金鹰民丰回报混合（004265）成立日期2017年6月28日，最新规模1.81亿。今年以来收益22.79%，同类 排名4321/8152；近一年收益27.25%，同类排名3433/8038；成立以来收益82.04%。 10月30日，洪田股份涨5.26%，截至发稿，报56.80元/股，成交4.17亿元，换手率3.65%，总市值118.14 亿元。 资料显示，江苏洪田科技股份有限公司位于江苏省苏州市相城区高铁新城青龙港路60号港口大厦12层 1211室，成立日期2001年10月29日，上市日期2015年12月10日，公司主营业务涉及从事石油、天然气及 页岩气钻采设备的研发、生产和销售。主营业务收入构成为：油电气类分部59.08%，电解铜箔设备业 40.92%。 从基金十大重仓股角度 数据显示，金鹰基金旗下1只基金重仓洪田股份。金鹰民丰回报混合（004265）三季度持有股数7万股， 占基金净值比例为1.9%，位居第六大重仓股。根据测算，今日浮盈赚取约19.88万元。 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） ...

Core Viewpoint - Hongtian Co., Ltd. has experienced significant stock price fluctuations and changes in shareholder structure, reflecting both growth and challenges in its financial performance [1][2][3][4]. Group 1: Stock Performance - As of September 30, Hongtian's stock price decreased by 2.09% to 49.11 CNY per share, with a trading volume of 92.36 million CNY and a turnover rate of 0.89%, resulting in a total market capitalization of 10.215 billion CNY [1]. - Year-to-date, Hongtian's stock price has increased by 95.25%, with a 2.31% rise over the last five trading days, a 0.43% increase over the last 20 days, and an 83.16% increase over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, Hongtian reported a revenue of 386 million CNY, a year-on-year decrease of 43.40%, and a net profit attributable to shareholders of -35.51 million CNY, representing a year-on-year decline of 159.16% [3]. - The company has distributed a total of 302 million CNY in dividends since its A-share listing, with 50.78 million CNY distributed over the past three years [4]. Group 3: Shareholder Structure - As of June 30, 2025, the number of shareholders increased by 53.16% to 13,300, while the average circulating shares per person decreased by 34.71% to 15,691 shares [3]. - New institutional shareholders include Hong Kong Central Clearing Limited and Guotai Junan Growth Flexible Allocation Mixed Fund, holding 2.0333 million shares and 1.7952 million shares, respectively [4].

Company Overview - Jiangsu Hongtian Technology Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on October 29, 2001, with its listing date on December 10, 2015 [2] - The company's main business involves the research, production, and sales of drilling equipment for oil, natural gas, and shale gas [2] - The revenue composition includes: 64.91% from electrolytic copper foil equipment, 21.52% from oil and gas forged products, 8.17% from steel trading, 3.69% from other (supplementary), 1.70% from oil and gas processing, and 0.00% from other minor sales [2] Financial Performance - As of June 30, 2025, the company reported a revenue of 386 million yuan, a year-on-year decrease of 43.40%, and a net profit attributable to shareholders of -35.51 million yuan, a year-on-year decrease of 159.16% [2] - The company has distributed a total of 302 million yuan in dividends since its A-share listing, with 50.71 million yuan distributed over the past three years [3] Stock Performance - On September 12, the stock price of Hongtian increased by 2.56%, reaching 54.99 yuan per share, with a trading volume of 261 million yuan and a turnover rate of 2.35%, resulting in a total market capitalization of 11.44 billion yuan [1] - Year-to-date, the stock price has risen by 118.62%, with a 5-day increase of 11.09%, a 20-day increase of 6.55%, and a 60-day increase of 133.37% [1] - The stock has appeared on the "Dragon and Tiger List" 12 times this year, with the most recent appearance on August 19, where it recorded a net buy of -2.23 million yuan [1] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 53.16% to 13,300, with an average of 15,691 circulating shares per person, a decrease of 34.71% [2] - Notable new institutional shareholders include Hong Kong Central Clearing Limited and Guotai Junan Growth Flexible Allocation Mixed Fund, holding 2.03 million shares and 1.80 million shares respectively [3]

Core Viewpoint - The investigation into Hongtian Co., Ltd. and Nord Co., Ltd. by the China Securities Regulatory Commission (CSRC) highlights significant governance issues and raises concerns about compliance in capital operations due to undisclosed related-party transactions [1][3]. Group 1: Regulatory Investigation - Both Hongtian and Nord have been investigated for failing to disclose related-party transactions, with the CSRC launching formal inquiries into their executives [1][3]. - The investigation was triggered by a secret asset sale by Hongtian, involving a property transaction with a related party, which was not disclosed until the annual report [4][3]. - The close business relationship between Hongtian and Nord, with related transactions amounting to 405 million yuan (approximately 58.5 million USD), raises questions about undisclosed connections between their major shareholders [4][3]. Group 2: Financial Performance - Hongtian's revenue plummeted by 38.6% year-on-year to 1.374 billion yuan (approximately 193 million USD) in 2024, with net profit down 42.87% to 117 million yuan (approximately 16.5 million USD) [5][6]. - Nord reported a revenue increase of 15.4% to 5.28 billion yuan (approximately 748 million USD) in 2024, but suffered a net loss of 352 million yuan (approximately 49.5 million USD) [5][7]. - The financial struggles of both companies are compounded by industry challenges, including price wars and rising costs, leading to significant declines in profit margins [5][7]. Group 3: Control and Governance Issues - Concerns about control changes at Hongtian have emerged, with the actual controller shifting from founder Shu Zhigao to Zhao Weibin, while Shu remains involved through related parties [10][12]. - The series of transactions by Hongtian, including the acquisition of Hongtian Technology and the sale of traditional business units, has raised suspicions of undisclosed arrangements [12][10]. - Regulatory scrutiny has intensified, with the Shanghai Stock Exchange questioning the fairness of related-party transaction pricing and the nature of recent acquisitions and divestitures [12][10].