凤凰网财经讯 9月26日，市场早间震荡调整，创业板指盘中跌超1%。截至午间收盘，沪指跌0.18%，深 成指跌0.79%，创业板指跌1.17%。沪深两市半日成交额1.37万亿，较上个交易日缩量1733亿。全市场超 2500只个股下跌。 | | | | 尸深京里要指数 | | | | --- | --- | --- | --- | --- | --- | | 名称 *● | 最新 | 涨幅% | 瑞跌 涨跌家数 | | 现手 金额 | | 上证指数 | 3846.33 | -0.18 | -6.97 1209/1030 | 0.04 3.52亿 | 2.49万5958.67亿 | | 深证成指 | 13339.82 | -0.79 | -106.07 1416/1387 | 0.06 4.42 乙 | 781 7737.65 亿 | | 北证50 | 1542.11 | 10-11-11 | -15.11 124/148 | 0.16 515 | 44 122.99 7. | | 创业板指 | 3198.02 | -1.17 - | -37.74 593/770 | 0.08 1.37亿 | 781 3630.9 ...

板块方面，风电设备、化学纤维、种植业与林业等板块涨幅居前，游戏、消费电子、IT服务等板块跌 幅居前。 中国经济网北京9月26日讯 A股三大指数今日早间震荡调整。截至午间收盘，上证综指报3846.33点，跌 幅0.18%；深证成指报13339.82点，跌幅0.79%；创业板指报3198.02点，跌幅1.17%。 | 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量（万手） = 总成交额（亿元）▼ | 净流入(亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 风电设备 | 4.50 | 1348.04 | 172.31 | 13.33 | 29 | 0 | | 2 | 化学纤维 | 3.11 | 718.02 | 58.42 | 6.32 | 27 | 1 | | 3 | 种植业与林业 | 1.74 | 435.34 | 25.51 | 3.91 | 30 | 0 | | র্ব | 牢工装备 | 1.70 | 922.72 | 265.36 | 30.23 | ୧୫ | 13 | | 5 | 农化制品 ...

Market Overview - The three major A-share indices collectively declined in the morning session, with the Shanghai Composite Index down 0.18% at 3846.33 points, the Shenzhen Component down 0.79%, and the ChiNext Index down 1.17% [1] - The total trading volume in the Shanghai and Shenzhen markets was 138.18 billion yuan, a decrease of 17.4 billion yuan compared to the previous day, with over 2500 stocks declining [1] Sector Performance - Wind power equipment stocks saw a significant increase, with companies like Jixin Technology, Riyue Shares, and Yangming Intelligent hitting the daily limit [1] - Copper-related stocks continued to strengthen, with Jingyi Shares achieving three consecutive limits and Shengtun Mining rising over 7%, as global copper supply tightens; Citigroup predicts copper prices will rise to $12,000 per ton in the next 6 to 12 months [1] - Real estate stocks experienced a broad rally, with Hefei Urban Construction hitting the daily limit and Shanghai Urban Development rising over 8%, following a month of new policies in the Shanghai housing market that saw new home transactions increase by 19% month-on-month [1] Individual Stock Movements - Sailyus reached its daily limit and hit a historical high as the company received approval from the China Securities Regulatory Commission for its H-share issuance [2] - The gaming sector faced a pullback, with Jibite hitting the daily limit and companies like Kunlun Wanwei and Xinghui Entertainment dropping over 5% [1] - AI hardware sectors, including CPO and liquid-cooled servers, declined, with Lianang Micro falling over 9% and companies like Aggregated Materials and Chuanrun Shares dropping over 6% [1] - Pharmaceutical stocks generally fell, with Haocen Medical dropping over 9% and Hanyu Pharmaceutical and Hongjing Technology declining over 6%, as the U.S. plans to impose a 100% tariff on pharmaceutical products [1]

每经AI快讯，9月26日，深成指拉升翻红，此前一度跌超0.3%，沪指跌0.17%，创业板指涨0.4%，风电 设备、有色金属、半导体、光伏等板块涨幅居前。 ...

Core Viewpoint - The wind power equipment sector has shown significant strength, with multiple companies experiencing substantial stock price increases, indicating a positive market sentiment towards the industry [1] Group 1: Market Performance - Jixin Technology (601218) has achieved two consecutive trading limits, while Riyue Co. (603218), Mingyang Smart Energy (601615), and Weili Transmission (300904) have reached their daily price limits [1] - Other companies such as Tianneng Heavy Industry (300569) and Pangu Intelligent (301456) have seen stock price increases exceeding 10% [1] - Companies like Tongyu Heavy Industry (300185), Tianshun Wind Energy (002531), Xinqianglian (300850), Dajin Heavy Industry (002487), and Feiwo Technology (301232) have also experienced upward trends in their stock prices [1] Group 2: Industry Insights - Ping An Securities highlights that the hydrogen and ammonia business is essentially an extension of the power station business [1] - Following the implementation of Document No. 136, there were initial concerns regarding the development prospects of wind turbine companies' power station businesses [1] - With policy support for green liquid fuels and increased investments by wind turbine companies in hydrogen and ammonia, the potential for power station business has expanded [1] - The current environment presents a threefold resonance for wind turbine companies, including an upward turning point in domestic wind turbine manufacturing profitability, upcoming performance realization from overseas markets, and an increase in hydrogen and ammonia contributions to power station businesses [1] - The outlook for investment opportunities in wind power equipment manufacturers is positive [1]

数据显示，华富基金旗下1只基金重仓海力风电。华富新能源股票型发起式A（012445）二季度持有股 数21万股，占基金净值比例为2.82%，位居第八大重仓股。根据测算，今日浮盈赚取约97.23万元。连续 3天上涨期间浮盈赚取84.42万元。 华富新能源股票型发起式A（012445）成立日期2021年6月29日，最新规模2.52亿。今年以来收益 57.92%，同类排名390/4220；近一年收益75.95%，同类排名1008/3824；成立以来收益11.08%。 华富新能源股票型发起式A（012445）基金经理为沈成。 9月26日，海力风电涨5.07%，截至发稿，报95.90元/股，成交2.37亿元，换手率2.04%，总市值208.48亿 元。海力风电股价已经连续3天上涨，区间累计涨幅4.61%。 资料显示，江苏海力风电设备科技股份有限公司位于江苏省如东经济开发区金沙江路北侧、井冈山路东 侧，成立日期2009年8月18日，上市日期2021年11月24日，公司主营业务涉及国家产业政策允许的风力 发电设备的零部件研发、生产、销售;农业机械、港口机械、环保机械生产、销售;钢结构、机电设备安 装;钢材销售。(依法须经批准 ...

(责任编辑：宋政 HN002) 格隆汇9月26日｜A股开盘，三大指数集体低开，沪指低开0.35%，深证成指低开0.38%，创业板指低开 0.42%。盘面上，风电设备股盘初拉升，天能重工(300569)涨超15%，阳明智能涨超8%，中国设定第三 轮减排目标；油气开采及服务板块高开，中油工程(600339)涨超5%，准油股份涨超3%，隔夜WTI原油 突破65美元/桶；煤炭股局部活跃，大有能源(600403)涨停，平煤股份(601666)涨超5%，河南能源集团与 平煤神马集团将进行战略重组；光刻机板块回调，凯美特气(002549)跌超7%，联合化学、蓝英装备 (300293)跌超2%；制药板块盘初走低，迈威生物、荣昌生物跌超4%。(格隆汇) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

Market Overview - The three major A-share indices opened lower, with the Shanghai Composite Index down 0.35% and the ChiNext Index down 0.42%. Sectors such as photolithography machines, storage chips, and CPO experienced significant declines [1] Institutional Insights - CITIC Securities emphasizes a focus on resources, new productive forces, and overseas expansion as the framework for industry selection. The shift of resource stocks from cyclical to dividend attributes, driven by supply constraints and global geopolitical tensions, is expected to lead to a revaluation of these stocks. The anticipated volatility from the Federal Reserve's interest rate cuts is considered negligible. The key mid-term insight is the globalization of China's manufacturing leaders, which is expected to convert market share advantages into pricing power and profit margin improvements, leading to market capitalization growth that surpasses domestic economic fundamentals [2] - Guojin Securities believes that a bull market driven by the recovery of China's profit fundamentals may be in the making. With the easing of liquidity constraints, there may be a rebound in Hong Kong stocks that experienced stagnation from June to August. Additionally, growth investments are expected to shift from technology-driven to export-oriented. Opportunities in cyclical manufacturing sectors (non-ferrous metals, machinery, chemicals) are anticipated to become the mid-term focus. The recommended sectors include upstream resources (copper, aluminum, oil, gold), capital goods (engineering machinery, heavy trucks, lithium batteries, wind power equipment), and raw materials (basic chemicals, fiberglass, paper, steel) [3]

A股开盘，三大指数集体低开，沪指低开0.35%，深证成指低开0.38%，创业板指低开0.42%。盘面上， 风电设备股盘初拉升，天能重工涨超15%，阳明智能涨超8%，中国设定第三轮减排目标；油气开采及 服务板块高开，中油工程涨超5%，准油股份涨超3%，隔夜WTI原油突破65美元/桶；煤炭股局部活跃， 大有能源涨停，平煤股份涨超5%，河南能源集团与平煤神马集团将进行战略重组；光刻机板块回调， 凯美特气跌超7%，联合化学、蓝英装备跌超2%；制药板块盘初走低，迈威生物、荣昌生物跌超4%，美 国将对多类进口产品实施新一轮高额关税。(格隆汇) ...

9月25日，海力风电涨1.92%，成交额3.97亿元。两融数据显示，当日海力风电获融资买入额3726.58万 元，融资偿还3689.66万元，融资净买入36.92万元。截至9月25日，海力风电融资融券余额合计1.87亿 元。 资料显示，江苏海力风电设备科技股份有限公司位于江苏省如东经济开发区金沙江路北侧、井冈山路东 侧，成立日期2009年8月18日，上市日期2021年11月24日，公司主营业务涉及国家产业政策允许的风力 发电设备的零部件研发、生产、销售;农业机械、港口机械、环保机械生产、销售;钢结构、机电设备安 装;钢材销售。(依法须经批准的项目,经相关部门批准后方可开展经营活动)。主营业务收入构成为：桩 基77.04%，风电塔筒14.38%，导管架6.72%，其他(补充)1.85%。 截至9月10日，海力风电股东户数1.58万，较上期减少1.74%；人均流通股7821股，较上期增加1.77%。 2025年1月-6月，海力风电实现营业收入20.30亿元，同比增长461.08%；归母净利润2.05亿元，同比增长 90.61%。 分红方面，海力风电A股上市后累计派现2.37亿元。近三年，累计派现4130.44万元 ...