国电南自所属申万行业为：电力设备-电网设备-电网自动化设备。所属概念板块包括：水电概念、抽水 蓄能、超超临界发电、央企改革、雅下电站概念等。 截至9月23日，国电南自股东户数3.62万，较上期增加0.00%；人均流通股27908股，较上期增加0.00%。 2025年1月-6月，国电南自实现营业收入42.82亿元，同比增长25.23%；归母净利润1.59亿元，同比增长 197.03%。 分红方面，国电南自A股上市后累计派现10.44亿元。近三年，累计派现2.68亿元。 机构持仓方面，截止2025年6月30日，国电南自十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股7104.98万股，相比上期增加315.85万股。招商量化精选股票发起式A（001917）位居第四 大流通股东，持股553.91万股，相比上期减少411.27万股。招商品质发现混合A（011690）位居第五大 流通股东，持股383.12万股，为新进股东。招商优质成长混合(LOF)（161706）位居第七大流通股东， 持股361.76万股，为新进股东。广发多因子混合（002943）位居第八大流通股东，持股354.39万股，为 新进股东。招商 ...

Core Insights - On October 27, Guodian Nanzi's stock rose by 5.37%, reaching 12.94 CNY per share, with a trading volume of 785 million CNY and a turnover rate of 6.20%, resulting in a total market capitalization of 13.145 billion CNY [1] Company Overview - Guodian Nanjing Automation Co., Ltd. is located in Nanjing, Jiangsu Province, and was established on September 22, 1999, with its listing date on November 18, 1999 [1] - The company primarily engages in research, development, production, sales, and consulting services related to power transmission and transformation protection, control and automation systems, power plant protection control and automation systems, dispatching and distribution automation systems, rail transit automation systems, and other industrial control and automation equipment [1] - The revenue composition of the company includes: - Grid automation: 47.55% - System integration center business: 18.68% - Power plant automation: 14.99% - Information technology business: 9.47% - Hydropower automation: 2.02% - Power electronics: 2.01% - Information security: 1.82% - Rail transit automation: 1.68% - Intelligent primary equipment: 1.29% - Other (supplement): 0.37% - Other: 0.12% [1] Fund Holdings - According to data, one fund under Penghua Fund holds a significant position in Guodian Nanzi. The Penghua Guozheng 2000 Index Enhanced A (017892) held 156,900 shares in the second quarter, unchanged from the previous period, accounting for 1.01% of the fund's net value, making it the third-largest holding [2] - The fund has a current scale of 64.2343 million CNY and has achieved a return of 46.12% year-to-date, ranking 834 out of 4219 in its category; over the past year, it has returned 59.45%, ranking 278 out of 3877; since inception, it has returned 53.25% [2]

Core Insights - On October 22, Guodian Nanzi's stock price fell by 5.16%, closing at 12.12 CNY per share, with a trading volume of 714 million CNY and a turnover rate of 5.75%, resulting in a total market capitalization of 12.312 billion CNY [1] Company Overview - Guodian Nanjing Automation Co., Ltd. is located in Nanjing, Jiangsu Province, and was established on September 22, 1999, with its listing date on November 18, 1999 [1] - The company primarily engages in research, development, production, sales, and consulting services related to power transmission and transformation protection, control and automation systems, and various industrial control and automation equipment [1] - The revenue composition of the company's main business includes: - Grid Automation: 47.55% - System Integration Center: 18.68% - Power Plant Automation: 14.99% - Information Technology: 9.47% - Hydropower Automation: 2.02% - Power Electronics: 2.01% - Information Security: 1.82% - Rail Transit Automation: 1.68% - Intelligent Primary Equipment: 1.29% - Other: 0.37% and 0.12% [1] Fund Holdings - According to data, one fund under Rongtong holds a significant position in Guodian Nanzi. The Rongtong CSI A500 Index Enhanced A (022820) fund held 197,600 shares in the second quarter, accounting for 1.37% of the fund's net value, making it the ninth-largest holding [2] - The estimated floating loss for the fund today is approximately 130,400 CNY [2] Fund Manager Performance - The fund manager for Rongtong CSI A500 Index Enhanced A (022820) is He Tianxiang, who has a tenure of 11 years and 1 day, managing a total asset size of 7.662 billion CNY, with the best fund return during his tenure being 121.62% and the worst being -80.34% [3] - Co-manager Xiong Junjie has a tenure of 2 years and 7 days, managing assets of 999.7 million CNY, with the best return of 31.47% and the worst return of 0.78% during his tenure [3]

证券之星消息，10月21日电网设备板块较上一交易日上涨2.14%，智光电气领涨。当日上证指数报收于 3916.33，上涨1.36%。深证成指报收于13077.32，上涨2.06%。电网设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002169 | 智光电气 | 8.12 | 10.03% | 56.71万 | | 4.39亿 | | 600268 | 国电南自 | 12.78 | 9.98% | 81.29万 | | 10.04亿 | | 301291 | 明阳电气 | 51.10 | 7.76% | 15.00万 | | 7.44亿 | | 002028 | 思源电气 | 122.85 | 7.32% | 16.95万 | | 20.58亿 | | 301668 | 吴创瑞通 | 57.93 | 6.53% | 10.56万 | | 5.97亿 | | 002270 | 华明装备 | 24.39 | 6.51% | 23.66万 | | 5.75亿 ...

Group 1 - A-shares experienced a strong rebound on October 21, with the only electric grid equipment ETF (159326) rising by 2% and achieving a trading volume of 60.92 million yuan, indicating increased market attention on the sector [1] - Key stocks in the electric grid equipment sector, such as Guodian Nanzi and Zhiguang Electric, hit the daily limit, while Siyuan Electric surged over 7%, reflecting positive market sentiment [1] - The National Development and Reform Commission released a three-year action plan on October 15, aiming to double the service capacity of electric vehicle charging facilities by 2025, which includes upgrading the distribution network [1] Group 2 - The plan emphasizes integrating charging facility demands into distribution network planning, focusing on urban core areas, highway service areas, transportation hubs, and old residential communities [1] - Recently, the State Grid initiated a bidding process for ultra-high voltage projects, including the Mengxi-Beijing-Tianjin-Hebei and Tibet-Guangdong projects, with dynamic investments of 17.178 billion yuan and 53.168 billion yuan respectively [1] - According to Everbright Securities, by 2025, a unified national electricity market is expected to be established, with significant developments in cross-province transmission channels, digitalization, carbon markets, and electricity market construction [2] Group 3 - The electric grid equipment ETF (159326) tracks the CSI Electric Grid Equipment Theme Index, with a strong representation in sectors such as transmission and transformation equipment, grid automation, and distribution equipment [2] - The ultra-high voltage segment holds a significant weight of 63% in the ETF, the highest in the market, with top holdings including industry leaders like Guodian Nanzi, Tebian Electric, and Siyuan Electric [2]

Group 1 - The A-share market saw a collective rise in the three major indices, with significant increases in sectors such as energy equipment, electrical grid, and power generation equipment as of October 21 [1] - The only electrical grid equipment ETF (159326) rose by 2.14%, with a trading volume of 34.37 million yuan, and key stocks like China Electric Power and Siyuan Electric hitting the daily limit [1] - The National Development and Reform Commission issued a plan to enhance electric vehicle charging infrastructure, emphasizing the upgrade of distribution networks to accommodate charging facilities [1] Group 2 - The electrical grid equipment ETF (159326) tracks the CSI Electric Grid Equipment Theme Index, with a strong representation in sectors like transmission and transformation equipment, grid automation, and distribution equipment [2] - The ETF has a high weight of 63% in ultra-high voltage components, the highest in the market, and includes leading companies such as Guodian NARI, TBEA, and Siyuan Electric among its top ten holdings [2]

Core Viewpoint - The power grid equipment sector experienced significant fluctuations, with notable gains in several companies, indicating a bullish trend in the market [1] Company Performance - Guodian Nanzi reached its daily limit increase, reflecting strong investor interest [1] - Siyuan Electric surged over 8%, achieving a historical high during the trading session [1] - Other companies such as Huaming Equipment, Igor, Mingyang Electric, Colin Electric, and TBEA also saw upward movement, contributing to the overall positive sentiment in the sector [1]

Core Viewpoint - The report by Zhiyan Consulting highlights a significant decline in the production of electrical instruments and meters in China, with a projected decrease in output for 2025 compared to previous years [1]. Industry Summary - According to data from the National Bureau of Statistics, the production of electrical instruments and meters in China for August 2025 is expected to be 21.77 million units, representing a year-on-year decrease of 12.2% [1]. - From January to August 2025, the cumulative production of electrical instruments and meters in China is reported to be 178.886 million units, showing a cumulative decline of 8.2% [1]. - The report provides a comprehensive analysis of the supply and demand forecast for the Chinese instrument and meter market from 2025 to 2031, indicating potential challenges in the industry [1]. Company Summary - Listed companies mentioned in the report include Weisheng Information (688100), Linyang Energy (601222), Samsung Medical (601567), Haixing Electric (603556), XJ Electric (000400), Pinggao Electric (600312), Guodian Nanzi (600268), *ST Huayi (600290), Dongfang Electronics (000682), and Kelon Electronics (002121) [1].

Group 1 - The electric grid equipment sector experienced a majority of adjustments at the beginning of trading on October 17, with several companies showing significant declines [1] - Huaming Equipment, Guodian Nanzi, and Jinpan Technology saw drops exceeding 7%, indicating a notable downturn in their stock performance [1] - Other companies such as Zhongdian Xinlong, Tongda Co., and Teruid also followed the downward trend, reflecting a broader impact on the sector [1]

Core Viewpoint - The power grid equipment sector is experiencing a downward adjustment, with several companies seeing significant declines in their stock prices [1] Group 1: Company Performance - Huaming Equipment, Guodian Nanzi, and Jinpan Technology have all dropped over 7% in stock price [1] - Other companies such as Zhongdian Xilong, Tongda Co., and Teruid have also followed the downward trend [1]