1月14日，和顺电气盘中上涨2.37%，截至09:48，报19.47元/股，成交2.51亿元，换手率5.25%，总市值 50.20亿元。 资金流向方面，主力资金净流出873.45万元，特大单买入857.49万元，占比3.42%，卖出1998.63万元， 占比7.96%；大单买入5382.01万元，占比21.44%，卖出5114.32万元，占比20.37%。 和顺电气今年以来股价涨54.89%，近5个交易日涨33.54%，近20日涨49.42%，近60日涨57.91%。 今年以来和顺电气已经2次登上龙虎榜，最近一次登上龙虎榜为1月13日，当日龙虎榜净买入889.81万 元；买入总计7607.42万元 ，占总成交额比7.27%；卖出总计6717.61万元 ，占总成交额比6.42%。 分红方面，和顺电气A股上市后累计派现9878.07万元。近三年，累计派现304.66万元。 机构持仓方面，截止2025年9月30日，和顺电气十大流通股东中，金元顺安元启灵活配置混合 （004685）退出十大流通股东之列。 责任编辑：小浪快报 资料显示，苏州工业园区和顺电气股份有限公司位于江苏省苏州市工业园区和顺路8号，成立日期1998 ...

从基金十大重仓股角度 数据显示，华泰柏瑞基金旗下1只基金重仓和顺电气。华泰柏瑞量化阿尔法A（005055）三季度持有股 数13.04万股，占基金净值比例为0.54%，位居第一大重仓股。根据测算，今日浮盈赚取约10.82万元。 1月12日，和顺电气涨5.1%，截至发稿，报17.11元/股，成交5.72亿元，换手率13.71%，总市值44.12亿 元。 资料显示，苏州工业园区和顺电气股份有限公司位于江苏省苏州市工业园区和顺路8号，成立日期1998 年12月22日，上市日期2010年11月12日，公司主营业务涉及电力成套设备及电力电子设备的制造和销 售。主营业务收入构成为：电力成套设备64.29%，防窃电电能计量装置11.45%，光伏发电8.54%，其他 5.67%，安装施工5.33%，储充装置4.71%。 华泰柏瑞量化阿尔法A（005055）成立日期2017年9月26日，最新规模2.03亿。今年以来收益4.21%，同 类排名3367/9012；近一年收益36.19%，同类排名3561/8157；成立以来收益84.29%。 华泰柏瑞量化阿尔法A（005055）基金经理为盛豪、孔令烨。 责任编辑：小浪快报 截至发稿， ...

1月9日，和顺电气跌6.57%，截至发稿，报16.35元/股，成交9480.81万元，换手率2.19%，总市值42.16 亿元。 责任编辑：小浪快报 数据显示，华泰柏瑞基金旗下1只基金重仓和顺电气。华泰柏瑞量化阿尔法A（005055）三季度持有股 数13.04万股，占基金净值比例为0.54%，位居第一大重仓股。根据测算，今日浮亏损失约15万元。 华泰柏瑞量化阿尔法A（005055）成立日期2017年9月26日，最新规模2.03亿。今年以来收益2.93%，同 类排名3799/8827；近一年收益33.73%，同类排名3689/8084；成立以来收益82.04%。 华泰柏瑞量化阿尔法A（005055）基金经理为盛豪、孔令烨。 截至发稿，盛豪累计任职时间10年92天，现任基金资产总规模44.17亿元，任职期间最佳基金回报 131.21%， 任职期间最差基金回报-29.48%。 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。 资料显示，苏州工业园区和顺电气股份有限公司位于江苏省苏 ...

Core Viewpoint - Heshun Electric experienced a 5.31% increase in stock price, reaching 12.10 CNY per share, with a total market capitalization of 3.12 billion CNY as of December 2nd [1] Company Overview - Heshun Electric, established on December 22, 1998, and listed on November 12, 2010, is located in Suzhou Industrial Park, Jiangsu Province. The company specializes in the manufacturing and sales of power equipment and power electronic devices [1] - The revenue composition of Heshun Electric includes: - Power equipment: 64.29% - Anti-theft energy metering devices: 11.45% - Photovoltaic power generation: 8.54% - Others: 5.67% - Installation and construction: 5.33% - Storage and charging devices: 4.71% [1] Fund Holdings - Heshun Electric is the top holding of Huatai-PB Quant Alpha A (005055), which held 130,400 shares, accounting for 0.54% of the fund's net value. The fund has realized a floating profit of approximately 79,500 CNY today [2] - Huatai-PB Quant Alpha A was established on September 26, 2017, with a current scale of 203 million CNY. The fund has achieved a year-to-date return of 28.93%, ranking 2789 out of 8122 in its category, and a one-year return of 30.26%, ranking 2383 out of 8056 [2] Fund Manager Performance - The fund managers of Huatai-PB Quant Alpha A are Sheng Hao and Kong Lingye. Sheng Hao has a tenure of 10 years and 54 days, managing assets totaling 4.417 billion CNY, with the best return during his tenure being 123.41% and the worst being -29.48% [3] - Kong Lingye has a tenure of 3 years and 121 days, managing assets of 2.577 billion CNY, with the best return of 73.59% and the worst return of 0.04% during his tenure [3]

Core Viewpoint - The stock of Heshun Electric has experienced fluctuations, with a recent decline of 2.07% and a year-to-date increase of 20.30%, indicating volatility in its market performance [1][2]. Group 1: Stock Performance - As of November 11, Heshun Electric's stock price is 12.80 CNY per share, with a market capitalization of 3.3 billion CNY [1]. - The stock has increased by 6.40% over the last five trading days, 16.58% over the last 20 days, and 30.48% over the last 60 days [2]. - The company has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 87.57 million CNY on October 15 [2]. Group 2: Financial Performance - For the period from January to September 2025, Heshun Electric reported revenue of 286 million CNY, a year-on-year increase of 0.44%, while the net profit attributable to shareholders was -18.99 million CNY, a decrease of 33.99 million CNY year-on-year [3]. - Cumulative cash dividends since the company's A-share listing amount to 98.78 million CNY, with 3.05 million CNY distributed in the last three years [4]. Group 3: Shareholder and Ownership Structure - As of September 30, 2025, the number of shareholders increased by 2.39% to 17,700, with an average of 14,380 circulating shares per person, a decrease of 1.63% [3]. - The top ten circulating shareholders saw a change, with the Jin Yuan Shun An Yuan Qi Flexible Allocation Mixed Fund exiting the list [4]. Group 4: Business Overview - Heshun Electric, established on December 22, 1998, and listed on November 12, 2010, specializes in manufacturing and selling power equipment and power electronic devices [2]. - The main revenue sources include power equipment (64.29%), anti-theft energy metering devices (11.45%), photovoltaic power generation (8.54%), installation services (5.33%), and charging devices (4.71%) [2].

Core Points - Heshun Electric's stock price has dropped 5.14% to 11.45 CNY per share, with a total market capitalization of 2.952 billion CNY, and a cumulative decline of 13.72% over the last three days [1] - The company specializes in manufacturing and selling power equipment and power electronic devices, with its main revenue sources being power equipment (64.29%), anti-theft energy metering devices (11.45%), and photovoltaic power generation (8.54%) [1] Shareholder Insights - Jinyuan Shun'an Fund's flexible allocation fund increased its holdings in Heshun Electric by 603,600 shares, now holding 1.27 million shares, representing 0.5% of the circulating shares [2] - The fund has experienced a floating loss of approximately 787,400 CNY today and a total floating loss of 2.4384 million CNY during the three-day decline [2] - The fund manager, Miao Weibin, has a tenure of 8 years and 313 days, with the fund's total asset size at 1.35 billion CNY and a best return of 520.11% during his management [2]

Core Viewpoint - The stock of Heshun Electric has experienced fluctuations, with a recent decline of 2.13%, while the company has shown significant growth in stock price over the year and recent trading periods [1][2]. Group 1: Stock Performance - Heshun Electric's stock price has increased by 16.82% year-to-date, with a 11.18% rise in the last five trading days, 34.23% in the last 20 days, and 29.21% in the last 60 days [2]. - The company has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 87.57 million yuan on October 15, accounting for 38.38% of total trading volume [2]. Group 2: Financial Overview - As of June 30, the number of shareholders for Heshun Electric is 17,300, a decrease of 6.81% from the previous period, with an average of 14,617 circulating shares per person, an increase of 7.30% [3]. - For the first half of 2025, Heshun Electric reported revenue of 128 million yuan, a year-on-year decrease of 33.97%, and a net profit attributable to shareholders of -22.94 million yuan, a decrease of 1366.88% [3]. Group 3: Business Operations - Heshun Electric, established on December 22, 1998, and listed on November 12, 2010, specializes in manufacturing and selling power equipment and power electronic devices [2]. - The company's main business revenue composition includes: 64.29% from power equipment, 11.45% from anti-theft energy metering devices, 8.54% from photovoltaic power generation, 5.67% from other sources, 5.33% from installation services, and 4.71% from storage and charging devices [2]. Group 4: Shareholder and Dividend Information - Heshun Electric has distributed a total of 98.78 million yuan in dividends since its A-share listing, with 3.0466 million yuan distributed in the last three years [4]. - As of June 30, 2025, among the top ten circulating shareholders, Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Fund holds 1.27 million shares, an increase of 603,600 shares from the previous period [4].

Core Points - Heshun Electric experienced a 5.04% increase in stock price, reaching 9.80 CNY per share, with a trading volume of 78.99 million CNY and a turnover rate of 3.25%, resulting in a total market capitalization of 2.527 billion CNY [1] Company Overview - Heshun Electric, established on December 22, 1998, and listed on November 12, 2010, is located in Suzhou Industrial Park, Jiangsu Province. The company specializes in the manufacturing and sales of power equipment and power electronic devices [1] - The revenue composition of Heshun Electric includes: - Power equipment: 64.29% - Anti-theft energy metering devices: 11.45% - Photovoltaic power generation: 8.54% - Others: 5.67% - Installation and construction: 5.33% - Storage and charging devices: 4.71% [1] Shareholder Information - Jin Yuan Shun An Fund has a significant stake in Heshun Electric, with its fund, Jin Yuan Shun An Yuan Qi Flexible Allocation Mixed Fund (004685), increasing its holdings by 603,600 shares in Q2, totaling 1.27 million shares, which represents 0.5% of the circulating shares. The estimated floating profit today is approximately 596,900 CNY [2] - The Jin Yuan Shun An Yuan Qi Flexible Allocation Mixed Fund was established on November 14, 2017, with a current size of 1.35 billion CNY. Year-to-date returns are 31.62%, ranking 2,446 out of 8,174 in its category; the one-year return is 64.43%, ranking 1,935 out of 7,982; and since inception, the return is 514.7% [2]

Core Viewpoint - The financial report of Heshun Electric for 2024 indicates significant revenue growth but a drastic decline in profitability, highlighting issues in cost control and business expansion [1][4][8]. Revenue Growth - Heshun Electric achieved total revenue of 428 million yuan in 2024, representing a year-on-year increase of 26.52% [1][4]. - The power equipment segment generated 265 million yuan, with a modest growth of 0.72%, remaining the primary revenue source [4]. - The anti-theft energy metering devices and installation services saw substantial revenue increases of 304.13% and 214.25%, respectively, emerging as new growth drivers [4]. Profitability Decline - The net profit attributable to shareholders plummeted to -27 million yuan, a decline of 488.14% compared to 2023, which reported a profit of 7 million yuan [1][4]. - The non-recurring net profit also fell sharply from 9.48 million yuan to -28.99 million yuan, indicating severe profitability challenges [1][4]. Cost Control Issues - The company's operating costs rose to 345 million yuan, a year-on-year increase of 29.5%, outpacing revenue growth and leading to a decrease in gross margin from 24.01% to 19.29% [7]. - In the power equipment segment, operating costs reached 213 million yuan, with a gross margin of only 19.83%, suggesting inefficiencies in material procurement and production [7]. New Energy Business - Heshun Electric's new energy initiatives showed promise, with the charging device segment generating 30 million yuan, up 129.49%, and the photovoltaic business reaching 25 million yuan, a growth of 5.11% [5][6]. - Despite the revenue growth in the charging device segment, its gross margin was only 3.28%, significantly lower than the overall company margin [5]. - The photovoltaic segment had a higher gross margin of 42.98%, but its revenue contribution was limited at 5.88% of total revenue [5][6]. Financial Pressure - The company reported a net cash flow from operating activities of 99.99 million yuan, a 62.32% increase, indicating improved cash flow management [7]. - However, cash flow from investing activities was -55.19 million yuan, and from financing activities was -12.38 million yuan, reflecting ongoing pressures in capital expenditure and financing [7]. - The inventory value decreased to 24.29 million yuan, with a significant write-down provision of 22.64 million yuan, indicating challenges in inventory management and market demand forecasting [7].