11月25日，江特电机盘中上涨2.09%，截至13:06，报10.25元/股，成交7.46亿元，换手率4.35%，总市值 174.90亿元。 资金流向方面，主力资金净流出7043.31万元，特大单买入2837.82万元，占比3.80%，卖出5538.23万 元，占比7.43%；大单买入1.44亿元，占比19.25%，卖出1.87亿元，占比25.07%。 江特电机今年以来股价涨38.33%，近5个交易日跌14.01%，近20日涨2.19%，近60日涨12.02%。 今年以来江特电机已经3次登上龙虎榜，最近一次登上龙虎榜为10月30日，当日龙虎榜净买入2.77亿 元；买入总计5.77亿元 ，占总成交额比15.34%；卖出总计3.01亿元 ，占总成交额比7.99%。 江特电机所属申万行业为：电力设备-电机Ⅱ-电机Ⅲ。所属概念板块包括：固态电池、锂电池、三元锂 电、风能、海上风电等。 截至9月30日，江特电机股东户数22.25万，较上期增加8.82%；人均流通股7666股，较上期减少8.11%。 2025年1月-9月，江特电机实现营业收入14.32亿元，同比增长14.62%；归母净利润-1.13亿元，同比减少 37. ...

11月20日，江特电机涨5.09%，截至发稿，报12.80元/股，成交8.20亿元，换手率3.88%，总市值218.41 亿元。 广发中证1000ETF（560010）成立日期2022年7月28日，最新规模353.03亿。今年以来收益25.4%，同类 排名1920/4208；近一年收益21.96%，同类排名1979/3971；成立以来收益7.26%。 广发中证1000ETF（560010）基金经理为罗国庆。 资料显示，江西特种电机股份有限公司位于江西省宜春市袁州区环城南路581号，成立日期1995年5月11 日，上市日期2007年10月12日，公司主营业务涉及锂云母采选及碳酸锂加工,特种电机研发、生产和销 售。主营业务收入构成为：电机产品49.80%，锂矿采选及锂盐制造业47.21%，其他(补充)2.45%，其他 主营产品0.54%。 从江特电机十大流通股东角度 数据显示，广发基金旗下1只基金位居江特电机十大流通股东。广发中证1000ETF（560010）三季度减 持26.19万股，持有股数718.61万股，占流通股的比例为0.42%。根据测算，今日浮盈赚取约445.54万 元。 责任编辑：小浪快报 截至发稿 ...

Group 1 - Jiangte Electric's stock increased by 5.54%, reaching 12.58 CNY per share, with a trading volume of 1.728 billion CNY and a turnover rate of 8.23%, resulting in a total market capitalization of 21.466 billion CNY [1] - Jiangte Electric, established on May 11, 1995, and listed on October 12, 2007, is primarily engaged in lithium mica mining and lithium carbonate processing, as well as the research, production, and sales of special motors [1] - The company's revenue composition includes 49.80% from motor products, 47.21% from lithium mining and lithium salt manufacturing, and 2.45% from other supplementary products [1] Group 2 - Guotai Fund has a significant holding in Jiangte Electric, with the Guotai CSI Machine Tool ETF (159667) increasing its stake by 2.1532 million shares in the third quarter, bringing its total holdings to 3.887 million shares, which accounts for 3.33% of the fund's net value [2] - The Guotai CSI Machine Tool ETF (159667) was established on October 12, 2022, with a current size of 1.17 billion CNY, achieving a year-to-date return of 44.11% and a one-year return of 52.41% [2] - The fund manager, Miao Mengyu, has been in the position for 4 years and 54 days, with the fund's total assets amounting to 7.268 billion CNY, and the best return during the tenure being 56.07% [3]

11月19日，江特电机涨5.54%，截至发稿，报12.58元/股，成交17.28亿元，换手率8.23%，总市值214.66 亿元。 资料显示，江西特种电机股份有限公司位于江西省宜春市袁州区环城南路581号，成立日期1995年5月11 日，上市日期2007年10月12日，公司主营业务涉及锂云母采选及碳酸锂加工,特种电机研发、生产和销 售。主营业务收入构成为：电机产品49.80%，锂矿采选及锂盐制造业47.21%，其他(补充)2.45%，其他 主营产品0.54%。 责任编辑：小浪快报 截至发稿，赵宗庭累计任职时间8年219天，现任基金资产总规模3558.65亿元，任职期间最佳基金回报 121.58%， 任职期间最差基金回报-32.63%。 从基金十大重仓股角度 数据显示，华夏基金旗下1只基金重仓江特电机。华夏中证机床ETF（159663）三季度增持12.75万股， 持有股数48.1万股，占基金净值比例为3.36%，位居第十大重仓股。根据测算，今日浮盈赚取约31.75万 元。 华夏中证机床ETF（159663）成立日期2022年10月12日，最新规模1.43亿。今年以来收益42.82%，同类 排名713/4208； ...

Core Viewpoint - Jiangte Electric's stock price has shown significant growth this year, with a year-to-date increase of 53.71%, indicating strong market performance and investor interest [1][2]. Company Overview - Jiangte Electric, established on May 11, 1995, and listed on October 12, 2007, is located in Yichun City, Jiangxi Province. The company specializes in lithium mica mining and lithium carbonate processing, as well as the research, production, and sales of special motors [1][2]. - The company's main revenue sources are: electric motor products (49.80%), lithium mining and lithium salt manufacturing (47.21%), and other products (2.45%) [1]. Financial Performance - For the period from January to September 2025, Jiangte Electric reported a revenue of 1.432 billion yuan, reflecting a year-on-year growth of 14.62%. However, the net profit attributable to shareholders was -113 million yuan, a decrease of 37.31% compared to the previous year [2]. - The company has cumulatively distributed 99.68 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Shareholder Information - As of September 30, 2025, Jiangte Electric had 222,500 shareholders, an increase of 8.82% from the previous period. The average number of circulating shares per shareholder was 7,666, a decrease of 8.11% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 36.23 million shares, an increase of 7.36 million shares from the previous period [3].

Core Viewpoint - The company is developing axial flux motor products, aiming to launch a prototype by early 2026, which offers advantages over traditional radial flux motors in terms of compact structure, lighter weight, and higher power and torque output for the same volume/weight [1] Group 1: Product Development - The company has initiated the development of axial flux motor products [1] - The planned prototype launch is set for early 2026 [1] Group 2: Product Advantages - Axial flux motors are more compact and lighter compared to traditional radial flux motors [1] - These motors can deliver higher power and torque for the same volume and weight [1] Group 3: Application Potential - The axial flux motors are expected to have significant potential in humanoid robots, low-altitude economy, and new energy vehicles [1] - The company's five-axis machine tools can be directly used for processing precision components such as robot joints and gears [1] - The self-developed motor products are already being applied in the mass production of threaded grinding machines for processing screws and other threaded parts [1]

Core Viewpoint - Jiangte Electric's stock price has shown significant volatility, with a year-to-date increase of 50.74%, but a recent decline of 1.59% over the last five trading days [1][2] Group 1: Stock Performance - As of November 6, Jiangte Electric's stock price reached 11.17 yuan per share, with a market capitalization of 19.06 billion yuan [1] - The stock has experienced a trading volume of 1.049 billion yuan, with a turnover rate of 5.61% [1] - Year-to-date, the stock has been on the leaderboard three times, with the latest net purchase of 277 million yuan on October 30 [1] Group 2: Financial Performance - For the period from January to September 2025, Jiangte Electric reported a revenue of 1.432 billion yuan, reflecting a year-on-year growth of 14.62% [2] - The company recorded a net profit attributable to shareholders of -113 million yuan, a decrease of 37.31% compared to the previous year [2] Group 3: Business Overview - Jiangte Electric, established in 1995 and listed in 2007, is primarily engaged in lithium mica mining and lithium carbonate processing, as well as the research, production, and sales of special motors [1] - The company's revenue composition includes 49.80% from motor products, 47.21% from lithium mining and lithium salt manufacturing, and 2.45% from other sources [1] Group 4: Shareholder Information - As of September 30, 2025, Jiangte Electric had 222,500 shareholders, an increase of 8.82% from the previous period [2] - The average number of circulating shares per shareholder decreased by 8.11% to 7,666 shares [2] - The top three circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 7.36 million shares [3]

Core Insights - Jiangte Electric's stock price increased by 2.03% on November 5, reaching 11.06 CNY per share, with a total market capitalization of 18.872 billion CNY [1] - The company has seen a year-to-date stock price increase of 49.26%, with significant gains over various trading periods [1] - Jiangte Electric's main business segments include electric motor production and lithium mining, contributing 49.80% and 47.21% to revenue, respectively [1][2] Financial Performance - For the period from January to September 2025, Jiangte Electric reported a revenue of 1.432 billion CNY, reflecting a year-on-year growth of 14.62%, while the net profit attributable to shareholders was -113 million CNY, a decrease of 37.31% year-on-year [2] - The company has not distributed any dividends in the last three years, with cumulative payouts since its A-share listing amounting to 99.6772 million CNY [3] Shareholder Structure - As of September 30, 2025, Jiangte Electric had 222,500 shareholders, an increase of 8.82% from the previous period, with an average of 7,666 circulating shares per shareholder, down by 8.11% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 7.3554 million shares, and several ETFs that have seen a reduction in their holdings [3]

Core Viewpoint - Jiangte Electric's stock has experienced significant fluctuations, with a year-to-date increase of 47.23% and a recent decline of 2.06% on November 4, 2023, indicating volatility in investor sentiment and market conditions [1][2]. Company Overview - Jiangte Electric, established on May 11, 1995, and listed on October 12, 2007, is located in Yichun City, Jiangxi Province. The company specializes in lithium mica mining and lithium carbonate processing, as well as the research, production, and sales of special motors [1][2]. - The company's revenue composition includes 49.80% from motor products, 47.21% from lithium mining and lithium salt manufacturing, and 2.45% from other sources [1]. Financial Performance - For the period from January to September 2025, Jiangte Electric reported a revenue of 1.432 billion yuan, reflecting a year-on-year growth of 14.62%. However, the net profit attributable to shareholders was a loss of 113 million yuan, a decrease of 37.31% compared to the previous year [2]. - The company has cumulatively distributed 99.68 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [2]. Stock Market Activity - As of November 4, 2023, Jiangte Electric's stock price was 10.91 yuan per share, with a total market capitalization of 18.616 billion yuan. The stock has seen a trading volume of 884 million yuan and a turnover rate of 4.67% [1]. - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent net purchase of 277 million yuan on October 30, 2023 [1]. Shareholder Structure - As of September 30, 2025, Jiangte Electric had 222,500 shareholders, an increase of 8.82% from the previous period. The average number of tradable shares per shareholder decreased by 8.11% to 7,666 shares [2]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 36.2263 million shares, and various ETFs, with some experiencing a decrease in holdings [2].

Core Insights - The company reported a total revenue of 478 million yuan for Q3 2025, ranking 22nd among disclosed peers [1] - The net profit attributable to shareholders was 39.22 million yuan, ranking 20th among disclosed peers [1] - The net cash flow from operating activities was -8.66 million yuan, a decrease of 52.97 million yuan compared to the same period last year, representing a year-on-year decline of 119.54% [1] Financial Metrics - The latest debt-to-asset ratio is 39.34% [3] - The latest gross profit margin is 25.86%, down by 1.65 percentage points from the previous quarter [3] - The latest return on equity (ROE) is 5.84% [3] - The diluted earnings per share (EPS) is 0.17 yuan, ranking 19th among disclosed peers [3] - The total asset turnover ratio is 0.43 times, ranking 18th among disclosed peers [3] - The inventory turnover ratio is 1.22 times, ranking 25th among disclosed peers [3] Shareholder Structure - The number of shareholders is 19,400, with the top ten shareholders holding 154 million shares, accounting for 65.67% of the total share capital [3] - The largest shareholder is Beijing Gaodi Resource Development Co., Ltd., holding 30.01% [3] - Other significant shareholders include Wang Jianyu (16.1%), Wang Jiankai (9.65%), and Liu Xin (2.67%) [3]