数据显示，工银瑞信基金旗下1只基金位居威力传动十大流通股东。工银物流产业股票A（001718）三 季度新进十大流通股东，持有股数33.92万股，占流通股的比例为1.54%。根据测算，今日浮亏损失约 150.94万元。 工银物流产业股票A（001718）成立日期2016年3月1日，最新规模15.25亿。今年以来收益21.8%，同类 排名2578/4218；近一年收益21.2%，同类排名2344/3876；成立以来收益366%。 工银物流产业股票A（001718）基金经理为尤宏业、张姝丽。 截至发稿，尤宏业累计任职时间2年243天，现任基金资产总规模68.64亿元，任职期间最佳基金回报 40.19%， 任职期间最差基金回报13.44%。 张姝丽累计任职时间2年184天，现任基金资产总规模49.19亿元，任职期间最佳基金回报34.28%， 任职 期间最差基金回报1.36%。 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。 10月27日，威力传动跌5.03%，截至发稿，报83.9 ...

2025年10月27日，威力传动(300904.SZ)发布2025年第三季报。截至2025年10月26日，共有10个机构投 资者披露持有威力传动A股股份，合计持股量达588.76万股，占威力传动总股本的8.13%。其中，前十 大机构投资者包括国投创合(杭州)创业投资管理有限公司-苏州合创同运中以创业投资合伙企业(有限合 伙)、中国工商银行股份有限公司-诺安先锋混合型证券投资基金、中国太平洋人寿保险股份有限公司-传 统-普通保险产品、中国太平洋人寿保险股份有限公司-传统-普通保险产品、中国建设银行股份有限公 司-交银施罗德主题优选灵活配置混合型证券投资基金、中国农业银行股份有限公司-交银施罗德瑞思混 合型证券投资基金(LOF)、中国工商银行股份有限公司-诺安灵活配置混合型证券投资基金、交通银行股 份有限公司-工银瑞信物流产业股票型证券投资基金、MORGAN STANLEY & CO. INTERNATIONAL PLC.、银川威力传动技术股份有限公司-2024年员工持股计划，前十大机构投资者合计持股比例达 8.13%。相较于上一季度，前十大机构持股比例合计上涨了0.29个百分点。 险资方向，本期较上一期持股增加 ...

银川威力传动技术股份有限公司 2025 年第三季度报告 银川威力传动技术股份有限公司 2025 年第三季度报告 证券代码：300904 证券简称：威力传动 公告编号：2025-071 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。 重要内容提示： 1.董事会及董事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏，并承担 个别和连带的法律责任。 1 银川威力传动技术股份有限公司 2025 年第三季度报告 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 一、主要财务数据 （一） 主要会计数据和财务指标 □是 否 □是 否 | | 本报告期 | 本报告期比上年同 | 年初至报告期末 | 年初至报告期末 | | --- | --- | --- | --- | --- | | | | 期增减 | | 比上年同期增减 | | 营业收入（元） | 288,828,519.76 | 76.83% | 638,353,635.92 | 95 ...

Market Performance - On October 24, the wind power equipment sector rose by 1.97%, with Daikin Heavy Industries leading the gains [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Stock Performance - Daikin Heavy Industries (002487) closed at 53.50, up 7.02% with a trading volume of 355,500 shares and a transaction value of 1.844 billion [1] - Jinlei Co., Ltd. (300443) closed at 32.46, up 6.08% with a trading volume of 407,300 shares [1] - Feiwo Technology (301232) closed at 43.46, up 5.92% with a trading volume of 106,900 shares [1] - Other notable performers include Taisheng Wind Power (300129) up 5.58% and Rihua Co., Ltd. (603218) up 4.51% [1] Fund Flow Analysis - The wind power equipment sector experienced a net outflow of 78.9747 million from institutional investors, while retail investors saw a net inflow of 100 million [2] - The top stocks by net inflow from retail investors include Jinlong Technology (002202) with 49.4662 million and Taisheng Wind Power (300129) with 69.6989 million [3] - Conversely, Daikin Heavy Industries (002487) saw a net outflow of 37.0152 million from retail investors [3]

南方财经10月22日电，风电设备板块活跃，电气风电涨超14%，新强联、威力传动、大金重工跟涨。 ...

Group 1 - The wind power sector experienced a significant rally, with companies like Electric Wind Power and Weili Transmission seeing gains of over 10% [1] - Other companies such as New Strong Union, Yunda Co., Daikin Heavy Industry, and Haile Wind Power also followed the upward trend [1]

Core Insights - The 2025 Beijing International Wind Energy Conference (CWP2025) has set ambitious wind power installation targets, aiming for an annual increase of no less than 120 million kilowatts during the 14th Five-Year Plan period, effectively doubling the previous target set in 2020 [1][2][3] Wind Power Installation Goals - The "Wind Energy Beijing Declaration 2.0" proposes a significant increase in wind power capacity, with annual new installations set at a minimum of 120 million kilowatts, including at least 15 million kilowatts from offshore wind power [2][3] - By 2030, the cumulative installed capacity of wind power in China is expected to reach 1.3 billion kilowatts, up from the previous target of 800 million kilowatts [3] - The cumulative installed capacity is projected to reach 2 billion kilowatts by 2035 and 5 billion kilowatts by 2060, contributing to carbon neutrality in the energy sector [2][3] Offshore Wind Power Development - China's offshore wind power projects are rapidly advancing, with significant projects completed this year, including the installation of the world's largest 26-megawatt offshore wind turbine [4] - As of mid-2023, China's cumulative offshore wind power installed capacity reached 44.2 million kilowatts, accounting for over half of the global total [4] - The government has shown strong support for offshore wind power, with policies aimed at accelerating its development [4] Market Sentiment and Investment Opportunities - Financial analysts are optimistic about the "Two Seas" strategy for wind power equipment, which is expected to enhance market share and profitability for companies in the sector [5] - The wind power industry has garnered significant attention from institutional investors, with 13 wind power concept stocks receiving extensive research coverage [6] - Notable companies such as Xinqianglian and Weili Transmission have seen substantial interest, with over 100 institutional inquiries [6][7] Company Performance - Xinqianglian leads in institutional inquiries, indicating strong market confidence in its wind turbine bearing capabilities [7] - Companies like Guoda Special Materials and Zhonglv Electric have reported varying performance forecasts, with Guoda expecting a net profit increase of approximately 213.92% in Q3 [7]

New Stock Offerings - The offer period for the acquisition of Shangwei New Materials (688585) is from September 29, 2025, to October 28, 2025[1] - The latest announcements for various stocks include BoRui Pharmaceutical (688166) and Nanxin Pharmaceutical (688189) on October 10, 2025[1] - Significant abnormal fluctuations were reported for Nanxin Pharmaceutical (688189) on October 10, 2025[1] Trading Alerts - A total of 30 stocks have trading alerts issued on October 20, 2025, including Anlikang (002940) and ST Baoying (002047)[1] - The trading alerts cover various sectors, indicating potential volatility in the market[1] - The latest announcements for stocks such as YD Holdings (000626) and ST Nanzhi (002305) were made on October 20, 2025[1]

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 301232 | 飞沃科技 | 1.4416 | 21.00% | -1.02 Z | -14.79% | -4271.95万 | -6.21% | | 300850 | 新强联 | 8587.22万 | 11.36% | 1549.74万 | 2.05% | -1.01亿 | -13.41% | | 301456 | 盘古智能 | 3986.89万 | 11.74% | 1285.55万 | 3.79% | -5272.44万 | -15.53% | | 300690 | 双一科技 | 1886.65万 | 1.55% | 4130.51万 | 3.39% | -6017.16万 | -4.93% | | 688186 广大特材 | | 1392.49万 | 2.69% | -553.00万 | -1.07% | -839.49万 | -1.62% | | 3005 ...

Group 1 - The core viewpoint of the news is that 威力传动 (Weili Transmission) has seen a significant increase in its stock price, rising by 5.18% to 80.36 CNY per share, with a trading volume of 1.22 billion CNY and a turnover rate of 7.14%, leading to a total market capitalization of 58.17 billion CNY [1] - 威力传动 is primarily engaged in the research, production, and sales of wind power gearboxes, with 98.23% of its revenue coming from this segment and only 1.77% from other sources [1] - The company was established on October 29, 2003, and went public on August 9, 2023, indicating a relatively recent entry into the public market [1] Group 2 - Among the top ten circulating shareholders of 威力传动, the fund managed by 交银施罗德基金 has reduced its holdings by 240,000 shares, now holding 307,500 shares, which represents 1.4% of the circulating shares [2] - The 交银主题优选混合A fund has achieved a year-to-date return of 19.19% and a one-year return of 25.99%, ranking 4051 out of 8234 and 3364 out of 8095 respectively in its category [2] - The fund has a total asset size of 740 million CNY and has generated a cumulative return of 370.42% since its inception on June 30, 2010 [2]