Core Viewpoint - The stock of Xue Ren Group has experienced abnormal fluctuations, with a cumulative price deviation exceeding 20% over two consecutive trading days, prompting an investigation by the Shenzhen Stock Exchange [1] Summary by Relevant Sections - **Stock Price Movement** - The company's stock price fluctuated significantly, with a cumulative deviation of over 20% on November 4 and 5 [1] - **Company Disclosure** - The company confirmed that there are no corrections or supplements needed for previously disclosed information [1] - No recent media reports have been found that could significantly impact the company's stock price [1] - **Operational Status** - The company's production and operational conditions remain normal, with no significant changes in the internal or external business environment [1] - **Insider Trading** - The controlling shareholder and actual controller, Lin Rujie, did not engage in any stock trading during the period of abnormal fluctuations [1] - **Board Confirmation** - The board of directors confirmed that there are no undisclosed significant matters and no information that could materially affect the stock price has been received [1]

证券代码：002639 证券简称：雪人集团 公告编号：2025-063 福建雪人集团股份有限公司 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、股票交易异常波动的情况介绍 福建雪人集团股份有限公司（以下简称"公司"或"本公司"）股票（证券 简称：雪人集团，证券代码：002639）连续 2 个交易日内（11 月 4 日、11 月 5 日）日收盘价格涨跌幅偏离值累计超过 20%，根据《深圳证券交易所交易规则》 的有关规定，属于股票交易异常波动的情况。 二、公司关注、核实的相关情况 针对公司股票交易异常波动，公司对有关事项进行了核实，现就有关情况说 明如下： 1. 经核查，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传媒报道了可能或已经对本公司股票交易价格产生 较大影响的未公开重大信息； 3. 近期公司生产经营情况正常，内外部经营环境未发生重大变化； 4. 公司、控股股东和实际控制人林汝捷先生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； 5. 经查询，公司控股股东和实际控制人林汝捷先生在本 ...

Core Insights - Xue Ren Group's stock reached the daily limit, with a turnover rate of 30.98% and a transaction volume of 2.741 billion yuan, showing a price fluctuation of 3.71% [2] - The stock was listed on the Dragon and Tiger list due to a price deviation of 9.55%, with net selling from the Shenzhen Stock Connect amounting to 2.9032 million yuan [2] - Over the past six months, the stock has appeared on the Dragon and Tiger list 16 times, with an average price increase of 2.14% the following day and an average increase of 3.34% over five days [2] Trading Activity - The top five trading departments accounted for a total transaction volume of 766 million yuan, with a net buying amount of 45.5361 million yuan [2] - The main buying department was Guosheng Securities, with a buying amount of 104.9299 million yuan, while the main selling department was Zhongtai Securities, with a selling amount of 98.8982 million yuan [3][4] - The stock saw a net inflow of 22.644 million yuan in main funds today, with a significant inflow of 157 million yuan from large orders [2] Margin Trading Data - As of November 4, the margin trading balance for the stock was 519 million yuan, with a financing balance of 518 million yuan and a securities lending balance of 76.57 million yuan [3] - Over the past five days, the financing balance increased by 2.1569 million yuan, representing a growth of 0.42%, while the securities lending balance increased by 68,600 yuan, a rise of 9.84% [3]

Group 1 - The core viewpoint of the news is that Xue Ren Group (002639.SZ) has experienced a consecutive limit-up in stock price, indicating strong market interest and trading activity [1] - The stock's turnover rate reached 30.98%, with a total transaction value of 2.741 billion yuan [1] - Notable trading activities include a net purchase of 103 million yuan by the "Ningbo Sangtian Road" trading seat, while significant net sales were recorded by "Chengguan Xi" at 89.73 million yuan and "Chengdu System" at 49.53 million yuan [1] Group 2 - The top five buying trading departments accounted for a total purchase amount of 405.56 million yuan, representing 14.80% of the total trading volume [2] - The "Ningbo Sangtian Road" trading department was the most active buyer, contributing 104.93 million yuan, which is 3.83% of the total transaction [1][2] - The "Deep Stock Connect" was also a significant buyer, with a purchase amount of 70.67 million yuan, accounting for 2.58% of the total trading volume [1][2]

Core Viewpoint - The ocean economy concept stocks are experiencing significant activity and growth, driven by government support and emerging technologies in deep-sea sectors [1] Group 1: Stock Performance - Ocean economy stocks such as Xue Ren Group, Caesar Travel, Haixia Co., and Tebian Electric are hitting the daily limit up, indicating strong market interest [1] - Aerospace Intelligent Manufacturing has surged over 14%, while Zhu Mian Group and Fei Wo Technology have increased by over 7% and 5%, respectively [1] Group 2: Industry Insights - The ocean economy is expected to drive domestic demand growth, with deep-sea technology empowering industrial upgrades [1] - The 2025 government work report has identified "deep-sea technology" as a core emerging industry, prompting coastal provinces to release plans supporting the development of marine equipment, energy, and aquaculture [1] Group 3: Sector Opportunities - Offshore power generation is advancing towards deep waters, with floating wind and solar power showing significant potential [1] - The marine aquaculture sector has vast growth opportunities, particularly in deep-sea farming, with upstream feed companies likely to benefit from market expansion [1] - Policy support and recovering demand are expected to benefit marine tourism specialty companies [1]

Core Viewpoint - The Fujian sector in the A-share market has shown a counter-trend increase, with several companies experiencing significant stock price rises, indicating potential investment opportunities in this region [1][2]. Group 1: Stock Performance - Zhongneng Electric (300062) saw a rise of 10.43%, with a total market capitalization of 4.723 billion and a year-to-date increase of 44.05% [2]. - Xiamen Construction Machinery (600815) increased by 10.09%, with a market cap of 6.582 billion and a year-to-date rise of 40.00% [2]. - Snowman Group (002639) rose by 10.04%, with a market cap of 10.6 billion and a year-to-date increase of 100.00% [2]. - Pingtan Development (000592) also increased by 10.04%, with a market cap of 18.2 billion and a year-to-date rise of 228.57% [2]. - Anji Food (603696) rose by 10.03%, with a market cap of 3.147 billion and a year-to-date increase of 64.39% [2]. - Shida Group (600734) increased by 9.95%, with a market cap of 8.909 billion and a year-to-date rise of 13.30% [2]. - Zhangzhou Development (000753) saw a rise of 7.50%, with a market cap of 9.806 billion and a year-to-date increase of 130.41% [2]. - Haixia Environmental Protection (603817) increased by 5.77%, with a market cap of 4.601 billion and a year-to-date rise of 45.99% [2]. - Zhongfutong (300560) rose by 5.59%, with a market cap of 3.474 billion and a year-to-date decrease of 2.33% [2]. - Qingshan Paper (600103) increased by 5.47%, with a market cap of 9.075 billion and a year-to-date rise of 58.94% [2].

Group 1 - The Fujian sector in the A-share market is experiencing a counter-trend rise, with notable increases in several companies [1] - Zhongneng Electric has surged over 10%, while companies such as Xiamen Construction, Snowman Group, Pingtan Development (14 consecutive trading days with gains), Anji Food, and Shida Group have reached the 10% daily limit [1] - Zhangzhou Development has increased by over 7%, and Haixia Environmental Protection, Zhongfutong, and Qingshan Paper have risen by over 5% [1]

Core Viewpoint - The ice and snow industry is experiencing a strong performance driven by the early start of the 2025-2026 snow season, leading to increased consumer spending and positive financial results from related companies [1][4]. Industry Performance - On November 4, the ice and snow industry sector saw a rise of 1.35%, continuing an upward trend since October 13 [2]. - Notable individual stock performances included a 13.49% increase for Jingxue Energy (301010), and a significant rise for Dalian Shengya (600593) and Xue Ren Group, with Dalian Shengya's stock price increasing nearly 90% since October 10 [2]. Market Trends - The onset of colder temperatures has led to the early opening of outdoor ski resorts, with many skiers shifting from indoor to outdoor venues [3]. - Search volume for "outdoor ski resorts" surged nearly 900% since mid-October, indicating a strong consumer interest in ice and snow activities [3]. Company Financials - Xue Ren Group reported a third-quarter revenue of 671 million yuan, a year-on-year increase of 31.68%, and a net profit of 12.27 million yuan, up 12.73% [4]. - Changbai Mountain reported a third-quarter revenue of 401 million yuan, a 17.78% increase, and a net profit of 151 million yuan, up 19.43% [4]. Future Outlook - The ice and snow industry is projected to exceed 1 trillion yuan by 2025, with continued growth expected due to upcoming large-scale winter sports events [4].

Core Viewpoint - The ice and snow industry is experiencing a strong performance driven by the early start of the 2025-2026 snow season, leading to increased consumer spending and positive financial results from related companies [1][2]. Industry Trends - The ice and snow industry sector saw a 1.35% increase on November 4, continuing an upward trend since October 13 [1]. - Multiple ski resorts across the country have opened earlier than usual, significantly boosting the ice and snow tourism market [2]. - The new winter-spring flight schedule, effective from October 26, enhances capacity for "northward skiing" and "southward winter escape" routes [1]. Company Performance - Xue Ren Group reported a third-quarter revenue of 671 million yuan, a year-on-year increase of 31.68%, and a net profit of 12.27 million yuan, up 12.73% [3]. - Changbai Mountain's third-quarter revenue reached 401 million yuan, growing 17.78% year-on-year, with a net profit of 151 million yuan, an increase of 19.43% [3]. - The overall revenue for Xue Ren Group in the first three quarters was 1.631 billion yuan, up 24.26%, and net profit was 39.17 million yuan, a 16.63% increase [3]. - Changbai Mountain's revenue for the first three quarters was 636 million yuan, a 6.99% increase, with a net profit of 14.9 million yuan, growing 1.03% [3]. Market Outlook - The ice and snow industry is projected to exceed 1 trillion yuan by 2025, with continued growth expected due to upcoming large-scale winter sports events [3]. - The rising popularity of ice and snow tourism is prompting investment interest in related stocks [3].

Core Insights - The ice and snow economy stocks have shown significant activity, with companies like Dalian Shenya (600593) and Xue Ren Group (002639) hitting the daily limit, indicating strong market interest in this sector [1] Group 1: Market Performance - On November 4, several ice and snow economy stocks experienced notable gains, including a more than 13% increase for Jingxue Energy (301010) and over 7% for Changbai Mountain (603099) [1] - The early opening of ski resorts across multiple regions has led to a surge in hotel bookings, with increases of 50% to 70% compared to previous periods [1] Group 2: Consumer Behavior - A report from Qunar Travel indicated that hotel bookings in areas surrounding ski resorts have increased significantly, with a 51.6% rise in bookings for hotels in Fuyun County after the opening of the Keketohai International Ski Resort [2] - The Zhangjiakou Chongli Wanlong Ski Resort opened on October 21, leading to a 243% year-on-year increase in hotel bookings for the next three months [2] Group 3: Travel Trends - The new winter-spring flight schedule initiated on October 26 has resulted in a 23% year-on-year increase in flight bookings to Harbin, a popular ice and snow destination [3] - Southern tourists are increasingly interested in ice and snow tourism, with over 60% of bookings for related products coming from southern cities [3]