天津液压机械（集团）有限公司 关于天津百利特精电气股份有限公司 股票交易异常波动的回函 天津液压机械（集团）有限公司 二〇二五年六月九日 经我公司自查，截至目前，不存在筹划对你公司股价产生较大影 响的应披露而未披露的重大事项，包括但不限于筹划涉及你公司的重 大资产重组、股份发行、重大交易类事项、业务重组、股份回购、股 权激励、破产重整、重大业务合作、引进战略投资者等重大事项。在 你公司股价异常波动期间，我公司及一致行动人不存在买卖你公司股 票的情况。 特此回函。 天津百利特精电气股份有限公司： 你公司《关于股票交易异常波动的询证函》收悉。现就你公司来 函征询事项回函如下： ...

百利电气(600468)今日涨停，全天换手率27.84%，成交额24.41亿元，振幅13.20%。龙虎榜数据显示， 机构净卖出4470.09万元，沪股通净买入5244.81万元，营业部席位合计净卖出8380.85万元。 上交所公开信息显示，当日该股因日涨幅偏离值达9.64%、日换手率达27.84%上榜，机构专用席位净卖 出4470.09万元，沪股通净买入5244.81万元。 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5.35亿元，其中，买入成交额为2.30亿 元，卖出成交额为3.06亿元，合计净卖出7606.13万元。 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，即卖四，合计净卖出4470.09万元，沪股 通为第二大买入营业部，买入金额为5244.81万元，合计净买入5244.81万元。 近半年该股累计上榜龙虎榜10次，上榜次日股价平均涨2.86%，上榜后5日平均涨11.60%。 资金流向方面，今日该股主力资金净流出2.57亿元，其中，特大单净流出1.70亿元，大单资金净流出 8654.31万元。近5日主力资金净流入1.17亿元。 4月28日公司发布的一季报数据显示，一季度公司共实现 ...

百利电气（600468）发布股票交易异常波动公告，公司关注到"可控核聚变"热点概念。经自查，公司控 股子公司辽宁荣信兴业电力技术有限公司(以下简称"荣信兴业公司")仅参与了国际热核聚变试验堆 (ITER)项目电力系统中无功补偿以及滤波(RPC&HF)设备的设计制造，起到控制电能质量、减少电力损 耗的作用。目前相关业务收入金额较小，2024年度相关业务收入占公司整体收入比重不足1%，不会对 公司业绩产生重大影响。敬请广大投资者注意投资风险，理性决策，审慎投资。 ...

4月28日公司发布的一季报数据显示，一季度公司共实现营业总收入4.95亿元，同比下降2.14%，实现净 利润0.32亿元，同比下降8.05%。（数据宝） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.06.06 | 9.96 | 25.89 | 69368.37 | | 2025.06.05 | -7.07 | 21.31 | -24086.62 | | 2025.06.04 | 0.91 | 28.66 | -7689.27 | | 2025.06.03 | 9.99 | 25.76 | -231.58 | | 2025.05.30 | 10.05 | 19.67 | 33594.73 | | 2025.05.29 | -1.70 | 18.14 | -1961.19 | | 2025.05.28 | -1.07 | 23.17 | -16243.91 | | 2025.05.27 | 10.08 | 20.00 | -187.09 | | 2025.05.26 | 9.98 | 16.68 ...

热点概览： A股三大指数今日高开高走，截至收盘，沪指涨0.43%一度站上3400点，深成指涨0.65%，创业板指涨1.07%，北证50指数涨1.08%。全 市场成交额13126亿元，较上日放量1355亿元。全市场超4100只个股上涨。 板块题材上，创新药、足球概念、可控核聚变、互联网金融板块涨幅居前；贵金属、白酒板块跌幅居前。 盘面上，创新药概念再度爆发，舒泰神（300204）、常山药业（300255）、海辰药业（300584）、睿智医药（300149）、联化科技 （002250）、众生药业（002317）等多股涨停。足球概念持续活跃，共创草坪（605099）6连板，金陵体育（300651）涨超10%。互 联网金融板块走强，南华期货（603093）、恒宝股份（002104）涨停。核电股午后活跃，百利电气（600468）、哈焊华通 （301137）、合锻智能（603011）涨停。贵金属板块领跌，赤峰黄金（600988）、山东黄金（600547）跌幅居前。 暗盘资金一眼洞悉庄家意图>> 涨停天梯榜： 【6连板】 共创草坪。 【5连板】 金时科技（002951）。 【4连板】 中嘉博创（000889）、易明医药（0 ...

Core Viewpoint - Baili Electric (600468) experienced a trading halt today with a daily turnover rate of 25.89% and a transaction amount of 2.175 billion yuan, indicating significant market activity and interest in the stock [2]. Trading Activity - The stock was listed on the Shanghai Stock Exchange's "Dragon and Tiger List" due to a daily fluctuation of 16.74%, with a net buying amount of 149 million yuan from brokerage seats [2]. - The top five brokerage seats accounted for a total transaction of 442 million yuan, with a buying amount of 296 million yuan and a selling amount of 146 million yuan, resulting in a net buying of 149 million yuan [2]. - The largest buying brokerage was Guotai Junan Securities' Yichang branch, with a buying amount of 83.18 million yuan, while the largest selling brokerage was Dongfang Caifu Securities' Lhasa branch, with a selling amount of 33.61 million yuan [2]. Fund Flow - Today, the stock saw a net inflow of 694 million yuan from main funds, with a significant inflow of 704 million yuan from large orders, while small orders experienced a net outflow of 10.15 million yuan [3]. - Over the past five days, the main funds have seen a net inflow of 710 million yuan [3]. Financial Performance - In the first quarter, the company reported a revenue of 495 million yuan, a year-on-year decrease of 2.14%, and a net profit of 31.98 million yuan, down 8.05% year-on-year [3].

Market Overview - On June 6, the A-share market experienced a decline with the three major indices weakening, and the total trading volume was 1.18 trillion yuan, a decrease of 139.8 billion yuan compared to the previous trading day [1] - Market hotspots focused on precious metals, civil explosives, and agricultural chemicals, while sectors like blind box economy and millet economy saw declines [1] High-Performance Stocks - Bai Li Electric reached a 15-day streak with 8 consecutive trading limits, while Gong Chuang Turf achieved 5 consecutive limits [3] - Jin Shi Technology saw a significant increase of 49.98%, marking its 4th consecutive limit up, driven by collaborations with Ant Group in energy storage and super batteries [4][19] - Other notable stocks included Yongyue Technology with a 10.03% increase over 5 days and Zhongheng Design with a 10.02% increase over 5 days [4] Trading Dynamics - The top net buying stocks on the Dragon and Tiger list included Zhongdian Xilong, Hailian Jinhui, and Changshan Pharmaceutical, with net purchases of 236 million yuan, 197 million yuan, and 192 million yuan respectively [5] - Conversely, the top net selling stocks were Xue Ren Shares, Debang Shares, and Xianda Shares, with net sales of 210 million yuan, 161 million yuan, and 96.8 million yuan respectively [7] Sector Performance - The market saw a focus on sectors such as digital communication and AI applications, with stocks like Er Liu San experiencing a 10.05% increase and significant trading volume [10] - Hai Chen Pharmaceutical, involved in innovative drugs and solid-state batteries, also saw a trading limit increase with a turnover of 735 million yuan [14][18] Institutional Activity - Institutional net buying was prominent in stocks like Changshan Pharmaceutical, with a net purchase of 608.65 million yuan, while Zhongdian Xilong saw a net selling of 114.81 million yuan [19][21] - The involvement of specialized institutional seats was noted in several stocks, with Jianqiao Technology receiving a net buying of 649.36 million yuan [22] Investment Trends - The trading behavior of retail investors showed significant net buying in stocks like Yongyue Technology and Junyao Health, while notable net selling occurred in Jianqiao Technology and Xianda Shares [25][27] - The overall market sentiment reflected a cautious approach, with fluctuations in trading volumes and sector performances indicating potential volatility ahead [1][5]

Market Overview - The two markets experienced a net outflow of 9.033 billion yuan, with 12 stocks seeing a net inflow exceeding 200 million yuan, led by Baili Electric with a net inflow of 704 million yuan [1][2] - The Shanghai Composite Index closed up 0.04% [1] Industry Analysis - Among the 10 industries with net inflows, non-ferrous metals led with a net inflow of 1.091 billion yuan, and the industry index rose by 1.16%. The construction decoration sector followed with a net inflow of 700 million yuan and a 0.79% increase [1] - A total of 21 industries experienced net outflows, with machinery equipment seeing the highest outflow of 1.842 billion yuan, followed by the automotive sector with 1.502 billion yuan [1] Stock Performance - The average increase for stocks with net inflows exceeding 200 million yuan was 8.17%, outperforming the Shanghai Composite Index. Notable performers included Erli San and Meili Cloud, which closed at the daily limit [2] - The top stocks by net inflow included: - Baili Electric: 704 million yuan, 9.96% increase - Erli San: 571 million yuan, 10.05% increase - Ningbo Construction: 335 million yuan, 9.93% increase [2][3] Notable Stocks - Top stocks with significant net inflows: - Baili Electric (Electric Equipment): 7.04 billion yuan - Erli San (Communication): 5.71 billion yuan - Ningbo Construction (Construction Decoration): 3.35 billion yuan [2] - Stocks with the highest net outflows included: - Dongfang Wealth (Non-bank Financial): -425 million yuan - Luxshare Precision (Electronics): -324 million yuan - Xue Ren Shares (Machinery Equipment): -291 million yuan [3]

Stock Performance - Hunan Silver, Fuda Alloy, and Silver Nonferrous all achieved first board status with increases of 9.89%, 10.03%, and 10.00% respectively, driven by silver market dynamics [2] - Su Li Co., Danhua Technology, and Zhejiang Zhongcheng also saw first board status with increases of 9.98%, 10.16%, and 9.94% respectively, attributed to agricultural chemicals and coal chemical sectors [4] - Zhongdian Xilong and Nanjing Technology achieved 9.96% and 19.99% increases respectively, linked to computing power and communication services [6][7] - The stock of De Xin Technology rose by 10.04% due to developments in solid-state batteries [12] Market Trends - The Chinese computing power market is experiencing growth, with capital expenditures and data center numbers still low compared to global standards [5] - The merger and acquisition market in Shenzhen has seen a significant increase, with 817 disclosed transactions totaling 379.7 billion, marking year-on-year growth of 63% and 111% respectively [17] - The innovative drug sector has reached a total transaction amount of 45.5 billion USD since early 2025, with upfront payments hitting 2.2 billion USD, indicating a strong market outlook [13] Regulatory Developments - Over 20 listed companies have successfully removed risk warnings, with more expected to follow as they disclose their 2024 annual reports [8] - The approval of Globalstar's satellite constellation expansion by the FCC is set to enhance network coverage for Apple devices, indicating a positive trend in commercial aerospace [15] Industry Innovations - Solid-state batteries are projected to begin vehicle testing by 2027 and achieve mass production by 2030, highlighting advancements in battery technology [10] - The Three Gorges Electronic Procurement Platform has initiated a bidding process for the Three Gorges Waterway New Channel Project, indicating ongoing infrastructure development [19]

Core Viewpoint - The A-share market is experiencing a slight decline, with major indices showing minor drops, indicating a period of adjustment and potential consolidation in the market [1][2]. Market Performance - As of the close, the Shanghai Composite Index stood at 3382.11 points, down 0.06%, the Shenzhen Component Index at 10185.34 points, down 0.18%, and the ChiNext Index at 2038.87 points, down 0.48% [1][2]. - Overall, more than 2900 stocks in the market declined, reflecting a bearish sentiment [2]. Sector Analysis - Key sectors such as new consumption, innovative pharmaceuticals, financial technology, robotics, and Tesla-related stocks experienced pullbacks [4]. - Conversely, local stocks in Hainan saw a midday surge, while sectors related to computing power, AI applications, and servers showed strength [4]. Capital Flow - Main capital inflows were observed in basic chemicals, telecommunications, and non-ferrous metals, while outflows were noted in the automotive, non-bank financials, and textile sectors [6]. - Specific stocks like Baili Electric, Huamai Technology, and Jinlongyu saw net inflows of 9.08 billion, 5.44 billion, and 5.4 billion respectively [7]. - In contrast, stocks such as Sifang Precision, Sanhua Intelligent Control, and Yuxin Technology faced net outflows of 4.41 billion, 4.23 billion, and 2.93 billion respectively [8]. Institutional Insights - Analysts from Shenzhen Dexun Securities believe that the A-share index has been consolidating for nearly nine months, and a breakout is only a matter of time, supported by policy measures [10]. - Guojin Securities suggests that with external news easing and an active tech sector, there is still room for rebound, although individual stock performance may vary [10].