Group 1 - Nuclear power stocks are experiencing a continuous decline, with Shangwei Co. hitting the daily limit down [1] - Other companies in the sector, such as Hahwa Huatong, Shunna Co., Baili Electric, Xue Ren Co., Wangzi New Materials, Zhongzhou Special Materials, and Hezhuan Intelligent, have also seen declines exceeding 5% [1]

Investment Rating - The industry investment rating is "Overweight," indicating that the industry index is expected to outperform the market index by more than 10% in the next six months [45]. Core Viewpoints - The report highlights the initiation of pilot projects for the construction of a new power system by the National Energy Administration, focusing on innovative technologies and models to drive breakthroughs in the sector [3][35]. - The report suggests paying attention to leading companies in virtual power plant technology, which is identified as a key support for the new power system [3][40]. Summary by Sections Market Review - As of June 5, 2025, the Shenwan Power Equipment industry has seen a decline of 2.16% over the past two weeks, underperforming the CSI 300 index by 1.23 percentage points, ranking 28th among 31 industries [11]. - The industry has experienced a year-to-date decline of 5.44%, again underperforming the CSI 300 index by 3.98 percentage points [11]. - The wind power equipment sector increased by 0.10%, while the photovoltaic equipment sector decreased by 2.43% in the last two weeks [11][17]. Valuation and Industry Data - As of June 5, 2025, the overall PE (TTM) for the power equipment sector is 24.42 times, with sub-sectors showing varied valuations: - Electric Motor II: 47.23 times - Other Power Equipment II: 39.92 times - Photovoltaic Equipment: 16.73 times - Wind Power Equipment: 30.46 times - Battery: 24.46 times - Grid Equipment: 23.80 times [26]. Industry News - The National Energy Administration has issued a notice to conduct pilot projects focusing on seven key areas, including virtual power plants and intelligent microgrids, to explore new technologies and models for the new power system [35]. - The report also mentions the promotion of green electricity direct connection development, emphasizing the importance of source-load matching [35]. Company Announcements - The report includes various company announcements, such as the completion of a hydrogen production and refueling station in Wuhai, which is expected to enhance logistics efficiency [38]. - It also notes the share repurchase plans of several companies, indicating ongoing corporate actions in the sector [38]. Weekly Perspective on Power Equipment Sector - The report emphasizes the importance of the new power system construction and suggests focusing on companies that are leading in virtual power plant technology [40]. - It highlights the potential for significant advancements in the sector, driven by government initiatives and technological innovations [40].

二○二五年六月 2025 年第一次临时股东大会会议资料 会议议程 尚纬股份有限公司 2025 年第一次临时股东大会会议议程 尚纬股份有限公司 603333 2025 年第一次临时股东大会会议资料 现场会议时间：2025 年 6 月 13 日 14 点 00 分 网络投票时间：通过交易系统投票平台的投票时间为股东大会召开当日的交易时间 段，即 9:15-9:25,9:30-11:30，13:00-15:00；通过互联网投票平台的投票时间为股东 大会召开当日的 9:15-15:00。 现场会议地点：四川省乐山高新区迎宾大道 18 号尚纬股份有限公司会议室 会议方式：现场记名投票与网络投票相结合方式 会议主持人：公司董事长黄金喜 会议主要议程： 一、参会股东资格审查 公司登记在册的所有股东或其代理人，均有权出席股东大会。股东应当持身份证或 其他能够表明其身份的有效证件或证明出席股东大会。代理人还应当提交股东授权委托 书和本人有效身份证件。 二、会议签到 三、主持人宣布会议开始 （一）介绍参加会议的公司股东和股东代表及所代表的股份总数，介绍参加会议的 公司董事、监事、高管人员和特邀人员。 （二）介绍会议议题、表决方式 ...

尚纬股份有限公司 603333 2024 年年度股东大会会议资料 二○二五年六月 2024 年年度股东大会会议资料 会议议程 尚纬股份有限公司 2024 年年度股东大会会议议程 现场会议时间：2025 年 6 月 27 日 14 点 00 分 网络投票时间：通过交易系统投票平台的投票时间为股东大会召开当日的交易时间 段，即 9:15-9:25,9:30-11:30，13:00-15:00；通过互联网投票平台的投票时间为股东 大会召开当日的 9:15-15:00。 现场会议地点：四川省乐山高新区迎宾大道 18 号尚纬股份有限公司会议室 会议方式：现场记名投票与网络投票相结合方式 会议主持人：公司董事长黄金喜 会议主要议程： 一、参会股东资格审查 公司登记在册的所有股东或其代理人，均有权出席股东大会。股东应当持身份证或 其他能够表明其身份的有效证件或证明出席股东大会。代理人还应当提交股东授权委托 书和本人有效身份证件。 二、会议签到 五、投票表决等事宜 三、主持人宣布会议开始 （一）介绍参加会议的公司股东和股东代表及所代表的股份总数，介绍参加会议的 公司董事、监事、高管人员和特邀人员。 （二）介绍会议议题、表决方 ...

证券代码：603333 证券简称：尚纬股份 公告编号：2025-036 尚纬股份有限公司 关于召开2024年年度股东大会的通知 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： 一、 召开会议的基本情况 (一) 股东大会类型和届次 至2025 年 6 月 27 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召开当日的交易时间段，即 9:15-9:25,9:30-11:30，13:00-15:00；通过 互联网投票平台的投票时间为股东大会召开当日的 9:15-15:00。 (六) 融资融券、转融通、约定购回业务账户和沪股通投资者的投票程序 涉及融资融券、转融通业务、约定购回业务相关账户以及沪股通投资者 的投票，应按照《上海证券交易所上市公司自律监管指引第 1 号 — 规范运 作》等有关规定执行。 2024年年度股东大会 召开的日期时间：2025 年 6 月 27 日 14 点 00 分 召开地点：四川省乐山高新区迎宾大道 18 号 (五) 网络投票的系统、起止日期和投票时间。 股东大 ...

Group 1 - The stock of Shangwei Co., Ltd. has experienced a significant increase, with 7 out of 9 trading days resulting in a trading limit increase, leading to a cumulative rise of 71.35% and a turnover rate of 101.51% [2] - As of 9:50 AM, the stock's trading volume reached 96.97 million shares, with a transaction amount of 919 million yuan, resulting in a turnover rate of 15.60% [2] - The total market capitalization of the A-shares reached 5.985 billion yuan [2] Group 2 - The stock has appeared on the Dragon and Tiger list four times due to a cumulative deviation in the increase of 20% over three consecutive trading days, with a daily drop deviation of 7% and a daily increase deviation of 7% [2] - The net selling amount from the leading brokerage firms on the buy and sell side totaled 19.90 million yuan [2] Group 3 - The company's Q1 report indicated a total operating revenue of 242 million yuan, reflecting a year-on-year decrease of 4.15%, while the net profit was -14 million yuan, showing a year-on-year increase of 12.25% [2] Group 4 - Recent trading data shows fluctuations in daily price changes and turnover rates, with notable days including a 10.06% increase on May 29 and a 10.04% decrease on May 30 [2]

Market Overview - As of June 3, the Shanghai Composite Index closed at 3361.98 points, up 14.49 points, with a gain of 0.43% [1] - The Shenzhen Component Index closed at 10057.17 points, up 16.54 points, with a gain of 0.16% [1] - The ChiNext Index closed at 2002.70 points, up 9.51 points, with a gain of 0.48% [1] High Turnover Stocks - A total of 78 A-shares had a turnover rate exceeding 20% on June 3 [1] - Notable stocks with high turnover rates include: - Xiongdi Technology (300546) with a turnover rate of 61.20% and a closing price of 25.18 yuan, up 0.72% [1] - New World (301277) with a turnover rate of 51.25% and a closing price of 17.55 yuan, up 11.01% [1] - Kangliyuan (301287) with a turnover rate of 43.10% and a closing price of 37.70 yuan, up 12.98% [1] Additional High Turnover Stocks - Other stocks with significant turnover rates include: - C Guqi (001390) at 42.61% turnover, closing at 25.65 yuan, down 5.07% [1] - Guangkang Biochemical (300804) at 42.51% turnover, closing at 44.68 yuan, up 5.75% [1] - Wangzi New Materials (002735) at 42.39% turnover, closing at 17.70 yuan, down 10.02% [1] Summary of Turnover Rates - The data indicates a trend of increased trading activity in certain stocks, with several companies experiencing significant fluctuations in their share prices alongside high turnover rates [1][2][3]

Group 1 - High-priced stocks experienced significant declines in early trading, with companies such as Liren Lizhuang (605136) and Wangzi New Materials (002735) hitting the daily limit down [1] - Other companies like Rongfa Nuclear Power (002366), Shangwei Co., Ltd. (603333), Yong'an Pharmaceutical (002365), and Zhongchao Holdings (002471) also saw notable decreases in their stock prices [1] - There is a revelation of dark pool fund flows, indicating potential signals for capturing the accumulation activities of major investors [1]

Group 1 - The stock of Shangwei Co., Ltd. (603333) reached the daily limit, with a turnover rate of 8.29% and a transaction amount of 503 million yuan, showing a fluctuation of 5.51% [2] - The stock was listed on the Shanghai Stock Exchange's watchlist due to a price deviation of 9.35%, with a net buying amount of 56.0594 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction of 135 million yuan, with a buying amount of 95.5501 million yuan and a selling amount of 39.4907 million yuan, resulting in a net buying of 56.0594 million yuan [2] Group 2 - The leading buying brokerage was CITIC Securities Co., Ltd. Hangzhou Qingchun Road Securities Business Department, with a buying amount of 29.7914 million yuan, while the top selling brokerage was Kaiyuan Securities Co., Ltd. Xi'an Gaoxin Chengzhang Road Securities Business Department, with a selling amount of 9.584 million yuan [2][3] - In the past six months, the stock has appeared on the watchlist five times, with an average price increase of 4.44% the next day and an average increase of 18.06% over the following five days [2] - The stock experienced a net inflow of 98.7989 million yuan in main funds today, with a significant single net inflow of 102 million yuan, while large single funds saw a net outflow of 3.5806 million yuan [2] Group 3 - For the first quarter, the company reported an operating income of 242 million yuan, a year-on-year decrease of 4.15%, and a net profit of -14.4943 million yuan [3] - The top five buying brokerages on May 29 included CITIC Securities Co., Ltd. Hangzhou Qingchun Road Securities Business Department, with a buying amount of 29.7914 million yuan, and the top selling brokerage was Kaiyuan Securities Co., Ltd. Xi'an Gaoxin Chengzhang Road Securities Business Department, with a selling amount of 9.584 million yuan [3][4]

证券代码：603333 证券简称：尚纬股份 公告编号：临 2025-035 尚纬股份有限公司 股票交易异常波动暨更正严重异常波动的公告 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、准确性和完整性承担个别及连带 责任。 重要内容提示： 尚纬股份有限公司（以下简称"公司"）股票于 2025 年 5 月 27 日、5 月 28 日和 5 月 29 日连续三个交易日内收盘价格涨幅偏离值累计超过 20%，根据《上 海证券交易所交易规则》等有关规定，属于股票交易异常波动的情形。自 2025 年 5 月 22 日至 5 月 29 日，公司股票连续六个交易日内收盘价格累计涨幅达到 77.22%，同期上证指数同比下跌 0.71%，公司股票涨幅显著高于同期上证指数， TTM 为 337.1 显著高于同行业上市公司，股票交易价格存在较大波动。公司特别 提醒广大投资者注意二级市场交易风险，理性决策，审慎投资。 鉴于公司股票短期内涨幅较大，明显大于行业内大部分公司，股价剔除 大盘和板块整体因素后的实际波动幅度较大，后续股票可能存在较大风险，公司 郑重提醒广大投资者充分了解二级市 ...