从资金流向上来看，当日其他电源设备板块主力资金净流出4.15亿元，游资资金净流入7238.03万元，散 户资金净流入3.42亿元。其他电源设备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601727 | 上海电气 | ﮯ 1.75(Z | 7.45% | -7076.41万 | -3.01% | -1.04亿 | -4.44% | | 002851 | 麦格米特 | 5912.18万 | 4.61% | -4515.56万 | -3.52% | -1396.61万 | -1.09% | | 002630 | ST华西 | 2770.92万 | 16.12% | -1194.82万 | -6.95% | -1576.10万 | -9.17% | | 002518 | 科士达 | 2097.83万 | 3.51% | -816.10万 | -1.37% | -1281.73万 | -2.1 ...

（文章来源：每日经济新闻） 每经AI快讯，其他电源设备板块短线拉升，欧陆通涨超12%，新雷能、麦格米特、中恒电气、海陆重 工、科士达、通合科技等跟涨。 ...

Market Overview - The other power equipment sector experienced a decline of 1.22% on the trading day, with ST Yishite leading the drop [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Stock Performance - Notable gainers in the other power equipment sector included: - Hu塑科技 (Code: 301157) with a closing price of 51.86, up 1.59% [1] - 麦格米特 (Code: 002851) with a closing price of 72.81, up 1.41% [1] - 通合科技 (Code: 300491) with a closing price of 25.96, up 1.21% [1] - Conversely, ST Yishite (Code: 300376) saw a significant decline of 7.11%, closing at 5.62 [2] - Other notable decliners included: - 西子洁能 (Code: 002534) down 6.06% to 15.19 [2] - 金时科技 (Code: 002951) down 3.82% to 14.11 [2] Trading Volume and Capital Flow - The total trading volume for the other power equipment sector showed a net outflow of 371 million yuan from main funds, while retail investors contributed a net inflow of 346 million yuan [2] - The sector's trading activity included: - ST Yishite with a trading volume of 642,500 shares and a transaction value of 364 million yuan [2] - 西子洁能 with a trading volume of 201,100 shares and a transaction value of 313 million yuan [2]

Market Overview - The other power equipment sector declined by 1.59% on the previous trading day, with Haibosi leading the drop [1] - The Shanghai Composite Index closed at 3939.81, down 0.81%, while the Shenzhen Component Index closed at 13080.49, down 0.92% [1] Individual Stock Performance - Keda (002518) saw a closing price of 46.89 with an increase of 3.49% and a trading volume of 175,200 shares, totaling 825 million yuan [1] - Hu塑科技 (301157) closed at 53.10, up 3.27%, with a trading volume of 17,200 shares, amounting to 90.99 million yuan [1] - Other notable performances include Yingjie Electric (300820) at 58.29, up 0.50%, and Youyou Green Energy (301590) at 182.55, up 0.41% [1] - Conversely, Haibosi (688411) experienced a significant drop of 10.86%, closing at 322.00 with a trading volume of 66,700 shares, totaling 2.213 billion yuan [2] - Other stocks like Hailu Chading (002255) and Aotexun (002227) also faced declines of 9.96% and 5.61%, respectively [2] Capital Flow Analysis - The other power equipment sector experienced a net outflow of 1.08 billion yuan from main funds, while retail investors saw a net inflow of 472 million yuan [2][3] - Notable net inflows from retail investors were observed in stocks like Jintai Technology (002951) with 704.14 million yuan, while Keda (002518) saw a net outflow of 732.7 million yuan from retail investors [3] - The main funds showed a net inflow in stocks like Magmet (002851) with 96.64 million yuan, while other stocks like Shenghong Co. (300693) had a net outflow of 68.73 million yuan from main funds [3]

证券之星消息，11月17日其他电源设备板块较上一交易日下跌0.9%，奥 特 迅领跌。当日上证指数报收 于3972.03，下跌0.46%。深证成指报收于13202.0，下跌0.11%。其他电源设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002255 | 「曹ڦ瑛 | 14.05 | 6.84% | 222.99万 | | 30.60亿 | | 300870 | 欧陆通 | 183.90 | 3.24% | 3.94万 | | 7.25 亿 | | 300820 | 英杰电气 | 58.00 | 2.15% | 7.97万 | | 4.58亿 | | 301516 | 中远通 | 17.95 | 1.87% | 3.90万 | | 6908.92万 | | 688551 | 科威尔 | 39.20 | 1.55% | 1.48万 | | 5848.48万 | | 300376 | ST易事特 | 6.54 | 1.55% | 51.69万 | | 3.3 ...

Investment Rating - The report maintains an "Overweight" rating for the electric equipment and new energy industry [2] Core Views - The report highlights the release of the "Guiding Opinions on Promoting the Integrated Development of New Energy" by the National Energy Administration, emphasizing the importance of integrated development in enhancing the reliability and competitiveness of new energy by 2030 [5][44] - The electric equipment sector has shown strong performance, with a year-to-date increase of 53.95%, outperforming the CSI 300 index by 34.45 percentage points [12][16] - The report suggests focusing on leading companies benefiting from the booming development of new energy storage technologies [44] Summary by Sections Market Review - As of November 13, 2025, the electric equipment industry rose by 5.35% over the past two weeks, outperforming the CSI 300 index by 5.52 percentage points, ranking 6th among 31 industries [12][16] - The wind power equipment sector decreased by 4.04%, while the photovoltaic equipment sector increased by 3.80% [16][18] Valuation and Industry Data - The electric equipment sector's PE (TTM) is 35.82 times, with sub-sectors like motors and other power equipment showing higher valuations [25] - The battery sector has a PE (TTM) of 36.38 times, indicating strong investor interest [25] Industry News - The report discusses the National Energy Administration's guidance on promoting the integrated development of new energy, which aims to enhance the reliability and market competitiveness of new energy sources [39][40] - It also mentions the government's focus on clean energy applications in various industries, including textiles and food processing [39] Company Announcements - The report includes recent announcements from companies like Fueneng Technology and HeShun Electric, highlighting their strategic moves and project wins [41][43] Weekly Perspective - The report emphasizes the importance of integrated development in the new energy sector and suggests monitoring companies that are leading in technology and scale [44][45]

Market Overview - The A-share market saw all three major indices rise, with the Shanghai Composite Index closing at 4029.50 points, up 0.73%, and a total trading volume of 876.40 billion yuan [1] - The Shenzhen Component Index closed at 13476.52 points, up 1.78%, with a trading volume of 1165.56 billion yuan [1] - The ChiNext Index closed at 3201.75 points, up 2.55%, with a trading volume of 522.92 billion yuan [1] Sector Performance - The top-performing sectors included energy metals, batteries, and other power equipment, with significant gains [1] - The oil and gas extraction and services sector, along with road and rail transportation and banking, experienced declines [1] Detailed Sector Analysis - Energy metals sector increased by 7.03%, with a total trading volume of 725.85 million hands and a net inflow of 59.79 billion yuan [2] - The battery sector rose by 5.79%, with a trading volume of 4753.47 million hands and a net inflow of 156.37 billion yuan [2] - Other power equipment sector saw a 3.39% increase, with a trading volume of 1056.15 million hands and a net inflow of 14.21 billion yuan [2] - In contrast, the oil and gas extraction and services sector declined by 0.36%, with a trading volume of 1693.76 million hands and a net outflow of 3.26 billion yuan [2] - The banking sector fell by 0.24%, with a trading volume of 4081.71 million hands and a net outflow of 36.11 billion yuan [2]

Core Points - The stock price of Power Source increased by 2.11% on November 13, reaching 5.81 CNY per share with a total market capitalization of 3.561 billion CNY [1] - The company has experienced a year-to-date stock price increase of 2.65%, but has seen declines of 2.68% over the last five trading days, 4.60% over the last twenty days, and 16.88% over the last sixty days [1] - Power Source has appeared on the trading leaderboard five times this year, with the most recent occurrence on June 17, where it recorded a net purchase of 60.67 million CNY [1] Company Overview - Power Source Technology Co., Ltd. was established on January 21, 1995, and listed on April 1, 2004. The company is located in the Fengtai District of Beijing [1] - The main business areas include research, manufacturing, sales, and related services of power electronics technology and products [1] - The revenue composition is as follows: supporting power supply 35.46%, communication power supply 30.90%, light storage-related power supply 16.79%, charging and swapping power supply 7.69%, energy-saving services and high-voltage frequency converters 3.74%, vehicle-related power supply 2.76%, and others 2.66% [1] Financial Performance - As of September 30, the number of shareholders for Power Source was 64,500, a decrease of 27.26% from the previous period, while the average circulating shares per person increased by 37.47% to 9,454 shares [2] - For the period from January to September 2025, Power Source reported operating revenue of 295 million CNY, a year-on-year decrease of 34.64%, and a net profit attributable to the parent company of -15.5 million CNY, a year-on-year increase of 0.95% [2] Dividend Information - Since its A-share listing, Power Source has distributed a total of 76.4717 million CNY in dividends, with no dividends paid in the last three years [3]

Core Viewpoint - KWH Data's stock price has shown significant volatility, with a year-to-date increase of 86.26%, but a recent decline over the past five and twenty trading days, indicating potential market fluctuations and investor sentiment changes [1][2]. Company Overview - KWH Data, established on March 26, 1999, and listed on January 13, 2010, is located in Xiamen, Fujian Province. The company specializes in the production and sales of UPS power supplies for information equipment and industrial power [2]. - The revenue composition of KWH Data includes: 49.62% from new energy products, 21.01% from data center products, 16.43% from IDC services, 11.77% from smart energy products, and 1.17% from other sources [2]. Financial Performance - For the period from January to September 2025, KWH Data reported a revenue of 5.706 billion yuan, reflecting a year-on-year growth of 5.79%. The net profit attributable to shareholders was 344 million yuan, marking a significant increase of 44.71% year-on-year [2]. - The company has distributed a total of 1.385 billion yuan in dividends since its A-share listing, with 130 million yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, KWH Data had 101,000 shareholders, an increase of 3.06% from the previous period. The average number of circulating shares per shareholder decreased by 2.97% to 4,501 shares [2][3]. - The top circulating shareholder is Hong Kong Central Clearing Limited, holding 20.0319 million shares, an increase of 13.3589 million shares from the previous period [3].

Core Viewpoint - The stock of Magmeter has experienced fluctuations, with a recent decline of 2.22% and a year-to-date increase of 32.19%, indicating volatility in its market performance [1][2]. Company Overview - Magmeter Electric Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on July 29, 2003, with its IPO on March 6, 2017 [2]. - The company specializes in the research, production, and sales of smart home appliance control products, industrial power supplies, and industrial automation products [2]. - The revenue composition includes: smart home appliance control products (45.92%), power supply products (24.77%), new energy and rail transit components (10.87%), industrial automation (8.32%), smart equipment (5.09%), precision connections (4.37%), and others (0.66%) [2]. Financial Performance - For the period from January to September 2025, Magmeter achieved a revenue of 6.791 billion yuan, representing a year-on-year growth of 15.05%, while the net profit attributable to shareholders decreased by 48.29% to 213 million yuan [2]. - The company has distributed a total of 468 million yuan in dividends since its A-share listing, with 161 million yuan distributed over the past three years [3]. Shareholder Information - As of October 31, 2025, the number of shareholders of Magmeter was 84,000, an increase of 1.20% from the previous period, with an average of 5,450 circulating shares per person, a decrease of 1.18% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, holding 7.2803 million shares, which decreased by 7.112 million shares compared to the previous period [3].