一家卖"绳子"的公司，12天拿下6个涨停，这究竟是黑马逆袭，还是又一场击鼓传花的游戏？ 资料显示，巨力索具的实际控制人为杨建忠、杨建国、杨会德、杨子四兄弟。 自2013年限售解禁后，杨氏家族便开始频繁减持，累计套现超25亿，持股比例从上市初的73.75%骤降 至28.27%；而杨子本人也在2013年后通过多次减持清仓，套现约2亿。 谁能想到，一家主业是软索具、钢丝绳的公司——巨力索具，居然也一脚油门，蹭上了商业航天这趟星 际快车！ 去年底，公司在机构调研中透露：要把技术延伸到商业航天领域，不仅能造国内首创的"可回收火箭捕 获臂"，连火箭地面试验的拉索装置也不在话下。 今年1月，更是在互动平台"官宣"：蓝箭航天已是合作伙伴。 市场的热情瞬间被点燃。随着商业航天概念起飞，巨力索具股价也从7块多一路冲到17块多，一个多月 涨了130%；更绝的是，它的走势和商业航天板块堪称"神同步"：板块涨它就冲，板块跌它立马怂，简 直是概念股的"课代表"。 与此同时巨力索具的业绩也迎来好消息，2025年预计盈利1600万至2100万，相比2024年亏损4681万，同 比暴涨134%至145%，扭亏为盈的业绩又为股价增添了几分底气。 ...

巨力索具2月5日发布公告，股票连续三个交易日内（2026年2月3日、2月4日、2月5日）收盘价格涨幅偏 离值累计达到28.41%。根据深圳证券交易所的相关规定，属于股票交易异常波动的情况。经核实，近 期公司经营情况正常，内外部经营环境未发生重大变化。公司、控股股东及实际控制人不存在关于本公 司的应披露而未披露的重大事项，或处于筹划阶段的重大事项。公司未发现近期公共媒体报道了可能或 已经对公司股票交易价格产生较大影响的未公开重大信息。公司控股股东、实际控制人在公司股票异常 波动期间不存在买卖公司股票的情形｡ ...

证券代码：002342 证券简称：巨力索具 公告编号：2026-009 巨力索具股份有限公司 针对公司股票交易异常波动，公司对有关事项进行了核查，并函询了公司控 股股东及实际控制人，现将有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共媒体报道了可能或已经对公司股票交易价格产生较大 影响的未公开重大信息； 3、近期公司经营情况正常，内外部经营环境未发生重大变化； 4、公司、控股股东及实际控制人不存在关于本公司的应披露而未披露的重大 事项，或处于筹划阶段的重大事项； 关于股票交易异常波动的公告 公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 一、股票交易异常波动的情况 巨力索具股份有限公司（以下简称"公司"）股票（证券代码：002342，证 券简称：巨力索具）连续三个交易日内（2026 年 2 月 3 日、2026 年 2 月 4 日、2 月 5 日）收盘价格涨幅偏离值累计达到 28.41%。根据深圳证券交易所的相关规定， 属于股票交易异常波动的情况。 二、公司关注、核实情况说明 5、公司控股股东、实际控制人在公司股票异常 ...

| 序号 | 交易营业部名称 | | | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | --- | --- | | | 深般通专用 | | 965次 47.56% | S | 40834.92 | 5.74% | | 2 | 国泰海通证券股份有限公司北京知春路证券营业部 | 76次 | 50.00% | A | 553.08 | 0.08% | | 3 | 中泰证券股份有限公司湖北分公司 | 41次 | 53.66% | | 1945.75 | 0.27% | | 4 | 国泰海通证券股份有限公司武汉紫阳东路证券营业部 | 26次 | 57.69% | A | 123.83 | 0.02% | | 5 | 华鑫证券有限责任公司北京光华路证券营业部 | 3-穴 | 66.67% | A | 6.47 | 0.00% | | | (买入前5名与卖出前5名)总合计: | | | | 88738.18 | 12.48% | 此前两连板涨停的巨力索具(002342.SZ)今日涨7.21%，股价创历史新高，换手率40.36%，成交额71.09亿元。龙虎榜数据显示 ...

巨力索具今日涨7.21%，成交额71.09亿元，换手率40.36%，盘后龙虎榜数据显示，深股通专用席位买入 4.08亿元并卖出1.99亿元，2家机构专用席位净买入2.48亿元。 ...

Core Viewpoint - The A-share market is currently experiencing significant interest in specific stocks driven by industry trends, technological advancements, and external market influences. Group 1: Popular Stocks - The top ten popular stocks in the A-share market include Xiexin Integrated, Leo Group, TCL Zhonghuan, Juyi Sogou, Tuori New Energy, Shuangliang Energy Saving, Baiyin Nonferrous Metals, Aerospace Development, Intercontinental Oil and Gas, and Zhejiang Wen Internet [1][2]. Group 2: Stock Highlights - Xiexin Integrated is benefiting from multiple favorable factors, including a visit from Elon Musk's team to Chinese photovoltaic companies, which has increased market attention on the space photovoltaic concept [3]. - Leo Group's stock performance is driven by its alignment with popular market sectors such as AI marketing and liquid cooling servers, with its subsidiary making progress in AI applications for digital marketing [3]. - TCL Zhonghuan's market performance is attributed to its asset optimization and investment in new energy technologies, particularly BC and TOPCON battery technologies, alongside industry-wide positive news [4]. - Juyi Sogou is influenced by commercial aerospace and deep-sea technology themes, being a core supplier for major national aerospace projects [4]. - Tuori New Energy is supported by industry improvements and its own advancements in perovskite and HJT battery technologies, alongside strategic shifts towards distributed power stations and cross-border e-commerce [5]. - Shuangliang Energy Saving's growth is linked to external market trends and its own business developments, including significant orders in hydrogen equipment and stable supply for photovoltaic silicon wafers [5]. - Baiyin Nonferrous Metals is gaining attention due to the bullish trend in global precious metals, with rising silver and copper prices and strategic investments in the gold industry [5]. - Aerospace Development is experiencing significant revenue growth and a substantial increase in commercial aerospace orders, supported by its unique capabilities in military information technology [6].

来源丨凤凰网财经《公司研究院》 走过四十载风雨历程，巨力索具在资本市场迎来了一场特殊的 "生日献礼"—— 受益于商业航天、深海系泊等热门概念加持，公司股价年内涨幅超 90%，动态市盈率逼近千倍。 然而，在这场看似热闹的资本盛宴背后，这家上市 15 年的老牌企业却暗藏多重隐忧。 净利润累计不足 7 亿，不及实控人杨氏家族这些年套现金额的四分之一。此外，高负债、应收账款高企、现金流持续失血的财务压力日益凸显，叠加 股权质押、监管处罚等多重风险，股价狂欢与经营困境形成刺眼反差。 四十而 "惑" 的巨力索具，正站在概念泡沫与基本面考验的十字路口。 01 商业航天概念催生股价狂欢 这家走过40周年的老牌索具企业，核心现状是"概念热、股价涨、风险藏"。受益于"商业航天""深海系泊"等热门概念加持，公司股价年内涨幅迅 猛，截至2026年2月4日，股价报17.61元，年内涨幅超90%，动态市盈率（TTM）逼近千倍，远超机械设备行业平均水平。 控股股东及实控人的高比例股权质押问题尤为突出，2月2日公司公告显示，控股股东巨力集团及实控人杨会德合计质押1491万股无限售流通股，其 中杨会德个人质押比例高达46.61%，占公司总股本 ...

Group 1 - AVIC Chengfei is a core subsidiary of China Aviation Industry Group, specializing in the research and development of military fighter jets and trainer aircraft, holding a leading position in the aviation equipment manufacturing sector [1] - The company has successfully provided key structural components for various domestic commercial rocket enterprises and has participated in multiple commercial space launch missions, gaining high industry recognition for its technical reliability and product stability [1] - With the accelerated development of commercial aerospace, the company is expected to benefit from the increasing demand for aerospace structural components and special materials, expanding its market share significantly [1] Group 2 - AVIC Xifei is a major manufacturer of military transport aircraft, bombers, and early warning aircraft, possessing top-tier technical strength in the aviation equipment manufacturing field [2] - The company has actively expanded its commercial aerospace business by providing core products such as structural components and lightweight parts for commercial rockets, meeting the industry's demand for high reliability [2] - As the frequency of commercial space launches continues to rise, the company aims to deepen its innovation in aerospace technology and solidify its position as a core supplier in the commercial aerospace structural component sector [2] Group 3 - Xiamen Xiangyu is a leading bulk commodity supply chain service provider, leveraging its unique location in the Xiamen Free Trade Zone to build a global logistics, trade, and financial service network [3] - The company has successfully provided fuel transportation and supply chain support services for multiple domestic commercial rocket launch missions, gaining wide recognition from industry clients [3] - With the acceleration of global commercial aerospace layout, the demand for cross-border transportation and supply chain services for aerospace materials is expected to grow significantly [3] Group 4 - Hisense Visual is a domestic leader in display technology, with a comprehensive industrial layout from panel manufacturing to terminal products, holding international leadership in high-resolution display and laser display technologies [4] - The company has provided customized display components for domestic commercial satellite projects, meeting stringent aerospace-grade requirements and gaining high recognition from aerospace enterprises [4] - As the construction of low-orbit satellite constellations accelerates, the demand for spaceborne optical equipment is expected to grow significantly, positioning the company to benefit from this trend [4] Group 5 - Far East Holdings is a leading enterprise in the cable and superconducting materials sector, with strong technical capabilities and a comprehensive industrial chain [5] - The company has successfully provided core cable products for multiple domestic commercial rocket launch missions, gaining wide recognition for its technical performance and product quality [5] - As commercial aerospace equipment evolves towards intelligence, lightweight, and high power, the demand for high-performance cables and superconducting materials is expected to continue to grow [5] Group 6 - AVIC Heavy Machinery is a core supplier in the aerospace forging sector, possessing advanced forging technology and a complete processing system [6] - The company has provided key forged products for various commercial rocket enterprises, participating in multiple key commercial aerospace launch projects [6] - With the increasing frequency of commercial rocket launches, the demand for high-end alloy forgings is expected to continue to rise, allowing the company to expand its production capacity in this area [6] Group 7 - Taiyuan Iron and Steel is a leading enterprise in the stainless steel industry, with global-leading production technology and a large capacity scale [7] - The company has provided core stainless steel materials for multiple domestic commercial aerospace projects, meeting aerospace-grade standards and gaining recognition from aerospace enterprises [7] - As the demand for high-end stainless steel and special alloy materials continues to grow, the company plans to deepen its research and development in aerospace-specific materials [7] Group 8 - Jiugang Hongxing is a leading enterprise in the steel industry in Northwest China, with a complete steel production industrial chain [8] - The company has provided customized steel products for several commercial aerospace projects, gaining industry recognition for its technical performance [8] - With the scale development of commercial aerospace equipment, the demand for high-strength steel is expected to continue to grow, prompting the company to optimize its production processes [8] Group 9 - Wind Power Equipment and Aerospace Supporting Equipment is a key enterprise in the field, with strong technical capabilities and a comprehensive production system [9] - The company has provided structural components for commercial rockets and precision processing parts for aerospace ground equipment, gaining industry recognition [9] - As the frequency of commercial rocket launches increases, the demand for precision structural components is expected to continue to grow [9] Group 10 - Yiyang Technology is a leading enterprise in the field of high-end castings and forgings, with a complete production system [10] - The company has provided engine castings for domestic commercial rocket enterprises, participating in the supply of satellite thrusters [10] - With the development of commercial rockets towards high thrust and reusability, the demand for high-temperature alloy castings is expected to continue to grow [10]

Group 1: Stock Performance - Hangzhou Electric Co. and Mingdiao Co. achieved four consecutive trading limits, while Tiantong Co. had three limits in four days [1][2] - Major stocks with significant gains include Hangzhou Electric Co. (+49.97% to 12.02), Mingdiao Co. (+9.99% to 30.95), and Datong Co. (+10.00% to 16.94) [2] - The A-share market showed mixed results, with the Shanghai Composite Index up 0.85% and the Shenzhen Component Index up 0.21%, while the ChiNext Index fell by 0.4% [3] Group 2: Trading Volume and Turnover - The top three stocks by net buying on the daily leaderboard were Yinlun Co. (2.37 billion), Huadian Kewang (1.42 billion), and TCL Zhonghuan (1.41 billion) [4][5] - The top three stocks by net selling were Xiexin Integration (-4.21 billion), Dongfang Risheng (-2.7 billion), and Liou Co. (-2.53 billion) [6][8] Group 3: Company Highlights - Jili Sogou Co. is involved in commercial aerospace and deep-sea mooring, with a projected net profit of 16 million to 21 million for 2025, indicating a turnaround from losses [9][10] - Shenghui Technology focuses on grid equipment, hydrogen energy, and lithium batteries, with a market capitalization of 4.965 billion [11] - CIMC Group is engaged in commercial aerospace, hydrogen energy, and marine engineering equipment, with a market capitalization of 615.29 billion [14][15] Group 4: Industry Trends - The National Energy Administration emphasized hydrogen energy as a key component of the future national energy system, with plans to increase green hydrogen production capacity to 250,000 tons per year by 2025 [17] - The Ministry of Industry and Information Technology is focusing on future industries, including 6G, quantum technology, and hydrogen energy, to drive technological breakthroughs [13]

Group 1 - The deep-sea technology index experienced a strong surge on February 4, with significant gains in several companies [1] - CIMC Group, ShenKong Co., and JuLi Rigging all reached the daily limit increase [1] - Keli Co. and QianNeng HengXin saw their stock prices rise by over 8% [1]