Core Viewpoint - The three major stock indices collectively rose, with the Shanghai Composite Index increasing by over 1% to surpass 3900 points, and the ChiNext Index rising by over 3% [1] Group 1: Market Performance - The Shanghai Composite Index rose over 1% and returned above 3900 points [1] - The ChiNext Index experienced a rise of over 3% [1] Group 2: Sector Movement - Deep earth economy concept stocks showed collective movement, with Zhongyu Technology hitting the daily limit, and companies like Shenkai Co., Shihua Machinery, and Deshi Co. achieving two consecutive limit-ups [1] Group 3: Policy and Industry Focus - The Ministry of Natural Resources announced that during the 14th Five-Year Plan period, the focus of natural resource standardization work will be on accelerating the standardization of emerging and future industries, particularly in deep sea and deep earth sectors [1] - The development and utilization of deep earth resources primarily concentrate on the mining and use of deep earth mineral resources and the construction and exploration of deep space [1]

Market Overview - The specialized equipment sector increased by 2.67% on October 21, with DeShi Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Key Stocks Performance - DeShi Co., Ltd. (301158) closed at 25.66, up 20.02% with a trading volume of 187,300 shares and a transaction value of 479 million [1] - Guangli Technology (300480) closed at 18.25, up 10.67% with a trading volume of 335,900 shares [1] - Other notable performers include: - Zhongxin Chegong (601608) at 6.90, up 10.05% - ShenKai Co., Ltd. (002278) at 11.21, up 10.01% - Daqiao Crane (002523) at 4.29, up 10.00% [1] Capital Flow Analysis - The specialized equipment sector saw a net inflow of 1.329 billion in main funds, while retail investors experienced a net outflow of 783 million [2][3] - The main funds' net inflow for Tianqiao Crane (002523) was 145 million, representing 31.24% of its total [3] - Taiyuan Heavy Industry (600169) had a main fund net inflow of 127 million, accounting for 35.81% [3] Summary of Individual Stock Movements - The following stocks experienced significant movements: - ShenKai Co., Ltd. (002278) had a main fund net inflow of 104 million, with a retail net outflow of 50 million [3] - Shandong Molong (002490) saw a main fund net inflow of 7368.23 million, with retail outflows of 3724.53 million [3] - Overall, the specialized equipment sector showed a mixed capital flow, with main funds favoring certain stocks while retail investors withdrew [2][3]

两市涨停股一览 | 代码 | 简称 | 收盘价（元） | 换手率（%） | 涨停板封单（万股） | 封单资金（万元） | 行业 | | --- | --- | --- | --- | --- | --- | --- | | 002767 | 先锋电子 | 25.03 | 21.00 | 1843.57 | 46144.56 | 机械设备 | | 002278 | 神开股份 | 11.21 | 6.33 | 3482.52 | 39039.05 | 机械设备 | | 000852 | 石化机械 | 7.72 | 2.95 | 3253.65 | 25118.19 | 机械设备 | | 002602 | ST华通 | 18.19 | 2.06 | 1317.74 | 23969.75 | 传媒 | | 600667 | 太极实业 | 8.91 | 9.42 | 2611.22 | 23266.01 | 建筑装饰 | | 600745 | 闻泰科技 | 41.71 | 14.01 | 508.28 | 21200.16 | 电子 | | 002097 | 山河智能 | 13.81 | 10.12 | 1530.49 ...

Group 1 - The marine economy concept has seen a strong surge, with companies like DeShi Co., CITIC Heavy Industries, ShenKai Co., and Petrochemical Machinery hitting the daily limit, indicating a robust market response [1] - The Ministry of Natural Resources has announced plans to strengthen standards for the protection and utilization of nine resource categories during the "14th Five-Year Plan" period, focusing on emerging fields such as marine carbon sinks and smart city standards [1] - East China Securities highlights the increasing technological attributes of the deep-sea industry, reflecting a trend towards high-end and precise upgrades driven by technological breakthroughs [1] Group 2 - The upstream of the deep-sea technology industry chain includes raw materials and key components, which provide foundational support for midstream equipment manufacturing [2] - In the civilian sector, the deep-sea underwater equipment system encompasses four major systems: observation and detection, construction operations, oil and gas production, and mineral development [2] - The downstream applications of deep-sea technology include a deep-sea information system that meets both military and civilian needs, featuring components like underwater communication networks and underwater positioning navigation facilities [2]

（文章来源：每日经济新闻） 每经AI快讯，10月21日，可燃冰板块多股高开，德石股份逼近20C%涨停，神开股份、石化机械竞价涨 停，中海油服、潜能恒信等跟涨。 ...

Core Insights - The early trading session saw significant gains in the deep earth technology sector, with multiple companies experiencing notable increases in stock prices [1] Company Performance - ShenKong Co. and Shihua Machinery achieved a two-day consecutive limit-up in stock prices [1] - DeShi Co., HengLi Drilling Tools, QianNeng HengXin, and ZhongXin Heavy Industry also reported substantial gains, leading the market in terms of percentage increase [1]

Core Viewpoint - The energy sector, including shale gas and combustible ice, has opened higher, with significant stock price increases for several companies [1] Company Performance - ShenKong Co., Ltd. and Petrochemical Machinery both reached the daily limit increase in stock price [1] - DeShi Co., Ltd. saw a stock price increase of over 15% [1] - ZhongYu Technology experienced a stock price rise of over 10% [1] - New Jin Power, AnKong Technology, and Shandong Molong also showed upward movement in stock prices [1]

Group 1 - The combustible ice concept sector rose by 3.86%, ranking second among concept sectors, with 10 stocks increasing, including DeSheng Co., which hit the daily limit, and ShenKong Co. and Petrochemical Machinery also reaching the limit [1] - Leading stocks in the combustible ice sector included QianNeng HengXin, HaiMo Technology, and XinJin Power, which rose by 3.63%, 3.57%, and 2.21% respectively [1] - The stocks with the largest declines included NanSteel Co., Guangzhou Development, and China International Marine Containers, which fell by 0.58%, 0.14%, and 0.12% respectively [1] Group 2 - The combustible ice sector saw a net inflow of 305 million yuan from main funds today, with six stocks receiving net inflows, and five stocks exceeding 10 million yuan in net inflow [2] - ShenKong Co. led the net inflow with 161 million yuan, followed by China Petroleum & Chemical Corporation, Petrochemical Machinery, and DeSheng Co. with net inflows of 65.33 million yuan, 51.01 million yuan, and 42.43 million yuan respectively [2] - The net inflow ratios for ShenKong Co., Petrochemical Machinery, and DeSheng Co. were 44.51%, 24.72%, and 17.80% respectively [3] Group 3 - The top stocks in the combustible ice sector based on net inflow included ShenKong Co. with a daily increase of 10.04% and a turnover rate of 10.98%, followed by Petrochemical Machinery with a 10.03% increase and a turnover rate of 3.25% [3] - Other notable stocks included China Petroleum & Chemical Corporation, which increased by 1.11% with a turnover rate of 0.15%, and DeSheng Co., which increased by 19.98% with a turnover rate of 8.25% [3] - Stocks with declines included NanSteel Co. with a decrease of 0.58% and a turnover rate of 0.50%, and Guangzhou Development with a decrease of 0.14% and a turnover rate of 0.76% [4]

Market Overview - The specialized equipment sector increased by 1.67% on October 20, with DeShi Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] Top Gainers in Specialized Equipment Sector - DeShi Co., Ltd. (301158) closed at 21.38, up 19.98% with a trading volume of 120,800 shares and a transaction value of 238 million [1] - Diwei Er (688377) closed at 41.00, up 11.72% with a trading volume of 38,200 shares [1] - ShenKai Co., Ltd. (002278) closed at 10.19, up 10.04% with a trading volume of 366,800 shares [1] - Other notable gainers include ShiHua Machinery (000852) and BeiFang Co. (600262), both showing increases of over 10% [1] Market Capital Flow - The specialized equipment sector experienced a net outflow of 102 million from institutional investors and 446 million from speculative funds, while retail investors saw a net inflow of 548 million [2] - The overall capital flow indicates a mixed sentiment, with retail investors actively buying into the sector despite the outflows from larger institutional and speculative investors [2] Individual Stock Capital Flow - Zhongxin Heavy Industry (601608) had a net inflow of 215 million from institutional investors, while it faced a net outflow of 102 million from speculative funds [3] - ShenKai Co., Ltd. (002278) saw a net inflow of 149 million from institutional investors but a significant outflow from speculative funds [3] - Other stocks like BeiFang Co. (600262) and ShiHua Machinery (000852) also showed varied capital flows, with institutional inflows but outflows from speculative and retail investors [3]

Trading Information - As of September 30, 2025, PetroChina Machinery (000852) closed at 6.4 yuan, with a slight increase of 0.16% and a turnover rate of 0.69% [1] - The trading volume was 65,500 shares, with a total transaction value of 41.825 million yuan [1] - On the same day, the net inflow of main funds was 790,700 yuan, accounting for 1.89% of the total transaction value [1][3] - Retail investors had a net inflow of 153,700 yuan, representing 0.37% of the total transaction value [1] Company Announcements - The 9th Supervisory Board of Sinopec Petroleum Machinery Co., Ltd. held its 7th meeting on September 28, 2025, where all 5 supervisors were present, meeting legal requirements [2] - The board approved a proposal to increase capital for its wholly-owned subsidiary, Sinopec Hydrogen Machinery (Wuhan) Co., Ltd., using raised funds to enhance its capital strength and promote project implementation [2] - The board also approved the use of up to 200 million yuan of temporarily idle raised funds for cash management by the subsidiary, which will not affect the fundraising projects or daily operations [2][3]