（记者 胡玲） 平安电工（001359.SZ）10月21日在投资者互动平台表示，公司对固态电池行业的发展动态和趋势保持 密切关注。云母是天然的绝缘材料，耐高温、绝缘性能好等特性可以在固态电池中有潜在的应用价值， 公司已经与相关固态电池客户保持紧密沟通并在进行相关产品验证工作；同时，公司基于"云母+"的产 品布局将积极探索新产品矩阵在固态电池行业的应用边际和价值。 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司的材料是否可以应用于固态电池领域，研 究进展如何？ ...

Market Overview - The automotive thermal management sector declined by 1.86%, ranking among the top declines in concept sectors as of the market close on October 13 [1] - Within this sector, companies such as Hengshuai Co., Zhejiang Rongtai, and Jingwei Hengrun experienced significant declines, while 18 stocks saw price increases, with Hunan Tianyan, Changying Tong, and Keda Guochuang leading with gains of 6.67%, 6.55%, and 4.51% respectively [1] Concept Sector Performance - The top-performing concept sectors included Rare Earth Permanent Magnets with a gain of 6.92%, and Military Equipment Restructuring Concept with a gain of 3.51% [2] - The automotive thermal management sector was among the laggards, with a decline of 1.86%, alongside other sectors like AI PC and Decelerators [2] Capital Flow Analysis - The automotive thermal management sector saw a net outflow of 1.94 billion yuan, with 91 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 100 million yuan [2] - The leading stock for net outflow was Sanhua Intelligent Control, with a net outflow of 354 million yuan, followed by Top Group and Huagong Technology with outflows of 251 million yuan and 222 million yuan respectively [2] Notable Stocks in Automotive Thermal Management - Key stocks with significant net outflows included: - Sanhua Intelligent Control: -5.23% with a turnover rate of 5.92% and a net outflow of 353.60 million yuan - Top Group: -4.97% with a turnover rate of 3.39% and a net outflow of 251.08 million yuan - Huagong Technology: -3.19% with a turnover rate of 6.05% and a net outflow of 222.13 million yuan [3][4] Stocks with Positive Capital Inflows - Stocks with notable net inflows included: - Midea Group: 3.59 billion yuan - Feirongda: 57.68 million yuan - Sixuan New Materials: 53.25 million yuan [2][6]

证券代码：001359 证券简称：平安电工 公告编号：2025-032 湖北平安电工科技股份公司 关于签订募集资金四方监管协议的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、募集资金基本情况 经中国证券监督管理委员会《关于同意湖北平安电工科技股份公司首次公 开发行股票注册的批复》（证监许可〔2023〕2121号）同意，湖北平安电工科 技股份公司（以下简称"公司"）向社会公开发行人民币普通股（A股） 4,638.00万股，本次公开发行人民币普通股每股面值为人民币1.00元，发行价格 为17.39元/股，本次发行募集资金总额为人民币80,654.82万元，扣除不含税发行 费用人民币7,900.32万元后，实际募集资金净额为人民币72,754.50万元。天健会 计师事务所（特殊普通合伙）对公司本次公开发行新股的资金到位情况进行了 审验，并于2024年3月21日出具了天健验〔2024〕3-6号《验资报告》。 二、募集资金专户的开立及监管协议签订情况 为规范公司募集资金管理，保护投资者的权益，根据中国证监会《上市公 司募集资金监管规则》《深圳证券交易所股票上 ...

Core Insights - The financing net purchase of Ping An Electric (001359) on September 11 was 3.5461 million yuan, with a financing balance of 26.8 million yuan, indicating a positive investor sentiment towards the stock [1][3]. Financing Activity Summary - On September 11, the financing net purchase was 3.5461 million yuan, with a financing balance of 26.8 million yuan, representing 10.41% of the circulating market value [2]. - Over the past three trading days, the cumulative net purchase reached 29.7749 million yuan, with 12 out of the last 20 trading days showing net purchases [1]. - The financing balance increased by 1.34% compared to the previous day [3][4]. Financing Balance Changes - The financing balance on September 11 was 26.8 million yuan, up by 3.5461 million yuan from the previous day [4]. - The financing balance had previously increased by 18.8139 million yuan on September 10, reflecting a 7.65% change [4]. - The financing balance had shown fluctuations, with a decrease of 2.5312 million yuan on September 8 and a decrease of 1.7395 million yuan on September 5 [4].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603879 | 永倪科技 | 6.45 | -4.59% | 22.62万 | 1.46亿 | | 301216 | 万凯新材 | 20.78 | -1.70% | 38.12万 | 7.89亿 | | 002768 | 国恩股份 | 46.91 | -1.68% | 5.86万 | 2.72亿 | | 301565 | 中仑新材 | 25.76 | -1.64% | 10.92万 | 2.81亿 | | 688203 | 海正生材 | 16.29 | -1.45% | 5.41万 | 8732.63万 | | 300995 | 奇德新材 | 53.10 | -1.14% | 5.99万 | 3.13亿 | | 002108 | 沧州明珠 | 4.13 | -0.96% | 76.72万 | 3.17亿 | | 300218 | 安利股份 | 20.51 | -0.58% | 11.24万 | 2.31亿 | | 600135 | 乐凯胶片 | ...

证券日报网讯平安电工（001359）9月10日在互动平台回答投资者提问时表示，公司销售费用中：市场 推广费主要是销售佣金，业务经费主要是业务招待费及差旅费用。 ...

Core Viewpoint - Ping An Electric (001359.SZ) is actively engaging with the supply chain opportunities related to the Yaxia Hydropower Project, which sets higher standards for insulation performance, reliability, and durability of power generation and transmission equipment [1] Company Overview - The company primarily engages in the production of electric power, electrical, thermal mica insulation materials, composite components for new energy safety protection, and fiberglass cloth and products [1] Market Opportunity - The Yaxia Hydropower Project, recognized as a world-class large-scale hydropower initiative, presents significant market opportunities for domestic companies capable of producing high-end mica insulation materials [1]

Market Performance - The plastic sector increased by 1.55% compared to the previous trading day, with Shangwei New Materials 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] Top Gainers in Plastic Sector - Shangwei New Materials (688585) closed at 87.61, up 10.79% with a trading volume of 206,700 shares and a transaction value of 1.732 billion [1] - Dongcai Technology (601208) closed at 19.40, up 9.98% with a trading volume of 1,260,700 shares and a transaction value of 2.374 billion [1] - Wankai New Materials (301216) closed at 17.32, up 5.61% with a trading volume of 261,900 shares and a transaction value of 444 million [1] Market Capital Flow - The plastic sector experienced a net outflow of 685 million from institutional investors, while retail investors saw a net inflow of 563 million [2] - The overall market showed a mixed trend with significant movements in individual stocks, indicating varied investor sentiment [2] Individual Stock Capital Flow - Dongcai Technology had a net inflow of 306 million from institutional investors, but a net outflow of 15.4 million from retail investors [3] - Shangwei New Materials saw a net inflow of 46.74 million from institutional investors, with retail investors experiencing a net outflow of 31.81 million [3] - Anli Co. (300218) had a net inflow of 11.4 million from institutional investors, while retail investors faced a net outflow of 81.15 million [3]

Group 1: AI Medical - Ping An Good Doctor's stock surged by 6.99% on August 26, with its price doubling in the past month. The company reported an AI product system "7+N+1" with an accuracy rate of approximately 98% for AI-assisted consultations and nearly 80% for complex disease treatment plans [4] - The average service cost for family doctors decreased by about 52% due to AI assistance, and operational efficiency improved by around 50% [4] Group 2: Artificial Intelligence Policy - The State Council released an opinion on August 26 to implement the "Artificial Intelligence+" initiative, aiming for over 70% application penetration of new intelligent terminals and agents by 2027, and over 90% by 2030 [5] - The initiative includes building national AI application pilot bases and promoting the transformation of software and information service companies [5] Group 3: 5.5G Development - The Ministry of Industry and Information Technology is expected to issue the second batch of millimeter-wave private network frequency licenses, with more companies anticipated to receive licenses by the end of the year [6] - This issuance indicates the maturity of the domestic millimeter-wave 5G industry chain and is expected to initiate a wave of innovation in the sector [7] Group 4: Gaming Industry - The National Press and Publication Administration approved 173 games in August 2025, setting a new record for the year, including 166 domestic and 7 imported games [9] - The gaming market is projected to maintain long-term optimistic growth, with the 3A game market expected to reach 13.3 billion yuan in 2025 and 16.9 billion yuan in 2026, with a CAGR of 35% anticipated from 2027 to 2028 [9] Group 5: Company Earnings - Cambrian reported a net profit of 1.038 billion yuan in the first half of 2025, compared to a loss of 530 million yuan in the same period last year [12] - North Rare Earth's net profit surged by 1951.52% year-on-year to 931 million yuan in the first half of 2025 [12] - Light Media's net profit increased by 371.55% year-on-year to 2.229 billion yuan in the first half of 2025 [12]

Core Viewpoint - Ping An Electric (001359.SZ) reported strong financial results for the first half of 2025, with significant growth in revenue and net profit, driven by its innovative products in the new energy sector [1][2][3]. Financial Performance - The company achieved operating revenue of 570 million yuan, a year-on-year increase of 16.24% [1][2]. - Net profit attributable to shareholders reached 135 million yuan, up 29.91% year-on-year, while the net profit excluding non-recurring items was 129 million yuan, reflecting a 31.52% increase [1][3]. - The gross margin remained stable, with the gross margin for new energy safety protection composite components nearing 39%, comparable to that of electrical mica materials [3]. Business Growth Drivers - The new energy safety protection composite components business saw a remarkable revenue increase of 40.60%, becoming the main growth engine for the company [2]. - This growth was largely attributed to the new safety standards for power batteries introduced by the Ministry of Industry and Information Technology in April, which raised safety requirements to a "zero tolerance" level [2]. R&D and Innovation - The company invested 24.2 million yuan in R&D during the first half of the year, maintaining a stable R&D expense ratio of over 4% [4]. - Ping An Electric is expanding its "mica+" product series, focusing on cutting-edge applications such as thermal runaway protection for new energy batteries and high-frequency PCB substrates for computing centers [4]. - The company has made significant progress in its production and R&D projects, with total investments exceeding 700 million yuan, of which 314 million yuan has already been invested [4]. Operational Efficiency - The net cash flow from operating activities was 93.13 million yuan, a substantial increase of 649.99% year-on-year, primarily due to improved collection of accounts receivable [3]. - The company's total assets reached 2.278 billion yuan, and net assets were 1.909 billion yuan, both showing growth of approximately 3.83% and 3.80% respectively since the beginning of the year [3].