（文章来源：证券日报） 证券日报网讯 1月5日，科华数据在互动平台回答投资者提问时表示，截至2025年12月31日公司股东户 数约为10.7万户。 ...

进一步统计，近3个月内该股累计发生3笔大宗交易，合计成交金额为1927.19万元。该股近5个交易日累 计上涨1.70%，主力资金合计净流出2.11亿元。 1月5日，科华数据收涨3.66%，收盘价为57.56元，发生1笔大宗交易，合计成交量4.2万股，成交金额 209.92万元。 第1笔成交价格为49.98元，成交4.20万股，成交金额209.92万元，溢价率为-13.17%，买方营业部为中信 证券(山东)有限责任公司青岛西海岸新区庐山路证券营业部，卖方营业部为中信证券(山东)有限责任公 司青岛西海岸新区庐山路证券营业部。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 责任编辑：小浪快报 ...

Market Overview - The other power equipment sector increased by 1.72% on January 5, with China Power leading the gains [1] - The Shanghai Composite Index closed at 4023.42, up 1.38%, while the Shenzhen Component Index closed at 13828.63, up 2.24% [1] Stock Performance - China Power (600482) closed at 21.81, up 5.36% with a trading volume of 508,100 shares and a transaction value of 1.095 billion [1] - Other notable performers include: - Euro Continental (300870) at 230.10, up 4.12%, with a transaction value of 1.274 billion [1] - Tonghe Technology (300491) at 26.14, up 4.02%, with a transaction value of 206 million [1] - Keti Data (002335) at 57.56, up 3.66%, with a transaction value of 1.859 billion [1] Capital Flow - The other power equipment sector experienced a net outflow of 435 million from institutional investors, while retail investors saw a net inflow of 383 million [2] - The capital flow for specific stocks includes: - China Power (600482) had a net inflow of 26.41 million from retail investors but a net outflow of 58.67 million from institutional investors [3] - Rongfa Nuclear Power (002366) had a net inflow of 55.70 million from institutional investors but a net outflow of 42.01 million from retail investors [3]

格隆汇12月30日丨科华数据(002335.SZ)在投资者互动平台表示，公司充电桩业务已经剥离。 ...

内容概要：随着数字经济的深入发展，无论是企业办公的服务器、日常的监控设备，还是家庭中的智能 电器，都对电力连续性依赖度大幅提升，一旦断电，可能造成数据丢失、业务中断等问题，这使得个人 和企业对UPS这类备用电源的重视程度显著提高，尤其是近几年，随着远程办公、线上服务的普及，中 小企业和创业公司的数量稳定增长，带动小型化、高性价比的单相UPS需求与日俱增，除了传统的办 公、家用及小型机房场景外，单相UPS的应用正不断向医疗、工业、风电、交通等领域拓展，带动单相 UPS市场需求进一步扩大，据统计，2023年我国单相UPS行业市场规模达22.50亿元，同比增长0.6%， 2024年，受市场需求缩减、产品价格下滑等诸多因素影响，我国单相UPS行业市场规模降至22.04亿 元，其中，在线式占比高达93.34%。 相关上市企业：科华数据（002335）、科士达（002518）、易事特（300376）、英威腾（002334） 相关企业：山特电子（深圳）有限公司、施耐德电气（中国）有限公司、维谛技术有限公司、华为技术 有限公司、台达电子企业管理（上海）有限公司、伊顿（中国）投资有限公司、溯高美索克曼电气（上 海）有限公司 关 ...

Investment Rating - The industry investment rating is "Outperform the Market - A" [1] Core Insights - The artificial intelligence (AI) industrialization wave is approaching, leading to a rapid increase in demand for Artificial Intelligence Data Centers (AIDC) [4][11] - Power distribution equipment is a crucial component of AIDC and is expected to benefit significantly from the high demand in AIDC [36] - Major companies involved in the AIDC sector are highlighted, indicating potential investment opportunities [3] Summary by Sections Section 1: AI Industrialization and AIDC Demand Growth - AI is at a critical turning point for commercial deployment, driving a rapid increase in demand for intelligent computing power [4][11] - AIDC serves as the physical carrier for intelligent computing power, benefiting from the AI industrialization wave [12] - AIDC is evolving towards high energy consumption and high density, necessitating continuous upgrades in power distribution equipment [30][35] Section 2: Power Distribution Equipment in AIDC - Power distribution equipment is a vital part of AIDC, accounting for approximately 13% of initial investment costs [42] - AIDC's power supply architecture typically employs redundancy designs to ensure high reliability [43][44] - Diesel generator sets are the most common backup power solution for AIDC [56][60] - The transition from UPS to high-voltage direct current (HVDC) systems is anticipated, with HVDC becoming the mainstream architecture in the future [68][86] - The market for server power supplies is projected to exceed 100 billion, with supercapacitors and battery backup units (BBU) being key growth areas [113]

每经AI快讯，12月24日，数据中心电源概念盘初走强，新雷能触及涨停，麦格米特冲击涨停，中恒电 气、科泰电源、通合科技、科华数据等跟涨。 （文章来源：每日经济新闻） ...

Group 1 - The company has launched a full lifecycle service for liquid-cooled data centers, including self-developed liquid cooling products, and has created benchmark server and liquid cooling system decoupling projects for clients like China Mobile [2] - The company has completed liquid cooling data center transformations for leading internet companies [2] - The company has partnered with Muxi Co., Ltd. to introduce high-density liquid cooling computing PODs, with specific projects already implemented in intelligent computing scenarios, focusing on core technology solutions for high-performance computing needs [2] Group 2 - The company aims to collaborate with more partners to build a liquid cooling intelligent computing center ecosystem, promoting green and low-carbon development in the intelligent computing center industry [2]

Core Viewpoint - Keda Data's stock price has shown significant volatility, with a year-to-date increase of 89.63%, but a recent decline of 23.99% over the past 60 days, indicating potential market fluctuations and investor sentiment shifts [1][2]. Financial Performance - For the period from January to September 2025, Keda Data reported a revenue of 5.706 billion yuan, reflecting a year-on-year growth of 5.79%, while the net profit attributable to shareholders reached 344 million yuan, marking a substantial increase of 44.71% [2]. - Cumulatively, Keda Data has distributed 1.385 billion yuan in dividends since its A-share listing, with 130 million yuan distributed over the past three years [3]. Stock Market Activity - As of December 23, Keda Data's stock price was 54.65 yuan per share, with a trading volume of 780 million yuan and a turnover rate of 3.19%, resulting in a total market capitalization of 28.167 billion yuan [1]. - The stock has appeared on the "龙虎榜" (Dragon and Tiger List) seven times this year, with the most recent appearance on October 27, where it recorded a net buy of -471 million yuan [1]. Shareholder Structure - As of December 10, Keda Data had 107,000 shareholders, an increase of 10.31% from the previous period, with an average of 4,249 circulating shares per shareholder, down by 9.35% [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 20.0319 million shares, an increase of 13.3589 million shares from the previous period [3].

人民财讯12月23日电，中国量子科技产业正从学术研究向商业化落地迈进。基于超导量子处理器"祖冲 之3.2号"，潘建伟院士团队在量子纠错方向上实现了"低于阈值，越纠越对"的重大进展，为量子计算机 走向实用奠定了重要基础。相关成果12月22日在国际学术期刊《物理评论快报》发表。 "十五五"规划建议将量子科技确立为新的经济增长点，标志着我国量子计算的发展重心，正从实验室验 证阶段加速向产业化落地阶段转移。近期多地发布的"十五五"规划建议稿，也重点提及布局量子科技产 业。 据数据宝统计，截至12月22日收盘，上述这10只机构预测高增长的概念股当中，12月以来融资净买入超 1亿元的有5只，分别是航天电子、华工科技、科华数据（002335）、光迅科技、国盾量子。 未来增长潜力方面，根据5家以上机构一致预测，2026年、2027年净利润增速均有望超20%的量子科技 概念股有10只，如中科曙光（603019）、华工科技（000988）、航天电子（600879）、光迅科技 （002281）、国盾量子等。 ...