Core Viewpoint - The development of UHVDC (Ultra High Voltage Direct Current) technology is becoming a significant aspect of China's international presence, with companies like Borui Electric leading the way in overseas projects [1][2]. Group 1: UHVDC Technology and Projects - UHVDC technology is crucial for large-capacity, long-distance power transmission and interconnection of power grids, widely applied in major domestic and international projects [2]. - China has completed 23 UHVDC projects domestically, with Borui Electric supplying core equipment for 19 of them, including the world's highest voltage level project, Changji-Guquan ±1100kV UHVDC project [3]. - Borui Electric has established a strong reputation internationally, attracting many countries to choose Chinese manufacturers for UHVDC projects, as seen in the Brazil Belo Monte Phase II ±800kV UHVDC project [3][4]. Group 2: International Expansion and Innovations - Many countries are opting for Chinese manufacturers for the renovation of existing UHVDC projects, such as Borui Electric's first overseas UHVDC converter valve renovation project at Brazil's Itaipu Hydropower Station [4]. - Borui Electric and other companies from Changzhou are promoting "Changzhou manufacturing" globally, further solidifying Changzhou's position in the UHV transmission and transformation equipment manufacturing sector [4]. Group 3: Flexible DC Technology - The increasing share of renewable energy in the power grid poses challenges for stability, leading to the emergence of flexible DC transmission technology [5]. - By 2025, it is projected that wind and solar power installations in China will reach approximately 1.65 billion kilowatts, accounting for 46% of total power installations, necessitating UHVDC for long-distance transmission [5]. - The world's first UHV flexible DC project, Gansu to Zhejiang ±800kV, began construction in July 2024, with Borui Electric participating in the world's largest flexible DC back-to-back project in Dongguan [6]. Group 4: Future Developments and Innovations - Borui Electric is accelerating the development of grid-forming energy storage systems, intelligent pumped storage, and flexible low-frequency transmission technologies to support the new power system [6]. - The company has successfully developed grid-forming energy storage and other technologies, which are essential for the rapid development of new power systems [6].

Core Viewpoint - The development of ultra-high voltage direct current (UHVDC) transmission technology is becoming a significant aspect of China's international presence, with companies like Borui Electric leading the way in overseas projects [1][2]. Group 1: Company Overview - Borui Electric is a key player in China's UHVDC technology, providing core equipment for 19 out of 23 completed UHVDC projects in the country [3]. - The company has supplied the highest voltage level UHVDC converter valves for the Changji-Guquan ±1100kV project, which is considered the "heart" of the UHVDC system [3]. - Borui Electric is also involved in the first overseas UHVDC converter valve renovation project at the Itaipu Hydropower Station in Brazil, showcasing its innovative solutions [4]. Group 2: Industry Trends - The UHVDC technology is crucial for large-capacity, long-distance power transmission and is widely applied in major engineering projects both domestically and internationally [2]. - As of 2025, it is projected that wind and solar power will account for approximately 46% of China's total installed power capacity, necessitating the use of UHVDC for long-distance transmission [4]. - The flexible direct current (VSC) technology is emerging as a solution to integrate renewable energy sources into the grid, with Borui Electric participating in significant projects like the world's largest flexible DC back-to-back project in the Guangdong-Hong Kong-Macao Greater Bay Area [5]. Group 3: Future Developments - The application of UHVDC technology is accelerating, with the first UHV flexible direct current project starting construction in July 2024 [5]. - Borui Electric is advancing the development of grid-forming energy storage systems and other innovative technologies to support the new power system [7].

46只个股今日获机构买入型评级，6股机构首次关注。 证券时报·数据宝统计显示，今日机构研报共发布46条买入型评级记录，共涉及46只个股。万科A、燕京 啤酒等关注度最高，均有1次机构买入型评级记录。 行业来看，医药生物行业最受青睐，博雅生物、鱼跃医疗等11只个股上榜机构买入评级榜。电力设备、 电子等行业也较受机构关注，分别有6只、6只个股上榜。 机构今日买入型评级记录 | 代码 | 简称 | 机构名称 | 最新评级 | 上次评级 | 预测目标价（元） | 最新收盘价（元） | | --- | --- | --- | --- | --- | --- | --- | | 688050 | 爱博医疗 | 华创证券 | 推荐 | 推荐 | 100.00 | 76.53 | | 300573 | 兴齐眼药 | 东方证券 | 增持 | 增持 | 80.19 | 73.00 | | 603416 | 信捷电气 | 国泰海通 | 增持 | 增持 | 75.15 | 66.38 | | 600612 | 老凤祥 | 华创证券 | 强推 | 强推 | 69.61 | 53.26 | | 603260 | 合盛硅业 | 华创证券 | ...

"灯塔工厂"是世界最先进工厂，代表了当今全球制造业领域智能制造和数字化最高水平。伊顿电力常州 工厂自2022年起开启全链路数字化运营，接入10项新的工业4.0解决方案，生产效率提高26%，交货时 间缩短33%，产能提升55%。工厂实现从订单生成、产品设计、智能制造到售后服务的全流程数字化管 理，并以科学降碳达成"近零碳工厂"建设目标。 本报讯(记者唐颖)9月16日，世界经济论坛公布新一批"灯塔工厂"名单，共有12家入选，其中有6家来自 中国。我省有2家公司入选，都来自常州，分别为常州伊顿电力设备有限公司、常州梅特勒托利多国际 有限公司。至此，常州世界级"灯塔工厂"增至3家。 作为全球领先的精密仪器与称重设备制造商，梅特勒托利多常州工厂的产品广泛应用于制药、食品、化 工、半导体、锂电等关键行业，业务遍及全球100多个国家和地区。将数字化转型深度融入运营核心， 工厂累计部署49项工业4.0前沿应用案例，准时交付率攀升至98.4%，交付周期缩短22%。 ...

金元顺安元启灵活配置混合（004685）成立日期2017年11月14日，最新规模13.5亿。今年以来收益 31.62%，同类排名2446/8174；近一年收益64.43%，同类排名1935/7982；成立以来收益514.7%。 金元顺安元启灵活配置混合（004685）基金经理为缪玮彬。 9月16日，和顺电气涨5.04%，截至发稿，报9.80元/股，成交7899.99万元，换手率3.25%，总市值25.27 亿元。 资料显示，苏州工业园区和顺电气股份有限公司位于江苏省苏州市工业园区和顺路8号，成立日期1998 年12月22日，上市日期2010年11月12日，公司主营业务涉及电力成套设备及电力电子设备的制造和销 售。主营业务收入构成为：电力成套设备64.29%，防窃电电能计量装置11.45%，光伏发电8.54%，其他 5.67%，安装施工5.33%，储充装置4.71%。 从和顺电气十大流通股东角度 数据显示，金元顺安基金旗下1只基金位居和顺电气十大流通股东。金元顺安元启灵活配置混合 （004685）二季度增持60.36万股，持有股数127万股，占流通股的比例为0.5%。根据测算，今日浮盈赚 取约59.69万元。 ...

天眼查App显示，近日，湖北沐阳能碳技术服务有限公司成立，法定代表人为张亮，注册资本20万人民 币，经营范围为一般项目 ： 新兴能源技术研发；变压器、整流器和电感器制造；光伏发电设备租赁； 光伏设备及元器件销售；配电开关控制设备制造；输变配电监测控制设备制造；配电开关控制设备销 售；电力电子元器件销售；电力电子元器件制造；信息系统集成服务；智能控制系统集成；集成电路设 计；计算机系统服务；通用设备制造（不含特种设备制造）；碳减排、碳转化、碳捕捉、碳封存技术研 发；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；企业管理；集中式快速充电 站；输配电及控制设备制造；光伏设备及元器件制造；太阳能发电技术服务；微特电机及组件制造；微 特电机及组件销售；虚拟现实设备制造；太阳能热利用装备销售；太阳能热利用产品销售；太阳能热发 电产品销售；资源再生利用技术研发；电子、机械设备维护（不含特种设备）；电子产品销售；电子元 器件批。 ...

Core Points - The company held its first extraordinary general meeting of shareholders in 2025 on September 15, where all resolutions were passed without any objections [3][4] - The total share capital of the company is 1,142,246,700 shares, with a significant portion of voting rights being waived by certain shareholders [2] - The meeting was conducted in compliance with relevant laws and regulations, and the presence of directors, supervisors, and other executives was confirmed [3][4] Shareholder Voting and Resolutions - The company has a total of 681,390,575 effective voting shares after accounting for shares with waived voting rights and repurchased shares [2] - Resolutions passed during the meeting included the purchase of directors and supervisors liability insurance, the cancellation of the supervisory board, and amendments to the company's articles of association [4] - The voting results showed that ordinary resolutions received more than half of the votes from attending shareholders, while special resolutions received over two-thirds [4] Legal Compliance - The meeting was witnessed by lawyers from Guohao Law Firm, who confirmed that the meeting's procedures and voting results were in accordance with legal requirements [4]

Group 1 - GE Vernova, a U.S. power equipment maker, has agreed to sell its industrial software business Proficy to asset management firm TPG for $600 million [1] - This sale is part of GE Vernova's broader cost-cutting measures aimed at improving financial performance [1]

Core Viewpoint - Harbin Electric (01133) has seen a significant stock price increase of over 325% year-to-date, with a recent rise of 5.2% to HKD 9.71, driven by strong financial performance and positive market sentiment towards nuclear power and the company's order execution capabilities [1][2]. Financial Performance - The company reported total revenue of approximately CNY 22.696 billion, representing a year-on-year growth of 31.49% [1]. - Net profit attributable to the parent company was about CNY 1.051 billion, showing a substantial year-on-year increase of 101.06% [1]. Market Outlook - UBS forecasts an average annual growth rate of 25% for gross profit from nuclear equipment in China between 2025 and 2028, with each new small modular reactor (SMR) potentially contributing around CNY 620 million in revenue for Harbin Electric [1]. - The market's confidence in the nuclear power outlook and the company's order execution capabilities suggests potential for further re-rating [1]. Business Segments - Coal Power: The company has a robust order book with improved order quality compared to the previous cycle, which is expected to enhance profits [2]. - Hydropower: Orders from pumped storage projects are entering execution phases, and new capacity is being released, with large hydropower projects benefiting from increased demand due to the Yarlung Tsangpo River hydropower project [2]. - Nuclear Power: The approval rate for nuclear projects has increased from about 5 units per year (2019-2021) to approximately 10 units per year (2022-2025), with related orders gradually entering execution phases [2]. - Modern Manufacturing Services: New policies emphasize improving operational efficiency of existing coal power units, which may drive growth in related business areas [2].

天眼查App显示，近日，奥榛（河北）电力设备有限公司成立，法定代表人为李光太，注册资本10000 万人民币，经营范围为一般项目：发电机及发电机组制造;新能源原动设备制造;配电开关控制设备制造; 变压器、整流器和电感器制造;机械电气设备制造;输变配电监测控制设备制造;电力电子元器件制造（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）许可项目：电气安装服务（依法须经批准 的项目，经相关部门批准后方可开展经营活动，具体经营项目以批准文件或许可证件为准）。 ...