Group 1 - The electric equipment stocks experienced a collective rise in early trading, with notable increases in share prices [1][4] - Harbin Electric (01133) saw an increase of 8.70%, reaching HKD 20.50 [1][4] - Dongfang Electric (01072) rose by 7%, trading at HKD 27.82 [1][4] - Weichai Power (03393) increased by 2.40%, priced at HKD 22.22 [1][4] - Shanghai Electric (02727) saw a rise of 2.23%, with shares at HKD 4.58 [1][4]

每经AI快讯，电力设备股集体走高。截至发稿，哈尔滨电气(01133.HK)涨8.7%，报20.5港元；东方电气 (01072.HK)涨6.77%，报27.76港元；威胜控股(03393.HK)涨2.76%，报22.3港元；上海电气(02727.HK)涨 2.46%，报4.59港元。 ...

华创证券表示，国家电网"以投资建设运营电网为核心业务"，但国家电网主要公布电网投资数据，固定 资产投资数据仅零星公布，从2021年数据来看，固定资产投资、电网投资分别为4972、4730亿元，二者 近乎等价。其次，十五五时期国家电网固定资产投资预计增长40%，作为对比，十四五时期，电网投资 约2.77万亿、可比增速为16.4%，即十五五时期40%的投资增速较十四五时期有较大提升。 消息面上，1月15日，国家电网公司表示，"十五五"期间，国家电网公司固定资产投资预计达到4万亿 元，较"十四五"投资增长40%，以扩大有效投资带动新型电力系统产业链供应链高质量发展。据悉， 2025年12月31日，发改委、能源局两部门发布《关于促进电网高质量发展的指导意见》，明确适度超前 开展电网投资建设。 智通财经APP获悉，电力设备股集体走高，截至发稿，哈尔滨电气(01133)涨8.7%，报20.5港元；东方电 气(01072)涨6.77%，报27.76港元；威胜控股(03393)涨2.76%，报22.3港元；上海电气(02727)涨2.46%， 报4.59港元。 ...

消息面上，据新华社报道，1月15日，国家电网宣布，"十五五"期间固定资产投资预计达4万亿元， 较"十四五"时期增长40%。这笔投资核心落点在于构建更智能、更绿色的电网体系，将带动新型电力系 统全产业链协同发展，推动经营区风光新能源年均新增装机2亿千瓦左右，助力非化石能源消费占比稳 步提升至25%。国金证券认为，展望2026年，电网行业仍将呈现明显结构性分化，高景气赛道指向国内 主网输变电与电力设备出海两大核心方向。 威胜控股是中国领先的能源计量及能源管理企业。公司三大主营业务：电智能计量（电AMI）业务、通 信及流体计量业务（C&F AMI）及智能配用电系统ADO业务。中泰国际此前指，AIDC客户对公司的智 能配电服务需求料高于预期，FY26相关新增订单有望大幅增长。公司的发展基础也因此进一步由传统 工业板块扩展至先进科技板块，支持更高估值。 威胜控股(03393)涨超6%，截至发稿，涨6.4%，报21.1港元，成交额2184.93万港元。 ...

威胜控股是中国领先的能源计量及能源管理企业。公司三大主营业务：电智能计量（电AMI）业务、通 信及流体计量业务（C&F AMI）及智能配用电系统ADO业务。中泰国际此前指，AIDC客户对公司的智 能配电服务需求料高于预期，FY26相关新增订单有望大幅增长。公司的发展基础也因此进一步由传统 工业板块扩展至先进科技板块，支持更高估值。 智通财经APP获悉，威胜控股(03393)涨超6%，截至发稿，涨6.4%，报21.1港元，成交额2184.93万港 元。 消息面上，据新华社报道，1月15日，国家电网宣布，"十五五"期间固定资产投资预计达4万亿元， 较"十四五"时期增长40%。这笔投资核心落点在于构建更智能、更绿色的电网体系，将带动新型电力系 统全产业链协同发展，推动经营区风光新能源年均新增装机2亿千瓦左右，助力非化石能源消费占比稳 步提升至25%。国金证券认为，展望2026年，电网行业仍将呈现明显结构性分化，高景气赛道指向国内 主网输变电与电力设备出海两大核心方向。 ...

Core Viewpoint - As of January 15, a total of 105 stocks reached their 52-week highs, with notable performers including 德莱建业 (01546), 东曜药业－Ｂ (01875), and 大森控股 (01580) achieving high rates of 78.00%, 51.36%, and 37.61% respectively [1]. Summary by Category 52-Week Highs - 德莱建业 (01546) closed at 0.355, with a peak of 0.445, marking a high rate of 78.00% [1]. - 东曜药业－Ｂ (01875) closed at 4.190, reaching a high of 4.450, with a high rate of 51.36% [1]. - 大森控股 (01580) closed at 0.275, with a peak of 0.300, achieving a high rate of 37.61% [1]. - 顺兴集团控股 (01637) and 怡园酒业 (08146) also showed significant increases, with high rates of 36.36% and 24.74% respectively [1]. Additional Notable Stocks - JBB BUILDERS (01903) reached a high rate of 24.12% with a closing price of 2.830 [1]. - 天臣控股 (01201) and 江苏创新 (02116) had high rates of 15.38% and 15.00% respectively [1]. - 万国黄金集团 (03939) and 竣球控股 (01481) also performed well, with high rates of 12.95% and 12.44% respectively [1]. 52-Week Lows - The report also noted stocks reaching 52-week lows, with 天彩控股 (03882) showing a low rate of -14.42% [3]. - 中国智慧能源 (01004) and 基石控股 (01592) followed with low rates of -13.64% and -12.86% respectively [3]. - 弘毅文化集团－旧 (02990) and 中原建业 (09982) also reported significant declines of -9.09% and -6.06% respectively [3].

消息面上，威胜控股近期公告，旗下ADO业务非全资子公司惟远能源引入战略股东博裕投资。根据双 方的增资协议，博裕投资将以总金额人民币3.8亿元认购惟远能源4881万股新股，占其经扩大股本约 8%，惟远能源估值约47.5亿元人民币。 国投证券(国际)发布研报称，预期惟远能源与博裕投资展开资本及产业资源合作，依托博裕在数据中 心、科技及新能源等领域的广泛布局与跨境投资经验，预期有效赋能公司业务拓展与提升市场竞争力， 助力加速全球化布局。威胜控股ADO业务在数据中心的强劲需求下，正进入快速增长期，正成为推动 集团整体业务增长的重要引擎。 威胜控股(03393)午后涨近6%，再创历史新高。截至发稿，涨4.1%，报18.27港元，成交额4002.65万港 元。 ...

Core Viewpoint - Weisheng Holdings (03393) has seen a significant increase in stock price, reaching a historical high of HKD 17.99, driven by strategic developments in its ADO business segment [1] Group 1: Company Developments - Weisheng Holdings' subsidiary, Weiyuan Energy, has introduced a strategic investor, Boyu Investment, which will invest RMB 380 million for 48.81 million new shares, representing approximately 8% of Weiyuan Energy's expanded share capital [1] - The valuation of Weiyuan Energy is approximately RMB 4.75 billion [1] - Weisheng Holdings holds about 65% of Weiyuan Energy, indicating a strong controlling interest in the subsidiary [1] Group 2: Market and Industry Insights - According to Guotou Securities (International), the demand for data center services is entering a period of explosive growth, which is expected to drive rapid growth in Weisheng Holdings' ADO business [1] - The collaboration between Weisheng Holdings and Boyu Investment is anticipated to enhance cooperation in industrial resources and cross-border layout [1] - Weiyuan Energy is also progressing towards an A-share listing, which, if successful, could further unlock the company's value [1]

Core Viewpoint - Weisheng Holdings (03393) has seen a significant increase in stock price, reaching a historical high of HKD 17.99, driven by strategic developments in its ADO business and the introduction of a new investor [1] Group 1: Company Developments - Weisheng Holdings' subsidiary, Weiyuan Energy, has introduced a strategic shareholder, Boyu Investment, which will invest RMB 380 million for 48.81 million new shares, representing approximately 8% of Weiyuan Energy's expanded share capital [1] - The valuation of Weiyuan Energy is approximately RMB 4.75 billion [1] - Weisheng Holdings holds about 65% of Weiyuan Energy, indicating a strong controlling interest in the subsidiary [1] Group 2: Market and Industry Insights - Guotou Securities (International) has reported that the demand for data center business is entering an explosive growth phase, which is expected to drive rapid growth in Weisheng Holdings' ADO business [1] - The collaboration between Weisheng Holdings and Boyu Investment is anticipated to enhance cooperation in industrial resources and cross-border layout [1] - Weiyuan Energy is also progressing towards an A-share listing, which, if successful, could further unlock the company's value [1]

（文章来源：每日经济新闻） 每经AI快讯，威胜控股(03393.HK)尾盘涨近5%，高见17.99港元，再创历史新高。截至发稿，威胜控股 涨4.37%，报17.93港元，成交额2440.84万港元。 ...