证券之星消息，10月28日军工电子板块较上一交易日上涨0.62%，航天发展领涨。当日上证指数报收于 3988.22，下跌0.22%。深证成指报收于13430.1，下跌0.44%。军工电子板块个股涨跌见下表： 从资金流向上来看，当日军工电子板块主力资金净流出9860.33万元，游资资金净流出2.45亿元，散户资 金净流入3.43亿元。军工电子板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000547 | 航天发展 | 5.05 Z | 36.07% | -2.77 Z | -19.81% | -2.27 Z | -16.25% | | 302132 | 中航成飞 | 2.66 Z | 10.16% | -1.88亿 | -7.19% | -7763.70万 | -2.97% | | 600590 | 泰蒙科技 | 5962.09万 | 12.07% | -2326.09万 | -4.71% ...

泰豪科技今年以来股价涨77.12%，近5个交易日涨3.34%，近20日跌2.04%，近60日涨1.37%。 今年以来泰豪科技已经14次登上龙虎榜，最近一次登上龙虎榜为8月20日。 10月28日，泰豪科技盘中上涨2.02%，截至10:39，报9.60元/股，成交1.06亿元，换手率1.32%，总市值 81.88亿元。 资金流向方面，主力资金净流入811.91万元，特大单买入142.20万元，占比1.34%，卖出106.71万元，占 比1.01%；大单买入2534.59万元，占比23.91%，卖出1758.18万元，占比16.59%。 分红方面，泰豪科技A股上市后累计派现5.23亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年6月30日，泰豪科技十大流通股东中，大摩数字经济混合A（017102）位居 第四大流通股东，持股911.55万股，相比上期减少64.08万股。永赢睿信混合A（019431）位居第六大流 通股东，持股504.16万股，相比上期减少424.98万股。中欧优质企业混合A（016311）位居第八大流通 股东，持股421.69万股，为新进股东。中银智能制造股票A（001476）位居第十 ...

（记者 曾健辉） 每经AI快讯，泰豪科技10月27日晚间发布公告称，截至本公告披露日，公司第二大股东泰豪集团有限 公司持有泰豪科技股份有限公司股份约1.29亿股，占公司总股本的15.07%；泰豪集团及其一致行动人黄 代放先生合计持有公司股份约1.31亿股，占公司总股本的15.38%。本次股份解除质押及再质押后，泰豪 集团累计约1.19亿股股份被质押，占其持股总数的92.48%，占公司总股本的13.94%；泰豪集团及其一致 行动人黄代放先生累计质押约1.19亿股，占公司总股本的13.94%。 每经头条（nbdtoutiao）——独家丨民营船王入主杉杉集团横生枝节 重整联合体浮现神秘组局人 ...

股票代码：600590 股票简称：泰豪科技 公告编号：临 2025-061 泰豪科技股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示: 截至本公告披露日，公司第二大股东泰豪集团有限公司（以下简称"泰 豪集团"）持有泰豪科技股份有限公司（以下简称"公司"）股份 128,569,272 股，占公司总股本的 15.07%；泰豪集团及其一致行动人黄代放先生合计持有公 司股份 131,194,971 股，占公司总股本的 15.38%。本次股份解除质押及再质押 后，泰豪集团累计 118,900,000 股股份被质押，占其持股总数的 92.48%，占本 公司总股 本的 13.94%；泰豪集团 及其一致行动人 黄代放先生累计 质押 118,900,000 股，占本公司总股本的 13.94%。 2025 年 10 月 27 日，公司收到第二大股东泰豪集团关于部分股份解除质押 及股份再质押的通知，具体情况如下： 一、本次股份解质押基本情况 2025 年 10 月 24 日，泰豪集团将其质押给广发银行股份有限公司南昌分行 ...

Core Viewpoint - The company is progressing with a share issuance to acquire a 27.46% stake in Jiangxi Taihao Military Industry Group Co., Ltd. from several investment funds, which is classified as a related party transaction and does not constitute a major asset restructuring [1][2]. Group 1: Transaction Overview - The company plans to issue shares to acquire a 27.46% equity stake in Jiangxi Taihao Military Industry Group from multiple investment funds [2]. - The transaction is not classified as a major asset restructuring under relevant regulations and will not change the company's actual controller [2]. Group 2: Historical Disclosure - The company's stock was suspended from trading on March 24, 2025, due to the transaction planning, with details disclosed in a subsequent announcement [2]. - The company has regularly updated the market on the progress of the transaction during the suspension period [3]. Group 3: Progress of the Transaction - As of the announcement date, the audit and evaluation work related to the transaction is ongoing, and further negotiations on transaction details are required among the parties involved [3][5]. - The company will follow legal and regulatory procedures for approval and information disclosure once the necessary work is completed [6]. Group 4: Shareholder Meeting Notification - The company is unable to issue a notice for a shareholder meeting within the stipulated six-month period due to ongoing audit and evaluation work, which is necessary for the transaction [4]. - The initial board resolution date for the transaction is April 8, 2025, and the company must notify shareholders by October 8, 2025 [4]. Group 5: Future Arrangements - The company will continue to advance the transaction by coordinating the completion of the audit and evaluation work and further negotiating transaction details with the involved parties [5]. - A new board meeting will be convened to review the transaction once progress is made, with the announcement date of that meeting serving as the pricing benchmark for the share issuance [5].

股票代码：600590 股票简称：泰豪科技 公告编号：临 2025-060 泰豪科技股份有限公司 一、本次交易的基本情况 公司拟通过发行股份的方式向北京国发航空发动机产业投资基金中心（有限 合伙）、中兵国调（厦门）股权投资基金合伙企业（有限合伙）、中兵投资管理 有限责任公司、重庆泰和峰私募股权投资基金合伙企业（有限合伙）、榆林市煤 炭资源转化引导基金合伙企业（有限合伙）购买其合计持有的江西泰豪军工集团 有限公司 27.46%股权（以下简称"本次交易"）。 根据《上市公司重大资产重组管理办法》等相关法律法规规定，本次交易不 构成重大资产重组，预计构成关联交易，不构成重组上市，本次交易不会导致公 司实际控制人发生变更。 二、本次交易的历史披露情况 因筹划本次交易，根据上海证券交易所的相关规定，经公司申请，公司股票 （股票简称：泰豪科技；股票代码：600590）自 2025 年 3 月 24 日开市起停牌。 具体内容详见公司于 2025 年 3 月 25 日披露的《关于筹划发行股份购买资产暨关 联交易事项停牌公告》（公告编号：临 2025-017）。 关于发行股份购买资产暨关联交易事项的进展公告 本公司董事会及全体 ...

Investment Rating - The report maintains a positive outlook on the AIDC diesel generator market, indicating high demand and potential for domestic manufacturers to replace foreign counterparts [2]. Core Insights - Diesel generators are a key growth point for diesel engines, with applications in remote power supply, data centers, and industrial facilities [2][18]. - The demand for diesel generators is expected to accelerate due to increased capital expenditure (CAPEX) in the AI sector, with North American CSPs projected to spend approximately $340 billion in 2025, a 49% year-on-year increase [2][30]. - The domestic diesel generator market is currently dominated by foreign and joint-venture companies, which hold an 83% market share, leaving significant room for domestic manufacturers to grow [2][41]. - Investment recommendations include focusing on companies like Weichai Power, Yuchai International, and Weichai Heavy Machinery, which are well-positioned to benefit from the market dynamics [2]. Industry Trends - The AIDC infrastructure is experiencing high demand, with diesel generators playing a critical role in ensuring power reliability for data centers [5][18]. - The diesel engine market is closely tied to the commercial vehicle cycle, with generator sales showing consistent growth [11][12]. - The market for diesel generators is projected to reach 12.5 billion yuan in 2025, reflecting a 53% year-on-year increase, with a compound annual growth rate (CAGR) of 22% from 2024 to 2028 [34]. Market Dynamics - The global diesel generator market is expected to grow from $3 billion in 2023 to $12 billion by 2030, with a CAGR of 22% [17][34]. - The report highlights that diesel generators account for 2-3% of the capital expenditure for large data centers, emphasizing their importance in infrastructure investment [24][27]. - Domestic manufacturers are expected to gain market share as they improve production capacity and respond to demand more effectively than foreign competitors [2][41]. Supply Chain and Key Players - The supply chain includes three main segments: engines, OEMs, and component suppliers, all of which are expected to benefit from the growing demand for diesel generators [42]. - Key players in the engine segment include Cummins, MTU, and Weichai Power, with significant revenue contributions from diesel generator sales [43][44]. - The report identifies specific companies to watch, including Weichai Heavy Machinery and KOTAI Power, which are focusing on the diesel generator OEM market [65].

Group 1 - The domestic aircraft carrier concept sector declined by 1.29%, ranking among the top declines in the concept sector, with major declines seen in companies like China Satellite, Jin Xin Nuo, and Bo Wei Alloy [1][2] - Among the domestic aircraft carrier concept stocks, six stocks experienced price increases, with China Shipbuilding, China Ship Defense, and China Power rising by 1.29%, 0.81%, and 0.50% respectively [1][2] - The domestic aircraft carrier concept sector saw a net outflow of 1.167 billion yuan from main funds, with 28 stocks experiencing net outflows, and eight stocks seeing outflows exceeding 50 million yuan [2][3] Group 2 - The top net outflow stock was China Satellite, with a net outflow of 217 million yuan, followed by Jin Xin Nuo, Taihao Technology, and Hailanxin with net outflows of 171 million yuan, 141 million yuan, and 137 million yuan respectively [2][3] - The stocks with the highest net inflow included China Shipbuilding, Zhongzhong Co., and China Ship Defense, with net inflows of 85.33 million yuan, 0.968 million yuan, and 0.955 million yuan respectively [2][3] - The domestic aircraft carrier concept sector had several stocks with significant declines, including China Satellite at -4.19%, Jin Xin Nuo at -3.78%, and Taihao Technology at -3.00% [2][3]

Group 1 - The military information technology sector experienced a decline of 1.35%, ranking among the top declines in concept sectors, with *ST Dongtong hitting a 20% limit down [1][2] - Among the military information technology stocks, notable declines were seen in Chunzhong Technology, Kesi Technology, and New Light Optoelectronics, while East Earth Technology, Keda Guochuang, and Jiexun Feihong showed gains of 4.74%, 3.79%, and 2.89% respectively [1][2] - The military information technology sector saw a net outflow of 2.431 billion yuan, with 86 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 100 million yuan, led by Chunzhong Technology with a net outflow of 433 million yuan [2][3] Group 2 - The top net inflow stocks in the military information technology sector included Keda Guochuang, Jiexun Feihong, and East Earth Technology, with net inflows of 41.755 million yuan, 26.966 million yuan, and 20.618 million yuan respectively [2][5] - The military information technology sector's outflow leaderboard featured Chunzhong Technology, Taihao Technology, and Hailanxin, with respective declines of 7.16%, 3.00%, and 3.01% [2][4] - The overall market sentiment reflected a mixed performance across various sectors, with the pork sector leading gains at 2.82% while military information technology lagged behind [2]

Summary of Key Points Core Viewpoint - The major shareholder, Taihao Technology, has completed its share reduction plan for Jiangxi Guoke Military Industry Group Co., Ltd., resulting in a total reduction of 6,247,921 shares, which is 2.99% of the company's total share capital [1][2]. Shareholder Holdings - Before the reduction plan, Taihao Technology held 6,248,444 shares, representing 2.99% of the total share capital of the company [1]. Reduction Plan Implementation - The reduction plan included a maximum of 2,105,085 shares to be sold through centralized bidding and up to 4,210,171 shares through block trading, with the reduction period set from June 26, 2025, to September 25, 2025 [1]. - The actual reduction was completed ahead of schedule, with 2,104,585 shares sold via centralized bidding and 4,143,336 shares through block trading, totaling 6,247,921 shares [2]. Current Shareholding Status - After the completion of the reduction, Taihao Technology retains only 523 shares, which is 0.00025% of the company's total share capital [2]. Plan Termination - The reduction plan was terminated early, and the actual reduction matched the previously disclosed plan, with the discrepancy in reduction percentage attributed to a decrease in total share capital due to the cancellation of shares [2][3].