2月26日，特变电工盘中上涨2.02%，截至13:00，报30.83元/股，成交54.00亿元，换手率3.55%，总市值 1557.78亿元。 截至9月30日，特变电工股东户数35.41万，较上期增加10.92%；人均流通股14268股，较上期减少 9.84%。2025年1月-9月，特变电工实现营业收入729.18亿元，同比增长0.88%；归母净利润54.84亿元， 同比增长27.62%。 分红方面，特变电工A股上市后累计派现151.18亿元。近三年，累计派现65.91亿元。 机构持仓方面，截止2025年9月30日，特变电工十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1.16亿股，相比上期减少1.07亿股。华泰柏瑞沪深300ETF（510300）位居第四大流通股 东，持股8600.80万股，相比上期减少390.53万股。 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 资金流向方面，主力资金净流入 ...

电网ETF、电网设备ETF广发、电网设备ETF上涨超3%，电网设备ETF年内涨超30%，电网ETF、电网 设备ETF广发年内涨幅近30%。 | 代码 | 名称 | 涨跌幅。 | 年初至今 跟踪指数名称 | | --- | --- | --- | --- | | 561380 | 电网ETF | 3.18% | 29.79% 恒生A股电网设备 | | 159320 | 电网设备ETF广发 | 3.17% | 29.61% 恒生A股电网设备 | | 159507 | 通信ETF广发 | 3.05% | 10.23% 国证通信 | | 515050 | 通信ETF华夏 | 3.04% | 8.74% 5G通信 | | 159326 | 电网设备ETF | 3.02% | 33.60% 电网设备主题厂 | 消息面上：高盛最新报告上调2030年全球数据中心用电需求增幅，从175%上调到220%，AI投资增量正 从算力外溢至电力供应链，引发基础设施"可靠性超级周期"。 美国政府将于3月4日召集微软、Anthropic、亚马逊、Meta、谷歌等科技企业参会，签署一份关于"高耗 能数据中心电力成本承担"的承诺。特朗普已要求大 ...

每经记者|刘明涛 每经编辑|赵云 投资逻辑来看，电网建设是电力行业发展的重要基础，包括变电站和电力线路建设，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、环保的电网设备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 | | | 半日交投活跃跨境ETF一览 | | | | --- | --- | --- | --- | --- | | 代码 | 名称 | 现价 | 涨幅 (%) | 总金额(元) | | 513130 | 恒生科技ETF | 0.656 | -2.09 | 40.94亿 | | 513310 | 中韩半导体ETF | 4.131 | 4.82 | 28.98亿 | | 513090 | 香港证券ETF易方达 | 2.002 | -1.38 | 26.98亿 | | 513180 | 恒生科技指数ETF | 0.672 | -1.75 | 26.46亿 | | 159792 | 港股通互联网ETF | 0.78 | -1.76 | 19.40亿 | | 513120 | 港股创新药ETF | 1.25 | ...

Group 1 - The A-share market opened lower on February 26, with the Shanghai Composite Index down 0.15%, Shenzhen Component Index down 0.39%, and ChiNext Index down 1.29%. However, the Electric Grid Equipment ETF (159326) rose by 1.30%, with stocks like Zhongtian Technology and Hangdian Co. hitting the daily limit [1] - The Electric Grid Equipment ETF has seen continuous capital inflow for four consecutive trading days, totaling over 2.306 billion yuan, reaching a new high of 20.483 billion yuan, making it the largest electric grid ETF in the market [1] - The State Grid announced a fixed asset investment of 4 trillion yuan during the 14th Five-Year Plan, a 40% increase compared to the previous plan, with an average annual investment of 800 billion yuan. Meanwhile, the Southern Power Grid disclosed a fixed asset investment of 180 billion yuan for 2026, marking a five-year high with an average growth rate of 9.5% [1] Group 2 - The International Energy Agency's latest report indicates that global electricity demand is expected to grow at an average annual rate of over 3.5% from 2026 to 2030, which is about 50% higher than the average growth rate over the past decade. Key drivers include industrial development, electric vehicle adoption, increased air conditioning use, and rising electricity consumption by data centers [2] - The Electric Grid Equipment ETF (159326) is the only product tracking the CSI Electric Grid Equipment Theme Index, focusing on ultra-high voltage and smart grid sectors, with a 90% weight on smart grid and 67% on ultra-high voltage, leading the market. The product covers major industry players like TBEA and State Grid NARI, aligning with the growth of ultra-high voltage projects and overseas exports [2]

格隆汇2月26日｜今日电网、电力板块逆势上涨，电网设备ETF(159326)大涨2.55%，盘中获资金净申购 1.97亿份，预估净申购规模3.87亿元，近5日净流入额高达19.8亿元，绿电ETF(562550)、公用事业 ETF(159301)分别涨1.4%和0.7%。 ③高盛提出，AI时代资金正在涌向"重资产、低淘汰"（HALO）实体资产，比如电网、管道、公用事 业、交通基建及关键工业产能。 相关产品： 特高压权重高达66.28%+智能电网含量55%+可控核聚变含量14%"：电网设备ETF(159326)，权重股包括 国电南瑞（国内电网智能龙头）、特变电工（全球特高压设备核心供应商）、思源电气（电力设备研发 与制造）等。该ETF最新规模突破200亿，近20日净流入额高达47.59亿元。 电力转型全链条：绿电ETF(562550)，核心权重股：长江电力（国内最大水电运营商）、三峡能源（国 内最大的新能源运营商）。 MACD金叉信号形成，这些股涨势不错！ 消息面上： ①高盛最新报告上调2030年全球数据中心用电需求增幅，从175%上调到220%，AI投资增量正从算力外 溢至电力供应链，引发基础设施"可靠性超级周 ...

2026 年 02 月 26 日 双融日报 --鑫融讯 分析师：万蓉 S1050511020001 wanrong@cfsc.com.cn 市场情绪：85 分（过热） 相关研究 ▌ 华鑫市场情绪温度指标：（过热） 华鑫市场情绪温度指标显示，昨日市场情绪综合评分为 85 分，市场情绪处于"过热"。历史市场情绪趋势变化可参 考图表 1 ▌ 热点主题追踪 今日热点主题：机器人、电网设备、化工 1、机器人主题：2026 年春晚堪称机器人"含量"最高的一 届，标志着中国机器人行业正从"炫技"加速迈向"商 用"。舞台上，宇树机器人完成空翻、武术等高动态集群控 制，技术全球领先。随着量产成本下降，一个规模巨大的增 量市场正加速形成。相关标的：三花智控（002050）、卧龙 电驱（600580） 2、电网设备主题：全球 AI 数据中心（AIDC）耗电量巨大， 催生了对高功率、高稳定性变压器等核心电力设备的刚性需 求。目前全球供需严重失衡，美国市场交货周期已长达 127 周。与此同时，国内"十五五"期间，国家电网 4 万亿元的 巨额投资将重点投向特高压、智能化配电网等新型电力系 统，为行业带来了明确的长期订单支撑。相关标的：中 ...

在中国，电网投资的宏伟蓝图已经率先展开。1月15日，国家电网正式宣布，"十五五"期间（2026— 2030年）固定资产投资总额将达4万亿元，较"十四五"时期增长40%，年均投资规模达8000亿元。紧随 其后，1月19日，南方电网也披露2026年固定资产投资安排1800亿元，连续五年创下新高，年均增速达 9.5%，如未来几年按此增速，南方电网未来5年预计总固定资产投资或将在1万亿元左右。 海外市场方面，当前人工智能快速迭代、数据中心大规模建设，引发巨量电力需求。以欧美为代表的发 达经济体，正面临电网基础设施严重老化的问题。去年以来，全球掀起中国变压器抢购潮，我国大量变 压器工厂已经处于满产状态。 智通财经2月25日讯（记者 肖良华）2月25日，四连板汉缆股份(002498.SZ)发布业绩快报，2025年度公 司增收不增利。此外，据公司去年上半年数据，公司海外市场份额极低，在全球缺电，中国变压器等电 力设备大力出海的背景下，或难享出海红利。 汉缆股份发布的业绩快报显示，公司2025年实现营业总收入104.67亿元，同比增长13.04%；净利润5.92 亿元，同比下降9.59%。 公司表示，2025年公司在市场开发 ...

| : [编纂]股H股(视乎[编纂]獲行使與否而定) | 纂 项下的 编纂]數目 | [编纂 數目 : | [编纂]股日股(可于重新分配) | | --- | --- | --- | --- | | 编纂 數目 : 编纂 股H股(可予重新分配及視乎 编纂 獲行使與否 | 胸定) | | | | 最高]編纂] : 每股H股 编纂 港元,另加1.0%經紀佣金、0.0027% | 設監會交易徵費、0.00565%聯交所交易費及 | | | | 0.00015% 氧財局交易微費(須於申請時以港元繳 | 足,多繳股款可予想還) | | | | 廊值 : 每股H股人民幣1.00元 | 图景 : | | | | 獨家保應人·[編纂]·[编纂]· | 1编纂1 | | | | 加上一二十 | | | | 来源：市场资讯 来源：青瓦资本 营收破200亿、利润增54%，这家"不差钱"的公司为何选择此时冲向港股？ 2月11日，思源电气向港交所递交上市申请。消息出来后，很多人第一反应是：这家公司不是刚交出史 上最好成绩单吗？急着去港股干嘛？ 先看数字：2025年营收212亿，净利润31.6亿，同比大增54%。账上现金充裕，业务全线飘 ...

Core Viewpoint - Gude Electric Materials (301680) successfully held an online roadshow on February 24, showcasing its critical position in the new energy vehicle supply chain as a core supplier of thermal runaway protection solutions for CATL (300750) [1] Group 1: Client Relationships - Gude Electric Materials has established itself as a first-tier supplier for major global automotive manufacturers, including General Motors, Ford, Stellantis, Toyota, BMW, Geely, Li Auto, and Xpeng [1] - The company maintains long-term stable cooperation with leading enterprises in the power sector, such as Dongfang Electric (600875), Shanghai Electric (601727), Harbin Electric, China West Electric (601179), and TBEA (600089) [1] - The collaboration with clients is characterized by deep binding features, requiring strict evaluations to be included in the qualified supplier system before receiving orders [2] Group 2: Product Development and Recognition - Gude Electric Materials engages deeply in the early development of client products, customizing complete thermal runaway protection solutions based on client needs, which enhances customer stickiness [2] - The company has received multiple honors, including the "2024 Supplier Quality Excellence Award" from General Motors and the "2024 Best Service Supplier" from Geely Group, reflecting its growing brand influence and market competitiveness [2]

Group 1 - The core viewpoint of the news is that the new energy sector is experiencing significant growth, driven by government policies and market dynamics, particularly in the context of the electricity market reform and lithium prices [1][2]. Group 2 - As of February 25, 2026, the New Energy ETF (516160) rose by 2.24%, with a trading volume of 201 million yuan and a turnover rate of 2.88% [1]. - The State Council issued an implementation opinion on improving the national unified electricity market system, marking a shift towards a more systematic approach to electricity market reform [1]. - The top ten weighted stocks in the China New Energy Index include major players such as CATL, Sungrow Power, and LONGi Green Energy, reflecting the overall performance of the new energy sector [3]. Group 3 - UBS has raised its price forecasts for lithium spodumene and carbonate, indicating that the global lithium market has entered a third price supercycle, driven by the electric vehicle sector [2]. - The cost of single battery cells has decreased to $55 per kWh, nearly a 50% reduction since 2020, with manufacturing costs continuing to decline by approximately 10% annually [2]. - The upcoming Beijing Auto Show is expected to stimulate market demand as new flagship models are set to be launched, potentially leading to a rebound in new energy vehicle penetration rates [2].