证券代码：002347 证券简称：泰尔股份 公告编号：2026-01 泰尔重工股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在虚假记载、误导 性陈述或者重大遗漏。 一、股票交易异常波动的情况介绍 泰尔重工股份有限公司（以下简称"公司"）股票（证券简称：泰尔股份， 证券代码：002347）于2026年1月13日、1月14日、1月15日连续3个交易日内收盘 价格跌幅偏离值累计超过20%，根据《深圳证券交易所交易规则》相关规定，属于 股票交易异常波动情况。 二、公司关注、核实的情况说明 针对公司股票异常波动，公司董事会对有关事项进行了核查，现就有关情况 说明如下： 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、公司已披露的经营情况、内外部经营环境未发生重大变化。 4、公司、控股股东和实际控制人不存在关于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。 5、经核查，控股股东、实际控制人在股票异常波动期间不存在买卖公司股票 的情形。 三、是否存在应披露而未披露信息的说明 公司董事会确认，公司目前没有任何根据《深 ...

Market Overview - The general equipment sector experienced a decline of 0.47% on January 15, with Daye Co., Ltd. leading the losses [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] Top Gainers in General Equipment Sector - Jingce Electronics (300567) saw a closing price of 119.00, with an increase of 8.10% and a trading volume of 185,800 shares [1] - Xinlei Co., Ltd. (301317) closed at 37.25, up 7.60%, with a trading volume of 91,100 shares [1] - Yingliu Co., Ltd. (603308) closed at 48.44, increasing by 5.83% with a trading volume of 266,700 shares [1] - Other notable gainers include Youlide (688628) at 36.92 (+5.79%), Tongfei Co., Ltd. (300990) at 91.37 (+5.34%), and Baonanchangke (688433) at 80.68 (+5.05%) [1] Top Losers in General Equipment Sector - Daye Co., Ltd. (603278) reported a significant drop of 10.03%, closing at 12.92 with a trading volume of 437,400 shares [2] - Aerospace Power (600343) also fell by 10.00%, closing at 44.09 with a trading volume of 905,600 shares [2] - Other major decliners include Luxin Investment (600783) at 31.95 (-10.00%), JuLi Sockets (002342) at 12.60 (-10.00%), and Snowman Group (002639) at 24.23 (-9.99%) [2] Capital Flow Analysis - The general equipment sector saw a net outflow of 4.127 billion yuan from institutional investors, while retail investors contributed a net inflow of 3.994 billion yuan [2] - The sector experienced a net inflow of 134 million yuan from speculative funds [2] Individual Stock Capital Flow - Jingce Electronics (300567) had a net inflow of 244 million yuan from institutional investors, accounting for 11.41% of its trading volume [3] - New Lai Materials (300260) reported a net inflow of 162 million yuan, with a net outflow of 52.41 million yuan from speculative funds [3] - Other stocks with notable capital flows include Zongshen Power (001696) with a net inflow of 96.49 million yuan and a net outflow of 99.06 million yuan from retail investors [3]

Group 1 - The stock of Tail股份 increased by 6.14% today, with a turnover rate of 37.86% and a transaction amount of 2.403 billion yuan, showing a volatility of 13.84% [2] - Institutional investors net bought 38.8952 million yuan, while the total net buying from brokerage seats was 3.7820 million yuan [2] - The stock has appeared on the龙虎榜 six times in the past six months, with an average price increase of 2.50% the day after being listed and an average increase of 11.37% over the following five days [3] Group 2 - The main capital flow for the stock today showed a net inflow of 20.7675 million yuan, with a significant single net inflow of 59.1134 million yuan, while large single capital experienced a net outflow of 38.3459 million yuan [3] - The top five brokerage seats on the龙虎榜 had a total transaction amount of 444.5 million yuan, with a buying transaction amount of 244 million yuan and a selling transaction amount of 201 million yuan, resulting in a total net buying of 42.6772 million yuan [2] - Specific brokerage seats included four institutional special seats, which collectively bought 154 million yuan and sold 115 million yuan, leading to a net buying of 38.8952 million yuan [2]

Industry Overview - The rapid development of key sectors in China's economy, such as automotive, shipbuilding, construction, petrochemicals, nuclear energy, and oil and gas transportation, has significantly boosted the demand for the upstream metallurgy industry, thereby driving the growth of the metallurgy equipment manufacturing industry [1][8] - The market size of China's metallurgy equipment manufacturing industry is projected to grow from 103.085 billion yuan in 2018 to 143.675 billion yuan in 2024, with a compound annual growth rate (CAGR) of 5.69% [9] Policy Support - The Chinese government has introduced numerous policies to support the metallurgy equipment manufacturing industry, focusing on large-scale, intelligent, and green transformation of equipment, as well as enhancing digital technology applications [2] - Specific initiatives include the "Copper Industry High-Quality Development Implementation Plan (2025-2027)" and the "Aluminum Industry High-Quality Development Implementation Plan (2025-2027)," which aim to promote innovation and the modernization of equipment [2] Industry Chain - The upstream of the metallurgy equipment manufacturing industry consists of raw materials and components, including steel, non-ferrous metals, castings, and forgings, which are essential for manufacturing [4] - The midstream involves the production and manufacturing of metallurgy equipment, while the downstream includes industries such as iron and steel, steel processing, and non-ferrous metal smelting [4] Production and Growth Trends - China's steel production is a critical raw material for metallurgy equipment manufacturing, with production expected to grow from 1.05 billion tons in 2017 to 1.4 billion tons in 2024, reflecting a CAGR of 4.2% [6] - The production of metallurgy equipment experienced a recovery in 2022, with output reaching 6.8849 million tons in 2024, a year-on-year increase of 0.63% [7] Competitive Landscape - The industry features a dual structure of international giants and domestic leading enterprises, with companies like CITIC Heavy Industries and China First Heavy Industries emerging as key players in the domestic market [9][10] - Domestic companies are increasingly capturing market share by leveraging local demand, cost-effectiveness, and rapid service response, challenging the dominance of foreign firms in certain segments [9] Future Development Trends - The industry is expected to focus on large-scale and extreme manufacturing capabilities, with advancements in equipment aimed at higher efficiency and lower energy consumption [12] - There will be a significant shift towards integrating smart technologies and digital twin systems throughout the equipment lifecycle, enhancing predictive maintenance and operational efficiency [13] - The trend towards green and low-carbon processes will become a core innovation direction, emphasizing the importance of carbon reduction technologies in equipment design and manufacturing [14]

Group 1 - The stock of Tail股份 increased by 2.13% with a turnover rate of 44.17% and a trading volume of 2.839 billion yuan, showing a volatility of 15.49% for the day [2] - Institutional investors net sold 33.83 million yuan, while the total net selling from brokerage seats amounted to 12.17 million yuan [2] - The stock was listed on the龙虎榜 due to its daily volatility of 15.49% and turnover rate of 44.17%, with institutional proprietary seats contributing to the net selling [2] Group 2 - Over the past six months, the stock has appeared on the龙虎榜 five times, with an average price increase of 4.45% the day after being listed and an average increase of 13.79% over the following five days [3] - The stock experienced a net outflow of 22.70 million yuan in principal funds today, with a significant net inflow of 21.45 million yuan from large orders, while large orders saw a net outflow of 44.15 million yuan [3] - In the last five days, the stock has seen a total net outflow of 239 million yuan in principal funds [3] Group 3 - Detailed trading information shows that the top five buying and selling brokerage seats had a combined transaction amount of 564 million yuan, with buying totaling 259 million yuan and selling totaling 305 million yuan, resulting in a net selling of 45.99 million yuan [2] - Specific brokerage seats included five institutional proprietary seats, with total buying amounting to 194 million yuan and selling amounting to 228 million yuan, leading to a net selling of 33.83 million yuan [2]

Core Insights - The market experienced a strong performance with 120 stocks hitting the daily limit up, and a total of 43 stocks classified as consecutive limit-up stocks, indicating a bullish sentiment among investors [1] - The advancement rate of consecutive limit-up stocks reached 71.42%, excluding ST and delisted stocks, showcasing a significant increase in market enthusiasm [1] Group 1: Market Performance - Over 4,100 stocks rose in the market, with more than 100 stocks hitting the limit up for the second consecutive trading day [1] - The stock of Victory Energy, which resumed trading, achieved a limit up with a T-shaped pattern, marking its 13th consecutive limit-up [1] - Jia Mei Packaging, which underwent a shareholding change, also saw a limit up, achieving 12 limit-ups over 16 days [1] Group 2: Sector Performance - Resource stocks, particularly in non-ferrous metals and chemicals, showed strong performance, with Luoyang Molybdenum and Zijin Mining both rising over 6% to reach historical highs [1] - Hengli Petrochemical has increased over 20% since December, reaching a nearly four-year high [1] Group 3: Emerging Concepts - The brain-computer interface sector continued its strong momentum, with nearly 20 stocks achieving consecutive limit-ups, including Sanbo Brain Science, Meihao Medical, and Aipeng Medical [1] - The commercial aerospace concept remained active, with notable performances from large-cap stocks such as China Satellite Communications, which achieved 4 limit-ups in 6 days, and Goldwind Technology, which hit a limit up and reached a historical high [1]

Group 1 - The stock of Tail股份 increased by 6.14% with a turnover rate of 49.03% and a trading volume of 3.182 billion yuan, showing a volatility of 16.31% throughout the day [2] - Institutional investors net sold 15.6055 million yuan, while total net selling from brokerage seats amounted to 24.6403 million yuan [2] - The stock was listed on the Shenzhen Stock Exchange due to its daily volatility of 16.31% and turnover rate of 49.03% [2] Group 2 - The top five brokerage seats involved in trading accounted for a total transaction volume of 630 million yuan, with buying amounting to 295 million yuan and selling at 335 million yuan, resulting in a net selling of 40.2458 million yuan [2] - Among the brokerage seats, four institutional specialized seats were active, with total buying of 203 million yuan and selling of 218 million yuan, leading to a net selling of 15.6055 million yuan [2] - The stock experienced a net outflow of 348 million yuan from major funds, including a net outflow of 191 million yuan from large orders and 157 million yuan from significant orders over the day [2]

证券时报·数据宝统计，截至（1月5日）收盘，沪指报4023.42点，涨54.58点，涨幅为1.38%；深成指报 13828.63点，涨303.61点，涨幅为2.24%；创业板指报3294.55点，涨91.38点，涨幅为2.85%。个股方 面，今日105只A股换手率超过20%，其中，C新广益、御银股份等2只个股换手率达五成以上，半数筹 码易主。（数据宝） 1月5日两市换手率居前个股一览 | 证券代码 | 证券简称 | 收盘价（元） | 换手率（%） | 涨跌幅（%） | | --- | --- | --- | --- | --- | | 301687 | C新广益 | 69.18 | 58.57 | -3.00 | | 002177 | 御银股份 | 8.62 | 50.56 | -8.40 | | 002347 | 泰尔股份 | 13.14 | 49.03 | 6.14 | | 002792 | 通宇通讯 | 45.81 | 46.47 | 7.28 | | 301667 | 纳百川 | 73.58 | 44.81 | -8.31 | | 688809 | C强一 | 283.00 | 42.38 | 10. ...

Group 1 - The core point of the article highlights that 泰尔股份 (Tai'er Co., Ltd.) has achieved a significant trading volume of 2.302 billion yuan, marking a new high since December 12, 2024 [2] - The latest stock price of 泰尔股份 has increased by 6.22%, indicating a positive market response [2] - The turnover rate for 泰尔股份 stands at 35.69%, suggesting high trading activity and investor interest [2]

Group 1 - The market opened strong on the first trading day of 2026, with the ChiNext Index rising over 1.00% and the Shanghai Composite Index increasing by 0.45%, reaching a high of 3994.77 points during the session [1] - Sectors such as brain-computer interfaces, oil and gas, precious metals, and commercial aerospace showed significant gains, with nearly 3400 stocks in the Shanghai and Shenzhen markets rising [1] - Precious metals and gaming sectors led the gains, while the commercial aerospace concept stocks opened high, with companies like Goldwind Technology and Aerospace Science & Industry Corporation hitting the daily limit [3] Group 2 - Blue Arrow Aerospace's IPO was accepted, aiming to become the "first commercial rocket stock," with plans to raise 7.5 billion yuan for projects related to reusable rocket capacity and technology enhancement [4] - Market sentiment was reflected in stocks like Fenglong Co., which hit the daily limit for the sixth time, and other commercial aerospace stocks such as Shenkong Co. and China Satellite, which opened significantly higher [7] - Other sectors like robotics and digital currency also saw varied performances, with some stocks opening lower despite the overall market strength [7]