Investment Rating - The report does not explicitly state an investment rating for the industry, but it provides insights into the performance of various sectors within the equipment manufacturing industry, indicating a mixed outlook for different segments [1][2]. Core Insights - The domestic engineering machinery market is experiencing a short-term decline in activity, with May 2025 data showing a 3.86% year-on-year decrease in average working hours and a 5.01 percentage point drop in operating rates [2]. - The automotive sector shows resilience, with a 6% year-on-year increase in daily retail sales of passenger vehicles in late May 2025, supported by promotional strategies from manufacturers [2]. - The photovoltaic sector is facing challenges, with a slowdown in demand for solar glass and a general decline in prices for various products, indicating a weak market outlook [2]. Summary by Sections Market Overview - From June 3 to June 6, 2025, the indices for machinery equipment, power equipment, and automotive sectors changed by 0.93%, 1.38%, and 0.17% respectively, ranking 19th, 14th, and 25th among 31 primary industries [7][10]. Engineering Machinery - The average working hours for major engineering machinery products in May 2025 were 84.5 hours, down 3.86% year-on-year and 6.25% month-on-month. The operating rate was 59.5%, reflecting a 5.01 percentage point year-on-year decline [2]. Automotive Sector - In the last week of May 2025, the average daily retail sales of passenger vehicles reached 95,000 units, a 6% increase compared to the same period last year, although it represented a 7% decrease from the previous month [2]. Photovoltaic Sector - The prices of photovoltaic cells and modules have seen a slowdown in their decline, but overall demand remains weak, particularly for solar glass, which is experiencing price pressure due to reduced purchasing needs from downstream component manufacturers [2]. Industry News - As of April 2025, China's renewable energy generation capacity reached 2.017 billion kilowatts, a 58% year-on-year increase, with wind, solar, and nuclear power surpassing thermal power capacity for the first time [2].

Group 1 - The A-share market for controllable nuclear fusion concept stocks experienced a decline at the beginning of trading, with Prince New Materials dropping nearly 10% [1] - Jiusheng Electric fell over 7%, indicating a significant downturn in investor sentiment towards these stocks [1] - Other companies such as Rongfa Nuclear Power, Baili Electric, and Xue Ren shares also reported notable declines, contributing to the overall negative trend in the sector [1]

Group 1 - The concept of controllable nuclear fusion is undergoing initial adjustments, leading to a significant drop in stock prices for related companies [1] - Wangzi New Materials (002735) hit the daily limit down, indicating strong market reaction [1] - Other companies in the sector, such as Jiusheng Electric (301082), Rongfa Nuclear Power (002366), Xue Ren Co. (002639), and Baile Electric (600468), also experienced declines [1]

Core Insights - On May 29, the Shanghai Composite Index rose by 0.70%, with institutional investors appearing on the trading lists of 24 stocks, net buying 11 and net selling 13 [1][4]. Institutional Trading Summary - The stock with the highest net buying by institutional investors was Wangzi New Materials, which closed at the daily limit with a turnover rate of 49.48% and a transaction volume of 2.901 billion [2]. - Fourfang Technology also closed at the daily limit, with a turnover rate of 27.07% and a transaction volume of 3.054 billion, receiving a net buying of 3617.15 million from institutional investors [2]. - Jiusheng Electric closed at the daily limit with a turnover rate of 37.27% and a transaction volume of 1.975 billion, with a net buying of 3314.85 million from institutional investors [2]. Market Performance of Institutional Net Buying Stocks - Stocks with institutional net buying showed an average increase of 9.89%, outperforming the Shanghai Composite Index [3]. - Stocks such as Sanyou Technology and Guokang Biochemical reported strong performance, closing at the daily limit [3]. - Historical data indicates that stocks with institutional net buying have a 50.50% probability of rising the next day and a 49.00% chance of outperforming the Shanghai Composite Index [3]. Institutional Net Selling Summary - The stock with the highest net selling by institutions was Xiongdi Technology, with a net selling amount of 10267.47 million [3]. - Yong'an Pharmaceutical was noted for a significant drop, with a net selling of 4567.52 million [3]. - Youfu Co., Ltd. also experienced net selling of 4413.11 million [3]. Deep and Shanghai Stock Connect Activity - On May 29, 11 stocks on the trading list had participation from the Deep and Shanghai Stock Connect, with notable net buying in stocks like Fourfang Technology and Lakala [7]. - Fourfang Technology received a net buying of 14995.34 million, while stocks like Snowman Co. and Guangju Energy experienced significant net selling [9].

Market Overview - The A-share market experienced an overall increase on May 29, with the Shanghai Composite Index closing at 3363.45 points, up 0.7%, the Shenzhen Component Index at 10127.2 points, up 1.24%, and the ChiNext Index at 2012.55 points, up 1.37%. The North Star 50 Index rose by 2.73%. Total trading volume reached 12136.01 billion yuan, an increase of 1795.28 billion yuan compared to the previous trading day [1]. Capital Flow - The net inflow of main funds in the A-share market was 74.33 billion yuan, with an opening net outflow of 19.58 billion yuan and a closing net inflow of 23.89 billion yuan [2]. - The net inflow for the CSI 300 was 12.91 billion yuan, while the ChiNext saw a net inflow of 42.65 billion yuan, and the STAR Market experienced a net outflow of 17.3 billion yuan [4]. Sector Performance - Among the 23 sectors, the computer industry led with a net inflow of 191.73 billion yuan, followed by the electronics sector with 124.39 billion yuan, and the pharmaceutical and biological sector with 112.04 billion yuan. The non-bank financial sector saw a net inflow of 47.51 billion yuan, while the communication sector had 34.87 billion yuan [6][7]. - The sectors with the largest net outflows included food and beverage with -21.56 billion yuan, basic chemicals with -12.02 billion yuan, and banking with -8.89 billion yuan [7]. Individual Stock Activity - The stock with the highest net inflow was Shanzhi Gaoke, with 7.11 billion yuan [8]. - Institutional investors showed significant interest in several stocks, with Wangzi New Materials receiving a net buy of 41.11 million yuan, and Sifang Precision receiving 36.17 million yuan [11][12]. Institutional Focus - Recent institutional ratings highlighted several stocks, including Huichuan Technology with a target price of 73.00 yuan, indicating an upside potential of 8.83%, and Longying Precision with a target price of 24.70 yuan, suggesting a 19.73% upside [14].

证券代码：301082 证券简称：久盛电气 公告编号：2025-021 久盛电气股份有限公司 关于公司股票交易异常波动的公告 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。 风险提示： 日、2025 年 5 月 29 日）收盘价格涨幅偏离值累计超过 30%，根据深圳证券交易 所的有关规定，以上情形属于股票交易异常波动的情况。 一、股票交易异常波动的具体情况 久盛电气股份有限公司（以下简称"公司"）股票交易价格连续两个交易日 （2025 年 5 月 28 日、2025 年 5 月 29 日）收盘价格涨幅偏离值累计超过 30%， 根据深圳证券交易所的有关规定，以上情形属于股票交易异常波动的情况。 二、公司关注并核实情况说明 针对公司股票交易异常波动情况，公司董事会通过电话及现场问询方式，对 公司控股股东、实际控制人、全体董事、监事及高级管理人员就相关问题进行了 核实，现就相关情况说明如下： 价格产生较大影响的未公开重大信息； 项或处于筹划阶段的重大事项； 易异常波动期间不存在买卖公司股票的情形； 三、是否存在应披露而未披露信息的说明 公司董事会确认，目前没有任何根 ...

证券代码：301082 证券简称：久盛电气 公告编号：2025-021 久盛电气股份有限公司 1、经核查，公司前期披露的信息不存在需要更正、补充之处； 2、经核查，公司未发现近期公共传媒报道过可能或者已经对公司股票交易 价格产生较大影响的未公开重大信息； 3、经核查，公司目前生产经营情况正常，内外部经营环境未发生重大变化； 一、股票交易异常波动的具体情况 久盛电气股份有限公司（以下简称"公司"）股票交易价格连续两个交易日 （2025 年 5 月 28 日、2025 年 5 月 29 日）收盘价格涨幅偏离值累计超过 30%， 根据深圳证券交易所的有关规定，以上情形属于股票交易异常波动的情况。 二、公司关注并核实情况说明 针对公司股票交易异常波动情况，公司董事会通过电话及现场问询方式，对 公司控股股东、实际控制人、全体董事、监事及高级管理人员就相关问题进行了 核实，现就相关情况说明如下： 关于公司股票交易异常波动的公告 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。 风险提示： 1、久盛电气股份有限公司股票交易价格连续两个交易日（2025 年 5 月 28 日、2 ...

Core Viewpoint - Jiusong Electric reported a decline in revenue and significant losses in net profit for the fiscal year 2024, indicating financial challenges faced by the company [1][2]. Financial Performance Summary - Total revenue for 2024 was 1.911 billion yuan, a decrease of 4.64% compared to 2.004 billion yuan in 2023 [2]. - The net profit attributable to shareholders was -35.56 million yuan, a decline of 170.18% from a profit of 50.68 million yuan in the previous year [2]. - The net profit after deducting non-recurring gains and losses was -40.17 million yuan, down 181.49% from 49.29 million yuan in 2023 [2]. - The net cash flow from operating activities was -281.42 million yuan, showing an improvement of 49.97% from -562.46 million yuan in the previous year [2]. Earnings Per Share and Return on Equity - Basic and diluted earnings per share for 2024 were -0.16 yuan, a decrease of 172.73% from 0.22 yuan in 2023 [2]. - The weighted average return on equity was -3.36%, down 8.05% from 4.69% in the previous year [2]. Asset and Equity Position - Total assets at the end of 2024 were 3.517 billion yuan, an increase of 15.91% from 3.034 billion yuan at the end of 2023 [2]. - The net assets attributable to shareholders decreased by 5.94% to 1.025 billion yuan from 1.089 billion yuan in the previous year [2]. Q1 2025 Performance - For Q1 2025, total revenue was 471.77 million yuan, a growth of 24.01% compared to 379.62 million yuan in the same period last year [3]. - The net profit attributable to shareholders was -6.62 million yuan, a decline from a profit of 6.39 million yuan in Q1 2024 [3]. - The net cash flow from operating activities was -45.05 million yuan, worsening by 282.14% from -11.79 million yuan in the previous year [3]. Fundraising and Use of Proceeds - Jiusong Electric raised a total of 626 million yuan, with a net amount of 508 million yuan after deducting issuance costs, exceeding the original plan by 39.73 million yuan [4][5]. - The funds were intended for projects including the production of inorganic insulated cables and to supplement working capital [5].

Group 1 - The nuclear power sector experienced a significant rally on the 28th, with stocks such as Jiusheng Electric rising over 16% and Tianli Composite increasing by more than 13%, reaching new highs [1] - Notably, Rongfa Nuclear Power has seen a consecutive four-day limit-up, while Changcheng Electric and Huijin Tong achieved three consecutive limit-ups [1] - Changcheng Electric confirmed that its production and operations are normal, with no significant changes in market conditions or industry policies, although it still expects a net loss for 2024 compared to the previous year [1] Group 2 - Zhejiang Securities believes that Trump's new policies will further strengthen the global nuclear power development narrative, leading to increased capital expenditure in the industry [2] - As a direct fuel source for existing nuclear power technology, the demand for natural uranium is expected to grow alongside the expansion of the U.S. nuclear energy scale and the promotion of Small Modular Reactors (SMRs) [2] - The supply-demand imbalance for natural uranium, which has been alleviated in recent years, is anticipated to become more pronounced over time, driving up uranium prices and establishing a long-term bullish trend [2]

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