证券代码：300001 证券简称：特锐德 公告编号：2026-002 青岛特锐德电气股份有限公司 关于筹划发行 H 股股票并在香港联合交易所有限公司上市的 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。 青岛特锐德电气股份有限公司（以下简称"公司"或"特锐德"）于2026年1月 22日召开了第六届董事会第八次会议，审议通过公司拟发行H股股票并在香港联合交 易所有限公司上市的相关议案，现将有关情况公告如下： 为进一步推进公司全球化战略布局，加快海外业务发展，打造国际化资本运作 平台，提升国际品牌形象及综合竞争力，公司拟发行境外上市外资股（H股）股票并 申请于香港联合交易所有限公司（以下简称"香港联交所"）主板挂牌上市（以下 简称"本次发行上市"）。公司将充分考虑现有股东的利益和境内外资本市场的情 况，在股东会决议有效期内（即经公司股东会审议通过之日起24个月或同意延长的 其他期限）选择适当的时机和发行窗口完成本次发行上市。 根据《中华人民共和国公司法》《中华人民共和国证券法》《深圳证券交易所创 业板股票上市规则》《境内企业境外发行证券和上市管理试行办 ...

证券代码：300001 证券简称：特锐德 公告编号：2026-007 青岛特锐德电气股份有限公司 关于召开 2026 年第一次临时股东会的通知 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、召开会议的基本情况 1、股东会届次：2026 年第一次临时股东会 2、股东会的召集人：董事会 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所创业 板股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司 规范运作》等法律、行政法规、部门规章、规范性文件及《公司章程》的有关规定。 4、会议时间： （1）现场会议时间：2026 年 2 月 9 日 14:30 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为 2026 年 2 月 9 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投票系统 投票的具体时间为 2026 年 2 月 9 日 9:15 至 15:00 的任意时间。 5、会议的召开方式：现场表决与网络投票相结合。 6、会议的股权登记日：2026 年 2 ...

证券代码：300001 证券简称：特锐德 公告编号：2026-001 青岛特锐德电气股份有限公司 第六届董事会第八次会议决议公告 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。 青岛特锐德电气股份有限公司（以下简称"公司"或"特锐德"）第六届董事会 第八次会议于2026年1月22日在青岛市崂山区松岭路336号特锐德办公大楼会议室以 通讯和现场表决相结合的方式召开，本次会议应出席董事9人，实际出席董事9人， 符合公司章程规定的法定人数。本次会议通知于2026年1月17日以电子邮件形式发出， 会议的通知和召开符合有关法律法规、部门规章、规范性文件和《青岛特锐德电气 股份有限公司章程》（以下简称"《公司章程》"）的规定。本次会议由公司董事长于 德翔先生主持，与会董事经过认真审议，形成如下决议： 一、审议通过《关于公司发行H股股票并在香港联合交易所有限公司主板上市 的议案》 表决结果：9票同意，0票反对，0票弃权，本议案获表决通过。 为进一步推进公司全球化战略布局，加快海外业务发展，打造国际化资本运作 平台，提升国际品牌形象及综合竞争力，公司拟发行境外上市外资股（H股 ...

特锐德所属申万行业为：电力设备-电网设备-输变电设备。所属概念板块包括：虚拟电厂、电力物联 网、智能电网、风能、快充概念等。 截至9月30日，特锐德股东户数5.85万，较上期增加24.56%；人均流通股17643股，较上期减少19.37%。 2025年1月-9月，特锐德实现营业收入98.34亿元，同比减少6.25%；归母净利润6.86亿元，同比增长 53.55%。 分红方面，特锐德A股上市后累计派现6.84亿元。近三年，累计派现3.14亿元。 机构持仓方面，截止2025年9月30日，特锐德十大流通股东中，香港中央结算有限公司位居第二大流通 股东，持股4651.51万股，相比上期增加1705.36万股。易方达创业板ETF（159915）位居第三大流通股 东，持股1530.08万股，相比上期减少254.60万股。南方中证500ETF（510500）位居第四大流通股东， 持股1077.77万股，相比上期减少21.77万股。广发国证新能源车电池ETF（159755）位居第六大流通股 东，持股786.84万股，为新进股东。华安创业板50ETF（159949）退出十大流通股东之列。 责任编辑：小浪快报 1月20日，特锐德 ...

Group 1 - Bosch CEO confirmed that the company's sales for 2025 are expected to be around €91 billion, failing to meet targets, with actual revenue declining after excluding acquisition impacts [1] - The company's profit margin is significantly below 2%, far from the long-term target of 7%, attributed to tariffs and restructuring costs, with profitability goals expected to be achieved only after 2027 [1] Group 2 - Ten major brokerages have differing views on the A-share spring market outlook, but most believe there is still upward potential after short-term fluctuations [2] - The focus will shift to fundamental verification during the earnings disclosure period starting in late January, with attention on technology (AI hardware, applications, semiconductors) and cyclical sectors (non-ferrous metals, chemicals) [2] Group 3 - MSC continues its expansion strategy by acquiring at least 8 second-hand container ships in December, including a premium purchase from a Chinese shipowner [3] - This highlights MSC's strategy of exchanging capital for delivery certainty, while sellers successfully lock in substantial profit margins amid a tight second-hand ship market [3] Group 4 - The price of lithium carbonate has experienced significant volatility, yet upstream lithium battery companies remain confident in production expansion due to resource security and circular economy strategies [4][19] - Companies are optimistic about the future growth potential in energy storage and solid-state batteries, anticipating a balance in supply and demand by 2026 [19] Group 5 - The domestic pizza brand, Bige Catering, is pushing for an IPO with nearly ¥1.4 billion in revenue over the first three quarters of 2025, showing significant year-on-year growth [18] - The company, controlled by the founding couple, aims to open hundreds of new stores within three years to reach a target of 1,000 locations, although it faces challenges in southern market penetration [18] Group 6 - The National Energy Administration reported that China's total electricity consumption surpassed 10 trillion kilowatt-hours for the first time in 2025, reflecting a 5% year-on-year growth [21] - This growth is primarily driven by the tertiary industry and residential electricity use, indicating a robust economic performance and a shift towards high-tech and green low-carbon industries [21] Group 7 - SAIC Motor Corporation's profit forecast for 2025 indicates a staggering 438% to 558% increase in net profit attributable to shareholders, yet the stock price remains stagnant, highlighting a mismatch between market value and performance [22] - The company faces challenges in market perception and must enhance its core business profitability to improve its market valuation [22] Group 8 - The State Grid's investment plan of ¥4 trillion during the 14th Five-Year Plan focuses on building a smart green power system, expected to drive significant growth in the power equipment industry [24] - This initiative is anticipated to benefit leading companies in transformers, power automation, and energy storage, aligning with global energy transition trends [24]

Group 1 - Guodian NARI (600406) is a state-owned enterprise based in Nanjing, recognized as a benchmark for scientific reform among central enterprises, with a strong research and development system and significant achievements in grid technology [1] - The company has a market share of over 75% in dispatch automation systems and over 50% in UHV converter valves, with its products addressing grid stability issues caused by renewable energy generation [1] - The demand for AI computing power and electricity is driving the construction of new power systems, and the company is expanding its overseas business, exporting products like distribution transformers to multiple countries [1] Group 2 - Suyuan Electric (002028) is a comprehensive supplier of power transmission and distribution based in Shanghai, focusing on UHV and energy storage sectors, and is the largest manufacturer of high-voltage packages and coils in China [2] - The company expects 60% of its overseas revenue in 2024 to come from transformers, with overseas orders growing over 50% and a remarkable 89% growth in the first half of 2025 [2] - The surge in demand for high-voltage transmission and distribution equipment driven by AI computing centers and new energy projects presents significant growth opportunities for the company [2] Group 3 - China XD Electric (601179) is a state-owned enterprise based in Xi'an, specializing in high and ultra-high voltage transformers and power transmission and distribution equipment, capable of producing products across a voltage range of 10kV to 1000kV [3] - The company has a significant market share in UHV projects and has seen an increase in exports to Europe, with its technology reaching international advanced levels [3] - The demand for UHV technology is increasing due to the need for long-distance power transmission, and the company is well-positioned to meet both domestic and international market needs [3] Group 4 - Baobian Electric (600550) is a core supplier of UHV DC transformers based in Baoding, with a strong position in high-end transformers and a market share of 30% in UHV products [4] - The company has unique technologies that reduce material costs and has participated in major projects, exporting to over 40 countries [4] - The urgent demand for high-reliability transformers driven by AI computing centers and new energy power stations positions the company to benefit from both domestic and international projects [4] Group 5 - Jinpan Technology (688676) is a leading global manufacturer of dry-type transformers based in Haikou, focusing on wind and solar energy applications, with 98% of its products supporting renewable energy [5] - The company has a significant order backlog of 2.85 billion yuan for 2025, reflecting a substantial year-on-year growth of 180% [5] - The increasing demand for efficient dry-type transformers from AI computing centers and the proliferation of renewable energy generation presents a strong growth opportunity for the company [5] Group 6 - Mingyang Electric (301291) is a leader in offshore wind power transformers based in Zhongshan, specializing in dry-type transformers and prefabricated substations [6] - The company has developed products that meet the extreme conditions of offshore environments and is expected to achieve significant sales in North America by 2026 [6] - The growing demand for offshore wind power and the urgent need for grid upgrades in North America provide ample order support for the company [6] Group 7 - Teruid (300001) is a pioneer in outdoor box-type power equipment based in Qingdao, recognized as a champion enterprise in manufacturing [7] - The company has a complete technology system for modular prefabricated substations and has a leading market share in the new energy sector [7] - The demand for modular products from AI computing centers and the need for grid upgrades position the company to capture significant market growth [7] Group 8 - XJ Electric (000400) is a high-tech enterprise based in Xuchang, focusing on UHV and smart grid technologies, with a comprehensive industrial chain covering all aspects of power transmission and distribution [8] - The company has participated in all domestic UHV DC transmission projects and has a strong patent portfolio [8] - The growth in AI computing and electricity demand is accelerating the construction of smart grids, providing competitive advantages for the company [8] Group 9 - Sifang Co., Ltd. (601126) is based in Beijing and has a strong advantage in smart distribution networks, providing a full range of products for self-healing control and primary and secondary integration [9] - The company has implemented its products in over 30 provinces and cities, significantly improving efficiency in power distribution [9] - The demand for reliable power supply from AI computing centers and the ongoing digital transformation of distribution networks present broad development opportunities for the company [9] Group 10 - Samsung Medical (601567) is based in Ningbo and operates in both smart power distribution and medical services, covering a wide range of products in the power equipment sector [10] - The company has established manufacturing bases in multiple locations and has a marketing presence in over 70 countries [10] - The construction of AI computing centers and new energy projects requires substantial power distribution equipment, positioning the company to benefit from global demand growth [10]

Group 1 - The core point of the news is that Tereader's stock price increased by 5.16%, reaching 28.72 CNY per share, with a trading volume of 859 million CNY and a turnover rate of 3.05%, resulting in a total market capitalization of 30.315 billion CNY [1] - Tereader Electric Co., Ltd. is based in Qingdao, Shandong Province, established on March 16, 2004, and listed on October 30, 2009. The company specializes in outdoor box-type electrical equipment and indoor switchgear, focusing on the research, design, and manufacturing of power distribution products rated at 220kV and below [1] - The main business revenue composition of Tereader is 70.57% from smart manufacturing and integrated services, and 29.43% from electric vehicle charging networks [1] Group 2 - Southern Fund's Southern CSI 500 ETF (510500) is among Tereader's top ten circulating shareholders, having reduced its holdings by 217,700 shares in the third quarter, now holding 10.7777 million shares, which is 1.04% of the circulating shares. The estimated floating profit today is approximately 15.1966 million CNY [2] - The Southern CSI 500 ETF (510500) was established on February 6, 2013, with a current scale of 140.098 billion CNY. It has achieved a year-to-date return of 10.54%, ranking 1081 out of 5517 in its category, and a one-year return of 56.35%, ranking 1228 out of 4203 [2] Group 3 - The fund manager of Southern CSI 500 ETF (510500) is Luo Wenjie, who has a cumulative tenure of 12 years and 270 days, with a total fund asset scale of 170.251 billion CNY. The best fund return during his tenure is 177.05%, while the worst is -47.6% [3] - Southern Fund's Southern High-Speed Rail Industry Index (LOF) (160135) has also heavily invested in Tereader, having reduced its holdings by 13,400 shares in the third quarter, now holding 144,400 shares, which is 3.55% of the fund's net value. The estimated floating profit today is about 203,600 CNY [4] Group 4 - The fund manager of Southern High-Speed Rail Industry Index (LOF) (160135) is Sun Wei, who has a cumulative tenure of 10 years and 240 days, with a total fund asset scale of 32.714 billion CNY. The best fund return during his tenure is 144.18%, while the worst is -92.49% [5]

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].