瑞财经 吴文婷1月15日，江苏保时龙科技股份有限公司（以下简称"保时龙"）启动北交所IPO。 保时龙主营业务为消费电子产品注塑结构件及精密注塑模具的研发、生产和销售，主要产品包括计算机 外设产品注塑结构件、其他电子产品注塑结构件及精密注塑模具。 通过多年行业经营，公司已与光宝科技、致伸科技、群光电子、传艺科技、智迪科技等全球知名的计算 机外设厂商建立了长期稳定的合作关系，服务的计算机终端品牌包括联想、惠普、戴尔、宏碁等全球主 流计算机品牌以及小米等新兴品牌。 本次IPO的辅导机构为东吴证券股份有限公司，律师事务所为江苏世纪同仁律师事务所，会计师事务所 为容诚会计师事务所（特殊普通合伙）。 | 辅导协议 签署时间 | 2026年1月6日 | | --- | --- | | 辅导机构 | 东吴证券股份有限公司 | | 律师事务 所 | 江苏世纪同仁律师事务所 | | 会计师事 所 | 容诚会计师事务所(特殊普通合伙) | | $ | | 资料显示，许国民，1966年11月出生，小学学历，1988年7月到1991年12月，担任后宅橡胶厂驾驶员； 1992年1月至2002年12月，担任锡山市后宅荡东化工厂及其投资企业 ...

瑞财经 吴文婷1月15日，江苏保时龙科技股份有限公司（以下简称"保时龙"）启动北交所IPO。 本次IPO的辅导机构为东吴证券股份有限公司，律师事务所为江苏世纪同仁律师事务所，会计师事务所 为容诚会计师事务所（特殊普通合伙）。 | 辅导协议 签署时间 | 2026年1月6日 | | --- | --- | | 辅导机构 | 东吴证券股份有限公司 | | 律师事务 所 | 江苏世纪同仁律师事务所 | | 会计师事 所 | 容诚会计师事务所(特殊普通合伙) | | $ | | 保时龙主营业务为消费电子产品注塑结构件及精密注塑模具的研发、生产和销售，主要产品包括计算机 外设产品注塑结构件、其他电子产品注塑结构件及精密注塑模具。 通过多年行业经营，公司已与光宝科技、致伸科技、群光电子、传艺科技、智迪科技等全球知名的计算 机外设厂商建立了长期稳定的合作关系，服务的计算机终端品牌包括联想、惠普、戴尔、宏碁等全球主 流计算机品牌以及小米等新兴品牌。 2025上半年，保时龙实现营收为3.67亿元，同比增长22.61%；归母净利润为1283.65万元，同比增长 32.29%。 | 盈利能力 | 本期 | 上年同期 | 增减比例% ...

Group 1 - The core viewpoint of the news is that Lian Technology's stock experienced a decline of 1.13% on December 30, with a trading volume of 15.9865 million yuan, indicating a negative trend in investor sentiment [1] - On December 30, Lian Technology had a financing buy-in amount of 1.0117 million yuan and a financing repayment of 1.4904 million yuan, resulting in a net financing buy of -0.4787 million yuan [1] - As of December 30, the total balance of margin trading for Lian Technology was 73.6592 million yuan, with the financing balance accounting for 8.24% of the circulating market value, indicating a high level compared to the past year [1] Group 2 - As of September 30, Lian Technology had 8,149 shareholders, a decrease of 6.55% from the previous period, while the average circulating shares per person increased by 7.01% to 2,077 shares [2] - For the period from January to September 2025, Lian Technology achieved an operating income of 388 million yuan, representing a year-on-year growth of 2.48%, while the net profit attributable to the parent company was 43.191 million yuan, a decrease of 4.46% year-on-year [2] - Lian Technology has distributed a total of 33.7426 million yuan in dividends since its A-share listing [3]

Core Viewpoint - Zhaomin Technology experienced a 5.3% increase in stock price, reaching 39.35 CNY per share, with a trading volume of 1.79 billion CNY and a turnover rate of 2.03%, resulting in a total market capitalization of 9.557 billion CNY [1] Company Overview - Shanghai Zhaomin New Material Technology Co., Ltd. was established on October 27, 2011, and went public on May 28, 2021. The company specializes in the research, production, and sales of precision injection molded parts and supporting precision injection molds [1] - The revenue composition of the company's main business includes: - Precision injection molded parts for automotive components: 77.41% - Precision injection molded parts for home appliances: 11.83% - Precision injection molds: 7.44% - Other (supplementary): 2.98% - Precision injection molded parts - others: 0.35% [1] Fund Holdings - Hongyi Yuanfang Fund has a significant holding in Zhaomin Technology, with its fund "Hongyi Yuanfang Selected Mixed A" (015400) holding 180,000 shares, representing 3.67% of the fund's net value, making it the ninth largest holding. The estimated floating profit today is approximately 356,400 CNY [2] - The fund "Hongyi Yuanfang Selected Mixed A" was established on February 27, 2025, with a latest scale of 16.7971 million CNY and has achieved a return of 27.99% since inception [3] Fund Manager Performance - The fund manager Ma Jia has a tenure of 3 years and 116 days, managing assets totaling 679 million CNY, with the best fund return during his tenure being 27.99% and the worst being 1.45% [4] - The co-manager Wang Zheyu has a tenure of 1 year and 153 days, managing assets of 340 million CNY, with the best fund return during his tenure being 74.06% and the worst being 1.97% [4]

Group 1 - Weike Technology's stock price increased by 1.15% to 77.22 CNY per share, with a trading volume of 239 million CNY and a turnover rate of 3.79%, resulting in a total market capitalization of 9.672 billion CNY [1] - The stock has risen for three consecutive days, accumulating a total increase of 8.93% during this period [1] - Weike Technology, established on April 4, 2005, and listed on January 11, 2022, specializes in precision injection molds, injection parts, and health products, with revenue composition of 47.25% from injection products, 31.33% from health products, 18.24% from precision molds, and 3.19% from others [1] Group 2 - Among Weike Technology's top ten circulating shareholders, Yongying Fund's advanced manufacturing mixed fund (018124) entered the list in the third quarter, holding 3.9273 million shares, which is 4.8% of the circulating shares [2] - The fund has generated an estimated floating profit of approximately 3.456 million CNY today and 24.8597 million CNY during the three-day increase [2] - The fund, established on May 4, 2023, has a current scale of 4.697 billion CNY, with a year-to-date return of 68.82%, ranking 421 out of 8088 in its category [2]

Group 1 - The core viewpoint of the news is that Weike Technology's stock has increased by 5.08%, reaching a price of 74.49 yuan per share, with a trading volume of 169 million yuan and a turnover rate of 2.84%, resulting in a total market capitalization of 9.33 billion yuan [1] - Weike Technology, established on April 4, 2005, and listed on January 11, 2022, is located in Xiamen, Fujian Province, and specializes in the research, design, manufacturing, and sales of precision injection molds, injection parts, and health products [1] - The revenue composition of Weike Technology includes injection products at 47.25%, health products at 31.33%, precision molds at 18.24%, and others at 3.19% [1] Group 2 - Among the top circulating shareholders of Weike Technology, Yongying Fund has a fund that entered the top ten shareholders, holding 3.9273 million shares, which accounts for 4.8% of the circulating shares, with an estimated floating profit of approximately 14.1382 million yuan [2] - The Yongying Advanced Manufacturing Select Mixed Fund A (018124) was established on May 4, 2023, with a latest scale of 4.697 billion yuan, achieving a year-to-date return of 68.26% and ranking 322 out of 8170 in its category [2] - The fund manager of Yongying Advanced Manufacturing Select Mixed Fund A is Zhang Lu, who has a total fund asset scale of 22.921 billion yuan, with the best fund return during his tenure being 112.82% [3]

Core Viewpoint - Lian Technology (300784.SZ) is primarily engaged in the research, development, production, and sales of injection-molded products and precision injection molds, positioning itself as a specialized precision manufacturing enterprise that integrates industrial design, precision mold design, manufacturing, injection molding, spraying, and assembly [1] Group 1 - The company’s products are widely used in various fields including consumer electronics, toys, daily necessities, automotive parts, and medical devices [1]

Group 1: Company Overview - The company primarily engages in the research, production, and sales of injection-molded products and precision injection molds, operating as a national high-tech enterprise and a "specialized and innovative" small giant enterprise [1] - The main products are widely used in consumer electronics, toys, daily necessities, automotive parts, and medical devices [1] Group 2: Customer Concentration Risk - Logitech Group represents a significant portion of the company's major clients, and the company mitigates customer concentration risk through deep involvement in Logitech's supply chain and ensuring product quality and production stability [2] - The company has established a good reputation in the industry, which aids in acquiring new clients and reducing reliance on a few major customers [2] Group 3: Product Development - The "Little Donkey Companion" product focuses on providing travel cultural content and utilizes AI recognition and 3D modeling technologies for applications in scenic areas [3] - The product aims to support AR glasses with features like 3D modeling, positioning, and object recognition to enhance tourist experiences [3] Group 4: Business Expansion - The company aims to maintain steady growth in traditional injection molding while actively expanding into the automotive parts market, with key clients including Minth Group and Joyson Electronics [4] - The company is committed to high-quality development and enhancing shareholder value through effective market management and investor relations [5] Group 5: International Expansion - The construction of the Vietnam factory is a significant step in the company's overseas strategy, with phase one already in production and phase two progressing steadily [6]

Group 1 - The core point of the news is that Weike Technology's stock has dropped by 5.06%, with a current price of 74.91 CNY per share and a total market capitalization of 9.383 billion CNY [1] - Weike Technology, established on April 4, 2005, and listed on January 11, 2022, is primarily engaged in the research, design, manufacturing, and sales of precision injection molds, injection products, and health products [1] - The revenue composition of Weike Technology includes injection products at 47.25%, health products at 31.33%, precision molds at 18.24%, and others at 3.19% [1] Group 2 - Among the top circulating shareholders of Weike Technology, Yongying Fund has a fund that entered the top ten shareholders, holding 3.9273 million shares, which is 4.8% of the circulating shares [2] - The fund, Yongying Advanced Manufacturing Select Mixed Fund A (018124), was established on May 4, 2023, with a latest scale of 4.697 billion CNY and has achieved a return of 72.85% this year [2] - The fund's performance ranks 236 out of 8122 in its category for the year and 99 out of 8056 for the past year, with a cumulative return of 118.62% since inception [2] Group 3 - The fund manager of Yongying Advanced Manufacturing Select Mixed Fund A is Zhang Lu, who has a tenure of 6 years and 125 days [3] - The total asset size of the fund managed by Zhang Lu is 22.921 billion CNY, with the best return during his tenure being 115.11% and the worst being -60.31% [3]

鹏华碳中和主题混合A（016530）成立日期2023年5月5日，最新规模28.3亿。今年以来收益81.68%，同 类排名128/8199；近一年收益106.08%，同类排名35/8131；成立以来收益80.26%。 鹏华碳中和主题混合A（016530）基金经理为闫思倩。 截至发稿，闫思倩累计任职时间8年48天，现任基金资产总规模188.18亿元，任职期间最佳基金回报 306.25%， 任职期间最差基金回报-0.1%。 12月1日，肇民科技涨5.11%，截至发稿，报40.33元/股，成交1.66亿元，换手率1.84%，总市值97.95亿 元。肇民科技股价已经连续5天上涨，区间累计涨幅4.72%。 资料显示，上海肇民新材料科技股份有限公司位于上海市金山区金山卫镇秦弯路633号，成立日期2011 年10月27日，上市日期2021年5月28日，公司主营业务涉及精密注塑件及配套精密注塑模具的研发、生 产和销售。主营业务收入构成为：精密注塑件-汽车部件77.41%，精密注塑件-家用电器11.83%，精密注 塑模具7.44%，其他(补充)2.98%，精密注塑件-其他0.35%。 从肇民科技十大流通股东角度 数据显示，鹏华基 ...