Group 1 - The core viewpoint of the news is that Lianying Laser experienced a decline in stock price, closing at 23.92 yuan per share, with a market capitalization of 8.164 billion yuan [1] - Lianying Laser specializes in the research, production, and sales of precision laser welding machines and automated laser welding equipment, with its main business revenue composition being 59.01% from automated welding equipment, 19.69% from workbenches, 13.61% from other sources, and 7.69% from lasers and welding machines [1] Group 2 - According to data, a fund under Debang Fund holds a significant position in Lianying Laser, with Debang LeXiang Life Mixed A (006167) holding 92,000 shares, accounting for 4.9% of the fund's net value, ranking as the ninth largest holding [2] - Debang LeXiang Life Mixed A has achieved a year-to-date return of 25.31% and a one-year return of 18.44%, with a total fund size of 36.1571 million yuan [2] Group 3 - The fund managers of Debang LeXiang Life Mixed A are Jiang Yanglei and Wang Yu, with Jiang having a total fund size of 13.5 million yuan and a best return of 27.16% during his tenure, while Wang manages 4.992 million yuan with a best return of 29.38% [3]

Group 1 - The core point of the news is that Lianying Laser's stock price has dropped by 5.02%, currently trading at 24.76 CNY per share, with a total market capitalization of 8.451 billion CNY [1] - Lianying Laser, established on September 22, 2005, and listed on June 22, 2020, specializes in the research, production, and sales of precision laser welding machines and automated laser welding equipment [1] - The company's main revenue sources are: 59.01% from automated laser welding equipment, 19.69% from workbenches, 13.61% from other products, and 7.69% from lasers and laser welding machines [1] Group 2 - Among the top ten circulating shareholders of Lianying Laser, Hu'an Fund has a fund that entered the list, holding 4.7433 million shares, which accounts for 1.39% of the circulating shares [2] - The Hu'an Ju You Selected Mixed Fund (009714) has a current scale of 4.147 billion CNY and has achieved a return of 18.59% this year, ranking 4679 out of 8223 in its category [2] - The fund manager, Rao Xiaopeng, has a tenure of nearly 12 years, with the best fund return during his tenure being 194.11% and the worst being -28.57% [3]

Core Viewpoint - Lianying Laser experienced a decline of 5.02% on October 16, with a stock price of 23.09 yuan per share and a total market capitalization of 7.881 billion yuan [1] Company Overview - Lianying Laser, established on September 22, 2005, and listed on June 22, 2020, is located in Shenzhen, Guangdong Province. The company specializes in the research, production, and sales of precision laser welding machines and automated laser welding equipment [1] - The revenue composition of Lianying Laser includes: 59.01% from automated laser welding equipment, 19.69% from workbenches, 13.61% from other sources, and 7.69% from lasers and laser welding machines [1] Fund Holdings - According to data, one fund under Yinhua Fund has a significant holding in Lianying Laser. The 2000 Enhanced ETF (159555) held 22,800 shares in the second quarter, accounting for 1.01% of the fund's net value, ranking as the fifth-largest holding [2] - The 2000 Enhanced ETF has a current scale of 46.2393 million yuan and has achieved a year-to-date return of 42.28%, ranking 866 out of 4,218 in its category [2] Fund Manager Information - The fund managers of the 2000 Enhanced ETF are Zhang Kai and Zhang Yichi. Zhang Kai has a tenure of 12 years and 340 days, managing assets totaling 1.573 billion yuan, with the best fund return of 130.54% during his tenure [3] - Zhang Yichi has a tenure of 4 years and 146 days, managing assets of 7.781 billion yuan, with the best fund return of 52.8% during his tenure [3]

Core Viewpoint - Lianying Laser's stock price increased by 5% to 24.57 CNY per share, with a trading volume of 173 million CNY and a market capitalization of 8.386 billion CNY as of October 15 [1] Company Overview - Shenzhen Lianying Laser Co., Ltd. was established on September 22, 2005, and listed on June 22, 2020. The company specializes in the research, production, and sales of precision laser welding machines and automated laser welding systems [1] - The revenue composition of the company includes: 59.01% from automated laser welding systems, 19.69% from workbenches, 13.61% from other products, and 7.69% from lasers and laser welding machines [1] Shareholder Information - Xingsheng Global Fund has a fund that ranks among the top ten circulating shareholders of Lianying Laser. The fund, Xingquan Business Model Mixed (LOF) A (163415), entered the top ten in Q2 with 3.5905 million shares, accounting for 1.05% of circulating shares, yielding an estimated floating profit of approximately 4.2008 million CNY [2] - Xingquan Business Model Mixed (LOF) A has a total asset scale of 13.025 billion CNY and has achieved a year-to-date return of 32.01%, ranking 2258 out of 8161 in its category [2] Fund Performance - The fund manager of Xingquan Business Model Mixed (LOF) A is Qiao Qian, who has been in the position for 8 years and 97 days, with a total asset scale of 21.824 billion CNY. The best fund return during his tenure is 202.09% [3] - Another fund, Xingheng Global Quality Selection Mixed A (018868), holds 173,800 shares of Lianying Laser, making it the tenth largest holding, with an estimated floating profit of about 203,400 CNY [4] - The fund manager of Xingheng Global Quality Selection Mixed A is Cheng Jian, who has been managing the fund for 2 years and 260 days, with a total asset scale of 14.7 million CNY [5]

Group 1 - The core point of the news is that Lianying Laser's stock price has dropped by 5.02%, currently trading at 24.20 CNY per share, with a total market capitalization of 8.26 billion CNY [1] - Lianying Laser, established on September 22, 2005, specializes in the research, production, and sales of precision laser welding machines and automated laser welding equipment [1] - The company's main business revenue composition includes: 59.01% from automated laser welding equipment, 19.69% from workbenches, 13.61% from other sources, and 7.69% from lasers and laser welding machines [1] Group 2 - Green Fund has a significant holding in Lianying Laser, with its Green Carbon Neutral Theme Mixed A Fund (015856) reducing its stake by 10,800 shares in the second quarter, now holding 25,200 shares, which constitutes 8.83% of the fund's net value [2] - The Green Carbon Neutral Theme Mixed A Fund was established on January 18, 2023, with a current size of 3.4078 million CNY, achieving a year-to-date return of 64.53% [2] - The fund's performance ranks 387 out of 8,162 in its category this year and 256 out of 8,015 over the past year, with an overall return of 64.88% since inception [2]

Group 1 - The core viewpoint of the news is that Lianying Laser has seen a significant increase in its stock price, with a rise of 5.06% to 27.84 CNY per share, and a total market capitalization of 9.502 billion CNY as of the report date [1] - Lianying Laser, established on September 22, 2005, specializes in the research, production, and sales of precision laser welding machines and automated laser welding equipment, with its main business revenue composition being 59.01% from automated welding equipment, 19.69% from workbenches, 13.61% from other sources, and 7.69% from lasers and welding machines [1] Group 2 - From the perspective of major fund holdings, one fund under Galaxy Fund has a significant position in Lianying Laser, with the Galaxy Quantitative Stable Mixed Fund (005126) holding 5,992 shares, accounting for 1.79% of the fund's net value, ranking as the sixth largest holding [2] - The Galaxy Quantitative Stable Mixed Fund (005126) has shown a year-to-date return of 29.54%, ranking 2,966 out of 8,244 in its category, and a one-year return of 74.3%, ranking 1,410 out of 8,066 [2]

Group 1 - The core point of the news is that Lianying Laser's stock price dropped by 5.23% to 26.44 CNY per share, with a trading volume of 305 million CNY and a turnover rate of 3.32%, resulting in a total market capitalization of 9.025 billion CNY [1] - Lianying Laser, established on September 22, 2005, and listed on June 22, 2020, specializes in the research, production, and sales of precision laser welding machines and automated laser welding equipment [1] - The company's main business revenue composition includes: 59.01% from automated laser welding equipment, 19.69% from workbenches, 13.61% from other sources, and 7.69% from lasers and laser welding machines [1] Group 2 - According to data from the top ten heavy stocks of funds, Guolian Fund has one fund heavily invested in Lianying Laser, specifically the Guolian Value Growth 6-Month Holding Mixed A (009347), which reduced its holdings by 35,900 shares in the second quarter, now holding 143,500 shares, accounting for 3.25% of the fund's net value [2] - The Guolian Value Growth 6-Month Holding Mixed A fund was established on August 5, 2020, with a latest scale of 78.6169 million CNY, achieving a year-to-date return of 36.81% and a one-year return of 63.59% [2] - The fund manager, Liang Qinzhi, has been in position for 318 days, with the fund's total asset scale at 353 million CNY, achieving a best return of 58.03% and a worst return of -2.99% during his tenure [3]

海外订单高增长，但难言拐点已至。 | 作者 | | 塔山 | | --- | --- | --- | | 编辑 | | 小白 | 专注激光焊接，深度绑定宁德时代 联赢激光（688518.SH，下称公司）成立于2005年，于2015年挂牌新三板，2020年顺利登陆科创板， 并成为"科创板激光焊接第一股"。 公司控股股东为韩金龙，实际控制人为韩金龙和牛增强，第三大股东李瑾为韩金龙配偶。 公司股权结构较为分散。截至2024年三季度末，实控人合计持有上市公司12.22%的股份。 韩金龙和牛增强分别为公司董事长、副董事长，牛增强博士在创业之前曾长期在深圳大学担任讲师。 （来源：2023年报） （来源：招股书） 自成立以来，公司一直专注于激光焊接领域，主要产品为激光焊接自动化成套设备，还包括工作台、 激光器及激光焊接机，产品以定制化为主。 激光焊接与激光切割、激光打标共同构成激光加工技术的三驾马车，相比于后两者，激光焊接的发展 时间较短，工艺难度也相对更高。 公司产品广泛应用于动力电池、汽车制造、消费电子、光通讯等领域，客户包括宁德时代、比亚迪、 欣旺达、国轩高科、泰科电子、松下、三星等。 （来源：公司公告） 公司在宁德 ...