since its A-share listing, with 63.92 million yuan distributed over the past three years [2] - Notable changes in institutional holdings include a decrease in shares held by major shareholders, with new entries from Hong Kong Central Clearing Limited and other funds [2]

Core Insights - On October 22, Beite Technology's stock increased by 0.34%, with a trading volume of 315 million yuan [1] - The company experienced a net financing outflow of 579.63 million yuan on the same day, with a total financing and securities balance of 599 million yuan [1] Financing Summary - On October 22, Beite Technology had a financing purchase amount of 35.57 million yuan, with a current financing balance of 599 million yuan, accounting for 3.72% of the circulating market value [1] - The company repaid 1,000 shares of securities and sold 1,400 shares, with a selling amount of 66,600 yuan based on the closing price [1] Business Overview - Beite Technology, established on June 21, 2002, and listed on July 18, 2014, is located in Jiading District, Shanghai [1] - The company's main business involves the research, production, and sales of automotive air conditioning compressors, with revenue composition as follows: chassis components 64.16%, air conditioning compressors 27.53%, and aluminum alloy lightweighting 8.31% [1] Financial Performance - As of June 30, the number of shareholders for Beite Technology was 38,100, a decrease of 15.84% from the previous period, while the average circulating shares per person increased by 18.82% to 8,887 shares [2] - For the first half of 2025, the company achieved operating revenue of 1.113 billion yuan, a year-on-year increase of 14.71%, and a net profit attributable to shareholders of 55 million yuan, up 45.14% year-on-year [2] Dividend Information - Since its A-share listing, Beite Technology has distributed a total of 188 million yuan in dividends, with 63.92 million yuan distributed over the past three years [2] Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders included Yongying Advanced Manufacturing Mixed Fund, which increased its holdings by 2.43 million shares to 16.76 million shares, and Penghua Carbon Neutral Theme Mixed Fund, which increased its holdings by 672,310 shares to 9.87 million shares [2]