11月21日，中电电机盘中下跌2.07%，截至09:35，报23.70元/股，成交1242.74万元，换手率0.22%，总 市值55.74亿元。 资金流向方面，主力资金净流出69.14万元，大单买入76.49万元，占比6.16%，卖出145.63万元，占比 11.72%。 中电电机今年以来股价跌2.83%，近5个交易日跌9.20%，近20日跌12.58%，近60日跌1.74%。 今年以来中电电机已经2次登上龙虎榜，最近一次登上龙虎榜为9月18日。 机构持仓方面，截止2025年9月30日，中电电机十大流通股东中，汇丰晋信中小盘股票（540007）位居 第五大流通股东，持股491.15万股，相比上期增加256.37万股。香港中央结算有限公司位居第七大流通 股东，持股268.31万股，为新进股东。大成新锐产业混合A（090018）位居第八大流通股东，持股 243.02万股，为新进股东。大成产业趋势混合A（010826）位居第九大流通股东，持股167.64万股，为 新进股东。广发策略优选混合（270006）退出十大流通股东之列。 责任编辑：小浪快报 资料显示，中电电机股份有限公司位于江苏省无锡市高浪东路777号，成立 ...

中电电机所属申万行业为：电力设备-电机Ⅱ-电机Ⅲ。所属概念板块包括：发电机概念、基金重仓、光 伏玻璃、太阳能、风能等。 截至9月30日，中电电机股东户数1.94万，较上期增加39.57%；人均流通股12143股，较上期减少 28.35%。2025年1月-9月，中电电机实现营业收入4.78亿元，同比增长11.36%；归母净利润3921.54万 元，同比增长387.93%。 分红方面，中电电机A股上市后累计派现5.44亿元。近三年，累计派现3899.62万元。 机构持仓方面，截止2025年9月30日，中电电机十大流通股东中，汇丰晋信中小盘股票（540007）位居 第五大流通股东，持股491.15万股，相比上期增加256.37万股。香港中央结算有限公司位居第七大流通 股东，持股268.31万股，为新进股东。大成新锐产业混合A（090018）位居第八大流通股东，持股 243.02万股，为新进股东。大成产业趋势混合A（010826）位居第九大流通股东，持股167.64万股，为 新进股东。广发策略优选混合（270006）退出十大流通股东之列。 责任编辑：小浪快报 11月17日，中电电机盘中下跌2.03%，截至14:23， ...

Core Viewpoint - China Electric Motor, established in 2003 and listed in 2014, is a significant player in the domestic large and medium-sized AC and DC motor sector, with advanced technology and strong market competitiveness [1] Group 1: Business Performance - In Q3 2025, China Electric Motor reported revenue of 478 million yuan, ranking 22nd out of 26 in the industry, with the industry leader, Wolong Electric Drive, generating 11.967 billion yuan [2] - The revenue composition includes AC motors at 163 million yuan (52.75%), wind motors at 64.3 million yuan (20.86%), DC motors at 41.16 million yuan (13.35%), and other products at 40.2 million yuan (13.04%) [2] - The net profit for the same period was 39.22 million yuan, ranking 20th in the industry, with the top two competitors, Ocean Electric and Wolong Electric Drive, earning 896 million yuan and 829 million yuan respectively [2] Group 2: Financial Ratios - As of Q3 2025, the asset-liability ratio for China Electric Motor was 39.34%, down from 40.80% year-on-year, which is higher than the industry average of 35.64% [3] - The gross profit margin for the same period was 25.86%, an increase from 25.05% year-on-year, exceeding the industry average of 21.03% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 39.57% to 19,400, with an average holding of 12,100 circulating A-shares, a decrease of 28.35% [5] - Notable changes in the top ten circulating shareholders include HSBC Jintrust Small Cap Stock becoming the fifth largest with 4.9115 million shares, an increase of 2.5637 million shares [5]

Core Insights - The stock price of China Electric Motor has increased by 21.81% year-to-date, with a recent decline of 2.94% over the last five trading days [1] - The company reported a significant year-on-year revenue growth of 21.94% for the first half of 2025, reaching 308 million yuan, and a remarkable net profit increase of 240.92%, amounting to 34.97 million yuan [2] - The company has a diverse revenue stream, with 52.75% from AC motors, 20.86% from wind power motors, 13.35% from DC motors, and 13.04% from other sources [1] Stock Performance - As of September 26, the stock was trading at 29.71 yuan per share, with a market capitalization of 6.988 billion yuan [1] - The trading volume was 102 million yuan, with a turnover rate of 1.50% [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the latest appearance on September 18 [1] Shareholder Information - As of June 30, the number of shareholders decreased by 18.75% to 13,900, while the average circulating shares per person increased by 23.07% to 16,948 shares [2] - The company has distributed a total of 544 million yuan in dividends since its A-share listing, with 38.996 million yuan distributed in the last three years [3] - New institutional shareholders include GF Strategy Preferred Mixed Fund and HSBC Jintrust Small and Medium Cap Stock Fund, while some previous major shareholders have exited [3]

Core Viewpoint - China Electric Motor experienced a decline in stock price, with a current trading price of 25.72 CNY per share and a market capitalization of 6.049 billion CNY, indicating fluctuations in trading activity and investor sentiment [1]. Financial Performance - For the first half of 2025, China Electric Motor reported a revenue of 308 million CNY, representing a year-on-year growth of 21.94%. The net profit attributable to shareholders was 34.97 million CNY, showing a significant increase of 240.92% compared to the previous period [2]. - The company has distributed a total of 544 million CNY in dividends since its A-share listing, with 38.99 million CNY distributed over the last three years [3]. Shareholder and Market Activity - As of June 30, 2025, the number of shareholders decreased by 18.75% to 13,900, while the average number of circulating shares per person increased by 23.07% to 16,948 shares [2]. - The stock has seen a net outflow of 8.48 million CNY in principal funds recently, with significant selling pressure from large orders [1]. Business Overview - China Electric Motor, established in April 2003 and listed in November 2014, specializes in the research, design, production, and sales of large and medium-sized AC and DC motors. The revenue composition includes 52.75% from AC motors, 20.86% from wind power motors, 13.35% from DC motors, and 13.04% from other sources [1]. - The company operates within the electric equipment industry, specifically in the motor sector, and is involved in various concept sectors such as renewable energy, wind energy, offshore wind power, solar energy, and photovoltaic glass [1].

Group 1 - The stock of China Electric Motor increased by 6.1%, reaching 28.33 CNY per share, with a trading volume of 252 million CNY and a turnover rate of 3.93%, resulting in a total market capitalization of 6.663 billion CNY [1] - China Electric Motor Co., Ltd. is located in Wuxi, Jiangsu Province, established on April 8, 2003, and listed on November 4, 2014. The company's main business involves the research, design, production, and sales of large and medium-sized AC and DC motors [1] - The revenue composition of the company includes: AC motors 52.75%, wind power motors 20.86%, DC motors 13.35%, and others 13.04% [1] Group 2 - Huazhong Fund has a significant holding in China Electric Motor, with Huazhong Modern Life Mixed Fund (008290) holding 315,000 shares, accounting for 4.37% of the fund's net value, making it the fifth-largest holding [2] - The Huazhong Modern Life Mixed Fund (008290) was established on April 26, 2020, with a current size of 194 million CNY. Year-to-date return is 32.47%, ranking 2286 out of 8174 in its category; the one-year return is 63.09%, ranking 1897 out of 7981; and since inception, the return is 16.02% [2] - The fund manager, Liu Shusheng, has a tenure of 7 years and 105 days, with the fund's total asset size at 194 million CNY. The best return during his tenure is 77.11%, while the worst return is 40.44% [2]