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 ...

New Stock Issuance - Shanda Electric (Stock Code: 301609) issued at a price of 14.66[1] - Jiyuan Group (Stock Code: 732262) issued at a price of 10.88[1] Market Alerts - Jichuan Pharmaceutical (Stock Code: 600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - The last trading day for Tuisan Jinguang (Stock Code: 600190) is July 14, 2025, with 4 trading days remaining[1] - The last trading day for Tuisan Jinjing (Stock Code: 900952) is also July 14, 2025, with 4 trading days remaining[1] Abnormal Fluctuations - *ST Zitian (Stock Code: 300280) reported severe abnormal fluctuations on July 10, 2025[1] - *ST Yushun (Stock Code: 002289) reported abnormal fluctuations on July 11, 2025[1] Other Notable Announcements - Longyuan Green Energy (Stock Code: 603185) announced on July 11, 2025[1] - Kedi Pharmaceutical (Stock Code: 000590) announced on July 14, 2025[1]

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. This translates to a demand for AIDC power equipment of 29/48/60/67/70/74 GW, with an average annual growth rate of 20% [5][13] - The market potential for dry-type transformers, medium and low voltage switchgear, UPS, HVDC, and solid-state transformers is estimated to reach 85/341/41/380/239 billion yuan by 2030 [5][12] - The domestic data center industry is expected to see increased capital expenditure from major cloud providers, with 2025 anticipated to be a pivotal year for AIDC construction [5][18] Summary by Sections AIDC Power Equipment - The AIDC power equipment sector has shown a diverse range of products, with major global players like Vertiv, Eaton, and Schneider Electric having established strong product lines and solutions [5] - Domestic companies are gaining competitive advantages in various segments, with leading firms gradually building their solution-providing capabilities [5] - The recent performance of the AIDC power equipment sector has been mixed, with notable declines in backup diesel power sources and lead-acid batteries [5][24] Grid Industry - The grid sector has seen significant investment growth, with national grid engineering investment reaching 632 billion yuan in May 2025, a year-on-year increase of 33.3% [31][32] - The bidding results for high-voltage equipment have shown a strong performance, with a total bid amount of 211.89 billion yuan in July 2025, reflecting a year-on-year increase of 38.1% [64] - The grid industry is expected to benefit from the maturation of new business models such as electricity trading and virtual power plants, with a focus on high-voltage orders and deliveries in the second half of 2025 [5][58]

Summary of Key Points Core Viewpoint - The financing balance of the ChiNext market has increased, indicating a positive trend in investor sentiment and market activity, with notable increases in specific stocks [1][2]. Financing Balance Overview - The latest financing balance for ChiNext stocks is 364.31 billion yuan, an increase of 1.88 billion yuan from the previous period, with 47 stocks seeing a financing balance growth of over 10% [1]. - The total margin trading balance for ChiNext stocks reached 365.40 billion yuan, marking a continuous increase over four trading days [1]. Stocks with Significant Financing Balance Growth - Among the 502 stocks with increased financing balances, the largest increase was seen in Xinte Electric, with a financing balance of 129.64 million yuan, reflecting an 81.86% increase [3]. - Other notable stocks with significant financing balance growth include Feilihua and Tongda Hai, with increases of 53.73% and 45.28%, respectively [3]. Market Performance of Stocks - On the day of reporting, the average performance of stocks with over 10% financing balance growth was a decline of 0.88%, with 19 stocks rising, including Changxin Bochuang, Te Fa Service, and Dongtian Micro, which saw increases of 15.07%, 10.06%, and 7.60% respectively [1][2]. - Conversely, stocks with significant declines included Guibao Pet and Xinling Electric, with drops of 11.11% and 10.48% respectively [1]. Capital Flow Analysis - On July 10, 22 stocks with increased financing balances experienced net inflows of main funds, with Tai Chen Guang, Changxin Bochuang, and Shangneng Electric leading with net inflows of 321 million yuan, 179 million yuan, and 95.40 million yuan respectively [2]. - In contrast, 25 stocks saw net outflows, with Xinte Electric, Fengshang Culture, and Dongyue Silicon Material experiencing the largest outflows of 164 million yuan, 123 million yuan, and 80.04 million yuan respectively [2]. Stocks with Decreased Financing Balance - A total of 431 stocks experienced a decrease in financing balance, with 15 stocks seeing declines of over 10%. The largest decrease was recorded by Kaile Co., with a financing balance of 10.96 million yuan, down 17.69% [4]. - Other notable declines included Huayang Intelligent and Yuanxiang New Materials, with decreases of 17.33% and 14.76% respectively [4].

Market Overview - On July 10, the Shanghai Composite Index rose by 0.48%, with the total margin balance reaching 1,873.713 billion yuan, an increase of 4.917 billion yuan compared to the previous trading day [1] - The margin balance in the Shanghai market was 944.987 billion yuan, up by 2.854 billion yuan; in the Shenzhen market, it was 922.737 billion yuan, up by 1.994 billion yuan; and in the Beijing Stock Exchange, it was 5.989 billion yuan, up by 0.069 billion yuan [1] Industry Analysis - Among the industries classified by Shenwan, 22 industries saw an increase in margin balance, with the power equipment industry leading with an increase of 1.137 billion yuan, followed by the communication and non-ferrous metals industries, which increased by 749 million yuan and 648 million yuan, respectively [1] Stock Performance - A total of 1,956 stocks experienced an increase in margin balance, accounting for 53.15% of the total, with 343 stocks seeing an increase of over 5% [1] - The stock with the largest increase in margin balance was Guoyi Bidding, with a latest margin balance of 8.3071 million yuan, reflecting a 150.03% increase from the previous trading day, and its stock price rose by 30.00% [1] - Other notable stocks with significant margin balance increases included Jin'an Guoji and Xinte Electric, with increases of 110.19% and 81.86%, respectively [1] Top Gainers and Losers - Among the top 20 stocks with the largest margin balance increases, the average increase was 0.87%, with Guoyi Bidding, Kaida Catalysts, and Lei'ao Planning leading with increases of 30.00%, 9.09%, and 5.41%, respectively [2] - Conversely, the stocks with the largest declines in margin balance included Huawi Design, with a decrease of 39.71%, followed by Hanwei Technology and Zhixin Electronics, with decreases of 31.68% and 27.91%, respectively [4][5]

Group 1: Photovoltaic Silicon Material Industry - The photovoltaic silicon material industry is expected to accelerate capacity consolidation, with the Ministry of Industry and Information Technology emphasizing the need for high-quality development in the solar industry [1] - By 2027, the industry is projected to enter a stable development phase, with significant advantages in the silicon material segment due to differences in capacity costs and financial strength among companies [1] - Key companies to watch include GCL-Poly Energy, Xinte Energy, Tongwei Co., and TBEA [1] Group 2: Solid-State Battery Industry - The solid-state battery industry is witnessing continuous advancements, with equipment from Winbond Technology successfully delivered to major domestic clients [2] - Material production is ramping up, with significant capacity in oxide electrolytes and expectations for sulfide electrolytes to achieve ton-level shipments by 2025 [2] - Companies of interest in this sector include Xiamen Tungsten, Tianqi Lithium, and others involved in the solid-state battery supply chain [2] Group 3: Offshore Wind Power Development - The central government is promoting the orderly development of offshore wind power, with a focus on enhancing the marine economy and encouraging private investment [3] - Goldwind Technology has secured over 7.7GW of international orders for 2024, with significant revenue growth reported for its international subsidiary [3] - Key players in the wind power sector include Goldwind Technology, Oriental Cable, and Dajin Heavy Industry [3] Group 4: Data Center Investment - Global data center investments are accelerating, with Amazon planning to invest AUD 20 billion (approximately USD 13.1 billion) in Australia and SK Telecom collaborating with Amazon Web Services for a significant data center project in South Korea [4] - The deployment of NVIDIA's GB300 AI systems is underway, indicating a growing demand for AI computing resources [4] - Companies to monitor in the AIDC power equipment sector include Jinpan Technology, Xinte Electric, and others [4] Group 5: Key Company Earnings Forecasts - The report provides earnings forecasts and investment ratings for several companies, with Goldwind Technology rated "Outperform" and projected to have an EPS of 1.28 in 2025 [5] - Jinpan Technology and other companies also received "Outperform" ratings, indicating positive market sentiment [5] Group 6: Industry Performance Overview - The electric power equipment sector outperformed the market in June, with a 6.68% increase compared to a 2.5% rise in the CSI 300 index [13] - The sector's PE ratio at the end of June was 30.3, reflecting a slight recovery in valuations [13] - The report highlights that the electric power equipment industry has shown strong performance across various sub-sectors, including lithium battery materials and wind power [23]

Core Viewpoint - New Special Electric (301120.SZ) reported significant growth in Q1 2025, with a notable increase in revenue and net profit compared to the previous year [1][2]. Financial Performance Summary - For Q1 2025, the company achieved operating revenue of 88.17 million yuan, representing a year-on-year increase of 19.98% [2]. - The net profit attributable to shareholders was 9.14 million yuan, showing a substantial year-on-year growth of 112.87% [1][2]. - The net profit after deducting non-recurring gains and losses was 1.70 million yuan, up 46.61% year-on-year [1][2]. - The net cash flow from operating activities was 4.69 million yuan, reflecting a year-on-year increase of 36.16% [1][2]. Previous Year Comparison - In 2024, the company reported operating revenue of 37.70 million yuan, a decline of 15.88% compared to 2023 [3][4]. - The net profit attributable to shareholders was -48.51 million yuan, a significant drop from 69.36 million yuan in the previous year [3][4]. - The net profit after excluding non-recurring items was -60.31 million yuan, compared to 57.61 million yuan in 2023 [3][4]. - The net cash flow from operating activities was 47.86 million yuan, showing a slight increase of 0.68% year-on-year [3][4]. Company Background - New Special Electric was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on April 19, 2022, with an initial public offering of 61.92 million shares at a price of 13.73 yuan per share [4]. - The total amount raised from the stock issuance was 850.16 million yuan, with a net amount of 754.69 million yuan, exceeding the original plan by 238.34 million yuan [5]. - The company announced a stock dividend of 0.8 yuan per 10 shares on May 23, 2023, with the ex-dividend date set for May 30, 2023 [5].

New Stock Listings - The new stock "同宇新材" (code: 301630) is listed at an issue price of 84 on July 10, 2025[1] - "中程退" (code: 300208) and "退市锦港" (code: 600190) have 6 trading days remaining until their last trading day[1] - "恒立退" (code: 000622) has 3 trading days remaining until its last trading day[1] Delisting and Trading Alerts - "退市九有" (code: 600462) has 2 trading days remaining until its last trading day[1] - "工智退" (code: 000584) will have its last trading day on July 10, 2025[1] - "美迪西" (code: 688202) is listed with no specific trading alerts mentioned[1] Market Volatility - "北方长龙" (code: 301357) has been flagged for severe abnormal fluctuations[1] - "浙江东日" (code: 600113) and "诺德股份" (code: 600110) have also been noted for abnormal trading activities[1] - "长春一东" (code: 600148) is included in the list of stocks with trading alerts[1]

证券代码：301120 证券简称：新特电气 公告编号：2025-045 新华都特种电气股份有限公司 股票交易异常波动公告 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。 一、股票交易异常波动的具体情况 新华都特种电气股份有限公司（以下简称"公司"）股票于 2025 年 7 月 7 日、 2025 年 7 月 8 日、2025 年 7 月 9 日连续三个交易日收盘价格涨幅偏离值累计超 过 30%，根据《深圳证券交易所交易规则》的相关规定，属于股票交易异常波动 的情况。 二、公司关注并核实情况的说明 1、公司前期披露的信息，不存在需要更正、补充之处。 2、公司未发现近期公共传媒报道可能或已经对公司股票交易价格产生较大 影响的未公开重大信息。 3、公司目前的经营情况正常，内外部经营环境未发生重大变化。 4、经核查，公司、控股股东及实际控制人不存在应披露而未披露的重大事 项或处于筹划阶段的重大事项。 5、经核查，控股股东、实际控制人在股票交易异常波动期间不存在买卖公 司股票的情形。 6、公司不存在违反公平信息披露规定的情形。 针对公司股票异常波动情况，公司董事会通过电 ...

Market Overview - The Shanghai Composite Index fell by 0.13% on July 9, with 17 out of the 28 sectors rising, led by Media and Agriculture sectors, which increased by 1.35% and 0.65% respectively [1] - The Electric Equipment sector saw a slight increase of 0.17% [1] - The sectors with the largest declines were Non-ferrous Metals and Basic Chemicals, which dropped by 2.26% and 0.85% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 38.536 billion yuan, with only three sectors experiencing net inflows: Media (1.055 billion yuan), Retail (864 million yuan), and Construction Decoration (40.34 million yuan) [1] - The Electronic sector had the largest net outflow, totaling 7.789 billion yuan, followed by Non-ferrous Metals with 5.412 billion yuan [1] Electric Equipment Sector Performance - In the Electric Equipment sector, 358 stocks were tracked, with 99 stocks rising and 252 stocks declining; 5 stocks hit the daily limit up [2] - The top net inflow stock was Ningde Times, with a net inflow of 378 million yuan, followed by Tongguan Copper Foil and Kelu Electronics with inflows of 219 million yuan and 178 million yuan respectively [2] - The sector experienced a total net outflow of 4.576 billion yuan, with 11 stocks seeing outflows exceeding 100 million yuan; the largest outflows were from Rongfa Nuclear Power, Sunshine Power, and Nord Shares, with outflows of 327 million yuan, 250 million yuan, and 226 million yuan respectively [2][3] Top Gainers in Electric Equipment Sector - The top gainers in the Electric Equipment sector included: - Ningde Times: +2.84%, turnover rate 0.75%, main capital flow 377.94 million yuan - Tongguan Copper Foil: +20.02%, turnover rate 48.19%, main capital flow 218.52 million yuan - Kelu Electronics: +10.06%, turnover rate 7.49%, main capital flow 178.39 million yuan [2] Top Losers in Electric Equipment Sector - The top losers in the Electric Equipment sector included: - Rongfa Nuclear Power: +0.42%, turnover rate 33.08%, main capital flow -327.43 million yuan - Sunshine Power: -0.57%, turnover rate 3.01%, main capital flow -249.65 million yuan - Nord Shares: -4.98%, turnover rate 14.04%, main capital flow -226.20 million yuan [3]