四方股份所属申万行业为：电力设备-电网设备-电网自动化设备。所属概念板块包括：航天军工、军民 融合、IDC概念（数据中心）、基金重仓、特高压等。 截至9月30日，四方股份股东户数3.38万，较上期减少14.71%；人均流通股24274股，较上期增加 17.34%。2025年1月-9月，四方股份实现营业收入61.32亿元，同比增长20.39%；归母净利润7.04亿元， 同比增长15.57%。 12月26日，四方股份盘中下跌2.15%，截至09:35，报32.34元/股，成交9248.86万元，换手率0.35%，总 市值269.45亿元。 分红方面，四方股份A股上市后累计派现40.00亿元。近三年，累计派现15.99亿元。 资金流向方面，主力资金净流出845.90万元，特大单买入0.00元，占比0.00%，卖出517.68万元，占比 5.60%；大单买入1992.88万元，占比21.55%，卖出2321.09万元，占比25.10%。 四方股份今年以来股价涨99.14%，近5个交易日涨9.81%，近20日涨15.42%，近60日涨77.50%。 今年以来四方股份已经2次登上龙虎榜，最近一次登上龙虎榜为11月5日，当 ...

资金流向方面，主力资金净流出2778.49万元，特大单买入277.16万元，占比1.22%，卖出2078.84万元， 占比9.13%；大单买入3617.14万元，占比15.88%，卖出4593.95万元，占比20.17%。 智光电气所属申万行业为：电力设备-电网设备-电网自动化设备。所属概念板块包括：第三代半导体、 半导体、芯片概念、碳化硅、特高压等。 截至12月19日，智光电气股东户数5.49万，较上期减少6.08%；人均流通股13821股，较上期增加 6.47%。2025年1月-9月，智光电气实现营业收入25.07亿元，同比增长32.03%；归母净利润-5126.58万 元，同比增长63.67%。 分红方面，智光电气A股上市后累计派现6.27亿元。近三年，累计派现2.20亿元。 责任编辑：小浪快报 12月25日，智光电气盘中下跌2.00%，截至09:53，报10.27元/股，成交2.28亿元，换手率2.89%，总市值 80.38亿元。 智光电气今年以来股价涨69.19%，近5个交易日涨20.12%，近20日涨30.83%，近60日涨42.64%。 今年以来智光电气已经1次登上龙虎榜，最近一次登上龙虎榜为1 ...

Core Viewpoint - Nanfang Electric Power Technology Co., Ltd. (南网科技) has experienced a stock price decline of 2.02% on December 23, with a current price of 43.55 CNY per share and a total market capitalization of 24.593 billion CNY. The company has seen a year-to-date stock price increase of 36.84% [1] Financial Performance - For the period from January to September 2025, Nanfang Electric reported a revenue of 2.099 billion CNY, a year-on-year decrease of 0.51%, while the net profit attributable to shareholders was 287 million CNY, reflecting a year-on-year increase of 2.52% [2] - The company has distributed a total of 443 million CNY in dividends since its A-share listing, with 395 million CNY distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Nanfang Electric was 9,626, a decrease of 13.69% from the previous period. The average number of circulating shares per person increased by 15.86% to 23,727 shares [2] - The top ten circulating shareholders include various ETFs, with notable positions held by E Fund National Robot Industry ETF and Huaxia CSI Robot ETF, indicating a diversified institutional interest [3] Business Overview - Nanfang Electric specializes in clean energy technology and next-generation information technology, providing comprehensive solutions that include "technical services + smart devices." The main revenue sources are testing and commissioning services (31.99%), energy storage system technology services (23.42%), and smart distribution and power supply equipment (21.51%) [1]

12月23日，新风光盘中下跌2.12%，截至10:21，报39.30元/股，成交2014.42万元，换手率0.36%，总市 值55.56亿元。 资金流向方面，主力资金净流出169.65万元，特大单买入0.00元，占比0.00%，卖出249.42万元，占比 12.38%；大单买入635.42万元，占比31.54%，卖出555.64万元，占比27.58%。 新风光今年以来股价涨86.09%，近5个交易日跌3.37%，近20日跌4.93%，近60日涨4.60%。 资料显示，新风光电子科技股份有限公司位于山东省汶上县经济开发区金成路中段路北，成立日期2004 年8月10日，上市日期2021年4月13日，公司主营业务涉及大功率电力电子节能控制技术及相关产品研 发、生产、销售和服务。主营业务收入构成为：电能质量监测与治理类48.09%，电机驱动与控制类 27.37%，储能系统14.05%，煤矿智能控制装备4.13%，其他4.01%，高端变流器类1.67%，其他(补 充)0.68%。 截至12月10日，新风光股东户数6702.00，较上期增加10.25%；人均流通股21095股，较上期减少 9.30%。2025年1月-9月 ...

12月22日，国电南自盘中上涨2.22%，截至13:36，报10.61元/股，成交1.70亿元，换手率1.60%，总市值 107.78亿元。 资金流向方面，主力资金净流入543.71万元，特大单买入816.43万元，占比4.80%，卖出592.18万元，占 比3.48%；大单买入3577.16万元，占比21.04%，卖出3257.70万元，占比19.16%。 国电南自所属申万行业为：电力设备-电网设备-电网自动化设备。所属概念板块包括：超超临界发电、 虚拟电厂、风能、能源互联、燃气轮机等。 截至9月30日，国电南自股东户数6.19万，较上期增加70.86%；人均流通股16334股，较上期减少 41.47%。2025年1月-9月，国电南自实现营业收入63.08亿元，同比增长13.89%；归母净利润2.11亿元， 同比增长100.86%。 分红方面，国电南自A股上市后累计派现10.44亿元。近三年，累计派现2.68亿元。 机构持仓方面，截止2025年9月30日，国电南自十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股5570.78万股，相比上期减少1534.20万股。招商量化精选股票发起式A（001 ...

Core Viewpoint - Colin Electric's stock price has experienced fluctuations, with a year-to-date increase of 25.84% but a recent decline in the last five trading days by 2.47% [1] Group 1: Company Overview - Colin Electric, established on February 12, 2000, and listed on April 14, 2017, is located in Shijiazhuang, Hebei Province, specializing in smart grid business, including research, production, sales, and technical services of various electrical equipment [1] - The company's revenue composition includes: low and high voltage switches and complete sets of equipment (51.78%), smart grid substation equipment (18.62%), smart grid distribution equipment (10.45%), smart grid power consumption equipment (9.15%), others (5.40%), new energy (3.75%), and other supplementary (0.84%) [1] Group 2: Financial Performance - For the period from January to September 2025, Colin Electric achieved operating revenue of 3.216 billion yuan, representing a year-on-year growth of 23.63%, and a net profit attributable to shareholders of 217 million yuan, with a year-on-year increase of 45.90% [2] - Since its A-share listing, Colin Electric has distributed a total of 405 million yuan in dividends, with 226 million yuan distributed over the past three years [3] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders of Colin Electric reached 15,700, an increase of 33.86% compared to the previous period, while the average circulating shares per person decreased by 25.29% to 25,710 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the newest shareholder, holding 3.2911 million shares [3]

随着AI算力需求激增，美国电网的脆弱性进一步凸显。此前，微软首席执行官纳德拉近期在BG2播客中 表示，尽管市场对AI芯片的需求持续高涨，但微软当前面临的并非算力过剩，而是数据中心的供电和 物理空间已接近极限，导致大量 AI 芯片只能滞留在库存中，无法通电运行。纳德拉认为，当前真正的 瓶颈并非芯片供应，而在于"电力供给"。 华泰证券表示，以变压器为代表的一次设备出海逻辑仍然强势，无论主网、配网，从订单及收入来看仍 然呈现高速增长态势。展望后续，高电压等级电网设备的紧缺更具备持续性。 电网设备ETF（159326）是全市场唯一跟踪中证电网设备主题指数的ETF，从申万三级行业分类上看， 指数成分股的行业分布以输变电设备、电网自动化设备、线缆部件及其他、通信线缆及配套、配电设备 为主，拥有较强的代表性。特高压权重占比高达65%，全市场最高。 （文章来源：每日经济新闻） 12月10日，临近尾盘，A股三大指数集体拉升，深指和创业板指先后翻红，全市场唯一的电网设备ETF （159326）午后持续拉升。截至14:41，涨幅0.14%，成交额达2.18亿元，持仓股智光电气、华菱线缆、 伊戈尔、中天科技、远东股份等股涨幅居前。 ...

12月10日，A股三大指数集体回调，电网设备板块盘中触底回升，截止11点13分，全市场唯一的电 网设备ETF（159326）跌幅收窄至0.9%，成交额达1.35亿元，持仓股华菱线缆涨停，智光电气、远东股 份、中天科技等股跟涨。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 电网设备ETF已连续9个交易日获资金净流入，合计"吸金"达6.54亿元，最新规模25.85亿元，创成 立以来新高。 华尔街金融巨头花旗近日发布研报称，随着AI数据中心繁荣式扩张和全球电气化进程加速推进， 推动全球范围电力需求指数级扩张，未来电力资源供给可能将成为制约AI数据中心加速扩张甚至全球 AI技术发展的"最核心瓶颈"，而变压器与大规模储能系统可能将成关键瓶颈资产。 电网设备ETF（159326）是全市场唯一跟踪中证电网设备主题指数的ETF，从申万三级行业分类上 看，指数成分股的行业分布以输变 ...

Company Overview - Zhiguang Electric is located in Guangzhou, Guangdong Province, established on April 9, 1999, and listed on September 19, 2007. The company specializes in cable research, production, and sales, as well as comprehensive energy services, electrical products, and electricity services. The main business revenue composition is 82.39% from digital energy technology and products, and 17.61% from comprehensive energy services [1][2]. Stock Performance - As of December 3, Zhiguang Electric's stock price increased by 2.05%, reaching 8.46 CNY per share, with a trading volume of 1.21 billion CNY and a turnover rate of 1.93%. The total market capitalization is 66.22 billion CNY [1]. - Year-to-date, the stock price has risen by 39.37%, with an 8.74% increase over the last five trading days, a 12.51% decrease over the last 20 days, and a 24.78% increase over the last 60 days [1]. Financial Performance - For the period from January to September 2025, Zhiguang Electric achieved a revenue of 2.507 billion CNY, representing a year-on-year growth of 32.03%. However, the net profit attributable to shareholders was -51.2658 million CNY, showing a year-on-year increase of 63.67% [2]. Shareholder Information - As of November 20, the number of shareholders for Zhiguang Electric is 58,600, a decrease of 5.75% from the previous period. The average circulating shares per person increased by 6.10% to 12,955 shares [2]. - The company has distributed a total of 627 million CNY in dividends since its A-share listing, with 220 million CNY distributed over the last three years [3]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited is the fourth-largest circulating shareholder, holding 10.471 million shares, an increase of 195,200 shares compared to the previous period [3].

Core Viewpoint - Sifang Co., Ltd. has shown significant stock performance with a year-to-date increase of 76.17%, indicating strong market interest and potential growth in the automation and power equipment sector [1][2]. Financial Performance - For the period from January to September 2025, Sifang Co., Ltd. achieved a revenue of 6.132 billion yuan, representing a year-on-year growth of 20.39%. The net profit attributable to shareholders was 704 million yuan, reflecting a 15.57% increase compared to the previous year [2]. - The company has distributed a total of 4 billion yuan in dividends since its A-share listing, with 1.599 billion yuan distributed over the last three years [3]. Stock Market Activity - As of December 1, Sifang Co., Ltd.'s stock price reached 28.61 yuan per share, with a market capitalization of 23.838 billion yuan. The stock has seen a trading volume of 3.23 billion yuan and a turnover rate of 1.39% [1]. - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on November 5, where it recorded a net purchase of 78.9767 million yuan [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders for Sifang Co., Ltd. was 33,800, a decrease of 14.71% from the previous period. The average circulating shares per person increased by 17.34% to 24,274 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 17.3728 million shares, while E Fund Environmental Theme Mixed A has increased its holdings by 179,220 shares [3].