（文章来源：证券时报网） 从投资方向来看，一是新型电力系统构建，年均新增风光新能源装机容量2亿千瓦左右，推动电能占终 端能源消费比重达到35%；二是加快特高压直流外送通道建设，跨区跨省输电能力较"十四五"末提升超 过30%；三是提高终端用能电气化水平，满足3500万台充电设施接入需求。 中信证券近日指出，"十五五"期间电网投资预计将维持稳定增长态势，核心驱动因素来自用电量的持续 增长，预计"十五五"期间用电量年均增速为5%-6%，增速相较GDP增速弹性维持在1.2-1.25区间。市场 对内需的交易呈现明显的预期前置特征，特高压、数智化等在2025年面临较大压力后已出现触底反转预 期，主网架与互联互济等环节保持向好态势，上述板块将在新的五年规划的窗口期下具备布局价值。 特高压概念16日盘中强势拉升，截至发稿，电科院、西高院20%涨停，红相股份涨超15%，灿能电力涨 近12%，保变电气、森源电气、思源电气等均涨停。 消息面上，1月15日，国家电网宣布，"十五五"期间固定资产投资预计达4万亿元，较"十四五"时期增长 40%。这些投资将重点聚焦构建新型电力系统、深化科技创新等方面，以扩大有效投资带动产业链上下 游发展 ...

Group 1 - The core message emphasizes the commitment of Nanjing to enhance service levels for enterprises and strengthen collaboration with State Grid Electric Power Research Institute (NARI Group) to improve national energy security and support the development of the smart grid industry [1][2] - NARI Group is recognized as a leading enterprise in Nanjing's smart grid industry, focusing on becoming a world-class high-tech leader in energy internet, with continuous improvements in innovation capabilities, industrial strength, and development momentum [1] - The city government expresses gratitude for the long-term support from State Grid Corporation and NARI Group in developing a 500 billion yuan smart grid industry cluster in Nanjing [2] Group 2 - The "14th Five-Year Plan" period is identified as a critical phase for comprehensive green transformation in economic and social development, with new requirements for the safety and security of the power system due to the implementation of carbon emission controls and accelerated energy structure transformation [2] - NARI Group is encouraged to leverage its core technological advantages to drive product upgrades and achieve more groundbreaking technological innovations, while also playing a leading role in empowering partners and promoting the collaborative development of upstream and downstream SMEs [2] - Nanjing aims to build a robust ecosystem for the smart grid industry, deepen the integration of production, education, research, and application, and facilitate cooperation in relevant fields to create a conducive environment for enterprise development [2]

Group 1 - The stock price of the company increased by 2.00% on January 7, reaching 6.63 yuan per share, with a total market capitalization of 4.966 billion yuan [1] - The company has seen a year-to-date stock price increase of 4.25%, with a recent 5-day increase of 0.45%, a 20-day decrease of 10.53%, and a 60-day increase of 10.32% [2] - The company reported a revenue of 375 million yuan for the period from January to September 2025, representing a year-on-year decrease of 19.08%, and a net profit attributable to shareholders of -23.2182 million yuan, a decrease of 247.44% [2] Group 2 - The company has cumulatively distributed 871 million yuan in dividends since its A-share listing, with 29.9638 million yuan distributed over the past three years [3] - The company specializes in electrical testing services, with its main revenue sources being high-voltage electrical testing (74.75%) and low-voltage electrical testing (25.25%) [2] - The company is classified under the industry of social services - professional services - testing services, and is associated with concepts such as low-cost, power IoT, small-cap, rural power grid, and smart grid [2]

Core Viewpoint - The two technological projects led by State Grid Shandong Electric Power Research Institute have passed technical appraisal, demonstrating significant economic and social benefits in the application of advanced power distribution technologies [1][2]. Group 1: Project Achievements - The project "High Reliability and High Capacity Distributed Photovoltaic Charging Resource Flexible Distribution Technology and Application" addresses challenges related to the integration of massive distributed photovoltaic resources into the distribution network, focusing on flexible networking, control, and support [2]. - The project "Built-in Sensor for Partial Discharge in Large Oil-filled Equipment and Active Fault Defense Technology and Application" targets early detection of discharge defects in large oil-filled equipment, enhancing the ability to prevent discharge-related failures [2]. Group 2: Technical Details - The flexible distribution technology project has developed a series of core equipment for flexible networking, solving key issues such as the coordinated operation of AC and DC flexible distribution networks, harmonic tracing, and fault handling [2]. - The active fault defense technology project employs high-sensitivity built-in discharge sensors and precise discharge location techniques to improve the explosion-proof capabilities of transformers and other large oil-filled equipment [2]. Group 3: Application and Impact - Both projects have been fully applied in the Shandong power grid for flexible management of distributed resources and have been promoted in other provincial power grids, yielding notable economic and social benefits [1][2]. - The appraisal committee, led by an academician from the Chinese Academy of Engineering, recognized both projects as reaching international leading levels after thorough evaluation [1].

Market Performance - The professional services sector increased by 0.36% on December 26, with C Tian Su leading the gains [1] - The Shanghai Composite Index closed at 3963.68, up 0.1%, while the Shenzhen Component Index closed at 13603.89, up 0.54% [1] Top Gainers - C Tian Su (301449) closed at 114.65, with a significant increase of 27.23% and a trading volume of 102,600 shares, amounting to a transaction value of 1.079 billion yuan [1] - Bei Mining Testing (920160) rose by 16.44% to close at 28.97, with a trading volume of 146,400 shares and a transaction value of 421 million yuan [1] - Lihe Kechuang (002243) increased by 5.37% to close at 10.21, with a trading volume of 514,700 shares and a transaction value of 521 million yuan [1] Top Losers - Kai Pu Testing (003008) decreased by 1.69% to close at 22.05, with a trading volume of 12,900 shares and a transaction value of 28.66 million yuan [2] - Zhong Quan Radiation (300962) fell by 1.68% to close at 16.36, with a trading volume of 35,700 shares and a transaction value of 58.79 million yuan [2] - Jian Yan Yuan (603183) dropped by 1.59% to close at 4.33, with a trading volume of 90,000 shares and a transaction value of 39.42 million yuan [2] Capital Flow - The professional services sector saw a net inflow of 21.41 million yuan from institutional investors, while retail investors contributed a net inflow of 32.55 million yuan [2] - Speculative funds experienced a net outflow of 53.95 million yuan [2] Individual Stock Capital Flow - Bei Mining Testing (920160) had a net inflow of 98.49 million yuan from institutional investors, representing 23.37% of its trading volume [3] - C Tian Su (301449) saw a net inflow of 84.19 million yuan from institutional investors, but a net outflow of 59.42 million yuan from speculative funds [3] - Pu Ni Testing (300887) recorded a net inflow of 8.77 million yuan from institutional investors, while retail investors experienced a net outflow of 32.37 million yuan [3]

（文章来源：证券日报） 证券日报网讯 12月22日晚间，电科院发布公告称，公司第六届董事会第五次会议审议通过《关于募集 资金投资项目延期的议案》。 ...

每经AI快讯，电科院（SZ 300215，收盘价：6.68元）12月22日晚间发布公告称，公司第六届第五次董 事会会议于2025年12月22日在苏州石湖金陵花园酒店以现场表决结合通讯表决的方式召开。会议审议了 《关于募集资金投资项目延期的议案》等文件。 2025年1至6月份，电科院的营业收入构成为：专业技术服务业占比98.23%，其他业务占比1.77%。 截至发稿，电科院市值为50亿元。 （记者 王晓波） 每经头条（nbdtoutiao）——新能源重卡爆单了，11月销量同比增长178%！两班倒都供不应求，客户直 接进厂催单，这情景十年难遇 ...

东吴证券股份有限公司关于 苏州电器科学研究院股份有限公司 募集资金投资项目延期的核查意见 东吴证券股份有限公司（以下简称"东吴证券"、"保荐机构"）作为苏州电 器科学研究院股份有限公司（以下简称"电科院"或"公司"）2016 年度创业 板非公开发行股票的保荐机构，法定持续督导期至 2018 年 12 月 31 日止，由于 公司 2016 年度非公开发行股票募集资金尚未使用完毕，因此东吴证券需对公司 募集资金使用情况继续履行持续督导义务。根据《上市公司募集资金监管规则》 《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》 等有关规定，对电科院非公开发行股票募集资金项目延期的情况进行了核查， 具体情况如下： 一、募集资金基本情况 经中国证券监督管理委员会证监许可[2016]958 号文核准，并经深圳证券交 易所同意，公司由主承销商东吴证券股份有限公司于 2016 年 8 月 16 日向符合 条件的特定投资者非公开发行人民币普通股（A 股）38,322,487.00 股（每股面 值 1 元），每股发行价格为 13.83 元，募集资金总额为人民币 529,999,995.21 元， 扣除承销费 ...

证券代码：300215 证券简称：电科院 公告编号：2025-053 苏州电器科学研究院股份有限公司 关于募集资金投资项目延期的公告 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。 苏州电器科学研究院股份有限公司（以下简称"公司"）于2025年12月22 日召开的第六届董事会第五次会议审议通过了《关于募集资金投资项目延期的议 案》，同意将公司非公开发行股票募集资金投资项目"直流试验系统技术改造项 目"的投资进度进行调整，现将有关情况公告如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于核准苏州电器科学研究院股份有限公司非 公开发行股票的批复》证监许可[2016]958号文核准，公司向符合条件的特定投 资者非公开发行人民币普通股(A股)38,322,487股（每股面值1元），发行价格为 每股人民币13.83元，共募集资金人民币529,999,995.21元。扣除承销费和保荐费 13,500,000.00元后的募集资金为人民币516,499,995.21元，另扣减审计费、律师费、 证券登记费等其他发行费用838,322.49元后，公司本次募集资金净额为人 ...

证券代码：300215 证券简称：电科院 公告编号：2025-052 苏州电器科学研究院股份有限公司 第六届董事会第五次会议决议公告 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。 一、议案审议情况 （一）审议通过《关于募集资金投资项目延期的议案》 苏州电器科学研究院股份有限公司（以下简称"公司"）第六届董事会第五次会 议（以下简称"本次会议"）通知于2025年12月19日以书面送达、电子邮件形式发出。 本次会议于2025年12月22日在苏州石湖金陵花园酒店以现场表决结合通讯表决的方 式召开。本次会议由董事长袁磊先生召集并主持，会议应出席董事九名，实际出席董 事九名。本次会议的通知、召集、召开和表决程序符合《中华人民共和国公司法》及 有关法律、法规、规章、规范性文件及《公司章程》的规定。共有九名董事通过现场 表决结合通讯表决的方式参与会议表决，本次会议经投票表决，审议通过了如下议案： 1、第六届董事会第五次会议决议。 特此公告。 苏州电器科学研究院股份有限公司 董事会 二〇二五年十二月二十二日 目前本项目已完成大部分建设任务，部分试验设备和系统已达到可用状态， ...