佳力图今年以来股价涨3.90%，近5个交易日跌1.96%，近20日跌3.95%，近60日跌19.17%。 今年以来佳力图已经3次登上龙虎榜，最近一次登上龙虎榜为5月9日。 资料显示，南京佳力图机房环境技术股份有限公司位于江苏省南京市江宁经济技术开发区苏源大道88 号，成立日期2003年8月26日，上市日期2017年11月1日，公司主营业务涉及数据中心机房等精密环境控 制领域提供控温、节能等设备以及相关技术服务。主营业务收入构成为：精密空调66.60%，机房环境 一体化产品25.26%，代维服务6.52%，其他(补充)1.62%。 佳力图所属申万行业为：机械设备-通用设备-制冷空调设备。所属概念板块包括：液冷概念、数字能 源、专精特新、华为概念、阿里概念等。 截至9月30日，佳力图股东户数4.49万，较上期减少9.74%；人均流通股12064股，较上期增加10.79%。 2025年1月-9月，佳力图实现营业收入4.83亿元，同比增长6.32%；归母净利润-4373.72万元，同比减少 458.34%。 资金流向方面，主力资金净流入90.72万元，大单买入359.01万元，占比20.88%，卖出268.29万元， ...

资料显示，中冶美利云产业投资股份有限公司位于宁夏回族自治区中卫市工业园区凤云路以北美利云誉 成云创中卫数据中心，成立日期1998年5月28日，上市日期1998年6月9日，公司主营业务涉及数据中心 业务,光伏业务,造纸业务。主营业务收入构成为：云业务92.68%，光伏发电5.92%，彩色纸1.23%，其他 (补充)0.17%。 美利云所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：数字能源、融资融券、华为 概念、光伏玻璃、大数据等。 截至9月30日，美利云股东户数8.34万，较上期减少10.13%；人均流通股8331股，较上期增加11.27%。 2025年1月-9月，美利云实现营业收入2.71亿元，同比减少63.03%；归母净利润3234.28万元，同比增长 425.35%。 11月24日，美利云盘中上涨2.06%，截至10:47，报11.89元/股，成交7360.35万元，换手率0.90%，总市 值82.67亿元。 资金流向方面，主力资金净流入332.80万元，特大单买入892.52万元，占比12.13%，卖出869.40万元， 占比11.81%；大单买入1011.42万元，占比13.74% ...

内容概况：中国数字能源行业正处于快速扩张与技术深化的关键阶段。2024年，中国数字能源行业市场规模约为934亿元，同比增长13.21%。随着AI、物联 网、区块链等数字技术深度融合，智能电网、虚拟电厂、数字孪生技术广泛应用，提升能源生产、传输、消费全链条效率。未来，随着碳金融创新、国际合 作深化及新兴场景（如零碳园区）拓展，数字能源将向更智能、绿色、融合方向演进，支撑"双碳"目标实现与能源安全战略，成为全球能源转型的核心引 擎。 相关上市企业：宁德时代（300750）、阳光电源（300274）、比亚迪（002594）、亿纬锂能（300014） 相关企业：隆基绿能科技股份有限公司、天合光能股份有限公司、晶澳太阳能有限公司、晶科能源控股有限公司、新疆金风科技股份有限公司、明阳智慧能 源集团股份公司、大唐国际发电股份有限公司、华能国际电力股份有限公司、宁德时代新能源科技股份有限公司、比亚迪股份有限公司、华为技术有限公 司、中国联合网络通信集团有限公司、杭州海兴电力科技股份有限公司、威胜集团有限公司、国家电网有限公司、国电南瑞科技股份有限公司 关键词：数字能源、数字能源市场规模、数字能源行业现状、数字能源发展趋势 一 ...

责任编辑：小浪快报 佳力图今年以来股价涨1.71%，近5个交易日跌2.91%，近20日跌6.08%，近60日跌19.26%。 今年以来佳力图已经3次登上龙虎榜，最近一次登上龙虎榜为5月9日。 资料显示，南京佳力图机房环境技术股份有限公司位于江苏省南京市江宁经济技术开发区苏源大道88 号，成立日期2003年8月26日，上市日期2017年11月1日，公司主营业务涉及数据中心机房等精密环境控 制领域提供控温、节能等设备以及相关技术服务。主营业务收入构成为：精密空调66.60%，机房环境 一体化产品25.26%，代维服务6.52%，其他(补充)1.62%。 佳力图所属申万行业为：机械设备-通用设备-制冷空调设备。所属概念板块包括：数字能源、液冷概 念、华为概念、专精特新、阿里概念等。 截至9月30日，佳力图股东户数4.49万，较上期减少9.74%；人均流通股12064股，较上期增加10.79%。 2025年1月-9月，佳力图实现营业收入4.83亿元，同比增长6.32%；归母净利润-4373.72万元，同比减少 458.34%。 分红方面，佳力图A股上市后累计派现3.80亿元。近三年，累计派现1.25亿元。 11月21 ...

Core Insights - The company reported a revenue of 8.188 billion yuan for the first three quarters of 2025, a year-on-year increase of 6.34%, but the net profit attributable to shareholders decreased by 23.86% to 420 million yuan [1] - The gross profit margin for the first three quarters was 21.98%, down 1.73 percentage points year-on-year, primarily due to tariff policies and intensified industry competition [4] - The company is expanding into new business areas, including digital energy and smart automotive sectors, which are expected to contribute to revenue growth in the future [3] Revenue and Profitability - In Q3 2025, the company achieved a revenue of 2.685 billion yuan, a slight increase of 0.05% year-on-year, while the net profit attributable to shareholders fell by 44.69% to 90 million yuan [1] - The company’s non-recurring net profit for Q3 was 86 million yuan, down 48.41% year-on-year [1] - The increase in the expense ratio to 16.18% in the first three quarters, up 1.27 percentage points year-on-year, was attributed to slower revenue growth and increased stock incentive costs [4] Business Development - The company’s core business remains stable with high visibility in orders, particularly in the tools and home appliance sectors, where partnerships with major clients are expanding [2] - The digital energy segment is in a critical market expansion phase, with significant growth expected in Europe and Asia-Pacific [3] - The smart automotive sector is gaining traction, with products like charging stations and laser radar motors being certified by leading automotive manufacturers [3] Investment Outlook - Due to the impact of tariffs and competitive pressures, the company has adjusted its revenue forecasts for 2025-2027, with expected revenues of 11.05 billion, 12.72 billion, and 14.92 billion yuan respectively [5] - The earnings per share estimates have also been revised down to 0.46, 0.59, and 0.81 yuan for the same period [5] - Despite the challenges, the company maintains a "buy" rating based on the strong fundamentals of its core business and the growth potential of its innovative segments [5]

Group 1 - The core viewpoint of the article highlights the supply crisis in the energy storage PCS (Power Conversion System) market, driven by increased demand and supply chain challenges [3][7][9] - The delivery cycle for large PCS units (≥3.45 MW) has extended from 45 days to 75 days, resulting in a price increase of approximately 10%-15% for domestic and international large-scale PCS [7][9] - Major companies like Sungrow, Huawei Digital Energy, and Nari Technology are operating at over 90% capacity utilization, while smaller firms face significant delays due to IGBT module shortages [3][7] Group 2 - In response to the supply challenges, Inovance Technology has launched a 50GW energy storage PCS production base in Xi'an, which is expected to become a leading facility globally [9][11] - The Xi'an facility has a total investment of around 1 billion yuan and aims for an annual revenue of 8 billion yuan upon reaching full capacity [11] - Inovance Technology is also focusing on product innovation, planning to release new high-power PCS inverters and has secured significant contracts, including a 1.2GW project in Australia [11]

新浪财经上市公司研究院|财报鹰眼预警 根据招股书，2025年公司员工为2576人，在人员素质结构中，硕士为816人，占比为31.68%；本科为 1623人，占比为63.00%；大专为118人，占比为4.58%；中专及以下为19人，占比为0.74%；在人员专业 结构中，销售人员为113人，占比为4.39%；技术人员为1806人，占比为70.11%；研发人员为183人，占 比为7.10%。 2024年，公司在人均创收上，为241.27万元；在人均创利上，为22.76万元。 南网数字主营业务为：公司主营业务按照业务类别可以分为电网数字化、企业数字化、数字基础设施及 其他业务。 声明：本报告数据由第三方数据服务商提供，基于新浪财经上市公司研究院鹰眼预警系统自动生成。文 章内容仅供参考，不构成任何投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及 完整性进行分辨或核验，具体以公司公告为准。因此本报告内容可能出现不准确、不完整、误导性的内 容或信息，我们不对本报告内容在真实性、准确性及完整性等方面作出任何形式的确认或担保。任何仅 依照本报告全部或者部分内容而做出的决定及因此造成的后果由行为人自行负责。如有疑 ...

资料显示，上海城地香江数据科技股份有限公司位于上海市长宁区临虹路289号A座7层，成立日期1997 年4月26日，上市日期2016年10月10日，公司主营业务涉及桩基、基坑围护及岩土领域相关设计等地基 与基础工程服务,IDC相关设备和解决方案、IDC系统集成以及IDC运营管理和增值服务业务。主营业务 收入构成为：IDC业务100.03%。 城地香江所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：算力概念、液冷概念、数 字能源、腾讯概念、边缘计算等。 城地香江今年以来股价跌8.04%，近5个交易日跌4.56%，近20日跌4.87%，近60日跌18.71%。 今年以来城地香江已经3次登上龙虎榜，最近一次登上龙虎榜为3月10日，当日龙虎榜净买入-7181.43万 元；买入总计2.01亿元 ，占总成交额比5.87%；卖出总计2.73亿元 ，占总成交额比7.97%。 11月14日，城地香江盘中下跌2.01%，截至14:27，报14.64元/股，成交1.00亿元，换手率1.14%，总市值 88.14亿元。 资金流向方面，主力资金净流出1998.30万元，特大单买入223.81万元，占比2.23%，卖出9 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [6]. Core Views - The company reported Q3 2025 results that met expectations, with revenue of 3.89 billion yuan, a year-on-year increase of 27.4%, and a net profit attributable to shareholders of 230 million yuan, up 14.5% year-on-year. The company is a leader in automotive thermal management in China and is expanding into data energy and robotics, which opens up future growth opportunities. The projected net profits for 2025-2027 are 960 million yuan, 1.48 billion yuan, and 1.86 billion yuan, with corresponding P/E ratios of 29.2x, 19.0x, and 15.2x [2][10]. Summary by Sections Financial Performance - In Q3 2025, the company achieved revenue of approximately 3.89 billion yuan, a year-on-year increase of 27.4% and a quarter-on-quarter increase of 3.7%. The growth in revenue is attributed to the recovery in the commercial vehicle sector and increased sales from certain passenger vehicle clients. The net profit for Q3 2025 was 230 million yuan, a year-on-year increase of 14.5% and a quarter-on-quarter increase of 0.7%. The net profit margin was 5.9%, down 0.7 percentage points year-on-year and 0.2 percentage points quarter-on-quarter. The gross margin for Q3 2025 was 19.4%, down 0.9 percentage points year-on-year but up 0.6 percentage points quarter-on-quarter [2][10]. Business Segments - The digital energy business is rapidly expanding, with revenue of 690 million yuan in the first half of 2025, a year-on-year increase of 58.9%. The company has developed a range of liquid cooling products for data centers and is also expanding into energy storage and ultra-fast charging for new energy heavy trucks. In the robotics sector, the company is actively developing humanoid robots and has established a joint venture to focus on dexterous hands [10]. Future Outlook - The company is positioned as a leader in automotive thermal management and is venturing into new areas such as data energy and robotics. The projected net profits for 2025-2027 are 960 million yuan, 1.48 billion yuan, and 1.86 billion yuan, with corresponding P/E ratios of 29.2x, 19.0x, and 15.2x, indicating strong growth potential [2][10].

Group 1: Business Strategy and Focus Areas - The company aims to follow national industrial development policies and align with current market demands, focusing on "smart city and smart healthcare construction, operation, and service" as its strategic positioning [1] - The company is concentrating on three main business sectors: smart cities and cloud platforms, smart healthcare and big health, and green dual carbon and digital energy [2] - The strategy includes building an "AI + industry" product matrix and enhancing technical capabilities in AI, IoT, and digital twins to create differentiated advantages in professional fields [2] Group 2: Financial Performance - For the first three quarters of 2025, the company achieved operating revenue of 30,401.85 million yuan, a decrease compared to the same period in 2024 [2] - The net profit attributable to shareholders for the same period was 24.77%, indicating a turnaround from losses in the previous year [2] - The net cash flow from operating activities improved significantly, narrowing from -116 million yuan in the previous year to -34 million yuan, reflecting a 71.09% improvement [2]