Core Viewpoint - Dongwu Securities research report indicates that Igor is a leading domestic new energy transformer company actively expanding into global markets and developing AIDC to create a second growth curve. The company is expected to return to a rapid growth track by 2026 [1] Group 1: Company Growth Potential - The company has successfully established overseas direct sales channels, which are expected to enhance growth [1] - The data center business is further catalyzing growth, indicating significant overall growth potential [1] Group 2: Financial Projections - Given the company's strong overseas expansion capabilities, the proportion of overseas direct sales is anticipated to increase rapidly [1] - Data center products are gradually ramping up production, supporting the growth outlook [1] - A target price of 45.8 yuan is set based on a 40 times PE ratio for 2026, maintaining a "buy" rating [1]

证券时报·数据宝统计，截至发稿，麦格米特最新股价为79.44元，上涨0.09%，本期筹码集中以来股价 累计上涨11.32%。具体到各交易日，6次上涨，5次下跌。 公司发布的三季报数据显示，前三季公司共实现营业收入67.91亿元，同比增长15.05%，实现净利润 2.13亿元，同比下降48.29%，基本每股收益为0.3911元，加权平均净资产收益率3.46%。 机构评级来看，近一个月该股获2家机构买入评级。预计目标价最高的是华泰证券，12月12日华泰证券 发布的研报给予公司目标价93.64元。（数据宝） （文章来源：证券时报网） 麦格米特12月15日披露，截至12月10日公司股东户数为70000户，较上期（11月30日）减少12000户，环 比降幅为14.63%。 ...

截至发稿，雪祺电气市值为26亿元。 据每日经济新闻消息，雪祺电气（SZ 001387，收盘价：14.32元）12月12日晚间发布公告称，为满足合 肥雪祺电气股份有限公司的整体规划和未来经营发展需要，进一步优化公司产业结构，公司拟与安徽肥 西经济开发区管理委员会签署《关于雪祺电气电子科技园及高端智能家居工业园项目的投资合作协 议》，计划在合肥市肥西县投资建设电子科技园及高端智能家居工业园项目，项目总投资5亿元人民 币，规划用地面积约为60亩。 2025年1至6月份，雪祺电气的营业收入构成为：电气机械和器材制造业占比93.12%，其他业务占比 3.71%，计算机和通信和其他电子设备制造业占比3.17%。 转自：每日经济新闻 ...

上市公司：许继电气（000400），东方电子（000682），金智科技（002090），科陆电子（002121）， 智光电气（002169），积成电子（002339），新联电子（002546），三晖电气（002857），四方股份 （601126），科林电气（603050），海兴电力（603556），智洋创新（688191），宏力达（688330）， 煜邦电力（688597） 2025年1-10月，电气机械和器材制造业企业数（以下数据涉及的企业，均为规模以上工业企业，从2011 年起，规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收入2000万元） 为37233个，和上年同期相比，增加了1368个，同比增长3.81%，占工业总企业的比重为7.11%。 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 相关报告：智研咨询发布的《2026-2032年中国电气机械行业市场竞争态势及前景战略 ...

12月14日，市委副书记、代市长陈博彰在望城区宣讲党的二十届四中全会、省委十二届九次全会精神，调研 经济社会发展情况。副市长周春晖，市政府秘书长许凡参加。 12月14日，市委副书记、代市长陈博彰在望城区宣讲党的二十届四中全会、省委十二届九次全会精神并开展 调研。 陈博彰来到大泽湖海归小镇·研发中心，调研片区规划建设、研发平台运行和招引企业发展情况，与入驻企业 负责人、技术人员深入交流。他指出，要聚焦人工智能、量子信息等前沿领域，以产业基金精准赋能优质项目招 引，实现资金、技术、人才等要素高效聚集。要积极搭建"产学研用金"贯通平台，推动创新供给与产业需求精准 对接、高效转化。要用好用足扶持政策，健全配套服务体系，厚植青年创新创业沃土。 来到北纬28度水果大世界，陈博彰就农业现代化与特色化发展情况开展调研。他指出，要强化科技兴农，深 化与本地院士专家团队、科研院所对接协作，持续引育优良品种，提升产品附加值，着力延伸产业链条。要深化 市场运作，积极拓宽线上线下销售渠道，创新农文旅消费场景，带动当地群众增收致富，推进农文旅融合发展， 激活乡村振兴新动能。 随后，陈博彰前往湖南铜官竖店短剧影视城，调研微短剧产业发展情况 ...

IPO and Refinancing Overview - A total of 6 companies are scheduled for IPO review next week (December 15-19), aiming to raise a combined amount of 4.533 billion yuan [1] - Additionally, 3 companies are set for refinancing, with a total fundraising target of 1.935 billion yuan [3] Company Summaries 1. 电科蓝天 (Electric Science Blue Sky) - The company focuses on the research, production, and sales of electric energy products and systems, with applications ranging from deep-sea to deep-space [4] - It has a registered capital of 1.563 billion yuan and is controlled by China Electronics Technology Group [5] - The company plans to issue up to 390.8 million shares, with a total share capital post-issue not exceeding 1.954 billion shares [5] 2. 尚水智能 (Shangshui Smartech) - The company specializes in micro-nano powder processing and precision measurement, primarily serving the new energy battery and new materials sectors [8] - It has a registered capital of 75 million yuan and is controlled by its founder, Jin Xudong [9] - The planned IPO involves issuing up to 25 million shares, with total share capital not exceeding 100 million shares [9] 3. 创达新材 (Chuangda New Materials) - The company develops and produces high-performance thermosetting composite materials, with applications in semiconductors and automotive electronics [10] - It has a registered capital of approximately 36.988 million yuan and is controlled by Zhang Jun and others [11] - The IPO plans to issue up to 12.33 million shares [11] 4. 长裕集团 (Changyu Group) - The company is engaged in the research, production, and sales of zirconium products and specialty nylon products, with a leading position in the zirconium market [14] - It has a registered capital of 366.875 million yuan and is controlled by Liu Qiyong and Liu Ce [15] - The planned IPO involves issuing up to 41 million shares [15] 5. 固德电材 (Gude Electric Materials) - The company focuses on thermal runaway protection components for new energy vehicle batteries and high-performance insulation products [18] - It has a registered capital of 62.1 million yuan and is controlled by Zhu Guolai [19] - The IPO plans to issue up to 20.7 million shares [19] 6. 赛英电子 (Saiying Electronics) - The company specializes in the development and manufacturing of key components for power semiconductor devices [22] - It has a registered capital of 32.4 million yuan and is controlled by a group of four individuals [23] - The planned IPO involves issuing up to 10.8 million shares [23] Financial Performance Highlights - 电科蓝天 reported a net profit of 33.778 million yuan for the last year, with total assets of approximately 691.25 million yuan [6] - 尚水智能 achieved a net profit of 15.252 million yuan, with total assets of 204.91 million yuan [9] - 创达新材 reported a net profit of 51.366 million yuan, with total assets of approximately 644.27 million yuan [13] - 长裕集团's net profit was 21.507 million yuan, with total assets of 174.42 million yuan [16] - 固德电材 reported a net profit of 16.600 million yuan, with total assets of 113.03 million yuan [20] - 赛英电子 achieved a net profit of 73.901 million yuan, with total assets of approximately 486.29 million yuan [24]

（编辑 王江浩） 证券日报网讯 12月14日晚间，中超控股发布公告称，公司股票于2025年12月11日、12月12日连续2个交 易日收盘价格涨幅偏离值累计达到21.72%，属于股票异常波动情况。经核实，公司前期披露信息无需 更正补充，未发现应披露未披露重大事项，控股股东及实际控制人在异常波动期间未买卖公司股票。 ...

Investment Rating - The report maintains a "Buy" rating for the company [1] Core Views - The company is a leader in the new energy transformer sector and is accelerating its overseas expansion while developing AIDC to create a second growth curve [1] - The company has achieved significant revenue and net profit growth, with a projected CAGR of 35% and 54% from 2020 to 2024, respectively [1] - The company is expected to return to a rapid growth trajectory by 2026, driven by overseas sales and data center business expansion [1] Summary by Sections 1. Focus on Energy and Information Industry, Actively Expanding Global Market - The company has successfully expanded its overseas customer base and is positioning itself in the data center product market [12] - The strategic focus is on energy and information sectors, with new energy products contributing significantly to revenue [15] - The company has a relatively dispersed shareholding structure, with a strong management team [18] 2. New Energy and Distribution Market Opportunities - The overseas market for new energy and distribution transformers is vast, with significant growth potential [37] - The company has made important breakthroughs in overseas markets, particularly in the U.S. distribution market [58] - The company is well-positioned to benefit from the high demand for transformers driven by AIDC and grid upgrades [51] 3. Diversified AIDC Product Layout, Creating a Second Growth Engine - The global AIDC installed capacity is rapidly increasing, driving high demand for medium-voltage transformers [3] - The company has diversified its product offerings in the AIDC sector, achieving significant progress in both domestic and international markets [3] 4. Profit Forecast and Valuation - The company is expected to achieve net profits of 2.8 billion, 4.9 billion, and 7.4 billion yuan from 2025 to 2027, with corresponding P/E ratios of 49, 29, and 19 times [1] - The target price for 2026 is set at 45.8 yuan, based on a 40 times P/E ratio [1]

新京报贝壳财经讯12月14日，金盘科技发布公告称，公司于近日收到中国证券监督管理委员会(简称"中 国证监会")出具的《关于同意海南金盘智能科技股份有限公司向不特定对象发行可转换公司债券注册的 批复》，同意公司向不特定对象发行可转换公司债券的注册申请。本批复自同意注册之日起12个月内有 效。 ...

每经AI快讯，12月14日，中超控股(002471.SZ)公告称，公司于12月11日、12月12日连续两个交易日收 盘价格涨幅偏离值累计达到21.72%，属于股票异常波动情况。经核查，公司前期披露的信息无需要更 正、补充之处，近期公司经营情况及内外部经营环境未发生重大变化，公司、控股股东和实际控制人不 存在应披露而未披露的重大事项。 ...