| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688411 | 海道思创 | 180.20 | 14.92% | 7.12万 | | 12.18亿 | | 002534 | 西子洁能 | 14.07 | 10.01% | 28.75万 | | 2668°E | | 002364 | 中恒电气 | 25.19 | 10.00% | 34.23万 | | 2618 | | 002335 | 科华教据 | 55.00 | 10.00% | 44.03万 | | 23.18亿 | | 300491 | 通合科技 | 37.24 | 9.66% | 21.09万 | | 7.50亿 | | 301590 | 优优绿能 | 185.50 | 8.85% | 2.49万 | | 4.45亿 | | 688719 | 爱科赛博 | 38.30 | 8.41% | 4.63万 | | 1.72亿 | | 300693 | 暨弘股份 | 40.11 | 7.82% | 32.93万 | | 12. ...

证券日报网讯 9月4日晚间，盛弘股份发布公告称，公司2025年第二次临时股东大会于2025年9月4日召 开，审议通过了《关于变更注册资本并修订的议案》等多项议案。 （文章来源：证券日报） ...

Core Insights - The report by Ge Wu Zhi Sheng indicates that Shenzhen Shenghong Electric Co., Ltd. (referred to as "Shenghong Co." or "盛弘股份") is a leading player in the low-voltage power quality market, driven by technological innovation and deep industry engagement [1] Market Overview - The overall market size for low-voltage power quality in China is projected to reach 12.8 billion yuan in 2024, with expectations to grow to 15.28 billion yuan by 2028, driven by the dual trends of "scale expansion + structural upgrade" [1] - Key growth areas identified include industrial projects, data centers, and new energy generation [1] Competitive Landscape - Shenghong Co. is the only company in the industry with revenue from low-voltage power quality products exceeding 500 million yuan, solidifying its position in the first tier of the market [1] - The company has established itself as a preferred brand in high-end application fields such as semiconductors, data centers, and new energy generation [2] Product Development - Key products such as SVG, APF, and AVC are experiencing significant growth and are replacing traditional reactive power compensation devices [2] - Shenghong Co.'s products cover critical sectors including semiconductors, new energy generation, petrochemicals, hospitals, shipping, and rail transportation, demonstrating a strong presence across various application scenarios [2] Technological Advancements - Silicon carbide (SiC) technology is emerging as the latest trend in low-voltage power quality technology development in China [3] - Shenghong Co. has successfully developed and scaled SiC power quality products, achieving a 2% efficiency improvement and a 50% reduction in size compared to traditional silicon-based solutions [3] - The company is positioned as a preferred partner for national and provincial key projects, focusing on technological research and development to support the transition to a high-quality new power system [3]

北京市中伦（深圳）律师事务所 关于深圳市盛弘电气股份有限公司 2025 年第二次临时股东大会的 法律意见书 二〇二五年九月 法律意见书 北京市中伦（深圳）律师事务所 关于深圳市盛弘电气股份有限公司 2025 年第二次临时股东大会的 法律意见书 致：深圳市盛弘电气股份有限公司 根据《中华人民共和国公司法》（下称"《公司法》"）、《上市公司股东会规则》 （下称"《股东会规则》"）和《深圳市盛弘电气股份有限公司章程》（下称"《公 司章程》"）的规定，北京市中伦（深圳）律师事务所（下称"本所"）接受深圳 市盛弘电气股份有限公司（下称"公司"）的委托，指派律师出席公司 2025 年第 二次临时股东大会（下称"本次股东会"），并就本次股东会的召集和召开程序、 召集人资格、出席和列席会议人员资格、表决程序及表决结果等事宜发表法律意 见。 本所及经办律师依据《中华人民共和国证券法》《律师事务所从事证券法律 业务管理办法》和《律师事务所证券法律业务执业规则（试行）》等规定及公司 本次股东会所涉及的事实，严格履行了法定职责，遵循了勤勉尽责和诚实信用原 则，进行了充分的核查验证，保证本法律意见所认定的事实真实、准确、完整， 所发表 ...

证券代码：300693 证券简称：盛弘股份 公告编号：2025-073 特别提示 1、本次会议无新提案提交表决，亦无否决或修改提案的情况； 2、本次股东大会不涉及变更前次股东大会决议。 一、召开会议的基本情况 2025 年第二次临时股东大会决议的公告 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。 1、会议届次：2025 年第二次临时股东大会 2、会议召集人：公司董事会 3、会议主持人：公司董事长方兴先生 深圳市盛弘电气股份有限公司 证券代码：300693 证券简称：盛弘股份 公告编号：2025-073 4、会议召开的合法性、合规性：经公司第四届董事会第八次会议审议，通 知召开 2025 年第二次临时股东大会。本次股东大会会议的召开符合相关法律、 行政法规、部门规章、规范性文件及《公司章程》的规定。 5、会议召开的日期，时间： （1）现场会议召开时间为：2025 年 9 月 4 日下午 14:30。 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为 2025 年 9 月 4 日 9:15-9:25，9:30-11:30，下午 13:00 至 ...

证券研究报告：电力设备 | 公司点评报告 发布时间：2025-09-04 股票投资评级 资料来源：聚源，中邮证券研究所 公司基本情况 | 最新收盘价（元） | 36.78 | | --- | --- | | 总股本/流通股本（亿股）3.13 | / 2.69 | | 总市值/流通市值（亿元）115 | / 99 | | 周内最高/最低价 52 | 43.16 / 19.45 | | 资产负债率(%) | 50.5% | | 市盈率 | 26.57 | | 第一大股东 | 方兴 | 研究所 分析师:杨帅波 SAC 登记编号:S1340524070002 Email:yangshuaibo@cnpsec.com 储能：业绩不及预期，随着海外市场的拓展有望企稳。2025H1 储 能业务营收 2.8 亿元，同比-39.0%，毛利率 27.8%，同比-2.2pcts。 随着美元进入降息周期，海外储能的收益有望提升，整体的需求会回 升，公司积极开拓海外市场；国内随着电力市场化进程的加速，商业 模式有望走通，则储能的产品力将逐步体现，公司积极研发新产品。 综合来看，公司的储能业绩有望企稳。 电能质量设备：受益 AIDC 景 ...

证券时报·数据宝统计，截至今日上午收盘，上证综指3738.32点，收于五日均线之下，涨跌幅-1.97%， A股总成交额为16186.72亿元。到目前为止，今日有450只A股价格突破了五日均线，其中乖离率较大的 个股有润普食品、正业科技、杭州高新等，乖离率分别为21.11%、13.14%、12.98%；盛弘股份、秦川 物联、武商集团等个股乖离率较小，刚刚站上五日均线。 9月4日突破五日均线个股乖离率排名 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 836422 | 润普食 品 | 29.97 | 19.47 | 15.43 | 18.69 | 21.11 | | | 正业科 | | | | | | | 300410 | 技 | 20.02 | 14.12 | 9.27 | 10.49 | 13.14 | | 300478 | 杭州高 新 | 19.99 | 16.85 | 18.60 | ...

Group 1 - The core viewpoint of the news is that Shenghong Co., Ltd. has seen a significant increase in its stock price, rising by 5.26% to 37.24 CNY per share, with a trading volume of 651 million CNY and a turnover rate of 6.69%, resulting in a total market capitalization of 11.649 billion CNY [1] - Shenghong Co., Ltd. specializes in the research, production, sales, and service of power electronic equipment, with its main business revenue composition being: electric vehicle charging equipment 46.42%, new energy power conversion equipment 20.82%, industrial supporting power supply 20.53%, battery testing and formation equipment 9.78%, and others 2.45% [1] Group 2 - The Southern CSI 1000 ETF (512100) has recently entered the top ten circulating shareholders of Shenghong Co., Ltd., holding 2.3037 million shares, which accounts for 0.86% of the circulating shares, with an estimated floating profit of approximately 4.2849 million CNY [2] - The Southern CSI 1000 ETF (512100) has a total asset scale of 649.53 billion CNY, with a year-to-date return of 24.03%, ranking 1748 out of 4222 in its category, and a one-year return of 62.92%, ranking 1228 out of 3783 [2]

Core Viewpoint - Shenghong Co., Ltd. has experienced fluctuations in stock price and trading volume, with a notable increase in share price year-to-date, but a recent decline in the last five trading days [1][2]. Group 1: Stock Performance - As of September 3, Shenghong's stock price rose by 2.12% to 36.13 CNY per share, with a trading volume of 2.35 billion CNY and a market capitalization of 11.301 billion CNY [1]. - The stock has increased by 36.54% year-to-date, but has decreased by 4.92% in the last five trading days, with a 20-day increase of 8.37% and a 60-day increase of 23.35% [1]. Group 2: Financial Performance - For the first half of 2025, Shenghong reported a revenue of 1.362 billion CNY, a year-on-year decrease of 4.79%, and a net profit attributable to shareholders of 158 million CNY, down 12.91% year-on-year [2]. Group 3: Shareholder Information - As of August 20, the number of shareholders for Shenghong increased to 38,000, a rise of 5.31%, while the average circulating shares per person decreased by 5.04% to 7,072 shares [2]. - The company has distributed a total of 405 million CNY in dividends since its A-share listing, with 304 million CNY distributed in the last three years [3]. Group 4: Institutional Holdings - As of June 30, 2025, major shareholders include Qianhai Kaiyuan Public Utilities Stock, holding 12.4435 million shares, an increase of 3.1994 million shares from the previous period [3]. - Other notable shareholders include Hong Kong Central Clearing Limited and Qianhai Kaiyuan New Economy Mixed A, with respective increases in holdings [3].

分析师：赵宇鹏 光伏玻璃报价上调，多省发布新能源上网电价改革实施方案 执业证书编号：S0740522020001 Email：zengbiao@zts.com.cn 分析师：吴鹏 执业证书编号：S0740522040004 Email：wupeng@zts.com.cn 执业证书编号：S0740522100005 Email：zhaoyp02@zts.com.cn 执业证书编号：S0740525020001 Email：xumc@zts.com.cn Email：guolin@zts.com.cn | 上市公司数 | 395 | | --- | --- | | 行业总市值(亿元) | 69,453.34 | | 行业流通市值(亿元) | 61,753.87 | 执业证书编号：S0740524060006 Email：wangxy23@zts.com.cn 分析师：郭琳 执业证书编号：S0740525080002 2025-08-25 2025-08-24 电力设备 证券研究报告/行业定期报告 2025 年 09 月 01 日 | 评级： | 增持（维持） | | 重点公司基本状况 | | | | | | | ...