Market Performance - The specialized equipment sector increased by 0.93% on October 9, with Lingge Technology leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Top Gainers in Specialized Equipment Sector - Lingge Technology (code: 920284) closed at 39.41, up 29.98%, with a trading volume of 176,300 shares and a transaction value of 663 million [1] - Zhongya Co., Ltd. (code: 300512) closed at 9.49, up 19.97%, with a trading volume of 290,700 shares and a transaction value of 264 million [1] - Changhong Technology (code: 300151) closed at 14.47, up 11.65%, with a trading volume of 444,200 shares and a transaction value of 632 million [1] Sector Fund Flow - The specialized equipment sector experienced a net outflow of 493 million from institutional investors, while retail investors saw a net inflow of 139 million [2] - Speculative funds had a net inflow of 354 million into the sector [2] Individual Stock Fund Flow - Zhongjian Technology (code: 002779) had a net inflow of 127 million from institutional investors, while it faced a net outflow of 41.48 million from speculative funds [3] - Dongfang Precision (code: 002611) saw a net inflow of 124 million from institutional investors, with a slight outflow from speculative funds [3] - Jin Cai Huli (code: 002530) had a net inflow of 98.88 million from institutional investors, while speculative funds experienced a net outflow [3]

Core Points - The stock of Lihexing fell by 5.37% today, with a turnover rate of 38.74% and a trading volume of 2.242 billion yuan, indicating significant market activity [2] - Institutional investors net sold 33.0112 million yuan, while brokerage seats collectively net bought 2.6012 million yuan [2] - The stock has appeared on the Dragon and Tiger list 9 times in the past six months, with an average price increase of 1.99% the day after being listed and an average decline of 1.03% over the following five days [3] Trading Activity - The top five brokerage seats accounted for a total trading volume of 393 million yuan, with buying amounting to 181 million yuan and selling amounting to 212 million yuan, resulting in a net sell of 30.4099 million yuan [2] - Among the brokerage seats listed, five institutional special seats were involved, with total buying of 152 million yuan and selling of 185 million yuan, leading to a net sell of 33.0112 million yuan [2] Fund Flow - The stock experienced a net outflow of 108 million yuan in main funds today, with large orders contributing to a net outflow of 58.594 million yuan and 49.743 million yuan respectively [3] - Over the past five days, the main funds have seen a net outflow of 155 million yuan [3]

Group 1 - The core point of the news is that Lihexing's stock price dropped by 5.11% to 29.18 CNY per share, with a trading volume of 1.704 billion CNY and a turnover rate of 29.03%, resulting in a total market capitalization of 6.821 billion CNY [1] - Lihexing, established on January 9, 2006, and listed on June 29, 2021, is based in Longhua District, Shenzhen, Guangdong Province, and specializes in the research, production, and sales of automation and intelligent equipment [1] - The company's main business revenue composition includes: intelligent manufacturing equipment (43.58%), electronic components (31.43%), specialized accessories (23.82%), and others (1.16%) [1] Group 2 - Among the top ten circulating shareholders of Lihexing, Penghua Fund's carbon neutrality theme mixed fund A (016530) reduced its holdings by 2.3173 million shares in the second quarter, now holding 2.6662 million shares, accounting for 1.41% of circulating shares [2] - The estimated floating loss for Penghua Fund's carbon neutrality theme mixed fund A today is approximately 4.186 million CNY [2] - The fund, established on May 5, 2023, has a latest scale of 2.08 billion CNY, with a year-to-date return of 112.74% and a one-year return of 185.13%, ranking 30th out of 8167 and 16th out of 8010 in its category, respectively [2]

Group 1 - The stock of Lihexing increased by 5.56% with a turnover rate of 33.58% and a trading volume of 1.94 billion yuan, showing a fluctuation of 10.91% [2] - Institutional investors net sold 44.69 million yuan, while brokerage seats collectively net bought 17.07 million yuan [2] - The stock was listed on the Dragon and Tiger list due to its turnover rate reaching 33.58%, with institutional proprietary seats net selling 44.69 million yuan [2] Group 2 - In the past six months, the stock has appeared on the Dragon and Tiger list 8 times, with an average price increase of 3.04% the day after being listed and an average increase of 1.19% in the following five days [3] - The stock experienced a net outflow of 65.67 million yuan in major funds today, including a net outflow of 28.36 million yuan from large orders and 37.31 million yuan from big orders [3] - Over the past five days, the net outflow of major funds amounted to 31.06 million yuan [3]

Market Overview - As of September 29, the Shanghai Composite Index closed at 3862.53 points, up 34.43 points, with a gain of 0.90% [1] - The Shenzhen Component Index closed at 13479.43 points, up 270.43 points, with a gain of 2.05% [1] - The ChiNext Index closed at 3238.01 points, up 86.48 points, with a gain of 2.74% [1] Stock Performance - A total of 39 A-shares had a turnover rate exceeding 20% on this day, indicating significant trading activity [1] - Notable stocks with high turnover rates include: - C Haocreat (301668) with a turnover rate of 62.30% and a closing price of 58.78 yuan, down 3.73% [1] - C Jianfa Zhi (301584) with a turnover rate of 61.32% and a closing price of 34.12 yuan, up 13.73% [1] - Jin Hua New Materials (920015) with a turnover rate of 53.44% and a closing price of 53.00 yuan, down 3.58% [1] - Other stocks with notable turnover rates include: - C United Motion (301656) at 41.80% and a closing price of 32.77 yuan, up 3.87% [1] - Zhongdian Xinlong (002298) at 39.78% and a closing price of 11.99 yuan, down 6.77% [1] - Chuling Information (300250) at 35.58% and a closing price of 26.40 yuan, up 20.00% [1] Additional Notable Stocks - Huijin Co., Ltd. (300368) had a turnover rate of 33.76% and closed at 19.08 yuan, up 20.00% [1] - Li Hexing (301013) closed at 30.75 yuan with a turnover rate of 33.58%, up 5.56% [1] - Other stocks with significant trading activity include: - Weili Transmission (300904) at 31.67% and a closing price of 85.80 yuan, up 8.24% [1] - Huarun Technology (002453) at 31.36% and a closing price of 7.90 yuan, down 10.02% [1]

Core Insights - The specialized equipment sector increased by 1.11% on September 29, with Lingge Technology leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Sector Performance - Lingge Technology (code: 833284) saw a significant rise of 14.39%, closing at 29.25 with a trading volume of 125,900 shares and a transaction value of 357 million yuan [1] - Tai Rui Machinery (code: 603289) increased by 6.23%, closing at 11.08 with a trading volume of 180,400 shares and a transaction value of 198 million yuan [1] - Yuejian Intelligent (code: 603095) rose by 5.65%, closing at 16.07 with a trading volume of 110,100 shares and a transaction value of 175 million yuan [1] - Li Hexing (code: 301013) increased by 5.56%, closing at 30.75 with a trading volume of 635,400 shares and a transaction value of 1.94 billion yuan [1] - Other notable performers include Zhongjian Technology (code: 002779) up 5.36%, Ruankong Co. (code: 002073) up 5.34%, and Yongchuang Intelligent (code: 603901) up 5.19% [1] Fund Flow Analysis - The specialized equipment sector experienced a net outflow of 68.17 million yuan from institutional funds, while retail investors contributed a net inflow of 302 million yuan [2] - The overall trend indicates a divergence in fund flow, with institutional investors withdrawing while retail investors increased their participation [2]

Core Viewpoint - The announcement by Lihexing regarding the operational scope change of its subsidiary, Lirong Electronics, signals a strategic shift towards high-tech sectors such as semiconductors, AI computing power, and new energy, enhancing its competitive position in these emerging markets [1][3][4] Group 1: Business Expansion - Lirong Electronics has expanded its operational scope to include sales of electronic components, integrated circuit chips, semiconductor devices, and manufacturing of electronic specialized equipment, indicating a focus on high-tech fields [3][4] - The company has been a qualified supplier for Huawei since 2013, deepening its collaboration with Huawei and its affiliates, which has led to a market share of over 10% in the smart terminal testing sector [3][4] Group 2: Strategic Partnerships - The partnership with Huawei has evolved from mobile smart terminals to include 5G base stations, new energy vehicles, and digital energy, showcasing the company's adaptability and growth potential in various cutting-edge fields [3][4] - Lihexing is a key manufacturer for Huawei's liquid-cooled ultra-fast charging equipment and is involved in critical manufacturing tasks for Huawei's fully automated charging robot project [3][4] Group 3: Market Opportunities - The adjustment in operational scope allows the company to respond more flexibly to market demands and integrate industry chain resources, thereby enhancing its competitiveness in smart manufacturing and high-end electronic equipment [4] - Analysts believe that Lihexing's deep ties with technology giants like Huawei position it well for a new round of business expansion and performance growth, particularly in semiconductor and energy electronics sectors [4]

证券日报网讯9月26日晚间，利和兴（301013）发布公告称，近日，公司孙公司利容电子(江门)有限公 司完成了相关工商变更备案登记手续，并取得了由江门市江海区市场监督管理局换发的《营业执照》。 ...

利和兴今日上涨9.10%，全天换手率35.48%，成交额18.91亿元，振幅18.86%。龙虎榜数据显示，机构净 买入6794.74万元，营业部席位合计净买入106.22万元。 深交所公开信息显示，当日该股因日换手率达35.48%上榜，机构专用席位净买入6794.74万元。 近半年该股累计上榜龙虎榜7次，上榜次日股价平均涨2.62%，上榜后5日平均跌1.33%。 资金流向方面，今日该股主力资金净流入1.04亿元，其中，特大单净流入7531.07万元，大单资金净流入 2837.23万元。近5日主力资金净流出7173.23万元。（数据宝） 利和兴9月26日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 机构专用 | 7402.84 | 3611.51 | | 买二 | 机构专用 | 5108.94 | 2333.82 | | 买三 | 机构专用 | 4038.11 | 3758.05 | | 买四 | 机构专用 | 2782.22 | 2833.98 | | 买五 | 招商证券 ...

证券代码：301013 证券简称：利和兴 公告编号：2025-064 深圳市利和兴股份有限公司 关于孙公司完成工商变更登记并换发营业执照的公告 类型：有限责任公司(自然人投资或控股) 1 / 2 住所：江门市江海区龙湖路 36 号 1 栋自编 A 栋 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 因经营管理的需要，深圳市利和兴股份有限公司孙公司利容电子（江门）有限公司（以 下简称"利容电子"）根据最新经营范围规范表述调整了经营范围，并对应修改了利容电 子的公司章程。 一、本次主要变更事项 近日，利容电子完成了相关工商变更备案登记手续，并取得了由江门市江海区市场监 督管理局换发的《营业执照》。相关信息如下： | 变更 事项 | 变更前 | 变更后 | | --- | --- | --- | | | 一般项目：电子元器件与机电组件设备销售； 集成电路芯片及产品销售；半导体分立器件销 | 一般项目：电子元器件与机电组件设备销售； | | | 售；电子专用材料销售；电子产品销售；电子 | 集成电路芯片及产品销售；半导体分立器件销 | | | 专用设备制造；仪器仪表销 ...