Core Viewpoint - Wan Sheng Intelligent (300882) is actively engaged in the smart energy sector, focusing on products such as smart meters and electricity information collection systems, which are essential for various applications in the energy measurement and data collection segments [1]. Group 1: Company Overview - The main products of the company include smart meters and electricity information collection systems [1]. - These products are widely used in smart grids, charging stations, and virtual power plants [1]. Group 2: Industry Applications - The applications of the company's products are crucial for energy measurement and data collection in the electricity sector [1].

Core Viewpoint - The smart grid sector is experiencing strong performance, with several companies leading the market, showcasing advancements in technology and solutions for smart grid applications. Company Summaries - **Senyuan Electric (002358.SZ)**: Latest stock price: 6.45 CNY, daily increase: 10.07%. A leading provider of intelligent power equipment solutions, offering products like smart high and low voltage switchgear and smart substation automation systems with features such as status monitoring and remote control [1]. - **Hancable Co., Ltd. (002498.SZ)**: Latest stock price: 8.46 CNY, daily increase: 10.10%. Notable for its technological advantages in high and ultra-high voltage cross-linked cables, providing online monitoring solutions for smart substations, essential for the safe and stable operation of smart grids [2]. - **Electric Power Research Institute (300215.SZ)**: Latest stock price: 8.16 CNY. A national independent third-party comprehensive electrical testing organization, covering critical areas such as ultra-high voltage transmission and transformation equipment and smart grid devices [3]. - **Jicheng Electronics (002339.SZ)**: Latest stock price: 10.36 CNY, daily increase: 20.00%. A leading provider of overall solutions for smart grids, with a product line covering all aspects of generation, transmission, transformation, distribution, usage, and dispatch, featuring automated systems for fault diagnosis and self-healing [4]. - **Guangdian Electric (601616.SH)**: Latest stock price: 10.10 CNY, daily increase: 10.10%. Focused on smart transmission and distribution equipment for 40.5KV and below, integrating smart monitoring functions to meet the automation needs of smart grid distribution networks [5]. - **Hongsheng Huayuan (601096.SH)**: Latest stock price: 4.58 CNY, daily increase: 10.59%. Develops smart energy management systems, enabling real-time cloud monitoring of substation equipment through smart gateways and utilizing AI technology to optimize energy structures [6]. - **Siyuan Electric (002028.SZ)**: Latest stock price: 185.90 CNY, daily increase: 10.02%. Manufacturer with capabilities in research and production of primary and secondary equipment for power systems, covering five major categories of smart grid business including reactive power compensation and digital substations [7]. - **Xigao Institute (688334.SH)**: Latest stock price: 25.06 CNY, daily increase: 19.50%. A leader in testing for ultra-high voltage, focusing on the construction of smart grids and providing inspection, testing, certification, and technical services for key equipment like high voltage switches and transformers [8]. - **New Wind Light (688663.SH)**: Latest stock price: 55.00 CNY, daily increase: 15.55%. Offers high voltage dynamic reactive power compensation devices (SVG) and energy storage PCS products for smart grid projects, enhancing grid stability and power quality [9]. - **Hongxiang Co., Ltd. (300427.SZ)**: Latest stock price: 15.62 CNY, daily increase: 10.78%. Engages in providing power detection and monitoring equipment to ensure grid safety, along with secondary fusion switch devices and distribution automation terminals for smart distribution networks [10]. - **Wansheng Intelligent (300882.SZ)**: Latest stock price: 24.90 CNY, daily increase: 8.07%. Focuses on the power distribution industry, specializing in smart meters and electricity information collection systems, essential components of the smart grid usage segment [11]. - **Yubang Electric (688597.SH)**: Latest stock price: 9.93 CNY, daily increase: 7.70%. A key supplier for national smart grid and power IoT, providing smart meters, collection terminals, and intelligent inspection services, covering the entire chain of "source, network, load, storage, intelligence" [11]. - **Hualing Cable (001208.SZ)**: Latest stock price: 25.44 CNY, daily increase: 7.12%. A domestic special cable manufacturer responding to national smart grid construction, maintaining good business relationships with State Grid and Southern Grid [13]. - **Baiyun Electric (603861.SH)**: Latest stock price: 14.60 CNY, daily increase: 6.96%. A comprehensive service provider for power energy, increasing investment in "secondary" intelligent technology to offer green and intelligent transmission and distribution products and system solutions [14]. - **Jiechuang Intelligent (301248.SZ)**: Latest stock price: 66.73 CNY. Smart grid is part of the company's smart city business, providing intelligent solutions for Southern Grid and China General Nuclear Power, collaborating with various local grid units [15]. - **Changgao Electric New (002452.SZ)**: Latest stock price: 9.50 CNY, daily increase: 6.15%. A major manufacturer of high voltage isolating switches, widely used in smart grid transmission and distribution, recognized as an excellent supplier for State Grid and Southern Grid [16].

Core Viewpoint - The news highlights a significant increase in the power equipment sector, with a notable rise in stock prices for several companies, particularly XinFengGuang, which led the gains with a 15.55% increase [1]. Group 1: Market Performance - The power equipment sector rose by 1.87% on the trading day, while the Shanghai Composite Index fell by 0.26% to close at 4101.91, and the Shenzhen Component Index decreased by 0.18% to 14281.08 [1]. - XinFengGuang (688663) closed at 55.00, up 15.55%, with a trading volume of 117,200 shares and a transaction value of 608 million yuan [1]. - Other notable gainers included Hongxiang Co. (300427) with an 11.33% increase, Hanlan Co. (002498) and Guangdian Electric (601616) both up by 10.10%, and several others showing increases around 10% [1]. Group 2: Fund Flow Analysis - The power equipment sector experienced a net outflow of 3.512 billion yuan from institutional investors, while retail investors saw a net inflow of 2.207 billion yuan [2]. - The data indicates that speculative funds had a net inflow of 1.305 billion yuan into the sector [2]. - Specific stocks like SiYuan Electric (002028) and Guangdian Electric (601616) showed varying levels of net inflow and outflow from different investor types, with SiYuan Electric having a net inflow of 2.57 billion yuan from institutional investors [3].

Market Overview - The A-share market experienced fluctuations with the three major indices showing a downward trend, with the Shanghai Composite Index down by 0.25%, the Shenzhen Component down by 0.19%, and the ChiNext Index down by 0.17% [1]. Sector Performance - The power equipment sector showed strength in the morning, with significant gains in high-voltage transmission, virtual power plants, and charging stations. Notable stocks included Wan Sheng Intelligent, which hit a 20% limit up, and several others like Baobian Electric and Guodian Electric also reached their daily limits [3][4]. - The construction decoration sector also saw a rise, with stocks like Hongsheng Huayuan and Wenkai Co. hitting their daily limits [5][6]. - Conversely, the media sector faced a collective decline, with stocks such as Xinhua Net and Vision China hitting their daily limits downwards, reflecting a downturn in AI application stocks [7][8]. Notable Stock Movements - *ST Chengchang, a stock in the commercial aerospace sector, experienced a dramatic price movement, opening at a limit down of 116.7 CNY and quickly rebounding to a limit up of 128.98 CNY, marking a significant trading day for the stock [10][13]. - The stock has seen a substantial increase since December 1, becoming one of the most expensive ST stocks in the market [13]. Investment Insights - The National Grid announced a projected fixed asset investment of 4 trillion CNY during the 14th Five-Year Plan period, representing a 40% increase from the previous plan, aimed at enhancing the new power system's supply chain [5].

Core Viewpoint - The announcement from the State Grid on January 15 indicates a significant increase in fixed asset investment during the "14th Five-Year Plan" period, projected to reach 4 trillion yuan, representing a 40% growth compared to the previous plan, aimed at the construction of a new power system [3]. Group 1: Stock Performance - A broad rise in electric grid equipment stocks was observed, with Wan Sheng Intelligent hitting the daily limit, and other companies like Senyuan Electric, Wind Fan Co., and Han Cable also reaching their limits [1]. - Yinen Power surged over 22%, while other companies such as Shuangjie Electric and Changgao Electric New also experienced notable increases [1]. - The electric grid equipment index rose by 4.62%, reflecting strong market sentiment [2]. Group 2: Individual Stock Highlights - Yinen Power's stock price reached 23.03 yuan, marking a 22.30% increase [2]. - Wan Sheng Intelligent's stock price was 27.65 yuan, with a 20.01% rise [2]. - Other notable performers included Hongxiang Co. with an 18.10% increase, Han Cable with a 10.10% rise, and Senyuan Electric with a 10.07% increase [2][3]. Group 3: Related Sector Movements - The "中字头" (state-owned enterprises) sector saw significant activity, with companies like China Power Construction hitting the daily limit and others such as China Energy Construction and China Communications Construction also experiencing rapid gains [3]. - The robot concept stocks were active, with Henghui Security reaching the daily limit and Henggong Precision rising over 15% [5][6].

Group 1 - The A-share market's smart grid concept stocks continue to perform strongly, with Wan Sheng Intelligent approaching a 20% limit up, and Can Energy Power rising over 13% [1] - The investment in China's power grid during the 14th Five-Year Plan is expected to reach 4 trillion yuan, a 40% increase compared to the previous plan, with annual investments around 1 trillion yuan during the 15th Five-Year Plan [1] - The investment forecast for State Grid and Southern Grid in 2026 is expected to reach 700 billion yuan and 189 billion yuan, respectively, with year-on-year growth of 7.6% and 8.0% [1] Group 2 - European data centers are accelerating construction, revealing power supply and demand contradictions, which further stimulate the demand for offshore wind and power interconnection [1] - The continuous high growth in the demand for European grid renovation is beneficial for main grid transformers and switches [1] Group 3 - The stock performance of various companies in the smart grid sector shows significant increases, with Wan Sheng Intelligent up by 19.44%, Can Energy Power by 13.45%, and He Shun Electric by 12.49% [2] - The total market capitalization of Wan Sheng Intelligent is 7.876 billion yuan, while Can Energy Power stands at 2.447 billion yuan [2] - The year-to-date performance of these stocks indicates strong growth, with Wan Sheng Intelligent at 46.38% and Can Energy Power at 35.06% [2]

Group 1 - The virtual power plant index experienced a strong surge, indicating positive market sentiment in the sector [2] - Xinlian Electronics reached the daily limit increase, reflecting strong investor interest [2] - Wansheng Intelligent also hit the daily limit, showcasing robust performance in the market [2] Group 2 - State Grid Information Communication rose over 5%, indicating a positive trend in its stock performance [2] - Pinggao Electric saw an increase of over 7%, further highlighting the upward movement in the industry [2]

Group 1 - The A-share market showed mixed performance on January 15, with the electric grid equipment sector experiencing a strong rally, particularly the electric grid equipment ETF (159326), which rose by 1.79% and achieved a trading volume of 9.04 billion yuan [1] - The electric grid equipment ETF has seen a net inflow of funds for five consecutive trading days, totaling over 1.9 billion yuan, reaching a new high of 6.216 billion yuan, making it the largest power-related ETF in the market [1] - Elon Musk highlighted the explosive growth in power demand for AI supercomputing clusters and data centers, emphasizing the critical role of high-performance transformers in energy conversion, with current supply shortages exceeding expectations [1] Group 2 - The electric grid equipment ETF (159326) is the only ETF tracking the CSI Electric Grid Equipment Theme Index, with a strong representation in sectors such as power transmission and transformation equipment, grid automation equipment, and cable components [2] - The smart grid sector holds a significant weight of 88% in the index, while ultra-high voltage equipment accounts for 65%, both being the highest in the market [2] Group 3 - China's electric grid equipment companies possess technological and cost advantages, positioning them to benefit directly from the urgent need for upgrades in aging power grid systems in Europe and the U.S. [1] - According to the General Administration of Customs, the export performance of power equipment has been stable, with a cumulative export value of 65.596 billion yuan from January to September, reflecting a year-on-year growth of 36.33% [1]

证券日报网讯 1月13日，万胜智能在互动平台回答投资者提问时表示，子公司天台凯石机电有限公司专 注于低压变压器的研发生产，核心配套母公司万胜智能的智能电能表内部供电需求。目前产品专供母公 司，是确保智能电能表精准计量、稳定运行的关键能源支撑，亦是公司聚焦智能电网主业的重要垂直配 套延伸布局。未来，公司将持续优化产品性能与适配性，助力电力终端设备升级。 （文章来源：证券日报） ...

万胜智能（300882.SZ）1月13日在投资者互动平台表示，子公司天台凯石机电有限公司专注于低压变压 器的研发生产，核心配套母公司万胜智能的智能电能表内部供电需求。目前产品专供母公司，是确保智 能电能表精准计量、稳定运行的关键能源支撑，亦是公司聚焦智能电网主业的重要垂直配套延伸布局。 未来，公司将持续优化产品性能与适配性，助力电力终端设备升级。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司有无变压器相关业务或者技术储备？ ...