欧陆通(300870.SZ)发布投资者关系活动记录表公告称，在服务器电源产品及解决方案上，公司已推出 了包括3,200W钛金M-CRPS服务器电源、1,300W-3,600W钛金CRPS服务器电源、3,300W-5,500W钛金和 超钛金GPU服务器电源、浸没式液冷服务器电源及机架式电源（PowerShelf）解决方案等核心产品，研 发技术和产品处于领先水平。 ...

证券代码：300870 证券简称：欧陆通 毛利率方面，报告期内公司毛利率为 20.31%，同比减少 0.64 个百分点。公司通过积极优化客户及产品结构，提升高 价值量及高毛利率产品的出货占比，但受部分产品销售价格 下降影响，毛利率有所下滑。 净利润方面，报告期内公司实现归母净利润为 1.34 亿元， 同比增长 54.86%；净利率为 6.31%，同比增长 0.91 个百分点。 第二季度，公司实现归母净利润为 8,413.22 万元，同比增长 52.48%，环比增长 69.72%；净利率为 6.83%，同比增长 0.72 个百分点，环比增加 1.25 个百分点。主要系营收规模增长， 盈利能力持续提升。 2、公司三大业务经营进展情况？ 电源适配器业务方面，上半年实现营业收入 8.26 亿元， 同比增长 6.61%。受全球宏观经济的不确定性、消费者需求的 谨慎情绪持续影响，全球消费电子市场需求面临增长放缓的 挑战，公司积极拓展新市场和新客户，电源适配器营收实现 正增长。电源适配器业务毛利率为 17.19%，同比下降 0.40 个 百分点，主要系行业景气度低迷，部分产品价值量及毛利率 水平有所下降影响。 债券代码：1 ...

证券代码：300870 证券简称：欧陆通 公告编号：2025-062 债券代码：123241 债券简称：欧通转债 深圳欧陆通电子股份有限公司 关于欧通转债可能满足赎回条件的提示性公告 自 2025 年 9 月 1 日至 2025 年 9 月 12 日，深圳欧陆通电子股份有限公司（以 下简称"公司"）股票已有 10 个交易日的收盘价不低于"欧通转债"当期转股 价格（43.98 元/股）的 130%（含 130%，即 57.17 元/股）。若在未来触发"欧 通转债"的有条件赎回条款（即"在转股期内，如果公司股票在任何连续三十个 交易日中至少十五个交易日的收盘价格不低于当期转股价格的 130%（含 130%）"）， 届时根据《公司向不特定对象发行可转换公司债券募集说明书》（以下简称"《募 集说明书》"）中有条件赎回条款的相关约定，公司有权决定按照债券面值加当 期应计利息的价格赎回全部或部分未转股的可转换公司债券（以下简称"可转 债"）。 敬请广大投资者详细了解可转债相关规定，并关注公司后续公告，注意投资 风险。 一、可转换公司债券基本情况 （一）可转换公司债券发行情况 经中国证券监督管理委员会出具的《关于同意深圳欧 ...

行 业 电力设备及新能源行业 风险提示：电力行业政策风险；竞争加剧风险；技术和产品创新风险。 本报告的风险等级为中高风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 请务必阅读末页声明。 1 超配（维持） 电力设备及新能源行业双周报（2025/8/29-2025/9/11） 两部门印发《新型储能规模化建设专项行动方案》 2025 年 9 月 12 日 投资要点： 周 报 行 业 研 究 分析师：刘兴文 SAC 执业证书编号： S0340522050001 电话：0769-22119416 行情回顾：截至2025年9月11日，近两周申万电力设备行业上涨11.64%， 跑赢沪深300指数9.75个百分点，在申万31个行业中排名第1名；申万电 力设备行业本月上涨8.26%，跑赢沪深300指数7.12个百分点，在申万31 个行业中排名第1名；申万电力设备板块年初至今上涨28.39%，跑赢沪 深300指数12.81个百分点，在申万31个行业中排名第7名。 邮箱： liuxingwen@dgzq.com.cn 截至2025年9月11日，近两周风电设备板块上涨0.35 ...

睿远成长价值混合A（007119）基金经理为傅鹏博、朱璘。 截至发稿，傅鹏博累计任职时间16年241天，现任基金资产总规模186.66亿元，任职期间最佳基金回报 429.69%， 任职期间最差基金回报-3.8%。 朱璘累计任职时间6年171天，现任基金资产总规模186.66亿元，任职期间最佳基金回报79.23%， 任职 期间最差基金回报74.67%。 9月10日，欧陆通涨5.11%，截至发稿，报213.90元/股，成交10.12亿元，换手率4.41%，总市值234.18亿 元。 资料显示，深圳欧陆通电子股份有限公司位于广东省深圳市宝安区航城街道三围社区航城大道175号南 航明珠花园1栋19号，成立日期1996年5月29日，上市日期2020年8月24日，公司主营业务涉及开关电源 产品的研发、生产与销售。主营业务收入构成为：计算机、通信和其他电子设备制造业99.57%，其他 (补充)0.43%。 从欧陆通十大流通股东角度 数据显示，睿远基金旗下1只基金位居欧陆通十大流通股东。睿远成长价值混合A（007119）二季度减 持18.52万股，持有股数65.74万股，占流通股的比例为0.61%。根据测算，今日浮盈赚取约6 ...

8月27日，欧陆通盘中上涨2.00%，截至09:54，报254.88元/股，成交5.82亿元，换手率2.14%，总市值 278.43亿元。 资金流向方面，主力资金净流出9219.59万元，特大单买入5128.44万元，占比8.82%，卖出1.19亿元，占 比20.51%；大单买入1.37亿元，占比23.52%，卖出1.61亿元，占比27.68%。 欧陆通今年以来股价涨140.01%，近5个交易日涨2.76%，近20日涨96.11%，近60日涨147.48%。 今年以来欧陆通已经2次登上龙虎榜，最近一次登上龙虎榜为8月15日。 资料显示，深圳欧陆通电子股份有限公司位于广东省深圳市宝安区航城街道三围社区航城大道175号南 航明珠花园1栋19号，成立日期1996年5月29日，上市日期2020年8月24日，公司主营业务涉及开关电源 产品的研发、生产与销售。主营业务收入构成为：电源适配器44.04%，数据中心电源38.42%，其他电 源17.08%，其他(补充)0.46%。 分红方面，欧陆通A股上市后累计派现1.82亿元。近三年，累计派现1.36亿元。 机构持仓方面，截止2025年3月31日，欧陆通十大流通股东中，香港 ...

Group 1 - The core viewpoint of the article highlights the performance and outlook of the Bosera New Energy Theme Mixed A Fund, which reported a profit of 1.9557 million yuan in the first half of 2025, with a net value growth rate of 2.49% [2][3] - As of September 3, 2025, the fund's unit net value was 0.837 yuan, and its scale reached 70.6037 million yuan [2][30] - The fund manager expresses optimism for the second half of 2025, particularly favoring growth assets in the context of liquidity easing, with a focus on "pan-AI" assets and the electric power electronics sector transitioning into AI [3] Group 2 - The fund's recent performance metrics indicate a three-month net value growth rate of 22.73%, a six-month growth rate of 14.50%, and a one-year growth rate of 40.59%, positioning it favorably among comparable funds [6] - The fund's weighted average price-to-earnings ratio (TTM) is approximately 20.64 times, significantly lower than the industry average of 36.17 times, indicating a potentially undervalued position [11] - The weighted revenue growth rate for the fund's holdings is 0.2%, and the weighted net profit growth rate is 0.3% for the first half of 2025, reflecting modest growth [19] Group 3 - The fund's three-year Sharpe ratio stands at -0.4169, ranking it 91 out of 120 comparable funds, indicating a relatively lower risk-adjusted return [24] - The fund's maximum drawdown over the past three years is 50.9%, with the largest single-quarter drawdown occurring in Q2 2022 at 22.51% [26] - As of June 30, 2025, the fund had a total of 5,216 holders, with individual investors holding 100% of the shares, and the fund's turnover rate for the last six months was approximately 530.32% [34][37]

Group 1 - The stock price of Oulutong has dropped by 5.04% on September 4, reaching 207.46 CNY per share, with a trading volume of 1.463 billion CNY and a turnover rate of 6.09%, resulting in a total market capitalization of 22.713 billion CNY [1] - Oulutong's stock has experienced a continuous decline for four days, accumulating a total drop of 21.99% during this period [1] - The company, Shenzhen Oulutong Electronics Co., Ltd., was established on May 29, 1996, and went public on August 24, 2020, primarily engaged in the research, development, production, and sales of switch power supply products, with 99.57% of its revenue coming from the computer, communication, and other electronic equipment manufacturing industry [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under China Merchants Fund holds a significant position in Oulutong, specifically the China Merchants Steady Selection Stock A (004784), which held 78,500 shares in the second quarter, accounting for 3.43% of the fund's net value, making it the fourth-largest heavy stock [2] - The estimated floating loss for the fund today is approximately 864,300 CNY, with a total floating loss of 4.8332 million CNY during the four-day decline [2] - The China Merchants Steady Selection Stock A (004784) was established on September 20, 2017, with a current scale of 278 million CNY, achieving a year-to-date return of 56.46% and a one-year return of 100.52%, ranking 189 out of 4222 and 234 out of 3789 in its category, respectively [2]

Market Overview - The other power equipment sector experienced a decline of 5.32% on September 2, with Xinle Energy leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Individual Stock Performance - Xinle Energy (300593) saw a significant drop of 12.80%, closing at 18.81 with a trading volume of 667,000 shares and a transaction value of 1.301 billion [2] - Other notable declines included Aike Cyber (688719) down 12.30%, and Oulu Tong (300870) down 11.14% [2] - ST Huaxi (002630) was one of the few gainers, increasing by 5.07% to close at 2.90 [1] Capital Flow Analysis - The other power equipment sector experienced a net outflow of 3.333 billion in main funds, while retail investors saw a net inflow of 3.047 billion [2] - The table of capital flow indicates that ST Huaxi had a main fund net outflow of 37.78 million, while Haibo Sichuang (688411) had a net inflow of 18.01 million [3] Summary of Trading Data - The trading data for various stocks in the sector shows a mix of performance, with some stocks like ST Huaxi and Haibo Sichuang showing resilience while others faced significant losses [1][2][3] - The overall sentiment in the sector appears bearish, as indicated by the substantial declines in stock prices and the net outflow of main funds [2][3]

Market Performance - The WiFi 6 concept sector experienced a decline of 5.15%, ranking among the top losers in the market [1] - Key stocks within the sector, such as StarNet Ruijie and Cambridge Technology, hit the daily limit down, while others like Lexin Technology and Ruijie Network also saw significant declines [1] Capital Flow - The WiFi 6 sector faced a net outflow of 5.017 billion yuan, with 51 stocks experiencing net outflows, and 15 stocks seeing outflows exceeding 100 million yuan [2] - Cambridge Technology led the outflow with 748 million yuan, followed by Unisplendour and Oulu Tong with outflows of 454 million yuan and 432 million yuan, respectively [2] Stock Performance - Notable stocks with significant declines include: - Cambridge Technology: -9.99% with a turnover rate of 16.56% and a net outflow of 748.2 million yuan [2] - Unisplendour: -5.78% with a turnover rate of 5.31% and a net outflow of 454.3 million yuan [2] - Oulu Tong: -11.14% with a turnover rate of 9.52% and a net outflow of 432 million yuan [2] ETF Overview - The Food and Beverage ETF (product code: 515170) saw a recent decline of 0.65% with a net outflow of 30.86 million yuan [5] - The Gaming ETF (product code: 159869) increased by 1.72% but had a net outflow of 643.65 million yuan [5] - The Semiconductor ETF (product code: 588170) rose by 3.70% with a net inflow of 5.4 million yuan [5] - The Cloud Computing ETF (product code: 516630) increased by 5.37% but experienced a net outflow of 743.6 million yuan [6]