资金流向方面，主力资金净流入1962.41万元，特大单买入2698.96万元，占比5.03%，卖出3551.95万 元，占比6.63%；大单买入1.61亿元，占比30.09%，卖出1.33亿元，占比24.84%。 2月26日，思源电气盘中上涨2.08%，截至10:03，报228.56元/股，成交5.36亿元，换手率0.39%，总市值 1787.47亿元。 分红方面，思源电气A股上市后累计派现25.09亿元。近三年，累计派现9.30亿元。 机构持仓方面，截止2025年9月30日，思源电气十大流通股东中，香港中央结算有限公司位居第一大流 通股东，持股1.65亿股，相比上期增加1045.43万股。华泰柏瑞沪深300ETF（510300）位居第六大流通 股东，持股1062.09万股，相比上期减少48.07万股。易方达沪深300ETF（510310）位居第八大流通股 东，持股766.21万股，相比上期减少24.67万股。华夏沪深300ETF（510330）位居第九大流通股东，持 股571.79万股，相比上期减少8.13万股。 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 ...

2026年2月以来，海外机构对A股市场的调研活跃度持续攀升，调研方向呈现鲜明的行业聚焦态势，重 点布局高景气赛道。相关上市公司凭借清晰的成长逻辑与坚实的业绩潜力，成为海外机构重点关注的对 象。 2月以来海外机构调研30股 据证券时报·数据宝统计，2月以来，海外机构调研30股。其中，9股获得5家及以上机构调研，奥比中 光-UW、大金重工、天顺风能获机构调研家数居前，分别达到26家、9家和8家，值得注意的是，大金重 工和天顺风能均属于风电设备细分行业。 奥比中光-UW在调研活动中透露了公司2025年业绩扭亏为盈的原因。公司表示，2025年，公司通过持续 推动研发效能提升与运营模式优化，依托各类AI端侧应用领域（包括三维扫描、机器人等）的快速发 展，预计实现归母净利润约1.23亿元，整体业务规模和盈利能力不断提升，下游多点开花，盈利状态已 明朗。 大金重工和天顺风能均提到海上风电业务布局情况。大金重工表示，日本、韩国是海外海上风电的重点 新兴市场，公司作为核心供应商正在积极参与投标。公司不仅是海上风电核心装备制造商，同时也是海 工综合服务解决方案系统提供商，已通过延长产业链，为下游客户提供包括运输、母港、安装等在内 ...

Group 1 - The A-share market saw all three major indices rise collectively, with the power grid equipment sector showing strong performance, recovering quickly after an early drop and turning positive in the afternoon [1] - The largest power grid equipment ETF (159326) recorded a slight increase of 0.05% with a trading volume of 1.362 billion yuan, and several stocks within the ETF, such as Han Cable and Dongcai Technology, reached their daily limit [1] - The ETF has attracted over 13.1 billion yuan in net inflows this year, reaching a new high of 19.287 billion yuan, making it the largest power grid ETF in the market [1] Group 2 - The ETF tracks the CSI Power Grid Equipment Theme Index and has over 78% exposure to the power grid equipment sector, making it the purest power grid index in the market [2] - The index's constituent stocks are primarily distributed across power transmission and transformation equipment, grid automation equipment, cable components, and distribution equipment, with a high representation of smart grid (90% weight) and ultra-high voltage (67% weight) [2] Group 3 - The explosion of AI computing power has led to increased electricity demand in global data centers, with high-performance transformers being crucial for energy conversion [1] - Reports indicate that transformer factories in regions like Guangdong and Jiangsu are operating at full capacity, with some orders for data center-related transformers extending to 2027 [1] - Guojin Securities predicts a 30% supply gap for power transformers in the U.S. by 2025, with supply-demand mismatches expected to continue until 2030, benefiting export leaders with channel advantages and rapid delivery capabilities [1]

全市场最"纯"——电网设备ETF（159326）：是全市场唯一跟踪中证电网设备主题指数的ETF，申万二 级行业中电网设备含量超78%，为全市场最纯的电网指数，从申万三级行业分类上看，指数成分股的行 业分布以输变电设备、电网自动化设备、线缆部件及其他、通信线缆及配套、配电设备为主，拥有较强 的代表性。智能电网权重占比高达90%，特高压权重占比高达67%，均为全市场最高。 （文章来源：每日经济新闻） 国内电网投资加码与全球AI算力爆发形成共振，持续催生电网设备强需求，板块迎来结构性加速发展 期。国家电网"十五五"固定资产投资规划达4万亿元，较"十四五"增长40%，创历史新高，与此同时， 全球AI算力建设进入爆发期，数据中心用电需求激增，高性能变压器"一器难求"，我国广东、江苏等地 变压器工厂持续满产，部分数据中心相关订单已排至2027年。 东莞证券认为，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、环保的变压器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遇。 2月25日，A股三大指数继续反弹，电网设备板块早盘触底后震荡 ...

Group 1 - The A-share market opened with gains on February 25, with the electric grid equipment sector experiencing a pullback, as evidenced by the electric grid equipment ETF (159326) declining by 0.21% and achieving a transaction volume of 1.47 billion yuan [1] - The electric grid equipment ETF has seen a net inflow of over 12.47 billion yuan in the last three days and a total net inflow exceeding 131 billion yuan this year, reaching a record high of 192.87 billion yuan, making it the largest electric grid ETF in the market [1] - The supply gap for North American power transformers is projected to reach 30%, with a 6% gap for distribution transformers, leading to an import dependency of 80% and 50% respectively [1] Group 2 - The electric grid equipment ETF (159326) is the only ETF tracking the China Securities Electric Grid Equipment Theme Index, with over 78% of its holdings in the electric grid equipment sector, making it the purest electric grid index in the market [2] - The index's component stocks are primarily distributed across power transmission and transformation equipment, grid automation equipment, cable components, communication cables, and distribution equipment, with a high representation of smart grid (90%) and ultra-high voltage (67%) [2]

Group 1 - The electric grid equipment sector has shown strong performance, with the largest electric grid equipment ETF (159326) rising by 4.37% to 1.910 yuan, with a trading volume of 1.536 billion yuan, indicating high trading activity and notable performance from constituent stocks like Han Cable and Baiyun Electric, among others [1] - Significant progress has been made in key projects of the national "14th Five-Year" electricity planning, particularly the Datong-Huailai-Tianjin South 1000 kV ultra-high voltage AC project, which has entered the electrical equipment installation phase [1] - JPMorgan noted that the Chinese power equipment sector has performed well since the beginning of 2026, driven by unexpected capital expenditures in the grid and strong export demand, indicating a new golden development cycle for the power equipment industry [1] Group 2 - The electric grid equipment ETF (159326) is the only ETF tracking the CSI Electric Grid Equipment Theme Index, with a 90% weight in smart grid and a 67% weight in ultra-high voltage, making it the largest in the market with a total size of 19.287 billion yuan [2] - This ETF allows investors to gain exposure to leading companies across the entire industry chain, such as TBEA and Guodian NARI, and is positioned to capitalize on three core opportunities: AI electricity usage, domestic investment, and overseas exports [2]

声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。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， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 2026年2月25日，ST长园（维权）（sh600525）触及涨停，涨停价4.87元，涨幅4.74%，总市值64.09亿 元，流通市值64.09亿元，截止发稿，总成交额4200.21万元。 根据喜娜AI异动分析，ST长园涨停原因可能如下，智能电网+磷酸铁锂： 1、公司业务涵盖智能电网设 备与能源互联网技术服务、消费类电子及其他领域智能设备、磷酸铁锂材料等。近年来，国家持续加大 对智能电网建设的投入，以提升电网的智能化水平和供电可靠性，公司作为相关领域的参与者，有望受 益于行业发展。同时，磷酸铁锂材料在新能源汽车、储能等领域需求旺盛，市场前景广阔，公司在该领 域的布局也为其带来了发展 ...

Core Viewpoint - The A-share market experienced a collective rise, with significant gains in the electric grid equipment sector, indicating strong demand and investment potential in this industry [1]. Group 1: Market Performance - On February 24, the Shanghai Composite Index rose by 0.87%, the Shenzhen Component Index increased by 1.36%, and the ChiNext Index gained 0.99% [1]. - The electric grid equipment ETF (159326) surged by 4.37%, with a notable trading volume of 1.536 billion yuan, reflecting active market participation [1]. Group 2: Industry Insights - Elon Musk highlighted that the real bottleneck in AI development is not chip supply but electricity availability, predicting a scenario of "chip surplus and power shortage" by the end of this year [1]. - Due to the construction cycle limitations of the U.S. power grid, XAI data centers face a waiting period of 12-18 months to access high-voltage electricity, prompting a global acceleration in power grid upgrades [1]. - High-end transformers are in short supply, with leading companies' orders extending to the end of 2027; China's transformer exports are projected to reach 64.6 billion yuan in 2025, marking a 36% year-on-year increase [1]. Group 3: Future Outlook - Longcheng Securities noted robust global demand for electric grid equipment and a significant overseas supply gap, with extended delivery cycles for U.S. transformers [1]. - Chinese companies possess advantages in delivery, technology, and cost, coupled with a domestic investment expectation of 4 trillion yuan in the power grid during the 14th Five-Year Plan, supporting sustained growth in domestic electric grid equipment exports [1]. - The historical high for transformer exports is anticipated in 2025, with continued favorable conditions expected in 2026 [1]. Group 4: ETF Details - The electric grid equipment ETF (159326) is the only ETF tracking the China Securities Electric Grid Equipment Index, with a 90% weight in smart grids and a 67% weight in ultra-high voltage, making it the largest electric grid ETF in the market with a scale exceeding 18 billion yuan [2].

格隆汇2月24日丨平高电气(600312.SH)在投资者互动平台表示，公司智能运维机器人业务在变电站智能 巡检及开关柜智能操作等场景均已实现应用，国内特高压站内目前尚未有应用，未来公司将持续关注更 多产品应用领域，围绕特高压换流站开展智能运维机器人研发、测试及应用，实现更安全、高效的电网 作业，满足客户数字化转型和新型电力系统建设需要。 ...

诚通证券认为，发达经济体电网设备老旧，超过20年使用年限设备占比高，更新换代需求迫切。国内电 网设备公司将受益于电网投资增速中枢上移，同时海外出口业务有望保持稳定增长。 全市场最纯——电网设备ETF（159326）：是全市场唯一跟踪中证电网设备主题指数的ETF，申万二级 行业中电网设备含量超78%，为全市场最纯的电网指数，从申万三级行业分类上看，指数成分股的行业 分布以输变电设备、电网自动化设备、线缆部件及其他、通信线缆及配套、配电设备为主，拥有较强的 代表性。智能电网权重占比高达90%，特高压权重占比高达67%，均为全市场最高。 （文章来源：每日经济新闻） 2月24日，A股市场迎来开门红，三大指数集体上涨，电网设备板块表现强势。截至14:30，全市场规模 最大的电网设备ETF（159326）涨幅4.37%，二级市场价格创成立以来新高，成交额已达13.37亿元，稳 居同类第一，持仓股保变电气、白云电器、汉缆股份、大连电瓷等股涨停，明阳电气涨超18%，安靠智 电涨超12%。 电网设备ETF今年以来持续获资金关注，今年以来净流入合计达126.79亿元，最新规模超180亿元，创 成立以来新高，为全市场规模最大的电网 ...