Group 1 - Aike Saibo's stock price closed at 39.70 yuan, down 2.36%, currently in a state of breaking issue [1] - The company was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on September 28, 2023, with an issuance of 20.62 million shares at a price of 69.98 yuan per share [1] - On the first day of trading, the stock reached a peak price of 75.39 yuan, which was the highest price since its listing [1] Group 2 - Aike Saibo raised a total of 1.4429876 billion yuan through its initial public offering, with a net amount of 1.3176940 billion yuan, exceeding the original plan by 937.694 million yuan [1] - The company plans to use the raised funds for various projects, including the industrialization of precision special power supplies and the upgrade of its R&D center [1] - The total issuance costs for the IPO amounted to 125.2936 million yuan, with underwriting fees of 106.0091 million yuan [1] Group 3 - Aike Saibo announced a cash dividend of 0.51134 yuan per share and a stock bonus of 0.4 shares for the year 2023 [2] - The record date for the dividend is June 20, 2024, with the ex-dividend date on June 21, 2024 [2] - The new shares will be listed on June 21, 2024, along with the cash dividend distribution [2]

Core Viewpoint - Aikesaibo has seen a net financing inflow of 16.11 million RMB last week, ranking 495th in the market, with a total financing purchase of 90.83 million RMB and repayment of 74.72 million RMB [1] Financing and Investment Data - The company has a total registered capital of 115.39 million RMB and paid-in capital of 54.18 million RMB [1] - Over the past 5 days, the main capital outflow was 24.10 million RMB, with a decline of 2.98% [1] - Over the past 10 days, the main capital outflow was 22.17 million RMB, with a decline of 2.1% [1] Company Overview - Aikesaibo Electric Co., Ltd. was established in 1996 and is located in Xi'an, primarily engaged in the manufacturing of electrical machinery and equipment [1] - The company has made investments in 8 enterprises and participated in 662 bidding projects [1] - Aikesaibo holds 29 trademark registrations and 228 patents, along with 23 administrative licenses [1]

证券之星消息，8月15日其他电源设备板块较上一交易日上涨5.11%，欧陆通领涨。当日上证指数报收于 3696.77，上涨0.83%。深证成指报收于11634.67，上涨1.6%。其他电源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) | | | --- | --- | --- | --- | --- | --- | --- | | 300870 | 欧陆通 | 248.50 | 19.34% | 12.02万 | | 28.01亿 | | 300593 | 新富能 | 19.88 | 13.34% | 48.75万 | | 9.28亿 | | 002364 | 中恒电气 | 20.64 | 10.02% | 59.29万 | | 11.77亿 | | 002518 | 科士达 | 28.82 | 10.00% | - 36.94万 | | 10.28亿 | | 002951 | 金时科技 | 18.40 | 9.98% | 18.85万 | | 3.35 乙 | | 601727 | 上海电气 | 8.78 | 6.17% | 844.38万 | | ...

上市首日，爱科赛博盘中创下最高价75.39元，为该股上市以来最高价。 中国经济网北京8月14日讯爱科赛博(688719.SH)今日收报40.71元，跌幅5.89%。目前该股处于破发状 态。 爱科赛博于2023年9月28日在上交所科创板上市，发行数量2,062.0000万股，发行价格69.98元/股。爱科 赛博的保荐机构(主承销商)为长江证券承销保荐有限公司，保荐代表人为李海波、朱伟。 2024年6月17日，爱科赛博披露的2023年年度权益分派实施公告显示，每股现金红利0.51134元，每股转 增0.4股，股权登记日2024年6月20日，除权(息)日2024年6月21日，新增无限售条件流通股份上市日2024 年6月21日，现金红利发放日2024年6月21日。 爱科赛博新股募集资金总额144,298.76万元，募集资金净额131,769.40万元。爱科赛博最终募集资金净额 比原计划多93769.4万元。2023年9月22日，爱科赛博发布的招股说明书显示，公司拟募集资金38,000.00 万元，用于西安爱科赛博电气股份有限公司精密特种电源产业化建设项目、苏州爱科赛博电源技术有限 责任公司新增精密测试电源扩建项目、西 ...

Core Insights - The other power equipment sector experienced a rise of 1.55% on August 13, with Oulutong leading the gains [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Sector Performance - Oulutong (300870) saw a closing price of 183.50, with a significant increase of 12.32% and a trading volume of 120,200 shares, amounting to a transaction value of 2.106 billion yuan [1] - Kehua Data (002335) closed at 47.68, up 7.15%, with a trading volume of 642,300 shares and a transaction value of 2.964 billion yuan [1] - KOTAI Power (300153) closed at 33.80, increasing by 4.22%, with a trading volume of 439,700 shares and a transaction value of 1.467 billion yuan [1] - Magpower (002851) closed at 69.46, up 4.01%, with a trading volume of 394,700 shares and a transaction value of 2.720 billion yuan [1] - Power Source (600405) closed at 6.99, increasing by 3.71%, with a trading volume of 435,400 shares and a transaction value of 302 million yuan [1] - Haidao Sichuang (688411) closed at 96.58, up 3.63%, with a trading volume of 23,000 shares and a transaction value of 219 million yuan [1] - New Funi (300593) closed at 18.93, increasing by 2.77%, with a trading volume of 269,700 shares and a transaction value of 504 million yuan [1] - Aike Saibo (688719) closed at 43.26, up 2.58%, with a trading volume of 40,700 shares and a transaction value of 177 million yuan [1] - Shenghong Co. (300693) closed at 35.48, increasing by 2.37%, with a trading volume of 221,900 shares and a transaction value of 780 million yuan [1] - Rongfa Nuclear Power (002366) closed at 8.24, up 2.36%, with a trading volume of 1,841,800 shares and a transaction value of 1.508 billion yuan [1] Capital Flow - The other power equipment sector saw a net inflow of 350 million yuan from main funds, while retail funds experienced a net outflow of 116 million yuan [3]

Group 1 - The liquid cooling server concept has been actively discussed, leading to significant stock movements in related companies [2] - Kangsheng Co., Ltd. experienced a limit-up in stock price, indicating strong investor interest [2] - Other companies such as Oulutong, Xingrui Technology, Yingweike, Keshida, and Aikesaibo saw stock increases exceeding 6% [2]

Group 1 - The liquid cooling concept stocks are experiencing significant activity, with companies like Eurocontinental approaching the daily limit increase [1] - Other companies in the sector, such as Aikesaibo, Fangsheng Co., Invec, Chuanhuan Technology, and Sixuan New Materials, have seen their stock prices rise by over 7% [1]

Group 1 - The core component of fusion devices is the fusion power supply, which enhances the fusion "triple product" by optimizing heating temperature and energy confinement time, thus promoting fusion ignition [1][2] - The overall technical and customer barriers for power supply are high, with power supply costs accounting for 30%-50% of the total device cost [1][5] - The investment climate for fusion in China is improving, and the demand for fusion power supply is expected to be fully released as multiple technical routes progress simultaneously [1][5] Group 2 - The power supply plays a crucial role in assisting plasma heating and controlling plasma position, with strict requirements for precision to avoid electromagnetic radiation hazards [2][3] - Different fusion routes, such as linear, Z-pinch, and stellarator, have stringent requirements for power supply, with costs for linear devices reaching about 50% and Z-pinch devices around 30% of total costs [4][5] - Domestic capabilities for core components of power supplies have been established, reducing reliance on imports for critical components like electron tubes [3][5] Group 3 - Recommended stocks include Aikesaibo (688719.SH), with attention to Yingjie Electric (300820.SZ), Guoguang Electric (688776.SH), Xuguang Electronics (600353.SH), Hongxun Technology (603015.SH), and Wangzi New Materials (002735.SZ) [6]

Investment Rating - The report assigns a "Strong Buy" rating for the power equipment industry, specifically recommending "Buy" for Aikasaibo (688719.SH) at a price of RMB 39.23 [1]. Core Insights - The core insight of the report emphasizes that nuclear fusion power sources are critical components of fusion devices, enhancing the heating temperature and energy confinement time to improve the fusion "triple product" [3][13]. - The report highlights the high technical and customer barriers in the power source segment, with costs accounting for 30%-50% of the overall fusion device [3][5]. - The increasing investment climate in China's nuclear fusion sector, with multiple technological routes advancing simultaneously, is expected to lead to significant order and performance releases in the fusion power segment [3][5]. Summary by Sections Investment Recommendations - The report suggests that nuclear fusion power sources will drive improvements in the fusion "triple product" through enhanced heating temperatures and energy confinement times, which are essential for achieving fusion ignition [3]. - It recommends Aikasaibo and suggests monitoring other companies such as Yingjie Electric, Guoguang Electric, Xuguang Electronics, Hongxun Technology, and Wangzi New Materials [3]. Industry Overview - The report discusses the critical role of power sources in nuclear fusion devices, which include providing energy for plasma heating and maintaining the stability of the magnetic field [13][14]. - It notes that the power source's performance is crucial for the safety and efficiency of fusion operations, with stringent requirements for response times and stability [21][22]. Technological Insights - The report details the different types of power sources used in various fusion technologies, including Tokamak, linear, and Z-pinch systems, each with specific requirements and challenges [45][47]. - It highlights the importance of high-power, low-ripple power sources in maintaining plasma stability and achieving the necessary conditions for fusion [22][52]. Market Potential - The report identifies a broad market potential for fusion power sources, driven by the increasing demand for customized solutions and the historical experience of suppliers in the nuclear fusion sector [52][53]. - It emphasizes that companies with established relationships and experience in nuclear-grade power supply are likely to benefit from upcoming large-scale projects [52][53]. Emerging Technologies - The report mentions the growing importance of supercapacitors in fusion power systems, which can provide rapid discharge capabilities essential for the pulsed operation of fusion devices [54][56]. - It notes that supercapacitors have been successfully integrated into existing projects, indicating a trend towards their increased use in future nuclear fusion applications [56].

Group 1 - The core viewpoint of the news is that Aikesaibo (688719.SH) is currently experiencing a decline in stock price, with a closing price of 37.35 yuan and a drop of 4.79%, indicating a state of being below the issue price [1] - Aikesaibo was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on September 28, 2023, with an issuance of 20.62 million shares at a price of 69.98 yuan per share [1] - The highest price reached on the first day of trading was 75.39 yuan, marking the peak since its listing [1] Group 2 - The total amount of funds raised by Aikesaibo was 1.442 billion yuan, with a net amount of 1.318 billion yuan, exceeding the original plan by 937.694 million yuan [1] - The funds are intended for various projects, including the industrialization of precision special power supplies and the upgrade of the R&D center [1] - The total issuance costs amounted to 125.2936 million yuan, with underwriting fees accounting for 106.0091 million yuan [1] Group 3 - The underwriter's subsidiary, Changjiang Innovation, received 824,800 shares, representing 4% of the total issuance, with an investment amount of approximately 57.72 million yuan, subject to a 24-month lock-up period [2] - Aikesaibo announced a cash dividend of 0.51134 yuan per share and a bonus issue of 0.4 shares per share, with the record date set for June 20, 2024 [2] - The ex-dividend date and the date for the issuance of new shares without restrictions will be June 21, 2024, along with the cash dividend payment on the same day [2]