证券代码：605169 证券简称：神马电力 公告编号：2025-090 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： 江苏神马电力股份有限公司（以下简称"公司"）股票于 2025 年 11 月 3 日、11 月 4 日、11 月 5 日连续三个交易日内日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》的有关规定，属于股票交易异常波动情形。 公司股票于 2025 年 11 月 3 日、11 月 4 日、11 月 5 日连续三个交易日内日 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》的有关规 定，属于股票交易异常波动。 二、公司关注并核实的相关情况 （一）生产经营情况 经公司自查，公司目前生产经营活动正常，内外部经营环境未发生重大变化。 江苏神马电力股份有限公司 股票交易异常波动公告 经公司自查，并向公司控股股东及实际控制人核实，截至本公告披露日， 不存在应披露而未披露的重大信息。公司提醒广大投资者充分了解二级市场交易 风险，审慎决策，理性投资。 一、股票交易（异常）波动 ...

关于持股 5%以上股东权益变动触及 1%刻度的提示 性公告 陈小琴女士及其一致行动人上海神马电力控股有限公司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。 证券代码：603530 证券简称：神马电力 公告编号：2025-089 江苏神马电力股份有限公司 | | ☑控股股东/实际控制人及其一致行动人 | | --- | --- | | 投资者及其一致行动人的身份 | □其他 5%以上大股东及其一致行动人 | | | □合并口径第一大股东及其一致行动人 | | | □其他______________ | 2.信息披露义务人信息 | 信息披露义务人名称 | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | | ☑ | 控股股东/实控人 | 不适用 | | □ | 控股股东/实控人的一致 | | | 陈小琴 | 行动人 | | | □ | 其他直接持股股东 | | 3.一致行动人信息 | | | 1 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： | 权益变动方向 | 比例增加□ | | 比例减少☑ | | --- | - ...

Group 1 - The core point of the article is that Shenma Electric Power (603530.SH) announced a share reduction by shareholder Chen Xiaoqin, who reduced her holdings by 4.3168 million shares, representing 1.00% of the company's total share capital [1] - Following this reduction, the combined shareholding of Chen Xiaoqin and her concerted parties decreased from 79.16% to 78.16%, indicating a significant change in ownership structure [1] - The share reduction occurred between September 17, 2025, and November 5, 2025, through centralized bidding transactions [1]

Group 1 - The A-share market demonstrated strong resilience despite declines in US and Japanese stock markets, with a notable "V" rebound and the ChiNext index rising over 1% [1] - The People's Bank of China announced a 700 billion yuan reverse repurchase operation to maintain liquidity in the banking system, indicating a commitment to easing monetary policy [1] - The AI industry is facing a power shortage rather than a surplus of computing power, leading to increased demand for power-related equipment [2][4] Group 2 - Companies in the power equipment sector, such as SanNeng Electric and Zhongzhi Technology, saw significant stock price increases, with some stocks hitting the daily limit [2] - High investment in global digital infrastructure and energy systems driven by AI is projected to reach $5 trillion over the next decade, benefiting power equipment manufacturers [2] - The transformer market is experiencing tight supply, with prices for key components rising by 20% and delivery times extending from 3-6 months to 9-12 months [4] Group 3 - The market is currently in a policy and earnings vacuum, but external uncertainties are diminishing, and the market remains relatively active [6] - Despite a decrease in trading volume, the overall market turnover is around 1.87 trillion yuan, indicating ongoing buying interest and sector rotation [7] - Future market trends are expected to continue with strong sector performance and rotation among stocks, particularly in undervalued sectors like metals, coal, and renewable energy [8][9]

Core Points - The company Shenneng Power (603530.SH) announced a share reduction by shareholder Chen Xiaoqin, who reduced her holdings by 4.3168 million shares, representing 1.00% of the total share capital [1] - Following this reduction, the combined shareholding of Chen Xiaoqin and her concerted parties decreased from 79.16% to 78.16%, triggering a change in equity that touches the 1% integer multiple [1]

Core Insights - On November 5, a total of 36 stocks were identified with institutional activity, with 22 showing net buying and 14 showing net selling [1] Institutional Buying - The top three stocks with the highest net buying by institutions were: - Arctech (阿特斯) with a net buying amount of 391 million yuan - China Tungsten High-Tech (中钨高新) with a net buying amount of 168 million yuan - Sifang Co., Ltd. (四方股份) with a net buying amount of 132 million yuan [1] Institutional Selling - The top three stocks with the highest net selling by institutions were: - Zhenhua Heavy Industries (振华股份) with a net outflow of 197 million yuan - Shunfa Power (神马电力) with a net outflow of 124 million yuan - Jishi Media (吉视传媒) with a net outflow of 98.63 million yuan [1]

Core Points - Shenma Electric (603530.SH) announced that shareholder Chen Xiaoqin reduced her holdings by 4.3168 million shares between September 17 and November 5, 2025, accounting for 1.00% of the company's total share capital [1] - Following this equity change, the combined shareholding of Chen Xiaoqin and her concerted parties decreased from 79.16% to 78.16%, triggering a change that touches the 1% integer multiple [1]

Core Viewpoint - The company, Shennma Electric Power, has announced that its main business operations remain stable and unchanged, despite recent market fluctuations [1] Business Operations - The company primarily engages in the research, production, and sales of composite external insulation for power system substations, composite external insulation for power transmission and distribution lines, and rubber sealing components [1] - There have been no significant changes in the company's business operations or its main business structure [1] Investment Plans - The company is planning to invest in establishing factories in Vietnam and Romania, although specific investment scales have yet to be determined [1] - A board meeting will be convened soon to review related proposals regarding the investment [1]

Core Points - Shenma Electric (603530.SH) announced that shareholder Chen Xiaoqin reduced her stake by 4.3168 million shares, representing 1.00% of the company's total share capital [1] - Following this equity change, the combined shareholding of Chen Xiaoqin and her concerted parties decreased from 79.16% to 78.16%, triggering a 1% integer change in equity [1]

Core Viewpoint - The electric grid equipment sector experienced a significant surge in stock prices on November 5, with multiple companies reaching their daily price limits and others showing substantial gains [1]. Group 1: Stock Performance - Zhongzhi Technology (众智科技) saw a price increase of 19.99%, reaching a price of 40.70 [2]. - China Energy Electric (中能电气) also rose by 19.95%, with a price of 9.20 [2]. - Other notable performers included Caneng Electric (灿能电力) with an 18.01% increase, and Shuangjie Electric (双杰电气) which rose by 14.32% [2]. - Solar Cable (太阳电缆) and Moen Electric (摩恩电气) both achieved gains of over 10%, with increases of 10.03% and 10.01% respectively [2]. - Additional companies such as Shenma Electric (神马电力) and Baobian Electric (保变电气) also showed strong performance, with price increases of 10.00% and 9.99% respectively [2].