证券代码：600416 证券简称：湘电股份 公告编号：2025 临-055 同意：3 票 反对：0 票 弃权：0 票 监事会认为：公司本次调整募投项目拟投入募集资金金额，是根据募投项目实施和 募集资金到位等实际情况所做出的审慎决定，符合公司发展的实际情况，未改变募集资 金投向，不会对公司的正常经营产生重大不利影响，也不存在其他损害股东利益的情形。 同意公司本次调整募投项目拟投入募集资金金额，具体内容详见公司同日于上海证券交 易所网站披露的《湘潭电机股份有限公司关于调整部分募投项目拟投入募集资金金额的 公告》（公告编号：2025 临-056）。 2.审议通过了《关于调整部分募集资金专户金额的议案》 同意：3 票 反对：0 票 弃权：0 票 监事会认为：公司本次调整部分募集资金专户金额，有利于加强公司募集资金管理， 不会改变募集资金用途，不影响募集资金投资计划。同意本次调整部分募集资金专户金 额事项，具体内容详见公司同日于上海证券交易所网站披露的《湘潭电机股份有限公司 关于调整部分募集资金专户金额的公告》（公告编号：2025 临-057）。 湘潭电机股份有限公司 第九届监事会第九次会议决议公告 本公司监事会及全体 ...

证券代码：600416 证券简称：湘电股份 公告编号：2025 临-054 湘潭电机股份有限公司 第九届董事会第九次会议决议公告 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。 二、董事会会议审议情况 1、审议通过了《关于调整部分募投项目拟投入募集资金金额的议案》 同意：9 票 反对：0 票 弃权：0 票 公司本次调整募投项目募集资金金额，是根据募投项目实施和募集资金到位的实际 情况做出的审慎决定，不存在改变或变相改变募集资金用途、影响公司正常经营以及损 害股东利益的情形。本次调整有利于提高公司募集资金使用效率，优化资源配置，符合 公司未来发展的战略要求，符合公司及公司股东的长远利益。同意公司根据本次向特定 对象发行股票募集资金净额和募投项目实际情况调整部分募投项目募集资金的具体投 资金额，具体内容详见公司同日于上海证券交易所网站披露的《湘潭电机股份有限公司 关于调整部分募投项目拟投入募集资金金额的公告》（公告编号：2025 临-056）。 2、审议通过了《关于调整部分募集资金专户金额的议案》 一、董事会会议召开情况 湘潭电机 ...

Core Viewpoint - The performance of the Zhongzheng 1000 ETF Enhanced (561280) has shown a slight decline at the opening, with a reported drop of 0.33% to 1.517 yuan, indicating market volatility and investor sentiment towards the fund's holdings [1] Group 1: Fund Performance - The Zhongzheng 1000 ETF Enhanced (561280) has a performance benchmark based on the Zhongzheng 1000 Index return [1] - Since its establishment on August 31, 2023, the fund has achieved a return of 52.12% [1] - Over the past month, the fund has recorded a return of 5.46% [1] Group 2: Major Holdings - Key stocks in the fund include Xiangdian Co., which opened down 0.55%, and Haoyuan Pharmaceutical, which fell by 1.15% [1] - Other notable stocks include Xinqianglian, which rose by 0.43%, and Chujian New Materials, which increased by 0.40% [1] - The fund also holds shares in Nanwei Software, Zhenlei Technology, and Hongsoft Technology, with varying performance [1]

Core Viewpoint - The article highlights the advancements and breakthroughs in the electric motor industry in China, particularly focusing on the achievements of Xiangdian Group in developing high-efficiency and energy-saving electric motors, as well as their transition into new markets such as aviation and electric vehicles. Group 1: Technological Breakthroughs - The world's first steel pipe rolling line using permanent magnet synchronous motors has been established, showcasing high precision and low energy consumption [2] - Xiangdian's development of a large-power pure electric ducted fan propulsion system marks a significant step in the electrification of aviation in China [4][6] - The company has successfully created over 3,000 types of high-efficiency energy-saving motors, contributing to key industries like power energy, mining metallurgy, and transportation [20] Group 2: Historical Context and Evolution - Xiangdian Group has produced over 1,100 new products, with more than 100 filling national gaps, establishing itself as a leader in the Chinese electric motor industry [10] - The company’s transformation began over a decade ago when it seized the opportunity presented by the national strategy to promote high-efficiency motors, addressing the high energy consumption issues in the industrial sector [10] Group 3: Innovation and Manufacturing Challenges - The company invested over 19 million yuan to initiate a smart workshop project aimed at controlling micro-defects in silicon steel sheets to enhance motor efficiency [14] - Innovations in materials have allowed the company to reduce the thickness of wire coils from 0.7 mm to 0.5 mm, resulting in a 15% reduction in motor volume and a 10% reduction in weight [18] Group 4: Market Expansion and New Directions - Xiangdian is actively developing new aviation motor products, positioning itself in the emerging field of aviation electrification as traditional motor markets become saturated [23] - The company has successfully ventured into new markets, including the world's first 100-ton pure electric dump truck and the largest pure electric transport ship in domestic inland waters [25][26] - In the first seven months of this year, Xiangdian achieved revenue exceeding 3 billion yuan, demonstrating the effectiveness of its transformation efforts [27]

央视网消息：前两天看过了轴承，阀门这些传统老企业的转型发展之路，今天要跟您聊聊电机，也就是俗称的"马达"。小到驱动洗衣机、 电风扇运转的家用小马达，大到支撑数控机床轰鸣、为精密电子仪器供能的工业巨擎，它的每一次转动，都牵动着产业运转的"脉搏"。接下 来，我们先去见识两台非常厉害的新式电机。 眼前这条高速奔腾的钢铁"巨龙"正书写着全球电机领域的新纪录——它是世界首条主传动采用永磁同步电机的钢管轧机生产线。在这里， 每一根下线的钢管不仅精度高、而且能耗低，"魔力"都藏在产线上28台默默运转的永磁电机里，它们如同"心脏"般为整条生产线注入动能。 0.2毫米突破 老厂的精度与坚守 如果说车间里的永磁电机是"地面突破"，那另一款湘电自主研制的大功率纯电动涵道风扇推进系统，就像是为支线客机插上"绿色翅膀"。 刚刚我们看到的那两款改写行业规则的"神器"，都来自一家始建于1936年的老厂，这家工厂可以说是中国电机产业从无到有、从弱到强的 全过程见证人和参与者。那么中国电机产业这一路究竟是怎么走过来的，这其中又遭遇到了哪些不被人知的困难？ 在湖南湘电研究院试验中心，"95后"工程师曾四城和团队正在研发一款新的航空电机动力系统。 ...

证券日报网讯湘电股份（600416）9月26日在互动平台回答投资者提问时表示，截至2025年9月19日，公 司股东户数为49，497户。 ...

Market Overview - The electric motor sector experienced a decline of 1.87% on the previous trading day, with Sanxie Electric leading the drop [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Xiangdian Co. (600416) saw a significant increase in its stock price, closing at 16.71 with a rise of 10.01% and a trading volume of 1.1642 million shares, amounting to 1.908 billion yuan [1] - Other notable performers included Ocean Electric (002249) with a 2.56% increase, and Jiadian Co. (000922) with a 1.27% increase [1] - Conversely, Sanxie Electric (920100) led the decline with a drop of 6.61%, closing at 70.91, with a trading volume of 35,800 shares and a turnover of 259 million yuan [2] Capital Flow - The electric motor sector experienced a net outflow of 831 million yuan from institutional investors, while retail investors contributed a net inflow of 826 million yuan [2] - The data indicates that retail investors were more active in the market, contrasting with the outflow from institutional investors [2] Individual Stock Capital Flow - Xiangdian Co. (600416) had a net inflow of 376 million yuan from institutional investors, while it faced a net outflow of 216 million yuan from speculative funds [3] - Ocean Electric (002249) reported a net inflow of 62.63 million yuan from institutional investors and a net inflow of 126 million yuan from speculative funds [3] - Jiadian Co. (000922) had a net inflow of 36.62 million yuan from institutional investors, while it faced a net outflow of 7.65 million yuan from speculative funds [3]

Core Viewpoint - The defense and military industry sector is experiencing significant activity, with a notable rise in the defense military ETF (512810) and strong performance from key stocks, indicating a potential upward trend in the sector [1][3]. Group 1: Market Activity - On September 26, the defense military sector saw a rapid increase, with the ETF (512810) rising over 1% and trading volume exceeding 57 million yuan [1]. - Key stocks such as Xiangdian Co. reached a daily limit increase, while other companies in the AVIC system, like AVIC Aviation Power, rose over 5% [1]. Group 2: Company Developments - On September 18, AVIC Shenyang Aircraft Corporation completed a 4 billion yuan private placement to expand its military aircraft manufacturing facility, which will significantly enhance the production efficiency of fifth-generation fighter jets [3]. - The J-20 fighter jet was showcased for the first time at the Changchun Aviation Expo on September 16, highlighting China's advancements in aviation technology [3]. Group 3: Industry Outlook - According to AVIC Securities' military group, the defense and military industry is expected to undergo structural rotation, with a positive outlook for the fundamentals as the "14th Five-Year Plan" concludes and the "15th Five-Year Plan" begins [3]. - The sector is characterized by clear and orderly rotation among major themes such as low-altitude economy, commercial aerospace, deep-sea technology, large aircraft, and military trade, indicating resilience and vitality [3]. - The ETF (512810) passively tracks the CSI Military Index, with its top ten weighted stocks including China Shipbuilding, Guangqi Technology, AVIC Shenyang, and others [3].

Core Viewpoint - Xiangdian Co., Ltd. has shown a significant stock price increase of 5.66% on September 26, reaching a price of 16.05 CNY per share, with a total market capitalization of 23.686 billion CNY [1] Group 1: Company Overview - Xiangdian Co., Ltd. is located in Xiangtan City, Hunan Province, and was established on December 26, 1999, with its stock listed on July 18, 2002 [1] - The company's main business includes the design, production, and sales of generators, AC and DC motors, special motors, marine propulsion systems, electrical control equipment, mechatronic systems, transformers, mutual inductors, and wind power generation equipment [1] - The revenue composition of the company is as follows: motors 53.05%, special motors 41.74%, electrical control 4.16%, and others 1.04% [1] Group 2: Fund Holdings - According to data, one fund under Huatai-PineBridge holds a significant position in Xiangdian Co., Ltd., specifically the Huatai-PineBridge Innovation Vitality Mixed A Fund (002419), which held 184,500 shares in the second quarter, accounting for 1.86% of the fund's net value [2] - The fund has generated an estimated floating profit of approximately 158,700 CNY on the current holdings [2] - The Huatai-PineBridge Innovation Vitality Mixed A Fund was established on April 19, 2016, with a current scale of 133 million CNY, achieving a year-to-date return of 28.91% and a one-year return of 48.74% [2]

Core Viewpoint - The military industry sector experienced a significant upward movement, with Xiangdian Co., Ltd. hitting the daily limit, followed by rapid gains in companies such as Hangyu Technology, Feiwo Technology, Aero Engine Corporation of China, and Tianqin Equipment [1] Group 1 - The military sector showed resilience by rising against market trends [1] - Xiangdian Co., Ltd. achieved a straight limit increase, indicating strong investor interest [1] - Other companies in the sector, including Hangyu Technology, Feiwo Technology, Aero Engine Corporation of China, and Tianqin Equipment, also saw quick follow-up gains [1]