证券之星消息，1月20日其他电源设备板块较上一交易日下跌1.63%，欧陆通领跌。当日上证指数报收于 4113.65，下跌0.01%。深证成指报收于14155.63，下跌0.97%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 300870 | 欧陆通 | 217.51 | -7.83% | 5.49万 | | 12.27亿 | | 688411 | 海道思创 | 257.87 | -7.41% | 5.79万 | | 15.12亿 | | 300593 | 新富能 | 30.43 | -6.37% | 28.20万 | | 8.73亿 | | 002364 | 中恒电气 | 29.88 | -5.29% | 40.99万 | | 12.36亿 | | 002534 | 西子洁能 | 17.68 | -4.12% | 22.04万 | | 3.92亿 | | 300153 | 科泰电源 | 32.15 | -3.97% | 19.49万 | | ...

Group 1 - The WiFi 6 concept sector experienced a decline of 1.79%, ranking among the top losers in the concept sector, with Cambridge Technology hitting the limit down [1][2] - Within the WiFi 6 sector, 43 stocks saw net outflows from main funds, with 11 stocks experiencing outflows exceeding 100 million yuan, led by Cambridge Technology with a net outflow of 811 million yuan [2][3] - The top gainers in the WiFi 6 sector included Wanlong Optoelectronics, Guokewi, and Unisplendour, which rose by 5.39%, 4.62%, and 2.77% respectively [1][4] Group 2 - The flexible DC transmission concept led the market with a gain of 5.14%, while the WiFi 6 concept was among the worst performers [2] - Major stocks with significant net outflows included Fenghuo Communication, Xinyi Communication, and Tongyu Communication, with net outflows of 674 million yuan, 668 million yuan, and 270 million yuan respectively [2][3] - The top stocks with net inflows included Unisplendour, Oulutong, and Guokewi, with inflows of 523 million yuan, 62.97 million yuan, and 47.50 million yuan respectively [4]

Market Performance - The other power equipment sector increased by 2.8% compared to the previous trading day, with Haibo Sichuang leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Individual Stock Performance - Haibo Sichuang (688411) closed at 278.50, up 11.07% with a trading volume of 77,000 shares and a transaction value of 2.038 billion [1] - Maigemeite (002851) closed at 106.50, up 8.50% with a trading volume of 338,200 shares and a transaction value of 3.537 billion [1] - Yingjie Electric (300820) closed at 59.00, up 8.46% with a trading volume of 125,300 shares and a transaction value of 722 million [1] - Other notable stocks include Dongfang Electric (600875) up 5.91% and Xifeng Energy (300593) up 5.25% [1] Capital Flow Analysis - The other power equipment sector saw a net inflow of 385 million from institutional investors, while retail investors experienced a net outflow of 13.51 million [2] - The main stocks with significant capital inflow include Maigemeite with 254 million and Haibo Sichuang with 168 million [3] - Retail investors showed a net outflow in several stocks, including Maigemeite and Haibo Sichuang, indicating a shift in investor sentiment [3]

Group 1 - The company, 欧陆通, announced that it will accept investor research from January 12 to January 16, 2026, with participation from key executives including the Deputy General Manager and Board Secretary, 蔡丽琳, and Investor Relations Managers, 许业凯 and 杨帅 [1] Group 2 - The silver market has seen a significant increase, with prices rising over 80% in the last 50 days, indicating a level of speculation that surpasses that of gold, suggesting a potential peak in the precious metals bull market [1]

Financial Performance - In the first three quarters of 2025, the company achieved a revenue of CNY 3.387 billion, a year-on-year increase of 27.16% [2] - The gross profit margin for the first three quarters was 20.47%, a decrease of 0.80 percentage points year-on-year [2] - The net profit attributable to shareholders for the first three quarters was CNY 222 million, a year-on-year increase of 41.53%, with a net profit margin of 6.54% [3] - The operating net profit, excluding stock incentive and convertible bond expenses, was CNY 257 million, a year-on-year increase of 57.63% [3] Expense Overview - Total expenses for the first three quarters amounted to CNY 409 million, a year-on-year increase of 22.98%, with an expense ratio of 12.06% [4] - Sales expenses for the first three quarters were CNY 77.27 million, an increase of 8.88% year-on-year [4] - R&D expenses for the first three quarters were CNY 211 million, a year-on-year increase of 38.31%, with an R&D expense ratio of 6.22% [5] Product Development - The company offers a range of data center power products, including various power supply solutions for servers, with a focus on high-power and high-efficiency products [6][7] - Future plans include enhancing capabilities in high-power server power supplies and expanding into AI server power solutions [8] Business Expansion - The company is actively expanding its overseas business, establishing teams in Taiwan and the USA to target global markets [10] - The company aims to leverage opportunities in the AI sector and domestic market replacements to drive growth [8] Convertible Bond Projects - The company plans to use proceeds from convertible bonds for projects including the construction of a new headquarters and R&D lab, and an annual production capacity of 1.45 million data center power supplies [11] Revenue Targets - The revenue growth targets for 2025 and 2026 are set at 28%, 52%, and 72% for the trigger values, with target values of 35%, 65%, and 90% respectively [13] Shareholder Actions - The controlling shareholder plans to reduce holdings by up to 2.1 million shares, representing no more than 1.91% of the total share capital, within a specified period [14]

Core Insights - The fundamental driver of AI power supply solutions is the continuous improvement in single-chip and single-cabinet power levels, with companies like NVIDIA leading the charge in upgrading their AI chips [1] - The power of AI data centers in North America is projected to reach 71GW by 2028, driven by advancements in multi-chip designs such as NVL72 from NVIDIA and Superpod from Google [1] Group 1: Power Supply Evolution - The main directions for AIDC power supply iteration are high power, high voltage, and direct current, with NVIDIA's white paper outlining a clear path from AC to 800V DC solutions [2] - The OCP organization has established ±400V power supply standards, aiming for MW-level cabinet power through direct current supply [2] Group 2: Technological Changes and Growth - The evolution of power supply solutions has led to the development of integrated devices like HVDC Sidecar and SST hosts, which can perform multiple functions such as voltage reduction and power quality improvement [3] - Key challenges in R&D include power conversion modules and high-frequency isolation transformers, with third-generation wide bandgap semiconductors like SiC and GaN being crucial for achieving high voltage and efficiency [3] Group 3: Investment Opportunities - Four key areas for investment consideration include AIDC power hosts (PSU, HVDC, SST), with companies like Sungrow Power (300274.SZ) and Megmeet (002851.SZ) being notable mentions [4] - Energy storage solutions at the station level are highlighted, with companies such as Sungrow Power and Fluence Energy (FLNC.US) being potential investment targets [4] - Core incremental components like solid-state circuit breakers and electronic fuses are also identified, with companies like Liyang Technology (002706.SZ) and Vicor Corporation (VICR.US) being recommended [4] - Third-generation semiconductors like GaN and SiC are emphasized as critical components for future developments [4]

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 1月14日，欧陆通涨5.23%，截至发稿，报243.20元/股，成交12.18亿元，换手率4.75%，总市值267.17亿 元。 数据显示，新沃基金旗下1只基金重仓欧陆通。新沃内需增长混合A（012143）三季度持有股数2500 股，占基金净值比例为4.93%，位居第十大重仓股。根据测算，今日浮盈赚取约3.02万元。 新沃内需增长混合A（012143）成立日期2021年9月9日，最新规模850.55万。今年以来收益9.63%，同 类排名776/8838；近一年收益36.76%，同类排名3778/8089；成立以来亏损43.75%。 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 ...

Core Viewpoint - The stock price of Oulutong has shown a positive trend with a year-to-date increase of 6.72%, despite a slight decline of 1.32% over the past five trading days [2]. Group 1: Stock Performance - As of January 14, Oulutong's stock price rose by 2.06% to 235.86 CNY per share, with a trading volume of 611 million CNY and a turnover rate of 2.41%, resulting in a total market capitalization of 25.911 billion CNY [1]. - The stock has experienced a 14.00% increase over the past 20 days and a 26.74% increase over the past 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Oulutong achieved a revenue of 3.387 billion CNY, representing a year-on-year growth of 27.16%, and a net profit attributable to shareholders of 222 million CNY, reflecting a growth of 41.53% [2]. - Since its A-share listing, Oulutong 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 September 30, 2025, the number of Oulutong shareholders reached 21,600, an increase of 25.48% from the previous period, with an average of 5,097 circulating shares per shareholder, a decrease of 18.27% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest shareholder with 2.4112 million shares, an increase of 1.7864 million shares from the previous period [3].

证券日报网讯 1月13日，欧陆通发布公告称，公司近日接到了公司非独立董事王芃先生的书面辞任报 告，王芃先生因工作原因，申请辞去第三届董事会非独立董事及第三届董事会审计委员会委员职务，辞 任后不再担任公司及子公司任何职务。公司于2026年1月13日召开第三届董事会2026年第一次会议，审 议通过了《关于补选第三届董事会审计委员会委员的议案》，公司董事会同意补选职工代表董事李美琴 女士为公司第三届董事会审计委员会委员，任期自本次董事会审议通过之日起至第三届董事会届满之日 止。 （文章来源：证券日报） ...

国金证券股份有限公司 经深圳证券交易所（以下简称"深交所"）同意，公司向不特定对象发行可转 换公司债券于2024年7月26日起在深交所挂牌上市交易，债券简称"欧通转债"， 债券代码"123241"。 （三）可转换公司债券转股期限 根据相关法律法规规定及《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》"）的相关规定，本次发行的可转换公司债券 转股期自可转换公司债券发行结束之日起（2024年7月11日）满六个月后的第一 个交易日起至可转换公司债券到期日止，即2025年1月13日至2030年7月4日止（ 关于深圳欧陆通电子股份有限公司 不提前赎回"欧通转债"的核查意见 国金证券股份有限公司（以下简称"国金证券"或"保荐机构"）作为深圳 欧陆通电子股份有限公司（以下简称"欧陆通"或"公司"） 向不特定对象发行 可转换公司债券的保荐机构，根据《证券发行上市保荐业务管理办法》、《 深圳证券交易所创业板股票上市规则》、《深圳证券交易所上市公司自律监 管指引第2号--创业板上市公司规范运作》等有关规定，对深圳欧陆通电子股 份有限公司不提前赎回"欧通转债"的事项进行了核查，具体情况如下： 一、可转换 ...