南都讯 过去，专项资金缺少统一平台，企业要花费大量时间在多个平台查询信息、申请补贴、报送资 料，无形中增大了经营负担。如何打破"信息孤岛"，提升资金申报质效，已成为各方关切。 近期，深圳专项资金统一管理平台（又名"深圳财企通"）在市区两级全面上线，市区共121家主管部门 在"统一平台、统一标准、统一规范"下发布和受理专项资金业务，实现了政策事项"一窗汇聚"，资金申 报、审核、拨付"一网通办"，打通了惠企助企的"快车道"。截至7月20日，统一平台累计发布政策事项 977条，累计访问量达到121.8万次。 高效拨付，让企业"少填少报、快申快享" "有了平台之后，简化的流程和一站式操作，减少了我们在多个系统或线下点之间切换的麻烦，申报过 程更流畅、集中了。"中兴通讯股份有限公司相关负责人王女士说，"只需要一个申报账户即可完成相关 操作，使得账号管理简单，无需记忆或管理多个不同系统的登录信息。企业只需在一个地方就能完成所 有必要操作，不易遗漏步骤，从而更顺利地完成业务办理。平台的表格字段说明、必填项提醒等细节设 计到位，也减少了我们在填报过程中的困惑。" 深圳市科陆电子科技股份有限公司相关负责人曾先生也表示，统一平台 ...

Investment Rating - The report suggests a positive investment outlook for the SST (Solid State Transformer) solution, highlighting its comprehensive advantages in the data center sector [4][70]. Core Insights - The global AI market is projected to grow from 1,187.9 billion RMB in 2023 to 11,455.4 billion RMB by 2030, with a CAGR exceeding 35% [5][14]. - The SST solution is particularly suitable for microgrid DC power scenarios, enabling direct conversion from grid power to 800V DC supply, addressing various challenges in data center power supply [5][47]. - The report emphasizes the importance of high-frequency transformers and power electronic devices in the SST solution, recommending key companies in these sectors for investment [5][70]. Summary by Sections 1. Industry Status and Challenges - The demand for full DC systems is increasing due to the rising proportion of DC devices in data centers, necessitating a compatible full DC power supply architecture [21]. - Traditional 54V power supply systems are reaching their limits, prompting the need for higher voltage levels, such as the 800V HVDC architecture proposed by leading companies [28]. - The area occupied by power distribution systems is increasing as power density in data centers rises, with projections indicating that power distribution systems may occupy equal space to IT equipment in high-density setups [30] [31]. 2. Advantages of SST Solution - The SST solution offers modularity and high efficiency, with the ability to directly convert high voltage AC to low voltage DC, significantly reducing space requirements and improving energy efficiency [44][63]. - SST technology utilizes advanced semiconductor devices and high-frequency transformers, allowing for active control of power quality and rapid fault detection [55][57]. - The SST solution has already been implemented in benchmark data center projects, demonstrating its potential for widespread adoption in the industry [65]. 3. Investment Recommendations - The report recommends focusing on companies involved in high-frequency transformers, power electronic devices, and advanced magnetic materials, as they are expected to benefit from the growth of the SST market [70].

证券之星消息，根据天眼查APP数据显示科陆电子（002121）新获得一项发明专利授权，专利名为"控制导引测试装置及交流充电桩检定系统"，专利申请号为CN202210924765.9，授权日为2 专利摘要：本发明公开了一种控制导引测试装置及交流充电桩检定系统，所述控制导引测试装置包括控制器、负载模块以及第一检测电路，第一检测电路用于对充电桩接口发送的连接确认信号C 今年以来科陆电子新获得专利授权68个，较去年同期增加了30.77%。结合公司2024年年报财务数据，2024年公司在研发方面投入了3.77亿元，同比增42.46%。 通过天眼查大数据分析，深圳市科陆电子科技股份有限公司共对外投资了66家企业，参与招投标项目2447次；财产线索方面有商标信息54条，专利信息1544条，著作权信息226条；此外企业还 数据来源：天眼查APP 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

Transaction Overview - Shenzhen Kelu Electronics Technology Co., Ltd. has approved the transfer of 100% equity of its wholly-owned subsidiary, Nanchang Kelu Smart Grid Technology Co., Ltd., for a price of RMB 125 million to Nanchang Kangxintai Trading Co., Ltd. [1] Progress of the Transaction - A supplementary agreement (Supplementary Agreement II) has been signed among the parties involved regarding the equity transfer agreement and its first supplementary agreement [2] - The second payment of RMB 37.5 million will be made by Kangxintai within fifteen working days after the completion of certain conditions outlined in the equity transfer agreement [2] - The remaining payment of RMB 62.5 million is to be made within fifteen days after the second payment, contingent upon the resolution of certain guarantees and transitional operational conditions [2][3] Legal Validity - Supplementary Agreement II is considered an integral part of the equity transfer agreement and holds equal legal effect [3][4] - In case of any inconsistencies between Supplementary Agreement II and the original equity transfer agreement, the terms of Supplementary Agreement II will prevail [4]

证券代码：002121 证券简称：科陆电子 公告编号：2025041 深圳市科陆电子科技股份有限公司 关于转让全资子公司南昌市科陆智能电网科技有限公司 100%股权的进展公告 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。 甲方：南昌康鑫泰商贸有限公司 一、交易概述 深圳市科陆电子科技股份有限公司（以下简称"公司"）第九届董事会第十 五次会议审议通过了《关于转让全资子公司南昌市科陆智能电网科技有限公司 100%股权的议案》，同意公司将持有的南昌市科陆智能电网科技有限公司（以下 简称"南昌科陆"）100%股权以人民币12,500万元的价格转让给南昌康鑫泰商贸 有限公司（以下简称"康鑫泰"），具体内容详见2025年3月22日在《证券时报》、 《中国证券报》、《证券日报》、《上海证券报》及巨潮资讯网（www.cninfo.com.cn） 上刊登的《关于转让全资子公司南昌市科陆智能电网科技有限公司100%股权的 公告》（公告编号：2025021）。 2025年3月22日，康鑫泰、公司、南昌科陆三方签订了《关于南昌市科陆智 能电网科技有限公司的股权转让协议》（以下简称" ...

长江商报记者注意到，2018年开始，公司的盈利能力持续恶化，2023年美的集团入主也未能改变其亏损 的局面，2023年和2024年，公司的归母净利润分别亏损5.29亿元、4.64亿元。 以2024年来看，对于亏损，科陆电子称，公司计提光明智慧能源产业园折旧摊销费用约0.7亿元，同时 受储能研发投入加大，对应薪酬费用增加等因素影响，管理费用、研发费用同比增加。汇率变化也是亏 损的主要原因。另外，2024年，科陆电子还对应收款项、固定资产、无形资产等资产进行全面清查和减 值测试，计提相应的信用减值损失及资产减值损失约3.4亿元。 计提减值和折旧摊销费用后，科陆电子在2025年轻装前行，业绩好转。2025年一季度，公司营业收入同 比增长16.2%至12.14亿元，归母净利润同比增长857.45%至6745.09万元。 长江商报消息 ●长江商报记者 潘瑞冬 海外储能订单驱动业绩爆发，科陆电子（002121.SZ）实现扭亏。 7月14日晚间，科陆电子发布2025年半年度业绩预告，预计2025年上半年归母净利润为1.75亿元—2.25亿 元，扭亏为盈，上年同期公司亏损3967.11万元。 对于业绩增长，公司称，随着海外储 ...

Market Overview - The Shanghai Composite Index fell by 0.42% on July 15, with six industries experiencing gains, led by the communication and computer sectors, which rose by 4.61% and 1.42% respectively. The coal and agriculture sectors saw the largest declines, down by 1.92% and 1.62% respectively [1] Capital Flow Analysis - The main capital flow showed a net outflow of 41.186 billion yuan across the two markets, with only three industries seeing net inflows: communication (2.151 billion yuan), computer (1.839 billion yuan), and a minor inflow in the comprehensive sector (178.56 million yuan) [1] - The electric equipment industry experienced the largest net outflow, totaling 5.055 billion yuan, followed by the non-ferrous metals industry with a net outflow of 4.508 billion yuan. Other sectors with significant outflows included basic chemicals, pharmaceuticals, and defense [1] Electric Equipment Industry Performance - The electric equipment industry declined by 0.74% with a total of 358 stocks, of which 68 rose and 288 fell. One stock hit the daily limit up while another hit the limit down [2] - Within the electric equipment sector, 75 stocks saw net inflows, with six stocks receiving over 100 million yuan in inflows. The top inflow was for Kehua Data, which attracted 394 million yuan, followed by Hengdian East Magnetic and Kotec Power with inflows of 278 million yuan and 236 million yuan respectively [2] - The outflow list for the electric equipment sector included six stocks with outflows exceeding 100 million yuan, led by Sunshine Power and CATL, both with outflows of 346 million yuan, followed by Kelu Electronics with an outflow of 266 million yuan [2][4] Top Gainers in Electric Equipment - The top gainers in the electric equipment sector included: - Kehua Data: +6.95% with a turnover rate of 14.34% and a main capital flow of 393.85 million yuan - Hengdian East Magnetic: +7.69% with a turnover rate of 10.82% and a main capital flow of 277.98 million yuan - Kotec Power: +6.28% with a turnover rate of 17.48% and a main capital flow of 236.49 million yuan [2] Top Losers in Electric Equipment - The top losers in the electric equipment sector included: - Sunshine Power: -0.61% with a turnover rate of 2.88% and a main capital flow of -346.33 million yuan - CATL: -0.28% with a turnover rate of 0.43% and a main capital flow of -345.96 million yuan - Kelu Electronics: -1.67% with a turnover rate of 22.73% and a main capital flow of -265.52 million yuan [4]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002121 证券简称：科陆电子 公告编号：2025040 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、本期业绩预计情况 1、业绩预告期间：2025年1月1日—2025年6月30日 2、业绩预告情况： √扭亏为盈 □同向上升 □同向下降 二、与会计师事务所沟通情况 本次业绩预告是公司财务部门的初步估算，未经会计师事务所审计。 三、业绩变动原因说明 公司业绩变动主要原因如下： 四、其他相关说明 1、报告期内，随着海外储能订单陆续交付，营业收入同比增长。 2、2024年上半年因埃及镑汇率大幅下跌产生汇兑损失人民币10,364.02万元，本报告期埃及镑汇率相对 平稳，财务费用同比减少。 3、本报告期公司经营业绩扭亏为盈，所得税费用同比增加。 董事会 二○二五年七月十四日 1、本次业绩预告是公司财务部门的初步估算，具体财务数据以公司披露的2025年半年度报告数据为 准。 2、公司指定的信息披露媒体为《中国证券报》、《上海证券报》、《证券时报》、《证券日报》及巨 潮资讯网（www.cninfo.com. ...

Group 1: Market Overview - On July 14, the main funds in the Shanghai and Shenzhen markets experienced a net outflow of 26.576 billion yuan, with the ChiNext board seeing a net outflow of 12.112 billion yuan and the CSI 300 index stocks a net outflow of 6.366 billion yuan [1] - Among the 21 industries tracked, mechanical equipment, public utilities, and home appliances saw the largest gains, each rising over 1%, while real estate, media, and non-bank financial sectors fell more than 1% [1] - Four industries received net inflows from main funds, with mechanical equipment leading at 394 million yuan, followed by home appliances at 117 million yuan, and coal and petrochemical sectors each exceeding 37 million yuan [1] Group 2: Individual Stock Performance - Among individual stocks, 37 saw net inflows exceeding 100 million yuan, with six stocks surpassing 200 million yuan in inflows [2] - Zhongji Xuchuang, a leader in optical modules, topped the inflow list with 497 million yuan, benefiting from increased demand for ASIC servers driven by growth in ARR for AWS's Anthropic and Google's Gemini [2] - Notable stocks such as Xiangyang Bearing, Brother Technology, and Kelu Electronics also saw significant inflows, with Kelu Electronics reaching a net inflow of 314 million yuan, the highest since June 23, 2016 [2] Group 3: Notable Outflows - Over 90 stocks experienced net outflows exceeding 100 million yuan, with 21 stocks seeing outflows over 300 million yuan [3] - Leading the outflows were BYD and Northern Rare Earth, each with net outflows exceeding 1.1 billion yuan, with Northern Rare Earth's outflow reaching 1.105 billion yuan, marking a new high since November 4, 2024 [3][4] Group 4: Tail-End Market Activity - At the market close, there was a net outflow of 1.483 billion yuan, with the ChiNext board seeing an outflow of 806 million yuan [6] - Notably, the digital currency concept stock Chutianlong saw a significant reversal, with a net inflow of 204 million yuan, despite a projected loss of 35 to 40 million yuan for the upcoming half-year [7] - Other stocks with notable tail-end inflows included Tianyang Technology and Hanyu Pharmaceutical, each exceeding 40 million yuan [8]

证券代码：002121 证券简称：科陆电子 公告编号：2025040 深圳市科陆电子科技股份有限公司 2025 年半年度业绩预告 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、本期业绩预计情况 | 项 目 | 本报告期 | | 上年同期 | | | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | 盈利：17,500.00 万元–22,500.00 | 万元 | 亏损：3,967.11 | 万元 | | | 比上年同期增长：541.13% –667.16% | | | | | 扣除非经常性损 | 盈利：13,000.00 万元–16,500.00 | 万元 | 亏损：10,790.24 | 万元 | | 益后的净利润 | 比上年同期增长：220.48% –252.92% | | | | | 基本每股收益 | 盈利：0.1054 元/股–0.1355 | 元/股 | 亏损：0.0239 | 元/股 | | 营业收入 | 250,000.00 万元–260,000.00 | 万元 | 191,108.18 | ...