11月17日，四方股份跌1.23%，成交额8.17亿元。两融数据显示，当日四方股份获融资买入额6768.24万 元，融资偿还9171.00万元，融资净买入-2402.76万元。截至11月17日，四方股份融资融券余额合计8.71 亿元。 资料显示，北京四方继保自动化股份有限公司位于北京市海淀区上地信息产业基地四街9号，成立日期 1994年4月8日，上市日期2010年12月31日，公司主营业务涉及继电保护、电网自动化及发电厂自动化产 品的研发、生产、销售和技术服务。主营业务收入构成为：电厂及工业自动化49.82%，电网自动化 42.94%，其他7.09%，房屋租赁、技术服务、材料销售等0.15%。 截至9月30日，四方股份股东户数3.38万，较上期减少14.71%；人均流通股24274股，较上期增加 17.34%。2025年1月-9月，四方股份实现营业收入61.32亿元，同比增长20.39%；归母净利润7.04亿元， 同比增长15.57%。 分红方面，四方股份A股上市后累计派现40.00亿元。近三年，累计派现15.99亿元。 责任编辑：小浪快报 融资方面，四方股份当日融资买入6768.24万元。当前融资余额8.7 ...

Core Points - Sifang Co., Ltd. experienced a stock price increase of 5.23%, reaching 32.82 CNY per share, with a trading volume of 2.179 billion CNY and a turnover rate of 8.42%, resulting in a total market capitalization of 27.346 billion CNY [1] Company Overview - Sifang Co., Ltd. is located in Haidian District, Beijing, and was established on April 8, 1994. The company was listed on December 31, 2010. Its main business involves the research, development, production, sales, and technical services of relay protection, power grid automation, and power plant automation products [1] - The revenue composition of Sifang Co., Ltd. is as follows: 49.82% from power plant and industrial automation, 42.94% from power grid automation, 7.09% from other sources, and 0.15% from rental income, technical services, and material sales [1] Fund Holdings - According to data from the top ten holdings of funds, Guojin Fund has one fund heavily invested in Sifang Co., Ltd. The Guojin Guoxin Initiated A Fund (762001) reduced its holdings by 108,900 shares in the third quarter, now holding 200,300 shares, which accounts for 4.89% of the fund's net value, making it the second-largest holding [2] - The Guojin Guoxin Initiated A Fund (762001) was established on August 28, 2012, with a latest scale of 74.7632 million CNY. Year-to-date returns are 12.82%, ranking 5345 out of 8149 in its category; the one-year return is 9.36%, ranking 5446 out of 8053; and since inception, the return is 346.77% [2]

财通资管中证1000指数增强A（019402）成立日期2024年4月29日，最新规模1143.64万。今年以来收益 21.93%，同类排名2462/4216；近一年收益21.64%，同类排名1837/3909；成立以来收益36.15%。 财通资管中证1000指数增强A（019402）基金经理为辛晨晨。 截至发稿，辛晨晨累计任职时间5年60天，现任基金资产总规模1250.57万元，任职期间最佳基金回报 35.73%， 任职期间最差基金回报-34.95%。 11月6日，四方股份涨5.23%，截至发稿，报32.82元/股，成交21.80亿元，换手率8.42%，总市值273.46 亿元。 资料显示，北京四方继保自动化股份有限公司位于北京市海淀区上地信息产业基地四街9号，成立日期 1994年4月8日，上市日期2010年12月31日，公司主营业务涉及继电保护、电网自动化及发电厂自动化产 品的研发、生产、销售和技术服务。主营业务收入构成为：电厂及工业自动化49.82%，电网自动化 42.94%，其他7.09%，房屋租赁、技术服务、材料销售等0.15%。 从基金十大重仓股角度 数据显示，财通证券资管旗下1只基金重仓四方股份。 ...

Group 1 - The core point of the news is the significant increase in the stock price of Sifang Co., which rose by 5.27% to 30.35 CNY per share, with a trading volume of 2.121 billion CNY and a turnover rate of 9.08%, leading to a total market capitalization of 25.288 billion CNY [1] - Sifang Co. specializes in the research, production, sales, and technical services of relay protection, grid automation, and power plant automation products, with its main business revenue composition being 49.82% from power and industrial automation, 42.94% from grid automation, and 7.09% from other sources [1] Group 2 - According to data from the top ten holdings of funds, the Everbright Prudential fund holds a significant position in Sifang Co., with the Everbright Prudential Belt and Road Mixed A Fund (001463) owning 82,500 shares, accounting for 2.05% of the fund's net value, ranking as the ninth largest holding [2] - The Everbright Prudential Belt and Road Mixed A Fund has a total scale of 81.0916 million CNY and has achieved a year-to-date return of 18.24%, ranking 4492 out of 8150 in its category, with a one-year return of 19.64%, ranking 3998 out of 8043 [2]

Core Insights - Sifang Co., Ltd. experienced a stock price increase of 5.27%, reaching 30.35 CNY per share, with a trading volume of 2.121 billion CNY and a turnover rate of 9.08%, resulting in a total market capitalization of 25.288 billion CNY [1] Company Overview - Sifang Co., Ltd. is located in Haidian District, Beijing, and was established on April 8, 1994. The company was listed on December 31, 2010. Its main business involves the research, development, production, sales, and technical services of relay protection, power grid automation, and power plant automation products [1] - The revenue composition of Sifang Co., Ltd. is as follows: 49.82% from power plant and industrial automation, 42.94% from power grid automation, 7.09% from other sources, and 0.15% from rental, technical services, and material sales [1] Fund Holdings - According to data, one fund under Bosera Fund has Sifang Co., Ltd. as a top ten holding. The Bosera Lezhen Open Mixed Fund (003331) held 25,000 shares in the third quarter, accounting for 0.67% of the fund's net value, ranking as the tenth largest holding. The estimated floating profit for today is approximately 38,000 CNY [2] - The Bosera Lezhen Open Mixed Fund (003331) was established on September 29, 2016, with a latest scale of 75.216 million CNY. Year-to-date returns are 8.83%, ranking 6111 out of 8232 in its category; one-year returns are 10.87%, ranking 5719 out of 8121; and since inception, the return is 60.78% [2] Fund Manager Performance - The fund manager of Bosera Lezhen Open Mixed Fund (003331) is Jing Peng, who has a cumulative tenure of 9 years and 104 days, managing total assets of 2.702 billion CNY, with the best fund return during his tenure being 53.71% and the worst being 3.51% [3] - Co-manager Yu Bing has a cumulative tenure of 4 years and 206 days, managing total assets of 137 million CNY, with the best fund return during his tenure being 18.08% and the worst being -42.39% [3]

Group 1 - The core point of the news is that Sifang Co., Ltd. experienced a stock price increase of 5.27%, reaching 30.35 CNY per share, with a trading volume of 2.123 billion CNY and a turnover rate of 9.09%, resulting in a total market capitalization of 25.288 billion CNY [1] - Sifang Co., Ltd. is located in Haidian District, Beijing, and was established on April 8, 1994, with its listing date on December 31, 2010. The company's main business includes research, production, sales, and technical services related to relay protection, grid automation, and power plant automation products [1] - The revenue composition of Sifang Co., Ltd. is as follows: 49.82% from power plant and industrial automation, 42.94% from grid automation, 7.09% from other sources, and 0.15% from rental, technical services, and material sales [1] Group 2 - From the perspective of major holdings in funds, one fund under Caitong Securities Asset Management holds Sifang Co., Ltd. as a significant investment. The Caitong Asset Management CSI 1000 Index Enhanced A Fund (019402) held 6,200 shares in the third quarter, accounting for 1% of the fund's net value, making it the third-largest holding [2] - The Caitong Asset Management CSI 1000 Index Enhanced A Fund (019402) was established on April 29, 2024, with a latest scale of 11.4364 million CNY. The fund has achieved a year-to-date return of 21.56%, ranking 2,495 out of 4,216 in its category, and a one-year return of 24.98%, ranking 1,792 out of 3,901 [2] - The fund manager, Xin Chenchen, has been in the position for 5 years and 59 days, with a total asset scale of 12.5057 million CNY. During the tenure, the best fund return was 36.77%, while the worst was -34.95% [2]

Core Insights - The company reported a revenue of 6.132 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 20.39% [1] - The net profit attributable to shareholders for the same period was 704 million yuan, showing a year-on-year increase of 15.57% [1] Company Overview - The main business of the company focuses on providing relay protection, automation and control systems, power electronics, integration of primary and secondary systems, and smart IoT solutions for sectors such as smart power generation, renewable energy, smart grids, new distribution networks, and smart electricity [1]

Core Insights - On October 23, Sifang Co., Ltd. experienced a 3.03% decline in stock price, with a trading volume of 1.042 billion yuan [1] - The company reported a financing buy-in of 109 million yuan and a financing repayment of 108 million yuan on the same day, resulting in a net financing buy of 916,500 yuan [1] - As of October 23, the total margin balance for Sifang Co. was 614 million yuan, with a financing balance of 611 million yuan, accounting for 2.91% of the circulating market value, indicating a high level compared to the past year [1] Financing and Margin Data - On October 23, Sifang Co. had a margin buy-in of 109 million yuan, with a financing balance of 611 million yuan, which is above the 90th percentile of the past year [1] - The company repaid 8,500 shares of margin on the same day, with a margin sell of 1,500 shares, amounting to a sell value of 38,400 yuan [1] - The remaining margin shares stood at 122,600 shares, with a margin balance of 3.141 million yuan, also above the 90th percentile of the past year [1] Company Overview - Sifang Co., Ltd. was established on April 8, 1994, and listed on December 31, 2010, located in Haidian District, Beijing [1] - The company's main business includes research, production, sales, and technical services for relay protection, grid automation, and power plant automation products [1] - The revenue composition of Sifang Co. is as follows: 49.82% from power and industrial automation, 42.94% from grid automation, 7.09% from other sources, and 0.15% from rental, technical services, and material sales [1] Shareholder and Financial Performance - As of June 30, the number of shareholders for Sifang Co. was 39,600, a decrease of 5.28% from the previous period, while the average circulating shares per person increased by 5.57% to 20,686 shares [2] - For the first half of 2025, Sifang Co. achieved a revenue of 4.02 billion yuan, a year-on-year increase of 15.62%, and a net profit attributable to shareholders of 476 million yuan, up 12.41% year-on-year [2] - Since its A-share listing, Sifang Co. has distributed a total of 4 billion yuan in dividends, with 1.599 billion yuan distributed in the last three years [2]

Group 1 - The core viewpoint of the news is that Sifang Co., Ltd. has experienced a significant stock price increase, with a 5.28% rise on October 13, reaching 23.71 yuan per share, and a cumulative increase of 23.6% over the past five days [1] - Sifang Co., Ltd. is primarily engaged in the research, production, sales, and technical services of relay protection, grid automation, and power plant automation products, with revenue composition being 49.82% from power and industrial automation, 42.94% from grid automation, and 7.09% from other sources [1] - The total market capitalization of Sifang Co., Ltd. is reported at 19.757 billion yuan, with a trading volume of 9.01 billion yuan and a turnover rate of 4.90% [1] Group 2 - According to data from the top ten holdings of funds, the Bodao Fund has a significant position in Sifang Co., Ltd., with the Bodao Shengli 6-month holding period mixed fund (010404) holding 8,200 shares, accounting for 0.34% of the fund's net value [2] - The Bodao Shengli fund has generated a floating profit of approximately 9,758 yuan today, with a total floating profit of 35,300 yuan during the five-day increase [2] - The Bodao Shengli fund was established on December 24, 2020, with a current scale of 39.612 million yuan and year-to-date returns of 7.05%, ranking 6,447 out of 8,234 in its category [2]

Core Viewpoint - Sifang Co., Ltd. has shown a positive trend in stock performance and financial metrics, indicating potential growth opportunities in the automation and power sectors [1][2]. Financing and Trading Activity - On September 24, Sifang Co., Ltd. experienced a stock price increase of 1.39% with a trading volume of 281 million yuan. The financing buy-in amount was 33.15 million yuan, while the financing repayment was 29.52 million yuan, resulting in a net financing buy of 3.63 million yuan. The total financing and securities balance reached 382 million yuan [1]. - The current financing balance of 381 million yuan represents 2.54% of the circulating market value, which is above the 70th percentile level over the past year, indicating a high level of financing activity [1]. - In terms of securities lending, 6,700 shares were repaid, and 2,100 shares were sold on September 24, with a selling amount of 38,400 yuan. The remaining securities lending balance was 67,800 shares, valued at 1.24 million yuan, also above the 70th percentile level over the past year [1]. Company Overview - Sifang Co., Ltd., established on April 8, 1994, and listed on December 31, 2010, is based in Haidian District, Beijing. The company specializes in the research, production, sales, and technical services of relay protection, grid automation, and power plant automation products [1]. - The revenue composition of Sifang Co., Ltd. is as follows: 49.82% from power and industrial automation, 42.94% from grid automation, 7.09% from other sources, and 0.15% from rental, technical services, and material sales [1]. Financial Performance - For the first half of 2025, Sifang Co., Ltd. reported a revenue of 4.02 billion yuan, reflecting a year-on-year growth of 15.62%. The net profit attributable to shareholders was 476 million yuan, marking a 12.41% increase compared to the previous period [2]. - Since its A-share listing, Sifang Co., Ltd. has distributed a total of 4 billion yuan in dividends, with 1.599 billion yuan distributed over the last three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Sifang Co., Ltd. was 39,600, a decrease of 5.28% from the previous period. The average number of circulating shares per person increased by 5.57% to 20,686 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 17.90 million shares, a decrease of 5.48 million shares from the previous period. New entrants include Southern CSI 1000 ETF and Zhuque Hengxin One-Year Holding [3].