本次减持完成后，肖争强及肖高强合计持股比例降至28.69%。新强联表示，本次减持计划的实施不会 导致公司控股股东及实际控制人发生变化，不会对公司治理结构及持续经营产生影响。 转自：中国证券报·中证网 根据公告，肖争强合计减持701.5363万股，占总股本1.69%；肖高强合计减持439.03万股，占总股本 1.06%。实际减持股份数量未超过计划减持股份数量。 中证报中证网讯（王珞）12月15日晚，新强联发布公告称，公司于近日收到控股股东、实际控制人肖争 强及肖高强出具的告知函，截至公告披露日，控股股东、实际控制人肖争强及肖高强本次减持计划期限 已届满。在2025年9月15日至12月14日的减持计划期限内，肖争强及肖高强合计减持公司股份1140.5663 万股，占公司总股本的2.75%，合计套现金额约5.16亿元。 ...

证券代码：300850 证券简称：新强联 公告编号：2025-097 洛阳新强联回转支承股份有限公司 关于控股股东减持股份计划期间届满暨实施情况的公告 控股股东、实际控制人肖争强先生及肖高强先生保证向本公司提 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。 回转支承专业制造 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。 公司于 2025 年 8 月 22 日披露了《关于控股股东、实际控制人减持股份预披露公告》 （公告编号：2025-047），持有公司股份 66,399,195 股（占公司总股本比例 17.43%）的 控股股东、实际控制人肖争强先生计划在减持股份披露公告披露之日起 15 个交易日后 的三个月内（2025 年 9 月 15 日至 2025 年 12 月 14 日）以集中竞价方式减持公司股份不 超过 2,338,493 股（占公司总股本比例 0.61%）、以大宗交易方式减持公司股份不超过 4,676,987 股（占公司总股本比例 1.23%）；持有公司股份 63,795,305 股（占公司总股本 比例 16.75%）的控股股东、实际控制人肖高强先生计划在 ...

Group 1 - The wind power industry maintains a high level of prosperity, with expectations for wind turbine and component sales to rebound in profitability due to rising bidding prices and increased demand for domestic and overseas installations [1][3][28] - The average bidding price for onshore wind turbines increased by 6.86% year-on-year to 1618 RMB/kW, while the average price including towers rose by 9.78% to 2096 RMB/kW, indicating a recovery in sales profitability for turbine manufacturers [1][41] - Domestic wind turbine shipments are expected to exceed expectations in 2026, with a significant increase in bidding and approval volumes for wind projects, indicating strong future demand [1][30][39] Group 2 - The domestic offshore wind projects are progressing smoothly, with significant growth potential in deep-sea wind energy, supported by favorable policies and planning in regions like Zhejiang, Shanghai, and Guangdong [2][3] - The European offshore wind market is projected to add 8.40 GW of new installations in 2026, highlighting the potential for export opportunities in multiple segments of offshore wind energy [2][3] - The report identifies two main investment themes: (1) the recovery of wind turbine profitability and the potential for increased installation demand, and (2) the synchronized growth of domestic and international offshore wind demand, suggesting investment opportunities in related sectors such as submarine cables and foundation piles [3][28][29] Group 3 - The report emphasizes the importance of focusing on wind turbine manufacturers and components, recommending companies like Goldwind Technology, Mingyang Smart Energy, and Sany Heavy Energy for investment [3][29] - The offshore wind sector is expected to see significant growth, with recommendations for companies involved in submarine cables and foundation piles, such as Dongfang Cable and Zhongtian Technology [3][29] - The overall valuation of the power equipment industry is expected to grow in 2025, with the wind power sector presenting substantial investment opportunities due to favorable market conditions and increasing demand [28][15]

回转支承专业制造 1、本次权益变动系洛阳新强联回转支承股份有限公司（以下简称"公司"）控股 股东、实际控制人肖争强先生及肖高强先生减持股份所致，合计持股比例由 30.00%降 至 28.95%，不触及要约收购。 证券代码：300850 证券简称：新强联 公告编号：2025-096 洛阳新强联回转支承股份有限公司 关于控股股东减持股份触及 1%整数倍的提示性公告 控股股东、实际控制人肖争强先生及肖高强先生保证向本公司提 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。 特别提示： 2、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，不会对公司治理 结构及持续经营产生影响。 3、本次权益变动后，公司控股股东、实际控制人肖争强先生持有公司股份 60,172,995 股，占公司总股本的比例为 14.53%；肖高强先生持有公司股份 59,696,705 股，占公司 总股本的比例为 14.42%。 公司于 2025 年 8 月 22 日披露了《关于控股股东、实际控制人减持股份预披露公告》 （公告编号：2025-047），持有公 ...

证券时报·数据宝统计显示，新强联今日收盘价为47.43元，上涨0.42%，日换手率为4.29%，成交额为 6.07亿元，全天主力资金净流出31.21万元，近5日该股累计上涨2.86%，近5日资金合计净流出7840.94万 元。 两融数据显示，该股最新融资余额为5.85亿元，近5日增加4759.38万元，增幅为8.86%。 新强联12月8日大宗交易平台共发生10笔成交，合计成交量163.41万股，成交金额7100.18万元。成交价 格均为43.45元，相对今日收盘价折价8.39%。从参与大宗交易营业部来看，机构专用席位共出现在3笔 成交的买方或卖方营业部中，合计成交金额为3206.62万元，净买入3206.62万元。 进一步统计，近3个月内该股累计发生89笔大宗交易，合计成交金额为3.39亿元。 据天眼查APP显示，洛阳新强联回转支承股份有限公司成立于2005年08月03日，注册资本41408.5835万 人民币。（数据宝） 12月8日新强联大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | ...

Core Viewpoint - The wind power equipment sector experienced a decline of 0.42% on November 27, with Delijia leading the drop, while the Shanghai Composite Index rose by 0.29% and the Shenzhen Component Index fell by 0.25% [1][2]. Group 1: Market Performance - The wind power equipment sector's individual stock performance showed mixed results, with notable gainers including Feiwo Technology (up 4.76% to 56.61) and Taisheng Wind Energy (up 4.51% to 7.88) [1]. - Conversely, Delijia saw a significant decline of 3.54%, closing at 69.51 [2]. - The overall trading volume in the wind power equipment sector indicated a net outflow of 52.97 million from institutional investors and 56.63 million from speculative funds, while retail investors contributed a net inflow of 110 million [2][3]. Group 2: Stock Specifics - Taisheng Wind Energy had a net inflow of 66.30 million from institutional investors, while it faced outflows from speculative and retail investors [3]. - Feiwo Technology recorded a net inflow of 37.83 million from institutional investors, but also saw outflows from retail investors [3]. - The trading activity of other stocks such as Daqian Heavy Industry and Zhengjiang Co. also reflected similar trends of mixed inflows and outflows among different investor types [3].

Core Viewpoint - The wind power equipment sector experienced a slight increase of 0.35% on November 25, with Changyou Technology leading the gains. The Shanghai Composite Index rose by 0.87%, while the Shenzhen Component Index increased by 1.53% [1]. Group 1: Market Performance - The closing price of Changyou Technology was 119.79, with a rise of 3.14% and a trading volume of 8029 lots, amounting to approximately 95.93 million yuan [1]. - Other notable performers included Zhonghuan Hailu, which closed at 22.61 with a 2.31% increase, and He Wang Electric, which closed at 28.78, up by 1.73% [1]. - The overall trading volume and turnover for the wind power equipment sector showed varied performance, with some stocks experiencing significant increases while others faced declines [2]. Group 2: Capital Flow - The wind power equipment sector saw a net outflow of 225 million yuan from institutional investors, while retail investors contributed a net inflow of approximately 76.99 million yuan [2]. - Notable stocks with significant capital inflow included Riyue Co., which had a net inflow of 11.69 million yuan from institutional investors, and Tongyu Heavy Industry, which saw a net inflow of 10.93 million yuan [3]. - Conversely, stocks like Changyou Technology experienced a net outflow of 1.89 million yuan from retail investors, indicating mixed investor sentiment within the sector [3].

Core Viewpoint - New Strong Union's stock has shown significant growth this year, with a year-to-date increase of 148.03%, despite a slight decline in recent trading days [1][2]. Group 1: Stock Performance - As of November 25, New Strong Union's stock price is 47.17 CNY per share, with a market capitalization of 19.532 billion CNY [1]. - The stock has experienced a net inflow of 14.3191 million CNY from main funds, with large orders accounting for 21.67% of purchases and 22.51% of sales [1]. - Over the past 60 days, the stock has increased by 27.35%, while it has decreased by 5.22% over the last 20 days [1]. Group 2: Company Overview - New Strong Union, established on August 3, 2005, and listed on July 13, 2020, specializes in the research, production, and sales of large slewing bearings and industrial forgings [1]. - The company's revenue composition includes wind power products (75.84%), locking plates (7.26%), and other categories such as forgings (6.05%) and shield machine products (1.49%) [1]. Group 3: Financial Performance - For the period from January to September 2025, New Strong Union reported a revenue of 3.618 billion CNY, representing a year-on-year growth of 84.10%, and a net profit attributable to shareholders of 664 million CNY, reflecting a staggering increase of 1939.50% [2]. - Since its A-share listing, the company has distributed a total of 199 million CNY in dividends, with 104 million CNY distributed over the past three years [3]. Group 4: Shareholder Information - As of September 30, 2025, New Strong Union has 43,400 shareholders, an increase of 40.32% from the previous period, with an average of 6,937 shares held per shareholder, down by 19.90% [2]. - Notable institutional shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 6.8771 million shares, and new entrants like China Europe Economic Selection Mixed A [3].

Group 1 - The "Lingguang" App, launched by Ant Group, has surpassed 1 million downloads within 4 days of its release, featuring three core functions: "Lingguang Dialogue," "Lingguang Flash Applications," and "Lingguang Open Eye" [2] - AMD CEO Lisa Su expressed confidence in the growing AI market, viewing it as a significant opportunity and stating that insufficient investment in AI could be more dangerous than a potential bubble [2] - The demand for computing power in AI is described as "endless," with companies providing reliable AI infrastructure expected to thrive as the market grows [2] Group 2 - In the past month, 17 listed companies, including Ninebot, Lens Technology, and others, have received over 200 institutional visits, indicating strong interest in robotics-related stocks [3] - Specific companies like Ninebot and Lens Technology had high institutional visit counts, with 365 and 348 visits respectively, highlighting their prominence in the robotics sector [3] - Meta has launched WorldGen, a system that generates interactive 3D worlds from a single text prompt, enhancing user immersion and exploration capabilities [3] Group 3 - Foxconn and NVIDIA are collaborating to build a supercomputing center with an investment of $14 billion, expected to be completed in the first half of 2026 [4] - The new department, Visonbay.ai, established by Foxconn for AI supercomputing and cloud operations, will utilize NVIDIA's Blackwell GB300 chips, marking the center as Asia's first GB300 AI data center [5]

Core Viewpoint - The company Xinqianglian has completed the necessary business registration changes and has obtained a new business license from the Luoyang Market Supervision Administration [2] Group 1 - The announcement was made on the evening of November 20 [2] - The company has successfully completed the relevant industrial and commercial change registration procedures [2] - The new business license was issued by the Luoyang Market Supervision Administration [2]