| 代码 | 名称 | | 涨幅% ↑ | | --- | --- | --- | --- | | 301361 | 众智科技 | 40.70 | 19.99 | | 300062 | 中能电气 | 9.20 | 19.95 | | 920299 | 灿能电力 | 22.61 | 18.01 | | 300444 | 双杰电气 | 9.42 | 14.32 | | 002300 | 太阳电缆 | 7.24 | 10.03 | | 002451 | 摩恩电气 | 8.57 | 10.01 | | 001255 | 博菲电气 | 39.79 | 10.01 | | 603530 | 神马电力 | 48.75 | 10.00 | | 600550 | 保变电气 | 9.91 | 9.99 | | 000720 | 新能泰山 | 3.86 | 9.97 | | 300141 | 和顺电气 | 13.15 | 9.31 | | 920046 | 亿能电力 | 16.24 | 9.29 | 来源：上海证券报·中国证券网 上证报中国证券网讯 11月5日早盘，电网设备板块拉升，截至10时34分，众智科技、中能电气20cm涨 ...

证券之星消息，11月5日电网设备板块较上一交易日上涨4.92%，灿能电力领涨。当日上证指数报收于 3969.25，上涨0.23%。深证成指报收于13223.56，上涨0.37%。电网设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 920299 | 灿能电力 | 24.90 | 29.96% | 18.11万 | | 4.02亿 | | 920046 | 亿能电力 | 17.95 | 20.79% | 20.76万 | | 3.52亿 | | 300444 | 双杰电气 | 68.6 | 20.02% | 218.88万 | | 20.03亿 | | 301361 | 众智科技 | 40.70 | 19.99% | 12.15万 | | 4.63亿 | | 688517 | 金冠电气 | 19.57 | 19.99% | 22.10万 | | 4.02亿 | | 300062 | 中能电气 | 9.20 | 19.95% | 173.80万 | | 14. ...

格隆汇11月5日｜A股市场电网设备股集体爆发，其中，灿能电力30CM涨停，亿能电力涨23%，双杰电 气、众智科技、金冠电气、中能电气20CM涨停，金盘科技涨超18%，广信科技涨超17%，煜邦电力涨 超13%，新特电气涨12%，和顺电气涨超11%，科润智控涨超10%，风范股份、三变科技、太阳电缆、 摩恩电气,、博菲电气、望变电气、宏发股份、神马电力、伊戈尔、三星医疗、保变电气、顺纳股份、 新能泰山、10CM涨停。 MACD金叉信号形成，这些股涨势不错！ | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 920299 | 灿能电力 | 1 | 29.96 | 22.44亿 | 157.73 | | 920046 | 亿能电力 | 1 | 23.15 | 18.51亿 | 21.78 | | 300444 | 双杰电气 | 1 | 20.02 | 78.98 Z | 42.71 | | 301361 | 众智科技 | 1 | 19.99 | 47.35 Z | 37.87 | | 688517 | 金冠电气 | ...

消息面上，据智通财经，微软CEO萨提亚·纳德拉在与OpenAI CEO萨姆.奥特曼日前表示，当前人工智能行业面临的问题并非算 力过剩，而是缺乏足够的电力来支撑所有GPU运行。 另据央视新闻11月5日消息，记者11月4日从在福建福州举行的第七届东亚峰会清洁能源论坛获悉，中国与东盟电力联通更加紧 密，已建成16条跨国互联输电线路。水电水利规划设计总院总经理易跃春表示："目前，中国和东盟双方合作的电源电网项目数 量超过190个，总投资额超过920亿美元。2021到2025年，我国同东盟跨境电力贸易占我国进出口电量比例逐年攀升，成为我国 跨境电力贸易的主要市场。" 《2026—2030年东盟能源合作行动计划》提出，东盟在2030年可再生能源装备占比将提升到45%的目标，未来5年东盟可再生能 源装机的增量空间为105GW。中国在可再生能源领域已积累多项先进成熟技术，未来和东盟的合作空间很大，储能、低碳电网 建设等领域正成为中国和东盟区域的合作新热点。 | 从省科技 | 40.70 19.99% | | 6.78 | | --- | --- | --- | --- | | [ 301361.SZ | | | | | 中能 ...

电网设备板块持续走强，神马电力、金盘科技盘中创新高，摩恩电气、中能电气2连板，新能泰山、太 阳电缆、保变电气、众智科技涨停，灿能电力涨超15%，双杰电气涨超10%，亿能电力、和顺电气、新 特电气、宏发股份、三变科技跟涨。 ...

Investment Rating - The report maintains an "Overweight" rating for the power equipment and new energy industry [2] Core Viewpoints - The "14th Five-Year Plan" emphasizes strong support for the development of the new energy industry, aiming to eliminate barriers to the construction of a unified national market and accelerate the establishment of a new energy system [4][35] - The report highlights the recent performance of the power equipment sector, which has outperformed the CSI 300 index, with a year-to-date increase of 46.13% [11][12] - The report suggests focusing on leading companies benefiting from the robust development of new energy storage technologies [40] Market Review - As of October 30, 2025, the power equipment sector has risen by 4.66% over the past two weeks, outperforming the CSI 300 index by 2.68 percentage points, ranking 3rd among 31 sectors [11] - The wind power equipment sector decreased by 0.30%, while the photovoltaic equipment sector increased by 5.86% [19] - The top three performing stocks in the power equipment sector over the past two weeks were Fangyuan Co., Tongguan Copper Foil, and Penghui Energy, with increases of 46.23%, 36.88%, and 35.39% respectively [20] Valuation and Industry Data - As of October 30, 2025, the price-to-earnings (PE) ratio for the power equipment sector is 34.61 times, with sub-sectors such as motors and batteries showing higher PE ratios of 62.48 and 35.09 respectively [24] - The report provides detailed valuation metrics for various sub-sectors, indicating significant variations in PE ratios compared to historical averages [24] Industry News - The report discusses the recent publication of the "14th Five-Year Plan" which aims to enhance the supply of new energy and promote the safe and orderly replacement of fossil energy [35] - It notes that in September 2025, the national electricity market transaction volume reached 573.2 billion kWh, a year-on-year increase of 9.8% [35] - The report also highlights the competitive bidding for new energy pricing mechanisms in Chongqing, with a total scale of 4.86 billion kWh for wind and photovoltaic projects [36] Company Announcements - The report includes financial performance updates from several companies, such as Guodian NARI and Mingyang Smart Energy, detailing their net profit changes for the first three quarters of 2025 [38]

Investment Rating - The report maintains an "Overweight" rating for the power equipment and new energy industry [2]. Core Insights - The "14th Five-Year Plan" emphasizes strong support for the development of the new energy industry, aiming to eliminate barriers to a unified national market and enhance the supply of renewable energy [2][36]. - The power equipment sector has shown strong performance, with a year-to-date increase of 46.13%, outperforming the CSI 300 index by 26.43 percentage points [11][12]. - The report highlights the importance of developing new energy systems, improving energy efficiency, and promoting the integration of various energy sources [36][41]. Market Review - As of October 30, 2025, the power equipment industry rose by 4.66% over the past two weeks, ranking third among 31 industries [11]. - The wind power equipment sector decreased by 0.30%, while the photovoltaic equipment sector increased by 5.86% [16][19]. - The top-performing stocks in the power equipment sector included Fangyuan Co., Tongguan Copper Foil, and Penghui Energy, with increases of 46.23%, 36.88%, and 35.39% respectively [20]. Valuation and Industry Data - As of October 30, 2025, the price-to-earnings (P/E) ratio for the power equipment sector was 34.61, with sub-sectors like motors and batteries showing higher valuations [24]. - The report provides detailed valuation metrics for various sub-sectors, indicating significant growth potential in the photovoltaic and battery segments [24]. Industry News - The report discusses the release of the "14th Five-Year Plan" which aims to accelerate the construction of a new energy system and enhance the resilience of the power system [36]. - It also notes the increase in electricity market transactions, with a 9.8% year-on-year growth in traded electricity volume [36]. Company Announcements - The report includes financial performance updates from several companies, such as Guodian Nari achieving a net profit of 4.855 billion yuan, a year-on-year increase of 8.43% [39]. - It highlights the challenges faced by companies like Longi Green Energy, which reported a net loss of 3.403 billion yuan [39]. Investment Recommendations - The report suggests focusing on leading companies benefiting from the growth of new energy storage technologies and smart grid developments [41][42].

Core Viewpoint - Heshun Electric (300141.SZ) reported its Q3 2025 results, highlighting a total institutional ownership of 55.6482 million shares, representing 21.58% of the company's total equity, with a slight decrease in institutional ownership compared to the previous quarter [1] Institutional Ownership - As of October 28, 2025, six institutional investors disclosed their holdings in Heshun Electric, with a combined ownership of 55.6482 million shares, accounting for 21.58% of the total share capital [1] - The institutional ownership percentage decreased by 0.54 percentage points compared to the previous quarter [1] Public Fund Activity - One new public fund disclosed its holdings this quarter, namely Huatai-PB Quantitative Alpha A [1] - A total of 19 public funds were not disclosed this quarter, including Jin Yuan Shun An Yuan Qi Flexible Allocation Mixed, Nuo An Multi-Strategy Mixed A, Guo Jin Quantitative Multi-Factor A, Guo Jin Quantitative Selected A, and E Fund Yi Bai Intelligent Quantitative Strategy Mixed A [1] Foreign Institutional Investors - Two new foreign institutions disclosed their holdings this quarter, including UBS AG and Morgan Stanley & Co. International PLC [1] - Barclays Bank PLC was not disclosed this quarter compared to the previous quarter [1]

Core Viewpoint - The company reported mixed financial results for the first three quarters of 2025, with a slight increase in revenue but a net loss for shareholders [1] Financial Performance Summary - For the first three quarters of 2025, the company achieved a revenue of 286 million yuan, representing a year-on-year increase of 0.44% [1] - The net profit attributable to shareholders was a loss of 18.9982 million yuan, and the net profit after deducting non-recurring gains and losses was a loss of 21.4857 million yuan [1] - Basic earnings per share stood at -0.0743 yuan [1] Quarterly Performance Summary - In the third quarter of 2025, the company reported a revenue of 158 million yuan, which is a significant year-on-year increase of 74.29% [1] - The net profit attributable to shareholders for the third quarter was 3.9438 million yuan, marking a year-on-year increase of 267.55% [1] - The net profit after deducting non-recurring gains and losses for the third quarter was 3.1234 million yuan, reflecting a year-on-year increase of 204.46% [1] - Basic earnings per share for the third quarter were 0.0161 yuan [1]

Core Points - The board of directors of Heshun Electric Co., Ltd. approved multiple resolutions during its 18th meeting of the 5th board, including the Q3 2025 report and amendments to the company's articles of association [1][3][4] - The meeting aimed to enhance corporate governance and comply with the latest regulatory requirements [1][4] Meeting Details - The board meeting was held on October 27, 2025, with all 7 directors present, including both independent and non-independent directors participating via remote voting [2] - The meeting was legally convened and complied with relevant laws and regulations [2] Key Resolutions - The Q3 2025 report was approved unanimously, confirming that it accurately reflects the company's operational status without any misleading statements [3] - Amendments to the company's articles of association were proposed to align with the latest legal requirements, pending approval from the shareholders' meeting [3] - A total of 15 governance system revisions and new implementations were approved to enhance compliance and governance standards [3] Upcoming Events - A temporary shareholders' meeting is scheduled for November 14, 2025, to discuss the proposed amendments and governance changes [3][4]