Group 1 - The company has received over 3000 sets of Power Shelf orders for the first batch of NVIDIA NVL72 servers for 2024 [1] - The company has not disclosed any information regarding future orders from NVIDIA [1] - All official information from the company will be published through designated media outlets, including Securities Times, Securities Daily, and Giant Tide Information Network [1] Group 2 - The company advises investors to rely on official announcements and investor relations activities rather than market rumors [1]

Market Performance - The other power equipment sector increased by 3.32% on August 25, with Tonghe Technology leading the gains [1] - The Shanghai Composite Index closed at 3883.56, up 1.51%, while the Shenzhen Component Index closed at 12441.07, up 2.26% [1] Top Gainers - Tonghe Technology (300491) closed at 29.41, up 14.39% with a trading volume of 361,500 shares and a transaction value of 1.023 billion [1] - Youyou Green Energy (301590) closed at 187.85, up 12.02% with a trading volume of 25,900 shares and a transaction value of 475 million [1] - Maigemit (002851) closed at 75.21, up 9.08% with a trading volume of 558,700 shares and a transaction value of 4.079 billion [1] Other Notable Performers - Shanghai Electric (601727) closed at 9.23, up 6.83% with a trading volume of 7.7265 million shares and a transaction value of 6.922 billion [1] - Zhongheng Electric (002364) closed at 23.45, up 5.11% with a trading volume of 741,700 shares and a transaction value of 1.733 billion [1] Market Capital Flow - The other power equipment sector saw a net inflow of 452 million from main funds, while retail funds experienced a net outflow of 41.91 million [2] - The main funds' net inflow and retail funds' net outflow indicate a mixed sentiment among investors [2] Individual Stock Fund Flow - Shanghai Electric (601727) had a main fund net inflow of 402 million, but retail funds saw a net outflow of 25.1 million [3] - Maigemit (002851) experienced a main fund net inflow of 83.34 million, while retail funds had a net outflow of 1.07 billion [3] - Tonghe Technology (300491) had a main fund net inflow of 56 million, with retail funds seeing a net inflow of 10.29 million [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 ...

Group 1 - Zhongheng Electric and Kangsong shares hit the daily limit down [1] - Ruikeda shares fell over 10% [1] - Oulutong shares also dropped over 10% [1] - Xinyi Technology, Shenghong Technology, Feiling Kesi, Magmet, and Tianfu Communication all experienced declines of over 6% [1]

Group 1 - The stock price of Magmeter closed at 74.77 yuan on August 19, down by 3.75 yuan from the previous trading day [1] - The stock opened at 78.48 yuan, reached a high of 80.66 yuan, and a low of 74.27 yuan during the day, with a trading volume of 573,390 hands and a total transaction amount of 4.386 billion yuan, reflecting a volatility of 8.14% [1] - On August 19, Magmeter experienced a rapid decline, with a drop of over 2% within 5 minutes, and by 9:36 AM, the stock was priced at 78.52 yuan with a transaction volume of 641 million yuan [1] Group 2 - The company is part of the power equipment industry and is headquartered in Shenzhen, Guangdong, being a constituent of the Shenzhen Component Index [1] - Magmeter primarily engages in the research, development, production, and sales of power electronics and related control products [1] - On the same day, the net outflow of main funds from Magmeter was 524.1966 million yuan, accounting for 1.54% of its circulating market value, with a cumulative net outflow of 414.5753 million yuan over the past five trading days, representing 1.22% of its circulating market value [1]

Market Overview - The Shanghai Composite Index rose by 0.85% on August 18, with 29 out of the 31 sectors experiencing gains, led by the communication and comprehensive sectors, which increased by 4.46% and 3.43% respectively [1] - The power equipment sector saw a rise of 1.32%, while the real estate and oil & petrochemical sectors faced declines of 0.46% and 0.10% respectively [1] Fund Flow Analysis - The main funds in the two markets experienced a net outflow of 16.057 billion yuan, with 8 sectors seeing net inflows. The electronics sector led with a net inflow of 5.040 billion yuan and a daily increase of 2.48%, followed by the communication sector with a net inflow of 4.904 billion yuan [1] - The non-bank financial sector had the largest net outflow, totaling 7.087 billion yuan, followed by the power equipment sector with a net outflow of 5.090 billion yuan. Other sectors with significant outflows included pharmaceuticals, basic chemicals, and real estate [1] Power Equipment Sector Performance - In the power equipment sector, 288 out of 361 stocks rose, with 9 hitting the daily limit. The sector had a net inflow of funds into 144 stocks, with 8 stocks receiving over 100 million yuan in net inflows. The top stock for net inflow was KOTAI Power, with 352 million yuan, followed by Kehua Data and Megmeet, with inflows of 287 million yuan and 223 million yuan respectively [2] - The sector also saw 13 stocks with net outflows exceeding 100 million yuan, with the largest outflows from Wolong Electric Drive, Shanghai Electric, and Electric Wind Power, amounting to 1.913 billion yuan, 1.011 billion yuan, and 246 million yuan respectively [2][3] Top Gainers in Power Equipment Sector - The top gainers in the power equipment sector included: - KOTAI Power: +20.01%, turnover rate 18.25%, net inflow 352.48 million yuan - Kehua Data: +7.71%, turnover rate 13.66%, net inflow 286.67 million yuan - Megmeet: +9.04%, turnover rate 13.07%, net inflow 222.95 million yuan [2] Top Losers in Power Equipment Sector - The top losers in the power equipment sector included: - Wolong Electric Drive: +7.97%, turnover rate 22.34%, net outflow -1.913 billion yuan - Shanghai Electric: -1.03%, turnover rate 4.74%, net outflow -1.011 billion yuan - Electric Wind Power: -5.37%, turnover rate 6.23%, net outflow -246 million yuan [3]

Market Performance - The other power equipment sector increased by 2.74% on August 18, with KOTAI Power 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] Individual Stock Performance - KOTAI Power (300153) closed at 42.83, with a significant increase of 20.01% and a trading volume of 581,000 shares [1] - Other notable performers included: - Zhongheng Electric (002364) at 22.70, up 9.98% [1] - Magpower (002851) at 78.52, up 9.04% [1] - Haibo Technology (688411) at 108.99, up 9.01% [1] - Kexin Tutorial (002335) at 52.00, up 7.71% [1] Capital Flow Analysis - The other power equipment sector experienced a net outflow of 255 million yuan from institutional investors, while retail investors saw a net inflow of 440 million yuan [2] - The capital flow for individual stocks showed: - KOTAI Power had a net inflow of 3.50 billion yuan from institutional investors [3] - Zhongheng Electric had a net inflow of 85.49 million yuan from institutional investors [3] - Magpower had a net inflow of 163 million yuan from institutional investors [3]

麦格米特股价创出历史新高，截至9:35，该股上涨5.12%，股价报75.70元，成交量866.47万股，成交金 额6.54亿元，换手率1.90%，该股最新A股总市值达414.60亿元，该股A股流通市值344.79亿元。 证券时报·数据宝统计显示，麦格米特所属的电力设备行业，目前整体涨幅为0.49%，行业内，目前股价 上涨的有282只，涨幅居前的有新宙邦、诺德股份、中恒电气等，涨幅分别为10.69%、10.00%、 9.98%。股价下跌的有98只，跌幅居前的有欧陆通、思源电气、华通线缆等，跌幅分别为6.10%、 4.38%、4.06%。 公司8月12日在交易所互动平台披露，截至最新（8月10日）股东户数为59000户，较上期（7月31日）减 少2000户，环比下降3.28%。 公司发布的一季报数据显示，一季度公司共实现营业收入23.16亿元，同比增长26.51%，实现净利润 1.07亿元，同比下降22.57%，基本每股收益为0.1977元，加权平均净资产收益率1.77%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 两融数据显示，该股最新（8月15日）两融余 ...

Core Insights - The other power equipment sector experienced a rise of 1.55% on August 13, with Oulutong leading the gains [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Sector Performance - Oulutong (300870) saw a closing price of 183.50, with a significant increase of 12.32% and a trading volume of 120,200 shares, amounting to a transaction value of 2.106 billion yuan [1] - Kehua Data (002335) closed at 47.68, up 7.15%, with a trading volume of 642,300 shares and a transaction value of 2.964 billion yuan [1] - KOTAI Power (300153) closed at 33.80, increasing by 4.22%, with a trading volume of 439,700 shares and a transaction value of 1.467 billion yuan [1] - Magpower (002851) closed at 69.46, up 4.01%, with a trading volume of 394,700 shares and a transaction value of 2.720 billion yuan [1] - Power Source (600405) closed at 6.99, increasing by 3.71%, with a trading volume of 435,400 shares and a transaction value of 302 million yuan [1] - Haidao Sichuang (688411) closed at 96.58, up 3.63%, with a trading volume of 23,000 shares and a transaction value of 219 million yuan [1] - New Funi (300593) closed at 18.93, increasing by 2.77%, with a trading volume of 269,700 shares and a transaction value of 504 million yuan [1] - Aike Saibo (688719) closed at 43.26, up 2.58%, with a trading volume of 40,700 shares and a transaction value of 177 million yuan [1] - Shenghong Co. (300693) closed at 35.48, increasing by 2.37%, with a trading volume of 221,900 shares and a transaction value of 780 million yuan [1] - Rongfa Nuclear Power (002366) closed at 8.24, up 2.36%, with a trading volume of 1,841,800 shares and a transaction value of 1.508 billion yuan [1] Capital Flow - The other power equipment sector saw a net inflow of 350 million yuan from main funds, while retail funds experienced a net outflow of 116 million yuan [3]

Group 1 - The core viewpoint of the news is the performance of the China Securities Index Home Appliance Index, which has shown positive growth in recent months and year-to-date [1][2] - The China Securities Index Home Appliance Index rose by 0.58% to 11,852.35 points, with a trading volume of 27.129 billion yuan [1] - Over the past month, the index has increased by 4.82%, by 3.32% over the past three months, and by 4.54% year-to-date [1] Group 2 - The index is composed of various industry companies classified into 11 primary industries, 35 secondary industries, over 90 tertiary industries, and more than 200 quaternary industries [1] - The top ten weighted stocks in the index include Gree Electric Appliances (15.01%), Midea Group (14.05%), Haier Smart Home (12.41%), and others [1] - The market segments of the index holdings show that 63.48% are from the Shenzhen Stock Exchange and 36.52% from the Shanghai Stock Exchange [1] Group 3 - The index sample is entirely composed of consumer discretionary stocks, with a 100% allocation [2] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - Public funds tracking the home appliance index include various ETFs and mutual funds from companies like Harvest, Guotai, and GF [2]