证券代码：601519 证券简称：大智慧 公告编号：临 2025-061 上海大智慧股份有限公司 关于重大资产重组的进展公告 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。 一、本次交易的基本情况 后，将再次召开董事会审议本次交易的相关议案，并按照相关法律法 规的规定履行后续有关程序及信息披露义务。 三、风险提示 鉴于本次交易的复杂性，相关协议条款尚在商榷沟通中，行业监 管相关政策、重组相关成本等均可能对本次交易形成影响，本次交易 的进展存在不确定性。本次交易方案尚待双方董事会再次审议通过、 双方股东（大）会批准及有权监管机构的批准、核准、注册或同意后 方可正式实施;本次交易能否取得相关批准、核准、注册或同意，以 及最终取得的时间均存在不确定性。公司于 2025 年 3 月 29 日披露的 《湘财股份有限公司换股吸收合并上海大智慧股份有限公司并募集 配套资金暨关联交易预案》中详细披露了本次交易可能存在的风险因 素及尚需履行的程序，敬请广大投资者阅读有关内容，关注后续公告 并注意投资风险。 特此公告。 上海大智慧股份有限公司董事 ...

Core Viewpoint - On September 18, the Shanghai Composite Index fell by 1.15%, with institutional investors appearing on the trading lists of 24 stocks, net buying 14 and net selling 10 [1][2]. Institutional Trading Summary - The stock with the highest net buying from institutional seats was Huafeng Technology, which closed at the daily limit with a trading volume of 4.216 billion yuan and a turnover rate of 23.25%. The net buying amounted to 124.87 million yuan [2][5]. - Other notable stocks included Heertai, which also closed at the daily limit with a net buying of 89.78 million yuan, and a total capital inflow of 1.162 billion yuan [2][5]. - In contrast, Dazhihui had the highest net selling amounting to 327.25 million yuan, with a daily decline of 8.83% [3][6]. Market Performance - The average increase of stocks with net institutional buying was 7.67%, outperforming the Shanghai Composite Index. Stocks like Ruiqi Co. and Huafeng Technology showed strong performance, closing at the daily limit [3][4]. - A backtest of stocks with net institutional buying over the past month revealed a 44.27% probability of rising the next day, with a 41.72% chance of outperforming the index [3]. Capital Flow Analysis - The stocks with significant capital outflow included Shanzi Gaoke, which saw a net outflow of 324.5 million yuan, and Xinquan Co., with a net outflow of 195 million yuan [3][4]. - The stocks with net buying from the Shanghai and Shenzhen Stock Connect included Huasheng Tiancai and Heertai, with net buying amounts of 233.16 million yuan and 189.81 million yuan, respectively [7][8].

Core Viewpoint - On September 18, the Shanghai Composite Index fell by 1.15%, the Shenzhen Component Index by 1.06%, and the ChiNext Index by 1.64%, indicating a bearish market trend with significant stock movements and institutional participation [1][4]. Group 1: Stock Performance - The stock with the highest net inflow was Heertai (002402.SZ), attracting 630 million yuan, which accounted for 10.83% of its total trading volume, and it closed up by 10.01% with a turnover rate of 16.67% [1][2][4]. - The stock with the largest net outflow was Dazhihui (601519.SH), which saw a net sell-off of 329 million yuan, representing 12.68% of its total trading volume, and it closed down by 8.83% with a turnover rate of 8.17% [4][6]. Group 2: Institutional Activity - A total of 24 stocks on the leaderboard had institutional involvement, with institutions net selling 180 million yuan overall, buying 14 stocks and selling 10 [6][7]. - The stock with the highest institutional net purchase was Huafeng Technology (688629.SH), which closed up by 20% and had a turnover rate of 23.25% [7]. Group 3: Northbound Capital - Northbound capital participated in 22 stocks on the leaderboard, with a total net inflow of 465 million yuan, including a net purchase of 151 million yuan from the Shanghai Stock Connect and 315 million yuan from the Shenzhen Stock Connect [9][10]. - The stock with the highest net purchase from northbound capital was Huasheng Tiancai (600410.SH), with a net inflow of 233 million yuan, accounting for 2.08% of its total trading volume [10].

Core Viewpoint - The stock price of Dazhihui (601519.SH) has dropped significantly by 8.83%, closing at 15.48 yuan, with substantial net selling by institutional investors totaling approximately 327.25 million yuan [1][2]. Group 1: Stock Performance - Dazhihui's stock closed at 15.48 yuan, reflecting a decline of 8.83% [1]. - The net selling amount by institutional seats reached 327.25 million yuan [1][2]. Group 2: Institutional Trading - Among the top five sellers, two were institutional specialized seats, indicating a strong institutional presence in the selling activity [1]. - The largest selling amount from institutional seats was 19,103.65 million yuan, accounting for 7.37% of total trading [3].

Core Viewpoint - The stock of Dazhihui (601519) experienced a significant decline of 8.83% in a single trading day, with notable net selling from institutional investors and a high turnover rate [1][2]. Trading Performance - The stock's trading volume reached 2.593 billion yuan, with a turnover rate of 8.17% and a price fluctuation of 7.91% throughout the day [1]. - The stock was listed on the Shanghai Stock Exchange's watch list due to a daily price deviation of -7.68% [2]. Institutional Activity - Institutional investors net sold 327 million yuan, while the Shanghai-Hong Kong Stock Connect saw a net sell of 23.54 million yuan [2]. - The top five trading departments accounted for a total transaction volume of 573 million yuan, with net selling of 329 million yuan [2]. Historical Performance - Over the past six months, the stock has appeared on the watch list nine times, with an average price drop of 0.95% the day after being listed and an average decline of 5.25% over the following five days [3]. Capital Flow - The stock experienced a net outflow of 283 million yuan in principal funds, with large orders contributing to a net outflow of 171 million yuan [4]. - As of September 17, the margin trading balance was 1.266 billion yuan, with a financing balance of 1.264 billion yuan and a securities lending balance of 2.1938 million yuan [4]. - In the last five days, the financing balance increased by 276 million yuan, a growth of 27.93%, while the securities lending balance rose by 81.11 million yuan, a growth of 58.66% [4]. Financial Performance - The company reported a revenue of 379 million yuan for the first half of the year, reflecting a year-on-year growth of 13.19%, but recorded a net loss of 3.47 million yuan [5].

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5.73亿元，其中，买入成交额为1.22亿 元，卖出成交额为4.51亿元，合计净卖出3.29亿元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即卖一、卖二，合计净卖出3.27亿元， 沪股通为第一大买入营业部及第三大卖出营业部，买入金额为2864.89万元，卖出金额为5218.75万元， 合计净卖出2353.86万元。 融资融券数据显示，该股最新（9月17日）两融余额为12.66亿元，其中，融资余额为12.64亿元，融券余 额为219.38万元。近5日融资余额合计增加2.76亿元，增幅为27.93%。融券余额合计增加81.11万元，增 幅58.66%。 大智慧(601519)今日下跌8.83%，全天换手率8.17%，成交额25.93亿元，振幅7.91%。龙虎榜数据显示， 机构净卖出3.27亿元，沪股通净卖出2353.86万元，营业部席位合计净买入2205.94万元。 上交所公开信息显示，当日该股因日跌幅偏离值达-7.68%上榜，机构专用席位净卖出3.27亿元，沪股通 净卖出2353.86万元。 近半年该股累计上榜龙虎榜9次，上榜次日股价平均跌 ...

盘后数据显示，9月18日龙虎榜中，共35只个股出现了机构的身影，有21只股票呈现机构净买入，14只 股票呈现机构净卖出。当天机构净买入前三的股票分别是长盈精密、长飞光纤、华丰科技，净买入金额 分别是5.71亿元、2.57亿元、1.25亿元。当天机构净卖出前三的股票分别是三花智控、大智慧、山子高 科，净流出金额分别是3.45亿元、3.27亿元、1.62亿元。（第一财经） ...

| | 龙虎榜 09.18 | | | --- | --- | --- | | 证券简称 | 冒涨跌幅 | 机构净买入(万元) | | 长盈精密 | 9.04% | 57086.58 | | 长飞光纤 | 10.00% | 25722.82 | | 华丰科技 | 20.00% | 12487.24 | | 世嘉科技 | -7.21% | 10832.61 | | 和而泰 | 10.01% | 8978.06 | | 川润股份 | 9.99% | 6733.77 | | 广合科技 | 10.01% | 6480.29 | | 波长光电 | 7.24% | 6005.45 | | 凯迪股份 | 10.00% | 5386.48 | | 永鼎股份 | -8.20% | 4444.45 | | 露笑科技 | -1.94% | 3765.59 | | 利和兴 | 19.99% | 3760.99 | | 矽电股份 | 7.23% | 2847.13 | | --- | --- | --- | | 飞乐音响 | 9.99% | 2676.84 | | 银轮股份 | 0.23% | 2526.11 | | 德科立 | 20 ...

Core Insights - The stock of Dazhihui experienced a decline of 8.83% on September 18, with a trading volume of 2.593 billion yuan and a turnover rate of 8.17% [1] Trading Activity - The Shanghai Stock Connect special seat bought 28.6489 million yuan and sold 52.1875 million yuan [1] - Two institutional special seats had a net sell of 327 million yuan [1]

Group 1 - The stock of Dazhihui fell by 8.83% today, with a trading volume of 2.593 billion yuan and a turnover rate of 8.17% [1] - The post-market data shows that the Shanghai Stock Connect special seat bought 28.6489 million yuan and sold 52.1875 million yuan [1] - Two institutional special seats had a net sell of 327 million yuan [1]