Core Insights - Kedi Co., Ltd. has seen a stock price increase of 5.46% on November 26, reaching 102.00 CNY per share, with a total market capitalization of 7.209 billion CNY [1] - The company has experienced a cumulative increase of 10.78% over the past three days [1] - Kedi Co., Ltd. specializes in the research, production, and sales of linear drive systems, with 98.83% of its revenue coming from linear drive products [1] Shareholder Insights - Guotai Fund's Guotai Valuation Advantage Mixed Fund (LOF) A (160212) increased its holdings by 557,200 shares in Q3, now holding 2.6039 million shares, representing 3.71% of the circulating shares [2] - The fund has realized a floating profit of approximately 13.7485 million CNY today and 24.5026 million CNY over the past three days [2] - The fund has a total scale of 1.566 billion CNY and has achieved a year-to-date return of 48.74% [2] Fund Holdings - Guotai Valuation Advantage Mixed Fund (LOF) A (160212) ranks Kedi Co., Ltd. as its third-largest holding, accounting for 8.56% of the fund's net value [3] - The fund's manager, Wang Zhaoxiang, has been in charge for 3 years and 160 days, with the best return during this period being 24.01% [2][3]

捷昌驱动所属申万行业为：机械设备-自动化设备-工控设备。所属概念板块包括：灵巧手、人形机器 人、汽车零部件、智能家居、机器人概念等。 截至9月30日，捷昌驱动股东户数5.01万，较上期增加19.50%；人均流通股7634股，较上期减少 16.32%。2025年1月-9月，捷昌驱动实现营业收入30.35亿元，同比增长18.19%；归母净利润3.80亿元， 同比增长29.63%。 分红方面，捷昌驱动A股上市后累计派现6.85亿元。近三年，累计派现2.80亿元。 11月24日，捷昌驱动盘中上涨2.02%，截至13:13，报34.84元/股，成交9926.60万元，换手率0.75%，总 市值134.40亿元。 资金流向方面，主力资金净流入734.51万元，特大单买入791.56万元，占比7.97%，卖出240.90万元，占 比2.43%；大单买入1888.40万元，占比19.02%，卖出1704.55万元，占比17.17%。 捷昌驱动今年以来股价涨42.73%，近5个交易日跌1.41%，近20日跌10.96%，近60日跌14.96%。 今年以来捷昌驱动已经4次登上龙虎榜，最近一次登上龙虎榜为3月13日，当日龙虎榜净买 ...

Group 1 - Kedi Co., Ltd. experienced a stock price increase of 5.02%, reaching 91.69 CNY per share, with a trading volume of 1.22 billion CNY and a turnover rate of 1.95%, resulting in a total market capitalization of 6.48 billion CNY [1] - The company, established on August 27, 1992, and listed on June 1, 2020, specializes in the research, production, and sales of linear drive systems, with 98.83% of its revenue coming from linear drive products [1] Group 2 - Guotai Fund's Guotai Valuation Advantage Mixed Fund (LOF) A (160212) increased its holdings in Kedi Co., Ltd. by 557,200 shares in the third quarter, bringing its total holdings to 2.6039 million shares, which represents 3.71% of the circulating shares [2] - The fund has achieved a year-to-date return of 47.63%, ranking 868 out of 8136 in its category, and a one-year return of 39.72%, ranking 1149 out of 8056 [2] Group 3 - The fund manager of Guotai Valuation Advantage Mixed Fund (LOF) A is Wang Zhaoxiang, who has been in the position for 3 years and 155 days, managing a total fund size of 2.864 billion CNY [3] - During his tenure, the best fund return was 29.31%, while the worst return was 16.2% [3] Group 4 - Guotai Valuation Advantage Mixed Fund (LOF) A has Kedi Co., Ltd. as its third-largest holding, with 2.6039 million shares representing 8.56% of the fund's net value, resulting in an estimated floating profit of approximately 11.405 million CNY [4]

11月21日，凯迪股份涨5.02%，截至发稿，报91.69元/股，成交1.22亿元，换手率1.95%，总市值64.80亿 元。 华夏新锦程混合A（002838）成立日期2016年8月9日，最新规模267.1万。今年以来亏损0.69%，同类排 名7970/8136；近一年亏损0.76%，同类排名7806/8056；成立以来收益17.12%。 华夏新锦程混合A（002838）基金经理为金安达。 截至发稿，金安达累计任职时间2年269天，现任基金资产总规模5.16亿元，任职期间最佳基金回报 40.62%， 任职期间最差基金回报-0.58%。 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。 资料显示，常州市凯迪电器股份有限公司位于江苏省常州市武进区横林镇江村横崔路2号，成立日期 1992年8月27日，上市日期2020年6月1日，公司主营业务涉及线性驱动系统的研发、生产与销售。主营 业务收入构成为：线性驱动产品98.83%，其他1.17%。 从基金十大重仓股角度 数据显示，华夏基金 ...

Group 1 - The core point of the article highlights the recent performance of Kaidi Co., which saw a 5.2% increase in stock price, reaching 92.66 CNY per share, with a total market capitalization of 6.549 billion CNY [1] - Kaidi Co. specializes in the research, production, and sales of linear drive systems, with 98.83% of its revenue coming from linear drive products [1] - The company was established on August 27, 1992, and went public on June 1, 2020 [1] Group 2 - Guotai Fund's Guotai Valuation Advantage Mixed Fund (LOF) A (160212) increased its holdings in Kaidi Co. by 557,200 shares in the third quarter, now holding 2.6039 million shares, which accounts for 3.71% of the circulating shares [2] - The fund has achieved a year-to-date return of 51.24% and a one-year return of 50.2%, ranking 719 out of 8138 and 822 out of 8055 respectively [2] - The fund manager, Wang Zhaoxiang, has been in position for 3 years and 153 days, with the fund's total asset size at 2.864 billion CNY [3] Group 3 - Kaidi Co. is the third-largest holding in Guotai Valuation Advantage Mixed Fund (LOF) A, representing 8.56% of the fund's net value [4] - The estimated floating profit from the fund's investment in Kaidi Co. is approximately 11.9258 million CNY [4]

Group 1 - The core point of the news is that Kedi Co., Ltd. experienced a stock price decline of 5.03%, with the current share price at 91.28 yuan, a trading volume of 57.42 million yuan, and a total market capitalization of 6.451 billion yuan [1] - Kedi Co., Ltd. is based in Changzhou, Jiangsu Province, and was established on August 27, 1992. The company went public on June 1, 2020, and its main business involves the research, development, production, and sales of linear drive systems [1] - The revenue composition of Kedi Co., Ltd. is heavily weighted towards linear drive products, accounting for 98.83% of total revenue, while other products contribute only 1.17% [1] Group 2 - From the perspective of major fund holdings, one fund under Huaxia Fund has a significant position in Kedi Co., Ltd. The Huaxia New Jincheng Mixed A Fund (002838) held 21,100 shares in the third quarter, representing 5.48% of the fund's net value, making it the fourth-largest holding [2] - The Huaxia New Jincheng Mixed A Fund (002838) was established on August 9, 2016, with a latest scale of 2.671 million. Year-to-date returns are at 4.05%, ranking 7151 out of 8147 in its category, while the one-year return is 3.56%, ranking 6892 out of 8056 [2] - The fund manager of Huaxia New Jincheng Mixed A Fund is Jin Anda, who has been in the position for 2 years and 260 days, managing total assets of 516 million yuan. The best return during his tenure is 43.59%, while the worst is -0.44% [2]

Group 1 - Kedi Co., Ltd. experienced a stock price increase of 5.49%, reaching 89.40 CNY per share, with a trading volume of 134 million CNY and a turnover rate of 2.20%, resulting in a total market capitalization of 6.318 billion CNY [1] - The company, established on August 27, 1992, and listed on June 1, 2020, specializes in the research, production, and sales of linear drive systems, with 98.83% of its revenue coming from linear drive products and 1.17% from other sources [1] Group 2 - Among Kedi's top ten circulating shareholders, Huafu Fund's Huafu Technology Momentum Mixed A (007713) entered the list in the third quarter, holding 330,000 shares, which accounts for 0.47% of the circulating shares, with an estimated floating profit of approximately 1.5344 million CNY [2] - Huafu Technology Momentum Mixed A was established on November 6, 2019, with a latest scale of 1 billion CNY, achieving a year-to-date return of 86.03% and ranking 122 out of 8149 in its category, while its one-year return is 102.57%, ranking 36 out of 8053 [2] Group 3 - The fund manager of Huafu Technology Momentum Mixed A is Shen Cheng, who has been in the position for 3 years and 314 days, managing a total fund asset size of 4.667 billion CNY, with the best fund return during his tenure being 55.14% and the worst being 22.22% [3]

Core Viewpoint - The stock of Jiechang Drive has shown significant fluctuations in price and trading volume, reflecting investor interest and market dynamics [1][2]. Company Overview - Jiechang Drive, established on April 30, 2010, and listed on September 21, 2018, is located in the high-tech industrial park of Xinchang County, Shaoxing City, Zhejiang Province. The company specializes in the production and sales of linear drive systems and equipment, medical device components, and functional furniture and components [1][2]. - The main revenue source for Jiechang Drive comes from linear drive products, accounting for 99.66% of total revenue, with other products contributing 0.34% [1]. Financial Performance - For the period from January to September 2025, Jiechang Drive achieved a revenue of 3.035 billion yuan, representing a year-on-year growth of 18.19%. The net profit attributable to the parent company was 380 million yuan, reflecting a year-on-year increase of 29.63% [2]. - Since its A-share listing, Jiechang Drive has distributed a total of 685 million yuan in dividends, with 280 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Jiechang Drive reached 50,100, an increase of 19.50% from the previous period. The average number of circulating shares per shareholder decreased by 16.32% to 7,634 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the sixth largest, holding 5.1629 million shares, a decrease of 3.1568 million shares from the previous period [3].

Group 1 - The core viewpoint of the news is that Kedi Co., Ltd. experienced a stock price increase of 5.1%, reaching 85.69 yuan per share, with a total market capitalization of 6.056 billion yuan [1] - Kedi Co., Ltd. is primarily engaged in the research, production, and sales of linear drive systems, with 98.83% of its revenue coming from linear drive products [1] - The company was established on August 27, 1992, and was listed on June 1, 2020 [1] Group 2 - Among the top ten circulating shareholders of Kedi Co., Ltd., the Dongfang Alpha Fund has entered the list, holding 250,200 shares, which accounts for 0.36% of the circulating shares [2] - The Dongfang Alpha Preferred Mixed A Fund (007518) has achieved a year-to-date return of 52.3%, ranking 617 out of 8,154 in its category [2] - The fund manager, Zhou Mi, has a tenure of 7 years and 236 days, with the best fund return during this period being 112.22% [3]

Core Insights - The stock price of Jiechang Drive has increased by 54.61% year-to-date, but has seen a decline of 0.71% in the last five trading days and 11.78% in the last 20 days [2] - The company reported a revenue of 2.007 billion yuan for the first half of 2025, representing a year-on-year growth of 27.31%, and a net profit of 271 million yuan, up 43.29% year-on-year [2] Financial Performance - As of June 30, 2025, Jiechang Drive's total market capitalization is 14.426 billion yuan, with a stock price of 37.74 yuan per share [1] - The company has distributed a total of 685 million yuan in dividends since its A-share listing, with 280 million yuan distributed in the last three years [3] Shareholder Information - The number of shareholders increased by 5.05% to 41,900 as of June 30, 2025, while the average number of circulating shares per person decreased by 4.80% to 9,123 shares [2] - Major shareholders include Penghua Carbon Neutral Theme Mixed A and Hong Kong Central Clearing Limited, with both reducing their holdings [3]