Core Insights - Fushite's stock increased by 5.95%, reaching 32.74 CNY per share, with a trading volume of 84.1863 million CNY and a turnover rate of 8.49%, resulting in a total market capitalization of 3.405 billion CNY [1] Company Overview - Jiangxi Fushite Hydraulic Co., Ltd. is located in Shangrao Economic and Technological Development Zone, Jiangxi Province, and was established on April 8, 2005. The company went public on July 25, 2023 [1] - The main business involves the research, development, production, and sales of hydraulic pipeline systems. The revenue composition is as follows: hard pipe assemblies 60.79%, vehicle-mounted fire extinguishing systems 19.19%, fuel tank assemblies 17.86%, and others 2.15% [1] Fund Holdings - According to data, one fund under Huaxia Fund has a significant holding in Fushite. Huaxia Stable Gain One-Year Holding Mixed A (017912) held 2,500 shares in the second quarter, accounting for 0.14% of the fund's net value, ranking as the ninth largest holding [2] - The fund was established on August 11, 2023, with a latest scale of 29.2614 million CNY. Year-to-date return is 0.77%, ranking 7900 out of 8234 in its category; the one-year return is 2.54%, ranking 7606 out of 8095; and since inception, the return is 6.3% [2] - The fund manager, Song Yang, has a tenure of 8 years and 339 days, with total assets under management of 9.393 billion CNY. The best fund return during his tenure is 78.92%, while the worst is -13.01% [2]

Investment Rating - The report rates the mining machinery industry as "Overweight" due to expected growth driven by rising metal prices [3][4]. Core Insights - Rising prices of precious and industrial metals are anticipated to boost capital expenditures on mining equipment, as increased profits for mining companies enhance their willingness to invest in new equipment [4]. - The demand for tools and spare parts is expected to rise directly with increased mining and processing volumes, with specific companies recommended for investment in these segments [4]. - The acceleration of new mining projects will lead to increased demand for complete machinery, with several companies highlighted as potential investment opportunities [4]. - Companies with mining assets are expected to benefit directly from price increases, particularly those involved in tungsten mining, which has seen significant price appreciation this year [4]. Summary by Sections Equipment Investment - The report emphasizes that equipment investment is driven by the upward trend in metal prices, which leads to increased mining activity and capital expenditures [4]. Tools and Spare Parts - The report categorizes mining tools into three types: dragging tools, rotating tools, and impact tools, recommending companies such as New Sharp, Hengli Drill, and Zhongtung High-Tech for investment [4]. Complete Machinery - The report identifies key segments in the mining process, including excavation, crushing, transportation, and mineral processing, and suggests companies like Xugong Machinery and Sany Heavy Industry for investment [4]. Mining Asset Companies - The report highlights the significant profit potential for companies with tungsten mining assets due to substantial price increases, recommending companies like Zhongtung High-Tech and Xiamen Tungsten for investment [4].

证券代码：301446 证券简称：福事特 公告编号：2025-048 江西福事特液压股份有限公司 关于签订募集资金四方监管协议的公告 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。 一、募集资金基本情况 经中国证券监督管理委员会（以下简称"中国证监会"）《关于同意江西福事特液压股 份有限公司首次公开发行股票注册的批复》（证监许可〔2023〕1287 号）同意注册，江西福 事特液压股份有限公司（以下简称"公司"）首次公开发行人民币普通股（A 股）2,000 万 股，每股面值人民币 1 元，每股发行价格为 31.89 元，本次发行募集资金总额为人民币 63,780.00 万元，扣除不含增值税发行费用人民币 6,213.66 万元，实际募集资金净额为人 民币 57,566.34 万元。上述募集资金已于 2023 年 7 月 17 日到账，天职国际会计师事务所（特 殊普通合伙）已于 2023 年 7 月 17 日对上述募集资金的到位情况进行了审验，并出具"天职 业字〔2023〕41400 号"《验资报告》。 公司于 2025 年 8 月 26 日召开第二届董事会第十一 ...

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 Viewpoint - The engineering machinery sector experienced a significant increase of 3.17% on September 29, with Fushite leading the gains [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] - Fushite's stock price rose by 6.03% to 33.40, with a trading volume of 66,700 shares and a transaction value of 217 million [1] - Other notable performers included Hengli Hydraulic, which increased by 5.89% to 94.98, and Xugong Machinery, which rose by 4.76% to 11.00 [1] Group 2: Capital Flow - The engineering machinery sector saw a net inflow of 301 million from main funds, while retail investors experienced a net outflow of 301 million [2][3] - Main funds showed a significant net inflow in companies like Sany Heavy Industry, with 212 million, and Xugong Machinery, with 80.28 million [3] - In contrast, retail investors had notable outflows from companies such as Sany Heavy Industry and Hengli Hydraulic, with outflows of 194 million and 49.73 million respectively [3]

Group 1 - The core point of the news is that Fujitec's stock price increased by 5.58% to 32.75 CNY per share, with a trading volume of 83.37 million CNY and a turnover rate of 8.34%, resulting in a total market capitalization of 3.406 billion CNY [1] - Fujitec, established on April 8, 2005, is located in Jiangxi Province and specializes in the research, production, and sales of hydraulic pipeline systems. The main revenue composition includes hard pipe assemblies (60.79%), vehicle fire extinguishing systems (19.19%), fuel tank assemblies (17.86%), and others (2.15%) [1] Group 2 - Among Fujitec's top ten circulating shareholders, a fund under Nuoan Fund ranks as a significant holder. The Nuoan Multi-Strategy Mixed A Fund (320016) entered the top ten shareholders in the second quarter, holding 426,000 shares, which accounts for 1.34% of the circulating shares. The estimated floating profit today is approximately 737,100 CNY [2] - The Nuoan Multi-Strategy Mixed A Fund, established on August 9, 2011, has a latest scale of 1.399 billion CNY. Year-to-date returns are 57.56%, ranking 801 out of 8,171 in its category; the one-year return is 106.73%, ranking 422 out of 8,004; and since inception, the return is 204.1% [2] Group 3 - The fund managers of Nuoan Multi-Strategy Mixed A are Kong Xianzheng and Wang Haichang. As of the report, Kong has a tenure of 4 years and 305 days, managing a total fund size of 4.607 billion CNY, with the best return during his tenure being 69.77% and the worst being -16.74% [3] - Wang has a tenure of 3 years and 67 days, managing a total fund size of 2.529 billion CNY, with the best return during his tenure being 57.83% and the worst being -18.8% [3]

Group 1 - The core viewpoint of the news highlights the significant increase in the stock price of Fushite, which rose by 7.35% on September 23, with a trading volume of 364 million yuan [1] - As of September 23, Fushite's financing balance reached 57.85 million yuan, accounting for 5.04% of its market capitalization, indicating a high level of financing activity compared to the past year [1] - Fushite's main business revenue composition includes hard pipe assemblies (60.79%), vehicle fire extinguishing systems (19.19%), fuel tank assemblies (17.86%), and other supplementary products (2.15%) [1] Group 2 - As of June 30, Fushite reported a total of 9,078 shareholders, a decrease of 12.32% from the previous period, while the average circulating shares per person increased by 14.06% to 3,499 shares [2] - For the first half of 2025, Fushite achieved an operating income of 256 million yuan, representing a year-on-year growth of 14.79%, and a net profit attributable to shareholders of 49.39 million yuan, up 25.83% year-on-year [2] - Fushite has distributed a total of 56.8 million yuan in dividends since its A-share listing [3]

福事特9月19日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 国投证券股份有限公司上海黄浦区中山南路证券营业 部 | 1988.28 | 0.00 | | 买二 | 国泰海通证券股份有限公司南京广州路证券营业部 | 1388.61 | 0.00 | | 买三 | 机构专用 | 1375.81 | 733.25 | | 买四 | 机构专用 | 999.65 | 0.00 | | 买五 | 机构专用 | 936.41 | 0.35 | | 卖一 | 中泰证券股份有限公司济南纬二路证券营业部 | 10.35 | 2326.21 | | 卖二 | 中信建投证券股份有限公司杭州庆春路证券营业部 | 0.33 | 1573.57 | | 卖三 | 开源证券股份有限公司西安西大街证券营业部 | 0.00 | 1539.44 | | 卖四 | 机构专用 | 736.89 | 1385.91 | | 卖五 | 机构专用 | 465.03 | 1369.28 | （文章来源：证券时报网） 证券时报·数据宝统计显示， ...

Core Viewpoint - The engineering machinery sector is experiencing a significant upward trend, with notable stock performances from various companies, indicating a positive market sentiment in this industry [1] Company Performance - Fushite reached a new intraday high during trading [1] - Shanhe Intelligent hit the daily limit up [1] - Other companies such as Wuxin Tunnel Equipment, Southern Road Machinery, Hengli Drilling Tools, Zhongli Co., and XCMG also saw increases in their stock prices [1]

证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.30亿元，其中，买入成交额为8457.96 万元，卖出成交额为4573.29万元，合计净买入3884.67万元。 福事特今日涨停，全天换手率36.61%，成交额3.75亿元，振幅22.14%。龙虎榜数据显示，机构净卖出 135.22万元，营业部席位合计净买入4019.89万元。 深交所公开信息显示，当日该股因日收盘价涨幅达20.00%、日换手率达36.61%上榜，机构专用席位净 卖出135.22万元。 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 民生证券股份有限公司上海自贸试验区分公司 | 1960.19 | 0.00 | | 买二 | 中信建投证券股份有限公司杭州庆春路证券营业部 | 1653.62 | 6.80 | | 买三 | 爱建证券有限责任公司上海锦康路证券营业部 | 1529.75 | 0.00 | | 买四 | 开源证券股份有限公司西安西大街证券营业部 | 1466.26 | 3.89 | | 买五 | 机构专用 | 1161.54 | ...