上证报中国证券网讯 8月15日午后，电力设备板块持续走强。截至13时15分，明阳电气、诺德股份、长 缆科技等多股涨停，欧陆通涨超17%，壹石通、铜冠铜箔、双一科技涨逾13%。 | 代码 | 名称 | | | 涨幅% J | | | --- | --- | --- | --- | --- | --- | | 301291 | 明阳电气 | 1 | 45.54 | 20.00 | 7.59 | | 300870 | 欧陆通 | 1 | 244.89 | 17.61 | 36.66 | | 688733 | 壹白通 | 1 | 31.67 | 13.84 | 3.85 | | 301217 | 铜冠铜箔 | 1 | 31.96 | 13.82 | 3.88 | | 300690 双一科技 | | 1 | 37.94 | 13.19 | 4.42 | | 688676 | 全盘科技 | 1 | 52.43 | 12.46 | 5.81 | | 300724 | 捷佳伟创 | 1 | 74.50 | 11.13 | 7.46 | | 600110 | 诺德股份 | 1 | 7.00 | 10.06 | 0.64 | | ...

内容概要：箱式变电站下游主要客户为国家电网下属企业，国家电网是我国配电设备主要使用企业之 一，同时也是我国智能电网和新型电力系统建设的主导者之一，对配电设备产品质量和技术含量有严格 的要求，因此，国家电网对箱式变电站的市场需求能在一定程度上反映箱式变电站市场的发展情况。国 家电网对相关产品的招标总量，受到外部宏观环境、产业政策、项目建设安排和实施进度、前期已招标 数量和产品具体需求时点等因素的影响，导致各年度相关产品的招标总量存在一定波动，受国家电网配 网物资协议库存采购安排的影响，2017年至2024年，箱式变电站招标总量存在一定的波动，但近几年总 体保持增长趋势，2024年箱式变电站招标总量达14078台/套，同比增长1.85%。 上市企业：明阳电气（301291）、特锐德（300001）、北京科锐（002350）、金盘科技（688676）、顺 钠股份（000533）、科林电气（603050）、江苏华辰（603097） 相关企业：北京昊创瑞通电气设备股份有限公司、上海置信电气非晶有限公司、宁波奥克斯智能科技股 份有限公司、河南平高通用电气有限公司、山东电工电气集团智能电气有限公司、东盟电气集团南京股 份有 ...

Group 1 - The stock price of Mingyang Electric closed at 37.95 yuan on August 14, down by 1.92 yuan, a decrease of 4.82% [1] - The trading volume on that day was 75,766 hands, with a transaction amount reaching 291 million yuan [1] - Mingyang Electric operates in the power grid equipment industry, focusing on the manufacturing of electrical machinery and equipment, with applications in power systems, industrial automation, and renewable energy [1] Group 2 - As of the announcement on August 14, the company and its consolidated subsidiaries have not experienced overdue guarantees, nor are there any lawsuits related to guarantees that could result in financial losses [1] - On August 14, the net outflow of main funds was 27.41 million yuan, accounting for 0.41% of the circulating market value [1] - Over the past five days, the cumulative net outflow of main funds reached 85.81 million yuan, representing 1.29% of the circulating market value [1]

广东明阳电气股份有限公司 关于为全资子公司提供担保的进展公告 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、担保情况概述 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：301291 证券简称：明阳电气 公告编号：2025-036 广东明阳电气股份有限公司（以下简称"公司"）于2025年4月22日召开第二届董事会第十二次会议和第 二届监事会第十二次会议、于2025年5月16日召开2024年年度股东会，审议通过了《关于2025年度为合 并报表范围内子公司提供担保额度预计的议案》，同意公司为合并报表范围内的子公司提供预计合计不 超过86,000万元的担保额度，有效期限自2024年年度股东会审议通过之日起至2025年年度股东会召开之 日止。在上述担保额度和期限内，授权公司管理层在担保额度内签署与担保相关的合同及法律文件，无 需再逐项提请公司董事会和股东会审批。具体内容详见公司在巨潮资讯网上披露的相关公告。 二、担保进展情况 （一）本次担保进展情况 1、近日，根据公司全资子公司广东博瑞天成能源技术有限公司（以下简称"博瑞天成"）的实际生产经 营需要， ...

证券日报网讯8月14日晚间，明阳电气（301291）发布公告称，截至目前，公司及合并报表范围内子公 司未发生逾期担保，不存在涉及诉讼的担保及因担保被判决败诉而应承担损失金额的情形。 ...

Group 1 - The core viewpoint of the article highlights the decline in the stock price of Mingyang Electric, which closed at 37.95 yuan, reflecting a drop of 4.82% [1] - Mingyang Electric reached a historical high of 56.78 yuan on February 21 [1] - Research analysts from Yongxing Securities published a report on February 24, indicating that the company's offshore wind and overseas business are expected to contribute to new growth points, particularly in data center operations, and they assigned a "buy" rating to the company [1]

证券代码：301291 证券简称：明阳电气 公告编号：2025-036 广东明阳电气股份有限公司 关于为全资子公司提供担保的进展公告 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、担保情况概述 广东明阳电气股份有限公司（以下简称"公司"）于 2025 年 4 月 22 日召开 第二届董事会第十二次会议和第二届监事会第十二次会议、于 2025 年 5 月 16 日召开 2024 年年度股东会，审议通过了《关于 2025 年度为合并报表范围内子公 司提供担保额度预计的议案》，同意公司为合并报表范围内的子公司提供预计合 计不超过 86,000 万元的担保额度，有效期限自 2024 年年度股东会审议通过之日 起至 2025 年年度股东会召开之日止。在上述担保额度和期限内，授权公司管理 层在担保额度内签署与担保相关的合同及法律文件，无需再逐项提请公司董事会 和股东会审批。具体内容详见公司在巨潮资讯网上披露的相关公告。 二、担保进展情况 （一）本次担保进展情况 1、被担保人名称：广东博瑞天成能源技术有限公司 1、近日，根据公司全资子公司广东博瑞天成能源技术有限公司（ ...

Investment Rating - The report suggests a positive investment outlook for the AIDC industry, driven by high growth in global capital expenditure and increasing demand for data centers [2][11][18]. Core Insights - The AIDC industry is experiencing a significant transformation towards direct current (DC), high voltage, and high density, with a projected market size of 99.6 billion yuan by 2030, reflecting a CAGR of approximately 50% from 2024 to 2030 [2][68]. - The global AI market is entering a high growth phase, with the market size expected to reach approximately $274.5 billion by 2032, growing at a CAGR of 36% [11]. - Major cloud service providers (CSPs) are significantly increasing their capital expenditures for data center infrastructure, with notable investments from companies like Alibaba and Tencent [17][22]. - The evolution of power supply systems in data centers is shifting from traditional UPS to more efficient HVDC systems, which are expected to dominate the market in the coming years [34][49]. Summary by Sections AIDC Capital Expenditure Growth - Global AIDC capital expenditure is experiencing high growth, with CSPs increasing investments in data centers, leading to a projected total installed capacity of over 100 GW by 2025 [2][18]. - The capital expenditure from domestic CSPs is expected to see explosive growth, with Alibaba's capital expenditure forecasted to increase by 239% in 2024 [17][22]. Power Supply System Evolution - The AIDC is rapidly evolving towards direct current and high voltage systems, with a significant focus on improving power supply efficiency and reducing system costs [34][49]. - The report highlights the transition from traditional UPS systems to HVDC systems, which are expected to enhance energy efficiency and reduce operational costs [49][52]. Market Opportunities - The report identifies new market opportunities in auxiliary power sources such as BBU and supercapacitors, which are becoming standard in AI server configurations [2][4]. - The global server power supply market is projected to reach 147 billion yuan by 2030, with a CAGR of approximately 42% from 2024 to 2030 [2][68]. Competitive Landscape - The competitive landscape for server power supplies is characterized by high barriers to entry, with established players like Delta Electronics and Lite-On Technology dominating the market [81]. - The report emphasizes the importance of customer relationships and technological capabilities as key competitive advantages in the server power supply sector [84][85].

部分5日、10日均线死叉个股 （文章来源：证券时报网） 证券时报·数据宝统计，截至上午收盘，上证综指3666.33点，涨跌幅为0.51%，A股总成交额为12101.40 亿元。到目前为止，今日有33只A股的5日均线主动下穿10日均线，其中ST柯利达、明阳电气、南京新 百等个股的5日均线较10日均线距离最大，分别达-1.85%、-0.57%、-0.56%。（数据宝） | | 股份 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 300051 | 琏升 | -1.84 | 2.20 | 7.60 | 7.61 | -0.13 | 7.48 | -1.66 | | | 科技 | | | | | | | | | 002846 | 英联 | -1.63 | 3.60 | 16.00 | 16.02 | -0.12 | 15.68 | -2.1 1 | | | 股份 | | | | | | | | | 60301 1 | 合锻 | -2.03 | 3.50 | 15.61 | 15.63 | -0.12 | 15.43 | ...

通过天眼查大数据分析，广东明阳电气股份有限公司共对外投资了6家企业，参与招投标项目1526次， 知识产权方面有商标信息15条，专利信息377条，此外企业还拥有行政许可59个。 金融界消息 截至2025年8月11日收盘，明阳电气（301291）报收于39.33元，下跌1.06%，换手率3.3%， 成交量5.77万手，成交金额2.26亿元。 资金流向方面，今日主力资金净流出2926.43万元，占比成交额12.93%。其中，超大单净流出294.33万 元、占成交额1.3%，大单净流出2632.10万元、占成交额11.63%，中单净流出流出466.00万元、占成交 额2.06%，小单净流入3392.42万元、占成交额14.99%。 明阳电气最新一期业绩显示，截至2025一季报，公司营业总收入13.06亿元、同比增长26.21%，归属净 利润1.12亿元，同比增长25.01%，扣非净利润1.10亿元，同比增长23.07%，流动比率1.738、速动比率 1.431、资产负债率46.35%。 天眼查商业履历信息显示，广东明阳电气股份有限公司，成立于2015年，位于中山市，是一家以从事电 气机械和器材制造业为主的企业。企业注 ...