证券代码：601616 证券简称：广电电气 公告编号：2026-003 上海广电电气（集团）股份有限公司 股票交易异常波动公告 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。 重要内容提示： 上海广电电气（集团）股份有限公司（以下简称"公司"）股票价格于 2026 年 1 月 20 日和 1 月 21 日涨停，连续 2 个交易日内收盘价格涨幅偏离值累 计达到 20%。根据《上海证券交易所交易规则》的有关规定，属于股票交易异常 波动情形。公司目前生产经营活动均正常，日常经营情况未发生重大变化。2025 年前三季度归母净利润为-765.56 万元，去年同期为 4795.29 万元。根据中证指数 有限公司发布的数据，截止 2026 年 1 月 20 日收盘，公司滚动市盈率为 247.37， 换手率为 8.60%；公司所属中证行业分类"电网设备"滚动市盈率为 36.09，公 司滚动市盈率偏离同期行业数据。鉴于近期公司股价波动较大，敬请广大投资者 注意二级市场交易风险，理性决策，审慎投资。 经公司自查，并向公司控股股东及实际控制人发函确 ...

Core Viewpoint - The stock price of Guangdian Electric experienced a limit-up on January 20 and 21, 2026, with a cumulative closing price increase of 20% over two trading days, indicating abnormal trading fluctuations [1] Group 1: Company Performance - The company's production and operational activities are normal, with no significant changes in daily operations [1] - For the first three quarters of 2025, the net profit attributable to the parent company was -7.66 million, a decrease from 47.95 million in the same period last year [1] Group 2: Market Metrics - As of January 20, 2026, the company's rolling price-to-earnings (P/E) ratio was 247.37, with a turnover rate of 8.60% [1] - The rolling P/E ratio for the company's industry classification "Power Grid Equipment" was 36.09, indicating that the company's P/E ratio significantly deviates from the industry average [1] Group 3: Disclosure and Compliance - The company conducted a self-examination and confirmed with its controlling shareholder and actual controller that there are no undisclosed significant information, including major asset restructuring, share issuance, significant transactions, business restructuring, share buybacks, equity incentives, bankruptcy reorganization, major business cooperation, or introduction of strategic investors [1]

Core Viewpoint - The stock of the company experienced a significant price increase, with a cumulative rise of 20% over two consecutive trading days, indicating abnormal volatility in the market [1] Financial Performance - The company's net profit attributable to shareholders for the first three quarters of 2025 was -7.66 million, a decline from 47.95 million in the same period last year [1] - As of January 20, the company's rolling price-to-earnings ratio stood at 247.37, which deviates from industry averages [1] Trading Activity - The stock recorded a turnover rate of 8.60%, which is also inconsistent with industry data [1] - The company has stated that its production and operations are normal, and there have been no undisclosed significant information from the controlling shareholder and actual controller [1]

Market Overview - As of January 21, the Shanghai Composite Index closed at 4116.94 points, up by 3.29 points, with a growth rate of 0.08% [1] - The Shenzhen Component Index closed at 14255.13 points, increasing by 99.50 points, representing a growth rate of 0.70% [1] - The ChiNext Index closed at 3295.52 points, rising by 17.54 points, with a growth rate of 0.54% [1] High Turnover Stocks - A total of 80 A-shares had a turnover rate exceeding 20% on this day, with Aisheren reaching a turnover rate of over 50% [1] - The stock Aisheren had a closing price of 44.04 yuan, with a turnover rate of 78.23% and a significant increase of 175.59% [1] - Other notable stocks with high turnover rates include: - Nabai Chuan: Closing price 86.26 yuan, turnover rate 44.53%, increase of 9.87% [1] - Guangdian Electric: Closing price 6.09 yuan, turnover rate 44.40%, increase of 9.93% [1] - Jintaiyang: Closing price 39.13 yuan, turnover rate 44.16%, increase of 19.96% [1] Additional High Turnover Stocks - Other stocks with notable turnover rates include: - Blue Arrow Electronics: Closing price 36.75 yuan, turnover rate 43.18%, increase of 2.45% [1] - Sanbian Technology: Closing price 21.06 yuan, turnover rate 41.55%, decrease of 8.03% [1] - Hongbaoli: Closing price 9.59 yuan, turnover rate 39.79%, increase of 9.98% [1] - The stock with the highest turnover rate in the second list is Tai Li Technology, with a turnover rate of 28.52% and an increase of 6.32% [2] Summary of Notable Stocks - The stock with the highest turnover in the third list is Tian Di Online, with a turnover rate of 22.08% and an increase of 10.01% [3] - Other significant stocks include: - New Henghui: Closing price 85.76 yuan, turnover rate 22.04%, increase of 2.22% [3] - Jiangtian Chemical: Closing price 31.56 yuan, turnover rate 22.01%, increase of 4.12% [3]

Volatility - A total of 12 stocks in the A-share market experienced a volatility exceeding 20% today, with Jin Sun and Jin Modern leading the list [1] Turnover Rate - There were 6 stocks in the A-share market with a turnover rate exceeding 40% today, with Guangdian Electric and Hongbaoli at the forefront [1] Main Capital Flow - Main capital saw a net inflow into the electronics and non-ferrous metals sectors, while experiencing a net outflow from the power equipment and national defense sectors [1] - The stocks with the highest net inflow included China Great Wall (14.27 billion), New Yisheng (12.14 billion), Huaten Technology (10.87 billion), Tongfu Microelectronics (10.17 billion), and Shengxin Lithium Energy (6.68 billion) [1] - The stocks with the highest net outflow included Xinwei Communication (17.59 billion), Shanzi Gaoke (10.52 billion), Zhongji Xuchuang (8.39 billion), Goldwind Technology (8.15 billion), and Xiangnong Xinchuan (7.8 billion) [1]

Group 1 - The stock of Guodian Electric increased by 9.93% today, with a total trading volume of 289.62 million yuan, accounting for 13.0% of the total trading amount for the day [1] - The net buying amount was 33.43 million yuan, with a buying amount of 161.52 million yuan and a selling amount of 128.09 million yuan [1] - Major buying was conducted by Guotai Junan Securities Beijing Zhichun Road Securities Business Department and Dongya Qianhai Securities Suzhou Branch, with purchases of 60.35 million yuan and 48.61 million yuan respectively [1] Group 2 - Major selling was executed by Dongya Qianhai Securities Suzhou Branch and Huatai Securities Shenzhen Yitian Road Rongchao Business Center, with sales of 37.53 million yuan and 33.72 million yuan respectively [1]

Group 1 - A total of 91 stocks in the A-share market hit the daily limit up on January 21 [1] - The electric grid equipment sector saw Guangdian Electric achieve four consecutive limit-ups [1] - Gold stocks, particularly Zhaojin Gold, recorded three consecutive limit-ups [1] - Epoxy propane concept stocks, including Hongbaoli and Hongqiang Co., both experienced two consecutive limit-ups [1]

Group 1 - The market saw a total of 79 stocks hitting the daily limit up, with 8 stocks achieving consecutive limit ups, and 25 stocks failing to maintain their limit up status, resulting in a limit up rate of 76% (excluding ST and delisted stocks) [1] - Focus stocks included Fenglong Co., which achieved a remarkable 16 consecutive limit ups after being acquired by UBTECH, and the power equipment sector stock Guangdian Electric, which recorded 4 consecutive limit ups [1] - Gold stocks, particularly Sichuan Gold, have shown strong performance with 3 limit ups in the last 5 days [1]

Group 1 - Company plans to acquire 100% equity of Shanghai Xiaokeli and Fujide China, which is expected to constitute a major asset restructuring [2] - Company is a Fabless IC design enterprise, focusing on smart image processors for applications in smart homes, video surveillance, action cameras, drones, and industrial control equipment [2] - Company’s subsidiary, Shanghai Yanai, specializes in mid-to-high-end IC testing, focusing on 12-inch and 8-inch chip packaging tests [2] Group 2 - Company plans to invest 8.54 billion to acquire 62.98% equity of Shudu Technology, which is expected to start mass production of PCIe 5.0 switching chips by the end of 2025 [2] - Company’s semiconductor new materials project aims to establish a production line for high-purity quartz sand [2] - Company’s subsidiary, Shanghai Aiyuan, is producing semiconductor material substrate equipment, currently in the customer validation stage [2] Group 3 - Company plans to acquire 87.07% equity of Beijing Helishi, which focuses on motion control motors and systems integration [3] - Company has established a subsidiary for robotics, focusing on joint motors and has signed a strategic cooperation agreement with Xiaopeng Motors [3] - Company is a leading player in the PCB micro-drilling field, with core technologies for ultra-small diameter drill bits [5] Group 4 - Company’s subsidiary has obtained a mining license for the Hunan Jijia Mountain lithium mine, with lithium resources amounting to 4.9 billion tons, equivalent to approximately 324.43 million tons of lithium carbonate [4] - Company’s SDLA salt lake project in Argentina has an annual production capacity of 2,500 tons of lithium carbonate equivalent, with normal production conditions [4] - Company plans to invest in a 10GWh lithium battery project, with the first phase expected to have an annual capacity of 2GWh [4] Group 5 - Company is a leading domestic electric fuse manufacturer, forecasting a year-on-year net profit growth of 104.89% to 131.10% [6] - Company is a leading report management software provider, expecting a net profit of 40 million to 60 million, turning a profit from a loss [6] - Company is a domestic leader in semiconductor packaging and testing, forecasting a year-on-year net profit growth of 62.34% to 99.24% [6]

Core Viewpoint - The A-share market has seen a strong performance in smart grid stocks, driven by significant investment announcements from major state-owned power companies, indicating a robust growth outlook for the sector [1] Group 1: Market Performance - Several smart grid stocks have experienced notable gains, with Hanlan Co. and Guangdian Electric hitting the daily limit up, while Huazi Technology and Jinxianda rose over 9% [1] - The total investment in the smart grid sector during the 14th Five-Year Plan period is projected to reach approximately 5 trillion yuan, significantly higher than previous periods [1] Group 2: Investment Announcements - The State Grid has announced a total fixed asset investment of 4 trillion yuan for the 15th Five-Year Plan period (2026-2030), representing a 40% increase compared to the 14th Five-Year Plan [1] - Southern Power Grid is expected to invest around 1 trillion yuan during the same period, with a total investment estimate of approximately 1.8 trillion yuan for the Southern Power Grid [1] Group 3: Stock Performance Data - Hanlan Co. (002498) has a market cap of 19.3 billion yuan and a year-to-date increase of 51.70% [2] - Guangdian Electric (601616) has a market cap of 5.199 billion yuan and a year-to-date increase of 57.77% [2] - Huazi Technology (300490) has a market cap of 5.845 billion yuan and a year-to-date increase of 22.27% [2]