Group 1 - The core viewpoint of the news is that Tereader's stock has experienced fluctuations, with a recent decline of 2.05% and a total market capitalization of 28.236 billion yuan [1] - Tereader's stock price has increased by 4.17% since the beginning of the year, with a slight increase of 0.19% over the last five trading days and a decrease of 3.81% over the last 60 days [2] - The company reported a revenue of 9.834 billion yuan for the period from January to September 2025, representing a year-on-year decrease of 6.25%, while the net profit attributable to shareholders increased by 53.55% to 686 million yuan [2] Group 2 - Tereader's main business revenue composition includes 70.57% from smart manufacturing and integrated services, and 29.43% from electric vehicle charging networks [2] - As of September 30, 2025, Tereader had 58,500 shareholders, an increase of 24.56% from the previous period, with an average of 17,643 circulating shares per person, a decrease of 19.37% [2] - The company has distributed a total of 684 million yuan in dividends since its A-share listing, with 314 million yuan distributed in the last three years [3]

Core Insights - The Ministry of Industry and Information Technology, along with four other departments, has issued the "Guidelines for the Construction and Application of Industrial Green Microgrids (2026-2030)" to promote the development and application of green microgrids in the industrial sector, aiming to enhance the use of green electricity and reduce carbon emissions in key industrial areas [1] Group 1: Industry Overview - In the past six months, 40 listed companies have disclosed their involvement in microgrid-related businesses through investor Q&A platforms or research activities, primarily in the power equipment sector with 19 companies [1] - Other sectors involved include machinery equipment, construction decoration, and telecommunications, with 4, 3, and 3 companies respectively [1] Group 2: Company Performance and Predictions - Among the concept stocks, 20 have received institutional ratings, with 10 stocks attracting significant attention from institutions, having ratings from five or more agencies [1] - According to consensus forecasts, 8 out of the 10 stocks are expected to achieve year-on-year growth in net profit attributable to shareholders by 2025, with Teruide (300001) projected to have the highest net profit growth rate of 30.4%, and Dongfang Electronics (000682) expected to increase by over 20% [1] Group 3: Stock Performance Data - The table lists various companies along with their stock performance on January 9, including: - Guodian Nari (600406) with a 0.55% increase and a projected net profit growth of 9.73% [2] - Weisheng Information (688100) with a 1.32% decrease and a projected growth of 14.97% [2] - Sifang Co. (601126) showing a 5.08% increase with a 17.98% growth forecast [2] - Teruide (300001) with a slight increase of 0.19% and a projected growth of 30.4% [2] - Dongfang Electronics (000682) with a 0.48% increase and a forecasted growth of 23.78% [2]

Group 1 - The core viewpoint of the news is that the microgrid sector is expected to experience steady growth due to favorable policies and increasing investments in green energy applications within industrial settings [2][4]. - The Ministry of Industry and Information Technology, along with four other departments, has released the "Guidelines for the Construction and Application of Industrial Green Microgrids (2026-2030)," which aims to promote the integration of renewable energy sources in industrial processes [2]. - The guidelines emphasize five basic principles, including efficient multi-energy utilization, high local consumption of renewable energy, and enhanced interaction with the power grid [2]. Group 2 - The global microgrid market is projected to reach approximately $22.9 billion in 2024, with a compound annual growth rate (CAGR) of about 19.2% from 2025 to 2034 [4]. - In China, the investment in power grid construction is on the rise, with a reported investment of 560.4 billion yuan from January to November 2025, marking a year-on-year increase of 5.9% [4]. - Recent data indicates that 40 listed companies have disclosed their involvement in microgrid-related businesses, primarily in the power equipment sector [5]. Group 3 - In the stock market, several microgrid-related stocks have shown positive performance, with notable increases in share prices for companies like Huizhong Technology and Sifang Co., with gains of 8.14% and 5.08%, respectively [6]. - Among the listed companies, 20 have received institutional ratings, with 10 stocks attracting significant attention from multiple rating agencies [6]. - Companies such as Teruid and Dongfang Electronics are expected to see substantial growth in net profits by 2025, with Teruid projected to achieve a growth rate of 30.4% [6][7].

证券日报网讯 1月7日，特锐德在互动平台回答投资者提问时表示，特来劲2代充电模块所使用的MCU 由特来电与极海联合开发，是国内首款具备完整自主知识产权的全国产化充电模块，深度融合AI技 术，兼具转换效率高、环境适应性强、安全可靠的特点，同时还可实现AI运营和AI运维。 （文章来源：证券日报） ...

Core Viewpoint - The company is leveraging its system integration advantages to develop high-efficiency energy solutions for data centers by integrating prefabricated modular substations with solid-state transformers (SST) [1] Group 1: Company Developments - The company has established a dedicated R&D team to accelerate the research and productization of SST [1] - The integrated solution will provide high-voltage access (110kV/220kV and above) and 800V output for data centers [1] - Future R&D progress will be disclosed in accordance with the requirements of the Shenzhen Stock Exchange [1]

人民财讯1月7日电，特锐德（300001）1月7日在互动平台表示，公司已与华为乾崑智驾开展车桩云协同 方向的合作，目前已为乾崑智驾系统提供智能充电地图服务，涵盖自动寻桩、无感启停、智能结算等车 桩云联动功能。 ...

（记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：自10月底特来电新产品技术发布会后，目前公司发布 的最新产品订单情况如何？ 特锐德（300001.SZ）1月7日在投资者互动平台表示，公司110kV/100MW数字化超充站自发布以来，已 吸引多家商用车企咨询洽谈和方案探讨。该款产品的核心竞争优势突出：一是 "高压预制舱模块化" 技 术，大大缩减施工周期，节约土地和原材料，支持智能化运维、整体搬迁与灵活扩容；二是110kV高压 直供跳过多级转换，降低损耗， "110kV+100MW" 双百架构可同时满足200辆重卡满负荷充电，兼容全 商用车车型与多元场景；三是全链路数字化与AI调度，功率利用率更高，适配电力市场改革下的电网 互动需求，为百兆瓦级超充提供可复制的 "标准答案"。 ...

特锐德（300001.SZ）1月7日在投资者互动平台表示，重卡电动化市场的加速发展，必然会吸引更多产 业伙伴加入，这本身是市场走向成熟、需求持续增长的积极信号。公司在这一领域已具备先发优势与系 统布局。 公司已与福田、解放、陕汽等头部商用车企业开展合作，共同推进新能源重卡绿色补能发 展。公司基于全国最大充电网运营商的技术、平台、规模优势，针对重卡充电场景的痛点和需求，开发 打造"零碳路书"平台服务产品，提供行车路线、补能规划、费用预估、车辆调度、实时监控等功能，为 电动重卡车辆提供便捷、高效、经济的充电保障。2025年10月，公司发布 110kV/100MW 数字化超充 站，能够全场景兼容各类重卡车型，精准定位重卡大功率充电需求，单枪最大输出功率可达到2MW。 （记者 张喜威） 每经AI快讯，有投资者在投资者互动平台提问：宁德时代持续扩大充换电版图，近期与包装、铁物、 物流集团、物资储运等中字头大型企业合资联营，未来会对公司重卡场站市占率造成影响吗，市场竞争 格局会进一步激烈吗，公司充电业务提高充电桩利用率会不增反减吗？ ...

Core Viewpoint - The core issue identified is that power supply is the ultimate bottleneck for AI development, with a focus on solutions involving 800V HVDC, SST, liquid cooling, and energy storage [1] Group 1: Company Initiatives - The company, Teruid (300001.SZ), has responded to investor inquiries by outlining its strategy to address the power supply challenges faced by data centers [1] - The company is leveraging its system integration advantages to combine prefabricated modular substations with solid-state transformers (SST) to provide comprehensive solutions for high voltage access [1] - A dedicated R&D team has been established to accelerate the development and commercialization of SST-related technologies [1] Group 2: Market and Product Development - The company aims to deliver efficient energy solutions with an output of 800V, targeting the needs of data centers [1] - The development progress of SST and its market applications will be disclosed in accordance with the requirements of the Shenzhen Stock Exchange [1] - There remains uncertainty regarding the product and its market application scenarios, indicating potential challenges ahead [1]

Core Viewpoint - The company believes that SST represents a significant strategic industrial opportunity comparable to the Qinghai-Tibet Railway, and it aims to leverage its expertise in high-voltage power systems and power electronics to capture this opportunity in the AI computing center power supply segment [1] Group 1: Company Strategy - The company has over 20 years of experience in high-voltage power systems and more than 10 years in power electronics technology, which positions it well to develop integrated solutions for high and low voltage [1] - The company is committed to advancing its technology and leading solutions in the SST sector, focusing on differentiated advantages through the integration of high voltage and power electronics [1] - The company plans to actively seize opportunities in the energy transformation related to computing power, aiming to set industry benchmarks in the SST niche [1]