每经头条（nbdtoutiao）——处方药变"瘾品"：国内首次报告普瑞巴林滥用致成瘾病例，网络平台暴 露"无病历可购药"漏洞，列管与否尚需科学考量 （记者 王瀚黎） 每经AI快讯，英华特（SZ 301272，收盘价：42.91元）12月9日晚间发布公告称，公司第二届第二十次 董事会会议于2025年12月9日在公司会议室以现场与通讯相结合的方式召开。会议审议了《关于开展外 汇套期保值业务的议案》等文件。 2024年1至12月份，英华特的营业收入构成为：涡旋压缩机行业占比99.91%，其他业务占比0.09%。 截至发稿，英华特市值为25亿元。 ...

来源：新浪证券-红岸工作室 12月5日，英华特涨1.85%，成交额2417.76万元，换手率1.89%，总市值24.21亿元。 异动分析 专精特新+空气能热泵+汽车热管理+冷链物流+中俄贸易概念 1、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。 2、根据招股说明书：公司主要从事涡旋压缩机的研发、生产和销售，目前产品主要运用于热泵、商用 空调、冷冻冷藏设备等制冷（制热）设备。 3、根据英华特上市招股书以及公司新闻显示。其热泵产品应用于电驱车车用驻车制冷制热。 4、根据公司招股说明书：公司中温冷藏、低温冷冻（带喷气增焓）、低温冷冻（带喷液）产品应用于 冷藏车、冷链物流车辆。 区间今日近3日近5日近10日近20日主力净流入-61.27万-188.67万1.73万-62.41万-818.62万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额390.18万，占总成交 ...

Group 1: Supply Chain Management - The company emphasizes the importance of supply chain resilience as a core strategy to mitigate potential risks from global economic challenges, including supply chain restructuring and raw material price fluctuations [1] - A multi-level response system is in place, focusing on "early prediction, diversified layout, and rapid response" to ensure production continuity and stable profitability [1] Group 2: Innovation in Technology - The company’s scroll compressor technology is increasingly replacing traditional compressor technologies in the electric vehicle market due to its high efficiency, low vibration, and reliability [2] - Current applications of the electric drive vehicle scroll compressor include cooling and heating in stationary environments and thermal management systems for new energy vehicles, with a focus on commercial vehicle applications [2] Group 3: Financial Reporting and Business Outlook - The company will implement new accounting standards starting in 2025, which will affect the structure of its financial statements [2] - Business operations are reported to be stable, with ongoing progress in various sectors, and specific details about the fourth quarter will be disclosed in future reports [2] Group 4: Investor Communication - The company regularly updates investors on operational developments through various channels, including its official website and public accounts, within the scope of disclosure regulations [2] - The recent investor relations activity did not involve any undisclosed significant information [2]

Core Viewpoint - The company Yinghuate experienced a decline of 3.47% in stock price on November 19, with a trading volume of 46.27 million yuan and a total market capitalization of 2.506 billion yuan [1]. Company Overview - Yinghuate specializes in the research, development, production, and sales of scroll compressors, primarily used in heat pumps, commercial air conditioning, and refrigeration equipment [2][3]. - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, indicating its strong market position and innovation capabilities [2]. - Yinghuate's product applications include electric vehicle parking cooling and heating, as well as cold chain logistics vehicles [3]. Financial Performance - For the period from January to September 2025, Yinghuate reported a revenue of 405 million yuan, a year-on-year decrease of 6.05%, and a net profit attributable to shareholders of 20.07 million yuan, down 63.29% year-on-year [8]. - The company has distributed a total of 69.40 million yuan in dividends since its A-share listing [9]. Market Dynamics - The company has seen an increase in orders from Russia due to geopolitical factors, and it has also expanded its market presence in India, with these two countries accounting for a significant portion of its export revenue [3]. - The top five export markets in 2022 were Russia, Brazil, India, Slovakia, and the United States, collectively representing 80.16% of the company's foreign sales [3]. Shareholder and Trading Information - As of November 10, 2025, the number of shareholders increased to 6,277, with an average of 4,990 circulating shares per person, a decrease of 1.91% from the previous period [8]. - The average trading cost of the stock is 45.88 yuan, with the current price fluctuating between resistance at 45.37 yuan and support at 40.72 yuan [6].

Group 1: Company Performance - In the first nine months of 2025, the company's net profit attributable to shareholders decreased by 4.53% year-on-year, while the net profit after deducting non-recurring gains and losses increased by 11.45% [3] - The company has successfully improved its existing business and developed its acquisition business qualitatively [3] Group 2: Core Business Strategies - The company focuses on the cold and heat business, delving into niche markets [3] - The petrochemical sector is a key area showcasing the company's core cold and heat technologies, serving high-end clients like BASF and Dow Chemical [3] Group 3: Market Leadership and Innovations - The company is a leader in ship refrigeration, holding a significant market share in new large frozen fishing vessels [3] - It has developed the world's first ship-based CO2 transcritical refrigeration system, enhancing vessel carbon reduction capabilities [3] Group 4: Recent Projects and Future Opportunities - The company has undertaken several notable ice and snow engineering projects, including indoor ski resorts and ice rinks [3] - It is actively involved in upgrading facilities for the 2025 Harbin Winter Universiade and is looking to capitalize on opportunities from the upcoming 2028 National Winter Games [4] Group 5: Product Development and Market Expansion - The company’s subsidiary, Songyang Compressor, has shifted its focus to large commercial and specialized air conditioning sectors, achieving steady growth in market share [4] - In 2024, the company achieved approximately CNY 350 million in export revenue from its screw compressors, primarily to Europe and South America [4] Group 6: Future Outlook - The company aims for rapid growth and scale, laying a solid foundation for long-term sustainability [4] - It is committed to steadily enhancing its market value while continuing its business growth [4]

Core Viewpoint - The company Yinghuate has shown a slight increase in stock price and is involved in the development and production of energy-efficient scroll compressors, with a focus on various applications including heat pumps and refrigeration systems [1][3]. Company Overview - Yinghuate specializes in the research, development, production, and sales of scroll compressors, primarily used in heat pumps, commercial air conditioning, and refrigeration equipment [2][3]. - The company was established on November 29, 2011, and went public on July 13, 2023. Its main business revenue composition includes: commercial air conditioning applications (36.22%), refrigeration and freezing applications (32.09%), heat pump applications (28.75%), and electric vehicle applications (2.77%) [7]. Market Position and Recognition - Yinghuate has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title for small and medium-sized enterprises in China, indicating strong innovation capabilities and high market share [2]. - The company has increased its export revenue significantly, particularly to Russia and India, due to geopolitical factors, with the top five export countries being Russia, Brazil, India, Slovakia, and the United States, accounting for 80.16% of its foreign sales revenue in 2022 [3]. Financial Performance - As of the first nine months of 2025, Yinghuate reported a revenue of 405 million yuan, a year-on-year decrease of 6.05%, and a net profit attributable to shareholders of 20.07 million yuan, down 63.29% compared to the previous year [8]. - The company has distributed a total of 69.4 million yuan in dividends since its A-share listing [9]. Stock Performance and Trading Activity - On November 13, Yinghuate's stock price increased by 0.19%, with a trading volume of 29.04 million yuan and a turnover rate of 2.14%, resulting in a total market capitalization of 2.526 billion yuan [1]. - Recent trading activity indicates a net outflow of 1.447 million yuan from major investors, with a significant reduction in holdings over the past two days [4][5].

Core Viewpoint - The company Yinghuate has experienced a decline in stock price and trading volume, while also being recognized as a "specialized, refined, distinctive, and innovative" enterprise, which is a significant honor for small and medium-sized enterprises in China [1][2]. Company Overview - Yinghuate specializes in the research, development, production, and sales of scroll compressors, primarily used in heat pumps, commercial air conditioning, and refrigeration equipment [2][3]. - The company was founded on November 29, 2011, and went public on July 13, 2023. Its main business revenue composition includes: commercial air conditioning applications (36.22%), refrigeration and freezing applications (32.09%), heat pump applications (28.75%), and electric vehicle scroll compressors (2.77%) [7][8]. Market Position and Performance - Yinghuate has been recognized as a national-level "specialized, refined, distinctive, and innovative" small giant enterprise, which enhances its competitiveness and stability in the supply chain [2]. - In 2022, the company saw a significant increase in orders from Russia due to geopolitical factors, and it has also expanded its market presence in India, with the top five export countries being Russia, Brazil, India, Slovakia, and the United States, accounting for 80.16% of its export revenue [3]. Financial Performance - As of the first nine months of 2025, Yinghuate reported a revenue of 405 million yuan, a year-on-year decrease of 6.05%, and a net profit attributable to shareholders of 20.07 million yuan, down 63.29% year-on-year [8]. - The company has distributed a total of 69.3981 million yuan in dividends since its A-share listing [9]. Stock and Trading Analysis - On November 7, Yinghuate's stock price fell by 1.17%, with a trading volume of 27.8468 million yuan and a market capitalization of 2.562 billion yuan [1]. - The average trading cost of the stock is 46.42 yuan, with recent buying activity observed, although the buying strength is not strong. The stock is currently trading between a resistance level of 46.17 yuan and a support level of 40.80 yuan [6].

Core Viewpoint - The company Yinghuate has shown a slight increase in stock price and is recognized as a "specialized and innovative" enterprise, indicating strong market positioning and innovation capabilities [1][2]. Company Overview - Yinghuate specializes in the research, development, production, and sales of scroll compressors, primarily used in heat pumps, commercial air conditioning, and refrigeration equipment [2][3]. - The company was established on November 29, 2011, and went public on July 13, 2023. Its main business revenue composition includes: 36.22% from commercial air conditioning, 32.09% from refrigeration, 28.75% from heat pumps, and 2.77% from electric vehicle applications [7]. Market Position and Performance - Yinghuate has been recognized as a national-level "specialized and innovative" small giant enterprise, which enhances its competitiveness and stability within the supply chain [2]. - In 2022, the company saw a significant increase in orders from Russia due to geopolitical factors, and it has also expanded its market presence in India, with the top five export countries being Russia, Brazil, India, Slovakia, and the United States, accounting for 80.16% of export revenue [3]. Financial Performance - As of the first nine months of 2025, Yinghuate reported a revenue of 405 million yuan, a year-on-year decrease of 6.05%, and a net profit of 20.07 million yuan, down 63.29% compared to the previous year [8]. - The company has distributed a total of 64.74 million yuan in dividends since its A-share listing [9]. Shareholder and Market Activity - As of October 31, the number of shareholders increased by 10.80% to 6,157, while the average circulating shares per person decreased by 9.74% [8]. - The stock has experienced a net outflow of 774,300 yuan from major investors, indicating a lack of strong control over the stock by major players [5].

Core Viewpoint - The company Yinghuate has shown a slight increase in stock price and has been recognized as a "specialized, refined, distinctive, and innovative" enterprise, indicating its strong market position and innovation capabilities [1][2]. Company Overview - Yinghuate specializes in the research, development, production, and sales of scroll compressors, primarily used in heat pumps, commercial air conditioning, and refrigeration equipment [2][3]. - The company was established on November 29, 2011, and went public on July 13, 2023. Its main business revenue composition includes: commercial air conditioning applications (36.22%), refrigeration and freezing applications (32.09%), heat pump applications (28.75%), and electric vehicle applications (2.77%) [7]. Market Position and Performance - Yinghuate has been included in the national list of specialized and innovative small giant enterprises, which enhances its competitiveness and stability within the supply chain [2]. - In 2022, the company saw a significant increase in orders from Russia due to geopolitical factors, and it has also expanded its market presence in India, with the top five export countries being Russia, Brazil, India, Slovakia, and the United States, accounting for 80.16% of its export revenue [3]. Financial Performance - As of the first nine months of 2025, Yinghuate reported a revenue of 405 million yuan, a year-on-year decrease of 6.05%, and a net profit of 20.07 million yuan, down 63.29% compared to the previous year [8]. - The company has distributed a total of 64.74 million yuan in dividends since its A-share listing [9]. Stock and Trading Analysis - On November 3, Yinghuate's stock price increased by 0.58%, with a trading volume of 37.52 million yuan and a turnover rate of 2.66%, resulting in a total market capitalization of 2.642 billion yuan [1]. - The average trading cost of the stock is 46.59 yuan, with recent trading showing a decrease in holdings but at a slowing rate. The stock is approaching a resistance level of 46.00 yuan, indicating potential for upward movement if this level is surpassed [6].

Group 1: Financial Performance - The net profit attributable to shareholders for the first nine months of 2025 decreased by 4.53% year-on-year, while the net profit after deducting non-recurring gains and losses increased by 11.45% [1] Group 2: Core Business Strategies - The company focuses on the cold and heat business, delving into niche markets [1] - The company has established itself as a key player in the petrochemical sector, providing comprehensive solutions to high-end clients such as BASF, Covestro, and Dow Chemical [1][2] Group 3: Market Leadership in Specific Segments - The company leads the ship refrigeration market in China, with a significant market share in new large frozen fishing vessels [2] - The company has developed the world's first shipboard carbon dioxide transcritical refrigeration system, enhancing vessel decarbonization capabilities [2] - The company has undertaken several notable ice and snow engineering projects, including those for the Beijing Winter Olympics and various commercial ice venues [2] Group 4: Product Development and Innovation - The company’s subsidiary, Songyang Compressor, has shifted its focus to large commercial, heat pump, and specialized air conditioning sectors, achieving a cumulative delivery of over 22 million scroll compressors [3] - In 2024, Songyang Compressor is expected to achieve export revenue of approximately 350 million yuan, primarily to Europe and South America [3] Group 5: Future Outlook - The company aims for rapid growth and scale expansion, laying a solid foundation for long-term sustainability [3] - There is a commitment to steadily enhance market value while continuing business growth [3]