证券日报网讯 1月30日，国力电子在互动平台回答投资者提问时表示，公司在射频电源端的主打产品真 空电容器已向国内主要半导体设备厂和射频电源厂供货，例如直接供应给北方华创、中微公司等头部设 备制造商，同时也向四川英杰电气、深圳恒运昌等射频电源厂商供货。在该产品的国产替代方面，公司 产品在耐压、承载电流及寿命等关键性能上与国外主要竞争对手已基本相当，凭借更优的性价比优势， 正加速在核心客户中实现进口替代。展望未来，随着国家政策对产业链自主可控的推动以及国内半导体 设备需求的持续增长，半导体领域高性能真空电容器的全球及中国市场预计将保持可观的年复合增长 率。 （编辑 王雪儿） ...

格隆汇1月30日｜有投资者在互动平台向国力电子提问：请问国力电子公司在国产半导体射频电源方 面，公司主打产品真空电容器给国内哪些企业进行供货，真空电容在下游客户的占比如何。根据恒运昌 的招股书披露显示，电容在总体元器件成本占比30%+以上，真空电容器作为核心零部件对海外厂商的 替代进展如何，在国产替代趋势下，后续市场空间如何展望？ 国力电子回复称，公司在射频电源端的 主打产品真空电容器已向国内主要半导体设备厂和射频电源厂供货，例如直接供应给北方华创、中微公 司等头部设备制造商，同时也向四川英杰电气、深圳恒运昌等射频电源厂商供货。在该产品的国产替代 方面，公司产品在耐压、承载电流及寿命等关键性能上与国外主要竞争对手已基本相当，凭借更优的性 价比优势，正加速在核心客户中实现进口替代。展望未来，随着国家政策对产业链自主可控的推动以及 国内半导体设备需求的持续增长，半导体领域高性能真空电容器的全球及中国市场预计将保持可观的年 复合增长率。 ...

Core Insights - The report emphasizes that China's asset value has significant room for revaluation, with the stock market expected to experience a slow bull market in 2025, driven by the transition from old to new economic drivers and the increasing share of the tertiary industry [6] - The report highlights that the liquidity environment is expected to remain supportive for the stock market in 2026, with potential interest rate cuts in China and a narrowing of interest rate differentials between China and the US [7] - The report anticipates a turning point in corporate earnings and valuations in the A-share market, with a projected profit growth rate of around 12% in 2026 [8] Economic News - The report notes that retail sales in various sectors, including home appliances and tourism, have shown significant year-on-year growth, indicating a recovery in consumer spending [2] - The People's Bank of China has announced measures to enhance offshore RMB liquidity, which may positively impact market confidence and investment [2] - The report mentions that foreign direct investment in China has increased, particularly in high-tech industries, reflecting a positive trend in attracting foreign capital [2] Industry Analysis - The report discusses the ongoing transformation of China's manufacturing sector, with a shift towards high-value-added services and technology-driven industries, which is expected to enhance the profitability of Chinese assets [6] - The report highlights the expected growth in the lithium industry, driven by the demand for electric vehicles and energy storage systems, with a projected compound annual growth rate (CAGR) of 21% for lithium demand from 2024 to 2027 [21] - The report indicates that the rare earth industry is undergoing a structural optimization, with supply constraints and increasing demand from sectors like electric vehicles and renewable energy, which may lead to price increases and improved profitability for related companies [17][18] Company Recommendations - The report recommends several stocks for 2026, including Torch Electronics, which is expected to benefit from improving industry conditions, and Guoli Electronics, which has a strong position in the semiconductor and new energy sectors [13] - Other recommended companies include Huace Navigation, which is poised to benefit from the Beidou satellite system, and Kingsoft Office, which is expected to see growth in its software business [13][14] - The report also highlights the potential of companies in the lithium and rare earth sectors, such as Zhongmin Resources and Jinyang Salt, due to the anticipated growth in demand for these materials [20][21]

人民财讯1月26日电，企查查APP显示，近日，沈阳沈航智控电子有限公司成立，注册资本1000万元， 经营范围包含电子真空器件制造；电子真空器件销售；配电开关控制设备销售；配电开关控制设备制造 等。企查查股权穿透显示，该公司由国力电子(688103)等共同持股。 ...

以下文章来源于数据宝 ，作者陈见南 数据宝 . 品在植入体材料选型、生物相容性要求、生产工艺、品质系统控制等关键工艺技术领域与人工耳蜗高度相通。公司正与下游创新 型脑机接口客户深入开展工艺探索和技术合作，协助客户实现从实验室研发到批量出货的高效商业化转化。 机器人业务方面，在人形机器人领域，公司家用及消费电子事业部积极布局发展路径，结合公司在PEEK材料及其改性（如碳纤维 增强）、小型电机相关部件（如定子包胶）、传感器研发等方面的技术积累，已启动相关产品技术布局并与客户开展接洽。在手 术机器人领域，公司已有产品实现向部分国内外客户小批量供货。关于具体产品技术及客户信息，敬请投资者关注公司对外公开 披露的相关公告。 数据宝——证券时报智能原创新媒体，中国股市大数据新媒体领先品牌，依托证券时报财经数据库和证监会指定信息披露媒体的 权威信息，让您用手机也能从海量数据中获得有用的决策信息支持，数据是个宝，炒股少烦恼！ 来源：数据宝 近一周机构调研个股有190多只，大金重工调研机构数最多。 大金重工 有209家机构调研，其中包括46家基金公司、44家证券公司、41家私募、12家保险公司等。公司在调研中称，对现有能源 进 ...

近一周机构调研个股有190多只，大金重工调研机构数最多。大金重工有209家机构调研，其中包括46家 基金公司、44家证券公司、41家私募、12家保险公司等。公司在调研中称，对现有能源进行存量替代、 以及新增用电需求，叠加独特的自然资源禀赋，使得欧洲发展海风成为"必选项"。北海、波罗的海以及 英法西部沿岸的大西洋海域具有风速高、水浅的特征，海上风能资源丰富，当前渗透率非常低，当地现 有海风装机量无法满足需求，未来海上风电还有很好的增长空间。从业绩角度来看，近一周机构调研股 中，有9股2025年净利润预增上限超过100%，分别是佰维存储、英联股份、国力电子、富特科技、润丰 股份、大金重工、豪鹏科技、震裕科技和长缆科技。其中，佰维存储净利润预增上限超过5倍，居首。 从市场表现来看，近一周机构调研股平均上涨超5%，龙芯中科、帝科股份、齐翔腾达等个股均涨逾 20%。（人民财讯） ...

Core Viewpoint - The article highlights that Daikin Heavy Industries has attracted the most institutional research interest, with 209 institutions conducting research on the company, indicating strong market interest and potential growth in the offshore wind energy sector in Europe [1] Group 1: Institutional Research - Daikin Heavy Industries has been researched by 209 institutions, including 46 fund companies, 44 securities firms, 41 private equity firms, and 12 insurance companies [1] - The company emphasizes the necessity of replacing existing energy sources and meeting new electricity demands, particularly in the context of Europe's unique natural resource endowments [1] Group 2: Offshore Wind Energy Potential - The North Sea, Baltic Sea, and the Atlantic waters off the coasts of England and France are characterized by high wind speeds and shallow waters, making them rich in offshore wind energy resources [1] - The current penetration rate of offshore wind energy in these regions is very low, indicating significant growth potential for offshore wind power in the future [1] Group 3: Performance of Research Stocks - Among the stocks researched by institutions, nine are projected to have a net profit increase exceeding 100% by 2025, including companies like Baiwei Storage and Daikin Heavy Industries [1] - Baiwei Storage leads with a projected net profit increase of over five times, showcasing exceptional growth potential [1] - The average stock price of the researched companies has risen by over 5% in the past week, with individual stocks like Longxin Zhongke and Dike Co. seeing increases of over 20% [1]

Core Insights - The report emphasizes the significant potential for asset value re-evaluation in China, predicting a slow bull market in the stock market by 2025 as a reflection of this process [3] - The report highlights the ongoing transformation of China's economy towards high-value service industries, with a notable shift from traditional manufacturing to technology-driven sectors [3] - The anticipated liquidity support for the stock market is expected to facilitate the return of overseas capital and encourage domestic investment in equities [4] - The report forecasts a recovery in corporate earnings and valuation expansion, suggesting a transition from valuation-driven growth to earnings-driven growth in the A-share market [5] - The report identifies favorable factors for economic recovery, including the implementation of the "14th Five-Year Plan" and a shift from passive to active inventory replenishment [6][7] - Investment styles are expected to shift towards a more balanced approach, with growth and cyclical sectors outperforming others as consumer recovery becomes more likely [8] Company Recommendations - Torch Electronics (603678.SH): The company is experiencing improved industry conditions, with significant growth in its three main business segments, achieving a revenue of 1.772 billion yuan in the first half of 2025, a 24.20% year-on-year increase [15] - Guoli Electronics (688103.SH): A leading player in vacuum devices, the company has seen rapid revenue growth, reaching 569 million yuan in the first half of 2025, a 70.49% increase year-on-year, driven by demand in the semiconductor and new energy sectors [20] - Huace Navigation (300627.SZ): The company is positioned to benefit from the North Star initiative, with a revenue of 3.251 billion yuan in 2024, reflecting a 21.38% year-on-year growth [23] - Kingsoft Office (688111.SH): The company reported a revenue of 4.178 billion yuan in the first three quarters of 2025, a 15.21% increase year-on-year, driven by strong growth in its WPS software business [30] - Zhejiang Xiantong (603239.SH): The company has established itself as a leader in the automotive sealing strip industry, benefiting from the rising demand for high-end automotive products [33] - Zhongke Haixun (300810.SZ): The company is developing comprehensive deep-sea technology solutions, positioning itself as a leader in underwater acoustics [10] - Jinyinhe (300619.SZ): The company is the largest producer of rubidium and cesium salts globally, with a strong growth outlook as it reaches full production capacity [10] - Anji Food (603345.SH): The company has quickly adapted to market changes, demonstrating clear growth potential [10]

证券日报网讯1月21日，国力电子在互动平台回答投资者提问时表示，公司真空交流接触器、真空开关 管等核心产品已广泛应用于柔直输配电及特高压领域。公司参与的特高压工程项目包括：如东海上换流 站、藏东南特高压直流输电工程等。 ...

证券日报网讯1月21日，国力电子在互动平台回答投资者提问时表示，公司近年来有向欧盟成员国出口 直流接触器及新能源用控制盒等产品，目前欧盟地区业务收入整体占比不大，公司对欧盟市场的销售主 要通过境内主体直接向欧盟客户出口为主。随着2026年度公司向欧盟客户交付新能源控制盒等产品，公 司向欧盟整体的产品出口额会有所增加。 ...