从基金十大重仓股角度 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。 数据显示，金信基金旗下1只基金重仓新雷能。金信景气优选混合A（018375）三季度减持2000股，持 有股数1.19万股，占基金净值比例为3.83%，位居第五大重仓股。根据测算，今日浮盈赚取约1.93万 元。 责任编辑：小浪快报 金信景气优选混合A（018375）成立日期2023年11月2日，最新规模220.48万。今年以来收益5.94%，同 类排名546/8823；近一年收益39.89%，同类排名3098/8083；成立以来收益51.74%。 1月7日，新雷能涨5.22%，截至发稿，报32.68元/股，成交13.59亿元，换手率9.71%，总市值177.29亿 元。 金信景气优选混合A（018375）基金经理为杨超。 资料显示，北京新雷能科技股份有限公司位于北京市昌平区科技园区双营中路139号院1号楼，成立日期 1997年6月11日，上市日期2017年1月13日，公司主营业务涉及定位于模块电源、定制电 ...

融资方面，新雷能当日融资买入1.56亿元。当前融资余额5.87亿元，占流通市值的3.48%，融资余额超 过近一年90%分位水平，处于高位。 融券方面，新雷能1月6日融券偿还1.08万股，融券卖出1500.00股，按当日收盘价计算，卖出金额4.66万 元；融券余量13.60万股，融券余额422.33万元，超过近一年90%分位水平，处于高位。 1月6日，新雷能涨4.72%，成交额15.49亿元。两融数据显示，当日新雷能获融资买入额1.56亿元，融资 偿还1.44亿元，融资净买入1232.41万元。截至1月6日，新雷能融资融券余额合计5.91亿元。 分红方面，新雷能A股上市后累计派现1.70亿元。近三年，累计派现1.04亿元。 机构持仓方面，截止2025年9月30日，新雷能十大流通股东中，华夏军工安全混合A（002251）位居第 二大流通股东，持股2590.07万股，相比上期增加447.00股。香港中央结算有限公司位居第五大流通股 东，持股884.71万股，为新进股东。华夏优势增长混合（000021）位居第十大流通股东，持股600.01万 股，相比上期减少103.49万股。长信国防军工量化混合A（002983）退出 ...

Market Overview - The other power equipment sector increased by 1.72% on January 5, with China Power leading the gains [1] - The Shanghai Composite Index closed at 4023.42, up 1.38%, while the Shenzhen Component Index closed at 13828.63, up 2.24% [1] Stock Performance - China Power (600482) closed at 21.81, up 5.36% with a trading volume of 508,100 shares and a transaction value of 1.095 billion [1] - Other notable performers include: - Euro Continental (300870) at 230.10, up 4.12%, with a transaction value of 1.274 billion [1] - Tonghe Technology (300491) at 26.14, up 4.02%, with a transaction value of 206 million [1] - Keti Data (002335) at 57.56, up 3.66%, with a transaction value of 1.859 billion [1] Capital Flow - The other power equipment sector experienced a net outflow of 435 million from institutional investors, while retail investors saw a net inflow of 383 million [2] - The capital flow for specific stocks includes: - China Power (600482) had a net inflow of 26.41 million from retail investors but a net outflow of 58.67 million from institutional investors [3] - Rongfa Nuclear Power (002366) had a net inflow of 55.70 million from institutional investors but a net outflow of 42.01 million from retail investors [3]

每经AI快讯，有投资者在投资者互动平台提问：公司最近股价一直很萎靡，有计划回购股份吗？以及 有拓展新方向的业务吗？ 英杰电气（300820.SZ）1月5日在投资者互动平台表示，公司于2025年7月24日届满的股份回购计划已经 完成，相关情况已按规定履行信息披露义务，具体内容详见公司发布的专项公告。截至目前，公司暂无 新的股份回购计划。 在主营业务拓展方面，公司持续深耕电源应用领域，2025年又形成了一些新行业 的市场突破，比如高端冶金行业用电源、医疗设备用电源于2025年度都实现了销量显著增长，成为公司 业务新的增长点。上述新行业的业务突破已逐步反映到公司经营业绩中，但由于市场拓展、产能爬坡及 成本分摊需要一定周期，这些新业务对公司利润形成显著贡献尚需时日。 （记者 张喜威） ...

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 有投资者在互动平台向英杰电气提问："董秘你好，麻烦问下公司最近股价一直很萎靡，有计划回购股 份吗？以及有拓展新方向的业务吗？" 针对上述提问，英杰电气回应称："您好，公司于2025 年 7 月 24 日届满的股份回购计划已经完成，相 关情况已按规定履行信息披露义务，具体内容详见公司发布的专项公告。截至目前，公司暂无新的股份 回购计划。 在主营业务拓展方面，公司持续深耕电源应用领域，2025年又形成了一些新行业的市场突 破，比如高端冶金行业用电源、医疗设备用电源于2025年度都实现了销量显著增长，成为公司业务新的 增长点。上述新行业的业务突破已逐步反映到公司经营业绩中，但由于市场拓展、产能爬坡及成本分摊 需要一定周期，这些新业务对公司利润形成显著贡献尚需时日，谢谢您的关注。" 来源：市场资讯 ...

2025年12月31日中恒电气（002364）公告，公司实际控制人朱国锭收到浙江省杭州市中级人民法院出具 的《刑事判决书》，因犯操纵证券市场罪，被判处有期徒刑三年，缓刑四年，并处罚金人民币一百万 元。 早在2020年8月20日，中恒电气披露公告显示，时任公司董事长的朱国锭因涉嫌操纵股价，被中国证券 监督管理委员会立案调查。2021年10月27日，公司发布2021-40号公告，告知投资者朱国锭收到杭州市 公安局出具的《取保候审决定书》，相关部门决定对其采取取保候审措施。 直至2025年末，杭州市中级人民法院对该案开庭审理并作出一审判决，认定朱国锭犯操纵证券市场罪， 依法作出上述刑罚裁决。公告中未详细披露操纵股价的具体操作细节、涉及的交易金额、影响的股价波 动范围等具体情况。 相关资料显示，中恒电气因信披违规、蹭热点等问题一年内收到5份监管文件，包括浙江证监局警示 函、深交所通报批评等。例如2020年初蹭"特斯拉概念"热点，宣称与特斯拉在充电桩领域合作，但实际 业务关联微弱，被深交所认定为误导性陈述。2020年8月12日至17日，朱国锭及其配偶包晓茹通过集中 竞价交易减持563.56万股，套现约8225万元，减持 ...

Core Insights - The A-share market in 2025 has seen significant stock performance, with the top ten stocks achieving remarkable gains, led by Shangwei New Materials with an increase of 1820.28% [1][2] - Shangwei New Materials has issued a risk warning, stating that its intelligent robot business is still in the product development stage and has not yet achieved mass production or sales, which is expected to have no positive impact on its 2025 performance [1] Group 1: Top Performing Stocks - Shangwei New Materials (688585) has a year-to-date increase of 1820.28%, with a market capitalization of 514 billion and a price-to-book ratio of 38.52 [2] - Tianpu Co., Ltd. (605255) has seen a rise of 1645.35%, with a market capitalization of 292 billion and a price-to-book ratio of 36.23 [2] - Haibo Sichuang (688411) has increased by 1208.72%, with a market capitalization of 450 billion and a price-to-book ratio of 10.05 [2] - ST Yushun (*ST宇顺) has a gain of 719.38%, with a market capitalization of 81.75 billion and a price-to-book ratio of 37.36 [2] - Jiangnan New Materials (603124) has risen by 654.12%, with a market capitalization of 115 billion and a price-to-book ratio of 6.40 [2] - ST Yazhen (*ST亚振) has increased by 636.70%, with a market capitalization of 119 billion and a price-to-book ratio of 50.73 [2] - Shenghong Technology (300476) has seen a rise of 586.02%, with a market capitalization of 2503 billion and a price-to-book ratio of 16.50 [2] - Feiwo Technology (301232) has increased by 581.66%, with a market capitalization of 127 billion and a price-to-book ratio of 8.97 [2] - Filinger (603226) has risen by 568.50%, with a market capitalization of 112 billion and a price-to-book ratio of 12.38 [2] - Ding Tai High-Tech (301377) has increased by 567.15%, with a market capitalization of 570 billion and a price-to-book ratio of 22.88 [2]

Investment Rating - The report initiates coverage with a "Buy" rating for the company [2][8] Core Views - The company has a solid foundation in UPS and is expected to experience high growth driven by AIDC power and energy storage [5][7] - The data center business is the core foundation, with UPS sales achieving the top position among domestic brands for 24 consecutive years [7][10] - The company is well-positioned to benefit from the AI server and new energy industry boom, with projected revenues of 51.48 billion, 63.82 billion, and 79.65 billion yuan for 2025-2027 [8][10] Financial Data and Profit Forecast - Total revenue forecast for 2025 is 51.48 billion yuan, with a year-on-year growth rate of 23.8% [6] - Net profit attributable to shareholders is expected to reach 7.47 billion yuan in 2025, reflecting a significant year-on-year growth of 89.4% [6] - The company’s earnings per share (EPS) is projected to be 1.28 yuan in 2025, with a price-to-earnings (PE) ratio of 38 [6][8] Business Segments - The company has established a dual growth path with a robust basic plate in UPS and high growth in energy storage [5][7] - The energy storage segment is expected to expand significantly, driven by collaboration with CATL and demand from the SolarEdge ODM channel [7][10] - The company’s product line includes UPS, power modules, energy storage inverters, and charging modules, catering to data centers and new energy sectors [5][19] Market Position and Competitive Advantage - The company has a mature manufacturing system and a long-standing presence in the power electronics industry, with approximately 50% of its market share coming from overseas [5][10] - The company is recognized for its ability to provide ODM solutions to overseas cloud manufacturers and equipment suppliers, enhancing its competitive edge [10][47] - The company has been ranked among the top five UPS suppliers globally for five consecutive years, indicating strong market positioning [47]

Market Overview - The other power equipment sector declined by 0.65% compared to the previous trading day, with Oulutong leading the decline [1] - The Shanghai Composite Index closed at 3965.12, down 0.0%, while the Shenzhen Component Index closed at 13604.07, up 0.49% [1] Stock Performance - Notable gainers in the other power equipment sector included: - ST Yishite (300376) with a closing price of 6.67, up 3.41% on a trading volume of 390,900 shares and a transaction value of 258 million [1] - Kewai Data (002335) closed at 56.75, up 2.31% with a transaction value of 1.713 billion [1] - Maigemeite (002851) closed at 89.26, up 1.28% with a transaction value of 1.612 billion [1] - Conversely, Oulutong (300870) saw a significant drop of 5.99%, closing at 218.96 with a transaction value of 1.631 billion [2] - Other notable decliners included: - New Funeng (300593) down 5.55% to 29.42 with a transaction value of 1.44 billion [2] - Jinshi Technology (002951) down 5.00% to 15.39 with a transaction value of 215 million [2] Capital Flow - The other power equipment sector experienced a net outflow of 468 million from institutional investors, while retail investors saw a net inflow of 271 million [2] - The capital flow for specific stocks showed: - Zhongheng Electric (002364) had a net inflow of 41.43 million from institutional investors [3] - Maigemeite (002851) saw a net inflow of 19.90 million from institutional investors but a net outflow of 42.24 million from retail investors [3] - Kewai Data (002335) had a net inflow of 19.01 million from institutional investors [3]

新京报贝壳财经讯 12月29日，欧陆通发布公告称，公司控股股东南京王越科王创业投资合伙企业（有 限合伙）（简称"王越科王"）计划，自公告披露之日起十五个交易日后的三个月内以大宗交易方式减持 公司股份合计不超210万股（占公司总股本比例不超过1.91%）。王越科王为公司控股股东之一，本次 减持不会导致上市公司控制权发生变更，不会对公司治理结构及持续性经营产生影响。 ...