Group 1 - The company announced a revenue of 3.154 billion yuan for the first half of 2025, representing a year-on-year growth of 8.16% [1] - The net profit for the same period was 265 million yuan, showing a year-on-year increase of 19.10% [1]

Market Performance - The grid equipment sector increased by 0.95% compared to the previous trading day, with Zhengtai Electric leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Stock Performance - Zhengtai Electric (601877) closed at 27.86, with a rise of 9.99% and a trading volume of 865,700 shares, amounting to a transaction value of 2.397 billion [1] - Xintong Electronics (001388) saw a closing price of 52.97, up 8.70%, with a trading volume of 139,700 shares [1] - Jinpan Technology (688676) closed at 58.85, increasing by 5.96% with a trading volume of 172,000 shares [1] - Other notable performers include Songsheng Co. (301002) and ST Huicheng (002168), with increases of 5.32% and 5.05% respectively [1] Fund Flow Analysis - The grid equipment sector experienced a net outflow of 1.803 billion from institutional investors, while retail investors saw a net inflow of 1.763 billion [2] - The main stocks with significant fund flow include Zhengtai Electric, which had a net inflow of 266 million from institutional investors [3] - Other stocks like Far East Holdings (600869) and Jinpan Technology (688676) also showed varying degrees of net inflow and outflow from different investor categories [3]

Group 1 - The core viewpoint of the news highlights the recent performance and financial metrics of Jinpan Technology, including stock price movements and trading volumes [1] - On August 26, Jinpan Technology's stock rose by 2.85%, with a trading volume of 9.52 billion yuan, and a net financing purchase of 16.69 million yuan [1] - As of August 26, the total margin balance for Jinpan Technology was 672 million yuan, with a financing balance of 667 million yuan, representing 2.51% of the circulating market value [1] Group 2 - As of March 31, the number of shareholders for Jinpan Technology was 18,100, a decrease of 7.42%, while the average circulating shares per person increased by 8.01% to 25,206 shares [2] - For the first quarter of 2025, Jinpan Technology reported a revenue of 1.343 billion yuan, a year-on-year increase of 2.90%, and a net profit attributable to shareholders of 107 million yuan, up 13.32% year-on-year [2] Group 3 - Since its A-share listing, Jinpan Technology has distributed a total of 713 million yuan in dividends, with 543 million yuan distributed over the past three years [3] - As of March 31, 2025, among the top ten circulating shareholders, Guangfa Multi-Factor Mixed Fund became the fourth largest shareholder with 8.1127 million shares, while Qianhai Kaiyuan New Economy Mixed A Fund entered as the eighth largest shareholder with 4.5531 million shares [3]

8月25日，金盘科技收涨7.85%，收盘价为56.21元，发生1笔大宗交易，合计成交量7.9万股，成交金额 371.3万元。 第1笔成交价格为47.00元，成交7.90万股，成交金额371.30万元，溢价率为-16.38%，买方营业部为华泰 证券股份有限公司深圳益田路证券营业部，卖方营业部为华泰证券股份有限公司深圳益田路证券营业 部。 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为860.88万元。该股近5个交易日累 计上涨3.52%，主力资金合计净流出3061.89万元。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 责任编辑：小浪快报 ...

8月25日，金盘科技大宗交易成交7.9万股，成交额371.3万元，占当日总成交额的0.27%，成交价47元，较市场收盘价56.21元折价16.38%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | | 2025-08-25 | 金盘科技 | 688676 | 47 371.3 7.9 | 华泰证券股份有限 | 华泰证券股份有限 | | | | | | | 公司深圳益田路证 | 公司深圳益田路证 | | | | | | | Jake virus 11 alary | Jald shops . 11 . darr | | ...

证券代码：688676 证券简称：金盘科技 公告编号：2025-056 海南金盘智能科技股份有限公司 关于举办投资者开放日活动的公告 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。 为进一步加强与投资者沟通交流，解答投资者关心的各类问题，倾听投资者 的意见和建议，便于广大投资者全面、深入地了解海南金盘智能科技股份有限公 司（以下简称"公司"）的生产经营情况，公司拟举办投资者开放日活动，现将 有关事项公告如下： 一、活动时间：2025 年 8 月 30 日（周六）14:00-17:00 二、活动地点：湖北省武汉市江夏区邢远长街 21 号武汉金盘智能科技绿色 产业园。 公司收到来访投资者发送的报名信息，核查后将向报名成功的投资者以短信 形式反馈报名回执予以确认，该回执将作为投资者参加活动凭证。 七、联系方式： 联系人：金霞 联系电话：0898-66811301-302 邮箱：info@jst.com.cn 八、注意事项 三、邀请对象：公司投资者 四、活动方式：现场参观武汉金盘智能科技绿色产业园。 五、出席人员：公司相关领导及工 ...

Core Viewpoint - Jinpan Technology (688676.SH) is increasing its investment in research and development for new products and technologies related to data center power modules, focusing on advanced technology products such as solid-state transformers, JST high-voltage direct current systems, and supercapacitor cabinets [1] Group 1 - The company has a dedicated R&D team that is actively working on cutting-edge technology products [1] - Ongoing R&D efforts include ultra-high power uninterruptible power supplies (UPS) and high-voltage direct current modules (HVDC) [1] - The company will disclose progress in accordance with information disclosure rules and will provide updates through relevant announcements [1]

Group 1: AI Technology and AIDC Growth - The rapid development of global AI technology is driving significant growth in AIDC investment scale and electricity demand [1] - AIDC requires higher stability and reliability for power distribution equipment, leading to increased demand for transformers and medium-low voltage switchgear, resulting in supply shortages and rising transformer prices [1] - The company plans to invest in a digital factory for data center power modules in Tongxiang, Zhejiang, with a focus on new product development and advanced technologies [1] Group 2: Revenue and Market Performance - The company's revenue from data center power modules has achieved a CAGR of 33.2% over the past three years, with applications in over 300 data center projects, including major clients like Alibaba and Huawei [1] - In 2024, the company signed over 140 data center orders, representing a year-on-year growth of 603.68%, marking a new core growth point for the company [1] - The company’s total revenue for 2024 is projected to be 37.1 billion yuan, with a year-on-year increase of 3.3%, supported by rapid expansion in non-renewable sectors [2] Group 3: Diversification and Global Expansion - The company’s product range includes transformers, switchgear, energy storage products, and digital factory solutions, with applications in both renewable and non-renewable sectors [2] - The company has seen a significant increase in overseas sales, with revenue reaching 1.98 billion yuan in 2024, a year-on-year increase of 68.3% [2] - The company operates 11 production bases globally and is expanding capacity in Mexico, the US, and Malaysia to enhance supply capabilities for overseas markets [3] Group 4: Future Projections - Revenue projections for the company from 2025 to 2027 are 8.601 billion yuan, 10.637 billion yuan, and 13.057 billion yuan, with expected year-on-year growth rates of 24.65%, 23.66%, and 22.75% respectively [3] - The company's net profit is projected to reach 742 million yuan, 1.016 billion yuan, and 1.316 billion yuan for the same period, with growth rates of 29.25%, 36.79%, and 29.60% respectively [3]

为进一步挖掘企业史志鉴资源，助力企业持续提升品牌影响力，工信部启动了"工业图强"企业史志鉴优秀案例征集活动。该活动旨在通过挖掘和展示优秀企 业的历史与成就，激励更多企业投身于工业强国的建设中，推动中国工业在世界舞台上的影响力。 转自：新华财经 海南金盘智能科技股份有限公司（以下简称"金盘科技"）近日凭借其在数字化转型与智能制造领域的突出表现，成功入选工信部"工业图强"企业史志鉴优秀 案例名单，成为海南省首家获此殊荣的企业。这一荣誉是对金盘科技多年来在工业领域深耕的肯定，也是对其在传播中国工业精神、提升品牌影响力方面的 认可。 金盘科技凭借其在数字化转型与智能制造领域的突出表现入选此次优秀案例。公司积极响应国家"制造强国""数字中国"战略，以数据驱动、软件定义、平台 支撑、智慧决策为核心，构建"系统升级—数据赋能—AI融合"三位一体的智能制造生态。 在数字化、智能化的赋能下，金盘科技拥有4座零碳工厂、绿色工厂，在助力国家"双碳"目标的同时，也为传统装备制造业转型升级提供了可复制的"金盘模 式"。 金盘科技的成长史是中国制造业砥砺创新的缩影之一，其以"技术自立"破局、"数字赋能"提质、"绿色融合"增效的实践，不仅 ...

Core Insights - The report highlights the emerging opportunities in AIDC (Automatic Identification and Data Capture) driven by the rapid development of AI technology, leading to increased investment and power demand in the sector [2] - The company has received a "buy" rating due to its strong growth potential and diversified business strategy [1][5] AIDC Demand Surge - The demand for AIDC-related power distribution equipment, such as transformers and medium-low voltage switchgear, is rising due to higher stability and reliability requirements [2] - The company plans to invest in a digital factory for data center power modules in Tongxiang, Zhejiang, with a focus on new product development [2] - Revenue from data center power modules has shown a CAGR of 33.2% over the past three years, with over 300 data center projects utilizing its products [2] Diversified Business Development - The company’s main products include transformers, switchgear, energy storage products, and digital factory solutions, with applications in both renewable and non-renewable sectors [3] - In 2024, the company expects revenue of 3.71 billion yuan from non-renewable sectors, a 31.0% increase year-on-year, driven by data center sales [3] - The renewable sector is projected to generate 3.01 billion yuan in revenue, a decline of 19.2% due to falling prices in the polysilicon segment [3] Global Expansion Success - The company has successfully expanded its overseas market presence, with foreign sales revenue reaching 1.98 billion yuan in 2024, a 68.3% increase [4] - Its products have been used in over 500 overseas power station projects and 14 rail transit projects [4] - The company operates 11 production bases globally and is expanding its capacity in Mexico, the US, and Malaysia [4] Investment Outlook - The company is expected to achieve revenues of 8.60 billion yuan, 10.64 billion yuan, and 13.06 billion yuan from 2025 to 2027, with corresponding net profits of 742 million yuan, 1.02 billion yuan, and 1.31 billion yuan [5] - The projected PE ratios for 2025, 2026, and 2027 are 32, 23, and 18 times, respectively, indicating strong growth potential [5]