王健民摄（人民视觉） 10月9日，国庆、中秋假期后的首个工作日，各地各行业干劲十足，生产一线一派忙碌景象。 《人民日报》（2025年10月10日03版） 浙江湖州长兴经济技术开发区一家汽车部件企业内，工人在生产新能源汽车部件。 责编：秦雅楠、陈亚楠 江苏连云港经济技术开发区一家风电设备企业车间内，工人在生产风电塔架。 谭云俸摄（人民视觉） ...

国泰价值精选灵活配置混合A（005726）基金经理为王阳、郑浩。 截至发稿，王阳累计任职时间6年333天，现任基金资产总规模64.55亿元，任职期间最佳基金回报 229.92%， 任职期间最差基金回报-27.75%。 10月9日，大金重工涨5.02%，截至发稿，报49.58元/股，成交5.41亿元，换手率1.76%，总市值316.20亿 元。 资料显示，大金重工股份有限公司位于北京市东城区永定门外西滨河路8号院7号楼中海地产广场东塔 1102号,香港湾仔皇后大道东248号大新金融中心40楼，成立日期2003年9月22日，上市日期2010年10月 15日，公司主营业务涉及风电塔架、火电锅炉钢结构生产和销售。主营业务收入构成为：风电装备产品 94.54%，新能源发电4.38%，其他1.07%。 从基金十大重仓股角度 数据显示，国泰基金旗下1只基金重仓大金重工。国泰价值精选灵活配置混合A（005726）二季度持有 股数35.55万股，占基金净值比例为6.27%，位居第一大重仓股。根据测算，今日浮盈赚取约84.25万 元。 国泰价值精选灵活配置混合A（005726）成立日期2018年8月8日，最新规模1.86亿。今年 ...

9月30日，大金重工跌0.15%，成交额11.88亿元。两融数据显示，当日大金重工获融资买入额1.32亿 元，融资偿还1.46亿元，融资净买入-1417.02万元。截至9月30日，大金重工融资融券余额合计12.95亿 元。 融资方面，大金重工当日融资买入1.32亿元。当前融资余额12.93亿元，占流通市值的4.30%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，大金重工9月30日融券偿还2.70万股，融券卖出2300.00股，按当日收盘价计算，卖出金额 10.86万元；融券余量2.84万股，融券余额134.08万元，低于近一年10%分位水平，处于低位。 责任编辑：小浪快报 资料显示，大金重工股份有限公司位于北京市东城区永定门外西滨河路8号院7号楼中海地产广场东塔 1102号,香港湾仔皇后大道东248号大新金融中心40楼，成立日期2003年9月22日，上市日期2010年10月 15日，公司主营业务涉及风电塔架、火电锅炉钢结构生产和销售。主营业务收入构成为：风电装备产品 94.54%，新能源发电4.38%，其他1.07%。 截至9月19日，大金重工股东户数5.09万，较上期减少4.49%；人均流通股 ...

Market Overview - In September, both A-shares and Hong Kong stocks exhibited a volatile pattern, with domestic economic recovery showing uneven momentum and real estate chain drag persisting[5] - The Federal Reserve's interest rate cut led to short-term market fluctuations, while sectors like batteries and semiconductors outperformed due to policy expectations and price rebounds[5] Investment Focus - The focus for October is on "technology growth," with A-shares confirming a tech narrative and Hong Kong stocks advancing in both technology and non-ferrous metals[5] - Key events include the unveiling of Xiaopeng's fifth-generation humanoid robot on October 24 and new drug progress announcements from Chinese pharmaceutical companies at the ESMO conference in mid-October[5] Policy and Economic Outlook - October is a critical policy layout window, with the 20th Central Committee's Fourth Plenary Session focusing on the "14th Five-Year Plan," leading to rising capital market expectations[5] - The market anticipates another interest rate cut from the Federal Reserve in October, which could benefit the Hong Kong market due to its linked exchange rate system[5] Key Investment Themes - **Technology Growth and High-End Manufacturing**: Emphasis on digital economy, aerospace information, and high-end equipment, with recommendations to focus on satellite internet and AI[5] - **Resource Cycle Optimization**: Global inventory cycles are bottoming out, with industrial metals like copper and cobalt expected to see price increases driven by demand from new energy[5] - **Structural Recovery in Consumption**: Anticipated strong consumption data during the Mid-Autumn Festival and National Day, with a focus on high-quality segments like medical consumption and travel chains[5] Risk Factors - Risks include unexpected policy changes, commercialization outcomes falling short of expectations, and delays in product development and market entry[5]

责任编辑：小浪快报 截至9月10日，大金重工股东户数5.33万，较上期增加7.71%；人均流通股11841股，较上期减少7.16%。 2025年1月-6月，大金重工实现营业收入28.41亿元，同比增长109.48%；归母净利润5.47亿元，同比增长 214.32%。 分红方面，大金重工A股上市后累计派现2.70亿元。近三年，累计派现1.85亿元。 机构持仓方面，截止2025年6月30日，大金重工十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股1941.21万股，相比上期增加697.67万股。易方达品质动能三年持有混合A（014562）位居 第四大流通股东，持股862.02万股，相比上期减少27.00万股。易方达新经济混合（001018）位居第八大 流通股东，持股490.00万股，相比上期减少25.20万股。易方达科翔混合（110013）位居第九大流通股 东，持股480.87万股，相比上期减少24.73万股。南方中证500ETF（510500）退出十大流通股东之列。 9月24日，大金重工涨4.23%，成交额12.34亿元。两融数据显示，当日大金重工获融资买入额1.71亿 元，融资偿还1.58亿元， ...

证券代码：300129 泰胜风能集团股份有限公司-投资者关系活动记录 泰胜风能集团股份有限公司 投资者关系活动记录表 | 时间 | 地点 网络 2025 年 9 月 19 日 15:00 – 17:00 | | --- | --- | | 参与单位及 人员 | 社会公众 | | 活动类别 | □特定对象调研 □分析师会议 □媒体采访 ■业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他（投资者电话交流会） | | 接待人员 | 董事长黎伟涛先生、董事兼总裁邹涛先生、首席财务官朱华先生、董事会秘书李鎔伊女士 | | | 1、公司风电场的项目有新进展吗？能具体讲一下吗？谢谢 | | | 公司积极探索风电场开发与运营等零碳业务，在新疆、广西、黑龙江、内蒙古、陕西等地区积 | | | 极推进风电场项目的前期工作，2026 年有望开工建设。谢谢关注。 | | | 2、请问公司海外市场有新进展吗？特别是欧洲市场有打开新篇章吗？ | | | 海外业务是公司业务发展的重点之一，公司产品覆盖 40 余个国家和地区。2025 年，公司泰胜 | | | 蓝岛基地携手重要客户，承接了具有里程碑意义的荷兰 V236 海上风电项目 ...

Core Viewpoint - The stock of Dajin Heavy Industry has experienced significant fluctuations, with a year-to-date increase of 91.08% but a recent decline of 7.39% over the past five trading days [1] Financial Performance - For the first half of 2025, Dajin Heavy Industry reported a revenue of 2.841 billion yuan, representing a year-on-year growth of 109.48% [2] - The net profit attributable to shareholders for the same period was 547 million yuan, showing a substantial increase of 214.32% year-on-year [2] Stock and Market Activity - As of September 16, the stock price was 39.00 yuan per share, with a market capitalization of 24.872 billion yuan [1] - The trading volume on September 16 was 231 million yuan, with a turnover rate of 0.92% [1] - The stock has seen a net outflow of 15.39 million yuan from major funds, with significant buying and selling activity [1] Shareholder Information - As of August 29, the number of shareholders decreased to 49,500, while the average circulating shares per person increased by 4.04% to 12,754 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 6.9767 million shares [3] Dividend Distribution - Dajin Heavy Industry has distributed a total of 270 million yuan in dividends since its A-share listing, with 185 million yuan distributed over the past three years [3] Business Overview - Dajin Heavy Industry specializes in the production and sales of wind power tower frames and thermal power boiler steel structures, with wind power equipment accounting for 94.54% of its main business revenue [1]

Group 1 - The core viewpoint of the news is that Dajin Heavy Industry has shown significant stock performance and financial growth, with a notable increase in revenue and net profit for the first half of 2025 [1][2]. - As of September 3, Dajin Heavy Industry's stock price increased by 2.19% to 34.09 CNY per share, with a total market capitalization of 21.741 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 67.03%, with a recent decline of 1.79% over the last five trading days [1]. Group 2 - For the first half of 2025, Dajin Heavy Industry reported a revenue of 2.841 billion CNY, representing a year-on-year growth of 109.48%, and a net profit of 547 million CNY, which is a 214.32% increase compared to the previous year [2]. - The company has distributed a total of 270 million CNY in dividends since its A-share listing, with 185 million CNY distributed over the last three years [3]. - As of June 30, 2025, the second-largest shareholder is Hong Kong Central Clearing Limited, holding 19.4121 million shares, an increase of 6.9767 million shares from the previous period [3].

Group 1 - The core viewpoint of the news is the performance and financial metrics of Dajin Heavy Industry, highlighting its stock price increase and market capitalization [1] - Dajin Heavy Industry's main business involves the production and sales of wind power tower frames and thermal power boiler steel structures, with wind power equipment accounting for 94.54% of its main business revenue [1] - As of the report date, Dajin Heavy Industry's stock price rose by 5.16% to 35.08 CNY per share, with a trading volume of 304 million CNY and a turnover rate of 1.41%, resulting in a total market value of 22.372 billion CNY [1] Group 2 - Longcheng Fund has a significant position in Dajin Heavy Industry, with its Longcheng Environmental Protection Theme Mixed A Fund increasing its holdings by 176,600 shares in the second quarter, bringing the total to 1.1598 million shares, which constitutes 7.95% of the fund's net value [2] - The Longcheng Environmental Protection Theme Mixed A Fund has achieved a year-to-date return of 28.64% and a one-year return of 39.17%, ranking 2389 out of 8180 and 3634 out of 7967 respectively in its category [2] - The fund manager, Liao Hanbo, has been in charge for 7 years and 182 days, with the fund's total asset size at 1.51 billion CNY and a best return of 132.81% during his tenure [2]

Group 1 - The issuer, Taisheng Wind Power Group Co., Ltd., is applying for a specific object stock issuance and listing on the ChiNext board, with Huatai United Securities as the sponsor [1][3] - The total share capital of the issuer as of June 30, 2025, is 934,899,232 shares, with 30.85% being restricted shares and 69.15% being unrestricted shares [7] - The top ten shareholders hold a total of 369,298,730 shares, accounting for 39.49% of the total share capital [7] Group 2 - The issuer's business includes sales of metal structures, onshore and offshore wind turbine sales, and manufacturing of marine engineering equipment [7] - As of June 30, 2025, the issuer's total assets amount to 1,015,133.58 million, with total liabilities of 559,493.05 million and shareholders' equity of 455,640.52 million [11] - The issuer's revenue for the first half of 2025 is reported at 229,854.49 million, with a net profit of 11,506.27 million [11] Group 3 - The fundraising amount for the stock issuance is expected to be no more than 117,592.92 million, which will be used to supplement working capital [25][26] - The issuance price is set at 6.76 per share, which complies with the regulations of not being lower than 80% of the average stock price over the previous 20 trading days [27][28] - The issuer has completed the necessary internal decision-making procedures for the stock issuance, including board and shareholder meetings [17][18]