| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002851 | 麦格米特 | 83.41 | -3.97% | 43.82万 | 36.36亿 | | 002630 | ST华西 | 3.25 | -3.27% | 73.37万 | 2.41亿 | | 300870 | 欧陆通 | 221.45 | -2.97% | 0 6.45万 | 14.21亿 | | 600482 | 中国动力 | 21.79 | -1.89% | 1 20.69万 | 4.52 乙 | | 002227 | 熨特迅 | 13.60 | -1.73% | 8.64万 | 1.17亿 | | 600405 | 动力源 | 6.82 | -1.73% | 33.72万 | 2.30亿 | | 600875 | 东方电气 | 19.14 | -1.59% | 26.26万 | 5.03亿 | | 002366 | 融发核电 | 7.96 | -1.49% | 151.51万 | 12.10亿 | | 002335 | 科体数 ...

液冷服务器板块持续走高，润禾材料、剑桥科技、中石科技盘中创新高，龙蟠科技、银轮股份、淳中科 技涨停，大元泵业、科士达、捷邦科技、高澜股份、曙光数创跟涨。 ...

/ 科士达分析师会议 调研日期：2025年09月15日 机构调研pro小程序 DJvanbao.com 调研行业：电源设备 参与调研的机构：开源证券、民沣资本、华安证券、大启资本、 孚雅投资等 关注公众号即可体验 机构调研pro小程序~ 扫码关注 调研纪要精选公众号 时尚悉各行业顶流企业周研情况。 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究 ...

每经AI快讯，科士达（SZ 002518，收盘价：36.72元）发布公告称，2025年9月15日，科士达接受开源 证券等投资者调研，公司副总经理、董事会秘书范涛等人参与接待，并回答了投资者提出的问题。 2025年1至6月份，科士达的营业收入构成为：数据中心行业占比61.44%，新能源行业占比37.6%，其他 业务占比0.96%。 截至发稿，科士达市值为214亿元。 每经头条（nbdtoutiao）——重大突破！中国这款新药，中美官方都认定有突破性疗效！世界肺癌大会 沸腾了 （记者 曾健辉） ...

编号：2025-020 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 业绩说明会 | | | □新闻发布会 □路演活动 | | 类别 | □现场参观 | | 其他 | （投资者网上说明会） | | 参与单位名称及 | 开源证券、民沣资本、华安证券、大启资本、孚雅投资、卡比尔 | | 人员姓名 | 基金、国科龙晖、东弘资本、卓银投资 | | 时间 2025 | 年 9 月 15 日 | | 地点 | 公司会议室 | | 上市公司接待人 | 副总经理、董事会秘书：范涛先生 | | | 证券事务代表：张莉芝女士 | | 员姓名 | 证券事务专员：金玉琳女士 | | | 首先，对公司情况进行了简单介绍，然后开始投资者交流环节。 投资者提问：公司海外新能源业务的情况？ | | | 范涛先生回答：公司运用"品牌直销 + ODM"双轨运营模式，积 极开拓海外新能源市场，在欧洲、亚太及非洲等区域取得了良好 | | | 的发展成果。欧洲市场，2024 年受欧洲客户户用储能库存积压 | | | 影响，新能源业务波动影响公司整体业绩。2025 年以来，欧洲 | | 投 ...

证券日报网讯科士达9月15日在互动平台回答投资者提问时表示，截至2025年9月10日，公司股东户数约 为5.6万户。 （文章来源：证券日报） ...

Summary of Key Points Core Viewpoint - On September 11, a total of 48 target price adjustments were made by brokerages for listed companies, with notable increases in target prices for Huaron Co., Yifeng Pharmacy, and Xueda Education, reflecting significant growth potential in specialized equipment, pharmaceutical retail, and education sectors respectively [1]. Group 1: Target Price Increases - Huaron Co. received a target price increase of 63.97%, with a latest closing price of 33.22 yuan [2]. - Yifeng Pharmacy's target price increased by 58.37%, with a latest closing price of 41.46 yuan [2]. - Xueda Education saw a target price increase of 56.92%, with a latest closing price of 73.36 yuan [2]. - Other companies with notable target price increases include Suidao Co. (52.01%), Longjing Environmental Protection (46.89%), and Jiahe Meikang (45.84%) [2]. Group 2: Brokerage Recommendations - A total of 96 listed companies received brokerage recommendations on September 11, with Wanda Film, Tongkun Co., and Juhua Materials each receiving two recommendations [3]. - The companies with the highest number of brokerage recommendations include Wanda Film (closing price 11.83 yuan), Tongkun Co. (14.80 yuan), and Juhua Materials (68.50 yuan) [4]. Group 3: Rating Adjustments - Two companies, Aerospace Intelligent Equipment and Keda Technology, had their ratings upgraded from "Hold" to "Strong Buy" by China Merchants Securities [5]. - Longspring High-tech had its rating downgraded from "Buy" to "Hold" by Caitong Securities [6]. Group 4: First Coverage - On September 11, 12 companies received initial coverage from brokerages, including Yonghui Supermarket (rated "Hold"), Yontai Technology (rated "Buy"), and Zhongce Rubber (rated "Buy") [7].

9月11日，科士达涨5.54%，截至发稿，报36.39元/股，成交3.63亿元，换手率1.81%，总市值211.87亿 元。 国融融银A（006009）基金经理为周德生、贾雨璇。 截至发稿，周德生累计任职时间5年186天，现任基金资产总规模12.26亿元，任职期间最佳基金回报 52.02%， 任职期间最差基金回报-46.21%。 贾雨璇累计任职时间3年313天，现任基金资产总规模5.39亿元，任职期间最佳基金回报5.37%， 任职期 间最差基金回报-55.4%。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，国融基金旗下1只基金重仓科士达。国融融银A（006009）二季度持有股数8.02万股，占基金 净值比例为2.1%，位居第十大重仓股。根据测算，今日浮盈赚取约15.32万元。 国融融银A（006009）成立日期2018年6月7日，最新规模777.89万。今年以来亏损4.5%，同类排名 8129/8175；近一年收益20.32%，同类排名5901/7982；成立以来亏损58.04%。 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、 ...

Investment Rating - The report maintains a "Strong Buy" rating for the company with a target price corresponding to a PE of 34.7X and 26.6X for 2025 and 2026 respectively [2][4]. Core Views - The company has entered an operational turning point, driven by the dual engines of data centers and household energy storage, with an upward trend expected. As a leading player in the domestic data center market, the company is set to benefit directly from the global expansion of intelligent computing capital expenditures. Although the solar storage business faces revenue pressure due to reliance on major clients and an industry downturn in 2024, a gradual recovery is anticipated as the market rebounds [1][6]. Financial Data and Valuation - Total revenue for 2023 is projected at 5,440 million, with a year-on-year growth of 24%. However, a decline of 24% is expected in 2024, followed by a recovery with growth rates of 16%, 21%, and 20% in 2025, 2026, and 2027 respectively [3][21]. - Operating profit is expected to be 1,018 million in 2023, with a significant drop to 469 million in 2024, before recovering to 690 million in 2025 and reaching 1,035 million by 2027 [3][21]. - The net profit attributable to the parent company is forecasted to be 845 million in 2023, declining to 394 million in 2024, and then recovering to 579 million in 2025, with further growth to 869 million by 2027 [3][21]. - The company’s earnings per share (EPS) is projected to be 1.45 in 2023, dropping to 0.68 in 2024, and then increasing to 0.99 in 2025 [3][22]. Business Performance - In the first half of 2025, the company reported revenue of 2,163 million, a year-on-year increase of 14.35%, with a net profit of 255 million, up 16.49% year-on-year. The gross profit margin was 28.99%, reflecting a decrease of 3.01 percentage points [6][9]. - The data center business generated revenue of 1,329 million in the first half of 2025, with a year-on-year growth of 7.89%. The gross margin for this segment was 33.26% [6][9]. - The renewable energy business achieved revenue of 813 million in the first half of 2025, marking a year-on-year increase of 26.38%, although it faced short-term fluctuations due to inventory issues with European clients [6][9]. Market Position and Strategy - The company has established itself as a key supplier for major internet clients such as ByteDance, Alibaba, and JD.com, indicating strong market positioning [6][9]. - The introduction of integrated cooling solutions for high-density scenarios, such as the AquaCube series, highlights the company's innovation in addressing market needs [6][9]. - The company is accelerating its overseas expansion, particularly in the UPS market, which is expected to enhance its prospects in the HVDC segment [6][9].

Group 1 - The Zhongzheng Photovoltaic Industry Index (931151) has shown a strong increase of 2.50% as of September 11, 2025, with significant gains in constituent stocks such as Juhe Materials (688503) up by 11.56% and Kehua Data (002335) up by 10.01% [2] - The Photovoltaic ETF Fund (516180) has risen by 1.80%, with the latest price reported at 0.74 yuan, and has accumulated a weekly increase of 4.78% as of September 10, 2025, ranking 3rd among comparable funds [2] - The Zhongzheng Photovoltaic Industry Index selects up to 50 representative listed companies from the photovoltaic industry chain to reflect the overall performance of these securities [2] Group 2 - As of August 29, 2025, the top ten weighted stocks in the Zhongzheng Photovoltaic Industry Index include Yangguang Electric (300274), Longi Green Energy (601012), and TCL Technology (000100), collectively accounting for 56.14% of the index [3] - The weight and performance of the top stocks are as follows: Yangguang Electric at 10.51% with a rise of 4.61%, Longi Green Energy at 9.97% with a slight increase of 0.17%, and TCL Technology at 9.42% with a rise of 1.37% [5]