2月26日，盛弘股份大宗交易成交115.32万股，成交额4266.84万元，占当日总成交额的8.37%，成交价 37元，较市场收盘价40.04元折价7.59%。 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-02-25 | 300693 | 盛弘股份 | 37.00 | 12.10 | 447.70 机构专用 | | 平安证券股份有限 | | | | | | | | | 公司上海临港新片 | | | | | | | | | 区分公司 | | 2026-02-25 | 300693 | 盛弘股份 | 37.00 | 6.00 | 222.00 机构专用 | | 招商证券股份有限 | | | | | | | | | 公司深圳益田路免 | | | | | | | | | 税商务大厦证券营 | | | | | | | | | 业部 | | 2026-02-25 | 300693 | 雷张股份 | 37.00 | 5.70 | | 210.90 中信建投证券股份 | 平安证券股份有限 | | | | | | | | 有限公司北 ...

证券日报网讯 2月24日，盛弘股份在互动平台回答投资者提问时表示，截至2026年2月10日，公司的股 东户数为38968户。 （文章来源：证券日报） 证券日报网讯 2月24日，盛弘股份在互动平台回答投资者提问时表示，截至2026年2月10日，公司的股 东户数为38968户。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 2月24日，盛弘股份在互动平台回答投资者提问时表示，公司近几年的重点战略之一为大 力出海，全方位提升海外营收的占比，扎实本地化运营。公司工商业储能产品获得北美认证和市场准入 亦是关键战略布局中的一环。公司各业务的主要产品通过取得全球主流市场的权威认证，快速提高全球 的部署能力，从而提高公司未来潜在的海外收入。相关市场数据会在定期报告中予以披露。 ...

证券日报网讯 2月24日，盛弘股份（300693）在互动平台回答投资者提问时表示，截至2026年2月13 日，公司的股东户数为38593户。 ...

| 权益类证券大宗交易(协议交易) | | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-02-24 | 300693 | 盛弘股份 | 37.00 | 6.00 | 222.00 机构专用 | | 平安证券股份有限 | | | | | | | | | 公司上海临港新片 | | | | | | | | | 区分公司 | 2月24日，盛弘股份大宗交易成交6万股，成交额222万元，占当日总成交额的0.98%，成交价37元，较 市场收盘价39.26元折价5.76%。 ...

Core Viewpoint - The core reason for the electricity shortage in the U.S. is the continuous increase in capital expenditure expectations for data centers, leading to a significant upward revision of peak load growth forecasts for summer from 64GW in 2024 to 166GW in 2025 by GridStrategies [2] Group 1: Electricity Shortage Causes - The mismatch between capital expenditure expectations for data centers and actual demand, as well as the mismatch between actual demand and infrastructure capacity, creates uncertainty in the actual deployment pace of data centers [2] - The projected capacity of data center reserve projects in the U.S. has reached 245GW as of mid-October 2025, which will lead to increased peak load as data centers continue to operate [3] Group 2: Future Power Supply and Load Gap - The future new power installations in the U.S. will primarily be gas-fired, with the EIA estimating an addition of 7GW of gas power installations in 2026-2030 under current project plans, while other stable power sources will see no new additions [3] - Different scenarios for the pace of data center construction indicate varying load gaps by 2030, ranging from 2GW to 157GW, depending on whether regulatory power sources are considered [4] Group 3: Regional Load Growth Characteristics - The growth in peak load will be concentrated in areas with dense data center construction, particularly in ERCOT and PJM regions, driven by data center demand [5] - In PJM, the summer peak load is expected to rise from 156GW in 2026 to 222GW in 2036, with a significant drop in power reserve margins leading to a surge in capacity prices [6] - ERCOT's summer peak load is projected to grow from 87GW in 2025 to 138GW in 2030, with a focus on enhancing power system reliability through the construction of storage and gas-fired power sources [7] Group 4: Investment Opportunities - In the context of high market demand for gas turbines, there are bottlenecks in production capacity among leading overseas gas turbine companies, suggesting a favorable outlook for Chinese companies like Dongfang Electric and Shanghai Electric [8] - The increasing demand for U.S. power grid infrastructure presents opportunities in the transformer segment, with companies like Jinpan Technology and Siyi Electric being highlighted [8] - The short-term effectiveness of storage solutions in enhancing power system reliability points to investment potential in companies like Sungrow Power and Canadian Solar [8]

Core Viewpoint - Shenghong Co., Ltd. (300693) has clarified that it is not currently involved in space photovoltaic energy storage technology and has no plans for solid-state transformer products, which may influence investor sentiment in the short term [1]. Group 1: Company Response - The company has stated that its current business focus does not include the frontier field of space photovoltaic energy storage technology [1]. - Shenghong Co. has confirmed that it does not have any solid-state transformer products or development plans, indicating that such technology is not part of its existing product line [1]. Group 2: Stock Performance - As of February 10, 2026, Shenghong's stock price closed at 38.18 yuan, reflecting a 2.92% decline over the past five days, underperforming compared to the Shanghai Composite Index, which rose by 1.49%, and the electric equipment sector, which saw a decrease of 0.72% [2]. - On the same day, there was a net outflow of 6.4756 million yuan from major investors, with a turnover rate of 1.57%, indicating moderate market activity [2]. - The technical analysis shows that the stock price is near the lower band of the 20-day Bollinger Bands (support level at 36.41 yuan), necessitating attention to whether it can stabilize in the short term [2]. Group 3: Institutional Perspectives - According to a report by Everbright Securities on February 8, 2026, the demand for AIDC power sources is driven by domestic computing power construction, with Shenghong being highlighted as a focus due to its involvement in HVDC and SST technologies [3]. - Guohai Securities also noted on the same day that the domestic energy storage market remains robust, with a procurement volume of 36.3 GWh in January 2026, suggesting potential for Shenghong's business expansion in the energy storage sector [3]. - Analysts are focusing on the company's long-term growth potential, although these insights are based on industry trends rather than recent company announcements [3].

Core Viewpoint - The company, Shenghong Co., Ltd. (300693.SZ), has not made any investments or developments in space photovoltaic energy storage technology as of February 10 [2] Company Summary - Shenghong Co., Ltd. responded to an inquiry on an investor interaction platform regarding its involvement in space photovoltaic energy storage technology, confirming that there are currently no related initiatives [2]

Group 1 - The company, Shenghong Co., Ltd. (300693.SZ), has stated that it currently does not have any products related to solid-state transformers [1]