以下文章来源于因湃 ，作者因湃 因湃 . 因湃官方公众账号 在基础盈利模式之上，该项目 深度融合因湃自研虚拟电厂平台，依托"云-边-端"协同架构 ，通过云端AI实时解析七省电力市场数据，动态优化市场协同策略，有效降低月度需量电费 达15%。 | | | ------------------ | IBT 因湃虚挑电厂运营平台 | | $1 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 资源概览 | | | IBT Virtual Power Plant Operation Platform STATUSTICS. | | | | 运营信息 | | ▶ 聚合规模 | | 节点资源分布 | e. 6100 | 63 / 10 % 10 小孩师 | ▶ 经营统计 | | | | MW6.6E | | | GLUT | | 图与次数 | 8与群量 | 总收益 | | | | | 00421 | | | 15 NEW | 5.1 mg | | 聚合 客量 | 接 入 用 户 | | 60471 大和编 | | | | | | | | | | 增城区 | ...

Group 1 - The State Council has issued a reply on the implementation plan for the pilot reform of market-oriented allocation of factors in certain regions, starting immediately for a duration of two years in ten pilot areas including Beijing's urban sub-center [1] - The reform aims to deepen the collaborative allocation of factors, enhance allocation efficiency, explore new allocation methods, optimize support for new industries and fields, and promote high-quality development in the service sector [1] - The outlook for future policies and domestic economic data suggests that after the central bank's easing measures in May, the policy is currently in an observation phase, with potential new easing windows anticipated due to external economic conditions [1] Group 2 - The AI computing power industry chain is expected to continue its strong performance, with solid-state batteries, energy storage, and robotics identified as high-potential sectors [1] - Overall performance in the third quarter may decline further, but the AI computing power sector is likely to maintain a favorable performance trend compared to other sectors [1] - The transition from structural bull to a comprehensive bull market is seen as crucial, although a full transition may still require more time [1]

9月16日，安孚科技盘中上涨2.05%，截至14:15，报38.90元/股，成交1.74亿元，换手率2.14%，总市值 98.08亿元。 资金流向方面，主力资金净流出1230.09万元，特大单买入431.59万元，占比2.49%，卖出1378.18万元， 占比7.94%；大单买入2783.60万元，占比16.03%，卖出3067.09万元，占比17.66%。 今年以来安孚科技已经1次登上龙虎榜，最近一次登上龙虎榜为8月26日，当日龙虎榜净买入-5609.53万 元；买入总计1.59亿元 ，占总成交额比19.94%；卖出总计2.15亿元 ，占总成交额比26.98%。 资料显示，安徽安孚电池科技股份有限公司位于安徽省合肥市蜀山区潜山路888号百利中心北塔1801， 成立日期1999年5月7日，上市日期2016年8月22日，公司主营业务涉及高性能环保锌锰电池的研发、生 产及销售。主营业务收入构成为：碱性电池83.08%，碳性电池7.88%，其他电池4.51%，其他产品 4.35%，其他(补充)0.18%。 安孚科技所属申万行业为：电力设备-电池-蓄电池及其他电池。所属概念板块包括：储能、增持回购、 锂电池、跨境电商 ...

9月16日，恒勃股份盘中上涨2.17%，截至11:07，报96.25元/股，成交1.39亿元，换手率4.92%，总市值 99.50亿元。 资金流向方面，主力资金净流入863.15万元，特大单买入252.02万元，占比1.81%，卖出236.72万元，占 比1.70%；大单买入3202.84万元，占比23.02%，卖出2355.00万元，占比16.93%。 恒勃股份今年以来股价涨268.38%，近5个交易日跌2.04%，近20日涨14.76%，近60日涨17.91%。 今年以来恒勃股份已经6次登上龙虎榜，最近一次登上龙虎榜为9月9日。 资料显示，恒勃控股股份有限公司位于浙江省台州市海昌路1500号，成立日期2005年10月18日，上市日 期2023年6月16日，公司主营业务涉及内燃机进气系统及配件的研发、生产和销售。主营业务收入构成 为：汽车进气系统及配件60.23%，摩托车进气系统及配件34.60%，通用机械进气系统及配件2.66%，其 他(补充)2.52%。 恒勃股份所属申万行业为：汽车-汽车零部件-底盘与发动机系统。所属概念板块包括：氢能源、奇瑞汽 车概念、储能、汽车零部件、新能源车等。 截至9月10日， ...

Company Overview - Shenzhen Mannesmann Technology Co., Ltd. is located in Longtian Street, Pingshan District, Shenzhen, Guangdong Province, and was established on December 1, 2014. The company went public on May 12, 2023. Its main business involves the research, design, production, and sales of high-precision slot coating nozzles, coating equipment, and coating accessories [1][2]. Financial Performance - For the first half of 2025, Mannesmann achieved operating revenue of 560 million yuan, representing a year-on-year growth of 59.93%. However, the net profit attributable to shareholders was -23.51 million yuan, a decrease of 132.66% compared to the previous period [2]. - As of June 30, 2025, the company had a total of 24,600 shareholders, an increase of 13.39% from the previous period. The average circulating shares per person decreased by 11.81% to 2,350 shares [2]. Stock Market Performance - On September 16, Mannesmann's stock price fell by 2.05%, trading at 66.33 yuan per share, with a total transaction volume of 231 million yuan and a turnover rate of 5.94%. The company's total market capitalization is 9.544 billion yuan [1]. - Year-to-date, Mannesmann's stock price has increased by 22.40%, with a decline of 3.41% over the last five trading days, a rise of 3.64% over the last 20 days, and a rise of 3.45% over the last 60 days [1]. Shareholder Structure - As of June 30, 2025, the top ten circulating shareholders included Southern CSI 1000 ETF, which held 641,500 shares, an increase of 107,100 shares from the previous period. Hong Kong Central Clearing Limited was the seventh-largest shareholder, holding 395,400 shares, a decrease of 1,227,400 shares. Huaxia CSI 1000 ETF entered as a new shareholder with 389,300 shares, while GF CSI 1000 ETF also entered as a new shareholder with 315,600 shares [3]. Business Segmentation - Mannesmann's main business revenue composition is as follows: energy systems account for 77.92%, coating applications for 20.94%, and other segments for 1.14% [1]. - The company is classified under the Shenwan industry category of electric power equipment, specifically in battery and lithium battery specialized equipment. It is associated with concepts such as solid-state batteries, hydrogen energy, CATL concepts, lithium batteries, and energy storage [1]. Dividend Distribution - Since its A-share listing, Mannesmann has distributed a total of 89.81 million yuan in dividends [3].

Company Overview - Jinkai New Energy Co., Ltd. is located in Xicheng District, Beijing, established on March 27, 1997, and listed on January 28, 1994. The company focuses on the development, investment, construction, and operation of renewable energy, primarily in photovoltaic and wind power generation [1]. Financial Performance - As of June 30, the number of shareholders for Jinkai New Energy is 61,000, a decrease of 3.98% from the previous period. The average circulating shares per person increased by 4.15% to 32,758 shares [2]. - For the first half of 2025, Jinkai New Energy reported revenue of 1.922 billion yuan, a year-on-year increase of 2.07%. However, the net profit attributable to shareholders decreased by 9.80% to 439 million yuan [2]. Stock Performance - On September 16, Jinkai New Energy's stock price fell by 2.08%, trading at 5.65 yuan per share with a total market capitalization of 11.285 billion yuan. The stock has increased by 6.56% year-to-date, but has seen a decline of 3.09% over the last five trading days [1]. - The company experienced a net outflow of 6.2587 million yuan in principal funds, with significant selling pressure observed [1]. Revenue Composition - The revenue composition of Jinkai New Energy is as follows: photovoltaic power generation accounts for 50.90%, wind power generation for 46.23%, raw material procurement for 1.20%, operation and maintenance services for 0.66%, other services for 0.62%, engineering construction services for 0.37%, and rental income for 0.02% [1]. Dividend Distribution - Since its A-share listing, Jinkai New Energy has distributed a total of 821 million yuan in dividends, with 741 million yuan distributed over the past three years [3].

Core Viewpoint - An Cai Gao Ke's stock price has experienced fluctuations, with a recent decline of 2.16% and a year-to-date increase of 21.97%, indicating volatility in the market [1]. Financial Performance - For the first half of 2025, An Cai Gao Ke reported revenue of 1.742 billion yuan, a year-on-year decrease of 30.56%, and a net profit attributable to shareholders of -215 million yuan, a significant decline of 2194.75% [2]. - The company has cumulatively distributed 748 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 48,600, up by 1.85%, while the average circulating shares per person decreased by 1.82% to 22,435 shares [2]. - Hong Kong Central Clearing Limited is the seventh-largest circulating shareholder, holding 5.3717 million shares, an increase of 831,000 shares compared to the previous period [3]. Market Activity - The stock's trading volume on September 16 was 131 million yuan, with a turnover rate of 2.18% and a total market capitalization of 5.926 billion yuan [1]. - The net outflow of main funds was 9.5868 million yuan, with significant buying and selling activity from large orders [1].

Company Overview - Shanghai Xianhui Automation Technology Co., Ltd. was established on March 28, 2007, and went public on August 11, 2020. The company specializes in the research, production, and sales of various intelligent manufacturing equipment [2] - The main business revenue composition includes: 63.35% from precision structural components for new energy power batteries, 34.90% from intelligent automation equipment for new energy vehicles, 1.02% from other sources, 0.58% from industrial manufacturing data systems, and 0.15% from intelligent automation equipment for fuel vehicles [2] - The company belongs to the Shenwan industry category of electric power equipment - battery - lithium battery special equipment, and is associated with concepts such as solid-state batteries, CATL concept, lithium batteries, energy storage, and new energy vehicles [2] Financial Performance - For the first half of 2025, the company achieved operating revenue of 1.273 billion yuan, representing a year-on-year growth of 8.59%, and a net profit attributable to the parent company of 152 million yuan, with a year-on-year increase of 17.44% [2] - Since its A-share listing, the company has distributed a total of 132 million yuan in dividends, with 102 million yuan distributed in the last three years [3] Stock Performance - As of September 16, the company's stock price decreased by 2.01% to 73.29 yuan per share, with a total market capitalization of 9.196 billion yuan [1] - Year-to-date, the stock price has increased by 94.71%, with a decline of 7.17% over the last five trading days, a rise of 24.49% over the last 20 days, and a 35.72% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on July 22, where it recorded a net purchase of 172 million yuan [1] Shareholder Information - As of June 30, 2025, the number of shareholders was 9,684, a decrease of 0.72% from the previous period, while the average circulating shares per person increased by 0.72% to 12,913 shares [2][3] - Notably, the fund "Bosera Military Industry Theme Stock A" (004698) has exited the top ten circulating shareholders list [3]

Company Overview - Changyang Technology Co., Ltd. is located in Ningbo, Zhejiang Province, established on November 16, 2010, and listed on November 6, 2019. The company specializes in the research, production, and sales of reflective films, backplane base films, optical base films, and other special functional films [1][2]. Financial Performance - As of June 30, Changyang Technology reported a revenue of 525 million yuan for the first half of 2025, a year-on-year decrease of 18.81%. The net profit attributable to the parent company was -8.55 million yuan, reflecting a significant year-on-year decline of 150.11% [2]. - The company has distributed a total of 130 million yuan in dividends since its A-share listing, with cumulative distributions of 28.32 million yuan over the past three years [3]. Stock Performance - On September 16, Changyang Technology's stock price decreased by 2.02%, trading at 22.27 yuan per share, with a total market capitalization of 6.4 billion yuan. The stock has seen a year-to-date increase of 51.50%, but a decline of 5.03% over the last five trading days [1]. - The stock has experienced significant trading activity, with a net outflow of 46.5 million yuan in principal funds on September 16, and a notable presence on the "Dragon and Tiger List" with a net buy of 160 million yuan on March 31 [1]. Shareholder Information - As of June 30, the number of shareholders for Changyang Technology was 15,000, an increase of 18.14% from the previous period. The average number of circulating shares per shareholder was 19,148, which decreased by 15.19% [2]. Industry Context - Changyang Technology operates within the electronic industry, specifically in the optical optoelectronics and panel sectors. The company is associated with concepts such as lithium batteries, solid-state batteries, photovoltaic glass, energy storage, and solar energy [2].

Core Viewpoint - The stock of Shangneng Electric has experienced fluctuations, with a recent decline of 2.01% and a total market value of 16.417 billion yuan, reflecting mixed investor sentiment and trading activity [1]. Company Overview - Shangneng Electric, established on March 30, 2012, and listed on April 10, 2020, is located in Wuxi, Jiangsu Province. The company specializes in the research, production, and sales of power electronic devices [1]. - The main revenue sources for Shangneng Electric include photovoltaic inverters (72.20%), energy storage bidirectional converters and system integration products (25.64%), power quality management products (1.19%), spare parts and technical services (0.85%), and others (0.12%) [1]. Financial Performance - For the first half of 2025, Shangneng Electric reported a revenue of 2.184 billion yuan, representing a year-on-year growth of 13.42%. The net profit attributable to shareholders was 201 million yuan, showing a year-on-year increase of 24.78% [2]. - Since its A-share listing, the company has distributed a total of 130 million yuan in dividends, with 102 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Shangneng Electric was 46,700, a decrease of 5.21% from the previous period. The average number of circulating shares per person increased by 9.86% to 5,878 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 3.2101 million shares, a decrease of 226,200 shares compared to the previous period. The photovoltaic ETF (515790) is the ninth largest shareholder with 2.4948 million shares, down by 25,900 shares [3].