格隆汇1月30日丨通达动力(002576.SZ)在投资者互动平台表示，公司确与宝钢共建了联合实验室，相关 高性能无取向硅钢正围绕工业电机、风电、伺服电机、新能源汽车驱动电机等成熟领域推进研究并试 验。 ...

格隆汇1月30日丨通达动力(002576.SZ)在投资者互动平台表示，GE是公司重要客户之一，公司在电机铁 芯配套业务方面与他们进行长期合作。公司生产的定转子电机铁芯产品品种齐全，能够应用于不同种类 和型号的电机，但无法确定电机最终用于何种产品上。 ...

（编辑 王雪儿） 证券日报网讯 1月14日，通达动力在互动平台回答投资者提问时表示，GAMESA是公司重要客户之一， 公司在电机铁芯配套业务方面与他们进行长期合作，目前公司承接GAMESA的订单量处于正常水平。 ...

Core Viewpoint - The stock price fluctuations of Tongda Power are influenced by multiple factors including macroeconomic environment, market sentiment, industry cycles, and capital flows, indicating a high level of uncertainty [2] Company Operations - Tongda Power has confirmed that its recent production and operational activities are normal, and there have been no significant changes in its fundamentals [2] - The company adheres strictly to capital market laws and regulations, maintaining compliance and standardized operations [2] Future Focus - Tongda Power will continue to concentrate on its core business operations and aims to deliver good performance to reward its investors [2]

Core Viewpoint - Tongda Power (002576) confirmed its long-term partnership with BYD (002594) as a significant client, indicating stable order volumes in the motor core business [1] Group 1 - Tongda Power engages in a long-term collaboration with BYD, focusing on the supply of motor core components [1] - The current order volume from BYD is reported to be at a normal level, suggesting steady demand [1]

Core Insights - The article discusses the trend of decreasing shareholder accounts among companies, indicating a concentration of shares. A total of 600 companies reported their latest shareholder numbers as of January 10, with 83 companies experiencing a decline for more than three consecutive periods, and some, like Dazhongnan, seeing a drop for 12 consecutive periods [1]. Group 1: Shareholder Trends - 83 companies have seen a continuous decrease in shareholder accounts for over three periods, with Dazhongnan experiencing a 29.73% decline over 12 periods [1]. - Tongda Power has also seen a decline for 10 periods, with a total drop of 12.19%, while other companies like Guotou Fengle and Rainbow Group are also on the list of those with significant declines [1]. - The latest data shows that Hengshuai Co., Furong Technology, and Yong'an Forestry have experienced the largest declines in shareholder numbers, with decreases of 16.65%, 7.34%, and 4.29% respectively [1]. Group 2: Market Performance - Among the companies with decreasing shareholder accounts, 45 have seen their stock prices rise, while 36 have experienced declines. Notable gainers include Zhiguang Electric, Hengshuai Co., and Huarui Co., with increases of 40.75%, 29.93%, and 29.17% respectively [2]. - 22 companies, accounting for 26.51%, outperformed the Shanghai Composite Index during this period, with Zhiguang Electric, Huarui Co., and Hengshuai Co. showing relative returns of 34.64%, 24.84%, and 24.15% respectively [2]. Group 3: Institutional Interest - In the past month, 12 companies with decreasing shareholder accounts have been subject to institutional research, with Zhiguang Electric, Xingfa Group, and Hengshuai Co. being the most frequently researched, each receiving two inquiries [2]. - The companies with the highest number of institutional participants include Xingfa Group with 107 institutions, COFCO Technology with 38, and Jintian Co. with 23 [2]. Group 4: Performance Metrics - One company has already reported its preliminary earnings for the full year of 2025, with Shaanxi Guotou A showing a net profit increase of 5.70% [2].

Group 1 - The core viewpoint of the news is that Tongda Power's stock has experienced fluctuations, with a recent decline of 2.05% and a total market value of 2.833 billion yuan [1] - As of January 9, 2025, Tongda Power achieved operating revenue of 1.413 billion yuan, representing a year-on-year growth of 12.12%, and a net profit attributable to shareholders of 62.418 million yuan, which is a 41.24% increase year-on-year [2] - The company's main business revenue composition includes 77.19% from rotor and stator laminations, 8.04% from finished rotors, 7.90% from scrap sales, 5.05% from material trading, 1.48% from molds, and 0.34% from leasing [2] Group 2 - Tongda Power's stock price has decreased by 1.38% since the beginning of the year, with a 0.41% decline over the last five trading days, a 2.26% increase over the last 20 days, and a 2.33% decrease over the last 60 days [2] - The company has distributed a total of 126 million yuan in dividends since its A-share listing, with 28.5608 million yuan distributed in the last three years [3] - As of September 30, 2025, the number of shareholders in Tongda Power was 27,300, a decrease of 2.36% from the previous period, with an average of 5,945 circulating shares per person, an increase of 2.41% [2]

通达动力（002576.SZ）1月14日在投资者互动平台表示，GE是公司的重要客户之一，公司目前主要向 其供应风力发电机铁芯。公司生产的定转子电机铁芯产品品种齐全，能够应用于不同种类和型号的电 机。 每经AI快讯，有投资者在投资者互动平台提问：2025年12月初，GE航天航空已获得订单，将为美国海 军最新型的"阿利·伯克"级Flight III导弹驱逐舰提供八台LM2500船用燃气轮机发动机。这些发动机将安 装在未来的"无畏"号（DDG 145）和"罗伯特·克里"号（DDG 146）驱逐舰上。GE是公司重要客户之 一，公司在电机铁芯配套业务方面与他们进行长期合作？公司生产的定转子电机铁芯产品品种齐全，能 够应用于不同种类和型号的发动机？ （文章来源：每日经济新闻） ...

Group 1 - Company Tongda Power (002576.SZ) confirmed on January 14 that ABB is one of its important clients, and they have a long-term cooperation in the motor core matching business, with the order volume from ABB currently at a normal level [1] - ABB has received an order to deliver 95 medium-voltage frequency converters to GE Renewable Energy for the Dogger Bank offshore wind farm, which has a total capacity of 1.2GW and is scheduled for completion in 2026 [2] - ABB is also providing the largest domestic 330MVA/220kV offshore wind transformer for the Pinhai Bay Phase III project and integrated solutions for two wind installation vessels, with deliveries expected in 2026 [2]

（文章来源：每日经济新闻） 通达动力（002576.SZ）1月14日在投资者互动平台表示，维斯塔斯是公司重要客户之一，公司在电机铁 芯配套业务方面与他们进行长期合作，目前公司承接维斯塔斯的订单量处于正常水平。 每经AI快讯，有投资者在投资者互动平台提问：维斯塔斯获得西澳大利亚州沃迪风电场108MW订单， 提供18台V162-6.0MW EnVentus风机及30年运维协议。维斯塔斯在芬兰拿下OX2公司三个项目合计 277MW订单，全部采用EnVentus平台风机。维斯塔斯是公司的重要客户之一？通达动力再获维斯塔斯 百亿订单？ ...