Group 1 - The electric power and grid sector is experiencing a boost from policy support, with the State-owned Assets Supervision and Administration Commission emphasizing the expansion of effective investment in computing power and promoting the synergy between "computing power + electricity" to strengthen the foundation of the artificial intelligence industry [1] - The State Council issued an implementation opinion on improving the national unified electricity market system, aiming to establish a unified electricity market by 2030, with a target of approximately 70% of electricity transactions being market-based [1] - According to customs data, the total export value of transformers in China is expected to reach 64.6 billion yuan by 2025, reflecting a nearly 36% year-on-year increase, indicating a rise in the export market for grid equipment [1] - Zhongyuan Tong (301516), as a company in the electric power equipment sector, may indirectly benefit from the trend of expanded investment in the grid [1] Group 2 - Zhongyuan Tong's stock price has shown volatility over the past seven trading days, closing at 16.82 yuan on February 12, with a slight increase of 0.06% on that day and a total trading volume of 36.72 million yuan [2] - The stock has experienced a cumulative increase of 2.62% over the past five days, with a price range fluctuation of 3.28%, reaching a high of 17.05 yuan and a low of 16.51 yuan during this period [2] - The technical indicators suggest that the stock price is near the upper Bollinger Band resistance level of 17.2 yuan, with a support level around 16.16 yuan, and the MACD indicator shows a mild upward trend, although overall trading volume remains neutral [2] - The electric power equipment sector has risen by 1.65% during the same period, with Zhongyuan Tong slightly outperforming the broader market index, which saw a 0.05% increase in the Shanghai Composite Index [2]

证券代码：301516 证券简称：中远通 公告编号：2026-004 深圳市核达中远通电源技术股份有限公司 关于新增募集资金专户并签订募集资金三方监管协议的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 一、募集资金的基本情况 经中国证券监督管理委员会《关于同意深圳市核达中远通电源技术股份有限 公司首次公开发行股票注册的批复》（证监许可[2023]1533 号）同意注册，深圳 市核达中远通电源技术股份有限公司（以下简称"公司"）首次公开发行人民币 普通股（A 股）股票 70,175,439 股，每股面值人民币 1.00 元，每股发行价格为 6.87 元，募集资金总额为 48,210.53 万元，扣除发行费用 5,965.04 万元（不含增 值税）后，募集资金净额为 42,245.48 万元。 立信会计师事务所（特殊普通合伙）已于 2023 年 12 月 5 日对公司上述募集 资金到位情况进行了审验，并出具了信会师报字[2023]第 ZI10683 号《深圳市核 达中远通电源技术股份有限公司公开发行人民币普通股（A 股）验资报告》。 二、本次新增募集资金 ...

证券代码：301516 证券简称：中远通 公告编号：2026-003 深圳市核达中远通电源技术股份有限公司 关于开立现金管理专用结算账户的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 深圳市核达中远通电源技术股份有限公司（以下简称"公司"）于 2025 年 12 月 26 日召开了第三届董事会第十一次会议，审议通过了《关于使用部分暂时 闲置募集资金及自有资金进行现金管理的议案》，同意公司在不影响募集资金投 资项目建设和公司正常运营的情况下，拟使用部分暂时闲置募集资金不超过人民 币 23,000.00 万元（含本数）进行现金管理；同时，公司拟使用不超过人民币 25,000.00 万元（含本数）的自有资金进行现金管理。上述额度的使用期限自董 事会审议通过之日起 12 个月内有效，在上述额度和期限范围内资金可循环滚动 使用。具体内容详见公司于 2025 年 12 月 26 日在巨潮资讯网（www.cninfo.com.cn） 披露的《关于使用部分暂时闲置募集资金及自有资金进行现金管理的公告》（公 告编号：2025-072）。 近日，公司开立了闲置募集资金现 ...

Market Overview - The other power equipment sector experienced a decline of 0.43% on February 4, with Kehua Data leading the drop [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Stock Performance - Xizi Clean Energy (002534) saw a closing price of 18.70, with an increase of 4.59% and a trading volume of 277,800 shares, amounting to a transaction value of 514 million [1] - China Power (600482) closed at 27.77, up 1.28%, with a trading volume of 344,100 shares and a transaction value of 953 million [1] - Dongfang Electric (600875) closed at 25.99, up 1.09%, with a trading volume of 430,500 shares and a transaction value of 1.119 billion [1] - Kehua Data (002335) experienced a significant drop of 4.79%, closing at 58.86, with a trading volume of 295,600 shares [2] Capital Flow - The other power equipment sector saw a net outflow of 877 million from institutional investors, while retail investors had a net inflow of 589 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2] Individual Stock Capital Flow - Dongfang Electric (600875) had a net inflow of 21.27 million from institutional investors, but a net outflow of 17.43 million from retail investors [3] - Keda Technology (300820) experienced a net inflow of 38.32 million from institutional investors, while retail investors saw a net outflow of 51.47 million [3] - The capital flow data suggests varying levels of confidence among different investor types within the sector [3]

Core Viewpoint - The company, COSCO SHIPPING Technology Co., Ltd. (301516.SZ), projects a revenue of 900 million to 1 billion yuan for 2025, while expecting a net loss attributable to shareholders ranging from 76 million to 53 million yuan, and a net loss excluding non-recurring gains and losses between 80 million and 57 million yuan [1]. Group 1 - The company anticipates a revenue growth driven by strong market demand for its new energy power and other power products [1].

Financial Performance - The company expects a net profit in the range of -76 million to -53 million CNY for the fiscal year 2025, compared to -89.39 million CNY in the same period last year[4] - Revenue is projected to be between 90 million and 100 million CNY, showing an increase from 83.04 million CNY year-over-year[4] - The net profit attributable to shareholders is expected to be negative, indicating a decline in profitability compared to the previous year[4] - The earnings forecast indicates a challenging financial outlook for the upcoming year[3] Investment and Growth - The company has increased its investment in research and development to maintain competitiveness in the market[6] - The demand for new energy power and other power products has positively impacted overall revenue growth during the reporting period[6] Audit and Reporting - The financial data presented is preliminary and has not been audited by registered accountants, with final figures to be disclosed in the 2025 annual report[7] - The company has communicated with its auditing firm regarding the earnings forecast, and there are no discrepancies[5] - The performance forecast period is from January 1, 2025, to December 31, 2025[3] Investor Communication - The company emphasizes the importance of timely information disclosure and advises investors to be cautious[8]

Group 1 - The company, COSCO, announced the convening of its third board meeting on November 26, 2025, and the fifth extraordinary shareholders' meeting on December 18, 2025, to review the proposal for amending and processing business registration [2] - The company has completed the filing of its Articles of Association and the business registration change procedures, obtaining the registration notice from the Shenzhen Market Supervision Administration [2]

Core Viewpoint - The company, Zhongyuan Tong (301516.SZ), currently does not engage in AI applications but is committed to keeping pace with industry advancements and maintaining research and development innovation while closely monitoring related development opportunities [1]. Group 1 - The company has stated that it does not currently involve itself in AI applications [1]. - The company aims to stay aligned with industry frontiers and continuously pursue research and development innovation [1]. - The company is attentive to potential development opportunities in the industry [1].

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、基本情况 深圳市核达中远通电源技术股份有限公司（以下简称"公司"）于 2025 年 11 月 26 日召开第三届董事会第九次会议，于 2025 年 12 月 18 日召开 2025 年第 五次临时股东大会，审议通过了《关于修订<公司章程>并办理工商变更登记的 议案》。具体内容详见公司分别于 2025 年 11 月 28 日、2025 年 12 月 18 日在巨 潮资讯网（http://www.cninfo.com.cn）披露的《关于修订<公司章程>并办理工商 变更登记的公告》（公告编号：2025-059）、修订后的《深圳市核达中远通电源 技术股份有限公司章程》及《2025 年第五次临时股东大会决议公告》（公告编 号：2025-068）。 二、进展情况 证券代码：301516 证券简称：中远通 公告编号：2026-001 深圳市核达中远通电源技术股份有限公司 关于完成《公司章程》备案及工商变更登记的公告 《登记通知书》。 特此公告。 深圳市核达中远通电源技术股份有限公司 董事会 2026 年 1 月 15 日 ...

Market Overview - The other power equipment sector experienced a decline of 0.57% compared to the previous trading day, with Haibosi leading the drop [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] Stock Performance - Notable gainers in the other power equipment sector included: - Xinfeng Energy (300593) with a closing price of 31.15, up 3.83%, and a trading volume of 622,600 shares, totaling 1.893 billion yuan [1] - ST Yishite (300376) closed at 6.45, up 3.20%, with a trading volume of 346,900 shares, totaling 224 million yuan [1] - Oulu Tong (300870) closed at 232.90, up 2.68%, with a trading volume of 166,400 shares, totaling 1.540 billion yuan [1] - Decliners included: - Haidao Feitan (688411) closed at 259.79, down 5.03%, with a trading volume of 31,500 shares, totaling 818 million yuan [2] - Xizi Clean Energy (002534) closed at 17.23, down 3.20%, with a trading volume of 140,600 shares, totaling 245 million yuan [2] - ST Huaxi (002630) closed at 2.58, down 3.01%, with a trading volume of 251,200 shares, totaling 65.3 million yuan [2] Capital Flow - The other power equipment sector saw a net outflow of 800.3 million yuan from institutional investors, while retail investors experienced a net inflow of 490 million yuan [2] - The capital flow for specific stocks showed: - Oulu Tong (300870) had a net inflow of 13.5 million yuan from institutional investors, but a net outflow of 139 million yuan from retail investors [3] - Xinfeng Energy (300593) had a net inflow of 54.67 million yuan from institutional investors, with a net outflow of 112 million yuan from retail investors [3] - Keda (002518) had a net inflow of 23.04 million yuan from institutional investors, but a net outflow of 26.74 million yuan from retail investors [3]