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柴油发电机概念再创历史新高!六大概念股盘点(名单)
Zheng Quan Zhi Xing· 2025-08-19 07:38
Group 1 - The diesel generator concept has gained significant traction, with companies like Taihao Technology, Power New Science, and Weichai Heavy Machinery hitting their daily limit up, and the diesel generator concept index has increased by over 64% this year [1] - The demand for high-end diesel generators has surged due to the continuous growth of AI data centers (AIDC) and traditional data centers, with power requirements for AIDC cabinets increasing from 4-8 kW to 20-100 kW, necessitating more robust backup power configurations [2][3] - Major tech companies like Tencent, Alibaba, and ByteDance are expanding their data centers, which is expected to drive the demand for diesel generators, with the market size projected to reach 9.1 billion yuan by 2025, a year-on-year growth of over 50% [2] Group 2 - North American cloud service providers are increasing investments in AI infrastructure, leading to a supply-demand imbalance for diesel generators globally, with prices reaching over 2.8 million yuan earlier this year [3] - Domestic manufacturers are experiencing a production backlog extending to November 2025, and the price of domestic diesel generators is around 3 million yuan, while export prices are approximately 4 million yuan, indicating a rising profit margin [3] - The domestic supply-demand gap is expected to persist due to the difficulty and low willingness of international leaders to expand production, benefiting domestic manufacturers in the diesel generator market [3] Group 3 - KOTAI Power focuses on the development, design, production, and sales of generator sets, with stable business cooperation in backup power for data centers [4] - Weichai Heavy Machinery specializes in developing and manufacturing power generation equipment, which is used as backup power in data centers [4] - Huafeng Co. produces intelligent generator sets primarily for data centers and communication bases [4] - Shenli Co. provides diesel generator products applicable in industries requiring emergency power, including data centers [4] - Taihao Technology specializes in emergency equipment for military applications, with intelligent emergency power solutions for data centers [4] - Sumida has a long-standing presence in the generator market, providing reliable backup power solutions for data centers [4]
神力股份: 神力股份:股东减持股份结果公告
Zheng Quan Zhi Xing· 2025-08-18 08:15
证券代码:603819 证券简称:神力股份 公告编号:2025-037 股东身份 常州神力电机股份有限公司 | 董事、监事和高级管理人员 | | | | | □是 □否 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 其他:不适用 | | | | | | | | | | | 持股数量 18,506,272股 | | | | | | | | | | | 持股比例 8.50% | | | | | | | | | | | 当前持股股份来源 协议转让取得:18,506,272股 | | | | | | | | | | | 上述减持主体无一致行动人。 | | | | | | | | | | | 二、减持计划的实施结果 | | | | | | | | | | | (一)大股东因以下事项披露减持计划实施结果: | | | | | | | | | | | 披露的减持时间区间届满 | | | | | | | | | | | 股东名称 昱铭耀 | | | | | | | | | | | 2025 减持计划首次披露日期 年 日 | ...
神力股份:股东昱铭耀减持公司股份计划完成,累计减持约624万股
Mei Ri Jing Ji Xin Wen· 2025-08-18 08:10
(文章来源:每日经济新闻) 神力股份8月18日晚间发布公告称,昱铭耀在减持期间内通过集中竞价及大宗交易方式累计减持公司股 份约624万股,占公司总股本的2.86%。本次减持计划实施完毕。 ...
神力股份(603819.SH):昱铭耀累计减持2.86%股份
Ge Long Hui A P P· 2025-08-18 08:04
格隆汇8月18日丨神力股份(603819.SH)公布,公司收到昱铭耀出具的《关于减持结果的告知函》,截止 本公告披露日,本次减持时间区间已届满。昱铭耀在减持期间内通过集中竞价及大宗交易方式累计减持 公司股份6,237,201股,占公司总股本的2.86%。 ...
神力股份(603819) - 神力股份:股东减持股份结果公告
2025-08-18 08:01
证券代码:603819 证券简称:神力股份 公告编号:2025-037 减持计划的实施结果情况:2025 年 8 月 18 日,公司收到昱铭耀出具的 《关于减持结果的告知函》,截止本公告披露日,本次减持时间区间已届满。昱 铭耀在减持期间内通过集中竞价及大宗交易方式累计减持公司股份 6,237,201 股,占公司总股本的 2.86%。 股东名称 昱铭耀 股东身份 控股股东、实控人及一致行动人 □是 □否 直接持股 5%以上股东 √是 □否 董事、监事和高级管理人员 □是 □否 其他:不适用 持股数量 18,506,272股 持股比例 8.50% 当前持股股份来源 协议转让取得:18,506,272股 常州神力电机股份有限公司 股东减持股份结果公告 本公司董事会、全体董事及相关股东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: 股东持股的基本情况:本次减持计划实施前,四川昱铭耀新能源有限公 司(以下简称为"昱铭耀")持有常州神力电机股份有限公司(以下简称"公司") 18,506,272 股,占公司总股本的 8.50%; 一、减持主体减持 ...
神力股份(603819)8月13日主力资金净流出1687.09万元
Sou Hu Cai Jing· 2025-08-13 13:04
Group 1 - The core point of the article highlights the financial performance and stock market activity of Shenli Co., Ltd. (603819) as of August 13, 2025, showing a decline in stock price and significant net outflow of funds [1] - As of the first quarter of 2025, the company reported total revenue of 326 million yuan, a year-on-year increase of 21.55%, but a significant decrease in net profit by 95.01% to 458,100 yuan [1] - The company's liquidity ratios are reported with a current ratio of 1.635 and a quick ratio of 1.280, indicating a stable short-term financial position, while the debt-to-asset ratio stands at 47.05% [1] Group 2 - Shenli Co., Ltd. has made investments in three external companies and participated in 33 bidding projects, indicating active engagement in business expansion [2] - The company holds 46 trademark registrations and 194 patents, reflecting a strong focus on intellectual property and innovation [2] - Additionally, the company possesses 21 administrative licenses, which may facilitate its operational capabilities [2]
今日69只股长线走稳 站上年线
Zheng Quan Shi Bao Wang· 2025-08-11 04:01
Core Points - The Shanghai Composite Index closed at 3653.50 points, above the annual line, with a gain of 0.51% [1] - The total trading volume of A-shares reached 1,149.623 billion yuan [1] - A total of 69 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] Summary of Stocks Breaking the Annual Line - The stocks with the highest deviation rates include: - Shen Zhen Zhi Ye A: 5.97% deviation, closing price 6.97 yuan, with a daily increase of 7.07% and turnover rate of 4.64% [1] - De Fang Na Mi: 5.54% deviation, closing price 35.42 yuan, with a daily increase of 8.25% and turnover rate of 8.20% [1] - An Da Ke Ji: 5.19% deviation, closing price 5.86 yuan, with a daily increase of 5.78% and turnover rate of 6.58% [1] - Other notable stocks with smaller deviation rates include: - Hua Xi Biological: just above the annual line [1] - Yuan Zuo Shares: just above the annual line [1] - Pu Rui Eye Care: just above the annual line [1] Additional Stock Data - Other stocks with significant performance include: - Zhu Hai Guan Yu: 4.33% deviation, closing price 15.64 yuan, daily increase of 6.76% [1] - San Wei Gu Fen: 4.27% deviation, closing price 12.50 yuan, daily increase of 7.76% [1] - Tian Li Lithium Energy: 2.96% deviation, closing price 30.04 yuan, daily increase of 4.05% [1]
神力股份: 神力股份:2025年第一次临时股东大会资料
Zheng Quan Zhi Xing· 2025-08-07 16:11
常州神力电机股份有限公司 ②网络投票起止时间:自 2025 年 8 月 20 日至 2025 年 8 月 20 日 ③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 常州神力电机股份有限公司 2025 年第一次临时股东大会会议资料 常州神力电机股份有限公司 一、会议时间: ①网络投票系统:上海证券交易所股东大会网络投票系统 会议资料 江苏常州 二零二五年八月 常州神力电机股份有限公司 2025 年第一次临时股东大会会议资料 议案二:关于取消公司监事会并修订《公司章程》及相关制度的议案 ...... 7 议案 1《关于提名公司第五届董事会非独立董事的议案》 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。 二、现场会议地点:江苏省常州市经开区兴东路 289 号常州神力电机股份有限公 司会议室 常州神力电机股份有限公司 2025 年第一次临时股东大会会议资料 议案 2《关于取消公司监事会并修订 <公司章程> 及相关制度的议案》 三、出席现场会议对象 公司登记在册的本公司股 ...
神力股份(603819) - 神力股份:2025年第一次临时股东大会资料
2025-08-07 08:30
常州神力电机股份有限公司 2025 年第一次临时股东大会 会议资料 江苏常州 二零二五年八月 常州神力电机股份有限公司 2025 年第一次临时股东大会会议资料 目录 | 2025 年第一次临时股东大会会议议程 | | 2 | | --- | --- | --- | | 2025 年第一次临时股东大会会议须知 | | 4 | | 2025 年第一次临时股东大会会议议案 | | 6 | | 议案一:关于提名公司第五届董事会非独立董事的议案 | | 6 | | 议案二:关于取消公司监事会并修订《公司章程》及相关制度的议案 | | 7 | 1 常州神力电机股份有限公司 2025 年第一次临时股东大会会议资料 常州神力电机股份有限公司 2025 年第一次临时股东大会会议议程 常州神力电机股份有限公司 2025 年第一次临时股东大会会议资料 一、会议时间: ③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。 二、现场会议地点:江苏省 ...
神力股份: 神力股份:第五届监事会第五次会议决议公告
Zheng Quan Zhi Xing· 2025-08-04 16:22
Group 1 - The company held its fifth meeting of the fifth session of the supervisory board on August 4, 2025, with all three supervisors present, ensuring compliance with legal and regulatory requirements [1][2] - The company decided to abolish the supervisory board in accordance with the new Company Law effective from July 1, 2024, and related regulations, transferring the supervisory board's powers to the audit committee of the board of directors [1][2] - The decision to abolish the supervisory board and amend relevant regulations requires approval from the shareholders' meeting, with a unanimous vote of 3 in favor and no votes against or abstentions [2]