Core Viewpoint - The stock of Southern Power Grid Technology Co., Ltd. experienced a decline of 1.84% on December 23, with a trading volume of 144 million yuan, indicating fluctuations in investor sentiment and trading activity [1]. Financing Summary - On December 23, the company had a financing buy amount of 10.83 million yuan and a financing repayment of 13.23 million yuan, resulting in a net financing outflow of 2.40 million yuan [1]. - The total financing and securities balance for Southern Power Grid Technology reached 311 million yuan, with the current financing balance of 306 million yuan accounting for 1.24% of the circulating market value, which is above the 70th percentile of the past year [1]. - In terms of securities lending, the company repaid 2,107 shares and sold 1,476 shares on December 23, with a selling amount of 64,400 yuan, while the securities lending balance was 5.18 million yuan, exceeding the 80th percentile of the past year [1]. Business Overview - Southern Power Grid Technology, established on February 22, 1988, and listed on December 22, 2021, is based in Guangzhou, Guangdong Province, and focuses on clean energy technology and new-generation information technology [2]. - The company's revenue composition includes testing and commissioning services (31.99%), energy storage system technology services (23.42%), smart distribution and power supply equipment (21.51%), smart monitoring equipment (11.11%), robotics and drones (7.23%), and other services (4.69%) [2]. - For the period from January to September 2025, the company reported a revenue of 2.099 billion yuan, a slight decrease of 0.51% year-on-year, while the net profit attributable to shareholders was 287 million yuan, reflecting a growth of 2.52% year-on-year [2]. Dividend Information - Since its A-share listing, Southern Power Grid Technology has distributed a total of 443 million yuan in dividends, with 395 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders include the E Fund National Robot Industry ETF, which is the sixth largest shareholder with 5.6186 million shares, and the Huaxia CSI Robot ETF, which increased its holdings by 872,000 shares to 4.6648 million shares [3]. - The Southern CSI 500 ETF is the eighth largest shareholder with 2.4785 million shares, having decreased its holdings by 83,400 shares [3]. - Hong Kong Central Clearing Limited is a new entrant among the top ten shareholders, holding 1.9711 million shares [3].

Core Viewpoint - Nanfang Electric Power Technology Co., Ltd. (南网科技) has experienced a stock price decline of 2.02% on December 23, with a current price of 43.55 CNY per share and a total market capitalization of 24.593 billion CNY. The company has seen a year-to-date stock price increase of 36.84% [1] Financial Performance - For the period from January to September 2025, Nanfang Electric reported a revenue of 2.099 billion CNY, a year-on-year decrease of 0.51%, while the net profit attributable to shareholders was 287 million CNY, reflecting a year-on-year increase of 2.52% [2] - The company has distributed a total of 443 million CNY in dividends since its A-share listing, with 395 million CNY distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Nanfang Electric was 9,626, a decrease of 13.69% from the previous period. The average number of circulating shares per person increased by 15.86% to 23,727 shares [2] - The top ten circulating shareholders include various ETFs, with notable positions held by E Fund National Robot Industry ETF and Huaxia CSI Robot ETF, indicating a diversified institutional interest [3] Business Overview - Nanfang Electric specializes in clean energy technology and next-generation information technology, providing comprehensive solutions that include "technical services + smart devices." The main revenue sources are testing and commissioning services (31.99%), energy storage system technology services (23.42%), and smart distribution and power supply equipment (21.51%) [1]

Core Viewpoint - In 2025, the number of A-share listed companies controlled by seven major state-owned enterprises in the power sector will increase to 37, with an average of more than five companies per enterprise, following the listings of Huadian New Energy and Southern Network Digital on the Shanghai and Shenzhen stock exchanges [1] Group 1: Company Listings - The number of A-share listed companies controlled by major state-owned enterprises will rise to 37, with State Grid and China Huadian having the most at 7 each [1] - Southern Power Grid's number of listed companies increased to 4 with the listings of Southern Network Technology and Southern Network Digital [1] Group 2: Management Changes - In 2025, there will be significant management changes among the listed companies controlled by the two networks and five major power generation companies, with 131 high-level personnel changes reported across 30 listed companies [1] - Specifically, there were 12 changes in chairpersons and 8 changes in general managers among the listed companies [1] Group 3: Individual Company Changes - State Grid: 36 personnel changes across 7 listed companies, including chairperson and general manager adjustments in four companies [5] - China Huadian: 34 personnel changes across 6 listed companies, with significant changes in chairpersons and general managers in three companies [58] - China Huaneng: 24 personnel changes across 4 listed companies, with new general managers appointed in three companies [38] - National Energy Group: 20 personnel changes across 5 listed companies, including chairperson and general manager changes in three companies [86]

Group 1 - The National New Office will hold a press conference on the development of transportation services for high-quality economic and social development on December 23 [2] Group 2 - The Guangxi Futures Exchange has adjusted the trading limits for lithium carbonate futures contracts, effective from December 23, 2025, with daily opening positions capped at 800 lots for certain contracts and 2000 lots for others [3] Group 3 - On December 23, a total of 11 companies will have their restricted shares unlocked, with a total of 1.848 billion shares and a market value of 71.382 billion yuan based on the latest closing prices. The companies with the largest unlock volumes include SANY Heavy Energy, Weidao Nano, and Southern Power Technology [4] Group 4 - Sixteen companies disclosed stock repurchase progress on December 23, with two companies announcing new repurchase plans and six plans approved by shareholders. The highest repurchase amounts were announced by Nanshan Aluminum and Xinruida, with plans of up to 600 million yuan and 19.3 million yuan, respectively [5] Group 5 - On December 23, ten companies announced plans for private placements, with two companies disclosing new plans and seven plans approved by shareholders. The highest fundraising amounts were proposed by Nanya New Materials and Yingfeng Co., with plans of up to 900 million yuan and 522 million yuan, respectively [6] Group 6 - Seven A-shares will undergo equity registration on December 23, with six companies planning to distribute dividends. The highest dividend payouts are from Xinda Zheng, Qingdao Port, and Caitong Securities, with distributions of 1.50 yuan, 1.47 yuan, and 0.60 yuan per 10 shares, respectively [7]

Core Viewpoint - On December 22, a total of 18 listed companies will have their restricted shares unlocked, with a total market value of approximately 102.97 billion yuan [1] Group 1: Unlocking Details - Walton Technology (Stock Code: 000920) will unlock 50.62 million shares from a private placement of A-shares [1] - China Hengtian Group (Stock Code: 600252) will unlock 2.36 million shares from equity incentive restrictions [1] - Huadian Energy (Stock Code: 600726) will unlock 4.73 billion shares from a private placement of A-shares [1] - AVIC Heavy Machinery (Stock Code: 600765) will unlock 2.68 million shares from equity incentive restrictions [1] - Nanjing Port (Stock Code: 002040) will unlock 151,800 shares from equity incentive restrictions [1] - Weichai Power (Stock Code: 000338) will unlock 23.48 million shares from equity incentive restrictions [1] - First Capital Securities (Stock Code: 601136) will unlock 2.25 billion shares from pre-issue share restrictions [1] - Anke Technology (Stock Code: 300370) will unlock 237 million shares from other restrictions [1] - Xinya Process (Stock Code: 002388) will unlock 346,550 shares from equity incentive restrictions [1] - Zhaoyi Innovation (Stock Code: 603986) will unlock 64,600 shares from equity incentive restrictions [1] - Ganli Pharmaceutical (Stock Code: 603087) will unlock 164,530 shares from equity incentive restrictions [1] - Yaxiang Co., Ltd. (Stock Code: 301220) will unlock 33.39 million shares with an extended lock-up period [1] - Mousse Co., Ltd. (Stock Code: 001323) will unlock 300 million shares with an extended lock-up period [1] - Sany Heavy Energy (Stock Code: 688349) will unlock 942 million shares [1] - Southern Power Technology (Stock Code: 688248) will unlock 336 million shares [1] - Jingwei Hengrun (Stock Code: 688326) will unlock 118,400 shares [1] - Kangwei Century (Stock Code: 688426) will unlock 434,200 shares [1] - Yuanjie Technology (Stock Code: 688498) will unlock 23.85 million shares [1]

南网科技公司以浙江海盐某园区为示范，推出慧享园区储能协同运营方案，构建源网荷储一体化智能微 网体系。方案集成风光储充自治微电网等技术，建设7.15MW风力发电、5.03MWp光伏发电、 5MW/10MWh储能示范站等设施，应用日前-日内实时滚动模型调度，以经济绿色、高效消 ...[查看原文] ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688248 证券简称：南网科技公告编号：2025-035 ● 本次股票上市类型为首发限售股份；股票认购方式为网下，上市股数为336,300,000股。 本次股票上市流通总数为336,300,000股。 ● 本次股票上市流通日期为2025年12月23日。 一、本次上市流通的限售股类型 根据中国证券监督管理委员会于2021年11月9日出具的《关于同意南方电网电力科技股份有限公司首次 公开发行股票注册的批复》（证监许可〔2021〕3567号），同意南方电网电力科技股份有限公司（以下 简称"公司"）首次公开发行股票的注册申请。公司首次向社会公众公开发行人民币普通股（A股）股票 84,700,000股，并于2021年12月22日在上海证券交易所科创板上市，发行完成后总股本为564,700,000 股，其中有限售条件流通股491,870,031股，无限售条件流通股72,829,969股。 本次上市流通的限售股为公司首次公开发行剩余限售股，涉及公司控股股东广东电网有限责任公司（以 下简称"广东电网"）及南方电网产业发展集团有限责任公司（以下简称"南网产发"）2名 ...

首次公开发行限售股上市流通公告 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、准确性和完整性依法承担法律责任。 证券代码：688248 证券简称：南网科技 公告编号：2025-035 南方电网电力科技股份有限公司 重要内容提示： 本次股票上市类型为首发限售股份；股票认购方式为网下，上市股数为 336,300,000股。 本次股票上市流通总数为336,300,000股。 本次申请上市流通的限售股属于首次公开发行限售股。根据公司《首次公开 发行股票并在科创板上市招股说明书》，公司控股股东广东电网及其一致行动人 南网产发关于其持有的限售股上市流通作出的有关承诺情况如下：自公司股票上 市之日起 36 个月内，不转让或者委托他人持有或管理其直接或间接持有的首次公 开发行前公司的股份，也不提议由公司收购该部分股份。公司股票上市后 6 个月 内，如公司股票连续 20 个交易日的收盘价均低于发行价，或者公司股票上市后 6 个月期末收盘价低于发行价，则其于首次公开发行前所持有公司股份的锁定期限 自动延长至少 6 个月。上述发行价是指首次公开发行股票的发行价格，如因派发 现 ...

中信建投证券股份有限公司 关于南方电网电力科技股份有限公司 本次上市流通的限售股为公司首次公开发行剩余限售股，涉及公司控股股东 广东电网有限责任公司（以下简称"广东电网"）及南方电网产业发展集团有限 责任公司（以下简称"南网产发"）2 名股东，锁定期为自公司股票上市之日起 48 个月内。本次限售股股东对应的股份数量为 336,300,000 股，占公司股本总数 的 59.55%，本次解除限售并申请上市流通股份数量合计 336,300,000 股，现锁定 期即将届满，将于 2025 年 12 月 23 日起上市流通。 二、本次上市流通的限售股形成后至今公司股本数量变化情况 自公司首次公开发行股票限售股形成至今，公司未发生因利润分配、公积金 转增导致股本数量变化的情况。 三、本次上市流通的限售股的有关承诺 本次申请上市流通的限售股属于首次公开发行限售股。根据公司《首次公开 发行股票并在科创板上市招股说明书》，公司控股股东广东电网及其一致行动人 南网产发关于其持有的限售股上市流通作出的有关承诺情况如下：自公司股票上 市之日起 36 个月内，不转让或者委托他人持有或管理其直接或间接持有的首次 公开发行前公司的股份，也 ...

Group 1 - The core point of the article is that Nanjing Technology (SH 688248) announced that approximately 336 million restricted shares will be unlocked and listed for trading on December 23, 2025, which accounts for 59.55% of the company's total share capital [1] - For the first half of 2025, the revenue composition of Nanjing Technology is as follows: technical services account for 57.44%, smart devices account for 42.51%, and other businesses account for 0.05% [1] - As of the report date, Nanjing Technology has a market capitalization of 24.6 billion yuan [1]