| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601727 上海电气 | | 7.54亿 | 14.13% | -4.47 Z | -8.37% | -3.07 Z | -5.75% | | 002364 中恒电气 | | 1.36亿 | 11.23% | -1.03亿 | -8.50% | -3308.75万 | -2.73% | | 002851 麦格米特 | | 8656.70万 | 5.23% | 2771.97万 | 1.68% | -1.14 Z | -6.91% | | 600482 中国动力 | | 4194.60万 | 10.06% | -1504.23万 | -3.61% | -2690.38万 | -6.45% | | 300870 欧陆通 | | 4082.65万 | 5.71% | -863.17万 | -1.21% | -3219.48万 | -4.50% | | 301590 优优绿 ...

证券代码：300593 证券简称：新雷能 公告编号：2025-040 本公司及董事会全体成员保证信息披露内容的真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 公司于 2025 年 6 月 10 日披露《关于特定股东减持股份的预披露 公告》，持有本公司股份 12,387,648 股（占剔除本公司回购专用账 户中的股份数量后总股本比例2.30%）的股东王红昕计划以集中竞价、 大宗交易方式减持本公司股份合计不超过 7,000,000 股（占剔除本公 司回购专用账户中的股份数量后总股本比例 1.30%），自原公告披露 之日起三个交易日后的三个月内进行（法律法规、规范性文件规定不 得 减 持 的 时 间 除 外 ） ， 具 体 内 容 详 见 公 司 于 巨 潮 资 讯 网 （www.cninfo.com.cn）披露的相关公告。 公司于近日收到股东王红昕的《股份减持计划完成告知函》，截 至本公告日，本次减持计划已完成，已通过集中竞价交易、大宗交易 方式合计减持公司股份 7,000,000 股，约占公司总股本的 1.29%，占 剔除本公司回购专用账户中的股份数量后总股本比例 1.30%。根据相 关法律法规的要求 ...

Summary of the Conference Call for Xinle Energy Company Overview - Xinle Energy holds a significant market share in carbon fiber and quartz fiber, effectively responding to price pressures in the military sector while continuously improving gross margins, showcasing strong profitability and risk resilience [2][3] - The company was established in 1997 and went public in 2017, with rapid growth in performance from 2020 to 2022, although it faced revenue declines in 2023-2024 due to a slowdown in industry demand [2][5][7] Financial Performance - Revenue reached 1.7 billion in 2022, but dropped to 900 million in 2023 due to industry demand slowdown [7] - Future revenue is projected to reach 4 to 5 billion, with military and civilian products each contributing around 2 billion [2][8] - The net profit margin is expected to remain around 15%, leading to profits exceeding 600 million, corresponding to a market value of over 20 billion [2][8] Strategic Positioning - Xinle Energy is positioned in the upstream to midstream segments of the power supply industry, with better order predictability than upstream passive component companies and superior performance realization compared to downstream manufacturers [10] - The company has a clear strategic layout, entering high-growth areas such as server power supplies, AI server power supplies, electric drives, and satellites [2][4] Growth Drivers - The special fields are identified as core growth points, benefiting from equipment ramp-up, industry concentration, and the domestic substitution cycle [11] - Demand is expected to recover significantly starting in 2025, particularly in military and missile sectors [11] Research and Development - Xinle Energy invests heavily in R&D, with R&D expenses reaching 400 million in 2024, accounting for a significant portion of total revenue [12] - The company maintains a high proportion of R&D personnel, with 46% of its workforce dedicated to R&D [12] Product Development and Market Expansion - The company has made significant advancements in data center power supply, completing domestic upgrades for power supplies ranging from 550W to 2,700W [15] - In 2024, server power supplies began testing with multiple clients, marking a critical development phase for the company [16] - Xinle Energy is actively expanding its domestic and international market presence, targeting major clients like Nvidia, Google, and Amazon [14] Future Outlook - The company anticipates a revenue recovery to around 1 billion in 2025, with a potential increase of 50% to 100% in special fields [18] - By 2026, revenue is expected to exceed 2 billion, with military products contributing approximately 1.5 billion and civilian products at least 500 million, leading to a profit of around 300 million [18] Conclusion - Xinle Energy demonstrates a robust growth trajectory with a clear strategic focus on high-potential sectors, strong R&D capabilities, and a favorable market position, indicating a promising outlook for future performance and profitability [2][8][12]

Investment Rating - Industry rating: Recommended [4] Core Insights - The report emphasizes the importance of open and shared AI capabilities, highlighting the ongoing growth in the AI sector and the potential for significant investment opportunities in related companies [6][7] - The satellite internet sector is experiencing rapid development, with advancements in satellite constellations leading to increased communication capacity and reduced latency, alongside emerging applications in mobile broadband and intelligent driving systems [8][10] Summary by Sections AI and Computing Power - The AI sector is expected to maintain high growth due to strong overseas performance and elevated guidance, with short-term recommendations for companies benefiting from potential easing of chip bans, including Unisplendour, ZTE, and others [7][11] - Long-term growth in the computing power industry is anticipated, driven by advancements in inference computing and model upgrades, with key beneficiaries identified as NewEase, Zhongji Xuchuang, and Tianfu Communication [7][11] Satellite Internet Development - The report notes a significant service interruption of Starlink for approximately 2.5 hours, affecting tens of thousands of users globally, while also highlighting ongoing breakthroughs in domestic inter-satellite laser communication [8][10] - Continuous recommendations for companies like Haige Communication and related beneficiaries such as Zhenlei Technology and Shanghai Hanhua are made, reflecting the robust growth in the satellite internet market [8][10] Communication Infrastructure - The report identifies key players in the communication infrastructure sector, including major operators like China Mobile, China Telecom, and China Unicom, as well as equipment manufacturers such as ZTE and Unisplendour [11][12] - Recommendations extend to companies involved in optical network upgrades and edge computing, with specific mentions of optical module manufacturers and edge security firms [11][12]

证券代码：300593 证券简称：新雷能 公告编号：2025-039 北京新雷能科技股份有限公司 关于使用部分闲置自有资金进行现金管理的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 北京新雷能科技股份有限公司（以下简称"公司"）已于2024 年10月23日召开第六届董事会第八次会议和第六届监事会第八次会 议，审议通过了《关于使用部分闲置自有资金进行现金管理的议案》， 决定使用额度不超过30,000万元人民币的闲置自有资金进行现金管 理,具体内容详见公司2024年10月24日披露于巨潮资讯网站上的相关 公告。 近日，公司使用部分闲置自有资金购买了银行理财产品，现就相 关事宜公告如下： 注：公司、公司实际控制人与上述受托方不存在关联关系。 二、审批程序 购买主 体 签约 银行 产品 名称 产品 类型 存款金 额（万 元） 起息 日 到期 日 预期年 化收益 率 资金 来源 北京新 雷能科 技股份 有限公 司 华夏 银行 股份 有限 公司 人民币 单位结 构性存 款 2510725 保本 浮动 收益 型 5,000 2025 年7月 18日 2025 年 ...

Core Viewpoint - Beijing Xinle Energy Technology Co., Ltd. has established a key investment project, Chengdu Enji Chip Technology Co., Ltd., in IC PARK (West District) to enhance the "Chengdu Chip" industry landscape [1][3] Group 1: Company Overview - Chengdu Enji Chip Technology Co., Ltd. focuses on core technology research and industrial application in the power electronics field, developing high-performance integrated circuit products such as power management chips, bridge drivers, power integrated motor drivers, and DC/DC converters [1] - The company leverages integrated circuit design technology and high power density SiP integration technology to develop high-performance power micro-module products [1] Group 2: Industry Impact - The establishment of Enji Chip will further synergize surrounding industrial resources, empowering the industrialization of power integrated circuits and micro-module technology in the western region [3] - The IC PARK (West District) has recently made significant progress, attracting over 30 benchmark enterprises in artificial intelligence and related fields through the introduction of the Xinhua Innovation Center [3] - The park is also developing three high-energy innovation achievement transformation platforms focusing on cutting-edge areas such as sensing chips and systems, embodied intelligence, and wireless data communication, which will significantly boost the innovation development of the electronic information industry in the region [3]

Group 1 - Beijing Xinle Energy Technology Co., Ltd. has established a key investment project in the western region with the entry of Chengdu Enjixin Technology Co., Ltd. into IC PARK (West District), enhancing the "Chengdu Chip" industry landscape [1][3] - Enjixin focuses on core technology research and industrial application in the power electronics field, developing high-performance integrated circuit products such as power management chips and DC/DC converters [3][4] - The IC PARK (West District) has attracted over 21 listed companies and aims to create a collaborative ecosystem for the integrated circuit industry, emphasizing "industrial chain collaboration" [4][6] Group 2 - The park has introduced over 87 electronic information representative enterprises, establishing a complete IC industry chain covering key areas such as communication, microprocessors, and power devices [6] - IC PARK operates under an "innovation ecosystem" model, with a focus on technology transfer and collaboration between the West and South Districts, enhancing the overall industrial synergy [7] - The park has developed a comprehensive service system that supports enterprises throughout their lifecycle, addressing common challenges in policy, technology, finance, and intellectual property [14][18] Group 3 - IC PARK (West District) has established high-end platforms and research institutes, including the Chip Fire Micro Testing Service Platform and the Tianfu Wireless Intelligent Research Institute, to foster innovation and technology transfer [9][11] - The park's international conference center and green low-carbon energy system provide essential support for enterprises, enhancing operational efficiency and reducing costs [11][13] - Continuous improvements in service quality and operational efficiency have been implemented, including a shuttle service to the subway station to facilitate employee commuting [15][16]

北京新雷能科技股份有限公司（以下简称"公司"）于近日收到股东王红昕 出具的《关于股份减持计划的告知函》，现将有关情况公告如下： 一、股东的基本情况 证券代码：300593 证券简称：新雷能 公告编号：2025-038 北京新雷能科技股份有限公司 关于特定股东减持股份的预披露公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担法律责任。 特别提示： 1.持有本公司股份 12,387,648 股（占剔除本公司回购专用账户中的股份数 量后总股本比例 2.30%）的股东王红昕计划以集中竞价、大宗交易方式减持本公 司股份合计不超过 7,000,000 股（占剔除本公司回购专用账户中的股份数量后总 股本比例 1.30%），自本公告披露之日起三个交易日后的三个月内进行（法律法 规、规范性文件规定不得减持的时间除外）。 截至本公告披露日，上述股东持有公司股份情况如下： | 股东名称 | 持股数量（股） | 占总股本的 | 占剔除公司回购专用账户中的 | | --- | --- | --- | --- | | | | 比例 | 股份数量后总股本的比例 ...

Core Viewpoint - Bai Wen, a shareholder holding 1.87% of Xinle Energy's shares, plans to reduce holdings by no more than 800,000 shares, representing 0.15% of the company's total equity, due to personal funding needs [1] Summary by Relevant Sections - **Shareholder Reduction Plan** - Bai Wen intends to reduce holdings through centralized bidding and block trading [1] - The reduction period is set for three months starting from three trading days after the announcement [1] - **Reason for Reduction** - The primary reason for the reduction is the shareholder's personal funding requirements [1]

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担法律责任。 特别提示： 证券代码：300593 证券简称：新雷能 公告编号：2025-037 北京新雷能科技股份有限公司 关于特定股东减持股份的预披露公告 1.持有本公司股份 10,115,173 股（占剔除本公司回购专用账户中的股份数 量后总股本比例 1.87%）的股东白文计划以集中竞价、大宗交易方式减持本公司 股份合计不超过 800,000 股（占剔除本公司回购专用账户中的股份数量后总股本 比例 0.15%），自本公告披露之日起三个交易日后的三个月内进行（法律法规、 规范性文件规定不得减持的时间除外）。 北京新雷能科技股份有限公司（以下简称"公司"）于近日收到股东白文出 具的《关于股份减持计划的告知函》，现将有关情况公告如下： 一、股东的基本情况 截至本公告披露日，上述股东持有公司股份情况如下： | 股东名称 | 持股数量（股） | 占总股本的 | 占剔除公司回购专用账户中的 | | --- | --- | --- | --- | | | | 比例 | 股份数量后总股本的比例 | | ...