光刻机板块多股连板，*ST和科3连板，凯美特气、新莱应材2连板。一图速览今日连板股>> | 生板改設 10.13 | | 截至收盘斩获连板个股 | | --- | --- | --- | | 股票名称 | 连板天数 | 所属概念 | | *ST东易 | 5 | 家装 | | *ST国农 | 4 | 算力 | | 合锻智能 | 4 | 可控核聚变 | | 安泰科技 | 3 | 可控核聚变+稀土永磁 | | *ST大立 | 3 | 机器人 | | *ST和科 | 3 | 光刻机 | | 澄星股份 | 3 | 磷化工 | | ST尔雅 | 3 | 储能 | | 白银有色 | 3 | 有色金属 | | 深振业A | 2 | 房地产 | | *ST中基 | 2 | 国企改革 | | 合肥城建 | 2 | 房地产 | | 凯美特气 | 2 | 光刻机 | | 新菜应材 | 2 | 光刻机 | | 科新发展 | 2 | 建筑工程 | | 广东明珠 | 2 | 钢铁 | 10月13日，Wind数据显示，A股市场共计73只个股涨停。其中稀土永磁概念股安泰科技收获3连板；光 刻机板块多股连板，*ST和科3连板，凯美特气、新莱应材 ...

大盘仍有继续上行空间：从9月份的市场环境来看，海外方面，美国经济维持韧性，8月标普PMI显著好于预期，美联储主席态度转鸽释放9月降息信号；美 国总统罢免美联储理事，"央行独立性"遭前所未有挑战；此外，中美瑞典经贸会谈如期宣布将关税缓和期延长，美国已于8月初开始执行对其他贸易伙伴 的"对等关税"，其中包含更高的转口关税。国内方面，7月经济放缓，消费投资地产同步降温，考虑到下半年出口存在明显降温压力，在当前消费和投资内 需也同步偏弱的背景下，政策或迎来加码信号。 主力净流入行业板块前五：半导体，锂电池，新能源汽车，稀土磁材，有色金属； 主力净流入概念板块前五：国产芯片，国企改革，华为产业链，人工智 能，央企改革； 主力净流入个股前十：北方稀土、海南华铁、华友钴业、胜宏科技、中芯国际、赣锋锂业、南大光电、江丰电子、金山办公、金力永磁 华为全联接大会召开，公司首次明确披露昇腾系列AI芯片规划，预计2026年Q1推出昇腾950PR，Q4推出昇腾950DT，2027、2028年Q4分别推出昇腾960、 970；超节点方面，华为开创的灵衢新型互联协议，支撑万卡超节点架构，灵衢2.0技术规范现已开放，公司正开发Atlas 9 ...

来源：新浪证券-红岸工作室 10月13日，孚日股份跌3.29%，成交额2.38亿元，换手率5.06%，总市值47.33亿元。 异动分析 三胎概念+中俄贸易概念+国企改革+人民币贬值受益+军工 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-1167.81万，占比0.05%，行业排名28/32，连续2日被主力资金减仓；所属行业主力净流 入-4842.05万，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入-1167.81万-6661.83万-5903.95万-5934.25万-7321.72万 主力持仓 主力轻度控盘，筹码分布较为分散，主力成交额1.11亿，占总成交额的13.56%。 1、"芭迪熊"为睿优铭托育业务的其中一个品牌。睿优铭2018年开始开展托育相关业务， 2018年6月开 设第一家托育门店，当时以"芭迪熊"品牌试运营，推广策略以在部分"悦宝园"早教加盟中心植入托育项 目为主。 2、公司以全球贸易为目标,建立了以中国、日本、美国、欧盟、俄罗斯、澳大利亚等国家和地区为主销 市场的多元化市场体系,在市场上拥 ...

来源：新浪证券-红岸工作室 10月13日，中红医疗跌0.67%，成交额5961.40万元，换手率1.16%，总市值56.95亿元。 异动分析 医疗器械概念+宠物经济+智能医疗+人民币贬值受益+国企改革 1、公司主营业务产品以外销出口为主，并采取 ODM 直销方式，即公司实际为海外医疗器械及医疗耗 材等领域品牌商进行 ODM 生产，负责产品的自主设计与自主生产，品牌商提供外包装设计并以其自身 品牌在海外市场进行销售。 4、根据2024年年报，公司海外营收占比为81.56%，受益于人民币贬值。 5、公司属于国有企业。公司的最终控制人为厦门市人民政府国有资产监督管理委员会。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 2、2025年3月3日官微：中红医疗亮相第12届京宠展。中红普林医疗用品股份有限公司（以下简称"中红 医疗"）携旗下健康防护、安全输注、创新孵化产品出席，其中迈德瑞纳宠物泵，备受瞩目。展会上， 中红医疗旗下迈德瑞纳 UniFusion SP50 Vet 及 UniFusion VP50 Vet 兽用输注泵备受关注，两款产品具备 IP34 防水设计和双 C ...

来源：新浪证券-红岸工作室 10月13日，上海汽配跌1.52%，成交额6044.34万元，换手率1.79%，总市值52.56亿元。 异动分析 中俄贸易概念+一带一路+国企改革+新能源汽车+汽车热管理 1、公司上市保荐书：目前公司的燃油分配管主要客户为全球知名的发动机制造商，包括联合电子、博 格华纳（BorgWarner）、 IHO Group（大陆集团和纬湃科技） 、俄罗斯埃塔曼集团（NPP ITELMA LLC）等。上述客户与公司保持着长期稳定的合作关系，对方在供应商筛选方面具有严格的供应商认证 体系，供应商需通过严格的认证测试方可合作，一旦获得认可，会被列入其合格供应商目录。 2、2024年11月30日公告：为进一步加大海外市场开拓力度，完善落实公司国际化战略发展布局，提升 公司的综合实力和核心竞争力，公司拟在摩洛哥设立全资子公司（以下简称"标的公司"）。本次拟投资 自有资金不超过等值 1亿元人民币，具体投资时间及金额将根据当地注册资本实缴要求及标的公司实际 需求分批投入，投资金额主要用于设立标的公司、购买土地、新建厂房及装修、购买生产设备及配套设 施等相关事项。 3、公司属于国有企业。公司的最终控制人为 ...

知风云 2025 年是国企改革深化提升行动的收官之年。根据国务院国资委部署，各地需在前三季度基本完成既 定改革任务，第四季度全面开展扫尾提升工作。 作者|知本咨询国企综合改革研究院 陈高杰 责编|亿亿 编辑|阿苓 当前，全国范围内改革任务完成率已普遍超 80%，部分地区更是突破 90%，但收官阶段仍需对改革任 务进行全面 "扫描复盘"，聚焦关键环节实现重点突破，确保改革成效 "不打折扣"。 自2023年国企改革 ...

Summary of Key Points from Conference Call Records Industry Overview - **Financial Conditions**: Domestic financial conditions are stabilizing, with loose fiscal and monetary policies aimed at stabilizing the capital market, which helps to build consensus, boost expectations, and attract foreign capital [1][3] - **Investment Focus**: The main investment themes include technology, particularly AI innovation and semiconductor equipment, as well as adjusted financial sectors and industries like non-ferrous metals, chemicals, steel, and new energy [1][4] Company Insights - **Aviation Industry**: During the 2025 National Day holiday, air passenger traffic significantly increased, with ticket prices rising beyond expectations. The aviation industry is expected to see profits surpassing 2019 levels in Q3 2025, contingent on the recovery of business travel demand [1][5] - **LNG Shipping Market**: The LNG shipping market is expected to perform well in Q4 2025, benefiting from OPEC's production increase and additional supply from South America and West Africa, indicating a rebound in profitability for shipping companies [1][7] - **Coal Market**: The coal market is experiencing a dual improvement in supply and demand, with prices expected to rise gradually starting in the second half of 2026. The focus on coal stocks is increasing due to supply constraints and unexpected demand [1][14][15][16] Key Industry Trends - **Oil Prices**: Recent declines in oil prices are attributed to geopolitical factors, tariffs, and OPEC+ production increases. Future price movements will depend on the attitudes of oil-producing countries and geopolitical developments [1][8][9] - **Steel Industry**: The steel sector is expected to perform well in Q4, with historical data suggesting that policy-related factors can lead to year-end rallies. The industry is also seeing a shift towards a more stable supply-demand balance, with potential profit increases in the coming years [1][19][20] Recommendations - **Investment Recommendations**: - **Aviation**: Focus on companies that can capitalize on the recovery of business travel and rising ticket prices [1][5] - **LNG Shipping**: Companies like China Merchants Energy and China Ship Leasing are recommended due to expected profitability rebounds [1][7] - **Coal**: Companies like China Shenhua and other major state-owned enterprises are highlighted for their strong market positions and potential for profit growth [1][18][17] - **Steel**: Recommended companies include Baosteel and Hualing Steel, which have cost advantages and strong market positions [1][20] Additional Insights - **Geopolitical Impact**: The current geopolitical landscape is influencing market dynamics, with clearer boundaries around trade risks compared to earlier in the year. This clarity is seen as an opportunity for investors to increase their holdings in Chinese assets [2][3] - **Consumer Building Materials**: The consumer building materials sector is showing signs of recovery, with leading companies expected to perform well despite a challenging market environment [1][24][25] This summary encapsulates the key insights and recommendations from the conference call records, providing a comprehensive overview of the current state and future outlook of various industries and companies.

中经记者 李哲 北京报道 河南省两大能源国企重组迈出关键一步。 近日，神马股份（600810.SH）、平煤股份（601666.SH）、易成新能（300080.SZ）、硅烷科技 （920402.BJ）及大有能源（600403.SH）等多家上市公司相继发布公告称，其控股股东中国平煤神马集 团（以下简称"平煤神马"）与河南能源集团有限公司（以下简称"河南能源"）拟实施战略重组。 《中国经营报》记者注意到，该重组计划已于9月28日审议通过。平煤神马和河南能源的业务范围覆盖 煤炭、化工、新能源、氢能等多个板块，两家企业在2024年的总营收规模合计超过2800亿元。 平煤神马与河南能源均为河南省国资委旗下的能源化工企业，但业务侧重点有所差异。 两大巨头战略重组 神马股份公告显示，其于9月25日收到控股股东平煤神马通知，根据河南省委、省政府决定，平煤神马 拟与河南能源实施战略重组。此次重组不会导致上市公司控股股东与实际控制人发生变更，亦不涉及持 股变动，目前仍需履行相关程序。 河南能源官网信息显示，9月28日上午，平煤神马党委常委会第一次会议审议通过双方战略重组的工作 计划。 根据2024年"中国企业500强"榜单，平煤神 ...

Core Viewpoint - During the "14th Five-Year Plan" period, the capital market's ability to serve the real economy has been continuously enhanced, with Southwest Securities playing a crucial role as a service provider and facilitator for economic development [1][2]. Group 1: Service to the Real Economy - Southwest Securities has actively participated in various financial services, including corporate listings, financing, mergers and acquisitions, and risk management, significantly supporting local industrial upgrades and economic structure optimization [2]. - The company served as an independent financial advisor for Guangdong Songfa Ceramics Co., Ltd.'s major asset restructuring, which was the first approved cross-industry merger project since the release of the "merger six guidelines" [2]. - From 2021 to June 2025, Southwest Securities has cumulatively served over 260 billion yuan, with over 95 billion yuan specifically for the Chengdu-Chongqing economic circle, exceeding its "14th Five-Year Plan" targets ahead of schedule [3][4]. Group 2: Regional Economic Development - Southwest Securities has signed strategic cooperation agreements with 22 districts and counties in Chongqing, providing investment and risk management services exceeding 54 billion yuan [4]. - The company has engaged with 33 key state-owned enterprises in Chongqing, offering comprehensive services in mergers, bonds, and capital operations totaling over 6 billion yuan [4]. - The firm has initiated a "Walk into Listed Companies" campaign, providing over 16 billion yuan in financing services to listed companies in Chongqing [4]. Group 3: Business Growth and Innovation - In the first half of the year, Southwest Securities saw a 40-fold increase in new customer accounts compared to the previous year, indicating significant growth in its brokerage business [7]. - The company has successfully issued multiple asset-backed securities (ABS) products, totaling over 3 billion yuan, showcasing its strength in asset securitization [7]. - The firm has implemented digital transformation initiatives, reducing customer onboarding times significantly and enhancing compliance efficiency [7][8]. Group 4: Future Outlook - Southwest Securities aims to enhance its service capabilities through a multi-level cooperation system, focusing on tailored services for different regions and enterprises [5]. - The company is committed to high-quality development, continuously improving its core competitiveness across various business segments, including securities and futures brokerage, investment banking, and asset management [6][8]. - The firm plans to fully implement new development concepts and contribute more significantly to the real economy's growth [8].

Core Viewpoint - Suhao Hongye Co., Ltd. has shown a positive stock performance with a 2.49% increase, reaching a market capitalization of 2.643 billion yuan, indicating investor interest in the company amid its diverse business operations [1]. Company Overview - Suhao Hongye Co., Ltd. is primarily engaged in trade, culture, and investment, with a focus on exporting toys and pet products, and importing medical devices and machinery [2]. - The company operates under the control of the Jiangsu Provincial Government's State-owned Assets Supervision and Administration Commission, classifying it as a state-owned enterprise [3]. - The company holds a 16.31% stake in Hongye Futures, which is listed on the Hong Kong Stock Exchange, and has invested 12 million yuan for a 24% share in Jiangsu Hongrui Technology Investment Company, the first venture capital firm in Jiangsu focusing on biomedicine [4]. Financial Performance - For the first half of 2025, Suhao Hongye reported a revenue of 3.919 billion yuan, reflecting a year-on-year growth of 10.73%, and a net profit attributable to shareholders of 26.2955 million yuan, up 34.72% from the previous year [8]. - The company has distributed a total of 503 million yuan in dividends since its A-share listing, with 74.0302 million yuan paid out over the last three years [9]. Market Activity - The stock has seen a net inflow of 6.0081 million yuan today, with a trading volume of 91.6145 million yuan and a turnover rate of 3.48%, indicating moderate trading activity [1][5]. - The average trading cost of the stock is 10.83 yuan, with the current price approaching a resistance level of 10.92 yuan, suggesting potential for upward movement if this level is surpassed [7].