华盛昌主营业务为专业仪器仪表的生产、销售及相关业务，所属申万行业为电力设备-电网设备-电工仪器 仪表，所属概念板块包括DeepSeek概念、AIAgent（智能体）、胎压监测、核聚变、超导概念、核电等。 经营业绩：营收行业第十，净利润第十一 2025年三季度，华盛昌实现营业收入5.3亿元，在行业14家公司中排名第10，远低于第一名科陆电子的 35.86亿元和第二名海兴电力的33.69亿元，行业平均数为11.44亿元，中位数为5.82亿元。主营业务构成 中，专业仪表1.58亿元占比45.09%，通用仪表1.32亿元占比37.75%等。当期净利润为6410.66万元，行业排 名第11，第一名海兴电力7.3亿元，第二名开发科技5.54亿元，行业平均数为2.3亿元，中位数为1.2亿元。 华盛昌成立于1991年3月26日，于2020年4月15日在深圳证券交易所上市，注册地址和办公地址均为广东省 深圳市。公司是国内知名的专业仪器仪表制造商，产品涵盖电工、电子、电力、环境、医疗等多个领域， 拥有多项核心技术和专利。 东方财富证券指出，首次覆盖予以"增持"评级，预计公司2025 - 2027年归母净利润分别为1.8亿元、2. ...

10月29日，华盛昌盘中下跌2.02%，截至14:01，报22.36元/股，成交3573.94万元，换手率1.57%，总市 值42.35亿元。 资金流向方面，主力资金净流出8236.81元，特大单买入118.14万元，占比3.31%，卖出0.00元，占比 0.00%；大单买入244.47万元，占比6.84%，卖出363.44万元，占比10.17%。 截至9月30日，华盛昌股东户数1.67万，较上期减少14.58%；人均流通股6022股，较上期增加17.06%。 2025年1月-9月，华盛昌实现营业收入5.30亿元，同比减少5.49%；归母净利润6489.43万元，同比减少 40.94%。 分红方面，华盛昌A股上市后累计派现6.66亿元。近三年，累计派现2.45亿元。 华盛昌今年以来股价涨25.48%，近5个交易日跌2.06%，近20日跌13.57%，近60日涨6.32%。 资料显示，深圳市华盛昌科技实业股份有限公司位于广东省深圳市南山区西丽白芒松白公路百旺信工业 区五区19栋，成立日期1991年3月26日，上市日期2020年4月15日，公司主营业务涉及专业仪器仪表的生 产、销售及相关业务。主营业务收入构成为： ...

资料显示，深圳市华盛昌科技实业股份有限公司位于广东省深圳市南山区西丽白芒松白公路百旺信工业 区五区19栋，成立日期1991年3月26日，上市日期2020年4月15日，公司主营业务涉及专业仪器仪表的生 产、销售及相关业务。主营业务收入构成为：专业仪表45.09%，通用仪表37.75%，专业测试和科学分 析仪器11.65%，新能源产品2.58%，其他(补充)1.67%，医学诊断和生命科学分析仪器1.25%。 华盛昌所属申万行业为：电力设备-电网设备-电工仪器仪表。所属概念板块包括：DeepSeek概念、 AIAgent（智能体）、胎压监测、华为鸿蒙、充电桩等。 10月27日，华盛昌发布2025年三季报。报告显示，公司前三季度营业收入为5.30亿元，同比下降 5.49%；归母净利润为6489.43万元，同比下降40.94%；扣非归母净利润为6200.98万元，同比下降 39.92%；基本每股收益0.34元。 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。 报告期内，华盛昌基本每 ...

Company Overview - Yulide Technology (China) Co., Ltd. is located in Dongguan, Guangdong Province, established on December 5, 2003, and listed on February 1, 2021. The company specializes in the research, production, and sales of testing and measurement instruments [1]. Business Performance - As of October 16, Yulide's stock price increased by 5.27%, reaching 36.58 CNY per share, with a trading volume of 28.99 million CNY and a turnover rate of 0.72%. The total market capitalization is 4.088 billion CNY [1]. - The revenue composition of Yulide's main business includes: General Instruments 55.97%, Temperature and Environmental Testing Instruments 19.20%, Testing Instruments 14.16%, Professional Instruments 10.20%, and Others 0.46% [1]. Fund Holdings - According to data from the top ten holdings of funds, one fund under Taixin holds a significant position in Yulide. The Taixin Internet+ Theme Mixed Fund (001978) held 47,200 shares in the second quarter, accounting for 3.71% of the fund's net value, ranking as the fifth-largest holding. The estimated floating profit today is approximately 86,400 CNY [2]. - The Taixin Internet+ Theme Mixed Fund (001978) was established on June 8, 2016, with a latest scale of 42.7171 million CNY. Year-to-date, it has experienced a loss of 0.34%, ranking 8039 out of 8161 in its category; over the past year, it has gained 3.57%, ranking 7381 out of 8021; and since inception, it has achieved a return of 50.49% [2]. Fund Management - The fund manager of the Taixin Internet+ Theme Mixed Fund (001978) is Chen Ying, who has been in the position for 3 years and 274 days. The total asset size of the fund is 564 million CNY, with the best return during the tenure being 19.22% and the worst return being -10.78% [3].

Core Viewpoint - The company Youlide experienced a slight decline in stock price and has shown significant activity in margin trading, indicating a high level of investor interest despite a decrease in net profit year-on-year. Group 1: Financial Performance - As of June 30, Youlide achieved operating revenue of 617 million yuan, representing a year-on-year growth of 9.52% [2] - The net profit attributable to shareholders was 98.01 million yuan, reflecting a year-on-year decrease of 5.14% [2] Group 2: Shareholder and Market Activity - As of August 26, Youlide's financing balance was 83.25 million yuan, accounting for 2.02% of its market capitalization, which is above the 90th percentile of the past year [1] - The number of shareholders increased by 8.04% to 5,695 as of June 30, while the average number of circulating shares per person decreased by 7.03% to 19,605 shares [2] Group 3: Business Overview - Youlide Technology Co., Ltd. specializes in the research, development, production, and sales of testing and measurement instruments, with its main revenue sources being general instruments (55.97%), temperature and environmental testing instruments (19.20%), testing instruments (14.16%), and professional instruments (10.20%) [1] - Since its A-share listing, Youlide has distributed a total of 369 million yuan in dividends, with 286 million yuan distributed over the past three years [3] Group 4: Institutional Holdings - As of June 30, the second-largest circulating shareholder,交银先进制造混合A, reduced its holdings by 839,400 shares to 2.10 million shares [3] - Other significant institutional shareholders also reduced their holdings, indicating a trend of decreasing institutional investment in the company [3]

Group 1 - The core business of the company is the research, development, production, and sales of testing and measuring instruments [2] - The company achieved a significant technological breakthrough in vibration measurement analysis, winning the first prize at the Guangdong Provincial Science and Technology Achievement Transformation Promotion Association [2] - The latest financial report for Q1 2025 shows the company generated revenue of 311 million yuan, a year-on-year increase of 9.58%, and a net profit of 55.11 million yuan, a year-on-year increase of 0.91% [2] Group 2 - The company's current price-to-earnings (PE) ratio is 21.83, while the industry average PE ratio is 84.66 [1][3] - The total market capitalization of the company is 4.015 billion yuan [1][3] - As of the Q1 2025 report, four institutions hold shares in the company, with a total holding of 260,700 shares valued at 0.09 million yuan [1]

Group 1 - The core business of the company is the research, development, production, and sales of testing and measurement instruments [2] - The company achieved a significant technological breakthrough in vibration measurement analysis, winning the first prize at the Guangdong Provincial Science and Technology Achievement Transformation Promotion Association [2] - The latest financial report for Q1 2025 shows the company generated revenue of 311 million yuan, a year-on-year increase of 9.58%, and a net profit of 55.11 million yuan, a year-on-year increase of 0.91% [2] Group 2 - The company's current price-to-earnings (PE) ratio is 21.27, while the industry average PE ratio is 80.26 [3] - The total market capitalization of the company is 3.912 billion yuan [1] - The company ranks 22nd in terms of PE ratio within the instrument and meter industry [1]

Group 1 - The core business of the company is the research, production, and sales of testing and measuring instruments, with major products including testing instruments, general instruments, temperature and environmental testing instruments, and specialized instruments [2] - The company achieved a revenue of 311 million yuan in Q1 2025, representing a year-on-year increase of 9.58%, and a net profit of 55.11 million yuan, with a year-on-year increase of 0.91%, and a gross profit margin of 42.96% [2] - The company has received several awards for its technological advancements, including a first prize for the "Research and Industrialization of New Portable Vibration Measurement and Analysis Instrument" project and a second prize for the "Key Technology Research and Large-scale Application of Power System Physical and Chemical Testing Robot" project [2] Group 2 - The company's current price-to-earnings (PE) ratio is 20.61, with a total market capitalization of 3.79 billion yuan [1][3] - The average PE ratio in the instrument and meter industry is 77.61, with a median of 54.13, placing the company at the 22nd position in the industry ranking [1][3] - As of Q1 2025, there are 20 institutions holding shares in the company, including 13 funds, 5 others, and 2 brokerages, with a total holding of 73.05 million shares valued at 2.80 billion yuan [1]

Company Overview - Yulide Technology (China) Co., Ltd. specializes in the research, production, and sales of testing and measurement instruments [2] - The main products include testing instruments, general instruments, temperature and environmental testing instruments, and specialized instruments [2] Recent Achievements - The project "Research and Industrialization of New Portable Vibration Measurement and Analysis Instrument" won the first prize at the 2024 Guangdong Provincial Science and Technology Achievement Transformation Promotion Association, indicating a significant technological breakthrough in vibration measurement and analysis [2] - The project "Key Technology Research and Large-Scale Application of Power System Physical and Chemical Testing Robot" received the second prize from the China Instrument and Meter Society, enhancing the efficiency and accuracy of power equipment testing and contributing to the intelligent transformation of the power industry [2] - The UTi380M infrared thermal imaging mobile module won the second prize at the China (International) Sensor Innovation and Entrepreneurship Competition, showcasing the company's strength in technological innovation [2] Financial Performance - In the first quarter of 2025, the company achieved operating revenue of 311 million yuan, a year-on-year increase of 9.58% [2] - The net profit for the same period was 55.11 million yuan, reflecting a year-on-year increase of 0.91% [2] - The sales gross margin stood at 42.96% [2] Market Position - As of June 9, the closing price of Yulide was 34.45 yuan, with a rolling price-to-earnings (PE) ratio of 20.94, marking a new low in 14 days [1] - The total market capitalization reached 3.851 billion yuan [1] - In comparison to the industry, the average PE ratio for the instrument and meter industry is 75.25, with a median of 53.85, placing Yulide at the 22nd position in the industry ranking [1][3] Institutional Holdings - As of the first quarter of 2025, 20 institutions held shares in Yulide, including 13 funds, 5 others, and 2 brokerages, with a total holding of 73.0482 million shares valued at 2.802 billion yuan [1]

Investment Rating - The investment rating for the company is "Outperform the Market" [5][6][22]. Core Views - The company is experiencing steady revenue growth, with a projected 10.81% increase in revenue for 2024, reaching 1.13 billion yuan, and a 13.64% increase in net profit, amounting to 183 million yuan [2][5]. - The company's strategy focuses on the high-end and specialized instrument sectors, which is expected to drive further growth and improve product structure [5][6]. - The first quarter of 2025 shows a revenue increase of 9.58% year-on-year, but profit is under pressure due to increased depreciation from the Vietnam factory and high R&D expenses [4][5]. Financial Performance Summary - For 2024, the company achieved a gross margin of 45.16% and a net margin of 15.85%, reflecting improvements of 1.84 and 0.33 percentage points respectively [3][4]. - The revenue breakdown by business segment for 2024 includes: - Testing Instruments: Revenue of 155 million yuan, up 14.62%, with a gross margin of 42.56% [3]. - General Instruments: Revenue of 660 million yuan, up 8.33%, with a gross margin of 46.02% [3]. - Specialized Instruments: Revenue of 92 million yuan, up 72.94%, with a gross margin of 50.82% [3]. - Temperature and Environmental Testing Instruments: Revenue of 219 million yuan, down 0.21%, with a gross margin of 42.34% [3]. - The company maintains high R&D and sales expenses, with the expense ratios for 2024 being 10.40% for sales, 6.91% for management, and 10.36% for R&D [3][4]. Earnings Forecast - The earnings forecast for the company indicates a net profit of 228 million yuan in 2025, 274 million yuan in 2026, and 314 million yuan in 2027, with corresponding P/E ratios of 17, 15, and 13 [5][6][23].