Market Overview - The specialized equipment sector declined by 0.43% on October 13, with Aomeisen leading the drop [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Top Gainers in Specialized Equipment Sector - Lihexing (301013) saw a significant increase of 20.01%, closing at 37.90 with a trading volume of 848,000 shares and a transaction value of 3.061 billion [1] - Lingge Technology (920284) rose by 16.90%, closing at 46.01 with a trading volume of 130,000 shares and a transaction value of 561 million [1] - ST Xinyuan (300472) increased by 11.96%, closing at 6.46 with a trading volume of 376,200 shares and a transaction value of 234 million [1] Top Losers in Specialized Equipment Sector - Yunmeima (920080) experienced a decline of 8.11%, closing at 34.10 with a trading volume of 95,200 shares and a transaction value of 323 million [2] - Haoyang Co. (300833) fell by 7.94%, closing at 39.64 with a trading volume of 33,000 shares and a transaction value of 132 million [2] - Rutong Co. (603036) decreased by 6.78%, closing at 22.15 with a trading volume of 191,700 shares and a transaction value of 423 million [2] Capital Flow Analysis - The specialized equipment sector saw a net outflow of 1.135 billion from institutional investors and 170 million from retail investors, while retail investors had a net inflow of 1.305 billion [2] - Notable capital inflows included Beikang Technology (600980) with a net inflow of 99.84 million from institutional investors [3] - Zhengfan Technology (688596) had a net inflow of 64.25 million from institutional investors, while experiencing a net outflow of 113 million from retail investors [3]

Company Announcements - Northern Rare Earth received a warning letter from the Inner Mongolia Securities Regulatory Bureau due to undisclosed non-operating fund occupation by related parties, amounting to 8.9485 million yuan, which has been fully repaid [2] - Aosheng Electronics reported that revenue from controllable nuclear fusion-related products will account for less than 1% of its main business revenue in the first half of 2025 [2] - Yiyi Co. is planning to acquire a pet food company, leading to a stock suspension [3] - Sanmei Co. expects a net profit increase of 172%-193% year-on-year for the first three quarters, driven by a significant rise in the average price of fluorinated refrigerants [4] - Feirongda anticipates a net profit increase of 111%-130% year-on-year for the first three quarters, with growth in AI server cooling-related business revenue [4] - Zhongshi Technology expects a net profit increase of 74%-104% year-on-year for the first three quarters, benefiting from increased shipments of thermal materials and components [4] - Juxin Technology forecasts a net profit increase of 113% year-on-year for the first three quarters, with sales revenue from edge AI processor chips increasing significantly [4] - Chuangjiang New Materials expects a staggering net profit increase of 2058%-2243% year-on-year for the first three quarters [4] - New China Life Insurance anticipates a net profit increase of 45%-65% year-on-year for the first three quarters [4] Investment & Contracts - Fostda plans to invest 1 billion yuan in the construction of an intelligent manufacturing project for marine engineering and equipment [11] Shareholding Changes - Dongxin Co. has set an initial transfer price of 82.5 yuan per share for its inquiry transfer, which is a 16% discount from the closing price [11] - China Jushi has obtained a commitment letter for a stock repurchase loan of up to 630 million yuan [12] - Tianji Co. has reduced its holdings by 2.9996% of the company's shares and has terminated its reduction plan early [3] Performance & Operations - Yingweike reported a net profit of 183 million yuan for the third quarter, an increase of 8.35% year-on-year [13] - Chenguang Biological expects a net profit increase of 344%-402% year-on-year for the first three quarters [14] - Meili Ecology's subsidiary won a bid for a 2.375 billion yuan urban renewal project in Shenzhen [18] Stock Price Movements - Hezhu Intelligent has not generated any revenue related to nuclear fusion concepts [19] - Jinli Yongci confirmed that its recent stock price fluctuations are not due to undisclosed significant matters [20] Other Developments - Heng Rui Medicine's subsidiary received approval for clinical trials of SHR-1905 injection [24] - Renfu Medicine received a drug registration certificate for Dapoxetine Hydrochloride Tablets, which are expected to generate approximately 1.1 billion yuan in sales in 2024 [26]

证券代码：603011 证券简称：合锻智能 公告编号：2025-043 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个别及连带责任。 重要内容提示： ●合肥合锻智能制造股份有限公司（以下简称"公司"）股票交易连续三个 交易日内（2025 年 10 月 10 日、2025 年 10 月 9 日、2025 年 9 月 30 日）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的情形。2025 年 10 月 13 日公司股票再次涨停。 ●公司主营业务为高端成形机床和智能光电分选设备，针对近期市场关注较 高的核聚变概念，公司未取得相关业务收入。 ●公司 2024 年年度实现归属于上市公司股东的净利润为-88,987,920.93 元， 归属于上市公司股东的扣除非经常性损益的净利润为-99,392,106.17 元。2025 年半年度实现归属于上市公司股东的净利润为 9,513,077.66 元，与上年同期相 比减少 11.39%。敬请广大投资者关注经营业绩下滑风险，理性决策，审慎投资。 ...

Core Viewpoint - The company, Gongzhuan Intelligent (603011), issued a stock trading risk warning on October 13, highlighting that it has not generated any revenue related to the highly discussed nuclear fusion concept despite its recent stock performance [1] Company Overview - Gongzhuan Intelligent specializes in high-end forming machine tools and intelligent optoelectronic sorting equipment [1] Market Context - The company has experienced a four-day consecutive stock increase, indicating heightened market interest [1] - There is significant market attention on the nuclear fusion concept, which has not translated into business revenue for the company [1]

New Stock Issuance - Marco Polo (Stock Code: 001386) issued at a price of 13.75 on October 13, 2025[1] - New material company (Stock Code: 688585) has a tender offer period from September 29 to October 28, 2025[1] - Zitian (Stock Code: 300280) entered the delisting arrangement period with the last trading day on October 13, 2025[1] Market Alerts - Significant abnormal fluctuations reported for Pinming Technology (Stock Code: 688109) on October 10, 2025[1] - Multiple companies including Kesheng Technology (Stock Code: 688788) and Borui Pharmaceutical (Stock Code: 688166) have recent announcements regarding their stock activities[1] - A total of 30 companies have been flagged for abnormal trading activities, indicating potential market volatility[2]

今日，A股大幅低开后一路回升，三大指数午后跌幅收窄，上证指数尾盘一度接近平盘。科创50涨1.4%，科创100涨1.04%，微盘股翻红。 黄金概念午后拉升，龙头股豫光金铅（600531）涨停，股价创历史新高，西部黄金（601069）涨停，实现"3天2板"。 A股和黄金，双双冲上微博热搜榜。 可控核聚变概念股活跃 来源：新浪微博 可控核聚变概念股持续拉升，合锻智能（603011）"10天6板"，安泰科技（000969）"3连板"；港口航运板块走强，南京港（002040）3分钟直线涨停。汽 车零部件、游戏、消费电子等板块回调明显。 截至收盘，上证指数跌0.19%，深证成指跌0.93%，创业板指跌1.11%。市场全天成交额超2.37万亿元。 黄金概念股逆势拉升 今日午后，黄金概念逆势拉升。豫光金铅涨停，股价创历史新高；西部黄金实现"3天2板"。 消息面上，北京时间10月13日，伦敦现货黄金盘中突破4070美元/盎司，现货白银盘中涨逾2%，逼近51.70美元/盎司，均创历史新高。 同时，国内主要品牌金饰价格水涨船高。今日，周大福足金饰品价格报1190元/克，老庙黄金品牌金饰为1189元/克；周生生报1188元/克，老凤 ...

Market Overview - On October 13, A-shares opened lower but closed higher, with the Shanghai Composite Index down 0.19%, the Shenzhen Component Index down 0.93%, and the ChiNext Index down 1.11%. The Sci-Tech Innovation 50 Index rose over 1% [1][2]. Sector Performance - The self-controlled industrial chain saw a significant surge, particularly in the rare earth permanent magnet sector, which experienced a wave of涨停 (limit-up) stocks. Other strong sectors included lithography machines, lithium batteries, rare metals, and operating systems, while robotics, consumer electronics, auto parts, and CRO concepts generally declined [2]. - Specific stocks in the rare earth permanent magnet sector, such as Galaxy Magnetic, New Lai Fu, and Northern Rare Earth, saw涨停, with over 10 stocks hitting the limit-up [2]. Trading Volume and Stock Movement - The total trading volume in the Shanghai and Shenzhen markets was 2.35 trillion yuan, a decrease of 160.9 billion yuan compared to the previous trading day, with over 3,600 stocks declining [2]. - Major inflows were observed in steel, banking, and non-ferrous metals sectors, with net inflows into Baogang Co., China Software, and Northern Rare Earth amounting to 1.758 billion yuan, 959 million yuan, and 724 million yuan, respectively. Conversely, significant outflows were noted in consumer electronics, auto parts, and batteries, with BYD, Luxshare Precision, and Seres facing net outflows of 1.424 billion yuan, 1.103 billion yuan, and 1.098 billion yuan, respectively [6]. Institutional Insights - Guotai Junan Securities noted that recent market fluctuations do not alter the long-term positive outlook for the stock market. External shocks leading to asset declines present a good opportunity to increase holdings in the Chinese market. The current trade risks are clearer compared to previous shocks, and domestic financial stability is more assured, suggesting that external disturbances will not end the upward trend. Short-term adjustments and structural opportunities coexist, with a continued positive outlook on technology growth, finance, and certain cyclical sectors [7]. - Guoyuan Securities highlighted that the rare earth sector is experiencing short-term rotations, with mid-term value reassessment driving upward volatility [7].

Group 1 - A total of 59 stocks reached the daily limit up today, with 12 stocks achieving consecutive limit ups [1] - 20 stocks attempted to limit up but failed, resulting in a limit up rate of 75% (excluding ST and delisted stocks) [1] - Focus stocks include controllable nuclear fusion concept stocks, with Hezhong Intelligent achieving 6 consecutive limit ups in 10 days, and Antai Technology achieving 3 consecutive limit ups [1] Group 2 - Lithium hexafluorophosphate concept stocks also showed strong performance, with Tianji Shares achieving 5 consecutive limit ups in 6 days, and Shida Shenghua achieving 3 consecutive limit ups in 5 days [1] - New Kai Lai concept stocks saw Shen Zhen Ye A achieving 4 consecutive limit ups in 8 days, and Xin Lai Ying Cai achieving a 20% limit up with 2 consecutive limit ups [1]

Core Viewpoint - The concept of controllable nuclear fusion stocks is experiencing a significant surge, with multiple companies seeing substantial stock price increases [1] Group 1: Stock Performance - Yongding Co. and Wangzi New Materials both reached the daily limit increase [1] - Hezhong Intelligent has achieved six consecutive trading limit increases over ten days [1] - Antai Technology has seen three consecutive trading limit increases [1] - Zhongzhou Special Materials and Lianchuang Optoelectronics have both risen over 8% [1] - Other companies such as Haheng Huaton, Xuguang Electronics, Guoguang Electric, Changfu Co., Baili Electric are also experiencing upward trends [1]

Core Viewpoint - Hefei Huaneng Intelligent Manufacturing Co., Ltd. has experienced significant stock performance, with a cumulative increase of 54.25% over the last 10 trading days, indicating strong market interest and potential investment opportunities [2] Trading Performance - The stock has recorded 6 limit-up days within the last 10 trading days, with a total turnover rate of 128.84% [2] - As of 9:42 AM, the stock's trading volume reached 66.5964 million shares, with a transaction value of 1.693 billion yuan, resulting in a turnover rate of 13.47% [2] - The latest total market capitalization of the stock is 12.934 billion yuan [2] Margin Trading Data - As of October 10, the margin trading balance for the stock is 427 million yuan, with a financing balance of 427 million yuan, reflecting a decrease of 25.8239 million yuan or 5.70% from the previous trading day [2] - Over the past 10 days, the margin trading balance has increased by 55.7144 million yuan, representing a growth of 14.99% [2] Institutional Activity - The stock has appeared on the Dragon and Tiger list four times due to significant trading activity, including a cumulative price deviation of 20% over three consecutive trading days [2] - Institutional investors have net bought 29.3243 million yuan, while total net purchases from brokerage seats amount to 197 million yuan [2] Company Background - Hefei Huaneng Intelligent Manufacturing Co., Ltd. was established on September 7, 1997, with a registered capital of 4.94414437 billion yuan [2]