9月24日，四方股份涨1.39%，成交额2.81亿元。两融数据显示，当日四方股份获融资买入额3315.16万 元，融资偿还2951.96万元，融资净买入363.19万元。截至9月24日，四方股份融资融券余额合计3.82亿 元。 融资方面，四方股份当日融资买入3315.16万元。当前融资余额3.81亿元，占流通市值的2.54%，融资余 额超过近一年70%分位水平，处于较高位。 融券方面，四方股份9月24日融券偿还6700.00股，融券卖出2100.00股，按当日收盘价计算，卖出金额 3.84万元；融券余量6.78万股，融券余额124.07万元，超过近一年70%分位水平，处于较高位。 资料显示，北京四方继保自动化股份有限公司位于北京市海淀区上地信息产业基地四街9号，成立日期 1994年4月8日，上市日期2010年12月31日，公司主营业务涉及继电保护、电网自动化及发电厂自动化产 品的研发、生产、销售和技术服务。主营业务收入构成为：电厂及工业自动化49.82%，电网自动化 42.94%，其他7.09%，房屋租赁、技术服务、材料销售等0.15%。 截至6月30日，四方股份股东户数3.96万，较上期减少5.28%；人均 ...

Core Viewpoint - The company has been deeply engaged in the energy and power sector, providing various products and solutions for power generation, transmission, distribution, usage, and storage [1] Group 1: Business Focus - The company offers relay protection, automation and control systems, power electronics, integration of primary and secondary systems, and smart IoT solutions [1] - The company is actively expanding into other industrial automation and intelligent fields [1] Group 2: Specific Business Development - The unmanned boat business is seen as a synergistic expansion of the company's related technologies and products into relevant fields [1] - Current market conditions indicate that the business expansion of unmanned boats is not meeting expectations [1]

格隆汇9月23日丨四方股份(601126.SH)在投资者互动平台表示，公司长期深耕能源电力领域，为电力的 发、输、配、用、储等环节提供继电保护、自动化与控制系统、电力电子、一二次融合、智慧物联等产 品及解决方案。同时积极拓展其他工业自动化、智能化的领域。无人艇业务属于公司相关技术及产品在 相关领域的协同拓展，鉴于其市场情况，公司无人艇的业务拓展当前不及预期。 ...

Core Viewpoint - The construction of AI computing power centers is on the rise, and the demand for solid-state transformers (SST) is expected to grow due to their efficiency, compact size, flexibility, and prefabricated design, making them a preferred solution for future data center power supply architectures [1][2]. Group 1: AI Power Supply Architecture - The upgrade of AI power supply architecture to 800V HVDC is anticipated to make SST the optimal technical route in the long term [2]. - Major cloud service providers have raised capital expenditure expectations, accelerating the construction of AI data centers (AIDC) [2]. Group 2: Performance Advantages of SST - SST can improve overall efficiency by over 3 percentage points compared to traditional UPS power supply chains, reduce footprint by over 60%, and shorten installation and debugging cycles by 75% [3]. - SST is adaptable to green electricity integration and has strong advantages in lifecycle costs [3]. Group 3: Cost Reduction Potential - Although the initial investment cost for SST is currently high, there is significant potential for overall cost reduction as core components such as power semiconductor devices and amorphous nanocrystalline materials mature [3]. Group 4: Industry Landscape - Global leaders in AIDC, such as Eaton and Delta, have early reserves in SST solutions, while domestic companies are entering the market from traditional power equipment, AI power supply, and solar storage charging sectors [4]. - Some domestic companies have already applied SST products in projects involving AC/DC hybrid microgrids, with China West Electric having products used in data center projects [4]. Group 5: Recommended Stocks - Recommended stocks include Sifang Co., Ltd. (601126.SH), China West Electric (601179.SH), Jinpan Technology (688676.SH), and other related companies in the industry chain [5].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：601126 证券简称：四方股份 公告编号：2025-043 北京四方继保自动化股份有限公司关于启航2号限制性股票激励计划预留授予部分 第一个解除限售期限售股份上市流通的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： ● 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为662,500股。 ● 本次股票上市流通总数为662,500股。 ● 本次股票上市流通日期为2025年9月24日。 北京四方继保自动化股份有限公司（以下简称"公司"或"本公司"）于2025年8月28日召开第八届董事会 第二次会议，审议通过了《关于启航2号限制性股票激励计划预留授予部分第一个解除限售期解除限售 条件成就的议案》。董事会认为公司启航2号限制性股票激励计划预留授予部分第一个解除限售期解除 限售条件已成就，同意为符合解除限售条件的64名激励对象所持共计66.25万股限制性股票办理解除限 售的相关事宜，现将本次解除限售有关事项说明如下： 一、本次限制性股票激 ...

证券日报网讯9月18日晚间，四方股份（601126）发布关于启航2号限制性股票激励计划预留授予部分第 一个解除限售期限售股份上市流通的公告称，公司本次股票上市类型为股权激励股份；股票认购方式为 网下，本次股票上市流通总数为662，500股。本次股票上市流通日期为2025年9月24日。 ...

9月18日，在山东青岛举办的2025中国国际城市轨道交通展览会上，具有完全自主知识产权的我国首列中国标准智能市域列车正式亮相。 9月18日，人们在中铁青岛世界博览城参观智能市域列车。新华社记者 李紫恒 摄 9月18日，人们登上智能市域列车参观。新华社记者 李紫恒 摄 记者：冯媛媛、李紫恒 新华社音视频部制作 【纠错】 【责任编辑:谷玥】 据中车青岛四方机车车辆股份有限公司介绍，该列车采用"智能化、数字化、模块化、绿色化、车地一体化"的设计理念，采用的技术标准 中，中国标准占比达88%；搭载了10余项关键核心技术，在智能化、安全性、舒适度、节能降耗及经济性等方面实现全面升级。 9月18日，人们在智能市域列车上参观。新华社记者 李紫恒 摄 此型列车将率先装备于京雄快线。正式投入使用后，旅客从雄安新区出发，可30分钟直达大兴国际机场、60分钟抵达丽泽商务区。 ...

第一个解除限售期限售股份上市流通的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为 662,500股。 北京四方继保自动化股份有限公司（以下简称"公司"或"本公司"）于2025 年8月28日召开第八届董事会第二次会议，审议通过了《关于启航2号限制性股票 激励计划预留授予部分第一个解除限售期解除限售条件成就的议案》。董事会认 为公司启航2号限制性股票激励计划预留授予部分第一个解除限售期解除限售条 件已成就，同意为符合解除限售条件的64名激励对象所持共计66.25万股限制性股 票办理解除限售的相关事宜，现将本次解除限售有关事项说明如下： 一、本次限制性股票激励计划批准及实施情况 （一）本次限制性股票激励计划已履行的决策程序和信息披露情况 1、2023 年 9 月 18 日，公司召开第七届董事会第七次会议，审议通过了《关 于公司<启航 2 号限制性股票激励计划(草案)>及其摘要的议案》《关于公司<启航 2 号限制性股票激励计划实施考核管理办法>的 ...

Core Viewpoint - The company has introduced an innovative SST next-generation data center power supply solution that significantly enhances energy conversion efficiency, achieving over 98% efficiency [1] Group 1: Product Features - The SST series products utilize a transformer-free design, enabling medium voltage AC to low voltage DC conversion [1] - The company offers a range of input options from 10kV to 35kV AC and 20kV to 60kV DC, with a DC output range of 240V to 800V [1] - The products are characterized by high efficiency, high reliability, multi-segment DC access, and high integration for easy installation [1] Group 2: Market Position and Experience - The company is one of the few in China capable of providing a complete set of key equipment and solutions for data center AC and DC distribution systems [1] - It has participated in multiple national demonstration projects, accumulating extensive experience in the field [1]

Group 1 - The article highlights the concept of "excellence-level smart factories" as the pinnacle of intelligent manufacturing in China, showcasing their advanced automation and smart manufacturing standards [1][21] - These factories utilize a large number of industrial robots, with nearly 1,000 robots operating across 60 highly flexible production lines, handling all six core processes of excavator production [7][21] - The integration of a "smart brain" developed by the factory enables seamless coordination among robots, likened to a giant symphony orchestra, enhancing operational efficiency [7][21] Group 2 - The introduction of humanoid robots as "apprentices" in the factory signifies the evolution of workforce capabilities, with these robots undergoing training to perform various tasks [8][10] - The training platform for humanoid robots includes nearly 100 workstations for data collection and skill training, ensuring they can adapt to different work environments [13] - The collaboration between industrial and humanoid robots aims to transition from mass production to personalized manufacturing, creating a new model of intelligent factories [13] Group 3 - The article emphasizes the importance of data-driven decision-making in enhancing manufacturing quality and efficiency, particularly in high-precision sectors like high-speed rail [14][20] - A specific example is provided where a smart manufacturing workshop produces train wheels, achieving a production efficiency increase of 20% and a reduction in labor input by 30% [20][23] - The overall impact of these smart factories includes a significant reduction in product development cycles by 28.4%, an increase in production efficiency by 22.3%, and a decrease in defect rates by 50.2% [23][25] Group 4 - The current density of robots in China's manufacturing sector stands at 470 units per 10,000 people, surpassing the global average, indicating a significant advancement in automation [25] - The article notes that over 230 excellence-level smart factories have been established across 31 provinces, covering more than 80% of major manufacturing sectors in China [21][23] - The integration of artificial intelligence throughout the entire production process is highlighted as a key factor in enhancing competitiveness and setting a benchmark for industry transformation [21][23]