11月25日，特变电工盘中上涨2.04%，截至09:38，报21.96元/股，成交5.08亿元，换手率0.46%，总市值 1109.59亿元。 资金流向方面，主力资金净流入493.81万元，特大单买入8152.92万元，占比16.03%，卖出5573.10万 元，占比10.96%；大单买入9083.33万元，占比17.86%，卖出1.12亿元，占比21.97%。 特变电工今年以来股价涨75.82%，近5个交易日跌3.64%，近20日涨14.43%，近60日涨52.18%。 今年以来特变电工已经1次登上龙虎榜，最近一次登上龙虎榜为11月5日。 资料显示，特变电工股份有限公司位于新疆维吾尔自治区昌吉市北京南路189号，成立日期1993年2月26 日，上市日期1997年6月18日，公司主营业务涉及输变电业务、新能源业务及能源业务。主营业务收入 构成为：电气设备产品27.64%，煤炭产品18.27%，电线电缆产品16.22%，新能源产品及工程13.06%， 发电业务7.16%，铝电子新材料、铝及合金制品6.90%，输变电成套工程4.82%，其他(补充)2.11%，其他 1.63%，黄金1.58%，物流贸易0.60%。 ...

Core Points - The stock price of TBEA Co., Ltd. increased by 2.04% on November 20, reaching 23.50 CNY per share, with a trading volume of 1.742 billion CNY and a market capitalization of 118.741 billion CNY [1] - Year-to-date, TBEA's stock price has risen by 88.15%, but it has seen a decline of 5.77% over the last five trading days [1] - The company reported a revenue of 72.988 billion CNY for the first nine months of 2025, reflecting a year-on-year growth of 0.90%, and a net profit of 5.484 billion CNY, which is a 27.62% increase year-on-year [2] Financial Performance - TBEA has cumulatively distributed 15.118 billion CNY in dividends since its A-share listing, with 6.591 billion CNY distributed in the last three years [3] - As of September 30, 2025, TBEA had 354,100 shareholders, an increase of 10.92% from the previous period, with an average of 14,268 circulating shares per shareholder, a decrease of 9.84% [2] Shareholder Information - The third-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 116 million shares, a decrease of 10.7 million shares from the previous period [3] - The fourth-largest circulating shareholder is Huatai-PB CSI 300 ETF, holding 86.008 million shares, down by 3.9053 million shares from the previous period [3] Business Overview - TBEA's main business segments include electrical equipment products (27.64%), coal products (18.27%), and electrical cables (16.22%), among others [1]

Group 1 - The core viewpoint of the news is that Jinbei Electric has experienced fluctuations in its stock price and trading volume, with a notable decline in recent days despite a year-to-date increase in stock value [1][2] - As of November 19, Jinbei Electric's stock price was 12.05 yuan per share, with a market capitalization of 8.844 billion yuan and a trading volume of 1.32 billion yuan [1] - The company has seen a net outflow of main funds amounting to 7.38 million yuan, with significant buying and selling activities from large orders [1] Group 2 - Jinbei Electric's revenue for the period from January to September 2025 reached 14.769 billion yuan, reflecting a year-on-year growth of 15.92%, while the net profit attributable to shareholders was 464 million yuan, up 8.73% [2] - The company has a diverse business model, with its main revenue sources being wire and cable products (59.33%) and electromagnetic wire products (40.13%) [1][2] - Jinbei Electric has distributed a total of 1.931 billion yuan in dividends since its A-share listing, with 875 million yuan distributed over the past three years [3]

Core Viewpoint - Jinbei Electric experienced a stock price decline of 2.00% on November 18, with a current price of 12.25 CNY per share and a total market capitalization of 8.991 billion CNY [1] Financial Performance - For the period from January to September 2025, Jinbei Electric achieved a revenue of 14.769 billion CNY, representing a year-on-year growth of 15.92%. The net profit attributable to shareholders was 464 million CNY, reflecting an 8.73% increase compared to the previous year [2] - Since its A-share listing, Jinbei Electric has distributed a total of 1.931 billion CNY in dividends, with 875 million CNY distributed over the past three years [3] Stock Market Activity - The stock has seen a year-to-date increase of 27.71%, but has declined by 8.38% over the last five trading days and 1.05% over the last twenty days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on August 1, where it recorded a net buy of 113 million CNY [1] Shareholder Information - As of September 30, 2025, the number of shareholders for Jinbei Electric was 41,300, a decrease of 5.72% from the previous period. The average number of circulating shares per shareholder increased by 6.07% to 15,447 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 15.477 million shares, a decrease of 578,700 shares from the previous period [3] Business Overview - Jinbei Electric, established on May 24, 2004, and listed on December 31, 2010, is located in Changsha, Hunan Province. The company specializes in the research, production, and sales of wire and cable products, with revenue composition of 59.33% from wire and cable products, 40.13% from electromagnetic wire products, and 0.55% from cold chain and automotive aftermarket services [1]

Core Insights - Jinbei Electric experienced a decline of 2.34% in stock price on November 17, with a trading volume of 257 million yuan [1] - The company reported a financing buy-in of 32.12 million yuan and a financing repayment of 42.77 million yuan on the same day, resulting in a net financing outflow of 10.64 million yuan [1] - As of November 17, the total balance of margin trading for Jinbei Electric was 460 million yuan, which accounts for 5.01% of its circulating market value [1] Financing Summary - On November 17, Jinbei Electric had a financing buy-in of 32.12 million yuan, with a current financing balance of 460 million yuan, indicating a high level compared to the past year [1] - The financing balance exceeds the 90th percentile level over the past year, indicating a strong position in terms of financing [1] - In terms of securities lending, there were no shares sold or repaid on November 17, with the lending balance remaining at zero, which is below the 50th percentile level over the past year [1] Company Performance - As of September 30, the number of shareholders for Jinbei Electric was 41,300, a decrease of 5.72% from the previous period [2] - The average number of circulating shares per shareholder increased by 6.07% to 15,447 shares [2] - For the period from January to September 2025, Jinbei Electric achieved a revenue of 14.769 billion yuan, representing a year-on-year growth of 15.92%, and a net profit attributable to shareholders of 464 million yuan, up 8.73% year-on-year [2] Dividend Information - Since its A-share listing, Jinbei Electric has distributed a total of 1.931 billion yuan in dividends, with 875 million yuan distributed over the past three years [2] Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder, holding 15.477 million shares, a decrease of 578,700 shares from the previous period [2] - Guoshou Anbao Smart Life Stock A ranked as the ninth-largest circulating shareholder, holding 4.7074 million shares, down by 900,000 shares from the previous period [2]

Core Insights - The stock price of TBEA Co., Ltd. has experienced a decline of 2.03% on November 17, trading at 23.18 CNY per share with a market capitalization of 117.12 billion CNY [1] - Year-to-date, TBEA's stock has increased by 85.59%, but it has seen a recent decline of 12.03% over the last five trading days [1][2] - The company reported a revenue of 72.99 billion CNY for the first nine months of 2025, reflecting a year-on-year growth of 0.90%, while net profit attributable to shareholders increased by 27.62% to 5.48 billion CNY [2] Financial Performance - TBEA's main business segments include electrical equipment products (27.64%), coal products (18.27%), and electrical cables (16.22%) [1] - The company has distributed a total of 15.12 billion CNY in dividends since its A-share listing, with 6.59 billion CNY distributed in the last three years [3] Shareholder Information - As of September 30, 2025, TBEA had 354,100 shareholders, an increase of 10.92% from the previous period [2] - The largest shareholder, Hong Kong Central Clearing Limited, holds 116 million shares, a decrease of 10.7 million shares from the previous period [3]

据天眼查APP显示，上海摩恩电气股份有限公司成立于1997年10月05日，注册资本44067万人民币。 （数据宝） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.11.10 | 10.03 | 32.60 | -28263.06 | | 2025.11.07 | 9.97 | 16.03 | -873.79 | | 2025.11.06 | 10.04 | 1.51 | 4366.10 | | 2025.11.05 | 10.01 | 4.89 | 2544.20 | | 2025.11.04 | 10.03 | 8.54 | 7502.03 | | 2025.11.03 | 1.43 | 1.98 | 287.50 | | 2025.10.31 | 0.72 | 1.57 | -324.39 | | 2025.10.30 | -1.00 | 1.65 | -121.10 | | 2025.10.29 | -0.14 | 1.59 | -133.59 | | 2025.10.28 | 0.72 ...

Group 1 - The core viewpoint of the news is that Jinbei Electric experienced a stock price increase of 5.1%, reaching 13.80 yuan per share, with a trading volume of 439 million yuan and a turnover rate of 5.17%, resulting in a total market capitalization of 10.128 billion yuan [1] - Jinbei Electric Co., Ltd. is located in Changsha, Hunan Province, and was established on May 24, 2004, with its listing date on December 31, 2010. The company's main business involves the research, production, and sales of wire and cable products [1] - The revenue composition of Jinbei Electric includes 59.33% from wire and cable products, 40.13% from electromagnetic wire products, and 0.55% from cold chain and automotive aftermarket services [1] Group 2 - From the perspective of major fund holdings, Minsheng Jianyin Fund has a significant position in Jinbei Electric, with its fund "Minsheng Jianyin Smart Growth Stock A" holding 39,000 shares, accounting for 0.6% of the fund's net value, making it the second-largest holding [2] - The fund "Minsheng Jianyin Smart Growth Stock A" was established on June 28, 2024, with a latest scale of 26.924 million. It has achieved a year-to-date return of 23.85%, ranking 2260 out of 4216 in its category, and a one-year return of 25.08%, ranking 1780 out of 3901 [2] - The fund manager, He Jiang, has a cumulative tenure of 14 years and 169 days, with the total asset scale of the fund being 864 million yuan. The best fund return during his tenure is 64.25%, while the worst is -49.3% [2]

Group 1 - The core point of the news is that Jinbei Electric experienced a 5.1% increase in stock price, reaching 13.80 CNY per share, with a trading volume of 439 million CNY and a turnover rate of 5.17%, resulting in a total market capitalization of 10.128 billion CNY [1] - Jinbei Electric Co., Ltd. is located in Changsha, Hunan Province, and was established on May 24, 2004. It was listed on December 31, 2010. The company's main business involves the research, production, and sales of electrical wire and cable products [1] - The revenue composition of Jinbei Electric includes 59.33% from electrical wire and cable products, 40.13% from electromagnetic wire products, and 0.55% from cold chain and automotive aftermarket services [1] Group 2 - From the perspective of major fund holdings, one fund under Caitong Securities Asset Management has a significant position in Jinbei Electric. The Caitong Asset Management Xinrui Mixed A Fund (004900) held 10,800 shares in the third quarter, accounting for 0.68% of the fund's net value, ranking as the eighth largest holding [2] - The Caitong Asset Management Xinrui Mixed A Fund (004900) was established on December 6, 2017, with a latest scale of 7.5953 million CNY. Year-to-date returns are 9.67%, ranking 5820 out of 8150 in its category; the one-year return is 13.4%, ranking 4976 out of 8043; and since inception, the return is 68.51% [2] Group 3 - The fund managers of Caitong Asset Management Xinrui Mixed A Fund (004900) are Shi Yushan and Ma Hang. As of the report, Shi Yushan has served for 3 years and 186 days, with a total fund asset size of 3.577 billion CNY, achieving a best return of 21.8% and a worst return of 0.04% during his tenure [3] - Ma Hang has served for 3 years and 7 days, managing a total fund asset size of 1.711 billion CNY, with a best return of 10.48% and a worst return of -0.43% during his tenure [3]

Group 1 - The core viewpoint of the news is that Jinbei Electric experienced a 5.1% increase in stock price, reaching 13.80 yuan per share, with a trading volume of 439 million yuan and a turnover rate of 5.17%, resulting in a total market capitalization of 10.128 billion yuan [1] - Jinbei Electric Co., Ltd. is located in Changsha, Hunan Province, and was established on May 24, 2004. It was listed on December 31, 2010. The company's main business involves the research, production, and sales of wire and cable products, with revenue composition as follows: 59.33% from wire and cable products, 40.13% from electromagnetic wire products, and 0.55% from cold chain and automotive aftermarket services [1] Group 2 - From the perspective of major circulating shareholders, Guoshou Anbao Fund has a fund that ranks among the top ten circulating shareholders of Jinbei Electric. The Guoshou Anbao Smart Life Stock A (001672) reduced its holdings by 900,000 shares in the third quarter, now holding 4.7074 million shares, which accounts for 0.74% of the circulating shares. The estimated floating profit today is approximately 3.154 million yuan [2] - Guoshou Anbao Smart Life Stock A (001672) was established on September 1, 2015, with a latest scale of 2.21 billion yuan. Year-to-date returns are 36.02%, ranking 1232 out of 4216 in its category; the one-year return is 41.68%, ranking 872 out of 3901; and since inception, the return is 219.38% [2]