长江商报消息 ●长江商报记者 沈右荣 从中国大西北边陲小城到全球能源装备的舞台，张新书写了一个中国企业家的传奇，打造了中国装备制造业的响 亮名片。 将时间拨回1988年2月21日，26岁的张新面临人生重大抉择。一边是乌鲁木齐市化工厂的调令，月薪100元加两室 一厅的住房；另一边，是被大雪压垮的小厂房，面条加咸菜是员工春节最好的食物。 张新选择撕掉调令，接任53名员工票选的昌吉变压器厂厂长。 面对一个总资产不足16万元、却背负73万元债务的烂摊子，张新带领员工从肩扛手刨起步，历时37年，建立了总 资产超2000亿元的产业帝国。如今的特变电工（600089.SH），已经成长为全球巨无霸，变压器产量全球第一。 特变电工的产业覆盖输变电、铝加工、光伏新能源等四大领域，并不断完成资产证券化，张新因此手握3家上市公 司。 张新是靠什么在废墟上建立起千亿产业帝国？破立有道！除了时代机遇外，打破旧体制、旧技术、旧格局，建立 新制度、新技术、新市场，加上自身的担当、共享与创新，是张新缔造传奇的密码。 临危受命废墟上求生 大多数创业者是白手起家，张新则是从背负73万元债务开始。 昌吉特种变压器厂（简称"昌吉变压器厂"）成立于19 ...

特变电工下半年经营形势预计好转，已完成业绩探底，将通过产品创新、 数字化改造等提升竞争力，实现全年业绩触底回升。特高压项目下半年 全面启动招标，合同签约额有望获得支撑。 新能源板块多晶硅价格恢复至合理水平以上，显著改善上半年亏损状态， 现货和期货价格均大幅上涨。尽管产能利用率受限，但多晶硅板块盈利 能力将明显提升。受 136 号文影响，下半年光伏领域可能受冲击，公司 将加快电站建设，谨慎选择投资区域。 公司中标沙特 164 亿人民币订单，最低执行量 115 亿人民币，是国际 市场重要突破，涉及特高压输变电设备、电线电缆等。预计未来 7 年每 年新增收入十几亿至二十亿人民币，巩固国内市场占有率，拓展新的应 用场景。 新疆地区煤炭销售主要通过自身消纳和疆煤外运，预计全年出疆煤炭销 售超 2000 万吨。尽管上半年全国煤炭价格下降导致盈利下降，但下半 年冬季供暖期预计煤炭板块将保持稳定。 Q&A 公司对全年各板块业务的收入和毛利的展望是什么样的水平？ 下半年整体环境在变化，公司各板块业务预计会有不同的发展态势。输变电类 业务，包括电器装备和电线电缆，预计仍处于较好的发展态势，国内订单需求 和出口都比较旺盛，能够保持 ...

Market Performance - The grid equipment sector increased by 3.01% compared to the previous trading day, with Xin Fengguang leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Individual Stock Performance - Xin Fengguang (688663) closed at 37.08, up 15.05% with a trading volume of 138,400 shares and a transaction value of 494 million [1] - Songsheng Co., Ltd. (301002) closed at 31.83, up 13.80% with a trading volume of 118,400 shares and a transaction value of 360 million [1] - Other notable performers include: - Buyao Maintenance (605196) at 24.98, up 10.00% [1] - Southern Power Technology (688248) at 44.48, up 9.15% [1] - Yantu Network (835508) at 32.94, up 9.11% [1] Capital Flow Analysis - The grid equipment sector saw a net inflow of 1.073 billion in main funds, while retail funds experienced a net outflow of 552 million [2][3] - The main funds' net inflow for notable stocks includes: - TBEA (600089) with a net inflow of 411 million [3] - Far East Holdings (600869) with a net inflow of 128 million [3] - Guodian NARI (600406) with a net inflow of 82 million [3]

Group 1 - The Zhongzheng Photovoltaic Industry Index (931151) has seen a strong increase of 6.21% as of September 5, 2025, with notable gains from stocks such as Jinlang Technology (300763) up 17.12%, Jing Sheng Mechanical & Electrical (300316) up 16.49%, and others [1] - The Photovoltaic ETF Fund (516180) has risen by 6.02%, marking its third consecutive increase, with a latest price of 0.74 yuan [1] - Over the past week, the Photovoltaic ETF Fund has accumulated a rise of 2.80% as of September 4, 2025 [1] Group 2 - As of August 29, 2025, the top ten weighted stocks in the Zhongzheng Photovoltaic Industry Index include Yangguang Electric (300274), Longi Green Energy (601012), and TCL Technology (000100), collectively accounting for 56.14% of the index [2] - The weightings of the top stocks are as follows: Yangguang Electric at 10.51%, Longi Green Energy at 9.97%, and TCL Technology at 9.42% [4]

截至2025年9月5日 10:24，中证新能源指数强势上涨5.06%，成分股锦浪科技上涨16.89%，厦钨新能上涨15.56%，先导智能上涨15.24%，阳光电源、天赐材 料等个股跟涨。新能源ETF(159875)上涨4.87%， 冲击3连涨。 截至9月4日，新能源ETF近6月净值上涨17.43%。从收益能力看，截至2025年9月4日，新能源ETF自成立以来，最高单月回报为25.07%，最长连涨月数为4个 月，最长连涨涨幅为31.31%，上涨月份平均收益率为8.03%。截至2025年9月4日，新能源ETF近3个月超越基准年化收益为8.24%。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 300750 | 宁德时代 | 3.72% | 9.72% | | 300274 | 阳光电源 | 10.45% | 5.57% | | 601012 | 降其绿能 | 3.33% | 5.18% | | 601982 | 中国核电 | -0.91% | 4.36% | | 600905 | 三峡能源 | 0.00% | 3.46% | | 600089 | 特 ...

Core Viewpoint - The recent capital increase of TBEA International Engineering Co., Ltd. from 800 million RMB to 1.5 billion RMB, representing an 87.5% increase, signifies a strong impetus for the company's future development [1][2][4] Group 1: Company Changes - The registered capital of TBEA International Engineering Co., Ltd. has significantly increased, which is expected to enhance its market competitiveness and operational capabilities [1][2] - Key personnel adjustments have been made within the company, which will likely impact future strategic planning and business layout [1][3] Group 2: Business Scope and Opportunities - The company operates in various sectors, including construction, civil engineering, and municipal public facility management, and the capital increase is anticipated to optimize and expand these business areas [1][3] - With the increase in capital and management adjustments, TBEA International Engineering Co., Ltd. is positioned to achieve breakthroughs in more fields [2][4]

Core Viewpoint - TBEA International Engineering Co., Ltd. has increased its registered capital from 800 million RMB to 1.5 billion RMB, marking an increase of 87.5%, along with changes in key personnel [1]. Group 1: Company Information - TBEA International Engineering Co., Ltd. was established in 2012 and is wholly owned by TBEA Co., Ltd. [1]. - The legal representative of the company is Hu Nan, and it operates in various sectors including engineering technology and planning management, municipal public facility management, and equipment leasing [1]. - The company is located in Wuqing District, Tianjin, and has a registered address at the Innovation Headquarters Base [2]. Group 2: Financial Changes - The registered capital increase from 800 million RMB to 1.5 billion RMB represents an 87.5% growth [1]. - The company currently employs between 200 to 299 people, as per the 2024 report [2].

Core Viewpoint - TBEA Co., Ltd. has experienced a stock price decline of 2.01% on September 4, 2023, with a current price of 14.14 CNY per share and a total market capitalization of 71.446 billion CNY [1] Group 1: Financial Performance - For the first half of 2025, TBEA achieved operating revenue of 48.401 billion CNY, representing a year-on-year growth of 1.17% [2] - The net profit attributable to shareholders for the same period was 3.184 billion CNY, showing a year-on-year increase of 4.93% [2] - Cumulative cash dividends since the A-share listing amount to 15.118 billion CNY, with 6.591 billion CNY distributed over the past three years [3] Group 2: Stock Market Activity - As of September 4, 2023, TBEA's stock has increased by 13.21% year-to-date, with a slight decline of 0.49% over the last five trading days [1] - The stock has seen a 5.37% increase over the past 20 days and a 23.39% increase over the past 60 days [1] - The number of shareholders as of June 30, 2025, is 319,300, a decrease of 4.42% from the previous period [2] Group 3: Shareholder Composition - The largest shareholder, Hong Kong Central Clearing Limited, holds 222 million shares, an increase of 66.6393 million shares compared to the previous period [3] - Huatai-PB CSI 300 ETF ranks as the fourth largest shareholder with 89.9133 million shares, having increased by 7.2503 million shares [3] Group 4: Business Overview - TBEA's main business segments include electrical equipment products (27.64%), coal products (18.27%), and electrical wire and cable products (16.22%) [1] - The company is involved in various sectors such as power transmission and transformation, new energy, and energy business [1]

Core Viewpoint - The registered capital of TBEA International Engineering Co., Ltd. has increased from 800 million RMB to 1.5 billion RMB, marking an increase of 87.5% [1] Company Information - TBEA International Engineering Co., Ltd. was established in February 2012 and is wholly owned by TBEA [1] - The legal representative of the company is Hu Nan [1] - The company's business scope includes construction, civil engineering, installation services, engineering technology and planning management, municipal public facilities management, handling and transportation agency services, and machinery equipment leasing [1] Changes in Company Structure - There have been changes in some key personnel within the company [1]

Group 1 - The core point of the article is that TBEA International Engineering Co., Ltd. has increased its registered capital from 800 million RMB to 1.5 billion RMB, representing an increase of 87.5% [1] - The company underwent changes in key personnel alongside the capital increase [1] - TBEA International Engineering Co., Ltd. was established in February 2012 and is wholly owned by TBEA [1] Group 2 - The business scope of the company includes construction, civil engineering, installation services, engineering technology and planning management, municipal public facility management, handling and transportation agency services, and machinery equipment leasing [1]