具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即买三、卖二，买入金额562.42万元， 卖出金额603.90万元，合计净卖出41.48万元。 近半年该股累计上榜龙虎榜6次，上榜次日股价平均涨0.79%，上榜后5日平均涨6.82%。（数据宝） 长江能科10月27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 | 国金证券股份有限公司深圳分公司 | 661.89 | 253.32 | | 买二 | 国信证券股份有限公司深圳红岭中路证券营业部 | 628.15 | 100.98 | | 买三 | 机构专用 | 562.42 | 603.90 | | 买四 | 国泰海通证券股份有限公司河南郑州黄河路营业部 | 314.95 | 0.19 | | 买五 | 中信建投证券股份有限公司厦门杏东路证券营业部 | 252.55 | 15.28 | | 卖一 | 东方证券股份有限公司重庆金州大道证券营业部 | 0.55 | 874.18 | | 卖二 | 机构专用 | 562.42 | 603.90 | | 卖 ...

Summary of Key Points Core Viewpoint - Changjiang Energy Technology (920158) experienced a slight increase of 0.48% in its stock price, with a significant trading volume and turnover rate, indicating active market participation and interest from institutional investors [2]. Trading Activity - The stock had a turnover rate of 43.34% and a total trading volume of 330 million yuan, with a price fluctuation of 17.68% throughout the day [2]. - Institutional investors net bought 3.56 million yuan worth of shares, while brokerage seats collectively net sold 8.08 million yuan [2]. Market Participation - The top five brokerage seats accounted for a total transaction volume of 81.41 million yuan, with buying transactions amounting to 38.44 million yuan and selling transactions totaling 42.96 million yuan, resulting in a net selling of 4.52 million yuan [2]. - Among the brokerage seats, one institutional seat was noted for its significant net buying of 3.56 million yuan, with a buying amount of 6.20 million yuan and selling amount of 2.65 million yuan [2]. Historical Performance - Over the past six months, the stock has appeared on the trading leaderboard five times, with an average price drop of 0.27% the day after being listed and an average increase of 3.38% over the following five days [2].

Core Insights - Changjiang Energy Technology (920158) experienced significant trading activity on October 24, 2025, with a turnover rate of 43.34% and a trading volume of 16.5284 million shares, amounting to a transaction value of 330 million yuan [1][2]. Group 1: Trading Activity - The stock reached a closing price of 18.98 yuan on the day it appeared on the trading leaderboard [1]. - The top buying seat was from Dongfang Securities Co., Ltd. with a purchase amount of approximately 9.83 million yuan [1][2]. - The top selling seat was also from Dongfang Securities Co., Ltd., with a selling amount of approximately 11.71 million yuan [1][2]. Group 2: Transaction Details - The total buying amounts from various trading departments included approximately 6.36 million yuan from Dongfang Fortune Securities and around 6.20 million yuan from institutional investors [2]. - The selling amounts from other departments included approximately 7.43 million yuan from Guoxin Securities and about 6.57 million yuan from Guojin Securities [2].

一、募集资金情况概述 长江三星能源科技股份有限公司（以下简称"公司"）向不特定合格投资者 公开发行股票并在北京证券交易所上市申请于2025年7月28日经北京证券交易 所上市委员会审核同意，并于2025年9月5日获得中国证券监督管理委员会（以 下简称"中国证监会"）出具的《关于同意长江三星能源科技股份有限公司向 不特定合格投资者公开发行股票注册的批复》（证监许可〔2025〕1953号）， 公司股票于2025年10月16日在北京证券交易所上市。 证券代码：920158 证券简称：长江能科 公告编号：2025-102 长江三星能源科技股份有限公司 关于签署募集资金三方监管协议的公告 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 担个别及连带责任。 公司本次向不特定合格投资者发行股票 3,000 万股（超额配售选择权行 使前），每股面值为人民币 1.00 元，每股发行价格为人民币 5.33 元，募集 资金总额为人民币 159,900,000.00元（超额配售选择权行使前），扣除不含税 的发行费用人民币 24,289,560.14元（ ...

Group 1 - The stock of Changjiang Energy Technology (920158) increased by 4.08% with a turnover rate of 33.27% and a trading volume of 234 million yuan, showing a volatility of 12.29% [1] - Institutional investors net sold 1.2084 million yuan, while brokerage seats collectively net bought 3.1795 million yuan [1] - The top five brokerage seats accounted for a total transaction volume of 44.8536 million yuan, with a net buying amount of 1.9711 million yuan [1] Group 2 - The specific trading activities showed that one institutional seat was involved, with a buying amount of 2.4872 million yuan and a selling amount of 3.6956 million yuan, resulting in a net sell of 1.2084 million yuan [1] - The top buying brokerage was Guosen Securities, with a buying amount of 5.5131 million yuan and a selling amount of 4.2562 million yuan [1] - Other notable buying brokerages included Dongfang Caifu and Changjiang Securities, with buying amounts of 3.5953 million yuan and 3.3969 million yuan respectively [1]

Core Insights - Changjiang Energy Technology (stock code: 920158) was featured on the trading leaderboard on October 23, 2025, due to a turnover rate of 33.27% and a trading volume of 12.6887 million shares, amounting to a transaction value of 234 million yuan [1][2]. Trading Activity - The top buying seat was from Guosen Securities Co., Ltd., Shenzhen Hongling Middle Road Securities Business Department, with a purchase amount of 5.5131 million yuan [1][2]. - The top selling seat was also from Guosen Securities Co., Ltd., Shenzhen Hongling Middle Road Securities Business Department, with a selling amount of 4.2562 million yuan [1][2]. - Other notable buying activities included: - Dongfang Caifu Securities Co., Ltd., Lhasa Tuanjie Road Second Securities Business Department: 3.5953 million yuan [2]. - Changjiang Securities Co., Ltd., Jingzhou Beijing West Road Securities Business Department: 3.3969 million yuan [2]. - Other notable selling activities included: - Ping An Securities Co., Ltd., Beijing Branch: 4.0302 million yuan [2]. - Fangzheng Securities Co., Ltd., Hengyang Qidong Yongchang Avenue Securities Business Department: 3.6977 million yuan [2].

Core Insights - The specialized equipment sector experienced a slight increase of 0.02% on October 23, with Sai Xiang Technology leading the gains [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Sector Performance - Notable gainers in the specialized equipment sector included: - Yunjia Technology (002337) with a closing price of 7.02, up 10.03% and a trading volume of 864,300 shares, totaling 596 million yuan [1] - Shihua Machinery (000852) at 9.34, up 10.01% with a trading volume of 2,720,200 shares, totaling 2.531 billion yuan [1] - Shandong Molong (002490) at 9.36, up 9.99% with a trading volume of 1,097,100 shares, totaling 1 billion yuan [1] Capital Flow - The specialized equipment sector saw a net outflow of 2.135 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.673 billion yuan [2] - The capital flow for specific stocks indicated: - He Dung Intelligent (603011) had a net inflow of 1.011 billion yuan from institutional investors, but a net outflow from retail investors [3] - Lingyun Optics (688400) experienced a net inflow of 82.8594 million yuan from institutional investors [3]

Core Viewpoint - Changjiang Energy Technology (920158) experienced a significant increase of 5.64% in its stock price, with a trading volume of 2.53 billion yuan and a turnover rate of 35.77% on the day of reporting [1] Trading Activity Summary - The stock was listed on the North Exchange due to its turnover rate reaching 35.77%, with institutional investors net selling 3.0352 million yuan [1] - The top five trading departments accounted for a total transaction volume of 52.7427 million yuan, with a buying amount of 25.8993 million yuan and a selling amount of 26.8434 million yuan, resulting in a net selling of 944,100 yuan [1] - Among the trading departments, one institutional specialized seat was noted, which had a buying amount of 2.8691 million yuan and a selling amount of 5.9043 million yuan, leading to a net sell of 3.0352 million yuan [1] Detailed Trading Department Activity - The top buying departments included: - Dongfang Caifu Securities, Lhasa Tuanjie Road First Securities Office: Buying 6.1226 million yuan, Selling 4.8146 million yuan - China Galaxy Securities, Chengdu Kehua North Road Securities Office: Buying 3.7325 million yuan, Selling 0.0026 million yuan - Dongguan Securities, Chaozhou Chaofeng Road Securities Office: Buying 3.7061 million yuan, Selling 0.0000 million yuan - Guojin Securities, Shenzhen Branch: Buying 3.5310 million yuan, Selling 1.4239 million yuan - Ping An Securities, Beijing Branch: Buying 3.1818 million yuan, Selling 0.1793 million yuan [1] - The top selling departments included: - Institutional specialized seat: Buying 2.8691 million yuan, Selling 5.9043 million yuan - Guoxin Securities, Shenzhen Hongling Middle Road Securities Office: Buying 1.1000 million yuan, Selling 5.3694 million yuan - Dongfang Caifu Securities, Lhasa Tuanjie Road First Securities Office: Buying 6.1226 million yuan, Selling 4.8146 million yuan - CITIC Securities (Shandong) Liaocheng Dongchang East Road Securities Office: Buying 0.0055 million yuan, Selling 4.6343 million yuan - Caixin Securities, Hangzhou Qingchun Road Securities Office: Buying 1.6506 million yuan, Selling 4.5150 million yuan [1]

Core Viewpoint - On October 21, 2025, Changjiang Nengke (920158) was featured on the trading leaderboard of the Beijing Stock Exchange due to a significant trading volume, with a turnover rate of 35.77% and a transaction amount of 253 million yuan [1][2]. Group 1: Trading Activity - The trading method for Changjiang Nengke was continuous bidding, with a total trading volume of 13.64 million shares [1]. - The top buyer was Dongfang Caifu Securities Co., Ltd., Lhasa Tuanjie Road First Securities Business Department, purchasing 6.12 million yuan worth of shares [2]. - The top seller was an institutional account, selling shares worth 5.90 million yuan [2]. Group 2: Transaction Details - The total transaction amount for Changjiang Nengke on that day was 253 million yuan [1]. - The second highest buyer was China Galaxy Securities Co., Ltd., Chengdu Kehua North Road Securities Business Department, with a purchase amount of approximately 3.73 million yuan [2]. - The third highest buyer was Dongguan Securities Co., Ltd., Chaozhou Chaofeng Road Securities Business Department, with a purchase amount of approximately 3.71 million yuan [2].

Investment Rating - The report maintains a "Recommended" investment rating for the mechanical industry [6]. Core Insights - The mechanical industry is experiencing steady growth, particularly in the low-altitude economy and machinery sectors, supported by policy initiatives and technological advancements [3][4]. - The report highlights a significant increase in excavator sales, with a total of 19,858 units sold in September 2025, marking a year-on-year growth of 25.4%, including a domestic sales increase of 21.5% and an export increase of 29% [3]. Weekly Market Review - From October 13 to October 17, 2025, the Shanghai Composite Index decreased by 1.47%, while the ShenZhen Component Index and the ChiNext Index fell by 4.99% and 5.71%, respectively. The Shenwan Mechanical Equipment Index dropped by 5.84%, underperforming the CSI 300 Index by 3.62 percentage points, ranking 27th among 31 Shenwan first-level industries [11]. - Within sub-sectors, the performance varied, with general equipment down by 5.62%, specialized equipment down by 5.74%, rail transit equipment II down by 2.22%, engineering machinery down by 3.04%, and automation equipment down by 9.06% [11]. Key Sector Tracking - **Low-altitude Economy**: The Suzhou Development and Reform Commission released a dual list of capabilities and demands for the low-altitude economy, indicating strong local enterprise involvement in aircraft development and operations [3]. - **Machinery Equipment**: The report emphasizes the competitive advantage of domestic leading enterprises in both supply and demand, with a positive outlook for the engineering machinery sector [3]. Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, Huasheng Group, and Nairui Radar. In the complete machine sector, focus on Wan Feng Ao Wei, Yihang Intelligent, Zongheng Co., and Green Energy Hui Charge. Key component manufacturers include Zongshen Power, Wolong Electric Drive, Yingliu Co., and Yingboer. In air traffic management and operations, consider CITIC Heli, Zhongke Xingtu, and Sichuan Jiuzhou [4]. - In the machinery equipment sector, recommended companies include Juxing Technology, Quan Feng Holdings, and Nine Company for the export chain, and Sany Heavy Industry, XCMG, and Anhui Heli for engineering machinery [4]. Economic Data Tracking - The report tracks various economic indicators, including the manufacturing PMI and fixed asset investment completion rates, which provide insights into the overall health of the manufacturing sector [40][44].