Company Overview - Best Co., Ltd. is located in Wuxi, Jiangsu Province, China, and was established on April 16, 1997. The company went public on January 11, 2017. Its main business involves the research, production, and sales of precision components and intelligent equipment [1][2]. Financial Performance - As of June 30, 2025, Best achieved a revenue of 716 million yuan, representing a year-on-year growth of 2.73%. The net profit attributable to shareholders was 148 million yuan, with a year-on-year increase of 3.30% [2]. - The company has distributed a total of 455 million yuan in dividends since its A-share listing, with 248 million yuan distributed over the past three years [3]. Stock Performance - On September 26, Best's stock price decreased by 2.01%, trading at 28.81 yuan per share, with a total market capitalization of 14.421 billion yuan. The stock has increased by 26.47% year-to-date [1]. - The stock's trading volume on September 26 was 226 million yuan, with a turnover rate of 1.65% [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 48,400, a rise of 6.13%. The average number of circulating shares per shareholder decreased by 5.77% to 9,728 shares [2]. - Notable changes in institutional holdings include Hong Kong Central Clearing Limited as the fifth-largest shareholder, holding 4.6024 million shares, a decrease of 3.6178 million shares from the previous period. New entrants among the top ten shareholders include Southern CSI 1000 ETF and Huaxia CSI 1000 ETF [3]. Business Segments - Best's main revenue sources are automotive components (93.11%), intelligent equipment and tooling (3.51%), and other revenues (2.84%) [1]. - The company operates within the automotive industry, specifically in the automotive parts sector, focusing on chassis and engine systems [1]. Market Trends - Best is associated with several market concepts, including automotive lightweighting, lead screws, humanoid robots, industrial mother machines, and BYD concepts [1].

Core Viewpoint - Kory Technology's stock has shown a significant increase in price this year, with a year-to-date rise of 24.99% and a recent uptick of 5.15% over the last five trading days, indicating positive market sentiment towards the company [1] Company Overview - Kory Technology, established on May 23, 2001, and listed on July 26, 2019, is located in the Guangming District of Shenzhen, Guangdong Province. The company specializes in the research, design, production, sales, and technical services of industrial automation equipment, as well as precision component manufacturing [1] - The revenue composition of Kory Technology includes 70.86% from automation equipment, 14.31% from precision components, 11.20% from automation equipment accessories, 2.71% from technical services, and 0.91% from other sources [1] Financial Performance - For the first half of 2025, Kory Technology reported a revenue of 1.106 billion yuan, reflecting a year-on-year growth of 6.31%. The net profit attributable to shareholders was 123 million yuan, marking a substantial increase of 37.28% compared to the previous year [2] - Since its A-share listing, Kory Technology has distributed a total of 431 million yuan in dividends, with 240 million yuan distributed over the past three years [3] Shareholder Information - As of August 29, 2025, Kory Technology had 31,100 shareholders, a decrease of 1.04% from the previous period. The average number of circulating shares per person increased by 1.05% to 13,174 shares [2] - Notable institutional shareholders include the Huaxia CSI Robot ETF, which increased its holdings by 742,400 shares, and the Hong Kong Central Clearing Limited, which raised its stake by 1,306,900 shares [3]

Core Viewpoint - Best's stock price has shown a significant increase of 28.54% year-to-date, despite a recent decline of 5.63% over the last five trading days [1] Group 1: Stock Performance - On September 24, Best's stock rose by 2.05%, reaching 29.32 CNY per share, with a trading volume of 269 million CNY and a turnover rate of 1.98%, resulting in a total market capitalization of 14.676 billion CNY [1] - Year-to-date, Best's stock price has increased by 28.54%, with a 5.63% decline in the last five trading days, a 7.99% increase over the last 20 days, and a 22.32% increase over the last 60 days [1] Group 2: Financial Performance - For the first half of 2025, Best reported a revenue of 716 million CNY, representing a year-on-year growth of 2.73%, and a net profit attributable to shareholders of 148 million CNY, reflecting a growth of 3.30% [2] Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Best increased to 48,400, up by 6.13%, while the average number of circulating shares per person decreased by 5.77% to 9,728 shares [2] - Best has distributed a total of 455 million CNY in dividends since its A-share listing, with 248 million CNY distributed in the last three years [3] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which reduced its holdings by 3.6178 million shares, and new entrants such as Southern CSI 1000 ETF and Huaxia CSI 1000 ETF [3]

融券方面，金帝股份9月23日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年70%分位水平，处于较高位。 资料显示，山东金帝精密机械科技股份有限公司位于山东省聊城市东昌府区郑家镇工业区66号，成立日 期2016年10月9日，上市日期2023年9月1日，公司主营业务涉及精密机械零部件的研发、生产和销售。 主营业务收入构成为：轴承保持架及配件51.18%，精密零部件40.68%，其他(补充)8.14%。 截至6月30日，金帝股份股东户数2.56万，较上期减少3.61%；人均流通股2767股，较上期增加3.75%。 2025年1月-6月，金帝股份实现营业收入8.35亿元，同比增长40.57%；归母净利润7593.26万元，同比增 长32.86%。 9月23日，金帝股份涨0.87%，成交额1.52亿元。两融数据显示，当日金帝股份获融资买入额1815.57万 元，融资偿还1511.52万元，融资净买入304.05万元。截至9月23日，金帝股份融资融券余额合计1.16亿 元。 融资方面，金帝股份当日融资买入1815.57万元。当前融资余额1 ...

拟收购资产提升市占率 9月21日晚间，金帝股份公告称，公司已于9月19日与优尼精密及其股东优尼冲压（中国）投资有限公司 签署了相关股权收购框架协议。若收购事项完成，公司将持有优尼精密的控股权，优尼精密将成为公司 的子公司。 长江商报消息 ●长江商报记者 徐阳 金帝股份（603270.SH）持续加码主业。 9月21日晚间，金帝股份公告称，公司拟收购广州优尼精密有限公司（以下简称"优尼精密"）控股权。 若收购完成，优尼精密将成为公司的子公司。 金帝股份表示，若本次交易完成，可快速拓展精密冲压业务的客户群体与市场份额，提升市场占有率。 据了解，金帝股份主要产品为轴承保持架及配件、精密零部件。公司聚焦主业，持续拓展多元化应用场 景，并加强技术创新，积极推进全球产能建设，助力公司实现高质量发展。 2025年上半年，金帝股份业绩稳步增长，实现归属于上市公司股东的净利润（以下简称"归母净利润"） 7593.26万元，同比增长32.86%；研发费用率达7.88%。 资料显示，优尼精密注册于2009年11月，注册资本3500万美元，由优尼冲压（中国）投资有限公司 100%持股。优尼精密经营范围包括齿轮及齿轮减、变速箱制造；汽车 ...

Group 1 - Best's stock price decreased by 5.04% on September 19, closing at 29.01 CNY per share, with a trading volume of 555 million CNY and a turnover rate of 3.99%, resulting in a total market capitalization of 14.52 billion CNY [1] - Best is located in Wuxi, Jiangsu Province, and was established on April 16, 1997, with its IPO on January 11, 2017. The company specializes in the research, production, and sales of precision components and intelligent equipment [1] - The revenue composition of Best includes 93.11% from automotive parts, 3.51% from intelligent equipment and tooling, 2.84% from other income, and 0.54% from other components [1] Group 2 - One fund under China Merchants Fund holds a significant position in Best, specifically the China Merchants Fengying Active Allocation Mixed A fund (009362), which held 656,100 shares as of the second quarter, accounting for 1.82% of the fund's net value, making it the sixth-largest holding [2] - The China Merchants Fengying Active Allocation Mixed A fund was established on July 29, 2020, with a current size of 686 million CNY. Year-to-date, it has returned 26.72%, ranking 3341 out of 8172 in its category, and has a one-year return of 61.34%, ranking 2223 out of 7980 [2] Group 3 - The fund manager of China Merchants Fengying Active Allocation Mixed A is Wen Zhongyang, who has been in the position for 5 years and 124 days, with a total fund size of 1.226 billion CNY and a best return of 55.08% during his tenure [3] - Co-manager Guo Rui has been in the role for 13 years and 75 days, managing a total fund size of 3.34 billion CNY, achieving a best return of 122.63% during his tenure [3]

证券研究报告——晨会聚焦 2025 年 9 月 19 日 | 9 月金股组合 | | | | --- | --- | --- | | 股票代码 | 股票名称 | | | 601816.SH | 京沪高铁 | | | 601233.SH | 桐昆股份 | ■重点关注 | | 002409.SZ | 雅克科技 | | | 300750.SZ | 宁德时代 | | | 600276.SH | 恒瑞医药 | | | 688085.SH | 三友医疗 | | 中银晨会聚焦-20250919 【电子】江丰电子*余嫄嫄。公司发布 2025 年中报，上半年实现营业总收入 20.95 亿元，同比增长 28.71%；归母净利润 2.53 亿元，同比增长 56.79%； 扣非归母净利润 1.76 亿元，同比增长 3.60%。其中，第二季度营收 10.94 亿 元，同比增长 27.97%，环比增长 9.37%；归母净利润 0.95 亿元，同比降低 5.96%，环比降低 39.30%。 | 市场指数 指数名称 | 收盘价 | 涨跌% | | --- | --- | --- | | 上证综指 | 3831.66 | (1.15) | | ...

电子 | 证券研究报告 — 业绩评论 2025 年 9 月 18 日 300666.SZ 增持 原评级：增持 市场价格:人民币 80.38 板块评级:强于大市 股价表现 (%) 今年 至今 1 个月 3 个月 12 个月 绝对 23.0 8.9 12.3 63.9 相对深圳成指 (8.0) (4.7) (17.8) (1.7) (10%) 8% 26% 43% 61% 79% Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Mar-25 Apr-25 May-25 Jun-25 Jul-25 Aug-25 Sep-25 江丰电子 深圳成指 | 发行股数 (百万) | 265.32 | | --- | --- | | 流通股 (百万) | 221.16 | | 总市值 (人民币 百万) | 21,326.48 | | 3 个月日均交易额 (人民币 百万) | 703.96 | | 主要股东持股比例 | | | 姚力军 | 21.40% | tai.zhao@bocichina.com 一般证券业务证书编号：S1300123070003 江丰电子 靶材、零部件双轮驱动，收入、业绩维持高增速 ...

Core Viewpoint - Best's stock price has shown significant growth this year, with a year-to-date increase of 38.97% and a recent upward trend in the last 5, 20, and 60 trading days [1] Company Overview - Best is located in Wuxi, Jiangsu Province, China, and was established on April 16, 1997, with its stock listed on January 11, 2017 [1] - The company specializes in the research, production, and sales of precision components and intelligent equipment, with its main business revenue composition being 93.11% from automotive parts, 3.51% from intelligent equipment, 2.84% from other income, and 0.54% from other components [1] Financial Performance - As of June 30, 2025, Best achieved an operating income of 716 million yuan, representing a year-on-year growth of 2.73%, and a net profit attributable to shareholders of 148 million yuan, with a year-on-year increase of 3.30% [2] - Since its A-share listing, Best has distributed a total of 440 million yuan in dividends, with 233 million yuan distributed over the past three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders increased to 48,400, a rise of 6.13%, while the average circulating shares per person decreased by 5.77% to 9,728 shares [2] - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 4.6024 million shares, a decrease of 3.6178 million shares from the previous period [3]

Core Viewpoint - Kory Technology's stock has shown a significant increase in price and trading volume, indicating positive market sentiment and potential growth in the industrial automation sector [1][2]. Group 1: Stock Performance - Kory Technology's stock price increased by 20.61% year-to-date, with a 2.30% rise in the last five trading days, 4.41% in the last 20 days, and 14.15% in the last 60 days [2]. - As of September 17, the stock was trading at 18.72 CNY per share, with a market capitalization of 7.862 billion CNY [1]. Group 2: Financial Performance - For the first half of 2025, Kory Technology reported a revenue of 1.106 billion CNY, representing a year-on-year growth of 6.31%, and a net profit attributable to shareholders of 123 million CNY, up 37.28% year-on-year [2]. Group 3: Business Overview - Kory Technology, established on May 23, 2001, and listed on July 26, 2019, specializes in the research, design, production, sales, and technical services of industrial automation equipment, with a revenue composition of 70.86% from automation equipment, 14.31% from precision components, and 2.71% from technical services [2]. - The company operates within the mechanical equipment sector, specifically in automation equipment and industrial control devices, and is associated with concepts such as lithium batteries and new energy vehicles [2]. Group 4: Shareholder Information - As of June 30, 2025, Kory Technology had 31,100 shareholders, with an average of 13,174 shares held per shareholder, reflecting a slight decrease in the number of shareholders but an increase in shares held [2][3]. - Major institutional shareholders include the Huaxia CSI Robot ETF and Hong Kong Central Clearing Limited, both of which have increased their holdings [3].