2024年1月18日，ST鸿达（原证券代码：002002）在A股的旅程画上了句号。 当天，其股价定格在0.58元，因连续20个交易日收盘价低于1元面值，触及了交 易类强制退市红线。 对于持有的投资者而言，A股市场的煎熬似乎结束了，但他们万万没想到，这仅仅是"跌停马拉松"的上半场。 令人窒息的一幕发生在退市之后。 当鸿达兴业转入全国中小企业股份转让系统（俗称"老三板"）挂牌交易后，其股价并未止跌，反而开启了新一轮的一字 跌停。 根据相关报道，其在老三板累计经历了多达36个一字跌停，股价从退市时的0.58元一路暴跌至最低0.12元。 这意味着，即使在退市最后一天"抄底"的投资 者，其资产也面临着再次腰斩甚至更大幅度的缩水。 鸿达兴业的前身是江苏琼花，2004年6月25日就在深交所上市。 它曾是扬州市的第四家上市公司，主营业务为PVC片材和板材，甚至一度为第二代身份证提 供基材，是市场关注的"明星股"。 2011年，广东鸿达兴业集团入主后，将上市公司更名为鸿达兴业，并向其注入了氢能源等热门资产，公司一度转型为"大型氢能源新材料综合产业上市公 司"，还号称投资建设了中国首座民用液氢工厂。 在2015年A股大牛市中，其 ...

Market Overview - A-shares experienced a rally followed by a pullback, with the Shanghai Composite Index breaking through 4000 points for the first time in 10 years before adjusting [1] - Daily trading volume exceeded 2 trillion yuan, with weekly trading volume surpassing 10 trillion yuan [1] - Margin trading saw significant increases, with over 41.3 billion yuan added, bringing the total margin balance to a historical high of 2.48 trillion yuan [1] Sector Performance - The electronics sector received over 9 billion yuan in net financing, while power equipment and communications sectors saw net inflows of over 6.3 billion yuan and 5 billion yuan, respectively [1] - Major inflows were noted in the power equipment sector, with over 49.5 billion yuan in net inflows from institutional investors, while the electronics sector experienced a net outflow of over 16.2 billion yuan [1] - The forestry sector surged, with the index rising over 48% to reach a 6.5-year high, driven by the publication of the "15th Five-Year Plan" [2] Policy Impact - The "15th Five-Year Plan" emphasizes green development, aiming for carbon neutrality and ecological safety, which has positively influenced market sentiment [2] - The new energy sector saw a broad rally, with various sub-sectors like energy storage and hydrogen energy reaching historical highs [2] - Key sectors highlighted for investment include communication infrastructure, semiconductor manufacturing, and industrial software, driven by policy support [3]

Core Insights - The global energy landscape is undergoing profound changes driven by the "dual carbon" goals, leading to significant opportunities for transformation and green development [1] Group 1: Event Overview - The 14th China International Patent Technology and Product Trading Fair was held from October 13 to 15 in Dalian, focusing on showcasing patent technologies in the energy and petrochemical sectors [1] - The event aimed to create a high-level platform for the display and exchange of patent technologies, promoting the integration of innovative achievements with industrial resources and financial capital [1] Group 2: Key Themes and Objectives - The energy and petrochemical special roadshow emphasized "energy security" and "green transformation," serving as an important practice for the efficient integration of innovative technologies, capital, and markets [2] - The event showcased advanced technologies and innovative projects in areas such as fuel cells, hydrogen energy, composite coatings, and sodium-ion batteries [2] Group 3: Project Signings and Collaborations - Two projects were signed on-site, including a knowledge property analysis and transformation service project between Dalian West Pacific Petrochemical Co., Ltd. and Dalian Zhigao Patent Office [2] - Another project involved the production of key core materials for flow batteries and fuel cells, signed between Zhongke Energy Materials Technology (Dalian) Co., Ltd. and Liaoning Xinde New Materials Technology Group Co., Ltd. [2] Group 4: Industry Development Goals - The roadshow provided a platform for energy and chemical enterprises to deepen cooperation, promoting the high-end, intelligent, and green development of the local energy and chemical industry [2]

证券日报网讯三维化学（002469）10月14日在互动平台回答投资者提问时表示，新能源一直是公司业务 发展的优先方向。公司依托现有技术储备在氢能源、太阳能传储热、空气储能等领域进行了探索，并陆 续承接(参与)了一些项目的设计或总包任务。在光热储能领域，公司承接了中广核德令哈50MW槽式光 热电站热传储热系统的总承包项目；在氢能和空气储能领域，公司承接(参与)了中国石化青岛炼油化工 有限责任公司青岛氢能资源基地项目、金坛盐穴压缩空气储能国家试验示范项目等一些项目。未来，公 司将积极关注相关领域业务机会，综合政策导向、项目示范效应及收益等方面因素综合考虑相关机会。 ...

Core Insights - The article highlights the identification of undervalued stocks in the popular new energy sector, focusing on solid-state batteries, energy storage, perovskite batteries, controllable nuclear fusion, sodium batteries, and hydrogen energy [1] Summary by Categories Stock Selection Criteria - The selection criteria for the stocks include: 1. Net cash flow from operating activities exceeding 100 million yuan in the first half of 2025 2. Achieving profitability in the first half of 2025 with a year-on-year increase in net profit 3. A rolling price-to-earnings (PE) ratio below 40 as of September 24 [1] Performance Metrics - A total of 26 stocks qualified based on the criteria - Among these, 3 stocks have doubled in value this year: Sunshine Power, Nuwei Co., and Dayang Motor [1] - 6 stocks have a PE ratio below 15, which are: Satellite Chemical, Jiahu Energy, Jiuli Special Materials, Hengdian East Magnetic, Batian Co., and Yutong Bus [1]

Core Insights - Leading stocks in the new energy sector, such as Sungrow Power Supply, Haibo Technology, and CATL, reached all-time high closing prices on September 24 [1] Group 1: Stock Performance - The article highlights that 26 stocks were selected based on criteria including a net cash flow from operating activities exceeding 100 million yuan in the first half of 2025, profitability with positive year-on-year net profit growth, and a rolling price-to-earnings (PE) ratio below 40 [1] - Among these 26 stocks, three have doubled in price year-to-date: Sungrow Power Supply, Nuwell Co., and Ocean Motor [1] - Six stocks have a PE ratio below 15, which are Satellite Chemical, Jiahu Energy, Jiuli Special Materials, Hengdian East Magnetic, Batian Co., and Yutong Bus [1]

Core Insights - The 7th China-Arab States Expo, themed "Innovation, Green, Prosperity," commenced in Yinchuan, showcasing its role as a significant platform for the Belt and Road Initiative with over 7,600 attendees from 75 countries and regions [1] Group 1: Highlights of the Expo - The expo features first-time participation from Tibet Autonomous Region and Macao Special Administrative Region, along with the inaugural national trade promotion event for foreign trade products [3] - Notable firsts include the China-Arab States Bank Consortium Council meeting as a formal event, the introduction of overseas park and infrastructure investment promotion by the China International Contractors Association, and the "Silk Road E-commerce" cooperation innovation development conference [3] - New focus areas include a digital economy and artificial intelligence exhibition, with leading domestic companies showcasing AI advancements, and a "Green Electricity Application Zone" featuring major global firms like State Grid and China Energy Group presenting the latest developments in wind, solar, water, and hydrogen energy [3] Group 2: Practical Cooperation Outcomes - During the expo, five significant reports will be released, including the "2024 Annual Report on the Development of China-Arab Economic and Trade Relations" and the "2025 Annual Outlook Report on Water-Saving Development" [3] - Over 40 economic and trade matching activities will be held, focusing on green low-carbon initiatives, digital economy, and healthcare [3] Group 3: Yinchuan's Role - As the permanent host city for the China-Arab Expo, Yinchuan is leveraging the Belt and Road Initiative to enhance foreign cooperation and optimize the open development environment, achieving positive progress in external openness [4]

Core Viewpoint - Aerospace Engineering's stock price experienced a decline on August 12, closing at 18.53 yuan, down 0.36 yuan or 1.91% from the previous trading day [1] Group 1: Stock Performance - The stock reached a high of 19.36 yuan and a low of 18.49 yuan during the trading session, with a total price fluctuation of 4.61% [1] - The trading volume for the day was 91,838 lots, with a total transaction value of 172 million yuan, resulting in a turnover rate of 1.71% [1] Group 2: Company Overview - Aerospace Engineering operates in the professional services sector, focusing on industrial gases, carbon trading, and hydrogen energy [1] - The company is registered in Beijing and currently has a total market capitalization of 9.932 billion yuan, with a dynamic price-to-earnings ratio of 73.33 times [1] Group 3: Market Activity - During the early trading session on August 12, the stock experienced a rapid pullback, with a decline exceeding 2% within the first five minutes, and a transaction amount reaching 49.1 million yuan at that time [1] - The net outflow of main funds for the day was 17.557 million yuan, accounting for 0.18% of the circulating market value [1] - Over the past five trading days, the cumulative net inflow of main funds was 12.5474 million yuan [1]

Group 1 - The stock price of Zhuoran Co., Ltd. closed at 13.75 yuan on August 5, 2025, with an increase of 0.12 yuan, representing a rise of 0.88% compared to the previous trading day [1] - The trading volume for the day was 36,400 hands, with a transaction amount reaching 50 million yuan [1] - Zhuoran Co., Ltd. specializes in manufacturing specialized equipment, with business areas including hydrogen energy and oil and gas equipment services, and is registered in Shanghai with a total market value of 3.212 billion yuan [1] Group 2 - On the evening of August 5, Zhuoran Co., Ltd. announced that its second extraordinary general meeting of shareholders in 2025 approved three proposals, including those related to the equity incentive plan [1] - The net inflow of main funds on that day was 1.8832 million yuan, with a cumulative net inflow of 3.0133 million yuan over the past five days [1]

Group 1 - The core stock price of Donghua Energy on August 4 was 10.19 yuan, down by 0.10 yuan from the previous trading day [1] - The trading volume on that day was 226,104 hands, with a transaction amount of 230 million yuan, and the price fluctuation was 3.11% [1] - Donghua Energy's main business includes liquefied petroleum gas sales and chemical product production, and it has also ventured into emerging fields such as carbon fiber and hydrogen energy [1] Group 2 - On August 4, the net outflow of main funds for Donghua Energy was 20.8173 million yuan, ranking second in net outflow scale among stocks in the oil and petrochemical industry [1] - Over the past five days, the cumulative net inflow of main funds was 14.3011 million yuan [1]