证券之星消息，1月21日电池板块较上一交易日上涨1.04%，华自科技领涨。当日上证指数报收于 4116.94，上涨0.08%。深证成指报收于14255.12，上涨0.7%。电池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) | | | --- | --- | --- | --- | --- | --- | --- | | 300490 | 华自科技 | 15.06 | 12.81% | 101.36万 | | 14.85 亿 | | 300619 | 金银河 | 46.11 | 8.49% | 16.59万 | | 7.44亿 | | 688388 | 嘉元科技 | 44.92 | 7.36% | 19.91万 | | 8.70亿 | | 300390 | 天华新能 | 52.03 | 6.88% | - 53.91万 | | 27.81亿 | | 603659 | 璞泰来 | 29.41 | 6.87% | 72.08万 | | 21.02亿 | | 688353 | 保盛朝申 | 112.77 | 6.60% | 10.66万 | | 11.86亿 | ...

Core Viewpoint - The A-share market has seen a strong performance in smart grid stocks, driven by significant investment announcements from major state-owned power companies, indicating a robust growth outlook for the sector [1] Group 1: Market Performance - Several smart grid stocks have experienced notable gains, with Hanlan Co. and Guangdian Electric hitting the daily limit up, while Huazi Technology and Jinxianda rose over 9% [1] - The total investment in the smart grid sector during the 14th Five-Year Plan period is projected to reach approximately 5 trillion yuan, significantly higher than previous periods [1] Group 2: Investment Announcements - The State Grid has announced a total fixed asset investment of 4 trillion yuan for the 15th Five-Year Plan period (2026-2030), representing a 40% increase compared to the 14th Five-Year Plan [1] - Southern Power Grid is expected to invest around 1 trillion yuan during the same period, with a total investment estimate of approximately 1.8 trillion yuan for the Southern Power Grid [1] Group 3: Stock Performance Data - Hanlan Co. (002498) has a market cap of 19.3 billion yuan and a year-to-date increase of 51.70% [2] - Guangdian Electric (601616) has a market cap of 5.199 billion yuan and a year-to-date increase of 57.77% [2] - Huazi Technology (300490) has a market cap of 5.845 billion yuan and a year-to-date increase of 22.27% [2]

Market Overview - As of January 19, the Shanghai Composite Index closed at 4114.00 points, up 12.09 points, with a gain of 0.29% [1] - The Shenzhen Component Index closed at 14294.05 points, up 12.97 points, with a gain of 0.09% [1] - The ChiNext Index closed at 3337.61 points, down 23.41 points, with a decline of 0.70% [1] Stock Performance - A total of 86 A-shares had a turnover rate exceeding 20%, indicating significant trading activity [1] - Key stocks with high turnover rates included: - Kema Materials (科马材料) with a turnover rate of 62.05% and a closing price of 40.25 yuan, down 26.75% [1] - Kuntai Co. (坤泰股份) with a turnover rate of 54.99% and a closing price of 24.74 yuan, up 4.70% [1] - Sanbian Technology (三变科技) with a turnover rate of 48.63% and a closing price of 21.97 yuan, up 10.02% [1] - Nabichuan (纳百川) with a turnover rate of 44.29% and a closing price of 80.88 yuan, up 8.83% [1] - Hongxiang Co. (红相股份) with a turnover rate of 40.96% and a closing price of 17.99 yuan, up 15.17% [1] Notable Stocks - Other notable stocks with high turnover rates included: - Kangqiang Electronics (康强电子) at 40.96% turnover, closing at 23.48 yuan, up 7.46% [1] - Fangzheng Electric (方正电机) at 39.47% turnover, closing at 16.53 yuan, up 5.09% [1] - Shuangjie Electric (双杰电气) at 39.16% turnover, closing at 14.82 yuan, up 20.00% [1] - Deen Precision (德恩精工) at 39.15% turnover, closing at 24.19 yuan, up 2.76% [1] - C Zhi Xin (C至信) at 37.80% turnover, closing at 52.04 yuan, down 6.54% [1]

Group 1 - The core viewpoint of the article highlights a significant rebound in the A-share energy storage sector on January 19, with several companies experiencing notable stock price increases [1] - Haibo Sichuang saw its stock price rise by over 10%, indicating strong market interest and investor confidence in the company [1] - Other companies in the sector, including Huazi Technology, Airo Energy, Atas, Jinlang Technology, and Sunshine Power, also experienced stock price increases, reflecting a broader positive trend in the energy storage market [1]

Core Viewpoint - The A-share market for smart grid stocks has shown significant strength, with multiple companies experiencing substantial gains following the announcement of a major investment plan by the State Grid Corporation of China [1] Group 1: Market Performance - Smart grid stocks collectively surged, with notable gains including: - Shuangjie Electric up over 17% - Electric Power Research Institute up over 15% - Hongxiang Co., Huasu Technology up over 10% - Several other companies including Hanlan Co., Dalian Electric Porcelain, and others hitting the daily limit up [1] - The overall market sentiment is positive, driven by strong investment forecasts and demand in the sector [1] Group 2: Investment Outlook - The State Grid Corporation has projected a fixed asset investment of 4 trillion yuan during the 14th Five-Year Plan, a 40% increase compared to the previous plan, with an average annual investment of 800 billion yuan, indicating a compound annual growth rate (CAGR) approaching double digits [1] - Investment will focus on the construction of a new power system, aiming to enhance cross-regional and cross-provincial transmission capacity by over 30% compared to the end of the previous plan [1] Group 3: Export Growth - The North American market is experiencing a surge in demand for power equipment driven by aging infrastructure and increased electricity needs from AI data centers, leading to a significant rise in delivery times for transformers and high-voltage cables [1] - From January to November 2025, China's exports of transformers, high-voltage switches, and wires and cables are expected to grow by 35.3%, 29.4%, and 22.9% year-on-year, respectively, indicating a strong international market presence [1]

Group 1 - The smart grid sector is experiencing significant activity, with five stocks hitting the daily limit up, including Electric Power Research Institute rising over 12% and several others reaching the limit up [1] - The current market focus is on the State Grid's unexpected investment scale and the rigid demand for grid upgrades driven by the explosion of AI computing power, alongside the anticipated application of new technologies such as flexible DC and low-frequency transmission [1][3] - The State Grid Corporation announced that fixed asset investment during the 14th Five-Year Plan period is expected to reach 4 trillion yuan, a 40% increase compared to the previous plan, which will continue to promote the construction of large transmission corridors [3] Group 2 - The demand for power transmission and transformation equipment, such as transformers, cables, and insulators, is expected to increase significantly due to the State Grid's increased investment and ongoing projects for upgrading distribution networks [4] - The upgrade of smart grids will drive the digital and intelligent transformation of grid operation and management, creating opportunities for companies focused on the development of automation systems [4] - The market for specialized chips for smart grid terminal devices, including power management and metering chips, is expected to expand steadily, benefiting companies with mature chip development technologies [4] - The trend of collaboration between smart grids and new energy storage systems is clear, leading to a continuous rise in demand for energy storage systems, which will benefit companies providing related products [4]

Core Viewpoint - The industrial control power supply industry is experiencing significant growth driven by the accelerated automation and intelligence transformation in manufacturing, with the market size expected to increase from 115.44 billion yuan in 2015 to 462.12 billion yuan in 2024, representing a compound annual growth rate (CAGR) of 16.7% [1][9]. Group 1: Industry Overview - Industrial control power supplies are specialized devices that convert mains electricity or other power sources into stable direct current suitable for industrial control equipment, characterized by high stability, reliability, and durability [5][6]. - The working principle of industrial control power supplies involves power conversion technologies, including rectification, filtering, voltage regulation, and output [5]. Group 2: Industry Chain - The upstream materials for the industrial control power supply industry include power devices, electronic components, and various metal and mechanical materials, which directly affect the performance and cost of midstream products [5]. - The downstream applications encompass sectors such as machinery manufacturing, power systems, transportation, and petrochemicals, where industrial control power supplies provide stable power support for various control devices, sensors, and actuators [6]. Group 3: Current Industry Status - The power supply industry in China has maintained rapid growth, with the market size reaching 517.4 billion yuan in 2022, a year-on-year increase of 32.3%, and is projected to continue growing to 770.2 billion yuan in 2024 [8][9]. - The demand for industrial automation has surged due to rising labor costs and the need for higher product quality, driving the growth of the industrial control power supply market [9]. Group 4: Competitive Landscape - Domestic companies like Yingjie Electric and Dongfang Sitong are rapidly catching up to international standards, effectively meeting downstream equipment demands and gradually replacing imported products [11]. - The industry still has many small and medium-sized enterprises that primarily serve sectors with lower precision and performance requirements, relying on cost competition to maintain market share [11]. Group 5: Development Trends - Emerging industries such as photovoltaics and rare earth materials are driving the upgrade of the industrial control power supply industry, leading to increased demand for high-quality products [13]. - The industry is expected to shift towards digitalization, with mainstream products evolving from analog-digital combinations to fully digital, modular, intelligent, and programmable solutions [13][14]. - The concentration of the industry is anticipated to increase, with market resources shifting towards leading enterprises that possess economies of scale and technological innovation advantages [15].

Core Viewpoint - Huazi Technology's subsidiary, Huazi Supercomputing, focuses on AI technologies including visual recognition algorithms, image enhancement algorithms, voice enhancement algorithms, customized development of domestic operating systems, multimodal large models, and computing power boards [1] Group 1 - The company is actively engaged in research and application of a full stack of AI technologies [1] - Specific areas of focus include AI visual recognition, image enhancement, and voice enhancement [1] - The subsidiary also works on the development of domestic operating systems and multimodal large models [1]

Core Viewpoint - The company, Huazi Technology (300490), emphasizes its commitment to adhering to information disclosure regulations and has disclosed order-related information as required in its periodic reports [1]. Group 1 - The company responded to investor inquiries on its interactive platform, reinforcing its dedication to transparency [1]. - The company has complied with regulatory requirements regarding the disclosure of order information in its regular reports [1].

Group 1 - The core point of the article is that Huazi Technology (300490) reported a total of 39,373 shareholders as of January 9 [1]