Group 1 - The major shareholder, Changyuan Technology Group Co., Ltd., plans to reduce its stake in Guizhou Taiyong Changzheng Technology Co., Ltd. by up to 6,695,765 shares, representing no more than 3% of the total share capital [1] - The reduction will occur through centralized bidding or block trading within three months starting from May 21, 2025, following the announcement of the reduction plan [1] - As of August 12, 2025, the reduction plan has been completed, with a total of 6,694,900 shares reduced, which is 3% of the total share capital [2] Group 2 - The average price range for the shares sold during the reduction was between 13.00 and 13.15 yuan per share [2] - Prior to the reduction, Changyuan Group held 14,544,119 shares, accounting for 6.52% of the total share capital, and after the reduction, it holds 7,849,219 shares, which is 3.52% of the total share capital [2] - The reduction does not significantly impact the company's governance structure or ongoing operations [2]

证券代码：002927 证券简称：泰永长征 公告编号：2025-042 贵州泰永长征技术股份有限公司 关于原持股5%以上股东减持计划实施完毕的公告 本公司及董事会全体成员保证信息披露内容与信息披露义务人提供的信息一致。 贵州泰永长征技术股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日 在巨潮资讯网（www.cninfo.com.cn）披露了《关于持股 5%以上股东减持计划预 披露的公告》（公告编号：2025-014），原持股 5%以上股东长园科技集团股份 有限公司（以下简称"长园集团"）计划通过集中竞价交易或大宗交易方式减持 公司股份总计不超过 6,695,765 股，占公司总股本比例不超过 3%，减持期间为自 本减持计划公告之日起 15 个交易日后的 3 个月内（2025 年 5 月 21 日至 2025 年 8 月 20 日）。若减持计划期间公司有股份变动事项，减持股份数量将相应进行 调整。 公司于 2025 年 6 月 7 日在巨潮资讯网（www.cninfo.com.cn）披露了《关于 股东权益变动暨披露<简式权益变动报告书>的提示性公告》（公告编号：2025- 036），上述权益变 ...

证券之星消息，8月12日电网设备板块较上一交易日上涨0.23%，华明装备领涨。当日上证指数报收于 3665.92，上涨0.5%。深证成指报收于11351.63，上涨0.53%。电网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) | | | --- | --- | --- | --- | --- | --- | --- | | 002270 | 长明美备 | 20.09 | 10.02% | 35.52万 | | 6.96(Z | | 002028 | 思源电气 | 85.00 | 6.49% | 7.89万 | | 6.55 Z | | 301120 | 新特电气 | 14.75 | 4.54% | 68.18万 | | 10.84亿 | | 002927 | 泰永长征 | 16.92 | 4.38% | - 35.06万 | | 6.06亿 | | 601567 | 三星医疗 | 24.40 | 4.18% | 35.66万 | | 8.64亿 | | 600525 | ST长园 | 3.35 | 3.72% | 35.73万 | | 1.20亿 | ...

Group 1 - The company Taiyong Changzheng (SZ 002927) announced that it will accept a research visit from Zhongtai Securities on August 6, 2025, from 13:30 to 15:00, with participation from key executives including the Deputy General Manager and Secretary of the Board, Han Haifeng, and the Securities Affairs Representative, Zhou Xiaohan [2] - For the year 2024, the company's revenue composition is reported to be 100.0% from the industrial sector [2]

Group 1: Product Applications and Advantages - The company's Automatic Transfer Switch Equipment (ATSE) products are primarily used in high-safety and stability-demanding fields such as rail transit, data centers, hospitals, and venues [2] - Solid-state circuit breakers are widely applicable in DC distribution scenarios, including photovoltaic storage, data communication, power grids, and marine applications [2] - Solid-state circuit breakers can cut off fault currents in hundreds of microseconds without generating arcs, significantly reducing the risk of damage to power sources and loads, thus enhancing distribution safety and reliability [2] Group 2: Development and Market Strategy - The company's solid-state transformer is currently in the application scheme verification and market research phase, with the phase-shifting transformer in the prototype development stage [3] - Solid-state transformers offer efficient power conversion and control, with potential applications in renewable energy integration, grid disturbance response, data centers, electric vehicle charging, electrified shipping, and aerospace [3] - The company is actively seeking opportunities for external development, focusing on vertical expansion in related industries such as mechanical and electrical, industrial automation control, and power instruments [3] Group 3: International Expansion - The company is expanding its overseas business, particularly in Southeast Asia and Russia, focusing on smart distribution products, transformers, and charging stations [3] - A subsidiary has been established in Singapore, achieving a small number of overseas project implementations [3]

格隆汇8月6日丨泰永长征(002927.SZ)于投资者互动平台表示，公司变配电等产品均可适用于水电站项 目，公司会积极关注相关业务机会。 ...

关于董事辞职的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 贵州泰永长征技术股份有限公司（以下简称"公司"）董事会于 2025 年 7 月 21 日收到公司董事王伟先生的辞职报告，因个人原因，董事王伟先生申请辞去公 司第四届董事会董事职务，辞职后，将不在公司及子公司担任任何职务。 根据有关法律法规及《公司章程》的规定，王伟先生的辞职未导致公司董事会 成员低于法定最低人数，不会影响公司董事会正常运作，其辞职报告自送达董事会 之日起生效。公司将按照相关法律法规和《公司章程》的规定尽快完成董事的补选 工作。截至本公告披露日，王伟先生未持有公司股份。 证券代码：002927 证券简称：泰永长征 公告编号：2025-041 贵州泰永长征技术股份有限公司 贵州泰永长征技术股份有限公司 董 事 会 2025 年 7 月 23 日 1 王伟先生在担任公司董事期间勤勉尽责，公司董事会对王伟先生任职期间为 公司发展所作的贡献表示衷心的感谢。 特此公告。 ...

Core Viewpoint - The stock prices of power grid equipment companies have been rising, with significant gains observed in several companies following the announcement of a new electricity trading mechanism by the National Development and Reform Commission [1] Group 1: Stock Performance - Xining Electric has seen a 20% increase and achieved four consecutive trading limits within nine days [1] - Other companies such as Kelu Electronics, Guodian Nanzi, Siyuan Electric, and Taiyong Changzheng have also reached their trading limits [1] - Companies like Koru Intelligent Control, Heshun Electric, Xinte Electric, and Baiyun Electric have experienced upward trends in their stock prices [1] Group 2: Policy Announcement - On July 11, the National Development and Reform Commission published a response regarding the normalization of electricity trading mechanisms across power grid operating areas [1] - The plan has been approved in principle, requiring State Grid Corporation and Southern Power Grid Company to implement this mechanism during the peak summer period in 2025 [1] - The aim is to optimize the allocation of electricity resources and better support electricity supply [1]

Market Overview - The Shanghai Composite Index fell by 0.13% on July 9, with 17 out of the 28 sectors rising, led by Media and Agriculture sectors, which increased by 1.35% and 0.65% respectively [1] - The Electric Equipment sector saw a slight increase of 0.17% [1] - The sectors with the largest declines were Non-ferrous Metals and Basic Chemicals, which dropped by 2.26% and 0.85% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 38.536 billion yuan, with only three sectors experiencing net inflows: Media (1.055 billion yuan), Retail (864 million yuan), and Construction Decoration (40.34 million yuan) [1] - The Electronic sector had the largest net outflow, totaling 7.789 billion yuan, followed by Non-ferrous Metals with 5.412 billion yuan [1] Electric Equipment Sector Performance - In the Electric Equipment sector, 358 stocks were tracked, with 99 stocks rising and 252 stocks declining; 5 stocks hit the daily limit up [2] - The top net inflow stock was Ningde Times, with a net inflow of 378 million yuan, followed by Tongguan Copper Foil and Kelu Electronics with inflows of 219 million yuan and 178 million yuan respectively [2] - The sector experienced a total net outflow of 4.576 billion yuan, with 11 stocks seeing outflows exceeding 100 million yuan; the largest outflows were from Rongfa Nuclear Power, Sunshine Power, and Nord Shares, with outflows of 327 million yuan, 250 million yuan, and 226 million yuan respectively [2][3] Top Gainers in Electric Equipment Sector - The top gainers in the Electric Equipment sector included: - Ningde Times: +2.84%, turnover rate 0.75%, main capital flow 377.94 million yuan - Tongguan Copper Foil: +20.02%, turnover rate 48.19%, main capital flow 218.52 million yuan - Kelu Electronics: +10.06%, turnover rate 7.49%, main capital flow 178.39 million yuan [2] Top Losers in Electric Equipment Sector - The top losers in the Electric Equipment sector included: - Rongfa Nuclear Power: +0.42%, turnover rate 33.08%, main capital flow -327.43 million yuan - Sunshine Power: -0.57%, turnover rate 3.01%, main capital flow -249.65 million yuan - Nord Shares: -4.98%, turnover rate 14.04%, main capital flow -226.20 million yuan [3]

Core Insights - New Special Electric Co. experienced a 20% limit increase, while Xinling Electric, Koru Intelligent Control, and Meishuo Technology saw gains exceeding 10% [1] - Other companies such as Kelu Electronics, Taiyong Changzheng, and New Energy Taishan also reached their limit increase, indicating a strong market response [1] - The National Development and Reform Commission, along with three other departments, recently issued a notice to promote the scientific planning and construction of high-power charging facilities [1] Industry Developments - The notice emphasizes the integration of high-power charging facility layout planning with distribution network planning, suggesting a proactive approach to grid construction and timely upgrades [1] - This initiative is likely to enhance the infrastructure for electric vehicles, potentially leading to increased demand for related technologies and services [1]