证券日报网讯 11月5日晚间，博菲电气发布公告称，公司的股票交易价格连续两个交易日（2025年11月 4日、11月5日）收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动。公司前期披露的信息不存 在需要补充、更正之处；公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较大影响 的未公开重大信息。 （编辑 姚尧） ...

Core Viewpoint - The electric grid equipment sector experienced a significant surge in stock prices on November 5, with multiple companies reaching their daily price limits and others showing substantial gains [1]. Group 1: Stock Performance - Zhongzhi Technology (众智科技) saw a price increase of 19.99%, reaching a price of 40.70 [2]. - China Energy Electric (中能电气) also rose by 19.95%, with a price of 9.20 [2]. - Other notable performers included Caneng Electric (灿能电力) with an 18.01% increase, and Shuangjie Electric (双杰电气) which rose by 14.32% [2]. - Solar Cable (太阳电缆) and Moen Electric (摩恩电气) both achieved gains of over 10%, with increases of 10.03% and 10.01% respectively [2]. - Additional companies such as Shenma Electric (神马电力) and Baobian Electric (保变电气) also showed strong performance, with price increases of 10.00% and 9.99% respectively [2].

博菲电气11月5日发布公告， 公司股票交易价格连续两个交易日收盘价格涨幅偏离值累计超过20%，属 于股票交易异常波动情况。经核实，公司前期披露的信息不存在需要补充、更正之处，近期公司经营情 况正常，内外部经营环境未发生重大变化。公司、控股股东和实际控制人不存在关于本公司的应披露而 未披露的重大事项或处于筹划阶段的重大事项。公司郑重提醒广大投资者，公司所有信息均以在指定媒 体刊登的信息为准。 ...

Core Viewpoint - The stock price of Bofei Electric has experienced an abnormal fluctuation, with a cumulative increase of over 20% in closing prices over two consecutive trading days (November 4 and November 5, 2025) [1] Company Information - The company has confirmed that there are no additional or corrective disclosures needed regarding previously released information [1] - There have been no significant undisclosed events that could impact the company's stock price recently [1] - The company's operational status remains normal, and there have been no major changes in the internal or external environment [1] - The company, its controlling shareholders, and actual controllers have not engaged in any undisclosed significant matters during the abnormal stock price fluctuation period [1] Regulatory and Compliance - The board of directors has confirmed that there are no undisclosed matters that should be disclosed, nor have they been made aware of any information that could significantly affect stock trading prices [1] - The company has submitted a simplified procedure for issuing shares to specific targets for registration, but the approval from the China Securities Regulatory Commission remains uncertain [1] - The company has reminded investors to be aware of risks and to invest rationally [1]

股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 浙江博菲电气股份有限公司(以下简称"公司"或"本公司")（证券简称： 博菲电气，证券代码：001255）的股票交易价格连续两个交易日（2025 年 11 月 4 日、11 月 5 日）收盘价格涨幅偏离值累计超过 20％，根据《深圳证券交易所 交易规则》的有关规定，属于股票交易异常波动的情况。 二、公司关注、核实情况说明 针对公司股票交易异常波动情况，公司对相关事项进行了核实，并与控股股 东、实际控制人、公司管理层书面或通讯问询，现就有关情况说明如下： 1.公司前期披露的信息不存在需要补充、更正之处； 证券代码：001255 证券简称：博菲电气 公告编号：2025-086 浙江博菲电气股份有限公司 协议等；董事会也未获悉本公司有根据《深圳证券交易所股票上市规则》等有关 规定应予以披露而未披露的、对本公司股票及其衍生品种交易价格产生较大影响 的信息；公司前期披露的信息不存在需要更正、补充之处。 四、公司认为必要的风险提示 1.经自查，公司不存在违反信息公平披露的情 ...

博菲电气公告称，公司股票交易价格在2025年11月4日、11月5日连续两个交易日收盘价格涨幅偏离值累 计超20%，属于异常波动。经核实，公司前期披露信息无需补充更正，未发现公共传媒报道可能影响股 价的未公开重大信息，经营及内外部环境正常，公司、控股股东和实控人无应披露未披露重大事项，实 控人在异动期间无买卖公司股票情形。此外，公司简易程序定增已提交注册，结果及时间不确定。 ...

Group 1 - The A-share market saw a significant surge in electric grid equipment stocks, with notable performances including Caneng Electric reaching a 30% limit up and Yinen Electric rising by 23% [1][2] - Other companies such as Shuangjie Electric, Zhongzhi Technology, Jinguang Electric, and others also experienced limit up of 20%, indicating a strong market trend in this sector [1][2] - Microsoft CEO Satya Nadella highlighted that the current challenge in the AI industry is not an excess of computing power but rather a lack of sufficient electricity to support all GPU operations [1] Group 2 - Caneng Electric's market capitalization is reported at 2.244 billion, with a year-to-date increase of 157.73% [2] - Yinen Electric has a market cap of 1.851 billion and a year-to-date increase of 21.78% [2] - Other companies like Shuangjie Electric and Zhongzhi Technology have market caps of 7.898 billion and 4.735 billion respectively, with year-to-date increases of 42.71% and 37.87% [2]

Group 1: Company Highlights - Shenneng Shenli, a leading company in composite insulators, achieved a net profit growth of 177.52% year-on-year in the first half of the year [2] - TBEA, a leader in the power transmission and transformation industry, holds a market share of approximately 50% in the main transformer market for nuclear power plants [2] - Yiyou Co., a leading relay manufacturer in China, has developed phase-shifting transformers for data center power systems in collaboration with clients [2] - Jinpan Technology has completed a prototype of a 10kV/2.4MW solid-state transformer suitable for HVDC 800V data center power architecture, with a net profit growth of 20.27% year-on-year in the first three quarters [2] - Hainan Free Trade Port will officially start operations on December 18 [2] Group 2: Industry Developments - The focus on renewable energy sources such as hydropower, wind power, and photovoltaics is evident in the business operations of companies like Mindong Electric Power [2] - The construction of a 2MWt liquid fuel molten salt experimental reactor has been completed, indicating advancements in nuclear technology [3] - The price of lithium hexafluorophosphate continues to rise, reflecting trends in the lithium battery market [6] - The demand for energy storage systems is increasing, as evidenced by Hopu's signing of a 5 billion yuan procurement contract for energy storage systems [6] - The focus on smart city and smart transportation products is growing, with companies developing multifunctional smart lamp posts [7]

Core Viewpoint - The report indicates a slight decrease in institutional ownership of Bofei Electric, with a total of 61.83% of shares held by institutions as of October 27, 2025, down by 1.08 percentage points from the previous quarter [1] Institutional Ownership - As of the report date, seven institutional investors disclosed holdings in Bofei Electric A-shares, totaling 50.26 million shares [1] - The institutions include Jiaxing Bofei Holdings Co., Ltd., Haining Yunge Investment Partnership, Haining Jucheng Investment Partnership, Ningbo Huayu Private Equity Investment Fund Management, Shanghai Yongping Private Fund Management, Hangzhou Shangyan Keling Private Fund Management, and the China Merchants Fund Management Co., Ltd. - Social Security Fund 1503 Portfolio [1] - The total institutional ownership percentage decreased by 1.08 percentage points compared to the previous quarter [1] Public Fund Holdings - In this reporting period, 27 public funds were disclosed, including CITIC Prudential Multi-Strategy Mixed (LOF) A, Nuon Multi-Strategy Mixed A, Huaxia Zhisheng New Star Stock A, Guojin Quantitative Multi-Factor A, and Guojin Quantitative Selected A [1] Social Security Fund - One new social security fund disclosed holdings in Bofei Electric, specifically the China Merchants Fund Management Co., Ltd. - Social Security Fund 1503 Portfolio [1]

Group 1 - The company, Bofei Electric, announced on October 27 that it will recognize asset impairment and credit impairment provisions totaling approximately 8.09 million yuan, which will reduce the total profit of the consolidated financial statements by the same amount [1] - For the first half of 2025, Bofei Electric's revenue composition is as follows: wind power accounts for 44.43%, other sectors account for 40.94%, and rail transit accounts for 14.63% [1] - As of the report date, Bofei Electric has a market capitalization of 2.7 billion yuan [1]