证券日报网讯长高电新（002452）8月5日在互动平台回答投资者提问时表示，截至2025年7月31日，公 司股东总户数为39844户。 ...

Investment Rating - The report maintains an "Outperform" rating for the industry [4] Core Insights - The report emphasizes the significance of the Yarlung Tsangpo River downstream hydropower project, which aims to harness the region's abundant hydropower potential and drive economic development [1][10] - The development of large-capacity impulse turbines, with a single unit capacity of approximately 800 MW, represents a world-first achievement, addressing extreme challenges in high-altitude and high-head environments [1][10] - The gas-insulated transmission line (GIL) technology is highlighted for its advantages in high-capacity power transmission, low losses, and adaptability to various environments, making it a preferred choice in special scenarios [2][26] Summary by Sections 1. Large Capacity Impulse Turbines - The Yarlung Tsangpo River downstream hydropower project is set to utilize impulse turbines with a capacity of 800 MW, surpassing current global standards [1][10] - The project faces significant technical challenges due to high water heads and extreme environmental conditions, necessitating advanced turbine designs and manufacturing techniques [10][11] 2. Gas-Insulated Transmission Lines (GIL) - GIL technology is recognized for its ability to efficiently transmit high voltage and large currents in confined spaces, making it suitable for urban and challenging geographical environments [2][26] - The report notes successful applications of GIL in various projects, including the Su Tong GIL comprehensive corridor, which is the highest voltage and largest capacity GIL project globally [27][33] 3. High-Altitude Electrical Equipment - The report discusses the need for altitude adjustments in electrical equipment due to the unique challenges posed by high-altitude environments, particularly in the Yarlung Tsangpo River project [2][3] - The development of high-altitude, high-seismic equipment is crucial for the effective transmission and consumption of clean energy [2][3] 4. Reliable Key Supply Chain - The report identifies key companies in the supply chain for hydropower equipment, including Harbin Electric, Dongfang Electric, and China XD Electric, among others [3][4] - The supply chain's reliability is essential for supporting the ambitious hydropower projects outlined in national plans [3][4]

Core Viewpoint - The company has experienced continuous growth in performance due to opportunities in the power equipment industry and its long-term focus on the transmission and transformation equipment sector [1] Group 1: Company Performance - The company has seen sustained growth in recent years [1] - The growth is attributed to increased investment in the power grid sector [1] - The company has been focusing on its core business for decades, enhancing its research and development efforts [1] Group 2: Strategic Initiatives - The company is optimizing its product structure and promoting the launch of new products [1] - It is implementing refined management practices to strengthen cost control [1] - The company is increasing the self-manufacturing rate of components, which effectively enhances profitability [1]

Group 1 - The company Longgao Electric (002452) stated that its production and operations are currently normal, with no undisclosed significant information [1] - The performance of the company's stock in the secondary market and changes in institutional holdings are influenced by various factors, including market environment, industry cycles, and adjustments in institutional investment strategies [1] - The company emphasizes compliance operations and information disclosure, and will continue to focus on its main business to enhance operational performance and reward investor trust and support [1]

Group 1 - The company, Changgao Electric, expressed its intention to actively explore overseas markets and strive for new market breakthroughs [2]

证券日报网讯 长高电新8月1日在互动平台回答投资者提问时表示，未来，公司将继续坚持"聚焦主业、 稳中求进"战略，持续推进产品与技术创新及成果转化，结合需求推进产能建设；深耕现有市场并加大 配网、省网、电网系统外市场等领域的开拓力度，优化市场结构；同时提升精细化管理水平与运营效 率，努力实现企业高质量的可持续发展和业绩的持续增长。 （编辑 王雪儿） ...

证券日报网讯 长高电新8月1日在互动平台回答投资者提问时表示，公司将持续关注国家重点项目的招 标情况，积极做好各项准备工作，充分发挥自身优势，努力争取新的订单，为国家特高压建设贡献力 量。 （编辑 王雪儿） ...

Group 1: Company Overview and Strategy - The company focuses on the production and sales of power transmission and transformation equipment, serving major clients like the State Grid and Southern Power Grid [2][3] - The development strategy emphasizes "focusing on the main business and seeking progress while maintaining stability," with a commitment to low debt ratios and stable operations [2][3] - Significant investments have been made in R&D for new products such as 550kV, 363kV, and 800kV equipment, as well as the establishment of three production bases [2][3] Group 2: Market Opportunities and Industry Context - In 2025, the State Grid and Southern Power Grid are expected to invest a record 825 billion yuan, presenting substantial growth opportunities for the industry [3] - The company is well-positioned to capitalize on the favorable market conditions driven by national "dual carbon" goals and the construction of new power systems [3] Group 3: Competitive Positioning - Compared to competitors like XJ Electric and Pinggao Group, the company holds a strong reputation, particularly in the isolation switch segment, where it ranks among the top three in national tenders [4] - The company is recognized for its R&D capabilities and production capacity, especially in the development of 500kV and 800kV products [4] Group 4: Investor Relations and Market Management - The company employs various measures for market value management, including share buybacks, employee stock ownership plans, and cash dividends to enhance investor confidence [4][5] - Continuous communication with investors is essential for improving market performance and promoting company value [4] Group 5: Feedback from Securities Association - The Securities Association leaders emphasized the importance of understanding industry trends and the role of mergers and acquisitions in enhancing operational efficiency [3] - They highlighted the significance of the company's research capabilities, production capacity, and talent development in driving future growth [3]

格隆汇8月1日丨长高电新(002452.SZ)在投资者互动平台表示，公司目前不生产充电桩产品。 ...

Group 1 - The company is currently expanding its production facilities, including the Jinzhou production base phase III project, the Wangcheng production base upgrade and expansion project, and the green smart distribution industry park project, all of which are progressing as planned [2] - The company has sufficient orders on hand, indicating a stable production and operational situation [2]