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]

证券代码：002452 证券简称：长高电新 公告编号：2025-33 长高电新科技股份公司 本公司及董事会全体成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。 为保障公司持续督导工作有序进行，华泰联合证券指派刘栋先生和刘天际先 生（简历见附件）担任公司持续督导保荐代表人并履行相关职责。 公司对光大证券及其项目团队所做的工作表示衷心感谢！ 特此公告。 长高电新科技股份公司 董 事 会 简历： 刘栋先生，华泰联合证券投资银行业务线副总监，曾作为现场负责人或主要 成员参与了新天地 IPO、上海拓璞 IPO、智业软件 IPO、恩捷股份重大资产重组、 合力科技 2022 年度向特定对象发行股票等项目。 刘天际先生，华泰联合证券投资银行业务线副总监，曾先后参与上海移远通 信技术股份有限公司 IPO、上海移远通信技术股份有限公司非公开、香飘飘食品 股份有限公司可转换公司债券、浙江齐治科技股份有限公司 IPO、广州市溢信科 技股份有限公司 IPO、杭州华澜微电子股份有限公司 IPO 等项目。 根据中国证券监督管理委员会《关于核准湖南长高高压开关集团股份公司非 公开发行股票的批复》（证监许可〔20 ...

长高电新科技股份公司 关于变更持续督导保荐机构及保荐代表人的公告 本公司及董事会全体成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。 根据中国证券监督管理委员会《关于核准湖南长高高压开关集团股份公司非 公开发行股票的批复》（证监许可〔2020〕2132 号），长高电新科技股份公司 （原公司名称为"湖南长高高压开关集团股份公司"，以下简称"公司"）向特 定对象非公开发行人民币普通股股票 79,969,085 股。光大证券股份有限公司（以 下简称"光大证券"）为该次发行的保荐机构，持续督导期至 2022 年 12 月 31 日已届满。因公司募集资金尚未使用完毕，光大证券继续履行募集资金相关的持 续督导职责。 证券代码：002452 证券简称：长高电新 公告编号：2025-33 公司对光大证券及其项目团队所做的工作表示衷心感谢！ 特此公告。 长高电新科技股份公司 董 事 会 2025 年 7 月 31 日 简历： 刘栋先生，华泰联合证券投资银行业务线副总监，曾作为现场负责人或主要 成员参与了新天地 IPO、上海拓璞 IPO、智业软件 IPO、恩捷股份重大资产重组、 合力科技 2022 ...

Core Insights - The Chinese smart switch equipment industry is experiencing unprecedented growth opportunities as a core component of the new power system, driven by the integration of modern sensing, digital processing, communication, and intelligent control technologies [1][11] - The market size is projected to reach 132 billion yuan in 2024, with a year-on-year growth of 20%, and is expected to exceed 150 billion yuan by 2025 [1][11] - The industry is evolving towards the third generation of intelligent systems with the deepening application of 5G-A and edge intelligence technologies [1][11] Industry Overview - Smart switch equipment integrates modern sensing, digital processing, communication technologies, and intelligent control algorithms, enhancing the reliability and efficiency of power systems [2][11] - The equipment is categorized by voltage levels (low, medium, high), functionality (protection, monitoring, communication), and application scenarios (distribution automation, renewable energy integration, industrial applications) [3][2] Industry Policies - The smart switch equipment sector is pivotal for the intelligent upgrade of power systems and has been elevated to a key focus in national energy transition strategies under the "dual carbon" initiative [4][5] - Multiple policies have been introduced to accelerate the development of clean, low-carbon, and efficient power systems, providing strategic guidance for the deep application of smart switch equipment [4][5] Industry Value Chain - The industry value chain consists of upstream raw materials and core components, midstream manufacturing focusing on equipment integration and intelligent upgrades, and downstream applications across diverse scenarios [6][11] Market Applications - The smart switch equipment market is diversified, with the power sector holding a 40% share, followed by industrial automation (25%-30%) and smart home applications (20%-25%) [13][11] - The penetration rate of smart technology in the power sector is expected to reach 30% by 2024, corresponding to a market size of approximately 41.7 billion yuan [13][11] Competitive Landscape - The industry features a three-tier competitive structure with foreign companies dominating the high-end market, domestic firms gaining ground in the mid-tier, and emerging players penetrating various application scenarios [15][17] - Domestic companies like Guodian NARI and Pinggao Electric have increased their market share significantly, with Guodian NARI achieving a 28% market share in 2024 [15][17] Development Trends - The industry is moving towards deep technological integration, diversified application scenarios, and global supply chain integration [19][22] - Key trends include the transition from passive control to proactive decision-making, expansion into new application areas, and the establishment of collaborative ecosystems among industry players [19][22]

Group 1 - The A-share market showed mixed performance on July 22, with the power sector receiving significant positive news due to the commencement of the largest hydropower project in history, attracting capital attention towards infrastructure and power grid equipment [1] - The Yarlung Tsangpo River downstream hydropower project, which began construction on July 19, involves the establishment of five cascade power stations with a total investment of approximately 1.2 trillion yuan, generating power equivalent to three Three Gorges projects [1] - Galaxy Securities anticipates that due to the high difficulty of the Yarlung project and uncertainties related to interest rates, actual investment may exceed initial estimates, with a potential increase of 5%, and the investment in power transmission and transformation could reach between 189 billion to 315 billion yuan [1] Group 2 - The Electric Grid Equipment ETF (159326) is the only ETF tracking the China Securities Electric Grid Equipment Theme Index, focusing on capturing growth opportunities in new power system construction and power reform [2] - The index's constituent stocks are primarily distributed across the transmission and transformation equipment, grid automation equipment, cable components, communication cables, and distribution equipment sectors, with a combined weight of 88.9%, indicating strong representativeness [2]

Investment Rating - The report maintains a "Recommended" investment rating for the photovoltaic industry [1]. Core Viewpoints - The Yarlung Zangbo River downstream hydropower project, with a total investment of approximately 1.2 trillion yuan, is expected to significantly enhance electricity supply and contribute to carbon neutrality goals. The project will utilize abundant hydropower resources and promote the development of solar and wind energy in the surrounding areas [3]. - The project has an installed capacity of nearly 70 million kilowatts and an annual power generation capacity of 300 billion kilowatt-hours, which can meet the annual electricity needs of 300 million people and replace 90 million tons of standard coal, reducing carbon dioxide emissions by 300 million tons [3]. - The project is anticipated to strengthen the synergy between computing and electricity, benefiting the AIDC computing power industry chain [3]. Summary by Sections Project Overview - The Yarlung Zangbo River downstream hydropower project involves the construction of five cascade power stations and is expected to take about 10 years to complete, with production anticipated to start after 2035 [3]. - The project will enhance the utilization of "West-to-East Power Transmission" and support the national strategy of "East Data West Calculation" [3]. Investment Insights - The total investment of 1.2 trillion yuan may be adjusted upwards, with the investment in power transmission and transformation estimated to reach between 189 billion to 315 billion yuan [3]. - The report suggests that the actual investment may exceed initial estimates due to construction difficulties and uncertainties related to interest rates [3]. Beneficiaries in the Industry - The hydropower equipment supply chain is expected to benefit, with key players including Dongfang Electric, Shanghai Electric, and Harbin Electric, among others [3]. - The report highlights the stable demand for high-voltage transmission equipment and identifies major suppliers such as State Grid NARI, China XD Electric, and others as potential beneficiaries [3]. - The GIL (Gas Insulated Transmission Line) segment is entering a long-term growth cycle, with companies like China XD Electric and Pinggao Electric expected to benefit from the Yarlung Zangbo project [3]. Investment Recommendations - The report recommends focusing on the hydropower equipment and high-voltage equipment supply chains, specifically mentioning companies like Dongfang Electric, Shanghai Electric, and State Grid NARI [3]. - It also suggests monitoring the AIDC industry chain, including companies like Megmeet and Jinpan Technology [3].

博云新材开盘价7.910，收盘报8.700元，当日涨9.99%，当日最高价为8.700元，最低价为7.870元，成交量 91.3006万手。 易普力开盘价14.100，收盘报14.100元，当日涨9.98%，当日最高价为14.100元，最低价为14.100元，成交 量7.3411万手。 山河智能开盘价8.310，收盘报8.820元，当日涨9.98%，当日最高价为8.820元，最低价为8.280元，成交量 96.7465万手。 浙江建投开盘价9.210，收盘报9.620元，当日涨6.65%，当日最高价为9.920元，最低价为9.120元，成交量 79.8714万手。 长高电新开盘价7.450，收盘报7.680元，当日涨6.37%，当日最高价为7.830元，最低价为7.350元，成交量 77.9409万手。 湘股7月21日跌幅TOP5 长沙晚报掌上长沙7月21日讯 截至7月21日收盘：沪指涨0.72%，报3559.7912点；深证成指涨0.86%，报 11007.487点。 启迪药业开盘价12.430，收盘报12.120元，当日跌-2.96%，当日最高价为12.540元，最低价为12.050元，成 交量17.35 ...

证券代码：002452 证券简称：长高电新 公告编号：2025-32 长高电新科技股份公司 关于 2024 年员工持股计划锁定期届满及第一个归属期 权益归属的提示性公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 长高电新科技股份公司（以下称"公司"）于 2024 年 4 月 29 日召开第六届董 事会第十二次会议、第六届监事会第十一次会议，于 2024 年 5 月 24 日召开的 2024 年第二次临时股东大会审议通过了《关于<公司 2024 年员工持股计划（草 案）>及其摘要的议案》《关于<公司 2024 年员工持股计划管理办法>的议案》 等相关议案，同意公司实施 2024 年员工持股计划（以下简称"员工持股计划"）。 本次员工持股计划锁定期于 2025 年 7 月 16 日届满，根据《关于上市公司实施员 工持股计划试点的指导意见》和《深圳证券交易所上市公司自律监管指引第 1 号 ——主板上市公司规范运作》的要求，现将公司本次员工持股计划锁定期届满及 第一个归属期权益归属情况公告如下： 一、本次员工持股计划的基本情况 公司于2024年5月24日召开的202 ...

Key Points - Zhongsheng Gaoke is planning a change in company control, with a potential transfer of 22.35% of shares at a valuation of 2.5 billion yuan, leading to a stock suspension starting July 16, 2025 [3][4] - Yanshan Technology's subsidiary is participating in a partnership to invest 41.64 million yuan in a fund that will ultimately invest in Bytedance Ltd [5] - Sanyuan Bio received an initial ruling of a 450.64% anti-dumping duty from the US Department of Commerce on erythritol, prompting a shift in sales strategy towards domestic markets [6] - Chutianlong is exploring digital currency projects but faces risks related to new technology development and commercial application [7] - Bertley is establishing a partnership to invest in humanoid robots and other emerging sectors, committing 198 million yuan [8] - China Merchants Highway's chairman resigned due to reaching retirement age [9] - Tibet Summit's controlling shareholder is under investigation for information disclosure violations, but it will not affect the company's operations [10][11] - ST Weir plans to acquire 51% of Zijiang New Materials for 546 million yuan, entering the lithium battery materials sector [12] - ST Yazhen's stock will be suspended for three days due to abnormal trading fluctuations [13] - Dahua Technology's subsidiary is shifting its listing to the Hong Kong Stock Exchange [14] Performance Forecasts - Zhongji Xuchuang expects a net profit increase of 52.64% to 86.57% for the first half of 2025, driven by strong demand for high-end optical modules [15] - Juchip Technology anticipates a 122.28% increase in net profit for the same period, benefiting from successful AI audio chip promotions [16] - Sitwei forecasts a net profit growth of 140% to 180%, with significant revenue increases from smartphone collaborations [17] - Tianyu Co. expects a net profit increase of 144.29% to 238.25%, aided by improved product structure and market strategies [18] - Jinli Yongci predicts a net profit growth of 151% to 180%, focusing on renewable energy and related sectors [19] - Blue Ocean Huaten expects a net profit increase of 152.76% to 190.68%, driven by growth in the new energy heavy truck market [20] - Maiqu'er anticipates a turnaround with a net profit of 1.4 million to 2 million yuan, compared to a loss in the previous year [21] - China Galaxy expects a net profit increase of 45% to 55%, with growth across various business segments [23] - Baicheng Pharmaceutical forecasts a significant decline in net profit, down 95.53% to 100% [24] Major Contracts - Jincheng signed a contract worth approximately 52.98 million USD for underground mining operations in the Democratic Republic of Congo [25] - ST Yundong entered a strategic cooperation agreement for drone development and investment with two companies [26] - Changgao Electric New's subsidiary won contracts totaling 445 million yuan from the State Grid [27] Shareholding Changes - Angli Education plans to reduce its repurchased shares by up to 573.1 million shares [28][29] - Lingzhi Software's shareholders plan to collectively reduce their holdings by up to 2.11% [30] - Founder Technology's major shareholder intends to reduce its stake by up to 2.27% [31] - Zhongfu Shenying's shareholder plans to reduce its stake by up to 1% [32] - Hangzhou Bank's shareholder intends to reduce its stake by up to 0.7% [33] - Haoyun Technology's chairman plans to reduce his stake by up to 400,000 shares [34] Financing Activities - Yuanwang Valley plans to raise up to 300 million yuan through a private placement for RFID production line projects and working capital [35]