Investment Rating - The report maintains a "Buy" rating for the power equipment sector [7][18]. Core Insights - The demand for overseas computing power has exceeded expectations, leading to a significant acceleration in the domestic ecosystem [5][6]. - The AI computing infrastructure is experiencing a dual resonance of supply and demand, with the liquid cooling server industry poised for a clear breakout point [15][16]. - Major cloud service providers are expected to invest heavily in liquid cooling technology due to the advanced process of the new generation of chips [5][15]. - The domestic AI industry chain is becoming increasingly competitive, with significant fundraising efforts by leading companies to enhance their capabilities [6][16]. Summary by Sections Investment Viewpoints - The report highlights strong AI beta resonance across various companies, from established overseas firms to domestic players [17]. - The power generation sector is identified as a logical area for growth, with specific recommendations for companies such as KOTAI Power and AIDC leasing firm Hongjing Technology [7][17]. Industry Dynamics - The report notes that the global capital expenditure for data center infrastructure is projected to reach $3-4 trillion over the next five years [15]. - Oracle's latest financial report anticipates a 77% surge in cloud infrastructure revenue, indicating robust market demand [5][15]. - The report also discusses the recent approval of large-scale fundraising by domestic AI companies, which is expected to enhance their competitive edge [6][16]. Key Companies and Earnings Forecast - The report provides a detailed earnings forecast for several companies in the power equipment sector, including: - KOTAI Power (Buy) - Yingweike (Buy) - Macromit (Buy) - Shunling Environment (Buy) - Hewei Electric (Buy) [10][20][19].

证券日报网讯9月15日晚间，申菱环境（301018）发布公告称，公司于2025年9月15日召开职工代表大 会，经与会职工代表讨论和民主表决，同意选举叶国先先生担任公司第四届董事会职工代表董事。 ...

北京市东城区建国门内大街 26 号新闻大厦 7 层、8 层 电话：010-88004488/66090088 传真：010-66090016 邮编：100005 北京国枫律师事务所 关于广东申菱环境系统股份有限公司 2025 年第一次临时股东大会的 法律意见书 国枫律股字[2025]A0451 号 致：广东申菱环境系统股份有限公司（贵公司） 本所律师根据《公司法》《证券法》《股东会规则》《证券法律业务管理办法》《证 券法律业务执业规则》等相关法律、行政法规、规章、规范性文件的要求，按照律师行 业公认的业务标准、道德规范和勤勉尽责精神，对贵公司提供的有关文件和有关事项进 行了核查和验证，现出具法律意见如下： 一、本次会议的召集、召开程序 （一）本次会议的召集 北京国枫律师事务所（以下简称"本所"）接受贵公司的委托，指派律师出席并见 证贵公司 2025 年第一次临时股东大会（以下简称"本次会议"）。 本所律师根据《中华人民共和国公司法》（以下称"《公司法》"）、《中华人民 共和国证券法》（以下称"《证券法》"）、《上市公司股东会规则》（以下称"《股 东会规则》"）、《律师事务所从事证券法律业务管理办法》（以下称" ...

广东申菱环境系统股份有限公司 关于 2025 年第一次临时股东大会决议的公告 证券代码：301018 证券简称：申菱环境 公告编号：2025-039 2、本次股东大会不涉及变更以往股东大会已通过的决议。 3、本次股东大会采取现场投票与网络投票相结合的方式召开。 一、会议召开和出席情况 （一）会议召开情况 1、会议召开时间 （1）现场会议召开时间：2025年9月15日（星期一）下午15:00。 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时 间为2025年9月15日9:15-9:25，9:30-11:30和 13:00-15:00。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东大会无否决议案的情形。 通过深交所互联网投票系统投票的具体时间为：2025年9月15日9:15至15:00 期间的任意时间。 2、现场会议召开地点：佛山市顺德区陈村镇机械装备园兴隆十路8号公司会 议室。 3、会议召开方式：采取现场投票和网络投票相结合的方式。 4、会议召集人：公司第四届董事会。 5、会议主持人：公司董事长崔颖琦先生。 本次会议 ...

证券代码：301018 证券简称：申菱环境 公告编号：2025-040 广东申菱环境系统股份有限公司 关于非独立董事辞职暨选举职工代表董事的公告 广东申菱环境系统股份有限公司董事会 2025 年 9 月 15 日 附件： 截至本公告披露日，陈忠斌先生通过盐城新众贤投资合伙企业（有限合伙） 间接持有本公司股份 270.04 万股，占公司总股本的 1.0150%。陈忠斌先生不存 在其应当履行而未履行的承诺事项。陈忠斌先生将按照公司相关规定做好工作交 接，其辞任董事不会对公司的正常经营造成影响。公司及董事会对陈忠斌先生在 董事任职期间为公司发展所做出的贡献表示衷心的感谢。 二、关于选举职工代表董事的情况 根据《中华人民共和国公司法》《上市公司章程指引》《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》等法律、法规、规范性文件的有关规定，公司对《公司章程》 进行了修订。公司于 2025 年 9 月 15 日召开 2025 年第一次临时股东大会，审议 通过了《关于修订<公司章程>的议案》，公司不再设置监事会、监事，公司监事 会主席欧兆铭先生、监事陈秀文女士 ...

Group 1 - The core viewpoint of the news is that Shunling Environment's stock has experienced a decline of 5.27%, with a current price of 69.00 CNY per share and a total market capitalization of 18.358 billion CNY [1] - Shunling Environment, established on July 3, 2000, and listed on July 7, 2021, specializes in air environment regulation equipment, focusing on research, production, marketing, installation, and maintenance services [1] - The company's main business revenue composition includes 82.94% from equipment sales, 16.68% from solutions and services, and 0.38% from other sources [1] Group 2 - Among the top ten circulating shareholders of Shunling Environment, E Fund's supply-side reform mixed fund (002910) has recently entered, holding 2.6008 million shares, which is 1.31% of the circulating shares [2] - The E Fund supply-side reform mixed fund was established on January 25, 2017, with a current scale of 4.056 billion CNY, achieving a year-to-date return of 20.06% and a one-year return of 37.81% [2] - The fund manager, Yang Zongchang, has been in position for 6 years and 145 days, with the best fund return during his tenure being 228.46% [3]

证券日报网讯申菱环境（301018）9月10日在互动平台回答投资者提问时表示，公司主要为锂电池制造 工厂提供转轮除湿机组，冷水机组，空气处理机组等生产工艺环境保障设备。 ...

Core Insights - On September 10, Shenling Environment's stock rose by 9.25%, closing at 71.35 yuan, with a total of 12 block trades amounting to 6.46 million shares and a total transaction value of 38.114 million yuan [1][4]. Trading Details - The first trade occurred at a price of 59.00 yuan for 50,000 shares, totaling 2.95 million yuan, with a discount rate of -17.31% [1]. - The second trade also had a price of 59.00 yuan for 34,000 shares, totaling 2.006 million yuan, maintaining the same discount rate of -17.31% [2]. - The third trade involved 40,000 shares at 59.00 yuan, amounting to 2.36 million yuan, with a discount rate of -17.31% [1][2]. - The fourth trade was for 37,000 shares at 59.00 yuan, totaling 2.183 million yuan, with a discount rate of -17.31% [2]. - The fifth trade involved 40,000 shares at 59.00 yuan, totaling 2.36 million yuan, with a discount rate of -17.31% [2]. - The sixth trade also had a price of 59.00 yuan for 40,000 shares, totaling 2.36 million yuan, with a discount rate of -17.31% [2]. - The seventh trade was for 34,000 shares at 59.00 yuan, totaling 2.006 million yuan, with a discount rate of -17.31% [2]. - The eighth trade involved 191,000 shares at 59.00 yuan, amounting to 11.269 million yuan, with a discount rate of -17.31% [3]. - The ninth trade was for 35,000 shares at 59.00 yuan, totaling 2.065 million yuan, with a discount rate of -17.31% [3]. - The tenth trade also had a price of 59.00 yuan for 35,000 shares, totaling 2.065 million yuan, with a discount rate of -17.31% [3]. - The eleventh trade involved 70,000 shares at 59.00 yuan, totaling 4.13 million yuan, with a discount rate of -17.31% [3]. - The twelfth trade was for 40,000 shares at 59.00 yuan, totaling 2.36 million yuan, with a discount rate of -17.31% [4]. Recent Trading Activity - In the last three months, Shenling Environment has recorded a total of 48 block trades, with a cumulative transaction value of 197 million yuan [4]. - Over the past five trading days, the stock has declined by 3.93%, with a net outflow of 174 million yuan in principal funds [4].

每经AI快讯，有投资者在投资者互动平台提问：请问在锂电池行业，公司产品主要用在哪些方面？ 申菱环境（301018.SZ）9月10日在投资者互动平台表示，公司主要为锂电池制造工厂提供转轮除湿机 组，冷水机组，空气处理机组等生产工艺环境保障设备。 （文章来源：每日经济新闻） ...

Group 1 - The general equipment sector increased by 0.37% on September 10, with KaiChuang Electric leading the gains [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] - Notable stock performances included KaiChuang Electric with a closing price of 65.25, up 13.30%, and Liou Co. with a closing price of 5.96, up 9.96% [1] Group 2 - The general equipment sector saw a net inflow of 1.414 billion yuan from main funds, while retail investors experienced a net outflow of 580 million yuan [2] - The stock with the highest main fund inflow was Liou Co. with 164 million yuan, while the highest retail outflow was also from Liou Co. at 98.5 million yuan [3] - Other significant net inflows included 32.3 million yuan for Dongfang Zhizao and 85.4 million yuan for Chuanrun Co. [3]