截至12月19日，通威股份股东户数29.35万，较上期增加16.48%；人均流通股15337股，较上期减少 14.15%。2025年1月-9月，通威股份实现营业收入646.00亿元，同比减少5.38%；归母净利润-52.70亿 元，同比减少32.64%。 12月31日，通威股份盘中下跌2.05%，截至13:56，报20.58元/股，成交8.16亿元，换手率0.87%，总市值 926.51亿元。 资金流向方面，主力资金净流出1.09亿元，特大单买入7030.63万元，占比8.62%，卖出1.97亿元，占比 24.18%；大单买入1.88亿元，占比23.10%，卖出1.71亿元，占比20.94%。 通威股份今年以来股价跌6.92%，近5个交易日跌2.19%，近20日跌6.54%，近60日跌7.67%。 资料显示，通威股份有限公司位于中国(四川)自由贸易试验区成都市高新区天府大道中段588号，成立 日期1995年12月8日，上市日期2004年3月2日，公司主营业务涉及水产饲料、畜禽饲料等产品的研究、 生产和销售;高纯晶硅、太阳能电池等产品的研发、生产、销售为主。主营业务收入构成为：光伏相关 产品65.86%，饲料、 ...

12月30日，天马科技盘中下跌2.01%，截至13:04，报16.59元/股，成交2.07亿元，换手率2.44%，总市值 83.89亿元。 资金流向方面，主力资金净流入271.10万元，特大单买入1211.63万元，占比5.87%，卖出2058.94万元， 占比9.97%；大单买入5644.46万元，占比27.33%，卖出4526.06万元，占比21.92%。 天马科技今年以来股价涨30.22%，近5个交易日涨3.75%，近20日涨5.60%，近60日涨3.62%。 今年以来天马科技已经2次登上龙虎榜，最近一次登上龙虎榜为12月11日，当日龙虎榜净买入-9076.88 万元；买入总计8257.45万元 ，占总成交额比9.91%；卖出总计1.73亿元 ，占总成交额比20.80%。 资料显示，福建天马科技集团股份有限公司位于福建省福清市上迳镇工业区，成立日期2005年12月13 日，上市日期2017年1月17日，公司主营业务涉及从事特种水产配合饲料研发、生产、销售。主营业务 收入构成为：畜禽饲料销售52.67%，特水饲料销售22.77%，养殖销售20.46%，食品销售13.68%，原料 销售5.27%，其他(补充 ...

12月18日，福建天马科技集团股份有限公司（603668.SH，以下简称"天马科技"）发布公告称，天马科技及合并报表范围内子公司因税务自查需补缴税款及 滞纳金合计536.25万元，相关款项已全额缴纳完毕。 公告显示，本次补缴系天马科技及子公司根据税务部门要求开展涉税事项自查后确认，依据相关规定，该事项不属于前期会计差错，不涉及前期财务数据追 溯调整。补缴的税款及滞纳金将计入天马科技2025年当期损益，预计将减少本年度归属于上市公司股东的净利润536.25万元。 从行业情况来看，2025年以来已有多家A股上市公司因税务合规自查等原因披露补缴税款相关公告，多为税会处理差异、政策理解偏差等因素导致，且大多 已完成款项缴纳且不涉及行政处罚。 天马科技的主营业务包括特种水产饲料、畜禽饲料的研发、生产与销售，水产养殖，以及健康食品的加工与销售等，业务覆盖渔牧产业多个环节。 ...

资金逢低布局畜牧板块，畜牧ETF(159867)盘中净申购3800万份。 截至2025年12月4日 13:33，中证畜牧养殖指数(930707)成分股方面涨跌互现，海大集团(002311)领涨 1.44%，华英农业(002321)上涨1.43%，中牧股份(600195)上涨1.28%；罗牛山(000735)领跌。畜牧 ETF(159867)最新报价0.64元。 畜牧ETF跟踪指数中证畜牧[930707.CSI]，数据显示，申万三级行业中： 1. 生猪板块：小体重猪出栏占比上升，持续关注冬季疫病防控情况！猪价持续阴跌&仔猪价格企稳。截 至11月末，全国生猪均价11.63元/kg，行业自繁自养亏损为111元/头。需求端，天气转凉，北方屠宰企 业表现在低猪价阶段的主动加量动作，南方市场主要以川渝区域带动为主，地方性尝鲜期腌腊消费开 启，本周日度屠宰样本日均宰杀量环比增加3.39%。同时受气温下降影响，山东南部、辽宁西部部分区 域有零星猪病散发，90kg以下小体重猪整体出栏占比为4.83%，较上周增加0.34%。应重视生猪板块空 间和重视优秀企业的盈利能力，在25年猪价持续低位与政策引导情况下，后续产能有望去化。 动 ...

Core Viewpoint - Tongwei Co., Ltd. has shown a mixed performance in stock price and financial results, with a notable decline in revenue and net profit for the first nine months of 2025, while maintaining a significant market presence in the photovoltaic and feed industries [1][2]. Financial Performance - As of October 31, 2025, Tongwei Co., Ltd. reported a revenue of 646.00 billion yuan, a year-on-year decrease of 5.38%, and a net profit of -52.70 billion yuan, down 32.64% compared to the previous year [2]. - The company's stock price increased by 5.65% year-to-date, with a recent 2.10% rise on December 1, 2025, reaching 23.36 yuan per share [1]. Shareholder Information - The number of shareholders increased to 252,000, a rise of 1.12%, while the average number of circulating shares per person decreased by 1.11% to 17,865 shares [2]. - The company has distributed a total of 251.92 billion yuan in dividends since its A-share listing, with 169.23 billion yuan distributed in the last three years [3]. Market Position - Tongwei Co., Ltd. operates primarily in the photovoltaic sector, with 65.86% of its revenue coming from solar-related products and 32.89% from feed and food products [1]. - The company is categorized under the power equipment and photovoltaic equipment industry, with significant involvement in multi-crystalline silicon and HJT battery sectors [1]. Institutional Holdings - As of September 30, 2025, major institutional shareholders include Hong Kong Central Clearing Limited, holding 136 million shares, and various ETFs, all of which have seen a reduction in their holdings compared to the previous period [3].

Group 1 - The core point of the news is that Tongwei Co., Ltd. experienced a stock decline of 5.04%, with a current share price of 23.35 yuan and a total market capitalization of 105.12 billion yuan [1] - Tongwei's main business includes research, production, and sales of aquaculture feed and livestock feed, as well as high-purity crystalline silicon and solar cells, with revenue composition being 65.86% from photovoltaic products, 32.89% from feed and food products, and 1.25% from other sources [1] Group 2 - From the perspective of major fund holdings, Yongying Fund has one fund heavily invested in Tongwei, specifically the Yongying Hexiang Mixed Fund A, which held 44,400 shares, accounting for 1.17% of the fund's net value [2] - The Yongying Hexiang Mixed Fund A has a total scale of 65.76 million yuan and has achieved a year-to-date return of 11.3%, ranking 5413 out of 8136 in its category [2] Group 3 - The fund manager of Yongying Hexiang Mixed Fund A is Zeng Wanyun, who has a tenure of 4 years and 196 days, with the fund's total asset size being 1.207 billion yuan [3] - During Zeng Wanyun's tenure, the best fund return was 27.96%, while the worst return was 0.28% [3]

Core Viewpoint - Tongwei Co., Ltd. has experienced a decline in stock price and significant changes in shareholder structure, alongside a decrease in revenue and net profit for the first nine months of 2025 [1][2]. Financial Performance - As of October 20, 2025, Tongwei Co., Ltd. reported a revenue of 646.00 billion yuan, a year-on-year decrease of 5.38% - The company recorded a net profit attributable to shareholders of -52.70 billion yuan, representing a year-on-year decrease of 32.64% [2]. Stock Market Activity - On November 18, 2025, Tongwei's stock price fell by 2.02%, trading at 24.71 yuan per share with a total transaction volume of 12.33 billion yuan - The stock has increased by 11.76% year-to-date, but has seen a decline of 7.52% over the past five trading days [1]. Shareholder Structure - As of October 20, 2025, the number of shareholders decreased to 249,200, a reduction of 12.13% - The average number of circulating shares per shareholder increased by 13.81% to 18,065 shares [2]. Dividend Distribution - Since its A-share listing, Tongwei has distributed a total of 251.92 billion yuan in dividends, with 169.23 billion yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, major institutional shareholders have reduced their holdings, with Hong Kong Central Clearing Limited holding 136 million shares, down by 27.91 million shares from the previous period [3].

Group 1 - The core point of the news is that Tongwei Co., Ltd. experienced a stock price increase of 5.17%, reaching 26.25 CNY per share, with a trading volume of 1.989 billion CNY and a turnover rate of 1.71%, resulting in a total market capitalization of 118.177 billion CNY [1] - Tongwei Co., Ltd. is primarily engaged in the research, production, and sales of aquaculture feed and livestock feed, as well as high-purity crystalline silicon and solar cells, with revenue composition being 65.86% from photovoltaic-related products, 32.89% from feed and food products, and 1.25% from other sources [1] Group 2 - According to data from the top ten heavy stocks of funds, Bosera Fund has one fund heavily invested in Tongwei Co., Ltd. The Bosera CSI Photovoltaic Industry Index A (015993) reduced its holdings by 8,000 shares in the third quarter, holding 241,400 shares, which accounts for 4.68% of the fund's net value, ranking as the fifth-largest heavy stock [2] - The Bosera CSI Photovoltaic Industry Index A (015993) has a current scale of 23.6162 million CNY and has achieved a return of 38.45% this year, ranking 1290 out of 4216 in its category, with a one-year return of 18.29%, ranking 2520 out of 3913, and a cumulative loss of 35.01% since inception [2]

Group 1 - The core viewpoint of the news is that Tianma Technology's stock has increased by 5.07%, reaching a price of 14.91 CNY per share, with a trading volume of 371 million CNY and a turnover rate of 5.06%, resulting in a total market capitalization of 7.509 billion CNY [1] - Tianma Technology, established on December 13, 2005, and listed on January 17, 2017, is primarily engaged in the research, production, and sales of special aquatic feed, with its main revenue sources being: livestock and poultry feed sales (52.67%), special aquatic feed sales (22.77%), breeding sales (20.46%), food sales (13.68%), raw material sales (5.27%), and other sales (0.42%) [1] Group 2 - From the perspective of Tianma Technology's top ten circulating shareholders, Guotai Fund's ETF, Guotai Zhongzheng Livestock Breeding ETF (159865), has increased its holdings by 2.6889 million shares, now holding a total of 7.6938 million shares, which accounts for 1.53% of the circulating shares [2] - The Guotai Zhongzheng Livestock Breeding ETF (159865) was established on March 1, 2021, with a current scale of 6.097 billion CNY, and has achieved a return of 15.11% this year, ranking 3262 out of 4216 in its category [2]

Group 1 - The core point of the news is that Tongwei Co., Ltd. experienced a 5.07% drop in stock price, closing at 23.58 yuan per share, with a trading volume of 2.46 billion yuan and a turnover rate of 2.25%, resulting in a total market capitalization of 106.16 billion yuan [1] - Tongwei Co., Ltd. is located in Chengdu, Sichuan, China, and was established on December 8, 1995, with its stock listed on March 2, 2004. The company primarily engages in the research, production, and sales of aquaculture feed, livestock feed, high-purity crystalline silicon, and solar cells [1] - The revenue composition of Tongwei Co., Ltd. is as follows: 65.86% from photovoltaic-related products, 32.89% from feed, food, and related products, and 1.25% from other supplementary products [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Invesco Great Wall holds a significant position in Tongwei Co., Ltd. The Invesco Great Wall Jingli Growth Mixed A fund (010706) held 91,400 shares in the second quarter, accounting for 3.65% of the fund's net value, ranking as the tenth largest heavy stock [2] - The Invesco Great Wall Jingli Growth Mixed A fund was established on May 7, 2021, with a latest scale of 41.95 million yuan. Year-to-date, it has achieved a return of 15.57%, ranking 5061 out of 8160 in its category, and a one-year return of 9.25%, ranking 6111 out of 8021. Since its inception, it has incurred a loss of 6.55% [2]