专坑外企的印度，又对中国企业开刀了。 就在今年，保变电气以约1.37亿元人民币的价格，向印度阿特兰塔电气有限公司转让其在印度子公司的 90%股权。此次交易完成后，保变电气将完全退出印度子公司。 保变电气2016年雄心勃勃地在印度设厂，成立了保变印度公司，想靠着自己的技术实力，在印度市场占 据一席之地。 谁曾想，六年时间，工厂年年亏损，累计亏了上亿元，最后只能以1.37亿元的"白菜价"卖给印度，彻底 退出印度市场。这不仅让保变电气赔了夫人又折兵，还可能让印度"顺手"学走了中国引以为傲的特高压 技术。 保变电气的技术有多牛？简单来说，它在特高压变压器领域的造诣，堪称世界顶尖。 其实，中国的高端技术，被印度"偷师"，已经不是头一次了。 例如之前中冶赛迪和塔塔钢铁的合作，也是这么个例子。 2024年，塔塔钢铁的2号高炉顺利出铁，这座高炉号称"世界新建最大"，炉容5873立方米，年产铁水 437.5万吨，效率高得惊人，用的就是中冶赛迪的独家技术。 比如煤气干法除尘和水渣转鼓工艺。这些技术能让炼铁过程既省煤又环保，全球没几家能玩得转。中冶 赛迪是看中了印度市场的潜力，接下这单大生意，帮塔塔钢铁设计、建造，还提供了后续的技 ...

Investment Rating - The report maintains a "Positive" investment rating for the power equipment industry [4] Core Insights - The dual carbon strategy emphasizes the coexistence of highly clean power generation and highly electrified power consumption, with the grid serving as a crucial link between the two [4][7] - The development of ultra-high voltage (UHV) technology is essential for achieving carbon neutrality, but progress has been slower than expected [4][8] - The distribution network is critical for renewable energy consumption, yet investment during the 14th Five-Year Plan period has fallen short of expectations [4][39] Summary by Sections Ultra-High Voltage (UHV) - UHV is a key component of the dual carbon strategy, with a planned investment of 380 billion yuan for over 30,000 kilometers of lines and a capacity of 340 million kilovolt-amperes [8] - The actual progress of UHV projects has been below expectations, with only eight projects likely to be completed by 2025 [16][18] - The shift towards flexible direct current technology is noted, as it allows for higher proportions of renewable energy to be transmitted [22][24] Distribution Network - The distribution network's role has evolved significantly post-dual carbon strategy, requiring upgrades to accommodate distributed energy resources [39][40] - Despite a consensus on the need for increased investment in the distribution network, actual investment levels have been lower than anticipated during the 14th Five-Year Plan [47] - The rapid growth of distributed solar power has led to challenges in the capacity of the distribution network, necessitating further enhancements [50]

Group 1 - The virtual power plant concept increased by 2.62%, ranking fourth among concept sectors, with 94 stocks rising, including Suwen Electric Power with a 20% limit up [1][2] - Leading stocks in the virtual power plant sector include Aotexun, Leshan Electric Power, and New Zhonggang, which also hit the limit up [1][2] - The top gainers in the sector were Nanfang Technology, Tianyi Ma, and Baobian Electric, with increases of 14.72%, 10.94%, and 8.68% respectively [1][2] Group 2 - The virtual power plant sector saw a net inflow of 510 million yuan from main funds, with 66 stocks receiving net inflows, and 7 stocks exceeding 50 million yuan [2][3] - Leshan Electric Power led the net inflow with 151 million yuan, followed by Baobian Electric and Aotexun with 127 million yuan and 97.1 million yuan respectively [2][3] - Aotexun, Keda Intelligent, and Teri De had the highest net inflow ratios at 29.79%, 15.00%, and 14.58% respectively [3] Group 3 - The trading volume and turnover rates for leading stocks in the virtual power plant sector were significant, with Leshan Electric Power at 21.36% turnover and Suwen Electric Power at 13.79% [3][4] - Other notable stocks included Huadian International and Teri De, with turnover rates of 1.35% and 1.84% respectively [3][4] - The overall market sentiment for the virtual power plant sector appears positive, as indicated by the substantial net inflows and rising stock prices [2][3]

截至7月7日收盘，特高压概念上涨1.98%，位居概念板块涨幅第10，板块内，95股上涨，奥特迅涨停， 金利华电、通光线缆、灿能电力等涨幅居前，分别上涨11.29%、9.90%、8.70%。跌幅居前的有大东 南、民士达、斯瑞新材等，分别下跌6.11%、2.76%、1.62%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 中船系 | 5.23 | 同花顺果指数 | -1.53 | | 生物质能发电 | 2.83 | 重组蛋白 | -1.42 | | 2025中报预增 | 2.77 | 减肥药 | -1.10 | | 虚拟电厂 | 2.62 | CRO概念 | -1.07 | | 跨境支付(CIPS) | 2.36 | AI PC | -1.02 | | 抽水蓄能 | 2.26 | AI手机 | -0.99 | | 超超临界发电 | 2.20 | 中国AI 50 | -0.98 | | 租售同权 | 2.20 | 芬太尼 | -0.85 | | 柔性直流输电 | 2.00 | 共封装光学(CPO) | -0.8 ...

截至7月7日收盘，抽水蓄能概念上涨2.26%，位居概念板块涨幅第6，板块内，62股上涨，韶能股份、 豫能控股等涨停，保变电气、赣能股份、九洲集团等涨幅居前，分别上涨8.68%、7.45%、7.31%。跌幅 居前的有咸亨国际、江特电机等，分别下跌0.64%、0.28%。 | 600509 | 天富能 | 3.40 | 3.25 | 4010.07 | 13.57 | | --- | --- | --- | --- | --- | --- | | | 源 | | | | | | 600886 | 国投电 力 | 0.60 | 0.27 | 2969.01 | 9.89 | | 600098 | 广州发 | 2.82 | 0.90 | 1937.78 | 9.47 | | | 展 | | | | | | 600642 | 申能股 份 | 2.17 | 0.78 | 1909.96 | 5.65 | | 300712 | 永福股 | 6.99 | 4.52 | 1776.17 | 8.47 | | | 份 | | | | | | 600310 | 广西能 | 4.76 | 5.74 | 1752.73 | 4.83 ...

可控核聚变板块震荡走高，王子新材（002735）触及涨停，保变电气（600550）涨超4%，合锻智能 （603011）、雪人集团（002639）、中泰股份（300435）跟涨。 ...

证券代码：600550 证券简称：保变电气 公告编号：临 2025-027 保定天威保变电气股份有限公司 第八届董事会第三十六次会议决议公告 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。 一、董事会会议召开情况 保定天威保变电气股份有限公司（以下简称"公司"）于 2025 年 6 月 27 日以邮件或送达方式发出了关于召开公司第八届董事会第三 十六次会议的通知，于 2025 年 7 月 2 日以通讯表决方式召开了第八 届董事会第三十六次会议，公司 9 名董事全部出席了本次会议。本次 会议召开符合有关法律、行政法规、部门规章、规范性文件和公司章 程的规定。 二、董事会会议审议情况 经与会董事认真审议和表决，通过了以下议案： （一）《关于<2024 年度内控体系工作报告>的议案》（该议案同 意票 9 票，反对票 0 票，弃权票 0 票） 该议案经董事会审计与风险管理委员会审议通过。 （三）《关于修订<内部控制评价管理制度>的议案》（该议案同 意票 9 票，反对票 0 票，弃权票 0 票） （四）《关于修订<内部审计工作管理制度 ...

Group 1 - The legal opinion confirms that the convening and holding procedures of the second extraordinary general meeting of shareholders in 2025 comply with the Company Law, Shareholders' Meeting Rules, and the company's articles of association [1][2][3] - The meeting was held on time at the designated location, with the chairman of the board, Ms. Liu Shujuan, presiding over the meeting [2] - A total of 2,900 shareholders and authorized representatives attended the meeting, holding a total of 1,072,700,166 shares, which represents 58.25% of the company's total share capital [2][3] Group 2 - The voting process was conducted through a named voting method, with results announced on-site after counting by shareholder representatives and supervisors [3] - The proposal regarding the transfer of 90% equity of Atlanta Transformer India Co., Ltd. was approved by 1,069,228,404 shares, accounting for 99.6763% of the valid voting rights at the meeting [3]

Meeting Details - The shareholders' meeting was held on June 17, 2025, at the company's conference room [1] - The meeting was chaired by the chairman Liu Shujuan, and the procedures complied with the Company Law and the company's articles of association [1] Attendance and Voting - The total number of shares represented at the meeting was significant, with 1,069,228,404 votes in favor, accounting for 99.6763% of the A-share votes [1] - There were no dissenting votes on the non-cumulative voting agenda, with only a small percentage of votes against or abstaining [1] Resolutions - The resolution regarding the transfer of 90% equity of Baobian Company was approved, with no significant dissent from shareholders [1] Legal Compliance - The meeting's procedures and voting results were confirmed to be legally valid by the attending lawyers, ensuring compliance with relevant laws and regulations [1][2]

河北王笑娟律师事务所 关于保定天威保变电气股份有限公司 二〇二五年第二次临时股东大会的 法律意见书 致：保定天威保变电气股份有限公司（以下简称"公司"） 河北王笑娟律师事务所依法接受公司的委托，指派律师出席并见 证公司二〇二五年第二次临时股东大会（以下简称"本次股东大会"）。 根据《中华人民共和国公司法》（以下简称《公司法》）、《上 市公司股东会规则》（以下简称《股东会规则》）和《保定天威保变 电气股份有限公司章程》（以下简称《公司章程》）的有关规定，本 所律师审查了本次股东大会的相关材料，并对本次股东大会的召集、 召开程序，出席人员的资格，提案的审议情况，大会的表决程序及表 决结果等重要事项的合法性进行了现场核验。现发表法律意见如下： 一、关于本次股东大会的召集、召开程序 1、本次股东大会召集人为公司董事会，公司董事会于 2025 年 5 月 30 日在上海证券交易所网站和《证券日报》上公告了《保定天威 保变电气股份有限公司关于召开 2025 年第二次临时股东大会的通知》 （以下简称"通知"），通知中列明了本次股东大会的时间、地点、 审议事项、股权登记日等内容。 2、本次股东大会采用现场记名投票表决与网络投 ...