证券日报网讯2月3日，扬电科技（301012）在互动平台回答投资者提问时表示，公司主要生产节能型非 晶变压器和硅钢变压器，各类产品的销售占比主要受市场需求的变化而变化，目前硅钢变压器的比例大 于非晶变压器。 ...

每经AI快讯，有投资者在投资者互动平台提问：公司的主要产品包括非晶合金变压器、节能型硅钢变 压器，请问这两个变压器的销量占比各有多少？未来哪个会成为主流变压器？ （文章来源：每日经济新闻） 扬电科技（301012.SZ）2月3日在投资者互动平台表示，公司主要生产节能型非晶变压器和硅钢变压 器，各类产品的销售占比主要受市场需求的变化而变化，目前硅钢变压器的比例大于非晶变压器。 ...

Core Viewpoint - Yangdian Technology stated that it will comply with the information disclosure requirements related to performance forecasts as outlined in the Shenzhen Stock Exchange's listing rules [2] Group 1 - The company confirmed its commitment to proper information disclosure in response to investor inquiries [2]

1月29日，扬电科技跌3.22%，成交额2.31亿元。两融数据显示，当日扬电科技获融资买入额2674.29万 元，融资偿还4373.27万元，融资净买入-1698.98万元。截至1月29日，扬电科技融资融券余额合计3.20 亿元。 截至9月30日，扬电科技股东户数1.67万，较上期增加2.40%；人均流通股8609股，较上期减少2.35%。 2025年1月-9月，扬电科技实现营业收入9.71亿元，同比增长8.74%；归母净利润3467.95万元，同比减少 35.30%。 分红方面，扬电科技A股上市后累计派现5084.60万元。近三年，累计派现4244.60万元。 机构持仓方面，截止2025年9月30日，扬电科技十大流通股东中，富国天惠成长混合(LOF)A/B （161005）退出十大流通股东之列。 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。 责任编辑：小浪快报 融资方面，扬电科技当日融资买入2674.29万元。当前融资余额3.19 ...

Core Viewpoint - The company, Yangdian Technology, indicated that its gross margin fluctuations are primarily influenced by changes in raw material prices, market sales competition, and product structure variations [2] Group 1 - The company's gross margin is affected by raw material price changes [2] - Market sales competition plays a significant role in the company's gross margin fluctuations [2] - Variations in product structure also impact the company's gross margin [2]

Core Viewpoint - Yangdian Technology is recognized for its advanced production technology and capabilities in amorphous transformers, being one of the early companies in China to engage in the research and production of these transformers [1] Group 1: Company Overview - The company has developed core patented technologies for the application of amorphous materials in transformers [1] - Yangdian Technology possesses high production technology and capacity for amorphous transformers [1]

5、中信证券：2025年净利润300.51亿元，同比增长38.46% 中信证券公告，2025年营业收入748.3亿元，同比增长28.75%；净利润300.51亿元，同比增长 38.46%。2025年，国内资本市场整体呈上行态势，市场交投活跃度显著提升，投资者信心增强，A股主 要指数均实现上涨。公司积极把握市场机遇，稳步做大客户市场规模，经纪、投资银行、自营业务等收 入均实现较快增长；同时，公司坚定推进国际化布局，深化跨境服务能力，叠加香港市场的良好表现， 公司境外收入实现较快增长。 1、沪深北交易所提高融资保证金比例 2026年1月14日，经中国证监会批准，沪深北交易所发布通知调整融资保证金比例，将投资者融资 买入证券时的融资保证金最低比例从80%提高至100%。2023年8月，沪深北交易所将融资保证金比例从 100%降低至80%，融资规模和交易额稳步上升。近期，融资交易明显活跃，市场流动性相对充裕，根 据法定的逆周期调节安排，适度提高融资保证金比例回归100%，有助于适当降低杠杆水平，切实保护 投资者合法权益，促进市场长期稳定健康发展。需要说明的是，此次调整仅限于新开融资合约，调整实 施前已存续的融资合约及 ...

Group 1 - Guodian NARI (600406) is a state-owned enterprise based in Nanjing, recognized as a benchmark for scientific reform among central enterprises, with a strong research and development system and significant achievements in grid technology [1] - The company has a market share of over 75% in dispatch automation systems and over 50% in UHV converter valves, with its products addressing grid stability issues caused by renewable energy generation [1] - The demand for AI computing power and electricity is driving the construction of new power systems, and the company is expanding its overseas business, exporting products like distribution transformers to multiple countries [1] Group 2 - Suyuan Electric (002028) is a comprehensive supplier of power transmission and distribution based in Shanghai, focusing on UHV and energy storage sectors, and is the largest manufacturer of high-voltage packages and coils in China [2] - The company expects 60% of its overseas revenue in 2024 to come from transformers, with overseas orders growing over 50% and a remarkable 89% growth in the first half of 2025 [2] - The surge in demand for high-voltage transmission and distribution equipment driven by AI computing centers and new energy projects presents significant growth opportunities for the company [2] Group 3 - China XD Electric (601179) is a state-owned enterprise based in Xi'an, specializing in high and ultra-high voltage transformers and power transmission and distribution equipment, capable of producing products across a voltage range of 10kV to 1000kV [3] - The company has a significant market share in UHV projects and has seen an increase in exports to Europe, with its technology reaching international advanced levels [3] - The demand for UHV technology is increasing due to the need for long-distance power transmission, and the company is well-positioned to meet both domestic and international market needs [3] Group 4 - Baobian Electric (600550) is a core supplier of UHV DC transformers based in Baoding, with a strong position in high-end transformers and a market share of 30% in UHV products [4] - The company has unique technologies that reduce material costs and has participated in major projects, exporting to over 40 countries [4] - The urgent demand for high-reliability transformers driven by AI computing centers and new energy power stations positions the company to benefit from both domestic and international projects [4] Group 5 - Jinpan Technology (688676) is a leading global manufacturer of dry-type transformers based in Haikou, focusing on wind and solar energy applications, with 98% of its products supporting renewable energy [5] - The company has a significant order backlog of 2.85 billion yuan for 2025, reflecting a substantial year-on-year growth of 180% [5] - The increasing demand for efficient dry-type transformers from AI computing centers and the proliferation of renewable energy generation presents a strong growth opportunity for the company [5] Group 6 - Mingyang Electric (301291) is a leader in offshore wind power transformers based in Zhongshan, specializing in dry-type transformers and prefabricated substations [6] - The company has developed products that meet the extreme conditions of offshore environments and is expected to achieve significant sales in North America by 2026 [6] - The growing demand for offshore wind power and the urgent need for grid upgrades in North America provide ample order support for the company [6] Group 7 - Teruid (300001) is a pioneer in outdoor box-type power equipment based in Qingdao, recognized as a champion enterprise in manufacturing [7] - The company has a complete technology system for modular prefabricated substations and has a leading market share in the new energy sector [7] - The demand for modular products from AI computing centers and the need for grid upgrades position the company to capture significant market growth [7] Group 8 - XJ Electric (000400) is a high-tech enterprise based in Xuchang, focusing on UHV and smart grid technologies, with a comprehensive industrial chain covering all aspects of power transmission and distribution [8] - The company has participated in all domestic UHV DC transmission projects and has a strong patent portfolio [8] - The growth in AI computing and electricity demand is accelerating the construction of smart grids, providing competitive advantages for the company [8] Group 9 - Sifang Co., Ltd. (601126) is based in Beijing and has a strong advantage in smart distribution networks, providing a full range of products for self-healing control and primary and secondary integration [9] - The company has implemented its products in over 30 provinces and cities, significantly improving efficiency in power distribution [9] - The demand for reliable power supply from AI computing centers and the ongoing digital transformation of distribution networks present broad development opportunities for the company [9] Group 10 - Samsung Medical (601567) is based in Ningbo and operates in both smart power distribution and medical services, covering a wide range of products in the power equipment sector [10] - The company has established manufacturing bases in multiple locations and has a marketing presence in over 70 countries [10] - The construction of AI computing centers and new energy projects requires substantial power distribution equipment, positioning the company to benefit from global demand growth [10]

Group 1 - The company, Yangdian Technology, announced that its third board meeting will be held on January 12, 2026, in Jiangsu Taizhou, focusing on the revision of certain governance systems [1] Group 2 - The article highlights the advancements in China's "plant factory" technology, which allows for rice production cycles to be reduced from 120 days to 60 days, eliminating pests and the need for pesticides [1] - The production capacity of these facilities is stated to be over 120 times that of traditional fields, with one person able to manage an entire building [1]

证券代码：301012 证券简称：扬电科技 公告编号：2026-004 江苏扬电科技股份有限公司 关于2026年1-3月日常关联交易预计的公告 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、误导性陈述或重大遗漏。 江苏扬电科技股份有限公司（以下简称"公司"）于2026年1月12日召开 第三届董事会第六次会议审议通过《关于2026年1-3月日常关联交易预计的议 案》。公司独立董事专门会议对该议案发表了同意的审查意见，该议案无需 提交公司股东大会审议。现将相关事项公告如下： 一、日常关联交易基本情况 （一）日常关联交易概述 公司与 INDUSTRIAS MECANOELECTRICAS FONTECHA YEBENES SL共同出资设 立成立子公司伊美飞变压器（江苏）有限公司（以下简称伊美飞公司），根据 伊美飞公司章程，其股东会决议事项需要须经代表伊美飞公司表决权至少三分 之二（2/3）的股东投赞成票通过方为有效。公司持有伊美飞公司51%的股权， 无法单独控制股东会的表决结果，未对其形成控制，伊美飞公司是公司的联营 子公司，公司与伊美飞公司之间的交易为关联交易。根据经营规划，公司出售 ...