Core Viewpoint - The stock price of KOTAI Power (300153.SZ) has experienced an abnormal fluctuation, with a cumulative increase of 30% over three consecutive trading days (August 15, 18, and 19, 2025) [1] Company Operations - The company's recent operational conditions and external business environment remain normal, with no significant changes in business content or operational status [1] - The generator products are used as backup power in data centers, only providing temporary power during municipal electricity maintenance or unexpected outages, and are not core equipment directly related to data centers and computing power [1] Market Conditions - There is uncertainty regarding the scale and development speed of the related downstream market, which may significantly impact the company's business [1]

证券代码：300153 证券简称：科泰电源 公告编号：2025-030 上海科泰电源股份有限公司 关于股票交易异常波动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 （2）公司未发现近期公共传媒报道了可能或已经对本公司股票 交易价格产生较大影响的未公开重大信息； （3）近期公司经营情况及内外部经营环境正常，业务内容和经 营情况未发生重大变化。 2、针对公司股票交易异常波动，公司董事会对公司、控股股东 及实际控制人就相关问题进行了核实，现就核实情况进行如下说明： （1）公司、控股股东和实际控制人不存在关于公司的应披露而 1 / 3 一、股票交易异常波动的具体情况 上海科泰电源股份有限公司（以下称"公司"）（证券简称：科泰 电源；证券代码：300153）股票交易价格连续 3 个交易日（2025 年 8 月 15 日、2025 年 8 月 18 日和 2025 年 8 月 19 日）收盘价格涨幅偏 离值累计达到 30%，根据《深圳证券交易所交易规则》等相关规定， 属于股票交易异常波动的情况。 二、公司关注并核实的情况说明 1、针对公司股票交易异常波动，公司及 ...

证券之星消息，8月19日其他电源设备板块较上一交易日上涨0.43%，科泰电源领涨。当日上证指数报收 于3727.29，下跌0.02%。深证成指报收于11821.63，下跌0.12%。其他电源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) | | --- | --- | --- | --- | --- | --- | | 300153 | 科泰电源 | 47.25 | 10.32% | 88.93万 | 42.22 乙 | | 002518 | 科士达 | 33.74 | 10.01% | 19.81万 | 6.67亿 | | 002364 | 中恒电气 | 24.97 | 10.00% | 142.81万 | 34.73 Z | | 002951 | 金时科技 | 18.70 | 3.77% | - 26.25万 | 4.76/乙 | | 300870 | 欧陆通 | 257.76 | 3.52% | 8.31万 | 20.84亿 | | 300376 | ST易事特 | 4.77 | 1.71% | 42.69万 | 2.05亿 | | 301516 ...

Group 1 - The diesel generator concept has gained significant traction, with companies like Taihao Technology, Power New Science, and Weichai Heavy Machinery hitting their daily limit up, and the diesel generator concept index has increased by over 64% this year [1] - The demand for high-end diesel generators has surged due to the continuous growth of AI data centers (AIDC) and traditional data centers, with power requirements for AIDC cabinets increasing from 4-8 kW to 20-100 kW, necessitating more robust backup power configurations [2][3] - Major tech companies like Tencent, Alibaba, and ByteDance are expanding their data centers, which is expected to drive the demand for diesel generators, with the market size projected to reach 9.1 billion yuan by 2025, a year-on-year growth of over 50% [2] Group 2 - North American cloud service providers are increasing investments in AI infrastructure, leading to a supply-demand imbalance for diesel generators globally, with prices reaching over 2.8 million yuan earlier this year [3] - Domestic manufacturers are experiencing a production backlog extending to November 2025, and the price of domestic diesel generators is around 3 million yuan, while export prices are approximately 4 million yuan, indicating a rising profit margin [3] - The domestic supply-demand gap is expected to persist due to the difficulty and low willingness of international leaders to expand production, benefiting domestic manufacturers in the diesel generator market [3] Group 3 - KOTAI Power focuses on the development, design, production, and sales of generator sets, with stable business cooperation in backup power for data centers [4] - Weichai Heavy Machinery specializes in developing and manufacturing power generation equipment, which is used as backup power in data centers [4] - Huafeng Co. produces intelligent generator sets primarily for data centers and communication bases [4] - Shenli Co. provides diesel generator products applicable in industries requiring emergency power, including data centers [4] - Taihao Technology specializes in emergency equipment for military applications, with intelligent emergency power solutions for data centers [4] - Sumida has a long-standing presence in the generator market, providing reliable backup power solutions for data centers [4]

格隆汇8月19日丨科泰电源(300153.SZ)于投资者互动平台表示，公司目前已在东南亚地区的海外数据中 心市场实现交付，还将关注其他海外市场机会。 ...

Group 1 - The generator concept sector leads the market with a rise of 1.9% [1] - Key companies in this sector include KOTAI Power, which increased by 10.06%, Taihao Technology, which rose by 10.05%, and Weichai Heavy Machinery, which saw a gain of 9.99% [1] - Other notable performers include Xinchai Co. and Power New Science, both of which increased by over 2% [1]

Group 1 - The diesel generator concept saw a strong performance in the morning session on August 19, with several companies experiencing significant stock price increases [1] - Taihao Technology and Power New Science reached the daily limit up, while KOTAI Power surged over 15% [1] - Weichai Heavy Machinery hit the daily limit up, achieving a historical high, with other companies like New Chai Co. and Maxin Yishen also following the upward trend [1]

Core Viewpoint - KOTAI Power experienced a significant increase in stock price, reaching a daily limit up of 20% with a trading volume of 2.285 billion yuan and a turnover rate of 18.25% [2] Trading Activity - The stock was notably active, with a trading amplitude of 19.50% and a net inflow of 3.52 billion yuan from major funds, including a net inflow of 4.33 billion yuan from large orders [2] - The stock was included in the daily trading list due to its closing price increase of 20% [2] Institutional Participation - The top five trading departments accounted for a total transaction volume of 513 million yuan, with a net buying amount of 160 million yuan [2] - The largest buying and selling department was the Shenzhen Stock Connect, with a buying amount of 183.31 million yuan and a selling amount of 115.03 million yuan, resulting in a net buying of 68.28 million yuan [2] Recent Trends - Over the past five days, the net inflow of major funds into KOTAI Power reached 494 million yuan [2]

Market Overview - The Shanghai Composite Index rose by 0.85% on August 18, with 29 out of the 31 sectors experiencing gains, led by the communication and comprehensive sectors, which increased by 4.46% and 3.43% respectively [1] - The power equipment sector saw a rise of 1.32%, while the real estate and oil & petrochemical sectors faced declines of 0.46% and 0.10% respectively [1] Fund Flow Analysis - The main funds in the two markets experienced a net outflow of 16.057 billion yuan, with 8 sectors seeing net inflows. The electronics sector led with a net inflow of 5.040 billion yuan and a daily increase of 2.48%, followed by the communication sector with a net inflow of 4.904 billion yuan [1] - The non-bank financial sector had the largest net outflow, totaling 7.087 billion yuan, followed by the power equipment sector with a net outflow of 5.090 billion yuan. Other sectors with significant outflows included pharmaceuticals, basic chemicals, and real estate [1] Power Equipment Sector Performance - In the power equipment sector, 288 out of 361 stocks rose, with 9 hitting the daily limit. The sector had a net inflow of funds into 144 stocks, with 8 stocks receiving over 100 million yuan in net inflows. The top stock for net inflow was KOTAI Power, with 352 million yuan, followed by Kehua Data and Megmeet, with inflows of 287 million yuan and 223 million yuan respectively [2] - The sector also saw 13 stocks with net outflows exceeding 100 million yuan, with the largest outflows from Wolong Electric Drive, Shanghai Electric, and Electric Wind Power, amounting to 1.913 billion yuan, 1.011 billion yuan, and 246 million yuan respectively [2][3] Top Gainers in Power Equipment Sector - The top gainers in the power equipment sector included: - KOTAI Power: +20.01%, turnover rate 18.25%, net inflow 352.48 million yuan - Kehua Data: +7.71%, turnover rate 13.66%, net inflow 286.67 million yuan - Megmeet: +9.04%, turnover rate 13.07%, net inflow 222.95 million yuan [2] Top Losers in Power Equipment Sector - The top losers in the power equipment sector included: - Wolong Electric Drive: +7.97%, turnover rate 22.34%, net outflow -1.913 billion yuan - Shanghai Electric: -1.03%, turnover rate 4.74%, net outflow -1.011 billion yuan - Electric Wind Power: -5.37%, turnover rate 6.23%, net outflow -246 million yuan [3]

Market Performance - The other power equipment sector increased by 2.74% on August 18, with KOTAI Power leading the gains [1] - The Shanghai Composite Index closed at 3728.03, up 0.85%, while the Shenzhen Component Index closed at 11835.57, up 1.73% [1] Individual Stock Performance - KOTAI Power (300153) closed at 42.83, with a significant increase of 20.01% and a trading volume of 581,000 shares [1] - Other notable performers included: - Zhongheng Electric (002364) at 22.70, up 9.98% [1] - Magpower (002851) at 78.52, up 9.04% [1] - Haibo Technology (688411) at 108.99, up 9.01% [1] - Kexin Tutorial (002335) at 52.00, up 7.71% [1] Capital Flow Analysis - The other power equipment sector experienced a net outflow of 255 million yuan from institutional investors, while retail investors saw a net inflow of 440 million yuan [2] - The capital flow for individual stocks showed: - KOTAI Power had a net inflow of 3.50 billion yuan from institutional investors [3] - Zhongheng Electric had a net inflow of 85.49 million yuan from institutional investors [3] - Magpower had a net inflow of 163 million yuan from institutional investors [3]