证券之星消息，10月24日电网设备板块较上一交易日上涨1.36%，中元股份领涨。当日上证指数报收于 3950.31，上涨0.71%。深证成指报收于13289.18，上涨2.02%。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) | | --- | --- | --- | --- | --- | --- | | 300018 | 中元股份 | 11.90 | 8.58% | 64.45万 | 7.52亿 | | 002121 | 科陆电子 | 9.50 | 8.45% | 117.02万 | 10.92亿 | | 161889 | 智洋创新 | 32.25 | 8.44% | 6.51万 | 2.06亿 | | 688676 | 金盘科技 | 64.63 | 8.31% | 24.88万 | 15.68亿 | | 601126 | 四方股份 | 27.33 | 6.67% | 50.34万 | 13.60亿 | | 002546 | 新联电子 | 7.36 | 6.36% | 144.50万 | 10.43亿 | | 603829 | 溶凯股份 | ...

每经AI快讯，10月23日，储能指数盘中震荡下挫，日跌幅达2.01%。成分股方面，海博思创领跌，跌幅 5.24%，盛弘股份、金盘科技、科士达、亿华通-U等跟跌。 （文章来源：每日经济新闻） ...

10月21日，金盘科技涨5.43%，截至发稿，报67.62元/股，成交7.77亿元，换手率2.57%，总市值310.91 亿元。 资料显示，海南金盘智能科技股份有限公司位于海南省海口市南海大道168-39号，成立日期1997年6月3 日，上市日期2021年3月9日，公司主营业务涉及主要从事应用于新能源、高端装备、节能环保等领域的 输配电及控制设备产品的研发、生产和销售。主营业务收入构成为：输配电设备87.05%，储能系列 9.59%，光伏电站业务1.90%，安装工程业务0.73%，其他(补充)0.54%，数字化整体解决方案0.19%。 截至发稿，季鹏累计任职时间12年59天，现任基金资产总规模8.55亿元，任职期间最佳基金回报 190.26%， 任职期间最差基金回报-27.6%。 龚霄累计任职时间1年222天，现任基金资产总规模18.98亿元，任职期间最佳基金回报29.96%， 任职期 间最差基金回报-6.66%。 数据显示，申万菱信基金旗下1只基金重仓金盘科技。申万菱信双利混合A（013634）二季度持有股数 7.01万股，占基金净值比例为0.74%，位居第五大重仓股。根据测算，今日浮盈赚取约24.4万元。 ...

10月21日，金盘科技涨5.43%，截至发稿，报67.62元/股，成交7.75亿元，换手率2.57%，总市值310.91 亿元。 南方中证500ETF（510500）基金经理为罗文杰。 截至发稿，罗文杰累计任职时间12年186天，现任基金资产总规模1389.99亿元，任职期间最佳基金回报 145.85%， 任职期间最差基金回报-47.6%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，海南金盘智能科技股份有限公司位于海南省海口市南海大道168-39号，成立日期1997年6月3 日，上市日期2021年3月9日，公司主营业务涉及主要从事应用于新能源、高端装备、节能环保等领域的 输配电及控制设备产品的研发、生产和销售。主营业务收入构成为：输配电设备87.05%，储能系列 9.59%，光伏电站业务1.90%，安装工程业务0.73%，其他(补充)0.54%，数字化整体解决方案0.19%。 从金盘科技十大流通股东角度 数据显示，南方基金旗下1只基金位 ...

Core Viewpoint - Jinpan Technology's stock has shown significant growth this year, with a year-to-date increase of 56.75% and a recent surge in trading activity, indicating strong investor interest and potential market confidence [1][2]. Company Overview - Jinpan Technology, established on June 3, 1997, and listed on March 9, 2021, is based in Haikou, Hainan Province. The company specializes in the research, production, and sales of power distribution and control equipment, primarily serving the renewable energy, high-end equipment, and energy-saving sectors [2]. - The company's revenue composition includes: 87.05% from power distribution equipment, 9.59% from energy storage series, 1.90% from photovoltaic power station business, 0.73% from installation engineering, 0.54% from other services, and 0.19% from digital solutions [2]. Financial Performance - For the first half of 2025, Jinpan Technology reported a revenue of 3.154 billion yuan, reflecting a year-on-year growth of 8.16%. The net profit attributable to shareholders was 265 million yuan, marking a 19.10% increase compared to the previous year [2]. - Since its A-share listing, the company has distributed a total of 713 million yuan in dividends, with 543 million yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders increased to 18,400, with an average of 24,939 shares held per shareholder, a slight decrease of 1.06% from the previous period [2]. - Notable changes in institutional holdings include Hong Kong Central Clearing Limited entering as the fourth-largest shareholder with 12.7274 million shares, and South China Securities 500 ETF entering as the tenth-largest shareholder with 4.0169 million shares [3].

证券之星消息，10月17日电网设备板块较上一交易日下跌5.71%，金盘科技领跌。当日上证指数报收于 3839.76，下跌1.95%。深证成指报收于12688.94，下跌3.04%。电网设备板块个股涨跌见下表： | 代码 | 名称 | 主力净流入 (元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 603861 | 白云电器 | | 7258.02万 | 7.67% | 2506.32万 | 2.65% | -9764.34万 | -10.31% | | 301668 | 吴创瑞通 | | 3071.64万 | 4.67% | -729.69万 | -1.11% | -2341.95万 | -3.56% | | 002028 思源电气 | | | 2890.82万 | 3.36% | 472.81万 | 0.55% | -3363.62万 | -3.91% | | 300933 | 中辰股份 | | 2598.09万 | 8.13% | ...

Investment Rating - The industry investment rating is "Overweight" [2][45] Core Viewpoints - As of October 16, 2025, the power equipment industry has seen a decline of 2.84% over the past two weeks, underperforming the CSI 300 index by 2.36 percentage points, ranking 26th among 31 industries [4][11] - The cumulative installed capacity of new energy storage in China is expected to reach over 180GW by 2027 and 300GW by 2030, with the industry chain and supply chain output value projected to reach 2-3 trillion yuan by 2030 [34][39] - The global energy storage market is anticipated to maintain strong growth, with a cumulative installed capacity of approximately 730GW/1950GWh by the end of 2030 [34][39] Summary by Sections Market Review - The power equipment sector has increased by 39.62% year-to-date, outperforming the CSI 300 index by 22.25 percentage points, ranking 4th among 31 industries [4][11] - The wind power equipment sector increased by 0.07%, the photovoltaic equipment sector by 1.14%, and the grid equipment sector by 5.76% in the last two weeks [16][17] Valuation and Industry Data - As of October 16, 2025, the price-to-earnings (PE) ratio for the power equipment sector is 34.67 times, with sub-sectors showing varying PE ratios: electric motors at 62.87 times, photovoltaic equipment at 26.89 times, and battery sector at 35.51 times [22][23] Industry News - In the first nine months of 2025, China's new energy storage overseas orders totaled 214.7GWh, a year-on-year increase of 131.75%, with over 30GWh in September alone [34][39] - The National Energy Administration has emphasized the importance of user-side network security management to prevent power outages caused by user-side issues [34][35] Company Announcements - Several companies reported significant changes in net profit for the first three quarters of 2025, with notable increases for companies like Jinko Technology and Tongda Co., while others like Shida Shenghua reported substantial losses [36][37] Weekly Perspective on Power Equipment Sector - The report suggests focusing on leading storage companies benefiting from the booming storage industry, emphasizing technological and scale advantages [39][40]

Group 1 - The data center power supply sector experienced a significant decline in early trading on October 17, with several companies hitting their daily limit down [1] - Companies such as Igor and Zhongheng Electric reached their limit down, while Jinpan Technology fell nearly 10% [1] - Other companies in the sector, including Kelon Electronics, Yingweik, Sunshine Power, Shenghong Co., and Magmi Tech, also reported notable declines [1]

Group 1 - The electric grid equipment sector experienced a majority of adjustments at the beginning of trading on October 17, with several companies showing significant declines [1] - Huaming Equipment, Guodian Nanzi, and Jinpan Technology saw drops exceeding 7%, indicating a notable downturn in their stock performance [1] - Other companies such as Zhongdian Xinlong, Tongda Co., and Teruid also followed the downward trend, reflecting a broader impact on the sector [1]

Core Viewpoint - The power grid equipment sector is experiencing a downward adjustment, with several companies seeing significant declines in their stock prices [1] Group 1: Company Performance - Huaming Equipment, Guodian Nanzi, and Jinpan Technology have all dropped over 7% in stock price [1] - Other companies such as Zhongdian Xilong, Tongda Co., and Teruid have also followed the downward trend [1]