12月29日，大连电瓷跌0.89%，成交额5316.75万元。两融数据显示，当日大连电瓷获融资买入额452.19 万元，融资偿还598.03万元，融资净买入-145.84万元。截至12月29日，大连电瓷融资融券余额合计1.62 亿元。 融资方面，大连电瓷当日融资买入452.19万元。当前融资余额1.62亿元，占流通市值的4.14%，融资余 额低于近一年10%分位水平，处于低位。 融券方面，大连电瓷12月29日融券偿还200.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量8400.00股，融券余额7.48万元，超过近一年90%分位水平，处于高位。 机构持仓方面，截止2025年9月30日，大连电瓷十大流通股东中，国金自主创新A（010615）位居第九 大流通股东，持股125.21万股，持股数量较上期不变。 责任编辑：小浪快报 截至12月10日，大连电瓷股东户数3.27万，较上期增加0.93%；人均流通股12883股，较上期减少 0.92%。2025年1月-9月，大连电瓷实现营业收入11.01亿元，同比增长5.98%；归母净利润1.15亿元，同 比减少25.82%。 分红方面，大连电瓷 ...

Investment Rating - The report maintains an "Overweight" rating for the electric power equipment and new energy industry [2] Core Insights - The demand for grid equipment is expected to increase due to domestic and international resonance, driven by significant investments in smart grids, west-to-east power transmission, and urban-rural grid upgrades [2][4] - The cumulative investment in national grid projects reached 560.4 billion yuan from January to November 2025, reflecting a year-on-year increase of 5.9% [4][38] - The export value of domestic transformers reached 8.08 billion USD from January to November 2025, marking a year-on-year growth of 35.19% [4][59] Summary by Sections Market Review - As of December 25, 2025, the electric power equipment industry rose by 2.10% over the past two weeks, outperforming the CSI 300 index by 0.11 percentage points [11] - The wind power equipment sector increased by 4.37%, while the photovoltaic equipment sector rose by 1.59% [11][19] Valuation and Industry Data - The PE (TTM) ratio for the electric power equipment sector is 33.43 times, with sub-sectors like motors at 59.57 times and photovoltaic equipment at 30.07 times [4][24] - The report highlights that the demand for high-efficiency, energy-saving, and environmentally friendly transformers will dominate the future market [4][46] Industry News - The rapid development of artificial intelligence in the U.S. is driving the construction of large-scale data centers, which require high-performance transformers for stable and efficient power supply [4][56] - The report suggests focusing on leading new energy companies with technological and scale advantages [4][60]

宏盛华源是国内输电线路铁塔制造行业的"国家队"，主要从事输电线路铁塔的研发、生产和销售，主要 产品为全系列电压等级的输电线路铁塔，包括角钢塔、钢管塔、钢管杆、变电构支架及通信塔、钢构 件、热浸镀锌防腐业务。 从经营业绩看，宏盛华源前三季度营业收入73.43亿元，同比下降3.10%；归母净利润2.83亿元，同比增 长58.54%。第三季度实现营业收入24.38亿元，同比下降0.09%；归母净利润8463.55万元，同比增长 9.27%。 来源：证券时报 证券时报记者 曹晨 12月25日晚间，宏盛华源（601096）公告，国家电网有限公司发布了《国家电网有限公司2025年第八十 八批采购（输变电项目第六次线路装置性材料招标采购）推荐的中标候选人公示》《国家电网有限公司 2025年第八十九批采购（输变电项目第二次35—330千伏材料协议库存招标采购）推荐的中标候选人公 示》。公司下属子公司合计预中标27个标包，预中标金额约5.69亿元，约占公司2024年营业收入的 5.61%。 对此，宏盛华源表示，上述项目中标后，其合同的签订和履行对公司经营业绩具有积极影响，项目的中 标不影响公司业务的独立性，不会因履约合同而对合 ...

Group 1 - Guangdong Construction signed an EPC contract worth 416 million yuan, with a total construction area of 99,595.6 square meters and a construction period of 640 calendar days [1] - Hekang New Energy's subsidiary received a government subsidy of 6 million yuan, accounting for 58.27% of the company's latest audited net profit attributable to shareholders [2] - Jinbei Automotive signed a memorandum of understanding with E-Works to establish a research and development center for electric light commercial vehicles [3] Group 2 - Hongsheng Huayuan is expected to win approximately 569 million yuan in procurement projects from the State Grid, which represents about 5.61% of the company's projected revenue for 2024 [4] - Zhongding Co. plans to establish a joint venture for humanoid robot manufacturing with a registered capital of 50 million yuan [5] - Kede CNC's new factory in Shenyang is expected to achieve an annual production capacity of about 60 units [6] Group 3 - Hongbo Pharmaceutical's share transfer price is set at 25.27 yuan per share [7] - ST Jinglan plans to sign a letter of intent for the acquisition of Xinlian Environmental Technology Co., enhancing its core technology competitiveness [8][9] - Hato Co. announced the resignation of its general manager due to job relocation [10] Group 4 - Meibang Co. plans to apply for a new bank credit line of up to 160 million yuan [11] - Southern Media's general manager resigned due to job relocation [12] - Dalian Electric Porcelain's subsidiary is expected to win procurement projects from the State Grid worth approximately 70.7 million yuan [13] Group 5 - Sinopharm Modern's subsidiary received a drug registration certificate for a new medication [14] - ST Meigu plans to implement a capital reserve transfer to increase share capital, leading to a one-day stock suspension [15] - Ruisheng Intelligent confirmed a transaction of 152 million yuan for domestic computing equipment procurement [16] Group 6 - Jinguang Electric won three procurement packages from the State Grid, totaling 37.43 million yuan [17] - Guangju Energy increased its stake in Mawan Power to 14.42% by acquiring an 8% share for 680 million yuan [18][19] - ST Lingda announced a stock suspension due to capital reserve transfer related to its restructuring plan [20] Group 7 - Suli Co. plans to increase its investment in Suli Ningxia by 76.63 million yuan [21] - Dalian Shengya's subsidiary plans to reduce its registered capital by 32.37 million yuan [22] - Yinxin Technology received a cash dividend of 11.05 million yuan from its subsidiary [23] Group 8 - Haike New Source signed a three-year supply agreement for 270,000 tons of electrolyte materials [24] - Xinhua Medical received registration certificates for several medical devices [25] - Wantai Bio received a registration certificate for an HIV antibody testing kit [26] Group 9 - Beilu Pharmaceutical obtained a drug registration certificate for a new erectile dysfunction treatment [31] - Zhongwei Company is planning to issue shares to acquire assets, leading to a stock suspension [32] - Zhejiang Haideman plans to purchase land for strategic development, with a budget of up to 260 million yuan [33] Group 10 - Ningbo Ocean announced the resignation of its deputy general manager due to job adjustments [34] - Tongguang Cable is expected to win procurement projects from the State Grid worth over 139 million yuan [35]

转自：证券时报 人民财讯12月25日电，大连电瓷(002606)12月25日公告，全资子公司大连电瓷集团输变电材料有限公司 为国家电网有限公司2025年第八十八批采购(输变电项目第六次线路装置性材料招标采购)等采购项目推 荐中标候选人，合计预中标金额约7070万元，占公司2024年营业总收入的4.73%。 ...

格隆汇12月25日丨大连电瓷(002606.SZ)公布，国家电网有限公司通过其电子商务平台发布了"国家电网 有限公司2025年第八十八批采购（输变电项目第六次线路装置性材料招标采购）推荐的中标候选人公 示"（简称"公示一"）、"国家电网有限公司2025年第八十九批采购（输变电项目第二次35-330千伏材料 协议库存招标采购）推荐的中标候选人公示"（简称"公示二"）和"国家电网有限公司2025年第八十五批 采购（输变电项目第六次变电设备（含电缆）招标采购）推荐的中标候选人公示"（简称"公示三"）。 大连电瓷集团股份有限公司的全资子公司大连电瓷集团输变电材料有限公司为推荐中标候选人，根据上 述公示，大瓷材料预中标金额合计约7,070万元，占公司2024年经审计营业总收入的4.73%。 ...

大连电瓷（002606）(002606.SZ)发布公告，公司全资子公司大连电瓷集团输变电材料有限公司(简称"大 瓷材料")预中标国家电网多个采购项目，预中标金额合计约7070万元，占公司2024年经审计营业总收入 的4.73%。 ...

证券代码：002606 证券简称：大连电瓷 公告编号：2025-051 大连电瓷集团股份有限公司 关于国家电网预中标的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 2025 年 12 月 24 日，国家电网有限公司通过其电子商务平台发布了"国家电网 有限公司 2025 年第八十八批采购（输变电项目第六次线路装置性材料招标采购） 推荐的中标候选人公示"（以下简称"公示一"）、"国家电网有限公司 2025 年第八十 九批采购（输变电项目第二次 35-330 千伏材料协议库存招标采购）推荐的中标候 选人公示"（以下简称"公示二"）和"国家电网有限公司 2025 年第八十五批采购（输 变电项目第六次变电设备（含电缆）招标采购）推荐的中标候选人公示"（以下简 称"公示三"）。大连电瓷集团股份有限公司（以下简称"公司"）的全资子公司大连 电瓷集团输变电材料有限公司（以下简称"大瓷材料"）为推荐中标候选人，现将有 关情况提示公告如下： 根据公示三，大瓷材料为国家电网有限公司 2025 年第八十五批采购（输变电 项目第六次变电设备（含电缆）招标采购）～支柱绝缘子 ...

智通财经APP讯，大连电瓷(002606.SZ)发布公告，公司全资子公司大连电瓷集团输变电材料有限公司 (简称"大瓷材料")预中标国家电网多个采购项目，预中标金额合计约7070万元，占公司2024年经审计营 业总收入的4.73%。 ...

大连电瓷公告，全资子公司大瓷材料为国家电网有限公司2025年第八十八批采购（输变电项目第六次线 路装置性材料招标采购）～瓷绝缘子包1、包4的推荐中标候选人，预中标瓷绝缘子约10.3万片，预中标 金额合计约4700万元；为国家电网有限公司2025年第八十九批采购（输变电项目第二次35-330千伏材料 协议库存招标采购）～瓷绝缘子包3的推荐中标候选人，预中标瓷绝缘子约15000片，预中标金额约730 万元；为国家电网有限公司2025年第八十五批采购（输变电项目第六次变电设备（含电缆）招标采购） ～支柱绝缘子包3、包7的推荐中标候选人，预中标瓷支柱绝缘子约4500柱，预中标金额约1640万元。 ...