Group 1 - Weichai Heavy Machinery (000880.SZ) continued to rise by 4.03% after two consecutive limit-up days, with a turnover rate of 45.86% and a transaction volume of 3.903 billion yuan [1] - The net buying from the Shenzhen Stock Connect amounted to 261 million yuan, with total purchases of 324 million yuan and sales of 63.02 million yuan [1] - Institutional investors bought a total of 297 million yuan and sold 151 million yuan, resulting in a net buying of 146 million yuan [1] Group 2 - The top trading seats included significant buying from the Shenzhen Stock Connect, accounting for 8.31% of total transactions, with a total buying amount of 324.33 million yuan [2] - The total buying and selling from the top five buying and selling seats amounted to 622.61 million yuan, representing 15.95% of total transactions [2]

数据宝统计，截至10:29，潍柴重机成交额23.75亿元，创2025年7月18日以来新高。最新股价上涨 2.34%，换手率27.85%。上一交易日该股全天成交额为9.51亿元。 据天眼查APP显示，潍柴重机股份有限公司成立于1993年06月28日，注册资本46384.884万人民币。 （数据宝） （文章来源：证券时报网） ...

融资余额降幅前20只个股 证券时报·数据宝统计显示，截至1月22日，沪市两融余额13767.95亿元，较前一交易日增加21.87亿元； 深市两融余额13391.33亿元，较前一交易日增加17.66亿元；北交所两融余额89.85亿元，较前一交易日 减少0.62亿元；深沪北两融余额合计27249.13亿元，较前一交易日增加38.90亿元。 具体到个股来看，融资余额出现增长的股票有1756只，占比46.55%，其中，311股融资余额增幅超过5% 。融资余额增幅最大的是中超控股，该股最新融资余额6.12亿元，较前一交易日增幅达119.34%；股价 表现上，该股当日上涨10.04%，表现强于沪指；融资余额增幅较多的还有华新精科、潍柴重机，融资 余额增幅分别为57.00%、51.33%。 融资余额增幅前20只个股中，从市场表现来看，平均上涨6.95%，涨幅居前的有特瑞斯、三角防务、富 满微，涨幅分别为29.98%、19.99%、15.19%。跌幅居前的有聚胶股份、广钢气体、汇隆活塞，跌幅分 别为8.16%、6.44%、5.05%。 融资余额增幅前20只个股 | 代码 | 简称 | 最新融资余额（万 | 较前一个交易日增减 ...

据交易所数据显示， 潍柴重机连续两个交易日涨停，晋级2连板。该股今日于9时25分封涨停，成交额 2.92亿元，换手率3.50%。金融界App AI线索挖掘：市场对 国企改革预期升温，潍柴重机隶属山东重工 集团，相关混改进度受关注；非道路国四排放标准全面实施，公司柴油机产品适配新规，需求预期提 升；近期 航运指数反弹叠加基建开工率回升，带动船舶及 工程机械配套动力设备采购需求增加，多重 因素推动该股连板。 风险提示：连板股波动剧烈，注意追高风险，理性投资！（注：以上由AI基于交 易所等公开数据生成，内容不构成投资建议。） ...

| | | | 1月21日涨停封单资金居前的个股 | | | --- | --- | --- | --- | --- | | 代码 | 名称 | 涨停封单额 | 涨停板 | 涨停原因 | | | | (亿元) | 情況 | | | 002931 | 锋龙股份 | 10.36 | 16连板 | 优必选拟入主+机器人 | | 002156 | 通富微电 | 7.32 | 育板 | 年报预增+定增扩产+AMD链+存储封测 | | 000670 | 宮方微 | 7.30 | 2连板 | 重大资产重组+存储芯片+半导体分销 | | 000066 | 中国长城 | 6.11 | 首板 | 业绩减亏+AI服务器+商业航天+央企 | | 000880 | 潍柴重机 | 5.02 | 首板 | 数据中心+发电机组+山东国资 | | 603078 | 江化微 | 4.48 | 2连板 | 复牌+上海国资入主+芯片材料+光刻胶 | | 002185 | 华大科技 | 3.85 | 首板 | 收购华羿微电+功率器件+存储芯片+先进封装 | | 688047 | 龙芯中科 | 3.50 | 首板 | 自主CPU+商业航天 | | 00 ...

Market Performance - The automotive parts sector increased by 1.26% on January 21, with Weitang Industrial leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] Top Gainers in Automotive Parts Sector - Weitang Industrial (300707) closed at 20.62, up 10.33% with a trading volume of 337,800 shares and a transaction value of 670 million [1] - Weidi Co., Ltd. (603023) closed at 6.11, up 10.09% with a trading volume of 676,500 shares and a transaction value of 409 million [1] - Langbo Technology (603655) closed at 45.28, up 10.01% with a trading volume of 47,600 shares and a transaction value of 209 million [1] - Weichai Heavy Machinery (000880) closed at 33.43, up 10.00% with a trading volume of 118,500 shares and a transaction value of 396 million [1] - New Coordinates (603040) closed at 105.38, up 10.00% with a trading volume of 36,300 shares and a transaction value of 371 million [1] Market Capital Flow - The automotive parts sector saw a net inflow of 173 million from institutional investors, while retail investors contributed a net inflow of 772 million [2] - The sector experienced a net outflow of 945 million from speculative funds [2] Individual Stock Capital Flow - Aotega (002239) had a net inflow of 267 million from institutional investors, while it faced a net outflow of 98.41 million from speculative funds [3] - Mould Technology (000700) saw a net inflow of 241 million from institutional investors, with a net outflow of 114 million from speculative funds [3] - Weichai Heavy Machinery (000880) had a net inflow of 189 million from institutional investors, but faced a significant net outflow of 930 million from speculative funds [3]

Group 1 - The Shanghai Composite Index is at 4129.68 points, above the six-month moving average, with a change of 0.39% [1] - The total trading volume of A-shares today is 11670.90 billion yuan [1] - A total of 137 A-shares have surpassed the six-month moving average, with notable stocks including Huawi Design, Hualing Co., and Weichai Heavy Industry showing significant deviation rates of 22.56%, 9.80%, and 8.86% respectively [1] Group 2 - The top three stocks with the highest deviation rates from the six-month moving average are: - Huawi Design (29.96% increase, 25.22% turnover rate, latest price 18.22 yuan) with a deviation rate of 22.56% [1] - Hualing Co. (11.97% increase, 7.48% turnover rate, latest price 26.10 yuan) with a deviation rate of 9.80% [1] - Weichai Heavy Industry (10.00% increase, 4.42% turnover rate, latest price 33.43 yuan) with a deviation rate of 8.86% [1] Group 3 - Other notable stocks that have just crossed the six-month moving average include: - Haisen Pharmaceutical, Lian Technology, and Kaipu Biological, which have smaller deviation rates [1] - The trading performance of various stocks shows a range of increases, with some stocks like Huawi Design experiencing significant gains [1]

Group 1 - The demand for data center construction is rapidly increasing, while supply is constrained by energy and equipment bottlenecks, particularly in electricity [1] - In the U.S., data center electricity demand is expected to rise to 6.7%-12% of total electricity consumption by 2028, leading to an expanded power supply gap and increased electricity prices [1] - Major players in the gas turbine market, such as General Electric, Siemens Energy, and Mitsubishi Heavy Industries, hold 88% market share, but their existing capacity is limited, with orders extending beyond 2028 [1] Group 2 - The supply gap in the global market presents an opportunity for Chinese manufacturers to enter the global supply chain, particularly in the backup power segment where diesel generators play a crucial role [2] - The high-end diesel generator market in China is dominated by Cummins, MTU, and Caterpillar, which together hold approximately 85% market share [2] - The overseas manufacturers face capacity bottlenecks, creating clear opportunities for domestic manufacturers to replace imports and expand internationally [2] Group 3 - The diesel generator manufacturing sector is expected to benefit from increasing overseas demand and profit margins, with companies that have scalable production and overseas distribution channels poised for growth [3] - The demand for core components, such as engine blocks and intelligent control systems, will rise alongside the increase in complete machine orders, benefiting manufacturers with high precision and stable supply capabilities [3] - Companies specializing in overseas market channel development and localized after-sales services will find new growth opportunities as domestic diesel generators expand into international markets [3] Group 4 - The generator concept sector saw active performance in the stock market, with companies like Weichai Heavy Machinery and Power New Science reaching their daily limit, while New Diesel Co. rose over 7% and KOTAI Power increased by over 4% [5]

Investment Rating - The industry investment rating is "Buy" [2] Core Insights - The report emphasizes new opportunities in the AI equipment industry, particularly focusing on reciprocating internal combustion engines and modified aviation engines as potential growth areas [5] - The report highlights the urgent need for new power supply methods in the U.S. due to a projected electricity gap of 63 GW by 2028, driven by slow growth in existing power installations and the retirement of aging units [5] - The demand for gas turbines is increasing, with extended lead times for orders, indicating a shift towards alternative power generation methods [5] Summary by Sections Reciprocating Internal Combustion Engines - These engines are noted for their low-load, high-efficiency capabilities and a relatively relaxed supply chain, supporting various fuels such as natural gas, hydrogen, and biomass [5] - The power output range for these engines is between 200 kW and 10 MW, with major global suppliers including Caterpillar, Cummins, and Wärtsilä [5] Modified Aviation Engines - The report discusses the potential for retired aviation engines to be repurposed, with a significant increase in orders for modifications expected [5] - FTAI Aviation plans to convert the CFM56 engine into a 25 MW power turbine, aiming for an annual production of over 100 units starting in 2026 [5] Investment Recommendations - The report recommends investing in Jerry Holdings due to the potential for increased engine resources from reciprocating internal combustion engines and modified aviation engines [5] - It also suggests monitoring potential suppliers such as Weichai Heavy Machinery and China Power [5]

潍柴重机股份有限公司 日常持续性关联交易公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 证券代码：000880 证券简称：潍柴重机 公告编号：2026-002 释义： 潍柴重机、公司、本公司：潍柴重机股份有限公司 潍柴燃气动力：潍柴（潍坊）燃气动力有限公司 潍柴集团：潍柴控股集团有限公司 重庆潍柴：重庆潍柴发动机有限公司 潍柴动力：潍柴动力股份有限公司 亚星客车：扬州亚星客车股份有限公司 同心智行：山东同心智行数智科技有限公司（原"潍柴智能科技有限公司"） 一、日常关联交易基本情况 （一）日常关联交易概述 根据公司现时经营情况，公司于2026年1月20日召开的2026年第一次临时董 事会会议审议通过了《关于公司日常关联交易2026年预计发生额的议案》，在上 述议案表决时，董事傅强、张良富、李健作为关联董事回避表决，非关联董事一 致同意上述议案。独立董事对上述交易召开了专门会议并发表了一致同意的审核 意见。上述议案尚需提交公司最近一期股东会批准，关联股东潍柴集团应回避表 决。 （二）预计日常关联交易类别和金额（不含税，未经审计） 单位：万元 | 关联交 | ...