Core Viewpoint - The early trading session saw a strong performance in the data center power supply sector, with companies like Jianghai Co. hitting the daily limit up, and others such as Kexin New Source rising over 10% due to the growing advantages of HVDC in AI data centers as highlighted by Everbright Securities [1] Group 1: Market Performance - Jianghai Co. reached the daily limit up, indicating strong investor interest [1] - Kexin New Source experienced a rise of over 10%, reflecting positive market sentiment [1] - Other companies such as Oulu Tong, Kangsheng Co., Jinpan Technology, and Chuanrun Co. also saw gains, showcasing a broader trend in the sector [1] Group 2: Industry Insights - Everbright Securities noted that the rapid development of the AI industry is enhancing the advantages of HVDC in data centers [1] - The penetration rate of HVDC technology is expected to continue increasing, indicating a growing market opportunity [1] - The domestic data center HVDC market is characterized by high concentration, suggesting that companies with established HVDC products or potential development capabilities will benefit from upcoming growth opportunities [1]

证券日报网讯 7月31日晚间，欧陆通发布公告称，公司首次公开发行股票募集资金按照相关法律、法规 和规范性文件的规定在银行开立了募集资金专用账户。截至本公告披露日，公司首次公开发行股票募集 资金已按规定用途全部使用完毕，近日公司办理了部分募集资金专户的注销手续。 （文章来源：证券日报） ...

Core Viewpoint - As of July 30, 2025, Dongfang Electric's stock price closed at 20.35 yuan, reflecting a decline of 0.71 yuan or 3.37% from the previous trading day [1] Group 1: Stock Performance - The trading volume for Dongfang Electric on that day was 928,383 hands, with a total transaction amount of 1.912 billion yuan [1] - The stock opened at 20.82 yuan, reached a high of 20.97 yuan, and a low of 20.20 yuan, resulting in a price fluctuation of 3.66% [1] - The net outflow of main funds was 155.7677 million yuan, accounting for 0.38% of the circulating market value [1] Group 2: Company Overview - Dongfang Electric operates in the power equipment sector, focusing on manufacturing power generation equipment, engineering contracting, and services [1] - The company's product range includes thermal power, hydropower, nuclear power, wind power, and solar power generation [1]

Group 1 - The stock of Dongliyuan closed at 6.75 yuan on July 29, down 0.11 yuan, a decrease of 1.60% from the previous trading day [1] - The trading volume for the day was 591,200 hands, with a total transaction value of 402 million yuan [1] - The stock opened at 6.89 yuan, reached a high of 7.13 yuan, and a low of 6.61 yuan, resulting in a price fluctuation of 7.58% [1] Group 2 - Dongliyuan operates in the power equipment industry, focusing on the research, development, production, and sales of power electronic technology-related products [1] - The company's products are primarily used in communication, electric power, and industrial control sectors [1] Group 3 - On July 29, the net outflow of main funds was 2.0688 million yuan, accounting for 0.05% of the circulating market value [1] - The turnover rate for the day was 9.69%, indicating active market trading [1]

Group 1 - The latest stock price of Kehua Data is 42.70 yuan, an increase of 0.80% compared to the previous trading day [1] - The stock reached a maximum of 42.73 yuan and a minimum of 40.68 yuan during the trading session, with a total transaction amount of 1.199 billion yuan [1] - Kehua Data operates in the power equipment industry, focusing on data centers, renewable energy, and smart power solutions [1] Group 2 - At the 2025 World Artificial Intelligence Conference, Kehua Data showcased its computing power infrastructure solutions tailored for AI scenarios, including megawatt-level power supply technology and innovative data center solutions [1] - As of July 29, Kehua Data experienced a net outflow of main funds amounting to 25.4253 million yuan, representing 0.13% of its circulating market value [1] - The turnover rate on that day was 6.32%, indicating active market trading [1]

Core Viewpoint - Shenzhen Tongzhou Electronics has shown a remarkable turnaround in its financial performance, achieving significant revenue and profit growth in the first half of 2025, primarily driven by its high-power power supply products and a strategic focus on the energy sector [1][3][10]. Financial Performance - The company reported total operating revenue of 540 million yuan, a year-on-year increase of 606.52% [1]. - The net profit attributable to shareholders reached 203 million yuan, up 662.77% compared to the previous year [1]. - The overseas business accounted for 90.23% of total revenue, with a staggering year-on-year growth of 14,579.41% [1][11]. - Despite the impressive revenue growth, the net cash flow from operating activities was -115 million yuan, compared to 2.03 million yuan in the same period last year, primarily due to investor compensation and supplier repayments [1][10]. Business Segments - The company's main business is divided into two segments: energy sector and set-top box sector. The energy sector includes high-power power supply products, lithium batteries, and energy storage solutions, while the set-top box sector includes satellite reception equipment and digital TV solutions [7]. - The energy sector performed exceptionally well, generating 508 million yuan in revenue, a year-on-year increase of 961.39%, while the set-top box sector saw a decline in revenue to 249,420 yuan, down 76.28% [7][8]. Market Trends and Strategic Focus - The high-power power supply business generated 487 million yuan in revenue with a gross margin of 45.78%, a new product line for the company [8]. - The global data center and cloud computing markets are driving demand for high-power power supplies, with the power supply industry in China expected to grow from 391 billion yuan in 2021 to 738.9 billion yuan by 2025, reflecting a compound annual growth rate of 13.72% [8]. - The company has shifted its revenue composition significantly, with the energy sector now accounting for 94.04% of total revenue, compared to 62.60% in the previous year [8]. Stock Performance - The stock price of Shenzhen Tongzhou Electronics has surged over sevenfold in the past year, closing at 10.99 yuan per share as of July 29, compared to 1.38 yuan per share a year ago [4][11]. - The company successfully removed its delisting risk warning and changed its stock name from "*ST Tongzhou" to "Tongzhou Electronics" on June 17, 2025, following improvements in financial performance [3][10]. Shareholder Activity - The current general manager increased his shareholding to 11.09%, while the largest shareholder holds 16.5% [11]. - The company is leveraging new shareholder resources to enhance its product development and market promotion in the high-power power supply sector [11]. Risks and Challenges - The company faces risks related to foreign exchange fluctuations, as it relies on imported raw materials for its overseas business, which could impact operating costs and profitability [11].

Core Viewpoint - The company is providing cutting-edge 48V server power supplies for AI computing centers, which are not yet widely adopted in the industry [1] Group 1: Company Performance - The company anticipates limited revenue from this business segment in 2024 due to factors such as international trade friction [1] - There is no expected revenue from this business segment in 2025 [1] Group 2: Industry Context - The 48V server power supply is considered a frontier product within the industry [1] - The current lack of large-scale application in the industry indicates potential growth opportunities in the future [1]

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601727 上海电气 | | 7.54亿 | 14.13% | -4.47 Z | -8.37% | -3.07 Z | -5.75% | | 002364 中恒电气 | | 1.36亿 | 11.23% | -1.03亿 | -8.50% | -3308.75万 | -2.73% | | 002851 麦格米特 | | 8656.70万 | 5.23% | 2771.97万 | 1.68% | -1.14 Z | -6.91% | | 600482 中国动力 | | 4194.60万 | 10.06% | -1504.23万 | -3.61% | -2690.38万 | -6.45% | | 300870 欧陆通 | | 4082.65万 | 5.71% | -863.17万 | -1.21% | -3219.48万 | -4.50% | | 301590 优优绿 ...

Group 1 - The core viewpoint of the news is that Aikesaibo (688719.SH) is currently experiencing a decline in stock price, with a closing price of 37.35 yuan and a drop of 4.79%, indicating a state of being below the issue price [1] - Aikesaibo was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on September 28, 2023, with an issuance of 20.62 million shares at a price of 69.98 yuan per share [1] - The highest price reached on the first day of trading was 75.39 yuan, marking the peak since its listing [1] Group 2 - The total amount of funds raised by Aikesaibo was 1.442 billion yuan, with a net amount of 1.318 billion yuan, exceeding the original plan by 937.694 million yuan [1] - The funds are intended for various projects, including the industrialization of precision special power supplies and the upgrade of the R&D center [1] - The total issuance costs amounted to 125.2936 million yuan, with underwriting fees accounting for 106.0091 million yuan [1] Group 3 - The underwriter's subsidiary, Changjiang Innovation, received 824,800 shares, representing 4% of the total issuance, with an investment amount of approximately 57.72 million yuan, subject to a 24-month lock-up period [2] - Aikesaibo announced a cash dividend of 0.51134 yuan per share and a bonus issue of 0.4 shares per share, with the record date set for June 20, 2024 [2] - The ex-dividend date and the date for the issuance of new shares without restrictions will be June 21, 2024, along with the cash dividend payment on the same day [2]

Group 1: AI Market Growth - The global AI market is expected to grow at a CAGR of over 35% from 2023 to 2030, driven by the demand for intelligent computing [2][9] - The domestic market for AI computing power is projected to reach 26.7 billion by 2027, presenting significant opportunities for domestic manufacturers [3] Group 2: Semiconductor Testing Equipment - The importance of semiconductor back-end testing is increasing due to the complex structure of AI chips and HBM, necessitating more frequent and stringent testing [4][5] - There is substantial room for improvement in the domestic semiconductor back-end testing equipment market, indicating potential growth for local manufacturers [6] Group 3: Power Equipment - The demand for intelligent computing driven by AI is highlighting the need for advanced power distribution solutions in data centers, with SST solutions being a preferred choice [7][9] - Key players in the transformer sector, particularly those with expertise in high-frequency transformers, are recommended for investment as they are well-positioned to benefit from this trend [7][8]