从东方铁塔十大流通股东角度 数据显示，广发基金旗下1只基金位居东方铁塔十大流通股东。广发价值核心混合A（010377）三季度 新进十大流通股东，持有股数2237.43万股，占流通股的比例为1.98%。根据测算，今日浮亏损失约 1879.44万元。 11月21日，东方铁塔跌5.08%，截至发稿，报15.70元/股，成交1.57亿元，换手率0.86%，总市值195.32 亿元。 资料显示，青岛东方铁塔股份有限公司位于山东省青岛胶州市广州北路318号，成立日期1996年8月1 日，上市日期2011年2月11日，公司主营业务涉及钢结构(电厂钢结构、石化钢结构、民用建筑钢结构) 和铁塔类产品(输电线路铁塔、广播电视塔、通信塔)研发、设计、生产、销售和安装。氯化钾的开采、 生产和销售。主营业务收入构成为：氯化钾65.07%，角钢塔16.09%，钢结构11.72%，钢管塔4.63%，溴 化钠1.73%，其他0.52%，建筑安装0.14%，发电0.10%。 截至发稿，吴远怡累计任职时间5年54天，现任基金资产总规模232.97亿元，任职期间最佳基金回报 141.24%， 任职期间最差基金回报-19.12%。 从基金十大重仓股 ...

11月20日，宏盛华源跌1.59%，截至发稿，报4.34元/股，成交8856.42万元，换手率1.23%，总市值 116.10亿元。宏盛华源股价已经连续3天下跌，区间累计跌幅5.65%。 资料显示，宏盛华源铁塔集团股份有限公司位于山东省济南市高新区汉峪金融商务中心5区5号楼18层， 成立日期1985年6月27日，上市日期2023年12月22日，公司主营业务涉及输电线路铁塔的研发、生产和 销售。主营业务收入构成为：角钢塔75.73%，其他6.52%，钢管塔6.47%，钢管杆5.77%，变电构支架 3.13%，其他(补充)2.38%。 从基金十大重仓股角度 数据显示，建信基金旗下1只基金重仓宏盛华源。建信民丰回报定期开放混合（004413）三季度持有股 数2.58万股，占基金净值比例为0.2%，位居第八大重仓股。根据测算，今日浮亏损失约1806元。连续3 天下跌期间浮亏损失6708元。 建信民丰回报定期开放混合（004413）成立日期2017年4月18日，最新规模5514.2万。今年以来收益 3.14%，同类排名7221/8136；近一年收益3.63%，同类排名7179/8055；成立以来收益28.04%。 建信 ...

国际实业今年以来股价涨16.50%，近5个交易日涨6.39%，近20日涨17.28%，近60日涨20.73%。 11月17日，国际实业盘中上涨2.04%，截至09:57，报6.99元/股，成交5968.81万元，换手率1.81%，总市 值33.60亿元。 资金流向方面，主力资金净流入625.63万元，特大单买入321.89万元，占比5.39%，卖出400.96万元，占 比6.72%；大单买入1552.81万元，占比26.02%，卖出848.11万元，占比14.21%。 截至11月10日，国际实业股东户数3.92万，较上期增加0.99%；人均流通股12277股，较上期减少 0.98%。2025年1月-9月，国际实业实现营业收入13.02亿元，同比减少46.47%；归母净利润2010.90万 元，同比增长104.45%。 分红方面，国际实业A股上市后累计派现3.95亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，国际实业十大流通股东中，金元顺安元启灵活配置混合 （004685）位居第三大流通股东，持股245.59万股，为新进股东。中信保诚多策略混合(LOF)A （165531）退出十大 ...

Core Viewpoint - Oriental Tower's stock price has seen significant fluctuations, with a year-to-date increase of 149.63%, but a recent decline of 2.04% on November 14 [1] Company Overview - Qingdao Oriental Tower Co., Ltd. was established on August 1, 1996, and listed on February 11, 2011. The company specializes in the research, design, production, sales, and installation of steel structures and tower products [1] - The main business revenue composition includes potassium chloride (65.07%), angle steel towers (16.09%), steel structures (11.72%), steel pipe towers (4.63%), sodium bromide (1.73%), and other segments [1] Financial Performance - For the period from January to September 2025, Oriental Tower achieved operating revenue of 3.392 billion yuan, a year-on-year increase of 9.05%, and a net profit attributable to shareholders of 828 million yuan, reflecting a year-on-year growth of 77.57% [2] - Cumulatively, the company has distributed 2.614 billion yuan in dividends since its A-share listing, with 1.257 billion yuan distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders is 20,400, a decrease of 10.29% from the previous period, with an average of 55,351 circulating shares per shareholder, an increase of 11.48% [2] - Notable shareholders include GF Value Core Mixed A, which is the fourth-largest shareholder with 22.3743 million shares, and Hong Kong Central Clearing Limited, which is the ninth-largest shareholder with 10.7215 million shares, having decreased its holdings by 3.8382 million shares [3]

Core Viewpoint - Oriental Tower's stock price has increased significantly this year, but it has recently experienced a slight decline in the short term [1][2]. Company Overview - Qingdao Oriental Tower Co., Ltd. was established on August 1, 1996, and listed on February 11, 2011. The company specializes in the research, design, production, sales, and installation of steel structures and tower products [1]. - The main business revenue composition includes: potassium chloride 65.07%, angle steel towers 16.09%, steel structures 11.72%, steel pipe towers 4.63%, sodium bromide 1.73%, others 0.52%, construction installation 0.14%, and power generation 0.10% [1]. Financial Performance - For the period from January to September 2025, Oriental Tower achieved operating revenue of 3.392 billion yuan, a year-on-year increase of 9.05%, and a net profit attributable to shareholders of 828 million yuan, a year-on-year increase of 77.57% [2]. - Since its A-share listing, Oriental Tower has distributed a total of 2.614 billion yuan in dividends, with 1.257 billion yuan distributed in the last three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders of Oriental Tower is 20,400, a decrease of 10.29% from the previous period, with an average of 55,351 circulating shares per person, an increase of 11.48% [2]. - The top ten circulating shareholders include new shareholder GF Value Core Mixed A, holding 22.3743 million shares, while Hong Kong Central Clearing Limited reduced its holdings by 3.8382 million shares [3].

Company Overview - Dongfang Tower, established on August 1, 1996, and listed on February 11, 2011, is located in Jiaozhou, Qingdao, Shandong Province. The company specializes in the research, design, production, sales, and installation of steel structures and tower products, including transmission line towers, broadcast towers, and communication towers. Additionally, it is involved in the mining, production, and sales of potassium chloride [1][2]. Financial Performance - For the period from January to September 2025, Dongfang Tower achieved a revenue of 3.392 billion yuan, representing a year-on-year growth of 9.05%. The net profit attributable to shareholders was 828 million yuan, showing a significant increase of 77.57% compared to the previous year [2]. - The company has distributed a total of 2.614 billion yuan in dividends since its A-share listing, with 1.257 billion yuan distributed over the last three years [3]. Stock Performance - As of November 6, Dongfang Tower's stock price increased by 2.01%, reaching 17.24 yuan per share, with a trading volume of 125 million yuan and a turnover rate of 0.65%. The total market capitalization stands at 21.448 billion yuan [1]. - Year-to-date, the stock price has risen by 156.17%, with a 2.65% decline over the last five trading days, a 25.93% increase over the last 20 days, and a 74.67% increase over the last 60 days [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders for Dongfang Tower was 20,400, a decrease of 10.29% from the previous period. The average number of circulating shares per person increased by 11.48% to 55,351 shares [2]. - Among the top ten circulating shareholders, Guangfa Value Core Mixed A (010377) is the fourth largest, holding 22.3743 million shares as a new shareholder. Hong Kong Central Clearing Limited is the ninth largest, holding 10.7215 million shares, a decrease of 3.8382 million shares from the previous period [3].

Core Viewpoint - Oriental Tower's stock price has shown significant growth this year, with a year-to-date increase of 154.09%, indicating strong market performance and investor interest [1][2]. Company Overview - Qingdao Oriental Tower Co., Ltd. was established on August 1, 1996, and listed on February 11, 2011. The company specializes in the research, design, production, sales, and installation of steel structures and tower products [1]. - The company's main business revenue composition includes: potassium chloride (65.07%), angle steel towers (16.09%), steel structures (11.72%), steel pipe towers (4.63%), sodium bromide (1.73%), others (0.52%), construction installation (0.14%), and power generation (0.10%) [1]. Financial Performance - For the period from January to September 2025, Oriental Tower achieved operating revenue of 3.392 billion yuan, a year-on-year increase of 9.05%, and a net profit attributable to shareholders of 828 million yuan, representing a year-on-year growth of 77.57% [2]. - The company has distributed a total of 2.614 billion yuan in dividends since its A-share listing, with 1.257 billion yuan distributed in the last three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders of Oriental Tower was 20,400, a decrease of 10.29% from the previous period, with an average of 55,351 circulating shares per person, an increase of 11.48% [2]. - Notable shareholders include GF Value Core Mixed A, which is the fourth largest shareholder with 22.3743 million shares, and Hong Kong Central Clearing Limited, which is the ninth largest shareholder with 10.7215 million shares, having decreased its holdings by 3.8382 million shares [3].

Core Points - The company has been recommended as a candidate for multiple bidding packages in the State Grid Corporation of China's procurement for transmission and transformation projects, with a total pre-bid amount of approximately 584 million yuan, accounting for about 5.76% of the company's audited revenue for 2024 [1] Group 1: Project Overview - The project is currently in the bid result announcement stage, and the company has not yet received a formal bid notification [1] - The procurement involves multiple packages for angle steel towers and steel pipe towers, with the company being a candidate for 23 packages [1] Group 2: Impact on the Company - Winning the bid and signing the contract is expected to have a positive impact on the company's operating performance [1] - The project will not affect the company's business independence, and there will be no dependency on the contract counterpart due to contract performance [1]

Core Insights - The announcement from Hongsheng Huayuan indicates that it has been selected as a candidate for multiple procurement packages by State Grid Corporation of China, with a total pre-bid amount of approximately 584 million yuan, which represents about 5.76% of the company's audited revenue for 2024 [2] Group 1 - Hongsheng Huayuan's subsidiary has been shortlisted for 23 procurement packages related to transmission and transformation projects [2] - The pre-bid amount for the selected packages is approximately 584 million yuan [2] - This amount constitutes around 5.76% of Hongsheng Huayuan's audited revenue for the year 2024 [2]

Core Insights - Hongsheng Huayuan (601096.SH) announced that its subsidiary has been selected as a candidate for multiple bidding packages in the State Grid Corporation of China's 2025 procurement activities, specifically for transmission and transformation projects [1] Summary by Categories Company Performance - The company is the candidate for 23 bidding packages, including angle steel towers and steel pipe towers, with a total pre-bid amount of approximately 584 million yuan [1] - This pre-bid amount represents about 5.76% of the company's audited revenue for 2024 [1]