| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300153 | 科泰电源 | 42.83 | 20.01% | 58.10万 | | 22.85 Z | | 002364 | 中恒电气 | 22.70 | 9.98% | 24.25万 | | 5.48亿 | | 002851 | 麦格米特 | 78.52 | 9.04% | 59.54万 | | 46.00亿 | | 688411 | 海博思创 | 108.99 | 9.01% | 2.50万 | | 2.69亿 | | 002335 | 科传教程 | 52.00 | 7.71% | 62.11万 | | 31.74亿 | | 300376 | ST易事特 | 4.69 | 6.59% | 59.42万 | | 2.79亿 | | 300693 | 盛弘股份 | 43.16 | 6.57% | 36.91万 | | 15.46 Z | | 002518 | 科士达 | 30.67 | 6.42% | 74.53万 | | 22 ...

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 ...

证券之星消息，8月13日其他电源设备板块较上一交易日上涨1.55%，欧陆通领涨。当日上证指数报收 于3683.46，上涨0.48%。深证成指报收于11551.36，上涨1.76%。其他电源设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300870 | 欧陆通 | 183.50 | 12.32% | 12.02万 | 21.06亿 | | 002335 | 科华数据 | 47.68 | 7.15% | 64.23万 | 29.64亿 | | 300153 | 科泰电源 | 33.80 | 4.22% | 43.97万 | 14.67 乙 | | 002851 | 麦格米特 | 69.46 | 4.01% | ﻞ 39.47万 | 27.20亿 | | 600405 | 动力源 | 6.99 | 3.71% | 43.54万 | 3.02亿 | | 688411 | 海道思创 | 96.58 | 3.63% | 2.30万 | 2.19亿 | | 300593 | 新富能 ...

从中证全指家用电器指数持仓的市场板块来看，深圳证券交易所占比63.48%、上海证券交易所占比 36.52%。 从中证全指家用电器指数持仓样本的行业来看，可选消费占比100.00%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。遇临时调整时，当中证全指指数调整样本时，中证全指行业指数样 本随之进行相应调整。在样本公司有特殊事件发生，导致其行业归属发生变更时，将对中证全指行业指 数样本进行相应调整。当样本退市时，将其从指数样本中剔除。样本公司发生收购、合并、分拆等情形 的处理，参照计算与维护细则处理。 金融界8月12日消息，上证指数高开高走，中证全指家用电器指数(家用电器，930697)上涨0.58%，报 11852.35点，成交额271.29亿元。 数据统计显示，中证全指家用电器指数近一个月上涨4.82%，近三个月上涨3.32%，年至今上涨4.54%。 据了解，为反映中证全指指数样本中不同行业公司证券的整体表现，为投资者提供分析工具，将中证 ...

Investment Rating - The report suggests a positive investment outlook for the AIDC industry, driven by high growth in global capital expenditure and increasing demand for data centers [2][11][18]. Core Insights - The AIDC industry is experiencing a significant transformation towards direct current (DC), high voltage, and high density, with a projected market size of 99.6 billion yuan by 2030, reflecting a CAGR of approximately 50% from 2024 to 2030 [2][68]. - The global AI market is entering a high growth phase, with the market size expected to reach approximately $274.5 billion by 2032, growing at a CAGR of 36% [11]. - Major cloud service providers (CSPs) are significantly increasing their capital expenditures for data center infrastructure, with notable investments from companies like Alibaba and Tencent [17][22]. - The evolution of power supply systems in data centers is shifting from traditional UPS to more efficient HVDC systems, which are expected to dominate the market in the coming years [34][49]. Summary by Sections AIDC Capital Expenditure Growth - Global AIDC capital expenditure is experiencing high growth, with CSPs increasing investments in data centers, leading to a projected total installed capacity of over 100 GW by 2025 [2][18]. - The capital expenditure from domestic CSPs is expected to see explosive growth, with Alibaba's capital expenditure forecasted to increase by 239% in 2024 [17][22]. Power Supply System Evolution - The AIDC is rapidly evolving towards direct current and high voltage systems, with a significant focus on improving power supply efficiency and reducing system costs [34][49]. - The report highlights the transition from traditional UPS systems to HVDC systems, which are expected to enhance energy efficiency and reduce operational costs [49][52]. Market Opportunities - The report identifies new market opportunities in auxiliary power sources such as BBU and supercapacitors, which are becoming standard in AI server configurations [2][4]. - The global server power supply market is projected to reach 147 billion yuan by 2030, with a CAGR of approximately 42% from 2024 to 2030 [2][68]. Competitive Landscape - The competitive landscape for server power supplies is characterized by high barriers to entry, with established players like Delta Electronics and Lite-On Technology dominating the market [81]. - The report emphasizes the importance of customer relationships and technological capabilities as key competitive advantages in the server power supply sector [84][85].

| 300870 | 欧陆通 | 20.00 | 7.03 | 18678.00 | | --- | --- | --- | --- | --- | | 300153 | 科泰电源 | 6.65 | 14.48 | 16958.36 | | 301511 | 德福科技 | 1.36 | 12.28 | 14512.63 | | 300690 | 双一科技 | 20.00 | 24.48 | 14234.63 | | 002709 | 天赐材料 | 6.16 | 5.54 | 14196.19 | | 605378 | 野马电池 | 9.99 | 5.02 | 13785.54 | | 002245 | 蔚蓝锂芯 | 5.29 | 11.19 | 13286.17 | | 300037 | 新宙邦 | 11.38 | 7.78 | 12535.24 | | 002074 | 国轩高科 | 2.68 | 3.21 | 11689.49 | | 603063 | 禾望电气 | 2.68 | 11.41 | 9798.36 | 沪指8月11日上涨0.34%，申万所属行业中，今日上涨的有24个，涨幅居前的行业为电力设备 ...

麦格米特今日涨停，全天换手率8.70%，成交额26.44亿元，振幅6.20%。龙虎榜数据显示，机构净买入 156.35万元，深股通净买入9323.07万元，营业部席位合计净卖出28.51万元。 深交所公开信息显示，当日该股因日涨幅偏离值达8.58%上榜，机构专用席位净买入156.35万元，深股 通净买入9323.07万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交6.59亿元，其中，买入成交额为3.77亿 元，卖出成交额为2.82亿元，合计净买入9450.90万元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即买三、卖四，买入金额4129.31万元， 卖出金额3972.96万元，合计净买入156.35万元，深股通为第一大买入营业部及第一大卖出营业部，买入 金额为1.89亿元，卖出金额为9540.29万元，合计净买入9323.07万元。 麦格米特8月11日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 深股通专用 | 18863.36 | 954 ...

Group 1 - The core viewpoint of the news is that Magmi Tech (002851) has shown a significant increase in stock price and trading volume, indicating strong market interest and investment activity [1] - As of August 11, 2025, Magmi Tech's stock closed at 67.63 yuan, up 10.0%, with a turnover rate of 8.7% and a trading volume of 396,300 lots, amounting to 2.644 billion yuan [1] - The net inflow of main funds was 318 million yuan, accounting for 12.04% of the total trading volume, with large orders showing a net inflow of 554 million yuan [1] Group 2 - For the first quarter of 2025, Magmi Tech reported total operating revenue of 2.316 billion yuan, a year-on-year increase of 26.51%, while net profit attributable to shareholders was 107 million yuan, a decrease of 22.57% [1] - The company's current ratio is 1.390, quick ratio is 0.936, and debt-to-asset ratio is 47.58% [1] - Magmi Tech has invested in 76 companies and participated in 285 bidding projects, holding 439 trademark registrations and 897 patents [2]

作者：金股通 截至8月11日开盘一小时，主力资金流入前20的股票分别为：同花顺（6.78亿元）、东方财富（6.64亿 元）、新易盛（6.36亿元）、天齐锂业（5.54亿元）、贵州茅台（5.24亿元）、国盛金控（4.82亿元）、 胜宏科技（4.48亿元）、歌尔股份（3.74亿元）、大族激光（3.73亿元）、中际旭创（3.66亿元）、立讯 精密（3.65亿元）、指南针（3.41亿元）、中恒电气（3.15亿元）、麦格米特（2.96亿元）、华胜天成 （2.77亿元）、上海电气（2.64亿元）、蓝思科技（2.29亿元）、潍柴重机（2.25亿元）、创新医疗 （2.19亿元）、电科芯片（2.13亿元）。 本文源自：金融界 ...

Core Insights - The server power supply industry is experiencing rapid growth driven by the "East Data West Computing" strategy and increasing demand for AI computing power, with the market expected to reach 308.55 billion yuan by the end of 2024, a year-on-year increase of 51.97% [1][16] - The server power supply market is projected to expand to 10.726 billion yuan in 2024, with AI server power supplies becoming a core growth driver, expected to exceed 5.5 billion yuan by 2025, accounting for over 40% of the overall market [1][18] - The industry is evolving towards high power density, intelligent management, and ecological collaboration, while also expanding production capacity in Southeast Asia to address global challenges [1][24] Industry Overview - Server power supplies are specialized devices that convert AC or DC power into stable DC power required by server hardware, ensuring continuous, efficient, and safe power supply [2] - The industry has established a comprehensive policy framework to promote high-quality development, including energy efficiency standards and green low-carbon initiatives [7][9] Market Dynamics - The server power supply market is characterized by a diverse product range, including AC/DC and DC/DC power supplies, with various redundancy designs and efficiency standards [3] - The demand for server power supplies is driven by the rapid expansion of data centers and the increasing energy consumption and carbon emissions associated with them [10][14] Competitive Landscape - The competitive landscape of the server power supply industry features a mix of foreign and domestic players, with international giants like Delta and Lite-On dominating the high-end market, while local companies like Oulutong and Megmeet are rapidly growing [20][22] - The market is witnessing a shift towards AI server power supplies, which are expected to account for over 40% of the market by 2025, while general-purpose power supplies face intense price competition [26] Future Trends - The industry is moving towards high power density and intelligent management, with new materials like GaN and SiC enhancing efficiency and reducing size [24][25] - The market is becoming increasingly segmented, with AI server power supplies leading growth, while general-purpose power supplies are experiencing price wars due to homogenization [26] - The ecosystem is evolving towards vertical integration and global collaboration, with domestic manufacturers expanding production in Southeast Asia to mitigate trade barriers [27]