证券代码：688517 证券简称：金冠电气 公告编号：2025-063 金冠电气股份有限公司 产品中标的自愿性披露公告 本公司董事会及全体董事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。 本次中标金额约占公司2024年营业收入的11.42%，中标合同的履行将对公司未来经营业绩产生积极的 影响。 截至本公告披露日，该项目已进行中标候选人公示，公司尚未与招标人就中标项目签订正式合同，存在 不确定性。敬请广大投资者谨慎决策，注意投资风险。 特此公告。 金冠电气股份有限公司董事会 2025年12月16日 近日，藏东南至粤港澳大湾区±800千伏特高压直流输电工程受端换流站直流主设备和材料专项招标项 目中标候选人公示，金冠电气股份有限公司（以下简称"公司"）中标柔性直流换流站用避雷器产品 8,486.09万元。公司所披露的中标项目仅为中标金额2,000万元（含）以上项目。 ...

金冠电气12月15日公告，近日，藏东南至粤港澳大湾区±800千伏特高压直流输电工程受端换流站直流 主设备和材料专项招标项目中标候选人公示，公司中标柔性直流换流站用避雷器产品8,486.09万元。该 中标金额约占公司2024年营业收入的11.42%，预计将对公司未来经营业绩产生积极影响。 ...

金冠电气(688517.SH)发布公告，近日，藏东南至粤港澳大湾区±800千伏特高压直流输电工程受端换流 站直流主设备和材料专项招标项目中标候选人公示，公司中标柔性直流换流站用避雷器产品8486.09万 元。本次中标金额约占公司2024年营业收入的11.42%，中标合同的履行将对公司未来经营业绩产生积 极的影响。 ...

金冠电气公告称，近日藏东南至粤港澳大湾区±800千伏特高压直流输电工程受端换流站直流主设备和 材料专项招标项目中标候选人公示，公司中标柔性直流换流站用避雷器产品，中标金额8486.09万元。 本次中标金额约占公司2024年营业收入的11.42%，中标合同履行将对未来经营业绩产生积极影响。截 至公告披露日，项目已公示，公司未签正式合同，存在不确定性。 ...

Group 1 - A-shares experienced a collective decline in major indices, with the Shanghai Composite Index dropping nearly 1% at one point, but the losses narrowed towards the end of the trading session [2] - Notable stocks such as Pudong Development Bank, Agricultural Bank of China, Industrial and Commercial Bank of China, Bank of China, China Petroleum, China Petrochemical, Kweichow Moutai, and China Life Insurance saw a sudden collective surge during the auction period [2] Group 2 - The North Securities 50 Index surged significantly in the afternoon, rising over 6% at one point and closing up 3.84% [3] - Individual stocks like Tianli Composite hit a 30% limit up, while Fujida and Xingtum Measurement Control rose over 13%, and Tianma New Materials increased by over 9% [4] - The North Securities Index sample stocks and reserve list will undergo regular adjustments, effective December 15, including companies like Five New Tunnel Equipment, Better Ray, Airo Technology, Shuguang Digital Innovation, Anda Technology, and Jinbo Biological [4] Group 3 - The ultra-high voltage concept stocks showed strong performance, with Tongguang Cable hitting a 20% limit up, while Zhongchao Holdings and Hualing Cable also reached their limit up, and Caneng Electric rose nearly 8% [5] - Institutions believe that 2026, as the start of the "14th Five-Year Plan," will present dual opportunities for the power equipment industry due to domestic demand expectations and external demand recovery [5] - CITIC Securities projects that investment in the power grid will maintain stable growth during the "14th Five-Year Plan," with an estimated total investment of approximately 3.8 trillion yuan from 2026 to 2030, corresponding to an average annual investment of about 750 billion yuan [5]

Market Overview - A-shares saw most indices rise last Friday, with the Sci-Tech 50 index up by 1.74%, the Shanghai Composite Index up by 0.41%, the Shenzhen Component Index up by 0.84%, and the ChiNext Index up by 0.97% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.09 trillion yuan, an increase of approximately 235 billion yuan compared to the previous day [1] - Individual stocks showed mixed performance, with 2,540 stocks rising and 2,473 stocks falling [1] Stock Highlights - The top ten popular stocks included Xue Ren Group, China XD Electric, Zhongchao Holdings, Shunhao Co., Hualing Cable, Aerospace Power, Zai Sheng Technology, Guoji Heavy Equipment, Yonghui Supermarket, and Longzhou Co. [1] - Notable stocks with high heat rankings included Longzhou Co., Yonghui Supermarket, Guoji Heavy Equipment, Zai Sheng Technology, Aerospace Power, Hualing Cable, Shunhao Co., Zhongchao Holdings, China XD Electric, and Xue Ren Group [2] Key Factors Influencing Stock Prices - China XD Electric is gaining attention due to concerns over AI data center power shortages, coupled with policy benefits from UHV and new power systems. The company holds over 30% of the domestic market share in core UHV transmission and transformation equipment [3] - Zhongchao Holdings is recognized for its involvement in flexible DC transmission and nuclear power, benefiting from the rising commercial aerospace sector and recent project wins [3] - Shunhao Co. is noted for its cross-industry layout in commercial aerospace and space computing, supported by significant share buyback and employee incentive plans [3] - Hualing Cable is highlighted for its leading position in specialized cable production, with significant revenue growth in high-value cables for aerospace and military applications [3] - Aerospace Power is noted for its core liquid propulsion technology and involvement in space exploration projects, benefiting from the rising interest in commercial aerospace [4] - Zai Sheng Technology is gaining traction due to increased market focus on commercial aerospace, having previously supplied high-silica fiber products to international aerospace companies [4] - Guoji Heavy Equipment is recognized for technological breakthroughs in key areas, particularly in controllable nuclear fusion and high-end equipment manufacturing [4] - Yonghui Supermarket and Longzhou Co. are influenced by retail transformation efforts and supportive policies in the consumer sector, along with regional development initiatives [4]

Market Performance - The A-share market opened lower but rebounded, with the Shanghai Composite Index down 0.04%, the Shenzhen Component Index up 0.57%, the ChiNext Index up 0.6%, and the Northern Stock 50 up 1.12% [1] - The total market turnover reached 1.26 trillion yuan, an increase of 91.2 billion yuan compared to the previous day's turnover [1] Sector Performance - Active sectors included electric grid equipment and precious metals, while commercial aerospace stocks showed repeated activity [1] - Concepts such as nuclear fusion, CPO, ultra-high voltage, superconductors, charging piles, and photolithography stocks saw significant gains [1] - The lithium battery electrolyte, cross-strait integration, and banking sectors weakened [1] ETF Performance - The ultra-high voltage and smart grid sectors experienced rapid increases, with ETFs from Huaxia, Guotai, and GF rising by 3.07%, 2.64%, and 2.63% respectively [1] - The overnight Dow Jones index rose, leading to a 2.68% increase in the Penghua Dow Jones ETF [1] - Gold stocks rose for the second consecutive day, with the Ping An Fund Gold Stock ETF and Huaxia Fund Gold Stock ETF increasing by 2.16% and 1.89% respectively [1] - The smart driving sector was active, with the Fuguo Fund Smart Car ETF and Huitianfu Fund Smart Car ETF rising by 1.93% and 1.83% respectively [1] Weak Sectors - The lithium battery sector declined, with ETFs such as Invesco's battery ETF, leading new energy vehicle ETFs, and new energy vehicle ETFs all dropping by 1% [2] - The rare metals sector weakened, with the rare metals ETF also falling by 1% [2] - Chemical stocks showed poor performance, with the chemical ETF down by 0.76% [2]

Market Overview - The A-share market indices all closed higher today, with the Shanghai Composite Index rising by 0.41% to close at 3889.35 points, the Shenzhen Component Index increasing by 0.84% to 13258.33 points, the Sci-Tech 50 Index up by 1.74% to 1348.88 points, and the ChiNext Index gaining 0.97% to 3194.36 points [1][14] - The total trading volume in the Shanghai and Shenzhen markets reached 20,922 billion yuan, an increase of 2,351 billion yuan compared to the previous trading day [1] Industry Performance - Most of the Shenwan first-level industries saw gains today, with notable increases in non-ferrous metals (1.50%), electronics (1.46%), power equipment (1.42%), machinery (1.21%), telecommunications (1.19%), and national defense and military industry (1.14%) [1][14] - Conversely, the retail trade, comprehensive, and building materials sectors experienced declines, with decreases of 1.28%, 1.18%, and 0.47% respectively [1][14] Concept Sector Performance - The concept sectors that performed well today included nuclear fusion, nuclear power, industrial gases, superconductors, ultra-high voltage, optical modules (CPO), optical chips, virtual power plants, photolithography factories, photovoltaic inverters, commercial aerospace, large aircraft, solar thermal power generation, photolithography machines, and charging piles [2][11]

湘财证券指出，短维度来看，在中美贸易相对缓和的大环境下，市场在前期经历了一定调整后，后市有 望保持震荡修复状态。建议关注：长期资金入市相关的红利板块；"反内卷"相关的传统板块；政策支持 的内需相关的消费领域。长维度来看，2026年是"十五五"开局年份，相应五年规划落地将推动新质生产 力相关领域（科技、环保）的发展，此次中央经济工作会议进一步明确2026年政策基调继续保持积极， 为2026年A股市场继续"慢牛"运行奠定坚实基础。 （文章来源：证券时报网） 盘面上看，零售、地产、银行、医药等板块走低，半导体板块午后拉升，保险、电力、券商等板块上 扬，核电、特高压、商业航天概念等活跃。 12日，两市股指午后强势拉升，创业板指涨近1%，科创50指数涨近2%，全A成交额重返2万亿元上方。 截至收盘，沪指涨0.41%报3889.35点，深证成指涨0.84%，创业板指涨0.97%，科创50指数涨1.74%，沪 深北三市合计成交21193亿元。 ...

消息面上，近期，四川省发展改革委发布关于攀西特高压交流工程项目核准的批复。甘肃－浙江等多条 特高压工程建设取得关键进展。多种输配电设备大额中标信息接连发布。 华泰证券指出，全国统一电力市场建设加速推进，预计"十五五"期间电网投资有望达到4万亿元以上， 相比于"十四五"期间电网投资2.8万亿元显著提升。其中，主网建设助力全国电网网架实现互联互通， 是全国统一电力大市场搭建的重要支撑，仍将是重点建设方向。 12月12日午后，特高压概念继续拉升，狂掀涨停潮，中国西电、风范股份、保变电气等股集体涨停，截 至13:05，全市场唯一的电网设备ETF（159326）涨幅3.21%，成交额达3.13亿元。 电网设备ETF已连续11个交易日净流入，合计"吸金"7.24亿元，最新规模达26.47亿元，创成立以来新 高。 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，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。特高压权重占比高达65%，全市场最高。 （文章来源：每日经济新闻） ...