Core Viewpoint - Huaming Equipment (002270) reported that as of November 10, 2025, the total number of shareholders is 38,454 [1] Summary by Category - Company Information - Huaming Equipment has a total of 38,454 shareholders as of November 10, 2025 [1]

格林大华期货表示，AI竞争正由芯片竞争转向电力竞争，在人工智能，尤其是生成式AI的加持下，数 据中心的电力消耗正以惊人的速度攀升，并且这一趋势长期不变，美国能源信息署（EIA）预期美国的 电力消耗将在2025年和2026年创下历史新高，需求的增长主要受人工智能、 数据中心扩张等因素驱 动，电力需求持续短缺叠加变压器出口大增，储能及电力设备应是高配方向。 电网设备ETF（159326）是全市场唯一跟踪中证电网设备主题指数的ETF，从申万三级行业分类上看， 指数成分股的行业分布以输变电设备、电网自动化设备、线缆部件及其他、通信线缆及配套、配电设备 为主，拥有较强的代表性。特高压权重占比高达64%，全市场最高。前十大重仓股中囊括了国电南瑞、 特变电工、思源电气、特锐德等行业龙头。 11月12日午后，市场整体震荡，盘面上，电网设备板块整体回调，相关ETF方面，截至13点42分，全市 场唯一的电网设备ETF（159326）跌幅收窄至2.66%，盘中实时额超2.9亿元。持仓股中，平安电工、保 变电气、华通电缆、思源电气等涨势靠前。 AI爆发致使电力短缺逻辑不变，电网设备行业长期向好。11月11日，微软宣布，未来几年将在葡 ...

Core Viewpoint - Senyuan Electric experienced a stock price decline of 2.02% on November 12, with a current price of 5.81 CNY per share and a total market capitalization of 5.402 billion CNY [1] Financial Performance - For the period from January to September 2025, Senyuan Electric achieved a revenue of 2.084 billion CNY, representing a year-on-year growth of 8.23% [2] - The net profit attributable to the parent company for the same period was 144 million CNY, reflecting a year-on-year increase of 10.05% [2] Stock Market Activity - Year-to-date, Senyuan Electric's stock price has increased by 26.86%, with a recent decline of 2.19% over the last five trading days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent occurrence on January 22 [1] Shareholder Information - As of September 30, the number of shareholders for Senyuan Electric was 52,600, a decrease of 8.41% from the previous period [2] - The average number of circulating shares per shareholder increased by 9.18% to 17,671 shares [2] Dividend Distribution - Since its A-share listing, Senyuan Electric has distributed a total of 667 million CNY in dividends, with 37.19 million CNY distributed over the past three years [3] 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] - Senyuan Electric is classified under the power equipment industry, specifically in the sub-sector of power grid equipment and transmission and transformation devices [1]

Core Viewpoint - Weiteng Electric (688226.SH) plans to raise up to 299.8 million yuan through a simplified procedure for a specific audience, with funds allocated for working capital and two major manufacturing projects [1] Fundraising and Investment Plans - The company intends to allocate 75 million yuan for working capital, while the remaining funds will be directed towards two projects: - High-voltage bus intelligent manufacturing project with an investment of 118.7 million yuan, expected to add an annual capacity of 196,000 kA high-voltage bus [1] - Energy-saving transformer intelligent manufacturing project with an investment of 106 million yuan, projected to increase annual capacity by 3 million kVA for dry-type transformers, 1.5 million kVA for oil-immersed transformers, and 200 box-type substations [1] Historical Fundraising Overview - The company raised a net amount of 205.8 million yuan during its initial public offering, originally planning to invest in four projects but later focused on upgrading the bus workshop and a research center, canceling the working capital and a project for 2,000 sets of intelligent medium-voltage complete switchgear [1] - In 2022, the company raised a net amount of 569.8 million yuan through a specific issuance, with adjusted investments directed towards a 5 GWh energy storage system construction (399.8 million yuan) and working capital (170 million yuan), while canceling a project for 25,000 tons of photovoltaic welding strip intelligent production [1] - The energy storage project is expected to be completed by December 2025 and has not yet generated any benefits [1]

数据显示，南方基金旗下1只基金位居保变电气十大流通股东。南方中证1000ETF（512100）三季度减 持11.14万股，持有股数841.82万股，占流通股的比例为0.46%。根据测算，今日浮盈赚取约673.46万 元。 11月12日，保变电气涨7.09%，截至发稿，报12.08元/股，成交13.26亿元，换手率6.31%，总市值222.46 亿元。 资料显示，保定天威保变电气股份有限公司位于河北省保定市天威西路2222号，成立日期1999年9月28 日，上市日期2001年2月28日，公司主营业务涉及变压器、互感器、电抗器等输变电设备及辅助设备、 零部件的制造与销售。主营业务收入构成为：输变电产品99.30%，材料销售0.42%，其他0.28%。 从保变电气十大流通股东角度 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模766.3亿。今年以来收益28.07%，同类 排名1919/4216；近一年收益16.08%，同类排名2359/3937；成立以来收益13.33%。 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间7年7天，现任基金资产总规模12 ...

Core Insights - Beijing Keri's stock price decreased by 2.87% on November 11, with a trading volume of 448 million yuan [1] - The company reported a financing buy-in amount of 44.30 million yuan and a net financing buy of 5.02 million yuan on the same day [1][2] - As of November 11, the total financing and securities lending balance for Beijing Keri was 238 million yuan, representing 4.80% of its market capitalization [1] Financial Performance - For the period from January to September 2025, Beijing Keri achieved a revenue of 1.438 billion yuan, reflecting a year-on-year growth of 14.16% [2] - The net profit attributable to the parent company for the same period was 28.99 million yuan, showing a significant increase of 1417.63% year-on-year [2] Shareholder Information - As of September 30, 2025, the number of shareholders for Beijing Keri was 33,200, a decrease of 7.02% compared to the previous period [2] - The average number of circulating shares per shareholder increased by 7.54% to 15,972 shares [2] Dividend Distribution - Since its A-share listing, Beijing Keri has distributed a total of 396 million yuan in dividends, with 15.35 million yuan distributed over the past three years [3] Institutional Holdings - As of September 30, 2025, two institutional investors, including招商量化精选股票发起式A and 中信保诚多策略混合(LOF)A, have exited the list of the top ten circulating shareholders [3]

智通财经APP讯，威腾电气(688226.SH)发布公告，公司拟定增募资不超过3亿元，扣除发行费用后将用 于：高压母线智能制造项目、节能型变压器智能制造项目及补充流动资金。 ...

Core Viewpoint - The stock of Teriade experienced a decline of 2.01% on November 11, with a trading price of 29.27 yuan per share and a total market capitalization of 30.896 billion yuan. The company has seen a year-to-date stock price increase of 34.26% [1] Financial Performance - For the period from January to September 2025, Teriade reported a revenue of 9.834 billion yuan, a year-on-year decrease of 6.25%. However, the net profit attributable to shareholders increased by 53.55% to 686 million yuan [2] - Cumulatively, Teriade has distributed 684 million yuan in dividends since its A-share listing, with 314 million yuan distributed over the past three years [3] Shareholder Information - As of September 30, 2025, Teriade had 58,500 shareholders, an increase of 24.56% from the previous period. The average number of circulating shares per shareholder decreased by 19.37% to 17,643 shares [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 46.5151 million shares, an increase of 17.0536 million shares from the previous period [3]

Core Points - The stock price of Senyuan Electric increased by 3.26% on November 11, reaching 6.02 CNY per share, with a market capitalization of 5.597 billion CNY [1] - Year-to-date, Senyuan Electric's stock price has risen by 31.44%, with significant increases over various time frames: 6.93% in the last 5 trading days, 20.64% in the last 20 days, and 12.31% in the last 60 days [1] - The company has a primary business focus on the development, production, and sales of power transmission and distribution equipment, with 83.16% of revenue coming from transmission and transformation products [1] Financial Performance - As of September 30, the number of shareholders for Senyuan Electric was 52,600, a decrease of 8.41% from the previous period, while the average number of tradable shares per person increased by 9.18% to 17,671 shares [2] - For the period from January to September 2025, Senyuan Electric reported a revenue of 2.084 billion CNY, representing a year-on-year growth of 8.23%, and a net profit attributable to shareholders of 144 million CNY, up 10.05% year-on-year [2] Dividend Information - Since its A-share listing, Senyuan Electric has distributed a total of 667 million CNY in dividends, with 37.19 million CNY distributed over the past three years [3]

Core Insights - The stock price of Double杰 Electric has increased by 60.46% year-to-date, with a recent rise of 34.95% over the last five trading days [1] - The company reported a revenue of 3.309 billion yuan for the first nine months of 2025, reflecting a year-on-year growth of 29.08% [2] - The net profit attributable to shareholders for the same period was 125 million yuan, showing a year-on-year increase of 7.59% [2] Financial Performance - As of November 11, the stock price reached 11.12 yuan per share, with a market capitalization of 8.881 billion yuan [1] - The trading volume on November 11 was 771 million yuan, with a turnover rate of 11.14% [1] - The company has seen significant trading activity, with a net outflow of 12.1272 million yuan in principal funds on November 11 [1] Shareholder Information - As of September 30, 2025, the number of shareholders was 39,300, a decrease of 11.51% from the previous period [2] - The average number of circulating shares per shareholder increased by 13.00% to 15,795 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 10.2765 million shares as a new shareholder [3] Business Overview - Double杰 Electric, established in December 2002 and listed in April 2015, focuses on the research, development, production, sales, and operation in the power sector [2] - The company's revenue composition includes 49.10% from new energy development, 27.29% from smart electrical equipment, 12.74% from transformers and box-type substations, and 10.44% from new energy intelligent equipment [2] - The company operates within the electric power equipment industry, specifically in the transmission and distribution equipment sector [2]