Investment Rating - The report maintains a "Recommended" investment rating for the photovoltaic industry [1]. Core Viewpoints - The Yarlung Zangbo River downstream hydropower project, with a total investment of approximately 1.2 trillion yuan, is expected to significantly enhance electricity supply and contribute to carbon neutrality goals. The project will utilize abundant hydropower resources and promote the development of solar and wind energy in the surrounding areas [3]. - The project has an installed capacity of nearly 70 million kilowatts and an annual power generation capacity of 300 billion kilowatt-hours, which can meet the annual electricity needs of 300 million people and replace 90 million tons of standard coal, reducing carbon dioxide emissions by 300 million tons [3]. - The project is anticipated to strengthen the synergy between computing and electricity, benefiting the AIDC computing power industry chain [3]. Summary by Sections Project Overview - The Yarlung Zangbo River downstream hydropower project involves the construction of five cascade power stations and is expected to take about 10 years to complete, with production anticipated to start after 2035 [3]. - The project will enhance the utilization of "West-to-East Power Transmission" and support the national strategy of "East Data West Calculation" [3]. Investment Insights - The total investment of 1.2 trillion yuan may be adjusted upwards, with the investment in power transmission and transformation estimated to reach between 189 billion to 315 billion yuan [3]. - The report suggests that the actual investment may exceed initial estimates due to construction difficulties and uncertainties related to interest rates [3]. Beneficiaries in the Industry - The hydropower equipment supply chain is expected to benefit, with key players including Dongfang Electric, Shanghai Electric, and Harbin Electric, among others [3]. - The report highlights the stable demand for high-voltage transmission equipment and identifies major suppliers such as State Grid NARI, China XD Electric, and others as potential beneficiaries [3]. - The GIL (Gas Insulated Transmission Line) segment is entering a long-term growth cycle, with companies like China XD Electric and Pinggao Electric expected to benefit from the Yarlung Zangbo project [3]. Investment Recommendations - The report recommends focusing on the hydropower equipment and high-voltage equipment supply chains, specifically mentioning companies like Dongfang Electric, Shanghai Electric, and State Grid NARI [3]. - It also suggests monitoring the AIDC industry chain, including companies like Megmeet and Jinpan Technology [3].

今年以来，境外投资者对中国资本市场及优质上市公司的中长期前景关注度持续提升。近日，深交所组 织20余家主权基金、大型资产管理机构等境外机构调研立讯精密（002475）、麦格米特（002851）、中 集车辆（301039），通过参观工厂、座谈沟通等方式，与企业近距离交流。参与调研的境外投资者对A 股公司表达了浓厚兴趣，他们纷纷表示："A股指数表现平稳，仍有不少优质公司的投资价值被低估， 投资性价比高。下半年，我们会继续走访中国优质上市公司，寻找长线投资机会。"(上海证券报) ...

由深交所主办的"境外投资者走进粤港澳大湾区上市公司"活动在深圳和东莞举行，来自20余家境外主权 基金、大型长线资产管理机构的近40位代表，走访了立讯精密、麦格米特、中集车辆等3家深市上市公 司。 ...

金十数据7月18日讯，7月18日，由深交所主办的"境外投资者走进粤港澳大湾区上市公司"活动在深圳和 东莞举行，来自20余家境外主权基金、大型长线资产管理机构的近40位代表，走访了立讯精密、麦格米 特、中集车辆等3家深市上市公司。下一步，深交所将在中国证监会领导下，稳步扩大对外开放，进一 步拓展境外投资者服务的深度和广度，持续组织、引导更多优质深市上市公司与境外投资者双向对接， 讲好中国资本市场故事，吸引更多境外中长期资金入市，共享中国经济高质量发展新机遇。 境外投资者走进深市大湾区上市公司 ...

本次活动聚焦粤港澳大湾区企业发展新质生产力主题，邀请境外投资者通过车间展厅实地参观和高管座 谈交流，近距离了解公司发展战略、业务模式、产品特点和创新成果，亲身感受粤港澳大湾区创新发展 动能和深市上市公司韧性活力。 智通财经7月18日电，由深交所主办的"境外投资者走进粤港澳大湾区上市公司"活动7月18日在深圳和东 莞举行，来自20余家境外主权基金、大型长线资产管理机构的近40位代表，走访了立讯精密、麦格米 特、中集车辆等3家深市上市公司。 下一步，深交所将在中国证监会领导下，稳步扩大对外开放，进一步拓展境外投资者服务的深度和广 度，持续组织、引导更多优质深市上市公司与境外投资者双向对接，讲好中国资本市场故事，吸引更多 境外中长期资金入市，共享中国经济高质量发展新机遇。 近年来，深交所坚持"走出去"和"引进来"并重，一方面累计组织百余家深市上市公司赴境外路演推介， 另一方面组织开展"境外投资者走进深市上市公司"系列活动，通过双向对接增进相互了解与信任，进一 步增强境外投资者对中国资产"科技叙事"的认同和长期参与A股市场的信心。 深交所：进一步拓展境外投资者服务的深度和广度 持续组织、引导更多优质深市上市公司与境外 ...

麦格米特：公司目前在高功率服务器电源领域处于较为有利的位置 智通财经7月18日电，麦格米特(002851.SZ)接受机构调研回答"公司服务器电源的进展如何？"的提问时 表示，公司所有产品均需要经过平台预研、立项、研发、测试、验证、量产等一系列流程。由于保密协 议限制，无法详细透露各阶段的具体进展。但公司目前在高功率服务器电源领域处于较为有利的位置， 能够紧跟精尖客户的最新技术与产品需求，进行产品研发和沟通。同时，公司在电源产品领域也在不断 拓展和完善产品结构，以应对不同市场需求。 ...

深圳麦格米特电气股份有限公司 投资者关系活动记录表 | 投资者 | √ 特定对象调研 □ 分析师会议 | | --- | --- | | 关系 | □ 媒体采访 □ 业绩说明会 | | 活动类别 | □ 新闻发布会 □ 路演活动 | | | □ 现场参观 □其他 阿布扎比投资局 Oaktree Capital | | | APG Templeton CPE 源峰 MSIM | | 参与单位名称 | RBC 奥凯基金 Acardia Fund | | | East Capital 上海瓴仁私募基金管理合伙企业（有限合伙） | | 及人员姓名 | 花旗银行 tiger securities 自营 | | | TTInternational Starlight Asset | | | JMC Capital Asset Management Cowin AM 华润资本香港 | | 时 间 | 2025 年 7 月 18 日 （周五）下午 15:30-16:30 | | 地 点 | 深圳市南山区学府路 63 号高新区联合总部大厦 34 楼会议室 | | 上市公司 | 董事会秘书、首席财务官：王涛先生 | | 接待人员 ...

7月18日，A股三大指数集体上涨，沪指涨0.5%报3534点创年内收盘新高，深证成指涨0.37%，创业板指涨0.34%，全市场超2600股上涨。盘面上，稀土永 磁、锂矿、汽车拆解、化工板块走高，另外，游戏、乳业股走弱。 | 代码 | 名称 | 涨幅 | 现价 儿天几板� | 涨停分析 | | --- | --- | --- | --- | --- | | 600777 | *ST新潮 | +4.98% | 4.64 9天8板 | 油气开采+外销+股东博弈 | | 888282 | 上纬新材 | +20.01% | 33.47 8连板 | 智元机器人核心团队持股平 | | 000691 | *ST / 大 | 45.08% | 5.79 10大6板 | 重整+精细化工+ST板块 | | 600826 | 三生股份 | +10.02% | 14.49 6详板 | Al智能体+出口数据上链+会, | | 002645 | 华宏科技 | +9.98% | 14.33 6天5板 | 稀土水磁+机器人应用+中报 | | 002808 | *ST 自久 | 45.02% | 5.86 5连板 | ST板块+并购重组+景/像 ...

Group 1 - Senyuan Electric signed a strategic cooperation agreement with Xuchang Digital Supply Chain Management Co., aiming for annual business cooperation not exceeding 500 million yuan over 36 months [1] - CICC's subsidiary, CICC Wealth, reported a net profit of 987 million yuan for the first half of the year, with total assets of 193.37 billion yuan [2] - Shuangjie Electric expects a net profit of 100 million to 120 million yuan for the first half of the year, representing a year-on-year increase of 16.03% to 39.23% [3][4] - Shentong Technology reported a net profit of 64.28 million yuan for the first half of the year, a year-on-year increase of 111.09% [5] - Suqian Nongfa's net profit for the first half of the year decreased by 27.72% to 213 million yuan [6] Group 2 - Fuan Pharmaceutical expects a net profit decline of 39.95% to 53.81% for the first half of the year, estimating between 100 million to 130 million yuan [8] - Xingwang Yuda anticipates a net loss of 11 million to 21 million yuan for the first half of the year [9] - Pulaike received a new veterinary drug registration certificate for a vaccine aimed at preventing chicken diseases [10] - Yuandong Biological's ephedrine injection received a drug registration certificate for treating low blood pressure during anesthesia [11] - Suqian Liansheng's subsidiary obtained two invention patent certificates [12] Group 3 - Oke Technology signed a 176 million yuan equipment order with Jiangxi Tianhong New Materials [13] - Publishing Media announced the resignation of its chief accountant due to work changes [15] - Zhongxin Co. plans to use 40 million yuan of idle funds for cash management [16] - Huiyun Titanium plans to use up to 58 million yuan of idle convertible bond funds for cash management [18] - Haineng Technology intends to apply for a credit facility of up to 200 million yuan from a bank [20] Group 4 - Jiabiou expects a net profit increase of 57.61% for the first half of the year, estimating around 107 million yuan [21] - Nanjing Gaoke reported a 1185% year-on-year increase in contract sales area for the second quarter [22] - Shuguang Co. received approval for a specific stock issuance application [23] - Huadong Pharmaceutical's subsidiary received approval for a clinical trial of a new drug targeting advanced solid tumors [23] - Quicheng Co. plans to invest 900 million yuan in two new projects [25] Group 5 - Shenlian Biological's vaccine for avian adenovirus received a new veterinary drug registration certificate [26] - Rike Chemical signed a strategic cooperation framework agreement with Dongming Petrochemical [28] - Jincheng Pharmaceutical's subsidiary received a renewed tobacco production license [29] - Magmi Te's stock issuance application was accepted by the Shenzhen Stock Exchange [29] - Zhongyin Securities received approval to issue bonds totaling up to 14 billion yuan [29] Group 6 - Hewei Electric's executives plan to reduce their holdings by a total of 2.24% of the company's shares [44] - Guo Wang Xintong reported a net profit of 266 million yuan for the first half of the year, a decrease of 10.82% [45] - Guo Wang Xintong's subsidiary won a 966 million yuan tender from the State Grid [46] - Jicheng Electronics won contracts worth approximately 83.79 million yuan from the State Grid [48] - Helen Piano is planning a change of control, leading to a temporary stock suspension [48]

沪深股通今日合计成交1946.21亿，其中北方稀土和新易盛分居沪股通和深股通个股成交额首位。板块 主力资金方面，有色金属板块主力资金净流入居首。ETF成交方面，酒ETF(512690)成交额环比增长 141%。期指持仓方面，IH合约多头加仓数量大于空头。龙虎榜方面，华新环保获机构买入超5000万； 力生制药获机构买入超6000万；满坤科技遭机构卖出超5000万；柳钢股份遭机构卖出超6000万，遭国泰 海通三亚迎宾路营业部净卖出1.16亿；恒宝股份获两家一线游资席位买入，同时遭银河证券绍兴营业部 营业部净卖出1.16亿；上海物贸获一家量化席位买入超9000万。 今日沪股通总成交金额为920.78亿，深股通总成交金额为1025.43亿。 | | | | 沪股通( 7月18日 | | | | --- | --- | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金額 | 前一交易日净买入额 | 涨幅(%) | | | | | (亿元) | (亿元) | | | 1 | 600111 | 北方稀土 | 13.43 | | | | 2 | 600519 | 贵州茅台 | ...