Group 1 - The company is selling idle assets from its subsidiaries, Dalian Dehao Optoelectronics Technology Co., Ltd. and Dalian Dehao Semiconductor Optoelectronic Engineering Research Center, to Dalian Derong Asset Operation Co., Ltd. for a total price of RMB 135 million [1] - The transaction includes RMB 134.77 million for Dalian Dehao Optoelectronics and RMB 230,000 for Dalian Dehao Semiconductor [1] - The board of directors and shareholders have approved the asset sale in meetings held on September 3 and September 19, 2024 [1] Group 2 - The company has received a total of RMB 30 million in asset transfer payments from Dalian Derong, with RMB 29.77 million from Dalian Dehao Optoelectronics and RMB 230,000 from Dalian Dehao Semiconductor [2] - The asset delivery has been completed according to the asset transfer agreement [2]

证券日报网讯 12月29日，白云电器发布公告称，白云电器第七届董事会第二十六次会议审议通过《关 于公司2026年度日常关联交易额度预计的议案》等多项议案。 （文章来源：证券日报） ...

证券日报网讯12月29日，白云电器（603861）发布公告称，公司将于2026年1月14日召开2026年第一次 临时股东会。 ...

证券日报网讯12月29日，东方电气（600875）在互动平台回答投资者提问时表示，公司将有效利用国家 大规模设备更新政策机遇，加快重大设备更新。 ...

Core Viewpoint - Liangxin Co., Ltd. focuses on the research, production, and sales of low-voltage electrical equipment, emphasizing its commitment to the low-voltage electrical market [1] Group 1: Company Overview - The core products of Liangxin include circuit breakers, contactors, relays, and terminal distribution, primarily used in industries such as renewable energy, digital energy, infrastructure, electricity, and industrial control [1] - The company’s subsidiary, Guangzhou Hanguang Electric Co., Ltd., is responsible for products like current transformers, electric meters, voltage meters, and transfer switches, which are not included in Liangxin's main business scope [1] Group 2: Future Focus - Liangxin plans to continue focusing on its core low-voltage electrical business and will optimize products and solutions based on customer needs [1]

证券日报网讯12月29日，东方电气（600875）在互动平台回答投资者提问时表示，应收账款与行业交易 特性及公司规模增长相关，公司将持续加强收款力度、强化回款考核举措。 ...

Core Viewpoint - The company, Zhiguang Electric (002169), is focusing on expanding its overseas market as a "second growth curve" due to increased demand for power electronic and energy storage devices driven by investments in power infrastructure in Europe and the United States [1] Group 1 - The company is responding to increased demand for power electronic and energy storage devices in Europe and the United States [1] - The company aims to firmly establish its overseas market presence [1] - The overseas market is viewed as a significant growth opportunity for the company [1]

Core Viewpoint - Jingchuang Electric (stock code: 920035) experienced significant trading activity on December 29, 2025, with a turnover rate of 26.00% and a transaction volume of 3.384 million shares, amounting to 148 million yuan [1][2]. Trading Activity Summary - The top buying seat was from Dongfang Caifu Securities Co., Ltd., Lhasa Tuanjie Road First Securities Business Department, with a purchase amount of approximately 3.95 million yuan [1][2]. - The top selling seat was from Guosen Securities Co., Ltd., Shenzhen Hongling Middle Road Securities Business Department, with a selling amount of approximately 4.86 million yuan [1][2]. - Other notable buying and selling activities included: - Shanxi Securities Co., Ltd., Huairen Huaixian Street Securities Business Department bought approximately 3.13 million yuan [2]. - Institutional investors were involved in both buying and selling, with a buy amount of approximately 2.24 million yuan and a sell amount of approximately 3.67 million yuan [2].

Investment Rating - The report assigns a "Buy" rating to the company, indicating a positive outlook for its stock performance [6][7]. Core Insights - The company is set to establish a joint venture with Zhejiang Rongtai in Thailand, focusing on the smart robotics market, which is expected to leverage both parties' technological and resource advantages [7][8]. - The partnership aims to enhance collaboration in product technology and customer resources, particularly in the fields of servo systems and micro-screws, which are critical for humanoid robots [8]. - The company has slightly adjusted its profit forecasts for 2026 and 2027, expecting net profits of RMB 270 million and RMB 341 million respectively, reflecting year-on-year growth rates of 10% and 26% [8][10]. Financial Summary - The company's projected net profits for 2025, 2026, and 2027 are RMB 270 million, RMB 341 million, and RMB 403 million, with corresponding year-on-year growth rates of 10%, 26%, and 18% [10]. - Earnings per share (EPS) are expected to be RMB 1.26, RMB 1.59, and RMB 1.89 for the years 2025, 2026, and 2027, respectively [10]. - The price-to-earnings (P/E) ratios for the upcoming years are projected to be 71.69, 56.76, and 48.00, indicating a favorable valuation trend [10].

换手率方面，航天环宇换手率为36.11%，位居首位；中科微至换手率为0.17%，位居末位。 个股表现方面，瑞松科技、步科股份、上纬新材、航天环宇涨停，涨幅靠前；佳华科技跌8.10%，跌幅 居首。 成交额方面，寒武纪成交额134.1亿元，位居首位；ST帕瓦（维权）成交额625.1万元，位居末位。 转自：新华财经 新华财经北京12月29日电（胡晨曦）科创50指数12月29日早间微有高开，随后快速冲高，午后指数震荡 下挫，尾盘时一度翻绿，最终微幅收涨。至收盘时，科创50指数报1346.32点，涨幅0.04%，指数振幅为 1.66%，总成交额约584.9亿元。 12月29日，科创综指全日收涨0.23%，收于1638.08点，总成交额约2136亿元。 从盘面来看，剔除停牌的中微公司，科创板其余598只个股涨少跌多，高价股、低价股均多数下跌。细 分领域来看，医疗保健股、半导体股表现活跃，电气设备股、软件服务股跌幅靠前。 经新华财经统计，12月29日，剔除停牌的中微公司，科创板其余598只个股平均涨幅0.06%，平均换手 率2.94%，合计成交额2136亿元，平均振幅为3.84%。 编辑：王媛媛 ...