输变电设备
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11月14日晚间重要公告一览
Xi Niu Cai Jing· 2025-11-14 10:08
Group 1: China Construction - The total new contracts signed by China Construction from January to October reached 3.61 trillion yuan, representing a year-on-year increase of 1% [1] Group 2: Changyuan Power - Changyuan Power's subsidiary received approval for the 100MW wind power project in Songzi, Hubei [2] Group 3: China Metallurgical Group - China Metallurgical Group reported a total new contract amount of 845.07 billion yuan from January to October, a decrease of 11.8% year-on-year, while overseas contracts increased by 7.3% to 71.16 billion yuan [4] Group 4: Shapuaisi - Shapuaisi received approval for clinical trials of deoxycorticosterone ketone solution, intended for use during cataract surgery [5] Group 5: Jianfeng Group - Jianfeng Group's subsidiary received approval for clinical trials of a new drug for treating advanced non-squamous non-small cell lung cancer [7] Group 6: Chongqing Steel - Chongqing Steel announced the resignation of its president Meng Wenwang due to work adjustments [8] Group 7: Tianma Technology - Tianma Technology reported an output of approximately 1732.99 tons of eel in October, with a total output of about 15218.73 tons from January to October [10] Group 8: Qingyuan Co. - Qingyuan Co.'s controlling shareholder reduced holdings of convertible bonds by 685,400 units, accounting for 13.71% of the total issuance [11] Group 9: Spring Airlines - Spring Airlines reported a passenger turnover of 506,200.49 million kilometers in October, a year-on-year increase of 20.06% [12] Group 10: China Merchants Port - China Merchants Port reported a total container volume of 17.1714 million TEUs from January to October, a year-on-year increase of 5.1% [13] Group 11: Yangdian Technology - Yangdian Technology announced a change in control following a share transfer [15] Group 12: Wanfu Biology - Wanfu Biology decided to postpone the implementation of its Knowledge City production base project [16] Group 13: Iwu Biology - Iwu Biology terminated the research project for a specific drug, which will reduce its 2025 net profit by approximately 333.79 million yuan [17] Group 14: Hainan Rubber - Hainan Rubber received an insurance payout of 22.9241 million yuan due to revenue loss from rubber price fluctuations [19] Group 15: Xinjiang Tianye - Xinjiang Tianye plans to establish a joint venture with Tianchi Energy to develop coal chemical projects [20] Group 16: China Coal Energy - China Coal Energy's executive director and president Zhao Rongzhe resigned due to reaching retirement age [22] Group 17: Huading Co. - Huading Co. received approval for a stock issuance to specific investors from the Shanghai Stock Exchange [24] Group 18: Zhongmu Co. - Zhongmu Co. decided to waive its right of first refusal for a 4.04% stake in a subsidiary [25] Group 19: Tianlong Co. - Tianlong Co. reported that its subsidiary's stock issuance was approved by the Beijing Stock Exchange [26] Group 20: Hualan Co. - Hualan Co.'s subsidiary plans to invest 20 million yuan in a biotechnology company [27] Group 21: Haichen Pharmaceutical - Haichen Pharmaceutical received a drug registration certificate for a new injection [28] Group 22: Aier Eye Hospital - Aier Eye Hospital plans to invest 300 million yuan in wealth management products [29] Group 23: Xiamen Engineering Machinery - Xiamen Engineering Machinery announced a planned share reduction by a major shareholder [30] Group 24: Guotai Group - Guotai Group successfully acquired 100% of a mining technology company for 110.1 million yuan [31] Group 25: Wanfeng Aowei - Wanfeng Aowei reached a settlement regarding an arbitration matter with a subsidiary [32] Group 26: Taihe Technology - Taihe Technology is undergoing technical upgrades for its ethylene carbonate project [33] Group 27: Renhe Pharmaceutical - Renhe Pharmaceutical's controlling shareholder plans to reduce holdings by 0.21% [34] Group 28: Changshu Bank - Changshu Bank's second-largest shareholder increased its stake to 3.98% [35] Group 29: Overseas Chinese Town A - Overseas Chinese Town A reported a 57% decrease in contract sales in October [36] Group 30: Canadian Solar - Canadian Solar's controlling shareholder expects total revenue of 1.3 to 1.5 billion USD in Q4 2025 [38] Group 31: Zhonggong Education - Zhonggong Education's controlling shareholder's shares will be auctioned due to a loan dispute [40] Group 32: Aikexibo - Aikexibo's shareholders plan to reduce their holdings by up to 3% [42] Group 33: Wanhua Chemical - Wanhua Chemical's shareholder plans to reduce holdings by up to 0.5% [44] Group 34: Jujie Microfiber - Jujie Microfiber's controlling shareholder plans to reduce holdings by up to 2% [45] Group 35: Wangsu Technology - Wangsu Technology's shareholder plans to reduce holdings by up to 1% [46] Group 36: Tianli Lithium Energy - Tianli Lithium Energy received a patent for lithium-ion battery materials [47] Group 37: Heshun Electric - Heshun Electric won a 40 million yuan project for energy storage services [49] Group 38: Changchun High-tech - Changchun High-tech's subsidiary received FDA approval for a clinical trial of a new drug [51] Group 39: Dongrui Co. - Dongrui Co. received an additional export quota for live pigs to Hong Kong [52] Group 40: Zhongwei Co. - Zhongwei Co. set the H-share issuance price at 34 HKD per share [53] Group 41: Fospower Technology - Fospower Technology plans to invest in a lithium sulfide project with partners [54]
大连电瓷:公司江西工厂的屋顶光伏工程由公司子公司自建
Mei Ri Jing Ji Xin Wen· 2025-11-14 08:39
Core Viewpoint - The rooftop photovoltaic project at the Jiangxi factory is constructed by the company's subsidiary, while the Dalian factory's project is managed by a professional photovoltaic operation investment institution, utilizing a contract energy management model [2] Group 1 - The Jiangxi factory's rooftop photovoltaic project is self-built by the company's subsidiary [2] - The Dalian factory's rooftop photovoltaic project is contracted to a specialized photovoltaic operation investment institution [2] - The green electricity self-consumption ratio exceeds 70%, effectively reducing carbon emissions and operational costs [2]
电网投资缺口较大,中长期景气确定,电网设备ETF(159326)规模创新高
Mei Ri Jing Ji Xin Wen· 2025-11-14 06:29
Core Viewpoint - The A-share market is experiencing slight fluctuations, with the Electric Grid Equipment ETF (159326) showing a decline of 1.96% but attracting significant capital inflow, indicating a potential investment opportunity in the sector [1] Group 1: Market Performance - As of 14:12 on November 14, the Electric Grid Equipment ETF (159326) recorded a trading volume of 2.41 billion yuan, with notable stocks like Neng Electric, Yongfu Shares, Jinlihua Electric, Jinlongyu, and others rising against the market trend [1] - On November 13, the ETF saw a net inflow of over 1.48 billion yuan, bringing its total scale to over 18 billion yuan, a record high since its inception [1] Group 2: Investment Outlook - According to China International Capital Corporation (CICC), the electric grid is in a post-cycle phase of renewable energy development, with a significant investment gap that needs to be filled as the country aims for future renewable energy goals [1] - For the "14th Five-Year Plan," the expected national grid investment scale is projected to exceed 4.1 trillion yuan, with a compound annual growth rate of 5-6%, focusing on enhancing the main grid framework and smart upgrades to the distribution network [1] Group 3: ETF Composition - The Electric Grid Equipment ETF (159326) is the only ETF tracking the CSI Electric Grid Equipment Theme Index, with a strong representation in sectors such as transmission and transformation equipment, grid automation equipment, cable components, and distribution equipment [1] - The ETF has a high weight of 64% in ultra-high voltage stocks, the highest in the market, and includes leading companies like Guodian NARI, TBEA, Siyuan Electric, and Trina Solar among its top ten holdings [1]
森源电气涨2.22%,成交额1.07亿元,主力资金净流入500.96万元
Xin Lang Cai Jing· 2025-11-14 03:37
Core Insights - The stock price of Senyuan Electric has increased by 30.79% year-to-date, with a recent trading price of 5.99 CNY per share and a market capitalization of 5.569 billion CNY [1] - The company reported a revenue of 2.084 billion CNY for the first nine months of 2025, reflecting a year-on-year growth of 8.23%, and a net profit of 144 million CNY, up 10.05% [2] - Senyuan Electric has distributed a total of 667 million CNY in dividends since its A-share listing, with 37.19 million CNY distributed in the last three years [3] Stock Performance - As of November 14, Senyuan Electric's stock rose by 2.22% during the trading session, with a trading volume of 1.07 billion CNY and a turnover rate of 1.97% [1] - The stock has seen a 1.87% increase over the last five trading days, a 20.28% increase over the last 20 days, and a 14.75% increase over the last 60 days [1] Shareholder Information - As of September 30, the number of shareholders for Senyuan Electric is 52,600, a decrease of 8.41% from the previous period, while the average number of circulating shares per person increased by 9.18% to 17,671 shares [2] Business Overview - Senyuan Electric, established on October 30, 2000, and listed on February 10, 2010, specializes in the development, production, and sales of high and low voltage switchgear, high voltage components, and power quality management equipment [1] - The company's main business revenue composition includes 83.16% from power transmission and transformation products, 14.24% from sanitation industry services, and 2.59% from other sources [1] Dividend Distribution - The company has cumulatively distributed dividends amounting to 667 million CNY since its A-share listing, with a total of 37.19 million CNY in the last three years [3]
金盘科技涨2.00%,成交额5.66亿元,主力资金净流出644.70万元
Xin Lang Cai Jing· 2025-11-14 02:08
Core Viewpoint - Jinpan Technology's stock has shown significant volatility, with a year-to-date increase of 97.71%, but a recent decline of 12.24% over the past five trading days, indicating potential market fluctuations and investor sentiment changes [1]. Group 1: Company Overview - Jinpan Technology, established on June 3, 1997, and listed on March 9, 2021, is based in Haikou, Hainan Province. The company specializes in the research, production, and sales of power distribution and control equipment, primarily serving the renewable energy, high-end equipment, and energy-saving sectors [2]. - The company's revenue composition includes: 87.05% from power distribution equipment, 9.59% from energy storage series, 1.90% from photovoltaic power station business, 0.73% from installation engineering, and 0.54% from other services [2]. Group 2: Financial Performance - For the period from January to September 2025, Jinpan Technology achieved a revenue of 5.194 billion yuan, reflecting a year-on-year growth of 8.25%. The net profit attributable to shareholders was 486 million yuan, marking a 20.27% increase compared to the previous year [2]. - Since its A-share listing, Jinpan Technology has distributed a total of 713 million yuan in dividends, with 543 million yuan distributed over the past three years [3]. Group 3: Shareholder and Market Activity - As of September 30, 2025, the number of shareholders for Jinpan Technology was 14,900, a decrease of 19.18% from the previous period. The average number of circulating shares per shareholder increased by 23.87% to 30,893 shares [2]. - 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 79.9125 million yuan [1].
保变电气龙虎榜数据(11月13日)
Zheng Quan Shi Bao Wang· 2025-11-13 14:07
10月28日公司发布的三季报数据显示,前三季度公司共实现营业收入45.02亿元,同比增长41.90%,实 现净利润1.46亿元,同比增长72.91%。(数据宝) 保变电气11月13日交易公开信息 | 买/ | 会员营业部名称 | 买入金额(万 | 卖出金额(万 | | --- | --- | --- | --- | | 卖 | | 元) | 元) | | 买一 | 沪股通专用 | 16688.15 | | | 买二 | 中信证券股份有限公司上海分公司 | 3774.24 | | | 买三 | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 3563.64 | | | 买四 | 东方证券股份有限公司无锡梁清路证券营业部 | 3467.50 | | | 买五 | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券 营业部 | 3412.45 | | | 卖一 | 沪股通专用 | | 19838.36 | | 卖二 | 开源证券股份有限公司西安西大街证券营业部 | | 5859.37 | | 卖三 | 光大证券股份有限公司佛山顺德北滘怡和路证券营业部 | | 5100.61 | | 卖四 | 东方财富证券股份有 ...
江苏华辰:目前,公司已有产品出口至美国
Mei Ri Jing Ji Xin Wen· 2025-11-13 08:38
Group 1 - The company is focusing on the overseas market, particularly North America, represented by the United States [2] - The company has already exported products to the United States and is increasing investment in product certification for the U.S. market [2]
泰永长征:公司的固态变压器尚处于应用方案论证与市场调研阶段
Mei Ri Jing Ji Xin Wen· 2025-11-13 07:17
(文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:公司在互动易说公司在固态断路器领域建立了先发优 势,请问公司的固态变压器有没有核心竞争力? 泰永长征(002927.SZ)11月13日在投资者互动平台表示,公司的固态变压器目前尚处于应用方案论证 与市场调研阶段。 ...
金盘科技涨2.01%,成交额8.11亿元,主力资金净流入858.60万元
Xin Lang Cai Jing· 2025-11-13 02:45
Core Viewpoint - Jinpan Technology's stock has shown significant volatility, with a year-to-date increase of 98.37%, but a recent decline of 8.35% over the past five trading days, indicating potential market fluctuations and investor sentiment shifts [1][2]. Company Overview - Jinpan Technology, established on June 3, 1997, and listed on March 9, 2021, is based in Haikou, Hainan Province. The company specializes in the research, production, and sales of power distribution and control equipment, primarily serving the renewable energy, high-end equipment, and energy-saving sectors [2]. - The company's revenue composition includes: 87.05% from power distribution equipment, 9.59% from energy storage series, 1.90% from photovoltaic power station business, 0.73% from installation engineering, and 0.54% from other services [2]. Financial Performance - For the period from January to September 2025, Jinpan Technology reported a revenue of 5.194 billion yuan, reflecting a year-on-year growth of 8.25%. The net profit attributable to shareholders was 486 million yuan, marking a 20.27% increase compared to the previous year [2]. - Since its A-share listing, Jinpan Technology has distributed a total of 713 million yuan in dividends, with 543 million yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders for Jinpan Technology was 14,900, a decrease of 19.18% from the previous period. The average number of circulating shares per shareholder increased by 23.87% to 30,893 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 11.6391 million shares, while new shareholder Qianhai Kaiyuan Public Utilities Stock holds 8.1840 million shares [3].
特锐德涨2.11%,成交额3.05亿元,主力资金净流入246.66万元
Xin Lang Cai Jing· 2025-11-13 02:26
Core Viewpoint - The stock of Teriade has shown a significant increase of 35.36% year-to-date, despite a recent decline in the last five and twenty trading days, indicating potential volatility in the stock price [1][2]. Financial Performance - For the period from January to September 2025, Teriade reported a revenue of 9.834 billion yuan, reflecting a year-on-year decrease of 6.25%. However, the net profit attributable to shareholders increased by 53.55% to 686 million yuan [2]. - Cumulative cash dividends since the A-share listing amount to 684 million yuan, with 314 million yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 24.56% to 58,500, while the average circulating shares per person decreased by 19.37% to 17,643 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder with 46.5151 million shares, an increase of 17.0536 million shares from the previous period [3].