Market Overview - The automation equipment sector experienced a decline of 3.79% on October 17, with HeKang New Energy leading the drop [1] - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1] Stock Performance - Notable gainers in the automation equipment sector included: - Ruisheng Intelligent (688215) with a closing price of 82.34, up 5.19% [1] - Dongjie Intelligent (300486) at 21.00, up 1.50% [1] - Jingye Intelligent (688290) at 65.88, up 1.04% [1] - Major decliners included: - HeKang New Energy (300048) at 6.30, down 8.16% [2] - Changfu Co., Ltd. (920396) at 31.40, down 7.78% [2] - Yingweitong (002334) at 9.02, down 7.58% [2] Capital Flow - The automation equipment sector saw a net outflow of 2.503 billion yuan from institutional investors, while retail investors had a net inflow of 1.725 billion yuan [2][3] - Key stocks with significant capital flow included: - Dongjie Intelligent (300486) with a net outflow of 51.5971 million yuan from institutional investors [3] - HeKang New Energy (300048) with a net inflow of 27.5903 million yuan from institutional investors [3] - Xinfang Intelligent (301112) with a net inflow of 21.0823 million yuan from institutional investors [3]

Core Insights - 合康新能 has secured a new order for the "Fuqing Nuclear Power Plant series high-pressure variable frequency device construction project" in October 2025, following a previous order for the "Xudabao Nuclear Power Plant seawater desalination high-pressure variable frequency renovation project" in September 2025 [1][2] Group 1: Company Developments - 合康新能's self-developed high-reliability high-pressure variable frequency drive successfully passed the inspection by China National Nuclear Corporation (CNNC) in June 2025, marking it as the first domestically produced variable frequency drive applied in nuclear power commercial reactor circulating water pump [1] - The company has been recognized for its technical strength and product reliability by CNNC, which has led to further orders for upgrading and renovating existing systems [1][2] Group 2: Industry Positioning - 合康新能 is collaborating with the State Nuclear Power Technology Corporation to develop a specialized variable frequency drive for the nuclear power industry, indicating its role as a full lifecycle value partner in the nuclear sector [2] - The company emphasizes the importance of safety and stability in nuclear power operations, which are critical for national energy security and social stability, and aims to meet the stringent reliability and longevity requirements of nuclear equipment [2]

本报讯 （记者李雯珊）近日，美的集团旗下北京合康新能科技股份有限公司（以下简称"合康新能"） 在核电领域连续实现重大突破，9月初获"中核集团徐大堡核电站海水淡化高压变频改造项目"新订单。 10月初获"中核集团福清核电站系列高压变频装置新建配套项目"新订单。 新订单的接连签约落地，标志着合康新能在核电高端领域的方案能力再上新台阶，进一步彰显公司产品 在核电行业中的技术实力与可靠性。 合康新能的服务能力已实现从单一变频产品供应到工业变频全生命周期服务与全行业场景覆盖，彰显了 该公司深耕核电领域的深度与广度。 中核集团徐大堡核电站与合康新能的再度携手，证明了合康新能具备为在役核电站提供安全、平滑、高 效技术改造的强大实力，进一步确立了合康新能在核电领域高压变频国产自主化的引领地位。 这并非合康新能与中核集团徐大堡核电站的首次携手。2025年6月份，合康新能自主研发的高可靠高压 变频器正式通过中核集团监造验收，并顺利交付至徐大堡核电站3、4号机组循环水泵项目现场，成为首 台国产变频器在核电商业堆循环水泵应用案例。 2025年9月份，基于前期项目的成功经验与信任基础，双方合作进一步深化。合康新能再获"中核集团徐 大堡核 ...

格隆汇10月9日丨合康新能(300048.SZ)公布，下属子公司安徽美的合康电力工程有限公司近日收到政府 补助款700万元，上述政府补助与收益相关，补助金额占公司最近一期经审计归属于上市公司股东净利 润的67.99%。上述政府补助与公司日常经营活动相关，不具有可持续性。 ...

合康新能公告，下属子公司安徽美的合康电力工程有限公司近日收到政府补助款700万元，上述政府补 助与收益相关，补助金额占公司最近一期经审计归属于上市公司股东净利润的67.99%。上述政府补助 与公司日常经营活动相关，不具有可持续性。 ...

关于公司收到政府补助的公告 证券代码：300048 证券简称：合康新能 编号：2025－071 北京合康新能科技股份有限公司 关于公司收到政府补助的公告 根据《企业会计准则第 16 号-政府补助》的规定，与资产相关的政府补助， 是指企业取得的、用于购建或以其他方式形成长期资产的政府补助；与收益相关 的政府补助，是指除与资产相关的政府补助之外的政府补助。公司本次收到的政 府补助属于与收益相关的政府补助。 2、补助的确认和计量 按照《企业会计准则第 16 号-政府补助》的规定，与资产相关的政府补助， 应当冲减相关资产的账面价值或确认为递延收益，在相关资产使用寿命内按照合 理、系统的方法分期计入损益。与收益相关的政府补助，用于补偿企业以后期间 的相关成本费用或损失的，确认为递延收益，在确认相关费用或损失的期间计入 当期损益或冲减相关成本费用；用于补偿企业已发生的相关成本费用或损失的， 直接计入当期损益或冲减相关成本费用。与公司日常活动相关的政府补助计入其 他收益或冲减相关成本费用；与公司日常活动无关的政府补助计入营业外收支。 3、补助对公司的影响 1 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 ...

Core Insights - The stock price of Hekang New Energy increased by 2.15% on September 30, reaching 6.65 CNY per share, with a market capitalization of 7.5 billion CNY [1] - The company has seen a year-to-date stock price increase of 31.94% and a 3.74% increase over the last five trading days [1] Financial Performance - For the first half of 2025, Hekang New Energy reported a revenue of 4.497 billion CNY, representing a year-on-year growth of 163.06% [2] - The net profit attributable to shareholders for the same period was 71.18 million CNY, showing a significant increase of 732.83% year-on-year [2] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 3.57% to 31,600, while the average number of circulating shares per person decreased by 3.29% to 35,333 shares [2] - The company has distributed a total of 269 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3] Ownership Structure - As of June 30, 2025, Hong Kong Central Clearing Limited was the fourth largest circulating shareholder, holding 18.30 million shares, a decrease of 872,400 shares from the previous period [3]

Group 1 - The company is enhancing product research and development, improving product range, and integrating channel resources to quickly respond to market demands [1] - The company is leveraging favorable policies in regions like Australia to continuously increase market share [1] - The company's energy storage capacity is currently in a growth phase, with overall order reserves showing a stable and positive trend [1]

Group 1 - The core point of the article is that HeKang New Energy (300048.SZ) clarified on the interactive platform that there is no business cooperation with Yushu Technology [1]

Group 1 - The company, Hekang New Energy (300048.SZ), stated on an interactive platform that it currently has no solid-state battery related technology products [1]