从资金流向上来看，当日其他电源设备板块主力资金净流出4.15亿元，游资资金净流入7238.03万元，散 户资金净流入3.42亿元。其他电源设备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601727 | 上海电气 | ﮯ 1.75(Z | 7.45% | -7076.41万 | -3.01% | -1.04亿 | -4.44% | | 002851 | 麦格米特 | 5912.18万 | 4.61% | -4515.56万 | -3.52% | -1396.61万 | -1.09% | | 002630 | ST华西 | 2770.92万 | 16.12% | -1194.82万 | -6.95% | -1576.10万 | -9.17% | | 002518 | 科士达 | 2097.83万 | 3.51% | -816.10万 | -1.37% | -1281.73万 | -2.1 ...

编号：2025-007 证券代码：002255 证券简称：海陆重工 苏州海陆重工股份有限公司 投资者关系活动记录表 投资者关系活动类 别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 （请文字说明其他活动内容） 参与单位名称及人 员姓名 银华基金：罗婷、张珂、张伯伦 华泰证券：王龙钰、田莫充 时间 2025 年 11 月 26 日 10:00-11:00 地点 公司会议室 上市公司接待人员 姓名 董事会秘书张郭一 投资者关系活动主 要内容介绍 一、公司主营业务简单介绍 公司主营业务未发生变化，为工业余热锅炉、大型 及特种材质压力容器及核安全设备的制造销售；固废、 废水等污染物处理及回收利用的环境综合治理服务；光 伏电站运营。 二、核电业务介绍 公司核电设备供应堆型包括二代+堆型、三代堆型 （华龙一号、国和一号、AP1000、VVER、EPR）、四代 堆型（高温气冷堆、钠冷快堆、钍基熔盐堆）以及热核 聚变堆等国内外主要核电机型。 公司核安全设备包括：安注箱、堆内构件吊篮筒体、 堆内构件吊具、乏燃料冷却器、硼酸冷却器、冷凝液冷 却器、再生式热交换器、非能动余 ...

截至9月30日，海陆重工股东户数7.25万，较上期减少17.57%；人均流通股8801股，较上期增加 21.32%。2025年1月-9月，海陆重工实现营业收入16.85亿元，同比减少5.27%；归母净利润3.20亿元，同 比增长32.67%。 分红方面，海陆重工A股上市后累计派现1.97亿元。近三年，累计派现4033.54万元。 机构持仓方面，截止2025年9月30日，海陆重工十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股1818.81万股，相比上期增加1208.84万股。 今年以来海陆重工已经14次登上龙虎榜，最近一次登上龙虎榜为11月19日，当日龙虎榜净买入2.52亿 元；买入总计3.73亿元 ，占总成交额比18.46%；卖出总计1.21亿元 ，占总成交额比6.01%。 资料显示，苏州海陆重工股份有限公司位于江苏省苏州市张家港市东南大道1号(张家港经济技术开发 区)，成立日期2000年1月18日，上市日期2008年6月25日，公司主营业务涉及从事工业余热锅炉、大型 及特种材质压力容器和核安全设备的制造销售业务,以及固废、废水等污染物处理和回收利用的环境综 合治理服务、光伏电站运营业务。主营 ...

关于控股股东、实际控制人及其一致行动人 股份解除质押的公告 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。 一、股东股份解除质押基本情况 苏州海陆重工股份有限公司（以下简称"公司"）于近日接到公司控股股东、 实际控制人徐元生先生及其一致行动人徐冉先生的通知，获悉徐元生先生与徐冉 先生所持有的公司质押股份已全部解除质押，具体事项如下： 证券代码：002255 证券简称：海陆重工 公告编号：2025-041 苏州海陆重工股份有限公司 2、股东股份累计质押基本情况 截至公告披露日，控股股东、实际控制人徐元生先生及其一致行动人徐冉先 生所持质押股份情况如下： | | | | | | | 已质押股份 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 累计被质 | 合计占 | 合计占 | 情况 | | 情况 | | | 股东 | 持股数量 | 持股 | 押数量 | 其所持 | 公司总 | 已质押股份 | | 未质押股份 | | | 名称 | （股） | 比 ...

Market Overview - As of November 21, the Shanghai Composite Index closed at 3834.89 points, down 96.16 points, a decline of 2.45% [1] - The Shenzhen Component Index closed at 12538.07 points, down 442.75 points, a decline of 3.41% [1] - The ChiNext Index closed at 2920.08 points, down 122.26 points, a decline of 4.02% [1] Trading Activity - A total of 91 A-shares had a turnover rate exceeding 20% on this day [1] - Notable stocks with high turnover rates included: - Dapeng Industrial (920091) with a turnover rate of 98.28% and a price increase of 1211.11% [1] - Jianglong Shipbuilding (300589) with a turnover rate of 55.14% and a price increase of 14.50% [1] - C Nanshan Data (301638) with a turnover rate of 52.72% and a price increase of 0.91% [1] Notable Stocks - Other significant stocks with high turnover rates included: - C Hengkun (688727) with a turnover rate of 46.22% and a price decrease of 11.47% [1] - Inspur Software (600756) with a turnover rate of 46.20% and a price increase of 6.76% [1] - ST Dongtong (300379) with a turnover rate of 44.50% and a price increase of 4.15% [1] - Additional stocks with notable performance included: - Shennong Agriculture (300189) with a turnover rate of 42.82% and a price increase of 3.67% [1] - Beifang Changlong (301357) with a turnover rate of 42.52% and a price increase of 0.68% [1]

格隆汇11月20日丨海陆重工(002255.SZ)在互动平台表示，公司持续关注可控核聚变领域发展动态，未 来可控核聚变产业是公司重要的目标市场和发展领域。 ...

Market Overview - The A-share market experienced slight fluctuations with the Shanghai Composite Index rising by 0.18% to 3946 points, while the Shenzhen Component Index remained flat and the ChiNext Index increased by 0.25% [1] - The total market turnover reached 1.74 trillion yuan, with nearly 4200 stocks declining [1] - Sectors such as military industry, shipbuilding, aquaculture, and marine economy showed gains, while the Hainan sector, gas, and film industry faced significant declines [1] Stock Performance - Notable stocks included *ST Dongyi, which rose by 4.98% to 18.54 yuan, and ST Zhongyu, also up by 4.98% to 11.81 yuan, both benefiting from restructuring and real estate developments [2] - Guowei Technology surged by 10.06% to 8.97 yuan, driven by solid-state batteries and photovoltaic components [2] - Jiumuwang and Zhenai Meijia both increased by 9.99%, reflecting strong performance in their respective sectors [2] - Jianglong Shipbuilding saw a significant rise of 20.02% to 19.18 yuan, attributed to military-civilian integration and marine equipment [3][12] Institutional Activity - The top net buying stocks on the daily leaderboard included Hailu Heavy Industry, Yaguang Technology, and Rongjie Co., with net purchases of 252 million yuan, 229 million yuan, and 218 million yuan respectively [2] - Conversely, the largest net selling stocks were Shoukai Co., Hainan Haiyao, and Zhongdian Xinlong, with net sales of 264 million yuan, 176 million yuan, and 147 million yuan respectively [5] Sector Insights - The Chinese government's suspension of Japanese seafood imports is seen as a positive development for domestic aquaculture companies [9] - Guolian Aquatic Products, as the largest publicly listed seafood company in China, continues to excel in the prepared food sector, solidifying its market position [9] - Jianglong Shipbuilding has secured contracts for law enforcement vessels, contributing to its revenue growth and expanding its market presence in the tourism and special operations boat segments [12] Company Highlights - Dawi Co. reported a 40% year-on-year revenue increase in its semiconductor storage business, supported by progress in lithium battery projects [18] - Hailu Heavy Industry is involved in nuclear power equipment and is actively participating in thorium molten salt reactor projects, with a reported net profit growth of 32.67% year-on-year for the first three quarters [15][16]

Group 1: Market Overview - On November 19, the main funds in the Shanghai and Shenzhen markets experienced a net outflow of 34.842 billion yuan, with the ChiNext board seeing a net outflow of 11.803 billion yuan [1] - Among the 10 primary industry sectors, the non-ferrous metals sector had the highest increase at 2.39%, while the comprehensive sector saw the largest decline at 3.08% [1] - Five sectors received net inflows from main funds, with the defense and military industry leading at 2.258 billion yuan [1] Group 2: Individual Stock Performance - The leading stock in terms of net inflow was the optical module company Xinyi Sheng, which saw a net inflow of 9.56 billion yuan [2][3] - The second highest net inflow was for the company Hailu Heavy Industry, amounting to 6.89 billion yuan [2][3] - Other notable stocks with significant net inflows included Ningde Times, Yaguang Technology, and C South Network, each exceeding 5 billion yuan [2][3] Group 3: Sector-Specific Insights - The optical module industry is currently in a golden development period driven by AI computing power, with the focus shifting from demand to delivery capabilities [2] - The main challenges in the optical module production include capacity, yield, and certification, making delivery capability a key competitive factor [2] - The controlled nuclear fusion concept stock Hailu Heavy Industry saw a significant increase, indicating investor interest in emerging technologies [2] Group 4: Net Outflow Analysis - The media stock Liao Co. experienced the largest net outflow at 1.012 billion yuan, followed by Huasheng Tiancheng and BYD, each with outflows exceeding 500 million yuan [4][5] - A total of 130 stocks saw net outflows exceeding 1 billion yuan, with 15 stocks having outflows over 300 million yuan [5]

Market Overview - The net outflow of large orders in the two markets reached 20.783 billion yuan, with 36 stocks seeing net inflows exceeding 200 million yuan, led by Hailu Heavy Industry with a net inflow of 890 million yuan [1] - The Shanghai Composite Index closed up 0.18%, while a total of 1,526 stocks experienced net inflows and 3,248 stocks saw net outflows [1] Industry Performance - Among the 7 industries with net inflows, the defense and military industry topped the list with a net inflow of 2.929 billion yuan and an index increase of 1.11%, followed by non-ferrous metals with a 2.39% increase and a net inflow of 1.207 billion yuan [1] - A total of 24 industries experienced net outflows, with the electronics sector seeing the highest outflow of 4.716 billion yuan, followed by the computer sector with 4.620 billion yuan [1] Individual Stock Performance - 36 stocks had net inflows exceeding 200 million yuan, with Hailu Heavy Industry leading at 890 million yuan, followed by Zhongji Xuchuang at 817 million yuan [2] - Stocks with significant net outflows included Liou Co., with an outflow of 1.006 billion yuan, and Huasheng Tiancheng with 950 million yuan [2] - Stocks with net inflows of over 200 million yuan saw an average increase of 7.66%, outperforming the Shanghai Composite Index [2] Top Stocks by Net Inflow - Hailu Heavy Industry (002255) had a closing price of 13.92 yuan and a rise of 10.04% with a net inflow of 890 million yuan [3] - Zhongji Xuchuang (300308) closed at 488.60 yuan, up 3.32%, with a net inflow of 817 million yuan [3] - Other notable stocks include Yaguang Technology and Ganfeng Lithium, with net inflows of 690 million yuan and 532 million yuan, respectively [2] Top Stocks by Net Outflow - Liou Co. (002131) experienced the highest net outflow of 1.006 billion yuan, closing at 5.20 yuan with a decline of 5.11% [4] - Huasheng Tiancheng (600410) had a net outflow of 950 million yuan, closing at 21.67 yuan, up 1.45% [4] - Other significant outflows were seen in Zhongxin International and Dongfang Fortune, with outflows of 764 million yuan and 524 million yuan, respectively [4]

证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交4.95亿元，其中，买入成交额为3.73亿 元，卖出成交额为1.21亿元，合计净买入2.52亿元。 海陆重工今日涨停，全天换手率23.20%，成交额20.22亿元，振幅9.35%。龙虎榜数据显示，深股通净买 入3523.16万元，营业部席位合计净买入2.17亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达10.50%上榜，深股通净买入3523.16万元。 海陆重工11月19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 | 国泰海通证券股份有限公司上海松江区中山东路证券营 | 8058.65 | 7.78 | | | 业部 | | | | 买二 | 国泰海通证券股份有限公司上海静安区新闸路证券营业 | 7986.98 | 9.05 | | 部 | | | | | 买三 | 深股通专用 | 6353.01 | 2829.85 | | 买四 | 国泰海通证券股份有限公司成都北一环路证券营业部 | 6113.04 | 10 ...