ATC(002227)
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奥特迅:公司与大连融科已建立合作,新疆吉木萨尔三峡能源光储项目的可靠电源系统就是公司进行供货
Mei Ri Jing Ji Xin Wen· 2026-01-15 04:03
Group 1 - The company has established a partnership with Dalian Rongke [1] - The reliable power supply system for the Xinjiang Jimusaer Three Gorges Energy solar-storage project is supplied by the company [1] - This collaboration enhances the stable operation of large-scale solar-storage projects [1]
算力吞噬电力北美电网告急!马斯克重磅发声瓦特即货币,激活电网设备投资逻辑
Xin Lang Cai Jing· 2026-01-13 11:27
Group 1 - Guodian NARI (600406) is a state-owned enterprise based in Nanjing, recognized as a benchmark for scientific reform among central enterprises, with a strong research and development system and significant achievements in grid technology [1] - The company has a market share of over 75% in dispatch automation systems and over 50% in UHV converter valves, with its products addressing grid stability issues caused by renewable energy generation [1] - The demand for AI computing power and electricity is driving the construction of new power systems, and the company is expanding its overseas business, exporting products like distribution transformers to multiple countries [1] Group 2 - Suyuan Electric (002028) is a comprehensive supplier of power transmission and distribution based in Shanghai, focusing on UHV and energy storage sectors, and is the largest manufacturer of high-voltage packages and coils in China [2] - The company expects 60% of its overseas revenue in 2024 to come from transformers, with overseas orders growing over 50% and a remarkable 89% growth in the first half of 2025 [2] - The surge in demand for high-voltage transmission and distribution equipment driven by AI computing centers and new energy projects presents significant growth opportunities for the company [2] Group 3 - China XD Electric (601179) is a state-owned enterprise based in Xi'an, specializing in high and ultra-high voltage transformers and power transmission and distribution equipment, capable of producing products across a voltage range of 10kV to 1000kV [3] - The company has a significant market share in UHV projects and has seen an increase in exports to Europe, with its technology reaching international advanced levels [3] - The demand for UHV technology is increasing due to the need for long-distance power transmission, and the company is well-positioned to meet both domestic and international market needs [3] Group 4 - Baobian Electric (600550) is a core supplier of UHV DC transformers based in Baoding, with a strong position in high-end transformers and a market share of 30% in UHV products [4] - The company has unique technologies that reduce material costs and has participated in major projects, exporting to over 40 countries [4] - The urgent demand for high-reliability transformers driven by AI computing centers and new energy power stations positions the company to benefit from both domestic and international projects [4] Group 5 - Jinpan Technology (688676) is a leading global manufacturer of dry-type transformers based in Haikou, focusing on wind and solar energy applications, with 98% of its products supporting renewable energy [5] - The company has a significant order backlog of 2.85 billion yuan for 2025, reflecting a substantial year-on-year growth of 180% [5] - The increasing demand for efficient dry-type transformers from AI computing centers and the proliferation of renewable energy generation presents a strong growth opportunity for the company [5] Group 6 - Mingyang Electric (301291) is a leader in offshore wind power transformers based in Zhongshan, specializing in dry-type transformers and prefabricated substations [6] - The company has developed products that meet the extreme conditions of offshore environments and is expected to achieve significant sales in North America by 2026 [6] - The growing demand for offshore wind power and the urgent need for grid upgrades in North America provide ample order support for the company [6] Group 7 - Teruid (300001) is a pioneer in outdoor box-type power equipment based in Qingdao, recognized as a champion enterprise in manufacturing [7] - The company has a complete technology system for modular prefabricated substations and has a leading market share in the new energy sector [7] - The demand for modular products from AI computing centers and the need for grid upgrades position the company to capture significant market growth [7] Group 8 - XJ Electric (000400) is a high-tech enterprise based in Xuchang, focusing on UHV and smart grid technologies, with a comprehensive industrial chain covering all aspects of power transmission and distribution [8] - The company has participated in all domestic UHV DC transmission projects and has a strong patent portfolio [8] - The growth in AI computing and electricity demand is accelerating the construction of smart grids, providing competitive advantages for the company [8] Group 9 - Sifang Co., Ltd. (601126) is based in Beijing and has a strong advantage in smart distribution networks, providing a full range of products for self-healing control and primary and secondary integration [9] - The company has implemented its products in over 30 provinces and cities, significantly improving efficiency in power distribution [9] - The demand for reliable power supply from AI computing centers and the ongoing digital transformation of distribution networks present broad development opportunities for the company [9] Group 10 - Samsung Medical (601567) is based in Ningbo and operates in both smart power distribution and medical services, covering a wide range of products in the power equipment sector [10] - The company has established manufacturing bases in multiple locations and has a marketing presence in over 70 countries [10] - The construction of AI computing centers and new energy projects requires substantial power distribution equipment, positioning the company to benefit from global demand growth [10]
奥特迅:截至2025年12月31日收盘股东人数为31360户
Zheng Quan Ri Bao Wang· 2026-01-09 11:13
证券日报网讯1月9日,奥特迅(002227)在互动平台回答投资者提问时表示,截至2025年12月31日收 盘,公司股东人数为31360户。 ...
奥特迅:公司总工程师人员待定
Zheng Quan Ri Bao Wang· 2026-01-09 11:13
证券日报网讯1月9日,奥特迅(002227)在互动平台回答投资者提问时表示,公司总工程师人员待定, 王凤仁博士在公司工作一切正常。 ...
奥特迅(002227.SZ):尚未有SST产品
Ge Long Hui· 2026-01-09 07:22
Core Viewpoint - The company, Aotexun (002227.SZ), currently does not have any SST products and will fulfill its information disclosure obligations if there are any related updates [1] Group 1 - The company has stated that it does not possess SST products at this time [1] - The company is committed to adhering to information disclosure requirements regarding any future developments related to SST products [1]
奥 特 迅:公司目前尚未有SST产品
Mei Ri Jing Ji Xin Wen· 2026-01-09 07:19
Group 1 - The company has not yet launched any SST products and will disclose relevant information as required [2]
奥特迅:公司副总裁暨总工程师李志刚离职
Mei Ri Jing Ji Xin Wen· 2026-01-05 09:51
Group 1 - The company Aotuxun announced on January 5 that Mr. Li Zhigang has resigned from his positions as Vice President and Chief Engineer due to personal reasons, and will not hold any position in the company after his resignation [1] - The news highlights the rapid sellout of the limited edition Feitian Moutai priced at 1499 yuan, which quickly sold out on the iMoutai App, leading it to reach the top of the Apple shopping chart [1] - The company reported that 100,000 users have already placed orders for the product, indicating strong consumer demand [1]
奥 特 迅(002227) - 关于公司副总裁暨总工程师离职的公告
2026-01-05 09:45
证券代码:002227 证券简称:奥特迅 公告编号:2026-001 深圳奥特迅电力设备股份有限公司 深圳奥特迅电力设备股份有限公司(以下简称"公司")董事会于近日收到 副总裁、总工程师李志刚先生的辞职申请。李志刚先生由于个人原因申请辞去公 司副总裁及总工程师职务(原定副总裁任期结束之日为 2026 年 12 月 21 日), 辞职后不在公司担任任何职务。根据《公司法》《深圳证券交易所上市公司自律 监管指引第 1 号——主板上市公司规范运作》及《公司章程》的相关规定,李志 刚先生的辞任报告自送达董事会之日起生效。 截至本公告披露日,李志刚先生直接持有公司股份 84,250 股,占公司总股 本的 0.03%,李志刚先生离职后将继续按照《公司法》《深圳证券交易所股票上 市规则》《深圳证券交易所上市公司自律监管指引第 18 号——股东及董事、高 级管理人员减持股份》等相关法律、法规及规范性文件的有关规定锁定管理其所 持股票,并继续遵守其做出的未履行完毕的承诺。 公司已安排相关人员接替李志刚先生所负责的相关工作,并已实现平稳交接、 过渡。李志刚先生离职后不会影响公司现有核心技术及研发项目工作的开展。根 据公司与李志刚 ...
奥 特 迅:华龙一号配套产品已通过鉴定并完成多个项目交付
Sou Hu Cai Jing· 2025-12-30 13:00
Core Viewpoint - The company, Aote Xun, is positioned to benefit from the global demand for nuclear power, particularly through its proprietary technology "Hualong One" and its established presence in international markets, especially under the Belt and Road Initiative [1] Group 1: Company Capabilities - Aote Xun has been qualified as a supplier of 1E level equipment for nuclear power plants since 2008, allowing it to provide power supply equipment to nuclear islands [1] - The company’s products related to the "Hualong One" third-generation nuclear technology were certified in 2015, and it has successfully delivered and accepted multiple project products since then [1] - Aote Xun has received a design and manufacturing license for civil nuclear safety equipment from the National Nuclear Safety Administration, establishing itself as a leading enterprise in the nuclear safety power supply sector [1] Group 2: Market Expansion - The company has exported industrial power supply products to over 20 countries and regions across five continents over the past 30 years, demonstrating its global reach [1] - Aote Xun's products have withstood various challenges, including the 7.7 magnitude earthquake in Turkey, showcasing the quality and reliability of its offerings [1] - The company has successfully completed the delivery of two "Hualong One" units to Pakistan, which are now operational, further solidifying its international market presence [1]
奥特迅:2025年第三次临时股东会决议
Zheng Quan Ri Bao Wang· 2025-12-18 14:13
Group 1 - The core point of the article is that Aotexun (002227) announced the approval of a proposal to change its accounting firm during the third extraordinary general meeting of shareholders in 2025 [1] Group 2 - The announcement was made on the evening of December 18 [1] - The decision reflects the company's ongoing governance and compliance efforts [1] - The change in accounting firm may impact the company's financial reporting and audit processes moving forward [1]