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]

2月2日早盘，A股市场震荡调整。截至午间收盘，上证指数跌1.32%，深证成指跌1.41%，创业板指跌1.18%，科创综指跌2.28%。沪深北三市半日成交 16569亿元，新易盛（300502）成交额达275.32亿元，位居A股第一。 早盘，电网设备概念逆势走强，板块内多只个股涨停。截至午间收盘，电科院、双杰电气以20%幅度涨停，安靠智电、通光线缆涨超10%，森源电气、保 变电气、广电电气等多只个股涨停。 | 双杰电气 | 15.56 | 19.97% | 2.59 | | --- | --- | --- | --- | | 300444 | | | | | 电科院 | 9.68 | 19.95% | 1.61 | | 300215 | | | | | 安靠智电 | 47.74 | 17.82% | 7.22 | | 300617 | | | | | 红相股份 | 15.48 | 11.53% | 1.60 | | 300427 | | | | | 灿能电力 | 25.52 | 10.38% | 2.40 | | 920299 融 | | | | | 森源电气 | 7.54 | 10.07% | 0.69 | ...

Core Viewpoint - The power grid equipment sector is experiencing a strong performance, with multiple companies reaching their daily price limit increases [1] Group 1: Market Performance - The following companies have hit their daily price limit: Shuangjie Electric, Senyuan Electric, Baobian Electric, Sanbian Technology, Guangdian Electric, Baiyun Electric, Dalian Electric Porcelain, Hangdian Co., and Hancable [1] - Hongxiang Co. is also noted for significant gains, although it is currently involved in a rights protection issue [1]

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 ...

Market Performance - The grid equipment sector increased by 1.12% compared to the previous trading day, with Anke Zhidian leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] Top Gainers in Grid Equipment Sector - Anke Zhidian (300617) closed at 43.99, up 11.20% with a trading volume of 207,700 shares and a transaction value of 906 million [1] - Zhongchao Holdings (002471) closed at 8.56, up 10.03% with a trading volume of 1,191,000 shares and a transaction value of 1.02 billion [1] - Sanbian Technology (002112) closed at 23.96, up 10.01% with a trading volume of 697,500 shares and a transaction value of 1.62 billion [1] Decliners in Grid Equipment Sector - Honglin Power (301439) closed at 17.16, down 3.00% with a trading volume of 210,000 shares and a transaction value of 363 million [2] - Kaifa Electric (300407) closed at 13.42, down 2.89% with a trading volume of 185,700 shares and a transaction value of 249 million [2] - Jiangsu Huachen (603097) closed at 35.20, down 1.95% with a trading volume of 90,600 shares and a transaction value of 326 million [2] Capital Flow Analysis - The grid equipment sector experienced a net outflow of 2.656 billion from institutional investors, while retail investors saw a net inflow of 1.903 billion [2] - The sector's capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2] Individual Stock Capital Flow - Sanbian Technology (002112) had a net inflow of 296 million from institutional investors, but a net outflow of 118 million from retail investors [3] - Jicheng Electronics (002339) saw a net inflow of 226 million from institutional investors, with a significant net outflow of 103 million from retail investors [3] - Zhongchao Holdings (002471) had a net inflow of 215 million from institutional investors, but also faced a net outflow of 95 million from retail investors [3]

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 ...

Market Performance - The ChiNext Index fell by 1.79%, closing at 3277.98 points, with a total trading volume of 709.27 billion yuan, a decrease of 5.791 billion yuan from the previous trading day [1] - Among the tradable ChiNext stocks, 377 stocks closed higher, with 14 stocks rising over 10%, while 991 stocks closed lower, including 7 stocks that fell over 10% [1] Turnover Rate - The average turnover rate for ChiNext stocks today was 5.01%, with 40 stocks having a turnover rate exceeding 20% [1] - The highest turnover rate was recorded by Blue Arrow Electronics at 46.83%, followed by Double杰 Electric at 46.79% [1] Sector Analysis - In terms of sector performance, the electronics industry had the most stocks with a turnover rate exceeding 20%, followed by power equipment and basic chemicals [2] Institutional Activity - Six high-turnover ChiNext stocks appeared on the Dragon and Tiger List, with institutional participation noted in several stocks, including Yunhan Chip City and Double杰 Electric [3] - Yunhan Chip City saw a net institutional buy of 26.86 million yuan, while Double杰 Electric experienced a net institutional sell of 10.56 million yuan [3] Capital Flow - Among high-turnover stocks, 19 stocks experienced net inflows of main funds, with the highest inflows seen in Sifangda, Doctor Glasses, and Tianlong Group [4] - Conversely, Tianyin Machinery, Shennong Agriculture, and Double杰 Electric had significant net outflows [4] Earnings Forecast - Six high-turnover stocks released earnings forecasts for 2025, with five stocks expecting profit increases and one stock expecting a profit [4] - The stock with the highest expected net profit growth is Chuanjin Nuo, with a projected net profit of 455 million yuan, representing a year-on-year increase of 158.44% [4]

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 ...