从资金流向上来看，当日电机板块主力资金净流出1.54亿元，游资资金净流入9695.95万元，散户资金净 流入5717.62万元。电机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) | | --- | --- | --- | --- | --- | --- | | 603988 | 中电电机 | 30.54 | -3.32% | 15.30万 | 4.79亿 | | 301023 | 奕帆传动 | 46.69 | -2.85% | 3.42万 | 1.60亿 | | 603489 | 八方股份 | 30.05 | -2.31% | 2.21万 | 6670.35万 | | 603344 | 星德胜 | 30.54 | -1.48% | - 3.13万 | 9560.02万 | | 002892 | 科力尔 | 12.53 | -1.18% | 8.73万 | 1.10亿 | | 600580 | 卧龙电驱 | 43.85 | -1.02% | 34.98万 | 15.25亿 | | 301502 | 华阳智能 | 46.06 | -0.75% | 1.0 ...

融券方面，奕帆传动1月29日融券偿还400.00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7800.00股，融券余额37.20万元，超过近一年90%分位水平，处于高位。 1月29日，奕帆传动跌1.45%，成交额1.93亿元。两融数据显示，当日奕帆传动获融资买入额2026.88万 元，融资偿还2242.96万元，融资净买入-216.08万元。截至1月29日，奕帆传动融资融券余额合计1.50亿 元。 截至1月20日，奕帆传动股东户数1.18万，较上期减少0.48%；人均流通股3528股，较上期增加0.48%。 2025年1月-9月，奕帆传动实现营业收入2.02亿元，同比减少0.31%；归母净利润5832.85万元，同比减少 19.07%。 融资方面，奕帆传动当日融资买入2026.88万元。当前融资余额1.50亿元，占流通市值的4.04%，融资余 额超过近一年90%分位水平，处于高位。 资料显示，无锡江南奕帆电力传动科技股份有限公司位于江苏省无锡惠山经济开发区堰桥配套区堰裕路 7号，成立日期2011年6月28日，上市日期2021年7月7日，公司主营业务涉及专业定制化微特减速电机的 研发 ...

证券日报网讯1月29日，奕帆传动（301023）在互动平台回答投资者提问时表示，截至2026年1月20日的 股东人数是11849户。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603988 | 中电电机 | 38.13 | 10.01% | 15.13万 | | 5.67亿 | | 002196 | 方正电机 | 18.25 | 4.95% | 132.02万 | | 23.27亿 | | 002249 | 大洋电机 | 11.04 | 0.55% | 87.85万 | | 9.61亿 | | 000922 | 佳电股份 | 14.56 | 0.48% | 10.87万 | | 1.57亿 | | 920100 | 三协电机 | 67.13 | 0.22% | 8736.78 | | 5829.61万 | | 003021 | 兆威机电 | 123.04 | -0.09% | 4.17万 | | 5.09亿 | | 618809 | 神力股份 | 12.56 | -1.02% | 3.92万 | | 4937.44万 | | 002176 | 江特电机 | 10.25 | -1.06% | 69.29万 ...

Investment Rating - The report does not provide specific investment ratings for the industry sectors mentioned [2]. Core Insights - The overall industry strategy focuses on the simultaneous rise in energy storage volume and price, with ongoing themes in space and AI [3]. - The new energy vehicle supply chain is entering an upward cycle, benefiting companies like CATL and EVE Energy due to the electrification upgrade and optimization of energy storage patterns [3]. - By the end of December 2025, China's electric vehicle charging infrastructure is expected to reach 20.092 million units, a year-on-year increase of 49.7% [3]. - Global energy storage battery shipments are projected to reach 640 GWh in 2025, a year-on-year increase of 82.9%, with CATL maintaining a leading position [3][25]. - The solid-state battery sector is entering a critical phase of engineering and industrialization, with companies like Xiamen Tungsten and Peking University Technology benefiting [4]. Summary by Sections Energy Storage and New Energy - The energy storage trend continues to improve, with companies like Sungrow Power and Huaneng Power benefiting from a significant increase in domestic procurement, which exceeded 100 GWh for the first time [5]. - The average price of lithium battery storage systems has rebounded by 6.39% to 0.5226 yuan/Wh [5]. - AI expansion and global grid upgrades are driving demand for power equipment, benefiting companies like TBEA and Sanyuan Electric [5]. Lithium Carbonate and Battery Materials - The supply and demand for lithium carbonate are exceeding expectations, with companies like Salt Lake Potash and Hunan Youneng benefiting from favorable market conditions [4]. - The cost of phosphoric iron lithium cathode materials has increased, with processing fees rising by 318.7 yuan/ton compared to November averages [4][27]. AI and Robotics in New Energy - The integration of AI and humanoid robots in the new energy sector is gaining traction, with companies like Zhejiang Rongtai and Keda Li benefiting from advancements in robotics [7]. - Tesla's shift towards becoming a robotics company is expected to create new growth cycles, with significant implications for the automotive industry [7][26]. Market Trends and Projections - The report highlights that the global energy storage battery shipment is expected to reach 1,090 GWh in 2026, a year-on-year increase of 70% [25]. - The market for commercial energy storage products is evolving, with larger capacity batteries becoming mainstream and driving innovation in the sector [29].

证券之星消息，1月26日电机板块较上一交易日下跌3.64%，奕帆传动领跌。当日上证指数报收于 4132.61，下跌0.09%。深证成指报收于14316.64，下跌0.85%。电机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) | | --- | --- | --- | --- | --- | --- | | 603988 | 中电电机 | 34.55 | 5.02% | 14.72万 | 5.00亿 | | 300626 | 保瑞股份 | 20.07 | 0.60% | 17.47万 | 3.58亿 | | 002176 | 江特电机 | 10.65 | -0.65% | 116.67万 | 12.59亿 | | 002576 | 通达动力 | 18.27 | -1.08% | - 4.61万 | 8433.88万 | | 603489 | 八方股份 | 32.11 | -1.26% | 3.86万 | 1.24亿 | | 603819 | 神力股份 | 12.76 | -1.31% | 4.76万 | 6076.43万 | | 603320 | 迪贝电气 ...

人民财讯1月26日电，奕帆传动（301023）1月26日在互动平台表示，目前公司太阳能回转电机应用于地 面光伏板回转支架上，可以应对地面高温、严寒等极端天气，品质稳定。但太空环境具有极端高低温、 高辐射、真空等特殊条件，对电机性能要求远超地面应用，目前公司电机尚未应用于此等场景。 ...

融资余额降幅前20只个股 证券时报·数据宝统计显示，截至1月22日，沪市两融余额13767.95亿元，较前一交易日增加21.87亿元； 深市两融余额13391.33亿元，较前一交易日增加17.66亿元；北交所两融余额89.85亿元，较前一交易日 减少0.62亿元；深沪北两融余额合计27249.13亿元，较前一交易日增加38.90亿元。 具体到个股来看，融资余额出现增长的股票有1756只，占比46.55%，其中，311股融资余额增幅超过5% 。融资余额增幅最大的是中超控股，该股最新融资余额6.12亿元，较前一交易日增幅达119.34%；股价 表现上，该股当日上涨10.04%，表现强于沪指；融资余额增幅较多的还有华新精科、潍柴重机，融资 余额增幅分别为57.00%、51.33%。 融资余额增幅前20只个股中，从市场表现来看，平均上涨6.95%，涨幅居前的有特瑞斯、三角防务、富 满微，涨幅分别为29.98%、19.99%、15.19%。跌幅居前的有聚胶股份、广钢气体、汇隆活塞，跌幅分 别为8.16%、6.44%、5.05%。 融资余额增幅前20只个股 | 代码 | 简称 | 最新融资余额（万 | 较前一个交易日增减 ...

Market Overview - US stock market continues to rise, with Dow Jones up 0.63%, Nasdaq up 0.91%, and S&P 500 up 0.55% [1] - Meta shares increased by 5.66%, marking the largest single-day gain since July 31 [1] - Tesla shares rose by 4.15%, while Microsoft and Amazon saw increases of at least 1.31% [1] Company Developments - Intel's Q1 guidance is disappointing, leading to a post-market drop of over 10% [2] - Nvidia completed a $5 billion investment in Intel in Q4 [2] - Tesla plans to sell humanoid robots to the public by the end of this year or next year [3] - OpenAI is quietly developing humanoid robots with a team of 100 in San Francisco [4] - Meta's Threads platform has surpassed 400 million monthly active users and is launching ads globally [5] Commodity Insights - Goldman Sachs raised its gold price target to $5,400, indicating that wealthy individuals are competing with central banks for limited physical reserves [6] - COMEX gold futures rose by 1.97%, while silver futures increased by 4.05%, both reaching historical highs [7] - US natural gas futures prices surged by 81% within three days, reaching the highest level since December 2022 [7] Regulatory and Policy Updates - The People's Bank of China (PBOC) Governor Pan Gongsheng stated there is still room for further interest rate cuts and reserve requirement ratio reductions this year [8] - The Ministry of Commerce and other departments encourage horizontal mergers and acquisitions in the pharmaceutical retail sector [12] - The State Council's Food Safety Office is drafting national standards for prepared dishes and will seek public opinions soon [12] Industry Trends - The semiconductor industry is seeing significant developments, with Alibaba's T-HEAD planning for an independent IPO [10] - The prepared food sector is undergoing a transformation, with a focus on quality and safety in the supply chain [11] - The retail pharmacy industry is expected to accelerate consolidation, with a projected decrease in the number of pharmacies by nearly 20,000 since Q4 2024 [13] Financial Projections - Zhaoyi Innovation expects a net profit of approximately 1.61 billion yuan for 2025, a 46% increase year-on-year [17] - Shengmei Shanghai anticipates revenues between 6.68 billion and 6.88 billion yuan for 2025, reflecting a growth of 18.91% to 22.47% [18] - Runtu Co. forecasts a net profit of 600 million to 700 million yuan for 2025, representing a growth of 181.05% to 227.89% [18]

（编辑 任世碧） 证券日报网讯 1月22日，奕帆传动在互动平台回答投资者提问时表示，公司拟以支付现金方式购买北京 和利时电机技术有限公司87.07%的股权，公司与标的公司股东签署了《收购意向条款清单》。其中持 股标的公司40%股权的北京和利时系统工程有限公司为和利时科技集团有限公司的全资子公司。本次交 易尚处于初步筹划阶段，交易方案和交易条款仍需进一步论证和沟通协商，上市公司及标的公司尚需分 别履行必要的内外部决策、审批程序，存在未能通过有关决策、审批程序的风险。公司将严格按照有关 法律法规的规定和要求，认真履行信息披露义务，及时做好信息披露工作。敬请广大投资者理性投资， 注意风险，审慎决策。 ...