证券代码：920299 证券简称：灿能电力 公告编号：2026-009 南京灿能电力自动化股份有限公司 2025 年年度业绩快报公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 特别提示：本公告所载 2025 年年度主要财务数据为初步核算数据，未经会 计师事务所审计，具体数据以公司 2025 年年度报告中披露的数据为准，提请投 资者注意投资风险。 一、2025 年年度主要财务数据和指标 二、经营业绩和财务状况情况说明 （一）报告期的经营情况、财务状况及影响经营业绩的主要因素 报告期内，公司实现营业收入 126,575,925.80 元，同比增长 8.95%，归属于 上市公司股东的净利润 25,134,128.45 元，同比增长 2.74%，归属于上市公司股东 的扣除非经常性损益的净利润 22,954,418.93 元，同比下降 0.89%。 报告期末，公司总资产为 342,137,434.08 元，较报告期初增长 6.26%，归属 于上市公司股东的所有者权益为 289,721,328.01 元，较报 ...

证券代码：920299 证券简称：灿能电力 公告编号：2026-008 南京灿能电力自动化股份有限公司 股票解除限售公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 本次股票解除限售数量总额为 334,281 股，占公司总股本 0.3710%，可交易 时间为 2026 年 2 月 10 日。 二、本次股票解除限售的明细情况及原因 单位：股 | | | | | | | 本次解 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 股东姓 | 是否为控股 | | 本次解 | 本次解除 | 除限售 | 尚未解除 | | | | 股东、实际控 | | | | 股数占 | | | 序号 | 名或名 | | 任职情况 | 限售原 | 限售登记 | | 限售的股 | | | | 制人或其一 | | | | 公司总 | | | | 称 | | | 因 | 股票数量 | | 票数量 | | | | 致行动人 | | | | 股本比 | | | | | ...

今天A股跌得让人心慌，商业航天、黄金、农业，热点一个接一个熄火。 但在一片惨绿中，有一个板块却像打了兴奋剂，多只股票直线涨停。 它不是偶然 反弹，而是被三股强大的力量共同推上了风口。 | | 代码 | 名称 | | 涨幅%v 主力净流入 | 换手% | 而各TTM | | --- | --- | --- | --- | --- | --- | --- | | 1 | 300215 | 电科院 | +19.95% | 1.94 亿 | 17.84 | | | 2 | | 300617 安靠智电 | +16.56% | 1325.01万 | 10.99 | 64.58 | | 3 | | 300427 红相股份 | +12.97% | 9784.48万 | 17.09 | i | | 4 | | 920299 灿能电力 | +11.89% | 1730.44万 | 17.71 | 86.98 | | 5 | 002358 | 森源电气 | +10.07% | 1.51 亿 | 8.66 | 68.85 | | 6 | 600550 保变用气 | | +10.04% | 3.62 亿 | 5.39 | 181.63 ...

证券代码：920299 证券简称：灿能电力 公告编号：2026-007 南京灿能电力自动化股份有限公司 关于使用闲置募集资金进行现金管理的进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 授权委托理财情况 （一）购买理财产品的审议情况 南京灿能电力自动化股份有限公司（以下简称"公司"）于 2025 年 10 月 27 日召开了第三届董事会第九次会议审议通过了《关于使用闲置募集资金进行现金 管理的议案》，使用不超过人民币 9,000 万元（含本数）的闲置募集资金进行现 金管理，择机、分阶段购买安全性高、流动性好、有保本约定的理财产品，拟投 资的产品期限最长不超过 12 个月。在上述额度范围内，资金可循环滚动使用。 具体内容详见公司在北京证券交易所信息披露平台（www.bse.cn）披露的《使用 闲置募集资金进行现金管理的公告》（公告编号 2025-083）。 （二）前次披露情况 公司前次披露的关于使用闲置募集资金进行现金管理的进展情况详见公司 于 2026 年 1 月 12 日在北京证券交易 ...

证券之星消息，1月21日电网设备板块较上一交易日下跌1.32%，灿能电力领跌。当日上证指数报收于 4116.94，上涨0.08%。深证成指报收于14255.12，上涨0.7%。电网设备板块个股涨跌见下表： 从资金流向上来看，当日电网设备板块主力资金净流出58.85亿元，游资资金净流出1.19亿元，散户资金 净流入60.05亿元。电网设备板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 601616 | 广电电气 | 6.09 | 9.93% | 379.05万 | | 22.28亿 | | 301002 | 崧盛股份 | 41.06 | 8.22% | 11.05万 | | 4.38亿 | | 002498 | 汉缆股份 | 5.69 | 7.77% | 488.58万 | | 27.97亿 | | 605196 | 保通线能 | 39.05 | 6.61% | 17.18万 | | 6.55亿 | | 603016 | 新宏泰 | 32.63 | 4.7 ...

Investment Rating - The report does not explicitly state an investment rating for the industry, but it suggests a focus on sectors with high growth potential and policy support, indicating a positive outlook for certain segments [3]. Core Insights - The market is driven by dual factors of policy direction and earnings certainty, particularly in sectors like ultra-high voltage and power grid equipment, which are benefiting from a significant investment plan by the State Grid [3]. - The commercial aerospace sector is showing signs of stability due to technological breakthroughs, which are attracting investment into specialized companies [3]. - Short-term focus should be on the implementation pace of State Grid investments and the progress of commercial aerospace technology, as these will directly impact the valuation elasticity of high-end manufacturing sectors [3]. - Long-term potential exists for the North Exchange as a platform for specialized and innovative enterprises, with a focus on balancing growth and valuation [3]. Summary by Sections Market Review - On January 19, the North Exchange A-share trading volume reached 240.3 billion yuan, a decrease of 64.0 billion yuan from the previous trading day, with the North Exchange 50 Index closing at 1548.63, up 0.02% [8][13]. - Among 288 companies listed, 118 saw an increase in stock price, while 163 experienced a decline [15]. Key News - The National Bureau of Statistics reported a GDP growth of 5% for 2025, with the total GDP reaching 1,401,879 billion yuan [2]. - Concerns are rising over potential supply shortages of high-speed SSD controller chips due to increased demand driven by AI applications [18]. Company Announcements - Tai Kai Ying announced the lifting of restrictions on 15,275,901 shares, representing 6.91% of its total share capital, effective January 22, 2026 [19]. - Hua Wei Design also announced the lifting of restrictions on 287,850 shares, representing 0.2792% of its total share capital, effective January 22, 2026 [23].

Core Viewpoint - Canaan Power (920299) experienced a slight increase of 0.25% in its stock price, with a high turnover rate of 41.51% and a total transaction volume of 529 million yuan, indicating significant trading activity on that day [2] Trading Activity - The stock was listed on the North Exchange due to its turnover rate reaching 41.51%, with institutional investors net selling 1.1316 million yuan [2] - The top five trading departments had a combined transaction volume of 86.38 million yuan, with a buying amount of 42.05 million yuan and a selling amount of 44.33 million yuan, resulting in a net sell of 2.2862 million yuan [2] - Among the trading departments, one institutional specialized seat was noted, with a buying amount of 4.2785 million yuan and a selling amount of 5.4101 million yuan, leading to a net sell of 1.1316 million yuan [2] Historical Performance - Over the past six months, the stock has appeared on the trading leaderboard 12 times, with an average price drop of 0.85% the day after being listed and an average decline of 4.00% over the following five days [2]

Core Viewpoint - The A-share market for smart grid stocks has shown significant strength, driven by the announcement of substantial fixed asset investments by the State Grid and Southern Power Grid during the 14th Five-Year Plan period, indicating a robust growth outlook for the industry [1]. Group 1: Investment Announcements - The State Grid announced a total fixed asset investment of 4 trillion yuan for the 14th Five-Year Plan period (2026-2030), representing a 40% increase compared to the 13th Five-Year Plan [1]. - The average annual investment scale is projected to reach 800 billion yuan [1]. - Southern Power Grid is expected to invest around 1 trillion yuan during the same period, with a total investment of approximately 5 trillion yuan for both major grids, significantly exceeding the 2.64 trillion yuan and 2.85 trillion yuan investments of the previous two plans [1]. Group 2: Stock Performance - Several smart grid stocks have reached their daily limit up, including China West Electric, New Link Electronics, Dingxin Communications, Hanlan Co., and others, with notable increases in stock prices [1]. - Specific stock performance includes: - China West Electric: +10.03% with a market cap of 81 billion yuan and a year-to-date increase of 73.63% [2]. - New Link Electronics: +10.01% with a market cap of 8.34 billion yuan and a year-to-date increase of 43.06% [2]. - Dingxin Communications: +10.00% with a market cap of 5.165 billion yuan and a year-to-date increase of 10.61% [2]. - Other notable performers include Hanlan Co. (+10.00%), Senyuan Electric (+10.00%), and Nanfang Power (+9.96%) [2].

Summary of Key Points Core Viewpoint - The trading volume on the Beijing Stock Exchange (BSE) reached 975 million shares with a total transaction value of 24.042 billion yuan, reflecting a decrease of 6.397 billion yuan compared to the previous trading day. A total of 118 stocks closed higher, while 163 stocks closed lower [1]. Trading Performance - The number of stocks that closed higher was 118, accounting for 40.97% of the tradable stocks. The stocks with the highest closing gains included Can Energy (up 17.72%), Iron Expansion Machinery (up 13.10%), and Yuanhang Precision (up 10.18%) [1]. - Conversely, the stocks with the largest declines included Koma Materials (down 26.75%), Hengdong Light (down 6.48%), and Tianming Technology (down 5.97%) [1]. Transaction Details - A total of 68 stocks had transaction values exceeding 100 million yuan, with the highest transaction values recorded for Tianli Composite (768.09 million yuan), Hengdong Light (722.29 million yuan), and Xingtou Measurement Control (716.31 million yuan) [1]. - The trading activity showed that 23 stocks had a turnover rate exceeding 10%, with 8 stocks exceeding 20%. The stocks with the highest turnover rates included Koma Materials (62.05%), Yinen Power (36.06%), and Can Energy (32.93%) [1]. Stock Performance Table - The trading performance of notable stocks included: - Tianli Composite: Closing price 99.36 yuan, increase of 5.59%, turnover rate 7.28%, transaction value 768.09 million yuan [1]. - Hengdong Light: Closing price 313.42 yuan, decrease of 6.48%, turnover rate 11.22%, transaction value 722.29 million yuan [1]. - Yinen Power: Closing price 24.51 yuan, increase of 29.96%, turnover rate 36.06%, transaction value 496.77 million yuan [1]. - Koma Materials: Closing price 40.25 yuan, decrease of 26.75%, turnover rate 62.05%, transaction value 495.00 million yuan [1].

Core Viewpoint - Canaan Power (920299) experienced a significant increase of 17.72% in its stock price, with a trading volume turnover rate of 32.93% and a total transaction value of 376 million yuan on the day of reporting [2]. Trading Activity - The stock was listed on the "Dragon and Tiger List" due to its turnover rate reaching 32.93%, with a net buying amount of 10.37 million yuan from brokerage seats [2]. - The top five brokerage seats accounted for a total transaction value of 62.24 million yuan, with a buying transaction amount of 36.31 million yuan and a selling transaction amount of 25.93 million yuan, resulting in a net buying of 10.37 million yuan [2]. - The largest buying brokerage was Founder Securities Co., Ltd. with a purchase amount of 7.41 million yuan, while the largest selling brokerage was Huatai Securities Co., Ltd. with a selling amount of 5.67 million yuan [2]. Historical Performance - Over the past six months, Canaan Power has appeared on the "Dragon and Tiger List" 11 times, with an average price decline of 0.96% the day after being listed and an average decline of 4.48% over the following five days [2].