Market Overview - The market experienced a significant drop, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closing down by 1.76%, 1.43%, and 0.69% respectively, with over 4,700 stocks declining and only around 600 stocks rising [4] - Despite the indices showing a modest decline, the actual market impact was severe, indicating a split market where many stocks were falling while a few were driving index gains [5][6] Sector Performance - The computing power concept stocks saw a strong morning surge, with companies like Runjian Co., Meige Intelligent, and Dawang Technology hitting the daily limit, but faced significant sell-offs later [3] - The rare earth sector continued to perform well, with companies like Beikong Technology and Northern Rare Earth reaching their daily limit [3] - The CPO sector also experienced a notable rise, with Cambridge Technology achieving three consecutive limit-ups [3] Notable Stocks - Cambrian's stock price rose over 10% to exceed 1,460 yuan, surpassing Kweichow Moutai, which fell to 1,448 yuan, leading to discussions about Cambrian becoming the "new stock king" [11] - Alibaba-related computing power stocks initially surged but ultimately closed down by 1.81%, despite positive speculation about Alibaba's upcoming earnings report [14] - Zhouming Technology announced a partnership with Saudi Arabia's Al-Nassr Club, which initially boosted its stock price but ultimately closed down by 2% [16] Policy Impact - The Ministry of Commerce announced plans to introduce policies to promote service exports, which led to a temporary surge in Cross-Border Communication's stock price, although the connection to cross-border e-commerce remains tenuous [18]

证券之星消息，8月27日其他电源设备板块较上一交易日上涨0.27%，麦格米特领涨。当日上证指数报收 于3800.35，下跌1.76%。深证成指报收于12295.07，下跌1.43%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 002851 | 麦格米特 | 86.03 | 10.00% | 33.08万 | | 28.17亿 | | 688719 | 爱科赛博 | 42.50 | 6.06% | 5.09万 | | 2.17亿 | | 300870 | 欧陆通 | 262.00 | 4.85% | 9.91万 | | 26.24亿 | | 002364 | 中恒电气 | 27.03 | 4.77% | 122.92万 | | 33.15亿 | | 002335 | 科华数据 | 54.33 | 4.58% | 74.89万 | | 41.54亿 | | 300593 | 新富能 | 19.30 | 4.55% | 52.49万 | | 10. ...

Group 1 - The computing power leasing sector experienced significant gains in the afternoon, with multiple companies reaching new highs [1] - Yitian Intelligent and Hongjing Technology hit intraday record highs, while Qiming Information achieved a consecutive two-day increase [1] - Companies such as Kehua Data, Data Port, and Runjian Co. saw their stock prices hit the daily limit, while Yuntian Lifa surged over 15% [1] Group 2 - Other companies including New Zhisoft, Youfang Technology, Dawi Technology, Capital Online, and UCloud also experienced upward movement in their stock prices [1]

格隆汇8月27日｜A股液冷服务器概念股盘中再度拉升，其中，英维克涨停续创历史新高，科华数据涨 超7%，申菱环境、科士达涨超5%，利欧股份、飞龙股份、高澜股份、飞荣达等跟涨。 MACD金叉信号形成，这些股涨势不错！ ...

证券日报网讯科华数据（002335）8月26日在互动平台回答投资者提问时表示，公司当前产能充足，产 能不会成为公司业务发展的瓶颈。 ...

证券日报网讯科华数据（002335）8月26日在互动平台回答投资者提问时表示，截至2025年8月20日公司 股东户数约为9.5万户。 ...

来源：金融界 资金流向方面，今日主力资金净流入1.03亿元，占比成交额6.07%。其中，超大单净流入1.04亿元、占 成交额6.11%，大单净流出66.13万元、占成交额0.04%，中单净流出流出7404.23万元、占成交额 4.37%，小单净流出2881.07万元、占成交额1.7%。 天眼查商业履历信息显示，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，实缴资本46156.7391万人民币。公司 法定代表人为陈成辉。 金融界消息 截至2025年8月26日收盘，科华数据（002335）报收于51.95元，上涨0.25%，换手率 7.18%，成交量32.63万手，成交金额16.94亿元。 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48家企业，参与招投标项目3624次，知识 产权方面有商标信息130条，专利信息1354条，此外企业还拥有行政许可36个。 科华数据最新一期业绩显示，截至2025一季报，公司营业总收入12.16亿元、同比增长2.73%，归属净利 润6894.43万元，同比减少6.26%，扣非净利润 ...

Investment Rating - The report maintains a "Buy" rating for the electric power equipment sector [6][18]. Core Viewpoints - The domestic computing power sector is experiencing a significant opportunity for growth driven by multiple factors, including the integration of domestic chips and liquid cooling technology, which is reshaping the computing infrastructure [14][15]. - The report highlights the increasing demand for high-power AIDC cabinets, with power ratings reaching 20-100kW, indicating a shift from optional to essential cooling solutions [14]. - Policy support is crucial, with state-owned data centers required to procure over 50% of their chips from domestic sources, further stimulating the domestic computing power ecosystem [15]. - The report emphasizes the potential for domestic manufacturers to expand overseas, particularly in the diesel generator market, as global demand for AI computing infrastructure rises [16]. Summary by Sections Investment Viewpoints - The report identifies the diesel generator sector as having the most straightforward growth logic, recommending companies such as Weichai Heavy Machinery and KOTAI Power [6][17]. - It also suggests monitoring the gradually increasing penetration of HVDC segments, recommending companies like Kehua Data and Hewei Electric [6][17]. - Lastly, it highlights opportunities in server power supplies and liquid cooling segments, recommending companies like Invec and Shunling Environment [6][17]. Industry Dynamics - The report notes that the electric power equipment sector has seen a 1.94% increase in market performance recently, ranking 16th among various sectors [20]. - It discusses the successful launch of the Ningxia-Hunan ±800 kV UHVDC project, which is expected to enhance the transmission capacity of renewable energy [22]. - The report also mentions the ongoing global demand for AI computing infrastructure, which is expected to provide long-term growth momentum for domestic IDC and computing rental companies [16]. Key Companies and Earnings Forecast - The report provides earnings forecasts for several key companies, including: - KOTAI Power (300153.SZ): EPS forecast of 0.85 in 2025E, with a "Buy" rating [19]. - Weichai Heavy Machinery (000880.SZ): EPS forecast of 0.98 in 2025E, currently unrated [19]. - Kehua Data (002335.SZ): EPS forecast of 1.30 in 2025E, currently unrated [19]. - Invec (002837.SZ): EPS forecast of 0.66 in 2025E, currently unrated [19]. - Shunling Environment (301018.SZ): EPS forecast of 1.05 in 2025E, with a "Buy" rating [19]. - Hewei Electric (603063.SH): EPS forecast of 1.40 in 2025E, with a "Buy" rating [19].

证券之星消息，8月22日其他电源设备板块较上一交易日上涨1.27%，通合科技领涨。当日上证指数报收 于3825.76，上涨1.45%。深证成指报收于12166.06，上涨2.07%。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) | | --- | --- | --- | --- | --- | --- | | 300491 | 通合科技 | 25.71 | 12.32% | 38.01万 | 9.45 G | | 300870 | 欧陆通 | 268.75 | 6.23% | 8.03万 | 20.94亿 | | 002335 | 科华数据 | 52.00 | 3.38% | 44.68万 | 22.75 亿 | | 300593 | 新富能 | 19.84 | 3.23% | L 25.79万 | 5.07 亿 | | 002364 | 中恒电气 | 22.31 | 2.81% | 83.02万 | 18.44亿 | | 688411 | 海博思创 | 107.95 | 2.63% | 1.30万 | 1.38亿 | | 832110 | ...

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48家企业，参与招投标项目3614次，知识 产权方面有商标信息130条，专利信息1354条，此外企业还拥有行政许可36个。 来源：金融界 科华数据最新一期业绩显示，截至2025一季报，公司营业总收入12.16亿元、同比增长2.73%，归属净利 润6894.43万元，同比减少6.26%，扣非净利润6118.12万元，同比增长2.06%，流动比率1.287、速动比率 1.116、资产负债率51.83%。 天眼查商业履历信息显示，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，实缴资本46156.7391万人民币。公司 法定代表人为陈成辉。 金融界消息 截至2025年8月22日收盘，科华数据（002335）报收于52.0元，上涨3.38%，换手率9.83%， 成交量44.68万手，成交金额22.75亿元。 资金流向方面，今日主力资金净流入1.37亿元，占比成交额6.03%。其中，超大单净流入1.56亿元、占 成交额6.85%，大单净流出1869.18万元、占成交额0.82 ...