风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 农银绿色能源混合（015696）基金经理为邢军亮。 截至发稿，邢军亮累计任职时间4年107天，现任基金资产总规模95.71亿元，任职期间最佳基金回报 48.05%， 任职期间最差基金回报-37.62%。 10月28日，欧陆通涨5.13%，截至发稿，报221.34元/股，成交12.16亿元，换手率5.33%，总市值243.15 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%。 从基金十大重仓股角度 数据显示，农银汇理基金旗下1只基金重仓欧陆通。农银绿色能源混合（015696）三季度持有股数1.72 万股，占基金净值比例为1.98%，位居第十大重仓股。根据 ...

格隆汇10月27日｜A股市场氢能源概念股集体走强，其中，金龙汽车、安泰科技涨停，神开股份逼近涨 停，科新机电涨超7%，欧陆通涨超5%。 ...

Market Overview - The other power equipment sector increased by 2.23% compared to the previous trading day, with Kehua Data leading the gains [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Stock Performance - Key stocks in the other power equipment sector showed significant gains, with Kehua Data (002335) closing at 66.00, up 7.32% with a trading volume of 274,400 shares and a transaction value of 1.781 billion [1] - Other notable performers included: - Oulu Tong (300870) at 199.80, up 6.24% [1] - Leihong Co. (300693) at 37.92, up 4.90% [1] - Zhongheng Electric (002364) at 27.19, up 4.62% [1] - Maigemit (002851) at 74.20, up 4.51% [1] Capital Flow - The other power equipment sector saw a net inflow of 152 million in main funds, while retail funds experienced a net outflow of 25.94 million [2] - The capital flow for key stocks included: - Kehua Data with a net inflow of 2.40 billion, accounting for 13.49% of main funds [3] - Shanghai Electric (601727) with a net inflow of 1.35 billion, representing 4.21% of main funds [3] - Zhongheng Electric with a net inflow of 36.64 million, making up 3.80% of main funds [3]

欧陆通所属申万行业为：电力设备-其他电源设备Ⅱ-其他电源设备Ⅲ。所属概念板块包括：年度强势、 阿里概念、富士康概念、5G、IDC概念（数据中心）等。 截至6月30日，欧陆通股东户数1.72万，较上期增加4.07%；人均流通股6236股，较上期减少3.27%。 2025年1月-6月，欧陆通实现营业收入21.20亿元，同比增长32.59%；归母净利润1.34亿元，同比增长 54.86%。 分红方面，欧陆通A股上市后累计派现2.29亿元。近三年，累计派现1.83亿元。 机构持仓方面，截止2025年6月30日，欧陆通十大流通股东中，永赢数字经济智选混合发起A （018122）位居第五大流通股东，持股119.33万股，相比上期增加44.79万股。睿远成长价值混合A （007119）位居第六大流通股东，持股65.74万股，相比上期减少18.52万股。香港中央结算有限公司位 居第八大流通股东，持股62.48万股，相比上期减少81.80万股。国投瑞银新能源混合A（007689）位居 第九大流通股东，持股55.84万股，为新进股东。南方中证1000ETF（512100）位居第十大流通股东， 持股49.07万股，为新进股东。易方 ...

（文章来源：证券日报） 证券日报网讯欧陆通10月21日在互动平台回答投资者提问时表示，数据中心业务方面，公司已陆续为浪 潮信息、富士康、华勤、联想、中兴、新华三等国内知名服务器系统厂商出货，公司也同步与国内头部 互联网企业等终端客户保持紧密合作，综合实力获得了客户的高度认可。 ...

证券之星消息，10月21日其他电源设备板块较上一交易日上涨1.76%，ST华西领涨。当日上证指数报收 于3916.33，上涨1.36%。深证成指报收于13077.32，上涨2.06%。其他电源设备板块个股涨跌见下表： 从资金流向上来看，当日其他电源设备板块主力资金净流入6888.37万元，游资资金净流出3221.59万元， 散户资金净流出3666.78万元。其他电源设备板块个股资金流向见下表： | 代码 | 名称 | | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 002335 | 科华数据 | | 1.20亿 | 9.23% | -1678.85万 | -1.30% | -1.03亿 | -7.94% | | 300870 | 欧陆通 | | 4765.30万 | 8.47% | -1633.96万 | -2.90% | -3131.34万 | -5.57% | | 600875 | 东方电气 | | 4530.74万 | ...

Core Viewpoint - The stock of Eurotech has shown significant volatility, with a year-to-date increase of 79.60%, but a recent decline of 16.61% over the past 20 days, indicating potential fluctuations in investor sentiment and market conditions [2]. Group 1: Stock Performance - As of October 21, Eurotech's stock price rose by 2.07% to 189.96 CNY per share, with a trading volume of 1.79 billion CNY and a market capitalization of 20.868 billion CNY [1]. - Year-to-date, Eurotech's stock has increased by 79.60%, with a 0.58% rise in the last five trading days, a 16.61% drop over the past 20 days, and a 44.38% increase over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, Eurotech reported a revenue of 2.12 billion CNY, representing a year-on-year growth of 32.59%, and a net profit attributable to shareholders of 134 million CNY, up 54.86% year-on-year [2]. - Since its A-share listing, Eurotech has distributed a total of 229 million CNY in dividends, with 183 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of June 30, 2025, Eurotech had 17,200 shareholders, an increase of 4.07% from the previous period, with an average of 6,236 circulating shares per shareholder, a decrease of 3.27% [2]. - The top ten circulating shareholders include notable funds, with the fifth-largest being Yongying Digital Economy Mixed Fund, holding 1.1933 million shares, an increase of 447,900 shares from the previous period [3].

Group 1 - The company, 欧陆通, announced that it will accept investor research from October 13 to October 17, 2025, with participation from its Vice General Manager and Board Secretary, 蔡丽琳, among others [1] - The company is engaging with investors through a research initiative, indicating a proactive approach to investor relations [1] Group 2 - 林园, a notable figure in the investment community, expressed confidence despite recent market losses, emphasizing a continued focus on the liquor sector as a "happy demand" and indicating concerns over technology stocks [1]

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 证券代码：300870 证券简称：欧陆通 投资者关系活动记录表 编号：（2025-11） | | 特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 业绩说明会 | | 投资者关系活动 类别 | □新闻发布会 路演活动 | | | □现场参观 | | | 其他 （线上会议） | | 参与单位名称 | 长城证券、长城财富保险、招商信诺、华夏久盈、信达澳亚 | | | 基金、国金证券、嘉实基金、天风证券、天弘基金 | | 时间 2025 | 年 10 月 13 日-10 月 17 日 | | 地点 深圳 | | | 上市公司接待人 | 副总经理、董事会秘书 蔡丽琳 | | 员姓名 | 投资者关系经理 许业凯 杨帅 | | | 1、公司 2025 年半年度经营业绩情况？ | | | 2025 年上半年，全球经济在多重挑战交织的复杂环境中 艰难前行，在地缘政治冲突、贸易保护主义抬头及主要经济 | | 投资者关系活动 | 体政策不确定性背景下，经济增长动能逐渐趋缓。面对外部 | | 主要内容介绍 | 环境的复杂性 ...

Summary of AI Industry Conference Call Industry Overview - The AI chip demand is surging, driving the development of the industry chain, with major players like Meta and Google accelerating their ASIC chip deployments and repeatedly raising their demand forecasts for 2026, particularly with Google's V7 chip set to fully adopt liquid cooling technology [1][2] Key Points and Arguments - **Liquid Cooling Technology**: - Liquid cooling has become a standard for AI giants, with Google planning to fully adopt it by 2026 and Meta already implementing it in their self-developed chips [1][3] - Infinet is collaborating with Google to develop a universal CDU suitable for various ASIC chips, indicating a trend towards silent liquid cooling in the future [1][4] - **High-Speed Optical Modules**: - The evolution towards 1.6T optical modules is evident, with Google's V7 chip primarily utilizing this technology, benefiting leading companies like Zhongji Xuchuang and Xinyi Sheng [1][5] - The demand for CW light sources is also increasing, positively impacting companies like Yuanjie Technology [1][5] - **OCS Switches**: - Google's OCS switches are expected to achieve over 50% growth next year, benefiting manufacturers like Dekoli and Guangku Technology, as well as component suppliers like Tengjing Technology and Juguang Technology [1][6] - **Competitive Advantages**: - Infinet stands out in the global AI industry chain due to its comprehensive solutions and delivery capabilities, having secured clients like Intel, Meta, Google, and OpenAI [1][7][8] - Zhongji Xuchuang and Xinyi Sheng are recognized as leaders in the high-speed optical module sector, while Yuanjie Technology is a key supplier in the CW light source market [1][8] Additional Insights - **Market Dynamics**: - The global AI industry chain is accelerating, particularly in overseas markets, with OpenAI collaborating with major chip companies like Broadcom, AMD, and NVIDIA, creating a significant siphoning effect [2] - The domestic AI computing card market is currently facing a supply shortage, but improvements are expected in 2026, with major domestic players like Alibaba, ByteDance, and Tencent likely to increase their AI investments significantly [11] - **Emerging Technologies**: - The supernode technology is anticipated to explode in 2026, presenting opportunities across various sectors, including chips, machine manufacturing, optical modules, liquid cooling, copper connections, and server power supplies [12][13] - **AIDC Sector Outlook**: - The AIDC sector, which includes data center construction and power systems, is expected to see improved bidding progress as domestic chip supply increases in 2026, benefiting companies in cooling, power supply, and data center management [14] - **Market Volatility**: - Short-term market fluctuations due to tariff disturbances are not expected to alter the long-term growth trajectory of the AI industry, with upcoming catalysts likely to positively impact the entire industry chain [15]