具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买二、买三、买四、卖四，合计买入 金额1.09亿元，卖出金额7654.21万元，合计净买入3222.43万元，深股通为第一大买入营业部及第一大 卖出营业部，买入金额为7736.65万元，卖出金额为7064.00万元，合计净买入672.65万元。 海陆重工今日跌停，全天换手率30.15%，成交额25.43亿元，振幅12.33%。龙虎榜数据显示，机构净买 入3222.43万元，深股通净买入672.65万元，营业部席位合计净卖出8591.50万元。 深交所公开信息显示，当日该股因日跌幅偏离值达-8.96%上榜，机构专用席位净买入3222.43万元，深 股通净买入672.65万元。 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5.21亿元，其中，买入成交额为2.37亿 元，卖出成交额为2.84亿元，合计净卖出4696.42万元。 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 深股通专用 | 7736.65 | 7064.00 | | 买二 | 机构 ...

Market Overview - The other power equipment sector declined by 1.59% on the previous trading day, with Haibosi leading the drop [1] - The Shanghai Composite Index closed at 3939.81, down 0.81%, while the Shenzhen Component Index closed at 13080.49, down 0.92% [1] Individual Stock Performance - Keda (002518) saw a closing price of 46.89 with an increase of 3.49% and a trading volume of 175,200 shares, totaling 825 million yuan [1] - Hu塑科技 (301157) closed at 53.10, up 3.27%, with a trading volume of 17,200 shares, amounting to 90.99 million yuan [1] - Other notable performances include Yingjie Electric (300820) at 58.29, up 0.50%, and Youyou Green Energy (301590) at 182.55, up 0.41% [1] - Conversely, Haibosi (688411) experienced a significant drop of 10.86%, closing at 322.00 with a trading volume of 66,700 shares, totaling 2.213 billion yuan [2] - Other stocks like Hailu Chading (002255) and Aotexun (002227) also faced declines of 9.96% and 5.61%, respectively [2] Capital Flow Analysis - The other power equipment sector experienced a net outflow of 1.08 billion yuan from main funds, while retail investors saw a net inflow of 472 million yuan [2][3] - Notable net inflows from retail investors were observed in stocks like Jintai Technology (002951) with 704.14 million yuan, while Keda (002518) saw a net outflow of 732.7 million yuan from retail investors [3] - The main funds showed a net inflow in stocks like Magmet (002851) with 96.64 million yuan, while other stocks like Shenghong Co. (300693) had a net outflow of 68.73 million yuan from main funds [3]

（文章来源：每日经济新闻） 每经AI快讯，海陆重工盘中跌停，跌幅9.96%，成交额超20亿元。 ...

Core Insights - The stock of Hailu Heavy Industry increased by 6.84% today, with a turnover rate of 34.95% and a trading volume of 3.06 billion yuan, indicating significant market activity [2] - Institutional investors net sold 71.44 million yuan, while the Shenzhen Stock Connect saw a net sell of 34.57 million yuan, despite a net buy of 43.34 million yuan from brokerage seats [2][3] - The stock has appeared on the "Dragon and Tiger List" eight times in the past six months, with an average price increase of 1.28% the day after being listed and an average increase of 5.75% over the following five days [3] Trading Activity - The top five trading seats accounted for a total transaction volume of 638 million yuan, with a net sell of 62.66 million yuan [2] - Specific trading details show that three institutional seats were involved, with a total buy amount of 88.87 million yuan and a sell amount of 160 million yuan, resulting in a net sell of 71.44 million yuan [2] - The largest buying and selling seat was the Shenzhen Stock Connect, with a buy amount of 71.22 million yuan and a sell amount of 106 million yuan, leading to a net sell of 34.57 million yuan [2][3] Fund Flow - Today's main capital inflow for the stock was 135 million yuan, with a significant inflow of 110 million yuan from large orders [3] - Over the past five days, the main capital has seen a net outflow of 305 million yuan [3]

本周换手率超100%个股中，公布年度业绩预告的共有2只，以净利润增幅中值来看，净利润增幅最高的 是丹娜生物，预计净利润中值为9496.28万元，同比增幅为8.92%。（数据宝） 证券时报·数据宝统计显示，本周共有72只个股换手率超过100%；换手率在50%~100%的有266只；换手 率在10%~50%的有2566只。分行业看，本周换手率100%以上个股中，电力设备行业个股最多，有17只 个股上榜；医药生物、基础化工等紧随其后，分别有9只、9只个股上榜。 一周高换手率个股 | 代码 | 简称 | 最新收盘价 | 一周涨跌幅 | 一周换手率 | 一周资金净流入（万 | 行业 | | --- | --- | --- | --- | --- | --- | --- | | | | （元） | （%） | （%） | 元） | | | 300062 | 中能电 | 11.61 | 2.02 | 234.68 | -10223.83 | 电力设 | | | 气 | | | | | 备 | | 300437 | 清水源 | 17.17 | 17.12 | 203.68 | -1780.70 | 环保 | | 002255 ...

Core Insights - Thorium ore is emerging as a strategic energy resource due to its high energy density, safety, low waste, and cost-effective extraction when associated with rare earth elements [1][4][6] - China leads in both resources and technology, with proven industrial reserves of 287,000 tons, ranking second globally, and significant breakthroughs in thorium fuel technology [1][4][6] - The thorium mining industry in China is characterized by a "net import" trade pattern, with Nigeria being a key source of imports, and prices for thorium ore have shown a significant upward trend [1][6][8] Thorium Mining Industry Overview - Thorium ore consists of minerals containing thorium, which has significant economic value due to its properties and association with rare earth elements [2][3] - The core advantages of thorium include extremely high energy density, superior safety performance, and low extraction costs [3][4] Current Development Status of China's Thorium Mining Industry - China's thorium mining industry is transitioning from a niche resource to a strategic energy core, supported by abundant resources and technological advancements [4][6] - The Baiyun Obo mining area holds over 75% of China's thorium reserves, with significant potential for further exploration [4][6] Thorium Resource Distribution in China - China's thorium resources are managed under strict regulations, leading to a notable "net import" pattern despite domestic abundance [6][8] - The import volume of thorium ore has been increasing, with a notable 24.67% year-on-year growth in the first nine months of 2025 [6][8] Thorium Mining Industry Supply Chain - The thorium mining industry has established a complete supply chain from geological exploration to nuclear fuel manufacturing, with applications expanding beyond nuclear power [9][11] - The industry is characterized by collaboration across the supply chain, with upstream resources being integrated with rare earth mining processes [9][11] Competitive Landscape of China's Thorium Mining Industry - The industry exhibits a competitive structure with monopolies in resource extraction, concentrated technology, and collaborative applications [14][15] - Key players include Baogang Group, which controls over 75% of thorium resources, and leading companies in materials and equipment manufacturing [14][15] Future Development Trends of China's Thorium Mining Industry - The future of the thorium mining industry will focus on the continuous breakthrough and commercialization of thorium-based molten salt reactor technology [16][17] - There will be an emphasis on deep collaboration across the supply chain, driving technological upgrades and expanding applications in clean energy and industrial processes [16][17] - The diversification of applications will enhance the strategic value of thorium, contributing to energy security and reducing reliance on imported uranium [17]

Core Insights - A total of 74 stocks had a turnover rate exceeding 100% this week, indicating high trading activity in the market [1] - The top three stocks by turnover rate were Zhongneng Electric with 234.68%, Qingshuiyuan at 203.67%, and Hailu Heavy Industry at 201.29% [1] - The sectors with the highest turnover rates included electric equipment, basic chemicals, and pharmaceutical biology [1] - Among the stocks with a turnover rate over 100%, Haike Xinyuan, Antai Group, and Fuxiang Pharmaceutical showed the highest price increases this week [1]

Core Viewpoint - The stock of Hailu Heavy Industry experienced a decline of 1.57% with a turnover rate of 37.21%, indicating significant trading activity and potential volatility in the market [2]. Trading Activity - The total trading volume for Hailu Heavy Industry reached 3.268 billion yuan, with an amplitude of 10.23% [2]. - Institutional investors net bought 141 million yuan, while the Shenzhen Stock Connect saw a net sell of 3.2766 million yuan, and the combined net sell from brokerage seats amounted to 131 million yuan [2]. - The top five trading seats accounted for a total transaction of 695 million yuan, with a net buying amount of 6.7026 million yuan [3]. Institutional Participation - Three institutional specialized seats were involved in the trading, with a total buying amount of 163 million yuan and selling amount of 2.15561 million yuan, resulting in a net buy of 141 million yuan [2]. - The Shenzhen Stock Connect was the largest buying and selling seat, with a buying amount of 105 million yuan and a selling amount of 108 million yuan, leading to a net sell of 3.2766 million yuan [2]. Recent Performance - Over the past six months, Hailu Heavy Industry has appeared on the trading leaderboard seven times, with an average price increase of 0.36% the day after being listed and an average increase of 1.15% over the following five days [3]. - The stock experienced a net outflow of 44.9715 million yuan in principal funds today, with large orders contributing to a net outflow of 37.5178 million yuan [3].

盘后数据显示，11月14日龙虎榜中，共42只个股出现了机构的身影，有20只股票呈现机构净买入，22只 股票呈现机构净卖出。 当天机构净买入前三的股票分别是时空科技、海陆重工、中一科技，净买入金额分别是2.08亿元、1.41 亿元、1.13亿元。 当天机构净卖出前三的股票分别是众生药业、华盛锂电、顺钠股份，净流出金额分别是2.37亿元、1.21 亿元、9063万元。 | 以下清清 1.14 | 机构资金参与个股- | | | --- | --- | --- | | 证券简称 | 目涨跌幅 | 机构净买入(万元) | | 时空科技 | 6.70% | 20785.87 | | 海は重工 | -1.57% | 14126.16 | | 中一科技 | 19.99% | 11336.04 | | 联化科技 | 10.00% | 10205.53 | | 康芝药业 | 20.00% | 9185.37 | | 丰元股份 | 9.99% | 8235.94 | | 康鹏科技 | 1.31% | 4260.72 | | 诚达药业 | 20.00% | 4005.95 | | 海辰药业 | 19.99% | 3558.87 | ...

11月13日，A股三大指数低开高走，沪指涨0.73%报4029点续创十年新高，深证成指涨1.78%，创业板指涨2.55%，全市场超3900股上 涨，逾百股涨停。市场热点聚焦锂矿概念、锂电池产业链。 高位股方面，合富中国继续缩量涨停走出13天12板，摩恩电气将连板高度拓展至8连板。玄学炒作火热，简称带有美好寓意的安泰集 团21天12板，"三字辈"三木集团9天6板，"马字辈"海马汽车10天6板。 下面来看下今日龙虎榜情况： 龙虎榜单日净买入额前三为天赐材料、英维克、多氟多，分别为7.68亿元、4.69亿元、4.05亿元。 龙虎榜单日净卖出额前三为天际股份、永太科技、好上好，分别为3.80亿元、1.88亿元、1.59亿元。 龙虎榜中涉及机构专用席位的个股中，当日净买入额前三为天赐材料、海科新源、英维克，分别为2.38亿元、1.35亿元、1.15亿元。 龙虎榜中涉及机构专用席位的个股中，当日净卖出额前三为天际股份、永太科技、方正电机，分别为4.02亿元、3.23亿元、9254.55万 元。 部分榜单个股题材： 天赐材料(电解液长单+六氟磷酸锂+固态电池+精细化工) 今日涨停，全天换手率10.02%，成交额66.09亿 ...