（文章来源：证券日报） 证券日报网讯泰永长征11月13日在互动平台回答投资者提问时表示，公司的固态变压器目前尚处于应用 方案论证与市场调研阶段。 ...

证券日报网讯泰永长征（002927）11月13日在互动平台回答投资者提问时表示，截至2025年11月10日， 公司股东总户数为30034户。 ...

Group 1 - The stock of Taiyong Changzheng experienced a decline of 6.52% with a turnover rate of 16.66% and a trading volume of 709 million yuan, showing a fluctuation of 5.58% [2] - Institutional investors net sold 17.215 million yuan, while the total net selling by brokerage seats amounted to 19.8136 million yuan [2] - The stock was listed on the Shenzhen Stock Exchange due to a daily price deviation of -8.05%, with institutional proprietary seats contributing to the net selling of 17.215 million yuan [3] Group 2 - The top five brokerage seats involved in trading accounted for a total transaction volume of 173 million yuan, with buying amounting to 67.9702 million yuan and selling reaching 105 million yuan, resulting in a net selling of 37.0286 million yuan [3] - Among the brokerage seats, five institutional proprietary seats were active, with total buying of 59.7582 million yuan and selling of 76.9732 million yuan, leading to a net selling of 17.215 million yuan [3] - The stock saw a net outflow of 39.4051 million yuan in principal funds, with large orders contributing to a net outflow of 35.8338 million yuan and big orders showing a net outflow of 3.5713 million yuan over the day [3]

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司在互动易说公司在固态断路器领域建立了先发优 势，请问公司的固态变压器有没有核心竞争力？ 泰永长征（002927.SZ）11月13日在投资者互动平台表示，公司的固态变压器目前尚处于应用方案论证 与市场调研阶段。 ...

Core Insights - The company, Taiyong Changzheng, announced on November 12 that its solid-state circuit breakers are primarily being applied overseas through system integrators, indicating a strategy of indirect product and technology output [2] Group 1 - The company is focusing on overseas applications for its solid-state circuit breakers [2] - System integrators are the main channel for the company's international market penetration [2] - The approach reflects a strategy of indirect output of products and technology [2]

Core Viewpoint - The announcement from Taiyong Changzheng highlights the potential of solid-state circuit breakers to integrate and replace existing protection solutions across various industries, indicating a significant advancement in technology [1] Group 1: Industry Applications - In the AIDC industry, solid-state circuit breakers can directly replace the commonly used combination of "mechanical circuit breakers + fuses" [1] - In the industrial sector, they can substitute the typical "mechanical circuit breakers + fuses + contactors" protection combination [1] - For certain specialized applications, solid-state circuit breakers can also replace devices such as soft starters [1]

Core Viewpoint - The announcement from Taiyong Changzheng highlights that while the initial cost of solid-state circuit breakers is higher than traditional ones, they offer significant long-term value advantages due to lower operational and maintenance costs, reduced downtime, and improved overall energy efficiency. Group 1: Price Influencing Factors - The price of solid-state circuit breakers is influenced by multiple factors including voltage level, current capacity, technology route, and degree of intelligence [1]. Group 2: Initial Investment vs. Long-term Returns - Although the initial purchase price of solid-state circuit breakers is relatively high, their maintenance and longevity characteristics allow for effective reduction in operational and maintenance costs in suitable scenarios [1]. - Solid-state circuit breakers can minimize system downtime and enhance overall energy efficiency and system adaptability, leading to better lifecycle cost performance [1].

Core Viewpoint - The current competitive landscape of the domestic solid-state circuit breaker market is characterized by differentiation, with the company focusing on medium and low voltage products below 35kV, while other enterprises concentrate on high voltage areas [1] Market Positioning - The company has effectively differentiated its market positioning, avoiding direct competition with other players in the power electronics sector [1] Market Application - Solid-state circuit breakers are still in the pilot and demonstration project phase within niche industries, with the company's sales orders currently representing a small proportion of total sales [1] - Despite the small market share, the company has achieved a considerable annual growth rate in various fields, including power grids, rail transportation, shipping, and DC microgrids [1] Future Outlook - Based on technological accumulation and market trend analysis, the company anticipates significant growth potential for its solid-state circuit breaker business in the future [1]

Core Viewpoint - Taiyong Changzheng announced on November 12 that its solid-state circuit breakers cover a current range from 32A to 6300A, suitable for various applications including smart transportation, mining, shipping, DC microgrids, subways, and data centers [1] Company Summary - The company offers a complete range of solid-state circuit breakers, indicating a strong product portfolio [1] - The applications of the circuit breakers span multiple industries, showcasing the versatility and potential market reach of the company's products [1]

Core Insights - The announcement from Taiyong Changzheng highlights that power semiconductor devices are crucial to the cost of solid-state circuit breakers [1] - Different types of semiconductor devices significantly impact costs, indicating a need for careful selection in manufacturing [1] - The control drive system is identified as a core component of solid-state circuit breakers, contributing to overall cost [1] - The cost of the cooling system varies based on power levels and cooling methods, suggesting that design choices can influence expenses [1]