消息面上，据智通财经，微软CEO萨提亚·纳德拉在与OpenAI CEO萨姆.奥特曼日前表示，当前人工智能行业面临的问题并非算 力过剩，而是缺乏足够的电力来支撑所有GPU运行。 另据央视新闻11月5日消息，记者11月4日从在福建福州举行的第七届东亚峰会清洁能源论坛获悉，中国与东盟电力联通更加紧 密，已建成16条跨国互联输电线路。水电水利规划设计总院总经理易跃春表示："目前，中国和东盟双方合作的电源电网项目数 量超过190个，总投资额超过920亿美元。2021到2025年，我国同东盟跨境电力贸易占我国进出口电量比例逐年攀升，成为我国 跨境电力贸易的主要市场。" 《2026—2030年东盟能源合作行动计划》提出，东盟在2030年可再生能源装备占比将提升到45%的目标，未来5年东盟可再生能 源装机的增量空间为105GW。中国在可再生能源领域已积累多项先进成熟技术，未来和东盟的合作空间很大，储能、低碳电网 建设等领域正成为中国和东盟区域的合作新热点。 | 从省科技 | 40.70 19.99% | | 6.78 | | --- | --- | --- | --- | | [ 301361.SZ | | | | | 中能 ...

电网设备板块持续走强，神马电力、金盘科技盘中创新高，摩恩电气、中能电气2连板，新能泰山、太 阳电缆、保变电气、众智科技涨停，灿能电力涨超15%，双杰电气涨超10%，亿能电力、和顺电气、新 特电气、宏发股份、三变科技跟涨。 ...

11月4日，新特电气大宗交易成交56.24万股，成交额991.51万元，占当日总成交额的0.63%，成交价17.63元，较市场收盘价 20.14元折价12.46%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交星 | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | | | | | 2025-11-04 | 301120 | 新特电气 | 17.63 | 56.24 | | 991.51 中信建投证券股份 | 民生证券股份有限 | | | | | | | | 有限公司北京东城 | 公司山东第二分公 | | | | | | | | 分公司 | 리 | ...

新特电气涨超10%，西典新能涨超9%，江苏华辰、中能电气、科陆电子、金盘科技等跟涨。 (本文来自第一财经) ...

（文章来源：每日经济新闻） 每经AI快讯，11月4日，电网设备板块盘初拉升，四方股份、三变科技双双涨停，新特电气涨超10%， 特变电工创历史新高，金盘科技、望变电气、思源电气江苏华辰、中能电气、科陆电子跟涨。 ...

电网设备板块盘初拉升，新特电气涨超10%，西典新能涨超9%，江苏华辰、中能电气、科陆电子跟 涨。 ...

每经AI快讯，11月3日，电网设备板块短线拉升，新特电气涨近10%，西典新能涨超5%，思源电气、中 国西电、金盘科技、万马股份跟涨。 每日经济新闻 ...

Core Insights - The third quarter report of public funds reveals that fund managers' unique heavy positions are showing a different trend compared to mainstream strategies, with a focus on smaller market cap stocks that exhibit greater elasticity and diversification [1][2] Group 1: Performance of Unique Heavy Positions - Over 30 actively managed equity funds with unique heavy positions achieved returns exceeding 30% in the third quarter, with some funds like Dongcai Digital Economy Preferred seeing a net value growth rate close to 70% [1] - A total of 691 stocks became unique heavy positions for funds by the end of the third quarter, with an average market cap of less than 10 billion, and 82.2% of these stocks saw price increases [2] - In the third quarter alone, 519 unique heavy position stocks recorded positive returns, with 9 stocks doubling in price [2] Group 2: Notable Fund Cases - The fund "Bosera Hong Kong Stock Connect Leading Trend" saw significant gains from its unique heavy position in InnoScience, with a floating profit estimated at 125 million yuan due to a 135.57% increase in the stock price [3] - Other funds like E Fund Hong Kong Stock Connect Dividend and Qianhai Kaiyuan Core Resource Fund also reported substantial returns and significant increases in fund size due to their unique heavy positions [3] Group 3: Sector Distribution and Trends - Unique heavy positions are predominantly found in sectors such as machinery, pharmaceuticals, electronics, and basic chemicals, with several stocks having a market value exceeding 100 million yuan [4] - Despite an overall underweight in the real estate sector, some funds have made counter-cyclical investments, indicating a potential shift in market sentiment [5] Group 4: Emerging Opportunities - Fund managers are increasingly focusing on companies with strong fundamentals and safety margins, as seen in the case of Yongyin Hongze's heavy position in Bolong Technology, which has yielded a 62.13% return year-to-date [6] - The satellite internet sector is highlighted as a key area for future growth, with significant investments being made in high-value, high-barrier segments of the industry [7] Group 5: Unique Heavy Positions in Niche Stocks - The fund managed by Wu Yuanyi and Ye Shuai has taken a unique heavy position in Huifeng Diamond, the only active equity product to do so, indicating a strategic focus on niche markets [8] - Other funds have also established unique heavy positions in various emerging companies, showcasing a trend towards diversification and targeted investment strategies [8]

新特电气成立于1985年3月16日，于2022年4月19日在深圳证券交易所上市，注册地址和办公地址均为北京 市。公司是国内变频用变压器龙头，产品布局齐全，行业覆盖较广，市占率超25%。 公司主营业务为以变频用变压器为核心的各式特种变压器、电抗器的研发、生产与销售及配套产品的销 售，所属申万行业为电力设备-电网设备-输变电设备，所属概念板块包括变压器、绿色电力、核电核聚 变、超导概念、核电。 经营业绩：营收行业第28，净利润第19 2025年三季度，新特电气营业收入3.24亿元，行业排名28/29，远低于行业第一名特变电工的729.18亿元和 第二名中国西电的169.59亿元，也低于行业平均的56.16亿元和中位数14.43亿元。当期净利润3629.55万 元，行业排名19/29，远低于行业第一名特变电工的57.35亿元和第二名思源电气的22.71亿元，低于行业平 均的4.46亿元和中位数7419.68万元。 2025年三季度，新特电气资产负债率为8.17%，较去年同期的4.78%有所上升，但远低于行业平均的 50.78%，偿债能力方面，公司资产负债率较低，财务风险较小。当期毛利率为24.08%，较去年同期的 ...

Group 1 - The core point of the news is that Xinhua Special Electric Co., Ltd. experienced a 5.13% drop in stock price, trading at 18.32 yuan per share, with a total market capitalization of 6.803 billion yuan as of the report date [1] - The company specializes in the research, production, and sales of various special transformers and reactors, with its main business revenue composition being 77.75% from transformers, 19.04% from other income, 2.34% from reactors, and 0.87% from supplementary sources [1] Group 2 - From the perspective of fund holdings, Guoshou Anbao Fund has a significant position in Xinhua Special Electric, with its fund holding 234,500 shares, representing 2.72% of the fund's net value, ranking as the tenth largest holding [2] - The Guoshou Anbao Low Carbon Economy Mixed A Fund (012102) has achieved a year-to-date return of 108.64%, ranking 80 out of 8,152 in its category, and a one-year return of 95.88%, ranking 148 out of 8,038 [2] Group 3 - The fund manager of Guoshou Anbao Low Carbon Economy Mixed A Fund is Yan Yang, who has been in the position for 1 year and 308 days, with the fund's total asset size being 432 million yuan [3] - During Yan Yang's tenure, the best fund return was 26.95%, while the worst return was 1.45% [3]