11月24日，科泰电源涨5.07%，截至发稿，报30.68元/股，成交3.24亿元，换手率3.39%，总市值98.18亿 元。 截至发稿，周紫光累计任职时间8年184天，现任基金资产总规模8.41亿元，任职期间最佳基金回报 17.03%， 任职期间最差基金回报-47.83%。 从基金十大重仓股角度 数据显示，中信建投基金旗下1只基金重仓科泰电源。中信建投低碳成长混合A（013851）三季度减持 2.24万股，持有股数120万股，占基金净值比例为8.93%，位居第二大重仓股。根据测算，今日浮盈赚取 约177.6万元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，上海科泰电源股份有限公司位于上海市青浦区天辰路1633号，成立日期2002年6月19日，上 市日期2010年12月29日，公司主营业务涉及智能环保电源设备的开发、设计、生产和销售,并为客户提 供技术咨询、培训、安装、维修等售前、售后服务。主营业务收入构成为：环保低噪声柴油发电机组 8 ...

Core Viewpoint - KOTAI Power's stock increased by 1.07% on November 17, with a trading volume of 238 million yuan, indicating positive market sentiment towards the company [1] Financing Summary - On November 17, KOTAI Power had a financing buy amount of 16.34 million yuan and a financing repayment of 19.84 million yuan, resulting in a net financing buy of -3.51 million yuan [1] - As of November 17, the total financing and securities lending balance for KOTAI Power was 389 million yuan, which accounts for 3.80% of its circulating market value [1] - There were no securities lent or sold on November 17, with a remaining balance of 0.00 yuan in securities lending [1] Business Performance - As of September 30, KOTAI Power reported a total of 64,900 shareholders, an increase of 4.21% from the previous period, while the average circulating shares per person decreased by 4.04% to 4,901 shares [2] - For the period from January to September 2025, KOTAI Power achieved an operating income of 1.208 billion yuan, representing a year-on-year growth of 64.60%, and a net profit attributable to shareholders of 38.17 million yuan, up 52.49% year-on-year [2] - Since its A-share listing, KOTAI Power has distributed a total of 226 million yuan in dividends, with no dividends paid in the last three years [2] Shareholder Structure - As of September 30, 2025, the third-largest circulating shareholder of KOTAI Power was Hong Kong Central Clearing Limited, holding 9.8961 million shares, an increase of 8.3673 million shares from the previous period [2] - Financial institutions such as CICC Low Carbon Growth Mixed Fund and others have entered or exited the top ten circulating shareholders list, indicating changes in institutional investment [2]

Core Points - The stock price of KOTAI Power fell by 2.02% on November 4, trading at 33.87 CNY per share with a total market capitalization of 10.838 billion CNY [1] - KOTAI Power's main business involves the development, design, production, and sales of intelligent environmental power supply equipment, with a revenue composition of 88.96% from low-noise diesel generator sets [1] - As of September 30, 2025, KOTAI Power achieved a revenue of 1.208 billion CNY, a year-on-year increase of 64.60%, and a net profit of 38.1746 million CNY, up 52.49% year-on-year [2] Financial Performance - KOTAI Power's stock has increased by 113.96% year-to-date, but has seen a decline of 7.96% in the last five trading days and 15.28% over the last 20 days [1] - The company has appeared on the stock market's "龙虎榜" (top trading list) six times this year, with the most recent occurrence on August 19 [1] Shareholder Information - As of September 30, 2025, KOTAI Power had 64,900 shareholders, an increase of 4.21% from the previous period, with an average of 4,901 circulating shares per shareholder, a decrease of 4.04% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the third-largest shareholder, increasing its holdings by 8.3673 million shares [3]

Core Viewpoint - KOTAI Power's stock price has shown significant volatility, with a year-to-date increase of 120.28%, but a recent decline in the last 20 days by 9.80, indicating potential market fluctuations and investor sentiment shifts [1][2]. Financial Performance - For the period from January to September 2025, KOTAI Power achieved a revenue of 1.208 billion yuan, representing a year-on-year growth of 64.60%. The net profit attributable to shareholders was 38.1746 million yuan, reflecting a 52.49% increase compared to the previous year [2]. - The company has cumulatively distributed 226 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Stock Market Activity - As of October 30, KOTAI Power's stock was trading at 34.87 yuan per share, with a market capitalization of 11.158 billion yuan. The stock experienced a net outflow of 23.9624 million yuan in principal funds, with significant trading activity noted [1]. - The company has appeared on the "Dragon and Tiger List" six times this year, indicating notable trading interest [1]. Shareholder Composition - As of September 30, 2025, KOTAI Power had 64,900 shareholders, an increase of 4.21% from the previous period. The average number of circulating shares per shareholder decreased by 4.04% to 4,901 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited being the third-largest shareholder, increasing its holdings by 8.3673 million shares [3].

Group 1 - The core viewpoint of the news is that KOTAI Power has seen a significant stock price increase of 5.6%, reaching 36.20 CNY per share, with a trading volume of 447 million CNY and a market capitalization of 11.584 billion CNY [1] - KOTAI Power, established on June 19, 2002, and listed on December 29, 2010, specializes in the development, design, production, and sales of intelligent environmental power supply equipment, providing technical consulting, training, installation, and maintenance services [1] - The main revenue composition of KOTAI Power includes: 88.96% from low-noise diesel generator sets, 6.68% from installation and labor parts, 2.67% from other renewable energy sales, 1.62% from equipment and factory leasing, and 0.06% from other sources [1] Group 2 - CITIC Jiantou Fund has a significant holding in KOTAI Power, with its CITIC Jiantou Low Carbon Growth Mixed A Fund (013851) holding 1.2224 million shares, accounting for 7.01% of the fund's net value, making it the second-largest holding [2] - The CITIC Jiantou Low Carbon Growth Mixed A Fund was established on December 13, 2021, with a current scale of 207 million CNY, showing a year-to-date return of 4.82% and a one-year loss of 16.78% [2] - The fund manager, Zhou Ziguang, has been in position for 8 years and 157 days, with the fund's total asset size at 890 million CNY, achieving a best return of 26.31% and a worst return of -47.25% during his tenure [3]

Core Viewpoint - KOTAI Power experienced a decline of 1.62% in stock price on October 23, with a trading volume of 369 million yuan, indicating a negative sentiment in the market [1] Financing Summary - On October 23, KOTAI Power had a financing buy amount of 29.32 million yuan and a financing repayment of 31.91 million yuan, resulting in a net financing outflow of 2.60 million yuan [1] - As of October 23, the total financing and securities lending balance for KOTAI Power was 416 million yuan, which represents 3.97% of its circulating market value [1] - There were no shares sold or repaid in the securities lending segment on the same day, with a remaining balance of 0 [1] Business Performance - For the first half of 2025, KOTAI Power reported a revenue of 711 million yuan, reflecting a year-on-year growth of 49.51%, and a net profit attributable to shareholders of 23.99 million yuan, up 35.52% year-on-year [2] - The company has cumulatively distributed 226 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [2] Shareholder Structure - As of June 30, 2025, KOTAI Power had 62,300 shareholders, an increase of 10.21% from the previous period, with an average of 5,108 circulating shares per shareholder, down 9.26% [2] - The top ten circulating shareholders include several new entrants, with notable changes in holdings among existing shareholders [3]

Core Viewpoint - KOTAI Power experienced a 5.07% decline in stock price, closing at 32.78 CNY per share, with a trading volume of 317 million CNY and a turnover rate of 2.98%, resulting in a total market capitalization of 10.49 billion CNY [1] Company Overview - KOTAI Power, established on June 19, 2002, and listed on December 29, 2010, is located in Qingpu District, Shanghai. The company specializes in the development, design, production, and sales of intelligent environmental power supply equipment, providing technical consulting, training, installation, and maintenance services [1] - The main revenue composition includes: 88.96% from low-noise diesel generator sets, 6.68% from installation and labor services, 2.67% from other renewable energy sales, 1.62% from equipment and factory leasing, and 0.06% from other sources [1] Shareholder Insights - Morgan Stanley's fund, specifically the Morgan Stanley Digital Economy Mixed A (017102), is among the top ten circulating shareholders of KOTAI Power. In the second quarter, the fund reduced its holdings by 812,100 shares, now holding 5.77 million shares, which accounts for 1.81% of the circulating shares. The estimated floating loss today is approximately 10.09 million CNY [2][4] - The fund was established on March 2, 2023, with a latest scale of 2.386 billion CNY. Year-to-date returns are 57.38%, ranking 458 out of 8160 in its category, while the one-year return is 84.96%, ranking 193 out of 8021 [2] Fund Management - The fund manager of Morgan Stanley Digital Economy Mixed A is Lei Zhiyong, who has been in the position for 6 years and 183 days. The total asset size of the fund is 4.547 billion CNY, with the best return during his tenure being 137.38% and the worst being -0.45% [3]

Core Insights - On September 30, KOTAI Power's stock increased by 0.78%, with a trading volume of 1.193 billion yuan [1] - The company experienced a net financing outflow of 27.62 million yuan on the same day, with a total financing and securities balance of 466 million yuan [1][2] Financing Overview - KOTAI Power had a financing purchase of 136 million yuan on September 30, with a current financing balance of 466 million yuan, representing 3.62% of its circulating market value [2] - There were no shares borrowed or sold on that day, resulting in a zero balance for securities lending [2] Business Performance - As of June 30, KOTAI Power reported a revenue of 711 million yuan for the first half of 2025, marking a year-on-year growth of 49.51%, and a net profit attributable to shareholders of 23.994 million yuan, up 35.52% year-on-year [2] - The company's main revenue sources include 88.96% from low-noise diesel generator sets, 6.68% from installation services, and 2.67% from other renewable energy sales [2] Shareholder Structure - As of June 30, 2025, KOTAI Power had 62,300 shareholders, an increase of 10.21% from the previous period, with an average of 5,108 circulating shares per person, down 9.26% [2][3] - Notable changes in institutional holdings include an increase in shares held by Yongying Digital Economy Mixed Fund A and a decrease in shares held by Morgan Stanley Digital Economy Mixed Fund A [3]

Group 1 - The core point of the news is that KOTAI Power's stock price dropped by 5.08% to 40.15 CNY per share, with a trading volume of 1.117 billion CNY and a turnover rate of 8.53%, resulting in a total market capitalization of 12.848 billion CNY [1] - KOTAI Power, established on June 19, 2002, and listed on December 29, 2010, specializes in the development, design, production, and sales of intelligent environmental power supply equipment, providing technical consulting, training, installation, and maintenance services [1] - The main revenue sources for KOTAI Power include: 88.96% from low-noise diesel generator sets, 6.68% from installation and labor services, 2.67% from other renewable energy sales, 1.62% from equipment and factory leasing, and 0.06% from other sources [1] Group 2 - From the perspective of KOTAI Power's top ten circulating shareholders, a fund under GF Fund ranks among the top shareholders, with GF Multi-Emerging Stocks (003745) newly entering the top ten in the second quarter, holding 1.7785 million shares, accounting for 0.56% of circulating shares [2] - The fund GF Multi-Emerging Stocks (003745) was established on April 24, 2017, with a latest scale of 1.832 billion CNY, achieving a year-to-date return of 39.99% and a one-year return of 70.98% [2] - The fund manager of GF Multi-Emerging Stocks is Zhou Zhishuo, who has been in the position for 5 years and 10 days, managing assets totaling 19.1 billion CNY, with the best fund return during his tenure being 47.06% [3] Group 3 - GF Multi-Emerging Stocks (003745) holds 1.7785 million shares of KOTAI Power, which accounts for 3.29% of the fund's net value, making it the sixth-largest holding, with an estimated floating loss of approximately 3.8238 million CNY [4]

Core Viewpoint - KOTAI Power has shown significant stock price movements, with a year-to-date increase of 151.11% and a recent trading volume indicating active investor interest [2]. Group 1: Stock Performance - As of September 17, KOTAI Power's stock price rose by 2.00% to 39.75 CNY per share, with a trading volume of 2.77 billion CNY and a turnover rate of 2.23% [1]. - The stock has experienced a recent increase of 8.76% over the last five trading days, but a decline of 20.34% over the past 20 days [2]. - The company has appeared on the stock market's "Dragon and Tiger List" six times this year, with the most recent occurrence on August 19 [2]. Group 2: Financial Performance - For the first half of 2025, KOTAI Power reported a revenue of 711 million CNY, representing a year-on-year growth of 49.51%, and a net profit attributable to shareholders of 23.99 million CNY, up 35.52% year-on-year [2]. - The company's main revenue sources include 88.96% from low-noise diesel generator sets, 6.68% from installation services, and 2.67% from other renewable energy sales [2]. Group 3: Shareholder Information - As of June 30, 2025, KOTAI Power had 62,300 shareholders, an increase of 10.21% from the previous period, with an average of 5,108 circulating shares per shareholder, down 9.26% [2]. - The top ten circulating shareholders include several funds, with notable changes in holdings, such as an increase of 2.85 million shares for Yongying Digital Economy Mixed Fund [3].