"聪明钱"流向曝光！暗盘资金破解主力操盘密码>> 电网设备板块回暖，欣灵电气（301388）20cm涨停创历史新高，新风光涨超14%，长城电工 （600192）、三变科技（002112）、威腾电气跟涨。 ...

Core Insights - The A-share market saw a significant rise in charging pile concept stocks following the release of a government notice aimed at optimizing the construction of high-power charging infrastructure in China [1][2] - The notice outlines nine measures to enhance the layout and quality of charging facilities, addressing issues such as uneven development and user experience [2][4] Group 1: Industry Growth and Infrastructure Development - As of March 2025, China's charging infrastructure is projected to reach 13.749 million units, a year-on-year increase of 47.6%, with public charging facilities accounting for 3.9 million units [2] - The notice aims for over 100,000 high-power charging facilities nationwide by the end of 2027, with a focus on improving service quality and technology application [3][4] - The current public charging infrastructure includes 4.083 million public charging piles, with a 33.9% year-on-year growth [3] Group 2: Operational Management and Investment - The notice emphasizes the need for better management of high-power charging facilities, including the establishment of intelligent operation and maintenance platforms to enhance monitoring and fault handling capabilities [4][5] - It encourages long-term leasing agreements and financial support mechanisms to address challenges such as high costs and long investment recovery periods in the charging industry [4][5] Group 3: Technological Advancements and Challenges - The industry is experiencing a shift towards higher power charging technologies, with a focus on 250kW and above charging facilities, although the current utilization rates indicate room for improvement [3][6] - The integration of high-power charging facilities with the power grid is crucial, with the notice calling for research on the impact of charging loads on regional distribution systems [7] - Challenges remain in the economic viability of ultra-fast charging stations, with operators reporting low utilization rates and high equipment costs [6][7]

Market Performance - The ChiNext Index fell by 1.21%, closing at 2130.19 points, with a total trading volume of 346.51 billion yuan, a decrease of 73.94 billion yuan from the previous trading day [1] - Among the tradable ChiNext stocks, 851 stocks closed higher, with 19 stocks rising over 10%, including Baolait, Zhongchuan Hangguang, and Shanke Intelligent, while 498 stocks closed lower, with 4 stocks declining over 10% [1] Turnover Rate - The average turnover rate for the ChiNext today was 3.59%, with 50 stocks having a turnover rate exceeding 20%, and 120 stocks between 10% and 20% [1] - The stock with the highest turnover rate was Xinling Electric, which closed at a limit up with a turnover rate of 62.65% and a trading volume of 488 million yuan [1] Institutional Activity - A total of 8 high turnover ChiNext stocks appeared on the Dragon and Tiger List, with 6 stocks showing institutional presence [3] - Yihua New Material had 4 institutional special seats with a net purchase of 48.88 million yuan, while Zhongchuan Hangguang had a net purchase of 40.70 million yuan from 5 institutional special seats [3] Capital Flow - Among high turnover stocks, 25 stocks experienced net inflows of main funds, with Zhongyi Technology, Zhongchuan Hangguang, and Xinguodu seeing net inflows of 265 million yuan, 230 million yuan, and 202 million yuan respectively [4] - The stock with the highest expected net profit growth is Hanyu Pharmaceutical, with an expected net profit median of 152 million yuan, representing a year-on-year increase of 1567.36% [4]

欣灵电气（301388）今日20cm涨停，成交额4.88亿元，换手率62.65%，盘后龙虎榜数据显示，1家机构 专用席位净买入795.77万元。 ...

Market Overview - The A-share market experienced slight fluctuations, with the Shanghai Composite Index opening lower but turning positive in the afternoon, while small-cap growth stocks were relatively active [1] - The overall trading volume decreased to 1.23 trillion yuan, with more stocks rising than falling [1] Index Performance - Shanghai Composite Index: 3473.13, up 0.02% - Shenzhen Component Index: 10435.51, down 0.70% - ChiNext Index: 2130.19, down 1.21% - SSE 50 Index: 2731.53, down 0.33% - CSI 300 Index: 3965.17, down 0.43% - STAR 50 Index: 4978.29, down 0.66% - North Exchange 50 Index: 1401.92, down 0.93% [2] Sector Performance - Sectors with notable gains included power generation, real estate, and diversified finance, while sectors such as environmental monitoring, components, coal, and medical beauty saw declines [2] - Significant net inflows were observed in power equipment, public utilities, and computers, each exceeding 4 billion yuan, while sectors like electronics and pharmaceuticals experienced net outflows exceeding 2 billion yuan [2] Future Outlook - Huachuang Securities suggests maintaining patience in the short term while remaining optimistic in the medium to long term, as resource sectors related to central state-owned enterprises are currently undervalued and may see policy catalysts in the second half of the year [3] - Haitong Securities notes that recent trading sentiment has improved, leading to a "technical breakthrough" in the A-share market, although volatility may increase due to various external factors [3] Power Sector Highlights - The power sector showed strong performance, with the index reaching a new high for the year, driven by stocks like Huaguang Huaneng, which hit a 14-year high [3][5] - The energy sector, including storage, green power, and nuclear energy, saw significant gains, with multiple sub-sectors reaching historical highs [5] Weather Impact on Energy Demand - The Central Meteorological Observatory issued a yellow heat warning, with temperatures exceeding 35°C in several regions, leading to a rapid increase in electricity demand [7][8] - National Energy Administration reported a record peak electricity load of 1.465 billion kilowatts, an increase of approximately 200 million kilowatts since late June, with air conditioning usage accounting for about 90% of the load increase [8] - Guosheng Securities recommends focusing on the power sector, particularly thermal power and green energy operators with cost-reduction advantages [8]

Core Points - The Shanghai Composite Index closed at 3473.13 points, slightly above the five-day moving average, with a change of 0.02% [1] - The total trading volume of A-shares reached 1,227.067 billion yuan, indicating active market participation [1] - A total of 1,094 A-shares have surpassed the five-day moving average, with notable stocks showing significant deviation rates [1] Stock Performance Summary - The stocks with the highest deviation rates from the five-day moving average include: - Suwen Electric (300982) with a deviation rate of 15.15% and a daily increase of 20.01% [1] - Huirong Technology (300915) with a deviation rate of 14.73% and a daily increase of 20.02% [1] - Xinling Electric (301388) with a deviation rate of 12.89% and a daily increase of 20.00% [1] - Other notable stocks with significant daily increases include: - Zhongchuan Hanguang (300847) with a daily increase of 20.02% and a deviation rate of 11.78% [1] - Nanguang Technology (688248) with a daily increase of 14.72% and a deviation rate of 10.87% [1] - The stocks with lower deviation rates that just crossed the five-day moving average include: - Jizhong High-tech (600807) with a daily increase of 10.16% and a deviation rate of 7.76% [1] - Shimao Energy (605028) with a daily increase of 10.01% and a deviation rate of 7.50% [1]

Market Overview - As of July 3, the Shanghai Composite Index closed at 3461.15 points, up by 6.36 points, with a gain of 0.18% [1] - The Shenzhen Component Index closed at 10534.58 points, increasing by 121.96 points, representing a rise of 1.17% [1] - The ChiNext Index ended at 2164.09 points, up by 40.37 points, reflecting a growth of 1.90% [1] Stock Performance - A total of 118 A-shares had a turnover rate exceeding 20%, with seven stocks, including Xining Electric and Yihua New Materials, having turnover rates above 50% [1] - Notable stocks with high turnover rates include: - Xining Electric (301388) with a turnover rate of 64.19% and a closing price of 28.12 yuan, down by 5.00% [1] - Yihua New Materials (301176) with a turnover rate of 57.71% and a closing price of 32.64 yuan, up by 20.00% [1] - Good Up Good (001298) with a turnover rate of 55.09% and a closing price of 38.68 yuan, up by 10.01% [1] - Other significant stocks include Bofei Electric (001255), Zhilifang (301312), and Southern Road Machinery (603280) with turnover rates above 50% [1] Additional Stock Insights - Other stocks with notable turnover rates include: - Yuyin Co. (002177) with a turnover rate of 50.30% and a closing price of 7.43 yuan, down by 9.83% [1] - Daye Intelligent (300670) with a turnover rate of 48.51% and a closing price of 8.21 yuan, up by 4.45% [1] - Shenwei Haina (300961) with a turnover rate of 47.78% and a closing price of 23.08 yuan, up by 6.56% [1] - The data indicates a significant level of trading activity in the market, particularly among certain stocks, suggesting potential volatility and investor interest [1]

Core Viewpoint - The announcement details the share reduction plan of a major shareholder, Zhang Pengchun, at Xinling Electric Co., Ltd., including the number of shares reduced and the remaining shareholding percentage after the reduction [1]. Group 1: Share Reduction Details - Zhang Pengchun held 6,978,753 shares, representing 6.81% of the total share capital, and planned to reduce up to 1,744,688 shares (1.70% of total share capital) within three months from the announcement date [1]. - The reduction occurred in two phases: 390,700 shares were sold through centralized bidding from March 13 to March 21, 2025, at prices ranging from 25.29 to 27.06 yuan per share, and 940,000 shares were sold via block trading from May 30 to June 10, 2025, at a price of 24.95 yuan per share [1]. - The total shares reduced amounted to 1,330,700, which is 1.30% of the total share capital [1]. Group 2: Shareholding Status - After the reduction, Zhang Pengchun's shareholding decreased to 5,648,053 shares, representing 5.51% of the total share capital [1]. - The shareholding structure before and after the reduction indicates a significant decrease in the percentage of shares held by Zhang Pengchun [1]. Group 3: Compliance and Regulations - The share reduction was conducted in compliance with relevant regulations and commitments, ensuring no discrepancies with previously disclosed plans [2]. - The company confirmed that the reduction did not violate any commitments made by Zhang Pengchun regarding share transfers during his tenure as a director or senior management [2].

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。 证券代码：301388 证券简称：欣灵电气 公告编号：2025-025 欣灵电气股份有限公司 本次权益分派股权登记日为：2025年6月20日，除权除息日为：2025年6月23日。 四、权益分派对象 本次权益分派对象为：截至2025年6月20日下午深圳证券交易所收市后，在中国证券 登记结算有限责任公司深圳分公司（以下简称"中国结算深圳分公司"）登记在册的公 司全体股东。 五、权益分派方法 一、股东大会审议通过利润分配方案的情况 方案已经2025年5月15日召开的2024年年度股东会审议通过，具体内容为：以截至2024年 税），不进行资本公积金转增股本，不送红股。 2024年度公司预计派发现金红利 若在利润分配方案公告后至实施前，公司总股本由于可转债转股、股份回购、股权 激励行权、再融资新增股份上市等原因而发生变化的，将按分派总额不变的原则相应调 整分派比例。 二、本次实施的权益分派方案 公司2024年年度权益分派方案为：以公司现有总股本102,447,600股为基数，向全体 股东每10股派1.000000元人民币现 ...

证券代码：301388 证券简称：欣灵电气 公告编号：2025-026 欣灵电气股份有限公司 关于持股5%以上股东、董事及高级管理人员减持计划 期限届满暨实施情况的公告 公司持股5%以上股东、董事及高级管理人员张彭春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。 欣灵电气股份有限公司（以下简称"公司"）于2025年2月19日披露了《关于持股5% 以上股东、董事及高级管理人员减持股份预披露的公告》（公告编号：2025-002），公司 持股5%以上股东、董事及高级管理人员张彭春先生持有公司股份6,978,753股，占本公司 总股本比例6.81%。其计划自上述减持公告披露之日起十五个交易日后的3个月内以集中 竞价方式或大宗交易方式减持公司股份不超过1,744,688股（占本公司总股本比例1.70%）。 公司于2025年6月3日披露了《关于持股5%以上股东、董事及高级管理人员减持股份 触及1%整数倍的公告》（公告编号：2025-024），张彭春先生于2025年3月13日至2025年 5月30日通过集中竞价及大宗交易 ...