吉鑫科技(601218)今日涨停，全天换手率21.14%，成交额11.25亿元，振幅10.96%。龙虎榜数据显示， 营业部席位合计净买入2399.80万元。 吉鑫科技9月26日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 开源证券股份有限公司西安西大街证券营业部 | 3678.98 | | | 买二 | 国泰海通证券股份有限公司总部 | 2523.27 | | | 买三 | 中信证券股份有限公司上海分公司 | 2515.45 | | | 买四 | 中国银河证券股份有限公司绍兴证券营业部 | 2099.09 | | | 买五 | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券 营业部 | 2056.99 | | | 卖一 | 开源证券股份有限公司西安西大街证券营业部 | | 3504.83 | | 卖二 | 国泰海通证券股份有限公司总部 | 2577.21 | | --- | --- | --- | | 卖三 | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 15 ...

（编辑 姚尧） 证券日报网讯 9月26日晚间，吉鑫科技发布公告称，公司股票于2025年9月24日、9月25日、9月26日连 续3个交易日收盘价格涨幅偏离值累计达20%，属于股票交易异常波动。目前公司经营情况正常，内外 部经营环境未发生重大变化。 ...

Market Overview - A-shares experienced an overall upward trend this week, with a focus on technology sectors such as semiconductors, wind power equipment, precious metals, and storage chips [1] - The Hang Seng Index retreated this week, with weakness observed in technology, innovative pharmaceuticals, and new consumption sectors [1] Index Performance - The CSI 300 Index rose by 1.1%, the CSI A500 Index increased by 1.2%, the ChiNext Index grew by 2.0%, and the STAR Market 50 Index surged by 6.5%. In contrast, the Hang Seng China Enterprises Index fell by 1.8% [1][3] Index Characteristics - The CSI 300 Index consists of 500 large-cap, liquid securities covering 91 out of 93 tertiary industries [4] - The ChiNext Index is composed of 100 stocks from the ChiNext board, with a high proportion in strategic emerging industries, particularly in power equipment, pharmaceuticals, and electronics, which together account for over 55% [4] - The STAR Market 50 Index includes 50 large-cap stocks from the STAR Market, with a significant focus on "hard technology," where semiconductors represent over 50% and combined with medical devices and photovoltaic equipment, they account for nearly 75% [4] - The Hang Seng China Enterprises Index includes 50 large-cap, actively traded stocks from mainland Chinese companies listed in Hong Kong, covering a wide range of industries, with consumer discretionary, financials, information technology, and energy sectors making up over 85% [4] ETF Tracking - There are currently 29 ETFs tracking the CSI 300 Index, 40 ETFs for the CSI A500 Index, 16 ETFs for the ChiNext Index, 18 ETFs for the STAR Market 50 Index, and 4 ETFs for the Hang Seng China Enterprises Index [4]

中新社北京9月26日电 (记者 陈康亮)中国A股26日(周五)"遇冷"，主要股指悉数下跌。板块方面，风电设 备板块当天逆势上涨，表现亮眼。 就当天A股主要指数的表现而言，截至收盘，上证指数报3828点，跌幅为0.65%；深证成指报13209点， 跌幅为1.76%；创业板指报3151点，跌2.6%。沪深两市成交总额约21469亿元人民币，较上一个交易日 缩量约2242亿元人民币。(完) 诚通证券分析师王子璕表示，2025年上半年，中国风电价格较2024年同期提升显著，招标量同比保持增 长，预计下半年中国风电产业链有望延续复苏态势，利好相关上市公司。 消息面上，据媒体报道，近日，国际咨询公司伍德麦肯兹(Wood Mackenzie)发布报告称，预计未来10年 全球风电市场有望迎来前所未有的增长。其中，未来5年内，全球年均新增风电装机容量将超过170吉 瓦。全球风电市场的增长，很大程度上得益于中国陆上风电装机容量的大幅提升。受数据中心和电气化 需求推动，中国今年第三季度陆上风电装机容量增长显著。 根据金融数据服务商东方财富的统计，风电设备板块当天上涨3.04%，领涨A股所有板块。个股方面， 威力传动、吉鑫科技、明阳 ...

Investment Rating - The report maintains an "Overweight" rating for the electric equipment and new energy industry [2] Core Insights - The energy storage system bidding scale in August 2025 increased by over 10 times month-on-month, reaching a historical high of 17.7GW/45.7GWh, with year-on-year growth of 237.1% and 691.4% respectively [4][38] - The electric equipment sector has shown strong performance, with the sector rising 8.19% in the last two weeks, outperforming the CSI 300 index by 7.19 percentage points, and ranking second among 31 sectors [11][12] - The report highlights the significant growth in the grid-side energy storage system, which reached a bidding scale of 18.2GWh in August, reflecting a year-on-year increase of 437.2% and a month-on-month increase of 521.9% [39] Summary by Sections Market Review - As of September 25, 2025, the electric equipment sector has risen 17.13% this month, outperforming the CSI 300 index by 14.98 percentage points, ranking first among 31 sectors [11] - The wind power equipment sector increased by 8.31%, while the battery sector saw a rise of 12.48% in the last two weeks [12][16] Valuation and Industry Data - The electric equipment sector's PE (TTM) is 34.90 times, with sub-sectors like motors at 67.83 times and batteries at 37.26 times [24] - The report provides a detailed valuation comparison, indicating that the current valuation is significantly above the one-year average for most sub-sectors [24] Industry News - The report notes that the Chinese government has set ambitious targets for renewable energy, aiming for non-fossil energy consumption to account for over 30% of total energy consumption by 2035 [38] - The report emphasizes the importance of energy storage technology development, highlighting government initiatives to promote large-scale applications of energy storage equipment [38]

盘面上，科技股全线回调，算力、人工智能方向领跌。化纤板块逆市走强，神马股份涨停。军工板块走 高，成飞集成、湘电股份涨停。风电概念活跃，明阳智能、吉鑫科技等涨停。 9月26日，A股三大指数小幅低开后震荡调整。截至收盘，沪指跌0.65%，深证成指跌1.76%，创业板指跌 2.6%。 半导体产业链拉升 半导体产业链午后发力，联动科技、晶盛机电涨逾10%，华虹公司涨近6%，芯联集成、台基股份、聚辰 股份跟涨。 | 提 | 代码 名称 | | ж幅981 | 现价 | 涨跌 | | --- | --- | --- | --- | --- | --- | | 1 | 塞微微电 688325 | | k 17.99 | 111.16 | 16.95 | | 2 | 688249 晶合集成 | K | 16.63 | 32.90 | 4.69 | | 3 | 301369 联动科技 | R | 16.15 | 93.06 | 12.94 | | ব | 300303 談 於电 | R | 8.41 | 7.22 | 0.56 | | 5 | 688123 聚辰股份 | ાર્ | 7.66 | 142.07 | 10.11 ...

Investment Rating - The industry is rated as "stronger than the market," indicating an expected increase of over 10% in the industry index relative to the CSI 300 index over the next six months [13]. Core Viewpoints - The A-share market experienced slight fluctuations with a notable resistance at 3856 points for the Shanghai Composite Index, while sectors such as aerospace, wind power equipment, automotive, and chemical fibers performed well [2][3]. - The average price-to-earnings ratios for the Shanghai Composite and ChiNext indices are 15.72 times and 50.62 times, respectively, which are above the median levels of the past three years, suggesting a favorable environment for medium to long-term investments [3][12]. - The total trading volume on the two exchanges reached 21,663 billion, indicating a robust market activity above the median of the past three years [3][12]. - Government policies are expected to support economic recovery, with a focus on consumer promotion and real estate stabilization, providing a solid foundation for the market [3][12]. - The market is anticipated to present new investment opportunities amidst fluctuations, with a recommendation to focus on sectors like chemical fibers, aerospace, automotive, and wind power equipment [3][12]. Summary by Sections A-share Market Overview - On September 26, the A-share market faced resistance and exhibited slight fluctuations, with the Shanghai Composite Index closing at 3828.11 points, down 0.65% [6][7]. - The trading volume for the day was 21,663 billion, showing a decrease compared to the previous trading day [6][12]. - Over 60% of stocks declined, with notable gains in wind power equipment, chemical fibers, fertilizers, insurance, and pesticides, while sectors like gaming, consumer electronics, and software development saw significant declines [6][8]. Future Market Outlook and Investment Recommendations - The market is expected to maintain a steady upward trend in the short term, with a focus on sectors such as chemical fibers, aerospace, automotive, and wind power equipment for potential investment opportunities [3][12]. - Investors are advised to remain cautious and avoid blind chasing of high prices, while optimizing their investment strategies based on market conditions [3][12].

Market Overview - The ChiNext index experienced the largest decline, indicating significant pressure on growth-style sectors [4] - A total of 1,801 stocks rose, while 3,412 stocks fell, reflecting a cautious market sentiment with more declines than gains [10] Trading Activity - The total trading volume in the two markets was 1.5 trillion, down 9.5%, indicating a decrease in trading activity and rising cautiousness among investors [6] - Main funds saw a net outflow of 946.98 billion, while retail investors experienced a net inflow [7] Sector Performance - Traditional industries and policy-benefiting sectors such as wind power equipment, chemical fiber, oil and petrochemicals, military industry, and insurance showed strong performance [5] - In contrast, sectors like gaming, consumer electronics, computing hardware, semiconductors, and artificial intelligence faced significant declines due to profit-taking and previous high cumulative gains [5][8] Fund Flow Dynamics - Institutional investors are adjusting their portfolios to reduce risk, with significant sell-offs concentrated in recently high-performing technology growth sectors, particularly in consumer electronics, electronic components, and semiconductors [8] - Defensive positions are being favored, with slight increases in investments in wind power equipment, aerospace, complete vehicles, and banking [8] Investor Sentiment - Retail investor sentiment is at 75.85%, indicating a cautious approach, with 32.16% increasing their positions and 18.45% reducing them [9][13] - Some retail investors view the decline in technology growth sectors as a buying opportunity, engaging in bottom-fishing strategies [8]

Group 1 - The core viewpoint of the news is that Weili Transmission (SZ 300904) has been actively engaging with investors, indicating a focus on transparency and communication regarding its business performance [1] - As of the first half of 2025, Weili Transmission's revenue composition shows that wind power gearboxes account for 98.23% of its total revenue, while other products contribute only 1.77% [1] - The company's market capitalization is reported to be 5.7 billion yuan [2]

智通财经APP讯，金风科技(02208)发布公告，该公司的全资子公司金风国际控股(香港)有限公司(以下简 称"金风国际")的全资子公司Goldwind Australia Pty Ltd(以下简称"金风澳洲")与Zenith Energy Operations Pty Ltd 签署《风机供货和安装协议》，由金风澳洲为其提供风机的供货和安装。 金风科技与Zenith Energy Operations Pty Ltd 签署《母公司担保协议》，为金风澳洲在上述《风机供货和 安装协议》项下的履约责任和义务提供担保，担保金额为 3.83亿澳元(折合人民币约 17.86亿元)，担保 期限自《母公司担保协议》签署之日起至缺陷责任期到期后6个月为止(预估从2025年9月26日到2030年9 月21日)。 ...