分红方面，新特电气A股上市后累计派现1.01亿元。近三年，累计派现5112.71万元。 机构持仓方面，截止2025年6月30日，新特电气十大流通股东中，富国优化增强债券C（100037）位居 第九大流通股东，持股202.74万股，相比上期减少77.26万股。富国久利稳健配置混合型A（003877）退 出十大流通股东之列。 责任编辑：小浪快报 资金流向方面，主力资金净流出510.94万元，特大单买入210.79万元，占比1.64%，卖出211.64万元，占 比1.64%；大单买入1996.68万元，占比15.49%，卖出2506.77万元，占比19.45%。 新特电气今年以来股价涨68.22%，近5个交易日跌15.16%，近20日涨16.39%，近60日涨38.15%。 今年以来新特电气已经4次登上龙虎榜，最近一次登上龙虎榜为10月16日，当日龙虎榜净买入-1.07亿 元；买入总计1.45亿元 ，占总成交额比9.38%；卖出总计2.52亿元 ，占总成交额比16.31%。 资料显示，新华都特种电气股份有限公司位于北京市北京经济技术开发区融兴北三街50号，成立日期 1985年3月16日，上市日期2022年4月19日 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002546 | 新联电子 | 6.78 | 10.06% | 49.09万 | | 3.31亿 | | 300423 | 昇辉科技 | 8.04 | 6.35% | 44.94万 | | 3.56亿 | | 301668 | 吴创瑞通 | 61.00 | 5.30% | 12.29万 | | 7.19亿 | | 300932 | 三友联众 | 11.82 | 3.87% | 12.71万 | | 1.50亿 | | 920037 | 广信科技 | 89.80 | 3.18% | 1.64万 | | 1.47亿 | | 603829 | 洛凯股份 | 20.18 | 2.49% | 4.15万 | | 8282.11万 | | 301082 | 久盛电气 | 18.88 | 2.22% | 15.54万 | | 2.93亿 | | 603333 | 尚纬股份 | 8.17 | 1.87% | 14.07万 | | 1.14亿 | | ...

南财智讯10月21日电，新特电气公告，公司股东谭勇、宗丽丽、李淑芹、宗宝峰通过集中竞价及大宗交 易方式减持股份903.31万股，占剔除公司回购股份数量后总股本比例为2.43%。本次权益变动后，信息 披露义务人合计持有20429.26万股，占总股本的55.00%。本次权益变动不会导致公司控股股东或实际控 制人发生变化，不会对公司治理结构及持续经营产生影响。 ...

新华都特种电气股份有限公司 简式权益变动报告书 上市公司名称：新华都特种电气股份有限公司 股票上市地点：深圳证券交易所 股票简称：新特电气 股票代码：301120 信息披露义务人之一：谭勇 住所/通讯地址：北京市经济技术开发区融兴北三街 50 号 信息披露义务人之二：宗丽丽 住所/通讯地址：北京市经济技术开发区融兴北三街 50 号 信息披露义务人之三：李淑芹 住所/通讯地址：北京市经济技术开发区融兴北三街 50 号 信息披露义务人之四：宗宝峰 住所/通讯地址：北京市经济技术开发区融兴北三街 50 号 股权变动性质：持股比例减少（信息披露义务人通过集中竞价及大宗交易方 式减持股份） 签署日期：2025 年 10 月 21 日 - 1 - 信息披露义务人声明 一、本报告书系依据《中华人民共和国证券法》（以下简称《证券法》）、《上 市公司收购管理办法》（以下简称《收购办法》）、《公开发行证券公司信息披露内 容与格式准则第 15 号——权益变动报告书》（以下简称《准则 15 号》）及相关法 律法规及规范性文件编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其程序履行亦 不违反信息披露义务人章程或内部规则 ...

新华都特种电气股份有限公司 关于控股股东、实际控制人及其一致行动人减持公司股份 触及 5%整数倍暨披露简式权益变动报告书的提示性公告 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、宗宝峰先生保证向本公司提供的信息内容真实、准确、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公告内容与信息披露义务人提供的信息一致。 证券代码：301120 证券简称：新特电气 公告编号：2025-060 特别提示： 1、新华都特种电气股份有限公司（以下简称"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、宗宝峰先生本次权益变 动性质为持股比例减少，不触及要约收购，不会导致公司控股股东及实际控制人 发生变更，不会影响公司的治理结构和持续经营。 2、本次权益变动后，上述股东合计持有公司股份 204,292,632 股，占公司总 股本的比例为 55.00%，权益变动触及 5%的整数倍。 一、本次权益变动基本情况 公司于 2025 年 7 月 21 日披露了《关于控股股东、实际控制人及其一致行动 人减持股份的预披露公告》（公告编号：2025-046），控 ...

Core Insights - New Special Electric Co., Ltd. experienced a stock price increase of 5.37%, reaching 19.63 CNY per share, with a trading volume of 590 million CNY and a turnover rate of 14.32%, resulting in a total market capitalization of 7.291 billion CNY [1] Company Overview - New Special Electric Co., Ltd. was established on March 16, 1985, and went public on April 19, 2022. The company is located in Beijing Economic and Technological Development Zone [1] - The main business involves the research, production, and sales of various special transformers and reactors, with a core focus on frequency conversion transformers. The revenue composition is as follows: transformers 77.75%, other income 19.04%, reactors 2.34%, and others 0.87% [1] Shareholder Information - Among the top ten circulating shareholders of New Special Electric, a fund under the Fortune Fund holds a position. The Fortune Optimized Enhanced Bond C (100037) reduced its holdings by 772,600 shares in the second quarter, now holding 2.0274 million shares, which accounts for 0.93% of the circulating shares. The estimated floating profit today is approximately 202,740 CNY [2] - The Fortune Optimized Enhanced Bond C (100037) was established on June 10, 2009, with a latest scale of 553 million CNY. Year-to-date returns are 17.51%, ranking 85 out of 6235 in its category; one-year returns are 25.8%, ranking 43 out of 6000; and since inception, the return is 137.88% [2]

New Stock Offerings - The offer period for the acquisition of Shangwei New Materials (688585) is from September 29, 2025, to October 28, 2025[1] - The latest announcements for various stocks include BoRui Pharmaceutical (688166) and Nanxin Pharmaceutical (688189) on October 10, 2025[1] - Significant abnormal fluctuations were reported for Nanxin Pharmaceutical (688189) on October 10, 2025[1] Trading Alerts - A total of 30 stocks have trading alerts issued on October 20, 2025, including Anlikang (002940) and ST Baoying (002047)[1] - The trading alerts cover various sectors, indicating potential volatility in the market[1] - The latest announcements for stocks such as YD Holdings (000626) and ST Nanzhi (002305) were made on October 20, 2025[1]

Market Overview - As of October 20, the Shanghai Composite Index closed at 3863.89 points, up 24.14 points, with a gain of 0.63% [1] - The Shenzhen Component Index closed at 12813.21 points, up 124.27 points, with a gain of 0.98% [1] - The ChiNext Index closed at 2993.45 points, up 58.09 points, with a gain of 1.98% [1] Stock Performance - A total of 53 A-shares had a turnover rate exceeding 20%, with C Dao Sheng reaching over 50% [1] - C Dao Sheng's closing price was 25.96 yuan, with a turnover rate of 57.83% and a decline of 12.53% [1] - Matrix Co. closed at 26.65 yuan, with a turnover rate of 43.42% and an increase of 2.38% [1] - Yunhan Chip City closed at 164.31 yuan, with a turnover rate of 39.89% and a decrease of 1.02% [1] - Other notable stocks include: - Haichuang Ruitong: 54.38 yuan, 37.40% turnover, 0.15% increase [1] - Jianfa Zhixin: 29.30 yuan, 36.97% turnover, 4.46% increase [1] - Feiwo Technology: 45.78 yuan, 34.92% turnover, 20.00% increase [1] Additional Notable Stocks - Chuling Information: 25.98 yuan, 33.92% turnover, 12.42% increase [1] - Changjiang Nengke: 17.56 yuan, 32.65% turnover, 5.03% decrease [1] - Huifeng Diamond: 39.32 yuan, 32.03% turnover, 29.98% increase [1] - Lanfeng Biochemical: 8.05 yuan, 31.49% turnover, 4.62% decrease [1] - Shandong Molong: 7.04 yuan, 30.78% turnover, 3.83% increase [1]

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2025-10-20 | 301120 | 新特电气 | 15.00 | 25.00 | 375.00 中信证券股份有限 | 民生证券股份有限 | | | | | | | 公司上海浦东新区 | 公司山东第二分公 | | | | | | | 东方路证券营业部 | Ta | | 2025-10-20 | 301120 | 新特电气 | 15.00 | 25.00 | 375.00 中信证券股份有限 | 民生证券股份有限 | | | | | | | 公司南京双龙大道 | 公司山东第二分公 | | | | | | | 证券营业部 | n | | 2025-10-20 | 301120 | 新特电气 | 14.28 | 15.00 | 214.20 东兴证券股份有限 | 中信证券股份有限 | | | | | | | 公司北京北四环中 | 公司北京分公司 ...

Investment Rating - The industry investment rating is "Overweight" [2][45] Core Viewpoints - As of October 16, 2025, the power equipment industry has seen a decline of 2.84% over the past two weeks, underperforming the CSI 300 index by 2.36 percentage points, ranking 26th among 31 industries [4][11] - The cumulative installed capacity of new energy storage in China is expected to reach over 180GW by 2027 and 300GW by 2030, with the industry chain and supply chain output value projected to reach 2-3 trillion yuan by 2030 [34][39] - The global energy storage market is anticipated to maintain strong growth, with a cumulative installed capacity of approximately 730GW/1950GWh by the end of 2030 [34][39] Summary by Sections Market Review - The power equipment sector has increased by 39.62% year-to-date, outperforming the CSI 300 index by 22.25 percentage points, ranking 4th among 31 industries [4][11] - The wind power equipment sector increased by 0.07%, the photovoltaic equipment sector by 1.14%, and the grid equipment sector by 5.76% in the last two weeks [16][17] Valuation and Industry Data - As of October 16, 2025, the price-to-earnings (PE) ratio for the power equipment sector is 34.67 times, with sub-sectors showing varying PE ratios: electric motors at 62.87 times, photovoltaic equipment at 26.89 times, and battery sector at 35.51 times [22][23] Industry News - In the first nine months of 2025, China's new energy storage overseas orders totaled 214.7GWh, a year-on-year increase of 131.75%, with over 30GWh in September alone [34][39] - The National Energy Administration has emphasized the importance of user-side network security management to prevent power outages caused by user-side issues [34][35] Company Announcements - Several companies reported significant changes in net profit for the first three quarters of 2025, with notable increases for companies like Jinko Technology and Tongda Co., while others like Shida Shenghua reported substantial losses [36][37] Weekly Perspective on Power Equipment Sector - The report suggests focusing on leading storage companies benefiting from the booming storage industry, emphasizing technological and scale advantages [39][40]