证券日报网讯 12月23日，大连重工在互动平台回答投资者提问时表示，截至2025年12月19日收市后， 公司合并普通账户和融资融券信用账户的持有人数为57535户。 （文章来源：证券日报） ...

证券日报网讯12月23日，大连重工（002204）在互动平台回答投资者提问时表示，截至2025年12月19日 (2025年12月20日为非交易日)收市后，公司合并普通账户和融资融券信用账户的持有人数为57535户。 ...

Core Viewpoint - The continuous decline in the number of shareholders for several companies indicates a trend of increasing concentration of shares, with 118 companies experiencing a decrease for more than three consecutive periods, and some like Yihau New Materials seeing a drop for 12 periods [1] Group 1: Shareholder Trends - A total of 513 companies reported their latest shareholder numbers as of December 20, with 118 companies showing a continuous decline in shareholder numbers for over three periods [1] - Yihau New Materials has the lowest shareholder count at 14,402, down 37.94% over 12 periods, while Kute Intelligent has 32,185 shareholders, down 20.89% over 11 periods [1] - Other companies with significant declines include Dalian Heavy Industry and Jinshi Technology, with respective decreases of 11.90% and 13.33% [1] Group 2: Market Performance - Among the companies with declining shareholder numbers, 27 saw their stock prices increase, while 91 experienced declines, with notable gainers including Shibu Testing (up 64.58%), Guoji Precision Engineering (up 45.98%), and Xianglu Tungsten (up 30.68%) [2] - 29 companies outperformed the Shanghai Composite Index, with Shibu Testing, Guoji Precision Engineering, and Xianglu Tungsten achieving relative returns of 65.46%, 48.43%, and 30.96% respectively [2] Group 3: Industry Distribution - The industries with the highest concentration of companies experiencing declining shareholder numbers include basic chemicals (17 companies), machinery and equipment (14 companies), and pharmaceutical biology (12 companies) [2] - The main board has 74 companies with declining shareholder numbers, while the ChiNext board has 44 [2] Group 4: Institutional Interest - In the past month, 17 companies with declining shareholder numbers were investigated by institutions, with Guoji Precision Engineering, Baowu Magnesium, and Shenzhen Huqiang receiving the most attention, with 6, 4, and 2 investigations respectively [2] - The companies with the highest number of institutional participants in their investigations include Yahua Group (61 institutions), Igor (46 institutions), and Sanyuan Biological (32 institutions) [2]

Core Viewpoint - Dalian Heavy Industry's stock has shown significant growth this year, with a year-to-date increase of 51.90%, and recent trading activity indicates continued interest from institutional investors [1][2]. Group 1: Stock Performance - As of December 23, Dalian Heavy Industry's stock price was 7.49 yuan per share, with a market capitalization of 14.466 billion yuan [1]. - The stock has experienced a 5.34% increase over the last five trading days, a 12.80% increase over the last 20 days, and a 23.80% increase over the last 60 days [1]. - The company has appeared on the trading leaderboard seven times this year, with the most recent appearance on July 2, where it recorded a net buy of 15.652 million yuan [1]. Group 2: Company Overview - Dalian Heavy Industry, established on February 18, 1993, and listed on January 16, 2008, specializes in the development, research, and sales of large complete sets of equipment and core components in various sectors, including material handling, metallurgy, and new energy [2]. - The revenue composition of the company includes: material handling equipment (31.15%), metallurgy equipment (26.13%), new energy equipment (23.26%), core components (13.61%), engineering projects (3.96%), and others (1.89%) [2]. - The company operates within the mechanical equipment sector, specifically in specialized equipment for energy and heavy machinery [2]. Group 3: Financial Performance - For the period from January to September 2025, Dalian Heavy Industry reported a revenue of 10.979 billion yuan, reflecting a year-on-year growth of 8.11%, and a net profit attributable to shareholders of 490 million yuan, which is a 23.97% increase year-on-year [2]. - The company has distributed a total of 812 million yuan in dividends since its A-share listing, with 221 million yuan distributed over the past three years [3]. Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders for Dalian Heavy Industry was 65,300, a decrease of 13.00% from the previous period, while the average number of circulating shares per person increased by 14.94% to 29,575 shares [2]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 48.5438 million shares, and several ETFs, with notable changes in their holdings [3].

Core Viewpoint - The specialized equipment sector experienced a rise of 1.39% on December 19, with Keg Precision Machinery leading the gains, while the Shanghai Composite Index and Shenzhen Component Index also saw increases of 0.36% and 0.66% respectively [1] Group 1: Market Performance - The closing price of Keg Precision Machinery was 72.56, reflecting a significant increase of 11.29% with a trading volume of 73,400 shares [1] - Zhongyou Technology and China First Heavy Industries also showed strong performance, with increases of 10.94% and 10.06% respectively [1] - The overall trading volume in the specialized equipment sector was substantial, with notable transactions in companies like Aerospace Engineering and Yangtian Co., which rose by 10.01% and 9.99% respectively [1] Group 2: Capital Flow - The specialized equipment sector saw a net inflow of 466 million yuan from institutional investors, while retail investors contributed a net inflow of 153 million yuan [2] - Notably, Aerospace Engineering attracted a significant net inflow of 377 million yuan from institutional investors, despite a net outflow from retail investors [2] - China First Heavy Industries also experienced a net inflow of 338 million yuan from institutional investors, indicating strong institutional interest [2]

Group 1 - The heavy machinery sector is active, with notable stock performance from China First Heavy Industries and Dalian Heavy Industry, both reaching the daily limit up [1]

早盘，可控核聚变大幅高开。宏微科技"20cm"涨停，雪人集团（002639）、王子新材（002735）等多股开盘快速涨停，常辅股份涨近16%，哈焊华通、爱 科赛博等涨幅靠前。 | 星辰科技 | 30.00 +13.29% +45.18% | | --- | --- | | 京A 920885 融 | | | 卫星通信 | | | 中国一直 | 3.83 +10.06% -1.54% | | 601106 融 | | | 首板 最终涨停 09:37 | | | 大连重工 | 7.89 +10.04% +6.91% | | 002204 融 | | | 首板 最终涨停 09:36 火箭发射 | | | 华体科技 | 19.31 +10.03% +20.01% | | 603679 | | | 2天2板 最终涨停09:25 | | | 百利电气 | 7.14 +10.02% +7.05% | | 600468 | | | 首板 最终涨停 09:36 | | （文章来源：上海证券报） | 西部材料 | | 37.72 +10.00% +30.35% | | | | | | --- | --- | --- | --- ...

证券时报·数据宝统计，截至发稿，大连重工最新股价为7.38元，上涨0.14%，本期筹码集中以来股价累 计上涨11.65%。具体到各交易日，8次上涨，1次下跌。 （文章来源：证券时报网） 公司发布的三季报数据显示，前三季公司共实现营业收入109.79亿元，同比增长8.11%，实现净利润 4.90亿元，同比增长23.97%，基本每股收益为0.2561元，加权平均净资产收益率6.50%。（数据宝） 大连重工12月12日披露，截至12月10日公司股东户数为65303户，较上期（11月30日）减少9758户，环 比降幅为13.00%。这已是该公司股东户数连续第2期下降。 ...

Core Insights - The heavy equipment industry, represented by Dalian Heavy Industry (002204.SZ), has gained significant recognition for its efforts in Environmental, Social, and Governance (ESG) practices, winning four prestigious awards in this field, which solidifies its position as a benchmark for sustainable development in the industry [1][2] Group 1: Awards and Recognition - Dalian Heavy Industry has received four major awards: "Outstanding Practice Case of Sustainable Development" from the China Listed Companies Association, "Top 100 ESG Listed Companies" from Securities Times, "Best ESG Practice Award" from Value Online, and "Top 100 ESG Golden Bull Award" from China Securities Journal [1] - The awards are based on recognized professional evaluation systems, highlighting the authority and value of these accolades in the capital market [1] - The "Top 100 ESG Listed Companies" award has seen Dalian Heavy Industry listed for two consecutive years, indicating the stability and growth of its ESG management capabilities [2] Group 2: ESG Practices and Strategic Integration - Dalian Heavy Industry has deeply integrated ESG principles into its long-term development strategy, showcasing its commitment to sustainable practices [2] - The company has made significant advancements in green manufacturing and collaborative governance within the supply chain, providing a replicable path for high-quality transformation in traditional manufacturing [2] - The recognition from third-party professional institutions and the capital market reflects the company's comprehensive strength in ESG, signaling a transformative direction for the heavy equipment industry towards the synergy of economic and social benefits [2]

Core Viewpoint - Dalian Heavy Industry has confirmed that its products do not currently include coal mining excavation machines, focusing instead on various large-scale equipment and core components for multiple industries [2] Group 1: Company Overview - Dalian Heavy Industry is a major state-owned enterprise in the heavy machinery sector, primarily engaged in the development, research, and sales of large-scale complete equipment and core components [2] - The company provides intelligent service solutions for the entire lifecycle of high-end equipment across key industries such as metallurgy, ports, energy, mining, engineering, transportation, shipbuilding, and environmental protection [2] Group 2: Product Focus - The company's main product lines include material handling equipment, metallurgical equipment, new energy equipment, transmission and control systems, and marine equipment [2]