◎本报记者李均 近日，在长三角地区的江苏亚威变压器有限公司，国内首台345千伏级全绝缘超高压大容量变压器下 线，发往美国市场。据介绍，去年4月，这家企业凭借优越技术方案、过硬品控能力及显著交付优势， 在国际竞标中脱颖而出，拿下美国一家电力企业的三台特种变压器订单。该订单产品需同时满足大容 量、超高压、全绝缘等要求，此前国内制造企业尚未涉足该领域，无经验可循。在获得订单后，这家企 业立即组建专项设计研发小组，从电磁计算、结构布置等方面进行科学论证，筛选出最好的设计方案。 研发团队还运用最新款模拟仿真验证软件，对全物理过程进行模拟验证，最终一次性通过客户评 生产线全线满产，订单量充足；新增产能加速落地，工人们各司其职赶工交付……近日，科技日报记者 从广东、江苏、河北、山东等地部分电力设备制造企业了解到，当前，随着全球算力建设迎来爆发式增 长以及能源工程的加速推进，面向数据中心、算力中心的订单大多已排至2027年，海外订单更是呈井喷 式增长，企业正加快生产步伐。中国电力设备制造产业凭借核心技术突破和全产业链布局的硬核优势， 已形成"特高压技术引领、智能运维升级、绿色低碳转型、全球市场拓展"的立体格局，牢牢占据全球市 ...

今年以来保变电气已经3次登上龙虎榜，最近一次登上龙虎榜为2月2日，当日龙虎榜净买入4.36亿元； 买入总计6.11亿元 ，占总成交额比33.39%；卖出总计1.75亿元 ，占总成交额比9.58%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 资料显示，保定天威保变电气股份有限公司位于河北省保定市天威西路2222号，成立日期1999年9月28 日，上市日期2001年2月28日，公司主营业务涉及变压器、互感器、电抗器等输变电设备及辅助设备、 零部件的制造与销售。主营业务收入构成为：输变电产品99.30%，材料销售0.42%，其他0.28%。 2月27日，保变电气盘中下跌2.08%，截至09:49，报17.40元/股，成交6.09亿元，换手率1.87%，总市值 320.43亿元。 分红方面，保变电气A股上市后累计派现6.75亿元。近三年，累计派现0.00元。 资金流向方面，主力资金净流出2205.15万元，特大单买入1845.21万元， ...

Group 1 - The A-share market saw all three major indices rise collectively, with the power grid equipment sector showing strong performance, recovering quickly after an early drop and turning positive in the afternoon [1] - The largest power grid equipment ETF (159326) recorded a slight increase of 0.05% with a trading volume of 1.362 billion yuan, and several stocks within the ETF, such as Han Cable and Dongcai Technology, reached their daily limit [1] - The ETF has attracted over 13.1 billion yuan in net inflows this year, reaching a new high of 19.287 billion yuan, making it the largest power grid ETF in the market [1] Group 2 - The ETF tracks the CSI Power Grid Equipment Theme Index and has over 78% exposure to the power grid equipment sector, making it the purest power grid index in the market [2] - The index's constituent stocks are primarily distributed across power transmission and transformation equipment, grid automation equipment, cable components, and distribution equipment, with a high representation of smart grid (90% weight) and ultra-high voltage (67% weight) [2] Group 3 - The explosion of AI computing power has led to increased electricity demand in global data centers, with high-performance transformers being crucial for energy conversion [1] - Reports indicate that transformer factories in regions like Guangdong and Jiangsu are operating at full capacity, with some orders for data center-related transformers extending to 2027 [1] - Guojin Securities predicts a 30% supply gap for power transformers in the U.S. by 2025, with supply-demand mismatches expected to continue until 2030, benefiting export leaders with channel advantages and rapid delivery capabilities [1]

全市场最"纯"——电网设备ETF（159326）：是全市场唯一跟踪中证电网设备主题指数的ETF，申万二 级行业中电网设备含量超78%，为全市场最纯的电网指数，从申万三级行业分类上看，指数成分股的行 业分布以输变电设备、电网自动化设备、线缆部件及其他、通信线缆及配套、配电设备为主，拥有较强 的代表性。智能电网权重占比高达90%，特高压权重占比高达67%，均为全市场最高。 （文章来源：每日经济新闻） 国内电网投资加码与全球AI算力爆发形成共振，持续催生电网设备强需求，板块迎来结构性加速发展 期。国家电网"十五五"固定资产投资规划达4万亿元，较"十四五"增长40%，创历史新高，与此同时， 全球AI算力建设进入爆发期，数据中心用电需求激增，高性能变压器"一器难求"，我国广东、江苏等地 变压器工厂持续满产，部分数据中心相关订单已排至2027年。 东莞证券认为，当前我国智能电网、西电东送、城乡电网改造等重要项目都需要大量的电网设备，并提 出了新的要求，高效、节能、环保的变压器将成为未来市场的主流，电源电网的转型升级为我国的电网 设备制造业创造了巨大的发展机遇。 2月25日，A股三大指数继续反弹，电网设备板块早盘触底后震荡 ...

涨价-石油：准油股份、洲际油气 涨价-MLCC：风华高科 涨价-白银：湖南白银 涨价-玻璃纤维：山东玻纤 涨价-钛白粉：金浦钛业 磷化工：澄星股份 伊朗资源：金瑞矿业、金牛化工 金刚石散热：黄河旋风、四方达 电力电网：汉缆股份、保变电气 军工：亚星锚链 英伟达将于北京时间2月26日周四凌晨发布2026财年第四季度（截至1月）财报。 Ak 涨价-石油：准油股份、洲际油气 涨价-MLCC：风华高科 涨价-白银：湖南白银 涨价-玻璃纤维：山东玻纤 涨价-钛白粉：金浦钛业 磷化工：澄星股份 伊朗资源：金瑞矿业、金牛化工 金刚石散热：黄河旋风、四方达 电力电网：汉缆股份、保变电气 军工：亚星锚链 英伟达将于北京时间2月26日周四凌晨发布2026财年第四季度（截至1月）财报。 Akash Systems宣布，已向印度主权云服务商NxtGenAI Pvt Ltd交付全球首批搭载 Diamond Cooling技术的英伟达GPU 服务器。 这批服务器基于NVIDIAH200平台，是全球首次将"金刚石导热技术"正式部署于商用AI服务器体系，标志着金刚石 散热技术从实验室走向产业化应用。 英伟达概念：中际旭创、新易盛、英维克、胜 ...

Group 1 - The A-share market opened with gains on February 25, with the electric grid equipment sector experiencing a pullback, as evidenced by the electric grid equipment ETF (159326) declining by 0.21% and achieving a transaction volume of 1.47 billion yuan [1] - The electric grid equipment ETF has seen a net inflow of over 12.47 billion yuan in the last three days and a total net inflow exceeding 131 billion yuan this year, reaching a record high of 192.87 billion yuan, making it the largest electric grid ETF in the market [1] - The supply gap for North American power transformers is projected to reach 30%, with a 6% gap for distribution transformers, leading to an import dependency of 80% and 50% respectively [1] Group 2 - The electric grid equipment ETF (159326) is the only ETF tracking the China Securities Electric Grid Equipment Theme Index, with over 78% of its holdings in the electric grid equipment sector, making it the purest electric grid index in the market [2] - The index's component stocks are primarily distributed across power transmission and transformation equipment, grid automation equipment, cable components, communication cables, and distribution equipment, with a high representation of smart grid (90%) and ultra-high voltage (67%) [2]

| 热度排名 | 人气个股 | 热度值 | 所属概念 | 热度标签 | | --- | --- | --- | --- | --- | | 1 | 协鑫集成 | 9.5 | 钙钛矿电池,HJT电池 | 9天5板 | | 2 | 风语筑 | 9.5 | Sora概念(文生视频),文化传媒概念 | 持续上榜 | | 3 | 汉缆股份 | 8.25 | 柔性直流输电, 特高压 | 3天3板 | | 4 | 华工科技 | 8.0 | 共封装光学(CPO), F5G概念 | 首板涨停 | | 5 | 利欧股份 | 6.5 | 小红书概念,快手概念 | 持续上榜 | | 6 | 风华高科 | 6.0 | 超级电容,AI眼镜 | 首板涨停 | | 7 | 华胜天成 | 5.25 | 华为鲲鹏, 智慧政务 | 持续上榜 | | 8 | 亚星锚链 | 4.5 | 国产航母,军民融合 | 2天2板 | | g | 保变电气 | 4.0 | 柔性直流输电,特高压 | 首板涨停 | | 10 | 大位科技 | 3.75 发、动即体与的调公同性、VAA和平守席的人工管组山 场博店等公共10人 工材网书次群的 | 算力租赁,云计算 | ...

光线传媒(300251.SZ)公告称，截至2026年2月23日24时，公司子公司参与的影片《飞驰人生3》累计票房收入（含服务费）约29.26亿元，超过公司最近一 个会计年度经审计的合并财务报表营业收入的50%。截至2026年2月23日，公司来源于该影片的营业收入区间约为人民币4300万元至人民币5300万元（最 终结算数据可能存在误差）。 扬子晚报网2月25日讯（记者 范晓林）今天是周三，昨天A股马年"开门红"，豫能控股（001896）、美邦股份（605033）4连板，汉缆股份（002498）3连 板。创业板指盘中一度涨超2%。沪深两市成交额2.2万亿，较上一个交易日放量2194亿。盘面上，市场热点快速轮动，全市场超4000只个股上涨。板块方 面，油气、化工、培育钻石方向领涨。近日，摩根士丹利将美国2025—2028年数据中心的累计电力缺口从44吉瓦上调至47吉瓦，这相当于9个迈阿密的总 用电量。电力出海产业链延续节前强势，电网设备股保变电气（600550）、白云电器（603861）、大连电瓷（002606）涨停，明阳电气（301291）触及 20cm涨停，足见电力、电网出海概念受到资金青睐。 A.利好精选 ...

Market Overview - A total of 93 stocks hit the daily limit up, while 42 stocks faced limit down, resulting in a limit-up rate of 69%. The market saw a significant increase in trading volume, with a total turnover of 2.2 trillion yuan, up by 219.4 billion yuan from the previous trading day [1] - The Shanghai Composite Index rose by 0.87%, the Shenzhen Component Index increased by 1.36%, and the ChiNext Index gained 0.99% [1] Sector Performance - The oil and gas, chemical, and cultivated diamond sectors led the market, while the film, AI applications, and computing power leasing sectors experienced declines [1] - The chemical sector saw a strong performance, driven by rising commodity prices during the Spring Festival, with multiple stocks hitting the limit up [3][5] Stock Analysis - The advancement rate for consecutive limit-up stocks reached 60%, but only three stocks had three or more consecutive limit-ups. The film and AI application sectors, which had performed well before the holiday, faced a downturn [3] - Notable stocks included: - YN Energy Holdings and Meibang Co., both achieving four consecutive limit-ups [4] - Hanlan Co. and Xinyuan Technology, both in the electrical equipment sector, achieved three consecutive limit-ups [4] - Xiexin Integration and Han Jian Heshan, both in the photovoltaic and chemical sectors, achieved five consecutive limit-ups over nine days [4] Key Trends - International oil prices surged due to ongoing negotiations between the U.S. and Iran regarding nuclear issues, with Brent crude oil futures stabilizing above $70 per barrel. This led to significant gains in the oil and gas transportation sector [5] - The gold price also saw a rise, with several gold-related stocks hitting the limit up, reflecting the impact of geopolitical tensions on market dynamics [5] - The storage chip industry is transitioning to a seller's market, with major companies like SK Hynix reporting low inventory levels. This has led to increased interest in semiconductor stocks, with several reaching historical highs [7] Future Outlook - The market is expected to maintain a range-bound trend, with a focus on sectors showing strong logical trends. The overall trading volume indicates limited willingness for aggressive buying from external funds [9] - The ongoing trends in the oil and gas, chemical, and semiconductor sectors are likely to continue attracting investor interest, although caution is advised regarding potential volatility in these areas [5][9]

来源：上海证券报·中国证券网 上证报中国证券网讯（记者 王文嫣）截至2月24日10时39分，万得特高压概念指数涨幅超过5%，汉缆 股份、保变电气涨停，安靠智电、通光线缆、亨通光电、杭电股份等涨幅居前。 消息面上，2月23日，国家能源局发展规划司司长任育之发表署名文章表示，2026年是"十五五"规划开 局之年，将发布实施新型能源体系和系列分领域能源规划，深入践行能源安全新战略，加快建设新型能 源体系，推进能源强国建设，为基本实现社会主义现代化取得决定性进展提供坚强能源支撑。 工程项目是规划实施的重要抓手，要强化"项目跟着规划走"。一方面，扎实推进战略性标志性重大工程 建设，安全有序推进雅下水电工程建设，布局建设"三北"风电光伏基地、西南水风光一体化基地、沿海 核电基地、海上风电基地，优化建设电力、油气等骨干通道。另一方面，加快建设一批"小而美"项目， 实施电动汽车充电网络提升工程，布局建设若干个风光氢氨醇一体化基地，建设一批光热发电工程，建 成一批零碳园区，推动热力系统绿色转型。 ...