特别提示： 证券代码：300342 证券简称：天银机电 公告编码：2026-001 常熟市天银机电股份有限公司 关于控股股东及其一致行动人合计持股比例触及5%整数倍 暨权益变动的提示性公告 股东佛山市澜海瑞兴股权投资合伙企业（有限合伙）、广东南海产业集团有限 公司保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈 述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 1、本次权益变动属于公司控股股东及其一致行动人合计持股比例减少，不 触及要约收购。 2、本次权益变动后，公司控股股东佛山市澜海瑞兴股权投资合伙企业（有 限合伙）（以下简称"澜海瑞兴"）及其一致行动人广东南海产业集团有限公司 （以下简称"南海产业集团"）合计持有公司股份106,258,811股，占公司总股本 的25.0000%，其中澜海瑞兴持有公司股份102,807,286股，占公司总股本的 24.1880%；其一致行动人南海产业集团持有公司股份3,451,525股，占公司总股本 的0.8121%。本次权益变动触及5%的整数倍。 3、本次权益变动不会导致公司控股股东及实际控制人发生变化，不会影响 公司的 ...

常熟市天银机电股份有限公司简式权益变动报告书 常熟市天银机电股份有限公司 简式权益变动报告书 上市公司名称：常熟市天银机电股份有限公司 股票上市地点：深圳证券交易所 股票简称：天银机电 股票代码：300342 信息披露义务人 1：佛山市澜海瑞兴股权投资合伙企业（有限合伙） 住所/通讯地址：佛山市南海区桂城街道****** 信息披露义务人 2：广东南海产业集团有限公司 住所/通讯地址：佛山市南海区桂城街道****** 股份变动原因：股份数量减少，股权比例下降 至本报告书签署之日，除本报告书披露的信息外，上述信息披露义务人没有 通过任何其他方式增加或减少其在常熟市天银机电股份有限公司中拥有权益的 股份。 四、本次权益变动是根据本报告书所载明的资料进行的。信息披露义务人没 有委托或者授权任何其他人提供未在本报告书中列载的信息和对本报告书做出 任何解释或者说明。 签署日期：2026 年 1 月 4 日 1 常熟市天银机电股份有限公司简式权益变动报告书 信息披露义务人声明 一、本报告书系依据《中华人民共和国公司法》、《中华人民共和国证券法》、 《上市公司收购管理办法》、《公开发行证券的公司信息披露内容与格式准则第 15 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 12月31日，天银机电收涨4.64%，收盘价为33.13元，发生1笔大宗交易，合计成交量59.62万股，成交金 额1547.74万元。 第1笔成交价格为25.96元，成交59.62万股，成交金额1,547.74万元，溢价率为-21.64%，买方营业部为中 国国际金融股份有限公司深圳分公司，卖方营业部为中信建投证券股份有限公司佛山南海大道证券营业 部。 进一步统计，近3个月内该股累计发生17笔大宗交易，合计成交金额为9753.89万元。该股近5个交易日 累计上涨7.63%，主力资金合计净流出3.5亿元。 责任编辑：小浪快报 ...

Market Performance - The home appliance parts sector increased by 3.16% on December 31, with Longdi Group leading the gains [1] - The Shanghai Composite Index closed at 3968.84, up 0.09%, while the Shenzhen Component Index closed at 13525.02, down 0.58% [1] Key Stocks in Home Appliance Parts Sector - Longdi Group (603726) closed at 24.20, up 7.32%, with a trading volume of 267,700 shares and a transaction value of 647 million [1] - Sanhua Intelligent Control (002050) closed at 55.31, up 5.35%, with a trading volume of 4.13 million shares and a transaction value of 22.47 billion [1] - Tianyin Electromechanical (300342) closed at 33.13, up 4.64%, with a trading volume of 905,500 shares and a transaction value of 2.99 billion [1] - Other notable stocks include Xing Shuai Er (002860) up 4.14%, Haili Co., Ltd. (600619) up 2.68%, and Zhu Cheng Technology (301280) up 2.03% [1] Capital Flow Analysis - The home appliance parts sector experienced a net outflow of 929 million from institutional investors, while retail investors saw a net inflow of 594 million [2] - The sector's overall capital flow indicates a mixed sentiment, with retail investors showing more confidence compared to institutional investors [2] Individual Stock Capital Flow - Longdi Group had a net inflow of 97.47 million from institutional investors, while it faced a net outflow of 96.01 million from retail investors [3] - Haili Co., Ltd. saw a net inflow of 79.19 million from institutional investors but a net outflow of 100 million from retail investors [3] - Tianyin Electromechanical had a net inflow of 45.29 million from institutional investors, with retail investors contributing a net inflow of 3.12 million [3]

Group 1 - The core transaction involved Tianyin Electromechanical, with a total of 596,200 shares traded on December 31, resulting in a transaction value of 15.4774 million yuan, which accounted for 0.51% of the total trading volume for that day [1][2] - The transaction price was 25.96 yuan per share, representing a discount of 21.64% compared to the market closing price of 33.13 yuan [1][2] Group 2 - The buyer of the shares was China International Capital Corporation Limited, while the seller was CITIC Securities Co., Ltd. [2] - The transaction volume was 596,200 shares, indicating a significant movement in the stock for that day [1][2]

Market Overview - As of December 31, the Shanghai Composite Index closed at 3968.84 points, up by 3.72 points, with a change of 0.09% [1] - The Shenzhen Component Index closed at 13525.02 points, down by 79.04 points, with a change of -0.58% [1] - The ChiNext Index closed at 3203.17 points, down by 39.73 points, with a change of -1.23% [1] Trading Activity - A total of 94 A-shares had a turnover rate exceeding 20% on the same day [1] - Notably, C Xin Guang Yi and Guang Dao Tui had turnover rates exceeding 50%, indicating significant trading activity [1] Top Stocks by Turnover Rate - C Xin Guang Yi (301687) had a closing price of 71.32 yuan, with a turnover rate of 80.68% and a price increase of 225.22% [1] - Guang Dao Tui (920680) closed at 0.86 yuan, with a turnover rate of 60.23% and a price decrease of -21.82% [1] - Other notable stocks include: - Yu Yin Co., Ltd. (002177) with a turnover rate of 56.99% and a price increase of 10.06% [1] - C Qiang Yi (688809) with a turnover rate of 56.70% and a price increase of 13.62% [1] - C Heng Dong Guang (920045) with a turnover rate of 53.79% and a price increase of 878.16% [1]

Core Viewpoint - The satellite ETF (159206) has seen a significant increase of 2.12%, driven by strong performances from constituent stocks such as Qianzhao Optoelectronics (300102), which rose over 10% [2][3]. Group 1: Market Performance - Qianzhao Optoelectronics (300102) reached a price of 26.30 with a gain of 10.46%, achieving a trading volume of 2.154 billion [3]. - Xunwei Communication (300136) increased by 7.57% to a price of 57.01, with a trading volume of 3.052 billion [3]. - China Satellite (600118) saw a rise of 6.43% to 91.87, with a trading volume of 4.292 billion [3]. - Tianyin Electromechanical (300342) increased by 5.31% to 33.34, with a trading volume of 0.824 billion [3]. - Aerospace Electronics (600879) rose by 3.46% to 20.05, with a trading volume of 2.845 billion [3]. Group 2: Industry Developments - The successful launch of the Practice-29 satellite by the Long March 7 rocket marks a significant achievement in China's space exploration efforts, with the satellite entering its designated orbit [2][4]. - The upcoming year is expected to see a surge in satellite launches, with plans for the "National Grid Constellation" and "Thousand Sails Constellation" exceeding 10,000 satellites, indicating a rapid increase in low-orbit satellite deployment [4]. - Recent government policies are favoring the commercial space sector, with initiatives aimed at promoting high-quality development in commercial aerospace by 2027 [4][5]. Group 3: Investment Landscape - The commercial aerospace sector is experiencing a strategic elevation in importance, with investment in the sector rising from 1.1 billion in 2015 to 34.13 billion in 2024, and the number of companies exceeding 500 [5]. - The industry’s output value has grown from 1 trillion in 2010 to 2.3 trillion in 2024, establishing commercial aerospace as a significant industry [5]. - The satellite ETF (159206) focuses on commercial aerospace and satellite communication, positioning it for potential growth under the "Aerospace Power" initiative [5].

Core Insights - Chinese satellite companies, including China Satellite, Xinke Mobile, and Youyan Powder Materials, reached new highs during trading sessions [1] - Zhongchao Holdings achieved three consecutive trading limit increases, while Leike Defense and Hongying Intelligent secured two consecutive increases [1] - Other companies such as Aerospace Development, Xinwei Communication, Tianyin Electromechanical, and Ruichuang Micro-Nano also experienced upward trends [1]

Core Viewpoint - The commercial aerospace sector has experienced a significant rally, with multiple companies reaching new highs in stock prices [1] Group 1: Company Performance - China Satellite (600118) reached a new high during the trading session [1] - Xinke Mobile and Youyan Powder Materials also achieved new highs in their stock prices [1] - Zhongchao Holdings (002471) recorded its third consecutive trading limit up [1] Group 2: Other Notable Companies - Leike Defense (002413) and Hongying Intelligent (001266) both saw their stocks rise for two consecutive days [1] - Aerospace Development (000547), Xinwei Communication (300136), Tianyin Electromechanical (300342), and Ruichuang Micro-Nano also followed the upward trend [1]

超捷股份，今日收盘涨停，全天换手率为22.26%，成交额为37.42亿元。因日收盘价涨幅达20.00%上榜 龙虎榜，前五大买卖营业部中有6家机构专用席位，为买一、买二、买四、买五、卖二、卖三，合计净 买入16212.51万元。资金流向方面，该股全天资金净流入8872.54万元。 华菱线缆，今日收盘涨停，全天换手率为50.41%，成交额为29.15亿元。因日换手率达50.44%、日涨幅 偏离值达9.37%上榜龙虎榜，前五大买卖营业部中有5家机构专用席位，为买二、买三、买五、卖三、 卖五，合计净买入8501.39万元。资金流向方面，该股全天资金净流入1.33亿元。 从市场表现看，机构净买入个股今日平均上涨9.68%，涨幅强于沪指。超捷股份、广联航空等表现强 势，股价以涨停报收。通过对近一个月机构净买入个股进行回测发现，机构净买入个股次日上涨概率为 49.69%，次日跑赢沪指概率为49.38%，上榜后3日上涨概率为44.44%，上榜后3日跑赢沪指概率为 42.90%。 机构净卖出的个股中，净卖出金额最多的是天际股份，该股因日振幅值达16.82%上榜龙虎榜，前五大 买卖营业部中有4家机构专用席位，为买三、卖一、卖四、 ...