风电设备板块反复活跃，吉鑫科技3连板，威力传动涨超10%，通裕重工、金风科技、明阳智能、新强 联、泰胜风能跟涨。 ...

Core Viewpoint - Jixin Technology (601218) experienced a trading halt today with a daily turnover rate of 21.14%, a transaction amount of 1.125 billion yuan, and a price fluctuation of 10.96% [2] Trading Activity - The stock was listed on the Shanghai Stock Exchange's "龙虎榜" due to a daily price deviation of 10.75%, with a net buying amount of 23.998 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction of 233 million yuan, with a buying amount of 129 million yuan and a selling amount of 105 million yuan, resulting in a net buying of 23.998 million yuan [2] - The largest buying and selling brokerage was Kaiyuan Securities Co., Ltd. with a buying amount of 36.7898 million yuan and a selling amount of 35.0483 million yuan [2] Historical Performance - Over the past six months, the stock has appeared on the "龙虎榜" seven times, with an average price increase of 0.92% the day after being listed and an average decline of 4.38% in the following five days [3] - The stock saw a net inflow of 160 million yuan from major funds today, with a significant single order net inflow of 189 million yuan and a large order net outflow of 28.6126 million yuan [3] - In the past five days, the net inflow of major funds totaled 259 million yuan [3] Financing and Earnings - As of September 25, the stock's margin trading balance was 216 million yuan, with a financing balance of 216 million yuan and a securities lending balance of 3.86 million yuan [3] - In the past five days, the financing balance decreased by 50.6588 million yuan, a decline of 18.97%, while the securities lending balance decreased by 0.89 million yuan, a decline of 18.72% [3] - The company reported a revenue of 715 million yuan for the first half of the year, representing a year-on-year growth of 23.20%, and a net profit of 81.5617 million yuan, reflecting a year-on-year increase of 143.18% [3]

（编辑 姚尧） 证券日报网讯 9月26日晚间，吉鑫科技发布公告称，公司股票于2025年9月24日、9月25日、9月26日连 续3个交易日收盘价格涨幅偏离值累计达20%，属于股票交易异常波动。目前公司经营情况正常，内外 部经营环境未发生重大变化。 ...

Market Overview - On September 26, the A-share market closed with a total of 59 stocks hitting the daily limit, with 48 stocks after excluding 11 ST stocks, and a sealing rate of 68.6% [1] Top Performers - The highest sealing volume was seen in Qidi Environment with 296,800 hands, followed by Wanxiang Qianchao, Jiazhe New Energy, and Yaowang Technology with sealing volumes of 288,700 hands, 279,400 hands, and 276,600 hands respectively [2] - In terms of continuous limit-up days, Bluefeng Biochemical achieved 5 consecutive limits, while Yangyuan Beverage, Jingyi Co., Ltd., *ST Suwu, and *ST Mubang achieved 3 consecutive limits [2] Investment Highlights - Wanxiang Qianchao has established humanoid robotics as its third strategic business segment, focusing on the R&D and industrialization of key components such as precision parts and specialized bearings [3] - The wind power sector saw multiple stocks hitting the limit, including Jixin Technology, Jiazhe New Energy, Weili Transmission, and Mingyang Smart Energy, with Jixin Technology specializing in wind power component manufacturing [4] - Jiazhe New Energy has over 2 GW of wind power projects under construction or planned, indicating potential revenue growth with increased installed capacity [5] Lithium Battery Sector - Stocks such as Tianji Co., Ltd., Donghua Technology, and Fangyuan Co., Ltd. also hit the limit, with Tianji Co., Ltd. focusing on the industrialization of lithium sulfide materials for solid-state battery electrolytes [6][8] - Donghua Technology is the EPC contractor and operator for a lithium carbonate project at the Zabaye Salt Lake [7] Military Industry - Xiangdian Co., Ltd. and Chengfei Integration also saw limit-up, with Xiangdian focusing on military-civilian integration in the electromagnetic energy industry [9] - Chengfei Integration is a subsidiary of AVIC and participates in aircraft component manufacturing [10] Capital Flow - The top net purchases on the Dragon and Tiger list included Wanxiang Qianchao, Chengfei Integration, and Jingyi Co., Ltd., with net purchases of 286 million, 267 million, and 168 million respectively [12]

证券代码：601218 证券简称：吉鑫科技 公告编号：2025-032 江苏吉鑫风能科技股份有限公司 关于股票交易异常波动的公告 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： ●江苏吉鑫风能科技股份有限公司（以下简称"公司"）股票于 2025 年 9 月 24 日、9 月 25 日、9 月 26 日连续 3 个交易日收盘价格涨幅偏离值累计达到 20%。根据上海证券交易所的相关规定，属于股票交易异常波动。 ●根据 wind 数据，2025 年 9 月 26 日，公司股票换手率达 21.14%，连续 3 个交易日累计换手率达 30.51%。公司滚动市盈率为 70.02 倍，公司所处行业风电 设备（申万）滚动市盈率为 48.66 倍，公司滚动市盈率显著高于平均水平。公司 敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 ●经公司自查及发函问询公司控股股东、实际控制人包士金先生，截至本公 告披露日，公司及公司控股股东、实际控制人包士金先生不存在对公司股票价格 造成重大影响的事项，也未涉及公司应披露而未披露的重 ...

南财智讯9月26日电，吉鑫科技公告，公司股票在2025年9月24日至9月26日期间连续三个交易日内收盘 价格涨幅偏离值累计达到20%，构成异常波动。经公司董事会核实，并与公司管理层、控股股东及实际 控制人沟通，目前公司经营情况正常，内外部经营环境未发生重大变化，且公司及控股股东、实际控制 人不存在对公司股票价格造成重大影响的事项，也未涉及应披露而未披露的重大信息。公司提醒投资者 注意市场交易风险，理性决策，审慎投资。 ...

Group 1 - Institutions ranked 23 stocks today, with net purchases in 12 stocks and net sales in 11 stocks [1] - The top three stocks with the highest net purchases by institutions are: China Electric Xunlong (97.06 million), Huazi Technology (80.89 million), and Beijiete (73.28 million) [1] Group 2 - Huazi Technology saw a net purchase of 80.89 million from five institutions today [2] - The company revealed on September 12 that it has sufficient orders for lithium battery equipment and has delivered multiple semi-solid battery automatic production lines to leading enterprises [2] - Full solid-state battery hot-pressing fixture prototypes are expected to be delivered in the fourth quarter, and the company is deeply involved in the construction of solid-state battery testing lines for leading enterprises [2] Group 3 - In the wind power sector, 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 [3] - Non-fossil energy consumption is targeted to account for over 30% of total energy consumption, with wind and solar power generation capacity expected to reach six times that of 2020, aiming for 360 million kilowatts [3] - Morgan Stanley predicts that during the 14th Five-Year Plan, wind power installations in China will accelerate, with an average annual increase of over 110 gigawatts, reaching about 120 gigawatts between 2028 and 2030 [3] - Key drivers include wind power's stronger investment appeal compared to solar, accelerated offshore wind installations, and increased demand for land-based turbine replacements [3] Group 4 - In the automotive parts sector, Tesla is set to hold an internal meeting this week to discuss AI/autonomous driving systems, the Optimus robot production plan, and vehicle production and delivery [4] - This meeting may mark an important milestone for the mass production of Tesla's robots and smart driving technologies [4] - The Ministry of Industry and Information Technology has released safety requirements for intelligent connected vehicles' combined driving assistance systems, which is expected to enhance the penetration rate of intelligent features [4]

Market Overview - The three major indices experienced a collective pullback, with the Shanghai Composite Index down 0.65%, the Shenzhen Component down 1.76%, and the ChiNext Index down 2.60% [1] - The trading volume in the Shanghai and Shenzhen markets exceeded 2.1 trillion, a decrease of over 200 billion compared to the previous day [2] - The market is showing increased divergence as the holiday approaches, with trading volume relatively dull compared to last week, but volatility is on the rise [3] Sector Performance - The market saw a broad adjustment, with most industry sectors declining. Wind power equipment, chemical fiber, fertilizer, and insurance sectors showed gains, while technology sectors such as gaming, consumer electronics, electronic components, internet services, communication equipment, and software development faced significant declines [6] - Technology stocks experienced a widespread retreat, particularly in computing power sectors, with companies like Zhongheng Electric, Lianang Micro, and Qingshan Paper hitting their daily limit down. Major stocks like Inspur Information and Industrial Fulian also saw substantial drops [8] - Copper-related stocks performed well against the trend, with companies like Jingyi Co. achieving three consecutive limit-up days, and Jiangxi Copper and Tongling Nonferrous Metals also rising. This was influenced by supply concerns following a landslide at the Grasberg mine in Indonesia, which announced "force majeure" due to production stoppage [9] Investment Sentiment - As the National Day holiday approaches, investors face a classic dilemma of whether to hold stocks or cash. The market is experiencing increased volatility and accelerated sector rotation [19] - The market's profitability is declining, with only 32% of stocks rising this week, marking a low point in the current uptrend [21] - Historical data indicates that the probability of index declines in the five trading days leading up to the National Day holiday is 60%, suggesting a cautious outlook for the near term [21] Future Outlook - The technology sector has been a major contributor to the recent index gains, but the current crowded positioning indicates a demand for adjustment. The TMT sector has contributed 42% to the overall A-share index increase since June 23, with a trading volume share of 37% [25] - Given the historical trend of poor performance before the National Day holiday, there is a likelihood of profit-taking, and sectors with strong bottom support signals, such as banking and insurance, may be more favorable [26] - The market is expected to remain in a downward trend with a solid base, and while the medium to long-term upward momentum is still sufficient, more definitive trends may emerge post-October [27]

Group 1 - Wind power equipment sector increased by 2.26% on September 26, with Weili Transmission leading the gains [1] - Shanghai Composite Index closed at 3828.11, down 0.65%, while Shenzhen Component Index closed at 13209.0, down 1.76% [1] - Notable stock performances include Weili Transmission up 20.00% to 79.27, Jixin Technology up 10.10% to 5.67, and Mingyang Smart Energy up 9.99% to 15.53 [1] Group 2 - The wind power equipment sector saw a net inflow of 717 million yuan from main funds, while retail investors experienced a net outflow of 483 million yuan [2] - Key stocks with significant main fund inflows include Mingyang Smart Energy with 340 million yuan and Jixin Technology with 132 million yuan [3] - Retail investors showed notable outflows in stocks like Weili Transmission and Jixin Technology, with outflows of 396 million yuan and 814 million yuan respectively [3]

Core Viewpoint - The A-share market experienced a downturn on September 26, with all three major indices closing lower, while the wind power equipment index rose by 2.67%, indicating a divergence in sector performance amid broader market challenges [1] Industry Summary - On September 24, China announced a new round of national contribution targets, aiming for wind and solar power generation capacity to exceed six times the 2020 levels by 2035, targeting a total of 3.6 billion kilowatts [1] - As of the end of August this year, China's total installed capacity for wind and solar power surpassed 1.69 billion kilowatts, creating new growth opportunities for the wind power industry [1]