（文章来源：证券日报） 证券日报网讯绿岛风10月21日在互动平台回答投资者提问时表示，截至2025年10月20日公司股东总户数 为6，022户。 ...

Investment Rating - The report maintains a "Recommended" investment rating for the mechanical industry [6]. Core Insights - The mechanical industry is experiencing steady growth, particularly in the low-altitude economy and machinery sectors, supported by policy initiatives and technological advancements [3][4]. - The report highlights a significant increase in excavator sales, with a total of 19,858 units sold in September 2025, marking a year-on-year growth of 25.4%, including a domestic sales increase of 21.5% and an export increase of 29% [3]. Weekly Market Review - From October 13 to October 17, 2025, the Shanghai Composite Index decreased by 1.47%, while the ShenZhen Component Index and the ChiNext Index fell by 4.99% and 5.71%, respectively. The Shenwan Mechanical Equipment Index dropped by 5.84%, underperforming the CSI 300 Index by 3.62 percentage points, ranking 27th among 31 Shenwan first-level industries [11]. - Within sub-sectors, the performance varied, with general equipment down by 5.62%, specialized equipment down by 5.74%, rail transit equipment II down by 2.22%, engineering machinery down by 3.04%, and automation equipment down by 9.06% [11]. Key Sector Tracking - **Low-altitude Economy**: The Suzhou Development and Reform Commission released a dual list of capabilities and demands for the low-altitude economy, indicating strong local enterprise involvement in aircraft development and operations [3]. - **Machinery Equipment**: The report emphasizes the competitive advantage of domestic leading enterprises in both supply and demand, with a positive outlook for the engineering machinery sector [3]. Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, Huasheng Group, and Nairui Radar. In the complete machine sector, focus on Wan Feng Ao Wei, Yihang Intelligent, Zongheng Co., and Green Energy Hui Charge. Key component manufacturers include Zongshen Power, Wolong Electric Drive, Yingliu Co., and Yingboer. In air traffic management and operations, consider CITIC Heli, Zhongke Xingtu, and Sichuan Jiuzhou [4]. - In the machinery equipment sector, recommended companies include Juxing Technology, Quan Feng Holdings, and Nine Company for the export chain, and Sany Heavy Industry, XCMG, and Anhui Heli for engineering machinery [4]. Economic Data Tracking - The report tracks various economic indicators, including the manufacturing PMI and fixed asset investment completion rates, which provide insights into the overall health of the manufacturing sector [40][44].

Core Insights - The 138th China Import and Export Fair (Canton Fair) concluded successfully in Guangzhou, with Guangdong Lvdifeng Air System Co., Ltd. (referred to as "Lvdifeng") emerging as a highlight in the indoor ventilation sector, attracting global attention from customers [1][3] Group 1: Company Performance - Lvdifeng's booth was bustling with visitors, including both long-term partners from mature markets and potential clients from emerging regions such as Europe, the Middle East, and Africa [1] - The company showcased a full range of products including fresh air systems, dehumidifiers, and air curtains, which drew significant interest due to their craftsmanship and effective air improvement results [3] - Lvdifeng is recognized as a national high-tech enterprise, holding over 500 patents and investing more than 6% of its revenue in R&D annually [3] Group 2: Customer Engagement - A professional technical team from Lvdifeng provided one-on-one consultations on-site, addressing specific ventilation challenges and energy-saving requirements, demonstrating the company's commitment to customer service [3] - The "direct technical communication" approach not only resolved urgent customer needs but also highlighted Lvdifeng's capability to empower global partners through professional services [3] Group 3: Technological and Operational Strength - Lvdifeng operates a 100,000 square meter intelligent production base and a CNAS national laboratory, enabling the execution of over 100 stringent testing standards for product quality assurance [3] - The company offers customized one-stop ventilation solutions for various scenarios, including residential, commercial, and industrial applications, supported by a diverse portfolio of over 2,000 product models and extensive project experience [3]

Core Insights - Green Island Wind showcased its comprehensive ventilation solutions at the 138th China Import and Export Fair, attracting global customers and partners [1][2] - The company has a strong technical foundation with over 500 patents and invests more than 6% of its revenue in R&D, collaborating with top universities for continuous technological upgrades [2] Group 1: Exhibition Highlights - The exhibition featured Green Island Wind's star products, including fresh air systems, dehumidifiers, and air curtains, which received positive recognition for their craftsmanship and air improvement effects [1] - The company provided one-on-one consulting services to address specific ventilation challenges and energy-saving requirements, demonstrating its commitment to professional service [1] Group 2: Company Strengths - Green Island Wind operates a 100,000 square meter intelligent production base and a CNAS national laboratory, capable of executing over 100 stringent testing standards to ensure product reliability [2] - The company offers customized one-stop ventilation solutions for various scenarios, including residential, commercial, and industrial applications, supported by over 2,000 product models and extensive project experience [2] Group 3: Future Outlook - The company views the exhibition as a demonstration of its brand strength and a validation of market confidence, with plans to continue driving development through innovation and quality products [2]

Core Insights - On October 15, several A-share listed companies disclosed their shareholding changes, with notable increases and decreases in holdings by major shareholders [1] Group 1: Increased Holdings - Haier Biomedical's major shareholder, Jiusiyouxuan No.1 Private Securities Investment Fund, has become a shareholder with over 5% stake [2] - Hainan Huate's second-largest shareholder, Hu Danfeng, completed a share buyback plan, accumulating 6.448 million shares [2] Group 2: Decreased Holdings - Ugreen Technology's shareholders plan to reduce their holdings by up to 1.5% [2] - Dongxin Peace's directors, Chen Zongchao and Huang Xiaopeng, are planning to sell shares [2] - Meilixin's director, Ma Minghai, and others intend to reduce their holdings by up to 0.34% [2] - Dongsoft Zhaibo's controlling shareholder, Lanhai Ruisheng, plans to reduce holdings by up to 1.06% [2] - Demingli's second-largest shareholder, Wei Hongzhang, intends to reduce holdings by up to 1.32% [2] - Nanling Technology's shareholders plan to collectively reduce holdings by up to 3.26% [2] - Liou Co. plans to reduce up to 135 million shares of repurchased stock [2] - Huizhiwei's second-largest shareholder, the National Fund II, plans to reduce holdings by up to 1% [2] - Other companies, including Hahai Transportation, Huichuangda, and others, have also announced plans for share reductions [2]

Core Viewpoint - The company Green Island Wind is addressing the challenge of mosquito intrusion and vector-borne diseases in preparation for the upcoming 15th National Games in Taishan, Guangdong, by installing professional air curtains in key sports venues [1] Group 1: Company Actions - Green Island Wind has installed air curtains at the main entrances of the Zhengxian Sports Center and the Xinning Sports Center in Taishan to create an "invisible protective net" against mosquitoes [1] - The air curtains are designed to operate quietly and efficiently, ensuring the health of athletes, coaches, and spectators during the National Games [1] Group 2: Testing and Validation - The company conducted rigorous simulation tests in its laboratory to validate the effectiveness of the air curtains, using smoke to simulate mosquito intrusion [1] - The test results confirmed that the air curtains effectively blocked all smoke attempting to "invade," demonstrating the capability of the airflow barrier to prevent mosquito entry [1]

证券代码：301043 证券简称：绿岛风 公告编号：2025-046 广东绿岛风空气系统股份有限公司 关于使用部分闲置募集资金及自有资金 进行现金管理的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或者重大遗漏。 广东绿岛风空气系统股份有限公司（以下简称"公司"）于 2025 年 4 月 23 日召开第三届董事会第六次会议和第三届监事会第六次会议，并于 2025 年 5 月 20 日召开 2024 年年度股东会，审议通过了《关于使用部分闲置募集资金及自有 资金进行现金管理的议案》，同意公司及子公司在确保不影响募集资金投资项目 建设和正常经营的情况下，使用不超过人民币 1.6 亿元（含本数）额度的闲置募 集资金及不超过人民币 6.5 亿元（含本数）的自有资金进行现金管理，投资安全 性高、流动性好的理财产品（包括但不限于结构性存款、收益型凭证等），使用 期限自股东会审议通过之日起 12 个月内有效。在上述额度及决议有效期内，业 务可循环滚动开展。 公司保荐机构对上述事项发表了无异议的核查意见。具体内容详见公司于巨 潮资讯网（http://www.cninfo.com ...

证券日报网讯绿岛风（301043）10月14日在互动平台回答投资者提问时表示，截至2025年10月10日公司 股东总户数为5675户。 ...

10月14日，绿岛风大宗交易成交13万股，成交额610.48万元，占当日总成交额的3.84%，成交价46.96元，较市场收盘价46.96 元持平。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-10-14 | 301043 | 绿岛风 | 46.96 | 13.00 | 610.48 机构专用 | | 招商证券交易单元 | | | | | | | | | (052300) | ...

10月14日，绿岛风跌5.15%，截至发稿，报47.30元/股，成交1.23亿元，换手率4.42%，总市值32.16亿 元。 资料显示，广东绿岛风空气系统股份有限公司位于广东省台山市台城南兴路15号，成立日期2009年9月7 日，上市日期2021年8月11日，公司主营业务涉及从事室内通风系统产品的设计研发、生产及销售。主 营业务收入构成为：室内通风系统97.56%，其他2.44%。 从绿岛风十大流通股东角度 数据显示，诺安基金旗下1只基金位居绿岛风十大流通股东。诺安多策略混合A（320016）二季度新进 十大流通股东，持有股数31.7万股，占流通股的比例为0.56%。根据测算，今日浮亏损失约81.47万元。 诺安多策略混合A（320016）成立日期2011年8月9日，最新规模13.99亿。今年以来收益61.61%，同类 排名452/8162；近一年收益91.23%，同类排名143/8015；成立以来收益211.9%。 诺安多策略混合A（320016）基金经理为孔宪政、王海畅。 截至发稿，孔宪政累计任职时间4年323天，现任基金资产总规模46.07亿元，任职期间最佳基金回报 76.38%， 任职期间最差基金回报 ...