欧陆通股价创出历史新高，截至10:16，该股上涨11.49%，股价报182.14元，成交量693.80万股，成交金 额11.79亿元，换手率6.48%，该股最新A股总市值达195.10亿元，该股A股流通市值195.10亿元。 两融数据显示，该股最新（8月12日）两融余额为4.98亿元，其中，融资余额为4.97亿元，近10日增加 1382.27万元，环比增长2.86%。 公司发布的一季报数据显示，一季度公司共实现营业收入8.88亿元，同比增长27.65%，实现净利润 4957.07万元，同比增长59.06%，基本每股收益为0.4700元，加权平均净资产收益率2.20%。（数据宝） （文章来源：证券时报网） 证券时报·数据宝统计显示，欧陆通所属的电力设备行业，目前整体涨幅为0.35%，行业内，目前股价上 涨的有141只，涨幅居前的有欧陆通、长城电工、安孚科技等，涨幅分别为11.49%、9.99%、8.35%。股 价下跌的有241只，跌幅居前的有野马电池、飞沃科技、金利华电等，跌幅分别为6.84%、5.12%、 3.44%。 ...

Investment Rating - The report suggests a positive investment outlook for the AIDC industry, driven by high growth in global capital expenditure and increasing demand for data centers [2][11][18]. Core Insights - The AIDC industry is experiencing a significant transformation towards direct current (DC), high voltage, and high density, with a projected market size of 99.6 billion yuan by 2030, reflecting a CAGR of approximately 50% from 2024 to 2030 [2][68]. - The global AI market is entering a high growth phase, with the market size expected to reach approximately $274.5 billion by 2032, growing at a CAGR of 36% [11]. - Major cloud service providers (CSPs) are significantly increasing their capital expenditures for data center infrastructure, with notable investments from companies like Alibaba and Tencent [17][22]. - The evolution of power supply systems in data centers is shifting from traditional UPS to more efficient HVDC systems, which are expected to dominate the market in the coming years [34][49]. Summary by Sections AIDC Capital Expenditure Growth - Global AIDC capital expenditure is experiencing high growth, with CSPs increasing investments in data centers, leading to a projected total installed capacity of over 100 GW by 2025 [2][18]. - The capital expenditure from domestic CSPs is expected to see explosive growth, with Alibaba's capital expenditure forecasted to increase by 239% in 2024 [17][22]. Power Supply System Evolution - The AIDC is rapidly evolving towards direct current and high voltage systems, with a significant focus on improving power supply efficiency and reducing system costs [34][49]. - The report highlights the transition from traditional UPS systems to HVDC systems, which are expected to enhance energy efficiency and reduce operational costs [49][52]. Market Opportunities - The report identifies new market opportunities in auxiliary power sources such as BBU and supercapacitors, which are becoming standard in AI server configurations [2][4]. - The global server power supply market is projected to reach 147 billion yuan by 2030, with a CAGR of approximately 42% from 2024 to 2030 [2][68]. Competitive Landscape - The competitive landscape for server power supplies is characterized by high barriers to entry, with established players like Delta Electronics and Lite-On Technology dominating the market [81]. - The report emphasizes the importance of customer relationships and technological capabilities as key competitive advantages in the server power supply sector [84][85].

今日，A股放量上攻，上证指数、深证成指、中证500等均创年内新高，中证1000则创2年多来新高。超4200 只个股下跌，成交温和放大至1.85万亿元。 盘面上，固态电池、消费电子、机器人概念、国防军工等板块表现活跃，贵金属、银行、影视院线、油服工 程等板块跌幅居前。 数据显示，计算机、电子、电力设备三行业均获得超百亿元主力资金净流入，医药生物获得逾85亿元净流 入，机械设备则连续8日获得净流入，基础化工、家用电器、纺织服饰等连续7日获得净流入。银行主力资金 净流出逾20亿元，公用事业、石油石化、钢铁等也净流出超亿元。 展望后市，中航证券指出，短期大涨后部分资金或有获利了结倾向，可能将造成近期波动加大，热点板块如 有回调依然应保持关注，同时滞涨标的机会也将逐步出现。后续仍存在"九三阅兵"以及四中全会等重要催 化，关注国内反内卷政策推进情况和"十五五"规划政策线索。 国投证券认为，当前基于流动性步入牛市的基础条件已经具备，大盘指数仍将在"银行搭台，多方唱戏"下维 持超预期强势，向上空间暂无法明确，眼下核心在于"重在结构"。当前以银行-微盘为代表的极致杠铃策略 尚存一定绝对收益空间，但超额有效性下滑；同时以相对低估 ...

配电 UPS&HVDC:机柜内电源: 备用电源 BBU: 柴油发电机: 变压器: · 科华数据 · 欧陆通 · 亿纬锂能 · 潍柴重机 金盘科技 科士达 · 麦格米特 威腾电气 · 科泰电源 · 伊戈尔 禾望电气 蔚蓝埋芯 中恒电气 电源配电柜 IPS不间断电 源及PMM电源 管理系统 计算芯片 UAN GPU: FPGA: · 复旦微电 英武纪 海米信息 · 紫光国微 龙式中科 号直线 ASIC: 精密空调 ● 机柜及其附件 翔捷科技 设备和冷 却器 高性能液 冷服务器 光纤布线系统 机柜 液冷 存储芯片 网络 英维克 · 银轮股份 科学教据 飞荣达 光通信 & CPO: AEC & 铜连 DRAM: NAND: 同飞股份 · · 源杰科技 · 北易创新 · 兆易创新 接: 华丰科技 申菱环境 · 网宿科技 · 江波龙 · 国科微 中际旭创 · 澜起科技 天鸟通信 · 瑞可达 · 佰维存储 太辰光 交换机及芯片: · 锐捷网络 资料来源:Wind,灼识咨询,天风证券研究所 天风策略吴开达团队 《AIDC:人工智能发展的核心引擎 产业赛道投资图谱》 吴开达/肖峰 核心结论:本文对AIDC 进行总览与行情复盘, ...

欧陆通今日涨停，全天换手率7.03%，成交额11.87亿元，振幅12.67%。龙虎榜数据显示，机构净买入 1647.90万元，深股通净买入1.06亿元，营业部席位合计净买入7030.45万元。 深交所公开信息显示，当日该股因日收盘价涨幅达20.00%上榜，机构专用席位净买入1647.90万元，深 股通净买入1.06亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交4.58亿元，其中，买入成交额为3.26亿 元，卖出成交额为1.33亿元，合计净买入1.93亿元。 卖五 长城证券股份有限公司南京童卫路证券营业部 0.00 1758.28 资金流向方面，今日该股主力资金净流入1.87亿元，其中，特大单净流入2.28亿元，大单资金净流出 4103.38万元。近5日主力资金净流入1.48亿元。 （文章来源：证券时报网） 融资融券数据显示，该股最新（8月8日）两融余额为4.32亿元，其中，融资余额为4.32亿元，融券余额 为21.78万元。近5日融资余额合计减少3591.25万元，降幅为7.67%，融券余额合计减少1.37万元，降幅 5.94%。（数据宝） 欧陆通8月11日交易公开信息 | 买/ | 会员营 ...

Group 1 - The liquid cooling server concept has been actively discussed, leading to significant stock movements in related companies [2] - Kangsheng Co., Ltd. experienced a limit-up in stock price, indicating strong investor interest [2] - Other companies such as Oulutong, Xingrui Technology, Yingweike, Keshida, and Aikesaibo saw stock increases exceeding 6% [2]

Core Viewpoint - The A-share market shows positive momentum with the Shanghai Composite Index closing at 3653.50 points, up 0.51%, and total trading volume reaching 1,149.623 billion yuan, indicating a strong market performance today [1]. Group 1: Market Performance - The Shanghai Composite Index is above the five-day moving average, reflecting a bullish trend [1]. - A total of 1,353 A-shares have surpassed the five-day moving average, with notable stocks showing significant deviation rates [1]. Group 2: Notable Stocks - The stocks with the highest deviation rates include: - Weiergao (14.70% deviation, 20.00% increase, latest price 55.69 yuan) [1]. - Oulutong (13.93% deviation, 20.00% increase, latest price 163.38 yuan) [1]. - Anke Bio (8.53% deviation, 11.22% increase, latest price 12.39 yuan) [1]. - Other stocks with notable performance include: - Hu塑科技 (8.51% deviation, 12.29% increase, latest price 56.48 yuan) [1]. - Aoride (8.22% deviation, 10.05% increase, latest price 4.16 yuan) [1].

Group 1 - The liquid cooling concept stocks are experiencing significant activity, with companies like Eurocontinental approaching the daily limit increase [1] - Other companies in the sector, such as Aikesaibo, Fangsheng Co., Invec, Chuanhuan Technology, and Sixuan New Materials, have seen their stock prices rise by over 7% [1]

Core Insights - The server power supply industry is experiencing rapid growth driven by the "East Data West Computing" strategy and increasing demand for AI computing power, with the market expected to reach 308.55 billion yuan by the end of 2024, a year-on-year increase of 51.97% [1][16] - The server power supply market is projected to expand to 10.726 billion yuan in 2024, with AI server power supplies becoming a core growth driver, expected to exceed 5.5 billion yuan by 2025, accounting for over 40% of the overall market [1][18] - The industry is evolving towards high power density, intelligent management, and ecological collaboration, while also expanding production capacity in Southeast Asia to address global challenges [1][24] Industry Overview - Server power supplies are specialized devices that convert AC or DC power into stable DC power required by server hardware, ensuring continuous, efficient, and safe power supply [2] - The industry has established a comprehensive policy framework to promote high-quality development, including energy efficiency standards and green low-carbon initiatives [7][9] Market Dynamics - The server power supply market is characterized by a diverse product range, including AC/DC and DC/DC power supplies, with various redundancy designs and efficiency standards [3] - The demand for server power supplies is driven by the rapid expansion of data centers and the increasing energy consumption and carbon emissions associated with them [10][14] Competitive Landscape - The competitive landscape of the server power supply industry features a mix of foreign and domestic players, with international giants like Delta and Lite-On dominating the high-end market, while local companies like Oulutong and Megmeet are rapidly growing [20][22] - The market is witnessing a shift towards AI server power supplies, which are expected to account for over 40% of the market by 2025, while general-purpose power supplies face intense price competition [26] Future Trends - The industry is moving towards high power density and intelligent management, with new materials like GaN and SiC enhancing efficiency and reducing size [24][25] - The market is becoming increasingly segmented, with AI server power supplies leading growth, while general-purpose power supplies are experiencing price wars due to homogenization [26] - The ecosystem is evolving towards vertical integration and global collaboration, with domestic manufacturers expanding production in Southeast Asia to mitigate trade barriers [27]

公开资料显示，永赢数字经济智选混合发起C基金成立于2023年4月10日，截至2025年6月30日，永赢数 字经济智选混合发起C规模18.34亿元，基金经理为王文龙。 简历显示：王文龙先生:硕士,曾任广发证券股份有限公司分析师;太平洋证券股份有限公司首席分析师; 华创证券有限责任公司首席分析师。现担任永赢基金管理有限公司权益投资部基金经理。2023年04月10 日至今,担任永赢数字经济智选混合型发起式证券投资基金的基金经理;2025年03月26日至今,担任永赢信 息产业智选混合型发起式证券投资基金的基金经理。 金融界2025年8月6日消息，永赢数字经济智选混合发起C(018123) 最新净值1.0776元，增长1.29%。该基 金近1个月收益率7.92%，同类排名2235|4694；近6个月收益率13.80%，同类排名1409|4546；今年来收 益率21.75%，同类排名1246|4507。 永赢数字经济智选混合发起C股票持仓前十占比合计69.29%，分别为：潍柴重机（9.78%）、科泰电源 （9.71%）、有方科技（8.44%）、宏景科技（8.13%）、大位科技（7.87%）、欧陆通（7.30%）、盈峰 环 ...