证券日报网讯 10月13日晚间，江特电机发布公告称，公司及控股子公司不存在逾期对外担保、涉及诉 讼的对外担保及因担保被判决败诉而应承担损失的情形。 （文章来源：证券日报） ...

证券之星消息，10月13日电机板块较上一交易日下跌2.61%，鸣志电器领跌。当日上证指数报收于 3889.5，下跌0.19%。深证成指报收于13231.47，下跌0.93%。电机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。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603728 | 鸣志电器 | 73.53 | -6.36% | 16.83万 | 12.26亿 | | 003021 | 兆威机电 | 126.42 | -4.73% | 8.44万 | 10.66亿 | | 300660 | 江苏富利 | 56.12 | -4.20% | 12.04万 | 6.68 Z | | 603344 | 星德胜 | 28.30 | -3.58% | ¥ 4.50万 | 1.27亿 | | 002801 | 微光股份 | 34.21 | -3.39% | 3.71万 | 1.26亿 | | 600580 ...

证券研究报告 | 2025年10月11日 北交所 2025 年 9 月月报 优于大市 北证 50 持续回调，北交所新股表现亮眼 本月北交所股票成交活跃度保持活跃，两融余额继续提升。本月北交所新增 上市公司 3 家，为三协电机（920100.BJ）、锦华新材（920015.BJ）、世昌 股份（920022.BJ）。北交所上市公司总数为 277 家，总市值为 8687.88 亿 元，流通市值为 5404.74 亿元，环比分别减少 4.3%和 2.6%。 流动性和市场成交活跃度方面，本月北交所股票成交活跃度保持活跃， 单月成交数量和成交金额为 260.28 亿股和 6156.38 亿元，成交量环比 上升 0.2%，成交金额环比下降 4.1%。两融方面，北交所 9 月两融余额 维持高位，日均值达到 76.73 亿元，环比上升 11.28%。全月两融水平再 上台阶，两融余额峰值逼近 80 亿元。 估值方面，截至 9 月 30 日，北证 50 指数市盈率（PE-TTM）为 50.90 倍， 处于近两年 88.25%的分位数水平，市净率（PB-MRQ）为 13.18 倍，处于 近两年 95.46%的分位数水平。股息率为 0 ...

证券之星消息，10月10日电机板块较上一交易日下跌3.34%，大洋电机领跌。当日上证指数报收于 3897.03，下跌0.94%。深证成指报收于13355.42，下跌2.7%。电机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) | | | --- | --- | --- | --- | --- | --- | --- | | 301226 | 祥明智能 | 33.26 | 1.16% | 3.47万 | | 1.17亿 | | 300907 | 康平科技 | 36.00 | 0.81% | 5.69万 | | 2.11亿 | | 002823 | 凯中精密 | 17.21 | 0.35% | 13.16万 | | 2.27亿 | | 603988 | 中电电机 | 31.00 | 0.32% | 1 26.19万 | | 8.28亿 | | 301502 | 华阳智能 | 47.95 | 0.31% | 9298.17 | 4464.72万 | | | 603819 | 神力股份 | 11.40 | 0.09% | 3.61万 | 4115.82万 | | ...

证券之星消息，10月9日电机板块较上一交易日上涨1.53%，中电电机领涨。当日上证指数报收于 3933.97，上涨1.32%。深证成指报收于13725.56，上涨1.47%。电机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) | | | --- | --- | --- | --- | --- | --- | --- | | 603988 | 中电电机 | 30.90 | 10.00% | 7.63万 | | 2.33亿 | | 920100 | 三协电机 | 73.85 | 6.29% | 3.14万 | | 2.27亿 | | 000922 | 佳电股份 | 12.73 | 5.21% | 37.45万 | | 4.69亿 | | 600580 | 卧龙电驱 | 50.28 | 3.84% | 182.89万 | | 90.64亿 | | 603370 | 华新精科 | 53.56 | 2.49% | 3.94万 | | 2.09亿 | | 002249 | 大洋电机 | 11.80 | 2.43% | 221.21万 | | 25.55 乙 | | 6 ...

Market Overview - In September 2025, the North Exchange market continued its oscillating trend, with the North Certificate 50 Index reaching a historical high mid-month, indicating sustained recognition of high-quality supply and institutional reform expectations[5] - As of September 29, 2025, the North Certificate 50 Index fell by 2.21% for the month, with a maximum increase of 6.08% during the period[15] - The overall PE valuation for the North Certificate 50 Index was 76.41 times, with a median of 75.86 times, compared to 42.73 times for the ChiNext Index and 180.14 times for the Sci-Tech Innovation Board[21] Trading Activity - The total trading volume for the North Exchange in September 2025 was 582.41 billion yuan, with a trading volume of 24.638 billion shares[24] - The average margin financing balance for September was 7.676 billion yuan, reflecting an increase of 11.65% month-on-month[25] Investment Recommendations - Focus on three main lines: (1) High-growth new productivity targets and leading companies in competitive niche sectors; (2) Innovation-driven sectors such as semiconductors, military, AI, and satellite internet; (3) Consumer-related companies benefiting from policies aimed at boosting domestic demand[5] - The market is transitioning from retail-driven to institutional allocation, enhancing the market's representativeness and financing functions[5] New Listings and Regulatory Updates - Three new stocks were listed in September, bringing the total number of companies listed on the North Exchange to 277[33] - The "920 code switch" for existing companies is set to be implemented on October 9, 2025, enhancing market identification[37] Risk Factors - Risks include potential delays in policy implementation and the possibility of irrational investment behavior due to short-term stock price surges[39]

Core Insights - The overall market of the Beijing Stock Exchange (BSE) continued to show a fluctuating trend in September 2025, with the BSE 50 Index reaching a historical high mid-month, indicating sustained recognition of high-quality supply and expectations for institutional reforms [5][14] - The upcoming "920 code switch" for existing companies in October marks a significant step towards a unified code system, enhancing market recognition [5][14] - The market ecology is shifting from being dominated by retail investors to institutional allocation, reflecting a transition from "quantity expansion" to "quality optimization" [5][14] - Looking ahead to Q4, potential catalysts for funds include index adjustments, thematic fund issuances, and anniversary policy expectations, with a focus on "specialized, sophisticated, and new + high-end manufacturing" themes [5][14] Market Review and Valuation - As of September 29, 2025, the BSE 50 Index fell by 2.21% in September, with a maximum increase of 6.08% during the period. Year-to-date, the index has risen by 48.34% with a peak increase of 60.92% [6][15] - The average PE (TTM) for the BSE 50 Index was 76.41 times, while the median was 75.86 times. In comparison, the ChiNext Index had an average PE of 42.73 times, and the Sci-Tech Innovation Board had an average PE of 180.14 times [21][15] New Stock Dynamics - In September, three new stocks were listed on the BSE, bringing the total number of listed companies to 277. During the period from September 1 to September 29, four companies were subscribed, and three were listed [33][34] Key Company Announcements - The BSE announced that starting from October 9, 2025, existing listed companies will uniformly adopt new securities codes starting with "920," which will cover trading orders, market inquiries, and various business operations [37]

Market Overview - The electric motor sector experienced a decline of 0.3% on the previous trading day, with Daiyang Electric leading the drop [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Stock Performance - Notable gainers in the electric motor sector included: - Dibai Electric (603320) with a closing price of 20.57, up 8.32% and a trading volume of 131,900 shares, totaling 270 million yuan [1] - Mingzhi Electric (603728) closed at 84.64, up 3.47% with a trading volume of 230,000 shares, totaling 1.923 billion yuan [1] - Major decliners included: - Daiyang Electric (002249) closed at 11.52, down 4.32% with a trading volume of 2.3358 million shares, totaling 2.719 billion yuan [2] - Ananda (603350) closed at 40.04, down 2.56% with a trading volume of 22,200 shares, totaling 89.9294 million yuan [2] Capital Flow - The electric motor sector saw a net outflow of 473 million yuan from institutional investors, while retail investors contributed a net inflow of 388 million yuan [2] - Specific stock capital flows indicated: - Mingzhi Electric had a net inflow of 149 million yuan from institutional investors, while retail investors had a net outflow of 24 million yuan [3] - Dibai Electric experienced a net inflow of 67.24 million yuan from institutional investors, with retail investors also showing a net outflow of 30.25 million yuan [3]

Core Viewpoint - The recent block trade of Shenli Co., Ltd. indicates active trading interest, with a notable transaction occurring on September 29, involving 370,900 shares at a price of 11.66 yuan, reflecting a stable market position for the company [2]. Group 1: Block Trade Details - On September 29, a block trade was executed for 370,900 shares of Shenli Co., Ltd., amounting to 4.325 million yuan, with a transaction price of 11.66 yuan [2]. - The buyer and seller for this transaction were both from the same brokerage, Dongfang Securities Co., Ltd., Shanghai Huangpu District Zhonghua Road Securities Branch [2]. - Over the past three months, Shenli Co., Ltd. has recorded a total of 11 block trades, with a cumulative transaction value of 47.4393 million yuan [2]. Group 2: Stock Performance - As of the latest trading day, Shenli Co., Ltd. closed at 11.66 yuan, marking a 1.75% increase, with a daily turnover rate of 2.06% and a total trading volume of 51.924 million yuan [2]. - The stock has seen a cumulative increase of 0.43% over the past five days, although there has been a net outflow of funds totaling 7.631 million yuan during the same period [2]. Group 3: Company Background - Changzhou Shenli Electric Motor Co., Ltd. was established on December 16, 1991, with a registered capital of 2.1773 billion yuan [2].

Market Performance - The electric motor sector increased by 2.32% compared to the previous trading day, with Wolong Electric leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Stock Performance - Wolong Electric (600580) closed at 48.60, up 4.27% with a trading volume of 1.5155 million shares and a transaction value of 7.308 billion [1] - Other notable performers included Benrui Co. (300626) with a 3.45% increase, and Dayang Electric (002249) with a 3.44% increase [1] Capital Flow - The electric motor sector saw a net inflow of 276 million in main funds, while retail investors experienced a net outflow of 162 million [2] - Main funds showed significant inflow into Wolong Electric, amounting to 359 million, while retail investors had a net outflow of 299 million [3]