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闽东电力涨2.21%,成交额1.45亿元,主力资金净流入294.81万元
Xin Lang Zheng Quan· 2025-12-31 05:40
Core Viewpoint - The stock of Min Dong Power has shown significant volatility, with a year-to-date increase of 44.31% but a recent decline in the last five and twenty trading days, indicating potential market fluctuations and investor sentiment changes [1][2]. Group 1: Stock Performance - As of December 31, Min Dong Power's stock price rose by 2.21% to 12.05 CNY per share, with a trading volume of 1.45 billion CNY and a turnover rate of 2.78%, resulting in a total market capitalization of 55.18 billion CNY [1]. - Year-to-date, the stock has increased by 44.31%, but it has decreased by 5.64% over the last five trading days and 13.56% over the last twenty trading days [1]. - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent instance on November 11, where it recorded a net buy of -112 million CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Min Dong Power reported a revenue of 490 million CNY, reflecting a year-on-year growth of 8.81%, and a net profit attributable to shareholders of 151 million CNY, which is a 32.38% increase compared to the previous year [2]. - Cumulatively, the company has distributed 246 million CNY in dividends since its A-share listing, with 91.59 million CNY distributed over the last three years [3]. Group 3: Shareholder Information - As of December 10, 2025, the number of shareholders for Min Dong Power reached 57,500, an increase of 12.37% from the previous period, while the average circulating shares per person decreased by 11.01% to 7,649 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 2.4865 million shares, an increase of 959,800 shares from the previous period [3].
高原小店的“光明”剪影
Xin Lang Cai Jing· 2025-12-30 18:06
果芒村林麝合作社在电力的助推下运行得井井有条。 通讯员 格琼洋 摄 本报记者 芈峤 12月23日,青海省果洛藏族自治州班玛县,寒风吹过亚尔堂乡的山谷,却吹不散果芒村村口"圣地扎西果芒商 店"里的暖意…… 店主是40多岁的曲美,土生土长的果芒村人。见到穿着红马甲的电力员工到来,他搓了搓手,目光扫过屋顶 明亮的灯泡、正在运转的电取暖器,最后落在门口的冰柜上,眼里满是笑意。 "你还记得咱们村通电多久了吗?" 当记者问出这一问题,曲美不假思索地说:"10年了,我记得非常清楚!" "林麝养殖需要24小时监控、随时了解温度,并且得有高效的饲料加工设备,以前没有稳定的电,想都不敢 想。"霍瓦什青多杰说。 班玛县电力运维人员格琼洋接过话茬:"这几年我们果洛州电网越建越好,110千伏供电通到了县上,村里的 配电网也改造过,电压稳得很。我们还给林麝合作社提供了专线,所有用电设备都能全天候运转。" 本在小店门外等候霍瓦什青多杰的合作社负责人谢发成听到大家的对话走了进来。笑着给大家介绍道,目前 养殖基地有50只麝,这些麝平均一年取一次麝香。麝香可是"软黄金",不仅村民能去基地打工挣钱,村集体 还有收入,部分入股村民还能分红。 曲美接 ...
华通线缆涨6.96%,成交额6.80亿元,近5日主力净流入1.22亿
Xin Lang Cai Jing· 2025-12-30 07:47
Core Viewpoint - Huatong Cable's stock rose by 6.96% on December 30, with a trading volume of 680 million yuan and a market capitalization of 17.982 billion yuan [1] Group 1: Company Overview - Huatong Cable Group Co., Ltd. is located in Hebei Province and was established on June 21, 2002. It was listed on May 11, 2021. The company primarily engages in the research, production, and sales of electrical wires and cables [7] - The main revenue composition includes electrical wires and cables (87.20%), continuous pipes and operating devices (9.73%), and other (3.07%) [7] - As of September 30, the number of shareholders reached 15,900, an increase of 38.48%, while the average circulating shares per person decreased by 28.25% [7] Group 2: Financial Performance - For the period from January to September 2025, Huatong Cable achieved operating revenue of 5.344 billion yuan, a year-on-year increase of 13.30%. However, the net profit attributable to the parent company was 257 million yuan, a decrease of 7.38% year-on-year [7] - The company has distributed a total of 107 million yuan in dividends since its A-share listing, with cumulative distributions of 94.4695 million yuan over the past three years [8] Group 3: Market Dynamics - The company benefits from the depreciation of the RMB, with overseas revenue accounting for 66.81% of total revenue as of the 2024 annual report [3] - Huatong Cable's products are involved in various sectors, including marine exploration cables for oil and gas resource exploration, low-voltage power cables, control cables, and solar photovoltaic cables for the smart grid and photovoltaic industries [2][3] Group 4: Investment Sentiment - The stock has seen a net inflow of 34.9047 million yuan from major investors today, ranking 6th out of 137 in its industry, with a continuous increase in major investor positions over the past three days [4][5] - The average trading cost of the stock is 31.16 yuan, with the current price fluctuating between resistance at 37.48 yuan and support at 31.26 yuan, indicating potential for range trading [6]
中能电气跌2.02%,成交额1.26亿元,主力资金净流出545.17万元
Xin Lang Cai Jing· 2025-12-30 02:17
12月30日,中能电气盘中下跌2.02%,截至09:55,报9.21元/股,成交1.26亿元,换手率2.96%,总市值 58.02亿元。 资金流向方面,主力资金净流出545.17万元,特大单买入728.37万元,占比5.80%,卖出527.55万元,占 比4.20%;大单买入1830.45万元,占比14.57%,卖出2576.44万元,占比20.50%。 中能电气今年以来股价涨56.63%,近5个交易日跌13.36%,近20日涨3.25%,近60日涨61.01%。 今年以来中能电气已经14次登上龙虎榜,最近一次登上龙虎榜为12月23日,当日龙虎榜净买入-5359.60 万元;买入总计1.09亿元 ,占总成交额比6.70%;卖出总计1.62亿元 ,占总成交额比10.01%。 资料显示,中能电气股份有限公司位于福建省福州市仓山区金山工业区金洲北路20号,成立日期2002年 12月2日,上市日期2010年3月19日,公司主营业务涉及35kV及以下电压等级电力电缆配电系统相关产 品的技术开发、生产制造和销售。主营业务收入构成为:电网智能化产品87.99%,电力施工服务 8.41%,光伏发电服务2.18%,其他(补充) ...
林洋能源12月29日获融资买入674.26万元,融资余额6.02亿元
Xin Lang Cai Jing· 2025-12-30 01:34
12月29日,林洋能源跌0.72%,成交额6678.85万元。两融数据显示,当日林洋能源获融资买入额674.26 万元,融资偿还587.05万元,融资净买入87.21万元。截至12月29日,林洋能源融资融券余额合计6.05亿 元。 融资方面,林洋能源当日融资买入674.26万元。当前融资余额6.02亿元,占流通市值的5.30%,融资余 额低于近一年40%分位水平,处于较低位。 融券方面,林洋能源12月29日融券偿还7800.00股,融券卖出4.72万股,按当日收盘价计算,卖出金额 26.05万元;融券余量55.12万股,融券余额304.26万元,超过近一年90%分位水平,处于高位。 责任编辑:小浪快报 资料显示,江苏林洋能源股份有限公司位于江苏省启东经济技术开发区林洋路666号,成立日期1995年 11月6日,上市日期2011年8月8日,公司主营业务涉及从事智能电网、新能源、储能。主营业务收入构 成为:电能表、系统类产品及配件57.52%,发电业务16.10%,其他产品10.89%,储能业务8.35%,智维 服务3.80%,电站销售3.34%。 截至9月30日,林洋能源股东户数7.42万,较上期减少6.01% ...
信通电子跌2.03%,成交额3927.51万元,主力资金净流出294.79万元
Xin Lang Cai Jing· 2025-12-29 07:01
截至9月30日,信通电子股东户数2.49万,较上期减少55.37%;人均流通股1227股,较上期增加 124.06%。2025年1月-9月,信通电子实现营业收入6.68亿元,同比增长4.05%;归母净利润7056.01万 元,同比减少6.78%。 12月29日,信通电子盘中下跌2.03%,截至14:28,报43.35元/股,成交3927.51万元,换手率2.94%,总 市值67.63亿元。 资金流向方面,主力资金净流出294.79万元,大单买入483.14万元,占比12.30%,卖出777.93万元,占 比19.81%。 信通电子今年以来股价跌31.02%,近5个交易日涨0.65%,近20日涨0.35%,近60日跌8.43%。 今年以来信通电子已经3次登上龙虎榜,最近一次登上龙虎榜为8月28日,当日龙虎榜净买入1673.94万 元;买入总计7858.68万元 ,占总成交额比10.96%;卖出总计6184.74万元 ,占总成交额比8.62%。 资料显示,山东信通电子股份有限公司位于山东省淄博高新区柳毅山路18号,成立日期1996年1月31 日,上市日期2025年7月1日,公司主营业务涉及以电力、通信等特定行业为 ...
精达股份跌2.02%,成交额11.75亿元,主力资金净流出3689.07万元
Xin Lang Zheng Quan· 2025-12-29 06:35
Group 1 - The core viewpoint of the news is that Jingda Co., Ltd. has experienced a significant stock price increase of 68.24% this year, with recent trading activity showing a decline of 2.02% on December 29 [1] - As of December 29, the stock price of Jingda Co., Ltd. is reported at 12.13 yuan per share, with a total market capitalization of 26.07 billion yuan [1] - The company has seen a net outflow of 36.89 million yuan in principal funds, with large orders showing a buy of 306 million yuan and a sell of 272 million yuan [1] Group 2 - Jingda Co., Ltd. was established on July 12, 2000, and listed on September 11, 2002, primarily engaged in the manufacturing and sales of enameled wire, bare copper wire, and cables [2] - The main business revenue composition includes enameled wire at 72.24%, automotive and electronic wires at 14.36%, and special conductors at 4.85% [2] - As of September 30, 2025, Jingda Co., Ltd. achieved an operating income of 17.78 billion yuan, representing a year-on-year growth of 10.50%, and a net profit attributable to shareholders of 451 million yuan, up 8.42% year-on-year [2] Group 3 - The company has distributed a total of 1.971 billion yuan in dividends since its A-share listing, with 776 million yuan distributed in the last three years [3] - As of September 30, 2025, the number of shareholders of Jingda Co., Ltd. is reported at 103,300, a decrease of 5.70% from the previous period [3] - Hong Kong Central Clearing Limited is the fifth-largest circulating shareholder, increasing its holdings by 25.46 million shares [3]
近20日吸金超16亿元,电网设备ETF(159326)规模创历史新高
Mei Ri Jing Ji Xin Wen· 2025-12-29 04:24
每日经济新闻 (责任编辑:董萍萍 ) 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com 12月29日,A股三指数涨跌不一,电网设备板块盘中V型拉升跌幅收窄,截止10点43分,全市场唯 一的电网设备ETF(159326)跌0.53%,成交额达1.67亿元,持仓股智光电气涨停,汇金通、宝胜股 份、积成电子等跟涨。 随着人工智能军备竞赛进入新阶段,英伟达正引领全球数据中心进行一场史无前例的供电架构"革 命":将电压标准从传统的交流电转向800伏直流电。英伟达已于近期宣布了包括CoreWeave、甲骨文在 内的十余家合作伙伴,旨在为800伏直流电源架构和单机柜功率密度达到1兆瓦(MW)的超高密度计算 环境做准备。这一转变是为了支持其下一代"Vera Rubin"架构及"Kyber"系统,后者预计于2027年面世, 单机柜将集成576个GPU,其对电力和冷却系统的要求远远超出了当前415伏交流电架构的承载极限。 AI ...
2025年中国配电房巡检机器人行业政策、产业链、市场规模、重点企业及趋势研判:智能配电网建设加速推进,带动配电房巡检机器人行业需求快速增长[图]
Chan Ye Xin Xi Wang· 2025-12-28 01:01
关键词:配电房巡检机器人的功能、配电房巡检机器人行业相关政策、配电房巡检机器人行业产业链、 钢材产量、配电房巡检机器人行业市场规模、配电房巡检机器人行业发展趋势 一、配电房巡检机器人行业概述 配电房巡检机器人是指能够代替或协助人工完成室内配电房设备的巡检工作的机器人。室内配电房是指 在建筑物内部设置的供应建筑物用电力的配电设施,通常包括配电变压器、配电柜、计量柜、低压配电 盘等。配电房巡检机器人主要应用于10kV及以下的配电房,可对配电房内的设备进行红外测温、表计 读数、开关状态识别、异常报警等功能,并提供巡检数据的实时上传和数据分析、信息显示和报表自动 生成等后台功能,是智能配电网运维技术发展的重点方向之一。根据巡检方式的不同,配电房巡检机器 人可分为轨道式和自由式两种。轨道式巡检机器人是指沿着固定的轨道行走的巡检机器人,通常安装在 配电柜的顶部或侧面,通过导轨连接各个配电柜,实现对配电柜内部的巡检。自由式巡检机器人是指能 够自由移动的巡检机器人,通常采用轮式或足式行走方式,通过地面导航或视觉导航等技术,实现对配 电房内各个区域的巡检。 上市企业:亿嘉和(603666)、科大智能(300222)、申昊科技( ...
电力设备及新能源行业双周报(2025、12、12-2025、12、25):海内外共振拉动电网设备需求提升-20251226
Dongguan Securities· 2025-12-26 10:36
Investment Rating - The report maintains an "Overweight" rating for the electric power equipment and new energy industry [2] Core Insights - The demand for grid equipment is expected to increase due to domestic and international resonance, driven by significant investments in smart grids, west-to-east power transmission, and urban-rural grid upgrades [2][4] - The cumulative investment in national grid projects reached 560.4 billion yuan from January to November 2025, reflecting a year-on-year increase of 5.9% [4][38] - The export value of domestic transformers reached 8.08 billion USD from January to November 2025, marking a year-on-year growth of 35.19% [4][59] Summary by Sections Market Review - As of December 25, 2025, the electric power equipment industry rose by 2.10% over the past two weeks, outperforming the CSI 300 index by 0.11 percentage points [11] - The wind power equipment sector increased by 4.37%, while the photovoltaic equipment sector rose by 1.59% [11][19] Valuation and Industry Data - The PE (TTM) ratio for the electric power equipment sector is 33.43 times, with sub-sectors like motors at 59.57 times and photovoltaic equipment at 30.07 times [4][24] - The report highlights that the demand for high-efficiency, energy-saving, and environmentally friendly transformers will dominate the future market [4][46] Industry News - The rapid development of artificial intelligence in the U.S. is driving the construction of large-scale data centers, which require high-performance transformers for stable and efficient power supply [4][56] - The report suggests focusing on leading new energy companies with technological and scale advantages [4][60]