输配电及控制设备
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中国西电股价涨5.27%,中欧基金旗下1只基金位居十大流通股东,持有2200万股浮盈赚取1320万元
Xin Lang Cai Jing· 2026-01-13 06:22
Group 1 - China Xidian Electric Co., Ltd. experienced a stock price increase of 5.27%, reaching 11.99 CNY per share, with a trading volume of 3.665 billion CNY and a turnover rate of 6.34%, resulting in a total market capitalization of 61.459 billion CNY [1] - The company, established on April 30, 2008, and listed on January 28, 2010, specializes in the research, design, manufacturing, sales, testing, and engineering contracting of power transmission and distribution equipment [1] - The main revenue components of the company include transformers (43.67%), switches (37.56%), headquarters and trading business (8.26%), power engineering and electronics (3.53%), research and testing (3.28%), capacitors (2.58%), insulators and lightning arresters (0.97%), and secondary equipment (0.14%) [1] Group 2 - Among the top ten circulating shareholders of China Xidian, the fund "China Europe Times Pioneer Stock A" (001938) increased its holdings by 2 million shares in the third quarter, totaling 22 million shares, which represents 0.43% of the circulating shares [2] - The fund has achieved a year-to-date return of 4.19%, ranking 3396 out of 5517 in its category, and a one-year return of 68.11%, ranking 741 out of 4203 [2] - The fund manager, Zhou Weiwen, has a tenure of 19 years and 65 days, with a total fund asset size of 33.659 billion CNY and a best return of 605.04% during his tenure [3]
金盘科技股价跌5.07%,汇添富基金旗下1只基金重仓,持有15.85万股浮亏损失70.87万元
Xin Lang Cai Jing· 2026-01-13 05:48
1月13日,金盘科技跌5.07%,截至发稿,报83.70元/股,成交11.74亿元,换手率2.99%,总市值384.84 亿元。 资料显示,海南金盘智能科技股份有限公司位于海南省海口市南海大道168-39号,成立日期1997年6月3 日,上市日期2021年3月9日,公司主营业务涉及主要从事应用于新能源、高端装备、节能环保等领域的 输配电及控制设备产品的研发、生产和销售。主营业务收入构成为:输配电设备87.05%,储能系列 9.59%,光伏电站业务1.90%,安装工程业务0.73%,其他(补充)0.54%,数字化整体解决方案0.19%。 从基金十大重仓股角度 数据显示,汇添富基金旗下1只基金重仓金盘科技。汇添富新能源精选混合发起式A(017876)三季度 持有股数15.85万股,占基金净值比例为4.84%,位居第七大重仓股。根据测算,今日浮亏损失约70.87 万元。 汇添富新能源精选混合发起式A(017876)成立日期2023年3月17日,最新规模1.36亿。今年以来收益 2.58%,同类排名5814/8836;近一年收益59.43%,同类排名1589/8091;成立以来收益21.52%。 汇添富新能源精选混合 ...
望变电气:公司输配电产品毛利率趋势与同行一致
Zheng Quan Ri Bao Wang· 2026-01-07 13:43
证券日报网讯1月7日,望变电气(603191)在互动平台回答投资者提问时表示,输配电产品涉及电压等 级、变压器容量、运用场景、运用领域等诸多差异,因此输配电产品不同公司毛利率不同是正常状态; 但整体公司输配电产品毛利率趋势与同行一致。公司会在技术研发、制造工艺、质量控制、营销服务和 管理效率等方面不断努力,降本增效,争取股东利益最大化。 ...
江苏华辰股价跌1.04%,创金合信基金旗下1只基金重仓,持有3.9万股浮亏损失1.17万元
Xin Lang Cai Jing· 2025-12-31 01:57
Group 1 - Jiangsu Huachen's stock price has declined for four consecutive days, with a total drop of 5.56% during this period, currently trading at 28.43 CNY per share and a market capitalization of 4.675 billion CNY [1] - The company specializes in the research, production, and sales of power distribution and control equipment, with its main revenue sources being box-type substations (43.11%), dry-type transformers (28.78%), oil-immersed transformers (22.90%), electrical complete sets (3.26%), and others (1.95%) [1] Group 2 - The fund "Chuangjin Hexin Qifu Youxuan Stock Initiation A" holds 39,000 shares of Jiangsu Huachen, representing 1.66% of the fund's net value, making it the largest holding [2] - The fund has experienced a year-to-date return of 41.94% and ranks 1021 out of 4189 in its category, with a one-year return of 40.34% and a ranking of 916 out of 4188 [2] - The fund manager, Zhang Rong, has a tenure of over 10 years, with the best fund return during this period being 53.6% and the worst being -31.64% [2]
望变电气发布新一代40.5kV智能充气柜
Zheng Quan Shi Bao Wang· 2025-12-30 11:36
Core Viewpoint - The company has launched a new generation of gas-insulated metal-enclosed switchgear (C-GIS), the WBSG-40.5/1250-31.5SF6, which features systematic upgrades in core technologies and offers high reliability and intelligent distribution solutions for high-end markets such as renewable energy and data centers [1][2]. Group 1: Product Features - The WBSG-40.5 gas-insulated switchgear achieves breakthroughs in insulation, structure, and intelligence, utilizing a fully enclosed gas insulation system and advanced sealing and assembly techniques, ensuring long-term stable operation in harsh environments [1][2]. - The product's structural design reduces the footprint by over 70% compared to traditional air-insulated switchgear, enhancing space utilization for urban grid expansion and land-constrained renovation projects [1][2]. - The electrical performance includes a rated short-circuit breaking current of 31.5kA and withstand voltage levels that exceed industry standards, meeting the application needs of high-reliability scenarios such as renewable energy stations and rail transit power supply [2]. Group 2: Cost Management and Efficiency - The WBSG-40.5 is designed with a focus on lifecycle cost management, achieving systematic cost reductions in operation, maintenance, installation, and upgrades, with a fully enclosed structure that minimizes maintenance needs [2]. - Intelligent monitoring and early warning functions can reduce unplanned outages and fault troubleshooting frequency by over 80%, significantly saving labor costs and minimizing outage losses [2]. - The installation process is streamlined with a dual-direction cable connection design and standardized modular architecture, compressing the installation and debugging cycle by approximately 40% [2]. Group 3: Strategic Positioning - The product targets high-value sectors such as photovoltaic/wind power booster stations, grid automation renovation projects, and high-end industrial parks, having already entered the national grid procurement directory [2]. - The launch of WBSG-40.5 represents a strategic upgrade for the company from a "equipment supplier" to a "system solution partner," focusing on technology and service in a competitive market [2][3]. - The company aims to deepen its R&D investment in intelligent distribution and green electrical fields, supporting energy structure transformation and the construction of new power systems, thereby driving high-quality industry development [3].
许继电气成立柔性电力装备公司
Zheng Quan Shi Bao Wang· 2025-12-30 08:25
Group 1 - The establishment of Henan Xuchiji Flexible Power Equipment Co., Ltd. has been reported, which is fully owned by Xuchiji Electric (000400) [1] - The company's business scope includes manufacturing and sales of power distribution and control equipment, smart power distribution and control equipment, transformers, rectifiers, inductors, and refrigeration and air conditioning equipment [1]
中国西电股价跌1.09%,南方基金旗下1只基金位居十大流通股东,持有2981.22万股浮亏损失298.12万元
Xin Lang Cai Jing· 2025-12-30 05:11
Group 1 - China XD Electric Co., Ltd. experienced a stock price decline of 1.09%, trading at 9.11 yuan per share, with a total transaction volume of 526 million yuan and a turnover rate of 1.12%, resulting in a total market capitalization of 46.697 billion yuan [1] - The company's stock has fallen for four consecutive days, with a cumulative decline of 5.05% during this period [1] - The company, established on April 30, 2008, and listed on January 28, 2010, specializes in the research, design, manufacturing, sales, testing, and engineering contracting of power transmission and distribution equipment [1] Group 2 - The main revenue components of China XD Electric include transformers (43.67%), switches (37.56%), headquarters and trading business (8.26%), power engineering and electronics (3.53%), research and testing (3.28%), capacitors (2.58%), insulators and lightning arresters (0.97%), and secondary equipment (0.14%) [1] - Among the top ten circulating shareholders, a fund under Southern Fund holds shares in China XD Electric, having reduced its holdings by 627,900 shares to 29.8122 million shares, representing 0.58% of the circulating shares [2] - The Southern CSI 500 ETF (510500) has incurred a floating loss of approximately 2.9812 million yuan today and a total floating loss of 14.608 million yuan during the four-day decline [2]
中电鑫龙:相关智能型高低压输配电设备产品已广泛应用于北京首都机场等机场项目
Zheng Quan Ri Bao· 2025-12-29 09:41
Core Viewpoint - The company, China Electric Xindong, has established itself as a professional provider of various intelligent power distribution and transmission equipment, offering a comprehensive range of solutions in automation, power electronics, and power services [2] Group 1: Company Overview - The company specializes in the production of intelligent power distribution and transmission equipment, as well as high and low voltage components [2] - The products have achieved four key characteristics: digitalization, intelligence, miniaturization, and human-machine interaction [2] - The company’s offerings also encompass four remote capabilities: remote measurement, remote signaling, remote adjustment, and remote control [2] Group 2: Application and Market Presence - The intelligent high and low voltage power distribution equipment has been widely applied in major airport projects, including Beijing Capital International Airport, Kunming Changshui International Airport, and Nanjing Lukou International Airport [2]
金盘科技股价涨5.16%,宏利基金旗下1只基金重仓,持有4015股浮盈赚取1.8万元
Xin Lang Cai Jing· 2025-12-24 02:44
Group 1 - The core viewpoint of the news is that Jinpan Technology's stock has seen a significant increase of 5.16%, reaching a price of 91.56 yuan per share, with a trading volume of 1.035 billion yuan and a turnover rate of 2.50%, resulting in a total market capitalization of 42.098 billion yuan [1] - Jinpan Technology, established on June 3, 1997, and listed on March 9, 2021, specializes in the research, production, and sales of power distribution and control equipment products, primarily serving the fields of new energy, high-end equipment, and energy conservation and environmental protection [1] - The company's main business revenue composition includes: power distribution equipment at 87.05%, energy storage series at 9.59%, photovoltaic power station business at 1.90%, installation engineering business at 0.73%, other (supplementary) at 0.54%, and digital overall solutions at 0.19% [1] Group 2 - From the perspective of major fund holdings, Manulife Fund has one fund heavily invested in Jinpan Technology, specifically the Manulife Chuangyi Mixed A (001418), which held 4,015 shares in the third quarter, accounting for 0.41% of the fund's net value, ranking as the seventh largest holding [2] - The Manulife Chuangyi Mixed A (001418) was established on June 16, 2015, with a latest scale of 10.1743 million. The fund has achieved a year-to-date return of 2.69%, ranking 7315 out of 8088 in its category, and a one-year return of 2.69%, ranking 7301 out of 8058 [2]
江苏华辰变压器股份有限公司第三届董事会第二十三次会议决议公告
Shang Hai Zheng Quan Bao· 2025-12-22 19:58
Group 1 - The company held its 23rd meeting of the third board of directors on December 22, 2025, where it approved the adjustment of the reserved grant price for the 2024 restricted stock incentive plan from 12.45 yuan/share to 12.25 yuan/share [3][40][46] - The board also approved the granting of 715,000 shares of restricted stock to 23 eligible incentive objects at the adjusted price of 12.25 yuan/share, with the grant date set for December 22, 2025 [6][11][20] - The board confirmed that the conditions for granting the reserved shares had been met, and the decision was made in compliance with relevant regulations [18][24][46] Group 2 - The company reported a revenue of 1,443.31 million yuan for the first three quarters of 2025, representing a 37.46% increase compared to the same period last year, indicating strong growth potential [30][31] - The company is focusing on enhancing its core business in power distribution and control equipment, aiming to provide efficient and intelligent power solutions [30][31] - The company has implemented a cash dividend policy, distributing a total of 88.89 million yuan over the past three years, which accounts for 87.62% of the average net profit during that period [32][36] Group 3 - The company is actively pursuing a smart manufacturing transformation, integrating new information technologies with manufacturing processes to enhance production efficiency and product quality [32][33] - The company has established a three-tier ESG governance structure to promote sustainable development and create long-term value for stakeholders [35][36] - The company has made significant adjustments to its governance structure, including the cancellation of the supervisory board, to enhance operational compliance and decision-making effectiveness [34][36]