（编辑 楚丽君） 证券日报网讯 1月16日，红相股份在互动平台回答投资者提问时表示，公司将严格按照信息披露要求履 行信息披露义务，公司基本面未有应披露而未披露的重大变化，公司订单情况请留意公司相关公告，二 级市场股价受多种因素影响，公司无法给出走势预测，请注意投资风险。 ...

| 五矿发展 | 10.02% | -284.93 | | --- | --- | --- | | 亿能电力 | 0.16% | -288.46 | | 拓日新能 | -8.04% | -411.58 | | 灿能电力 | -0.29% | -617.04 | | 南方路机 | 4.44% | -661.56 | | 天岳先进 | 20.00% | -774.31 | | 志特新材 | -20.01% | -1419.14 | | 蓝箭电子 | 13.51% | -2080.47 | | 大位科技 | -6.15% | -2215.34 | | 美登科技 | -9.16% | -2362.59 | | 惠博普 | -3.32% | -2653.56 | | 矽电股份 | 3.39% | -3206.19 | | 康强电子 | 10.02% | -3418.90 | | 盈新发展 | 10.16% | -3715.56 | | 福赛科技 | 20.00% | -3775.72 | | 通富微电 | 10.00% | -8678.32 | | 思源电气 | 10.00% | -29157.82 | | 新泉股份 ...

Market Performance - The ChiNext Index fell by 0.20%, closing at 3361.02 points, with a total trading volume of 846.36 billion yuan, a decrease of 3.36 billion yuan compared to the previous trading day [1] - Among the tradable ChiNext stocks, 678 closed higher, with 25 stocks rising over 10%, including Huakang Clean and Henghui Security, while 693 stocks closed lower, with 15 stocks dropping over 10% [1] Turnover Rate - The average turnover rate for the ChiNext today was 5.75%, with 55 stocks having a turnover rate exceeding 20% and 205 stocks between 10% and 20% [1] - The highest turnover rate was for Blue Arrow Electronics at 54.25%, followed by Hongxiang Co. at 40.36% [1] Institutional Activity - In the high turnover stocks, 10 stocks appeared on the Dragon and Tiger List, with 8 stocks showing institutional participation [3] - Hongxiang Co. had a net institutional buy of 202 million yuan, while Tai Li Technology had a net buy of 53.96 million yuan [3] Capital Flow - Among high turnover stocks, 25 experienced net inflows from main funds, with significant inflows into XW Communication and Haozhi Machinery, amounting to 364 million yuan and 283 million yuan respectively [4] - Conversely, Blue Focus and Hand Information saw substantial net outflows of 1.978 billion yuan and 953 million yuan respectively [4] Earnings Forecasts - Five high turnover stocks released earnings forecasts for 2025, with three expecting profit increases [4] - The highest expected profit growth is from Shanhe Pharmaceutical Auxiliary, with a projected net profit increase of 50.31% [4]

红相股份今日上涨11.33%，全天换手率40.36%，成交额31.87亿元，振幅17.74%。龙虎榜数据显示，机 构净买入2.02亿元，营业部席位合计净买入6604.67万元。 深交所公开信息显示，当日该股因日换手率达40.36%上榜，机构专用席位净买入2.02亿元。 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8.16亿元，其中，买入成交额为5.42亿 元，卖出成交额为2.74亿元，合计净买入2.68亿元。 具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买一、买二、买三、卖一、卖二，合 计买入金额3.84亿元，卖出金额1.82亿元，合计净买入2.02亿元。 近半年该股累计上榜龙虎榜10次，上榜次日股价平均涨2.80%，上榜后5日平均涨4.49%。 资金流向方面，今日该股主力资金净流入8997.27万元，其中，特大单净流入8374.08万元，大单资金净 流入623.19万元。近5日主力资金净流入7667.67万元。 红相股份1月16日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买 ...

Core Viewpoint - The smart grid sector is experiencing strong performance, with several companies leading the market, showcasing advancements in technology and solutions for smart grid applications. Company Summaries - **Senyuan Electric (002358.SZ)**: Latest stock price: 6.45 CNY, daily increase: 10.07%. A leading provider of intelligent power equipment solutions, offering products like smart high and low voltage switchgear and smart substation automation systems with features such as status monitoring and remote control [1]. - **Hancable Co., Ltd. (002498.SZ)**: Latest stock price: 8.46 CNY, daily increase: 10.10%. Notable for its technological advantages in high and ultra-high voltage cross-linked cables, providing online monitoring solutions for smart substations, essential for the safe and stable operation of smart grids [2]. - **Electric Power Research Institute (300215.SZ)**: Latest stock price: 8.16 CNY. A national independent third-party comprehensive electrical testing organization, covering critical areas such as ultra-high voltage transmission and transformation equipment and smart grid devices [3]. - **Jicheng Electronics (002339.SZ)**: Latest stock price: 10.36 CNY, daily increase: 20.00%. A leading provider of overall solutions for smart grids, with a product line covering all aspects of generation, transmission, transformation, distribution, usage, and dispatch, featuring automated systems for fault diagnosis and self-healing [4]. - **Guangdian Electric (601616.SH)**: Latest stock price: 10.10 CNY, daily increase: 10.10%. Focused on smart transmission and distribution equipment for 40.5KV and below, integrating smart monitoring functions to meet the automation needs of smart grid distribution networks [5]. - **Hongsheng Huayuan (601096.SH)**: Latest stock price: 4.58 CNY, daily increase: 10.59%. Develops smart energy management systems, enabling real-time cloud monitoring of substation equipment through smart gateways and utilizing AI technology to optimize energy structures [6]. - **Siyuan Electric (002028.SZ)**: Latest stock price: 185.90 CNY, daily increase: 10.02%. Manufacturer with capabilities in research and production of primary and secondary equipment for power systems, covering five major categories of smart grid business including reactive power compensation and digital substations [7]. - **Xigao Institute (688334.SH)**: Latest stock price: 25.06 CNY, daily increase: 19.50%. A leader in testing for ultra-high voltage, focusing on the construction of smart grids and providing inspection, testing, certification, and technical services for key equipment like high voltage switches and transformers [8]. - **New Wind Light (688663.SH)**: Latest stock price: 55.00 CNY, daily increase: 15.55%. Offers high voltage dynamic reactive power compensation devices (SVG) and energy storage PCS products for smart grid projects, enhancing grid stability and power quality [9]. - **Hongxiang Co., Ltd. (300427.SZ)**: Latest stock price: 15.62 CNY, daily increase: 10.78%. Engages in providing power detection and monitoring equipment to ensure grid safety, along with secondary fusion switch devices and distribution automation terminals for smart distribution networks [10]. - **Wansheng Intelligent (300882.SZ)**: Latest stock price: 24.90 CNY, daily increase: 8.07%. Focuses on the power distribution industry, specializing in smart meters and electricity information collection systems, essential components of the smart grid usage segment [11]. - **Yubang Electric (688597.SH)**: Latest stock price: 9.93 CNY, daily increase: 7.70%. A key supplier for national smart grid and power IoT, providing smart meters, collection terminals, and intelligent inspection services, covering the entire chain of "source, network, load, storage, intelligence" [11]. - **Hualing Cable (001208.SZ)**: Latest stock price: 25.44 CNY, daily increase: 7.12%. A domestic special cable manufacturer responding to national smart grid construction, maintaining good business relationships with State Grid and Southern Grid [13]. - **Baiyun Electric (603861.SH)**: Latest stock price: 14.60 CNY, daily increase: 6.96%. A comprehensive service provider for power energy, increasing investment in "secondary" intelligent technology to offer green and intelligent transmission and distribution products and system solutions [14]. - **Jiechuang Intelligent (301248.SZ)**: Latest stock price: 66.73 CNY. Smart grid is part of the company's smart city business, providing intelligent solutions for Southern Grid and China General Nuclear Power, collaborating with various local grid units [15]. - **Changgao Electric New (002452.SZ)**: Latest stock price: 9.50 CNY, daily increase: 6.15%. A major manufacturer of high voltage isolating switches, widely used in smart grid transmission and distribution, recognized as an excellent supplier for State Grid and Southern Grid [16].

Core Viewpoint - The news highlights a significant increase in the power equipment sector, with a notable rise in stock prices for several companies, particularly XinFengGuang, which led the gains with a 15.55% increase [1]. Group 1: Market Performance - The power equipment sector rose by 1.87% on the trading day, while the Shanghai Composite Index fell by 0.26% to close at 4101.91, and the Shenzhen Component Index decreased by 0.18% to 14281.08 [1]. - XinFengGuang (688663) closed at 55.00, up 15.55%, with a trading volume of 117,200 shares and a transaction value of 608 million yuan [1]. - Other notable gainers included Hongxiang Co. (300427) with an 11.33% increase, Hanlan Co. (002498) and Guangdian Electric (601616) both up by 10.10%, and several others showing increases around 10% [1]. Group 2: Fund Flow Analysis - The power equipment sector experienced a net outflow of 3.512 billion yuan from institutional investors, while retail investors saw a net inflow of 2.207 billion yuan [2]. - The data indicates that speculative funds had a net inflow of 1.305 billion yuan into the sector [2]. - Specific stocks like SiYuan Electric (002028) and Guangdian Electric (601616) showed varying levels of net inflow and outflow from different investor types, with SiYuan Electric having a net inflow of 2.57 billion yuan from institutional investors [3].

Core Viewpoint - The A-share market is experiencing a slight decline, with the Shanghai Composite Index at 4104.22 points, down 0.20% and trading below the five-day moving average, while the total trading volume is 25,230.04 billion yuan [1]. Group 1: Market Performance - As of 1:59 PM, the Shanghai Composite Index is at 4104.22 points, reflecting a decrease of 0.20% [1]. - The total trading volume in the A-share market is reported at 25,230.04 billion yuan [1]. Group 2: Stocks Exceeding Five-Day Moving Average - A total of 778 A-shares have surpassed the five-day moving average today [1]. - Notable stocks with significant deviation rates include: - Tianyue Advanced (乖离率 15.31%) with a price increase of 20.00% [1]. - Fusa Technology (乖离率 15.11%) also increased by 20.00% [1]. - Huning Co. (乖离率 15.00%) with a 20.00% rise [1]. - Other stocks with smaller deviation rates include: - Weibohydraulic, Jinyinhe, and Ecovacs, which have just crossed the five-day moving average [1].

Core Viewpoint - The strong performance of the ultra-high voltage (UHV) sector is driven by the announcement from the State Grid regarding a significant increase in fixed asset investment during the 14th Five-Year Plan period, which is expected to reach 4 trillion yuan, a 40% increase compared to the previous plan [1] Investment Direction - The focus of investments will be on constructing a new power system, with an average annual increase of 20 million kilowatts in wind and solar energy installations, aiming to raise the share of electricity in final energy consumption to 35% [1] - Accelerating the construction of UHV direct current transmission channels, with cross-regional and cross-provincial transmission capacity expected to increase by over 30% compared to the end of the 14th Five-Year Plan [1] - Enhancing the electrification level of end-use energy to meet the demand for 35 million charging facilities [1] Market Outlook - CITIC Securities recently indicated that investment in the power grid is expected to maintain stable growth during the 14th Five-Year Plan, driven by continuous growth in electricity consumption, with an average annual growth rate of 5%-6% anticipated [1] - The growth rate of electricity consumption is expected to maintain an elasticity range of 1.2-1.25 compared to GDP growth [1] - The market shows a clear expectation of preemptive trading in domestic demand, with the UHV and digitalization sectors expected to face significant pressure by 2025 but have already shown signs of a bottom reversal, indicating potential investment value during the new five-year planning window [1]

Group 1 - The A-share market's smart grid concept stocks continue to perform strongly, with Wan Sheng Intelligent approaching a 20% limit up, and Can Energy Power rising over 13% [1] - The investment in China's power grid during the 14th Five-Year Plan is expected to reach 4 trillion yuan, a 40% increase compared to the previous plan, with annual investments around 1 trillion yuan during the 15th Five-Year Plan [1] - The investment forecast for State Grid and Southern Grid in 2026 is expected to reach 700 billion yuan and 189 billion yuan, respectively, with year-on-year growth of 7.6% and 8.0% [1] Group 2 - European data centers are accelerating construction, revealing power supply and demand contradictions, which further stimulate the demand for offshore wind and power interconnection [1] - The continuous high growth in the demand for European grid renovation is beneficial for main grid transformers and switches [1] Group 3 - The stock performance of various companies in the smart grid sector shows significant increases, with Wan Sheng Intelligent up by 19.44%, Can Energy Power by 13.45%, and He Shun Electric by 12.49% [2] - The total market capitalization of Wan Sheng Intelligent is 7.876 billion yuan, while Can Energy Power stands at 2.447 billion yuan [2] - The year-to-date performance of these stocks indicates strong growth, with Wan Sheng Intelligent at 46.38% and Can Energy Power at 35.06% [2]

深交所公开信息显示，当日该股因日换手率达35.18%上榜，机构专用席位净卖出1.26亿元。 红相股份今日下跌10.98%，全天换手率35.18%，成交额25.08亿元，振幅14.35%。龙虎榜数据显示，机 构净卖出1.26亿元，营业部席位合计净卖出1.55亿元。 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 机构专用 | 7939.75 | 10920.45 | | 买二 | 机构专用 | 6062.28 | 10814.69 | | 买三 | 东方财富证券股份有限公司拉萨团结路第二证券营业 | 2380.14 | 1041.28 | | | 部 | | | | 买四 | 东方财富证券股份有限公司拉萨东环路第二证券营业 | 2340.55 | 916.28 | | | 部 | | | | 买五 | 东方财富证券股份有限公司拉萨团结路第一证券营业 | 1867.36 | 1322.23 | | | 部 | | | | 卖一 | 机构专用 | 7939.75 | 10920.45 | | 卖二 | 机构专用 | ...