一场持续三年、围绕上市公司安靠智电（300617）（300617）与其时任董秘黄节根的纠葛，于8月11日迎来阶段性进展。据接近此案的知情人士透露，黄 被控敲诈勒索一案当日在溧阳市人民法院当庭宣判，法院认定黄节根敲诈勒索罪名成立。"刑期并不乐观，黄节根肯定会上诉，目前暂不透露更多。" 这场纠葛的源头可追溯至2022年8月。当时，黄节根因质疑安靠智电涉嫌财务造假，拒绝配合签字确认财报真实性。此后，在与公司交涉谈判过程中，他 因索要《绩效协议》中约定的股权奖励，被指控涉嫌"敲诈勒索"。获取保候审后，该案历经三年悬而未决。 案件审理过程颇为波折。该案2024年10月曾在溧阳市人民法院第一次开庭审理，随后又于今年1月13日再次开庭。但两次庭审均未能作出判决，案件被退 回进行补充侦查。 在这场漫长的拉锯战中，双方对于关键事件的描述各执一词：在一方叙事中，公司被描述为地方势力深厚，对提出异议的董秘实施迫害的形象；而在另一 方叙事中，黄节根则被刻画为利用其财报签字权、处心积虑敲诈勒索巨额财富的样貌。凤凰网《风暴眼》联系双方进行求证，但截然相反的指控仍让真相 显得扑朔迷离。 上述知情人士介绍，就在今年7月28日，黄节根在行政诉 ...

凤凰网《风暴眼》出品 文｜吕银玲 一场持续三年、围绕上市公司安靠智电（300617）与其时任董秘黄节根的纠葛，于8月11日迎来阶段性进展。据接近此案的知情人士透露，黄被控敲诈勒索 一案当日在溧阳市人民法院当庭宣判，法院认定黄节根敲诈勒索罪名成立。"刑期并不乐观，黄节根肯定会上诉，目前暂不透露更多。" 这场纠葛的源头可追溯至2022年8月。当时，黄节根因质疑安靠智电涉嫌财务造假，拒绝配合签字确认财报真实性。此后，在与公司交涉谈判过程中，他因 索要《绩效协议》中约定的股权奖励，被指控涉嫌"敲诈勒索"。获取保候审后，该案历经三年悬而未决。 案件审理过程颇为波折。该案2024年10月曾在溧阳市人民法院第一次开庭审理，随后又于今年1月13日再次开庭。但两次庭审均未能作出判决，案件被退回 进行补充侦查。 在这场漫长的拉锯战中，双方对于关键事件的描述各执一词：在一方叙事中，公司被描述为地方势力深厚，对提出异议的董秘实施迫害的形象；而在另一 方叙事中，黄节根则被刻画为利用其财报签字权、处心积虑敲诈勒索巨额财富的样貌。凤凰网《风暴眼》联系双方进行求证，但截然相反的指控仍让真相 显得扑朔迷离。 安靠智电 上述知情人士介绍，就在今 ...

Investment Rating - The report maintains an "Outperform" rating for the industry [4] Core Insights - The report emphasizes the significance of the Yarlung Tsangpo River downstream hydropower project, which aims to harness the region's abundant hydropower potential and drive economic development [1][10] - The development of large-capacity impulse turbines, with a single unit capacity of approximately 800 MW, represents a world-first achievement, addressing extreme challenges in high-altitude and high-head environments [1][10] - The gas-insulated transmission line (GIL) technology is highlighted for its advantages in high-capacity power transmission, low losses, and adaptability to various environments, making it a preferred choice in special scenarios [2][26] Summary by Sections 1. Large Capacity Impulse Turbines - The Yarlung Tsangpo River downstream hydropower project is set to utilize impulse turbines with a capacity of 800 MW, surpassing current global standards [1][10] - The project faces significant technical challenges due to high water heads and extreme environmental conditions, necessitating advanced turbine designs and manufacturing techniques [10][11] 2. Gas-Insulated Transmission Lines (GIL) - GIL technology is recognized for its ability to efficiently transmit high voltage and large currents in confined spaces, making it suitable for urban and challenging geographical environments [2][26] - The report notes successful applications of GIL in various projects, including the Su Tong GIL comprehensive corridor, which is the highest voltage and largest capacity GIL project globally [27][33] 3. High-Altitude Electrical Equipment - The report discusses the need for altitude adjustments in electrical equipment due to the unique challenges posed by high-altitude environments, particularly in the Yarlung Tsangpo River project [2][3] - The development of high-altitude, high-seismic equipment is crucial for the effective transmission and consumption of clean energy [2][3] 4. Reliable Key Supply Chain - The report identifies key companies in the supply chain for hydropower equipment, including Harbin Electric, Dongfang Electric, and China XD Electric, among others [3][4] - The supply chain's reliability is essential for supporting the ambitious hydropower projects outlined in national plans [3][4]

Core Viewpoint - Anke Intelligent Electric (300617.SZ) has not yet participated in the Yaxia Hydropower Station project but will continue to monitor it for potential orders, with uncertainty regarding the acquisition of such orders [1] Company Summary - Anke Intelligent Electric is actively tracking the Yaxia Hydropower Station project to strive for order acquisition [1] - The company acknowledges the uncertainty associated with obtaining orders for the project, indicating potential challenges ahead [1]

Group 1 - The company has been awarded projects that are being implemented in an orderly manner, and further order information will be disclosed in company announcements [1] - The company has participated in GIL bidding for domestic pumped storage and nuclear power projects, with various factors influencing the bidding process [1] - The company's GIL products have passed multiple evaluations and are considered to have advanced technical levels, with the 220kV three-phase GIL product being a global first [1] Group 2 - The company aims to enhance its GIL research and development efforts and diversify application scenarios to reduce reliance on a single sector and improve order acquisition capabilities [1]

Market Overview - The Shanghai Composite Index reached a high of 3600 points during the day but closed at 3582.3 points, up 0.01% [1] - The total market turnover was 1.9 trillion yuan, a decrease of 30.3 billion yuan from the previous day [1] - The Hang Seng Index rose by 1.62%, reaching a three-and-a-half-year high, while the Hang Seng Tech Index increased by 2.48% [1] Sector Performance - The financial sector played a significant role in pushing the index above 3600 points, but it retreated in the afternoon [2] - Notable performances included Guosen Securities, which rose over 5%, and New China Life Insurance, which hit a historical high of 64.29 yuan per share [2] - The Yajiang Hydropower concept stocks showed mixed results, with some core stocks like China Power Construction and Tibet Tianlu achieving three consecutive gains, while others like Ankao Zhidian fell over 13% [2] Institutional Insights - Analysts from GF Securities suggest that the recent index fluctuations are not indicative of a trend reversal but rather a release of multiple pressures [3] - If trading volume remains below 1.7 trillion yuan in the coming days, short-term support for the Shanghai index may drop to the 3536-3542 point gap [3] - Huatai Securities reports that brokerage firms are expected to see high growth in their semi-annual earnings, indicating a potential recovery in the brokerage sector [3]

Group 1 - The power grid equipment sector experienced a significant decline, with major companies such as Anke Intelligent Electric (300617) and Qiuguan Cable dropping over 9% [1] - Morning Light Cable saw a decrease of over 7%, indicating a broader trend of falling stock prices in the sector [1] - Other companies like Xinling Electric (301388) and Jinlongyu (002882) also faced declines, contributing to the overall downturn in the industry [1]

Core Viewpoint - Several companies have announced significant investments, acquisitions, and strategic partnerships, indicating a trend of expansion and diversification in various sectors, including technology, energy, and manufacturing [3][4][15][26]. Group 1: Investments and Acquisitions - Guizhou Moutai plans to establish a research institute with its controlling shareholder, contributing a total of 10 billion yuan in registered capital, with Moutai contributing 4.9 billion yuan for a 49% stake [3]. - GoerTek intends to acquire 100% of Hong Kong Mia and Changhong Limited for approximately 104 billion HKD (around 95 billion yuan), enhancing its capabilities in precision metal components [4][5]. - China Nuclear Power is set to invest 1 billion yuan in China Fusion Energy Company, aiming to strategically position itself in the nuclear fusion energy sector [15]. - Hunan YN plans to invest approximately 9.5 billion yuan in a lithium battery cathode material project in Malaysia, enhancing its market presence in Southeast Asia [16]. - Tianrun Industrial proposes to acquire 100% of Shandong Altai for 135 million yuan, focusing on automotive lightweight components [18]. - Kema Technology aims to purchase 73% of Suzhou Kaixin Semiconductor for 102 million yuan, expanding its product offerings in silicon carbide materials [24]. Group 2: Project Developments - Sichuan Chengyu is part of a consortium that has been pre-selected for the G5 Jingkun Expressway expansion project, with an estimated total investment of 285.48 billion yuan, where the company plans to contribute approximately 49.02 billion yuan [8]. - Zhejiang Fu Holdings' subsidiary is involved in the research and development of large-scale hydropower generator sets, with a focus on the Yarlung Tsangpo River downstream hydropower project [6]. Group 3: Financial Performance - Anfu Technology reported a net profit of 107 million yuan for the first half of 2025, marking a 14.38% increase year-on-year, driven by overseas alkaline battery business expansion [26]. - Jieput's net profit is expected to increase by 57.03% to 82.6% in the first half of 2025, benefiting from rising global laser demand [27]. - Microelectrophysiology anticipates a net profit increase of 76.34% to 105.73% for the same period, attributed to successful product launches in the cardiac electrophysiology field [29]. - Jiangling Motors reported a net profit of 733 million yuan for the first half of 2025, a decline of 18.17% year-on-year, despite a slight revenue increase [30].

Group 1 - Guizhou Moutai plans to establish a research institute company with its controlling shareholder, Moutai Group, with a registered capital of 1 billion yuan, where Guizhou Moutai will contribute 490 million yuan for a 49% stake [3] - Zhejiang Fu Holdings' subsidiary focuses on the research, design, manufacturing, and service of large and medium-sized hydropower turbine generator sets, with a significant project in the Yarlung Zangbo River area currently in the early construction phase [4] - Geer Software intends to acquire over 51% of Shenzhen Weipin Zhiyuan Information Technology Co., a leading digital transformation service provider in China [5] Group 2 - Sichuan Chengyu is part of a consortium that is the first candidate for the G5 Jingkun Expressway expansion project, with an estimated total investment of approximately 28.55 billion yuan, and the company plans to invest 4.902 billion yuan [6] - Sichuan Road and Bridge's subsidiary is participating in the same G5 Jingkun Expressway project, holding a 4% stake, with a total project investment of 28.55 billion yuan [7] - Xining Special Steel confirmed that there are no undisclosed significant information after its stock price experienced unusual fluctuations [8] Group 3 - Sanbo Brain Science's chairman has had his detention lifted and is now under investigation, returning to work [9][10] - Anke Intelligent Electric reported no significant changes in its operating environment and plans to disclose its semi-annual report on August 26 [11] - Funeng Technology received a development notice from GAC Group for battery supply, indicating increased market recognition for its SPS battery products [12] Group 4 - China Nuclear Power plans to invest 1 billion yuan in China Fusion Energy Company, acquiring a 6.65% stake, as part of a forward-looking strategy in the nuclear fusion energy sector [13] - Anfu Technology reported a net profit of 107 million yuan for the first half of 2025, a year-on-year increase of 14.38% [15] - Jieput's net profit is expected to increase by 57.03% to 82.6% in the first half of 2025, driven by rising demand for laser devices [16] Group 5 - Microelectrophysiology anticipates a net profit increase of 76.34% to 105.73% in the first half of 2025, supported by strong overseas sales of its heart electrophysiology products [17] - Zhongman Petroleum signed a gas exploration and development contract in Algeria, with a 90% investment share in the Zerafa II block, which has an estimated gas resource of 109.257 billion cubic meters [20] - Guizhou Gas shareholders plan to reduce their holdings by up to 6% through various trading methods [22]

关于公司股价异动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 证券代码：300617 证券简称：安靠智电 公告编号：2025-047 江苏安靠智电股份有限公司 一、股票交易异常波动情况 江苏安靠智电股份有限公司（以下简称"公司"）股票交易价格 连续 2 个交易日（2025 年7月21 日、2025年7月22 日）收盘价涨幅偏离 值累计达到42.78%（超过 30%），根据深圳证券交易所相关规定，属 于股票交易异常波动的情形。 二、公司关注并核实情况的说明 针对公司股票异常波动的情况，公司董事会进行了全面自查，并 对控股股东、实际控制人及公司全体董事、监事、高级管理人员就有 关事项以通讯的方式进行了核实，现将有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共传媒报道可能或已经对本公司股票交易 价格产生较大影响的未公开重大信息。 3、公司目前经营正常，近期公司经营情况及内外部经营环境未 发生重大变化。 4、公司、控股股东和实际控制人不存在关于公司应披露而未披 露的重大事项或处于筹划阶段的重大事项。 1 / 3 5 ...