12月19日，天奈科技盘中上涨2.08%，截至09:50，报46.57元/股，成交5966.37万元，换手率0.35%，总 市值170.69亿元。 分红方面，天奈科技A股上市后累计派现2.44亿元。近三年，累计派现1.79亿元。 机构持仓方面，截止2025年9月30日，天奈科技十大流通股东中，香港中央结算有限公司位居第八大流 通股东，持股391.27万股，为新进股东。嘉实新能源新材料股票A（003984）位居第十大流通股东，持 股316.41万股，持股数量较上期不变。 资金流向方面，主力资金净流入244.95万元，特大单买入557.22万元，占比9.34%，卖出421.25万元，占 比7.06%；大单买入1674.61万元，占比28.07%，卖出1565.64万元，占比26.24%。 责任编辑：小浪快报 天奈科技所属申万行业为：电力设备-电池-电池化学品。所属概念板块包括：固态电池、石墨烯、钠电 池、磷酸铁锂、储能等。 截至9月30日，天奈科技股东户数2.47万，较上期增加3.63%；人均流通股13949股，较上期减少3.50%。 2025年1月-9月，天奈科技实现营业收入10.01亿元，同比减少3.79%； ...

Core Viewpoint - Tianwei Technology's stock price has shown fluctuations, with a year-to-date increase of 31.03%, but a recent decline over the past 20 days, indicating potential volatility in investor sentiment [1][2]. Company Overview - Jiangsu Tianwei Technology Co., Ltd. specializes in the research, production, and sales of nano-scale carbon materials, with a primary revenue source from carbon nanotube conductive pastes, accounting for 98.04% of its business [1]. - The company was established on January 6, 2011, and went public on September 25, 2019 [1]. Financial Performance - For the period from January to September 2025, Tianwei Technology reported a revenue of 1 billion yuan, a year-on-year decrease of 3.79%, while the net profit attributable to shareholders was 196 million yuan, reflecting a year-on-year increase of 7.39% [2]. - Cumulatively, the company has distributed 244 million yuan in dividends since its A-share listing, with 179 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 3.63% to 24,700, with an average of 13,949 circulating shares per person, a decrease of 3.50% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the eighth largest shareholder, holding 3.91 million shares, and Jiashi New Energy Materials Stock A as the tenth largest, holding 3.16 million shares [3]. Market Activity - On December 2, Tianwei Technology's stock price fell by 2.03% to 50.66 yuan per share, with a trading volume of 142 million yuan and a turnover rate of 0.76% [1]. - The stock experienced a net outflow of 21.17 million yuan from major funds, with significant selling pressure observed [1].

Group 1 - Tianai Technology's stock increased by 5.17%, reaching 52.47 CNY per share, with a trading volume of 287 million CNY and a turnover rate of 1.52%, resulting in a total market capitalization of 19.232 billion CNY [1] - Jiangsu Tianai Technology Co., Ltd. specializes in the research, production, and sales of nano-scale carbon materials and related products, with its main business revenue composition being 98.04% from carbon nanotube conductive paste, 1.90% from carbon nanotube powder, and 0.06% from other sources [1] Group 2 - The Guoshou Anbao Fund holds a significant position in Tianai Technology, with the Guoshou Anbao Stable Hong Mixed A Fund (011027) owning 10,000 shares, accounting for 1.31% of the fund's net value, ranking as the fifth-largest holding [2] - The Guoshou Anbao Stable Hong Mixed A Fund was established on March 18, 2021, with a latest scale of 35.0115 million CNY, and has achieved a year-to-date return of 11.91%, ranking 5190 out of 8130 in its category [2] - The fund manager, Tang Xiaotian, has been in position for 1 year and 260 days, overseeing total assets of 2.078 billion CNY, with the best fund return during his tenure being 7.83% and the worst being 2.4% [2]

Core Viewpoint - Tianai Technology's stock has shown volatility with a year-to-date increase of 28.41%, but recent trends indicate a decline over the past five trading days and twenty days, suggesting potential market fluctuations [1]. Financial Performance - For the period from January to September 2025, Tianai Technology reported a revenue of 1 billion yuan, a year-on-year decrease of 3.79%, while the net profit attributable to shareholders increased by 7.39% to 196 million yuan [2]. - Cumulative cash dividends since the company's A-share listing amount to 244 million yuan, with 179 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 3.63% to 24,700, while the average number of tradable shares per shareholder decreased by 3.50% to 13,949 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the eighth largest shareholder with 3.91 million shares, marking a new entry, and Jiashi New Energy Materials Stock A as the tenth largest with 3.16 million shares, unchanged from the previous period [3]. Market Activity - On November 24, Tianai Technology's stock price rose by 2.12% to 49.65 yuan per share, with a trading volume of 197 million yuan and a turnover rate of 1.10%, resulting in a total market capitalization of 18.198 billion yuan [1]. - The net inflow of main funds was 8.05 million yuan, with significant buying and selling activity observed in large orders [1].

Group 1 - Tianai Technology's stock price fell by 5.04% on November 21, closing at 49.95 yuan per share, with a trading volume of 226 million yuan and a turnover rate of 1.22%, resulting in a total market capitalization of 18.307 billion yuan. The stock has experienced a cumulative decline of 10.01% over the past three days [1] - The company, Jiangsu Tianai Technology Co., Ltd., was established on January 6, 2011, and went public on September 25, 2019. Its main business involves the research, production, and sales of nano-scale carbon materials and related products, with revenue composition being 98.04% from carbon nanotube conductive pastes, 1.90% from carbon nanotube powders, and 0.06% from other sources [1] Group 2 - According to data from the top ten holdings of funds, Huabao Fund holds a significant position in Tianai Technology through its Huabao Green Leading Stock Fund (007590), which held 28,100 shares in the third quarter, accounting for 3.1% of the fund's net value, making it the seventh-largest holding. The estimated floating loss today is approximately 74,400 yuan, with a total floating loss of 164,300 yuan during the three-day decline [2] - The Huabao Green Leading Stock Fund (007590) was established on September 18, 2019, with a current scale of 62.3323 million yuan. Year-to-date returns are 8.77%, ranking 3636 out of 4208 in its category, while the one-year return is 3.09%, ranking 3635 out of 3972. Since its inception, the fund has achieved a return of 32% [2]

Group 1 - The core viewpoint of the news is that Tian Nai Technology has shown a positive stock performance with a year-to-date increase of 42.64% and a market capitalization of 20.213 billion yuan as of November 20 [1] - The company specializes in the research, production, and sales of nano-level carbon materials, with its main revenue source being carbon nanotube conductive paste, accounting for 98.04% of its business income [1] - As of September 30, 2025, Tian Nai Technology reported a revenue of 1 billion yuan, a year-on-year decrease of 3.79%, while its net profit attributable to shareholders increased by 7.39% to 196 million yuan [2] Group 2 - The company has distributed a total of 244 million yuan in dividends since its A-share listing, with 179 million yuan distributed over the past three years [3] - As of September 30, 2025, the number of shareholders increased by 3.63% to 24,700, while the average circulating shares per person decreased by 3.50% to 13,949 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the eighth largest with 3.9127 million shares, marking a new entry, while Jiashi New Energy Materials Stock A remains the tenth largest with 3.1641 million shares unchanged [3]

Group 1 - Tianai Technology experienced a decline of 5.29% on November 18, with a stock price of 55.36 yuan per share and a trading volume of 677 million yuan, resulting in a total market capitalization of 20.29 billion yuan [1] - The company, Jiangsu Tianai Technology Co., Ltd., was established on January 6, 2011, and went public on September 25, 2019. Its main business involves the research, production, and sales of nano-scale carbon materials and related products [1] - The revenue composition of Tianai Technology is primarily from carbon nanotube conductive paste at 98.04%, followed by carbon nanotube powder at 1.90%, and other products at 0.06% [1] Group 2 - From the perspective of major fund holdings, one fund under Dongfang Fund has a significant position in Tianai Technology. The Dongfang Long Mixed Fund (400001) held 120,000 shares in the third quarter, accounting for 5% of the fund's net value, making it the second-largest holding [2] - The Dongfang Long Mixed Fund (400001) was established on November 25, 2004, with a latest scale of 165 million yuan. Year-to-date returns are at 13.78%, ranking 5236 out of 8140 in its category, while the one-year return is 11.32%, ranking 5520 out of 8057 [2] - The fund manager, Xu Wenbo, has been in position for 10 years and 102 days, with a total asset scale of 1.215 billion yuan. The best fund return during his tenure is 71.23%, while the worst is -13.64% [2]

Group 1 - Tianai Technology's stock increased by 5.17%, reaching 54.16 CNY per share, with a trading volume of 200 million CNY and a turnover rate of 1.09%, resulting in a total market capitalization of 19.851 billion CNY [1] - Jiangsu Tianai Technology Co., Ltd. specializes in the research, production, and sales of nano-scale carbon materials, with its main business revenue composition being 98.04% from carbon nanotube conductive pastes, 1.90% from carbon nanotube powders, and 0.06% from other products [1] Group 2 - Fuyong Fund has a significant holding in Tianai Technology, with Fuyong Fuxin Mixed A Fund (004794) holding 771 shares, accounting for 4.11% of the fund's net value, ranking as the ninth largest holding [2] - The Fuyong Fuxin Mixed A Fund was established on February 13, 2018, with a latest scale of 388.7 million CNY, achieving a year-to-date return of 15.7% and a one-year return of 9.5% [2] Group 3 - The fund managers of Fuyong Fuxin Mixed A Fund are Jiang Fan and Wang Zi, with Jiang Fan having a tenure of 1 year and 146 days, managing assets totaling 18.3524 million CNY, and achieving a best return of 53.41% during his tenure [3] - Wang Zi has a tenure of 49 days, managing assets of 1.2911 million CNY, with a best return of 9.62% during his short tenure [3]

Core Insights - The company Tianai Technology has provided updates on its single-walled carbon nanotube sales and production timelines, indicating a focus on expanding its market presence and application research [1] Production and Capacity - The first phase of the company's fundraising project is expected to commence production in the first half of 2026, with an anticipated capacity of approximately 130-140 tons [1] Research and Development - The company is actively exploring frontier applications of carbon nanotubes across various fields and has engaged in collaborative development projects with multiple clients [1] - Tianai Technology has established partnerships with numerous well-known universities to enhance its research capabilities [1]

Core Viewpoint - Tianwei Technology's stock has shown significant performance with a year-to-date increase of 45.30%, despite a slight decline in revenue for the first nine months of 2025 [1][2]. Group 1: Stock Performance - On October 29, Tianwei Technology's stock rose by 2.05%, reaching 56.18 CNY per share, with a trading volume of 3.23 billion CNY and a turnover rate of 1.69%, resulting in a total market capitalization of 205.91 billion CNY [1]. - The stock has increased by 4.99% over the last five trading days, decreased by 1.00% over the last 20 days, and increased by 26.30% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Tianwei Technology reported a revenue of 1.001 billion CNY, a year-on-year decrease of 3.79%, while the net profit attributable to shareholders increased by 7.39% to 196 million CNY [2]. - Cumulative cash dividends since the company's A-share listing amount to 244 million CNY, with 179 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Tianwei Technology increased by 3.63% to 24,700, with an average of 13,949 circulating shares per person, a decrease of 3.50% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the eighth largest with 3.9127 million shares, marking a new entry, while Jiashi New Energy Materials Stock A remains the tenth largest with 3.1641 million shares, unchanged from the previous period [3].