证券之星消息，8月5日其他电源设备板块较上一交易日上涨0.27%，西子洁能领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。其他电源设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002534 | 西子洁能 | 13.14 | 3.06% | 22.39万 | 2.91亿 | | 600482 | 中国动力 | 23.36 | 2.01% | 22.99万 | 5.33亿 | | 300870 | 欧陆通 | 140.11 | 1.94% | 5.02万 | 6.95亿 | | 600212 | 绿能慧充 | 9.76 | 1.67% | - 45.08万 | 4.36亿 | | 301590 | 优优绿能 | 155.76 | 1.60% | 1.01万 | 1.57亿 | | 300376 | ST易事特 | 4.10 | 1.49% | 15.43万 | 6331.02万 | | 002366 | 融发核电 | ...

Investment Rating - The report maintains a "Recommended" rating for the electric power equipment sector [4][15]. Core Viewpoints - The increase in capital expenditures (CapEx) by major overseas tech companies such as Google, Meta, Microsoft, and Amazon validates the high prosperity of the AI and computing power industry, indicating a long-term growth opportunity in the computing infrastructure sector [12][13][14]. - The urgency for domestic computing power autonomy is highlighted by the recent security issues surrounding NVIDIA chips, which may accelerate the development of domestic chip manufacturers [14]. Summary by Sections Investment Insights - The report emphasizes that the power generation sector remains a logical choice for both volume and profit growth, recommending companies like Weichai Heavy Machinery, and also suggests focusing on the gradually increasing penetration of HVDC segments with companies like Kehua Data, Hewei Electric, and Tonghe Technology [4][14]. - It also highlights the benefits for server power supplies and liquid cooling segments, recommending companies such as Invec, Shenling Environment, and Oulu Tong [4][14]. Industry Dynamics - The report notes that major tech companies have collectively raised their 2025 capital expenditure plans, reflecting sustained demand for computing power driven by AI [12][13]. - It mentions that the domestic computing power industry is expected to see accelerated growth due to increased focus on data security and core technology autonomy [14]. Key Companies and Earnings Forecast - The report provides a table of key companies with their earnings per share (EPS) and price-to-earnings (PE) ratios, indicating a bullish outlook for companies like Magpower and Shenling Environment, which are rated as "Buy" [16][17].

Group 1 - The data center power supply concept has strengthened, with significant stock price increases observed [1] - Jianghai Co., Ltd. reached the daily limit increase, while Kexin New Energy rose over 15% [1] - Other companies such as Oulutong and Jinpan Technology saw stock price increases of over 5% [1]

证券日报网讯 7月31日晚间，欧陆通发布公告称，公司首次公开发行股票募集资金按照相关法律、法规 和规范性文件的规定在银行开立了募集资金专用账户。截至本公告披露日，公司首次公开发行股票募集 资金已按规定用途全部使用完毕，近日公司办理了部分募集资金专户的注销手续。 （文章来源：证券日报） ...

证券代码：300870 证券简称：欧陆通 公告编号：2025-049 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 关于首次公开发行股票募集资金专项账户注销完成的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 深圳欧陆通电子股份有限公司（以下简称"公司"）首次公开发行股票募集 资金按照相关法律、法规和规范性文件的规定在银行开立了募集资金专用账户。 截至本公告披露日，公司首次公开发行股票募集资金已按规定用途全部使用完毕， 近日公司办理了部分募集资金专户的注销手续。现将相关情况公告如下： 一、首次公开发行股票募集资金基本情况 经中国证券监督管理委员会《关于同意深圳欧陆通电子股份有限公司首次公 开发行股票注册的批复》（证监许可〔2020〕1600 号）同意，公司首次公开发 行人民币普通股（A 股）2,530.00 万股,每股面值 1.00 元，发行价格为 36.81 元/股，发行募集资金总额为人民币 931,293,000.00 元，扣除发行费用(不含增 值税)人民币 82,203,175.63 元，实际募集资金净额为人民币 849, ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 0023335 | 科华数据 | 41.20 | -3.51% | 18.72万 | | 7.77亿 | | 601727 | 上海电气 | 8.00 | -3.50% | 377.50万 | | 30.20亿 | | 300870 | 欧陆通 | 129.97 | -3.50% | 3.92万 | | 5.17亿 | | 600875 | 东方电气 | 20.35 | -3.37% | 92.84万 | | 19.12 乙 | | 002364 | 中恒电气 | 16.25 | -3.27% | 35.73万 | | 5.82亿 | | 600212 | 绿能慧充 | 9.20 | -2.95% | 27.43万 | | 2.53亿 | | 300713 | 英可瑞 | 17.95 | -2.66% | 4.18万 | | 7553.16万 | | 301590 | 优优绿能 | 153.15 | -2.44% | 9915.25 ...

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！ 由新浪财经主办的第十一届金麒麟·金牌董秘评选火热进行中！评选期间推出《董秘说》专访活动，助 力投资者深入了解上市公司资本价值和发展战略。本期，董秘蔡丽琳做客《董秘说》，带你走进欧陆通 >>给她投票 新浪财经：欢迎蔡总做客《董秘说》，请蔡总先简单介绍一下公司的基本情况。 蔡丽琳：大家好，非常感谢新浪财经《董秘说》的邀请。深圳欧陆通电子股份有限公司成立于1996年5 月29日，2020年8月24日在创业板上市，股票代码300870.SZ。欧陆通深耕电源领域二十八年以上，专注 于开关电源产品的研发、生产与销售，致力于为客户提供可靠、智能、高效率、高功率密度的开关电源 产品，是国内领先的开关电源制造商。公司产品包括电源适配器、服务器电源、通讯电源、网安电源、 工控电源、动力电池充电器、充电机、纯电交通工具充电器、化成分容设备电源等，可广泛应用于办公 电子、网络通信、安防监控、智能家居、新型消费电子设备、数据中心、动力电池设备、纯电交通工 具、化成分容设备等众多领域。 欧陆通凭借着强大的产品实力、技术水平及品牌优势在全球多个国家与地区进行业务布局 ...

来源：金融界 欧陆通最新一期业绩显示，截至2025一季报，公司营业总收入8.88亿元、同比增长27.65%，归属净利润 4957.07万元，同比增长59.06%，扣非净利润4616.57万元，同比增长53.96%，流动比率1.578、速动比率 1.293、资产负债率54.69%。 天眼查商业履历信息显示，深圳欧陆通电子股份有限公司，成立于1996年，位于深圳市，是一家以从事 计算机、通信和其他电子设备制造业为主的企业。企业注册资本10175.2万人民币，实缴资本7969.5万人 民币。公司法定代表人为王合球。 通过天眼查大数据分析，深圳欧陆通电子股份有限公司共对外投资了8家企业，参与招投标项目126次， 知识产权方面有商标信息107条，专利信息227条，此外企业还拥有行政许可27个。 金融界消息 截至2025年7月28日收盘，欧陆通（300870）报收于131.9元，上涨0.57%，换手率3.11%， 成交量3.33万手，成交金额4.39亿元。 资金流向方面，今日主力资金净流入3221.13万元，占比成交额7.34%。其中，超大单净流入1676.95万 元、占成交额3.82%，大单净流入1544.18万元、占 ...

Core Viewpoint - The A-share market continues to rise, with major indices showing slight increases and significant trading volume, indicating a positive market sentiment and active participation from investors [1] Market Performance - The Shanghai and Shenzhen markets recorded a half-day trading volume of 1.09 trillion, an increase of 70.8 billion compared to the previous trading day [1] - The overall market saw over 3,500 stocks rising, reflecting a broad-based rally [1] Sector Analysis - The infrastructure sector experienced a collective surge, particularly in the super hydropower segment, with companies like China Power Construction and China Energy Construction hitting the daily limit [1] - The steel sector maintained its strong performance, with Liugang Co. also reaching the daily limit [1] - The chemical sector showed strength, with Xin'an Chemical hitting the daily limit [1] - The robotics concept continued to perform well, with Changsheng Bearing rising over 10% [1] - In contrast, the computing hardware sector faced adjustments, with Oulutong dropping over 5% [1] Index Performance - By the end of the trading session, the Shanghai Composite Index rose by 0.44%, the Shenzhen Component Index increased by 0.29%, and the ChiNext Index saw a rise of 0.12% [1]

Summary of Key Points Core Viewpoint - The financing balance of the ChiNext board has reached 372.37 billion yuan, marking a continuous increase for ten trading days, with a total increase of 13.16 billion yuan during this period [1]. Financing Balance and Changes - As of July 18, 2025, the total margin balance of the ChiNext board is 373.52 billion yuan, an increase of 0.695 billion yuan from the previous trading day [2]. - The financing balance specifically is 372.37 billion yuan, which is an increase of 0.698 billion yuan from the previous day, continuing a streak of ten consecutive days of growth [1][2]. Individual Stock Performance - During the period of increasing financing balance, 548 stocks saw an increase, with 114 stocks experiencing an increase of over 20%. The stock with the highest increase is Feiliwa, with a financing balance of 36.67 million yuan, reflecting a growth of 296.47% [2][3]. - Conversely, 393 stocks experienced a decrease in financing balance, with 85 stocks declining by over 10%. The largest decrease was seen in Zhongying Electronics, with a financing balance of 54.33 million yuan, down by 33.81% [2][3]. Sector Analysis - Among the stocks with an increase of over 20% in financing balance, the majority are concentrated in the computer, power equipment, and pharmaceutical industries, with 15, 14, and 14 stocks respectively [4]. Market Performance - Stocks with a financing balance increase of over 20% averaged an increase of 11.30%, outperforming the ChiNext index. The top gainers include Tongguan Copper Foil, Dongtian Micro, and Fusa Technology, with increases of 60.84%, 52.28%, and 49.16% respectively [5]. - The stocks with the largest increase in financing balance include Xinyi Sheng, with a balance of 5.764 billion yuan, increasing by 1.519 billion yuan, followed by Zhongji Xuchuang and Guiding Needle, with increases of 0.997 billion yuan and 0.750 billion yuan respectively [5][6].