登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688676 证券简称：金盘科技 公告编号：2026-011 转债代码：118063 转债简称：金05转债 海南金盘智能科技股份有限公司 关于2025年员工持股计划完成非交易过户的公告 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、准确性和完整性承担法律责任。 ■ 重要内容提示： ■ 二、本期员工持股计划完成股票过户的情况 一、本期员工持股计划基本情况 根据本员工持股计划参与对象实际认购和最终缴款的审验结果，本员工持股计划首次授予部分实际参与 认购的员工共计319人，最终认购份额为98,083,163.16份，缴纳认购资金总额为98,083,163.16元，认购份 额对应股份数量为2,849,598股，股票来源为公司回购专用证券账户已经回购的公司A股普通股股票。 2026年1月23日，公司收到中国证券登记结算有限责任公司出具的《证券过户登记确认书》，公司回购 专用证券账户中所持有的2,849,598股公司股票已于2026年1月22日全部非交易过户至"海南金盘智能科技 股份有限公司－2025年员工 ...

| 证券代码：688676 | 证券简称：金盘科技 | 公告编号：2026-011 | | --- | --- | --- | | 转债代码：118063 | 转债简称：金 05 转债 | | 海南金盘智能科技股份有限公司 关于 2025 年员工持股计划完成非交易过户的公告 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、准确性和完整性承担法律责任。 重要内容提示： | 本次员工持股计划草案 | 时间：2025 8 日 | 年 | 月 29 | | | --- | --- | --- | --- | --- | | 披露时间及公告名称 | 公告名称：《海南金盘智能科技股份有限公司 | | | 2025 | | | 年员工持股计划（草案）》 | | | | | 过户完成时间 | 2026-01-22 | | | | | 过户价格、数量及占总股 | 过户价格：34.42 | | 元/股 | | | 本比例 | 过户数量：2,849,598，占总股本比例：0.62% | | | | 一、本期员工持股计划基本情况 | 序 | | | 拟认购份 | 占本员工持 股计 ...

Investment Rating - The report maintains an "Overweight" rating for the power equipment sector [6] Core Insights - The report highlights new opportunities in the photovoltaic industry driven by space solar power initiatives and rising prices of battery components [1][17] - It emphasizes the importance of supply-side reforms and technological advancements in creating long-term growth opportunities within the industry [1][19] - The report identifies key companies to watch in various segments, including supply chain price increases, new technology growth, and perovskite solar cell developments [1][19][21] Summary by Sections Photovoltaics - The price of multi-crystalline silicon n-type raw materials remains stable, with an average transaction price of 59,200 RMB per ton [17] - N-type battery cell prices have increased to 0.42 RMB per watt, with a price range of 0.40-0.43 RMB per watt [17] - The report notes that rising silver prices have led to increased component costs, with distributed component prices now ranging from 0.70 to 0.80 RMB per watt [17] - SpaceX and Tesla plan to achieve a combined solar manufacturing capacity of 200GW annually in the U.S. within three years, with 40GW dedicated to space solar power [1][18] - Key companies to focus on include Tongwei Co., GCL-Poly, LONGi Green Energy, JA Solar, and Trina Solar for supply-side reform opportunities [1][19] Wind Power & Grid - The Netherlands will launch a 1GW offshore wind project tender in September 2026, with a subsidy budget of approximately 32.45 billion RMB [19][20] - Turkey plans to initiate its first offshore wind tender by the end of 2026, aiming for 5GW of installed capacity by 2035 [19][20] - Southern Power Grid has set a fixed asset investment of 180 billion RMB for 2026, focusing on new power system construction and strategic emerging industries [20] - Companies to watch include Goldwind, Yunda, Mingyang Smart Energy, and Sany Heavy Energy in the wind turbine sector [20] Hydrogen Energy - A ceremony for the operation of 300 hydrogen fuel heavy trucks was recently held, showcasing advancements in hydrogen energy technology [3][21] - The trucks are equipped with a 130kW fuel cell system and can achieve a range of over 600 kilometers [3][21] - Key companies in this sector include Shuangliang Energy, Huadian Heavy Industry, and Shenghui Technology [3][21] Energy Storage - The report forecasts that new energy storage installations in China will reach 58.6GW/175.3GWh in 2025, a year-on-year increase of 38%/60% [4][22] - The average bid price for 2-hour energy storage systems is projected to be 0.55 RMB/Wh in 2025, down 16.9% from 2024 [4][22] - Companies to focus on include Sungrow Power, Canadian Solar, and Kehua Data for large-scale energy storage opportunities [4][22] New Energy Vehicles - CATL launched the "Tianxing II" series solutions for light commercial vehicles, including the industry's first intelligent battery management application [5][27] - The solutions cater to various scenarios, including high-frequency urban distribution and extreme temperature conditions [5][27] - Key companies in the battery sector include CATL, Penghui Energy, and Guoxuan High-Tech [5][29]

每经头条（nbdtoutiao）——地方国资开始"抄底"法拍房！单价六七千元"扫货"广州南沙区超60套房 源，同小区二手房挂牌均价逾2万元 （记者 曾健辉） 每经AI快讯，金盘科技1月23日晚间发布公告称，海南金盘智能科技股份有限公司董事会于2026年1月 23日收到公司副总裁陈伟先生、黄道军先生、彭丽芳女士递交的《关于辞去公司副总裁职务的报告》， 陈伟先生、黄道军先生、彭丽芳女士因个人工作调整，申请辞去公司副总裁职务，陈伟先生、黄道军先 生、彭丽芳女士仍在公司担任其它职务，报告自送达公司董事会之日起生效。 ...

耿潇，1985 年出生，中国国籍，无境外永久居留权，毕业于浙江大学电机与 电器专业，硕士研究生学历，拥有电气高级工程师职称。2011 年 4 月至 2012 年 12 月，担任公司研发二部小组长；2013 年 1 月至 2016 年 12 月，担任桂林君泰 福电气有限公司总经理助理；2017 年 1 月至今，担任智能科技研究院院长、总 经理。 刘玲，1968 年出生，中国国籍，无境外永久居留权，毕业于哈尔滨电工学院 机械设计与制造专业，本科学历，拥有高级工程师职称。1992 年 8 月至 2003 年 9 月，就职于哈尔滨大电机研究所水轮机室；2003 年 10 月至 2005 年 6 月，担任 海南立升净水科技有限公司工程师；2005 年 8 月至 2012 年，担任公司出口事业 部外壳组负责人；2012 年至 2019 年 3 月，担任公司标准化管理部标准化专员； 1 2019 年 3 月至 2025 年 1 月，担任智能科技研究院工业软件部数字化研发负责 人；2025 年 1 月至今担任智能科技研究院业务系统规划工程师。 (二) 知识产权情况 浙商证券股份有限公司 关于海南金盘智能科技股份有限公司 核心 ...

海南金盘智能科技股份有限公司 关于公司副总裁离任及核心技术人员变动的公告 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、准确性和完整性承担法律责任。 重要内容提示： 海南金盘智能科技股份有限公司（以下简称"公司"）董事会于 2026 年 1 月 23 日收到公司副总裁陈伟先生、黄道军先生、彭丽芳女士递交的《关于辞去 公司副总裁职务的报告》，陈伟先生、黄道军先生、彭丽芳女士因个人工作调整， 申请辞去公司副总裁职务，陈伟先生、黄道军先生、彭丽芳女士仍在公司担任其 它职务，报告自送达公司董事会之日起生效。 根据公司"十五五"战略规划，为全面推动企业数字化制造向智能制造升级， 进一步强化人工智能与制造业的深度融合，公司现对核心技术团队结构进行相应 优化调整。原核心技术人员耿潇先生、刘玲女士主要负责公司数字化工厂整体解 决方案业务及相关研发工作，因公司战略重心向智能制造系统集成与人工智能创 新应用聚焦，二人不再认定为公司核心技术人员，但仍继续在公司任职，其岗位 职责不变，持续发挥其专业能力。本次调整是公司顺应智能制造发展需要、优化 人才布局的战略安排，不会对公司的 ...

金盘科技公告称，根据"十五五"战略规划，公司对核心技术团队结构进行优化调整，原核心技术人员耿 潇、刘玲不再认定为核心技术人员，但仍继续任职，岗位职责不变。耿潇直接持有公司股份5000股，刘 玲未持股，二人参与申请的专利所有权均属公司，不存在权属纠纷。截至2025年6月30日，公司研发人 员402人，占比17.23%。本次调整不会对公司日常经营、核心竞争力与持续经营能力产生重大不利影 响，保荐机构无异议。 ...

1月23日，金盘科技盘中上涨2.16%，截至09:39，报100.76元/股，成交1.74亿元，换手率0.38%，总市值 463.28亿元。 资金流向方面，主力资金净流入1703.86万元，特大单买入993.04万元，占比5.72%，卖出499.55万元， 占比2.88%；大单买入5233.74万元，占比30.13%，卖出4023.37万元，占比23.16%。 金盘科技今年以来股价涨11.53%，近5个交易日涨2.84%，近20日涨11.26%，近60日涨33.28%。 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%。 金盘科技所属申万行业为：电力设备-电网设备-输变电设备。所属概念板块包括：变压器、充电桩、筹 码集中100、智能电网、IDC电源等。 分 ...

Core Insights - The report identifies AIDC (Artificial Intelligence Data Center) and power shortages as the main investment themes for 2026, with the power equipment sector significantly outperforming the market in 2025, rising by 33.6% compared to a 17.7% increase in the CSI 300 index [1][10]. - The demand for power in data centers is expected to surge, with projections indicating that by 2035, the electricity demand from U.S. data centers will increase from 200 TWh to 640 TWh, equivalent to Germany's total annual electricity consumption [2][49]. Group 1: AIDC and HVDC Opportunities - The UPS market is steadily growing, and the HVDC (High Voltage Direct Current) solutions are seen as a definitive industry trend, with SST (Solid State Transformer) compatible with 800V HVDC expected to accelerate implementation [1][20]. - BCG consulting forecasts that by 2028, the power demand for data centers will reach 81GW in the U.S. and 125GW globally, driven by the increasing AI computing needs [29][32]. Group 2: U.S. Power Shortages and Market Dynamics - The U.S. is facing a critical power shortage, with many transmission lines over 40 years old, necessitating urgent upgrades and renovations to the grid [2][48]. - The report highlights that the demand for gas turbines and transformers is expected to rise due to the urgent need for power infrastructure improvements in the U.S. [3][50]. Group 3: Investment Recommendations - The report recommends focusing on companies like Zhongheng Electric and Kehua Data in the HVDC space, as well as Jinpan Technology and Igor in the transformer sector, due to the anticipated growth in global power infrastructure [3][58]. - The gas turbine market is also highlighted, with major manufacturers' orders extending to 2028, indicating strong demand for components such as turbine blades and combustion chambers [3][52]. Group 4: Diesel Generator Market - The diesel generator market for data centers is transitioning to a seller's market, with domestic manufacturers poised to replace foreign brands due to supply constraints and increasing demand [56][57]. - The global market for data center diesel generators is projected to grow from $6 billion in 2023 to $12 billion by 2030, driven by the rapid expansion of data centers and AI infrastructure [56][57].

Investment Rating - The report maintains a strong buy rating for several key companies in the power equipment sector, including Guodian Nanrui, Siyuan Electric, and TBEA, while recommending an increase in holdings for others like Sifang Co. and China XD Electric [2][3]. Core Insights - The State Grid's planned investment of 4 trillion yuan during the 14th Five-Year Plan period represents a 40% increase compared to the previous plan, with an expected compound annual growth rate (CAGR) of 7% [1][9]. - The focus of this investment will be on green transformation, ultra-high voltage, distribution networks, energy storage, and digitalization, which is expected to significantly support the performance of related companies [1][9]. - The report highlights the increasing pressure on power consumption and the need for a new power system, emphasizing ultra-high voltage and energy storage as critical solutions to address this challenge [1][13][21]. Industry Overview - The total number of listed companies in the power equipment sector is 308, with a total market capitalization of 7,728.9 billion yuan [3]. - The absolute performance of the power equipment and new energy sector has shown significant growth, with a 63.1% increase over 12 months [5]. Key Company Analysis - Guodian Nanrui is recognized as a leader in secondary equipment with strong technology barriers and stable operations, expected to see significant growth in high-voltage and system stability businesses [26]. - Siyuan Electric has established a comprehensive product system and service network in overseas markets, with a notable increase in overseas revenue [26]. - China XD Electric benefits from increased capital expenditure in domestic main networks and ultra-high voltage projects, with a growing presence in international markets [27]. - TBEA is experiencing rapid growth in orders, particularly in the Middle East and Europe, and is expected to benefit from ongoing power construction projects [28]. - Other notable companies include XJ Electric, Pinggao Electric, and Igor, each with unique strengths and growth prospects in the evolving power equipment landscape [29][30][31].