格隆汇2月12日丨世盟股份(001220.SZ)公布，公司及子公司拥有计算机软件著作权。 ...

格隆汇2月12日丨思特奇(300608.SZ)在互动平台表示，在国家"东数西算"战略推进、全国一体化算力网 构建的背景下，公司聚焦"算力网调度与市场运营平台"研发运营，拉通算力供需两端，相关业务落地成 效显著，核心项目实现多点突破。 公司已中标并落地重磅项目，彰显出较强竞争力：一是中标湖北移 动算力并网调度平台项目，切入运营商核心场景，完善算力供给端布局；二是中标庆阳数盾平台项目， 以"总集成+建设+运营"模式融入国家级算力枢纽建设，实现算力安全协同调度。同时，打造贵州算力 调度平台，纳管9地市州算力，形成"贵州算力一张网"，成为东数西算工程中首个产生重大收益的算力 调度平台。 目前，公司平台已实现对东数西算枢纽、运营商等供给方的标准化接入，可完成算力统一 池化与智能调度，精准匹配各类需求方需求。依托重大项目积累，公司正强化平台运营能力，拓展多场 景布局，后续将深化算力调度与市场运营融合，在全国一体化算力网建设中抢占先机，推动相关业务做 强做大。 ...

格隆汇2月12日丨读客文化(301025.SZ)在互动平台表示，公司持续关注行业发展动态，如短剧等热门领 域。公司将结合自身业务及发展状况，在符合公司战略方向的前提下进行布局。目前公司与字节跳动运 营的番茄小说平台存在电子书授权业务合作。 ...

格隆汇2月12日丨世盟股份(001220.SZ)公布，公司暂无自有专利，公司拥有互相嵌入的OMS（订单管理 系统）、TMS（智慧调度系统）和WMS（仓储管理系统）。 ...

格隆汇2月12日丨银禧科技(300221.SZ)公布，公司电子化学类产品不用于存储芯片和存储芯片的封装。 公司PPO产品可应用于覆铜板PCB中。 ...

格隆汇2月12日丨百亚股份(003006.SZ)公布，目前公司暂未与胖东来开展相关合作。 ...

Core Viewpoint - The A-share electric grid equipment and smart grid sectors have experienced a significant surge, driven by favorable policies and substantial investments in the electric power market. Group 1: Market Performance - As of February 12, several stocks in the electric grid sector, including Hanlan Co., Sifang Co., and Wangbian Electric, reached their daily limit up, indicating strong market interest [1] - Notable stock performances include Hanlan Co. with a 10.02% increase, Sifang Co. up by 10%, and Wangbian Electric also rising by 10% [2] Group 2: Policy Developments - Recent policies from the State Council aim to establish a unified national electricity market by 2030, with a target for market-based transactions to account for approximately 70% of total electricity consumption [3] - The policies also emphasize the need for a shift from separate pricing and trading to unified pricing and joint trading across different market levels [3] Group 3: Investment Plans - The State Grid has announced a massive investment plan of 4 trillion yuan from 2026 to 2030, averaging over 800 billion yuan annually, marking a 40% increase compared to the previous five-year plan [4] - This investment will focus on the construction of new electric power systems, creating significant market opportunities for related electric equipment companies [4] Group 4: AI and Power Demand - The explosive growth in AI computing power is making electricity a strategic resource, with predictions that AI chip consumption will account for 1.5% of global electricity usage in the next five years [5] - Estimates suggest that AI electricity demand will surge from 8 TWh in 2024 to 652 TWh by 2030, representing an increase of 8050% [6] Group 5: Company Performance - Recent financial reports indicate strong performance among electric equipment companies, with Siyuan Electric reporting a revenue of 21.205 billion yuan, a 37.18% year-on-year increase, and a net profit growth of 54.35% [6] - Other companies like Xinlian Electronics and Shuangjie Electric are also expected to report significant profit increases, with projections showing growth rates of up to 147.40% [6] Group 6: Industry Outlook - The electric power sector is entering a high-growth phase, driven by urgent demand for AI computing infrastructure and global data center construction [7] - The investment in global electric grid infrastructure is expected to exceed $500 billion from 2026 to 2030, benefiting electric equipment and scheduling system companies [7]

Group 1 - The core point of the article is that Hangcha Group (603298.SH) experienced a stock price increase of 4.55%, reaching a historical high of 30.360 yuan, with a total market capitalization of 39.766 billion yuan [1]

格隆汇2月12日丨大连电瓷(002606.SZ)在互动平台表示，公司的产品和技术用于输电线路，可以为数据 中心提供电能。产品技术能否抗住石墨炸弹的破坏绝缘性能公司暂未有相关的数据。 ...

Core Viewpoint - Dalian Electric Porcelain (002606.SZ) indicates that its products and technologies are utilized in power transmission lines, providing energy for data centers. However, the company currently lacks data on the insulation performance of its products against graphite bomb damage [1] Group 1 - The company's products and technologies are designed for power transmission lines [1] - The products are capable of supplying energy to data centers [1] - There is no available data regarding the products' ability to withstand damage from graphite bombs [1]