证券之星消息，12月2日电网设备板块较上一交易日下跌0.89%，宏力达领跌。当日上证指数报收于 3897.71，下跌0.42%。深证成指报收于13056.7，下跌0.68%。电网设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002300 | 太阳电缆 | 7.78 | 10.04% | 55.43万 | 4.17亿 | | 603829 | 溶凯股份 | 26.99 | 5.93% | 13.40万 | 3.52亿 | | 300427 | 红相股份 | 9.27 | 5.58% | 134.08万 | 12.08亿 | | 300932 | 三友联众 | 12.70 | 5.31% | 15.56万 | 1.95亿 | | 002451 | 摩恩电气 | 11.02 | 4.55% | 81.53万 | 8.88亿 | | 300141 | 和顺电气 | 11.85 | 3.13% | 12.57万 | 1.48亿 | | 605196 | 不要线流 | 34.48 ...

Group 1 - The core point of the article is that Shanghai Tiansai Electric Technology Co., Ltd. plans to reduce its holdings in Luokai Co., Ltd. by selling up to 500,000 shares, which represents approximately 0.2684% of the total share capital of Luokai [1] - As of the announcement date, Tiansai Electric holds about 8.17 million shares of Luokai, accounting for approximately 4.39% of Luokai's total share capital, all acquired before the IPO [1] - Luokai's market capitalization is reported to be 4.3 billion yuan [1] Group 2 - For the year 2024, Luokai's revenue composition is entirely from the manufacturing of power distribution and control equipment, with a 100% share [1]

Economic Information - China's textile and apparel exports from January to October 2025 totaled $243.95 billion, a decrease of 1.6%. In October alone, exports were $22.26 billion, down 12.6% [2][6] - The Shanghai Cyberspace Administration has launched a special enforcement action to address the misuse of AI technologies, focusing on compliance to support the high-quality development of emerging industries. During this action, 54 apps utilizing generative AI technology were removed from local app stores [2][6] Company Alerts - ST Changyuan's chairman Qiao Wenjian has been detained for suspected job-related violations [4] - Saiwei Electronics' second-largest shareholder, the Big Fund, reduced its stake by 1.07% from September 23 to November 24 [4][6] - Yidian Tianxia's second-largest shareholder, Ningbo Zhongdianyi Enterprise Management Partnership, sold shares during a period of stock volatility [4][6] - Wireless Media's shareholders plan to reduce their holdings by up to 4.70% [4][6] - Huifa Foods' shareholder Hui Xiping intends to reduce his stake by up to 3% [4][6] - Dongfang Ocean's shareholder Guoyuan Fund plans to reduce its stake by up to 3% [4][6] - Other companies with shareholders planning to reduce stakes include Dinglong Co., Xinghui Entertainment, Zhongke Information, and others, with reductions ranging from 0.04% to 4.70% [4][6] Overseas Alerts - JPMorgan's commodity research head, Natasha Kaneva, indicated that without intervention, the global oil market will face a surplus of 2.8 million barrels per day next year, and 2.7 million barrels per day by 2027. Under these conditions, Brent crude oil prices could drop below $60 per barrel in 2026 and end the year at over $40 per barrel. By 2027, the average price may fall to $42 per barrel, potentially dropping to the $30 range by year-end [3][6] - German Chancellor Merz stated that the U.S. proposed peace plan for Ukraine is unlikely to be finalized by the 27th, with only small-scale progress expected in the coming days [2][3]

Core Insights - On November 24, several A-share listed companies disclosed their shareholding changes, with some announcing share buybacks while others reported share reductions [1][2] Summary of Buybacks - Zhongchumai's controlling shareholder plans to increase holdings between 42 million to 80 million yuan - Lege Co., Ltd.'s controlling shareholder intends to buy back shares worth 40 million to 80 million yuan - Naxinwei plans to repurchase shares valued at 200 million to 400 million yuan - Jichuan Pharmaceutical aims to buy back shares worth 25 million to 50 million yuan [2] Summary of Reductions - Zhongtian Rocket's seventh and eighth largest shareholders collectively reduced their holdings by 1.2565 million shares - Wuxian Media's shareholders plan to reduce their holdings by no more than 4.70% - Shenwei Electronics has seen recent share reductions by the National Integrated Circuit Industry Investment Fund - Zhongji Xuchuang's Wang Xiaodong has cumulatively reduced 708,600 shares at an average price of 414.24 yuan per share - Dinglong Co., Ltd.'s directors Yang Pingcai and Yao Hong plan to reduce their holdings by no more than 0.04% - Dongfang Ocean's shareholder Guoyuan Fund intends to reduce holdings by no more than 3% - Xinghui Entertainment's shareholders plan to reduce their holdings by no more than 2.90% - Zhongke Information's directors Shi Zhiming and Wang Xiaodong plan to reduce their holdings by no more than 0.11% - Hongfuyun's controlling shareholder Zhang Dingwu intends to reduce holdings by no more than 2.00% - Huifa Food's shareholder Hui Xiping plans to reduce holdings by no more than 3% - Yidian Tianxia's second largest shareholder has sold company shares during stock fluctuations - Xinlaifu's shareholder Xinlaifu Asset Management Plan intends to reduce holdings by no more than 0.83% - Huitong Co., Ltd.'s shareholder Tong'an Fund plans to reduce holdings by no more than 1% - Changjiang Materials' largest shareholder and actual controller Xiong Ying reduced 190,000 shares on November 21 - Luokai Co., Ltd.'s shareholder Tiansai Electric plans to reduce holdings by no more than 0.2684% - Yaopi Glass's shareholder China Composite Materials plans to reduce holdings by no more than 2.2619% [2]

Core Points - 洛凯股份 announced that 上海添赛电气科技有限公司 holds 8,173,700 shares, accounting for 4.3882% of the total share capital [2] - 添赛电气 plans to reduce its holdings by up to 500,000 shares, which is no more than 0.2684% of the total share capital, within three months after the announcement [2] - The reduction will be executed through centralized bidding on the Shanghai Stock Exchange, with the selling price determined by the market price at the time of the sale [2]

格隆汇11月24日丨洛凯股份(603829.SH)公布，出于自身资金需求，添赛电气计划自本公告披露之日起 15个交易日后的3个月内通过上海证券交易所交易系统以集中竞价交易的方式减持公司股份不超过50万 股，即不超过公司总股本的0.2684%，减持价格按照减持实施时的市场价格确定。 ...

Core Viewpoint - The announcement from Lokai Co., Ltd. indicates that its shareholder, Shanghai Tiansai Electric Technology Co., Ltd., plans to reduce its stake in the company due to funding needs, specifically by selling up to 500,000 shares, which represents approximately 0.2684% of the total shares held [1] Summary by Relevant Sections - **Shareholder Information** - Shanghai Tiansai Electric Technology Co., Ltd. holds 8.1737 million shares, accounting for 4.3882% of Lokai Co., Ltd., all acquired prior to the IPO [1] - **Reduction Plan** - The planned reduction will occur between December 17, 2025, and March 16, 2026, through centralized bidding on the Shanghai Stock Exchange [1] - The selling price will be determined based on the market price at the time of the sale [1]

证券代码：603829 证券简称：洛凯股份 公告编号：2025-083 江苏洛凯机电股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东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。 重要内容提示： 大股东的基本情况：截至本公告披露日，上海添赛电气科技有限公司（以 下简称"添赛电气"）持有江苏洛凯机电股份有限公司（以下简称"洛凯股份" 或"公司"）8,173,700 股，占洛凯股份总股本的 4.3882%，所持股份均为 IPO 前 取得。 减持计划的主要内容：出于自身资金需求，添赛电气计划自本公告披露 之日起 15 个交易日后的 3 个月内通过上海证券交易所交易系统以集中竞价交易 的方式减持公司股份不超过 500,000 股，即不超过公司总股本的 0.2684%，减持 价格按照减持实施时的市场价格确定。 | 股东名称 | 上海添赛电气科技有限公司 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 | √否 | | | 直接持股 5%以上股东 | □是 | √否 ...

江苏洛凯机电股份有限公司 简式权益变动报告书 上市公司名称：江苏洛凯机电股份有限公司 股票上市地点：上海证券交易所 股票简称：洛凯股份 股票代码： 603829 信息披露义务人：上海添赛电气科技有限公司 住所：上海市崇明区中兴镇兴工路37号7号楼1888室（上海广福经济开发区） 通讯地址：上海市长宁区协和路1358号建滔广场上海二期A座3楼 权益变动性质：持股比例减少（减持、可转债转股） 签署日期：2025年11月21日 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违反 信息披露义务人公司章程或者内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》《公开发行证 券的公司信息披露内容与格式准则第 15 号——权益变动报告书》的规定，本报告 书已全面披露了信息披露义务人在江苏洛凯机电股份有限公司中拥有权益的股 份变动情况。截至本报告书签署日，除本报告书披露的信息外，信息披露义务人没 有通过任何其他方式增加或减少其在江苏洛凯机电股份有限公司中拥有权益的 股份。 四、本次权益变动是根据本报告书所载明的资料进行的。信息披露义务人没有 委托或者授权任何其他人提 ...

Group 1 - The core point of the article is that 洛凯股份 (603829.SH) announced that 添赛电气 plans to reduce its shareholding in the company by up to 500,000 shares, which represents approximately 0.2684% of the total share capital [1] - The share reduction will take place through centralized bidding on the Shanghai Stock Exchange within three months from the announcement date, starting 15 trading days after the disclosure [1] - The reduction price will be determined based on the market price at the time of the share reduction [1]