9月29日，杭电股份盘中上涨2.02%，截至09:49，报9.10元/股，成交2.15亿元，换手率3.48%，总市值 62.92亿元。 资金流向方面，主力资金净流出104.99万元，特大单买入777.59万元，占比3.61%，卖出1010.44万元， 占比4.69%；大单买入4152.47万元，占比19.29%，卖出4024.61万元，占比18.70%。 杭电股份今年以来股价涨69.46%，近5个交易日跌18.17%，近20日涨31.88%，近60日涨44.90%。 今年以来杭电股份已经13次登上龙虎榜，最近一次登上龙虎榜为9月26日。 杭电股份所属申万行业为：电力设备-电网设备-线缆部件及其他。所属概念板块包括：光纤光缆、新能 源车、电力物联网、高铁、5G等。 截至6月30日，杭电股份股东户数4.76万，较上期减少17.72%；人均流通股14536股，较上期增加 21.53%。2025年1月-6月，杭电股份实现营业收入45.24亿元，同比增长16.77%；归母净利润3781.38万 元，同比减少46.27%。 分红方面，杭电股份A股上市后累计派现4.40亿元。近三年，累计派现1.18亿元。 责任编辑：小浪快 ...

Core Viewpoint - GAC Trumpchi has launched the new Trumpchi Xiangwang S7 Pro+ series, priced from 159,800 yuan, with a nationwide rollout planned for 500 offline stores during the National Day holiday [1] Group 1: Product Launch and Features - The Xiangwang series, introduced in March, has quickly built a loyal user base through extensive user research and feedback [3] - The S7 Pro+ series features Qualcomm Snapdragon 8295P chip, offering four times the computing power of the previous 8155 chip, and supports a 10-year system iteration [3] - The vehicle includes a 27-inch ultra-clear HUD display and integrates popular audio and video platforms such as QQ Music and iQIYI [3] Group 2: Advanced Technology and Safety - The S7 Pro+ is equipped with variable focus, mid-to-long-range laser radar, achieving centimeter-level detection accuracy and can scan objects in a 120° field of view up to 200 meters away [5] - It features 27 high-precision sensors for 360° environmental perception and is developed in collaboration with Momenta for advanced intelligent driving capabilities [5] - The OTA 3.0 version, released on September 26, includes new features like valet parking assistance and integration of over 90 commonly used applications [5] Group 3: Manufacturing Quality - The S7 Pro+ series benefits from GAC Group's high manufacturing standards, supported by a team of over 300 testing personnel and more than 1,000 testing projects [7] - The production is based in China's first 919 aviation-quality smart factory, utilizing nine advanced manufacturing technologies and nine precision processes to ensure high-end manufacturing quality [7]

Group 1 - The electric equipment and new energy sector increased by 3.86% this week, ranking first in terms of growth, outperforming the Shanghai Composite Index [1][2] - The Shanghai Composite Index closed at 3828.11 points, up 8.02 points, with a growth rate of 0.21%, and a total transaction volume of 49,582.82 billion [1][2] - The Shenzhen Component Index closed at 13209 points, up 138.13 points, with a growth rate of 1.06%, and a total transaction volume of 65,023.74 billion [1][2] - The ChiNext Index closed at 3151.53 points, up 60.53 points, with a growth rate of 1.96%, and a total transaction volume of 30,832.05 billion [1][2] - The electric equipment index closed at 9749.37 points, up 362.57 points, with a growth rate of 3.86%, outperforming the Shanghai Composite Index [1][2] Group 2 - On September 23, 2025, the new Wanjie M7 and Shangjie H5 were officially launched, offering 12 configurations with prices ranging from 279,800 to 379,800 yuan [3] - The Wanjie M7 features two power versions, with a maximum CLTC comprehensive range of 1625 km and a pure electric range of 315 km [3] - The Shangjie H5 offers 6 models with similar power options, priced between 159,800 and 199,800 yuan [3] Group 3 - As of August 2025, the newly installed solar power capacity increased by 230.61 GW year-on-year, representing a growth of 64.73% [4] - In August, the newly installed solar power capacity was 7.36 GW, showing a year-on-year decrease of 55.29% and a month-on-month decrease of 33.33% [4] Group 4 - In August 2025, the total electricity consumption reached 10,154 billion kWh, marking a year-on-year growth of 5.0% [5] - From January to August 2025, the cumulative electricity consumption was 68,788 billion kWh, with a year-on-year growth of 4.6% [5] - The electricity consumption by the primary industry was 1,012 billion kWh, up 10.6% year-on-year, while the secondary industry consumed 43,386 billion kWh, up 3.1% year-on-year [5] - The electricity consumption by the tertiary industry was 13,297 billion kWh, up 7.7% year-on-year, and residential electricity consumption was 11,094 billion kWh, up 6.6% year-on-year [5]

按照申万一级行业进行划分，电子、机械设备、汽车行业创新高的个股较为集中，分别有59只、30只、 16只。从上市板块看，主板股票有80只、科创板股票有43只、创业板股票有40只、北交所股票有5只。 华工科技半年报数据显示，上半年公司共实现营业收入76.29亿元，同比增长44.66%，其中光模块业务 同比增长124%，占总营收的49.1%；实现净利润9.11亿元，同比增长44.87%。机构认为，光模块需求增 多推动公司营收增长，光电器件成公司主业。受益于AI算力需求爆发，公司光模块业务订单充沛，且 公司具备硅光芯片自研能力，同时布局LPO（线性可插拔光模块）与 AEC（有源电缆）产品，国内外 业务协同推进。 从股价表现看，上述168只个股中，本周涨幅居前的有聚辰股份、长川科技、上纬新材、品茗科技、晶 合集成，本周涨幅分别为51.90%、49.40%、44.81%、44.01%、39.58%。股价方面，截至9月26日收盘， 股价超百元的有41只，收盘股价居前的个股是吉比特、北方华创、茂莱光学、中际旭创、宁德时代，收 盘价分别为595.81元/股、452.80 元/股、419.90元/股、413.70元/股、380. ...

近期A股市场创新高个股涌现，尤其是大市值龙头表现亮眼。Choice数据显示，不含近一年上市的次新 股，本周（9月22日至26日），168只个股股价创历史新高（按前复权价计算，下同）。 按照申万一级行业进行划分，电子、机械设备、汽车行业创新高的个股较为集中，分别有59只、30只、 16只。从上市板块看，主板股票有80只、科创板股票有43只、创业板股票有40只、北交所股票有5只。 其中，大市值龙头股近期频创历史新高。从近30个交易日股价创新高次数看，华工科技有18次创新高， 最新总市值为927.1亿元；工业富联12次创新高，最新总市值为1.29万亿元；紫金矿业12次创新高，最新 总市值为7282.26亿元 。 今年以来，不含近一年上市的次新股，873只股票股价创历史新高，同比大增302%。 从成交额看，上述168只个股中，本周成交额居前的个股为立讯精密、中际旭创、中芯国际、阳光电 源、工业富联，成交额分别为1167.16亿元、933.35亿元、836.11亿元、748.15亿元、747.65亿元。 从近30个交易日股价创新高次数看，华工科技有18次创新高，天普股份、中创智领有15次创新高，生益 科技、腾景科技有1 ...

Market Performance - A-share market has seen a surge in stocks reaching historical highs, with 168 stocks achieving this milestone in the week of September 22 to 26, excluding newly listed stocks [1][2] - The electronic, machinery equipment, and automotive sectors have a significant concentration of stocks reaching new highs, with 59, 30, and 16 stocks respectively [1] - The main board has 80 stocks, the Sci-Tech Innovation Board has 43, the Growth Enterprise Market has 40, and the Beijing Stock Exchange has 5 stocks reaching new highs [1] Notable Stocks - Major large-cap stocks have frequently reached historical highs, with Huagong Technology achieving this 18 times in the last 30 trading days, and its latest market capitalization is 92.71 billion [1][2] - Industrial Fulian and Zijin Mining have also reached new highs 12 times, with market capitalizations of 1.29 trillion and 728.23 billion respectively [1][2] - The top stocks by trading volume this week include Luxshare Precision, Zhongji Xuchuang, and SMIC, with trading volumes of 116.72 billion, 93.34 billion, and 83.61 billion respectively [2] Sector Analysis - The stocks reaching new highs are heavily focused on popular concepts, with 40 stocks in the new energy vehicle sector, 35 in semiconductors, and 30 in robotics, indicating sustained interest in these key sectors [3] - Huagong Technology reported a 44.66% year-on-year increase in revenue to 7.63 billion, driven by a 124% increase in its optical module business, which constitutes 49.1% of total revenue [2] Stock Price Movements - The top gainers among the 168 stocks this week include Jucheng Technology, Changchuan Technology, and Shangwei New Materials, with weekly gains of 51.90%, 49.40%, and 44.81% respectively [3] - As of September 26, 41 stocks have a closing price exceeding 100, with the highest closing prices recorded for Jibite, Beifang Huachuang, and Maolai Optics at 595.81, 452.80, and 419.90 respectively [3] Market Capitalization - Among the stocks reaching new highs, 26 have a market capitalization exceeding 100 billion, with the largest being Ningde Times, Industrial Fulian, and SMIC, valued at 1.735 trillion, 1.2882 trillion, and 1.0581 trillion respectively [3]

9月26日，广汽传祺举行"开传祺向往，过向往的生活——传祺向往S7新品用户共创大会"，正式推出与用户共创新品——传祺向往S7 Pro+系列，官方指 导价15.98万~17.98万元。新车以"智能王、续航王、舒适王"三大核心卖点，精准定位17万元级插混SUV市场，并同步官宣成为湖南卫视&芒果TV《向往的 生活》官方指定用车。作为向往系列的核心车型，S7 Pro+不仅延续了用户高满意度的基因，更在智能、续航、舒适三大维度实现全面进阶，以"从最满意， 到更满意"的共创理念，回应用户对高品质新能源车的期待。 智能王：真激光+大智慧 在智能化成为用户核心需求的今天，传祺向往S7 Pro+以"真激光加大智慧"为核心，打造了同级领先的智能驾驶与智能座舱系统，真正实现了"智能 王"的产品标签。 在智能驾驶方面，新车联合第一梯队的Momenta打造智能驾驶辅助系统，搭载英伟达Orin-X芯片、27组高精度车规级传感器，并标配可变焦中长距激光 雷达，探测精度达厘米级，可对前方120°视野、200米范围内的物体进行持续扫描。在实际路况中，系统能在0.3秒内识别"鬼探头"等突发风险，提前6秒预 警，大幅提升行车安全。更值得一提的是， ...

来源：新浪证券-红岸工作室 9月26日，美利信跌5.59%，成交额6.15亿元，换手率16.01%，总市值73.29亿元。 异动分析 一体化压铸+小米汽车+华为汽车+专精特新+5G 1、2024年2月20日互动易，公司高度重视一体化压铸技术，是目前为数不多的较早的介入了超大型一体 压铸结构件的研发、生产且掌握相关技术和拥有8800吨压铸机的生产企业。目前公司为客户提供的部分 一体化压铸产品实现了量产，产品质量也得到了客户的充分认可。 2、2023年年报：公司在2023年进入 SolarEdge，小米汽车，欣旺达，金康动力新能源、全球领先的商用 车制造商斯堪尼亚等新客户的供应体系。 3、2023年6月29日互动易回复：华为是公司在通信领域的核心客户，也是公司在车载结构件的核心客 户。 4、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部国家级专 精特新小巨人企业名单。 5、根据2023年5月5日互动 ...

来源：新浪证券-红岸工作室 9月26日，中集车辆涨1.12%，成交额1.55亿元，换手率1.18%，总市值168.67亿元。 异动分析 冷链物流+氢能源+统一大市场+高端装备+华为概念 1、公司属于专用汽车制造行业，是全球销量排名第一的半挂车生产企业 ，亦是中国领先的专用车上装 和冷藏厢式车厢体生产企业。公司生产的冷藏车产品，凭借出色可靠的产品品质，在冷链物流运输、冷 藏生鲜配送、生物制药及疫苗运输场景中被客户应用。 2、2023年12月1日互动易回复：氢能源方面，本公司根据客户需求已推出氢能源冷藏车厢体产品。 3、公司作为全球排名第一的半挂车生产企业， 在全球主要民用领域的主要市场，包括中国、北美、欧 洲及其他地区开展 7大类的半挂车生产与销售及售后市场服务，主要应用场景为道路物流运输。同时也 是知名的冷藏厢式车厢体的制造企业。公司生产的冷藏车产品，凭借出色可靠的产品品质，在冷链物流 运输、冷藏生鲜配送、生物制药及疫苗运输场景中被客户应用。 4、公司是全球领先的半挂车及专用车高端制造企业、全球销量排名第一的半挂车生产企业，在全球主 要市场开展七大类半挂车的生产、销售和售后市场服务。 5、公司旗下凌宇汽车于1 ...

分红方面，杭叉集团A股上市后累计派现29.64亿元。近三年，累计派现14.97亿元。 杭叉集团今年以来股价涨63.37%，近5个交易日跌1.93%，近20日涨22.35%，近60日涨31.10%。 机构持仓方面，截止2025年6月30日，杭叉集团十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股5378.04万股，相比上期减少709.47万股。南方中证500ETF（510500）位居第九大流通股 东，持股774.79万股，为新进股东。睿远成长价值混合A（007119）退出十大流通股东之列。 资料显示，杭叉集团股份有限公司位于浙江省杭州市临安区相府路666号，成立日期，上市日期2016年 12月27日，公司主营业务涉及叉车、仓储车、牵引车、高空作业车辆、强夯机、无人驾驶工业车辆 (AGV)等工业车辆产品及关键零部件的研发、生产及销售。主营业务收入构成为：叉车及配件98.46%， 其他(补充)1.54%。 9月26日，杭叉集团盘中下跌2.03%，截至14:00，报28.41元/股，成交1.26亿元，换手率0.33%，总市值 372.12亿元。 杭叉集团所属申万行业为：机械设备-工程机械-工程机械整机。 ...