人民财讯9月10日电，据科陆电子（002121）消息，9月8日至11日，北美最大新能源行业展会美国光伏 储能展(RE+)在拉斯维加斯举行。科陆电子发布新一代Aqua-C3.0Pro液冷储能系统，并携多款储能系统 集成产品与全生命周期多场景解决方案亮相展会。 ...

截至6月30日，科陆电子股东户数6.99万，较上期减少8.55%；人均流通股20013股，较上期增加9.35%。 2025年1月-6月，科陆电子实现营业收入25.73亿元，同比增长34.66%；归母净利润1.90亿元，同比增长 579.14%。 分红方面，科陆电子A股上市后累计派现2.18亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年6月30日，科陆电子十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股2256.63万股，相比上期增加798.80万股。 资金流向方面，主力资金净流出4396.05万元，特大单买入3718.51万元，占比5.89%，卖出5599.15万 元，占比8.87%；大单买入1.37亿元，占比21.68%，卖出1.62亿元，占比25.66%。 科陆电子今年以来股价涨80.00%，近5个交易日涨19.00%，近20日涨11.06%，近60日涨63.13%。 今年以来科陆电子已经1次登上龙虎榜，最近一次登上龙虎榜为7月10日。 资料显示，深圳市科陆电子科技股份有限公司位于广东省深圳市南山区高新技术产业园北区宝深路科陆 大厦，成立日期1996年8月12日，上市日期2 ...

Core Viewpoint - The energy storage sector in the A-share market is experiencing strong performance, with several stocks showing significant gains, indicating a potential investment opportunity in this rapidly growing industry [1] Industry Summary - Energy storage is identified as one of the fastest-growing and most cost-effective sectors within the new energy industry, despite recent average market performance [1] - The market's expectations are tempered by concerns over the sustainability of rapid project releases in regions like the Middle East and a slowdown in global photovoltaic installation growth, which may impact energy storage growth [1] - However, the sector is expected to establish its own growth trajectory, with independent storage solutions emerging, suggesting that energy storage will exceed expectations [1] Company Summary - Notable stock performances include: - Haibo Sichuang: +12.76%, market cap of 31.8 billion, YTD gain of 825.38% [2] - Huayu New Energy: +6.54%, market cap of 12.4 billion, YTD gain of 32.07% [2] - Kelu Electronics: +4.90%, market cap of 12.8 billion, YTD gain of 77.01% [2] - Nandu Power: +4.88%, market cap of 16.2 billion, YTD gain of 11.83% [2] - Pioneering Technology: +4.75%, market cap of 15.3 billion, YTD gain of 56.82% [2] - Wanli Co.: +4.04%, market cap of 1.735 billion, YTD gain of 39.75% [2] - Camel Group: +3.78%, market cap of 12.2 billion, YTD gain of 30.11% [2] - Shengyang Group: +3.40%, market cap of 7.035 billion, YTD gain of 83.30% [2]

MACD金叉信号形成，这些股涨势不错！ 格隆汇9月5日｜A股市场储能概念股走强，其中，海博思创涨超12%，华宝新能涨超6%，科陆电子、南 都电源、派能科技、万里股份涨超4%，骆驼股份、圣阳股份涨超3%。 | 代码 | 名称 | | 涨幅%↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688411 | 海博思创 | + | 12.76 | 318亿 | 825.38 | | 301327 | 华宇新能 | 家 | 6.54 | 124亿 | 32.07 | | 002121 | 科陆电子 | 1 | 4.90 | 128亿 | 77.01 | | 300068 | 南都电源 | 章 | 4.88 | 162亿 | 11.83 | | 688063 | 派能科技 | + | 4.75 | 153亿 | 56.82 | | 600847 | 万里股份 | | 4.04 | 17.35亿 | 39.75 | | 601311 | 骆驼股份 | 1 | 3.78 | 122亿 | 30.11 | | 002580 | 圣阳股份 | | 3.40 ...

Market Overview - The net outflow of main funds in the power equipment sector was 299 million yuan, while retail investors saw a net inflow of 359 million yuan [2][3] - The Shanghai Composite Index closed at 3765.88, down 1.25%, and the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Stock Performance - Jinlongyu (002882) led the gains with a closing price of 37.16, up 10.01% with a trading volume of 623,100 shares [1] - Kelun Electronics (002121) followed with a closing price of 7.34, up 8.26% and a trading volume of 2,225,100 shares [1] - The worst performer was Songsheng Co. (301002), which closed at 27.97, down 9.10% with a trading volume of 108,100 shares [2] Fund Flow Analysis - Jinlongyu had a main fund net inflow of 4.35 billion yuan, while retail investors had a net outflow of 1.76 billion yuan [3] - Kelun Electronics experienced a main fund net inflow of 1.82 billion yuan, with retail investors seeing a net outflow of 1.78 billion yuan [3] - The overall trend indicates that while institutional investors were pulling out, retail investors were actively buying into certain stocks [2][3]

Market Overview - A-shares experienced a collective pullback on September 4, with the Shanghai Composite Index down 1.97% to 3738.32 points, Shenzhen Component Index down 2.37%, ChiNext Index down 3.2%, and the Sci-Tech Innovation 50 Index down 5.38% [1] - The North Exchange 50 Index rose 0.58% against the trend [2] - The micro-cap stock index increased by 1.32% [3] - The total trading volume in the Shanghai and Shenzhen markets reached 1.59 trillion yuan, an increase of 142.7 billion yuan compared to the previous trading day [4] - A total of 2629 stocks rose, 32 stocks hit the daily limit, and 2606 stocks fell [5] New Energy Sector - The new energy sector saw a significant surge, with multiple new energy ETFs performing well and several stocks hitting the daily limit [6] - The power battery index, energy storage index, and lithium battery index rose by 2.65%, 2.32%, and 1.43% respectively [6] - Yiwei Lithium Energy (300014) surged by 6.17% to 67.96 yuan per share, with a market capitalization of 139 billion yuan [6] - Notable performers included Tianhong Lithium Battery, which hit the daily limit, and other companies like Tongrun Equipment and Tianji Technology, which also saw substantial gains [7][8] - Data from the Passenger Car Association indicated that 1.079 million new energy passenger vehicles were sold in August, a year-on-year increase of 5% and a month-on-month increase of 9%, with a penetration rate of 55.3% [9] CPO Concept Stocks - CPO concept stocks, including optical modules and optical chips, experienced a significant decline after a previous surge [11] - The CPO concept sector fell by 10% on September 4, following a 7.04% increase on September 1 [12] - Major stocks like Xinyi Technology, Zhongji Xuchuang, and Tianfu Communication led the decline, each dropping over 11% [13] - The FTSE Russell announced changes to the FTSE China 50 Index and FTSE China A50 Index, including the addition of companies like BeiGene and Xinyi Technology [14] Consumer Sector - The consumer sector showed activity, with the restaurant and tourism sector rising by 2.85% and the retail sector increasing by nearly 2% [15] - Companies such as Lingnan Holdings and Changbai Mountain saw significant gains, with some hitting the daily limit [15] - The Ministry of Culture and Tourism projected that domestic tourism will reach 1.43 billion trips by 2025, recovering to 112% of 2019 levels [15] - A report from Caitong Securities indicated that the restaurant industry is in a recovery phase, with government policies expected to stimulate consumption, particularly in wedding and group dining scenarios [15]

人民财讯9月4日电，企查查APP显示，近日，大竹鑫能综储科技有限公司、达州通川新能综储科技有限 公司成立，法定代表人均为张啸，注册资本均为2000万元，经营范围均包含：储能技术服务；合同能源 管理；节能管理服务；工程管理服务；蓄电池租赁等。企查查股权穿透显示，两公司均由科陆电子 （002121）间接全资持股。 ...

Core Viewpoint - Kelu Electronics (SZ002121) experienced a significant stock price increase, reaching a limit up of 7.24 yuan, with a rise of 7.82% and a total market capitalization of 12.141 billion yuan, driven by improved performance and growth in its energy storage business [1][2]. Group 1: Company Performance - In the first half of 2025, Kelu Electronics reported a net profit of 214 million yuan, marking a turnaround from losses, with revenue growth of 34.66% [2]. - The energy storage business emerged as a key growth driver, generating revenue of 1.282 billion yuan, a year-on-year increase of 177.15% [2]. - The overseas market also showed significant growth, with revenue of 1.281 billion yuan, up 126.84% year-on-year, and the establishment of three new overseas subsidiaries [2]. Group 2: Market Trends and Support - The current market shows heightened interest in energy storage concepts, driven by the increasing demand for renewable energy solutions [2]. - Kelu Electronics focuses on smart grids and new electrochemical energy storage, aligning with market trends and possessing core products like PCS and operational systems [2]. - Midea Group holds a 22.79% stake in Kelu Electronics, providing collaborative support in supply chain and distribution channels [2]. Group 3: Technical Analysis - Technical indicators such as MACD and BOLL are being monitored for potential bullish signals, which could attract more investors and further drive stock price increases [2].

证券之星消息，9月3日电网设备板块较上一交易日下跌0.71%，雅达股份领跌。当日上证指数报收于 3813.56，下跌1.16%。深证成指报收于12472.0，下跌0.65%。电网设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 601877 | 正泰电器 | 28.20 | 3.94% | 49.64万 | | 13.83亿 | | 301012 | 扬电科技 | 21.46 | 3.37% | 10.71万 | | 2.29亿 | | 002121 | 科陆电子 | 6.78 | 3.04% | 78.39万 | | 5.30亿 | | 002028 | 思源电气 | 93.50 | 2.92% | 7.21万 | | 6.72亿 | | 002706 | 良信股份 | 11.15 | 2.76% | 48.60万 | | 5.38亿 | | 688226 | 威腾电气 | 41.05 | 2.50% | 9.00万 | | 3.72亿 | | 6036 ...

Company Overview - Kelu Electronics, established on August 12, 1996, and listed on March 6, 2007, is located in Nanshan District, Shenzhen, Guangdong Province. The company specializes in the research, production, and sales of electrical instruments, power automation products, and renewable energy and energy-saving products [1][2]. Financial Performance - For the first half of 2025, Kelu Electronics achieved a revenue of 2.573 billion yuan, representing a year-on-year growth of 34.66%. The net profit attributable to the parent company was 190 million yuan, showing a significant increase of 579.14% [2]. - The company has cumulatively distributed 218 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3]. Stock Performance - As of September 3, Kelu Electronics' stock price increased by 2.43% to 6.74 yuan per share, with a trading volume of 163 million yuan and a turnover rate of 1.76%. The total market capitalization is 11.194 billion yuan [1]. - Year-to-date, the stock price has risen by 54.94%, with a recent decline of 3.44% over the last five trading days, a 1.05% increase over the last 20 days, and a 35.89% increase over the last 60 days [1]. Shareholder Information - As of June 30, the number of shareholders for Kelu Electronics was 69,900, a decrease of 8.55% from the previous period. The average circulating shares per person increased by 9.35% to 20,013 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 22.5663 million shares, an increase of 7.988 million shares compared to the previous period [3]. Business Segmentation - The main business revenue composition of Kelu Electronics includes energy storage (49.83%), smart grid (48.74%), property management (0.91%), comprehensive energy management and services (0.43%), and other supplementary services (0.10%) [1].