今日聚焦 1、年内首只两倍股志特新材：如未来股票价格进一步异常上涨 公司可能再次申请停牌核查 5、韩建河山：筹划收购辽宁兴福新材料股份有限公司52.51%股权 股票停牌 韩建河山公告称，公司正在筹划以发行股份及支付现金的方式收购辽宁兴福新材料股份有限公司 52.51%股权，实现对标的公司的控制及合并报表，同时募集配套资金。本次交易不构成关联交易，构 成重大资产重组。根据相关规定，公司A股股票自2026年1月22日起停牌，预计停牌时间不超过9个交易 日。 业绩预告/快报 志特新材公告称，公司股票自2026年1月5日至2026年1月21日期间价格涨幅为211.27%，期间多次触及 股票交易异常波动情形，目前公司股价严重偏离基本面，公司股票击鼓传花效应明显，存在短期大幅下 跌的风险，交易风险极大。公司已就近期股票交易异常波动情况自2026年1月13日开市起停牌核查，并 于2026年1月16日公告核查结果并复牌。如未来公司股票价格进一步异常上涨，公司可能再次向深圳证 券交易所申请停牌核查。截至目前，公司业务不涉及AI应用、人工智能、量子科技、机器人及商业航 天领域，亦未形成相关收入。自上市以来，公司主营业务为铝模、防 ...

Core Viewpoint - Haomai Technology is actively expanding its international production capacity in the tire mold business, with a focus on enhancing overseas operations and maintaining strong order volumes in its large component machinery products [1][2]. Group 1: Company Performance - Haomai Technology's stock price is reported at 84.64 yuan, reflecting an increase of 2.32 yuan or 2.82% from the previous trading day, with a total market capitalization of 67.712 billion yuan [1]. - The company has achieved approximately 800 million yuan in revenue from its CNC machine tool products from January to September 2025, indicating a rise in customer orders and purchasing volume [2]. - As of September 30, 2025, Haomai Technology has 18,120 shareholders, an increase of 1,629 from the previous count, with an average holding value of 3.7369 million yuan per shareholder [2]. Group 2: Industry Position - The rolling price-to-earnings ratio for the specialized equipment industry averages 92.72 times, with a median of 64.25 times, while Haomai Technology's P/E ratio stands at 28.42 times, ranking 28th in the industry [1]. - The company has established subsidiaries in various countries, including the United States, Thailand, Hungary, India, Brazil, Vietnam, Mexico, and Cambodia, with overseas production capacity accounting for approximately 10% of its mold production [1]. Group 3: Business Operations - The company is experiencing full order volumes in its large component machinery products, with production lines operating at full capacity, and has seen good growth in its wind power and gas turbine component businesses in the first half of 2025 [1]. - The company has initiated the use of its 65,000-ton casting expansion project and has newly registered 70,000 tons of casting capacity, with raw materials constituting about 50% of the cost in large component machinery products [1].

证券之星消息，1月21日专用设备板块较上一交易日上涨2.35%，大族数控领涨。当日上证指数报收于 4116.94，上涨0.08%。深证成指报收于14255.12，上涨0.7%。专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) | | | --- | --- | --- | --- | --- | --- | --- | | 301200 | 大族数控 | 161.34 | 20.00% | | 9.29万 | 13.64亿 | | 300837 | 浙矿股份 | 53.40 | 20.00% | | 9.98万 | = 5.04亿 | | 920455 | 汇隆活塞 | 10.50 | 20.00% | | 19.56万 | 2.02亿 | | 688630 | 心碁微装 | 194.88 | 16.26% | 14.32万 | | 27.32亿 | | 001360 | 南矿集团 | 26.16 | 10.01% | | 16.26万 | 4.13亿 | | 002890 | 弘宇股份 | 16.28 | 10.00% | | 4.84万 | 76 ...

金房能源股价出现异动，截至今日9时39分，股价大涨5.12%，成交91.72万股，成交金额2012.10万元， 换手率为0.96%，公司发布的最新业绩预告显示，预计2025年实现净利润1.09亿元—1.43亿元，净利润 同比增长123.87%—193.70%。 证券时报·数据宝统计显示，今日公布2025年业绩预告公司中，截至发稿股价较为强势的有中熔电气、 芯碁微装、誉衡药业等，股价分别上涨20.00%、11.56%、10.03%。 资金面上看，金房能源近5日主力资金总体呈净流入状态，累计净流入997.18万元，其中，上一交易日 主力资金全天净流出7.96万元。（数据宝） （文章来源：证券时报网） ...

机械设备 | 证券研究报告 — 业绩评论 2026 年 1 月 21 日 688630.SH 买入 原评级：买入 市场价格:人民币 167.62 板块评级:强于大市 股价表现 (%) 今年 至今 1 个月 3 个月 12 个月 绝对 17.7 33.4 37.4 188.4 相对上证综指 15.5 27.7 30.9 161.6 发行股数 (百万) 131.74 流通股 (百万) 131.74 总市值 (人民币 百万) 22,082.38 3 个月日均交易额 (人民币 百万) 695.98 主要股东 程卓 26.407% 资料来源：公司公告， Wind ，中银证券 (5%) 36% 76% 116% 156% 196% Jan-25 Feb-25 Mar-25 Apr-25 Jun-25 Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 芯碁微装 上证综指 《芯碁微装》20250811 《芯碁微装》20250626 《芯碁微装》20240825 中银国际证券股份有限公司 具备证券投资咨询业务资格 机械设备：专用设备 证券分析师：苏凌瑶 lingyao.su@bo ...

证券日报网1月20日讯 ，国机通用在接受调研者提问时表示，公司过滤分离萃取设备广泛应用于湿法冶 金、有色、新材料、化工、医药、生物以及环保等行业领域。 （文章来源：证券日报） ...

Core Insights - The company has successfully applied its new type of liner in several domestic and international mineral processing plants, demonstrating significant improvements in performance metrics [1] Group 1: Product Performance - In a Tibetan mineral processing plant, the φ7.5x3.2m semi-autogenous mill using two sets of forged liners showed nearly 100% increase in lifespan, approximately 20% improvement in mill efficiency, 18.9% reduction in electricity consumption per ton, and 8.2% decrease in steel ball consumption, with installation time cut by half [1] - A large mining enterprise in Anhui reported that the original cast chromium-molybdenum steel liners had a lifespan of 92 days, while the company's high-alloy forged liners achieved 131 days, marking a nearly 50% increase in lifespan. The processing capacity improved by 40%, with a 7.5% reduction in electricity consumption per ton and a 2.5% decrease in ball consumption. The company is currently supplying a second set of liners, with expected lifespan improvements of over 100% after modifications, scheduled for installation in early 2026 [1] - A large mining enterprise in Jiangxi has installed a complete set of forged high-alloy composite liners in a 10.37x5.19m semi-autogenous mill, which is currently in normal operation [1] Group 2: International Applications - The company's products are also being utilized by several international clients, including a large mining company in Mexico and another in the Democratic Republic of the Congo, indicating a growing global footprint [1]

证券日报网讯 1月20日，建设机械在互动平台回答投资者提问时表示，新设立的陕西陕煤恒达智控科技 有限公司将聚焦煤矿智能化开采，提供全面、安全、可靠、高效的煤矿智能化开采控制系统解决方案， 具体情况可详见2025年048号合资公司设立公告。 （文章来源：证券日报） ...

Group 1 - The core viewpoint of the news is that Huachen Equipment (300809) has announced a significant increase in its expected net profit for 2025, projecting a range of 182 million to 212 million yuan, which represents a year-on-year growth of 193.64% to 242.04% [2] - The stock closed at 40.28 yuan, experiencing a decline of 3.10% on the announcement day, with a turnover rate of 5.83% and a trading volume of 356 million yuan, while it has increased by 5.75% over the past five days [2] - Historical data indicates that 67.86% of stocks with a profit forecast increase of over 50% saw their prices rise on the announcement day, with three stocks hitting the daily limit up [2] - Over the five days following the announcement, 76.19% of these stocks experienced price increases [2] Group 2 - On the funding side, Huachen Equipment saw a net outflow of 32.11 million yuan from main funds today, while there was a net inflow of 13.04 million yuan over the past five days [3]

Market Overview - The specialized equipment sector experienced a decline of 1.72% on January 20, with Huayan Precision Machinery leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] Stock Performance - Notable gainers in the specialized equipment sector included: - Huidao Technology, closing at 30.80 with a rise of 7.84% and a trading volume of 65,300 shares, totaling 194 million yuan [1] - Huning Co., Ltd., closing at 30.22 with a rise of 7.62% and a trading volume of 78,400 shares, totaling 237 million yuan [1] - Fostar, closing at 49.25 with a rise of 5.62% and a trading volume of 44,500 shares, totaling 218 million yuan [1] - Conversely, significant decliners included: - Huayan Precision Machinery, closing at 42.12 with a drop of 10.29% and a trading volume of 102,300 shares, totaling 443 million yuan [2] - Gaolan Co., Ltd., closing at 29.55 with a drop of 10.26% and a trading volume of 520,000 shares, totaling 1.588 billion yuan [2] - Standard Co., Ltd., closing at 12.18 with a drop of 8.49% and a trading volume of 283,000 shares, totaling 352 million yuan [2] Capital Flow - The specialized equipment sector saw a net outflow of 3.461 billion yuan from institutional investors, while retail investors contributed a net inflow of 2.87 billion yuan [2] - The capital flow for specific stocks showed: - Xinshi Technology had a net inflow of 160 million yuan from institutional investors, but a net outflow of 33.71 million yuan from retail investors [3] - Jerey Co. had a net inflow of 83.5 million yuan from institutional investors, with a net outflow of 138 million yuan from retail investors [3] - Kage Precision Machinery experienced a net inflow of 54.43 million yuan from institutional investors, with a net outflow of 43.37 million yuan from retail investors [3]