证券代码：301002 证券简称：崧盛股份 深圳市崧盛电子股份有限公司 结合崧盛股份 15 年制造业积累的产业链、供应链优势，及自有数字化智能 制造基地、全球化市场及运营布局、国际化经营团队及粤港澳大湾区产业 优势，通过产业协同与技术整合，助力崧盛亿麦进军数据中心供电产业链。 3、公司对于崧盛亿麦产品毛利率情况有何预期？ 结合崧盛亿麦核心技术能力、核心组织能力及当前技术储备，同时结合 AI 数据中心模块化电源当前市场情况，我们对于崧盛亿麦后续产品毛利率情 况非常乐观。 4、公司储能业务发展情况如何？ 投资者关系活动记录表 编号 2026-001 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | 媒体采访 业绩说明会 | | 活动类别 | 新闻发布会 路演活动 | | | 现场参观 | | | 其他 | | 参与单位名 | 工银瑞信基金、银华基金、信达澳亚基金、中汇基金、富安达基金、殷实 | | 称 | 基金、中泰证券、中金公司、中信证券、华鑫证券、国信证券、上海乾瞻 | | | 资管、皓普投资、博普资产、富荣基金 | | 时间 | 年 月 日 2026 3 ...

截至2026年2月25日收盘，崧盛股份（301002）报收于45.5元，较前一交易日上涨7.9%，最新总市值为 61.4亿元。该股当日开盘43.04元，最高45.87元，最低41.98元，成交额达5.71亿元，换手率为15.07%。 崧盛股份于2026年2月25日发布《关于投资设立合资公司的公告》。公告显示，公司于当日召开董事 会，审议通过与西安亿麦同创、西安一麦瑞共同投资设立合资公司深圳市崧盛亿麦数字能源技术有限公 司。合资公司注册资本为3,000万元，崧盛股份以货币出资1,530万元，持股51.00%；西安亿麦同创以货 币出资441万元，持股14.70%；西安一麦瑞以技术、设备及货币出资1,029万元，持股34.30%。合资公司 主营服务器电源、AI电源等数字能源产品的研发、生产与销售，纳入公司合并报表范围。本次交易不 构成重大资产重组，无需提交股东大会审议。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 《第四届董事会第四次会议决议公告》 《关于投资设立合资公司的公告》 最新公告列表 ...

公告称，本次公司与西安亿麦同创及西安一麦瑞共同投资成立合资公司开展服务器电源、AI电源等数 字能源产品业务，有助于充分发挥公司产业链及供应链优势，结合合资方股东技术及产品开发优势，通 过优势互补，提升双方市场竞争力，助力合资公司业务发展。 崧盛股份（301002）(301002.SZ)公告，公司于2026年2月25日与西安亿麦同创咨询服务合伙企业(有限合 伙)("西安亿麦同创")、西安一麦瑞电源技术有限公司("西安一麦瑞")签署《合资协议》，拟以共同投资 方式设立合资公司深圳市崧盛亿麦数字能源技术有限公司(最终以工商登记机关核准为准)，合资公司注 册资本为3000万元，其中，公司以货币形式出资1530万元，占注册资本比例为51.00%。 ...

智通财经APP讯，崧盛股份(301002.SZ)公告，公司于2026年2月25日与西安亿麦同创咨询服务合伙企业 (有限合伙)("西安亿麦同创")、西安一麦瑞电源技术有限公司("西安一麦瑞")签署《合资协议》，拟以共 同投资方式设立合资公司深圳市崧盛亿麦数字能源技术有限公司(最终以工商登记机关核准为准)，合资 公司注册资本为3000万元，其中，公司以货币形式出资1530万元，占注册资本比例为51.00%。 公告称，本次公司与西安亿麦同创及西安一麦瑞共同投资成立合资公司开展服务器电源、AI电源等数 字能源产品业务，有助于充分发挥公司产业链及供应链优势，结合合资方股东技术及产品开发优势，通 过优势互补，提升双方市场竞争力，助力合资公司业务发展。 ...

Investment Rating - The report does not explicitly state an investment rating for the company, but it highlights significant developments that could positively influence the stock's performance. Core Insights - The inclusion in the Hang Seng Composite Index is expected to enhance liquidity premium, attracting passive investment from ETFs and institutional investors [2] - The planned spin-off of Weiyuan Energy Technology Co., Ltd. aims to unlock the valuation of AI energy solutions, providing existing shareholders with a safety net through guaranteed allocations in the upcoming IPO [3] - The company is transitioning from a traditional power equipment provider to an AI-driven digital energy holding platform, with a focus on monitoring fund flows post-index inclusion and the regulatory progress of the spin-off [4] Summary by Relevant Sections Inclusion in Hang Seng Composite Index - The company will be included in the Hang Seng Composite Index effective March 9, 2026, which is anticipated to trigger buying from ETFs and passive funds [1][2] Spin-off of Weiyuan Energy - The spin-off is seen as a restructuring move to unlock the valuation of high-growth AI energy assets, allowing shareholders to benefit from both the parent company's potential stock price increase and the growth of the subsidiary [3] Strategic Focus - The company emphasizes its positioning in the "AI era digital energy solutions" and is advised to closely monitor the inflow of southbound funds and the regulatory status of the spin-off [4]

Group 1 - The core viewpoint of the article highlights that the company, Guanghong Technology, has made significant progress in the digital energy sector, particularly in areas such as charging piles, micro-inverters, commercial energy storage, and dedicated power supplies [2] - The company has received numerous orders in the past year and has begun mass production, indicating a strong growth trajectory in its renewable energy business [2] - The company plans to leverage its accumulated manufacturing technology in both strong and weak electrical products, as well as its global supply chain advantages, to explore more opportunities in the renewable energy sector [2]

Group 1: Business Structure and Development Trends - The company has divided its business into four main segments: Automotive, Power Energy, Digital Energy (AI Liquid Cooling), and Embodied Intelligence [2][3] - The Automotive segment is expected to maintain steady growth, supported by market share increase and high growth in overseas markets [2] - The Power Energy segment is benefiting from explosive growth in overseas AI data centers, with significant demand for diesel and gas generator sets [3] Group 2: Internationalization Strategy and Importance - The internationalization strategy, initiated in 2010, has evolved through establishing overseas offices, warehouses, and manufacturing bases, leading to a gradual transition from losses to profitability [4] - The company has built strong strategic partnerships with global leaders in various sectors, enhancing its international operational experience [4] - The overseas business lines are entering a phase of accelerated growth, with increased capacity expansion and customer acquisition [4][5] Group 3: Future Outlook for New Business Areas - The company aims to strengthen its global strategy and enhance competitiveness in key areas such as AI liquid cooling, power energy, and embodied intelligence [5] - As new businesses accelerate and scale up, significant growth momentum and performance elasticity are expected [5]

Core Insights - The article emphasizes Shenzhen's commitment to becoming a global leader in digital energy, focusing on innovation, application, and international cooperation in the clean energy sector. Group 1: Digital Energy Innovation - Shenzhen has established 196 digital energy technology innovation platforms to enhance foundational research and original innovation capabilities, creating a comprehensive innovation chain from basic research to industrial application [2] - Major companies like China General Nuclear Power Corporation and Shenzhen Energy are leading advancements in hydrogen energy and energy storage technologies, including the development of a 30 MW pure hydrogen gas turbine energy storage demonstration project [2][3] - New energy storage technologies such as supercapacitors, flywheel storage, and various battery types are rapidly evolving, driven by leading firms like Huawei and BYD [2] Group 2: Quality Services and Solutions - Shenzhen is shifting its focus from scale and price competition to quality and efficiency in the digital energy sector, with a notable emphasis on high-performance charging solutions [3] - The introduction of liquid-cooled fast charging technology by Huawei has significantly impacted the global charging market, addressing charging anxiety with innovative service concepts [3] - The development of battery swapping solutions for heavy-duty electric vehicles is expected to halve the initial purchase cost within two years, promoting low-carbon transitions in heavy transportation [3] Group 3: Benchmark Applications - Shenzhen is transforming its energy landscape into a model for other megacities, with significant achievements in charging infrastructure, including 1,098 fast charging stations and 536,000 charging piles [4] - The city has implemented a unified energy management platform, enhancing the reliability and efficiency of energy distribution [4] - The virtual power plant initiative has achieved a resource access capacity of 4.75 million kW, showcasing Shenzhen's capabilities in energy management [4] Group 4: International Cooperation - Shenzhen is positioning itself as a hub for international cooperation in digital energy, hosting the International Digital Energy Expo with participation from nearly 2,000 companies across 52 countries [7] - The city is actively promoting its digital energy products in key international markets, aiming for a 22.6% increase in exports of its "new three samples" products by 2025 [7] - Shenzhen's approach combines technology, finance, and legal frameworks to enhance its attractiveness for international partnerships and collaborations [7]

近日，中关村论坛系列活动——AI+能源发展大会在中关村国家自主创新示范区展示中心举行。会上， 中关村（海淀）AI数字能源产业园正式揭牌，标志着该园区进入更高战略的运营阶段。 据悉，作为中关村科学城的重要组成部分，该产业园由北京海开控股（集团）股份有限公司建设运营， 园区地处中关村大街高端创新集聚发展走廊，占地面积约4.5万平方米，总建筑面积约24万平方米，包 含6栋科研办公楼及1栋科研配套楼，绿地率30%，致力于打造绿色生态与科技创新融合的高品质园区。 项目于2022年8月开工建设，2025年1月完成竣工备案，5月投入试运营，已被纳入北京市"3个100"重点 工程。 园区紧紧围绕海淀区"1+X+1"现代化产业体系布局，以数字能源为核心定位，深度融合人工智能、物联 网等前沿技术，搭建产业协同枢纽平台，集聚创新资源，促进企业间技术协同与场景共享，构建"创新 链、产业链、服务链"三链协同的现代化产业生态，全力打造北京数字能源产业示范区。 在功能规划上，园区集成总部办公、科技研发、创新孵化、活力配套等多重功能。打造AI芯片与智能 终端测试验证实验室、AI算法与模型开发训练实验室等公共技术服务平台，共享展示中心、路演厅 ...

园区紧紧围绕海淀区"1+X+1"现代化产业体系布局，以数字能源为核心定位，深度融合人工智能、物联 网等前沿技术，搭建产业协同枢纽平台，集聚创新资源，促进企业间技术协同与场景共享，构建"创新 链、产业链、服务链"三链协同的现代化产业生态，全力打造北京数字能源产业示范区。 在功能规划上，园区集成总部办公、科技研发、创新孵化、活力配套等多重功能。打造AI芯片与智能 终端测试验证实验室、AI算法与模型开发训练实验室等公共技术服务平台，共享展示中心、路演厅、 共享会议室等展示交流空间以及员工餐厅、定制班车、人才公寓等"最后一公里"便捷服务，服务企业与 人才全时全周期需求。园区目前招商进展显著，已累计引入近30家创新主体，产业空间入驻率达40%， 其中专精特新及国家高新技术企业占比超50%，初步形成龙头引领、大中小企业融通发展的产业集聚格 局。 新京报讯 据"北京海淀"微信公众号消息，近日，中关村论坛系列活动——AI+能源发展大会在中关村国 家自主创新示范区展示中心举行。会上，中关村（海淀）AI数字能源产业园正式揭牌，标志着该园区 进入更高战略的运营阶段。 据悉，作为中关村科学城的重要组成部分，该产业园由北京海开控股（集 ...