（编辑 楚丽君） 证券日报网讯 2月5日，佳电股份在互动平台回答投资者提问时表示，公司的新1级能效高压电机及系列 高效节能电机，是各行业进行设备更新、满足更高能效标准的关键设备，将广泛应用于电力、石化、矿 山等领域的风机、水泵系统。 ...

从资金流向上来看，当日电机板块主力资金净流出1.54亿元，游资资金净流入9695.95万元，散户资金净 流入5717.62万元。电机板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603988 | 中电电机 | 30.54 | -3.32% | 15.30万 | 4.79亿 | | 301023 | 奕帆传动 | 46.69 | -2.85% | 3.42万 | 1.60亿 | | 603489 | 八方股份 | 30.05 | -2.31% | 2.21万 | 6670.35万 | | 603344 | 星德胜 | 30.54 | -1.48% | - 3.13万 | 9560.02万 | | 002892 | 科力尔 | 12.53 | -1.18% | 8.73万 | 1.10亿 | | 600580 | 卧龙电驱 | 43.85 | -1.02% | 34.98万 | 15.25亿 | | 301502 | 华阳智能 | 46.06 | -0.75% | 1.0 ...

有投资者在互动平台向佳电股份提问："公司兄弟公司哈尔滨电气今年来业绩股价屡创新高，特别是股 价从1块多港币上涨到现在20港币附近。反观公司近几年业绩时好时坏，资本市场表现也远远不如兄弟 公司。公司管理层是否有决心在任期打一场翻身仗争一口气？也为股东创造更大的价值！" 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：公告君 针对上述提问，佳电股份回应称："尊敬的投资者您好！ 哈尔滨电气与佳电股份的市值表现有所不同。 哈尔滨电气主营大型发电设备，属于长周期行业，市场呈现寡头格局；而佳电股份专注于各类工业及特 种电机，属于电机制造短周期行业，处于充分竞争的市场。此外，两者隶属于港交所与深交所两个不同 的资本市场，两公司的资产规模、行业性质、政策波动及行业周期均会导致两家企业市值表现不同。根 据佳电股份市值管理制度，公司2023年12月完成实施重大资产重组，收购动装公司控股权；2025年3 月，公司以10.92元每股向特定对象发行101,788,101股，募集资金约11亿；公司实施股权激励计划；公 司现金分红不低于每年可供分配利润30%；积极拓展多 ...

证券日报网讯 2月3日，佳电股份在互动平台回答投资者提问时表示，截至2026年1月30日，公司股东总 数为27773户。 （文章来源：证券日报） ...

2020-2025年中国交流电动机产量统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 上市企业：卧龙电驱（600580）,佳电股份（000922）,中电电机（603988）,上海电气（601727）,东方电 气（600875） 相关报告：智研咨询发布的《2026-2032年中国交流电动机行业市场发展调研及投资前景展望报告》 根据国家统计局数据显示：2025年12月中国交流电动机产量为3322万千瓦，同比下降1.1%；2025年1-12 月中国交流电动机累计产量为34988.5万千瓦，累计下降0.5%。 ...

Investment Rating - The industry rating is "stronger than the market" indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 months [13]. Core Insights - Major technology and new energy companies are entering the nuclear power sector, creating a diversified new landscape for nuclear energy in China. Companies like Alibaba and Geely are investing in coastal nuclear power projects, focusing on stable energy to support computing power demands [3][4]. - The policy environment is increasingly favorable for private investment in nuclear power, with the proportion of private capital expected to rise to 10% by 2024. This trend is supported by the integration of AI and nuclear energy, which is anticipated to deepen as the demand for computing power grows [4]. - Small Modular Reactors (SMR) are highlighted as a key solution to meet the energy demands of AI, with significant interest from technology giants. Companies are developing tailored energy solutions for data centers using SMR technology [5]. Company Summaries - **Jingye Intelligent**: Plans to establish a subsidiary focused on SMR technology for AI data center power supply [6]. - **Jia Electric**: Its main helium fan is the only power device for the fourth-generation high-temperature gas-cooled reactor's primary circuit, leading in the nuclear power business segment [6]. - **Guoguang Electric**: Provides critical components for the ITER project, focusing on filter and cladding systems [6]. - **Lanshi Heavy Industry**: Covers the entire nuclear energy supply chain from upstream nuclear fuel systems to downstream spent fuel processing [6]. - **Kexin Electromechanical**: Produces high-temperature gas-cooled reactor products and has developed domestic alternatives for new fuel transport containers [6]. - **Hailu Heavy Industry**: Services various reactor types, including third and fourth-generation reactors and fusion reactors [6]. - **Jiangsu Shentong**: Secured over 90% of orders for nuclear-grade butterfly valves and ball valves for new nuclear power projects in China [6].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603988 | 中电电机 | 38.13 | 10.01% | 15.13万 | | 5.67亿 | | 002196 | 方正电机 | 18.25 | 4.95% | 132.02万 | | 23.27亿 | | 002249 | 大洋电机 | 11.04 | 0.55% | 87.85万 | | 9.61亿 | | 000922 | 佳电股份 | 14.56 | 0.48% | 10.87万 | | 1.57亿 | | 920100 | 三协电机 | 67.13 | 0.22% | 8736.78 | | 5829.61万 | | 003021 | 兆威机电 | 123.04 | -0.09% | 4.17万 | | 5.09亿 | | 618809 | 神力股份 | 12.56 | -1.02% | 3.92万 | | 4937.44万 | | 002176 | 江特电机 | 10.25 | -1.06% | 69.29万 ...

今日具体限售解禁股情况如下： 智通财经APP获悉，1月26日共有8家上市公司的限售股解禁，解禁总市值约21.1亿元。 | 股票简称 | 股票代码 | 限售股类型 | 解禁股数 | | --- | --- | --- | --- | | 美丽生态 | 000010 | 股权激励限售流通 | 4548万 | | 佳电股份 | 000922 | 股权激励限售流通 | 23.65万 | | 南京医药 | 600713 | 股权激励限售流通 | 543.07万 | | 诺普信 | 002215 | 股权激励限售流通 | 443.38万 | | 长城汽车 | 601633 | 股权激励限售流通 | 1366.73万 | | 雪天盐业 | 600929 | 股权激励限售流通 | 51.36万 | | 天正电气 | 605066 | 股权激励限售流通 | 46.25万 | | 益方生物 | 688382 | | 1.61亿 | ...

Core Viewpoint - The development of nuclear power in China is primarily focused on the application of third-generation nuclear technology, which enhances safety through passive safety concepts and upgrades in structure, materials, and manufacturing precision, leading to reduced maintenance costs and extended maintenance cycles [1][16]. Overview - Nuclear pumps are specialized equipment used in nuclear power plants to transport coolant and media under extreme conditions, ensuring nuclear safety and system circulation. They must withstand high temperatures, pressures, radiation, and corrosion, with capabilities for zero or low leakage and long-term stable operation [2][3]. Industry Barriers - The nuclear pump industry has high entry barriers due to the need for advanced technology and manufacturing precision, requiring strong R&D capabilities and long-term investment. New entrants face challenges in meeting industry standards quickly, creating significant technical barriers [9][10]. Industry Chain - The upstream of the nuclear pump industry includes suppliers of nuclear-grade materials and components, while the midstream involves R&D, design, manufacturing, and testing. The downstream market primarily targets nuclear power plants [11][12]. Current Development - As of November 2025, China's nuclear power installed capacity is projected to reach 62.48 million kilowatts, with a continuous increase in demand for nuclear pumps driven by new installations and maintenance needs of existing plants [13][14]. Competitive Landscape - The nuclear pump industry has high entry barriers, with only four companies qualified to design and manufacture nuclear main pumps. Competition is more intense for secondary and tertiary pumps, with several companies dominating the market [15][17]. Industry Trends - The nuclear pump sector is expected to evolve towards high-end, intelligent upgrades, focusing on performance and safety improvements. The industry will also see a shift towards domestic production to break the monopoly of foreign suppliers, enhancing the competitiveness of domestic products [20][21][22]. - The industry is transitioning from equipment manufacturing to a full lifecycle service model, integrating R&D, production, operation, and maintenance to provide comprehensive solutions for nuclear power operators [23].

佳电股份（000922.SZ）1月21日在投资者互动平台表示，徐圩核电站项目是全球首个将高温气冷堆与压 水堆耦合、以供热为主兼顾电力供应的项目，其创新的"以热定电"运行模式和两级蒸汽加热技术是全球 首个将我国三代核电技术和四代核电技术双堆耦合示范工程。目前，佳电股份是国内唯一高温气冷堆有 供货业绩的设备生产企业。佳电股份系徐圩核电站项目的关键电气设备供应商，不仅为其提供高温气冷 堆的主氦风机和氦气压缩机，还为其核电站提供大量配套的其它核电电机。佳电股份将持续关注并积极 参与相关项目的建设。 （记者 张喜威） 每经AI快讯，有投资者在投资者互动平台提问：江苏徐圩核能供热发电厂是全球首个压水堆与高温气 冷堆耦合项目、全球首个高温气冷堆商业化推广项目，也是全球首个采用核电总承包模式下全厂一体化 建造的核电工程。项目是以工业供热为主、兼顾电力供应的核动力厂，采用我国具有完全自主知识产权 三代核电技术华龙一号和四代核电技术高温气冷堆组合，通过华龙一号主蒸汽加热除盐水制备饱和蒸 汽，再利用高温气冷堆主蒸汽对饱和蒸汽二次升温，第四代高温气冷堆是佳电股份供应的吗？ ...