Core Viewpoint - The company, Yihua Da (301029.SZ), operates as a one-stop procurement platform for non-standard automation equipment components, serving various industries including 3C, lithium battery, automotive, photovoltaic, industrial robotics, and semiconductors [1] Company Overview - The company provides a wide range of products including linear motion parts, transmission components, pneumatic elements, aluminum profiles and accessories, industrial frame structure parts, machined parts, small mechanical parts, and electronic and electrical components [1] - The primary clientele consists of manufacturers of automation equipment [1] Product Application - The company supplies some components to humanoid robot manufacturers, although this segment represents a relatively low proportion of its overall business, mainly involving linear motion parts and small mechanical components [1] Confidentiality Commitment - Due to confidentiality requirements, the company is obligated to maintain secrecy regarding all partners and related information, which limits the disclosure of specific details [1]

Core Viewpoint - The company Yihua Da experienced a decline in stock price and significant changes in financing activities, indicating potential volatility in its market performance [1][2]. Financing Activities - On November 21, Yihua Da's stock fell by 1.22%, with a trading volume of 232 million yuan. The financing buy-in amount was 22.83 million yuan, while the financing repayment was 39.85 million yuan, resulting in a net financing outflow of 17.03 million yuan [1]. - As of November 21, the total financing and securities lending balance for Yihua Da was 399 million yuan, with the financing balance accounting for 2.50% of the circulating market value, which is above the 80th percentile of the past year [1]. - In terms of securities lending, Yihua Da repaid 2,600 shares and sold 7,200 shares on November 21, with a selling amount of 180,600 yuan. The remaining securities lending volume was 29,000 shares, with a balance of 727,600 yuan, also above the 50th percentile of the past year [1]. Company Overview - Yihua Da Automation Co., Ltd. is located in Dongguan, Guangdong Province, and was established on December 6, 2010. It was listed on July 23, 2021. The company specializes in the research, production, and sales of automation components, providing one-stop supply for factory automation parts [1]. - The main revenue components of Yihua Da include linear motion parts (34.61%), aluminum profiles and accessories (20.16%), machined parts (16.38%), transmission components (15.07%), electronic and electrical components (13.09%), and others (0.68%) [1]. Financial Performance - As of November 10, the number of shareholders for Yihua Da was 29,600, a decrease of 2.54% from the previous period. The average circulating shares per person increased by 2.61% to 15,603 shares [2]. - For the period from January to September 2025, Yihua Da achieved a revenue of 2.197 billion yuan, representing a year-on-year growth of 18.30%. The net profit attributable to the parent company was 417 million yuan, with a year-on-year increase of 27.16% [2]. - Since its A-share listing, Yihua Da has distributed a total of 781 million yuan in dividends, with 661 million yuan distributed over the past three years [2].

Core Insights - The stock of Yihua Da experienced a decline of 1.20% on November 14, with a trading volume of 164 million yuan. The financing data indicates a net purchase of 7.30 million yuan on that day, with a total financing balance of 400 million yuan, representing 2.32% of the circulating market value [1] Group 1: Financial Performance - For the period from January to September 2025, Yihua Da reported a revenue of 2.197 billion yuan, reflecting a year-on-year growth of 18.30%. The net profit attributable to the parent company was 417 million yuan, marking a 27.16% increase compared to the previous year [2] - Since its A-share listing, Yihua Da has distributed a total of 781 million yuan in dividends, with 661 million yuan distributed over the past three years [2] Group 2: Shareholder and Market Activity - As of October 20, 2025, the number of shareholders for Yihua Da was 30,400, a decrease of 4.32% from the previous period. The average circulating shares per person increased by 4.51% to 15,206 shares [2] - On November 14, Yihua Da's margin trading showed a total balance of 400 million yuan, which is above the 80th percentile of the past year, indicating a high level of margin activity [1]

Core Viewpoint - Yihada's stock price has increased by 5.64% on September 18, reaching 32.95 CNY per share, with a total market capitalization of 20.897 billion CNY, indicating a cumulative increase of 6.09% over three consecutive days [1] Company Overview - Yihada Automation Co., Ltd. is located in Dongguan, Guangdong Province, established on December 6, 2010, and listed on July 23, 2021. The company specializes in the research, production, and sales of automation components, providing a one-stop supply for factory automation parts [1] - The main business revenue composition includes: linear motion parts (34.61%), aluminum profiles and accessories (20.16%), machined parts (16.38%), transmission components (15.07%), electronic and electrical components (13.09%), and others (0.68%) [1] Fund Holdings - According to data, one fund under Rongtong holds a significant position in Yihada. The Rongtong Cross-Border Growth Flexible Allocation Mixed Fund (001830) held 17,600 shares in the second quarter, accounting for 2.11% of the fund's net value, ranking as the fourth-largest holding. The estimated floating profit today is approximately 31,000 CNY, with a total floating profit of 31,500 CNY during the three-day increase [2] - The Rongtong Cross-Border Growth Flexible Allocation Mixed Fund (001830) was established on September 30, 2015, with a latest scale of 19.0271 million CNY. Year-to-date returns are 5.58%, ranking 6,678 out of 8,172 in its category; the one-year return is 18.42%, ranking 6,174 out of 7,980; and the cumulative return since inception is 96.7% [2] Fund Manager Information - The fund managers of Rongtong Cross-Border Growth Flexible Allocation Mixed Fund (001830) include Liu Ankun, Liu Lining, and Min Wenqiang. Liu Ankun has a tenure of 6 years and 127 days, with a total fund asset size of 3.41 billion CNY and a best return of 77.02% during his tenure [3] - Liu Lining has a tenure of 2 years and 47 days, managing assets of 11.676 billion CNY, with a best return of 8.56% [3] - Min Wenqiang has a tenure of 276 days, managing assets of 384 million CNY, with a best return of 16.2% [3]

Group 1 - The core viewpoint of the news is that Yihua Automation has seen a significant increase in stock price and trading volume, indicating positive market sentiment towards the company [1] - Yihua Automation, established on December 6, 2010, specializes in the research, production, and sales of automation components, providing a one-stop supply for factory automation parts [1] - The company's main business revenue composition includes linear motion parts (34.61%), aluminum profiles and accessories (20.16%), machined parts (16.38%), transmission components (15.07%), and electronic and electrical components (13.09%) [1] Group 2 - From the perspective of fund holdings, Yihua Automation is a significant position in the Rongtong Fund, specifically in the Rongtong Cross-Border Growth Flexible Allocation Mixed Fund, which held 17,600 shares, accounting for 2.11% of the fund's net value [2] - The Rongtong Cross-Border Growth Flexible Allocation Mixed Fund has a total scale of 19.0271 million, with a year-to-date return of 6.17% and a one-year return of 19.08% [2] Group 3 - The fund managers of the Rongtong Cross-Border Growth Flexible Allocation Mixed Fund include Liu Ankun, Liu Lining, and Min Wenqiang, with varying tenures and performance records [3] - Liu Ankun has a tenure of 6 years and 120 days, with a best fund return of 74.5% during his management [3] - Liu Lining has a tenure of 2 years and 40 days, with a best fund return of 8.55% during his management [3]

Group 1 - The core viewpoint of the news is that Yihada Automation Co., Ltd. has seen a significant increase in its stock price, with a rise of 5.21% to 28.70 CNY per share, and a trading volume of 833 million CNY, indicating strong market interest [1] - Yihada was established on December 6, 2010, and went public on July 23, 2021. The company specializes in the research, production, and sales of automation components, providing a one-stop supply for factory automation parts [1] - The main revenue composition of Yihada includes linear motion parts (34.61%), aluminum profiles and accessories (20.16%), machined parts (16.38%), transmission components (15.07%), and electronic and electrical components (13.09%) [1] Group 2 - From the perspective of fund holdings, Yihada is a significant investment for Wanjia Fund, with its Wanjia Growth Mixed Fund increasing its holdings by 500,000 shares to a total of 2.5 million shares, representing 9.45% of the fund's net value [2] - The Wanjia Growth Mixed Fund (161914) was established on August 14, 2020, and has a current scale of 510 million CNY. It has achieved a return of 37.13% this year, ranking 1741 out of 8184 in its category [2] - The fund manager, Huang Xingliang, has been in position for 11 years and 207 days, with the fund's total asset scale at 14.972 billion CNY. The best return during his tenure is 97.56%, while the worst is -34.2% [3]