格隆汇1月27日丨摩恩电气(002451.SZ)在投资者互动平台表示，公司的特种电缆产品不是光刻机核心部 件。 ...

证券日报网讯1月22日，摩恩电气（002451）在互动平台回答投资者提问时表示，截至2026年1月20日， 公司登记在册股东户数(含信用账户合并)为91197户。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体人员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。、 一、基本情况 上海摩恩电气股份有限公司（以下简称"公司"）为推动子公司产业转型升级，对公司全资子公司上海摩 泰新能源有限公司的名称和经营范围进行了变更。今日，上述子公司已完成工商变更登记手续，并取得 了中国（上海）自由贸易试验区临港新片区市场监督管理局核准换发的《营业执照》，具体情况如下： （一）本次变更的具体事项 ■ 住所：中国(上海)自由贸易试验区临港新片区江山路2829号5幢203 法定代表人：朱志兰 注册资本：壹仟万元整 成立日期：2021年03月18日 经营范围：一般项目：通信设备销售；通信设备制造；技术服务、技术开发、技术咨询、技术交流、技 术转让、技术推广；新兴能源技术研发；新材料技术研发；电子专用材料制造；电子专用材料销售；通 用设备修理；5G通信技术服务；计算机软硬件及外围设备制造；计算机软硬件及辅助设备零售；网络 设备制造；光通信设备销售；人工智能硬件销售；电子（气）物理设备及其他电子设备制造；电气信号 设备装置制造；电气信号设备装置销售；云 ...

证券代码：002451 证券简称：摩恩电气 公告编号：2026-002 上海摩恩电气股份有限公司 关于全资子公司变更名称、经营范围暨完成工商变更登记的公告 类型：有限责任公司(自然人投资或控股的法人独资) 住所：中国(上海)自由贸易试验区临港新片区江山路 2829 号 5 幢 203 变更事项 变更前 变更后 公司名称 上海摩泰新能源有限公司 上海摩恩通信线缆有限公司 经营范围 一般项目：新兴能源技术研发； 技术服务、技术开发、技术咨 询、技术交流、技术转让、技 术推广；新材料技术研发；电 子专用材料制造；电子专用材 料销售；资源再生利用技术研 发；再生资源加工；再生资源 销售；光伏设备及元器件销售； 太阳能发电技术服务；太阳能 热发电产品销售。（除依法须 经批准的项目外，凭营业执照 依法自主开展经营活动） 一般项目：通信设备销售；通信 设备制造；技术服务、技术开发、 技术咨询、技术交流、技术转让、 技术推广；新兴能源技术研发； 新材料技术研发；电子专用材料 制造；电子专用材料销售；通用 设备修理；5G 通信技术服务；计 算机软硬件及外围设备制造；计 算机软硬件及辅助设备零售；网 络设备制造；光通信设备销售； ...

Core Viewpoint - The news highlights a significant increase in the power equipment sector, with a notable rise in stock prices for several companies, particularly XinFengGuang, which led the gains with a 15.55% increase [1]. Group 1: Market Performance - The power equipment sector rose by 1.87% on the trading day, while the Shanghai Composite Index fell by 0.26% to close at 4101.91, and the Shenzhen Component Index decreased by 0.18% to 14281.08 [1]. - XinFengGuang (688663) closed at 55.00, up 15.55%, with a trading volume of 117,200 shares and a transaction value of 608 million yuan [1]. - Other notable gainers included Hongxiang Co. (300427) with an 11.33% increase, Hanlan Co. (002498) and Guangdian Electric (601616) both up by 10.10%, and several others showing increases around 10% [1]. Group 2: Fund Flow Analysis - The power equipment sector experienced a net outflow of 3.512 billion yuan from institutional investors, while retail investors saw a net inflow of 2.207 billion yuan [2]. - The data indicates that speculative funds had a net inflow of 1.305 billion yuan into the sector [2]. - Specific stocks like SiYuan Electric (002028) and Guangdian Electric (601616) showed varying levels of net inflow and outflow from different investor types, with SiYuan Electric having a net inflow of 2.57 billion yuan from institutional investors [3].

1月15日，摩恩电气涨5.88%，截至发稿，报12.78元/股，成交10.27亿元，换手率19.89%，总市值56.32 亿元。 资料显示，上海摩恩电气股份有限公司位于上海市浦东新区江山路2829号，成立日期1997年10月5日， 上市日期2010年7月20日，公司主营业务涉及电缆业务、电磁线业务以及类金融业务。主营业务收入构 成为：电磁线及其他81.54%，电力电缆12.22%，其他(补充)3.27%，电气装备用电线电缆2.95%，通信电 缆及光缆0.02%。 从摩恩电气十大流通股东角度 金元顺安元启灵活配置混合（004685）基金经理为缪玮彬。 截至发稿，缪玮彬累计任职时间9年33天，现任基金资产总规模14.32亿元，任职期间最佳基金回报 581.56%， 任职期间最差基金回报-28.79%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，金元顺安基金旗下1只基金位居摩恩电气十大流通股东。金元顺安元启灵活配置混合 （004685）三季度 ...

Group 1 - The core point of the news is that Moen Electric's stock price has dropped by 5.05%, currently trading at 11.46 CNY per share, with a total market capitalization of 5.05 billion CNY [1] - Moen Electric, established on October 5, 1997, and listed on July 20, 2010, primarily engages in cable business, electromagnetic wire business, and quasi-financial services [1] - The revenue composition of Moen Electric is as follows: electromagnetic wire and others account for 81.54%, power cables 12.22%, other (supplementary) 3.27%, electrical equipment wires and cables 2.95%, and communication cables and optical cables 0.02% [1] Group 2 - Among the top circulating shareholders of Moen Electric, a fund under Jinyuan Shun'an Fund has entered the top ten, holding 1.6982 million shares, which is 0.39% of the circulating shares [2] - The Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Fund (004685) was established on November 14, 2017, with a latest scale of 1.432 billion CNY, and has a year-to-date return of 3.2% [2] - The fund's performance over the past year shows a return of 50.23%, ranking 1954 out of 8094 in its category, and since its inception, it has achieved a return of 588.06% [2]

Market Overview - The A-share market experienced fluctuations with the Shanghai Composite Index down by 0.64% to 4138.76, the Shenzhen Component Index down by 1.37% to 14169.40, and the ChiNext Index down by 1.96% to 3321.89, while the total market turnover reached 3.7 trillion yuan [1][2][8]. Sector Performance - Sectors such as pharmaceuticals, precious metals, electric grid equipment, and oil service engineering showed positive performance, while previously popular sectors like commercial aerospace, controllable nuclear fusion, low-altitude economy, and chips faced declines [2][9]. - The electric grid equipment sector saw a significant rebound, with some stocks like YN Power and Double Jet Electric hitting their daily limit up by 20% and 30% respectively, indicating strong market interest [4][11]. Capital Flow - Major capital inflows were observed in the media sector with over 15.8 billion yuan, pharmaceuticals with over 9.1 billion yuan, and non-ferrous metals with over 5.3 billion yuan. Conversely, the electronics sector faced a net outflow exceeding 36 billion yuan [3][10]. Future Outlook - Analysts from Guangfa Securities suggest that if the spring market rally occurs earlier, it may indicate a favorable economic cycle, with potential adjustments in mid-January providing good investment opportunities [3][10]. - Haitong Securities noted that while the spring market may still have room for growth, the concentration of trading structures could lead to a rotation in market trends, advising investors to focus on high-value sectors with improving external demand [3][10]. Industry Developments - The Ministry of Industry and Information Technology and other departments released guidelines for the construction and application of industrial green microgrids, aiming to enhance green electricity usage in industrial sectors [6][13]. - The global demand for electricity in data centers is projected to increase significantly due to AI applications, with estimates suggesting an additional 325 to 580 TWh by 2028, which will elevate overall electricity demand [6][13]. - Goldman Sachs forecasts that investments in global digital infrastructure and energy systems driven by AI could reach 5 trillion USD over the next decade, with electric grid equipment being a primary beneficiary [6][13]. Transformer Industry Insights - Data from the General Administration of Customs indicates that transformer exports from January to November 2025 reached 57.86 billion yuan, marking a year-on-year increase of 36.3% [14]. - The transformer industry is currently facing significant order backlogs, leading to supply chain bottlenecks and market shortages [14]. Commercial Aerospace Sector - The commercial aerospace sector experienced a sharp decline, with the sector index dropping by 5.01%, and numerous stocks within the sector facing significant losses, including Aerospace Huan Yu and Aerospace Software [6][14][15].

三变科技、特变电工直线涨停，安靠智电涨超10%，双杰电气、摩恩电气、中国西电等纷纷冲高。 (本文来自第一财经) 三变科技、特变电工直线涨停，安靠智电涨超10%，双杰电气、摩恩电气、中国西电等纷纷冲高。 (本文来自第一财经) ...

证券日报网讯 1月12日，摩恩电气在互动平台回答投资者提问时表示，截至2026年1月9日，公司登记在 册股东户数（含信用账户合并）为76508户。 （文章来源：证券日报） ...