Group 1 - The company has supercritical carbon dioxide compressor products, which are currently mainly applied in the heat pump sector [2] - There are no products directly applied to supercritical power generation projects at this time [2]

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（1 月 15 日、1 月 16 日）日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》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： 证券代码：002639 证券简称：雪人集团 公告编号：2026-003 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。 2．公司董事会郑重提醒广大投资者：《证券时报》《中国证券报》和巨潮 资讯网（www.cninfo.com.cn）为公司选定的信息披露媒体，公司所有信息均以 在上述媒体披露的信息为准，请广大投资者理性投资，注意风险。 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 ...

格隆汇1月18日｜雪人集团发布公告，公司股票在1月15日、1月16日连续2个交易日内日收盘价格跌幅偏 离值累计超20%，属异常波动。经核查，前期披露信息无更正补充，公司经营正常，内外部环境无重大 变化。公司、控股股东和实控人林汝捷无应披露未披露重大事项，异常波动期间其未买卖公司股票。公 司不存在信披违规情形，提醒投资者以指定媒体披露信息为准，理性投资。 ...

雪人集团公告称，公司股票（证券代码：002639）在1月15日、1月16日连续2个交易日内日收盘价格跌 幅偏离值累计超20%，属异常波动。经核查，前期披露信息无更正补充，公司经营正常，内外部环境无 重大变化。公司、控股股东和实控人林汝捷无应披露未披露重大事项，异常波动期间其未买卖公司股 票。公司不存在信披违规情形，提醒投资者以指定媒体披露信息为准，理性投资。 ...

Investment Rating - The report indicates a positive outlook for the power equipment industry, particularly in the renewable energy sector, with significant investments and technological advancements expected to drive growth [1][2][4]. Core Insights - The report highlights that the State Grid's investment during the "14th Five-Year Plan" period is projected to reach 4 trillion yuan, marking a 40% increase compared to the previous plan [2]. - The report emphasizes the stability in polysilicon prices and the continuous rise in battery component prices, with N-type battery prices increasing to 0.40 yuan per watt [15][16]. - The report identifies three key areas of focus: supply-side reform leading to price increases in the industry chain, long-term growth opportunities from new technologies, and industrialization opportunities from perovskite GW-level layouts [16]. Summary by Sections 1. New Energy Generation 1.1 Photovoltaics - Polysilicon prices remain stable, while battery component prices are on the rise, with N-type battery prices reaching an average of 0.40 yuan per watt [15]. - The report notes that leading component companies are responding to industry self-discipline by raising component prices, with distributed sales prices reaching 0.72 yuan per watt [15][16]. - Key companies to watch include Tongwei Co., GCL-Poly, LONGi Green Energy, JA Solar, and Trina Solar [16]. 1.2 Wind Power & Grid - The UK AR7 offshore wind auction results exceeded expectations, with a total scale of approximately 8.4GW, validating the upward trend in European offshore wind [17]. - The State Grid's investment is expected to enhance transmission capacity significantly, addressing bottlenecks in renewable energy delivery [18]. - Companies to focus on include Goldwind, Yunda Wind Power, Mingyang Smart Energy, and Sany Heavy Energy [18]. 1.3 Hydrogen & Energy Storage - By 2025, the production and sales of fuel cell vehicles in China are projected to reach 7,797 units, reflecting a 44% year-on-year increase [20]. - The report anticipates that new energy storage installations will reach 58.6GW/175.3GWh by 2025, with significant growth expected in the energy storage sector [21]. - Key players in the hydrogen sector include Shuangliang Energy, Huadian Heavy Industries, and Shenghui Technology [20]. 2. New Energy Vehicles - Solid-state batteries are gaining traction, with several automakers making progress towards mass production by 2026 [29]. - Companies such as BYD, Changan Automobile, and Chery are expected to achieve significant milestones in solid-state battery technology [29]. - The report suggests monitoring companies like Xiamen Tungsten, Hailiang Co., and Nanjing Advanced Lithium Battery [29]. 3. Industry Trends - The report notes a 0.4% increase in the new energy equipment sector from January 12 to January 16, 2026, with a cumulative increase of 5.3% since the beginning of the year [12]. - The photovoltaic equipment sector saw a 3.52% increase, while the wind power equipment sector experienced a decline of 1.28% during the same period [13].

Summary of Key Points Core Viewpoint - On January 16, the Shanghai Composite Index fell by 0.26%, with institutional investors appearing on the trading lists of 40 stocks, net buying 22 and net selling 18 [1]. Institutional Trading Activity - Institutional special seats were involved in 40 stocks, with a total net selling amount of 674 million yuan. Among these, 22 stocks saw net buying while 18 experienced net selling [1]. - The stock with the highest net buying was Xue Ren Group, which closed at the daily limit down, with a turnover rate of 30.52% and a transaction amount of 4.465 billion yuan. Institutional seats accounted for three of the top five trading departments, with a total net buying of 234.07 million yuan [2]. - Tongyu Communication also saw a significant net buying of 210.51 million yuan, despite a closing drop of 8.75% and a turnover rate of 34.05% [2]. - Hongxiang Co., Ltd. experienced a rise of 11.33% with a turnover rate of 40.36%, leading to a net buying of 201.67 million yuan from institutional investors [3]. Performance of Stocks - The average increase of stocks with net institutional buying was 3.76%, outperforming the Shanghai Composite Index. Strong performers included Huakang Clean and Jintai Sun, which closed at the daily limit up [3]. - Among the stocks with net buying, two provided earnings forecasts for 2025, with one expecting a profit increase of 31.93% [3]. Net Selling Stocks - The stock with the highest net selling was Baiwei Storage, which saw a net selling of 1.2947 billion yuan despite a closing increase of 17.19% [4]. - Siyuan Electric, with a net selling of 291.58 million yuan, also appeared on the trading list due to a significant price deviation [4]. - Tongfu Microelectronics had a net selling of 86.78 million yuan, with a price deviation of 10.13% [4]. Stock Connect Activity - On January 16, 35 stocks on the trading list had either Shenzhen or Shanghai Stock Connect participation, with Siyuan Electric and Tongyu Communication seeing net buying of 307 million yuan and 218 million yuan, respectively [6]. - Stocks like Kangqiang Electronics and Aerospace Machinery experienced net selling amounts of 147 million yuan and 98.56 million yuan, respectively [6].

1月16日，上证指数下跌0.26%，深证成指下跌0.18%，创业板指下跌0.2%。盘后龙虎榜数据显示，共有63只个股 因当日异动登上龙虎榜，资金净流入最多的是美年健康（002044.SZ），达5.79亿元。 据21投资通智能监测，40只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及35只。 5.79亿元资金抢筹美年健康，5.74亿元资金出逃佰维存储 63只上榜的龙虎榜个股中，35只个股被净买入，28只个股被净卖出。其中，资金净买入最多的是美年健康，达 5.79亿元，占总成交金额的10.96%。美年健康当日收盘下跌9.99%，换手率为17.5%。 | 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换手率 | 解读 | | --- | --- | --- | --- | --- | --- | | | | 额(万元) | 总成交比 | | | | 美年健康 | -9.99% | 57939 | 10.96% | 17.5% | 主力做T,成功率4 | | | | | | | 1.42% | | 三安光电 | 10.03% | 55237 | 11.09% | 6.5% | 普通席位买入,成功 ...

Market Overview - The Shanghai Composite Index closed at 4101.91 points, down 0.26%, with a trading volume of 13,380 billion yuan [1] - The Shenzhen Component Index closed at 14,281.08 points, down 0.18%, with a trading volume of 16,883.05 billion yuan [1] - The ChiNext Index closed at 3361.02 points, down 0.2%, with a trading volume of 8,463.56 billion yuan [1] - The STAR 50 Index closed at 1514.07 points, up 1.35%, with a trading volume of 1,168 billion yuan [1] - Total trading volume for both markets reached 30,263.05 billion yuan, an increase of 1,207.57 billion yuan compared to the previous trading day [1] Sector Performance - Strong sectors included electronics, automotive, machinery, power equipment, and home appliances [2] - Weak sectors included media, computer, oil and petrochemicals, agriculture, steel, pharmaceuticals, defense, insurance, and banking [2] - The electronic industry saw the highest net inflow of funds, amounting to 105.68 billion yuan [5] Stock Performance - A total of 2,251 stocks rose, while 2,808 stocks fell, with 114 stocks remaining flat and 11 stocks suspended [2] - 67 stocks hit the daily limit up, while 61 stocks hit the daily limit down [2] - The stock with the highest net inflow was Sanhua Intelligent Controls, with a net inflow of 1.65 billion yuan and a price increase of 5.26% [7][8] - The stock with the highest net outflow was BlueFocus, with a net outflow of 2.01 billion yuan and a price decrease of 11.52% [10][11] Institutional Activity - Institutions had a net sell of approximately 6.6 billion yuan, with 21 stocks seeing net purchases and 15 stocks seeing net sales [13] - The stock with the highest net purchase by institutions was Snowman Group, with a net purchase of approximately 234 million yuan [13][14]

| 五矿发展 | 10.02% | -284.93 | | --- | --- | --- | | 亿能电力 | 0.16% | -288.46 | | 拓日新能 | -8.04% | -411.58 | | 灿能电力 | -0.29% | -617.04 | | 南方路机 | 4.44% | -661.56 | | 天岳先进 | 20.00% | -774.31 | | 志特新材 | -20.01% | -1419.14 | | 蓝箭电子 | 13.51% | -2080.47 | | 大位科技 | -6.15% | -2215.34 | | 美登科技 | -9.16% | -2362.59 | | 惠博普 | -3.32% | -2653.56 | | 矽电股份 | 3.39% | -3206.19 | | 康强电子 | 10.02% | -3418.90 | | 盈新发展 | 10.16% | -3715.56 | | 福赛科技 | 20.00% | -3775.72 | | 通富微电 | 10.00% | -8678.32 | | 思源电气 | 10.00% | -29157.82 | | 新泉股份 ...

Core Viewpoint - The Shanghai Composite Index fell by 0.26% on January 16, with the electronic and automotive sectors leading the gains, increasing by 2.64% and 1.69% respectively, while the media and computer sectors experienced the largest declines of 4.84% and 2.23% respectively [1]. Industry Summary Mechanical Equipment Industry - The mechanical equipment sector rose by 1.23% today, with a net inflow of 3.587 billion yuan in main funds. Out of 531 stocks in this sector, 356 stocks increased, 7 stocks hit the daily limit up, while 164 stocks decreased, and 7 stocks hit the daily limit down [1]. - Among the stocks with net inflows, 279 stocks saw capital inflows, with 19 stocks receiving over 100 million yuan. The top three stocks by net inflow were Wuzhou Xinchun (8.01 billion yuan), Aerospace Engineering (3.45 billion yuan), and Saiteng Co. (2.83 billion yuan) [1]. - The stocks with the largest net outflows included Xue Ren Group (-5.67 billion yuan), Hezhuan Intelligent (-3.06 billion yuan), and Guoji Heavy Industry (-2.03 billion yuan) [1][2]. Mechanical Equipment Industry Fund Inflow Ranking - Wuzhou Xinchun: +10.00%, turnover rate 16.15%, main fund flow 800.89 million yuan - Aerospace Engineering: +4.92%, turnover rate 11.55%, main fund flow 344.79 million yuan - Saiteng Co.: +10.01%, turnover rate 12.64%, main fund flow 282.96 million yuan [1]. Mechanical Equipment Industry Fund Outflow Ranking - Xue Ren Group: -9.99%, turnover rate 30.52%, main fund flow -567.33 million yuan - Hezhuan Intelligent: -10.00%, turnover rate 21.00%, main fund flow -306.09 million yuan - Guoji Heavy Industry: -2.59%, turnover rate 3.11%, main fund flow -202.74 million yuan [2].