Group 1 - The core point of the news is that Hengjin Sensor (838670) has made it to the trading leaderboard on the Beijing Stock Exchange due to a significant trading volume and turnover rate on September 4, 2025 [1][3] - The stock's turnover rate reached 31.27%, with a total trading volume of 20.6385 million shares and a transaction value of 516 million yuan [1] - The top buying and selling seats were both from Dongfang Caifu Securities, with the buying seat at Lhasa Tuanjie Road Second Securities Office purchasing approximately 9.37 million yuan worth of shares, while the selling seat at Lhasa Donghuan Road Second Securities Office sold approximately 7.80 million yuan worth of shares [1][2] Group 2 - Other notable trading activities included purchases from Guojin Securities and Huatai Securities, with buying amounts of approximately 9.02 million yuan and 6.68 million yuan respectively [2] - The selling activities also involved significant amounts from various securities firms, with the highest being from Dongfang Caifu Securities at Lhasa Donghuan Road Second Securities Office, which sold approximately 7.80 million yuan [2] - The data is sourced from the official website of the Beijing Stock Exchange, indicating the reliability of the trading information [2]

Group 1 - The core point of the article is that Hengjin Induction, a company listed on the Beijing Stock Exchange, experienced significant trading activity on September 3, 2025, with a turnover rate of 37.28% and a transaction volume of 24.605 million shares, amounting to 656 million yuan [1]. Group 2 - The top buying seat was from Dongfang Caifu Securities Co., Ltd., Beijing Xuanwumen Securities Business Department, which purchased shares worth 13.6197 million yuan [1]. - The top selling seat was from China International Capital Corporation Wealth Securities Co., Ltd., Huzhou Longxi North Road Securities Business Department, which sold shares worth 50.3408 million yuan [1].

Core Viewpoint - Hengjin Induction (838670) experienced a decline of 1.41% today, with a trading volume of 656 million yuan and a turnover rate of 37.28% [2] Trading Activity - The stock was listed on the North Exchange due to a turnover rate of 37.28%, with a total net sell of 43.4552 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction of 143 million yuan, with a buying amount of 49.938 million yuan and a selling amount of 93.3933 million yuan, resulting in a net sell of 43.4552 million yuan [2] - The largest buying brokerage was Dongfang Caifu Securities Co., Ltd. Beijing Xuanwumen Securities Office, with a buying amount of 13.6197 million yuan [2] - The largest selling brokerage was China Zhongjin Wealth Securities Co., Ltd. Huzhou Longxi North Road Securities Office, with a selling amount of 50.3408 million yuan [2] Detailed Brokerage Activity - The top five buying brokerages and their respective buying amounts (in ten thousand yuan) are as follows: - 1st: Dongfang Caifu Securities Co., Ltd. Beijing Xuanwumen Securities Office - 1361.97 - 2nd: Dongfang Caifu Securities Co., Ltd. Lhasa Tuanjie Road Second Securities Office - 878.34 - 3rd: Dongfang Caifu Securities Co., Ltd. Lhasa East Ring Road Second Securities Office - 835.46 - 4th: Dongfang Caifu Securities Co., Ltd. Lhasa East Ring Road First Securities Office - 808.98 - 5th: Dongfang Caifu Securities Co., Ltd. Lhasa Financial City South Ring Road Securities Office - 747.31 [2] - The top five selling brokerages and their respective selling amounts (in ten thousand yuan) are as follows: - 1st: China Zhongjin Wealth Securities Co., Ltd. Huzhou Longxi North Road Securities Office - 5034.08 - 2nd: Dongfang Caifu Securities Co., Ltd. Lhasa East Ring Road Second Securities Office - 857.52 - 3rd: Dongfang Caifu Securities Co., Ltd. Shannan Xiangqu East Road Securities Office - 785.36 - 4th: Dongguan Securities Co., Ltd. Jieyang Branch - 654.39 - 5th: Everbright Securities Co., Ltd. Chengdu Hongxing Road Securities Office - 633.88 [2]

Investment Rating - The report indicates a positive outlook for the industry, suggesting a focus on high elasticity varieties and potential growth in specialized sectors [1][3]. Core Insights - The North Exchange A-shares saw a trading volume of 37.77 billion yuan on September 2, 2025, an increase of 9.73 billion yuan from the previous trading day, with the North Exchange 50 Index closing at 1574.88, up 0.40% [1][8]. - The specialized and innovative index closed at 2737.44, reflecting a 0.26% increase, indicating resilience in the market despite broader economic challenges [1][8]. - A total of 196 out of 274 companies listed on the North Exchange experienced price increases, highlighting a positive market sentiment [1][14]. Summary by Sections Market Review - The North Exchange A-shares trading volume reached 37.77 billion yuan, marking a significant increase of 9.73 billion yuan from the previous day [1][8]. - The North Exchange 50 Index recorded a closing price of 1574.88, with a PE_TTM of 77.14 times, while the specialized and innovative index closed at 2737.44 [1][8]. Stock Performance - Among the 274 companies, 196 saw their stock prices rise, with the top gainers being Hengjin Induction (30.0%), Hongyu Packaging (30.0%), and Shunyu Precision (21.1%) [1][14][16]. - Conversely, the top decliners included Gebijia (-7.6%) and Lierda (-4.9%), indicating a mixed performance across the board [1][14][15]. Important News - Mitsubishi Heavy Industries plans to double its gas turbine production capacity within two years due to rising global demand driven by equipment replacement cycles and data center construction [2][17]. - The new power system industry is entering a golden development period, with companies like CATL and Envision Technology actively positioning themselves despite existing challenges [2][18]. Company Announcements - Huiwei Intelligent announced the use of 33.55 million yuan of idle funds for cash management, with an unexpired balance of 90.22 million yuan, representing 36.17% of its net assets for 2024 [2][19]. - Forward Technology reported the purchase of structured deposit products with 15 million yuan of idle funds, expecting an annualized return of 0.70% to 1.25% [2][20]. - Hongyu Packaging triggered an abnormal trading fluctuation due to a cumulative price deviation of 68.93% over two trading days [2][21].

Group 1 - The A-share market showed mixed performance on September 3, with the Shanghai Composite Index down by 0.61%, while sectors such as comprehensive, electric equipment, and media saw gains, and defense, military, and non-bank financial sectors experienced declines [1] - The machine tool sector exhibited a mixed performance, with the Machine Tool ETF (159663.SZ) down by 1.68%. Notable gainers included Hengjin Induction up by 4.68%, Haimeixing up by 4.55%, and Qinchuan Machine Tool up by 3.87%, while Huachen Equipment and Zhejiang Haideman saw declines of 5.75% and 4.93% respectively [1] - IDC recently released a forecast predicting that the global robot market will exceed $400 billion by 2029, with China expected to account for nearly half of this market [1] Group 2 - Dongwu Securities highlighted that Nvidia is increasing its focus on humanoid robots and large models, with Tesla's Gen3 expected to be finalized between October and November, aiming for mass production in early 2026 and a target of 1 million units by 2030 [1] - The humanoid sector is anticipated to see rapid advancements in products, orders, and capital, with 2025-2026 expected to be a year of mass production both domestically and internationally, leading to a positive outlook for the humanoid sector and its core supply chain [1] - The Machine Tool ETF (159663) closely tracks the China Machine Tool Index, which encompasses critical areas of high-end equipment manufacturing, including laser equipment, machine tools, robots, and industrial control equipment, representing a core area for innovation-driven industrial upgrades [2]

Company Performance - Hengjin Sensor's stock price reached a historical high, increasing by 15.01% to 28.51 CNY, with a trading volume of 6.552 million shares and a transaction value of 182 million CNY, resulting in a turnover rate of 9.93% [2] - The latest total market capitalization of Hengjin Sensor is 3.82 billion CNY, with a circulating market capitalization of 1.882 billion CNY [2] - The company reported a revenue of 45.0612 million CNY for the first half of the year, representing a year-on-year growth of 60.47%, and a net profit of 7.6372 million CNY, up 26.77% year-on-year, with basic earnings per share of 0.0600 CNY and a weighted average return on equity of 1.69% [2] Industry Overview - The mechanical equipment industry, to which Hengjin Sensor belongs, experienced an overall increase of 0.41%, with 285 stocks rising, including Hengjin Sensor, Lanjian Intelligent, and Qinchuan Machine Tool, which saw increases of 15.01%, 11.04%, and 10.04% respectively [2] - Conversely, 278 stocks in the industry declined, with the largest decreases seen in Kaiteng Precision, Yigang Precision, and Xinlai Materials, which fell by 7.76%, 6.34%, and 5.25% respectively [2] Financing Activity - As of September 2, the latest margin trading balance for Hengjin Sensor was 15.4467 million CNY, with a financing balance of 15.4467 million CNY, reflecting an increase of 3.7054 million CNY over the past 10 days, which is a 31.56% increase [2]

Market Overview - On September 2, the total trading volume of stocks on the Beijing Stock Exchange reached 1.639 billion shares, with a total transaction value of 37.801 billion yuan, an increase of 9.749 billion yuan compared to the previous trading day [1] - Among the tradable stocks, 196 stocks closed higher, accounting for 71.79% of the total, while 73 stocks closed lower [1] Stock Performance - Notable gainers included Shunyu Precision, which rose by 21.14%, YG Precision with a 20.06% increase, and Digital Human with a 19.55% rise [1] - Conversely, stocks that saw significant declines included Gebijia, down 7.59%, Luqiao Information, which fell by 6.70%, and Chuangyuan Xinke, down 5.12% [1] Trading Activity - A total of 134 stocks had transaction values exceeding 10 million yuan, with Rongyi Precision, Better Ray, and Shunyu Precision leading in transaction value at 1.002 billion yuan, 932.9 million yuan, and 603.6 million yuan respectively [1] - The trading activity was robust, with 60 stocks having a turnover rate exceeding 10%, and 15 stocks exceeding 20% [1] Key Stocks - Rongyi Precision closed at 28.31 yuan with a turnover rate of 41.51% and a transaction value of 1.001689 billion yuan [1] - Shunyu Precision had a closing price of 40.00 yuan, a significant increase of 21.14%, and a turnover rate of 48.82% [1] - Other notable stocks included YG Precision and Hengjin Induction, which also experienced substantial price increases [1][2]

注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 相关ETF 数字经济ETF （原标题：恒进感应龙虎榜数据（9月2日）） 恒进感应（838670）今日涨停，全天换手率29.81%，成交额4.60亿元，振幅23.27%。龙虎榜数据显示，营业部席位合计净买入3768.97万元。 北交所公开信息显示，当日该股因日涨跌幅达到29.99%、日换手率达29.81%上榜，营业部席位合计净买入3768.97万元。 证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交1.04亿元，其中，买入成交额为7094.37万元，卖出成交额为3325.41万元，合计净 买入3768.97万元。 具体来看，今日上榜营业部中，第一大买入营业部为中国中金财富证券有限公司湖州龙溪北路证券营业部，买入金额为4689.29万元，第一大卖出 营业部为广发证券股份有限公司佛山禅城南庄营业部，卖出金额为1318.68万元。（数据宝） 恒进感应9月2日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 中国中金财富证券有限公司湖州龙溪北 ...

Core Viewpoint - The industrial mother machine sector experienced a significant surge in stock prices following the announcement of a new high-quality standard system aimed at enhancing product quality and driving industry development by 2026 [1] Group 1: Stock Performance - Hengjin Induction surged over 20% - Kaiteng Precision Engineering rose over 19% - Huadong CNC and Bojie shares hit the daily limit - Huazhong CNC and Boya Precision increased by over 8% [1] Group 2: Policy Announcement - On September 1, the National Standardization Administration and the Ministry of Industry and Information Technology issued the "High-Quality Standard System Construction Plan for Industrial Mother Machines" - By 2026, a high-quality standard system for industrial mother machines is expected to be established, promoting product quality improvement and equipment upgrades [1] Group 3: Standard Development Goals - The plan includes the revision of no less than 300 standards and leading the revision of at least 5 international standards - The target is to achieve a 90% conversion rate of international standards and optimize the structure of standard supply [1] Group 4: Innovation and Technology - The initiative aims to accelerate the development of standards for high-end industrial mother machines, advanced CNC systems, and key components - It emphasizes the need for a close linkage between standards and technological innovation in the industry [1] Group 5: Long-term Vision - By 2030, a comprehensive standard system that supports the high-quality development of the industrial mother machine industry is expected to be fully formed - The technical level and internationalization of standards are projected to significantly improve, with manufacturing standards reaching world-leading levels [1]

证券代码：838670 证券简称：恒进感应 公告编号：2025-070 为进一步加强公司的资产管理，真实、准确地反映公司财务状况及经营成 果，根据《企业会计准则》《公司章程》和相关会计政策、制度等规定，遵循 谨慎性原则要求，公司拟对长期挂账且无法收回的应收账款、其他应收款进行 清理并予以核销，本次申请核销的应收款项金额为 297,116.56 元。 二、本次核销对公司的影响 本次应收款项的核销，不会对公司当期损益和财务状况产生重大影响，不 存在损害公司和股东权益的情形，不涉及关联交易事项。本次核销事项真实反 映了企业财务状况，符合《企业会计准则》和相关政策要求。 恒进感应科技（十堰）股份有限公司 关于核销部分应收款项的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 恒进感应科技（十堰）股份有限公司（以下简称"公司"）于 2025 年 8 月 26 日召开第四届董事会第五次会议，审议通过了《关于核销部分应收款项 的议案》，具体情况如下： 一、核销情况 五、备查文件 《恒进感应科技（十堰）股份有限公司 ...