Core Viewpoint - The China Securities Index for power equipment has increased by over 2%, with several companies experiencing significant stock price surges, indicating a positive trend in the sector [1] Company Performance - New Special Electric, Guodian Nanzi, Sifang Co., and Shunma Electric have all reached the daily limit increase in stock prices [1] - Haixing Electric and Jixin Technology have also shown notable gains, contributing to the overall positive performance of the sector [1]

Market Overview - The A-share market experienced a morning adjustment with all three major indices declining, showing significant differentiation between large and small-cap stocks. Mid-cap stocks performed relatively strong [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.64 trillion, a decrease of 71.3 billion compared to the previous trading day [1] Sector Performance - The market saw a rotation of hot sectors, with battery and semiconductor stocks collectively adjusting. Notably, companies like Xiandai Intelligent fell over 11%, while previously strong performers in the chip industry, such as Yandong Micro, Huahong Semiconductor, and Baiwei Storage, also faced significant declines [1] - On the upside, the focus shifted to sectors like power grid equipment, nuclear power, and military industry, with New Special Electric achieving a 20% limit-up and several other stocks hitting the limit-up as well. Wind power equipment stocks showed resilience, with Jixin Technology achieving four consecutive limit-ups over six days [3] - The nuclear power sector continued its strong performance, with companies like Hezhan Intelligent and Antai Technology achieving multiple consecutive limit-ups [3] Index Performance - By the end of the trading session, the Shanghai Composite Index fell by 0.51%, the Shenzhen Component Index dropped by 1.85%, and the ChiNext Index decreased by 3.40% [3]

Core Viewpoint - Jixin Technology has experienced significant stock price increases, with a total rise of 42.96% over six trading days, indicating strong market interest and trading activity [2] Trading Performance - The stock recorded four trading halts within six days, with a cumulative turnover rate of 127.99% [2] - As of 10:37, the stock's trading volume reached 231 million shares, with a transaction value of 1.432 billion yuan, and a turnover rate of 23.82% [2] - The latest total market capitalization of the stock is 6.473 billion yuan [2] Margin Trading Data - As of October 9, the margin trading balance for the stock is 274 million yuan, with a financing balance of 274 million yuan, reflecting an increase of 53.39 million yuan from the previous trading day, a growth of 24.18% [2] - Over the past six days, the margin trading balance has increased by 34.29 million yuan, representing a growth of 14.29% [2] Market Activity - The stock has appeared on the "Dragon and Tiger List" four times due to significant price deviations and trading volume, with a net buying amount of 117 million yuan from leading brokerage firms [2] Company Background - Jiangsu Jixin Wind Energy Technology Co., Ltd. was established on December 19, 2003, with a registered capital of 969.033512 million yuan [2]

Core Viewpoint - The wind power equipment sector has become active again, with significant stock price increases for several companies, indicating a positive trend in the industry [1] Group 1: Company Performance - Jixin Technology has reached its daily limit increase in stock price [1] - Other companies such as Guoda Special Materials, Daikin Heavy Industries, Xinqiang Lian, Mingyang Smart Energy, and Electric Wind Power have also seen their stock prices rise [1]

Core Viewpoint - Jixin Technology (601218) experienced an 8.20% increase in stock price on the trading day, with a turnover rate of 31.43% and a total transaction amount of 1.818 billion yuan, despite a net sell-off of 15.77 million yuan by brokerage seats [2][3]. Trading Activity - The stock was listed on the Shanghai Stock Exchange's "Dragon and Tiger List" due to its high turnover rate, with brokerage seats collectively net selling 15.77 million yuan [2]. - The top five brokerage seats accounted for a total transaction amount of 346 million yuan, with a buying amount of 165 million yuan and a selling amount of 181 million yuan, resulting in a net sell-off of 15.77 million yuan [2]. - The largest buying brokerage was CITIC Securities Shanghai Branch, with a buying amount of 53.81 million yuan, while the largest selling brokerage was Guolian Minsheng Securities Ningbo Caishen Temple South Road Branch, with a selling amount of 108 million yuan [2]. Fund Flow - The stock saw a net inflow of 54.10 million yuan from main funds, with a significant inflow of 54.68 million yuan from large orders, while small orders experienced a net outflow of 57.99 million yuan [3]. - Over the past five days, the main funds have seen a net inflow of 165 million yuan [3]. Margin Trading Data - As of September 30, the stock's margin trading balance was 221 million yuan, with a financing balance of 221 million yuan and a securities lending balance of 4.99 million yuan [3]. - Over the past five days, the financing balance decreased by 28.44 million yuan, a decline of 11.41%, while the securities lending balance increased by 1.88 million yuan, an increase of 60.61% [3]. Financial Performance - According to the semi-annual report released on August 29, the company achieved an operating income of 715 million yuan in the first half of the year, representing a year-on-year growth of 23.20%, and a net profit of 81.56 million yuan, reflecting a year-on-year increase of 143.18% [3].

New Stock Offerings - The tender offer for Shangwei New Materials (688585) is open from September 29, 2025, to October 28, 2025[1] - Zitian Tui (300280) is in the delisting adjustment period with only 2 trading days remaining until the last trading day[1] Market Alerts - Kesi Technology (688788) and Pinming Technology (688109) have recent announcements but no specific details provided[1] - Magu Technology (688448) is experiencing severe abnormal fluctuations[1] Trading Updates - Multiple companies including Dongjing (002199) and Guosheng Jinkong (002670) have announcements dated October 9, 2025, indicating ongoing trading activities[1] - Companies like Hunan Yuneng (301358) and Wanrun New Energy (688275) have announcements from October 1, 2025, indicating recent trading updates[1] Financial Disclosures - Several companies have disclosed their financial information, with specific announcements linked to their respective stock codes[1] - The report includes links to detailed announcements for various companies, providing transparency in their financial activities[1]

Group 1 - The controlling shareholder, Mr. Bao Shijin, holds approximately 215 million shares of Jixin Technology, accounting for 22.17% of the total share capital [1] - Mr. Bao has pledged about 139 million shares, which represents 64.51% of his total holdings [1] - After the release of the share pledge, Mr. Bao has 86.5 million shares remaining pledged, which is 40.26% of his total holdings and 8.93% of the company's total share capital [1] Group 2 - 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 5.9 billion yuan [2]

证券代码：601218 证券简称：吉鑫科技 公告编号：2025-034 江苏吉鑫风能科技股份有限公司 关于控股股东部分股份解除质押的公告 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： 控股股东包士金先生持有江苏吉鑫风能科技股份有限公司（以下简称"公 司"）股份 214,849,388 股，占公司总股本的 22.17%；包士金先生持有公司股份 累计质押 139,300,000 股，占其所持有公司股份总数的 64.51%。本次股份质押解 除后，包士金先生剩余被质押股份 86,500,000 股，占其所持有公司股份总数的 40.26%，占公司总股本的 8.93%。 控股股东包士金先生及其一致行动人包振华先生合计持有公司股份 215,949,388 股，占公司总股本的 22.29%；其持有公司股份合计质押 139,300,000 股，占其所持有公司股份总数的 64.51%。本次股份质押解除后，包士金先生及 其一致行动人包振华先生剩余被质押股份 86,500,000 股，占其所持有公司股份总 数的 40.06%，占公司 ...

吉鑫科技公告，公司控股股东包士金先生于2025年10月9日将质押给山东省国际信托股份有限公司的 5280万股无限售流通股办理了解除质押手续，占其所持股份比例24.58%，占公司总股本比例5.45%。此 次解除质押后，包士金先生剩余被质押股份为8650万股，占其所持股份总数的40.26%，占公司总股本 的8.93%。 ...

Core Viewpoint - The A-share market for wind power stocks has shown strong performance, with several companies experiencing significant gains amid positive developments in both domestic and international offshore wind markets [1] Group 1: Market Performance - Wind power stocks in the A-share market have seen notable increases, with Yunda Co. rising over 10%, Goldwind Technology hitting a 10% limit up, Jixin Technology increasing over 7%, and Mingyang Smart Energy up over 6% [1] - Tianeng Heavy Industries and Tianneng Wind Power both rose over 5% [1] Group 2: Market Developments - The domestic offshore wind market experienced a peak in bidding and contract awards in September [1] - The overseas offshore wind market has shown signs of a turning point, with Europe’s offshore installation capacity increasing to over 4.5 gigawatts this year [1] - China is set to launch its first national offshore wind power testing base, which will conduct tests on the world's largest capacity wind turbines and the longest wind turbine blades, as well as research on cutting-edge international technologies across multiple fields [1]