Newonder Special Electric (301120)

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新特电气参股成立南通华储时代能源有限公司,持股比例92.5%
Zheng Quan Zhi Xing· 2025-08-03 11:16
数据来源:天眼查APP 证券之星消息,根据天眼查APP数据整理,近日,南通华储时代能源有限公司成立,法定代表人为钟先 德,注册资本2000万元,经营范围包含:许可项目:发电业务、输电业务、供(配)电业务(依法须经批准 的项目,经相关部门批准后方可开展经营活动,具体经营项目以审批结果为准)一般项目:合同能源管 理;储能技术服务;节能管理服务;技术服务、技术开发、技术咨询、技术交流、技术转让、技术推 广;工程和技术研究和试验发展;特种设备销售;控股公司服务;新兴能源技术研发;电力行业高效节 能技术研发;软件开发(除依法须经批准的项目外,凭营业执照依法自主开展经营活动)。天眼查APP股 权穿透显示,该公司由新特电气、钱龙共同持股。 ...
新特电气:公司长期专注电力电子领域的技术研发和产品创新
Zheng Quan Ri Bao Wang· 2025-08-01 12:45
证券日报网讯新特电气(301120)8月1日在互动平台回答投资者提问时表示,公司为国内专业变频电源 系统方案提供商,长期专注电力电子领域的技术研发和产品创新,公司持续对行业发展动态保持密切关 注,在深耕原有产品和技术的同时关注行业技术演进方向,开展固态变压器的技术研发,目前处于技术 研发阶段,敬请投资者理性决策,注意投资风险。 ...
新特电气(301120)8月1日主力资金净流入2153.99万元
Sou Hu Cai Jing· 2025-08-01 10:17
Group 1 - The core viewpoint of the news highlights the performance and financial metrics of Xinhua Special Electric Co., Ltd. as of August 1, 2025, showing a stock price increase and significant revenue growth [1] - The company's total revenue for Q1 2025 reached 88.17 million yuan, representing a year-on-year growth of 19.98%, while net profit attributable to shareholders was 9.14 million yuan, up 112.87% year-on-year [1] - The company has a low debt ratio of 5.52%, indicating strong financial health, with a current ratio of 17.97 and a quick ratio of 16.81 [1] Group 2 - Xinhua Special Electric Co., Ltd. has made investments in 12 enterprises and participated in 76 bidding projects, showcasing its active engagement in the market [2] - The company holds 79 trademark registrations and 132 patents, reflecting its commitment to innovation and intellectual property [2] - Additionally, the company possesses 7 administrative licenses, indicating compliance with regulatory requirements [2]
AIDC电力设备、电网产业链周度跟踪(7月第4周)-20250726
Guoxin Securities· 2025-07-26 14:58
Investment Rating - The investment rating for the AIDC power equipment and grid industry is "Outperform the Market" (maintained) [1] Core Viewpoints - The global AI computing load is expected to grow significantly, with new AI computing loads projected at 9.7/15.9/20.2/22.3/23.4/24.6 GW from 2025 to 2030, leading to a corresponding increase in demand for AIDC power equipment [5][13] - The domestic data center industry is expected to see substantial capital expenditure growth, with major cloud providers anticipated to ramp up investments, particularly in AI infrastructure [18][24] - The industry is characterized by a long power transmission chain, with established global players like Eaton and Schneider Electric dominating, while domestic companies are gaining competitive advantages in various segments [5][13] AIDC Power Equipment Summary - The demand for AIDC power equipment is projected to reach 29/48/60/67/70/74 GW from 2025 to 2030, with an average annual growth rate of 20% [5][13] - The market space for dry-type transformers, medium and low voltage switchgear, UPS, HVDC, and solid-state transformers is expected to reach 85/341/41/380/239 billion yuan by 2030 [5][12] - Recent performance in the AIDC power equipment sector has shown significant gains, particularly in transformers and switchgear, with notable stock performances from companies like TBEA and XWDA [5][28] Grid Industry Summary - National power engineering investment reached 1,057 billion yuan in June 2025, a year-on-year increase of 22.5% [32] - The grid engineering investment for the same period was 871 billion yuan, reflecting a year-on-year growth of 4.1% [33] - The bidding results for the State Grid's transformer equipment showed a total bid amount of 211.89 billion yuan, a year-on-year increase of 38.1% [61] - The focus for the grid industry includes high voltage orders and the development of new business models such as virtual power plants and green electricity direct supply [5][55]
AIDC系列(五):SST方案:变压器颠覆性技术路线
Minsheng Securities· 2025-07-23 12:00
Investment Rating - The report suggests a positive investment outlook for the SST (Solid State Transformer) solution, highlighting its comprehensive advantages in the data center sector [4][70]. Core Insights - The global AI market is projected to grow from 1,187.9 billion RMB in 2023 to 11,455.4 billion RMB by 2030, with a CAGR exceeding 35% [5][14]. - The SST solution is particularly suitable for microgrid DC power scenarios, enabling direct conversion from grid power to 800V DC supply, addressing various challenges in data center power supply [5][47]. - The report emphasizes the importance of high-frequency transformers and power electronic devices in the SST solution, recommending key companies in these sectors for investment [5][70]. Summary by Sections 1. Industry Status and Challenges - The demand for full DC systems is increasing due to the rising proportion of DC devices in data centers, necessitating a compatible full DC power supply architecture [21]. - Traditional 54V power supply systems are reaching their limits, prompting the need for higher voltage levels, such as the 800V HVDC architecture proposed by leading companies [28]. - The area occupied by power distribution systems is increasing as power density in data centers rises, with projections indicating that power distribution systems may occupy equal space to IT equipment in high-density setups [30] [31]. 2. Advantages of SST Solution - The SST solution offers modularity and high efficiency, with the ability to directly convert high voltage AC to low voltage DC, significantly reducing space requirements and improving energy efficiency [44][63]. - SST technology utilizes advanced semiconductor devices and high-frequency transformers, allowing for active control of power quality and rapid fault detection [55][57]. - The SST solution has already been implemented in benchmark data center projects, demonstrating its potential for widespread adoption in the industry [65]. 3. Investment Recommendations - The report recommends focusing on companies involved in high-frequency transformers, power electronic devices, and advanced magnetic materials, as they are expected to benefit from the growth of the SST market [70].
新特电气(301120) - 关于出售全资子公司股权进展暨完成工商变更登记的公告
2025-07-22 10:06
证券代码:301120 证券简称:新特电气 公告编号:2025-047 关于出售全资子公司股权进展暨完成工商变更登记的公告 特此公告。 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。 新华都特种电气股份有限公司董事会 一、具体情况概述 2025 年 7 月 22 日 新华都特种电气股份有限公司(以下简称"公司"或"转让方")于 2025 年 5 月 9 日召开第五届董事会第十二次会议,于 2025 年 5 月 28 日召开 2025 年第 二次临时股东大会,审议通过了《关于公司拟出售全资子公司股权的议案》,同 意公司将其持有的河北新华都变频变压器有限公司(以下简称"河北新华都"或 "目标公司")100%股权转让给三河高瓴科技有限公司(以下简称"高瓴科技"或"受 让方")。本次交易,受让方应向转让方支付受让目标公司 100%股权的价款为 29,762,905 元,并偿还目标公司对转让方的往来款 2,237,095 元,即受让方应合 计向转让方支付 32,000,000 元。具体内容详见公司于 2025 年 5 月 13 日刊登在巨 潮资讯网(www.cninfo ...
新特电气实控人拟减持 上市募8.5亿当年业绩顶去年亏
Zhong Guo Jing Ji Wang· 2025-07-22 06:08
Core Viewpoint - New Special Electric (301120.SZ) announced a share reduction plan by its controlling shareholders, which will not affect the company's governance structure or control [1] Group 1: Share Reduction Plan - The controlling shareholders plan to reduce their holdings by up to 11,132,400 shares, representing 3% of the total share capital excluding repurchased shares [1] - The reduction will occur through centralized bidding or block trading, with a maximum of 3,710,800 shares (1%) via centralized bidding and 7,421,600 shares (2%) via block trading [1] Group 2: Financial Performance - In 2022, New Special Electric's revenue was 452 million yuan, with a net profit attributable to shareholders of 97.54 million yuan [2] - The company experienced a decline in net profit for two consecutive years, with a projected negative net profit of 48.51 million yuan in 2024 [3] - For the first quarter of 2025, the company reported a revenue of 88.17 million yuan, a year-on-year increase of 19.98%, and a net profit of 9.14 million yuan, a year-on-year increase of 112.87% [3] Group 3: Fundraising and Use of Proceeds - New Special Electric raised a total of 850.16 million yuan, with a net amount of 754.69 million yuan, exceeding the original plan by 238.34 million yuan [2] - The funds are intended for the construction of a special transformer production base, R&D center, and to supplement working capital [2] Group 4: Stock Issuance and Dividend - The company announced a stock split of 10 shares for every 5 shares held and a pre-tax dividend of 0.8 yuan per share, effective from May 30, 2023 [4]
7月22日早间重要公告一览
Xi Niu Cai Jing· 2025-07-22 05:03
Group 1 - Ruihu Mould achieved a net profit of 227 million yuan in the first half of 2025, a year-on-year increase of 40.33% [1] - The company reported an operating income of 1.662 billion yuan, representing a year-on-year growth of 48.3% [1] - The main business focuses on automotive manufacturing equipment and lightweight automotive components [1] Group 2 - Dongfang Fortune announced that shareholder Shen Yougen's inquiry transfer price is set at 21.66 yuan per share [1] - The transfer will not occur through centralized bidding or block trading, and the shares cannot be transferred within six months [1] - The company specializes in securities, financial e-commerce services, and financial data services [1] Group 3 - Yunnan Copper plans to purchase 40% of Liangshan Mining for 2.324 billion yuan through a share issuance [3] - The transaction involves issuing shares to the controlling shareholder and indirect controlling shareholder to raise matching funds [3] - The company is engaged in copper exploration, mining, smelting, and processing of precious and rare metals [3] Group 4 - Changchuan Technology reported a net profit of 427 million yuan in the first half of 2025, a year-on-year increase of 98.73% [15] - The company achieved an operating income of 2.167 billion yuan, reflecting a year-on-year growth of 41.8% [15] - The main business is focused on the research, production, and sales of integrated circuit equipment [15] Group 5 - ST Lingda reported a net loss of 105 million yuan in the first half of 2025, an improvement from a net loss of 168 million yuan in the same period last year [17] - The company achieved an operating income of 59.93 million yuan, a year-on-year increase of 72.39% [17] - The main business involves high-efficiency photovoltaic solar cells and photovoltaic power generation [17] Group 6 - Anning Co. plans to acquire 100% equity of three companies for 6.508 billion yuan through phased cash payments [14] - The acquisition aims to enhance resource reserves, business scale, market share, and profitability [14] - The company primarily engages in the mining, washing, and sales of vanadium-titanium magnetite [14] Group 7 - Huylv Ecological is planning a major asset restructuring, with stock suspension effective from July 22, 2025 [13] - The restructuring involves issuing shares and cash to acquire 49% equity of Wuhan Junheng Technology [13] - The company specializes in landscape engineering construction and design [13] Group 8 - ST Xifa is planning to acquire the remaining 50% equity of Lhasa Beer for cash, which will lead to full control of the company [26] - The transaction is in the planning stage and is expected to constitute a major asset restructuring [26] - The company is involved in the production and sales of beer [26]
新特电气(301120) - 关于公司控股股东、实际控制人及其一致行动人减持股份的预披露公告
2025-07-21 13:06
证券代码:301120 证券简称:新特电气 公告编号:2025-046 新华都特种电气股份有限公司 关于公司控股股东、实际控制人及其一致行动人减持股份 的预披露公告 公司控股股东、实际控制人及其一致行动人谭勇先生、宗丽丽女士、李 淑芹女士和宗宝峰先生保证信息披露的内容真实、准确和完整,没有虚假记 载、误导性陈述或重大遗漏。 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: 新华都特种电气股份有限公司(以下简称"公司"或"本公司")控股股东、 实际控制人及其一致行动人谭勇先生、宗丽丽女士、李淑芹女士和宗宝峰先生 合计持有公司股份 213,325,725 股,占公司总股本剔除回购专用证券账户的股本 的比例为 57.49%,计划自本公告披露之日起十五个交易日后的三个月内,以集 中竞价或大宗交易方式减持公司股份数量不超过 11,132,400 股,占公司总股本 剔除回购专用证券账户的股本的比例为 3%,其中,以集中竞价方式减持不超过 3,710,800 股,占公司总股本剔除回购专用证券账户的股本的比例为 1%;以大 宗交易方式减持不超过 7,421,600 ...
新股发行及今日交易提示-20250714





HWABAO SECURITIES· 2025-07-14 08:17
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