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) ...

Core Viewpoint - The Shanghai Composite Index rose by 0.41%, with 60 stocks reaching historical closing highs, indicating a positive market sentiment and strong performance in specific sectors [1][2]. Group 1: Market Performance - Among the tradable A-shares today, 2,683 stocks increased in price, accounting for 49.28%, while 2,612 stocks decreased, making up 47.98% [1]. - A total of 83 stocks hit the daily limit up, while 27 stocks hit the limit down [1]. - The average closing price of stocks that reached historical highs was 70.64 yuan, with 11 stocks priced over 100 yuan and 22 stocks priced between 50 yuan and 100 yuan [1]. Group 2: Sector Analysis - The sectors with the highest concentration of stocks reaching historical highs included machinery equipment (13 stocks), electronics (13 stocks), and power equipment (6 stocks) [1]. - Notable stocks with significant price increases included Tianli Composite, Chaojie Co., and Boying Special Welding, with daily increases of 30%, 20%, and 19.99% respectively [2]. Group 3: Capital Flow - The total net inflow of main funds into stocks that reached historical highs was 3.564 billion yuan, with 38 stocks experiencing net inflows [2]. - The stocks with the highest net inflows included Dongshan Precision (1.12 billion yuan), Shijia Photon (458 million yuan), and Shunhao Co. (374 million yuan) [2]. - Conversely, 19 stocks saw net outflows, with Yongding Co. leading at 576 million yuan [2]. Group 4: Market Capitalization - The average total market capitalization of stocks that reached historical highs was 31.271 billion yuan, while the average circulating market capitalization was 27.688 billion yuan [2]. - Stocks with the highest total market capitalization included Dongshan Precision (155.43 billion yuan), Cangge Mining (113.97 billion yuan), and Guodian Power (105.23 billion yuan) [2]. Group 5: Stock Performance Highlights - Notable stocks that reached historical highs included: - Tianli Composite: 60.84 yuan, up 30% - Chaojie Co.: 96.78 yuan, up 20% - Boying Special Welding: 57.62 yuan, up 19.99% [3][4]. - Other significant performers included Sui Rui New Materials and Qiaoyuan Co., with increases of 17.58% and 16.89% respectively [2].

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]

Group 1: Company Updates - Moer Thread (688795.SH) is currently in the research phase for new products and architectures, with mass production and revenue generation expected to take some time [1] - Reascent Technology (603601.SH) currently has no orders on hand for its "high silicon oxygen fiber products" [1] - Sanfu Co., Ltd. (603938.SH) plans to invest 280 million yuan to gain control of its subsidiary Sanfu New Materials [1] Group 2: Contract Awards - *ST Jiaotou (002200.SZ) has been pre-awarded the total contracting for the second sewage treatment plant and supporting pipeline project in Zhenxiong County [1] - Jinzhi Technology (002090.SZ) has won projects totaling 76.172 million yuan [1] Group 3: Equity Transactions - Xinxing Casting (000778.SZ) plans for its subsidiary to acquire 100% equity of China Resources Steel [1] - Yicheng New Energy (300080.SZ) intends to acquire 7.6923% equity of Kaifeng Times [1] Group 4: Share Buybacks - Hangcai Co., Ltd. (688563.SH) plans to repurchase shares worth 50 million to 100 million yuan [1] - Xingyu Co., Ltd. (601799.SH) intends to repurchase shares worth 200 million to 300 million yuan [1] Group 5: Shareholding Changes - Sunshine Dairy (001318.SZ) has a controlling shareholder's concerted action party planning to reduce its stake by no more than 3% [1] - Luokai Co., Ltd. (603829.SH) has investors planning to collectively reduce their stake by no more than 3% [1] - Zhenlan Instrument (301303.SZ) has Gu Liyan planning to increase its stake by 10 million to 20 million yuan [1] Group 6: Other Announcements - Chunguang Technology (603657.SH) plans to raise no more than 776 million yuan through a private placement [2] - Whirlpool (600983.SH) intends to sign an asset acquisition agreement with Galanz Home Appliances [2]

Mergers and Acquisitions - Xinxing Ductile Iron Pipes announced that its wholly-owned subsidiary, Wuhu Xinxing, intends to acquire 100% equity of Jiangyin China Resources Steel for a transaction price of 1.244 billion yuan. Upon completion, Wuhu Xinxing will directly hold 100% equity of China Resources Steel, which will be included in the company's consolidated financial statements [1] - Whirlpool announced plans to purchase assets related to the washing machine business from its controlling shareholder, Guangdong Galanz Home Appliance Manufacturing Co., Ltd., for cash. This acquisition includes fixed assets, patents, proprietary technologies, and products. After the transaction, there will be no substantial competition between Galanz and Whirlpool [2] - Zhaoxin Co., Ltd. announced that it signed a share acquisition intention agreement to acquire 70% equity of Youde New Energy for 220 million yuan. Following the transaction, Youde New Energy will become a subsidiary of Zhaoxin [3] - Landun Optoelectronics announced the termination of its plan to purchase equity in Shanghai Star Thinking Semiconductor Co., Ltd. for 80 million yuan after negotiations with Zhuhai Luoheng [4] Shareholding Changes - Luokai Co., Ltd. announced that shareholders Luohui Investment, Luoteng Investment, and Luosheng Investment plan to collectively reduce their holdings by up to 558,800 shares, representing no more than 3% of the company's total share capital [5] - Sunshine Dairy announced that its shareholder, Nanchang Zhihhe Enterprise Management Center (Limited Partnership), plans to reduce its holdings by up to 847,980 shares, accounting for 3% of the company's total share capital through both centralized bidding and block trading [6] - Guokewi announced that four directors and senior executives plan to reduce their holdings by no more than 0.02% of the shares each [7]