从资金流向上来看，当日通用设备板块主力资金净流出13.94亿元，游资资金净流出1.32亿元，散户资金 净流入15.25亿元。通用设备板块个股资金流向见下表： 证券之星消息，12月23日通用设备板块较上一交易日下跌0.28%，上海沪工领跌。当日上证指数报收于 3919.98，上涨0.07%。深证成指报收于13368.99，上涨0.27%。通用设备板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

上海沪工公告称，公司2025年第二次临时股东大会和"沪工转债"2025年第一次债券持有人会议，审议通 过终止部分募投项目并将剩余募集资金永久补充流动资金议案，"沪工转债"附加回售条款生效。回售价 格101.25元/张（含当期利息），回售期为2025年12月30日至2026年1月7日，回售资金发放日为2026年1 月12日，回售期内"沪工转债"停止转股。持有人可选择部分或全部回售未转股债券，本次回售不具强制 性。截至公告前最后一个交易日，"沪工转债"收盘价高于回售价，回售可能带来损失。 ...

| 互联网服务 | -1.33 | -12.12亿元 | 神州信息 | | --- | --- | --- | --- | | 航空机场 | -0.96 | -11.06亿元 | 海控B股 | | 航天航空 | -0.39 | -10.93亿元 | 中天火箭 | | 汽车整车 | -1 | -10.67亿元 | 比亚迪 | *数据仅供参考，不构成投资建议 据交易所数据显示，截至12月23日开盘一小时，大盘主力资金净流出287.46亿元。主力资金流出前十大板块分别为： 通信设备（-35.06亿元）、 汽车零部件 （-17.22亿元）、商业百货（-15.80亿元）、 半导体（-15.34亿元）、旅游酒店（-14.85亿元）、 通用设备（-12.47亿元）、互联网服务（-12.12亿元）、航空 机场（-11.06亿元）、航天航空（-10.93亿元）、 汽车整车（-10.67亿元）。 | 板块名称 | | 涨跌幅(%) 板块资金流向 | 净流出最大 | | --- | --- | --- | --- | | 通信设备 | -0.47 | -35.06亿元 | 中光防雷 | | 汽车零部件 | -0.82 | -17. ...

行 业 及 产 业 机械设备/ 通用设备 行 业 研 究 / 行 业 点 评 证券分析师 王珂 A0230521120002 wangke@swsresearch.com 李蕾 A0230519080008 lilei@swsresearch.com 研究支持 刘建伟 A0230521100003 liujw@swsresearch.com 联系人 何佳霖 A0230523080002 hejl@swsresearch.com 2025 年 12 月 22 日 3D 打印机出口持续高增长，11 月 出口金额 yoy136% 看好 ——消费级设备系列报告之六 核心要点： 请务必仔细阅读正文之后的各项信息披露与声明 本研究报告仅通过邮件提供给 中庚基金 使用。1 证 券 研 究 报 告 - ⚫ 行业持续高增，出口表现积极。1）数量： 2025 年 1-11 月我国出口 3D 打印机出口数 量为 448 万台，yoy29.60%，其中 11 月出口数量为 52 万台，yoy89.10%。南极熊预 估，2025 年全年我国出口 3D 打印机的总量将达到 500 万台左右。2）金额：2025 年 1-11 月我国出口 ...

从资金流向上来看，当日通用设备板块主力资金净流出16.46亿元，游资资金净流入5.7亿元，散户资金 净流入10.77亿元。通用设备板块个股资金流向见下表： 证券之星消息，12月22日通用设备板块较上一交易日上涨1.33%，精智达领涨。当日上证指数报收于 3917.36，上涨0.69%。深证成指报收于13332.73，上涨1.47%。通用设备板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

融资融券数据显示，该股最新（12月19日）两融余额为11.52亿元，其中，融资余额为11.52亿元，本期 筹码集中以来融资余额合计增加2906.62万元，增幅为2.59%。 公司发布的三季报数据显示，前三季公司共实现营业收入22.96亿元，同比增长27.17%，实现净利润 2.06亿元，同比增长0.79%，基本每股收益为0.3874元，加权平均净资产收益率0.05%。（数据宝） （文章来源：证券时报网） 国机精工12月22日披露，截至12月20日公司股东户数为44088户，较上期（12月10日）减少6782户，环 比降幅为13.33%。这已是该公司股东户数连续第4期下降。 证券时报·数据宝统计，截至发稿，国机精工收盘价为43.59元，上涨9.99%，本期筹码集中以来股价累 计上涨21.18%。具体到各交易日，6次上涨，2次下跌，其中，涨停2次。 ...

Market Overview - On December 22, 2025, the market closed higher with a trading volume of 1.75 trillion, an increase of approximately 70 billion from the previous trading day[1] - The majority of industries saw gains, particularly commerce, light industry, environmental protection, and social services, while a few sectors like banking, coal, and electronics experienced slight declines[1] - The Shanghai Composite Index showed a three-day upward trend, indicating some technical recovery, although the Sci-Tech Innovation Board remains in a weaker technical state[1] Industry Trends - Recently active sectors such as cyclical and consumer industries have shown increased activity, contrasting with the historically dominant technology sector[1] - The commercial aerospace sector remains strong but has shown signs of slowing momentum, with notable stock differentiation within the sector[1] - Valuations in the non-ferrous metals and insurance sectors are worth further attention, while the autonomous driving sector has seen a recent accumulation of events[1] Fund Flow - On December 19, the net inflow for the Shanghai Stock Exchange was 24.489 billion, while the Shenzhen Stock Exchange saw a net outflow of 8.336 billion[4] - The top three sectors for net inflow were automotive parts, general equipment, and general retail, while the semiconductor and electronic components sectors faced the largest outflows[4] Economic Indicators - From January to November 2025, the national online retail sales increased by 9.1%, with smart wearables and smart robots growing by 22.1% and 19.4%, respectively[11] - The national railway transported 3.727 billion tons of goods from January to November, reflecting a year-on-year growth of 2.7%[12] Investment Activity - In December, the stock private equity positions reached a new high for the year, with the stock private equity position index rising to 83.59%, marking a 0.61 percentage point increase from the previous week[13] - Public fund institutions participated in 85 individual stock placements this year, with a total allocation exceeding 34.088 billion, a 14.24% increase from the same period last year[15]

Core Viewpoint - Longxi Co., Ltd. has experienced significant stock price fluctuations and changes in shareholder structure, reflecting both growth and challenges in its business performance. Group 1: Stock Performance - On December 22, Longxi Co., Ltd. saw a 2.03% increase in stock price, reaching 25.08 CNY per share, with a trading volume of 534 million CNY and a turnover rate of 5.46%, resulting in a total market capitalization of 10.021 billion CNY [1] - Year-to-date, the stock price has increased by 157.63%, but it has declined by 1.76% over the last five trading days, 5.75% over the last 20 days, and 11.86% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" eight times this year, with the most recent appearance on December 5, where it recorded a net buy of -124 million CNY [1] Group 2: Business Overview - Longxi Co., Ltd. was established on December 24, 1997, and went public on August 5, 2002. Its main business includes the research, production, and sales of joint bearings, tapered roller bearings, and gear/transmission systems, along with supply chain services and material trade [2] - The revenue composition of the company is as follows: bearing products 62.11%, metal material trade 32.42%, other 4.55%, gearboxes 2.82%, and powder metallurgy 0.87% [2] - As of September 30, 2025, the company reported a revenue of 1.067 billion CNY, a year-on-year decrease of 22.23%, and a net profit attributable to shareholders of 117 million CNY, down 29.38% year-on-year [2] Group 3: Shareholder Structure - Longxi Co., Ltd. has distributed a total of 876 million CNY in dividends since its A-share listing, with 109 million CNY distributed over the last three years [3] - As of September 30, 2025, the number of shareholders increased by 28.51% to 74,500, while the average circulating shares per person decreased by 22.18% to 5,363 shares [2][3] - Notable changes in major shareholders include a decrease in holdings by Yongying Advanced Manufacturing Mixed Fund and new entries by Hong Kong Central Clearing Limited and Dongfang Alpha Preferred Mixed Fund [3]

中密控股12月21日在互动平台回复投资者称，公司第四季度在手订单饱满，产能利用率良好。 ...

公司净利润已连续两年下滑，今年业绩继续承压。2025年三季报显示，山东章鼓前三季度营收14.59亿 元，同比下降3.94%；归母净利润6196万元，同比大幅下滑39.12%；扣非后归母净利润5472万元，同比 大降41.01%。截至12月19日收盘，山东章鼓报收于10.31元，当日下跌1.9%；年内公司股价涨近15%。 【深圳商报讯】(记者詹钰叶)山东章鼓（002598）12月18日晚披露，公司当日收到山东证监局出具的 《关于对山东省章丘鼓风机股份有限公司及相关责任人员采取责令改正措施的决定》。该决定书直指山 东章鼓在关联交易审议及信息披露、募集资金使用和公司治理三大核心领域存在违规行为，部分问题可 追溯至2020年，暴露出公司长期存在合规短板。 ...