| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603988 | 中电电机 | 38.13 | 10.01% | 15.13万 | | 5.67亿 | | 002196 | 方正电机 | 18.25 | 4.95% | 132.02万 | | 23.27亿 | | 002249 | 大洋电机 | 11.04 | 0.55% | 87.85万 | | 9.61亿 | | 000922 | 佳电股份 | 14.56 | 0.48% | 10.87万 | | 1.57亿 | | 920100 | 三协电机 | 67.13 | 0.22% | 8736.78 | | 5829.61万 | | 003021 | 兆威机电 | 123.04 | -0.09% | 4.17万 | | 5.09亿 | | 618809 | 神力股份 | 12.56 | -1.02% | 3.92万 | | 4937.44万 | | 002176 | 江特电机 | 10.25 | -1.06% | 69.29万 ...

Group 1: Profit Forecasts - Gan Li Pharmaceutical expects a net profit of 1.1 billion to 1.2 billion yuan for 2025, an increase of 78.96% to 95.23% year-on-year [1] - Astone Technology anticipates a net loss of 40 million to 60 million yuan for 2025, compared to a loss of 25.34 million yuan in the previous year [2] - JinkoSolar forecasts a net loss of 5.9 billion to 6.9 billion yuan for 2025 [6] - Time Space Technology expects a net loss of 235 million to 290 million yuan for 2025 [7] - Phi Li Hua predicts a net profit of 412 million to 472 million yuan for 2025, a year-on-year increase of 31.12% to 50.22% [8] - Southern Precision expects a net profit of 300 million to 370 million yuan for 2025, representing a growth of 1130% to 1417% [10] - Daikin Heavy Industries anticipates a net profit of 1.05 billion to 1.2 billion yuan for 2025, an increase of 121.58% to 153.23% [11] - Qianfang Technology expects a net profit of 250 million to 320 million yuan for 2025, recovering from a loss of 1.193 billion yuan in the previous year [18] - Bohai Leasing forecasts a net loss of 250 million to 500 million yuan for 2025, with a significant goodwill impairment loss expected [13] - Qujiang Cultural Tourism anticipates a net loss of 130 million to 165 million yuan for 2025 [31] Group 2: Corporate Announcements - Hualan Biological Engineering received approval for clinical trials of its recombinant shingles vaccine [3] - Baishan Nonferrous Metals announced the resignation of its chairman, Wang Pugong, due to work changes [4] - Binhai Energy plans to invest approximately 548 million yuan in two projects related to porous carbon and silicon-carbon anode materials [15] - Nankai Group signed a 296 million yuan equipment sales contract with Inner Mongolia Xijin Mining Co., Ltd. [16] - Tianhua New Energy is planning to issue H-shares and list on the Hong Kong Stock Exchange [12] - Xinneng Technology is also planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange [28] - Lu Wei Optoelectronics intends to raise no more than 1.38 billion yuan through a private placement [26]

Investment Rating - The report maintains a "Buy" rating for the mechanical equipment sector, indicating a positive outlook for the industry [6]. Core Insights - The low-altitude economy is experiencing significant growth, with the Guangdong-Hong Kong-Macao Greater Bay Area set to add 801 new low-altitude takeoff and landing points by 2025, and a logistics drone route network of 310 lines, showcasing a market potential of over one trillion yuan [3]. - The mechanical equipment sector shows strong competitive advantages for domestic leading companies, with forklift sales in December 2025 reaching 111,363 units, a slight year-on-year increase of 0.03%, while exports grew by 7.97% [3]. - The engineering machinery industry is expected to maintain steady growth, with total forklift sales in 2025 projected to be 1,451,768 units, a year-on-year increase of 12.9% [3]. Weekly Market Review - From January 11 to January 16, 2026, the Shanghai Composite Index fell by 0.45%, while the Shenzhen Component Index and the ChiNext Index rose by 1.14% and 1.00%, respectively. The Shenwan Mechanical Equipment Index increased by 1.91%, outperforming the CSI 300 Index by 2.48 percentage points, ranking fifth among 31 Shenwan first-level industries [2][11]. - Sub-sectors within mechanical equipment saw varied performance, with general equipment up by 3.11%, automation equipment up by 4.19%, while engineering machinery and rail transit equipment saw declines of 0.88% and 1.81%, respectively [11]. Key Sector Tracking - The low-altitude economy is supported by the timely establishment of safety standards, such as the Civil Unmanned Aerial Vehicle Parachute System Specification, which aims to enhance operational safety for drones in densely populated areas [3]. - The report highlights the competitive landscape for domestic leading companies in the mechanical equipment sector, emphasizing their strong position in both supply and demand [3]. Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, and Huasheng Group, among others [4]. - In the mechanical equipment sector, recommended companies include Sany Heavy Industry, XCMG, and Anhui Heli for engineering machinery, and Juxing Technology and Quanfeng Holdings for the export chain [4].

Investment Rating - The report maintains a "Recommended" investment rating for the mechanical industry, indicating a positive outlook for the sector [6]. Core Insights - The low-altitude economy is experiencing significant growth, with the Guangdong-Hong Kong-Macao Greater Bay Area set to add 801 new low-altitude takeoff and landing points by 2025, and a logistics drone route network of 310 lines, showcasing a market potential of over one trillion [3]. - The mechanical equipment sector is expected to maintain steady growth, supported by strong competitive advantages of domestic leading enterprises in both supply and demand [3]. - In December 2025, forklift sales reached 111,363 units, a slight year-on-year increase of 0.03%, with exports growing by 7.97% to 47,556 units [3]. Weekly Market Review - From January 11 to January 16, 2026, the Shanghai Composite Index fell by 0.45%, while the Shenzhen Component Index and the ChiNext Index rose by 1.14% and 1.00%, respectively. The Shenwan Mechanical Equipment Index increased by 1.91%, outperforming the CSI 300 Index by 2.48 percentage points, ranking fifth among 31 Shenwan first-level industries [11]. - Sub-sectors such as general equipment and automation equipment saw increases of 3.11% and 4.19%, respectively, while engineering machinery and rail transit equipment experienced declines of 0.88% and 1.81% [11]. Key Sector Tracking - The report highlights the low-altitude economy's rapid development alongside the establishment of critical safety standards, which are essential for the sustainable growth of the sector [3]. - The mechanical equipment sector's export chain remains robust, with a year-on-year growth of 13.4% in exports for 2025, indicating a positive trend for future growth [3]. Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, and Wan Feng Aowei [4]. - In the mechanical equipment sector, recommended companies include Sany Heavy Industry, XCMG, and Anhui Heli for engineering machinery, and Giant Star Technology and Quan Feng Holdings for the export chain [4].

证券日报网讯 1月21日，神力股份发布公告称，公司2025 年年度实现归属于上市公司股东的净利润预计 为 2，050.00 万元到 3，000.00 万元，与上年同期（法定披露数据）相比，将实现扭亏为盈。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 1月21日，神力股份发布公告称，本次减持计划实施前，厦门中略投资管理有限公司-中 略万新21号私募证券投资基金（简称"中略万新21号"）持有公司11，975，160股，占公司总股本的 5.50%。2026年1月21日，公司收到中略万新21号出具的《关于减持结果的告知函》，截至本公告披露 日，本次减持时间区间已届满，在减持计划实施期间内，中略万新21号通过集中竞价方式减持公司股份 1，088，650股，占公司总股本的0.50%。本次减持计划已完成。 ...

（文章来源：证券日报） 证券日报网讯 1月21日，神力股份在互动平台回答投资者提问时表示，公司主营业务为大中型电机（包 括电动机和发电机）定子、转子冲片和铁芯的研发及生产。公司的产品可应用于不同种类和型号的电 机，包括风力发电机、柴油发电机等，服务范围涉及风力发电及柴油发电等专用电机配套领域。 ...

神力股份（603819）(603819.SH)发布2025年年度业绩预盈公告，公司2025年年度实现归属于上市公司 股东的净利润预计为2050万元到3000万元，与上年同期(法定披露数据)相比，将实现扭亏为盈。报告期 内，公司积极开拓市场，销售收入持续增长。上年同期，因业绩承诺方砺剑防务技术集团有限公司未能 依照合同约定期限支付第三笔回购价款，进而计提坏账准备金，导致公司上年业绩亏损。 ...

神力股份(603819.SH)发布2025年年度业绩预盈公告，公司2025年年度实现归属于上市公司股东的净利 润预计为2050万元到3000万元，与上年同期(法定披露数据)相比，将实现扭亏为盈。报告期内，公司积 极开拓市场，销售收入持续增长。上年同期，因业绩承诺方砺剑防务技术集团有限公司未能依照合同约 定期限支付第三笔回购价款，进而计提坏账准备金，导致公司上年业绩亏损。 ...

（记者 曾健辉） 每经头条（nbdtoutiao）——特朗普强要格陵兰岛，丹麦一养老基金率先清仓美债，美国资产全线下 跌！欧洲手握"金融核按钮"，双方会"鱼死网破"吗？专家解读→ 每经AI快讯，神力股份1月21日晚间发布业绩预告，预计2025年年度实现归属于上市公司股东的净利润 为2050万元到3000万元，与上年同期相比，将实现扭亏为盈。上年同期归属于上市公司股东的净利润为 亏损3843.22万元；每股收益为亏损0.18元/股。业绩变动主要原因是，主营业务影响。报告期内，公司 积极开拓市场，销售收入持续增长。上年同期，因业绩承诺方砺剑防务技术集团有限公司未能依照合同 约定期限支付第三笔回购价款，进而计提坏账准备金，导致公司上年业绩亏损。非经营性损益的影响。 非经营性损益对公司本期业绩预盈没有重大影响。会计处理的影响。会计处理对公司本期业绩预盈没有 重大影响。 ...