Core Viewpoint - The smart grid sector is experiencing strong performance, with several companies leading the market, showcasing advancements in technology and solutions for smart grid applications. Company Summaries - **Senyuan Electric (002358.SZ)**: Latest stock price: 6.45 CNY, daily increase: 10.07%. A leading provider of intelligent power equipment solutions, offering products like smart high and low voltage switchgear and smart substation automation systems with features such as status monitoring and remote control [1]. - **Hancable Co., Ltd. (002498.SZ)**: Latest stock price: 8.46 CNY, daily increase: 10.10%. Notable for its technological advantages in high and ultra-high voltage cross-linked cables, providing online monitoring solutions for smart substations, essential for the safe and stable operation of smart grids [2]. - **Electric Power Research Institute (300215.SZ)**: Latest stock price: 8.16 CNY. A national independent third-party comprehensive electrical testing organization, covering critical areas such as ultra-high voltage transmission and transformation equipment and smart grid devices [3]. - **Jicheng Electronics (002339.SZ)**: Latest stock price: 10.36 CNY, daily increase: 20.00%. A leading provider of overall solutions for smart grids, with a product line covering all aspects of generation, transmission, transformation, distribution, usage, and dispatch, featuring automated systems for fault diagnosis and self-healing [4]. - **Guangdian Electric (601616.SH)**: Latest stock price: 10.10 CNY, daily increase: 10.10%. Focused on smart transmission and distribution equipment for 40.5KV and below, integrating smart monitoring functions to meet the automation needs of smart grid distribution networks [5]. - **Hongsheng Huayuan (601096.SH)**: Latest stock price: 4.58 CNY, daily increase: 10.59%. Develops smart energy management systems, enabling real-time cloud monitoring of substation equipment through smart gateways and utilizing AI technology to optimize energy structures [6]. - **Siyuan Electric (002028.SZ)**: Latest stock price: 185.90 CNY, daily increase: 10.02%. Manufacturer with capabilities in research and production of primary and secondary equipment for power systems, covering five major categories of smart grid business including reactive power compensation and digital substations [7]. - **Xigao Institute (688334.SH)**: Latest stock price: 25.06 CNY, daily increase: 19.50%. A leader in testing for ultra-high voltage, focusing on the construction of smart grids and providing inspection, testing, certification, and technical services for key equipment like high voltage switches and transformers [8]. - **New Wind Light (688663.SH)**: Latest stock price: 55.00 CNY, daily increase: 15.55%. Offers high voltage dynamic reactive power compensation devices (SVG) and energy storage PCS products for smart grid projects, enhancing grid stability and power quality [9]. - **Hongxiang Co., Ltd. (300427.SZ)**: Latest stock price: 15.62 CNY, daily increase: 10.78%. Engages in providing power detection and monitoring equipment to ensure grid safety, along with secondary fusion switch devices and distribution automation terminals for smart distribution networks [10]. - **Wansheng Intelligent (300882.SZ)**: Latest stock price: 24.90 CNY, daily increase: 8.07%. Focuses on the power distribution industry, specializing in smart meters and electricity information collection systems, essential components of the smart grid usage segment [11]. - **Yubang Electric (688597.SH)**: Latest stock price: 9.93 CNY, daily increase: 7.70%. A key supplier for national smart grid and power IoT, providing smart meters, collection terminals, and intelligent inspection services, covering the entire chain of "source, network, load, storage, intelligence" [11]. - **Hualing Cable (001208.SZ)**: Latest stock price: 25.44 CNY, daily increase: 7.12%. A domestic special cable manufacturer responding to national smart grid construction, maintaining good business relationships with State Grid and Southern Grid [13]. - **Baiyun Electric (603861.SH)**: Latest stock price: 14.60 CNY, daily increase: 6.96%. A comprehensive service provider for power energy, increasing investment in "secondary" intelligent technology to offer green and intelligent transmission and distribution products and system solutions [14]. - **Jiechuang Intelligent (301248.SZ)**: Latest stock price: 66.73 CNY. Smart grid is part of the company's smart city business, providing intelligent solutions for Southern Grid and China General Nuclear Power, collaborating with various local grid units [15]. - **Changgao Electric New (002452.SZ)**: Latest stock price: 9.50 CNY, daily increase: 6.15%. A major manufacturer of high voltage isolating switches, widely used in smart grid transmission and distribution, recognized as an excellent supplier for State Grid and Southern Grid [16].

证券日报网讯 1月14日，白云电器发布公告称，公司2026年第一次临时股东会审议通过《关于公司2026 年度日常关联交易额度预计的议案》。 （文章来源：证券日报） ...

广东合盛律师事务所 H O P E S U N 广东合盛律师事务所 地 址：广州市珠江新城华夏路 26 号雅居乐中心 8 楼 邮 编：510623 电 话：38792999 传 真：38795030 E-mail：hopesun@vip.163.com 关于广州白云电器设备股份有限公司 2026 年第一次临时股东会的 法律意见书 致：广州白云电器设备股份有限公司 广州白云电器设备股份有限公司（以下简称"公司"）2026 年第一次临时股东会（以 下简称"本次股东会"）采取现场投票与网络投票相结合的方式召开，其中现场会议于 2026 年1 月 14 日在广东省广州市白云区大岭南路18 号广州白云电器设备股份有限公司 办公楼 404 会议室召开。广东合盛律师事务所（以下简称"本所"）接受公司聘任，指 派本所律师参加本次股东会现场会议，并根据《中华人民共和国公司法》（以下简称"《公 司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、《上市公司股东会规则 （2025 年修订）》（以下简称"《股东会规则》"）以及《广州白云电器设备股份有限公 司章程》（以下简称"《公司章程》"）等有关规定，就本次股东会的召集 ...

证券代码：603861 证券简称：白云电器 公告编号：2026-002 广州白云电器设备股份有限公司 2026年第一次临时股东会决议公告 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： 本次会议是否有否决议案：无 一、 会议召开和出席情况 | 1、出席会议的股东和代理人人数 | 344 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 21,959,093 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 9.1278 | (四) 表决方式是否符合《公司法》及《公司章程》的规定，会议主持情况等。 本次会议由公司董事会召集，公司董事长胡德兆先生主持会议。会议采用现 场投票和网络投票相结合的表决方式进行表决。本次股东会的召开和表决方式符 (一) 股东会召开的时间：2026 年 1 月 14 日 (二) 股东会召开的地点：广东省广州市白云区大岭南路 18 号广州白云电器设 备股份有限公司 404 会议室 (三) 出席会议的普通股股东 ...

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]

广州白云电器设备股份有限公司 2026 年第一次临时股东会会议资料 证券代码:603861 证券简称:白云电器 （二〇二六年一月十四日） 1 | 重要提示 | 3 | | --- | --- | | 会议须知 | 4 | | 2026 年第一次临时股东会会议议程 5 | | | 议案一：《关于公司 2026 年度日常关联交易额度预计的议案》 | 7 | | 授权委托书 | 26 | 广州白云电器设备股份有限公司 2026 年第一次临时股东会 会议资料 股票简称：白云电器 股票代码：603861 广州白云电器设备股份有限公司 2026 年第一次临时股东会会议资料 重要提示 一、本次大会提供网络投票： 公司将通过上海证券交易所交易系统向公司股东提供网络形式的投票平台， 股东可以在网络投票时间内通过上述系统行使表决权。 二、股东会召开日期、时间： 1、现场会议时间：2026 年 1 月 14 日 15 时 00 分。 2、网络投票时间：2026 年 1 月 14 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会召开当日的交易时间段，即 9:15-9:25,9:30-11:30，13:00- ...

（记者 曾健辉） 每经头条（nbdtoutiao）——AI泡沫破灭？美股下跌20%？量子计算颠覆加密货币？金价涨破1万美元？ 2026年华尔街和科技圈十大预测来了 每经AI快讯，白云电器1月4日晚间发布公告称，截至2025年12月31日，公司通过上海证券交易所交易 系统以集中竞价交易方式累计回购股份约17万股，已回购股份占公司总股本约5.41亿股的比例为 0.0317%，回购成交的最高价为12.17元/股，最低价为11.6元/股，成交总金额为人民币203.73万元。 ...

（编辑 王江浩） 证券日报网讯 1月4日，白云电器发布公告称，截至2025年12月31日，公司通过上海证券交易所交易系 统以集中竞价交易方式累计回购股份171，500股，已回购股份占公司总股本540，527，955股的比例为 0.0317%，回购成交的最高价为12.17元/股，最低价为11.60元/股，成交总金额为人民币203.73万元（不 含交易费用）。 ...

格隆汇1月4日丨白云电器(603861.SH)公布，截至2025年12月31日，公司通过上海证券交易所交易系统 以集中竞价交易方式累计回购股份17.15万股，已回购股份占公司总股本540,527,955股的比例为 0.0317%，回购成交的最高价为12.17元/股，最低价为11.60元/股，成交总金额为人民币203.73万元（不 含交易费用）。 ...

证券代码：603861 证券简称：白云电器 公告编号：2026-001 广州白云电器设备股份有限公司 关于回购公司股份的进展公告 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： | 回购方案首次披露日 | 2025/8/1，由董事长胡德兆先生提议 | | --- | --- | | 回购方案实施期限 | 自公司董事会首次审议通过本次回购方案之日起 | | | 12 个月内 | | 预计回购金额 | 1,000万元~2,000万元 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 17.15万股 | | 累计已回购股数占总股本比例 | 0.0317% | | 累计已回购金额 | 203.73万元 | | 实际回购价格区间 | 11.60元/股~12.17元/股 | 一、回购股份的基本情况 二、回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股 ...