Core Viewpoint - The company, New Special Electric, announced that its stock experienced an abnormal fluctuation, with a cumulative price increase of over 30% across three consecutive trading days in October 2025 [1] Summary by Relevant Sections - **Stock Performance** The stock price of New Special Electric showed a cumulative increase of over 30% from September 30 to October 10, 2025, indicating significant trading volatility [1] - **Company Disclosure** The company confirmed that there are no corrections or supplements needed for previously disclosed information, and it has not identified any recent media reports that could have significantly impacted its stock price [1] - **Operational Status** The current operational status of the company remains normal, with no significant changes in the internal or external business environment reported [1]

Financial Performance - Jinling Mining reported a net profit of 220 million yuan for the first three quarters, representing a year-on-year increase of 47.09% [1] - Northern Rare Earth expects a net profit of 1.51 billion to 1.57 billion yuan for the first three quarters, a year-on-year increase of 272.54% to 287.34% [2] - Chuanjinno anticipates a net profit of 290 million to 310 million yuan for the first three quarters, with a year-on-year growth of 162.56% to 180.66% [3] - Allwinner Technology expects a net profit of 260 million to 290 million yuan for the first three quarters, a year-on-year increase of 72.20% to 92.06% [15] - Youyan New Materials forecasts a net profit of 230 million to 260 million yuan for the first three quarters, a year-on-year growth of 101% to 127% [16] - Qianyuan Electric anticipates a net profit of 451 million to 531 million yuan for the first three quarters, representing a year-on-year increase of 70% to 100% [18] Corporate Actions - Aowei New Materials announced that its stock will resume trading on October 13 after a suspension due to unusual trading fluctuations [4] - Dongxin Co. plans to transfer 13.2675 million shares, accounting for 3.00% of the total share capital, through a pricing inquiry [5] - Xibei Securities announced the resignation of its fund manager due to retirement [6] - Aviation Control reported the resignation of its vice chairman due to job relocation [7] - BOE Technology Group announced the resignation of its vice chairman for personal reasons [9] - Standard Shares reported the resignation of its chairman due to work adjustments [10] - Kent Shares announced the resignation of its deputy general manager for personal reasons [10] Strategic Developments - Keda Li plans to establish a wholly-owned subsidiary in Hong Kong with an investment of up to 3 million HKD to enhance its international presence [13] - Jiekang Equipment completed the acquisition of 51% of Shandong Carbon Seeking's shares, which will be included in its consolidated financial statements [12] - China Energy Construction signed three total contracting projects for wind and solar power in Saudi Arabia, with a total contract value of approximately 19.554 billion yuan [14]

Group 1: Market Overview - The pharmaceutical and biotechnology sector received the highest net inflow of main funds, amounting to 520 million yuan [1] - The total net outflow of main funds from the Shanghai and Shenzhen markets reached 92.96 billion yuan, with the ChiNext board experiencing a net outflow of 41.57 billion yuan [1] - Among the 18 sectors, the construction materials sector had the highest increase of 1.92%, while 13 sectors saw declines, with electronics and power equipment dropping over 4% [1] Group 2: Key Stocks and Fund Flows - New Lai Materials, a photolithography concept stock, topped the net inflow list with 512 million yuan, experiencing a 20% increase [2][3] - Longcheng Military Industry followed with a net inflow of 457 million yuan, also seeing a 10% increase [2][3] - Other notable stocks with significant net inflows include Blue Dai Technology (434 million yuan), GF Securities (395 million yuan), and Kaimeite Gas (378 million yuan) [3] Group 3: Major Outflows - Major stocks facing significant net outflows include Luxshare Precision and CATL, each with outflows exceeding 3 billion yuan [4][5] - Other companies with substantial outflows include Sunshine Power, Oriental Fortune, and Shenghong Technology, each with outflows over 2.1 billion yuan [4][5] - A total of over 220 stocks experienced net outflows exceeding 1 billion yuan, with 21 stocks seeing outflows over 10 billion yuan [3] Group 4: End-of-Day Trends - At the end of the trading day, two stocks saw net inflows exceeding 100 million yuan, with Xiangnong Chip leading at 124 million yuan [6][7] - The net outflow at the end of the day was 15.074 billion yuan, with the ChiNext board contributing 6.469 billion yuan to this total [6] - Notable stocks with significant end-of-day outflows include CATL and Zhongji Xuchuang, each with outflows exceeding 500 million yuan [8][9]

新京报贝壳财经讯 新特电气(301120)10月10日发布股票交易异常波动公告称，公司于2025年7月21日披 露了《关于控股股东、实际控制人及其一致行动人减持股份的预披露公告》，控股股东、实际控制人及 其一致行动人谭勇、宗丽丽、李淑芹、宗宝峰自公告披露之日起15个交易日后的3个月内，通过集中竞 价和大宗交易方式合计减持公司股份不超过1113.24万股，占公司总股本剔除回购专用证券账户的股本 的比例为3%。经核查，控股股东、实际控制人及其一致行动人在股票异动期间存在卖出公司股票的行 为。本次减持与此前已披露的意向、减持计划一致。 ...

Core Points - New Special Electric (301120) announced on October 10 that its controlling shareholder and actual controllers, including Tan Yong, Zong Lili, Li Shuqin, and Zong Baofeng, plan to reduce their holdings by a total of no more than 11.1324 million shares, which represents 3% of the company's total share capital excluding the repurchased shares [1] Group 1 - The announcement regarding the reduction of shares was made on July 21, 2025, and the reduction will occur within three months after the 15 trading days following the announcement [1] - The reduction of shares will be executed through centralized bidding and block trading methods [1] - The actual controllers have engaged in selling company shares during the period of stock price fluctuations, which aligns with the previously disclosed intentions and reduction plans [1]

证券代码：301120 证券简称：新特电气 公告编号：2025-058 新华都特种电气股份有限公司 股票交易异常波动公告 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。 一、股票交易异常波动的具体情况 新华都特种电气股份有限公司（以下简称"公司"）股票于 2025 年 9 月 30 日、 2025 年 10 月 9 日、2025 年 10 月 10 日连续三个交易日收盘价格涨幅偏离值累计 超过 30%，根据《深圳证券交易所交易规则》的相关规定，属于股票交易异常波 动的情况。 二、公司关注并核实情况的说明 针对公司股票异常波动情况，公司董事会通过电话及现场询问等方式，对公 司控股股东、实际控制人及其一致行动人就相关问题进行了核实，现就相关情况 说明如下： 1、公司前期披露的信息，不存在需要更正、补充之处。 6、公司不存在违反公平信息披露规定的情形。 三、是否存在应披露而未披露信息的说明 公司董事会确认，除在指定媒体已公开披露的信息外，本公司目前没有任何 根据《深圳证券交易所创业板股票上市规则》等有关规定应予以披露而未披露的 事项或与该事项有关的筹划、商谈、意向、 ...

Core Insights - The stock of Xinte Electric reached its daily limit, with a trading volume of 1.106 billion yuan and a turnover rate of 30.00%, indicating strong market interest [2] - Institutional investors net sold 5.9199 million yuan, while retail trading desks collectively net bought 131 million yuan, suggesting a divergence in trading strategies [2] - The stock was listed on the Shenzhen Stock Exchange due to a 20.00% increase in its closing price, highlighting significant market movement [2] Trading Activity - The top five trading desks accounted for a total transaction volume of 271 million yuan, with a net buying amount of 125 million yuan [2] - Specific trading desks included: - Buying Desk 1: 50.5806 million yuan bought, 0.3232 million yuan sold - Buying Desk 2: 37.6080 million yuan bought, 0.3411 million yuan sold - Buying Desk 5 (Institutional): 26.2952 million yuan bought, 15.9341 million yuan sold [2] Fund Flow - The stock experienced a net inflow of 364 million yuan from major funds, with large orders contributing 417 million yuan to the inflow [2] - Over the past five days, the net inflow of major funds totaled 390 million yuan, indicating sustained interest [2] Margin Trading - As of October 9, the margin trading balance for Xinte Electric was 10.2 million yuan, with a financing balance of 10.2 million yuan and a securities lending balance of 0.0015 million yuan [2] - In the last five days, the financing balance increased by 8.4453 million yuan, reflecting a growth rate of 9.06% [2]

Summary of Key Points Core Viewpoint - The A-share market experienced significant block trading activity on October 10, with a total transaction volume of 2.132 billion yuan, indicating robust trading interest in select stocks [1]. Group 1: Trading Activity - A total of 71 stocks underwent block trading, with the highest transaction amounts recorded for Xinquan Co., Ltd. (319 million yuan), Guangqi Technology (296 million yuan), and Tianshan Aluminum (285 million yuan) [1]. - Among the stocks traded, 23 were sold at par value, 1 at a premium, and 47 at a discount; Tianshan Aluminum was the only stock sold at a premium with a premium rate of 0.51% [1]. - The stocks with the highest discount rates included Zizhong Temple (30.72%), Chenxi Aviation (23.13%), and Qiangrui Technology (21.83%) [1]. Group 2: Institutional Buying - The top institutional buying amounts were led by Xinquan Co., Ltd. (319 million yuan), Tianshan Aluminum (285 million yuan), and Jinlong Co., Ltd. (104 million yuan) [2]. - Other notable institutional purchases included Tianli Lithium Energy (42.32 million yuan), Shuangjie Electric (39.90 million yuan), and Juheshun (33.42 million yuan) [2]. - Additional significant transactions involved Hunan Silver (30.14 million yuan), Dongfang Yuhong (28.11 million yuan), and Baili Electric (15.50 million yuan) [2].

证券之星消息，10月10日电网设备板块较上一交易日上涨1.11%，新特电气领涨。当日上证指数报收于 3897.03，下跌0.94%。深证成指报收于13355.42，下跌2.7%。电网设备板块个股涨跌见下表： 从资金流向上来看，当日电网设备板块主力资金净流入8.23亿元，游资资金净流出2.86亿元，散户资金净 流出5.37亿元。电网设备板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301120 | 新特电气 | 17.98 | 20.03% | 65.58万 | | 11.06亿 | | 601126 | 四方股份 | 22.52 | 10.01% | 53.43万 | | 11.67亿 | | 600268 | 国电南自 | 11.65 | 10.01% | 69.16万 | | 7.79亿 | | 603530 | 神马电力 | 38.30 | 9.99% | 4.23万 | | 1.56亿 | | 301668 | C昊创 | 57.80 | 9. ...

Core Viewpoint - The A-share market experienced a day of volatility on October 10, with all three major indices declining, indicating a bearish sentiment in the market. The nuclear power sector showed notable activity, driven by recent advancements in fusion energy technology [2]. Market Performance - The Shanghai Composite Index fell by 0.94%, closing at 3897.03 points, while the Shenzhen Component Index dropped by 2.70% and the ChiNext Index decreased by 4.55% [2]. - The nuclear power sector was particularly active, with several stocks hitting the daily limit up, including Hezhong Intelligent, which achieved five consecutive limit-ups in nine days, and New Special Electric, which reached a 20% limit-up [2]. Industry Developments - A significant breakthrough was reported on October 1 regarding the BEST project in Hefei, Anhui, where the key component of the fusion energy experimental device, the Dewar base, was successfully developed and installed [2]. - This milestone marks a new phase in the construction of the project, highlighting recent advancements in China's nuclear fusion field [2]. Investment Outlook - According to Guojin Securities, the commercialization path for nuclear fusion technology is becoming clearer, with global investments increasing. The cumulative financing in the industry is expected to exceed $7.1 billion in 2024 [2]. - The industry is anticipated to enter a capital expenditure acceleration cycle during the 14th Five-Year Plan period, with ongoing orders in related component sectors presenting potential investment opportunities [2].