Market Overview - A-shares experienced fluctuations in the morning session, with the ChiNext index dropping over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.37 trillion, a decrease of 173.3 billion compared to the previous trading day [1] - More than 2,500 stocks in the market declined [1] Sector Performance - Wind power concept stocks showed strong performance, with Jixin Technology achieving two consecutive trading limits and Weili Transmission hitting the daily limit [3] - The semiconductor industry chain saw partial recovery, with Saiwei Microelectronics touching the daily limit and reaching a historical high, while Unisoc also hit the daily limit [3] - The automotive sector was active, with Shuguang Co. and Sairisi both reaching the daily limit [3] - In contrast, gaming stocks collectively retreated, with Jibite hitting the limit down [3] - Sectors with notable gains included wind power equipment, military equipment, and pesticides, while gaming and computing hardware sectors faced significant declines [3] - By the end of the trading session, the Shanghai Composite Index fell by 0.18%, the Shenzhen Component Index dropped by 0.79%, and the ChiNext Index decreased by 1.17% [3]

Market Performance - On September 26, the wind power industry rose over 2%, with Jixin Technology achieving a two-day consecutive limit-up, and Mingyang Smart Energy and Riyue Shares also hitting the limit-up [1] Stock Information - Jixin Technology (601218.SS) latest price: 5.67, up 10.10%, market cap: 54.94 billion [2] - Mingyang Smart Energy (601615.SS) latest price: 15.53, up 9.99%, market cap: 352.76 billion [2] - Taiyuan Heavy Industry (600169.SS) latest price: 2.71, up 10.16%, market cap: 90.33 billion [2] Policy and Planning - China announced a new round of national contributions at the UN Climate Change Summit on September 24, aiming for a 7%-10% reduction in greenhouse gas emissions by 2035, with non-fossil energy consumption exceeding 30% of total energy consumption [3] - Morgan Stanley predicts that during the 14th Five-Year Plan, wind power installations will accelerate, with an average annual increase of over 110 GW, reaching approximately 120 GW by 2028-2030 [3][4] - The Ministry of Industry and Information Technology, the State Administration for Market Regulation, and the National Energy Administration have issued a plan to promote high-quality development in the wind power and new energy equipment industry [3] Industry Insights - It is expected that approximately 52 GW of nearshore projects will still need to be developed during the 14th Five-Year Plan, with an average annual installation of about 13 GW for nearshore wind power [6] - The domestic wind power construction has accelerated, with significant growth in offshore wind power grid connections expected in the first half of 2025 [6][7] - The trend towards larger wind turbines and the application of new technologies are expected to enhance profitability in the industry [6][8] Global and Domestic Market Outlook - The global offshore wind auction volume is expected to reach 56.3 GW in 2024, with an additional 100 GW of auction capacity anticipated in the next two years [6] - In the domestic market, the acceleration of offshore wind construction is expected to lead to a short-term performance realization period in Q3 [7] - The trend of large-scale wind turbines and the expansion into overseas markets are expected to enhance the profitability of wind power component manufacturers [8]

Core Viewpoint - The wind power equipment sector has shown significant strength, with multiple companies experiencing substantial stock price increases, indicating a positive market sentiment towards the industry [1] Group 1: Market Performance - Jixin Technology (601218) has achieved two consecutive trading limits, while Riyue Co. (603218), Mingyang Smart Energy (601615), and Weili Transmission (300904) have reached their daily price limits [1] - Other companies such as Tianneng Heavy Industry (300569) and Pangu Intelligent (301456) have seen stock price increases exceeding 10% [1] - Companies like Tongyu Heavy Industry (300185), Tianshun Wind Energy (002531), Xinqianglian (300850), Dajin Heavy Industry (002487), and Feiwo Technology (301232) have also experienced upward trends in their stock prices [1] Group 2: Industry Insights - Ping An Securities highlights that the hydrogen and ammonia business is essentially an extension of the power station business [1] - Following the implementation of Document No. 136, there were initial concerns regarding the development prospects of wind turbine companies' power station businesses [1] - With policy support for green liquid fuels and increased investments by wind turbine companies in hydrogen and ammonia, the potential for power station business has expanded [1] - The current environment presents a threefold resonance for wind turbine companies, including an upward turning point in domestic wind turbine manufacturing profitability, upcoming performance realization from overseas markets, and an increase in hydrogen and ammonia contributions to power station businesses [1] - The outlook for investment opportunities in wind power equipment manufacturers is positive [1]

吉鑫科技(601218)今日涨停，全天换手率5.38%，成交额2.65亿元，振幅8.65%。龙虎榜数据显示，营业 部席位合计净买入6314.44万元。 上交所公开信息显示，当日该股因日涨幅偏离值达10.05%上榜，营业部席位合计净买入6314.44万元。 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9504.10万元，其中，买入成交额为 7909.27万元，卖出成交额为1594.83万元，合计净买入6314.44万元。 近半年该股累计上榜龙虎榜6次，上榜次日股价平均跌0.91%，上榜后5日平均跌7.27%。 资金流向方面，今日该股主力资金净流入1.41亿元，其中，特大单净流入1.35亿元，大单资金净流入 511.73万元。近5日主力资金净流入7021.47万元。 融资融券数据显示，该股最新（9月24日）两融余额为2.40亿元，其中，融资余额为2.40亿元，融券余额 为3.51万元。近5日融资余额合计减少2949.86万元，降幅为10.95%。融券余额合计减少1.43万元，降幅 29.00%。 8月29日公司发布的半年报数据显示，上半年公司共实现营业收入7.15亿元，同比增长23.20%，实现净 利 ...

Group 1 - Wind power equipment sector increased by 1.78% on September 25, with Jixin Technology leading the gains [1] - Shanghai Composite Index closed at 3853.3, down 0.01%, while Shenzhen Component Index closed at 13445.9, up 0.67% [1] - Jixin Technology's stock price rose by 10.04% to 5.15, with a trading volume of 520,900 shares [1] Group 2 - The wind power equipment sector saw a net inflow of 165 million yuan from institutional investors, while retail investors experienced a net outflow of 120 million yuan [2][3] - Jixin Technology had a net inflow of 129 million yuan from institutional investors, accounting for 48.67% of its trading volume [3] - Other notable stocks included Yunda Co. with a 5.12% increase and Goldwind Technology with a 4.92% increase [1]

Core Points - The Shanghai Composite Index closed at 3859.62 points, above the five-day moving average, with a slight increase of 0.16% [1] - A total trading volume of A-shares reached 1,555.781 billion yuan, with 655 A-shares breaking through the five-day moving average [1] Summary by Category Stock Performance - The top three stocks with the highest deviation rates from the five-day moving average are: - Ha Huanhua (301137) with a deviation rate of 15.31% and a price increase of 19.99% [2] - Naipu Mining (300818) with a deviation rate of 15.09% and a price increase of 19.99% [2] - Yi Wang Yi Chuang (300792) with a deviation rate of 13.35% and a price increase of 19.99% [2] Trading Metrics - The trading turnover rates for the top three stocks with the highest deviation rates are: - Ha Huanhua (301137) at 11.45% [2] - Naipu Mining (300818) at 11.58% [2] - Yi Wang Yi Chuang (300792) at 16.97% [2] Additional Stocks - Other notable stocks with significant performance include: - Heng Er Da (300946) with a deviation rate of 13.19% and a price increase of 17.77% [2] - Ningbo Construction (601789) with a deviation rate of 8.35% and a price increase of 9.96% [2] - Jiaze New Energy (601619) with a deviation rate of 7.69% and a price increase of 9.98% [2]

Market Overview - The Shanghai Composite Index is at 3854.14 points, slightly above the five-day moving average, with a change of 0.01% [1] - The total trading volume of A-shares is 1,140.591 billion yuan [1] Stocks Performance - A total of 796 A-shares have surpassed the five-day moving average today [1] - Stocks with significant deviation rates include: - HaHuanHuaTong (15.31% deviation) with a price increase of 19.99% and a turnover rate of 11.08% [1] - NaiPuMiner (15.09% deviation) with a price increase of 19.99% and a turnover rate of 11.23% [1] - YiWangYiChuang (12.15% deviation) with a price increase of 18.36% and a turnover rate of 14.41% [1] Additional Notable Stocks - HengErDa shows a 9.05% deviation with a price increase of 12.27% [1] - NingBoJianGong has a deviation of 8.35% with a price increase of 9.96% [1] - Other stocks with notable performance include JiaZeXinNeng (7.69% deviation) and GuangDianDianQi (7.67% deviation) [1]

南方财经9月25日电，早盘风电板块活跃，吉鑫科技涨停，运达股份、新强联、金雷股份、日月股份等 跟涨。消息面上，近日，伍德麦肯兹最新发布《全球风电市场展望更新：2025年第三季度》报告预计， 未来5年内，全球年均新增风电装机容量将超过170吉瓦，到2028年后将进一步提速，并在2034年达到峰 值200吉瓦。 ...

证券日报网讯 9月24日晚间，吉鑫科技发布公告称，公司于近日接到公司控股股东包士金先生函告，获 悉其所持有本公司的部分股份被质押，本次质押股份数量为50，000，000股，质权人为中国银河证券股 份有限公司江苏分公司，质押用途为偿还债务。 （文章来源：证券日报） ...

Group 1 - The core point of the article is that Jixin Technology (SH 601218) announced a significant share pledge by its controlling shareholder, Mr. Bao Shijin, which may impact the company's financial stability and investor sentiment [1] - Mr. Bao Shijin holds approximately 215 million shares, accounting for 22.17% of the total share capital of the company [1] - The number of shares pledged by Mr. Bao is 50 million, representing 23.27% of his total holdings and 5.16% of the company's total share capital [1] Group 2 - As of the announcement date, Mr. Bao and his associate Mr. Bao Zhenhua have pledged a total of approximately 139 million shares, which is 64.51% of their total holdings and 14.38% of the company's total share capital [1] - For the first half of 2025, Jixin Technology's revenue composition is as follows: manufacturing accounts for 82.16%, wind power industry for 17.17%, and other businesses for 0.66% [1] - The current market capitalization of Jixin Technology is 4.5 billion yuan [1]