Group 1 - The top 20 stocks with significant capital inflow as of February 2 include Zhongchao Holdings (1.435 billion), Shenghong Technology (676 million), and Xibu Materials (601 million) [1] - Zhongchao Holdings experienced a price increase of 9.96%, while Shuangjie Electric saw a notable rise of 16.58% [2] - The sectors represented among the top inflow stocks include power grid equipment, electronic components, and the liquor industry [2][3] Group 2 - Other notable stocks with significant inflows include Guizhou Moutai (5.46 billion), Baobian Electric (5.45 billion), and Zhejiang Wenlian (5.36 billion) [1] - The banking sector is represented by Industrial and Commercial Bank of China, which had an inflow of 348 million [3] - The highest percentage increase in stock price was observed in Tongguang Cable, which rose by 20% [3]

分析人士认为，随着人工智能技术的飞速发展，算力背后的电力支撑已成为制约行业发展的关键一环，变压器作为能源转换的核心枢纽，其战 略地位大幅提升。中国企业在该领域拥有全球最完整的产业链和极具竞争力的成本优势，在海外产能短期无法扩大的背景下，中国变压器企业 将长期受益于全球能源结构转型及AI基础设施建设带来的双重红利。未来几年，随着国内外电网投资的持续落地，具备核心技术优势和出海能 力的龙头企业有望持续兑现业绩。（文馨） 从更宏观的视角来看，中国电网设备行业正迎来历史性的发展窗口期，其核心逻辑在于国内与国际市场的有效共振。国内方面，为破解新能源 消纳与新型负荷激增的核心矛盾，以特高压为骨干、配电网为支撑的新型电力系统建设已全面提速；海外方面，全球电网升级浪潮与AI数据中 心爆发式增长，共同推升了高端电力设备的迭代需求，为具备技术与成本优势的中国龙头企业打开了广阔的出海空间。 国金证券发布的研究报告指出，变压器作为电网的核心设备，近几年出口情况始终维持高位。其中，技术难度更高、扩产周期更长的电力变压 器出口增速相比配电变压器更快。2025年1月至11月，电力变压器出口55亿美元，同比增长49%，而配电变压器出口25亿 ...

责任编辑：小浪快报 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 02月02日消息，截止13:35，光纤光缆板块活跃，通鼎互联、杭电股份、汉缆股份涨停，通光线缆、长 飞光纤等个股涨幅居前。 ...

Group 1 - The A-share market indices continued to decline, but the power grid equipment sector showed strong performance, with the only power grid equipment ETF (159326) rising by 2.38% and achieving a trading volume of 1.239 billion yuan [1] - Major stocks in the sector, including Double Star Electric, Electric Power Research Institute, and others, reached their daily limit, with Ankao Zhidian rising over 15% and Tongguang Cable increasing over 13% [1] - The global AI computing power construction is entering an explosive growth phase, with high-power and stable power supply becoming essential for computing clusters, leading to a surge in demand for power transformers [1] Group 2 - In regions like Guangdong and Jiangsu, many transformer factories are operating at full capacity, with some orders for data center-related businesses scheduled until 2027 [1] - Elon Musk highlighted the explosive growth in power demand for AI supercomputing clusters and data centers, indicating a critical shortage of high-performance transformers [1] - According to Guojin Securities, the export of power transformers has maintained a high level, with a significant increase in exports of power transformers compared to distribution transformers, reaching 5.5 billion USD with a year-on-year growth of 49% [1] Group 3 - The power grid equipment ETF (159326) tracks the CSI Power Grid Equipment Theme Index, with a strong representation in sectors such as transmission and transformation equipment, grid automation equipment, and cable components [2] - The smart grid sector has a high weight of 88%, and ultra-high voltage equipment accounts for 65%, both being the highest in the market [2]

Core Viewpoint - The A-share market is witnessing a rise in commercial aerospace stocks, with several companies experiencing significant gains in their stock prices [1] Group 1: Stock Performance - Tongguang Cable has increased by over 14% [1] - Tianyin Electromechanical has risen by more than 12% [1] - Western Materials and Zhongchao Holdings have both seen increases of over 9% [1] - Dinggu Jichuang and Liujin Technology have both gained over 8% [1] - Heshun Electric has risen by more than 7% [1] - Paker New Materials has increased by over 6% [1] - Jiangshun Technology, Changjiang Communication, Guoji Precision, Dongfang Molybdenum, and Tongyu Communication have all seen gains of over 5% [1]

消息面上，SpaceX已向美国联邦通信委员会(FCC)提交申请，计划发射高达100万颗卫星，目标打造太 空算力卫星星座。另外，SpaceX积极推进上市进程，拟吸收xAI整合业务，还与苹果拟联合推动手机直 连卫星服务。 格隆汇2月2日｜A股市场商业航天股逆势上涨，截至半日收盘，通光线缆涨超14%，天银机电涨超 12%，西部材料、中超控股涨超9%，顶固集创、流金科技涨超8%，和顺电气涨超7%，派克新材涨超 6%，江顺科技、长江通信、国机精工、东方钼业、通宇通讯涨超5%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300265 | 通光线缆 | 1 | 14.94 | 70.14亿 | 11.94 | | 300342 | 天银机电 | 1 | 12.16 | 238亿 | 68.73 | | 002149 | 西部材料 | 1 | 9.49 | 263亿 | 18.44 | | 002471 | 中超控股 | 1 | 9.32 | 117亿 | 6.73 | | 300749 | 顶固集创 | | 8 ...

2月2日，A股市场商业航天（核心股）股逆势上涨，截至半日收盘，通光线缆涨超14%，天银机电涨超 12%，西部材料、中超控股涨超9%，顶固集创、流金科技涨超8%，和顺电气涨超7%，派克新材涨超 6%，江顺科技、长江通信、国机精工、东方钼业、通宇通讯涨超5%。 消息面上，SpaceX已向美国联邦通信委员会(FCC)提交申请，计划发射高达100万颗卫星，目标打造太 空算力（核心股）卫星星座。另外，SpaceX积极推进上市进程，拟吸收xAI整合业务，还与苹果拟联合 推动手机直连卫星服务。 中信建投研报称，继续看多商业航天（核心股）。航天侧，SpaceX积极推进上市进程，拟吸收xAI整合 业务；同时，SpaceX向FCC提交百万颗AI卫星申请，目标打造太空算力（核心股）卫星星座；苹果与 SpaceX拟联合推动手机直连卫星服务，商业航天下游应用领域有望拓展。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300265 | 通光线缆 | 1 | 14.9 ...

格隆汇1月29日丨通光线缆(300265.SZ)在投资者互动平台表示，公司柔性电缆产品应用于工业机器人及 其拖链移动系统、港口机械和无人化码头、汽车自动化生产线以及铁路轨道车辆线缆等，尚未应用于人 形机器人。 ...

证券日报网讯1月27日，通光线缆（300265）在互动平台回答投资者提问时表示，公司是国家电网、南 方电网、通信运营商、中航集团、航天科技（000901）集团、航天科工集团和中国电子科技集团的各主 机单位和科研院所等单位的主要合格供应商。 ...

证券日报网讯1月27日，通光线缆（300265）在互动平台回答投资者提问时表示，公司与长飞光纤 （601869）合资设立的子公司主要从事光纤光缆的研发、生产和销售，主要客户为通信运营商。 ...