转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院风电EPC研究小组发布的《中国风电EPC工程市场前瞻与投资战 略规划分析报告》 行业主要上市公司：中国能建(601868);中国电建(601669);永福股份(300712);三一重能(688349);国电南自 (600268)等 本文核心数据：企业排名;市场集中度;企业销售布局;风电EPC业务占比 1、中国风电EPC行业竞争层次 从行业竞争格局来看，目前行业主要由大型国有企业占据主导地位。行业第一梯队主要由拥有电力工程 施工总承包特级资质的中国电建、中国能建下属设计院及部分省级电力设计院组成，其中电力工程行业 综合和甲级资质90%以上为大型国企掌握，因此民营企业无法在大型项目中与国有企业竞争，一般在低 压、小型项目中发挥自身优势;行业第二梯队为拥有电力工程施工总承包一级、电力工程设计专业甲级 和乙级资质企业，主要为地市级设计院及部分已经具备一定规模实力的民营企业;行业第三梯队为拥有 电力工程设计专业丙级资质企业，数量众多，在一些技术含量有限的小型项目中竞争较为激烈。 2、中国风电EPC行业市场份额 3、中国风电EPC行业市场集中度 目前，国内风电EPC ...

2026年1月20日，由国电南京自动化股份有限公司(简称：国电南自（600268）)发起并组织的"Cyber-Physical Energy Systems in the Era of Energy Revolution"专 题学术论坛(CPES专题论坛)在中国香港成功举办。《信息物理能源系统(英文)》(CPES)创刊主编、中国科学院院士、西安交通大学管晓宏教授担任论坛主 席。 本次论坛作为IEEE电力与能源协会国际会议(PESIM2026)的重要学术活动之一，依托国电南自在能源电力领域的深厚积淀与资源优势，汇聚了全球范围内信 息物理融合能源系统领域顶尖学者，聚焦新一轮能源革命的时代背景，探讨信息物理融合能源系统的前沿研究动态与未来发展方向。 论坛的CPES圆桌讨论环节由管晓宏院士主持，特邀英国伯明翰大学张小平教授、华北电力大学校长毕天姝教授、北京交通大学/暨南大学和敬涵教授、清华 大学耿华教授、香港大学侯云鹤教授等多位知名专家学者，围绕"Cyber-Physical Energy Systems in the Era of Energy Revolution"主题，展开深度对话，探讨了 信息物理融合能源系统 ...

证券日报网讯1月22日，国电南自（600268）在互动平台回答投资者提问时表示，公司财务管理已实现 信息化，公司建立规范的财务管理制度和流程，以提高财务管理效率，保障持续发展。 ...

证券日报网讯1月22日，国电南自（600268）在互动平台回答投资者提问时表示，为保证所有投资者平 等获悉公司信息，根据信息披露相关要求，公司在定期报告中披露对应时点的股东信息。对于非定期报 告时点的股东人数查询，依据《公司法》及公司章程的规定，应向公司提供证明本人持有公司股份的类 别以及持股数量的书面文件，经公司核实股东身份后，按照相关规定予以提供。 ...

Core Viewpoint - The electric grid equipment sector is experiencing a significant surge, driven by substantial investments from the State Grid and Southern Power Grid, marking a new phase in China's energy transition [1] Investment and Market Dynamics - The State Grid announced a fixed asset investment of 4 trillion yuan during the 14th Five-Year Plan, while Southern Power Grid disclosed an investment scale of 180 billion yuan for 2026, indicating a shift towards annual investments nearing 1 trillion yuan [1] - This investment not only sets a historical high but also signifies the acceleration of new power system construction from planning to implementation, providing crucial support for China's energy transition [1] Industry Trends and Future Outlook - The consensus in the industry is that "the end of AI is electricity," highlighting the critical role of power supply in the development of AI technologies, especially with the increasing energy demands of large models like GPT-5 [1] - Goldman Sachs predicts that by 2030, AI data centers will increase global electricity demand by 175% compared to 2023, emphasizing the mismatch in the speed of data center construction and transmission line installation [1] - Dongguan Securities notes that significant projects in China, such as smart grids and urban-rural grid renovations, require substantial electric grid equipment, leading to a demand for efficient, energy-saving, and environmentally friendly transformers [1] Investment Products - The Tianhong CSI Electric Grid Equipment Theme Index closely tracks the performance of 80 listed companies involved in ultra-high voltage and smart grid construction, reflecting the overall performance of electric grid equipment stocks [2] - Investors interested in capitalizing on the growth of AI computing power may consider the Tianhong CSI Electric Grid Equipment Index [2]

公司发布的三季报数据显示，前三季度公司共实现营业收入63.08亿元，同比增长13.89%，实现净利润 2.11亿元，同比增长100.86%，基本每股收益为0.2100元，加权平均净资产收益率6.18%。 国电南自股价创出历史新高，截至14:10，该股上涨9.88%，股价报14.79元，成交量1.27亿股，成交金额 17.59亿元，换手率12.58%，该股最新A股总市值达150.25亿元，该股A股流通市值149.50亿元。 （文章来源：证券时报网） 证券时报·数据宝统计显示，国电南自所属的电力设备行业，目前整体跌幅为1.41%，行业内，目前股价 上涨的有95只，涨停的有中国西电、三变科技等7只。股价下跌的有296只，跌幅居前的有华菱线缆、鹏 辉能源、天合光能等，跌幅分别为10.00%、9.09%、9.02%。 两融数据显示，该股最新（1月19日）两融余额为5.19亿元，其中，融资余额为5.18亿元，近10日增加 1.51亿元，环比增长41.01%。 ...

Group 1 - The A-share market saw a collective surge in smart grid stocks, with companies like China Xidian, Xinlian Electronics, Dingxin Communications, and others hitting the daily limit up [1] - 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 previous plan, with an average annual investment of 800 billion yuan [1] - Southern Power Grid is expected to invest around 1 trillion yuan during the same period, leading to a total investment of nearly 5 trillion yuan from both major grids, significantly exceeding the 2.64 trillion yuan and 2.85 trillion yuan investments during the 13th and 14th Five-Year Plans, respectively [1] Group 2 - China Xidian's stock rose by 10.03%, with a total market value of 81 billion yuan and a year-to-date increase of 73.63% [2] - Xinlian Electronics experienced a 10.01% increase, with a market capitalization of 8.34 billion yuan and a year-to-date rise of 43.06% [2] - Dingxin Communications, Hanlan Co., and other companies also saw significant stock price increases, with various percentages ranging from 5.19% to 10% [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].

嘉实新添辉定期混合A（005088）基金经理为张丹华。 1月20日，国电南自涨5.05%，截至发稿，报14.14元/股，成交13.73亿元，换手率9.91%，总市值143.64 亿元。国电南自股价已经连续3天上涨，区间累计涨幅12.73%。 资料显示，国电南京自动化股份有限公司位于江苏省南京市鼓楼区新模范马路38号电力数智产业园1号 楼，成立日期1999年9月22日，上市日期1999年11月18日，公司主营业务涉及公司主要从事输变电保 护、控制及自动化系统,发电厂保护控制及自动化系统,调度配网自动化系统、轨道交通自动化系统、其 它工业控制及自动化设备、高低压电器及电气传动设备的研究、开发、生产、销售和咨询服务;环境保 护工程设计及设备制造、施工总承包;变电站、电站工程总承包;公司具有产品和技术的进出口权。主营 业务收入构成为：电网自动化47.55%，系统集成中心业务18.68%，电厂自动化14.99%，信息技术业务 9.47%，水电自动化2.02%，电力电子2.01%，信息安防1.82%，轨道交通自动化1.68%，智能一次设备 1.29%，其他(补充)0.37%，其他0.12%。 从基金十大重仓股角度 数据显 ...

Group 1 - The core viewpoint of the article highlights a significant increase in the power grid equipment sector, which rose by 6.94% on the trading day, with YN Power leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] - A detailed table of individual stock performances within the power grid equipment sector shows various stocks with their closing prices, percentage changes, trading volumes, and transaction amounts [1] Group 2 - The net inflow of main funds into the power grid equipment sector was 6.472 billion yuan, while retail funds experienced a net outflow of 2.429 billion yuan [3] - A breakdown of fund flows indicates that major stocks like TBEA and China XD Electric saw significant net inflows of 2.408 billion yuan and 1.807 billion yuan, respectively, while retail investors withdrew funds from these stocks [3] - The table of fund flows provides insights into the net inflows and outflows for various stocks, highlighting the contrasting behaviors of institutional and retail investors [3]