金十图示：2025年06月27日（周五）富时中国A50指数成分股午盘收盘行情一览：银行股多数飘绿，保险、酿酒、半导体等多个 板块全线下跌 -0.14(-2.4/%) -0.20(-2.28%) -0.08(-1.8/90) 保险 中国太保 中国平安 12,000 中国人保 ■ 3909.40亿市值 3596.08亿市值 10452.67亿市值 6.80亿成交额 21.21亿成交额 6.52亿成交额 37.38 57.40 8.84 -0.26(-0.69%) -0.18(-0.31%) -0.16(-1.78%) 酸酒行业 贵州茅台 山西汾酒 五粮液 17781.48亿市值 2177.51亿市值 4645.90亿市值 18.80亿成交额 4.15亿成交额 9.29亿成交额 119.69 1415.50 178.49 -4.50(-0.32%) -1.16(-0.65%) -0.04(-0.03%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2335.32亿市值 2495.31亿市值 3267.55亿市值 8.54亿成交额 31.06亿成交额 13.67亿成交额 597.74 140.58 436.9 ...

南京日前试点全省首个工业领域经认定的经营者（AEO）制度，进一步提升行政检查效率，减轻 企业负担。记者昨天获悉，首批获试点资格的726家工业企业"白名单"出炉，即日起企业只需在"宁捷 查"系统签署承诺书，未来3年内即可享受工业领域AEO制度便利化监管。 市工信局相关负责人介绍，计划在175项中低风险事项行政检查中，对通过认定并在"宁捷查"系统 签署承诺书的试点企业，采取以下便利化监管措施：低风险事项原则上3年内免于现场检查；中风险事 项原则上每年检查不超过1次；高风险事项、有违法线索的个案行政检查事项不纳入试点。 根据《南京市工业领域经认定的经营者（AEO）制度试点实施方案》，南京以"免申即享+告知承 诺"方式，在本市工业领域试点推行AEO分级行政检查制度，通过跨部门跨层级联合分级分类检查的方 式，提升行政检查效率，切实减轻企业负担。 据悉，首批726家试点企业3年内受到全市工信、公安、人社、水务、城管、卫健、市场监管部门 各级行政执法主体行政检查的频次将大幅减少。 启动试点企业认定程序后，市工信局牵头推进，提出企业名单，经市发展改革委、市工信局、市公 安局等15个认定部门综合认定，全市共有726家工业企业获 ...

麦克奥迪(厦门)电气股份有限公司的主营业务是环氧绝缘件、光学显微镜、模具、医疗检测产品的生 产、销售；医疗诊断服务及能源互联网的技术研发与运营。公司的主要产品是电气产品、显微镜产品、 医疗产品及服务。 最新一期业绩显示，2025年一季报，公司实现营业收入3.16亿元，同比5.91%；净利润3488.16万元，同 比9.70%，销售毛利率41.77%。 6月26日，麦克奥迪今日收盘15.61元，下跌1.51%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到49.09倍，总市值80.77亿元。 从行业市盈率排名来看，公司所处的电网设备行业市盈率平均35.02倍，行业中值37.03倍，麦克奥迪排 名第103位。 截至2025年一季报，共有8家机构持仓麦克奥迪，其中其他8家，合计持股数33687.56万股，持股市值 55.96亿元。 来源：金融界 序号股票简称PE(TTM)PE(静)市净率总市值(元)13麦克奥迪49.0950.024.3680.77亿行业平均 35.0237.583.4289.33亿行业中值37.0338.552.5645.96亿1炬华科技10.9612.001.9379.75亿2新联 ...

Investment Rating - The report rates the industry as "Outperform the Market" [1] Core Insights - High Voltage Direct Current (HVDC) technology presents significant market opportunities for domestic equipment manufacturers [1] - The global AI data center market is expected to see substantial growth, with a projected annual compound growth rate (CAGR) of 28% for AI computing power load from 2024 to 2030 [4] - The demand for power equipment in data centers is anticipated to reach a market size of 108.7 billion yuan by 2030, driven by the increasing requirements for reliability and efficiency [5] Summary by Sections AI Data Center Growth - The global computing power scale is projected to exceed 16 ZFlops by 2030, with AI computing power accounting for over 90% [4] - The expected annual growth in AI computing power load from 2025 to 2030 is 9.7 GW, 15.9 GW, 20.2 GW, 22.3 GW, 23.4 GW, and 24.6 GW respectively [10][11] Power Equipment Demand - The demand for power equipment in data centers is expected to grow significantly, with estimates of 29 GW, 48 GW, 60 GW, 67 GW, 70 GW, and 74 GW from 2025 to 2030 [30] - The market for transformers, switchgear, UPS, and HVDC is projected to reach 85 billion yuan, 341 billion yuan, 41 billion yuan, and 380 billion yuan respectively by 2030 [5] Technology Trends - The integration and modularization of power distribution equipment are increasingly required, with HVDC technology expected to see a steady rise in penetration from the current 15%-20% [6] - The transition to 800V HVDC systems is being accelerated by major companies like NVIDIA, which aims to support ultra-high power density IT racks [6][49] Company Analysis - Key players in the data center power equipment sector include Delta, Vertiv, Schneider Electric, and domestic firms like Hezhong Electric and Mingyang Electric [7] - Investment recommendations include focusing on companies such as Hezhong Electric, Shenghong Co., Magmi Tech, Mingyang Electric, and Jinpan Technology [7]

金十图示：2025年06月26日（周四）富时中国A50指数成分股今日收盘行情一览：银行股午后上涨，普遍飘红，保险股维持跌势 保险 中国太保 队 中国人保 中国平安 ■ 3980.16亿市值 3621.10亿市值 10485.45亿市值 10.43亿成交额 28.89亿成交额 7.30亿成交额 57.58 37.64 9.00 -0.40(-1.05%) -0.30(-0.52%) -0.13(-1.42%) 酸酒行业 XD贵州茅 山西汾酒 五粮液 17838.01亿市值 2191.67亿市值 4647.45亿市值 19.97亿成交额 49.56亿成交额 10.69亿成交额 179.65 119.73 1420.00 +0.85(+0.48%) -0.45(-0.37%) +11.74(+0.83%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2340.72亿市值 2548.57亿市值 3294.75亿市值 14.13亿成交额 55.90亿成交额 42.74亿成交额 610.50 141.75 437.91 +3.76(+2.72%) -3.67(-0.83%) -0.61(-0.10%) 汽车整车 ...

金十图示：2025年06月26日（周四）富时中国A50指数成分股午盘收盘行情一览：成分股走势分化，保险、证券行业全线下跌 富时中国A50指数连续 保险 中国太保 队 中国人保 中国平安 ■ 3984.58亿市值 3628.79亿市值 10483.63亿市值 5.25亿成交额 18.20亿成交额 4.46亿成交额 37.72 57.57 9.01 -0.32(-0.84%) -0.31(-0.54%) -0.12(-1.31%) 酸酒行业 XD贵州茅 山西汾酒 五粮液 17878.33亿市值 2183.49亿市值 4663.36亿市值 10.48亿成交额 29.47亿成交额 6.01亿成交额 1423.21 178.98 120.14 +14.95(+1.06%) -0.04(-0.03%) +0.18(+0.10%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2352.21亿市值 2597.33亿市值 3337.98亿市值 41.30亿成交额 32.58亿成交额 8.57亿成交额 143.61 440.06 622.18 -1.52(-0.34%) +11.07(+1.81%) +5.62(+4.0 ...

每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 西部证券指出，新型电力系统试点申报启动，新疆发布加快构建新型电力系统通知，提出21条具体 政策措施，旨在打造高质量新型电力系统产业集群，推动新能源发展。国家电投2025年陆上第二批 2.5GW风机集采开标，除部分标段外，平均价格均超2000元/kW，风机价格回暖中，后续风电整机盈利 有望回升。5月，亚洲、北美逆变器出口金额同环比提升，光储出海景气度维稳，中国向亚洲出口逆变 器3.13亿美元，同比+27.92%，环比+19.32%。此外，特斯拉中国首个吉瓦时级电网侧储能项目签约， 采用Megapack建设独立储能电站，为电网侧储能发展奠定基础。 电网ETF跟踪的是恒生A股电网设备指数，该指数由恒生指数有限公司编制，从中国A股市场中选 取涉及发电、输电、配电设备制造等业务的上市公司证券作为指数样本，聚焦电网及电力设备相关领 ...

广信科技（920037.BJ）今日上市！近几日北交所行情很好，公司赶上了绝佳的上市时点，再加上自身 质地出色、发行估值又很低，从网上发行开始就遭"疯抢"，市场对其上市表现满怀期待。 而对于打新投资者来说，最关心的莫过于上市首日涨幅，尤其是最大涨幅和均价涨幅，对于上市涨幅的 测算，北研君在之前的文章中就给出过一套方法，通过这套方法，我们得出首日涨幅区间为： +433%~+586% 。具体的测算过程及最大涨幅、均价涨幅，请前往北研君小号翻阅。 超低估值的电网材料龙头，广信科技上市能涨多少？ ...

Group 1: Investor Protection and Engagement - The Beijing Listed Companies Association (北上协) is actively promoting investor protection to enhance communication and cooperation between listed companies and investors, which is essential for the healthy development of the capital market [1][2] - The "Shareholders Come" series of activities, held from April 10 to June 24, involved over 400 industry analysts and institutional investors visiting seven listed companies, primarily focusing on private enterprises [1][2] Group 2: Company Highlights and Innovations - Beijing Yubang Electric Technology Co., Ltd. (煜邦电力) showcased its strong growth, achieving a revenue of 940 million yuan with a year-on-year increase of 67.35% and a net profit of 111 million yuan, reflecting a significant growth of 195.77% [3] - Innovent Biologics, Inc. (诺诚健华) is set to launch innovative treatments in the blood cancer field, with its new drug, Tanshizhuo Monoclonal Antibody, expected to be approved in May 2025 [3][4] - Sanwei Xinan Technology Co., Ltd. (三未信安) demonstrated its advancements in cryptography, showcasing a self-developed XS100 cryptographic chip and a series of quantum-resistant products [4] Group 3: Strategic Alignment and Future Prospects - Companies are aligning their strategies with national development goals, such as Beijing Zhongke Jincai Technology Co., Ltd. (中科金财), which is focusing on AI technology applications and data value extraction [6] - Beijing Jiexun Feihong Electric Co., Ltd. (佳讯飞鸿) is innovating in the ICT field, particularly in smart transportation and defense information systems [7] - Tianzhihang Medical Technology Co., Ltd. (天智航) introduced its orthopedic surgical robot, which is the first of its kind to cover major orthopedic procedures, showcasing its advanced capabilities [8] Group 4: Market Environment and Future Directions - The "14th Five-Year Plan" emphasizes the importance of investor protection, particularly for small and medium investors, as part of broader capital market reforms [9] - The North Association aims to enhance transparency and communication between listed companies and investors, fostering a more stable investment environment [10] - The initiative seeks to help investors understand the core competitiveness and industry prospects of companies, encouraging a long-term investment perspective [10]

Core Viewpoint - The stock of Zhiyang Innovation (688191) shows a strong performance with a comprehensive score of 59.35, indicating a robust market position and potential for growth [1]. Price and Cost Analysis - The current main cost is 20.98 CNY, with a 5-day average of 20.73 CNY, a 20-day average of 20.03 CNY, and a 60-day average of 18.70 CNY [1]. - The stock has not experienced any limit-up or limit-down events in the past year [1]. Technical Analysis - Short-term resistance is at 21.32 CNY, while short-term support is at 20.44 CNY [2]. - The mid-term resistance is at 21.85 CNY, and mid-term support is at 18.21 CNY [2]. - The current short-term and mid-term trends are unclear, awaiting direction from main capital flows [2]. Capital Flow Data - On June 25, 2025, the net outflow of main capital was 150.68 thousand CNY, accounting for -2% of the total transaction volume [2][3]. - There was a net outflow of 195.63 thousand CNY from large orders, while large orders saw a net inflow of 44.95 thousand CNY [2][3]. - Retail investors experienced a net outflow of 301.57 thousand CNY [2][3]. Financial Data - The latest financial report indicates an earnings per share of -0.07 CNY and an operating profit of -0.07 million CNY [4]. - The price-to-earnings ratio is not available, while the sales gross margin stands at 28.939% [4]. - The net profit reported is -11,506,579.84 CNY [4]. Related Industry/Concept Sectors - The stock is associated with sectors such as power grid equipment (0.60%), digital twin (1.36%), artificial intelligence (1.57%), and the Internet of Things (1.33%) [4].