人民财讯8月19日电，2025年8月13日，国电南瑞（600406）承建的香港海洋公园低压柔直项目正式投 运，为园内"大熊猫之旅"构建了交直流混联的配电系统，进一步提升供电可靠性和稳定性。该项目是香 港地区首个低压柔直工程，也是南瑞自主研发的构网型柔直变流器首次在境外应用。 ...

Core Insights - The State Intellectual Property Office of China has granted a patent for a method and device for checking the polarity and phase sequence of public winding CTs in autotransformers to several companies including Guodian NARI Technology Co., Ltd. and State Grid Electric Power Research Institute [1][2] Company Summaries - Guodian NARI Technology Co., Ltd. was established in 2001 and is based in Nanjing, primarily engaged in software and information technology services. The company has a registered capital of 8032.09 million RMB and has invested in 42 companies, participated in 5000 bidding projects, holds 13 trademark registrations, 5000 patents, and possesses 181 administrative licenses [1][2] - State Grid Electric Power Research Institute was also founded in 2001 and is located in Nanjing, focusing on the manufacturing of instruments and meters. The company has a registered capital of 6085 million RMB, invested in 15 companies, participated in 678 bidding projects, holds 11 trademark registrations, 3230 patents, and has 23 administrative licenses [1][2] - Guodian NARI Nanjing Control System Co., Ltd. was established in 1993, located in Nanjing, and primarily provides professional technical services. The company has a registered capital of 1500 million RMB, invested in 1 company, participated in 5000 bidding projects, holds 2898 patents, and has 12 administrative licenses [2] - NARI Group Co., Ltd. was also founded in 1993 and is based in Nanjing, focusing on the manufacturing of instruments and meters. The company has a registered capital of 2000 million RMB, invested in 25 companies, participated in 5000 bidding projects, holds 31 trademark registrations, 3342 patents, and possesses 62 administrative licenses [2]

Core Viewpoint - The A-share market shows a slight decline with the Shanghai Composite Index closing at 3727.29 points, just above the five-day moving average, indicating a stable market trend despite a minor drop of 0.02% [1] Group 1: Market Overview - The total trading volume of A-shares reached 26,406.80 billion yuan today [1] - A total of 740 A-shares have surpassed the five-day moving average, reflecting a positive market sentiment [1] Group 2: Individual Stock Performance - Stocks with significant deviation from the five-day moving average include: - Boji Pharmaceutical (博济医药) with a deviation rate of 15.25% and a daily increase of 19.98% [2] - Nongshang Environment (农尚环境) with a deviation rate of 14.42% and a daily increase of 20.02% [2] - Tongyuan Environment (通源环境) with a deviation rate of 13.12% and a daily increase of 17.86% [2] - Other notable stocks with smaller deviation rates include: - Guodian Nari (国电南瑞) and Huatu Shanding (华图山鼎), which have just crossed the five-day moving average [1]

Core Insights - The 2025 Fortune Global 500 list shows that the revenue threshold for inclusion is $32.2 billion, a slight increase from the previous year [4] - The top three companies are Walmart, Amazon, and State Grid, with Apple and Nvidia ranking 8th and 66th respectively [4] - The United States leads with 138 companies, followed by China with 130, and Japan with 38 [5] Group 1: Global Company Distribution - The United States has 138 companies on the list, a decrease of one from last year, while China has 130, down by three [5] - Japan ranks third with 38 companies, also down by two [6] - Together, these three countries account for over 60% of the total number of companies, revenue, and profits on the list [5] Group 2: City Distribution - Beijing ranks first globally with 47 companies, although it has decreased by two from the previous year [7] - Tokyo follows with 26 companies, and New York has 14 [7] - Shanghai and London are tied for fourth with 12 companies each [7] Group 3: Chinese City Distribution - In China, Beijing leads with 47 companies, followed by Shanghai with 12, and Shenzhen and Hangzhou with 9 each [9] - The Greater Bay Area has a total of 23 companies, with Guangdong contributing 18 [15] - The top cities in the Greater Bay Area include Shenzhen, Guangzhou, and Hong Kong [15] Group 4: Company Performance - The total revenue of Chinese companies on the list is approximately $10.7 trillion, a year-on-year decrease of 3% [5] - Average sales revenue for Chinese companies is $82 billion, lower than the $105.8 billion average for U.S. companies [5] - The average profit for Chinese companies is $4.2 billion, about half of that of U.S. companies [5] Group 5: Notable Chinese Companies - Notable companies from China include State Grid, China National Petroleum, and Sinopec, with revenues of $54.84 billion, $41.26 billion, and $40.75 billion respectively [20][21] - The list includes three real estate companies: Vanke, Country Garden, and Greenland Holdings, with Country Garden making a return to the list [4][20]

Core Viewpoint - The demand for smart ring network cabinets is significantly influenced by the State Grid Corporation of China, which is a major user of distribution equipment and plays a leading role in the construction of smart grids and new power systems in China. The total tender volume for smart ring network cabinets is expected to reach 36,631 units in 2024, reflecting a year-on-year increase of 40.02% [1][10]. Market Policy - The smart ring network cabinet falls under the category of "C38 Electrical Machinery and Equipment Manufacturing" in China's national economic industry classification. The development of this industry is supported by various policies aimed at enhancing the safety and efficiency of the power system, including guidelines for rural power grid enhancement and the promotion of intelligent manufacturing [4][6]. Industry Chain - The upstream of the smart ring network cabinet industry includes suppliers of metals such as copper, aluminum, and steel, as well as insulation materials and electronic components. The downstream market primarily consists of applications in urban residential areas, secondary substations, and industrial enterprises [7]. Development Status - The primary customers for smart ring network cabinets are subsidiaries of the State Grid, which imposes strict quality and technical requirements on distribution equipment. The demand from the State Grid serves as a barometer for the market's development [9][10]. Competitive Landscape - The smart ring network cabinet market in China is characterized by a fragmented competitive landscape, with 296 companies winning tenders in 2024, totaling 14.6 billion yuan. Key players include Guodian NARI Technology Co., Ltd., Beijing Haochuang Ruitong Electric Equipment Co., Ltd., and Keda Intelligent Electric Technology Co., Ltd. [13][14]. Development Trends - Future advancements in technologies such as 5G, IoT, big data, and AI are expected to enhance the capabilities of smart ring network cabinets, enabling faster response times and more efficient data processing. The demand for high-capacity ring network cabinets is anticipated to grow due to increasing power needs and the expansion of the power grid [21].

Core Insights - The State Grid Corporation of China has received preliminary approval from Brazil's Renewable Energy Agency (Ibama) for the construction of the "Northeast Brazil Ultra-High Voltage Project" transmission line, marking a significant milestone in the country's infrastructure development [1] Investment Project Details - This project represents the largest transmission concession project in Brazil's history, with an estimated investment of 21 billion Brazilian Reais [1] - The project was independently won by the State Grid Corporation on December 15, 2023, and aims to aggregate and transmit clean energy sources such as wind, solar, and hydroelectric power from northeastern and northern Brazil [1] - The transmission line will pass through Maranhão, Tocantins, and Goiás states, serving the electricity needs of approximately 12 million people in key areas, including the Federal District [1] - The project is scheduled to be operational by 2029, with a concession period of 30 years, and the legal operational date set for March 2030 [1]

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002879 | 长缆科技 | 1.23 6 | 22.91% | -5911.72万 | -11.02% | -6382.22万 | -11.89% | | 002706 | 良信股份 | 8003.81万 | 9.38% | 1470.20万 | 1.72% | -9474.01万 | -11.10% | | 300001 | 特倪德 | 6836.83万 | 8.00% | -5169.07万 | -6.04% | -1667.77万 | -1.95% | | 301291 | 明阳电气 | 6791.75万 | 8.45% | -6567.61万 | -8.17% | -224.15万 | -0.28% | | 002533 金杯电工 | | 6328.20万 | 10.43% | -4770.00万 | -7.86% | -1558.20万 | -2.57% ...

内容概要：智能柱上开关下游主要客户为国家电网下属企业，国家电网是我国配电设备主要使用企业之 一，同时也是我国智能电网和新型电力系统建设的主导者之一，对配电设备产品质量和技术含量有严格 的要求，因此，国家电网对智能柱上开关的市场需求能在一定程度上反映智能柱上开关市场的发展情 况。国家电网对相关产品的招标总量，受到外部宏观环境、产业政策、项目建设安排和实施进度、前期 已招标数量和产品具体需求时点等因素的影响，导致各年度相关产品的招标总量存在一定波动，受国家 电网配网物资协议库存采购安排的影响，2017年至2024年，智能柱上开关招标总量存在一定的波动，但 总体保持增长趋势，2024年国家电网智能柱上开关招标总量由2018年的6.38万台/套增至23.22万台/套。 上市企业：宏力达（688330）、许继电气（000400）、金冠电气（688517）、双杰电气（300444）、大 烨智能（300670）、正泰电器（601877）、国电南瑞（600406）、ST合纵（300477）、北京科锐 （002350） | 相关指标 | 国家电网要求 | | --- | --- | | 额定短路开断电流 | 20kA | | ...

国电南瑞科技股份有限公司（以下简称"国电南瑞"、"公司"）于2024年8月27日召开第八届董事会第二 十五次会议、第八届监事会第十八次会议审议通过了《关于使用部分闲置募集资金进行现金管理的议 案》，同意公司在不影响公司募投项目建设实施、募集资金使用计划和保证募集资金安全的情况下，将 使用额度不超过人民币14.31亿元（含14.31亿元）的暂时闲置募集资金进行现金管理（即购买安全性 高、满足保本要求、流动性好、产品期限不超过12个月的金融机构结构性存款），额度的有效期为自董 事会审议通过之日起不超过12个月且在该额度内可滚动使用。 公司及募投项目实施子公司实施了上述现金管理事项，通过募集资金专项账户开户银行招商银行股份有 限公司南京分行南昌路支行及中信银行股份有限公司南京分行城北支行、募集资金理财产品专用结算账 户开户银行交通银行股份有限公司南京江宁支行在额度有效期内滚动累计购买结构性存款57.24亿元， 上述结构性存款单日最高余额为14.31亿元，不存在超过审批额度购买结构性存款的情形。上述现金管 理产品已按期收回42.93亿元，归还至募集资金专户。具体内容详见上海证券交易所网站 （www.sse.com.c ...

（文章来源：证券日报） 证券日报网讯 8月13日晚间，国电南瑞发布公告称，公司及子公司于2025年8月12日到期收回募集资金 现金管理产品合计143，100万元，收回收益469.62万元。 ...