融资方面，高德红外当日融资买入5215.55万元。当前融资余额10.81亿元，占流通市值的1.96%，融资 余额超过近一年90%分位水平，处于高位。 机构持仓方面，截止2025年9月30日，高德红外十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股5922.65万股，相比上期减少184.37万股。南方中证500ETF（510500）位居第六大流通股 东，持股2484.45万股，相比上期减少45.14万股。长信国防军工量化混合A（002983）位居第八大流通 股东，持股2370.77万股，为新进股东。国泰中证军工ETF（512660）位居第十大流通股东，持股 1663.06万股，相比上期减少317.80万股。华夏军工安全混合A（002251）退出十大流通股东之列。 融券方面，高德红外11月17日融券偿还9100.00股，融券卖出17.12万股，按当日收盘价计算，卖出金额 221.36万元；融券余量55.99万股，融券余额723.91万元，超过近一年80%分位水平，处于高位。 11月17日，高德红外跌0.15%，成交额7.01亿元。两融数据显示，当日高德红外获融资买入额5215.55万 元，融资偿还4 ...

11月13日，高德红外涨5.09%，截至发稿，报13.43元/股，成交7.41亿元，换手率1.64%，总市值573.56 亿元。 资料显示，武汉高德红外股份有限公司位于湖北省武汉市东湖开发区黄龙山南路6号，成立日期2004年7 月13日，上市日期2010年7月16日，公司主营业务涉及红外热成像技术为核心的综合光电系统及完整武 器系统的研制与生产。主营业务收入构成为：红外综合光电及完整装备系统96.47%，传统弹药及信息 化弹药2.95%，房屋出租0.27%，其他0.25%，技术服务0.06%。 截至发稿，王小刚累计任职时间2年322天，现任基金资产总规模1.4亿元，任职期间最佳基金回报 21.18%， 任职期间最差基金回报17.14%。 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）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，国金基金旗下1只基金重仓高德红外。国金鑫悦经济新动能A（010375）三季度持有股数 22.98万股，占基金净值比例为4.96%，位居第七 ...

11月13日，高德红外涨5.09%，截至发稿，报13.43元/股，成交7.41亿元，换手率1.64%，总市值573.56 亿元。 截至发稿，吴昊累计任职时间7年142天，现任基金资产总规模43.52亿元，任职期间最佳基金回报 109.88%， 任职期间最差基金回报-33.88%。 资料显示，武汉高德红外股份有限公司位于湖北省武汉市东湖开发区黄龙山南路6号，成立日期2004年7 月13日，上市日期2010年7月16日，公司主营业务涉及红外热成像技术为核心的综合光电系统及完整武 器系统的研制与生产。主营业务收入构成为：红外综合光电及完整装备系统96.47%，传统弹药及信息 化弹药2.95%，房屋出租0.27%，其他0.25%，技术服务0.06%。 从基金十大重仓股角度 数据显示，方正富邦基金旗下1只基金重仓高德红外。方正富邦核心优势混合A（018815）三季度持有 股数30万股，占基金净值比例为9.38%，位居第二大重仓股。根据测算，今日浮盈赚取约19.5万元。 方正富邦核心优势混合A（018815）成立日期2024年1月15日，最新规模1624.2万。今年以来收益 18.63%，同类排名4602/8145；近一 ...

Core Insights - On November 11, Gaode Infrared experienced a decline of 2.76% with a trading volume of 706 million yuan, indicating a significant market reaction [1] - The company reported a net financing outflow of 939.78 million yuan on the same day, with a total financing and securities balance of 1.068 billion yuan [1] - For the first nine months of 2025, Gaode Infrared achieved a revenue of 3.068 billion yuan, reflecting a year-on-year growth of 69.27%, and a net profit of 582 million yuan, marking a substantial increase of 1058.95% [2] Financing and Trading Activity - On November 11, the financing buy-in for Gaode Infrared was 57.204 million yuan, while the financing repayment amounted to 66.602 million yuan, indicating a high level of trading activity [1] - The current financing balance of 1.063 billion yuan represents 1.96% of the circulating market value, which is above the 90th percentile of the past year, suggesting a high level of investor interest [1] - In terms of securities lending, 21,100 shares were repaid while 48,500 shares were sold, with a total selling amount of 615,900 yuan, indicating active short-selling [1] Shareholder and Dividend Information - As of September 30, the number of shareholders for Gaode Infrared reached 133,600, an increase of 4.10% from the previous period, while the average circulating shares per person decreased by 3.93% to 25,433 shares [2] - Since its A-share listing, Gaode Infrared has distributed a total of 2.279 billion yuan in dividends, with 487 million yuan distributed over the last three years [3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 59.2265 million shares, a decrease of 1.8437 million shares from the previous period, while new shareholder Longxin National Defense Military Quantitative Mixed A holds 23.7077 million shares [3]

Group 1 - The stock price of Gaode Infrared has dropped by 3.82% on November 4, reaching 13.33 CNY per share, with a trading volume of 897 million CNY and a turnover rate of 1.97%, resulting in a total market capitalization of 56.929 billion CNY [1] - Gaode Infrared has experienced a continuous decline in stock price for three consecutive days, with a cumulative drop of 6.78% during this period [1] - The company, established on July 13, 2004, and listed on July 16, 2010, specializes in the research and production of infrared thermal imaging technology and comprehensive optoelectronic systems, with 96.47% of its revenue coming from these core businesses [1] Group 2 - The Oriental Alpha Fund has a significant holding in Gaode Infrared, with the Oriental Alpha Zhaoyang Mixed A Fund (011184) holding 2.1544 million shares, accounting for 7.28% of the fund's net value, making it the seventh-largest holding [2] - The fund has incurred a floating loss of approximately 1.1418 million CNY today, with total floating losses of 2.0898 million CNY during the three-day decline [2] - The Oriental Alpha Zhaoyang Mixed A Fund was established on March 17, 2021, with a current scale of 278 million CNY, and has reported a year-to-date loss of 12.61% [2]

Group 1 - The core point of the news is that Gaode Infrared's stock has experienced a decline of 3.82% on November 4, with a cumulative drop of 6.78% over three consecutive days, leading to a market capitalization of 56.929 billion yuan [1] - Gaode Infrared, established on July 13, 2004, and listed on July 16, 2010, specializes in infrared thermal imaging technology and the development and production of comprehensive optoelectronic systems and complete weapon systems [1] - The company's main business revenue composition includes 96.47% from infrared comprehensive optoelectronic and complete equipment systems, 2.95% from traditional and information-based ammunition, 0.27% from property leasing, 0.25% from other sources, and 0.06% from technical services [1] Group 2 - From the perspective of fund holdings, one fund under Guotai Haitong Asset Management has heavily invested in Gaode Infrared, with an increase of 872,800 shares in the third quarter, bringing the total to 3.2829 million shares, which accounts for 1.14% of the fund's net value [2] - The fund, Guotai Haitong CSI 500 Index Enhanced A (014155), has a current scale of 2.316 billion yuan and has achieved a return of 32.63% this year, ranking 1597 out of 4216 in its category [2] - The fund managers, Hu Chonghai and Deng Yakuan, have had varying tenures and performance, with Hu having a tenure of 3 years and 326 days and a best return of 76.86%, while Deng has a tenure of 1 year and 173 days with a best return of 45.06% [2]

Group 1 - The core point of the article highlights the recent decline in the stock price of Gaode Infrared, which has dropped 3.82% to 13.33 CNY per share, with a total market capitalization of 56.929 billion CNY and a cumulative decline of 6.78% over three consecutive days [1] - Gaode Infrared, established on July 13, 2004, and listed on July 16, 2010, specializes in infrared thermal imaging technology and the development and production of comprehensive optoelectronic systems and complete weapon systems. The main business revenue composition includes 96.47% from infrared comprehensive optoelectronic and complete equipment systems, 2.95% from traditional and information-based ammunition, 0.27% from property leasing, 0.25% from other sources, and 0.06% from technical services [1] Group 2 - From the perspective of fund holdings, the Shangyin Fund has one fund heavily invested in Gaode Infrared. The Shangyin CSI 500 Index Enhanced A Fund (009613) held 90,900 shares in the third quarter, accounting for 1.78% of the fund's net value, ranking as the ninth largest holding. The estimated floating loss today is approximately 48,200 CNY, with a cumulative floating loss of 88,200 CNY over the three-day decline [2] - The Shangyin CSI 500 Index Enhanced A Fund (009613) was established on July 1, 2020, with a latest scale of 39.9342 million CNY. Year-to-date returns are 21.73%, ranking 2667 out of 4216 in its category, while the one-year return is 21.33%, ranking 2528 out of 3896. Since inception, the fund has achieved a return of 21.82% [2] Group 3 - The fund managers of the Shangyin CSI 500 Index Enhanced A Fund (009613) are Zhai Yunfei and Chu Guobin. As of the report, Zhai Yunfei has a cumulative tenure of 9 years and 277 days, managing a total fund asset size of 391 million CNY, with the best fund return during his tenure being 59.43% and the worst being -12.79%. Chu Guobin has a cumulative tenure of 2 years and 279 days, managing a total fund asset size of 63.1998 million CNY, with the best return of 19.69% and the worst return of 4.6% during his tenure [3]

Core Viewpoint - Gaode Infrared has experienced a significant stock price increase, with a 16.27% rise over the past four days, indicating strong market interest and potential investor confidence in the company’s performance [1]. Company Overview - Gaode Infrared, established on July 13, 2004, and listed on July 16, 2010, is based in Wuhan, Hubei Province. The company specializes in infrared thermal imaging technology and the development and production of comprehensive optoelectronic systems and complete weapon systems [1]. - The main revenue sources for Gaode Infrared are as follows: 96.47% from infrared comprehensive optoelectronic and complete equipment systems, 2.95% from traditional and informationized ammunition, 0.27% from property leasing, 0.25% from other sources, and 0.06% from technical services [1]. Shareholder Analysis - The Southern Fund's Southern CSI 500 ETF (510500) is among the top ten circulating shareholders of Gaode Infrared. In the third quarter, it reduced its holdings by 451,400 shares, maintaining 24,844,500 shares, which represents 0.73% of the circulating shares. The estimated floating profit today is approximately 11.43 million yuan, with a total floating profit of 48.70 million yuan during the four-day price increase [2]. - The Southern CSI 500 ETF (510500) was established on February 6, 2013, with a current scale of 140.098 billion yuan. Year-to-date returns are 30.12%, ranking 1776 out of 4216 in its category, while the one-year return is 26.55%, ranking 1724 out of 3877 [2]. Fund Performance - The Southern CSI 500 Enhanced Strategy ETF (560100) holds 64,600 shares of Gaode Infrared, accounting for 1.1% of the fund's net value, making it the fourth-largest holding. The estimated floating profit today is about 29,700 yuan, with a total floating profit of 126,600 yuan during the four-day price increase [4]. - This fund was established on January 26, 2022, with a current scale of 72.2298 million yuan. Year-to-date returns are 30.24%, ranking 1763 out of 4216, while the one-year return is 28.47%, ranking 1565 out of 3877 [4].

Core Insights - The stock price of Gaode Infrared has increased by 3.39% to 14.01 CNY per share, with a total market capitalization of 598.33 billion CNY, marking a cumulative increase of 16.27% over the past four days [1] Company Overview - Gaode Infrared, established on July 13, 2004, and listed on July 16, 2010, is based in Wuhan, Hubei Province. The company specializes in the research and production of infrared thermal imaging technology and comprehensive optoelectronic systems [1] - The main revenue composition includes: 96.47% from infrared comprehensive optoelectronic and complete equipment systems, 2.95% from traditional and information-based ammunition, 0.27% from property leasing, 0.25% from other sources, and 0.06% from technical services [1] Fund Holdings - According to data, the Fangzheng Fubang Core Advantage Mixed A Fund (018815) holds 300,000 shares of Gaode Infrared, accounting for 9.38% of the fund's net value, making it the second-largest holding [2] - The fund has realized a floating profit of approximately 138,000 CNY today and a total of 588,000 CNY during the four-day increase [2] Fund Manager Performance - The fund manager of Fangzheng Fubang Core Advantage Mixed A is Wu Hao, who has been in the position for 7 years and 127 days. The total asset size of the fund is 4.352 billion CNY [3] - During Wu Hao's tenure, the best fund return was 114.68%, while the worst return was -33.88% [3]

Core Viewpoint - On October 23, Gaode Infrared experienced a slight decline of 0.58% with a trading volume of 414 million yuan, indicating a mixed performance in the market [1] Financing Summary - On October 23, Gaode Infrared had a financing buy-in amount of 27.85 million yuan and a financing repayment of 37.94 million yuan, resulting in a net financing outflow of 10.08 million yuan [1] - As of October 23, the total financing and securities lending balance for Gaode Infrared was 999.2 million yuan, with the financing balance at 988 million yuan, accounting for 1.92% of the circulating market value, which is above the 90th percentile of the past year [1] - In terms of securities lending, Gaode Infrared repaid 49,300 shares and sold 5,400 shares on October 23, with a selling amount of 65,100 yuan, while the securities lending balance was 4.23 million yuan, exceeding the 50th percentile of the past year [1] Business Performance - As of June 30, Gaode Infrared reported a total of 128,400 shareholders, an increase of 17.87% from the previous period, with an average of 26,474 circulating shares per person, a decrease of 15.16% [2] - For the first half of 2025, Gaode Infrared achieved an operating income of 1.934 billion yuan, representing a year-on-year growth of 68.24%, and a net profit attributable to shareholders of 181 million yuan, a significant increase of 906.85% [2] Dividend and Shareholding Structure - Since its A-share listing, Gaode Infrared has distributed a total of 2.279 billion yuan in dividends, with 487 million yuan distributed over the past three years [3] - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited as the third-largest shareholder with 61.07 million shares, a decrease of 10.77 million shares from the previous period [3] - Huaxia Military Industry Security Mixed A ranked fourth among the top ten shareholders with 54.71 million shares, an increase of 29.76 million shares, while the Guotai CSI Military Industry ETF entered the top ten as the tenth largest shareholder with 19.81 million shares [3]