NARI-TECH(600406)

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摩根大通将国电南瑞评级上调至超配
Xin Lang Cai Jing· 2025-09-29 17:25
Core Viewpoint - JPMorgan has upgraded the rating of State Grid NARI Technology Co., Ltd. to "overweight" [1] Group 1 - The upgrade reflects positive expectations for the company's future performance and market position [1]
摩根大通将国电南瑞评级上调至超配。
Xin Lang Cai Jing· 2025-09-29 17:11
Core Viewpoint - JPMorgan has upgraded the rating of Guodian NARI to "overweight" [1] Company Summary - The upgrade reflects positive sentiment towards Guodian NARI's future performance and potential growth [1]
南瑞牵头编制的首个ITU-T国际标准《基于物联网的光伏储能协同管控框架》正式立项
Zhong Guo Neng Yuan Wang· 2025-09-29 11:29
Group 1 - The ITU-T international standard titled "IoT-based Photovoltaic Energy Storage Collaborative Control Framework" has been officially approved, marking a significant milestone in the field of photovoltaic energy storage collaborative control [1][2] - The standard addresses challenges faced by traditional photovoltaic systems, such as low operational efficiency, high labor costs, and yield fluctuations due to environmental changes, by defining a framework that maximizes photovoltaic utilization, enhances flexibility, and reduces operational and maintenance costs [2][4] - The standard was developed by NARI Technology Co., a subsidiary of NARI Group, with guidance from the Technical Standards Center, and received high recognition from ITU-T member countries and international experts during the meeting [2][4] Group 2 - NARI Group is actively involved in areas such as virtual power plant agency, distributed photovoltaic monitoring, energy storage optimization, and smart energy operation, with the new standard aimed at reducing operational costs and improving economic and safety metrics for users [4] - The integration of the standard with NARI's engineering practices demonstrates a high degree of compatibility, providing a technically advanced and effective Chinese solution for global smart photovoltaic energy storage collaborative construction [4][8] - NARI plans to continue strengthening its international standard layout and core standard development, promoting standard innovation to empower industry growth, while also focusing on cultivating international standardization talent to enhance its global influence and industry voice [8]
首提降碳目标,展现大国担当
HTSC· 2025-09-26 09:46
证券研究报告 工业/公用环保 首提降碳目标,展现大国担当 华泰研究 2025 年 9 月 26 日│中国内地 动态点评 电力设备与新能源 增持 (维持) 公用事业 增持 (维持) 王嵩 联系人 alanwang@htsc.com +(852) 3658 6000 李科毅* 联系人 SAC No. S0570125030018 likeyi@htsc.com +(86) 10 6321 1166 刘俊 研究员 SAC No. S0570523110003 SFC No. AVM464 边文姣 研究员 SAC No. S0570518110004 SFC No. BSJ399 苗雨菲 研究员 miaoyufei@htsc.com +(86) 21 2897 2228 SFC No. BTM578 戚腾元 研究员 qitengyuan@htsc.com +(86) 21 2897 2228 马梦辰,CFA 研究员 SAC No. S0570524100001 SFC No. BUM666 徐嘉欣* 联系人 SAC No. S0570125070136 xujiaxin@htsc.com +(86) 21 2897 ...
电力设备及新能源行业双周报(2025、9、12-2025、9、25):8月储能系统中标规模环比增长超10倍-20250926
Dongguan Securities· 2025-09-26 09:17
Investment Rating - The report maintains an "Overweight" rating for the power equipment and new energy industry [2] Core Insights - The energy storage system bidding scale in August 2025 saw a month-on-month increase of over 10 times, reaching 17.7GW/45.7GWh, marking a year-on-year growth of 237.1% and 691.4% respectively [5][39] - The power equipment sector has outperformed the CSI 300 index, with a year-to-date increase of 38.91%, surpassing the index by 22.18 percentage points [12][18] - The report highlights significant growth in the grid-side energy storage system, which reached a bidding scale of 18.2GWh in August, reflecting a year-on-year increase of 437.2% and a month-on-month increase of 521.9% [40] Summary by Sections Market Review - As of September 25, 2025, the power equipment industry rose by 8.19% over the past two weeks, outperforming the CSI 300 index by 7.19 percentage points, ranking second among 31 industries [12] - The wind power equipment sector increased by 8.31%, while the battery sector saw a rise of 12.48% [18] Valuation and Industry Data - The power equipment sector's PE (TTM) is 34.90 times, with sub-sectors like the motor sector at 67.83 times and the battery sector at 37.26 times [25] - The report provides detailed valuation metrics for various sub-sectors, indicating a significant premium over historical averages [25] Industry News - The report notes China's commitment to reducing greenhouse gas emissions and increasing the share of non-fossil energy consumption to over 30% by 2035 [39] - It emphasizes the government's push for large-scale applications of energy storage equipment, focusing on safety and efficiency [39] Company Announcements - The report includes announcements from companies like Datang Group regarding a major offshore wind power project and various corporate actions from firms like Goldwind Technology and Longi Green Energy [42][43] Weekly Perspective - The report suggests focusing on leading inverter companies benefiting from the development of new energy storage technologies, highlighting specific companies such as Guodian NARI and Sunshine Power [44]
2025云栖大会:超70%能源央企接入阿里云AI
Huan Qiu Wang· 2025-09-26 04:17
Core Insights - Over 70% of China's energy state-owned enterprises have integrated Alibaba's AI technology, including major players like State Grid, Southern Power Grid, Sinopec, and others, across the entire energy spectrum [1] - The energy sector is under strict technological selection requirements due to "energy security" and "dual carbon" goals, leading to a preference for Alibaba Cloud's full-stack AI capabilities [1] - The State Grid has launched the "Bright Power Model," a comprehensive multimodal industry model supported by Alibaba, which has achieved the highest professional capability rating [1] Group 1: Electricity Sector - State Grid and Southern Power Grid are leveraging AI to address challenges in grid stability caused by large-scale integration of renewable energy [1] - The "Bright Power Model" is recognized as the most comprehensive and capable model in the electricity sector, providing support for safe and stable grid operations [1] - The model's professional capability exceeds that of mainstream models by an average of 15% [1] Group 2: Metering and Automation - Southern Power Grid has upgraded its metering automation system to a leading "Metering Brain," enhancing efficiency and fault recovery rates [3] - The AI Commander developed in collaboration with Alibaba integrates multiple AI functions, resulting in an 8-fold increase in work order processing efficiency and an 80% self-healing rate for faults [3] Group 3: Oil and Gas Sector - The National Pipeline Group has built an open service and trading platform for over 50,000 kilometers of oil and gas pipelines, utilizing Alibaba's AI technology [5] - The platform has improved demand submission efficiency by 60% and enables rapid response for urgent resource allocation [5] Group 4: Coal Industry - China Coal Technology and Engineering Group has integrated AI models into its operations, enhancing decision-making for intelligent mining and disaster prevention [5] - A strategic cooperation agreement has been signed with Alibaba Cloud to develop an AI foundation platform for the coal industry [5] Group 5: Industry Recognition - The choice of Alibaba AI by energy state-owned enterprises reflects recognition of Alibaba Cloud's full-stack AI capabilities [7] - The goal of digital transformation in the energy sector is to achieve greater safety, stability, lower carbon emissions, and higher efficiency [7]
电网设备板块9月25日涨0.47%,广电电气领涨,主力资金净流出4亿元



Zheng Xing Xing Ye Ri Bao· 2025-09-25 08:44
Market Overview - The grid equipment sector increased by 0.47% compared to the previous trading day, with Guodian Electric leading the gains [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Top Performers - Guodian Electric (601616) closed at 4.27, up 10.05% with a trading volume of 1.0844 million shares and a transaction value of 459 million [1] - Xidian New Energy (603312) closed at 50.67, up 10.01% with a trading volume of 70,100 shares and a transaction value of 348 million [1] - Zhongchao Holdings (002471) closed at 5.42, up 9.94% with a trading volume of 1.5116 million shares and a transaction value of 812 million [1] Underperformers - Hangdian Co. (603618) closed at 16.6, down 9.99% with a trading volume of 1.6671 million shares and a transaction value of 1.679 billion [2] - Changjiang Cable (001208) closed at 13.65, down 6.83% with a trading volume of 846,600 shares and a transaction value of 1.18 billion [2] - ST Huicheng (002168) closed at 4.19, down 3.68% with a trading volume of 111,100 shares and a transaction value of 47.11 million [2] Capital Flow - The grid equipment sector experienced a net outflow of 400 million from institutional investors, while retail investors saw a net inflow of 470 million [2][3] - Major net inflows were observed in Zhongchao Holdings (002471) with 398 million, and Guodian Electric (601616) with 93.39 million [3] - Institutional investors showed a significant net outflow from Hangdian Co. (603618) with 1.66 billion and Changjiang Cable (001208) with 1.20 billion [3]
国电南瑞科技股份有限公司2025年半年度权益分派实施公告
Shang Hai Zheng Quan Bao· 2025-09-23 19:17
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:600406 证券简称:国电南瑞 公告编号:临2025-053 国电南瑞科技股份有限公司 2025年半年度权益分派实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示: ● 每股分配比例 A股每股现金红利0.147元(含税) 一、通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025年5月27日的2024年年度股东大会授权公司董事会在符合半年度利润分配 条件和分配计划的情况下制定具体的2025年半年度利润分配方案。公司于2025年8月26日召开第九届董 事会第七次会议审议通过2025年半年度利润分配方案。 二、分配方案 1.发放年度:2025年半年度 2.分派对象: 截至股权登记日下午上海证券交易所收市后,在中国证券登记结算有限责任公司上海分公司(以下简 称"中国结算上海分公司")登记在册的本公司全体股东。 根据《上海证券交易所上市公司自律监管指引第7号一回购股份》的规定,公司存放于回购专用证券账 户的股份不参与本次利润分配。 3.差异化分 ...
国电南瑞:调整回购价格上限
Zheng Quan Ri Bao Zhi Sheng· 2025-09-23 12:08
(编辑 楚丽君) 证券日报网讯 9月23日晚间,国电南瑞发布公告称,调整前回购价格上限不超过人民币33.70元/股(含 本数),调整后回购价格上限不超过人民币33.55元/股(含本数)。回购价格调整起始日期为2025年9 月30日。 ...
国电南瑞:2025年半年度权益分派实施公告
Zheng Quan Ri Bao Zhi Sheng· 2025-09-23 12:08
证券日报网讯 9月23日晚间,国电南瑞发布公告称,2025年半年度利润分配方案为A股每股现金红利 0.147元(含税),股权登记日为2025年9月29日,除权(息)日为2025年9月30日。 (编辑 楚丽君) ...