天际股份今日涨停，成交额32.39亿元，换手率36.12%，盘后龙虎榜数据显示，3家机构专用席位净买入 1.21亿元。 ...

Group 1 - The core viewpoint of the news is that Tianji Co., Ltd. has seen a significant increase in its stock price, rising by 5.21% to reach 18.19 CNY per share, with a trading volume of 1.622 billion CNY and a turnover rate of 18.50%, resulting in a total market capitalization of 9.12 billion CNY [1] - Tianji Co., Ltd. is based in Shantou, Guangdong Province, and was established on March 30, 1996. It was listed on May 28, 2015. The company specializes in the research, production, and sales of ceramic cooking appliances and electric kettles, as well as lithium hexafluorophosphate [1] - The main revenue composition of Tianji Co., Ltd. includes lithium hexafluorophosphate at 67.27%, sodium phosphinate at 12.80%, small household appliances at 7.86%, hydroxymethylphosphine at 4.69%, other chemical products at 4.21%, potassium fluoroborate at 2.52%, and diphosphate at 0.63% [1] Group 2 - Among the top ten circulating shareholders of Tianji Co., Ltd., one fund from Dongfang Fund holds a position. The Dongfang New Energy Vehicle Theme Mixed Fund (400015) held 3.0136 million shares in the second quarter, unchanged from the previous period, accounting for 0.6% of the circulating shares [2] - The Dongfang New Energy Vehicle Theme Mixed Fund (400015) was established on December 28, 2011, with a latest scale of 7.858 billion CNY. Year-to-date returns are 39.79%, ranking 1510 out of 8174 in its category; the one-year return is 81.33%, ranking 1017 out of 7982; and since inception, the return is 261.92% [2] Group 3 - The fund manager of the Dongfang New Energy Vehicle Theme Mixed Fund (400015) is Li Rui, who has been in the position for 7 years and 278 days. The total asset scale of the fund is 8.065 billion CNY, with the best fund return during his tenure being 91.72% and the worst being -13.72% [3]

天际股份今日下跌3.35%，全天换手率40.01%，成交额36.57亿元，振幅12.91%。龙虎榜数据显示，机构 净卖出1.09亿元，营业部席位合计净卖出2777.79万元。 深交所公开信息显示，当日该股因日换手率达40.01%上榜，机构专用席位净卖出1.09亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交6.54亿元，其中，买入成交额为2.58亿 元，卖出成交额为3.95亿元，合计净卖出1.37亿元。 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，即卖一、卖三、卖五，合计买入金额 5860.40万元，卖出金额1.68亿元，合计净卖出1.09亿元。 资金流向方面，今日该股主力资金净流出2.25亿元，其中，特大单净流出4975.02万元，大单资金净流出 1.76亿元。近5日主力资金净流出5.23亿元。 融资融券数据显示，该股最新（9月12日）两融余额为4.19亿元，其中，融资余额为4.19亿元，融券余额 为13.06万元。近5日融资余额合计增加2.55亿元，增幅为155.49%，融券余额合计增加2.78万元，增幅 27.06%。（数据宝） 天际股份9月15日交易公开信息 | 买/ | ...

天际股份今日跌3.35%，成交额36.57亿元，换手率40.01%，盘后龙虎榜数据显示，有3家机构专用席位 净卖出1.09亿元。 ...

New Stock Issuance - New stock issuance for 联合动力 (code: 301656) at a price of 12.48 on September 15, 2025[1] - *ST天茂 (code: 000627) has a cash option declaration period from September 15 to September 19, 2025[1] - 紫天退 (code: 300280) has 14 trading days remaining until the last trading day during the delisting period[1] Market Alerts - 先导智能 (code: 300450) reported severe abnormal fluctuations[2] - 杭可科技 (code: 688006) and 新华锦 (code: 600735) have recent announcements regarding trading activities[1] - 退市整理期 for multiple stocks including *ST威尔 (code: 002058) and 新炬网络 (code: 605398) has been noted[1] Trading Insights - Significant trading activity observed in stocks like 工业富联 (code: 601138) and 景旺电子 (code: 603228) with recent announcements[1] - The report includes links to detailed announcements for various stocks, indicating ongoing market developments[1]

Company Overview - Tianji Co., Ltd. is located in Shantou City, Guangdong Province, and was established on March 30, 1996. It was listed on May 28, 2015. The company specializes in the research, production, and sales of ceramic cooking appliances and electric kettles, integrating modern technology with traditional ceramic cooking [2] - The main business revenue composition includes lithium hexafluorophosphate (67.27%), sodium phosphinate (12.80%), small household appliances (7.86%), and other chemical products [2] Financial Performance - For the first half of 2025, Tianji Co., Ltd. achieved operating revenue of 1.068 billion yuan, representing a year-on-year growth of 19.16%. However, the net profit attributable to the parent company was -52.36 million yuan, showing a year-on-year increase of 59.00% in losses [2] - The company has distributed a total of 387 million yuan in dividends since its A-share listing, with 160 million yuan distributed in the past three years [3] Stock Performance - As of September 15, Tianji Co., Ltd.'s stock price increased by 108.21% year-to-date, with a 19.50% rise in the last five trading days and a 112.57% increase over the past 60 days [1] - The stock's trading volume on September 15 reached 1.503 billion yuan, with a turnover rate of 16.55% and a total market capitalization of 9.155 billion yuan [1] Shareholder Information - As of September 10, the number of shareholders of Tianji Co., Ltd. was 110,800, an increase of 74.94% from the previous period, while the average circulating shares per person decreased by 42.84% to 4,521 shares [2] - The seventh largest circulating shareholder is the Dongfang New Energy Theme Mixed Fund, holding 3.0136 million shares, with no change in the number of shares held compared to the previous period [3]

Group 1 - The stock of Tianji Co., Ltd. increased by 0.51% today, with a turnover rate of 42.66% and a trading volume of 3.702 billion yuan, showing a fluctuation of 19.48% [2] - Institutional investors net sold 13.837 million yuan, while brokerage seats collectively net bought 19.1808 million yuan [2] - The stock has been listed on the Dragon and Tiger list 7 times in the past six months, with an average price increase of 3.81% the day after being listed and an average increase of 3.04% over the following five days [3] Group 2 - The main capital flow for the stock today showed a net inflow of 32.6771 million yuan, with a large single net inflow of 42.8427 million yuan and a net outflow of 10.1657 million yuan from large orders [3] - The latest margin trading data indicates a total margin balance of 466 million yuan, with a financing balance of 466 million yuan and a securities lending balance of 12.99 thousand yuan [3] - In the last five days, the financing balance increased by 315 million yuan, representing a growth of 209.91%, while the securities lending balance increased by 36.5 thousand yuan, with a growth of 39.03% [3]

New Stock Issuance - YouSheng Co., Ltd. (Securities Code: 732418) issued shares at a price of 46.36 RMB on September 12, 2025[1] - *ST Tianmao (Securities Code: 000627) has a cash option declaration period from September 15 to September 19, 2025[1] - *ST Zitian (Securities Code: 300280) enters the delisting arrangement period starting September 15, 2025[1] Trading Alerts - Hangke Technology (Securities Code: 688006) reported severe abnormal fluctuations on September 11, 2025[1] - Shanghai Electric Power (Securities Code: 600021) had a trading volume of 8,487 on September 10, 2025[1] - Tianji Co., Ltd. (Securities Code: 002759) reported a trading volume of 8,705 on September 10, 2025[1] Abnormal Fluctuations - ST Lingnan (Securities Code: 002717) reported a trading volume of 7,965 on September 10, 2025[3] - ST Huaxi (Securities Code: 002630) reported a trading volume of 9,579 on September 11, 2025[3] - ST Jianye (Securities Code: 600381) reported a trading volume of 5,420 on September 3, 2025[3]

Investment Rating - The report maintains an "Overweight" rating for the electric equipment and new energy industry [2] Core Insights - The report highlights the issuance of the "New Energy Storage Scale Construction Special Action Plan" by the National Development and Reform Commission and the National Energy Administration, aiming for a new energy storage capacity of over 180 million kilowatts by 2027, with direct investment of approximately 250 billion yuan [5][36] - The electric equipment sector has shown strong performance, with a 28.39% increase year-to-date, outperforming the CSI 300 index by 12.81 percentage points [12][18] - The report suggests focusing on leading inverter companies that benefit from the development of new energy storage technologies [40] Market Review - As of September 11, 2025, the electric equipment industry has risen by 11.64% over the past two weeks, ranking first among 31 industries [12] - The wind power equipment sector increased by 0.35%, while the photovoltaic equipment sector rose by 13.34% [18] - The battery sector saw a significant increase of 19.50% in the same period [18] Valuation and Industry Data - The electric equipment sector's PE (TTM) is 31.61 times, with sub-sectors like the motor sector at 61.67 times and photovoltaic equipment at 25.19 times [25] - The report provides detailed valuation metrics for various sub-sectors, indicating a strong market position for electric equipment [25] Industry News - The report discusses the "Electric Equipment Industry Steady Growth Work Plan (2025-2026)" aimed at improving equipment supply quality and promoting high-quality development of new energy equipment [36] - It also mentions the ongoing efforts to enhance the acceptance and regulation capabilities of the grid for clean energy [36] Company Announcements - The report includes various company announcements, such as the completion of registration procedures by Xidian New Energy in Thailand and significant contract wins by Youxunda [38] Weekly Perspective - The report emphasizes the importance of the new energy storage plan and its implications for the electric equipment sector, suggesting that companies with advanced technology and scale in inverter production should be closely monitored [39][40]

Group 1 - The core viewpoint of the news is that Tianji Co., Ltd. has experienced a significant stock price increase, rising 5.51% on September 12, with a total market capitalization of 9.416 billion yuan and a cumulative increase of 58.5% over the past seven days [1] - Tianji Co., Ltd. specializes in the research, production, and sales of ceramic cooking appliances and lithium hexafluorophosphate, with the latter accounting for 67.27% of its main business revenue [1] - The company was established on March 30, 1996, and went public on May 28, 2015, indicating a long history in the industry [1] Group 2 - Among the top ten circulating shareholders of Tianji Co., Ltd., the Dongfang New Energy Theme Mixed Fund holds 3.0136 million shares, representing 0.6% of the circulating shares, with a floating profit of approximately 2.9533 million yuan today [2] - The Dongfang New Energy Theme Mixed Fund has achieved a year-to-date return of 36.71% and a one-year return of 70.52%, ranking 1754 out of 8174 and 1446 out of 7981 respectively [2] Group 3 - The fund manager of the Dongfang New Energy Theme Mixed Fund is Li Rui, who has been in the position for 7 years and 274 days, with the fund's total asset size at 8.065 billion yuan [3] - During Li Rui's tenure, the best fund return was 89%, while the worst was -16.36% [3]