具体来看，今日上榜营业部中，第一大买入营业部为高盛(中国)证券有限责任公司上海浦东新区世纪大 道证券营业部，买入金额为1518.34万元，第一大卖出营业部为国泰海通证券股份有限公司总部，卖出 金额为2833.63万元。 近半年该股累计上榜龙虎榜8次，上榜次日股价平均跌2.12%，上榜后5日平均涨0.04%。 资金流向方面，今日该股主力资金净流出9250.98万元，其中，特大单净流出7885.21万元，大单资金净 流出1365.78万元。近5日主力资金净流出1.26亿元。 洛凯股份(603829)今日下跌9.97%，全天换手率9.15%，成交额4.26亿元，振幅11.89%。龙虎榜数据显 示，营业部席位合计净卖出4341.80万元。 上交所公开信息显示，当日该股因日跌幅偏离值达-10.51%上榜，营业部席位合计净卖出4341.80万元。 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1.47亿元，其中，买入成交额为5204.05 万元，卖出成交额为9545.84万元，合计净卖出4341.80万元。 洛凯股份12月24日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | ...

| 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 国泰海通证券股份有限公司总部 | 1327.68 | | | 买二 | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券 营业部 | 921.15 | | | 买三 | 中国银河证券股份有限公司总部 | 770.09 | | | 买四 | 华鑫证券有限责任公司上海分公司 | 455.93 | | | 买五 | 招商证券股份有限公司深圳招商证券大厦证券营业部 | 449.10 | | | 卖一 | 东吴证券股份有限公司苏州干将东路证券营业部 | | 2484.77 | | 卖二 | 国泰海通证券股份有限公司杭州延安路证券营业部 | | 1703.20 | | 卖三 | 中信证券股份有限公司深圳滨海大道证券营业部 | | 1188.97 | 具体来看，今日上榜营业部中，第一大买入营业部为国泰海通证券股份有限公司总部，买入金额为 1327.68万元，第一大卖出营业部为东吴证券股份有限公司苏州干将东路证券营业部，卖出金额为 2484.77万元。 ...

江苏洛凯机电股份有限公司 2025 年第三次临时股东大会 会议文件 | 2025 年第三次临时股东大会会议须知 | 3 | | --- | --- | | 年第三次临时股东大会会议议程 2025 | 5 | | 议案一：关于增加注册资本、取消监事会、调整董事会人数并修订《公 | | | 司章程》的议案 | 7 | | 议案二：关于增选第四届董事会独立董事的议案 9 | | | 议案三：关于修订《股东大会议事规则》的议案 10 | | | 议案四：关于修订《董事会议事规则》的议案 | 11 | | 议案五：关于修订《独立董事工作制度》的议案 12 | | | 议案六：关于修订《对外担保管理制度》的议案 13 | | | 议案七：关于修订《关联交易管理制度》的议案 14 | | | 议案八：关于修订《对外投资管理制度》的议案 15 | | | 议案九：关于修订《募集资金管理制度》的议案 16 | | | 议案十：关于修订《控股股东和实际控制人行为规范》的议案 17 | | | 议案十一：关于修订《会计师事务所选聘制度》的议案 18 | | | 议案十二：关于修订《董事、监事、高级管理人员行为准则》的议案 | | ...

证券代码：603829 证券简称：洛凯股份 公告编号：2025-090 因江苏洛凯机电股份有限公司（以下简称"公司"）内部通讯线路调整，公 司自即日起正式启用新的投资者联系电话，具体如下： 变更前投资者联系电话：0519-88794263 变更后投资者联系电话：0519-86020285 除上述变更外，公司办公地址、投资者电子邮箱等其他联系方式保持不变。 敬请广大投资者关注以上变更，由此给您带来的不便，敬请谅解。欢迎广大投资 者通过上述渠道与公司沟通交流。 特此公告。 江苏洛凯机电股份有限公司董事会 2025 年 12 月 16 日 江苏洛凯机电股份有限公司 关于变更投资者联系电话的公告 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个别及连带责任。 ...

洛凯股份(603829.SH)现跌5.1%报31.47元，暂成交2.4亿元，最新市值58.6亿元，年内仍累涨超1.3倍。该 股上周五(12月12日)盘中曾高见34元，股价创历史新高。 洛凯股份近日公告，股东洛辉投资及其一致行动人洛腾投资、洛盛投资合计持有公司47.03%股份，出 于自身资金需求，洛辉投资、洛腾投资、洛盛投资计划通过集中竞价、大宗交易方式合计减持公司股份 不超过558.8万股，即不超过公司总股本的3%。上述股东均为公司实际控制人最终控制的企业。(格隆 汇) ...

沪指今日上涨0.41%，60股收盘价创历史新高。 今日可交易A股中，股价上涨的有2683只，占比49.28%，下跌的有2612只，占比47.98%，其中，涨停的 有83只，跌停的有27只。 创新高的能力是衡量股价强弱的指标之一，今日收盘创历史新高个股中，有些个股股价呈不断突破新高 的走势，从近一个月创新高次数看，斯瑞新材近一个月收盘有13次创新高，力聚热能、亚翔集成、洛凯 股份近一个月分别有13次、11次、10次创新高。（数据宝） 今日收盘价创历史新高股一览 | 代码 | 简称 | 收盘价（元） | 日涨跌幅（%） | 所属行业 | | --- | --- | --- | --- | --- | | 920576 | 天力复合 | 60.84 | 30.00 | 有色金属 | | 301005 | 超捷股份 | 96.78 | 20.00 | 汽车 | | 301468 | 博盈特焊 | 57.62 | 19.99 | 机械设备 | | 688102 | 斯瑞新材 | 34.45 | 17.58 | 有色金属 | | 301286 | 侨源股份 | 44.92 | 16.89 | 基础化工 | | 92096 ...

Investment Rating - The report maintains an "Overweight" rating for the power equipment and new energy industry [2][48]. Core Viewpoints - The Central Economic Work Conference emphasized the need to deepen the rectification of "involution" competition, particularly in the photovoltaic industry, which is expected to accelerate the exit of backward production capacity and promote the recovery of industry profit margins [4][43]. - The report suggests focusing on leading new energy companies that excel in technology and scale [4][43]. Market Review - As of December 11, 2025, the Shenwan Power Equipment industry rose by 1.32% over the past two weeks, outperforming the CSI 300 index by 0.51 percentage points, ranking 12th among 31 industries [11]. - Year-to-date, the Shenwan Power Equipment sector has increased by 40.05%, surpassing the CSI 300 index by 24.36 percentage points, ranking 5th among 31 industries [11]. - The wind power equipment sector increased by 5.79%, while the photovoltaic equipment sector decreased by 0.82% in the last two weeks [16]. Valuation and Industry Data - As of December 11, 2025, the price-to-earnings (PE) ratio for the power equipment sector is 32.90 times [24]. - The PE ratios for sub-sectors are as follows: Electric Motor II at 56.45 times, Other Power Equipment II at 51.83 times, Photovoltaic Equipment at 30.06 times, Wind Power Equipment at 33.63 times, Battery at 32.83 times, and Grid Equipment at 28.49 times [24]. Company Announcements - The report highlights significant projects and developments, including the approval of the Zhejiang UHV AC Ring Network Project with a total investment of 29.3 billion yuan, which is the highest for a single UHV AC project in China [38][39]. - The report also notes various company announcements regarding share repurchases and changes in control, indicating active corporate governance within the sector [42][43]. Weekly Perspective - The report reiterates the importance of adhering to the "dual carbon" goals and promoting a comprehensive green transition, with a focus on energy efficiency and carbon reduction in key industries [4][43]. - It emphasizes the need for technological innovation and quality improvement in the photovoltaic sector, moving away from mere scale expansion [4][43].

Group 1 - Lu Kang Pharmaceutical plans to increase capital by 109 million yuan to its wholly-owned subsidiary Bio-Pesticide Company and 27 million yuan to Ze Run Company, aiming to expand its pesticide and sales sectors [1] - Hui Green Ecology intends to sell two properties in Ningbo for 12.52 million yuan, expecting a net profit impact of approximately 6.23 million yuan from the transaction [2] - Tianyuan Co., Ltd. plans to invest 185 million yuan in an intelligent upgrade project for its titanium dioxide production facilities [3] Group 2 - Metro Design has received approval from the Shenzhen Stock Exchange for its share issuance to acquire 100% equity of Guangzhou Metro Engineering Consulting Co., Ltd. for 511 million yuan [4] - South Network Energy announced a mid-term profit distribution plan for 2025, proposing a cash dividend of 0.07 yuan per 10 shares [5] - Qibin Group plans to establish two wholly-owned subsidiaries in Shenzhen with a registered capital of 100 million yuan each [6] Group 3 - All New Good received an administrative regulatory decision from the Shenzhen Securities Regulatory Bureau due to issues in financial accounting and information disclosure [7] - Luokai Co., Ltd. announced that its shareholders plan to reduce their holdings by up to 3% of the company's shares [8][9] - Jincheng Pharmaceutical's actual controller received an administrative penalty from the CSRC for stock manipulation, leading to the resignation of the chairman [10] Group 4 - Yicheng New Energy intends to acquire a 7.69% stake in Kaifeng Times for 10 million yuan, enhancing its strategic development [11] - Yujing Co., Ltd. signed a sales contract worth approximately 28.6 million USD with an overseas photovoltaic company [12] - Nuocheng Jianhua's TRK inhibitor, Zoltracitinib, has been approved for market entry in China [13] Group 5 - Nandu Power announced that its controlling shareholder is planning a change in control, leading to a temporary suspension of its stock [14] - Xinxing Casting plans to acquire 100% equity of China Resources Steel for 1.244 billion yuan to focus on special steel development [15] - Xinlitai is planning to issue H-shares and list on the Hong Kong Stock Exchange [16] Group 6 - Blue Fan Medical's subsidiary received approval for a new medical device, the coronary artery scoring balloon dilation catheter [18] - China Iron & Steel plans to establish a joint venture with several companies to provide new energy transportation solutions with a registered capital of 500 million yuan [19] - Jifeng Technology intends to sign a cooperation framework agreement with Dongtai Lianfei for a total transaction amount not exceeding 100 million yuan [20] Group 7 - Zhongwei Electronics announced a change in its actual controller, with stock resuming trading [21] - Weihong Co., Ltd. plans to reduce its holdings by up to 1.15% of the company's shares [22] - Te Fa Information received a criminal judgment related to a fraud case involving the acquisition of Shenzhen Te Fa Dongzhi Technology Co., Ltd. [23] Group 8 - Sunshine Dairy's controlling shareholder's concerted action plans to reduce holdings by up to 3% of the company's shares [24] - Meikailong reported that Taobao Holdings and New Retail Fund collectively reduced their H-shares by 30.616 million shares [25] - Xinjubang plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [26] Group 9 - Beite Technology's application for issuing A-shares to specific objects has been approved by the Shanghai Stock Exchange [28] - Victory Energy's controlling shareholder is planning a change in control, with stock resuming trading [29] - Jiutian Pharmaceutical signed a patent and technology transfer agreement for a small molecule analgesic drug project, with a total transfer fee not exceeding 400 million yuan [29]

| | | 12月11日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 摩尔线程 | 目前新产品和新架构均处于在研阶段。 | | | 再升科技 | 目前"高硅氧纤维产品"暂无在手订单 | | 签约项目 | 三孚股份 | 拟2.8亿元增资控股子公司三孚新材料 | | 合同中标 | *ST交投 | 预中标镇雄县第二污水处理厂及配套管网工程工程总承包 | | 股权转让 | 易成新能 | 拟收购开封时代7.6923%股权 | | 回购 | 星宇股份 | 拟2亿元-3亿元回购公司股份 | | 增减持 | 洛凯股份 | 洛辉投资、洛腾投资、洛盛投资拟合计减持不超3%公司股份 | | 其他 | 春光科技 | 拟定增募资不超7.76亿元 | | | 惠而浦 | 拟与格兰仕家用电器签署《资产收购协议》 早 簡屋に | 【热点】 摩尔线程(688795.SH)：目前新产品和新架构均处于在研阶段，量产及产生收入仍需一定时间 再升科技(603601.SH)：目前"高硅氧纤维产品"暂无在手订单 【项目投资】 三孚股份(603938.SH)：拟2.8亿元增资控股子公司三孚新材 ...

并购重组 新兴铸管：子公司芜湖新兴拟以12.44亿元收购华润制钢100%股权 新兴铸管公告称，下属全资子公司芜湖新兴铸管有限责任公司拟收购江阴华润制钢有限公司100%股权，交易对价12.44亿元。本次交易完成后，公司全资 子公司芜湖新兴将直接持有华润制钢100%股权，华润制钢纳入公司合并报表范围。 惠而浦：拟以现金方式购买控股股东格兰仕家用电器洗衣机业务有关资产 惠而浦公告称，公司拟以现金方式购买控股股东广东格兰仕家用电器制造有限公司的洗衣机（含干衣机）业务有关资产，包括固定资产、专利、专有技术 和产品。本次资产收购完成后，格兰仕家用电器及其实际控制人与公司不再存在实质性同业竞争。此外，格兰仕家用电器拟以全球范围内独占使用许可的 方式将洗衣机业务有关商标许可给公司使用。本次关联交易已经公司2025年第三次临时董事会审议通过，尚需提交公司股东大会审议。 兆新股份：拟以2.2亿元现金收购优得新能源70%股权 兆新股份公告称，公司12月10日与交易对方签署《股权收购意向协议》，拟以2.2亿元现金收购优得新能源70%股权，交易完成后标的公司将成为控股子 公司。 蓝盾光电：终止购买上海星思半导体有限责任公司股权 每经记 ...