证券代码：002679 证券简称：福建金森 公告编号：JS-2025-061 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.在公司股票异常波动期间，公司控股股东、实际控制人及其一致行动人 福建金森林业股份有限公司 关于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的真实、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 福建金森林业股份有限公司（以下简称"公司"）股票（证券代码：00267 9，证券简称：福建金森）交易价格连续 2 个交易日内（2025 年 10 月 30 日、2 025 年 10 月 31 日）收盘价格涨幅累计偏离 22.60%。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的情况。 二、公司关注并核实的情况说明 针对公司股票异常波动，公司进行了自查，并对公司控股股东就相关事项 进行了核查，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.近期公司生 ...

Market Overview - A-shares experienced a rally followed by a pullback, with the Shanghai Composite Index breaking through 4000 points for the first time in 10 years before adjusting [1] - Daily trading volume exceeded 2 trillion yuan, with weekly trading volume surpassing 10 trillion yuan [1] - Margin trading saw significant increases, with over 41.3 billion yuan added, bringing the total margin balance to a historical high of 2.48 trillion yuan [1] Sector Performance - The electronics sector received over 9 billion yuan in net financing, while power equipment and communications sectors saw net inflows of over 6.3 billion yuan and 5 billion yuan, respectively [1] - Major inflows were noted in the power equipment sector, with over 49.5 billion yuan in net inflows from institutional investors, while the electronics sector experienced a net outflow of over 16.2 billion yuan [1] - The forestry sector surged, with the index rising over 48% to reach a 6.5-year high, driven by the publication of the "15th Five-Year Plan" [2] Policy Impact - The "15th Five-Year Plan" emphasizes green development, aiming for carbon neutrality and ecological safety, which has positively influenced market sentiment [2] - The new energy sector saw a broad rally, with various sub-sectors like energy storage and hydrogen energy reaching historical highs [2] - Key sectors highlighted for investment include communication infrastructure, semiconductor manufacturing, and industrial software, driven by policy support [3]

Core Insights - The forestry sector experienced a significant increase of 7.8% on October 31, with Fujian Jinsen leading the gains [1] - In contrast, the Shanghai Composite Index closed at 3954.79, down 0.81%, and the Shenzhen Component Index closed at 13378.21, down 1.14% [1] Sector Performance - Fujian Jinsen (002679) closed at 14.00, up 9.98% with a trading volume of 175,900 shares and a transaction value of 239 million [1] - Pingtan Development (000592) closed at 7.08, up 9.94% with a trading volume of 5,091,600 shares [1] - Yong'an Forestry (000663) closed at 7.34, up 1.80% with a trading volume of 176,100 shares [1] - ST Jinggu (600265) closed at 20.00, up 0.20% with a trading volume of 4,416 shares [1] Capital Flow - The forestry sector saw a net inflow of 124 million from main funds, while retail investors experienced a net outflow of 44.59 million [1] - Pingtan Development had a main fund net inflow of 82.38 million, but a net outflow from retail and speculative funds [2] - Fujian Jinsen had a main fund net inflow of 35.41 million, with outflows from both retail and speculative funds [2] - Yong'an Forestry recorded a main fund net inflow of 8.25 million, with a slight net outflow from retail investors [2] - ST Jinggu experienced a net outflow from main and speculative funds, but a net inflow from retail investors [2]

Group 1 - Fujian local stocks experienced a significant rise, with Pingtan Development achieving 8 consecutive trading limits in 11 days [1] - Fulongma and Fujian Jinsen recorded 2 consecutive trading limits [1] - Other companies such as Zhuoyue New Energy, Luchao Information, Jinlong Automobile, and Sanmu Group also saw increases [1]

福建金森今日涨停，全天换手率9.11%，成交额2.54亿元，振幅15.83%。龙虎榜数据显示，机构净卖出 550.86万元，营业部席位合计净买入1910.79万元。 具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买三、卖二、卖三、卖四，合计买入 金额1186.08万元，卖出金额1736.94万元，合计净卖出550.86万元。 深交所公开信息显示，当日该股因日振幅值达15.83%上榜，机构专用席位净卖出550.86万元。 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 开源证券股份有限公司西安西大街证券营业部 | 1457.71 | 3.80 | | 买二 | 国信证券股份有限公司深圳泰然九路证券营业部 | 640.86 | 3.45 | | 买三 | 机构专用 | 626.21 | 547.28 | | 买四 | 开源证券股份有限公司西安阎良人民路证券营业部 | 599.96 | 0.00 | | 买五 | 东方证券股份有限公司无锡梁清路证券营业部 | 571.24 | 13.16 | | 卖一 | ...

Group 1 - The forestry sector experienced a significant increase of 5.75% on October 30, with Fujian Jinsen leading the gains [1] - The Shanghai Composite Index closed at 3986.9, down 0.73%, while the Shenzhen Component Index closed at 13532.13, down 1.16% [1] - Fujian Jinsen's stock price rose by 10.03% to 12.73, with a trading volume of 214,800 shares and a transaction value of 254 million yuan [1] Group 2 - The net outflow of main funds in the forestry sector was 388 million yuan, while retail investors saw a net inflow of 465 million yuan [1] - The detailed fund flow for individual stocks showed that Fujian Jinsen had a net inflow of 50.4 million yuan from main funds, but a net outflow of 39.8 million yuan from speculative funds [2] - Pingtan Development experienced a net outflow of 44.21 million yuan from main funds, but a significant net inflow of 483 million yuan from retail investors [2]

风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，中信保诚基金旗下1只基金位居福建金森十大流通股东。中信保诚多策略混合(LOF)A （165531）三季度新进十大流通股东，持有股数85.07万股，占流通股的比例为0.36%。根据测算，今日 浮盈赚取约98.68万元。 中信保诚多策略混合(LOF)A（165531）成立日期2017年6月16日，最新规模11.33亿。今年以来收益 42.79%，同类排名1890/8152；近一年收益47.15%，同类排名1339/8038；成立以来收益141.79%。 中信保诚多策略混合(LOF)A（165531）基金经理为王颖。 截至发稿，王颖累计任职时间8年259天，现任基金资产总规模49.04亿元，任职期间最佳基金回报 56.72%， 任职期间最差基金回报-8.42%。 10月30日，福建金森涨10.03%，截至发稿，报12.73元/股，成交1.71亿元，换手率6.33%，总市值30.01 亿元。 资料显示，福建金森林业股份有限 ...

种植业与林业板块快速走高，福建金森直线涨停，平潭发展涨超8%，秋乐种业、永安林业、神农种 业、康农种业、辉隆股份跟涨。 ...

公司最新资产负债率为62.17%，在已披露的同业公司中排名第1，较上季度资产负债率减少0.42个百分点，较去年同期资产负债率减少0.37个百分点。 2025年10月29日，福建金森(002679.SZ)发布2025年三季报。 公司营业总收入为9616.17万元，较去年同报告期营业总收入增加46.81万元，实现2年连续上涨，同比较去年同期上涨0.49%。归母净利润为-2364.21万元， 在已披露的同业公司中排名第1，较去年同报告期归母净利润增加409.96万元。经营活动现金净流入为-4012.90万元，较去年同报告期经营活动现金净流入增 加1119.12万元。 公司最新毛利率为39.82%，在已披露的同业公司中排名第1，较上季度毛利率增加1.34个百分点，实现2个季度连续上涨。最新ROE为-3.22%，在已披露的同 业公司中排名第1，较去年同期ROE增加0.59个百分点。 公司摊薄每股收益为-0.02元，在已披露的同业公司中排名第1，较去年同报告期摊薄每股收益增加0.10元。 公司最新总资产周转率为0.05次，较去年同期总资产周转率持平，实现2年连续上涨，同比较去年同期上涨2.09%。最新存货周转率为0.04 ...

Market Review - The Huaxia AI ETF (589010) experienced a decline of 0.54%, closing at 1.482 yuan, with fluctuations between 1.470 yuan and 1.502 yuan throughout the day [1] - The trading volume was approximately 115 million yuan, indicating active market participation [1] - Among the holdings, 14 stocks rose while 16 fell, showing significant structural differentiation, with key AI application and chip stocks like Kingsoft Office and Fuxin Software rising between 3% and 6% [1] - The Robot ETF (562500) slightly decreased by 0.10%, performing better than the Shanghai Composite Index (-0.22%) and the CSI Robot Index (-0.23%) [1] - The trading volume for the Robot ETF was around 1.135 billion yuan, with 32 out of 73 component stocks rising and 41 falling, indicating notable individual stock volatility [1] Hot News - NVIDIA CEO Jensen Huang stated at the GTC conference that the world is facing a labor shortage, and robots will represent a significant opportunity in consumer electronics, emphasizing that jobs are not being taken by robots but by those who can use AI [1] - ZhiYuan Robotics announced a strategic partnership with Longqi Technology to collaborate on the application of embodied intelligent robots in industrial scenarios [1] Institutional Views - CITIC Securities noted that financing activities in the humanoid robot industry chain are diversifying, with several companies completing significant funding rounds, including Xense Robotics and Future Intelligence, each securing over 100 million yuan [2] - The report highlighted that capital is increasingly supporting the innovation across the entire chain of robot technology, from core components to practical applications [2]