重要内容提示： 国机重型装备集团股份有限公司（以下简称："公司"）股票交易于 2025 年 12 月 2 日、2025 年 12 月 3 日、2025 年 12 月 4 日连续三个交易日内日收盘价格涨 幅偏离值累计达到 20%，公司于 2025 年 12 月 5 日披露《股票交易异常波动的公告》。 2025 年 12 月 5 日，公司当日股票再次以涨停价收盘。 公司股票剔除大盘整体影响后的实际波动幅度较大。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。 一、二级市场交易风险 公司股票于 2025 年 12 月 2 日、2025 年 12 月 3 日、2025 年 12 月 4 日连续三 个交易日内日收盘价格涨幅偏离值累计达到 20%。2025 年 12 月 5 日，公司当日股 票再次以涨停价收盘。公司股票剔除大盘整体影响后的实际波动幅度较大。 国机重型装备集团股份有限公司 证券代码：601399 证券简称：国机重装 公告编号：临 2025-052 国机重型装备集团股份有限公司 关于股票交易风险提示的公告 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 ...

国机重装公告称，公司股票于2025年12月2 - 4日连续三个交易日内日收盘价格涨幅偏离值累计达20%， 12月5日再次涨停，已连续3个交易日涨停。剔除大盘影响后实际波动幅度大，存在短期上涨过快后的下 跌风险。截至公告披露日，公司日常生产经营正常，未发现需澄清的媒体报道或市场传闻，也无其他重 大股价敏感信息，董事等相关人员在异常波动期间无买卖公司股票情况。提醒投资者注意交易风险，理 性投资。 ...

Core Viewpoint - The A-share market experienced significant activity with 80 stocks hitting the daily limit up, highlighting strong investor interest in specific sectors such as military and nuclear fusion concepts [1] Group 1: Military Sector - Solar Cable has achieved a four-day consecutive limit up, indicating strong market performance and investor confidence in the military sector [1] Group 2: Nuclear Fusion Concept - State Machine Heavy Equipment has recorded a three-day consecutive limit up, reflecting growing interest in nuclear fusion technology stocks [1] Group 3: Other Notable Stocks - Anji Food and Ruikang Pharmaceutical both achieved four consecutive limit ups, indicating robust performance in the food and pharmaceutical sectors respectively [1] - Longzhou Co., Aerospace Electromechanical, and Junya Technology each recorded three consecutive limit ups, showcasing strong investor interest in energy storage, aerospace, and humanoid robotics [1] - Other stocks such as Double Star New Materials, Mingdiao Co., Zhongyuan Home, and Shuhua Sports achieved two consecutive limit ups, indicating positive market sentiment in composite copper foil, building materials, home furnishings, and sports industries [1]

Market Overview - The three major indices collectively rose in early trading, with the Shanghai Composite Index up by 0.08%, the Shenzhen Component Index up by 0.39%, and the ChiNext Index up by 0.47% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 999.6 billion yuan, a decrease of 40.6 billion yuan compared to the previous day [1] - Over 3,500 stocks in the market experienced gains [1] Sector Performance - The sectors showing the most significant gains included computing hardware, non-ferrous metals, controlled nuclear fusion, and stocks from Fujian province [2] - The computing hardware sector was particularly strong, with stocks like Changguang Huaxin hitting the daily limit and reaching a new high, while Baoshen Co., Zhishang Technology, and Qingshan Paper also hit the daily limit [2] - Non-ferrous metals continued to perform well, with stocks such as Minfa Aluminum and Jingyi Co. hitting the daily limit, and Xiaocheng Technology rising over 10% [2] - The controlled nuclear fusion sector saw stocks like Yongding Co. hitting the daily limit, and Guoji Heavy Industry achieving a three-day limit increase [2] - Local Fujian stocks were active, with over ten stocks, including Dongbai Group, hitting the daily limit [2] - Conversely, the banking sector showed weakness, with Chongqing Bank dropping over 3% [2] - The pharmaceutical sector declined, with Yue Wannianqing falling over 5% [2]

Group 1 - The 2025 Global Smart Machinery and Electronic Products Expo is held in Macau and Zhuhai, focusing on themes of smart electronics and machinery, with over a thousand participating companies [1] - Tesla's Optimus humanoid robot has achieved running speeds of 2.5-3 meters per second, indicating significant advancements in robotics technology [1] - The U.S. government is actively promoting the robotics industry, with initiatives to accelerate robot technology and advanced manufacturing, highlighting the strategic importance of robotics in national competition [2] Group 2 - China's industrial robot production increased by 17.9% in October 2025, driven by government policies that stimulate equipment upgrades [3] - The engineering machinery ETF has seen significant growth, with a 1.92% increase on December 5, 2025, and a cumulative rise of over 7% in the past two weeks [3] - The engineering machinery ETF has experienced a substantial increase in scale and shares, with net inflows of 63.09 million yuan over 22 trading days [3]

Group 1: Industrial Mother Machine Sector - The industrial mother machine sector shows a positive trend with a total index increase of 1.29% to 1754.21 [2] - Key stocks in this sector include: - GuoJi Heavy Industry (601399) with a price of 4.63, up by 9.98% and 42.46% over the past five days [2] - China First Heavy Industries (601106) at 3.42, also up by 9.97% and 13.62% over the last five days [2] - Weihong Co., Ltd. (300508) at 38.12, increasing by 9.29% and 10.05% in five days [2] - Other notable performers include: - Yuhuan CNC (002903) at 24.54, up by 6.70% [2] - Ruineng Technology (603933) at 30.40, with a 5.89% increase [2] Group 2: Brain-Computer Interface Sector - The brain-computer interface sector experienced significant activity, highlighted by the upcoming "Brain Link World, Intelligence Gathering in Shanghai" conference scheduled for December 4-5, 2025 [3] - Key stocks in this sector include: - Dineike (300884) with a price of 16.82, up by 14.34% and 18.09% over the past five days [3] - Nanjing Panda (600775) at 12.55, increasing by 9.99% and 13.78% [3] - Chengyitong (300430) at 18.99, up by 3.94% [3] - Other stocks showing positive movement include: - Beiyikang (920199) at 34.70, up by 3.89% [3] - Innovation Medical (002173) at 22.29, with a 3.05% increase [3]

Core Viewpoint - The A-share market is witnessing strong performance in controllable nuclear fusion concept stocks, driven by recent policy developments and research advancements in nuclear technology [1] Group 1: Stock Performance - Changguang Huaxin has reached a 20% limit up, while Juguang Technology and Sry New Materials have increased by over 11% [1] - Yongding Co. and Guoji Heavy Industry have also hit a 10% limit up, with other stocks like Ice Wheel Environment and several others showing gains of over 5% [1][2] - The year-to-date performance of key stocks includes Changguang Huaxin at 230.39%, Juguang Technology at 126.45%, and Sry New Materials at 185.61% [2] Group 2: Policy and Research Developments - The 15th cooperation protocol between the China National Atomic Energy Agency and the French Atomic Energy and Alternative Energies Commission emphasizes strengthening cooperation in nuclear research and technology applications [1] - CICC's report indicates that the 14th Five-Year Plan has officially included controllable nuclear fusion in the national future industrial system, marking its transition from frontier scientific exploration to a strategic technological focus [1] Group 3: Investment Opportunities - Controllable nuclear fusion is highlighted as a clean base-load energy source that can support carbon reduction in high-energy-consuming industries and has potential applications across multiple fields [1] - The report suggests focusing on investment opportunities in the upstream and downstream industrial chain, particularly in superconducting cables, lasers, and sensor monitoring and control systems [1]

Group 1 - The core point of the article highlights that Guojin Heavy Equipment achieved a record trading volume of 2.313 billion RMB, marking the highest since its listing [2] - The latest stock price increased by 9.98%, with a turnover rate of 7.01% [2] - The previous trading day's total transaction volume for the stock was 1.216 billion RMB [2] Group 2 - Guojin Heavy Equipment Group Co., Ltd. was established on December 30, 2001, with a registered capital of 72.1355589 million RMB [2]

Core Viewpoint - The industrial mother machine concept has experienced a significant rebound, with notable stock price increases among key players in the sector [1] Group 1: Stock Performance - China First Heavy Industries (中国一重) reached a daily limit increase in stock price [1] - GuoJi Heavy Industry (国机重装) previously saw its stock price capped [1] - Other companies such as Yuhuan CNC (宇环数控), Tongfei Co., Ltd. (同飞股份), Weihong Technology (维宏股份), Hecai Technology (禾川科技), Dingtai High-tech (鼎泰高科), Huarui Precision (华锐精密), and Anda Intelligent (安达智能) also experienced stock price increases [1]

国机重装盘中涨停，已连收3个涨停板，截至9:44，该股报4.63元，换手率4.85%，成交量3.50亿股，成 交金额15.92亿元，涨停板封单金额为1.67亿元。连续涨停期间，该股累计上涨33.05%，累计换手率为 15.08%。最新A股总市值达333.99亿元。 证券时报·数据宝统计，两融数据来看，该股最新（12月4日）两融余额为5.35亿元，其中，融资余额 5.26亿元，较前一个交易日增加5126.90万元，环比增长10.79%，近3日累计增加2826.95万元，环比增长 5.68%。 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%、日涨幅偏离值达7%上榜龙虎榜1 次，买卖居前营业部中，沪股通累计净买入1035.41万元，营业部席位合计净买入1.41亿元。 据天眼查APP显示，国机重型装备集团股份有限公司成立于2001年12月30日，注册资本721355.589万人 民币。（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） | | --- | --- | --- | --- | | 2025.12.04 | 9.92 | 4.03 | 1 ...