Core Viewpoint - Zhongheng Electric has launched a 720kW liquid-cooled supercharging system, indicating advancements in charging technology and potential applications in the electric vehicle sector [1] Group 1: Product Launch - The company has introduced a 720kW fully liquid-cooled supercharging system [1] - This system is paired with Zhongheng's self-developed 60kW liquid-cooled charging module [1] Group 2: Application and Market Presence - The liquid-cooled supercharging system has been successfully applied in regions such as Wuhan, Hubei, specifically at the Lantu Park [1]

Investment Rating - The report suggests a positive investment outlook for the AIDC industry, driven by high growth in global capital expenditure and increasing demand for data centers [2][11][18]. Core Insights - The AIDC industry is experiencing a significant transformation towards direct current (DC), high voltage, and high density, with a projected market size of 99.6 billion yuan by 2030, reflecting a CAGR of approximately 50% from 2024 to 2030 [2][68]. - The global AI market is entering a high growth phase, with the market size expected to reach approximately $274.5 billion by 2032, growing at a CAGR of 36% [11]. - Major cloud service providers (CSPs) are significantly increasing their capital expenditures for data center infrastructure, with notable investments from companies like Alibaba and Tencent [17][22]. - The evolution of power supply systems in data centers is shifting from traditional UPS to more efficient HVDC systems, which are expected to dominate the market in the coming years [34][49]. Summary by Sections AIDC Capital Expenditure Growth - Global AIDC capital expenditure is experiencing high growth, with CSPs increasing investments in data centers, leading to a projected total installed capacity of over 100 GW by 2025 [2][18]. - The capital expenditure from domestic CSPs is expected to see explosive growth, with Alibaba's capital expenditure forecasted to increase by 239% in 2024 [17][22]. Power Supply System Evolution - The AIDC is rapidly evolving towards direct current and high voltage systems, with a significant focus on improving power supply efficiency and reducing system costs [34][49]. - The report highlights the transition from traditional UPS systems to HVDC systems, which are expected to enhance energy efficiency and reduce operational costs [49][52]. Market Opportunities - The report identifies new market opportunities in auxiliary power sources such as BBU and supercapacitors, which are becoming standard in AI server configurations [2][4]. - The global server power supply market is projected to reach 147 billion yuan by 2030, with a CAGR of approximately 42% from 2024 to 2030 [2][68]. Competitive Landscape - The competitive landscape for server power supplies is characterized by high barriers to entry, with established players like Delta Electronics and Lite-On Technology dominating the market [81]. - The report emphasizes the importance of customer relationships and technological capabilities as key competitive advantages in the server power supply sector [84][85].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002364 证券简称：中恒电气 公告编号：2025-40 杭州中恒电气股份有限公司关于控股股东部分股份解除质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 截至本公告披露日，公司控股股东中恒投资及其一致行动人所持质押股份情况如下： 单位：股 ■ 杭州中恒电气股份有限公司（以下简称"公司"）于近日收到控股股东杭州中恒科技投资有限公司（以下 简称"中恒投资"）的通知，获悉其所持有的公司部分股份已解除质押，具体事项如下： 一、本次股东股份解除质押的基本情况 ■ 二、股东股份累计质押情况 四、备查文件 三、其他说明 截至本公告披露日，公司控股股东中恒投资所质押的股份不存在平仓风险或被强制过户风险，不会导致 公司的实际控制权发生变更，亦不涉及负担重大资产重组等业绩补偿义务，对公司生产经营、公司治理 等不产生实质性影响。 公司将持续关注股东股份质押情况及相关风险，并按照规定及时履行信息披露义务。 1、解除证券质押登记通知； 2、中国证券登记结算有限责任公司证券质押及司法冻结明细表。 特此公告。 杭州中 ...

Market Overview - The Shanghai Composite Index rose by 0.34% on August 11, with 24 out of 28 sectors experiencing gains, led by the power equipment and communication sectors, which increased by 2.04% and 1.95% respectively [2] - The banking and oil & petrochemical sectors saw declines of 1.01% and 0.41% respectively [2] Capital Flow - The net inflow of capital in the two markets reached 10.02 billion yuan, with 16 sectors experiencing net inflows [2] - The power equipment sector had the highest net inflow, totaling 4.142 billion yuan, while the electronics sector followed with a net inflow of 3.326 billion yuan [2] Power Equipment Sector Performance - The power equipment sector increased by 2.04%, with 316 out of 359 stocks in the sector rising, including 7 stocks hitting the daily limit [3] - The top three stocks with the highest net inflow in the power equipment sector were: - Magpower (3.99 billion yuan) - Zhongheng Electric (3.70 billion yuan) - Xiongtao Co. (2.79 billion yuan) [3] Capital Outflow in Power Equipment Sector - The power equipment sector also had stocks with significant capital outflows, with the top three being: - Zhongchao Holdings (-1.8115 billion yuan) - Guodian Nanzi (-785.688 million yuan) - Guodian Nanrui (-728.689 million yuan) [5]

二、股东股份累计质押情况 截至本公告披露日，公司控股股东中恒投资及其一致行动人所持质押股份情 证券代码：002364 证券简称：中恒电气 公告编号：2025-40 杭州中恒电气股份有限公司 关于控股股东部分股份解除质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 杭州中恒电气股份有限公司（以下简称"公司"）于近日收到控股股东杭州 中恒科技投资有限公司（以下简称"中恒投资"）的通知，获悉其所持有的公司 部分股份已解除质押，具体事项如下： | 股东 名称 | 是否为控 股股东或 本次解除质押 第一大股 股份数量 | 占其所持 股份比例 | 占公司总股 本比例 | 质押起始日 | 质押解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | | | 东及其一 （股） | | | | | | | | 致行动人 | | | | | | | 杭州中 恒科技 | | | | | | 杭州联 合农村 | | | | | | | | 商业银 | | 投资有 | 是 13,400,000 | 6.69% | 2.3 ...

Core Insights - The article highlights the top 20 stocks with significant capital inflow as of August 11, with notable amounts in billions of yuan [1] Group 1: Stock Performance - The leading stock with capital inflow is Tonghuashun, attracting 678 million yuan [1] - Dongfang Caifu follows closely with an inflow of 664 million yuan [1] - Xinyi Sheng received 636 million yuan in capital inflow [1] Group 2: Notable Companies - Tianqi Lithium saw an inflow of 554 million yuan, indicating strong investor interest [1] - Kweichow Moutai attracted 524 million yuan, reflecting its continued market strength [1] - Guosheng Jinkong received 482 million yuan, showcasing its appeal to investors [1] Group 3: Additional Stocks - Shenghong Technology had an inflow of 448 million yuan, indicating positive market sentiment [1] - GoerTek attracted 374 million yuan, suggesting robust demand for its products [1] - Dazhong Laser received 373 million yuan, reflecting investor confidence [1] Group 4: Other Significant Inflows - Zhongji Xuchuang had an inflow of 366 million yuan, indicating growing interest [1] - Luxshare Precision attracted 365 million yuan, showing its competitive position [1] - Zhihuan received 341 million yuan, reflecting its market potential [1] Group 5: Remaining Stocks - Zhongheng Electric had an inflow of 315 million yuan, indicating investor interest [1] - Maigemeite attracted 296 million yuan, showcasing its market presence [1] - Huasheng Tiancai received 277 million yuan, reflecting its growth prospects [1] - Shanghai Electric had an inflow of 264 million yuan, indicating stability [1] - Lens Technology attracted 229 million yuan, suggesting strong demand [1] - Weichai Heavy Industry received 225 million yuan, reflecting its market position [1] - Innovation Medical attracted 219 million yuan, indicating potential growth [1] - Electronic Science and Technology Chip received 213 million yuan, showcasing investor confidence [1]

金融界消息 截至2025年8月8日收盘，中恒电气（002364）报收于16.64元，上涨1.09%，换手率6.38%， 成交量35.59万手，成交金额5.91亿元。 通过天眼查大数据分析，杭州中恒电气股份有限公司共对外投资了11家企业，参与招投标项目1560次， 知识产权方面有商标信息25条，专利信息218条，此外企业还拥有行政许可44个。 来源：金融界 资金流向方面，今日主力资金净流入2247.86万元，占比成交额3.8%。其中，超大单净流入116.98万 元、占成交额0.2%，大单净流入2130.88万元、占成交额3.61%，中单净流出流入2042.93万元、占成交 额3.46%，小单净流出4290.79万元、占成交额7.26%。 中恒电气最新一期业绩显示，截至2025一季报，公司营业总收入3.88亿元、同比增长11.07%，归属净利 润2029.12万元，同比增长84.32%，扣非净利润1829.78万元，同比增长103.89%，流动比率2.266、速动 比率1.681、资产负债率33.90%。 天眼查商业履历信息显示，杭州中恒电气股份有限公司，成立于2001年，位于杭州市，是一家以从事电 气机械和器材 ...

Group 1 - The stock price of Zhongheng Electric closed at 16.62 yuan on August 6, 2025, down 1.19% from the previous trading day, with a trading volume of 645 million yuan and a turnover rate of 6.91% [1] - Zhongheng Electric operates in the power equipment industry, focusing on the research, production, and sales of power electronic devices and power information systems, with applications in communication, electricity, and renewable energy sectors [1] - The company has stated that it currently has no cooperation with InnoSys and is actively promoting pilot applications in the 800V field [1] Group 2 - Zhongheng Electric is increasing its R&D efforts in the data center power supply business, aiming to develop a third-generation HVDC product matrix to meet the power supply needs of high-density server cabinets in intelligent computing centers [1] - On August 6, the net outflow of main funds was 99.77 million yuan, accounting for 1.08% of the circulating market value, while the cumulative net inflow over the past five days was 3.53 million yuan [1]

Group 1 - The core viewpoint of the news is the financial performance and market activity of Zhongheng Electric (002364) as of August 1, 2025, highlighting a decline in stock price and significant revenue growth [1] - Zhongheng Electric's stock closed at 16.76 yuan, down 1.64%, with a turnover rate of 10.07% and a trading volume of 561,900 hands, amounting to a transaction value of 958 million yuan [1] - The company reported a total operating revenue of 388 million yuan for Q1 2025, representing a year-on-year growth of 11.07%, and a net profit attributable to shareholders of 20.29 million yuan, up 84.32% year-on-year [1] Group 2 - The company has a current ratio of 2.266, a quick ratio of 1.681, and a debt-to-asset ratio of 33.90%, indicating a strong liquidity position [1] - Zhongheng Electric has made investments in 11 companies and participated in 1,556 bidding projects, showcasing its active engagement in the market [2] - The company holds 25 trademark registrations and 217 patents, along with 44 administrative licenses, reflecting its commitment to innovation and compliance [2]

金融界消息 截至2025年7月31日收盘，中恒电气（002364）报收于17.04元，上涨4.86%，换手率 16.91%，成交量94.38万手，成交金额16.18亿元。 资金流向方面，今日主力资金净流入8138.43万元，占比成交额5.03%。其中，超大单净流入8849.04万 元、占成交额5.47%，大单净流出710.60万元、占成交额0.44%，中单净流出流出8185.49万元、占成交 额5.06%，小单净流入47.06万元、占成交额0.03%。 中恒电气最新一期业绩显示，截至2025一季报，公司营业总收入3.88亿元、同比增长11.07%，归属净利 润2029.12万元，同比增长84.32%，扣非净利润1829.78万元，同比增长103.89%，流动比率2.266、速动 比率1.681、资产负债率33.90%。 天眼查商业履历信息显示，杭州中恒电气股份有限公司，成立于2001年，位于杭州市，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56356.496万人民币，实缴资本56356.496万人民币。公 司法定代表人为包晓茹。 通过天眼查大数据分析，杭州中恒电气股份有限公司共对外投资了11家 ...