山河智能今日上涨5.05%，全天换手率27.79%，成交额47.91亿元，振幅16.39%。龙虎榜数据显示，机构 净卖出2735.79万元，深股通净卖出4841.43万元，营业部席位合计净卖出4835.69万元。 深交所公开信息显示，当日该股因日振幅值达16.39%、日换手率达27.79%上榜，机构专用席位净卖出 2735.79万元，深股通净卖出4841.43万元。 山河智能9月22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 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 深股通专用 | 11641.89 | 16483.32 | | 买二 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 5406.92 | 3622.74 | | 买三 | 国信证券股份有限公司浙江互联网分公司 | 4933.36 | 2832.50 | | 买四 | 东方财富证券股份有限公司拉萨金融城南环路证券营业 | 4623.94 | 3869.21 | | | 部 | | | | 买五 | 东方财富证券股份有限公司拉萨东环路第二证 ...

Market Overview - On September 22, the engineering machinery sector declined by 1.08%, with Southern Road Machinery leading the drop [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Stock Performance - Notable gainers in the engineering machinery sector included: - Shanhe Intelligent (002097) with a closing price of 16.64, up 5.05% and a trading volume of 298.15 million [1] - Huadong Heavy Machine (002685) at 9.19, up 5.03% with a trading volume of 93.11 million [1] - Wantong Hydraulic (830839) at 44.29, up 4.75% with a trading volume of 40.6 thousand [1] - Conversely, Southern Road Machinery (603280) saw a significant decline of 10.00%, closing at 40.77 with a trading volume of 97.3 thousand [2] Capital Flow - The engineering machinery sector experienced a net outflow of 540 million from institutional investors, while retail investors saw a net inflow of 378 million [2] - The detailed capital flow for selected stocks showed: - Huadong Heavy Machine had a net inflow of 22.47 million from institutional investors [3] - Xugong Machinery (000425) recorded a net inflow of 19.46 million from institutional investors [3] - A net outflow of 42.49 thousand was noted for Aidi Precision (603638) from institutional investors [3]

Market Performance - As of September 22, the Shanghai Composite Index rose by 0.22%, closing at 3828.5764 points, while the Shenzhen Component Index increased by 0.67%, closing at 13157.974 points [1] Top Gainers in Hunan Stocks - Kaimete Gas opened at 21.880 and closed at 22.840, achieving a daily increase of 10.02% with a trading volume of 1,582,117 lots [2] - Hunan Silver opened at 6.540 and closed at 6.750, marking a rise of 9.93% with a trading volume of 3,188,413 lots [2] - Shanhe Intelligent opened at 15.560 and closed at 16.640, reflecting a gain of 5.05% with a trading volume of 2,981,456 lots [2] - Changgao Electric New opened at 7.730 and closed at 7.820, increasing by 4.97% with a trading volume of 586,730 lots [2] - Dianguang Media opened at 7.860 and closed at 8.160, up by 3.82% with a trading volume of 693,076 lots [2] Top Losers in Hunan Stocks - Hengli Retreat opened at 0.160 and closed at 0.150, experiencing a decline of 11.76% with a trading volume of 611,606 lots [3] - Huatian Hotel opened at 4.050 and closed at 3.860, down by 5.39% with a trading volume of 824,913 lots [3] - Jiugui Liquor opened at 68.300 and closed at 66.980, falling by 3.32% with a trading volume of 121,662 lots [3] - Yanjinpuzi opened at 70.800 and closed at 68.550, decreasing by 2.97% with a trading volume of 27,168 lots [3] - Qidi Pharmaceutical opened at 12.220 and closed at 11.870, down by 2.94% with a trading volume of 85,633 lots [3]

Group 1 - The core viewpoint of the news is that Shanhe Intelligent has experienced a significant stock price increase, rising 5.18% to 16.66 CNY per share, with a total market capitalization of 17.903 billion CNY and a trading volume of 3.119 billion CNY, indicating strong investor interest and confidence in the company [1] - Shanhe Intelligent has seen a cumulative increase of 12.1% over the past four days, reflecting positive market sentiment and potential growth prospects [1] - The company specializes in engineering machinery products, including pile machinery, small construction machinery, and rock drilling machinery, with a diverse revenue composition from various segments [1] Group 2 - Among the top shareholders, the Southern Fund's Southern CSI 1000 ETF (512100) increased its holdings by 1.3273 million shares in Q2, now holding 6.9503 million shares, which represents 0.65% of the circulating shares [2] - The Southern CSI 1000 ETF has generated a floating profit of approximately 5.6992 million CNY today and a total of 11.8849 million CNY during the four-day price increase [2] - The fund has shown strong performance with a year-to-date return of 26.2% and a one-year return of 67.63%, indicating its competitive position within its category [2]

Core Insights - The successful delivery of the SP1845SHHD heavy-duty screening station to Australia marks the entry of the company's crushing and screening equipment into the high-end Australian market, showcasing the competitiveness of Changsha manufacturing on the international stage [1][3]. Company Overview - The order for the SP1845SHHD was secured in August 2023, representing the company's first crushing and screening equipment order in the Australian market [3]. - The equipment has demonstrated stable operation with a processing capacity of 400 to 450 tons per hour, exceeding customer expectations in terms of production efficiency and reliability [3]. Product Features - The SP1845SHHD is designed specifically for the high-end market, featuring strong power, large processing volume, and intelligent control capabilities [3]. - The equipment incorporates advanced technologies such as 5G remote operation and integrated variable frequency control, significantly reducing overall operating costs and aligning with local market demands for intelligent and environmentally friendly production [3][5]. Market Potential - Australia is a critical market for global mining and infrastructure construction, with stringent requirements for crushing and screening equipment, particularly regarding reliability, processing capacity, automation level, and total lifecycle costs [3]. - The device supports both wireless remote control and local operation modes, connecting to the company's intelligent construction cloud platform for machine interconnectivity and remote intelligent management [5]. Strategic Partnerships - The successful delivery not only reflects the technical strength and brand competitiveness of the company's crushing and screening equipment but also deepens trust and collaboration with Australian partners [5]. - The company aims to continue working with local partners to expand its presence in the Australian market and provide smarter, more efficient, and greener comprehensive solutions for global customers [5].

Core Viewpoint - The Yaxia Hydropower concept has shown a positive performance with a 1.01% increase, ranking fourth among concept sectors, indicating a favorable market sentiment towards this sector [1][2]. Group 1: Market Performance - As of September 19, the Yaxia Hydropower concept saw 51 stocks rise, with notable gainers including Shanhai Intelligent, *ST Zhengping, and others, which reached daily limits [1]. - The top gainers in the Yaxia Hydropower sector included Wuxin Tunnel Equipment (up 11.57%), Guangdong Hongda (up 7.76%), and Shantui Co. (up 7.41%) [1]. - Conversely, the sector also experienced declines, with Far East Holdings, Chongqing Construction, and Hongqiang Co. dropping by 4.52%, 3.38%, and 3.37% respectively [1]. Group 2: Capital Flow - The Yaxia Hydropower concept attracted a net inflow of 785 million yuan from major funds, with 36 stocks receiving net inflows, and five stocks exceeding 100 million yuan in net inflow [2]. - Shanhai Intelligent led the net inflow with 442 million yuan, followed by Sany Heavy Industry, China Power Construction, and Tibet Tianlu with net inflows of 249 million yuan, 188 million yuan, and 173 million yuan respectively [2]. - In terms of net inflow ratios, China Power Construction, Shanhai Intelligent, and Baoli International topped the list with rates of 12.20%, 10.93%, and 10.72% respectively [3]. Group 3: Stock Performance Metrics - The stock performance metrics for key players in the Yaxia Hydropower concept include: - Shanhai Intelligent: 10.00% increase, 24.24% turnover rate, and 441.59 million yuan net inflow [3]. - Sany Heavy Industry: 5.29% increase, 1.71% turnover rate, and 248.63 million yuan net inflow [3]. - China Power Construction: 2.14% increase, 2.07% turnover rate, and 188.30 million yuan net inflow [3].

证券日报网讯9月18日晚间，山河智能（002097）发布公告称，本公司于2025年9月17日召开了职工代表 大会，选举产生了公司第九届董事会职工董事为张爱民先生。 ...

证券日报网讯9月18日晚间，山河智能（002097）发布公告称，公司聘任王剑先生为公司董事会秘书。 ...

Group 1 - The stock of Shanhe Intelligent reached the daily limit, with a turnover rate of 24.24% and a transaction amount of 4.04 billion yuan, showing a fluctuation of 11.39% [2] - Institutional net buying amounted to 4.06 million yuan, while the Shenzhen Stock Connect saw a net buying of 10.3 million yuan, with a total net selling by brokerage seats of 51.33 million yuan [2] - The stock was listed on the daily limit list due to a price deviation of 10.30%, with the top five trading seats contributing a total transaction of 663 million yuan, including a net buying of 56.11 million yuan [2] Group 2 - As of September 18, the margin trading balance for the stock was 548 million yuan, with a financing balance of 545 million yuan and a securities lending balance of 2.47 million yuan [3] - In the past five days, the financing balance increased by 35.44 million yuan, representing a growth of 6.95%, while the securities lending balance rose by 136,300 yuan, a growth of 5.84% [3] - On September 19, the top buying and selling brokerage seats included the Shenzhen Stock Connect, which had a buying amount of 158.66 million yuan and a selling amount of 55.27 million yuan [3][4]

Market Overview - The Shanghai Composite Index fell by 0.30% on September 19, with 16 out of the 28 sectors rising, led by coal and non-ferrous metals, which increased by 1.97% and 1.19% respectively. The automotive and pharmaceutical sectors saw the largest declines, down by 1.94% and 1.41% respectively [1] Fund Flow Analysis - The main funds in the two markets experienced a net outflow of 58.733 billion yuan, with 8 sectors seeing net inflows. The non-ferrous metals sector led with a net inflow of 872 million yuan, followed by the media sector with a 0.49% increase and a net inflow of 692 million yuan [1] - A total of 23 sectors experienced net outflows, with the computer sector leading at 10.723 billion yuan, followed by the automotive sector with an outflow of 7.929 billion yuan. Other sectors with significant outflows included machinery, electrical equipment, and pharmaceuticals [1] Machinery Sector Performance - The machinery sector declined by 0.60%, with a net outflow of 7.793 billion yuan. Out of 530 stocks in this sector, 131 rose, 5 hit the daily limit up, while 390 fell, with 5 hitting the daily limit down [2] - Within the machinery sector, 153 stocks saw net inflows, with 5 stocks exceeding 100 million yuan in net inflow. The top stock was Shanhe Intelligent, with a net inflow of 442 million yuan, followed by Huagong Technology and Sany Heavy Industry with inflows of 269 million yuan and 249 million yuan respectively [2] - The sector also had 26 stocks with net outflows exceeding 100 million yuan, led by Julun Intelligent, with an outflow of 735 million yuan, followed by Yingweike and Changsheng Bearing with outflows of 516 million yuan and 439 million yuan respectively [3] Top Gainers in Machinery Sector - The top gainers in the machinery sector included: - Shanhe Intelligent: +10.00%, turnover rate 24.24%, net inflow 441.59 million yuan - Huagong Technology: +4.05%, turnover rate 9.87%, net inflow 268.59 million yuan - Sany Heavy Industry: +5.29%, turnover rate 1.71%, net inflow 248.63 million yuan [2] Top Losers in Machinery Sector - The top losers in the machinery sector included: - Julun Intelligent: -6.41%, turnover rate 20.49%, net outflow -734.81 million yuan - Yingweike: -4.66%, turnover rate 8.34%, net outflow -516.39 million yuan - Changsheng Bearing: -7.40%, turnover rate 12.33%, net outflow -438.93 million yuan [3]