Group 1 - On September 28, Nanjing Bank disclosed an increase in shareholding, with BNP Paribas and its QFII increasing their stake to a total holding ratio of 17.02% [2] - Nine A-share listed companies announced share reductions, including Jisong Intelligent, Jinhai Tong, and others [1][2] Group 2 - Jisong Intelligent's shareholder Anyuan Investment plans to reduce its stake by no more than 2.6801% [2] - Jinhai Tong's shareholder Xunuo Investment intends to reduce its stake by no more than 3% [2] - Directors and executives of Dihun Network plan to collectively reduce their stake by no more than 1.63% [2] - The controlling shareholder and actual controller of United Precision plan to reduce their stake by no more than 3% [2] - Shareholders of Weiteng Electric, including Zhenjiang Guokong and Oasis New City, plan to reduce their stakes by no more than 1% each [2] - Wuhan Huikong Group intends to reduce its stake in Changjiang Communication by no more than 1% [2] - The controlling shareholder of Keli'er, Nie Pengju, plans to reduce his stake by no more than 2% [2] - Shareholder Xinjiang Runfeng plans to reduce its stake in Changxin Technology by no more than 2.60% [2] - A director and senior management personnel of Zhongtai Co. plan to reduce their shares [2]

人民财讯9月28日电，中泰股份（300435）9月28日公告，公司董事兼高级管理人员章有虎、唐伟、周娟 萍，董事俞富灿、刘晓庆，拟通过集中竞价或大宗交易方式，合计减持公司股份不超321.05万股，即不 超公司总股本的0.83%。 ...

4、持有公司股份146,661股（占本公司总股本比例0.0380%）的董事俞富灿先生计划自本公告披露之日 起15个交易日后的3个月内（即2025年10月28日至2026年1月27日）以集中竞价或大宗交易方式合计减持 本公司股份36,000股（占本公司总股本比例0.0093%）。 5、持有公司股份30,000股（占本公司总股本比例0.0078%）的董事刘晓庆先生计划自本公告披露之日起 15个交易日后的3个月内（即2025年10月28日至2026年1月27日）以集中竞价或大宗交易方式合计减持本 公司股份7,500股（占本公司总股本比例0.0019%）。 格隆汇9月28日丨中泰股份(300435.SZ)公布，1、持有公司股份21,374,482股（占本公司总股本比例 5.5416%）的董事兼高级管理人员章有虎先生计划自本公告披露之日起15个交易日后的3个月内（即 2025年10月28日至2026年1月27日）以集中竞价或大宗交易方式合计减持本公司股份3,000,000股（占本 公司总股本比例0.7778%）。 2、持有公司股份228,500股（占本公司总股本比例0.0592%）的董事兼高级管理人员唐伟先生计划自本 ...

证券代码：300435 证券简称：中泰股份 公告编号：2025-042 杭州中泰深冷技术股份有限公司 关于持股5%以上股东、董事、高级管理人员减持股份预披露的公告 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。 4、持有公司股份 146,661 股（占本公司总股本比例 0.0380%）的董事俞富灿 先生计划自本公告披露之日起 15 个交易日后的 3 个月内（即 2025 年 10 月 28 日至 2026 年 1 月 27 日）以集中竞价或大宗交易方式合计减持本公司股份 36,000 股（占本公司总股本比例 0.0093%）。 5、持有公司股份 30,000 股（占本公司总股本比例 0.0078%）的董事刘晓庆 先生计划自本公告披露之日起 15 个交易日后的 3 个月内（即 2025 年 10 月 28 日至 2026 年 1 月 27 日）以集中竞价或大宗交易方式合计减持本公司股份 7,500 股（占本公司总股本比例 0.0019%）。 公司于近日收到持股 5%以上的股东、董事兼高级管理人员章有虎先生、董 事兼高级管理人员唐伟先生、周娟萍女士，董事俞富灿先生 ...

Group 1 - Company Zhongtai Co., Ltd. announced that several directors and senior management personnel plan to reduce their shareholdings in the company within a specified period from October 28, 2025, to January 27, 2026 [1] - Director Zhang Youhu plans to reduce his holdings by 3 million shares, accounting for approximately 0.7778% of the total share capital [1] - Director Tang Wei plans to reduce his holdings by 57,000 shares, accounting for approximately 0.0148% of the total share capital [1] - Director Zhou Juanping plans to reduce her holdings by 110,000 shares, accounting for approximately 0.0285% of the total share capital [1] - Director Yu Fucan plans to reduce his holdings by 36,000 shares, accounting for approximately 0.0093% of the total share capital [1] - Director Liu Xiaoqing plans to reduce his holdings by 7,500 shares, accounting for approximately 0.0019% of the total share capital [1] Group 2 - In 2024, Zhongtai Co., Ltd.'s revenue composition is as follows: gas operation industry accounts for 51.54%, deep cooling technology industry accounts for 42.58%, gas operation accounts for 5.83%, and others account for 0.05% [2] Group 3 - As of the latest report, Zhongtai Co., Ltd. has a market capitalization of 8.1 billion yuan [3]

文 | 牛犇 双节前的A股市场投资者热情不减，成交额仍维持在两万亿元以上，但市场的方向发生了转变，前期领涨的热门题材AI算力、AI应用等纷纷熄火，石油石 化、房地产等低位板块开始领涨。在笔者看来，这既是节前效应的结果，也是市场在践行"高切低"的逻辑。 本周五，A股市场的"高切低"现象愈发明显，截至午间收盘，在传媒、计算机、电子等科技板块领跌的同时，石油石化、房地产、农林牧渔等低位板块领 涨，尤其是石油石化年内至今仍未翻红（见附图）。 | | | | 附图：涨幅居前的疯块 | | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 | 代码 | 名称 | 涨跌幅 * | 成交额 | 5日涨跌幅 | 中初古令 | | 1 | 801960 | 石油石化(申万) | 1.46% | 69亿 | 0.16% | -2.47% | | 2 | 801180 | 林牧渔(中) 一位场圈 | 1.10% | 235亿 | 0.75% | 9.48% | | 3 | 801010 | 农林牧渔(申万) | 1.08% | 106亿 | -1.20% | 17.87% | ...

Investment Rating - The report maintains a positive outlook on the controllable nuclear fusion and deep-sea technology industries, highlighting investment opportunities in cryogenic equipment and compressors [3][5]. Core Insights - Controllable nuclear fusion is viewed as the ultimate energy source of the future, with low-temperature technology being an indispensable component. It offers safety, abundant raw materials, and clean outputs compared to other energy sources [4][14]. - China is actively participating in the ITER (International Thermonuclear Experimental Reactor) project, with expectations for commercial nuclear fusion by 2035, which will significantly expand the market for cryogenic equipment [4][6]. - The deep-sea technology sector encompasses various fields, with compressors playing a crucial role in deep-sea applications, facing high technical barriers [4][6]. - The marine economy is projected to grow significantly, with the market for compressors in deep-sea technology expected to expand from approximately 19.48 billion yuan in 2025 to 40.16 billion yuan by 2030, reflecting a compound annual growth rate of 15.57% [4][6]. Summary by Sections 1. Controllable Nuclear Fusion - Controllable nuclear fusion is recognized for its safety, cleanliness, and abundant raw materials, with the D-T fusion reaction being the most feasible [14][19]. - Magnetic confinement is identified as a promising method for large-scale controllable nuclear fusion, with tokamak devices being the most widely used globally [21][26]. - Low-temperature technology enhances the efficiency and stability of nuclear fusion reactions, which is critical for maintaining the necessary conditions for fusion [34][36]. - The global nuclear fusion market is projected to reach approximately 203.5 billion USD by 2055, with cryogenic equipment expected to capture a market space of about 10.175 billion USD from 2025 to 2035 [4][6]. 2. Deep-Sea Technology - Deep-sea technology includes advanced techniques for exploring and utilizing deep-sea resources, with compressors being essential for various applications [4][6]. - The marine economy is expected to grow from approximately 10.54 trillion yuan in 2024 to 14.31 trillion yuan by 2030, indicating strong growth potential [4][6]. - The report emphasizes the importance of compressors in deep-sea applications, highlighting the technical challenges that need to be addressed for successful implementation [4][6]. 3. Related Listed Companies - The report suggests focusing on companies such as Zhongtai Co., Ice Wheel Environment, Xue Ren Co., and Kaishan Co. for investment opportunities in cryogenic equipment and compressors within the controllable nuclear fusion and deep-sea technology sectors [5][6].

证券时报·数据宝统计显示，5家创业板公司公布了前三季业绩预告。业绩预告类型来看，业绩预增的有 5家。 | 代码 | 简称 | 业绩预告 | 业绩预告 | 预计净利润增幅中值 | 最新收盘价 | 今年以来涨跌 | 行业 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 日期 | 类型 | （%） | （元） | （%） | | | 300604 | 长川 科技 | 2025.09.23 | 预增 | 138.39 | 96.32 | 118.75 | 电子 | | 300435 | 中泰 | 2025.08.27 | 预增 | 79.28 | 21.85 | 83.52 | 公用事 | | | 股份 | | | | | | 业 | | 301656 | N联合 | 2025.09.19 | 预增 | 44.16 | | | 汽车 | | 301584 | N建发 | 2025.09.22 | 预增 | 35.00 | | | 医药生 | | | | | | | | | 物 | | 301575 | 艾芬 | 2025.09.05 | 预增 | 1 ...

从资金流向上来看，当日燃气板块主力资金净流出6.69亿元，游资资金净流入2.51亿元，散户资金净流入 4.18亿元。燃气板块个股资金流向见下表： 证券之星消息，9月24日燃气板块较上一交易日上涨1.63%，德龙汇能领涨。当日上证指数报收于 3853.64，上涨0.83%。深证成指报收于13356.14，上涨1.8%。燃气板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000593 | 德龙汇能 | 6.73 | 6.49% | 36.04万 | | 2.43亿 | | 600635 | 大众公用 | 6.35 | 4.79% | 714.48万 | | 46.82亿 | | 300435 | 中泰股份 | 21.85 | 4.15% | 32.44万 | | 7.01亿 | | 605169 | 洪通燃气 | 15.79 | 3.88% | 14.57万 | | 2.31亿 | | 600617 | 国新能源 | 3.00 | 2.39% | 28.44万 ...

盘面上，业绩预升、芯片、房地产、培养钻石等板块涨幅居前，电机制造、旅游、消费电子、贵金属等板块跌幅居前。 半导体设备板块出现涨停潮，长川科技"20cm"两连板，张江高科、洪田股份盘中涨停，华海清科、微导纳米、矽电股份、上海新阳、盛美上海、京仪装 备、拓荆科技等均涨超10%。 销售旺季房地产利好政策不断 房地产股早间集体走强，板块指数盘初一度放量直线拉升涨逾3%。深振业Ａ开盘仅约2分钟就垂直涨停，股价创年内新高，云南城投、渝开发、上海临 港、张江高科等也纷纷直线涨停，并创阶段性新高。 | 分时 | 多日 1分 5分 15分 30分 60分 日 周 月 更多 | | | | | F9 盘前盘后 叠加 九转 画线 工具 ◎ 2 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 9.27 | 00006 深振业 A 11:30 价 9.27 涨跌 0.84(9.96%) 均价 9.12 成交量 50 成交金额 5万 | | | | | 2025/09/24 | 9.96% | | | | | | | | Win.日人气榜 第811名 | | | 8.85 ...