（文章来源：每日经济新闻） 每经AI快讯，9月11日，液冷服务器概念日内持续拉升，工业富联触及涨停，续创历史新高，总市值超 1.17万亿元，此前淳中科技3连板，奕东电子、方盛股份、杰创智能涨超10%，曙光数创、科士达、润 禾材料、大元泵业等涨幅靠前。 ...

Core Viewpoint - The company is optimistic about the growth prospects of its "data center + new energy" business segments, expecting both to show growth by the first half of 2025 [1] Group 1: Data Center Business - The data center business is considered the company's core area, benefiting from a new wave of infrastructure investment in the industry [1] - The company is seizing opportunities in the data center sector, which is experiencing significant growth [1] Group 2: New Energy Business - The new energy segment is viewed as having substantial earnings elasticity, with a recovery in demand from the European energy storage market and a boost from emerging markets [1] - The new energy business has returned to a growth trajectory, indicating positive performance outlook [1] Group 3: Industry Outlook - The company holds a positive long-term outlook for the industries it operates in, reflecting confidence in mid to long-term development trends [1]

9月10日，科士达盘中上涨2.14%，截至09:58，报34.77元/股，成交1.47亿元，换手率0.76%，总市值 202.44亿元。 资金流向方面，主力资金净流入587.46万元，特大单买入421.50万元，占比2.87%，卖出1197.12万元， 占比8.14%；大单买入3328.54万元，占比22.63%，卖出1965.45万元，占比13.36%。 科士达今年以来股价涨55.92%，近5个交易日涨1.99%，近20日涨28.21%，近60日涨59.57%。 今年以来科士达已经2次登上龙虎榜，最近一次登上龙虎榜为9月8日，当日龙虎榜净买入-7739.95万 元；买入总计1.85亿元 ，占总成交额比17.47%；卖出总计2.62亿元 ，占总成交额比24.78%。 科士达所属申万行业为：电力设备-其他电源设备Ⅱ-其他电源设备Ⅲ。所属概念板块包括：液冷概念、 充电桩、快充概念、比亚迪概念、IDC概念（数据中心）等。 截至8月31日，科士达股东户数5.20万，较上期减少24.64%；人均流通股10868股，较上期增加32.69%。 2025年1月-6月，科士达实现营业收入21.63亿元，同比增长14.35%；归 ...

科士达今日下跌6.66%，全天换手率5.43%，成交额10.59亿元，振幅7.64%。龙虎榜数据显示，机构净卖 出6172.95万元，深股通净买入31.26万元，营业部席位合计净卖出1598.26万元。 深交所公开信息显示，当日该股因日跌幅偏离值达-7.56%上榜，机构专用席位净卖出6172.95万元，深 股通净买入31.26万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交4.47亿元，其中，买入成交额为1.85亿 元，卖出成交额为2.62亿元，合计净卖出7739.95万元。 融资融券数据显示，该股最新（9月5日）两融余额为4.27亿元，其中，融资余额为4.26亿元，融券余额 为122.68万元。近5日融资余额合计减少1.24亿元，降幅为22.53%，融券余额合计减少26.06万元，降幅 17.52%。 机构评级来看，近5日共有2家机构评级买入。预计目标价最高的是华泰证券，9月4日华泰证券发布的研 报给予公司目标价位40.28元。（数据宝） 科士达9月8日交易公开信息 | 买/卖 | | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | - ...

从资金流向上来看，当日其他电源设备板块主力资金净流出2.87亿元，游资资金净流入1.08亿元，散户资 金净流入1.8亿元。其他电源设备板块个股资金流向见下表： 证券之星消息，9月8日其他电源设备板块较上一交易日下跌0.56%，科士达领跌。当日上证指数报收于 3826.84，上涨0.38%。深证成指报收于12666.84，上涨0.61%。其他电源设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301590 | 优优绿能 | 201.05 | 8.38% | 3.24万 | | 6.63亿 | | 300491 | 通合科技 | 40.16 | 7.84% | 25.07万 | | 10.00亿 | | 688719 | 爱科赛博 | 41.05 | 7.18% | 5.81万 | | 2.29亿 | | 002364 | 中恒电气 | 26.73 | 6.11% | 107.94万 | | 28.27亿 | | 002630 | ST华西 | 3.18 | ...

科士达今日跌6.66%，成交额10.59亿元，换手率5.43%，盘后龙虎榜数据显示，深股通专用席位买入 9666.59万元并卖出9635.33万元，2家机构专用席位净买入5127.45万元，有3家机构专用席位净卖出1.13 亿元。 ...

Group 1 - The company Keda stated on September 5 that as of August 31, 2025, the number of shareholders is expected to be approximately 52,000 [2]

Market Performance - The other power equipment sector increased by 4.22% on September 5, with Haidao Sichuang leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Stock Highlights - Haidao Sichuang (688411) closed at 180.20, with a rise of 14.92% and a trading volume of 71,200 shares, amounting to 1.218 billion yuan [1] - Xizi Clean Energy (002534) saw a 10.01% increase, closing at 14.07 with a trading volume of 287,500 shares [1] - Zhongheng Electric (002364) and Kehua Data (002335) both rose by 10.00%, closing at 25.19 and 55.00 respectively [1] Capital Flow - The other power equipment sector experienced a net inflow of 1.119 billion yuan from main funds, while retail investors saw a net outflow of 888.7 million yuan [2] - The main funds showed significant net inflows in stocks like Kehua Data (1.92 million yuan) and Zhongheng Electric (1.72 million yuan) [3] Individual Stock Performance - Kehua Data (002335) had a main fund net inflow of 1.92 million yuan, but retail investors had a net outflow of 94.98 million yuan [3] - Zhongheng Electric (002364) also saw a main fund net inflow of 1.72 million yuan, with retail investors experiencing a net outflow of 74.10 million yuan [3] - Haidao Sichuang (688411) had a main fund net inflow of 7.09 million yuan, while retail investors faced a net outflow of 35.87 million yuan [3]

Group 1: Company Overview - Shenzhen Keda Technology Co., Ltd. has a balanced business development strategy, with domestic and overseas operations each accounting for approximately 50% of the business [2] - Domestic operations focus on self-owned brands, serving sectors such as finance, telecommunications, internet, government, transportation, and healthcare, with rapid growth in telecommunications and internet clients in the past two years [2] - Overseas operations primarily utilize ODM models, serving global power equipment brands and regional distributors, with significant growth in recent years [2] Group 2: Product Development and Trends - Current data center power products include UPS and HVDC, which are increasingly required to meet higher standards of stability, efficiency, and cost-effectiveness [3] - UPS products are evolving from low power to high power, with single-unit capacities reaching megawatt levels [3] - HVDC products are transitioning from medium and low voltage to high voltage versions, with iterations up to ±400V and 800V to accommodate larger load applications [3] Group 3: Capacity and Financial Status - The company currently has sufficient production capacity and a well-reserved industrial park, with flexible production processes that allow for quick adaptation and switching of capacities [3] - The company maintains a healthy cash flow and financial status, with no major capital expenditure plans or immediate financing needs [3] - The company emphasizes strict adherence to information disclosure regulations, ensuring the accuracy and completeness of disclosed information [3]

Core Viewpoint - The wind power industry experienced significant growth in installed capacity in the first half of 2025, driven by a surge in demand, although profitability varied across different segments of the industry [1][2]. Summary by Sections Industry Performance - In the first half of 2025, the national wind power newly installed capacity reached 51.39 GW, a year-on-year increase of 98.9%, with onshore wind accounting for 48.90 GW and offshore wind for 2.49 GW [1]. - Despite strong revenue growth for many wind power companies, there was a notable divergence in performance across different segments, with wind turbine manufacturers seeing revenue increases but not corresponding profit growth [1][5]. Financial Results of Wind Turbine Manufacturers - Six major wind turbine manufacturers reported total revenues of 716.04 billion yuan, a significant increase, but net profits were only 15.99 billion yuan, indicating a stark performance disparity among companies [2]. - Goldwind Technology, as a leading turbine manufacturer, reported revenues of 285.37 billion yuan, up 41.26%, and net profits of 14.88 billion yuan, up 7.26% [2]. Component Manufacturers' Performance - In contrast to turbine manufacturers, most wind power component companies reported strong performance, benefiting from high demand and price increases [5]. - New Strong Union, a bearing manufacturer, achieved a revenue of 22.10 billion yuan, a year-on-year increase of 108.98%, and a net profit of 4.00 billion yuan, up 496.60% [5]. - Other component manufacturers like Haigang Co., Tongyu Heavy Industry, and Jinlei Co. also saw significant profit increases [5]. Market Trends and Future Outlook - The average bidding price for onshore wind turbines hit a low in early 2024 but began to recover, with the average price for the first half of 2025 at 1,496 yuan/kW, an 8% increase year-on-year [8]. - Companies like Sany Heavy Energy expect a noticeable improvement in profit margins due to rising bidding prices and a strong order backlog [9]. - As of June 30, 2025, Goldwind reported an order backlog of 51.81 GW, a 45.58% increase year-on-year, indicating robust future demand [9][10].