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科林电气:公司将从传统的电气设备硬件制造企业逐步向新型智慧能源科技企业转型
Zheng Quan Ri Bao· 2026-01-16 12:17
证券日报网讯 1月16日,科林电气在互动平台回答投资者提问时表示,科林电气致力于成为科技领先、 品质保证、经济高效、体验最优的世界一流新型智慧能源科技企业。未来,公司将从传统的电气设备硬 件制造企业逐步向新型智慧能源科技企业转型,夯实基础,重点发展AI算力中心、新能源市场、海外 市场等,实现行业地位跃升。 (文章来源:证券日报) ...
科林电气:公司积极推进海外布局
Zheng Quan Ri Bao· 2026-01-16 12:17
Group 1 - The company is actively promoting its overseas expansion strategy [2] - The company is participating in international exhibitions such as CES, Key Energy, and The Future Energy Show [2] - The company has established business operations in regions including the Americas, Europe, and Southeast Asia [2]
算力吞噬电力北美电网告急!马斯克重磅发声瓦特即货币,激活电网设备投资逻辑
Xin Lang Cai Jing· 2026-01-13 11:27
Group 1 - Guodian NARI (600406) is a state-owned enterprise based in Nanjing, recognized as a benchmark for scientific reform among central enterprises, with a strong research and development system and significant achievements in grid technology [1] - The company has a market share of over 75% in dispatch automation systems and over 50% in UHV converter valves, with its products addressing grid stability issues caused by renewable energy generation [1] - The demand for AI computing power and electricity is driving the construction of new power systems, and the company is expanding its overseas business, exporting products like distribution transformers to multiple countries [1] Group 2 - Suyuan Electric (002028) is a comprehensive supplier of power transmission and distribution based in Shanghai, focusing on UHV and energy storage sectors, and is the largest manufacturer of high-voltage packages and coils in China [2] - The company expects 60% of its overseas revenue in 2024 to come from transformers, with overseas orders growing over 50% and a remarkable 89% growth in the first half of 2025 [2] - The surge in demand for high-voltage transmission and distribution equipment driven by AI computing centers and new energy projects presents significant growth opportunities for the company [2] Group 3 - China XD Electric (601179) is a state-owned enterprise based in Xi'an, specializing in high and ultra-high voltage transformers and power transmission and distribution equipment, capable of producing products across a voltage range of 10kV to 1000kV [3] - The company has a significant market share in UHV projects and has seen an increase in exports to Europe, with its technology reaching international advanced levels [3] - The demand for UHV technology is increasing due to the need for long-distance power transmission, and the company is well-positioned to meet both domestic and international market needs [3] Group 4 - Baobian Electric (600550) is a core supplier of UHV DC transformers based in Baoding, with a strong position in high-end transformers and a market share of 30% in UHV products [4] - The company has unique technologies that reduce material costs and has participated in major projects, exporting to over 40 countries [4] - The urgent demand for high-reliability transformers driven by AI computing centers and new energy power stations positions the company to benefit from both domestic and international projects [4] Group 5 - Jinpan Technology (688676) is a leading global manufacturer of dry-type transformers based in Haikou, focusing on wind and solar energy applications, with 98% of its products supporting renewable energy [5] - The company has a significant order backlog of 2.85 billion yuan for 2025, reflecting a substantial year-on-year growth of 180% [5] - The increasing demand for efficient dry-type transformers from AI computing centers and the proliferation of renewable energy generation presents a strong growth opportunity for the company [5] Group 6 - Mingyang Electric (301291) is a leader in offshore wind power transformers based in Zhongshan, specializing in dry-type transformers and prefabricated substations [6] - The company has developed products that meet the extreme conditions of offshore environments and is expected to achieve significant sales in North America by 2026 [6] - The growing demand for offshore wind power and the urgent need for grid upgrades in North America provide ample order support for the company [6] Group 7 - Teruid (300001) is a pioneer in outdoor box-type power equipment based in Qingdao, recognized as a champion enterprise in manufacturing [7] - The company has a complete technology system for modular prefabricated substations and has a leading market share in the new energy sector [7] - The demand for modular products from AI computing centers and the need for grid upgrades position the company to capture significant market growth [7] Group 8 - XJ Electric (000400) is a high-tech enterprise based in Xuchang, focusing on UHV and smart grid technologies, with a comprehensive industrial chain covering all aspects of power transmission and distribution [8] - The company has participated in all domestic UHV DC transmission projects and has a strong patent portfolio [8] - The growth in AI computing and electricity demand is accelerating the construction of smart grids, providing competitive advantages for the company [8] Group 9 - Sifang Co., Ltd. (601126) is based in Beijing and has a strong advantage in smart distribution networks, providing a full range of products for self-healing control and primary and secondary integration [9] - The company has implemented its products in over 30 provinces and cities, significantly improving efficiency in power distribution [9] - The demand for reliable power supply from AI computing centers and the ongoing digital transformation of distribution networks present broad development opportunities for the company [9] Group 10 - Samsung Medical (601567) is based in Ningbo and operates in both smart power distribution and medical services, covering a wide range of products in the power equipment sector [10] - The company has established manufacturing bases in multiple locations and has a marketing presence in over 70 countries [10] - The construction of AI computing centers and new energy projects requires substantial power distribution equipment, positioning the company to benefit from global demand growth [10]
石家庄科林电气股份有限公司 关于持股5%以上股东权益变动触及1%刻度的提示性公告
■ 一、信息披露义务人及其一致行动人的基本信息 1.身份类别 登录新浪财经APP 搜索【信披】查看更多考评等级 张成锁保证向本公司提供的信息真实、准确、完整,没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 石家庄科林电气股份有限公司(以下简称"公司")于2026年1月8日收到公司持股5%以上股东张成锁发来的 《关于权益变动比例触及1%刻度的告知函》,张成锁于2025年12月29日至2026年1月8日期间,通过二 级市场集中竞价交易方式减持公司股份2,746,470股,通过二级市场大宗交易减持公司股份0股,合计占 公司总股本的0.68%。本次权益变动触及1%刻度的整数倍,具体情况如下: ■ 三、其他说明 1.本次权益变动为信息披露义务人履行此前披露的减持计划,不触及要约收购,本次减持事项与股东此 前已披露的计划、承诺一致。截至本公告披露之日,信息披露义务人本次减持计划尚未执行完毕。 2.本次权益变动系信息披露义务人正常减持行为,不会导致公司控股股东及实际控制人发生变化,不会 对公司治理结构及持续经营产生重大影响,也不存在损害公司及其股东利益的情形。 3. ...
石家庄科林电气股份有限公司关于持股5%以上股东权益变动触及1%刻度的提示性公告
证券代码:603050 证券简称:科林电气 公告编号:2026-002 石家庄科林电气股份有限公司关于持股5%以上股东权益变动触及1%刻度的提示性公告 张成锁保证向本公司提供的信息真实、准确、完整,没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示: ■ 登录新浪财经APP 搜索【信披】查看更多考评等级 ■ 三、其他说明 1.本次权益变动为信息披露义务人履行此前披露的减持计划,不触及要约收购,本次减持事项与股东此 前已披露的计划、承诺一致。截至本公告披露之日,信息披露义务人本次减持计划尚未执行完毕。 一、信息披露义务人及其一致行动人的基本信息 1.身份类别 ■ 2.信息披露义务人信息 ■ 二、权益变动触及1%刻度的基本情况 石家庄科林电气股份有限公司(以下简称"公司")于2026年1月8日收到公司持股5%以上股东张成锁发来的 《关于权益变动比例触及1%刻度的告知函》,张成锁于2025年12月29日至2026年1月8日期间,通过二 级市场集中竞价交易方式减持公司股份2,746,470股,通过二级市场大宗交易减持公司股份0股,合计占 公司总股本的 ...
科林电气:关于持股5%以上股东权益变动触及1%刻度的提示性公告
Zheng Quan Ri Bao· 2026-01-09 14:15
(文章来源:证券日报) 证券日报网讯 1月9日,科林电气发布公告称,公司持股5%以上股东张成锁于2025年12月29日至2026年 1月8日通过集中竞价减持274.647万股,占总股本0.68%,持股比例由11.62%降至10.94%,触及1%刻度 线,减持计划尚未完成。 ...
科林电气(603050.SH):股东张成锁减持274.65万股公司股份
Ge Long Hui A P P· 2026-01-09 08:55
格隆汇1月9日丨科林电气(603050.SH)公布,公司于2026年1月8日收到公司持股 5%以上股东张成锁发来 的《关于权益变动比例触及1%刻度的告知函》,张成锁于2025年12月29日至2026年1月8日期间,通过 二级市场集中竞价交易方式减持公司股份274.65万股,通过二级市场大宗交易减持公司股份0股,合计 占公司总股本的0.68%。本次权益变动触及1%刻度的整数倍。 ...
科林电气(603050) - 关于持股5%以上股东权益变动触及1%刻度的提示性公告
2026-01-09 08:46
证券代码:603050 证券简称:科林电气 公告编号:2026-002 石家庄科林电气股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示性 公告 张成锁保证向本公司提供的信息真实、准确、完整,没有虚假记载、误导性陈述或 重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 重要内容提示: | 权益变动方向 | 比例增加□ | | 比例减少 | | --- | --- | --- | --- | | 权益变动前合计比例 | 11.62% | | | | 权益变动后合计比例 | 10.94% | | | | 本次变动是否违反已作出的承 | 是□ | 否 | | | 诺、意向、计划 | | | | | 是否触发强制要约收购义务 | 是□ | 否 | | 1.本次权益变动为信息披露义务人履行此前披露的减持计划,不触及要约 收购,本次减持事项与股东此前已披露的计划、承诺一致。截至本公告披露之日, 信息披露义务人本次减持计划尚未执行完毕。 2.本次权益变动系信息披露义务人正常减持行为,不会导致公司控股股东 及实际控制 ...
科林电气1月6日获融资买入2169.55万元,融资余额1.57亿元
Xin Lang Cai Jing· 2026-01-07 01:29
Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of Colin Electric, indicating a stable market presence with significant financing activities [1][2] - On January 6, Colin Electric's stock price remained unchanged, with a trading volume of 97.74 million yuan and a net financing purchase of 10.05 million yuan, reflecting strong investor interest [1] - As of January 6, the total margin balance for Colin Electric reached 157 million yuan, accounting for 2.07% of its market capitalization, indicating a high level of financing compared to the past year [1] Group 2 - Colin Electric, established on February 12, 2000, specializes in smart grid business, focusing on the research, production, and sales of various electrical equipment [2] - The company's revenue composition includes low and high voltage switchgear and complete equipment (51.78%), smart grid substation equipment (18.62%), and other segments, showcasing a diversified product portfolio [2] - For the period from January to September 2025, Colin Electric reported a revenue of 3.216 billion yuan, a year-on-year increase of 23.63%, and a net profit of 217 million yuan, reflecting a growth of 45.90% [2] Group 3 - Since its A-share listing, Colin Electric has distributed a total of 405 million yuan in dividends, with 226 million yuan paid out in the last three years [3] - As of September 30, 2025, the number of shareholders increased by 33.86% to 15,700, indicating growing investor interest [3] - Hong Kong Central Clearing Limited is noted as a new major shareholder, holding 3.2911 million shares, reflecting institutional investment in the company [3]
科林电气(603050) - 石家庄科林电气股份有限公司关于控股股东涉及的委托行使表决权事项到期终止暨权益变动的提示性公告
2026-01-05 08:16
证券代码:603050 证券简称:科林电气 公告编号:2026-001 石家庄科林电气股份有限公司 关于控股股东涉及的委托行使表决权事项到期终止暨 权益变动的提示性公告 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: 本次权益变动不涉及增持或者减持,不涉及要约收购。 本次权益变动不涉及相关股东持有石家庄科林电气股份有限公司(以下 简称"公司")股份数量的变动,系青岛海信网络能源股份有限公司(以下简 称"海信网能")分别与李砚如、屈国旺于 2024 年 3 月 15 日签署的《表决权 委托协议》、于 2024 年 5 月 12 日签署的《表决权委托协议之补充协议》以及 李砚如、屈国旺后续出具的《承诺函》到期终止所致。本次权益变动后,以上 股东各自持有的公司股份数量及持股比例保持不变。 本次权益变动不会导致公司控股股东、实际控制人发生变化。 一、表决权委托协议的签署和终止情况 2024年3月15日,海信网能与李砚如、屈国旺分别签署了《表决权委托协 议》,李砚如、屈国旺各自将所持有的不超过10,970,760股、10 ...