格隆汇11月28日丨英威腾(002334.SZ)在投资者互动平台表示，目前公司基于技术积累正跟进及推动数 据中心高压直流HVDC研发布局。 ...

鑫元鑫趋势A（004944）基金经理为刘宇涛。 截至发稿，刘宇涛累计任职时间3年71天，现任基金资产总规模15.52亿元，任职期间最佳基金回报 32.58%， 任职期间最差基金回报-4.87%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 11月28日，四方股份涨5.07%，截至发稿，报27.34元/股，成交3.75亿元，换手率1.71%，总市值227.80 亿元。 资料显示，北京四方继保自动化股份有限公司位于北京市海淀区上地信息产业基地四街9号，成立日期 1994年4月8日，上市日期2010年12月31日，公司主营业务涉及继电保护、电网自动化及发电厂自动化产 品的研发、生产、销售和技术服务。主营业务收入构成为：电厂及工业自动化49.82%，电网自动化 42.94%，其他7.09%，房屋租赁、技术服务、材料销售等0.15%。 从基金十大重仓股角度 数据显示，鑫元基金旗下1只基金重仓四方股份。鑫元鑫趋势A（004944）三季度持有股数13万股，占 基金净值比例为2.03 ...

November 27, 2025 07:23 AM GMT Capital Goods | Europe 800vDC: Potential paradigm shift to data center power architecture, but jury still out on which player will emerge strongest Key Takeaways Backdrop: 800vDC (*vDC = voltage direct current) refers to a new data center power architecture that is currently being mapped out for future AI data centers using the Nvidia Vera Rubin GPUs. Right now, AI server racks are around ~50kw to ~200 kw/rack of power consumption. However, with Vera Rubin servers, this is loo ...

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Significant Losses In Nidec To Contact Him Directly To Discuss Their OptionsIf you suffered significant losses in Nidec stock or options and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information]New York, New York--(Newsfile Corp. - November 27, 2025) - Faruqi & Faruqi, L ...

天眼查App显示，近日，苏州正辰电气科技有限公司成立，法定代表人为樊昌恒，注册资本100万人民 币，经营范围为一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；电气设 备销售；机械设备研发；机械电气设备销售；电子专用设备销售；电子元器件与机电组件设备销售；机 械设备销售；五金产品零售；五金产品批发；五金产品研发；电子产品销售；计算机软硬件及辅助设备 批发；计算机软硬件及辅助设备零售；通讯设备销售；移动通信设备销售；风动和电动工具销售；照明 器具销售；电器辅件销售；半导体照明器件销售；办公用品销售；阀门和旋塞销售；阀门和旋塞研发； 电子测量仪器销售；智能仪器仪表销售；实验分析仪器销售；电线、电缆经营；仪器仪表销售；货物进 出口；技术进出口（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

天眼查App显示，近日，徐州经济技术开发区锐电电气经营部（个体工商户）成立，法定代表人为范西 良，注册资本10万人民币，经营范围为一般项目：配电开关控制设备销售；电力电子元器件销售；电力 测功电机销售；电线、电缆经营；非电力家用器具销售；电力电子元器件制造；先进电力电子装置销 售；机械电气设备制造；配电开关控制设备制造；终端计量设备销售；仪器仪表修理；仪器仪表销售； 电工仪器仪表制造；电工仪器仪表销售；金属切割及焊接设备销售；制冷、空调设备销售；橡胶制品销 售；灯具销售；互联网销售（除销售需要许可的商品）；汽车零配件零售；摩托车及零配件零售；智能 输配电及控制设备销售；信息技术咨询服务；信息咨询服务（不含许可类信息咨询服务）；通讯设备销 售（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Core Insights - Powell Industries is a leading provider of specialized electrical equipment and systems, focusing on complex industrial and energy markets globally, leveraging engineering expertise and a broad product portfolio to deliver tailored solutions for power distribution and control needs [1][2] Company Overview - The primary customers of Powell Industries operate in sectors such as oil and gas, petrochemical, LNG, mining, utility, transportation, and heavy industrial [2] - The company generates revenue through integrated electrical distribution, control, and monitoring products, along with value-added services like installation, commissioning, and system retrofits [2] Financial Performance - As of the latest market close, shares of Powell Industries were priced at $282.05, remaining roughly flat over the past year, while the S&P 500 increased by 11% during the same period [3] - Powell Industries reported a record year, with fourth-quarter earnings per share rising by 12% to $4.22 and full-year net income increasing by 21% to $180.7 million [6] - The company's backlog stands at $1.4 billion, indicating strong future demand [6] - Fourth-quarter revenue grew by 8%, and gross margin expanded to 31.4%, with the company ending the year with $476 million in cash and short-term investments [7] Recent Developments - Vision One Management Partners disclosed a new position in Powell Industries, acquiring 23,591 shares valued at approximately $7.2 million during the third quarter, representing 4.5% of Vision One's reportable U.S. equity holdings [4][5] - This new position indicates Vision One's confidence in Powell Industries' long-term business durability and potential for growth [6]

新华财经北京11月21日电（胡晨曦）科创50指数11月21日早间低开，指数全天震荡调整，最终大幅收 跌。至收盘时，科创50指数报1285.83点，跌幅3.19%，指数振幅为2.17%，总成交额约560.3亿元。 11月21日，科创综指全日收跌3.75%，收于1503.36点，总成交额约1726亿元。 个股表现方面，禾信仪器、品高股份涨停，涨幅靠前；普冉股份跌12.96%，跌幅居首。 成交额方面，寒武纪成交额91.8亿元，位居首位；ST观典成交额1414万元，位居末位。 换手率方面，恒坤新材换手率为46.22%，位居首位；龙腾光电换手率为0.28%，位居末位。 （文章来源：新华财经） 从盘面来看，科创板593只个股普遍下跌，高价股、低价股均多数下跌。细分领域来看，除少数电气设 备股、专用机械股以及个别通信设备股、生物制药股等有所上涨，其余细分领域个股均呈普跌态势。 经新华财经统计，11月21日，科创板593只个股平均跌幅3.98%，平均换手率2.77%，合计成交额1726亿 元，平均振幅为5.61%。 ...

November 20, 2025 Fourth Quarter 2025 Earnings Presentation and Business Update Cautionary Statements This presentation is provided for general informational purposes only and it does not include every item which may be of interest, nor does it purport to present full and fair disclosure with respect to Atkore Inc. (the "Company" or "Atkore") or its operational and financial information. Atkore expressly disclaims any current intention to update any forward-looking statements contained in this presentation ...

Key Takeaways from the Conference Call Industry Overview - The conference focused on the industrial and materials sector, particularly in relation to data center cooling technologies and solutions. Key companies discussed include nVent Electric, Vertiv, Eaton Corp, Jabil, Motivair, Modine, and Dover. Core Insights 1. **Strong Demand** Companies reported robust backlog coverage and bookings extending into 2027 and 2028, indicating a strong demand for their products and services [1][2][3] 2. **Shift to Pre-fabricated Solutions** There is a notable shift towards pre-fabricated solutions that can significantly reduce installation times from weeks to as little as one day, addressing labor shortages and coordination challenges on-site [2][3] 3. **Importance of Services** Services, particularly in liquid cooling, are critical. Companies are leveraging AI and digital capabilities to enhance service delivery through data-driven approaches rather than traditional time-based schedules [3][4] 4. **Emergence of 800V Technology** Several companies showcased 800V technology, aligning with future silicon roadmaps, which is expected to support advanced applications like AI [3][4] 5. **Future Cooling Technologies** - Mixed opinions on two-phase cooling technology, with some seeing it as a long-term opportunity (3-7 years out) while others cite challenges [4] - Modine introduced a stainless steel chiller aimed at improving reliability and efficiency in cooling systems [4] - Immersion cooling is viewed as a niche market for the next few years [4] Company-Specific Insights nVent Electric - **Liquid Cooling Inflection Point** The company is capitalizing on the shift from air cooling to liquid cooling, with a portfolio of 10 new products and enhancements to existing solutions [9][10] - **Alignment with Hyperscalers** nVent is closely working with NVIDIA and AMD to ensure its cooling solutions align with new chip releases through 2030 [11] - **Integrated Solutions** The company is moving from selling components to providing full solutions, exemplified by their Technology Cooling System (TCS) [13] Vertiv - **Technological Innovations** Vertiv is focusing on 800V technology and has developed pre-fabricated solutions that significantly reduce installation complexity and time [17][18] - **Service Capabilities** The company has a large service team and is utilizing AI for maintenance and service scheduling, enhancing its service offerings [19] Eaton Corp - **Next-Generation DC Architecture** Eaton is developing a new DC architecture aligned with NVIDIA's 800V systems, targeting high-density power solutions [23][24] - **Scalability and Efficiency** The company emphasizes the scalability of its DC systems and aims to improve efficiency through reduced power conversion [25] Jabil - **Cold Plate Technology** Jabil's cold plate technology supports liquid cooling effectively, with expectations for continued industry relevance [30] Motivair - **Capacity Expansion** Motivair is aggressively expanding its manufacturing capabilities to meet demand, with a focus on prefabricated modular cooling solutions [34][37] Modine - **Innovative Chillers** Modine's new stainless steel chiller enhances system reliability and is designed to support liquid cooling without the need for in-row CDUs [39] Dover - **Strategic Focus** Dover's CPC division is expanding capacity and expects revenues from data centers to exceed $100 million in 2025, driven by a focus on high-reliability connectors [41][42] Risks and Valuation - **Valuation Ratings** - nVent Electric: Buy, price target of $140 [14] - Vertiv: Buy, price target of $182 [20] - Jabil: Buy, price target of $252 [32] - Dover: Buy, price target of $218 [45] - **Key Risks** Risks include potential deceleration in growth, pricing pressures, and challenges in maintaining margins due to competitive pressures and market dynamics [14][21][32][45]