双良节能公告称，近日收到控股股东双良集团通知，其于12月26日质押7000万股，占其所持股份的 21.25%，占公司总股本的3.74%，融资用于为所投股权资产交割提供反向担保。截至2025年12月19日， 双良集团持有公司17.58%股份，本次质押后累计质押3亿股，占其持股的91.08%，占公司总股本的 16.01%。控股股东及其一致行动人合计持股45.93%，本次质押后累计质押3.84亿股，占其持股的 44.62%，占公司总股本的20.49%。目前双良集团资信良好，质押风险可控。 ...

每经AI快讯，泰尔股份（002347）今日涨停，成交额22.79亿元，换手率44.08%，盘后龙虎榜数据显 示，3家机构专用席位净买入1.52亿元。 ...

据交易所数据显示，截至12月30日开盘一小时，大盘主力资金净流出210.00亿元。主力资金流入前十大板块分别为： 半导体（11.77亿元）、 汽车零部件 （10.36亿元）、文化 传媒（8.65亿元）、 消费电子（3.96亿元）、计算机设备（3.32亿元）、 通信服务（3.28亿元）、 通用设备（2.83亿元）、 电网设备 （1.67亿元）、 游戏（1.64亿元）、互联网服务（1.21亿元）。 | | 板块名称 涨跌幅(%) 板块资金流向 | | 净流入最大 | | --- | --- | --- | --- | | 半导体 | 0.59 | 11.77亿元 | N强- | | 汽车零部件 | 0.54 | 10.36亿元 | 山子高科 | | 文化传媒 | 1.5 | 8.65亿元 | 蓝色光标 | | 消费电子 | 0.75 | 3.96亿元 | 歌尔股份 | | 计算机设备 | 0.97 | 3.32亿元 | 御银股份 | | 通信服务 | -0.02 | 3.28亿元 | 中国卫通 | | 通用设备 | 0.53 | 2.83亿元 | 雪人集团 | | --- | --- | --- | --- | ...

Group 1 - The core viewpoint of the news is that Xi'an Shangu Power Co., Ltd. has seen a stock price increase of 1.27%, reaching 10.40 CNY per share, with a total market capitalization of 17.924 billion CNY as of the report date [1] - The company, established on June 30, 1999, and listed on April 28, 2010, specializes in the development, manufacturing, and sales of various turbine machinery and systems, including turbine compressor units and energy recovery devices [1] - The main revenue composition of the company includes energy conversion equipment (46.04%), energy infrastructure operation (45.34%), industrial services (8.42%), and other minor segments [1] Group 2 - From the perspective of fund holdings, Huafu Fund has a significant position in Xi'an Shangu Power, with the Huafu Xinhua Zhongcheng Hongli Value Index A fund holding 201,200 shares, representing 3.38% of the fund's net value [2] - The Huafu Xinhua Zhongcheng Hongli Value Index A fund has a total scale of 38.8288 million CNY and has achieved a return of 5.12% since its inception on May 7, 2025 [2] - The fund managers, Zhang Ya and Li Xiaohua, have substantial experience, with Zhang having a tenure of 19 years and Li having 4 years, managing assets of 15.62 billion CNY and 12.118 billion CNY respectively [2]

Group 1 - On December 29, Kaysun Co., Ltd. saw a stock increase of 0.77% with a transaction amount of 94.40 million yuan, and a net financing purchase of 4.20 million yuan for the day [1] - As of December 29, the total balance of margin trading for Kaysun Co., Ltd. was 404 million yuan, with a financing balance of 403 million yuan, accounting for 2.83% of the circulating market value, indicating a high level compared to the past year [1] - The company has a low short-selling balance of 1.45 million yuan, which is below the 50th percentile level over the past year, indicating a lower level of short-selling activity [1] Group 2 - As of September 30, Kaysun Co., Ltd. had 13,500 shareholders, a decrease of 21.78% from the previous period, while the average circulating shares per person increased by 27.84% to 70,540 shares [2] - For the period from January to September 2025, Kaysun Co., Ltd. achieved an operating income of 3.44 billion yuan, representing a year-on-year growth of 10.65%, and a net profit attributable to shareholders of 304 million yuan, up 38.05% year-on-year [2] - The company has distributed a total of 1.28 billion yuan in dividends since its A-share listing, with 298 million yuan distributed in the last three years [3]

（文章来源：证券日报） 证券日报网讯 12月29日，联诚精密发布公告称，公司2025年12月29日召开2025年第二次临时股东会， 审议通过《关于公司董事会换届选举非独立董事的议案》等多项议案。 ...

Overview - The mechanical equipment sector has shown strong performance, with a 30.48% increase from January to November 2025, ranking sixth among 31 primary industry indices [20][21][22] - Multiple sub-sectors have outperformed the Shanghai Composite Index and CSI 300, with significant gains in electric motors, general equipment, and specialized equipment [20][22] General Sector - The PMI and new orders PMI for the general sector showed a trend of rising and then falling, indicating stable manufacturing demand, with inventory levels remaining reasonable [2][32] - The peak growth rate for finished product inventory PMI was 2.56%, suggesting a stable inventory situation [2][32] - Companies to watch include Inovance Technology, Okuma, Huari Precision, New Sharp, Naipu Mining Machinery, and Jereh [2][39] Engineering Machinery Sector - The engineering machinery industry is experiencing a recovery in domestic demand and high overseas demand, with a focus on electrification and technological transformation [3] - Key players like SANY Heavy Industry, XCMG, Zoomlion, and LiuGong are noted for their advantages in technology research and global channels [3] Rail Transit Equipment Sector - The growth rates for passenger and freight transport have exceeded the annual expectations set by the China National Railway Group, with significant investment in the railway sector [4] - From January to October 2025, passenger volume reached 3.95 billion, up 6.4% year-on-year, and freight volume was 4.37 billion tons, up 2.6% [4] - Companies to focus on include CRRC Corporation, China Railway Signal & Communication, and Siwei Control [4][39] Quantum Technology Sector - The national strategy increasingly emphasizes quantum technology, with expectations for continued investment and policy support [8] - The development of quantum technology is anticipated to drive demand for related hardware and software, benefiting core equipment manufacturers [8][39] Low-altitude Economy Sector - The low-altitude economy has been highlighted in government work reports, with local governments actively promoting development plans [9] - By 2025, local low-altitude economic industry funds are expected to exceed 100 billion, providing financial support for development [9][39] Export Chain Sector - The export chain is advised to focus on the U.S. market and emerging markets, with potential recovery in consumer spending if the U.S. continues to lower interest rates [10] - Companies to monitor include Jack Technology, Honghua Digital, Yindu Co., and Yizhiming [10][39]

证券时报·数据宝统计显示，长盛轴承今日收盘价为84.84元，上涨1.27%，日换手率为5.67%，成交额为 9.30亿元，全天主力资金净流出558.74万元，近5日该股累计上涨1.92%，近5日资金合计净流出1.52亿 元。 （文章来源：证券时报网） 两融数据显示，该股最新融资余额为7.46亿元，近5日增加3073.30万元，增幅为4.30%。 据天眼查APP显示，浙江长盛滑动轴承股份有限公司成立于1995年06月14日，注册资本29877.903万人 民币。（数据宝） 12月29日长盛轴承大宗交易一览 长盛轴承12月29日大宗交易平台共发生3笔成交，合计成交量98.70万股，成交金额6614.88万元。成交价 格均为67.02元，相对今日收盘价折价21.00%。 | 成交量 （万 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 90.00 | 6031.80 | 67.02 | -21.00 | 招商 ...

从资金流向上来看，当日通用设备板块主力资金净流出9.46亿元，游资资金净流出5.99亿元，散户资金净 流入15.45亿元。通用设备板块个股资金流向见下表： 证券之星消息，12月29日通用设备板块较上一交易日上涨0.78%，昊志机电领涨。当日上证指数报收于 3965.28，上涨0.04%。深证成指报收于13537.1，下跌0.49%。通用设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300503 | 吴志机电 | 53.80 | 15.15% | 75.94万 | | 38.03亿 | | 002272 | 川润股份 | 17.88 | 10.03% | 55.29万 | | 2668.6 | | 603667 | 五洲新春 | 57.84 | 10.00% | 47.89万 | | 26.80亿 | | 603278 | 大业股份 | 14.08 | 10.00% | 25.65万 | | 3.49亿 | | 002347 | 泰尔股份 | 10.23 ...

转自：智通财经 【12月29日涨停分析】智通财经12月29日电，今日全市场共72股涨停，连板股总数18只，26股封板未 遂，封板率为73%（不含ST股、退市股）。焦点股方面，实控人变更的胜通能源12连板、嘉美包装9连 板、锋龙股份4连板，商业航天概念股神剑股份8连板、中国卫星4连板、鲁信创投4连板、大业股份4连 板。 ...