国电南自（600268.SH）8月19日在投资者互动平台表示，公司未开展液冷业务，公司主要在电力、工 业、新能源等领域为客户提供配套自动化产品、信息化产品等电气二次设备及整体解决方案。 每经AI快讯，有投资者在投资者互动平台提问：公司有液冷相关技术或者业务么？ （文章来源：每日经济新闻） ...

Group 1 - The company Nanjing Guodian Nanzi Electric Grid Automation Co., Ltd. has applied for a patent related to the carbon optimization control modeling method for ice storage air conditioning systems in integrated energy systems, with the publication number CN120493497A and application date of April 2025 [1] - The patent involves establishing mathematical models for the operation modes of the refrigeration main engine and ice storage equipment, as well as a joint cooling mode model, aimed at optimizing energy and carbon management [1] - The company has a total of 1,591 patent records and has participated in 5,000 bidding projects, indicating a strong focus on innovation and market engagement [2] Group 2 - Nanjing Guodian Nanzi Electric Grid Automation Co., Ltd. was established in 1999 and is primarily engaged in the production and supply of electricity and heat, with a registered capital of 77.9 million RMB [2] - The company has made investments in one other enterprise and holds seven administrative licenses, showcasing its operational breadth and regulatory compliance [2]

Group 1 - The company, Guodian Nanzi (600268.SH), is actively involved in various business areas in Xinjiang, including power grid automation products, power plant automation products, information and security technology services, and EPC contracting for wind and solar power projects [1][2] - The company has participated in the construction of major projects in Xinjiang, such as the Tianshan North Foothill Base, Daban City, and Mulei, focusing on multiple renewable energy projects [1]

Group 1 - The company, Guodian Nanzi (600268.SH), is actively involved in various business areas in the Xinjiang region, including power grid automation products, power plant automation products, information and security technology services, and comprehensive energy contracting services [1] - The company is participating in the construction of major renewable energy projects in Xinjiang, such as the Tianshan North Foothill Base, Daban City, and Mulei [1] - The company offers EPC (Engineering, Procurement, and Construction) services for wind power, photovoltaic power, and booster stations [1]

Group 1 - The Yaxia Hydropower concept increased by 2.22%, ranking second among concept sectors, with 57 stocks rising, including Shen Shui Institute and others reaching the daily limit [1][2] - The leading stocks in the Yaxia Hydropower concept include Shanhe Intelligent, Guodian Nanzi, and Beixin Road Bridge, with significant increases of 10.03%, 9.97%, and 10.02% respectively [3][4] - The concept attracted a net inflow of 2.071 billion yuan from main funds, with Shanhe Intelligent receiving the highest net inflow of 840.20 million yuan [2][3] Group 2 - The top three stocks by net inflow ratio in the Yaxia Hydropower concept are Guodian Nanzi at 26.42%, Shanhe Intelligent at 18.11%, and Beixin Road Bridge at 17.20% [3][4] - Other notable stocks with significant increases include Sheyan Institute with a rise of 12.78% and Wuxin Tunnel Equipment with an increase of 10.28% [1][2] - The overall market performance shows a mixed trend, with some sectors like Xinjiang Revitalization gaining 2.98% while others like Huawei Euler declining by 3.08% [2]

Core Viewpoint - Guodian Nanzi has won the bid for the key power supply project of China Yajiang Group in Linzhi, which is strategically significant for providing stable and reliable power to the Yaxia Hydropower Station [1] Company Summary - Guodian Nanzi (600268) has been awarded a significant contract that will enhance its role in the energy sector [1] - The project is expected to optimize the energy structure in the Linzhi region and promote the development and utilization of clean energy [1] Industry Summary - The Linzhi power supply project is crucial for ensuring reliable electricity supply to a major hydropower station, indicating a focus on renewable energy sources in the region [1] - The project aligns with broader trends in the energy industry towards clean energy development and infrastructure improvement [1]

Industry Overview - The reed relay, composed of a reed switch and coil, is a key electronic switching component in modern electrical control systems due to its compact size, rapid response, and high reliability [1][18] - The application of reed relays is expanding in automation control, industrial equipment, and information transmission, driven by China's economic growth and technological advancements [1][18] - The market size of China's reed relay industry is projected to grow from 1.899 billion yuan in 2021 to 2.519 billion yuan in 2024, with a compound annual growth rate (CAGR) of 9.87% [1][18] - By 2025, the market size is expected to reach 3.036 billion yuan, supported by technological innovation and expanding application areas [1][18] Market Demand and Trends - The acceleration of industrial automation, particularly in the new energy sector, smart grid construction, and the rapid development of IoT technology, is creating significant market demand for reed relays [1][18] - The industry is benefiting from national policies promoting energy conservation, emission reduction, and smart manufacturing, presenting new development opportunities [1][18] Industry Structure - The reed relay industry has a relatively complete supply chain, covering upstream raw material supply, midstream research and manufacturing, and downstream application markets [12] - Upstream materials include iron-nickel alloys, glass tubes, precious metals, excitation coils, epoxy resins, and inert gases [12] Key Companies - Major companies in the reed relay industry include Kunshan Guoli Electronics Technology Co., Ltd., Shenzhen Magtech Electronics Co., Ltd., Shanghai Meigaole Electronics Co., Ltd., and Shanghai Standex-Meder Electronics Co., Ltd. [20][21] - Kunshan Guoli Electronics is noted for its vacuum relay products, including reed relays designed for RF and high-power applications, with projected revenue of 778 million yuan in 2024, a 15.43% increase [22] - Shenzhen Magtech focuses on producing various electronic components, including small-sized reed relays and high-voltage relays [24] Future Development Trends - The industry is expected to enhance performance by optimizing reed materials and improving packaging processes to increase environmental resistance [26] - There is a growing demand for miniaturized reed relays driven by the rapid development of consumer electronics and IoT devices [28] - Low-power reed relays are increasingly sought after in green energy sectors, with innovations aimed at reducing energy consumption while maintaining high sensitivity [29]

Group 1 - The core viewpoint of the article highlights the financial performance and market activity of Guodian Nanzi (国电南自), indicating a significant increase in revenue and profit for the first quarter of 2025, alongside a decline in stock price and net outflow of funds [1][3] - As of July 30, 2025, Guodian Nanzi's stock closed at 9.29 yuan, down 2.72%, with a trading volume of 495,600 hands and a transaction amount of 463 million yuan [1] - The company's latest quarterly report shows total operating revenue of 1.854 billion yuan, a year-on-year increase of 50.79%, and a net profit attributable to shareholders of 29.8036 million yuan, up 260.49% year-on-year [1] Group 2 - The company has a current liquidity ratio of 1.408 and a quick ratio of 1.184, with a debt-to-asset ratio of 60.47% [1] - Guodian Nanzi has made investments in 40 companies and participated in 5,000 bidding projects, indicating active engagement in the market [2] - The company holds 34 trademark registrations and 783 patents, along with 45 administrative licenses, showcasing its intellectual property portfolio [2]

每经AI快讯，有投资者在投资者互动平台提问：公司重点突破的虚拟电厂调控系统（接入1.2万个分布 式电源）可接入哪些领域？公司在虚拟电厂领域的行业优势与地位如何？ 国电南自（600268.SH）7月30日在投资者互动平台表示，公司虚拟电厂调控系统可接入分布式光伏、 储能、充电桩、冰蓄冷、楼宇空调、微电网及多类型工业可调负荷等。公司充分聚焦虚拟电厂战新产业 发展，目前已形成了虚拟电厂全套产品和整体解决方案，具备能碳虚拟电厂系统研发和参与建设的能 力。 （文章来源：每日经济新闻） ...

格隆汇7月30日丨国电南自(600268.SH)在互动平台表示，公司虚拟电厂调控系统可接入分布式光伏、储 能、充电桩、冰蓄冷、楼宇空调、微电网及多类型工业可调负荷等。公司充分聚焦虚拟电厂战新产业发 展，目前已形成了虚拟电厂全套产品和整体解决方案，具备能碳虚拟电厂系统研发和参与建设的能力。 ...