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]

证券代码：002927 证券简称：泰永长征 公告编号：2025-040 贵州泰永长征技术股份有限公司 关于完成工商变更登记的公告 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"）于 2025 年 5 月 26 日召 开第四届董事会第五次会议；于 2025 年 6 月 12 日召开 2025 年第二次临时股东大 会，审议通过了《关于变更经营范围及修订<公司章程>的议案》，具体内容详见公 司于 2025 年 5 月 28 日在巨潮资讯网（www.cninfo.com.cn）上披露的《关于变更 经营范围及修订<公司章程>的公告》（公告编号：2025-033）。 住所：贵州省遵义市汇川区外高桥工业园区武汉路中段； 法定代表人：黄正乾； 注册资本：贰亿贰仟叁佰壹拾玖万贰仟壹佰捌拾圆整； 成立日期：2008 年 11 月 07 日； 经营范围：法律、法规、国务院决定规定禁止的不得经营，法律、法规、国务 院决定规定应当许可（审批）的，经审批机关批准后凭许可（审批）文件经营;法 律、法规、国务院决定规定无需许可（审批）的，市场主 ...

证券代码：002927 证券简称：泰永长征 公告编号：2025-039 贵州泰永长征技术股份有限公司 关于为子公司向银行申请授信提供担保的进展公告 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。 为支持贵州泰永长征技术股份有限公司（以下简称"公司"）子公司业务发展， 第四届董事会第四次会议、第四届监事会第四次会议、2024 年度股东大会审议通 过了《关于预计 2025 年度担保额度的议案》，同意公司向全资子公司深圳市泰永 电气科技有限公司提供新增不超过人民币 40,000 万元的担保额度、向全资子公司 重庆源通电器设备制造有限责任公司（以下简称"重庆源通"）提供新增不超过人 民币 3,000 万元的担保额度，有效期限自 2024 年度股东大会审议通过之日起 12 个 月内，具体担保形式后续将与有关机构进一步协商确定，以正式签署的协议或合同 为准。具体内容详见公司于2025年4月25日披露在巨潮资讯网（www.cninfo.com.cn） 上的《关于预计 2025 年度担保额度的公告》（公告编号：2025-022）等相关公告。 一、担保情况概述 4、注册资本：1 ...

Core Points - The company has announced the 2024 annual profit distribution plan, which was approved at the shareholders' meeting held on May 20, 2025 [1] - The distribution plan includes a cash dividend of 0.50 RMB per 10 shares (before tax), totaling a cash dividend distribution of 111,596,090 RMB based on the current total share capital of 223,192,180 shares [1] - The dividend distribution will be adjusted if there are changes in the total share capital before the record date [1] Distribution Details - The cash dividend distribution is set at 0.50 RMB per 10 shares for all shareholders, with specific tax treatments for different types of shareholders [1][2] - For overseas institutions and certain individual shareholders, the cash dividend will be 0.45 RMB per 10 shares after tax [1] - The record date for the distribution is June 25, 2025, and the ex-dividend date is June 26, 2025 [1][2] Shareholder Information - The distribution is applicable to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shenzhen Branch, as of the record date [1][2] - Cash dividends will be directly credited to shareholders' accounts through their custodial securities companies on the ex-dividend date [1][2] Contact Information - The company provides contact details for inquiries regarding the distribution, including a contact person, phone number, fax, email, and address [2]