"大金重工（002487）"微信公众号12月4日消息，近日，大金重工与德国Briese Schiffahrts GmbH & Co. KG（以下简称："Briese Schiffahrts公司"）签署谅解备忘录，该公司是库克斯港新建码头的所有者，也 是多用途重吊船领域的全球领导者，双方将利用大金的自有运输船队和Briese的全球航运网络，在库克 斯港共同打造一个国际海上风电产业枢纽。 在谅解备忘录签署仪式上，库克斯港市政府代表确认，该市的战略是支持库克斯港在德国能源转型中发 挥日益重要的作用。库克斯港作为德国北海沿岸独一无二的港口，有能力为快速发展的海上风电产业提 供母港服务。 Briese Schiffahrts公司成立于1984年，总部位于德国莱尔，是海运物流和船舶管理领域的领导者。Briese 运营着一支由127艘船舶组成的船队，涵盖多用途船重吊船、科考船等特种船舶。凭借数十年的专业技 术，Briese Schiffahrts能够提供全球运输解决方案。除了航运业务，Briese还在库克斯港和埃姆登管理和 运营现代化的港口码头，支持高效的货物装卸、仓储和多式联运。在库克斯哈芬，公司正在开发一个占 地20. ...

开源证券近日发布风电设备行业投资策略：2025年10月《风能北京宣言2.0》提出"十五五"期间国内风 电年新增装机容量不低于120GW，其中海风年新增不低于15GW，"十五五"期间国内风电装机规模有望 再上台阶。全球风能协会预测2025-2030年全球除中国陆风合计新增装机为367GW，复合增长率为 12.4%，海风复合增长率为15.8%，欧洲、亚太除中国、拉美等市场均展现出强劲的风电需求增长动 力。 以下为研究报告摘要： "十五五"国内风电装机有望再上台阶 海外需求正在起量，国内企业加速出海 全球风能协会预测2025-2030年全球除中国陆风合计新增装机为367GW，复合增长率为12.4%，海风复 合增长率为15.8%，欧洲、亚太除中国、拉美等市场均展现出强劲的风电需求增长动力。面对快速起量 的海外需求，国内风机企业正在加速出海，通过在巴西、欧洲、中亚等地投资建厂，国内风机企业正在 从单纯的产品出口转为深度的属地化布局，2025年前三季度国内7家整机商合计中标海外订单19.28GW 再创新高，海外订单单价更高、盈利能力更好，随着海外订单进入集中交付期，将直接驱动整机环节企 业盈利能力的提升。此外，2024年 ...

Core Viewpoint - On December 3, the Shanghai Composite Index fell by 0.51%, with institutional investors appearing on the trading lists of 26 stocks, net buying 9 and net selling 17 [1][2]. Institutional Trading Summary - Institutional specialized seats net bought the most in Sifangda, which closed up by 15.37% with a turnover rate of 30.53% and a transaction amount of 1.998 billion [2][5]. - Aerospace Development closed up by 5.20% with a turnover rate of 46.99% and a transaction amount of 12.469 billion, with net buying of 38.97 million from institutional seats [2][5]. - Tongyu Communication closed down by 2.54% with a turnover rate of 59.65% and a transaction amount of 5.945 billion, with net buying of 34.58 million from institutional seats [2][5]. Market Performance Analysis - The probability of stocks with institutional net buying rising the next day is 52.25%, and the probability of outperforming the Shanghai Composite Index is 50.87% [3]. - Among the stocks with the highest net selling by institutions, Nanguang Digital had a net selling amount of 187.90 million, with a turnover rate of 38.46% [3][6]. Deep and Shanghai Stock Connect - On December 3, 19 stocks on the trading list had appearances from Deep and Shanghai Stock Connect, with net buying in stocks like Tongyu Communication and Aerospace Power [7][8]. - The net buying amounts for these stocks included 187.42 million for Tongyu Communication and 50.85 million for Aerospace Power [8].

Summary of Key Points Core Viewpoint - The net buying by brokerage firms on December 3 amounted to 1.083 billion yuan, with 21 stocks experiencing net purchases and 23 stocks facing net sales, indicating a mixed sentiment in the market [1]. Net Buying Stocks - The stocks with the highest net buying included: - C China Uranium: 419.40 million yuan, accounting for 5.19% of the day's trading volume, with a price increase of 280.04% [1]. - Aerospace Power: 336.93 million yuan, representing 6.57% of the trading volume, with a price increase of 6.46% [1]. - China National Machinery Industry: 298.49 million yuan, making up 18.01% of the trading volume, with a price increase of 10.06% [1]. - Other notable mentions include: - Daoming Optics: 225.88 million yuan, 7.22% increase [1]. - Huaying Technology: 205.33 million yuan, 10.02% increase [1]. Net Selling Stocks - The stocks with the highest net selling included: - Tongyu Communication: 96.90 million yuan, accounting for 9.69% of the trading volume [1]. - Rongji Software: 53.10 million yuan, representing 5.31% of the trading volume [1]. - Aerospace Development: 10.10 million yuan, making up 1.01% of the trading volume [1]. - Other notable mentions include: - Hezhong China: 41.57 million yuan, with a price decrease of 10.02% [1]. - Saiwei Electronics: 23.33 million yuan, with a price decrease of 19.56% [1].

12月3日，第二十二届世界风能大会暨第三届汕头国际风电技术创新大会在汕头开幕。此次大会以"风能 赋能未来：创新、协作与可持续增长"为主题，不仅为全球风电行业搭建起高端国际合作桥梁，同步启 动的"新能源企业出海综合服务基地"更从法律、金融等关键维度发力，为我国风电企业海外布局构建起 系统性支撑体系。 "当前全球风电市场的竞争逻辑已发生深刻变革，从单一的产品价格比拼转向全链条服务能力的综合较 量。"浙江大学管理学院特聘教授钱向劲在接受《证券日报》记者采访时表示，风能大会的召开与出海 服务基地的落地，标志着中国风电出海正从"单点突破"加速迈向"生态协同"的全新阶段。 风电出海的双重驱动力 事实上，这一产业转型背后，是我国风电产业历经多年发展积淀形成的全链条竞争优势。中国企业改革 与发展研究会发布的《全球能源转型报告（2025）》显示，我国已建成全球最大、最完整的清洁能源产 业链。以风电产业为例，我国风电产品出口到全球多个国家和地区，共向全球提供70%的风电设备，推 动全球风电成本下降超过60%。 努曼陀罗商业战略咨询公司创始人霍虹屹向《证券日报》记者表示，我国风电企业已形成从核心零部件 到整机制造、工程建设的完整产 ...

Strong Individual Stocks - As of December 3, the Shanghai Composite Index fell by 0.51% to 3878.0 points, the Shenzhen Component Index decreased by 0.78% to 12955.25 points, and the ChiNext Index dropped by 1.12% to 3036.79 points [1] - A total of 54 stocks in the A-share market hit the daily limit up, with the top three strong stocks being: Daoming Optics (002632), Shunhao Co., Ltd. (002565), and Galaxy Electronics (002519) [1] - The top 10 strong stocks with specific data include: - Daoming Optics (002632): 5 consecutive limit ups, turnover rate of 33.12%, and closing price of 31.2 - Shunhao Co., Ltd. (002565): 4 consecutive limit ups, turnover rate of 23.57%, and closing price of 25.5 - Galaxy Electronics (002519): 3 limit ups in 4 days, turnover rate of 28.41%, and closing price of 19.7 [1] Strong Concept Sectors - The top three concept sectors with the highest gains in the A-share market are: Cultivated Diamonds, Hyperbaric Oxygen Chambers, and China-South Korea Free Trade Zone [2] - The top 10 concept sectors with their respective gains include: - Cultivated Diamonds: 2.72% increase - Hyperbaric Oxygen Chambers: 0.92% increase - China-South Korea Free Trade Zone: 0.77% increase [3]

Market Overview - On December 3, the Shanghai Composite Index fell by 0.51%, the Shenzhen Component Index decreased by 0.78%, and the ChiNext Index dropped by 1.12% with a total market turnover of 1.68 trillion yuan, an increase of 763 billion yuan compared to the previous trading day [1] - Over 3,800 stocks declined, while sectors such as cultivated diamonds, coal, and wind power equipment saw gains, whereas AI applications and lithium mining sectors experienced declines [1] Key Stocks Performance - Jinfu Technology experienced a "heaven and earth board" phenomenon, while Haiwang Bio and Hai Xin Food achieved six consecutive trading limits. Daoming Optical closed with a five consecutive trading limit, and commercial aerospace concept stock Shunhao shares saw a four consecutive trading limit [3] - The top three net buying stocks on the daily leaderboard were China Uranium Industry, Guojin Heavy Industry, and Aerospace Power, with net purchases of 419 million yuan, 327 million yuan, and 296 million yuan respectively [4] Notable Stock Movements - China Uranium Industry surged by 280.05% on its first trading day, with a turnover of 8.09 billion yuan and a turnover rate of 77.55% [5] - Guojin Heavy Industry rose by 10.06% to 3.83 yuan, with a turnover of 1.657 billion yuan and a turnover rate of 6.20% [5] - Aerospace Power increased by 6.46% to 25.70 yuan, with a turnover of 5.13 billion yuan and a turnover rate of 32.78% [5] Institutional Activity - The top three net selling stocks were Pingtan Development, Tongyu Communication, and Nanwang Digital, with net sales of 362 million yuan, 354 million yuan, and 207 million yuan respectively [6] - Institutional net buying in stocks included Sifangda, Aerospace Development, and Tongyu Communication, with net purchases of 56.07 million yuan, 38.97 million yuan, and 34.58 million yuan respectively [7] Sector Highlights - Guojin Heavy Industry signed a contract worth 1.339 billion yuan for offshore wind power equipment, accounting for 35.41% of its 2024 revenue [14] - The company reported a significant increase in revenue and net profit for the first three quarters of 2025, with revenue of 4.595 billion yuan and a net profit of 888 million yuan, representing year-on-year growth of 99.2% and 214.6% respectively [14] - Huaying Technology is transitioning towards high-margin products such as automotive displays and industrial control screens, with R&D investment accounting for 10.66% of revenue in the first half of 2025 [18]

电力设备行业资金流入榜 沪指12月3日下跌0.51%，申万所属行业中，今日上涨的有6个，涨幅居前的行业为交通运输、有色金 属，涨幅分别为0.69%、0.63%。跌幅居前的行业为传媒、计算机，跌幅分别为2.86%、2.26%。电力设 备行业今日下跌1.02%。 资金面上看，两市主力资金全天净流出578.83亿元，主力资金净流入的行业仅有3个，有色金属行业净 流入资金44.07亿元；煤炭行业净流入资金2.35亿元；交通运输行业净流入资金533.07万元。 主力资金净流出的行业有28个，计算机行业主力资金净流出规模居首，全天净流出资金91.85亿元，其 次是电子行业，净流出资金为81.63亿元，净流出资金较多的还有电力设备、通信、传媒等行业。 电力设备行业今日下跌1.02%，全天主力资金净流出61.40亿元，该行业所属的个股共364只，今日上涨 的有72只，涨停的有5只；下跌的有282只。以资金流向数据进行统计，该行业资金净流入的个股有91 只，其中，净流入资金超亿元的有5只，净流入资金居首的是航天机电，今日净流入资金2.87亿元，紧 随其后的是大金重工、龙蟠科技，净流入资金分别为2.81亿元、1.93亿元。电力设 ...

Core Viewpoint - The stock of Dajin Heavy Industry reached its daily limit, with a turnover rate of 5.45% and a transaction volume of 1.854 billion yuan, indicating strong market interest and volatility [2] Group 1: Trading Activity - The stock was listed on the Shenzhen Stock Exchange due to a daily price deviation of 10.87%, with institutional investors net selling 2.7454 million yuan and the Shenzhen Stock Connect seeing a net purchase of 11.7 million yuan [2] - The top five trading departments accounted for a total transaction volume of 616 million yuan, with a net purchase of 236 million yuan after a buy volume of 426 million yuan and a sell volume of 190 million yuan [2] - Major buying departments included three institutional special seats, with a total buying amount of 123 million yuan and a selling amount of 125 million yuan, resulting in a net sell of 2.7454 million yuan [2] Group 2: Capital Flow - The stock experienced a net inflow of 281 million yuan from main funds, with a significant inflow of 243 million yuan from large orders and 37.274 million yuan from medium orders [2] - Over the past five days, the main funds have seen a net inflow of 301 million yuan, indicating sustained investor interest [2] Group 3: Margin Trading Data - As of December 2, the margin trading balance for the stock was 1.085 billion yuan, with a financing balance of 1.08 billion yuan and a securities lending balance of 5.1957 million yuan [3] - In the last five days, the financing balance increased by 19.0234 million yuan, reflecting a growth rate of 1.79%, while the securities lending balance rose by 703.7 thousand yuan, with a growth rate of 15.67% [3]

格隆汇12月3日｜大金重工(002487.SZ)今日涨停，换手率5.45%，成交额18.54亿元。龙虎榜数据显示，深股通买入1.59亿元，卖出4251万元，净买入1.17亿 元；游资"量化打板"位列买二席位，净买入7232万元；"成都系"位列买三席位，净买入7096万元。上榜席位合计净买入2.36亿元。(格隆汇) | 头人金额最大的削5名 | | | | | | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | | 深股通专用 | 724次 46.55% 2 | 15916.69 | 8.59% | | 2 | 开源证券股份有限公司西安西大街证券营业部 | 691次 49.93% | 7234.26 | 3.90% | | 3 | 国泰海通证券股份有限公司成都北一环路证券营业部 | 129次 56.59% | 7169.93 | 3.87% | | 4 | 机构专用 | 1544次 42.23% | 6407.99 | 3.46% | | 5 | 机构专用 | 1544次 42.23% | 3430.88 | 1.85% ...