Market Overview - The grid equipment sector increased by 1.73% compared to the previous trading day, with Daye Intelligent leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Top Performers - Daye Intelligent (300670) closed at 60.6, up 12.50% with a trading volume of 384,400 shares and a transaction value of 342 million [1] - Jinzhiketech (002090) closed at 11.95, up 10.04% with a trading volume of 344,700 shares and a transaction value of 401 million [1] - Jinpan Technology (688676) closed at 81.86, up 8.86% with a trading volume of 260,700 shares and a transaction value of 2047 million [1] Other Notable Stocks - Sifang Co., Ltd. (601126) closed at 28.02, up 7.69% with a trading volume of 578,700 shares and a transaction value of 1.609 billion [1] - New Special Electric (301120) closed at 18.47, up 5.91% with a trading volume of 267,700 shares and a transaction value of 48.6 million [1] Market Capital Flow - The net inflow of main funds in the grid equipment sector was 797 million, while retail funds saw a net outflow of 195 million [2] - The main funds showed a significant net inflow in Sifang Co., Ltd. (601126) of 229 million, while Jinpan Technology (688676) experienced a net outflow of 109 million [3] Summary of Fund Flows - Jinzhiketech (002090) had a net inflow of 100 million from main funds, but a net outflow of 61 million from retail investors [3] - New Special Electric (301120) had a net inflow of 42 million from main funds, with a net outflow of 27 million from retail investors [3]

Core Viewpoint - The A-share market's three major indices experienced a collective rise, with the power grid equipment sector showing signs of stabilization and rebound after a period of adjustment. The only power grid equipment ETF (159326) saw a 0.94% increase, with a trading volume of 101 million yuan, indicating strong investor interest [1]. Group 1: Market Performance - The power grid equipment ETF (159326) recorded a net inflow of 76 million yuan recently, accumulating a total of 1.535 billion yuan in November, reaching a latest scale of 1.913 billion yuan, making it the largest power grid ETF in the market [1]. - Key stocks in the sector, such as Jinzhitech, Sifang Co., Ping An Electric, Shuangjie Electric, Igor, Yongfu Co., and Jinpan Technology, experienced significant gains, with Jinzhitech hitting the daily limit [1]. Group 2: Industry Outlook - A recent report from Goldman Sachs highlighted that electricity supply has become a major obstacle to AI development, with global data center electricity demand expected to surge by 160% by 2030. This indicates a pressing need for upgrades in aging power grids, particularly in Europe and the U.S. [1]. - Huaxi Securities noted that the large-scale integration of renewable energy sources is significantly increasing the demand for supporting grid construction, which is expected to create vast investment opportunities in the distribution network sector. Leading suppliers of integrated distribution equipment are likely to benefit continuously [1]. - The demand for power equipment is anticipated to remain high due to the need for upgrades and expansions in power systems, driven by increased electricity demand from AI in the U.S. [1]. Group 3: Related Products - The power grid equipment ETF (159326) is the only ETF tracking the CSI Power Grid Equipment Theme Index, with a strong representation in sectors such as transmission and transformation equipment, grid automation equipment, cable components, and distribution equipment. The ultra-high voltage segment holds a significant weight of 64%, the highest in the market [2]. - The Green Power ETF (562550) and its off-market links (018734/018735) track the CSI Green Power Index, which includes clean energy companies like hydropower, wind power, and solar power, as well as transitional samples from thermal and nuclear power [2].

Core Viewpoint - The A-share market is experiencing a strong performance in robotics concept stocks, with several companies showing significant gains in their stock prices [1] Company Performance - Xidi has seen a rise of over 15% - Lixing shares increased by nearly 15% - Changying Precision rose by over 13% - Bukexin shares grew by nearly 12% - Haon Automotive Electric increased by over 10% - Several companies, including Galaxy Electronics, Jinzhi Technology, Youa Shares, Sichuan Jinding, GAC Group, and Yuhuan CNC, reached the 10% daily limit increase - Haichang New Materials rose by over 8% - Fenglong shares and Huazi Technology increased by over 7% - Bozhong Precision, Jingzhida, Xinmeixing, Meihu Shares, and Haozhi Electromechanical rose by over 6% - Jingsong Intelligent and Zhongrun Optics increased by over 5% - Jiangbolong rose by over 3% [1]

证券时报·数据宝统计，截至发稿，金智科技收盘价为10.89元，上涨2.25%，本期筹码集中以来股价累 计下跌9.55%。具体到各交易日，4次上涨，6次下跌。 金智科技11月24日披露，截至11月20日公司股东户数为40935户，较上期（11月10日）减少2917户，环 比降幅为6.65%。这已是该公司股东户数连续第2期下降。 公司发布的三季报数据显示，前三季公司共实现营业收入10.12亿元，同比下降5.35%，实现净利润 4646.11万元，同比增长27.09%，基本每股收益为0.1160元，加权平均净资产收益率3.06%。（数据宝） （文章来源：证券时报网） ...

11月14日，金智科技大宗交易成交39.99万股，成交额477.88万元，占当日总成交额的1.84%，成交价 11.95元，较市场收盘价12.05元折价0.83%。 | 权益类证券大宗交易(协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2025-11-14 | 002090 | 金智科技 | 11.95 | 39.99 | 477.88 华福证券有限责任 | | 国投证券股份有限 | | | | | | | 公司厦门吕岭路证 英营业部 | | 公司浙江分公司 | ...

Core Insights - The company Jinzhitech (002090) reported that as of November 10, 2025, the total number of shareholders is 43,852 [1] Company Information - Jinzhitech has engaged with investors through an interactive platform to provide updates on shareholder numbers [1] - The company is actively communicating with its investors, indicating a focus on transparency and shareholder engagement [1]

Group 1 - The core viewpoint of the article highlights the growth in the electrical machinery and equipment manufacturing industry in China, with a notable increase in export value [1] - In September 2025, the export value of the electrical machinery and equipment manufacturing industry reached 150.53 billion yuan, representing a year-on-year growth of 7% [1] - From January to September 2025, the cumulative export value was 1,333.73 billion yuan, with a year-on-year increase of 6.4% [1] Group 2 - The article lists several publicly listed companies in the electrical machinery sector, including XJ Electric, Dongfang Electronics, and Jinzhiketech, among others [1] - The data presented is sourced from the National Bureau of Statistics and compiled by Zhiyan Consulting, indicating a robust market outlook for the industry [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, providing comprehensive industry research reports and consulting services [1]

Group 1 - The core viewpoint of the news is that Jinzhitech's stock has experienced fluctuations, with a current price of 11.68 CNY per share and a market capitalization of 4.679 billion CNY, despite a year-to-date increase of 32.50% [1] - As of October 30, 2023, the stock saw a net outflow of 15.53 million CNY in principal funds, with significant selling pressure compared to buying [1] - The company has appeared on the trading leaderboard three times this year, with the most recent net buying amounting to 53.29 million CNY on January 23 [1] Group 2 - Jinzhitech, established on November 10, 1995, and listed on December 8, 2006, specializes in automation, information technology, and intelligent technology applications in smart energy and smart city sectors [2] - The company's revenue composition includes: 25.55% from distribution automation devices and systems, 21.09% from power plant electrical automation devices and systems, and 20.09% from substation comprehensive automation devices and systems [2] - As of October 20, 2023, the number of shareholders decreased by 1.70% to 43,500, while the average circulating shares per person increased by 1.73% to 9,107 shares [2] Group 3 - Jinzhitech has distributed a total of 452 million CNY in dividends since its A-share listing, with 66.10 million CNY distributed over the past three years [3]

Group 1 - Company Jinzhitech (SZ 002090) reported Q3 performance with revenue of approximately 1.012 billion yuan for the first three quarters of 2025, a year-on-year decrease of 5.35% [1] - The net profit attributable to shareholders was approximately 46.46 million yuan, reflecting a year-on-year increase of 27.09% [1] - Basic earnings per share were 0.116 yuan, which is a year-on-year increase of 27.05% [1] Group 2 - As of the report, Jinzhitech's market capitalization stands at 4.7 billion yuan [2]

证券代码：002090 证券简称：金智科技 公告编号：2025-039 江苏金智科技股份有限公司 关于控股股东股份质押的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 一、股东股份质押基本情况 近日，公司接到控股股东南京智迪汇盈科技合伙企业（有限合伙）(以下简称 "南京智迪")通知，获悉其所持有本公司的股份被质押，具体事项如下： | 股东名称 | 是否为控 股股东或 第一大股 东及其一 | 本次质押股 份数量 （万股） | 占其所 持股份 比例 | 占公司 总股本 比例 | 是否 为限 售股 | 是否 为补 充质 | 质押 起始日 | 质押 到期日 | 质权人 | 质押 用途 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 致行动人 | | | | | 押 | 年 2025 10 | 年 2035 9 | 中国工 商银行 股份有 限公司 | 并购 借款 | | 南京智迪 | 是 | 3,637.2398 | 100% | 9.08% | 否 | 否 | 月 2 ...