| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交舍额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2026-01-16 | 300693 | 盛ड़ डॉ. इस से स्टेशन के बाद में बाद में स्टार के साथ की में बाद में बाद में से में से में से में से में से में से में में से में से में से में से में में से में में से में मे | 38.58 | 5.30 | 204.47 华福证券有限责任 | 民生证券股份有限 | | | | | | | 公司泉州丰酒路正 | 公司深圳深南大道 | | | | | | | 券营业部 | 科技园证券营业部 | | 2026-01-16 | 300693 | 盛引股份 | 38.58 | 20.00 | 771.60 机构专用 | 民生证券股份有限 ...

Core Viewpoint - The charging pile industry is currently in a stage of full competition and stable development, with the company actively responding to national policies and expanding its market share in the heavy-duty electric truck charging pile sector [1] Group 1: Industry Insights - The charging pile industry is characterized by sufficient competition and stable growth [1] - The company is focusing on the heavy-duty electric truck sector, leveraging its technological and market advantages [1] Group 2: Company Strategies - The company is deepening collaborations with complete vehicle manufacturers to increase its market share in the heavy-duty charging pile market [1] - The company is accelerating its expansion into lower-tier markets, such as counties and rural areas, in response to the trend of promoting electric vehicles in these regions [1] - The company is launching compatible fast charging piles and smart charging and swapping solutions to tap into incremental market opportunities [1]

（记者 张明双） 每经AI快讯，盛弘股份发布公告称，2026年1月14日、2026年1月15日，盛弘股份接受中金证券等投资 者调研，公司董事会秘书胡天舜先生，投关总监张原先生参与接待，并回答了投资者提出的问题。 每经头条（nbdtoutiao）——不到20万元，就能买特斯拉了？"廉价版"Model 3或进入中国市场，续航里 程480公里！关于自动驾驶，美国市场也有大调整 ...

Group 1: Market Development and Trends - The charging pile industry is currently in a phase of full competition and stable development, with a target to establish 28 million charging facilities by the end of 2027, providing over 300 million kW of public charging capacity to meet the needs of over 80 million electric vehicles [2][3] - The company aims to respond to national policies promoting the large-scale application of new energy heavy trucks, leveraging its technological and market advantages in the charging pile sector to expand its market share [3][4] - The government supports the development of public charging networks in rural areas, aiming for full coverage of charging stations and piles in counties and villages, which the company is actively pursuing [3][4] Group 2: Overseas Market Opportunities - The overseas charging pile market shows low penetration but significant growth potential, with the company planning to expand its product applications and enhance its competitive edge in the fast-charging sector [4][5] - The company is focusing on localizing its products and services to meet overseas market requirements, ensuring successful delivery of overseas orders [4][5] Group 3: Energy Storage Market Insights - The domestic energy storage market is expected to develop positively in 2026, driven by the deepening of electricity market reforms and the profitability of independent storage projects [4][5] - The global energy transition towards low carbon is creating new opportunities for energy storage, with the company aiming to deepen its overseas market presence and adapt to various application scenarios [5][6] Group 4: Strategic Alignment with National Policies - The company aligns its development strategies with the "14th Five-Year Plan," focusing on innovation driven by market demand and enhancing energy efficiency through technological advancements [5][6] - Emphasizing regional economic coordination, the company is launching products tailored for rural areas to support national development goals [5][6] Group 5: AIDC Business Development - The company is experiencing growth in its AIDC (Artificial Intelligence Data Center) business, with a significant increase in the use of power quality products in data centers and smart computing centers [6] - Plans are in place to develop new products in the AIDC power supply sector, leveraging existing technological expertise to meet emerging market demands [6]

Group 1 - Guodian NARI (600406) is a state-owned enterprise based in Nanjing, recognized as a benchmark for scientific reform among central enterprises, with a strong research and development system and significant achievements in grid technology [1] - The company has a market share of over 75% in dispatch automation systems and over 50% in UHV converter valves, with its products addressing grid stability issues caused by renewable energy generation [1] - The demand for AI computing power and electricity is driving the construction of new power systems, and the company is expanding its overseas business, exporting products like distribution transformers to multiple countries [1] Group 2 - Suyuan Electric (002028) is a comprehensive supplier of power transmission and distribution based in Shanghai, focusing on UHV and energy storage sectors, and is the largest manufacturer of high-voltage packages and coils in China [2] - The company expects 60% of its overseas revenue in 2024 to come from transformers, with overseas orders growing over 50% and a remarkable 89% growth in the first half of 2025 [2] - The surge in demand for high-voltage transmission and distribution equipment driven by AI computing centers and new energy projects presents significant growth opportunities for the company [2] Group 3 - China XD Electric (601179) is a state-owned enterprise based in Xi'an, specializing in high and ultra-high voltage transformers and power transmission and distribution equipment, capable of producing products across a voltage range of 10kV to 1000kV [3] - The company has a significant market share in UHV projects and has seen an increase in exports to Europe, with its technology reaching international advanced levels [3] - The demand for UHV technology is increasing due to the need for long-distance power transmission, and the company is well-positioned to meet both domestic and international market needs [3] Group 4 - Baobian Electric (600550) is a core supplier of UHV DC transformers based in Baoding, with a strong position in high-end transformers and a market share of 30% in UHV products [4] - The company has unique technologies that reduce material costs and has participated in major projects, exporting to over 40 countries [4] - The urgent demand for high-reliability transformers driven by AI computing centers and new energy power stations positions the company to benefit from both domestic and international projects [4] Group 5 - Jinpan Technology (688676) is a leading global manufacturer of dry-type transformers based in Haikou, focusing on wind and solar energy applications, with 98% of its products supporting renewable energy [5] - The company has a significant order backlog of 2.85 billion yuan for 2025, reflecting a substantial year-on-year growth of 180% [5] - The increasing demand for efficient dry-type transformers from AI computing centers and the proliferation of renewable energy generation presents a strong growth opportunity for the company [5] Group 6 - Mingyang Electric (301291) is a leader in offshore wind power transformers based in Zhongshan, specializing in dry-type transformers and prefabricated substations [6] - The company has developed products that meet the extreme conditions of offshore environments and is expected to achieve significant sales in North America by 2026 [6] - The growing demand for offshore wind power and the urgent need for grid upgrades in North America provide ample order support for the company [6] Group 7 - Teruid (300001) is a pioneer in outdoor box-type power equipment based in Qingdao, recognized as a champion enterprise in manufacturing [7] - The company has a complete technology system for modular prefabricated substations and has a leading market share in the new energy sector [7] - The demand for modular products from AI computing centers and the need for grid upgrades position the company to capture significant market growth [7] Group 8 - XJ Electric (000400) is a high-tech enterprise based in Xuchang, focusing on UHV and smart grid technologies, with a comprehensive industrial chain covering all aspects of power transmission and distribution [8] - The company has participated in all domestic UHV DC transmission projects and has a strong patent portfolio [8] - The growth in AI computing and electricity demand is accelerating the construction of smart grids, providing competitive advantages for the company [8] Group 9 - Sifang Co., Ltd. (601126) is based in Beijing and has a strong advantage in smart distribution networks, providing a full range of products for self-healing control and primary and secondary integration [9] - The company has implemented its products in over 30 provinces and cities, significantly improving efficiency in power distribution [9] - The demand for reliable power supply from AI computing centers and the ongoing digital transformation of distribution networks present broad development opportunities for the company [9] Group 10 - Samsung Medical (601567) is based in Ningbo and operates in both smart power distribution and medical services, covering a wide range of products in the power equipment sector [10] - The company has established manufacturing bases in multiple locations and has a marketing presence in over 70 countries [10] - The construction of AI computing centers and new energy projects requires substantial power distribution equipment, positioning the company to benefit from global demand growth [10]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月13日，盛弘股份收跌0.34%，收盘价为40.82元，发生2笔大宗交易，合计成交量17万股，成交金额 646万元。 第2笔成交价格为38.00元，成交11.00万股，成交金额418.00万元，溢价率为-6.91%，买方营业部为机构 专用，卖方营业部为民生证券股份有限公司深圳深南大道科技园证券营业部。 进一步统计，近3个月内该股累计发生38笔大宗交易，合计成交金额为1.1亿元。该股近5个交易日累计 上涨2.15%，主力资金合计净流出3480.2万元。 责任编辑：小浪快报 第1笔成交价格为38.00元，成交6.00万股，成交金额228.00万元，溢价率为-6.91%，买方营业部为机构 专用，卖方营业部为民生证券股份有限公司深圳深南大道科技园证券营业部。 ...

1月9日，盛弘股份收涨2.40%，收盘价为41.38元，发生16笔大宗交易，合计成交量94.48万股，成交金 额3590.48万元。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 第7笔成交价格为38.00元，成交5.30万股，成交金额201.40万元，溢价率为-8.17%，买方营业部为国信 证券股份有限公司深圳泰然九路证券营业部，卖方营业部为民生证券股份有限公司深圳深南大道科技园 证券营业部。 第8笔成交价格为38.00元，成交5.30万股，成交金额201.40万元，溢价率为-8.17%，买方营业部为招商 证券股份有限公司北京分公司，卖方营业部为民生证券股份有限公司深圳深南大道科技园证券营业部。 第9笔成交价格为38.00元，成交8.25万股，成交金额313.50万元，溢价率为-8.17%，买方营业部为机构 专用，卖方营业部为民生证券股份有限公司深圳深南大道科技园证券营业部。 第10笔成交价格为38.00元，成交5.30万股，成交金额201.40万元，溢价率为-8.17%，买方营业部为东吴 证券股份有限公司苏州吴中区木渎镇证券营业部，卖方营业部为民生证券股份有限公司深圳深南大道科 ...

证券日报网讯1月8日，盛弘股份（300693）发布公告称，公司第四届董事会第十次会议审议通过《关于 全资子公司实施增资扩股并引入员工持股平台暨关联交易的议案》。 ...

每经头条（nbdtoutiao）——培训5天就考证！滑雪教练速成班乱象调查：零基础也可报名，学时还 能"注水" （记者 曾健辉） 每经AI快讯，盛弘股份1月8日晚间发布公告称，公司第四届第十次董事会会议于2026年1月8日以通讯 会议的方式召开。会议审议了《关于全资子公司实施增资扩股并引入员工持股平台暨关联交易的议案》 等文件。 ...

本次增资完成后，盛弘新能源注册资本将由人民币5,000.00万元增至人民币6,369.43万元，公司对盛弘新 能源的持股比例将由100%变更为78.50%，公司仍是盛弘新能源的控股股东，盛弘新能源仍纳入公司合 并报表范围。同时，基于对盛弘新能源长远发展的综合考虑，公司放弃本次增资的优先认购权。鑫新 能、盛新能、及创新能是为公司实施本次增资扩股计划而新设立的员工持股平台，不涉及具体经营业 务。该员工持股平台的财产份额分配尚未完成，预计未来还将进一步引入对公司经营业绩和持续发展有 重要影响的高管、核心骨干及核心员工参与。 本次增资前，盛弘新能源注册资本为人民币5,000.00万元，是公司持有100%股权的全资子公司。本次盛 弘新能源拟新增注册资本1,369.43万元，其中，深圳鑫新能创业投资中心（有限合伙）（简称"鑫新 能"）以货币资金人民币1,202.50万元认缴盛弘新能源新增注册资本人民币414.01万元，占增资后盛弘新 能源注册资本总额的6.5%；深圳盛新能创业投资中心（有限合伙）（简称"盛新能"）以货币资金人民币 1,850.00万元认缴盛弘新能源新增注册资本人民币636.94万元，占增资后盛弘新能源注册 ...