HANGZHOU ZHONGHENG(SZ:002364) Xin Lang Cai Jing·2026-02-12 03:38Core Viewpoint - Zhongheng Electric (SZ002364) reached its daily limit on February 12, 2026, with a price of 34.97 yuan, a 10% increase, and a total market capitalization of 19.708 billion yuan [1] Group 1: Company Performance - The company reported a year-on-year revenue growth of 32.05% and a net profit growth of 40.67% for Q3 2025, indicating strong performance in its main business [2] - The expected cash inflow of 200 million yuan from the disposal of Ningde Zhixiang shares, with a premium of 44%, is anticipated to positively impact the company's financial status [2] - The company's hedging business effectively mitigates risks from raw material price fluctuations, stabilizing operational performance [2] Group 2: Industry Context - The digital energy sector is experiencing rapid growth, supported by national policies promoting green energy and low-carbon development, aligning with the company's focus on green ICT infrastructure, low-carbon transportation, new power systems, and integrated energy services [2] - Other stocks in the power equipment sector also experienced varying degrees of increase, indicating a sector-wide momentum [2] Group 3: Market Activity - On February 5, the company was included in the "Dragon and Tiger List" with a trading volume of 1.282 billion yuan, reflecting active market interest despite net selling by institutions and foreign capital [2]