声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 国家知识产权局信息显示，漳州科华电气技术有限公司、科华数据股份有限公司取得一项名为"双向轨 交牵引系统及其短路控制方法"的专利，授权公告号CN120680942B，申请日期为2025年8月。 天眼查资料显示，漳州科华电气技术有限公司，成立于2021年，位于漳州市，是一家以从事研究和试验 发展为主的企业。企业注册资本11049万人民币。通过天眼查大数据分析，漳州科华电气技术有限公司 参与招投标项目11次，专利信息387条，此外企业还拥有行政许可5个。 科华数据股份有限公司，成立于1999年，位于厦门市，是一家以从事电气机械和器材制造业为主的企 业。企业注册资本51541.4041万人民币。通过天眼查大数据分析，科华数据股份有限公司共对外投资了 47家企业，参与招投标项目3868次，财产线索方面有商标信息130条，专利信息1400条，此外企业还拥 有行政许可36个。 来源：市场资讯 ...

Investment Rating - The report maintains a "Recommended" investment rating for the power equipment sector [6][17]. Core Viewpoints - The domestic data center industry is entering a new cycle of expansion and upgrades, with direct current (DC) power supply equipment expected to benefit first. The market size of China's data center industry is projected to exceed 318 billion yuan in 2025, representing a year-on-year growth of approximately 14.7%. By 2030, it may reach 1.2 trillion yuan, with a compound annual growth rate (CAGR) of about 25%-28% [5][15]. - The load scale of data centers is expected to be around 7.05 GW in 2025, increasing to 9.37 GW by 2030, with a CAGR of approximately 5.85%. The demand for AI computing power is driving significant capital expenditure from leading internet companies, with ByteDance planning to invest about 160 billion yuan in AI infrastructure in 2026, and Alibaba expecting to invest over 380 billion yuan in cloud and AI hardware from 2025 to 2027 [5][15]. - The industry is experiencing an unexpected expansion, with infrastructure technology upgrades creating investment opportunities in IDC-compatible DC power supply equipment [5][15]. Summary by Sections Investment Viewpoints - The report suggests focusing on the IDC sector, recommending companies such as Kehua Data and Jinpan Technology, as well as Sifang Co. and Liangxin Co. for their potential in the HVDC/SST industry. It also highlights the importance of high-voltage circuit breakers and suggests monitoring companies like Zhongheng Electric, Magmeter, and Oulu Tong in the power supply sector [6][16]. Key Companies and Profit Forecasts - The report includes profit forecasts for several companies, with notable mentions: - Kehua Data (002335.SZ): EPS forecast of 1.86 yuan for 2026, currently unrated [18]. - Liangxin Co. (002706.SZ): Rated "Buy" with an EPS forecast of 0.44 yuan for 2026 [19]. - Magmeter (002851.SZ): Rated "Buy" with an EPS forecast of 2.07 yuan for 2026 [19]. - Sunshine Power (300274.SZ): Rated "Buy" with an EPS forecast of 7.74 yuan for 2026 [19]. - Jinpan Technology (688676.SH): Rated "Buy" with an EPS forecast of 2.20 yuan for 2026 [19]. Market Performance - The power equipment sector saw a 5.02% increase last week, ranking 12th among 28 sub-industries, outperforming the Shanghai Composite Index by 1.21 percentage points [46].

企查查APP显示，近日，科华数能（宁夏）科技有限公司成立，法定代表人为田满成，注册资本为1000 万元，经营范围包含光伏设备及元器件制造；风力发电技术服务；太阳能发电技术服务；发电技术服 务；电池制造等。企查查股权穿透显示，该公司由科华数据旗下厦门科华数能科技有限公司全资持股。 ...

证券日报网讯1月7日，科华数据（002335）在互动平台回答投资者提问时表示，公司始终坚持创新发展 战略，持续深耕电力电子技术领域，在"智算中心""智慧电能""清洁能源"三大领域持续融合创新，积极 开拓市场。公司始终致力于提升经营效益，将努力以更优异的经营成果回报投资者，也欢迎致电投资者 电话沟通交流。 ...

从资金流向上来看，当日其他电源设备板块主力资金净流入11.57亿元，游资资金净流出1.84亿元，散户 资金净流出9.72亿元。其他电源设备板块个股资金流向见下表： 证券之星消息，1月7日其他电源设备板块较上一交易日上涨3.0%，英杰电气领涨。当日上证指数报收于 4085.77，上涨0.05%。深证成指报收于14030.56，上涨0.06%。其他电源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) | | | --- | --- | --- | --- | --- | --- | --- | | 300820 | 英杰电气 | 54.02 | 9.07% | 11.28万 | | 5.90亿 | | 002851 | 麦格米特 | 99.58 | 7.92% | 30.53万 | | 29.91亿 | | 300593 | 新富能 | 32.89 | 5.89% | 64.15万 | | 20.38亿 | | 002364 | 中恒电气 | 29.10 | 5.82% | 77.51万 | | 22.15亿 | | 002335 | 科华数据 | 61.2 ...

Core Viewpoint - KWH Data's stock price has shown a positive trend recently, with a notable increase in revenue and net profit year-on-year, indicating strong financial performance and investor interest [1][2]. Group 1: Stock Performance - On January 7, KWH Data's stock rose by 2.03%, reaching 59.44 CNY per share, with a trading volume of 5.09 billion CNY and a turnover rate of 1.91%, resulting in a total market capitalization of 306.36 billion CNY [1]. - Year-to-date, KWH Data's stock price has increased by 7.04%, with a 7.16% rise over the last five trading days and a 5.56% increase over the last 20 days, although it has decreased by 10.51% over the past 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, KWH Data reported a revenue of 5.706 billion CNY, reflecting a year-on-year growth of 5.79%, while the net profit attributable to shareholders was 344 million CNY, marking a significant increase of 44.71% [2]. - Cumulatively, since its A-share listing, KWH Data has distributed a total of 1.385 billion CNY in dividends, with 130 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of December 31, KWH Data had 107,000 shareholders, an increase of 2.88% from the previous period, with an average of 4,249 circulating shares per shareholder, down by 2.80% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the second-largest, holding 20.0319 million shares, an increase of 13.3589 million shares from the previous period [3].

证券代码：002335 证券简称：科华数据 公告编号：2026-001 科华数据股份有限公司 关于独立董事取得独立董事培训证明的公告 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，并对公告中的虚 假记载、误导性陈述或重大遗漏承担责任。 特此公告。 科华数据股份有限公司 董 事 会 2026 年 1 月 7 日 1 科华数据股份有限公司（以下简称"公司"）于 2025 年 11 月 28 日召开公 司 2025 年第一次临时股东大会，审议通过了《关于董事会换届选举独立董事的议 案》，同意选举肖虹女士、杨光松先生、史欣媛女士为公司第十届董事会独立董事， 任期为三年，自公司 2025 年第一次临时股东大会决议通过之日起算。 截至公司 2025 年第一次临时股东大会通知发出之日，杨光松先生尚未取得独 立董事培训证明。根据深圳证券交易所的相关规定，杨光松先生已书面承诺参加最 近一期独立董事培训并取得深圳证券交易所认可的独立董事培训证明。 近日，公司董事会收到杨光松先生的通知，获悉其已按照相关规定参加了深圳 证券交易所举办的上市公司独立董事培训，并取得了由深圳证券交易所创业企业培 训中心颁发的《上市公司独立董事培 ...

国家知识产权局信息显示，科华数据股份有限公司取得一项名为"设备自组网配置方法、电子设备及设 备自组网系统"的专利，授权公告号CN117459379B，申请日期为2023年11月。 天眼查资料显示，科华数据股份有限公司，成立于1999年，位于厦门市，是一家以从事电气机械和器材 制造业为主的企业。企业注册资本51541.4041万人民币。通过天眼查大数据分析，科华数据股份有限公 司共对外投资了47家企业，参与招投标项目3857次，财产线索方面有商标信息130条，专利信息1404 条，此外企业还拥有行政许可36个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 厦门科灿信息技术有限公司，成立于2008年，位于厦门市，是一家以从事软件和信息技术服务业为主的 企业。企业注册资本200万人民币。通过天眼查大数据分析，厦门科灿信息技术有限公司参与招投标项 目3次，专利信息148条，此外企业还拥有行政许可6个。 ...

天眼查资料显示，漳州科华电气技术有限公司，成立于2021年，位于漳州市，是一家以从事研究和试验 发展为主的企业。企业注册资本11049万人民币。通过天眼查大数据分析，漳州科华电气技术有限公司 参与招投标项目11次，专利信息389条，此外企业还拥有行政许可5个。 国家知识产权局信息显示，漳州科华电气技术有限公司、科华数据股份有限公司取得一项名为"一种放 电均衡控制方法和电池系统"的专利，授权公告号CN116865382B，申请日期为2023年6月。 科华数据股份有限公司，成立于1999年，位于厦门市，是一家以从事电气机械和器材制造业为主的企 业。企业注册资本51541.4041万人民币。通过天眼查大数据分析，科华数据股份有限公司共对外投资了 47家企业，参与招投标项目3856次，财产线索方面有商标信息130条，专利信息1404条，此外企业还拥 有行政许可36个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 ...

Group 1 - Keda Data Co., Ltd. has obtained a patent for a "soft start method, device, and rectifier circuit compatible with single three-phase" with authorization announcement number CN120511966B, applied on July 2025 [1] - Keda Data Co., Ltd. was established in 1999 and is located in Xiamen, primarily engaged in the manufacturing of electrical machinery and equipment, with a registered capital of 515.414041 million RMB [1] - The company has invested in 47 enterprises, participated in 3,856 bidding projects, holds 130 trademark information, and has 1,404 patent information, along with 36 administrative licenses [1] Group 2 - Xiamen Metro Construction Co., Ltd. was established in 2023, located in Xiamen, primarily engaged in civil engineering and construction, with a registered capital of 100 million RMB [1] - The company has invested in 1 enterprise, participated in 106 bidding projects, and holds 13 patent information [1]