从资金流向上来看，当日厨卫电器板块主力资金净流入3795.68万元，游资资金净流入2593.03万元，散户 资金净流出6388.7万元。厨卫电器板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002677 | 浙江美大 | 3216.96万 | 6.05% | 1632.70万 | 3.07% | -4849.67万 | -9.13% | | 300894 | 火星人 | 1455.36万 | 12.05% | 293.80万 | 2.43% | -1749.15万 | -14.48% | | 002508 | 老板电器 | 660.03万 | 3.21% | 172.08万 | 0.84% | -832.11万 | -4.05% | | 605336 帅丰电器 | | 385.14万 | 8.69% | 88.01万 | 1.99% | -473.15万 | -10.67% | | 002 ...

资料显示，浙江亿田智能厨电股份有限公司位于浙江省绍兴市嵊州市浦口街道浙锻路68号，成立日期 2003年9月25日，上市日期2020年12月3日，公司主营业务涉及集成灶等现代新型厨房电器产品的研发、 生产和销售。主营业务收入构成为：集成灶58.38%，其他33.32%，算力业务8.30%。 9月17日，亿田智能盘中下跌2.00%，截至14:10，报57.29元/股，成交1.80亿元，换手率1.84%，总市值 103.90亿元。 资金流向方面，主力资金净流出946.13万元，特大单买入1252.03万元，占比6.94%，卖出2273.97万元， 占比12.60%；大单买入5624.93万元，占比31.17%，卖出5549.11万元，占比30.75%。 亿田智能今年以来股价涨195.95%，近5个交易日涨10.19%，近20日涨8.30%，近60日涨45.22%。 今年以来亿田智能已经1次登上龙虎榜，最近一次登上龙虎榜为2月17日，当日龙虎榜净买入499.95万 元；买入总计9515.45万元 ，占总成交额比14.29%；卖出总计9015.49万元 ，占总成交额比13.54%。 亿田智能所属申万行业为：家用电器-厨 ...

从资金流向上来看，当日厨卫电器板块主力资金净流入3865.33万元，游资资金净流出1584.36万元，散户 资金净流出2280.97万元。厨卫电器板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603366 | 日出东方 | 10.20 | 3.24% | 32.73万 | 3.29 Z | | 002677 | 浙江美大 | 7.07 | 3.06% | 11.83万 | 8301.63万 | | 300894 | 火星人 | 13.50 | 2.35% | 5.90万 | 7895.36万 | | 605336 | 帅芋电器 | 15.43 | 1.11% | - 2.58万 | 3950.06万 | | 603551 | 奥普科技 | 12.53 | 1.05% | 2.24万 | 2799.87万 | | 002035 | 来是股份 | 6.47 | 0.94% | 9.32万 | 5997.01万 | | 002543 | 万和电气 | 11.94 | 0.8 ...

证券之星消息，9月15日厨卫电器板块较上一交易日上涨1.08%，亿田智能领涨。当日上证指数报收于 3860.5，下跌0.26%。深证成指报收于13005.77，上涨0.63%。厨卫电器板块个股涨跌见下表： | 代码 名称 | | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603551 奥普科技 | | 5.37万 | 0.19% | 123.87万 | 4.45% | -129.24万 | -4.64% | | 002677 浙江美大 | | -43.58万 | -1.48% | 38.90万 | 1.33% | 4.68万 | 0.16% | | 002543 万和电气 | | -149.19万 | -4.07% | 376.80万 | 10.27% | -227.62万 | -6.20% | | 605336 帅丰电器 | | -225.48万 | -7.75% | 37.04万 | 1.27% | 188.44万 | 6.47 ...

Core Viewpoint - The article discusses the recent surge in the A-share market, particularly focusing on the structural changes and opportunities within the data center and AI sectors, driven by significant capital expenditures from major companies like Tencent and Alibaba [5][9]. Group 1: Market Movements - A-share market has seen notable movements in the computing power concept stocks, with companies like Data Port and Ronglian Technology experiencing sharp increases, including a limit-up on Ronglian Technology [3][6]. - The computing power sector is compared to the previous liquid cooling sector, indicating it is on the verge of a breakout, with significant gains observed in related stocks [6]. Group 2: Capital Expenditure Trends - Major companies are ramping up capital expenditures, with Tencent and Alibaba reporting increases of 119% and 220% respectively in Q2 this year, and Alibaba planning to invest over 100 billion yuan in AI infrastructure and products [5][9]. - The report highlights that the capital expenditure (CAPEX) for major cloud service providers like Microsoft, Amazon, and Google is expected to grow significantly, with projected CAGR of 33.74% from 2021 to 2024 [9]. Group 3: AI and Data Center Dynamics - The rapid development of AI technology is reshaping the data center industry, with increasing demand for AI-driven services expected to be the main growth driver [6][9]. - The Chinese AI cloud market is projected to reach 22.3 billion yuan by the first half of 2025, supported by favorable policies aimed at avoiding redundant construction in the industry [7]. Group 4: Policy and Industry Outlook - The "East Data West Calculation" initiative is expected to provide a clear direction for the scalable and intensive development of data centers, combining low-cost resources in the west with high market demand in the east [9]. - The "dual carbon" policy context is pushing for a transformation in data centers towards greener practices, which may lead to increased capital expenditure pressures in the short term [10].

Core Viewpoint - The article discusses the recent surge in A-share computing power concept stocks, driven by significant capital expenditures from major domestic companies and the rapid development of AI technology, indicating a potential turning point for the data center sector [2][4][9]. Group 1: Market Movements - Afternoon trading saw notable movements in computing power concept stocks, with Data Port and Ronglian Technology hitting the daily limit, while Yitian Intelligent and Huichen shares also saw significant increases [2][6]. - By the end of trading, Yitian Intelligent rose by 11.02%, Ronglian Technology reached the daily limit, and Huichen shares increased by 7%, with several other stocks also showing gains of over 5% [6]. Group 2: Capital Expenditure Insights - Market rumors suggest that a major company's substantial capital expenditure guidance (up to 2030) is a key factor behind the stock price increases of related companies [4]. - In Q2 of this year, Tencent and Alibaba reported capital expenditure growth of 119% and 220%, respectively, with Alibaba investing over 100 billion yuan in AI infrastructure and products over the past four quarters, aiming for a total of 380 billion yuan in capital expenditures over three years [4]. Group 3: Industry Trends - Analysts believe that the data center sector is on the verge of a breakout, similar to the previous surge in the liquid cooling sector, with AI technology reshaping the industry landscape [6][9]. - The AI cloud market in China is projected to reach 22.3 billion yuan by the first half of 2025, supported by favorable policies aimed at avoiding redundant construction in the sector [7]. Group 4: Future Outlook - Tianfeng Securities indicates that AI development is driving upgrades in data centers, with increasing power demands and larger-scale deployments expected [9]. - The capital expenditure (CAPEX) of major overseas cloud providers like Microsoft, Amazon, Google, and Meta is showing strong growth, with projected compound annual growth rates (CAGR) of 33.74% to 26.13% from 2021 to 2024 [9]. - Domestic internet giants are also ramping up AI investments, with Tencent's capital expenditure expected to reach 96.05 billion yuan in 2024, reflecting a year-on-year growth of 102.6% [9]. Group 5: Regulatory Environment - The introduction of IDC industry policies is expected to support healthy and orderly development in the sector, with initiatives like "East Data West Calculation" providing clear directions for the scaling and intensive development of data centers [10].

资料显示，浙江亿田智能厨电股份有限公司位于浙江省绍兴市嵊州市浦口街道浙锻路68号，成立日期 2003年9月25日，上市日期2020年12月3日，公司主营业务涉及集成灶等现代新型厨房电器产品的研发、 生产和销售。主营业务收入构成为：集成灶58.38%，其他33.32%，算力业务8.30%。 亿田智能所属申万行业为：家用电器-厨卫电器-厨房电器。所属概念板块包括：DeepSeek概念、人工智 能、阿里概念、算力概念、东数西算等。 截至7月31日，亿田智能股东户数7623.00，较上期增加12.20%；人均流通股22217股，较上期减少 10.87%。2025年1月-6月，亿田智能实现营业收入1.74亿元，同比减少49.09%；归母净利润-7168.57万 元，同比减少507.01%。 分红方面，亿田智能A股上市后累计派现4.25亿元。近三年，累计派现3.07亿元。 9月15日，亿田智能盘中上涨2.06%，截至09:47，报53.60元/股，成交6232.52万元，换手率0.70%，总市 值97.21亿元。 资金流向方面，主力资金净流出431.40万元，特大单买入211.04万元，占比3.39%，卖出634.87万 ...

China Battery Chartbook September 2025 Eric Shen Goldman Sachs (Asia) L.L.C. +852-2978-7954 eric.shen@gs.com Qiying Wei Goldman Sachs (Asia) L.L.C. +852-2978-6426 qiying.wei@gs.com Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. For R ...

财通证券股份有限公司 关于浙江亿田智能厨电股份有限公司 2025 年半年度持续督导跟踪报告 | 保荐机构名称：财通证券股份有限公司 | 被保荐公司简称：亿田智能 | | --- | --- | | 保荐代表人姓名：孙江龙 | 联系电话：0571-87821394 | | 保荐代表人姓名：余东旭 | 联系电话：0571-87821394 | （以下无正文） （本页无正文，为《财通证券股份有限公司关于浙江亿田智能厨电股份有限 公司 2025 年半年度持续督导跟踪报告》之签章页） 二、保荐机构发现公司存在的问题及采取的措施 | 事项 | 存在的问题 | 采取的措施 | | --- | --- | --- | | 1.信息披露 | 无 | 不适用 | | 2.公司内部制度的建立和执行 | 无 | 不适用 | | 3．"三会"运作 | 无 | 不适用 | | 4.控股股东及实际控制人变动 | 无 | 不适用 亿田智能董事会已审议通过 | | | | 《关于终止募集资金投资项目 并将剩余募集资金永久补充流 | | | | 动资金的议案》，相关议案已经 | | | 截至本报告出具日，公 | 公司 年第三次临时股东大 202 ...

证券之星消息，9月11日厨卫电器板块较上一交易日上涨0.49%，火星人领涨。当日上证指数报收于 3875.31，上涨1.65%。深证成指报收于12979.89，上涨3.36%。厨卫电器板块个股涨跌见下表： 从资金流向上来看，当日厨卫电器板块主力资金净流出1556.98万元，游资资金净流入742.15万元，散户 资金净流入814.83万元。厨卫电器板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300894 | 火星人 | 638.28万 | 9.22% | -362.71万 | -5.24% | -275.56万 | -3.98% | | 603366 日出东方 | | 623.49万 | 3.03% | -503.61万 | -2.45% | -119.88万 | -0.58% | | 002035 华帝股份 | | 457.33万 | 6.61% | -473.07万 | -6.84% ...