值得注意的是，有多名网友在股吧发帖，称上工申贝或将展开重大资产重组。 对此，21财经·南财快讯记者以投资者身份致电上工申贝，公司接线工作人员表示， 目前并未筹划重大资产重组事项，此次股票异动并不存在 未披露的利好消息。三季报预计月底最后一天发布，暂时没有接到要发布三季报预告的消息。 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 出品 | 2 1财经客户端 南财快讯工作室 编辑 | 黎雨桐 实习生林芷仪 43岁也能考公了，35岁上限被打破，背后信号很大 黄金跳水，国内金饰克价突破1200元，专家称短期或有回调 美方宣布对华加征关税等限制措施，中方回应！ SFC 21君荐读 悦 读 · 「·智能能 权 威 召》 G) D 扫码 点击 下 载 | < W | 上工申贝(600843) | | | | | --- | --- | --- | --- | --- | | | 闭市 10-14 15:00:02 融 通 | | | | | 13.73 | 额 13.6亿 股本 7.13亿 市盈 "" -27 | | | 万得 盘口 | | | 3.29 1.25 10.02% 换 21.31% ...

林州重机公告，公司控股股东、实际控制人之子郭浩先生持有的518.02万股股份（占其所持股份比例 80.00%，占公司总股本比例0.65%）已解除质押。截至本公告披露日，公司控股股东及其一致行动人累 计质押股份2.38亿股，占其所持股份比例75.22%，占公司总股本比例29.73%。 ...

Core Viewpoint - The stock of Shangong Shenbei reached its daily limit on October 14, closing at 13.73 yuan, driven by several positive factors including government compensation and strategic business expansions [1] Group 1: Financial Performance - The company received government compensation of 243 million yuan, expected to increase net profit by 175 million yuan, significantly improving cash flow [1] - The stock's closing price on October 14 represented a 10.02% increase from the previous day [1] Group 2: Business Expansion - Shangong Shenbei established a subsidiary with a registered capital of 550 million yuan to expand into the general aviation sector, focusing on carbon fiber composites and light aircraft, aligning with low-altitude economic policies [1] - The company’s employee stock ownership plan unlocked 1.7258 million shares, enhancing team stability [1] Group 3: Market Activity - On October 14, the net inflow of main funds was 518 million yuan, accounting for 38.02% of the total trading volume, while retail investors saw a net outflow of 219 million yuan, representing 16.04% of the total [1] - The specialized equipment and carbon fiber sectors have shown strong performance over the past six months, contributing to the stock price support [1]

Investment Rating - The investment rating for the company is "Buy" (maintained) [2] Core Views - The company reported Q3 2025 results that met expectations, with a revenue of 4.026 billion yuan for the first three quarters, representing a year-on-year increase of 40.19%. The net profit attributable to shareholders was 399 million yuan, up 13.13% year-on-year [5] - The company is expected to benefit from the ongoing development of AIGC and the increasing demand for high-power computing chips and supernode cabinets, leading to a significant contribution from liquid cooling demand post-2025 [5] - The company has adjusted its profit forecasts for 2025 downwards and for 2026 and 2027 upwards, projecting net profits of 603 million yuan, 1.11 billion yuan, and 1.639 billion yuan for 2025, 2026, and 2027 respectively [5] Financial Summary - For Q3 2025, the company achieved a revenue of 1.453 billion yuan, a year-on-year increase of 25.34%, and a net profit of 183 million yuan, up 8.35% year-on-year [5] - The company’s revenue projections for 2025 to 2027 are 6.274 billion yuan, 9.601 billion yuan, and 13.157 billion yuan, with year-on-year growth rates of 36.7%, 53.0%, and 37.0% respectively [8] - The projected net profit for the same period is expected to grow at rates of 33.2%, 84.0%, and 47.7% respectively [8] Product Development and Market Position - The company has launched a 2MW CDU based on Google Deschutes 5 specifications, enhancing its supply chain capabilities and aiming to penetrate international markets [6] - The company has a long-standing partnership with Intel, with multiple liquid cooling products certified and recognized by major computing chip manufacturers [7]

Core Viewpoint - A total of 20 A-share companies are undergoing equity registration today, with notable dividend distributions from specific companies [1] Group 1: Dividend Distribution - Dameng Data is distributing the highest dividend, offering 6.00 yuan per 10 shares [1] - Dayuan Pump Industry is providing a dividend of 5.00 yuan per 10 shares [1] - Sany Heavy Industry is issuing a dividend of 3.10 yuan per 10 shares [1]

10月13日北方股份大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 23.48 | 598.74 | 25.50 | 10.68 | 财通证券股份有限公司宁 | 德邦证券股份有限公司北 | | | | | | 波环城北路证券营业部 | 京朝阳北路证券营业部 | 进一步统计，近3个月内该股累计发生23笔大宗交易，合计成交金额为7335.90万元。 证券时报·数据宝统计显示，北方股份今日收盘价为23.04元，下跌2.29%，日换手率为3.50%，成交额为 1.37亿元，全天主力资金净流出1009.63万元，近5日该股累计上涨6.08%，近5日资金合计净流出917.26 万元。 据天眼查APP显示，内蒙古北方重型汽车股份有限公司成立于1988年04月25日，注册资本17000万人民 币。（数据宝） 北方股份10月13日大宗交易平台出现一笔成交，成交量23.48万股，成交金额59 ...

证券日报网讯 10月13日晚间，弘亚数控发布2025年半年度权益分派实施公告称，公司2025年半年度权 益分派方案为每10股派发现金股利人民币3.00元（含税），股权登记日为2025年10月21日，除权除息日 为2025年10月22日。 （文章来源：证券日报） ...

Market Overview - The specialized equipment sector declined by 0.43% on October 13, with Aomeisen leading the drop [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Top Gainers in Specialized Equipment Sector - Lihexing (301013) saw a significant increase of 20.01%, closing at 37.90 with a trading volume of 848,000 shares and a transaction value of 3.061 billion [1] - Lingge Technology (920284) rose by 16.90%, closing at 46.01 with a trading volume of 130,000 shares and a transaction value of 561 million [1] - ST Xinyuan (300472) increased by 11.96%, closing at 6.46 with a trading volume of 376,200 shares and a transaction value of 234 million [1] Top Losers in Specialized Equipment Sector - Yunmeima (920080) experienced a decline of 8.11%, closing at 34.10 with a trading volume of 95,200 shares and a transaction value of 323 million [2] - Haoyang Co. (300833) fell by 7.94%, closing at 39.64 with a trading volume of 33,000 shares and a transaction value of 132 million [2] - Rutong Co. (603036) decreased by 6.78%, closing at 22.15 with a trading volume of 191,700 shares and a transaction value of 423 million [2] Capital Flow Analysis - The specialized equipment sector saw a net outflow of 1.135 billion from institutional investors and 170 million from retail investors, while retail investors had a net inflow of 1.305 billion [2] - Notable capital inflows included Beikang Technology (600980) with a net inflow of 99.84 million from institutional investors [3] - Zhengfan Technology (688596) had a net inflow of 64.25 million from institutional investors, while experiencing a net outflow of 113 million from retail investors [3]

每经记者｜闫峰峰 每经编辑｜何建川 各位投资者，大家好。 涨跌停板数据，不仅是反映板块和个股强弱的指标，更是市场情绪与资金流向的重要标志。那么，今日 的涨停个股有哪些特点呢？哪些涨停股又值得重点关注？欢迎大家关注微信公众号"道达号"，其"道达 涨停复盘"栏目为大家解读。 从行业特征来看，今日涨停板个股中，小金属、专用设备、房地产开发行业的个股最多。 （注：行业涨停板个股越多，说明该行业被资金重点关注，是当前热门行业。） 从概念特征来看，今日涨停板个股中，稀土磁材、核聚变、固态电池概念的个股最多。 | 概念 | 涨停个数 | 概念逻辑 | 具体个股名称 | | --- | --- | --- | --- | | 稀土磁材 | 9 | 出口管制题材,稀土 | 中国稀土、包钢股份、北方 稀土、北矿科技、华宏科技 | | | | 磁材供不应求。 | 、广晟有色、惠城环保、新 | | | | | 来福、银河歯体 | | | | 核聚变技术突破预 | 东方银业、合锻智能、安泰 | | 核景变 | 7 | 期,政策支持加速产 | 科技、旭光电子、永鼎股份 | | | | 11.16. | 、王子新材、联创光电 | | 固态 ...

天眼查App显示，近日，四川嘉汇产业生态发展有限责任公司成立，法定代表人为马川，注册资本 10000万人民币，经营范围为一般项目：新材料技术研发；石墨及碳素制品制造；专用设备制造（不含 许可类专业设备制造）；涂料制造（不含危险化学品）；仪器仪表制造；电子专用材料制造；新型膜材 料制造；合成材料制造（不含危险化学品）；集成电路芯片及产品制造；锻件及粉末冶金制品制造；技 术服务、技术开发、技术咨询、技术交流、技术转让、技术推广。（除依法须经批准的项目外，凭营业 执照依法自主开展经营活动）。 ...