Market Performance - The electric motor sector increased by 0.99% compared to the previous trading day, with Kangping Technology leading the gains [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] Stock Performance - Kangping Technology (300907) closed at 40.90, with a rise of 7.49% and a trading volume of 91,400 shares, amounting to a transaction value of 366 million yuan [1] - Other notable performers include Zhaowei Electric (003021) with a 3.11% increase, closing at 125.56, and Xiangdian Co. (600416) with a 1.82% increase, closing at 16.74 [1] Fund Flow Analysis - The electric motor sector experienced a net outflow of 531 million yuan from institutional investors, while retail investors saw a net inflow of 584 million yuan [2] - The detailed fund flow for specific stocks shows that Kangping Technology had a net inflow of 33.45 million yuan from institutional investors, while Xiangdian Co. had a net outflow of 53.06 million yuan [3]

沪指8月20日上涨1.04%，申万所属行业中，今日上涨的有30个，涨幅居前的行业为美容护理、石油石 化，涨幅分别为2.42%、2.36%。电力设备行业今日上涨0.46%。跌幅居前的行业为医药生物，跌幅分别 为0.07%。 资金面上看，两市主力资金全天净流出302.29亿元，今日有10个行业主力资金净流入，电子行业主力资 金净流入规模居首，该行业今日上涨2.32%，全天净流入资金55.22亿元，其次是食品饮料行业，日涨幅 为1.39%，净流入资金为24.94亿元。 主力资金净流出的行业有21个，计算机行业主力资金净流出规模居首，全天净流出资金96.75亿元，其 次是医药生物行业，净流出资金为80.96亿元，净流出资金较多的还有电力设备、机械设备、家用电器 等行业。 电力设备行业今日上涨0.46%，全天主力资金净流出43.63亿元，该行业所属的个股共361只，今日上涨 的有241只，涨停的有6只；下跌的有108只，跌停的有1只。以资金流向数据进行统计，该行业资金净流 入的个股有145只，其中，净流入资金超亿元的有6只，净流入资金居首的是联泓新科，今日净流入资金 2.02亿元，紧随其后的是科泰电源（维权）、凯中精密 ...

Market Performance - The electric motor sector increased by 0.96% compared to the previous trading day, with Kaizhong Precision leading the gains [1] - The Shanghai Composite Index closed at 3766.21, up 1.04%, while the Shenzhen Component Index closed at 11926.74, up 0.89% [1] Top Gainers in Electric Motor Sector - Kaizhong Precision (002823) closed at 18.90, up 10.01% with a trading volume of 364,400 shares and a transaction value of 647 million [1] - Tongda Power (002576) closed at 21.04, up 9.98% with a trading volume of 116,000 shares [1] - Weiguang Co. (002801) closed at 40.18, up 4.15% with a trading volume of 86,300 shares [1] Market Capitalization and Trading Volume - Wolong Electric Drive (600580) closed at 35.10, up 3.24% with a trading volume of 3,194,000 shares, totaling 11.31 billion in transaction value [1] - Huari Co. (300626) closed at 12.06, up 1.01% with a trading volume of 46,700 shares [1] Fund Flow Analysis - The electric motor sector experienced a net outflow of 444 million from institutional investors, while retail investors saw a net inflow of 540 million [2] - The top net inflow among retail investors was in Kaizhong Precision, with a net inflow of 1.40 billion [3] Notable Decliners - Huayang Intelligent (301502) closed at 59.99, down 7.52% with a trading volume of 57,400 shares [2] - Xiangming Intelligent (301226) closed at 39.01, down 5.77% with a trading volume of 97,100 shares [2]

Group 1 - The Science and Technology Innovation 50 Index rose over 3%, reaching a new high for the year, driven by a collective surge in chip stocks [1] - Companies such as Jimin Health, Hanzhong Precision Machinery, and Kesen Technology have seen consecutive trading gains, with Jimin Health achieving a five-day streak [1] - The AI server market is dominated by Inspur Information, which holds over 50% market share in China and has reported a 64.39% year-on-year increase in net profit for the first quarter [1] Group 2 - The domestic leading companies are making significant advancements, with Nvidia reportedly developing an AI chip specifically for the Chinese market [3] - Companies like Fullchai Power and Yuanlin Co. have also seen consecutive trading gains, indicating strong market performance [3] - The company Guangxin Technology is a leader in optical modules and has partnered with Cisco to launch a 1.6T silicon optical module [3] Group 3 - The domestic automotive sector is witnessing significant developments, with China FAW planning to acquire approximately 10% of Leap Motor [6] - Companies like Mould Technology and Shentong Express are also making strides, with Mould Technology providing components for new energy vehicles [6] - The automotive thermal management sector is led by companies like Hanzhong Precision Machinery, which specializes in compressors and refrigeration products [8] Group 4 - The pharmaceutical industry is seeing a surge in domestic innovative drugs going global, with Tianmu Pharmaceutical being the first listed company in traditional Chinese medicine [7] - Companies like Huahai Pharmaceutical are advancing in the development of innovative drugs, with over 20 projects currently in research [7] - The automotive passive safety system sector is represented by companies like Songyuan Safety, which reported a 30.85% year-on-year increase in net profit [7]

Market Overview - The electric motor sector increased by 3.62% on the previous trading day, with Xiangming Intelligent leading the gains [1] - The Shanghai Composite Index closed at 3728.03, up 0.85%, while the Shenzhen Component Index closed at 11835.57, up 1.73% [1] Top Performers - Xiangming Intelligent (301226) closed at 40.24, up 20.01% with a trading volume of 142,400 shares and a transaction value of 536 million [1] - Kaizhong Precision (002823) closed at 17.46, up 10.02% with a trading volume of 222,300 shares and a transaction value of 373 million [1] - Dibai Electric (603320) closed at 21.38, up 9.98% with a trading volume of 47,600 shares and a transaction value of approximately 98.51 million [1] Other Notable Stocks - Wolong Electric Drive (600580) closed at 32.80, up 7.97% with a trading volume of 3,490,400 shares and a transaction value of 11.25 billion [1] - Weiguang Co., Ltd. (002801) closed at 38.94, up 4.87% with a trading volume of 119,100 shares and a transaction value of 461 million [1] - Dayang Electric (002249) closed at 8.38, up 4.75% with a trading volume of 2,853,000 shares and a transaction value of 2.32 billion [1] Fund Flow Analysis - The electric motor sector experienced a net outflow of 1.623 billion from institutional investors, while retail investors saw a net inflow of 1.297 billion [2] - The top net inflows from retail investors were observed in Dayang Electric (002249) with 1.367 million and Kaizhong Precision (002823) with 90.62 million [3] - Conversely, significant net outflows from institutional investors were noted in Kaizhong Precision (002823) with 47.91 million and Xiangming Intelligent (301226) with 55.63 million [3]

一、行情 8月15日，SOFC（固体氧化物电池）概念股迎来反弹。佛燃能源涨停，壹石通盘中涨超10%，三环集团、大洋电机、雄韬股份、蜀道装备、凯中精密小幅跟 涨。 二、事件：海外龙头企业订单落地，推动行业站上风口 1）7月24日，美国SOFC龙头企业Bloom Energy宣布与甲骨文公司开展合作，将为其在美国的部分数据中心部署现场燃料电池系统，并承诺在90天内为甲骨 文的第一个数据中心供电。 7月30日，Bloom Energy公布25Q2业绩，二季度公司实现收入4.0亿美元，同比增长20%，毛利率28.2%，同比增长6.5%，净利润-4219万美元，同比减亏 31%。 当地时间8月14日，Bloom Energy收涨2.34%，创下收盘价历史新高，近16个交易日累计涨幅超67%。 2）新加坡首个氢能数据中心采用SOFC燃料电池技术，该项目整合了100%可再生能源、基于固体氧化物燃料电池（SOFC）的氢发电技术以及尖端的混合冷 却技术。（氢能源与燃料电池） 三、机构解读 1）SOFC具有能源转化效率高、燃料适应性广等优势，在长时储能场景、分布式离网供电及热电联供市场领域有着广泛应用，在各类数据中心、移动终端 ...

凯中精密是一家专注于核心精密零组件研发、设计、制造及销售的高新技术企业。资料显示，凯中精密 聚焦新能源汽车三电、智能驾驶、汽车轻量化等领域，拥有戴姆勒、丰田汽车、德国博世、日本电装、 采埃孚、马勒、法雷奥等全球知名整车及零部件客户。 8月13日晚间，凯中精密发布的公告显示，审议通过《关于在泰国投资设立子公司并新建生产基地的议 案》，为落实海外连接器等精密零组件业务的战略规划布局，公司拟在泰国投资设立子公司并新建生产 基地，投资金额不超过2.5亿元人民币（或等值其他货币），包括但不限于购买土地、购建固定资产等 相关事项，实际投资金额以中国及当地主管部门批准金额为准。 长江商报消息 ●长江商报记者 黄聪 境外营收占据半壁江山的凯中精密（002823.SZ），拟进一步推进海外布局。 8月13日晚间，凯中精密发布的公告显示，为落实海外连接器等精密零组件业务的战略规划布局，公司 拟在泰国投资设立子公司并新建生产基地，投资金额不超过2.5亿元人民币（或等值其他货币）。 数据显示，2024年，凯中精密境外营业收入达15.92亿元，占比达52.19%，成为公司重要的业绩支撑。 近年来，凯中精密业绩持续向好。2025年上半年， ...

重要公告： 哈铁科技：上半年净利润同比增长55.61%拟10派0.3元 哈投股份：上半年净利润3.8亿元同比增长233.08% 广汽集团：广汽埃安拟6亿元增资华望汽车 腾达科技：上半年净利润3932.83万元同比下降1.57% 宝丽迪：上半年净利润6381.46万元同比增长15.19% 沪市重要公告 光格科技：股东叶玄羲拟减持公司不超2%股份 光格科技（688450）公告，公司持股9.27%的股东叶玄羲拟通过大宗交易方式，减持公司股份不超过 132万股，不超过公司股份总数的2%。 哈铁科技：上半年净利润同比增长55.61%拟10派0.3元 哈铁科技（688459）发布2025年半年报，上半年实现营业收入3.35亿元，同比增长22.54%；归母净利润 3349.65万元，同比增长55.61%。公司拟每10股派发现金红利0.3元（含税）。 屹唐股份：起诉应用材料公司侵犯商业秘密 屹唐股份（688729）公告，公司认为应用材料公司（APPLIEDMATERIALS，INC.）非法获取并使用了 公司的等离子体源及晶圆表面处理相关的核心技术秘密，并在中国境内以申请专利的方式披露了该技术 秘密，且将该专利申请权据为己有， ...

（文章来源：证券日报） 证券日报网讯 8月13日晚间，凯中精密发布公告称，公司第五届董事会第八次会议审议通过了《关于修 订的议案》等多项议案。 ...

凯中精密表示，本次对外投资符合公司战略规划，有利于进一步推进海外布局，有利于满足客户本地化 运营和配套服务需求，开拓海外市场，更加灵活应对宏观环境影响，提升公司综合竞争能力及整体抗风 险能力，符合公司长期发展战略和投资方向。 凯中精密（002823）8月13日晚间公告，为落实海外连接器等精密零组件业务的战略规划布局，公司拟 在泰国投资设立子公司并新建生产基地，投资金额不超过2.5亿元人民币。 凯中精密在此前举行的业绩说明会上表示，公司聚焦新能源汽车三电、智能驾驶及汽车轻量化领域，持 续研发投入，持续获得行业知名新、老客户定点项目。受益于新能源汽车行业蓬勃发展，公司新能源汽 车零组件销售收入增长，核心客户定点项目陆续转量产。 凯中精密强调，本次对外投资的资金来源于公司自有资金和自筹资金。不会对公司财务状况和经营情况 产生重大影响，不存在损害公司及股东利益的情形。 近年来，凯中精密在巩固换向器龙头地位的同时，重点发展核心精密零组件新产品业务，产品广泛应用 于新能源汽车电池系统、驱动电机和电控系统。凯中精密表示，2025年公司将继续聚焦新能源汽车、智 能驾驶等高增长赛道，深化全球客户合作，强化核心技术竞争力。 凯中 ...