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11.57亿元，游资资金净流出1.84亿元，散户 资金净流出9.72亿元。其他电源设备板块个股资金流向见下表： 证券之星消息，1月7日其他电源设备板块较上一交易日上涨3.0%，英杰电气领涨。当日上证指数报收于 4085.77，上涨0.05%。深证成指报收于14030.56，上涨0.06%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 300820 | 英杰电气 | 54.02 | 9.07% | 11.28万 | | 5.90亿 | | 002851 | 麦格米特 | 99.58 | 7.92% | 30.53万 | | 29.91亿 | | 300593 | 新富能 | 32.89 | 5.89% | 64.15万 | | 20.38亿 | | 002364 | 中恒电气 | 29.10 | 5.82% | 77.51万 | | 22.15亿 | | 002335 | 科华数据 | 61.2 ...

（文章来源：证券日报） 证券日报网讯 1月6日，欧陆通发布公告称，自 2025 年 12 月 22 日至 2026 年 1 月 6 日，深圳欧陆通电 子股份有限公司（以下简称"公司"）股票已有 10 个交易日的收盘价不低于"欧通转债"当期转股价格 （43.55 元/股）的 130%（含 130%，即 56.62 元/股）。若在未来触发"欧通转债"的有条件赎回条款 （即"在转股期内，如果公司股票在任何连续三十个交易日中至少十五个交易日的收盘价格不低于当期 转股价格的 130%（含 130%）"），届时根据《公司向不特定对象发行可转换公司债券募集说明书》中 有条件赎回条款的相关约定，公司有权决定按照债券面值加当期应计利息的价格赎回全部或部分未转股 的可转换公司债券。 ...

特别提示： 1、"欧通转债"（债券代码：123241）转股期为 2025 年 1 月 13 日至 2030 年 7 月 4 日，最新转股价格为 43.55 元/股。 证券代码：300870 证券简称：欧陆通 公告编号：2026-001 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 2025 年第四季度可转债转股结果暨股份变动公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 2、2025 年第四季度，共有 1,391 张"欧通转债"完成转股（面值金额共计 13.91 万元人民币），合计转为 3,187 股"欧陆通"股票。 3、截至 2025 年第四季度末，"欧通转债"剩余 2,605,098 张，剩余票面总 金额为 26,050.98 万元人民币。 根据《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 15 号——可转换公司债券》等有关规定，深圳欧陆通电子股份有 限公司（以下简称"公司"）现将 2025 年第四季度可转换公司债券转股及公司 股份变动的情况公告如下： 一、可转换公司债券基本情况 （一） ...

证券代码：300870 证券简称：欧陆通 公告编号：2026-002 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 关于欧通转债可能满足赎回条件的提示性公告 自 2025 年 12 月 22 日至 2026 年 1 月 6 日，深圳欧陆通电子股份有限公司（以 下简称"公司"）股票已有 10 个交易日的收盘价不低于"欧通转债"当期转股 价格（43.55 元/股）的 130%（含 130%，即 56.62 元/股）。若在未来触发"欧 通转债"的有条件赎回条款（即"在转股期内，如果公司股票在任何连续三十个 交易日中至少十五个交易日的收盘价格不低于当期转股价格的 130%（含 130%）"）， 届时根据《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》"）中有条件赎回条款的相关约定，公司有权决定按照债券面值加当 期应计利息的价格赎回全部或部分未转股的可转换公司债券（以下简称"可转 债"）。 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 敬请广大投资者详细了解可转债相关规定，并关注公司后续公告，注意投资 ...

国金证券股份有限公司 | 保荐机构名称：国金证券股份有限公司 | 被保荐公司简称：欧陆通 | | | --- | --- | --- | | 保荐代表人姓名：孙爱国 | 联系电话：0755-82805991 | | | 保荐代表人姓名：张玉忠 | 联系电话：0755-82805991 | | | 现场检查人员姓名：孙爱国、张玉忠、黄铤 | | | | 现场检查对应期间：2025年度 | | | | 现场检查时间：2025年12月29日—12月31日 | | | | 一、现场检查事项 | 现场检查意见 | | | （一）公司治理 | 是 不适用 | 否 | | 现场检查手段（包括但不限于本指引第33条所列） | | | | 1.公司章程和公司治理制度是否完备、合规 | √ | | | 2.公司章程和股东会、董事会规则是否得到有效执行 | √ | | | 3.股东会、董事会会议记录是否完整，时间、地点、出席 人员及 会议内容等要件是否齐备，会议资料是否保存完整 | √ | | | 4.股东会、董事会会议决议是否由出席会议的相关人员签名 | √ | | | 确认 | | | | 5.公司董事、高级管理人员是否按照有 ...

时间：2025年12月29日 培训方式：现场授课与自学相结合的方式 国金证券股份有限公司 关于深圳欧陆通电子股份有限公司 2025年度持续督导培训情况报告 国金证券股份有限公司（以下简称"国金证券"）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"）首次公开发行股票并在创业板上市 的保荐机构，根据《深圳证券交易所上市公司自律监管指引第13号--保荐业务》 的要求，对欧陆通进行了2025年度持续督导培训。现将培训情况报告如下： 一、培训基本情况 三、培训总结 本次持续督导培训的工作过程中，欧陆通参训人员认真学习并充分沟通，积 极配合。通过此次培训授课，使公司实际控制人、董事、高级管理人员和中层及 以上管理人员等相关人员对于上市公司信息披露管理、内幕交易、大股东、实控 人及董高行为规范、买卖股票时间限制、上市公司信息披露及募集资金监管等相 关主要法规变化情况等有深入的了解，进一步增强了公司相关人员对上市公司的 规范运作意识，达到了预期的培训效果。 （本页无正文，为《国金证券股份有限公司关于深圳欧陆通电子股份有限公 司 2025年度持续督导培训情况报告》之签字盖章页） 保荐代表人： 地点：公司会议室 ...

Market Overview - The other power equipment sector increased by 1.72% on January 5, with China Power leading the gains [1] - The Shanghai Composite Index closed at 4023.42, up 1.38%, while the Shenzhen Component Index closed at 13828.63, up 2.24% [1] Stock Performance - China Power (600482) closed at 21.81, up 5.36% with a trading volume of 508,100 shares and a transaction value of 1.095 billion [1] - Other notable performers include: - Euro Continental (300870) at 230.10, up 4.12%, with a transaction value of 1.274 billion [1] - Tonghe Technology (300491) at 26.14, up 4.02%, with a transaction value of 206 million [1] - Keti Data (002335) at 57.56, up 3.66%, with a transaction value of 1.859 billion [1] Capital Flow - The other power equipment sector experienced a net outflow of 435 million from institutional investors, while retail investors saw a net inflow of 383 million [2] - The capital flow for specific stocks includes: - China Power (600482) had a net inflow of 26.41 million from retail investors but a net outflow of 58.67 million from institutional investors [3] - Rongfa Nuclear Power (002366) had a net inflow of 55.70 million from institutional investors but a net outflow of 42.01 million from retail investors [3]

Market Performance - On January 5, the three major A-share indices collectively rose, with the Shanghai Composite Index increasing by 1.38% to 4023.42 points, the Shenzhen Component Index rising by 2.24% to 13828.63 points, and the ChiNext Index up by 2.85% to 3294.55 points [1] - The sectors that performed well included brain engineering, storage chips, and cloud gaming, while shale gas, natural gas, and insurance-related sectors saw declines [1] Fund Manager Changes - From January 1 to January 5, a total of 9 fund managers experienced changes in their positions, which can significantly impact the future performance of the funds they manage [2] - In the same period, 4 fund products announced fund manager departures, with reasons including job changes and personal reasons [3] - A total of 29 fund products announced new fund manager appointments, involving 7 new fund managers [3] Fund Performance - Wang Bo from Ping An Fund managed a total fund asset of 696 million yuan, with the highest return of 99.12% from the fund "Anxin Xinfang Youxuan Mixed A" during his tenure [3] - Li Jialiang from Southern Fund managed a total fund asset of 9.657 billion yuan, with the highest return of 163.15% from the "Southern Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF" during his tenure [3] Fund Research Activity - In the past month (December 6 to January 5), Huaxia Fund conducted the most company research, engaging with 43 listed companies, followed by Bosera Fund, Southern Fund, and E Fund, which researched 39, 32, and 29 companies respectively [5] - The chemical products industry was the most researched sector, with 161 instances, followed by the computer equipment industry with 112 instances [5] Recent Company Focus - In the last month, the most researched company by public funds was Zhongke Shuguang, which is in the specialized computer equipment industry, with 117 fund management companies participating in the research [5] - Other companies receiving significant attention included Haiguang Information and Changan Automobile, with 117 and 86 fund management companies involved in their research respectively [5] Recent Weekly Research Activity - In the week from December 29 to January 5, the company with the highest number of fund research engagements was Oulutong, with 30 fund institutions participating [6] - Other companies with notable research activity included Jingji Zhinu and Zhongwei Shares, with 29 and 26 fund institutions respectively [6]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The report emphasizes the significant "siphon effect" of AI and the accelerated development of satellite internet, recommending a focus on the dual core themes of "AI + Satellite" and four key segments: "Optical + Liquid Cooling + Domestic Computing Power + Satellite" [5][15] - It highlights the expected growth in AI applications, particularly in voice and image recognition technologies, which will drive demand for smart computing modules and CDN services [7][17] - The report notes the increasing importance of satellite internet as a core component of 6G, driven by national policies emphasizing self-sufficiency and technological upgrades [8][18] Summary by Sections 1. Investment Outlook for 2026 - The report suggests actively positioning in multiple sub-sectors, focusing on "AI + Satellite" as the main investment themes for 2026 [5][15] 2. Key Segments for 2026 Segment One: Global AI Resonance - 2026 is projected to be the year of significant deployment for 1.6T optical modules, with advancements in silicon photonics technology expected to become mainstream [6][16] - The report anticipates a substantial increase in the penetration rate of liquid cooling technologies, driven by the release of new computing power chips from major companies [6][16] Segment Two: AI Applications - The development of AI toys and applications is expected to accelerate, leading to increased demand for intelligent computing modules and CDN services [7][17] Segment Three: Satellite Internet Development - The report identifies four key areas of focus within the satellite internet sector: satellite manufacturing, launch, ground equipment, and operations, all of which are expected to benefit from increased demand and government support [8][18] 3. Investment Recommendations - The report recommends specific companies across various segments, including optical network equipment, computing devices, and AI applications, highlighting potential beneficiaries in each category [19][20][26][27] 4. Market Review - The communication index experienced a decline of 1.41% during the week of December 29 to December 31, 2025, ranking fourth among TMT sectors [28] 5. Communication Data Tracking - As of November 2025, China had a total of 4.83 million 5G base stations, with 5G mobile phone users reaching 1.193 billion, marking a year-on-year growth of 19.06% [29][34]

Core Viewpoint - Eurotech announced a successful investor meeting with 53 institutions, showcasing strong revenue growth and strategic plans for future expansion in the data center power supply sector [1][2]. Group 1: Financial Performance - For the first three quarters of 2025, Eurotech achieved a revenue of 3.387 billion yuan, representing a year-on-year growth of 27.16% [1]. - The third quarter revenue reached 1.267 billion yuan, showing a year-on-year increase of 19% and a quarter-on-quarter growth of 2.81% [1]. - The net profit attributable to shareholders for the first three quarters was 222 million yuan, up 41.53% year-on-year, with a net profit margin of 6.54%, an increase of 0.66 percentage points [1]. - After excluding the impact of stock incentives and convertible bond expenses, the operating net profit was 257 million yuan, reflecting a year-on-year increase of 57.63% [1]. Group 2: Product and Market Strategy - Eurotech offers a diverse range of products in the data center power supply sector, including power supplies below 800W, between 800-2,000W, and above 2,000W [2]. - The company has launched key products such as the 3,200W titanium M-CRPS server power supply and the 1,300W-3,600W titanium CRPS server power supply, serving major domestic server manufacturers [2]. - Eurotech is actively expanding its overseas business, establishing teams in Taiwan and the United States to engage with various international clients [2]. - The company aims to focus on core competencies through technological innovation, targeting high power, high efficiency, and advanced semiconductor applications [2]. Group 3: Shareholder Information - As of September 30, 2025, Eurotech had 21,551 shareholders, an increase of 4,376 from the previous count, with an average holding value of 1.1266 million yuan per shareholder [3]. - The top shareholder is the investment fund managed by China Merchants Bank, which emphasizes value-driven and long-term investment strategies [3].