| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-08-01 | 002851 | 麦格米特 | 53.44 | 4.00 | 213.76 | 国投证券股份有限 | 国泰海通证券股份 | | | | | | | | 公司深圳益田路证 | 有限公司遵义昆明 | | | | | | | | 券营业部 | 路证券营业部 | 8月1日，麦格米特大宗交易成交4万股，成交额213.76万元，占当日总成交额的0.09%，成交价53.44元，较市场收盘价59.39 元折价10.02%。 ...

金融界消息 截至2025年8月1日收盘，麦格米特（002851）报收于59.39元，上涨0.02%，换手率8.58%， 成交量39.08万手，成交金额23.40亿元。 资金流向方面，今日主力资金净流入1.29亿元，占比成交额5.5%。其中，超大单净流入9269.25万元、 占成交额3.96%，大单净流入3606.77万元、占成交额1.54%，中单净流出流出1953.36万元、占成交额 0.83%，小单净流出10922.66万元、占成交额4.67%。 来源：金融界 麦格米特最新一期业绩显示，截至2025一季报，公司营业总收入23.16亿元、同比增长26.51%，归属净 利润1.07亿元，同比减少22.57%，扣非净利润9194.94万元，同比减少24.40%，流动比率1.390、速动比 率0.936、资产负债率47.58%。 天眼查商业履历信息显示，深圳麦格米特电气股份有限公司，成立于2003年，位于深圳市，是一家以从 事计算机、通信和其他电子设备制造业为主的企业。企业注册资本54569.7847万人民币，实缴资本 54562.5047万人民币。公司法定代表人为童永胜。 通过天眼查大数据分析，深圳麦格米特电气股 ...

根据调研日期截止日统计，近10日（7月18日至7月31日），海外机构对43家上市公司进行调研，其中， 鼎泰高科最受关注，被23家海外机构密集调研。 证券时报·数据宝统计显示，近10日共有307家公司获机构调研，调研机构类型显示，证券公司调研达 266家，占比最多；基金公司调研220家，位列其后；海外机构共对43家上市公司进行走访。 海外机构调研榜单中，鼎泰高科参与调研的海外机构达到23家，最受关注；其次是麦格米特，参与调研 的海外机构共有12家。 从股价表现看，获海外机构调研股近10日平均上涨7.42%。其中，股价上涨的有横河精密、德福科技 等，表现最好的是横河精密，累计涨幅为94.43%。股价下跌的有15只，跌幅最大的是惠城环保，累计 跌幅为17.47%。 从业绩来看，近日获海外机构关注个股中，有4只公布了中期业绩（含快报），净利润增幅居前的有海 大集团、苏泊尔。 公布中期业绩预告的个股有9只，业绩预告类型来看，预增4只，预盈2只，预亏3只。以业绩预告净利润 增幅中值统计，净利润增幅最高的是骏亚科技，中期净利润同比增长幅度为338.64%。 （数据宝） | 002668 | TCL智家 | 1 | 10.1 ...

麦格米特最新一期业绩显示，截至2025一季报，公司营业总收入23.16亿元、同比增长26.51%，归属净 利润1.07亿元，同比减少22.57%，扣非净利润9194.94万元，同比减少24.40%，流动比率1.390、速动比 率0.936、资产负债率47.58%。 天眼查商业履历信息显示，深圳麦格米特电气股份有限公司，成立于2003年，位于深圳市，是一家以从 事计算机、通信和其他电子设备制造业为主的企业。企业注册资本54569.7847万人民币，实缴资本 54562.5047万人民币。公司法定代表人为童永胜。 通过天眼查大数据分析，深圳麦格米特电气股份有限公司共对外投资了76家企业，参与招投标项目260 次，知识产权方面有商标信息439条，专利信息886条，此外企业还拥有行政许可12个。 金融界消息 截至2025年7月29日收盘，麦格米特（002851）报收于56.68元，上涨2.94%，换手率6.5%， 成交量29.60万手，成交金额16.54亿元。 来源：金融界 资金流向方面，今日主力资金净流入8656.70万元，占比成交额5.23%。其中，超大单净流入1.25亿元、 占成交额7.58%，大单净流出388 ...

Investment Rating - The investment rating for the AIDC power equipment and grid industry is "Outperform the Market" (maintained) [1] Core Viewpoints - The global AI computing load is expected to grow significantly, with new AI computing loads projected at 9.7/15.9/20.2/22.3/23.4/24.6 GW from 2025 to 2030, leading to a corresponding increase in demand for AIDC power equipment [5][13] - The domestic data center industry is expected to see substantial capital expenditure growth, with major cloud providers anticipated to ramp up investments, particularly in AI infrastructure [18][24] - The industry is characterized by a long power transmission chain, with established global players like Eaton and Schneider Electric dominating, while domestic companies are gaining competitive advantages in various segments [5][13] AIDC Power Equipment Summary - The demand for AIDC power equipment is projected to reach 29/48/60/67/70/74 GW from 2025 to 2030, with an average annual growth rate of 20% [5][13] - The market space for dry-type transformers, medium and low voltage switchgear, UPS, HVDC, and solid-state transformers is expected to reach 85/341/41/380/239 billion yuan by 2030 [5][12] - Recent performance in the AIDC power equipment sector has shown significant gains, particularly in transformers and switchgear, with notable stock performances from companies like TBEA and XWDA [5][28] Grid Industry Summary - National power engineering investment reached 1,057 billion yuan in June 2025, a year-on-year increase of 22.5% [32] - The grid engineering investment for the same period was 871 billion yuan, reflecting a year-on-year growth of 4.1% [33] - The bidding results for the State Grid's transformer equipment showed a total bid amount of 211.89 billion yuan, a year-on-year increase of 38.1% [61] - The focus for the grid industry includes high voltage orders and the development of new business models such as virtual power plants and green electricity direct supply [5][55]

Group 1 - The core index of the Consumer Durables and Apparel sector, represented by the CSI Consumer Durables and Apparel Index, has shown a monthly increase of 6.07%, a three-month increase of 7.11%, and a year-to-date increase of 4.61% [1] - The CSI Consumer Durables and Apparel Index is composed of listed companies that correspond to the durable consumer goods and apparel theme, reflecting the overall performance of these companies [1] - The index's top ten weighted companies include Gree Electric Appliances (10.27%), Midea Group (9.84%), Haier Smart Home (8.59%), and others, indicating a concentration in major players within the sector [1] Group 2 - The market capitalization distribution of the CSI Consumer Durables and Apparel Index shows that 59.16% of the holdings are from the Shenzhen Stock Exchange, while 40.84% are from the Shanghai Stock Exchange [1] - In terms of industry composition, home appliances account for 66.38%, textiles and apparel for 15.26%, and home furnishings for 8.54%, highlighting the dominance of home appliances in the index [2] - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December, ensuring that the index remains reflective of the current market conditions [2]

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].

Core Viewpoint - Foreign investors have shown increasing interest in the long-term prospects of China's capital market and high-quality listed companies this year [1] Group 1: Foreign Investor Engagement - The Shenzhen Stock Exchange organized a survey involving over 20 sovereign funds and large asset management institutions to research companies like Luxshare Precision (002475), Megmeet (002851), and CIMC Vehicles (301039) [1] - The survey included factory visits and discussions, allowing foreign investors to engage closely with the companies [1] Group 2: Investor Sentiment - Participating foreign investors expressed strong interest in A-share companies, noting that the A-share index has remained stable and many high-quality companies are undervalued [1] - Investors highlighted the high investment cost-performance ratio and indicated plans to continue visiting quality listed companies in China to seek long-term investment opportunities in the second half of the year [1]

Group 1 - The event "Overseas Investors Entering the Guangdong-Hong Kong-Macao Greater Bay Area Listed Companies" was held in Shenzhen and Dongguan [1] - Representatives from nearly 40 overseas sovereign funds and large long-term asset management institutions participated in the event [1] - The visiting companies included Luxshare Precision, Megmeet, and CIMC Vehicles, all of which are listed on the Shenzhen Stock Exchange [1]

Core Viewpoint - The event "Overseas Investors Entering the Guangdong-Hong Kong-Macao Greater Bay Area Listed Companies" was held in Shenzhen and Dongguan, aiming to enhance engagement between overseas investors and Shenzhen-listed companies [1] Group 1: Event Overview - The event was organized by the Shenzhen Stock Exchange and involved representatives from over 20 overseas sovereign funds and large long-term asset management institutions [1] - Nearly 40 representatives visited three Shenzhen-listed companies: Luxshare Precision, Megmeet, and CIMC Vehicles [1] Group 2: Future Plans - The Shenzhen Stock Exchange plans to steadily expand its openness under the leadership of the China Securities Regulatory Commission [1] - There will be efforts to deepen and broaden services for overseas investors, facilitating more interactions between quality Shenzhen-listed companies and overseas investors [1] - The initiative aims to attract more overseas medium to long-term capital into the market, sharing new opportunities from China's high-quality economic development [1]