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 2025-051 国机重型装备集团股份有限公司 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： 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%，根据《上海证券交易所交易规则》的有关规定，属于股票 交易异常波动情形。 经公司自查并向公司控股股东及实际控制人中国机械工业集团有限公司（以下 简称"国机集团"）发函核实，截至本公告披露日，不存在应披露而未披露的重大 事项。 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。 一、股票交易异常波动的具体情况 行业政策未发生重大调整，生产成本和销售未出现大幅波动，公司内部生产经营秩 序正常。 （二）重大事项情况。 经公司自查并向公司控股股东及实际控制人国机集团书面发函核实，截至目前， 公司 ...

| NORTHER THE VEY | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | 交易日期 | 证券简称 | 是否为专场 | 证券代码 | 卖出营业部 | | | | | 去筒瑟喜精鬼鬼" | 發動量發動好契磨 | 025-12-04 | 国机重装 | 601399 | 4.14 | 2000 | 8280 | ка | 12月4日，国机重装大宗交易成交2000万股，成交额8280万元，占当日总成交额的6.37%，成交价4.14 元，较市场收盘价4.21元折价1.66%。 ...

Core Viewpoint - The industrial mother machine sector in the A-share market is experiencing significant growth, with several stocks showing strong performance due to the formation of a MACD golden cross signal [1] Group 1: Stock Performance - Heng'erda has reached a 20% limit up [1] - Jilun Intelligent, Rifa Precision Machinery, and Guojiji Heavy Industry have all achieved a 10% limit up [1] - Green Harmony has increased by over 7% [1] - Haozhi Electromechanical has risen by over 5% [1] - Hanyu Group, Shandong Weida, and Jinming Precision Machinery have all seen increases of over 4% [1]

国机重装(601399)今日涨停，全天换手率6.20%，成交额16.57亿元，振幅11.01%。龙虎榜数据显示，沪 股通净买入2815.63万元，营业部席位合计净买入2.98亿元。 上交所公开信息显示，当日该股因日涨幅偏离值达10.56%上榜，沪股通净买入2815.63万元。 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7.77亿元，其中，买入成交额为5.52亿 元，卖出成交额为2.25亿元，合计净买入3.27亿元。 具体来看，今日上榜的营业部中，沪股通为第二大买入营业部及第二大卖出营业部，买入金额为1.04亿 元，卖出金额为7575.72万元，合计净买入2815.63万元。 资金流向方面，今日该股主力资金净流入3.71亿元，其中，特大单净流入4.11亿元，大单资金净流出 3989.44万元。近5日主力资金净流入6.00亿元。 融资融券数据显示，该股最新(12月2日)两融余额为5.05亿元，其中，融资余额为4.98亿元，融券余额为 657.13万元。近5日融资余额合计减少1934.30万元，降幅为3.74%。融券余额合计增加114.25万元，增幅 21.04%。 10月25日公司发布的三季报数据显 ...

Summary of Key Points Core Viewpoint - The net buying by brokerage firms on December 3 amounted to 1.083 billion yuan, with 21 stocks experiencing net purchases and 23 stocks facing net sales, indicating a mixed sentiment in the market [1]. Net Buying Stocks - The stocks with the highest net buying included: - C China Uranium: 419.40 million yuan, accounting for 5.19% of the day's trading volume, with a price increase of 280.04% [1]. - Aerospace Power: 336.93 million yuan, representing 6.57% of the trading volume, with a price increase of 6.46% [1]. - China National Machinery Industry: 298.49 million yuan, making up 18.01% of the trading volume, with a price increase of 10.06% [1]. - Other notable mentions include: - Daoming Optics: 225.88 million yuan, 7.22% increase [1]. - Huaying Technology: 205.33 million yuan, 10.02% increase [1]. Net Selling Stocks - The stocks with the highest net selling included: - Tongyu Communication: 96.90 million yuan, accounting for 9.69% of the trading volume [1]. - Rongji Software: 53.10 million yuan, representing 5.31% of the trading volume [1]. - Aerospace Development: 10.10 million yuan, making up 1.01% of the trading volume [1]. - Other notable mentions include: - Hezhong China: 41.57 million yuan, with a price decrease of 10.02% [1]. - Saiwei Electronics: 23.33 million yuan, with a price decrease of 19.56% [1].

12月3日国机重装大宗交易一览 国机重装12月3日大宗交易平台出现一笔成交，成交量2000.00万股，成交金额7500.00万元，大宗交易成 交价为3.75元，相对今日收盘价折价2.09%。该笔交易的买方营业部为中信证券股份有限公司总部(非营 业场所)，卖方营业部为国新证券股份有限公司北京朝外大街证券营业部。 | 成交量 （万 | 成交金额 | 成交价 | 相对当日收盘 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | | （万元） | 格 | 折溢价（%） | | | | 股） | | （元） | | | | | 2000.00 | 7500.00 | 3.75 | -2.09 | 中信证券股份有限公司 | 国新证券股份有限公司北京 | | | | | | 总部(非营业场所) | 朝外大街证券营业部 | 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为1.45亿元。 （文章来源：证券时报网） 证券时报·数据宝统计显示，国机重装今日收盘价为3.83元，上涨10.06%，日换手率为6.20%，成交额为 16.57亿元，全天主力资金净 ...

Core Viewpoint - Guomachine Heavy Industry (601399) experienced a significant increase in stock price, reaching the daily limit, with a trading volume of 1.657 billion yuan and a turnover rate of 6.20% [2] Trading Activity - The stock was listed on the Shanghai Stock Exchange due to a price deviation of 10.56%, with net purchases from the Shanghai-Hong Kong Stock Connect amounting to 28.1563 million yuan [2] - The top five trading departments accounted for a total transaction volume of 777 million yuan, with net purchases of 327 million yuan [2] - The main buying department was CITIC Securities' Hangzhou New City Road branch, with a purchase amount of 290.167 million yuan [3] Fund Flow - The stock saw a net inflow of 371 million yuan from major funds, with a significant inflow of 411 million yuan from large orders [2] - Over the past five days, the net inflow of major funds totaled 600 million yuan [2] Financing and Margin Trading - As of December 2, the stock's margin trading balance was 505 million yuan, with a financing balance of 498 million yuan and a securities lending balance of 6.5713 million yuan [2] - The financing balance decreased by 19.343 million yuan over the past five days, representing a decline of 3.74%, while the securities lending balance increased by 1.1425 million yuan, a rise of 21.04% [2] Financial Performance - For the first three quarters, the company reported a revenue of 10.217 billion yuan, reflecting a year-on-year growth of 14.14%, and a net profit of 436 million yuan, up 5.30% year-on-year [3]

Strong Individual Stocks - As of December 3, the Shanghai Composite Index fell by 0.51% to 3878.0 points, the Shenzhen Component Index decreased by 0.78% to 12955.25 points, and the ChiNext Index dropped by 1.12% to 3036.79 points [1] - A total of 54 stocks in the A-share market hit the daily limit up, with the top three strong stocks being: Daoming Optics (002632), Shunhao Co., Ltd. (002565), and Galaxy Electronics (002519) [1] - The top 10 strong stocks with specific data include: - Daoming Optics (002632): 5 consecutive limit ups, turnover rate of 33.12%, and closing price of 31.2 - Shunhao Co., Ltd. (002565): 4 consecutive limit ups, turnover rate of 23.57%, and closing price of 25.5 - Galaxy Electronics (002519): 3 limit ups in 4 days, turnover rate of 28.41%, and closing price of 19.7 [1] Strong Concept Sectors - The top three concept sectors with the highest gains in the A-share market are: Cultivated Diamonds, Hyperbaric Oxygen Chambers, and China-South Korea Free Trade Zone [2] - The top 10 concept sectors with their respective gains include: - Cultivated Diamonds: 2.72% increase - Hyperbaric Oxygen Chambers: 0.92% increase - China-South Korea Free Trade Zone: 0.77% increase [3]

北部湾港集团表示，集团作为广西实施国家重大战略的平台，是广西落实共建"一带一路"倡议的践行 者，是推进西部陆海新通道、北部湾国际门户港和国际枢纽海港、西江黄金水道建设的主力军，打 造"向海经济"的排头兵，同时抢抓关键金属产业及环保产业高质量发展机遇，利用资本市场精准赋能， 为积极践行国家战略、提升综合实力提供关键支撑。北部湾港集团自2013年完成北部湾港三港整体上市 以来，在资本市场开展了数轮运作，重组上市及募资总额达206.8亿元，其中超70%用于西部陆海新通 道港口基础设施建设、自动化码头升级、海铁联运网络拓展、有色金属核心矿产项目开发等国家战略相 关项目。北部湾港股份、华锡有色、博世科三大上市公司，在资本运作的助力下形成"港口枢纽筑基、 战略资源赋能、环保科技护航"的多元化协同格局，成为中国国企服务国家战略的"北港样本"。 据介绍，作为北部湾港集团核心上市平台，北部湾港股份是资本运作与实体经营深度融合的标杆。北部 湾港集团2013年将51.82亿元资产注入旗下北部湾港股份，实现重组上市，并于2015年完成27亿元定增 募资，2018年注入16.85亿元资产并配套融资16.47亿元，2021年发行30亿元 ...

Market Overview - On December 3, the Shanghai Composite Index fell by 0.51%, the Shenzhen Component Index decreased by 0.78%, and the ChiNext Index dropped by 1.12% with a total market turnover of 1.68 trillion yuan, an increase of 763 billion yuan compared to the previous trading day [1] - Over 3,800 stocks declined, while sectors such as cultivated diamonds, coal, and wind power equipment saw gains, whereas AI applications and lithium mining sectors experienced declines [1] Key Stocks Performance - Jinfu Technology experienced a "heaven and earth board" phenomenon, while Haiwang Bio and Hai Xin Food achieved six consecutive trading limits. Daoming Optical closed with a five consecutive trading limit, and commercial aerospace concept stock Shunhao shares saw a four consecutive trading limit [3] - The top three net buying stocks on the daily leaderboard were China Uranium Industry, Guojin Heavy Industry, and Aerospace Power, with net purchases of 419 million yuan, 327 million yuan, and 296 million yuan respectively [4] Notable Stock Movements - China Uranium Industry surged by 280.05% on its first trading day, with a turnover of 8.09 billion yuan and a turnover rate of 77.55% [5] - Guojin Heavy Industry rose by 10.06% to 3.83 yuan, with a turnover of 1.657 billion yuan and a turnover rate of 6.20% [5] - Aerospace Power increased by 6.46% to 25.70 yuan, with a turnover of 5.13 billion yuan and a turnover rate of 32.78% [5] Institutional Activity - The top three net selling stocks were Pingtan Development, Tongyu Communication, and Nanwang Digital, with net sales of 362 million yuan, 354 million yuan, and 207 million yuan respectively [6] - Institutional net buying in stocks included Sifangda, Aerospace Development, and Tongyu Communication, with net purchases of 56.07 million yuan, 38.97 million yuan, and 34.58 million yuan respectively [7] Sector Highlights - Guojin Heavy Industry signed a contract worth 1.339 billion yuan for offshore wind power equipment, accounting for 35.41% of its 2024 revenue [14] - The company reported a significant increase in revenue and net profit for the first three quarters of 2025, with revenue of 4.595 billion yuan and a net profit of 888 million yuan, representing year-on-year growth of 99.2% and 214.6% respectively [14] - Huaying Technology is transitioning towards high-margin products such as automotive displays and industrial control screens, with R&D investment accounting for 10.66% of revenue in the first half of 2025 [18]