每经头条（nbdtoutiao）——中国创新药，今年海外授权已卖出800亿美元！对话创东方投资合伙人卢 刚：生物医药二级市场火热，一级市场为何募资遇冷？ （记者 王晓波） 截至发稿，迦南智能市值为37亿元。 每经AI快讯，迦南智能（SZ 300880，收盘价：19.16元）10月24日晚间发布公告称，公司第三届第十九 次董事会会议于2025年10月23日在公司五楼会议室召开。会议审议了《关于公司董事会换届选举非独立 董事的议案》等文件。 2024年1至12月份，迦南智能的营业收入构成为：电工仪器仪表行业占比100.0%。 ...

资料显示，南京新联电子股份有限公司位于江苏省南京市江宁经济技术开发区家园中路28号，成立日期 2003年9月25日，上市日期2011年2月11日，公司主营业务涉及用电信息采集系统的软、硬件研发、生 产、销售及服务;智能用电云服务业务。主营业务收入构成为：采集器及终端80.56%，电力柜14.71%， 其他2.76%，电能云服务1.97%。 新联电子所属申万行业为：电力设备-电网设备-电工仪器仪表。所属概念板块包括：低市盈率、虚拟电 厂、电力物联网、智能电网、能源互联等。 截至10月20日，新联电子股东户数4.38万，较上期减少2.67%；人均流通股18292股，较上期增加 2.74%。2025年1月-9月，新联电子实现营业收入5.50亿元，同比减少0.37%；归母净利润5.35亿元，同比 增长421.43%。 分红方面，新联电子A股上市后累计派现10.91亿元。近三年，累计派现3.00亿元。 责任编辑：小浪快报 10月24日，新联电子盘中上涨2.02%，截至09:46，报7.06元/股，成交2.25亿元，换手率4.05%，总市值 58.88亿元。 资金流向方面，主力资金净流入751.89万元，特大单买入151 ...

Group 1 - Sanwang Communication plans to repurchase shares worth 20-40 million yuan for employee stock incentive plans [1] - Ankrui reported a net profit of 192 million yuan for the first three quarters, a year-on-year increase of 21.31% [1] - Taishan Petroleum's net profit for the first three quarters reached 113 million yuan, up 112.32% year-on-year [1] - Zhejiang Xiantong achieved a net profit of 152 million yuan for the first three quarters, a 17.4% increase year-on-year [1] Group 2 - Xuanji Information reported a net loss of 173 million yuan for the first three quarters [1] - Mailande's net profit slightly decreased by 0.07% to 96 million yuan for the first three quarters [1] - Tengjing Technology's subsidiary received a sales order worth 87.61 million yuan [1] Group 3 - Hotgen Biotech's affiliate achieved positive results in Phase Ib clinical trials for the innovative drug SGC001 [1] - Zhongyan Dadi won a bid for a sports project in Beijing worth 74.04 million yuan [1] - Henghui Security's net profit decreased by 12.85% to 81.98 million yuan for the first three quarters [1] Group 4 - Xiongdi Technology's net profit increased by 71.16% to 18.38 million yuan for the first three quarters [1] - Meilixin reported a net loss of 215 million yuan for the first three quarters [1] - Haichen Pharmaceutical's net profit grew by 16.22% to 32.68 million yuan for the first three quarters [1] Group 5 - Qiaoyuan Co. reported a net profit of 181 million yuan for the first three quarters, a 40.54% increase year-on-year [1] - Fuda Co. achieved a net profit of 221 million yuan for the first three quarters, up 83.27% year-on-year [1] - Xianggang Technology's net profit surged by 186.19% to 95.47 million yuan for the first three quarters [1] Group 6 - ST Nanchuan received a restriction order from the court due to a financial dispute [1] - Changyou Technology announced the dismissal of two vice presidents [1] - Haoyuan Automotive received a project confirmation for an automatic parking system worth 576 million yuan [1] Group 7 - Jiuzhou Biotech obtained a medical device registration certificate for a diagnostic kit [1] - Shihua Machinery signed an investment intention letter for a subsidiary's capital increase [1] - Zhuhai Mian Group plans to transfer 100% equity of Gree Real Estate [1] Group 8 - Dalian Heavy Industry reported a net profit of 490 million yuan for the first three quarters, a 23.97% increase year-on-year [1] - Haimeng Data reported a net loss of 75.43 million yuan for the first three quarters [1] - Feilong Co. achieved a net profit of 287 million yuan for the first three quarters, a 7.54% increase year-on-year [1] Group 9 - Kaipu Testing reported a net profit of 57.84 million yuan for the first three quarters, a 3.34% increase year-on-year [1] - Ganyue Express signed a strategic cooperation agreement with a major energy company [1] - Tuoshan Heavy Industry's controlling shareholder plans to reduce its stake by 2.82% [1] Group 10 - Yiatong's shareholder plans to reduce its stake by 1% [1] - Weishi Electronics reported a net profit of 24.29 million yuan for the first three quarters, a 22.59% decrease year-on-year [1] - Shensi Electronics won a bid for a data space construction project worth 161 million yuan [1] Group 11 - Xiechuang Data plans to purchase server assets worth up to 4 billion yuan [1] - Shandong Express's controlling shareholder plans to transfer 7% of its shares [1] - ST Huapeng's subsidiary received a government subsidy of 4.65 million yuan [1] Group 12 - Jieqiang Equipment's shareholder plans to reduce its stake by 1% [1] - China Jushi reported a net profit of 2.568 billion yuan for the first three quarters, a 67.51% increase year-on-year [1] - ST Fanli reported a net loss of 44.78 million yuan for the first three quarters [1] Group 13 - Xiyu Tourism reported a net profit of 98.58 million yuan for the first three quarters, a 14.51% decrease year-on-year [1] - Abison reported a net profit of 185 million yuan for the first three quarters, a 57.33% increase year-on-year [1] - Huayan Precision reported a net profit of 70.76 million yuan for the first three quarters, a 31.07% increase year-on-year [1] Group 14 - Jiangling Motors reported a net profit of 74.9 million yuan for the first three quarters, a 35.76% decrease year-on-year [1]

Core Viewpoint - Kelu Electronics has shown significant stock performance with a year-to-date increase of 98.39%, despite a recent decline of 4.64% over the last five trading days [1] Financial Performance - For the first half of 2025, Kelu Electronics achieved a revenue of 2.573 billion yuan, representing a year-on-year growth of 34.66%, and a net profit attributable to shareholders of 190 million yuan, which is a remarkable increase of 579.14% [2] Stock Market Activity - As of October 21, Kelu Electronics' stock price was 8.63 yuan per share, with a trading volume of 206 million yuan and a turnover rate of 1.73%, leading to a total market capitalization of 14.333 billion yuan [1] - The company has seen a net inflow of main funds amounting to 13.9169 million yuan, with significant buying activity from large orders [1] Business Segments - Kelu Electronics' main business revenue composition includes energy storage (49.83%), smart grid (48.74%), property management (0.91%), comprehensive energy management and services (0.43%), and other (0.10%) [1] Shareholder Information - As of June 30, 2025, Kelu Electronics had 69,900 shareholders, a decrease of 8.55% from the previous period, with an average of 20,013 circulating shares per shareholder, an increase of 9.35% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 7.988 million shares [3]

Core Viewpoint - The report by Zhiyan Consulting highlights a significant decline in the production of electrical instruments and meters in China, with a projected decrease in output for 2025 compared to previous years [1]. Industry Summary - According to data from the National Bureau of Statistics, the production of electrical instruments and meters in China for August 2025 is expected to be 21.77 million units, representing a year-on-year decrease of 12.2% [1]. - From January to August 2025, the cumulative production of electrical instruments and meters in China is reported to be 178.886 million units, showing a cumulative decline of 8.2% [1]. - The report provides a comprehensive analysis of the supply and demand forecast for the Chinese instrument and meter market from 2025 to 2031, indicating potential challenges in the industry [1]. Company Summary - Listed companies mentioned in the report include Weisheng Information (688100), Linyang Energy (601222), Samsung Medical (601567), Haixing Electric (603556), XJ Electric (000400), Pinggao Electric (600312), Guodian Nanzi (600268), *ST Huayi (600290), Dongfang Electronics (000682), and Kelon Electronics (002121) [1].

2020-2025年1-4月中国电工仪器仪表产量统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 上市企业：威胜信息（688100）,林洋能源（601222）,三星医疗（601567）,海兴电力（603556）,许继电 气（000400）,平高电气（600312）,国电南自（600268）,*ST华仪（600290）,东方电子（000682）,科陆 电子（002121） 相关报告：智研咨询发布的《2025-2031年中国仪器仪表市场供需预测及未来发展趋势报告》 根据国家统计局数据显示：2025年4月中国电工仪器仪表产量为2428万台，同比下降9.4%；2025年1-4月 中国电工仪器仪表累计产量为8052.8万台，累计下降6.9%。 ...

Core Viewpoint - Anke Rui Electric Co., Ltd. has shown a positive stock performance with a year-to-date increase of 25.70% and a recent rise in share price, indicating strong market interest and potential growth in the energy management sector [1][2]. Financial Performance - For the first half of 2025, Anke Rui achieved a revenue of 539 million yuan, reflecting a year-on-year growth of 1.54%, while the net profit attributable to shareholders increased by 24.83% to 126 million yuan [2]. - Cumulative cash dividends since the A-share listing amount to 572 million yuan, with 229 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 2.39% to 13,800, with an average of 12,727 circulating shares per shareholder, a decrease of 2.31% [2]. - Notably, the seventh largest circulating shareholder, Nuoan Pioneer Mixed A, reduced its holdings by 214,550 shares [3]. Market Activity - On October 15, the stock price reached 25.33 yuan per share, with a trading volume of 56.24 million yuan and a turnover rate of 1.29%, indicating active trading [1]. - The net inflow of main funds was 2.69 million yuan, with large orders accounting for 15.73% of purchases [1]. Business Overview - Anke Rui specializes in the research, production, sales, and service of equipment and systems for energy efficiency management in medium and low voltage enterprises, with a revenue composition that includes power monitoring systems (41.94%) and energy management products (32.41%) [1]. - The company is categorized under the power equipment industry, specifically in grid equipment and electrical instruments [1].

10月15日，科陆电子盘中下跌2.10%，截至09:39，报8.86元/股，成交8398.39万元，换手率0.67%，总市 值147.15亿元。 资金流向方面，主力资金净流出435.42万元，特大单买入0.00元，占比0.00%，卖出376.07万元，占比 4.48%；大单买入1641.07万元，占比19.54%，卖出1700.42万元，占比20.25%。 科陆电子所属申万行业为：电力设备-电网设备-电工仪器仪表。所属概念板块包括：锂电池、电力物联 网、储能、智能电网、能源互联等。 截至6月30日，科陆电子股东户数6.99万，较上期减少8.55%；人均流通股20013股，较上期增加9.35%。 2025年1月-6月，科陆电子实现营业收入25.73亿元，同比增长34.66%；归母净利润1.90亿元，同比增长 579.14%。 分红方面，科陆电子A股上市后累计派现2.18亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年6月30日，科陆电子十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股2256.63万股，相比上期增加798.80万股。 责任编辑：小浪快报 科陆电子今年以来股价涨103 ...

10月14日，友讯达盘中上涨2.21%，截至13:56，报15.25元/股，成交9682.29万元，换手率4.03%，总市 值30.50亿元。 分红方面，友讯达A股上市后累计派现1.90亿元。近三年，累计派现1.30亿元。 资金流向方面，主力资金净流入40.49万元，特大单买入0.00元，占比0.00%，卖出256.04万元，占比 2.64%；大单买入2177.08万元，占比22.49%，卖出1880.56万元，占比19.42%。 责任编辑：小浪快报 友讯达所属申万行业为：电力设备-电网设备-电工仪器仪表。所属概念板块包括：虚拟电厂、智能电 网、电力物联网、智能家居、充电桩等。 截至9月30日，友讯达股东户数1.55万，较上期增加3.24%；人均流通股10319股，较上期减少3.14%。 2025年1月-6月，友讯达实现营业收入3.80亿元，同比减少25.34%；归母净利润5361.65万元，同比减少 38.25%。 友讯达今年以来股价涨7.85%，近5个交易日涨3.74%，近20日涨7.55%，近60日涨12.88%。 资料显示，深圳友讯达科技股份有限公司位于广东省深圳市南山区桃源街道龙光社区龙珠三路光前工 ...

Core Viewpoint - Haixing Electric's stock price has shown volatility, with a year-to-date decline of 19.33% but a recent recovery of 8.04% over the last five trading days, indicating potential investor interest and market dynamics [2]. Financial Performance - For the first half of 2025, Haixing Electric reported revenue of 1.924 billion yuan, a year-on-year decrease of 14.67%, and a net profit attributable to shareholders of 396 million yuan, down 25.74% compared to the previous year [3]. - The company has distributed a total of 2.303 billion yuan in dividends since its A-share listing, with 1.213 billion yuan distributed over the last three years [4]. Stock Market Activity - As of October 10, Haixing Electric's stock price was 29.28 yuan per share, with a trading volume of 1.08 billion yuan and a market capitalization of 14.238 billion yuan [1]. - The stock has seen significant trading activity, with a net inflow of 3.8394 million yuan from main funds and notable buying and selling from large orders [1]. Shareholder Information - As of June 30, the number of shareholders increased by 23.98% to 26,700, while the average circulating shares per person decreased by 19.34% to 18,183 shares [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fifth largest, holding 10.4255 million shares, a decrease of 3.8102 million shares from the previous period [4].