近半年该股累计上榜龙虎榜12次，上榜次日股价平均涨4.28%，上榜后5日平均涨1.64%。 中能电气今日涨停，全天换手率27.68%，成交额12.58亿元，振幅19.78%。龙虎榜数据显示，机构净买 入1.24亿元，营业部席位合计净买入9494.79万元。 深交所公开信息显示，当日该股因日收盘价涨幅达20.00%上榜，机构专用席位净买入1.24亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交3.98亿元，其中，买入成交额为3.09亿 元，卖出成交额为8932.00万元，合计净买入2.19亿元。 具体来看，今日上榜的营业部中，共有5家机构专用席位现身，即买二、买三、买四、买五、卖一、卖 二、卖三、卖五，合计买入金额2.00亿元，卖出金额7536.98万元，合计净买入1.24亿元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 国泰海通证券股份有限公司上海松江区中山东路证券营 | 8779.50 | 2.86 | | | 业部 | | | | 买二 | 机构专用 | 702 ...

证券之星消息，12月12日电网设备板块较上一交易日上涨3.74%，中能电气领涨。当日上证指数报收于 3889.35，上涨0.41%。深证成指报收于13258.33，上涨0.84%。电网设备板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日电网设备板块主力资金净流入43.68亿元，游资资金净流出18.36亿元，散户资 金净流出25.32亿元。电网设备板块个股资金流向见下表： ...

| 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | | 1 机构专用 | | 1546次 41.79% 2 | 7029.36 | 5.59% | | 2 机构专用 | | 1546次 41.79% | 3965.69 | 3.15% | | 3 机构专用 | | 1546次 41.79% | 4142.68 | 3.29% | | র্ব | 中国国际金融股份有限公司下海分公司 | 132次 39.39% | 2110.30 | 1.68% | | 5 机构专用 | | 1546次 41.79% | 2069.94 | 1.65% | | | (买入前5名与卖出前5名)总合计: | | 30853.10 | 24.52% | 中能电气(300062.SZ)今日20CM涨停，换手率27.68%，成交额12.58亿元。龙虎榜数据显示，五家机构买入2亿元，卖出7537万元，净买入1.24亿元；游资"中 山东路"位列买一席位，净买入8777万元；"量化基金"位列卖四席位，净卖出718万元。上榜席位全天买入3.09亿元，卖出893 ...

| 证券代码：300062 | 证券简称：中能电气 | 公告编号：2025-078 | | --- | --- | --- | | 债券代码：123234 | 债券简称：中能转债 | | 中能电气股份有限公司 1、需要债券持有人自行操作转股，不会自动转股。 2、2025 年 12 月 10 日收市后，"中能转债"已停止交易。 3、最后转股日：2025 年 12 月 15 日。 2025 年 12 月 15 日为"中能转债"最后一个转股日，当日收市前，持有"中 能转债"的投资者仍可进行转股。2025 年 12 月 15 日收市后，仍未实施转股的 "中能转债"将停止转股，剩余"中能转债"将按照 100.01 元/张（含当期应计 利息，当期年利率为 0.80%，含息税）的价格强制赎回。若被强制赎回，投资者 可能面临损失，敬请投资者注意投资风险。 截至 2025 年 12 月 12 日收市后，距离"中能转债"停止转股（2025 年 12 月 16 日）仅剩 1 个交易日。 4、债券持有人若转股，需开通创业板交易权限。 关于中能转债即将停止转股暨赎回前 最后一个交易日的重要提示性公告 本公司及董事会全体成员保证公告内容 ...

Group 1: Market Performance - The three major indices strengthened, with the Shanghai Composite Index rising by 0.41%, the Shenzhen Component Index by 0.84%, and the ChiNext Index by 0.97%, while the Sci-Tech Innovation 50 Index increased by 1.74% [2] - Over 2,500 stocks in the two markets saw gains, with a total trading volume reaching approximately 2.09 trillion yuan [2] Group 2: Precious Metals Sector - The precious metals sector was notably strong, with stocks like Zhaojin Mining (000506.SZ) rising by 7.8%, and other companies such as Xiaocheng Technology (300139.SZ), Western Gold (601069.SH), Shandong Gold (600547.SH), and Hunan Silver (002716.SZ) also experiencing increases [2] - The Federal Reserve's decision to cut interest rates by 25 basis points on December 11, 2025, cumulatively lowering rates by 75 basis points, has boosted precious metal prices, alongside heightened expectations for future rate cuts and rising inflation [2] Group 3: Electric Grid Equipment Sector - Electric grid equipment stocks also performed well, with Tongguang Cable (300265.SZ) and Zhongneng Electric (300062.SZ) both rising by 20%, while companies like Xinte Electric (301120.SZ), Jiusheng Electric (301082.SZ), and China Western Power (601179.SH) saw significant gains [2] - The global energy transition and AI computing power growth are driving the evolution of electric grid systems towards smarter and more resilient designs, creating historic opportunities for domestic power equipment leaders with technological advantages and export capabilities [3] Group 4: Commercial Aerospace Sector - The commercial aerospace sector remained active, with stocks such as Superjet Co. (301005.SZ) rising by 20%, Srey New Materials (688102.SH) by 17.58%, and Aerospace Power (600343.SH) by 10% [3] - A successful launch of the Long March 12 rocket on December 12, 2025, which placed 16 low-orbit satellite internet satellites into orbit, highlights the growth potential of China's commercial aerospace industry, projected to reach a scale of 2.8 trillion yuan by 2025 [3] Group 5: Computing Hardware Sector - The computing hardware sector showed repeated activity, with stocks like Lian Te Technology (301205.SZ) increasing by 15.87%, and others such as Changxin Bochuang (300548.SZ), Dongtianwei (301183.SZ), and Tengjing Technology (688195.SH) also performing well [4] - According to TrendForce, the global market for optical transceiver modules over 800G is expected to grow significantly, with projections of 24 million units by 2025 and nearly 63 million by 2026, indicating a growth rate of 2.6 times [4]

Group 1 - The core viewpoint of the news highlights the strong performance of the Electric Grid Equipment ETF (159326), which has seen a 3% increase and a trading volume of 421 million yuan, with several stocks reaching their daily limit up [1] - The ETF has experienced a continuous net inflow of funds for 11 trading days, accumulating a total of 724 million yuan, with its latest share count reaching 1.848 billion and total scale at 2.647 billion yuan, both hitting record highs since its inception [1] - The domestic power equipment industry is experiencing high demand for bidding, with significant projects such as China Power Construction's offshore 4GW and onshore 31GW wind turbine procurement starting [1] Group 2 - The Electric Grid Equipment ETF is the only ETF tracking the CSI Electric Grid Equipment Theme Index, with its component stocks primarily distributed across power transmission and transformation equipment, grid automation equipment, cable components, and distribution equipment [2] - The top ten holdings include leading companies such as Guodian NARI, TBEA, and Siyuan Electric, indicating strong market representation [2] - The weight of ultra-high voltage in the ETF is as high as 65%, the highest in the market [2]

Group 1 - The virtual power plant index experienced a strong surge, with a daily increase of 3% [1] - Component stocks showed active performance, with Zhongneng Electric reaching the daily limit up [1] - Zhaoxin Co. and Great Wall Electric also hit the daily limit up, while Pinggao Electric rose by 7.49% and Sifang Co. increased by 5.65% [1]

【导读】上午三大指数涨跌互现，电网设备板块领涨，个股掀"涨停潮"，贵金属上涨；商业百货等板块走弱 12月12日上午，A股三大股指涨跌不一。截至午间收盘，沪指报3871.78点，跌0.04%，深证成指涨0.57%，创业板指涨0.6%。 12月12日上午，A股电网设备板块领涨。 个股掀"涨停潮"，中能电气录得20cm涨停，中国西电、华菱线缆、摩恩电气、长城电工、新能泰山、泰永长征、太阳电缆等多股涨停。 | 代码 | 名称 | 现价 | 涨跌幅 ▼ | 总市值1 | 年初至今涨跌幅 | | --- | --- | --- | --- | --- | --- | | 300062 | 中能电气 | 10.78 | 20.04% | 67亿 | 83.33% | | 301120 | 新特电气 | 20.22 | 13.85% | 75亿 | 104.66% | | 920046 | 亿能电力 | 15.88 | 13.51% | 16亿 | 5.68% | | 601179 | 中国西电 | 9.08 | 10.06% | 465亿 | 21.45% | | 001208 | 华菱线缆 | 16.34 | 10.03 ...

【导读】上午三大指数 涨跌互现 ，电网设备板块领涨，个股掀"涨停潮" ，贵金属上涨 ；商业百货等板块走弱 中国基金报记者 张舟 大家好，基金君和你 继续 关注今天的市场行情！ 1 2 月 12 日上午，A股三大股指 涨跌不一。 截至午间收盘，沪指报 3871.78 点， 跌0.04 %，深证成指 涨0.57 %，创业板指 涨0.6 %。 沪深两市半日成交额为1. 24 万亿元 ，较上个交易日放量800亿元 。 个股 涨 多 跌 少， 全 市场 共3242 只个股上涨， 52 只个股涨停， 有1991 只个股下跌。 从板块看， 电网设备板块领涨市场，可控核聚变、贵金属、商业航天概念股活跃；商业百货、能源金属等板块跌幅居前。 12月12日上午，A股电网设备板块领涨。 个股掀"涨停潮"，中能电气录得20cm涨停，中国西电、华菱线缆、摩恩电气、长城电工、新能泰山、泰永长征、太阳电缆等多股涨停。 | 代码 | 名称 | 现价 | 涨跌幅▽ | 总市值1 | 年初至今涨跌幅 | | --- | --- | --- | --- | --- | --- | | 300062 | 中能电气 | 10.78 | 20.04% | ...

Core Insights - The electric grid equipment sector has experienced a strong rebound, driven by multiple favorable factors including breakthroughs in controllable nuclear fusion and the increasing demand for electricity in global data centers due to AI computational power [1][2]. Group 1: Market Performance - The only electric grid equipment ETF (159326) saw a 3% increase, with a trading volume reaching 281 million yuan, and several stocks within the ETF hitting the daily limit [1]. - Notable stocks such as Neng Electric, China Xidian, and Huazhong Cable experienced significant gains, with some stocks rising over 8% and TBEA increasing by more than 6% [1]. Group 2: Industry Trends - A recent report from Goldman Sachs highlighted that electricity supply has become a major obstacle for AI development, predicting a 160% increase in electricity demand from global data centers by 2030 [1]. - The aging power grids in Europe and the United States require urgent upgrades, creating opportunities for the electric grid equipment sector [1]. Group 3: Policy and Long-term Outlook - CITIC Securities emphasized the importance of a new energy system in the "14th Five-Year Plan," focusing on long-term development priorities such as consumption, resilience, and electrification in power system construction [1]. - The policy guidance is expected to solidify long-term opportunities in areas such as ultra-high voltage, flexible direct current transmission, and smart grids [1].