蓝思科技：拟以5亿元-10亿元回购公司股份，用于实施员工持股计划或股权激励计划。回购 股份价格上限35元/股。 4月8日盘前，"国家队"果断出手之际，A股上市公司也掀起回购潮，用行动表信心，为市场注入稳定信 号。 招商局集团旗下7家上市公司计划提速实施股份回购计划，贵州茅台已着手起草新一轮回购股份方案， 国泰君安、美的集团、复星医药、京东方Ａ、蓝思科技等也纷纷加入回购： 招商局集团旗下7家上市公司招商蛇口、招商港口、招商轮船、招商公路、中国外运、辽港 股份、招商积余集体发布公告，基于对公司未来发展前景的坚定信心及内在价值的高度认 可，计划提速实施股份回购计划，切实维护上市公司全体股东权益，持续巩固市场对上市公 司的信心，提升上市公司投资价值。 贵州茅台：公司已着手起草新一轮回购股份方案，公司控股股东已着手起草增持方案。据公 告，截至2025年4月7日，贵州茅台已累计回购股份1,315,901股，占公司总股本的比例为 0.1048%，购买的最高价为1,584.06元/股、最低价为1,417.01元/股，已支付的总金额为 1,948,495,151.53元（不含交易费用）。上述回购进展符合法律法规的规定及公司披露 ...

国泰君安公告，公司董事长朱健于2025年4月7日提议，公司通过集中竞价交易方式回购部分公司A股股 份，回购股份将用于维护公司价值及股东权益。回购股份种类为人民币普通股(A股)股票，价格上限不 高于董事会审议通过回购股份方案决议前30个交易日公司股票交易均价的150%，资金总额为10亿元-20 亿元，资金来源为公司自有资金，回购期限为自董事会审议通过方案之日起3个月内。 东方证券：拟以2.5亿元-5亿元回购股份 A股市场剧烈波动关键时刻，上市公司回购潮再起！据不完全统计，从昨日收盘到今晨，A股超20家上 市公司发布回购计划或提速回购计划。 "招商系"7家上市公司：坚定信心提速回购 招商局集团旗下7家上市公司招商蛇口（001979）、招商港口（001872）、招商轮船（601872）、招商 公路（001965）、中国外运（601598）、辽港股份（601880）、招商积余（001914），4月8日盘前集体 发布公告，基于对公司未来发展前景的坚定信心及内在价值的高度认可，计划提速实施股份回购计划， 切实维护上市公司全体股东权益，持续巩固市场对上市公司的信心，提升上市公司投资价值。 国泰君安：董事长提议以10亿元-2 ...

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个别及连带责任。 国电南瑞科技股份有限公司（以下简称"本公司"或"公司"）于 2025 年 4 月 7 日收到公司董事长山社武先生（以下简称"提议人"）《关于提议国电南 瑞科技股份有限公司回购公司部分股份的函》，具体内容如下： 一、提议人的基本情况及提议时间 证券代码：600406 证券简称：国电南瑞 公告编号：临 2025-016 国电南瑞科技股份有限公司 关于董事长提议回购公司部分股份的提示性公告 5、回购股份的资金总额：人民币 5 亿元-10 亿元，具体以董事会审议通过 的回购股份方案为准。 1 1、提议人：公司董事长山社武先生 2、提议时间：2025 年 4 月 7 日 二、提议回购股份的原因和目的 为维护公司全体股东利益，增强投资者信心，建立健全公司长效激励机制， 稳定及提升公司价值，基于对公司未来发展的信心，公司董事长山社武先生提议 公司通过集中竞价交易方式回购部分公司股份，回购的股份将用于未来实施股权 激励计划。 三、提议内容 1、回购股份的种类：公司发行的人民币普通股（A 股 ...

证券代码：600406 证券简称：国电南瑞 公告编号：临2025-015 国电南瑞科技股份有限公司 关于部分高级管理人员变更的公告 国电南瑞科技股份有限公司董事会 二〇二五年四月八日 总会计师简历 李芳女士，1975年7月出生，研究生学历，硕士学位，正高级会计师，中国注册会计师。历任南京南瑞 集团公司（国网电力科学研究院）财务资产部主任，南瑞集团有限公司（国网电力科学研究院有限公 司）财务资产部主任，南瑞集团有限公司（国网电力科学研究院有限公司）副总会计师兼财务资产部主 任、党支部书记，英大国际信托有限责任公司总会计师、党委委员等职。现任国网电力科学研究院有限 公司（南瑞集团有限公司）党委委员，国电南瑞科技股份有限公司总会计师、党委委员。 2025年4月7日，国电南瑞科技股份有限公司（以下简称"国电南瑞"、"公司"）召开第九届董事会第二次 会议，本次董事会以现场结合视频方式召开，应到董事12名，实到董事12名，公司监事及高级管理人员 列席了本次会议，会议由董事长山社武先生主持。本次会议以12票同意，0票反对，0票弃权，审议通过 了《关于公司部分高级管理人员变更的议案》，现将具体情况公告如下： 国电南瑞董事会于 ...

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个别及连带责任。 2025 年 4 月 7 日，国电南瑞科技股份有限公司（以下简称"国电南瑞"、 "公司"）召开第九届董事会第二次会议，本次董事会以现场结合视频方式召开， 应到董事 12 名，实到董事 12 名，公司监事及高级管理人员列席了本次会议，会 议由董事长山社武先生主持。本次会议以 12 票同意，0 票反对，0 票弃权，审议 通过了《关于公司部分高级管理人员变更的议案》，现将具体情况公告如下： 国电南瑞董事会于近日收到公司总会计师魏蓉女士的书面辞职报告。因工作 变动，魏蓉女士不再担任公司总会计师职务。 根据《公司法》、《公司章程》等相关规定，经公司总经理提名，公司董事 会提名委员会、审计与风险管理委员会审核，公司董事会同意聘任李芳女士为公 司总会计师，聘期至本届董事会届满日止。 公司及董事会对魏蓉女士在担任总会计师期间对公司发展所作出的贡献表 示衷心感谢！ 证券代码：600406 证券简称：国电南瑞 公告编号：临2025-015 国电南瑞科技股份有限公司 关于部分高级管理人员变更的公 ...

Summary of Conference Call on China Power Grid Equipment Industry Overview - The conference call discusses the ultra-high voltage (UHV) equipment sector in China, specifically focusing on the results of the first batch of equipment procurement for UHV transmission line construction in 2025, announced by State Grid [1][2]. Key Points Procurement Results - The total value of the first batch of equipment procurement is Rmb1.959 billion, representing 2% of the projected UHV line capital expenditure in China for 2025 [1]. - A total of 38 power grid equipment manufacturers received new orders, with Shandong Electrical Engineering & Equipment Hitachi High-Voltage Switchgear leading with Rmb964 million (49.2% market share) [3]. Company-Specific Insights - **Pinggao**: - Secured Rmb308 million in new orders, accounting for 15.7% market share, which is significantly lower than its usual 30-40% range [4][6]. - The company has many orders from the previous year, mitigating concerns about the lower market share in this batch [6]. - **NARI Technology**: - Won Rmb45 million (2.3% market share) but noted that this batch primarily focused on AC UHV transmission lines, while their products are mainly for DC UHV lines [7]. - Anticipates gaining more orders in the upcoming batches, which will include DC UHV line products [7]. - **XJ Electric**: - Received Rmb27 million (1.4% market share) and echoed NARI's concerns regarding the focus on AC products in this batch [7]. - **Sieyuan**: - Achieved only Rmb7.8 million (0.4% market share) but is not worried due to a strong backlog of orders from previous years, with a reported 25% year-over-year increase in new orders in 2024 [8]. Market Dynamics - The allocation of orders in this batch favored Shandong Electrical Engineering & Equipment due to its capacity to deliver 13 units of GIS of 1,000kV [6]. - The overall sentiment among companies is that the lower order volumes in this batch will not significantly impact profit growth for 2025-2026, especially for Pinggao and Sieyuan, which have substantial existing orders [6][8]. Investment Recommendations - The report highlights Pinggao and Sieyuan as top picks in the sector, suggesting a positive outlook for these companies despite the current bidding results [1]. Additional Insights - The average package size for the 55 bid packages in this batch was Rmb35.62 million [2]. - The focus on AC UHV lines in this procurement round indicates a potential shift in market demand, which may affect future order distributions among companies specializing in DC UHV products [7]. This summary encapsulates the key findings and insights from the conference call regarding the UHV equipment sector in China, highlighting the competitive landscape and individual company performances.

Core Viewpoint - The China Securities Central Enterprises New Momentum Theme Index has experienced a decline, reflecting the overall performance of selected central enterprise listed companies in manufacturing, technology, and modern services sectors [1][2] Group 1: Index Performance - The index opened lower and fluctuated, closing down 0.23% at 1593.32 points with a trading volume of 17.177 billion yuan [1] - Over the past month, the index has decreased by 0.93%, and it has fallen by 2.38% over the last three months and year-to-date [1] Group 2: Index Composition - The index comprises 45 representative listed companies from central enterprises under the State-owned Assets Supervision and Administration Commission, focusing on R&D investment, profitability, and industry cross-integration [1] - The top ten weighted stocks in the index are Hikvision (10.25%), Guodian NARI (9.28%), Changan Automobile (8.8%), AVIC Optoelectronics (7.12%), China Merchants Highway (3.75%), AVIC On-board (3.65%), Shenzhen South Road (3.58%), China Software (3.51%), Baoxin Software (3.4%), and AVIC High-Tech (2.74%) [1] Group 3: Market Distribution - The index's holdings are primarily listed on the Shenzhen Stock Exchange (58.81%), followed by the Shanghai Stock Exchange (40.91%) and the Beijing Stock Exchange (0.28%) [1] - The industry distribution of the index holdings shows that industrials account for 47.74%, information technology for 34.27%, consumer discretionary for 9.20%, financials for 4.14%, communication services for 3.83%, and materials for 0.83% [2] Group 4: Index Adjustment Mechanism - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December each year [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2]

| -广告 | | --- | 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 近日，中国电力企业联合会发布了 《2024年电化学储能电站行业统计数据》 ，对电化学储能电站装机情况、 电力电量、能效、可靠性等数据进行了总结。 2024年，全国电力安委会20家企业成员单位新增投运电站515座、总装机37.13GW/90.51GWh、同比增长超 100%。 新增电站主要是百兆瓦级以上大型电站 ，总装机27.53GW、同比增长170%以上、装机占比74.16%。 截至2024年底，累计投运电站 1473座 、总装机 62.13GW/141.37GWh （ 在运1373座、总装机 61.55GW/140.22GWh ，停用100座、总装机0.58GW/1.15GWh），相当于全国电源总装机的1.86%，相当于新 能源总装机的4.27%，在建电站227座、总装机8.99GW/18.12GWh。 独立储能增长最为迅猛，2024年新增装机23.22GW ，同比增长150%以上，占新增总装机的63%；其次为 新能 源配储，新增装机13.10GW ，同比增长58%。 独立储能累计投运 ...

Core Viewpoint - The article highlights the continuous innovation and high-quality development of state-owned enterprises in the electric power sector, emphasizing the importance of technology in ensuring the safety and stability of the power grid [1]. Group 1: Technological Innovations - The State Grid Electric Power Research Institute (NARI Group) has developed the largest electromagnetic compatibility laboratory in the power industry, which is used for extreme testing of relay protection devices in a pollution-free environment [1]. - The intelligent manufacturing area features 16 board production lines and 6 device production lines, capable of producing an average of 1 board per minute, which are essential for relay protection and stability control equipment [2]. - A new type of relay protection system has been developed that does not rely on power source characteristics, showcasing significant advancements in traditional technology frameworks [2][3]. Group 2: Importance of Relay Protection - Over 70% of major blackouts globally are triggered or exacerbated by incorrect actions of relay protection, underscoring the critical role of this technology in maintaining grid safety [2]. - The relay protection system aims to isolate faults in the power system in the shortest time and smallest area, preventing the spread and escalation of issues [2]. Group 3: Carbon Emission Monitoring - The Jiangsu thermal power generation energy-saving and emission reduction monitoring system covers 292 power plants and 670 units, with a total installed capacity exceeding 100 million kilowatts, making it the largest and most comprehensive monitoring system in the country [3]. - This system features an average of 2000 measurement points per unit, with data refreshing every 10 seconds, achieving full-process monitoring of thermal power emissions [3]. Group 4: Future Directions - The State Grid Jiangsu Electric Power Company plans to continue focusing on national strategies and deliver more innovative results to support energy transition [3].

Group 1 - The Shanghai Composite Index decreased by 0.46%, while the China Urban Transportation Index reported at 2438.85 points [1] - The China Urban Transportation Index fell by 0.77% over the past month, increased by 0.73% over the past three months, and has risen by 2.61% year-to-date [1] - The index series reflects the performance of listed companies influenced by changes in economic and consumption structures, focusing on themes such as intensive, intelligent, and green low-carbon development [1] Group 2 - The top ten holdings of the China Urban Transportation Index include BYD (12.66%), Huichuan Technology (5.39%), Hikvision (4.18%), ZTE Corporation (4.08%), and others [1] - The market share of the index holdings is 61.38% from Shenzhen Stock Exchange and 38.62% from Shanghai Stock Exchange [1] - The industry composition of the index holdings shows that industrials account for 39.97%, consumer discretionary for 28.22%, information technology for 16.66%, and communication services for 8.55% [2] Group 3 - The index sample is adjusted biannually, with adjustments implemented on the next trading day following the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2] - Companies that are delisted or undergo mergers, acquisitions, or splits are handled according to specific calculation and maintenance guidelines [2]