电网设备反复活跃，中能电气触及20cm涨停，广电电气此前涨停，摩恩电气4连板，金盘科技、思源电 气再创历史新高，京泉华、望变电气、思源电气跟涨。 ...

11月6日，望变电气盘中上涨2.03%，截至10:32，报18.62元/股，成交4.51亿元，换手率7.48%，总市值 61.88亿元。 望变电气所属申万行业为：电力设备-电网设备-输变电设备。所属概念板块包括：智能电网、光伏玻 璃、变压器、太阳能、充电桩等。 截至9月30日，望变电气股东户数2.70万，较上期减少3.03%；人均流通股12226股，较上期增加3.13%。 2025年1月-9月，望变电气实现营业收入27.28亿元，同比增长14.90%；归母净利润8093.21万元，同比增 长50.68%。 分红方面，望变电气A股上市后累计派现1.26亿元。 责任编辑：小浪快报 资金流向方面，主力资金净流出2723.28万元，特大单买入1933.87万元，占比4.29%，卖出2979.43万 元，占比6.61%；大单买入8984.78万元，占比19.94%，卖出1.07亿元，占比23.66%。 望变电气今年以来股价涨48.48%，近5个交易日涨17.85%，近20日涨16.81%，近60日涨26.67%。 资料显示，重庆望变电气(集团)股份有限公司位于重庆市江北区江北城街道江北城西大街3号交通银行 大厦12楼， ...

证券代码：603191 证券简称：望变电气公告编号：2025-052 重庆望变电气（集团）股份有限公司2025年10月对子公司提供担保的进展公告 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： ● 担保对象及基本情况 （一）担保的基本情况 2025年10月，公司及下属子公司新增对外担保人民币13,800.00万元,系公司于2025年10月15日与兴业银 行股份有限公司昆明分行（以下简称"兴业银行昆明分行"）签署《最高额保证合同》为全资子公司云变 电气与兴业银行昆明分行签署《额度授信合同》提供不超过最高本金余额人民币13,800.00万元的连带责 任保证。 上述担保无反担保，上述担保事项属于公司2024年第三次临时股东会授权范围并在有效期内,无需再次 提交公司董事会、股东会审议。 （二）内部决策程序 公司于2024年11月26日召开第四届董事会第九次会议审议通过《关于2025年度向银行等金融机构申请综 合授信额度及为子公司提供融资担保额度的议案》，同意2025年度为子公司重庆惠泽电器有限公司（以 下简称"惠泽电器 ...

重庆望变电气（集团）股份有限公司 2025 年 10 月对子公司提供担保的进展公告 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： 担保对象及基本情况 证券代码：603191 证券简称：望变电气 公告编号：2025-052 | | | 被担保人名称 | 云南变压器电气股份有限公司（以 下简称"云变电气"） | | | | --- | --- | --- | --- | --- | --- | | | | 本次担保金额 | 13,800.00 万元 | | | | 担 对 | 保 象 | 实际为其提供的担保余额 | 57,149.13 万元 | | | | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | | 本次担保是否有反担保 | 是 | 否 | □不适用：_________ | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0.00 | | --- | --- | | 截至 10 月末上市公司及其控股 | 119,474.10 | | 子公司对外担保 ...

经济观察网 电网设备板块持续大涨，板块内掀涨停潮，双杰电气（300444）、金冠电气、三变科技 （002112）、太阳电缆（002300）、望变电气（603191）等近20股涨停。消息面上，电网投资规模持续 加大，此前，国家电网公示最新一批输配电项目第五次变电设备（含电缆）中标结果。国家相关部门加 快研究出台促进新能源集成发展的政策文件，统筹推进新能源与传统产业协同优化升级，推动新能源与 算力、绿氢等战略性新兴产业融合互促发展，以新能源布局牵引生产力布局。支持绿电直连、虚拟电厂 等促进新能源就近消纳的新模式新业态发展。多地积极响应，推进虚拟电厂发展。 ...

电网设备板块持续大涨，双杰电气、金冠电气、三变科技、太阳电缆、望变电气等近20股涨停。 ...

Core Insights - The stock of Wangbian Electric increased by 0.54% on November 4, with a trading volume of 338 million yuan [1] - The company reported a net financing purchase of 5.76 million yuan on the same day, with a total financing and securities balance of 350 million yuan [1][2] - For the first nine months of 2025, Wangbian Electric achieved a revenue of 2.728 billion yuan, representing a year-on-year growth of 14.90%, and a net profit of 80.9321 million yuan, up 50.68% year-on-year [2] Financing and Securities - On November 4, Wangbian Electric had a financing purchase of 44.4691 million yuan, with a current financing balance of 350 million yuan, accounting for 6.28% of the circulating market value [1] - The financing balance is above the 90th percentile level for the past year, indicating a high level of financing activity [1] - No shares were sold or repaid in the securities lending market on November 4, with a remaining securities lending balance of 1690 yuan, also above the 90th percentile level for the past year [1] Shareholder Information - As of September 30, the number of shareholders for Wangbian Electric was 27,000, a decrease of 3.03% from the previous period [2] - The average number of circulating shares per shareholder increased by 3.13% to 12,226 shares [2] Dividend Information - Since its A-share listing, Wangbian Electric has distributed a total of 126 million yuan in dividends [3]

Core Viewpoint - The company emphasizes its commitment to the development of cutting-edge products and ongoing technological enhancements to expand its product applications [2] Group 1 - The company is actively responding to investor inquiries regarding its focus on advanced product development [2] - The company is dedicated to continuous technological improvements [2] - The company aims to diversify its product application areas [2]

Core Viewpoint - The power grid equipment sector experienced a significant rally, with multiple companies reaching new highs and notable increases in stock prices [2] Group 1: Stock Performance - Sifang Co. and Sanbian Technology both hit the daily limit up, indicating strong investor interest [2] - New Special Electric surged over 10%, reflecting positive market sentiment [2] - TBEA (特变电工) reached an all-time high, showcasing robust performance in the sector [2] Group 2: Other Companies - Jinpan Technology, Wangbian Electric, Siyuan Electric, Jiangsu Huachen, Zhongneng Electric, and Kelu Electronics also saw price increases, indicating a broad-based rally in the sector [2]

Core Viewpoint - Wangbian Electric is a significant player in the domestic power distribution and oriented silicon steel sector, with advantages in technology research and product quality, making it a valuable investment opportunity [1] Group 1: Business Overview - Wangbian Electric was established on August 16, 1994, and was listed on the Shanghai Stock Exchange on April 28, 2022, with its registered and office address in Chongqing [1] - The main business includes research, production, and sales of power distribution and control equipment and oriented silicon steel, categorized under the power equipment industry, specifically power transmission and transformation equipment [1] Group 2: Financial Performance - For Q3 2025, Wangbian Electric reported a revenue of 2.728 billion yuan, ranking 10th out of 29 in the industry, while the top competitor, Tebian Electric, achieved 72.918 billion yuan [2] - The net profit for the same period was 85.8574 million yuan, placing the company 14th in the industry, with the leading company, Tebian Electric, reporting a net profit of 5.735 billion yuan [2] Group 3: Financial Ratios - As of Q3 2025, Wangbian Electric's debt-to-asset ratio was 64.94%, an increase from 60.37% in the previous year, exceeding the industry average of 50.78% [3] - The gross profit margin for Q3 2025 was 12.51%, slightly up from 12.10% year-on-year, but still below the industry average of 22.99% [3] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 3.03% to 27,000, while the average number of circulating A-shares held per shareholder increased by 3.13% to 12,200 [5] Group 5: Executive Compensation - The chairman and general manager, Yang Zemin, received a salary of 581,900 yuan in 2024, which is a decrease of 47,400 yuan compared to 2023 [4]