其中，平启科技拟通过集中竞价、大宗交易方式减持不超过4,161,700股，占公司总股本的0.91%； 高淑丽拟通过集中竞价、大宗交易方式减持不超过838,300股，占公司总股本的0.18%。减持期间为2026 年2月13日至2026年5月12日，减持价格按照减持实施时的市场价格确定。 若按上一交易日公司收盘价32.31元计算，平启科技及高淑丽拟减持套现合计约161,550,000元。 中国经济网北京1月22日讯 禾望电气（603063.SH）昨日晚间披露《关于控股股东及其一致行动人 减持股份计划公告》。 根据公告，控股股东深圳市平启科技有限公司（以下简称"平启科技"）及其一致行动人高淑丽拟合 计减持不超过5,000,000股，合计减持比例不超过公司总股本的1.09%。 截至公告披露日，平启科技持有禾望电气股份87,019,400股，占公司当前总股本的19.00%；高淑丽 持有禾望电气股份838,300股，占公司当前总股本的0.18%。平启科技及其一致行动人高淑丽合计持有公 司股份87,857,700股，占公司当前总股本的19.18%。 平启科技由公司实际控制人、董事长韩玉100%持有，高淑丽为韩玉之配偶。 本 ...

Group 1: Shareholder Reductions - Kaleit's actual controller's concerted actor plans to reduce holdings by no more than 3% [1] - Hengshuai's actual controller Yu Guomei plans to reduce holdings by no more than 2.16% [1] - Xiangyuan New Materials' shareholders Hubei Gaotou and Liangke Gaotou plan to collectively reduce holdings by no more than 1.68% [1] - Deepwater Haina's shareholder Li Qin and its concerted actor Tibet Dayu plan to reduce holdings by no more than 1.92% [1] - Hongxing's actual controller and its concerted actors plan to reduce holdings by no more than 0.99% [1] - Dongjian Technology's director Ma Huiyang plans to reduce holdings by no more than 2.56% [1] - Xueqi Electric's shareholder Zhidao Investment plans to reduce holdings by no more than 3% [1] - Tianwang Electric's shareholders Pingqi Technology and its concerted actor Gao Shuli plan to reduce holdings by no more than 500,000 shares [1] - Xili Technology's shareholders Deqing Xili and Deqing Juyuan have completed a reduction of 1.24% [1] - Perfect World’s actual controller Chi Yufeng has cumulatively reduced 19.5426 million shares [1] - Yayi Technology's Qinyi Partnership plans to reduce holdings by no more than 0.1846% [1] - Jingrui Electric Materials' shareholder Xinyin International plans to reduce holdings by no more than 2% [1] - Chen Zhan Optoelectronics' shareholder Songbao Investment plans to reduce holdings by no more than 1% [1] Group 2: Other Notable Events - *ST Changyao expects its net assets to be negative by the end of 2025, which may lead to delisting [1] - Dongtong Tui has been delisted and removed from the stock exchange [1]

Group 1 - Dongtong Tui (formerly Dongfang Tong) officially delisted from the stock exchange on January 22, 2026, due to financial fraud, having inflated revenue by 432 million and profit by 314 million from 2019 to 2022 [1][17] - The stock price at delisting was 1.72 yuan, a decline of over 96% from its historical high of 43 yuan, affecting approximately 46,000 shareholders [1][17] - The company may transition to the "old three boards" for trading, where liquidity is low and further price declines are expected [1][12] Group 2 - ST Asia Pacific announced an expected loss of 51.46 million yuan for 2025, marking its third consecutive year of losses, with a negative net asset value of 0.318 yuan per share [4][14] - ST Changyao's stock has been below 1 yuan for 15 consecutive trading days, with a market value of 223 million yuan, facing imminent delisting risks due to financial misconduct [4][18] - ST Aowei's stock has experienced 25 consecutive trading days of declines, with a market value currently at 281 million yuan, indicating a high likelihood of delisting [6][18] Group 3 - A significant wave of share reductions occurred on January 21, with 23 companies announcing plans to reduce holdings, including 7 companies with reductions exceeding 3% of total shares [6][12] - Notable reductions include Wentai Technology planning to reduce 3739.95 million shares (3% of total shares) for an estimated amount of 1.517 billion yuan, and Jingchen Co. planning to reduce 1310 million shares (3.11% of total shares) for approximately 1.219 billion yuan [8][10] - The market is witnessing a divergence, with some stocks reaching new highs while others, particularly those at risk of delisting, continue to decline [12][14]

Summary of Key Points Core Viewpoint - On January 21, a total of 21 A-share listed companies disclosed their shareholding changes, with notable buybacks and reductions in shareholdings by various stakeholders [1][3]. Group 1: Buyback Information - Aotai Biological plans to repurchase company shares worth between 100 million to 200 million yuan [2][4]. Group 2: Shareholding Reductions - Shenzhan Optoelectronics: Shareholder Songbao Investment intends to reduce holdings by no more than 1% [2][4]. - Hengshuai Co., Ltd.: Actual controller Yu Guomei and associated parties plan to reduce holdings by no more than 2.83% [2][4]. - Weining Health: Senior management member Wang Li plans to reduce holdings by no more than 0.0128% [2][4]. - Deepwater Haina: Shareholder Li Qin and associated parties plan to reduce holdings by no more than 1.92% [2][4]. - Xiangyuan New Materials: Shareholders Hubei Gaotou and Liangke Gaotou plan to reduce holdings by no more than 1.68% [2][4]. - Hongxing Co., Ltd.: Executives Liu Genxiang and Cheng Shengxiang plan to reduce holdings by no more than 0.06% [2][4]. - Kalait: Controlling shareholders plan to reduce holdings by no more than 3% [2][4]. - Glinda: Shareholder Juhe Investment plans to reduce holdings by no more than 3% [2][4]. - Fushi Holdings: Directors and executives plan to reduce holdings by no more than 0.04% [2][4]. - Xinxinda: Shareholders plan to reduce holdings by no more than 3% [2][4]. - Dongjian Technology: Shareholder and director Ma Huiyang plans to reduce holdings by no more than 2.56% [2][4]. - Yayi Technology: Shareholder Qinyi Partnership plans to reduce holdings by no more than 0.1846% [2][4]. - Jingrui Electric Materials: Controlling shareholder Xinyin International plans to reduce holdings by no more than 2% [2][4]. - Xueqi Electric: Shareholder Zhi Dao Investment plans to reduce holdings by no more than 3% [2][4]. - Blue Arrow Electronics: Shareholder Yin Shengyu reduced holdings by 2.3995 million shares from January 16 to January 20 [2][4]. - Wentai Technology: Zhuhai Ronglin and associated parties plan to reduce holdings [2][4]. - Tianwang Electric: Controlling shareholders plan to reduce holdings by no more than 1.09% [2][4]. - Beifang Navigation: Chairman Li Haitao plans to reduce holdings by no more than 31,100 shares [2][4]. - Huada New Materials: Shareholders plan to reduce holdings by no more than 1.46% [2][4]. - Yong'an Futures: Shareholder Zhejiang Dongfang plans to reduce holdings by no more than 3% [2][4]. - Xinjie Electric: Senior management member Guo Zhiqiang plans to reduce holdings by no more than 0.41% [2][4].

（记者 张明双） 每经AI快讯，禾望电气1月21日晚间发布公告称，截至本公告披露日，深圳市禾望电气股份有限公司控 股股东深圳市平启科技有限公司及其一致行动人高淑丽女士合计持有公司股份约8786万股，占公司当前 总股本的19.18%。 每经头条（nbdtoutiao）——特朗普强要格陵兰岛，丹麦一养老基金率先清仓美债，美国资产全线下 跌！欧洲手握"金融核按钮"，双方会"鱼死网破"吗？专家解读→ 因自身资金需求，自本公告披露之日起15个交易日后的3个月内，平启科技拟通过集中竞价、大宗交易 方式减持约416万股，占公司总股本的0.91%；高淑丽女士拟通过集中竞价、大宗交易方式减持约84万 股，占公司总股本的0.18%。平启科技及其一致行动人高淑丽女士拟合计减持不超过500万股，合计减 持比例不超过公司总股本的1.09%，减持价格按照减持实施时的市场价格确定。若减持计划期间公司发 生送股、资本公积转增股本、配股等股份变更事项，相关减持股份数量将相应进行调整。 ...

证券代码：603063 证券简称：禾望电气 公告编号：2026-004 深圳市禾望电气股份有限公司 关于控股股东及其一致行动人减持股份计划公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 控股股东及其一致行动人持股的基本情况 截至本公告披露日，深圳市禾望电气股份有限公司（以下简称"公司"）控 股股东深圳市平启科技有限公司（以下简称"平启科技"）及其一致行动人高淑 丽女士合计持有公司股份 87,857,700 股，占公司当前总股本的 19.18%。其中， 平启科技持有公司股份 87,019,400 股，占公司当前总股本的 19.00%；高淑丽女 士持有公司股份 838,300 股，占公司当前总股本的 0.18%。 减持计划的主要内容 因自身资金需求，自本公告披露之日起 15 个交易日后的 3 个月内（窗口期 不减持），平启科技拟通过集中竞价、大宗交易方式减持 4,161,700 股，占公司总 股本的 0.91%；高淑丽女士拟通过集中竞价、大宗交易方式减持 838,300 股，占 公司总股本的 0.1 ...

格隆汇1月21日丨禾望电气(603063.SH)公布，因自身资金需求，自本公告披露之日起15个交易日后的3 个月内(窗口期不减持)，平启科技拟通过集中竞价、大宗交易方式减持4,161,700股，占公司总股本的 0.91%；高淑丽女士拟通过集中竞价、大宗交易方式减持838,300股，占公司总股本的0.18%。平启科技 及其一致行动人高淑丽女士拟合计减持不超过5,000,000股，合计减持比例不超过公司总股本的1.09%， 减持价格按照减持实施时的市场价格确定。 ...

格隆汇1月21日丨禾望电气(603063.SH)公布，因自身资金需求，自本公告披露之日起15个交易日后的3 个月内(窗口期不减持)，平启科技拟通过集中竞价、大宗交易方式减持4,161,700股，占公司总股本的 0.91%；高淑丽女士拟通过集中竞价、大宗交易方式减持838,300股，占公司总股本的0.18%。平启科技 及其一致行动人高淑丽女士拟合计减持不超过5,000,000股，合计减持比例不超过公司总股本的1.09%， 减持价格按照减持实施时的市场价格确定。 ...

Core Insights - The rapid development of global intelligent computing centers is leading to an explosive growth in energy consumption, with the total computing power in China expected to reach 780,000 Pfops by July 2025, ranking second in the world [2] - The expansion of computing power is causing a significant increase in energy consumption, with data center electricity usage projected to reach between 405.1 billion to 530.1 billion kilowatt-hours from 2024 to 2030, and the AIDC energy consumption expected to be 77.7 billion kilowatt-hours in 2025 [2] Energy Supply Challenges - The power supply system faces three major challenges: 1. Stability of supply: The existing power supply system struggles to adapt to the load fluctuations of intelligent computing centers, which can vary by up to 50% [2] 2. Cost control: Electricity costs account for 57% of operational expenses, significantly surpassing depreciation, rent, and labor costs [2] 3. Carbon emission management: Policies require that over 80% of the electricity for new data centers comes from renewable sources, yet 63% of data centers currently have a PUE above 1.2 [2] Energy Solutions and Innovations - To overcome power constraints, a diversified energy network comprising solar, wind, storage, and nuclear energy is necessary [2] - Dynamic adjustments in GPU frequency and task migration across data centers can enhance computing flexibility, while technologies like liquid cooling and waste heat utilization can reduce PUE and improve energy efficiency [2] Power Supply Architecture Evolution - The power supply architecture is evolving from UPS to high-voltage direct current (HVDC), Panama power systems, and solid-state transformers (SST) [3] - SST solutions can achieve system efficiencies of 98.5%, with a single power cabinet outputting 1 MW, significantly reducing space requirements and aligning with the needs of next-generation intelligent computing centers [3] - The domestic AIDC installed capacity is projected to reach 17.7 GW by 2030, with the SST market space estimated at approximately 13.27 billion yuan, and a compound annual growth rate of 64.9% from 2024 to 2030 [3] Investment Recommendations - Key companies to focus on include: 1. SST technology leaders: Sifang Co., China West Electric, Jinpan Technology, and TBEA [3] 2. 800V HVDC systems: Zhongheng Electric, Kehua Data, and Hewei Electric [3] 3. AI server power supplies: Magpow, Oulu Tong, and Aike Saibo [3] 4. Solid-state circuit breakers: Taiyong Changzheng and Liangxin Co. [3] - Additionally, potential targets include New Special Electric, New Fengguang, Shenghong Co., and companies involved in power semiconductors and upstream materials like Yunlu Co., Sanan Optoelectronics, and Innosec [3]

Core Viewpoint - The wind power equipment sector experienced a notable increase of 2.23% on January 19, with Tai Sheng Wind Energy leading the gains, reflecting positive market sentiment in the renewable energy space [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4114.0, up by 0.29%, while the Shenzhen Component Index closed at 14294.05, up by 0.09% [1]. - Tai Sheng Wind Energy saw a significant rise of 12.63%, closing at 16.23, with a trading volume of 1.76 million shares and a transaction value of 2.79 billion [1]. - Other notable performers included Pan Gu Intelligent (+5.85%), He Wang Electric (+5.51%), and Xin Qiang Lian (+4.92%) [1]. Group 2: Capital Flow - The wind power equipment sector recorded a net inflow of 1.076 billion in main funds, while retail investors experienced a net outflow of 528 million [2]. - The main funds showed a positive trend in several companies, with Jin Feng Technology receiving a net inflow of 640 million, while retail investors withdrew 1.47 billion [3]. - He Wang Electric had a net inflow of 145 million from main funds, but also saw a significant outflow from retail investors amounting to 7247.38 million [3].