9月5日，威腾电气涨5.46%，截至发稿，报40.96元/股，成交1.58亿元，换手率2.13%，总市值76.86亿 元。 泉果旭源三年持有期混合A（016709）基金经理为赵诣。 资料显示，威腾电气集团股份有限公司位于江苏省扬中市新坝科技园南自路1号，成立日期2004年1月7 日，上市日期2021年7月7日，公司主营业务涉及母线产品的研发、制造及销售。主营业务收入构成为： 光伏焊带42.04%，高低压母线29.46%，储能系统13.37%，中低压成套设备10.01%，其他(补充)2.80%， 铝边框1.10%，铜铝制品1.04%，其他产品0.18%。 从威腾电气十大流通股东角度 数据显示，泉果基金旗下1只基金位居威腾电气十大流通股东。泉果旭源三年持有期混合A（016709） 二季度增持105.26万股，持有股数336.41万股，占流通股的比例为2.13%。根据测算，今日浮盈赚取约 713.2万元。 泉果旭源三年持有期混合A（016709）成立日期2022年10月18日，最新规模112.01亿。今年以来收益 17.51%，同类排名3574/8178；近一年收益43.25%，同类排名2698/7978；成立以来 ...

（原标题：科创板今日大宗交易成交3.82亿元） 13只科创板股大宗交易平台今日发生交易，合计成交3.82亿元。 证券时报•数据宝统计显示，9月3日共有13只科创板股发生大宗交易，合计成交42笔，累计成交量548.27万股，成交额合计3.82亿元。 统计显示，成交金额最多的是惠泰医疗，今日大宗交易成交量为65.55万股，成交金额1.63亿元；其次是爱博医疗、威腾电气，今日大宗交易金额 分别为7019.24万元、4950.00万元。 折溢价情况来看，今日出现大宗交易的科创板股中，均为折价成交，大宗交易成交价格相对收盘价折价率居前的有惠泰医疗、燕麦科技、东微半 导等，折价率分别为21.31%、18.24%、15.00%。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 相关ETF 科创100ETF华夏 (产品代码: 588800) 股价表现方面，今日科创50指数下跌1.64%，科创板股中，今日上涨的有146只，占24.91%，今日发生大宗交易的科创板股平均上涨2.66%，其 中，涨幅居前的为东微半导、益方生物、炬光科技等，涨幅分别为12.28%、5.36%、4.36%，跌幅居前的有燕麦科技、磁谷科技、 ...

威腾电气9月3日大宗交易平台出现一笔成交，成交量132.00万股，成交金额4950.00万元，大宗交易成交 价为37.50元，相对今日收盘价折价8.65%。该笔交易的买方营业部为粤开证券股份有限公司深圳深南大 道证券营业部，卖方营业部为中国中金财富证券有限公司苏州苏绣路证券营业部。 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 132.00 | 4950.00 | 37.50 | -8.65 | 粤开证券股份有限公司深 | 中国中金财富证券有限公 | | | | | | 圳深南大道证券营业部 | 司苏州苏绣路证券营业部 | 进一步统计，近3个月内该股累计发生8笔大宗交易，合计成交金额为3.36亿元。 证券时报·数据宝统计显示，威腾电气今日收盘价为41.05元，上涨2.50%，日换手率为4.80%，成交额为 3.72亿元，全天主力资金净流入3003.58万元，近5日该股累计上涨7.40 ...

Group 1 - On September 3, Weiteng Electric executed a block trade of 1.32 million shares, with a transaction value of 49.5 million yuan, accounting for 11.75% of the total transaction volume for that day [1] - The transaction price was 37.5 yuan, representing an 8.65% discount compared to the market closing price of 41.05 yuan [1] - The buying brokerage was Yuekai Securities Co., Ltd., while the selling brokerage was China International Capital Corporation [2]

Core Viewpoint - The company, Weiteng Electric, focuses on providing distribution and energy storage system solutions, aiming to enhance its core business and adapt to market changes while ensuring steady growth in revenue and profit [1][2]. Group 1: Business Overview - Weiteng Electric specializes in three main business areas: distribution equipment, energy storage systems, and photovoltaic new materials [1]. - The distribution equipment segment includes products such as high and low voltage busbars, medium and low voltage complete equipment, and copper-aluminum products, with low voltage busbars being the core product [1]. - The energy storage system business is characterized by a full product line and industry chain development, focusing on grid-side and commercial energy storage, while also exploring innovative business models to meet diverse customer needs [1][2]. - The photovoltaic new materials segment primarily offers a variety of photovoltaic welding strips, including SMBB, low-temperature, MBB, conventional busbars, and black welding strips [1]. Group 2: Financial Performance - In the first half of 2025, Weiteng Electric achieved an operating revenue of 1.732 billion yuan and a net profit attributable to the parent company of 16.49 million yuan [2]. - The company is actively responding to changes in the competitive landscape and market environment by focusing on core business areas and strengthening its operational foundation for future growth [2]. Group 3: Market Strategy and Development - Weiteng Electric is committed to product research and development, process innovation, and optimizing product structure to adapt to changes in the photovoltaic industry supply-demand dynamics [2]. - The company emphasizes the importance of risk management while maintaining stable operations in existing businesses, leading to growth in revenue and shipment volume for photovoltaic welding strips [2]. - The energy storage system business is primarily driven by grid-side and user-side storage, with steady revenue growth in the first half of 2025, leveraging the company's full industry chain advantages [2][3]. - The distribution equipment business is supported by the power system and renewable energy sectors, with rapid growth in high voltage busbar operations and completed renovations of the ABB factory to enhance delivery capabilities [3].

证券之星消息，9月3日电网设备板块较上一交易日下跌0.71%，雅达股份领跌。当日上证指数报收于 3813.56，下跌1.16%。深证成指报收于12472.0，下跌0.65%。电网设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 601877 | 正泰电器 | 28.20 | 3.94% | 49.64万 | | 13.83亿 | | 301012 | 扬电科技 | 21.46 | 3.37% | 10.71万 | | 2.29亿 | | 002121 | 科陆电子 | 6.78 | 3.04% | 78.39万 | | 5.30亿 | | 002028 | 思源电气 | 93.50 | 2.92% | 7.21万 | | 6.72亿 | | 002706 | 良信股份 | 11.15 | 2.76% | 48.60万 | | 5.38亿 | | 688226 | 威腾电气 | 41.05 | 2.50% | 9.00万 | | 3.72亿 | | 6036 ...

Group 1 - The core viewpoint of the news is that Weiteng Electric has seen a significant increase in its stock price, rising by 5.59% to 42.29 CNY per share, with a trading volume of 1.89 billion CNY and a turnover rate of 2.48%, resulting in a total market capitalization of 79.36 billion CNY [1] - Weiteng Electric, established on January 7, 2004, and listed on July 7, 2021, is primarily engaged in the research, manufacturing, and sales of busbar products. The main revenue composition includes photovoltaic welding strips (42.04%), high and low voltage busbars (29.46%), energy storage systems (13.37%), and other products [1] Group 2 - From the perspective of the top ten circulating shareholders, the fund "Fuguo Innovation Technology Mixed A" holds 149.17 million shares, unchanged from the previous period, accounting for 0.95% of the circulating shares. The estimated floating profit today is approximately 3.34 million CNY [2] - The fund "Fuguo Innovation Technology Mixed A" was established on June 16, 2016, with a latest scale of 2.377 billion CNY. Year-to-date returns are 94.27%, ranking 61 out of 8180 in its category, while the one-year return is 109.91%, ranking 249 out of 7967 [2]

据证券之星公开数据整理，近期威腾电气（688226）发布2025年中报。截至本报告期末，公司营业总收 入17.32亿元，同比下降6.48%，归母净利润1648.59万元，同比下降79.07%。按单季度数据看，第二季 度营业总收入8.59亿元，同比下降18.8%，第二季度归母净利润319.12万元，同比下降92.66%。本报告 期威腾电气公司应收账款体量较大，当期应收账款占最新年报归母净利润比达1844.92%。 本次财报公布的各项数据指标表现不尽如人意。其中，毛利率11.62%，同比减29.35%，净利率1.06%， 同比减76.84%，销售费用、管理费用、财务费用总计1.31亿元，三费占营收比7.57%，同比增0.93%，每 股净资产8.89元，同比增28.57%，每股经营性现金流-0.62元，同比增56.73%，每股收益0.09元，同比减 82.0% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 18.52亿 | 17.32 Z | -6.48% | | 归母净利润(元) | 7877.34万 | 1648 ...

Summary of Witten Electric Conference Call Company Overview - **Company**: Witten Electric - **Industry**: Electrical Equipment and Solutions Key Points Financial Performance - In the first half of 2025, Witten Electric's revenue from high and low voltage busbars decreased by 7% year-on-year, totaling 438 million yuan [2][5] - The company achieved a net profit of 16.49 million yuan, down 79% year-on-year [3] - The APP brand is expected to significantly contribute to sales in the second half, with monthly sales potentially exceeding 40 million yuan in Q4 [2][5] Business Segments - The high voltage bus segment showed rapid growth, while the medium and low voltage equipment segment faced revenue declines due to project impacts [3] - The storage business is projected to double in revenue, maintaining a gross margin above 10% [14] - The photovoltaic new materials segment is experiencing challenges with "incremental growth without profit" due to industry cyclicality [2][3] Orders and Market Demand - APP brand has secured significant orders in the data center sector, including a nearly 100 million yuan project with Global Data [6] - The company is actively participating in tenders for high voltage direct current transmission systems related to nuclear fusion projects, aiming to build long-term strategic capabilities [8] Joint Ventures and Partnerships - The joint venture with ABB reported revenue of over 10 million yuan in the first half, with a revised annual target of over 250 million yuan [7] - The overall order volume for the joint venture is expected to exceed 500 million yuan, with revenue anticipated to double next year [7] Product Development and Innovation - The company is expanding into the optical communication field, developing silicon photonics-based optical module business to create a new business ecosystem [2][3] - A production technology team has been established for the optical module business, focusing on 800G and 400G product lines [12] Market Position and Competition - Witten Electric is a leading player in the overseas market, with a high export ratio among domestic brands [25] - The company faces competition from international brands like Schneider, ABB, and Siemens in the AIDC sector, where it has established a joint venture with ABB to enhance project participation opportunities [24][26] Future Outlook - The company anticipates steady growth in the complete equipment segment, despite challenges in achieving last year's peak sales [9] - The transformer production line is being relocated, with expectations to achieve a production capacity of 1 billion yuan by 2029 [10] - The company is cautious about expanding into overseas markets due to tariffs affecting profitability [19] Risk Management - Credit impairment for the first half of 2025 totaled 4.74 million yuan, primarily due to increased accounts receivable [23] - The company is closely monitoring market changes and potential risks while focusing on product innovation and structural optimization [3][14] Additional Insights - The company is leveraging dual-brand strategies to maximize market penetration in different segments, particularly in household energy storage systems [17] - The AIDC sector's high voltage bus products face less competition, with only a few players involved, creating a favorable market environment for Witten Electric [24][27]

公募基金方面，本期较上一期持股增加的公募基金共计1个，即泉果旭源三年持有期混合A，持股增加 占比达0.56%。本期较上一季未再披露的公募基金共计2个，包括富国天惠成长混合(LOF)A/B、万家新 能源主题混合发起式A。 2025年8月27日，威腾电气(688226.SH)发布2025年半年度报告。截至2025年8月26日，共有9个机构投资 者披露持有威腾电气A股股份，合计持股量达7188.73万股，占威腾电气总股本的38.31%。其中，机构 投资者包括江苏威腾投资管理有限公司、镇江国有投资控股集团有限公司、扬中绿洲新城实业集团有限 公司、安联保险资管-中信银行-安联裕远19号资产管理产品、镇江博爱投资有限公司、招商银行股份有 限公司-泉果旭源三年持有期混合型证券投资基金、平安沪深300指数增强股票型养老金产品-中国工商 银行股份有限公司、上海微积分私募基金管理有限公司-微积分阿尔法1号私募证券投资基金、中国工商 银行股份有限公司-富国创新科技混合型证券投资基金，机构投资者合计持股比例达38.31%。相较于上 一季度，机构持股比例合计下跌了0.86个百分点。 ...