证券代码：300001 证券简称：特锐德 公告编号：2026-019 青岛特锐德电气股份有限公司 关于预中标预制舱变电站项目的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 近日，中广核电子商务平台（https://ecp.cgnpc.com.cn/）发布了《中广核新能源 2026年度箱变设备框架采购（第一标段）中标候选人公示》、华润守正采购交易平 台（https://www.szecp.com.cn/）发布了《华润宁夏中卫硅基特色优势产业绿电园区 300MW光伏复合项目110kV升压站（不含调相机）EPC工程中标候选人公示》《华润 宁夏中卫硅基特色优势产业绿电园区200MW风电项目110kV升压站（不含调相机） EPC工程中标候选人公示》，青岛特锐德电气股份有限公司（以下简称"公司"或"特 锐德"）及全资子公司青岛特锐德设计院有限公司为上述项目的第一中标候选人， 上述项目预中标总金额约20,654.05万元。现将有关预中标情况提示如下： 一、预中标项目概况 1、项目一 招标批次：华润宁夏中卫硅基特色优势产业绿电园区300MW光伏复合项目 -110 ...

Overall Research - In March, both A-shares and Hong Kong stocks experienced a general pullback, with significant differentiation across sectors. The A-share market saw the ChiNext index decline by 0.4%, while the Sci-Tech 50 index fell by 12.6%. In Hong Kong, the Hang Seng China Enterprises Index dropped by 4.6%, and the Hang Seng Index fell by 6.3% [1][2]. A-share Insights - Chinese assets are expected to show internal stability and potential for mid-term upward movement. Despite facing short-term risks from oil price fluctuations and declining risk appetite, the domestic market's high energy self-sufficiency provides some resistance to rising external energy prices. Historically, domestic exports tend to benefit from increased external uncertainties, indicating a stable supply chain [1]. Sector Recommendations - Focus on sectors that have previously experienced significant declines, those benefiting from rising commodity prices, and industries with potential for exceeding performance expectations. The report highlights resource products, essential consumption, hard technology, and government investment-related sectors as key areas of interest [2]. Hong Kong Market Insights - The Hong Kong market is positioned for resilience, with the OpenClaw framework redefining the AI industry narrative. The performance of leading AI companies in the US, such as Nvidia and Google, supports a robust fundamental backdrop for a rebound in Hong Kong stocks. The market is experiencing a convergence of three favorable factors: clear industry prosperity, improving sentiment as geopolitical concerns ease, and strong capital support, with net inflows of 63.2 billion HKD as of March 27 [3]. Investment Focus - The report recommends prioritizing investments in the technology sector, particularly through Hong Kong technology ETFs, to capitalize on the overall rebound. Specific focus should be on companies that are rapidly commercializing AI and have stable cash flows and low valuations [3]. A-share Stock Recommendations - The recommended A-share stocks for April 2026 include: - Zhongji Xuchuang (中际旭创) - Communication - Teruid (特锐德) - Power Equipment - Jereh (杰瑞股份) - Machinery - Nanjing Bank (南京银行) - Banking - Zijin Mining (紫金矿业) - Non-ferrous Metals - China Petroleum (中国石油) - Oil and Petrochemicals - China National Offshore Oil Corporation (中国海油) - Oil and Petrochemicals - Jinjiang Hotels (锦江酒店) - Social Services - Huaneng International (华能国际) - Utilities - Haier Smart Home (海尔智家) - Home Appliances [4][6]. Hong Kong Stock Recommendations - The recommended Hong Kong stocks for April 2026 include: - Hon Teng Precision (鸿腾精密) - Communication - Huiju Technology (汇聚科技) - Power Equipment - Alibaba (阿里巴巴-W) - Retail [4][7].

证券代码：300001 证券简称：特锐德 公告编号：2026-018 青岛特锐德电气股份有限公司 关于项目预中标的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 近日，国能e招平台（https://www.chnenergybidding.com.cn）发布了《河北公司 国能唐山丰润区能源有限公司丰润南100MW风电升压站PC施工总承包公开招标中 标候选人公示》、北京市公共资源交易服务平台（https://ggzyfw.beijing.gov.cn/）发 布了《2025年铁路建设项目国铁集团管理的甲供物资第七批次中标候选人公示》 《2026年铁路建设项目国铁集团管理的甲供物资第一批次（第一部分）中标候选人 公示》，青岛特锐德电气股份有限公司（以下简称"公司"或"特锐德"）为其部 分项目的中标候选人，上述项目预中标总金额约18,395.05万元。现将有关预中标情 况提示如下： 一、预中标项目概况 1、项目一 项目名称：河北公司国能唐山丰润区能源有限公司丰润南100MW风电升压站（预 制舱变电站）PC施工总承包公开招标 招标编号及包号：CEZB2600 ...

| | | | | | | | 已质押股份 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 本次质押展 | 本次质押展 | 占其所 | 占公司 | 情况 | | 情况 | | | 股东 | 持股数量 | 持股比 | | | | | 已质押 | 占已 | 未质押 | 占未 | | | | | 期前质押股 | 期后质押股 | 持股份 | 总股本 | | | | | | 名称 | （股） | 例 | 份数量（股） | 份数量（股） | 比例 | 比例 | 股份限 | 质押 | 股份限 | 质押 | | | | | | | | | 售和冻 | 股份 | 售和冻 | 股份 | | | | | | | | | 结数量 | 比例 | 结数量 | 比例 | | 德锐 投资 | 333,290,422 | 31.58% | 131,130,000 | 131,130,000 | 39.34% | 12.42% | 0 | 0% | 0 | 0% | 截至本公告日，德锐投资共持有公司股份333,29 ...

证券代码：300001 证券简称：特锐德 公告编号：2026-016 青岛特锐德电气股份有限公司 关于变更部分募集资金用途后新签订募集资金 三方监管协议的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、募集资金基本情况 经中国证券监督管理委员会《关于同意青岛特锐德电气股份有限公司向特定 对象发行股票注册的批复》（证监许可〔2021〕594号）同意注册，青岛特锐德电 气股份有限公司（以下简称"公司"或"特锐德"）通过向特定对象发行方式向 特定投资者发行人民币普通股（A股）43,140,638股，每股面值为人民币1.00元， 发行价格为人民币23.18元/股，募集资金总额为999,999,988.84元，扣除发行费用 9,237,735.85元后，实际募集资金净额为990,762,252.99元。上述募集资金到位情况 已经和信会计师事务所（特殊普通合伙）审验，且其已于2021年4月9日出具《验 资报告》（和信验字（2021）第000017号）对此予以确认。上述募集资金已全部 存放于公司开立的募集资金专项账户，并与保荐机构、存放募集资金的商业银行 签署了《 ...

证券代码：300001 证券简称：特锐德 公告编号：2026-015 青岛特锐德电气股份有限公司 关于预中标中国华能预制舱变电站框架采购项目的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 近日，中国华能集团有限公司电子商务平台（http://ec.chng.com.cn）发布了《中 国华能集团有限公司2026-2027年升压站预制舱框架协议采购中标候选人公示》，青 岛特锐德电气股份有限公司（以下简称"公司"或"特锐德"）为中国华能预制舱 变电站框架协议采购项目第一中标候选人，预计中标金额约9亿元，现将有关预中标 情况提示如下： 一、中标项目概况 项目名称：中国华能集团有限公司2026-2027年升压站预制舱（变电站）框架协 议采购 招标人：华能能源交通产业控股有限公司 公示期：2026年03月19日--2026年03月23日 根据招标文件规定，原则上按照设备需求套数5:3:2的比例向第一、第二、第三 中标供应商授予订单。公司为本项目中标候选人第一名，预中标份额为50%，预计中 标金额约90,980.11万元，实际金额以后续执行情况为准。 二、本次 ...

Investment Rating - The investment rating for the power equipment and new energy industry is "Outperform the Market" (maintained) [2][11] Core Insights - The joint issuance of the "High-Quality Development Implementation Plan for Energy-Saving Equipment (2026-2028)" by four government departments emphasizes the promotion of large-capacity solid-state transformers and the enhancement of transformer efficiency in the new energy sector [3][4] - The policy indicates a shift from traditional energy-saving approaches to new power electronics, with a focus on adapting to high volatility and rapid response requirements in new energy applications [4][5] - Solid-state transformers are positioned as key facilities connecting the grid, energy storage, and load, with advantages in efficient energy conversion and flexible control [5] Summary by Sections Policy Developments - The plan aims for over 75% of newly added energy-saving transformers to be in place by 2028, with 15% of existing transformers meeting energy-saving standards [3][4] - The focus is on promoting advanced transformers such as environmentally friendly insulated oil transformers and flexible DC transformers [3][4] Market Opportunities - Solid-state transformers are expected to benefit from policy support and are likely to see application in wind power, photovoltaics, hydrogen energy, and new energy storage scenarios [3][4][6] - Companies to watch include Sifang Co., New Special Electric, Teradyne, Keli, Jinpan Technology, and Igor, as they are positioned to capitalize on these trends [6] Financial Projections - The report includes profit forecasts for relevant companies, with Sifang Co. projected to achieve a net profit of 1,005 million RMB by 2026, while New Special Electric is expected to recover from a loss to a profit of 100 million RMB [8]

证券代码：300001 证券简称：特锐德 公告编号：2026-014 青岛特锐德电气股份有限公司 关于预中标新能源项目的提示性公告 招标人：中国三峡新能源（集团）股份有限公司 招标代理机构：三峡国际招标有限责任公司 投标报价：238,092,710元 公示期：2026年03月13日--2026年03月16日 根据招标文件规定，第一中标人、第二中标人、第三中标人原则上按全部容量 的50%、30%、20%进行分配。公司为本项目中标候选人第二名，预计中标金额约 7,142.78万元，实际金额以后续执行情况为准。 2、项目二 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 近日，中国三峡集团电子采购平台（https://eps.ctg.com.cn）发布了《三峡能源 2026-2027年35kV箱式变压器框架采购中标候选人公示》、中国石油招标投标网 （https://www.cnpcbidding.com）发布了《吐哈油田吐鲁番鄯善100万千瓦风电项目预 装式变电站带量采购中标候选人公示》，青岛特锐德电气股份有限公司（以下简称 "公司"或"特锐德"）为上述项目中标候选 ...

青岛特锐德电气股份有限公司 关于中标青海油田风电项目的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 近日，中国石油招标投标网（https://www.cnpcbidding.com）发布了青海油田海 西200万千瓦风电项目预装式变电站带量采购中标结果公告，青岛特锐德电气股份有 限公司（以下简称"公司"或"特锐德"）为该项目中标人，中标金额约14,998.08 万元，现将有关中标情况提示如下： 一、中标项目概况 项目名称：青海油田海西200万千瓦风电项目预装式变电站带量采购 招标人：中国石油天然气股份有限公司青海油田分公司 招标代理机构：中国石油物资公司 标段：青海油田海西200万千瓦风电项目预装式变电站带量采购 标段报价：149,980,832元 证券代码：300001 证券简称：特锐德 公告编号：2026-013 二、本次中标项目对公司业绩的影响 公司作为国内领先的高、中压预制舱变电站制造商，致力于为新型电力系统建 设提供安全、高效、智能、可靠的整体解决方案。产品广泛应用于新能源发电、电 网输配、数据中心、轨道交通、石油化工、煤炭矿山、工商业园 ...

Investment Rating - The industry investment rating is "Buy" with an expectation of stock performance exceeding the market by over 10% in the next 12 months [4]. Core Insights - The report emphasizes the acceleration of comprehensive green transformation in response to domestic and international trends, particularly highlighted by recent government meetings and policies aimed at promoting green energy [3][8]. - The report identifies significant opportunities in the energy sector due to increasing energy security demands and the urgent need for green energy development, driven by recent power shortages globally [8]. - The "14th Five-Year Plan" outlines major goals for economic and social development, focusing on accelerating the growth of strategic emerging industries, including renewable energy, hydrogen energy, and nuclear fusion [8]. Summary by Sections Industry Overview - The report discusses the pressing need for energy security and the potential for green energy to fill this gap, especially in light of recent global power outages [8]. - It highlights the increasing pressure on renewable energy sources and the necessity for advancements in energy storage solutions to meet future carbon neutrality goals [8]. Market Mechanisms - The report notes a significant transformation in the pricing mechanisms of the electricity sector, with the potential for green energy values to be effectively priced, thus promoting its development [8]. - New business models and market practices are emerging, such as direct connections for green electricity, which enhance the competitiveness of renewable energy pricing [8]. Investment Recommendations - The report suggests focusing on specific companies within the energy storage, hydrogen energy, nuclear fusion, and green electricity sectors, including HaiBo SiChuang, NanWang KeJi, and others [8][9]. - It recommends monitoring companies like SiYuan Electric and TeRuiDe for their potential in the electric equipment sector [9].