| 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].

Core Viewpoint - Shenzhen Oulutong Electronics Co., Ltd. maintains a stable credit rating of AA- due to its leading position in the switch power supply industry and strong growth in its data center power business, despite facing risks related to customer order fluctuations and raw material price volatility [1][3]. Company Overview - Oulutong is a leading manufacturer of switch power supplies in China, focusing on power adapters, data center power supplies, and other power products, with a stable collaboration with high-quality customers [1][4]. - The company reported a significant revenue growth of 79.95% in its data center power business for 2024, driven by high demand in the server industry [1][9]. Financial Performance - Total assets increased from 37.50 billion in 2023 to 53.62 billion in 2025, while net profit rose from 1.94 billion in 2023 to 2.68 billion in 2024 [1]. - The EBITDA margin improved significantly to 12.73% in 2024, reflecting better operational efficiency and product mix optimization [1][9]. Market Environment - The switch power supply industry has a large market size with diverse applications, including consumer electronics, network communication, and data centers, and is expected to grow at a compound annual growth rate of 4.7% from 2025 to 2031 [5][6]. - The global switch power supply market reached 30.81 billion USD in 2024, with a projected increase to 42.21 billion USD by 2031 [6]. Competitive Landscape - The industry remains competitive, with Taiwanese manufacturers holding significant market share, while domestic companies like Oulutong show substantial growth potential [8][9]. - Oulutong's sales to its top five customers accounted for 37.62% of total revenue, indicating a stable customer base but also potential risks from dependency on key clients [12][14]. Operational Strategy - The company has expanded its production capacity with new facilities in Mexico and Vietnam, enhancing its global supply chain and product delivery stability [14][15]. - Oulutong's R&D investment was 2.13 billion in 2024, representing 5.60% of its revenue, aimed at improving product competitiveness and innovation [9][10]. Risks and Challenges - The company faces risks from fluctuations in core customer orders, raw material price volatility, and exchange rate changes, particularly as it exports a significant portion of its products [1][10][14]. - The high proportion of raw materials in production costs poses challenges for cost control, especially with rising prices for semiconductors and other key components [15].

深圳欧陆通电子股份有限公司相 关债券 2025 年跟踪评级报告 中鹏信评【2025】跟踪第【929】号 01 信用评级报告声明 除因本次评级事项本评级机构与评级对象构成委托关系外，本评级机构及评级从业人员与评级对象不存 在任何足以影响评级行为独立、客观、公正的关联关系。 本评级机构与评级从业人员已履行尽职调查义务，有充分理由保证所出具的评级报告遵循了真实、客观、 公正原则，但不对评级对象及其相关方提供或已正式对外公布信息的合法性、真实性、准确性和完整性 作任何保证。 本评级机构依据内部信用评级标准和工作程序对评级结果作出独立判断，不受任何组织或个人的影响。 本评级报告观点仅为本评级机构对评级对象信用状况的个体意见，不作为购买、出售、持有任何证券的 建议。本评级机构不对任何机构或个人因使用本评级报告及评级结果而导致的任何损失负责。 本次评级结果自本评级报告所注明日期起生效，有效期为被评证券的存续期。同时，本评级机构已对受 评对象的跟踪评级事项做出了明确安排，并有权在被评证券存续期间变更信用评级。本评级机构提醒报 告使用者应及时登陆本公司网站关注被评证券信用评级的变化情况。 本评级报告版权归本评级机构所有，未经授 ...

Core Insights - The total margin financing balance of the ChiNext market reached 371.67 billion yuan, marking a continuous increase for nine trading days, with a cumulative increase of 12.46 billion yuan during this period [1][2] Financing Balance Changes - As of July 17, 2025, the total margin financing balance was 372.82 billion yuan, an increase of 2.48 billion yuan from the previous trading day [2] - The financing balance specifically was 371.67 billion yuan, which increased by 2.45 billion yuan from the previous day [2] - During the nine-day increase, 553 stocks saw an increase in financing balance, with 99 stocks experiencing an increase of over 20% [2] Top Gainers and Losers - The stock with the highest increase in financing balance was Feiliwa, with a latest balance of 41.78 million yuan, reflecting a 351.84% increase [3] - Other notable gainers included Fosa Technology and Mingyang Electric, with increases of 182.02% and 134.65%, respectively [3] - Conversely, the stock with the largest decrease was Oulutong, with a financing balance of 38.11 million yuan, showing a decline of 32.55% [3] Sector Performance - Stocks with financing balance increases of over 20% were primarily concentrated in the machinery, computer, and pharmaceutical industries, with 13, 13, and 12 stocks respectively [4] - The average increase for stocks with over 20% financing balance growth was 11.55%, outperforming the ChiNext index [5] Notable Financing Changes - The stock with the largest total increase in financing balance was Xinyi Sheng, with a latest balance of 5.48 billion yuan, increasing by 1.24 billion yuan [6] - Other significant increases were seen in Zhongji Xuchuang, with an increase of 902 million yuan, and Guiding Needle, with an increase of 682 million yuan [6] - Stocks with the largest decreases included Sifang Jinchuan, Zhongying Electronics, and Shenzhou Taiyue, with decreases of 331 million yuan, 266 million yuan, and 211 million yuan, respectively [6]

A股液冷服务器板块走强，博汇股份涨超15%，欧陆通、利欧股份、科华数据、华勤技术等跟涨。 ...

Group 1 - The liquid cooling server sector is experiencing significant growth, with BoHui Co., Ltd. (300839) rising over 15% [1] - Other companies in the sector, such as Oulu Tong (300870), Liou Co., Ltd. (002131), Kehua Data (002335), and Huaqin Technology (603296), are also seeing increases in their stock prices [1]