融资方面，扬电科技当日融资买入3590.49万元。当前融资余额2.93亿元，占流通市值的6.18%，融资余 额超过近一年70%分位水平，处于较高位。 10月9日，扬电科技跌1.55%，成交额2.34亿元。两融数据显示，当日扬电科技获融资买入额3590.49万 元，融资偿还3897.89万元，融资净买入-307.40万元。截至10月9日，扬电科技融资融券余额合计2.93亿 元。 分红方面，扬电科技A股上市后累计派现5084.60万元。近三年，累计派现4244.60万元。 机构持仓方面，截止2025年6月30日，扬电科技十大流通股东中，富国天惠成长混合(LOF)A/B （161005）位居第二大流通股东，持股350.00万股，相比上期减少340.16万股。富国新活力灵活配置混 合A（004604）、富国质量成长6个月持有期混合A（011160）、富国核心优势混合发起式A（019361） 退出十大流通股东之列。 责任编辑：小浪快报 融券方面，扬电科技10月9日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年80%分位水平，处于高位。 ...

Market Performance - The grid equipment sector increased by 1.98% on the previous trading day, with Yangdian Technology leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Stock Performance - Yangdian Technology (301012) closed at 26.49, up 16.85% with a trading volume of 414,400 shares and a transaction value of 1.03 billion [1] - TBEA (600089) closed at 16.15, up 10.01% with a trading volume of 3.68 million shares and a transaction value of 5.77 billion [1] - Hangzhou Electric (603618) closed at 8.35, up 10.01% with a trading volume of 551,000 shares and a transaction value of 460 million [1] - Other notable stocks include Baoguang Co. (600379) up 9.99%, and Songsheng Co. (301002) up 7.06% [1] Capital Flow - The grid equipment sector saw a net inflow of 846 million from institutional investors, while retail investors contributed a net inflow of 129 million [2] - TBEA experienced a net inflow of 132.7 million from institutional investors but a net outflow of 68.5 million from speculative funds [2] - Yangdian Technology had a net inflow of 108 million from institutional investors, with significant outflows from both speculative and retail investors [2]

Group 1 - The company, Yangdian Technology, primarily produces energy-saving transformer products [1] - These products are widely used in the infrastructure construction of the State Grid [1]

国泰海通证券股份有限公司 关于江苏扬电科技股份有限公司 2025 年半年度持续督导跟踪报告 | 保荐人名称：国泰海通证券股份有限公司 | 被保荐公司简称：扬电科技 | | --- | --- | | 保荐代表人姓名：徐亦潇 | 联系电话：021-23180000 | | 保荐代表人姓名：吴熠昊 | 联系电话：021-23180000 | 一、保荐工作概述 | 项目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 0次 | | 2.督导公司建立健全并有效执行规章制度的 | | | 情况 | | | （1）是否督导公司建立健全规章制度（包括 | | | 但不限于防止关联方占用公司资源的制度、 | 是 | | 募集资金管理制度、内控制度、内部审计制度、 | | | 关联交易制度） | | | （2）公司是否有效执行相关规章制度 | 是 | | 3.募集资金监督情况 | | | （1）查询公司募集资金专户次数 | 6次 | | （2）公司募集资金项目进展是否与信息披露 | 是 | | ...

Group 1 - The company, Yangdian Technology (301012.SZ), has confirmed that its current business does not involve the artificial intelligence sector [2]

Group 1 - The company, Yangdian Technology, is a major manufacturer of energy-saving transformers and places significant emphasis on market value management [1] - The core measure for market value management is to enhance operational quality, aiming to balance corporate value and market capitalization through steady operations [1] - The company actively improves its governance structure by revising its articles of association and governance systems in accordance with the latest laws and regulations, establishing a standardized internal control system to ensure shareholders fully enjoy their legal rights [1]

Group 1 - The core viewpoint of the article is that Yangdian Technology (301012) aims to increase the proportion of its sales from dry transformers used in data center infrastructure [1] Group 2 - The company responded to investor inquiries on September 11, indicating that enhancing the business share from data centers has been a sales target in recent years [1]

Group 1 - The core viewpoint of the article is that Yangdian Technology (301012.SZ) aims to increase the proportion of its sales from dry-type transformers used in data center infrastructure [1][2] - The company has confirmed that its dry-type transformers can be applied in the construction of data centers, which aligns with its recent sales goals [1][3] - There is an ongoing inquiry from investors regarding whether the company has secured orders from data centers or is actively developing related customers [3] Group 2 - The company is considering upgrading its product line to produce transformers compatible with data centers to explore new market opportunities [3]

Market Overview - The grid equipment sector experienced a decline of 0.71% on the previous trading day, with Yada Co. leading the losses [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Stock Performance - Notable gainers in the grid equipment sector included: - Zhengtai Electric: closed at 28.20, up 3.94% with a trading volume of 496,400 shares and a turnover of 1.383 billion yuan [1] - Yangdian Technology: closed at 21.46, up 3.37% with a trading volume of 107,100 shares and a turnover of 229 million yuan [1] - Kelun Electronics: closed at 6.78, up 3.04% with a trading volume of 783,900 shares and a turnover of 530 million yuan [1] - Conversely, Yada Co. saw a significant drop, closing at 12.58, down 10.08% with a trading volume of 168,800 shares and a turnover of 220 million yuan [2] Capital Flow - The grid equipment sector saw a net outflow of 731 million yuan from institutional investors, while retail investors contributed a net inflow of 510 million yuan [2] - Specific stock capital flows indicated: - Kelun Electronics had a net inflow of 70.19 million yuan from institutional investors, but a net outflow of 715 million yuan from retail investors [3] - Zhengtai Electric experienced a net inflow of 30.33 million yuan from institutional investors and a net inflow of 76.53 million yuan from retail investors [3]

（一）募集资金金额、资金到位情况 根据中国证券监督管理委员会《关于同意江苏扬电科技股份有限公司向特 定对象发行股票注册的批复》（证监许可〔2023〕1223号），公司向特定对象 发行人民币普通股（A股）24,890,190股，每股面值1元，发行价格为20.49元/股， 募集资金总额为人民币509,999,993.10元。2023年7月12日本公司收到主承销商 海通证券股份有限公司汇缴的募集资金509,999,993.10元,扣除承销和保荐费用 5,000,000.00元后合计人民币504,999,993.10元。另扣除各项发行费用（不含税） 人民币合计1,297,066.22元，实际本次募集资金净额为人民币503,702,926.88元。 上述募集资金到位情况业经天健会计师事务所（特殊普通合伙）验证，并由其 出具《验资报告》（天健验〔2023〕362号）。 江苏扬电科技股份有限公司 2025年半年度募集资金存放与使用情况的专项报告 一、募集资金基本情况 | 募集资金投资项目 | 金额（人民币万元） | | --- | --- | | 募集资金净额 | 50,370.29 | | 上期募集资金专户余额 | 14 ...