证券代码：300444 证券简称：双杰电气 公告编号：2026- 004 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为正值且属于同向上升 50%以上情形 （1）以区间数进行业绩预告的 单位：万元 | 项 目 | 本报告期 | | | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 归属于上市公司 | | 17,000 | ～ | 20,000 | 8,084.06 | | 股东的净利润 | 比上年同期增长 | 110.29 | ～ | 147.40% | | | | | % | | | | | 扣除非经常性损 | | 8,000 | ～ | 10,000 | 15,566.87 | | 益后的净利润 | 比上年同期下降 | 48.61% | ～ | 35.76% | | 北京双杰电气股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证公告内容的真实、准确和完整， 没有虚假记载、误导性陈述或者重大遗漏。 公司 2025 年归属于上市公司股东的净利润同比增长 ...

证券之星消息，1月23日电网设备板块较上一交易日上涨1.12%，安靠智电领涨。当日上证指数报收于 4136.16，上涨0.33%。深证成指报收于14439.66，上涨0.79%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 300617 | 安靠智电 | 43.99 | 11.20% | 20.77万 | | 9.06亿 | | 002471 | 中超控股 | 8.56 | 10.03% | 119.10万 | | 10.20亿 | | 002112 | 三变科技 | 23.96 | 10.01% | C 69.75万 | | 16.16 Z | | 002339 | 积成电子 | 11.48 | 9.96% | 63.22万 | | 6.95亿 | | 300444 | 双杰电气 | 14.95 | 7.55% | 189.69万 | | 28.15 乙 | | 605222 | 起帆电缆 | 22.82 | 7.29% | 19.70万 | | ...

Market Overview - As of January 21, the Shanghai Composite Index closed at 4116.94 points, up by 3.29 points, with a growth rate of 0.08% [1] - The Shenzhen Component Index closed at 14255.13 points, increasing by 99.50 points, representing a growth rate of 0.70% [1] - The ChiNext Index closed at 3295.52 points, rising by 17.54 points, with a growth rate of 0.54% [1] High Turnover Stocks - A total of 80 A-shares had a turnover rate exceeding 20% on this day, with Aisheren reaching a turnover rate of over 50% [1] - The stock Aisheren had a closing price of 44.04 yuan, with a turnover rate of 78.23% and a significant increase of 175.59% [1] - Other notable stocks with high turnover rates include: - Nabai Chuan: Closing price 86.26 yuan, turnover rate 44.53%, increase of 9.87% [1] - Guangdian Electric: Closing price 6.09 yuan, turnover rate 44.40%, increase of 9.93% [1] - Jintaiyang: Closing price 39.13 yuan, turnover rate 44.16%, increase of 19.96% [1] Additional High Turnover Stocks - Other stocks with notable turnover rates include: - Blue Arrow Electronics: Closing price 36.75 yuan, turnover rate 43.18%, increase of 2.45% [1] - Sanbian Technology: Closing price 21.06 yuan, turnover rate 41.55%, decrease of 8.03% [1] - Hongbaoli: Closing price 9.59 yuan, turnover rate 39.79%, increase of 9.98% [1] - The stock with the highest turnover rate in the second list is Tai Li Technology, with a turnover rate of 28.52% and an increase of 6.32% [2] Summary of Notable Stocks - The stock with the highest turnover in the third list is Tian Di Online, with a turnover rate of 22.08% and an increase of 10.01% [3] - Other significant stocks include: - New Henghui: Closing price 85.76 yuan, turnover rate 22.04%, increase of 2.22% [3] - Jiangtian Chemical: Closing price 31.56 yuan, turnover rate 22.01%, increase of 4.12% [3]

Group 1 - The electric grid equipment sector experienced a decline at the beginning of trading on January 21, with HeShun Electric falling over 7% [1] - Other companies in the sector, including XinTe Electric, ZhongNeng Electric, WangBian Electric, and ShuangJie Electric, also saw significant drops in their stock prices [1]

| 代码 | 名称 | 涨幅 | 现价 几天几板� | 涨停分析 | | --- | --- | --- | --- | --- | | 002969 | 嘉美包装 | +10.00% | 18.92 23天16板 | 控制权变更+三片罐龙头+饮 | | 002931 | 锋龙股份 | +10.00% | 74.77 15连板 | 复牌+优必选入主+机器人概 | | 002201 | 九鼎新材 | +10.02% | 13.94 5天3板 | 风电叶片+商业航天+玻纤新 | | 002546 | 新联电子 | +10.01% | 10.00 4天3板 | 电网设备+虚拟电厂+用电采 | | 002498 | 汉缆胶价 | +10.00% | 5.28 3连板 | 特高压+海上风电+高压电缆 | | 002358 | 森源电气 | +10.00% | 7.81 3连板 | 特高压+电网设备+河南国资 | | 601616 | 广电电气 | +9.92% | 5.54 3连板 | 电网设备+数据中心+出口 | | 605580 | 恒感能源 | +10.01% | 27.47 4天2板 | 培育钻石+芯片散热+热 ...

创业板指今日下跌1.79%，报收3277.98点，创业板全日成交额7092.73亿元，比上个交易日减少57.91亿 元。今日可交易创业板股中，377只股收盘上涨，涨幅超过10%的有14只，其中，*ST长药、江天化学、 佳云科技等4股涨停，涨幅在5%至10%之间的有28只，收盘下跌的有991只，跌幅超10%的有7只，易点 天下等1股收盘跌停。 交易所公开信息显示，今日高换手率创业板股共有6只上榜龙虎榜，买卖居前营业部中，有6股出现机构 身影，云汉芯城有3家机构专用席位上榜，合计净买入2686.12万元，双杰电气有3家机构专用席位上 榜，合计净买入1056.13万元，华是科技有5家机构专用席位上榜，合计净卖出94.64万元，蓝箭电子有2 家机构专用席位上榜，合计净卖出667.88万元，红相股份有4家机构专用席位上榜，合计净卖出4036.40 万元，深股通现身3股龙虎榜，云汉芯城获深股通净买入2006.35万元，双杰电气获深股通净买入1429.87 万元，蓝箭电子获深股通净卖出2793.90万元，营业部净买入居前的有延江股份、红相股份、蓝箭电 子，净买入金额分别为4623.38万元、3676.98万元、929.32 ...

双杰电气1月20日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 深股通专用 | 12039.22 | 10609.36 | | 买二 | 机构专用 | 6766.80 | 4258.50 | | 买三 | 机构专用 | 6148.35 | 4526.76 | | 买四 | 机构专用 | 3755.51 | 6829.27 | | 买五 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 3612.18 | 3529.50 | | 卖一 | 国泰海通证券股份有限公司成都北一环路证券营业部 | 34.87 | 10891.66 | | 卖二 | 深股通专用 | 12039.22 | 10609.36 | | 卖三 | 机构专用 | 3755.51 | 6829.27 | | 卖四 | 国泰海通证券股份有限公司武汉紫阳东路证券营业部 | 114.55 | 6412.49 | | 卖五 | 招商证券股份有限公司深圳益田路免税商务大厦证券营 | 2797.26 | 4620. ...

双杰电气(300444.SZ)今日涨3.64%，换手率46.79%，成交额45.29亿元。龙虎榜数据显示，深股通买入1.2亿元，卖出1.06亿元，净买入1430万元；游资"成都 系"位列卖一席位，净卖出1.09亿元。上榜席位全天买入3.53亿元，卖出5.17亿元，合计净卖出1.64亿元。(格隆汇) | 买入金额最大的前5名 | | | | | | | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | 1 | 深股通专用 | 848次 49.06% | 2 | 12039.22 | 2.66% | | 2 | 机构专用 | 1909次 42.38% | A | 6766.80 | 1 49% | | 3 | 机构专用 | 1909次 42.38% | A | 6148.35 | 1.36% | | 4 | 机构专用 | 1909次 42.38% | A | 3755.51 | 0.83% | | 5 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 566次 31.80% | ▲ | 3612.18 ...

| 证券代码 | 证券简称 | 收盘价（元） | 换手率（%） | 涨跌幅（%） | | --- | --- | --- | --- | --- | | 002112 | 三变科技 | 22.90 | 56.66 | 4.23 | | 301348 | 蓝箭电子 | 35.87 | 46.83 | 12.06 | | 300444 | 双杰电气 | 15.36 | 46.79 | 3.64 | | 300427 | 红相股份 | 18.11 | 43.24 | 0.67 | | 920046 | 亿能电力 | 27.24 | 42.69 | 11.14 | | 920086 | 科马材料 | 41.49 | 42.48 | 3.08 | | 002115 | 三维通信 | 14.25 | 42.44 | -9.98 | | 920299 | 灿能电力 | 28.17 | 41.51 | 0.25 | | 001260 | 坤泰股份 | 25.50 | 39.56 | 3.07 | | 603352 | C至信 | 53.43 | 39.11 | 2.67 | | 002119 | 康强电子 | 23.91 | ...

Core Viewpoint - The electric grid equipment sector is experiencing a significant surge, driven by substantial investments from the State Grid and Southern Power Grid, marking a new phase in China's energy transition [1] Investment and Market Dynamics - The State Grid announced a fixed asset investment of 4 trillion yuan during the 14th Five-Year Plan, while Southern Power Grid disclosed an investment scale of 180 billion yuan for 2026, indicating a shift towards annual investments nearing 1 trillion yuan [1] - This investment not only sets a historical high but also signifies the acceleration of new power system construction from planning to implementation, providing crucial support for China's energy transition [1] Industry Trends and Future Outlook - The consensus in the industry is that "the end of AI is electricity," highlighting the critical role of power supply in the development of AI technologies, especially with the increasing energy demands of large models like GPT-5 [1] - Goldman Sachs predicts that by 2030, AI data centers will increase global electricity demand by 175% compared to 2023, emphasizing the mismatch in the speed of data center construction and transmission line installation [1] - Dongguan Securities notes that significant projects in China, such as smart grids and urban-rural grid renovations, require substantial electric grid equipment, leading to a demand for efficient, energy-saving, and environmentally friendly transformers [1] Investment Products - The Tianhong CSI Electric Grid Equipment Theme Index closely tracks the performance of 80 listed companies involved in ultra-high voltage and smart grid construction, reflecting the overall performance of electric grid equipment stocks [2] - Investors interested in capitalizing on the growth of AI computing power may consider the Tianhong CSI Electric Grid Equipment Index [2]