证券日报网讯 12月16日，台基股份在互动平台回答投资者提问时表示，公司产品广泛应用于工业变频 器、电机驱动、高功率电源、数字能源、智能电网、轨道交通、新能源等电气系统和工控设备领域。 （文章来源：证券日报） ...

Group 1 - The company, Zhongneng Electric, primarily engages in the manufacturing of medium-voltage distribution cabinets, prefabricated cable accessories, high and low voltage complete equipment, and box-type substations [2] - In addition to its core manufacturing business, the company is cautiously expanding into new energy sectors such as EPC for solar storage projects and energy storage [2] - The main customers served by the company include power grid companies, China National Railway Group, large industrial clients, domestic major energy enterprises, and high energy-consuming commercial and industrial enterprises [2]

格隆汇12月16日丨中能电气(300062.SZ)公布，公司及子公司武汉市武昌电控设备有限公司、福建中能 电气有限公司近日获得"宝中铁路平凉南至安国镇扩能改造工程、宝中铁路安国镇至中卫段扩能改造工 程"、"中铁建工集团有限公司雄忻高铁雄安新区地下段相关工程雄安城际站装饰装修工程 XADXDZXSG标段高低压柜招标采购（二次）"、"国网江西电力2025年第二次配网（省网）协议库存 物资类公开招标采购项目"、"国家电网有限公司2025年华中、川渝区域第二次联合采购低压电力电缆、 一二次融合成套环网箱、一二次融合成套柱上断路器协议库存招标采购"等项目预中标、中标的通知。 预中标/中标/合同金额合计42,296.7793万元。 ...

中能电气公告，截至2025年12月15日，因公司可转换公司债券持续转股导致公司总股本增加至6.3亿 股，公司控股股东及其一致行动人在持股数量不变的情况下，合计权益比例从37.96%被动稀释至 36.76%。 ...

（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：请问公司数据中心电源研发业务预计2026年能部分达 成营收吗？ 禾望电气（603063.SH）12月16日在投资者互动平台表示，投资者您好，关于数据中心业务，公司目前 已有相关产品在研发。感谢您的关注！ ...

Core Insights - The article highlights the 2025 Super CEO list, which recognizes outstanding leaders across various industries who drive financial growth and shareholder returns while maintaining personal reputation [1] - China's actual foreign investment utilization is projected to decline to $116.24 billion in 2024, a 28.8% decrease year-on-year, marking the second consecutive year of decline after reaching a peak in 2022 [2] - Despite the decline, China remains the fourth-largest recipient of foreign direct investment globally, accounting for 7.7% of total global FDI in 2024 [2] Group 1: Foreign Investment Trends - The decline in China's foreign investment is attributed to a combination of global economic conditions, policy adjustments, domestic economic transformation, and changes in international competition [2] - The number of newly established foreign-invested enterprises in China is expected to reach 59,080 in 2024, a 9.9% increase year-on-year, indicating a positive trend despite the drop in investment amount [2] Group 2: Government Initiatives - The Chinese government is actively promoting policies to expand openness, including the "2025 Action Plan for Stabilizing Foreign Investment," which outlines 20 measures to enhance investment promotion and support foreign enterprises [3] - The 8th China International Import Expo showcased 4,108 companies from 138 countries, with an intention to transact $83.49 billion, a 4.4% increase from the previous year, highlighting China's commitment to global economic integration [3] Group 3: CEO Highlights - The article features notable CEOs leading multinational companies in China, such as: - Lou Jianfeng from BASF, who emphasizes green transformation and local investment despite a slight decline in sales [20] - Seto Onobu from FineToday, focusing on local innovation and sustainable practices, contributing to 40% of the company's global sales [21] - Dong Wei from Nike, who is steering the brand through challenges with a focus on local innovation and community engagement [22] - Schwann from Sanofi, who is enhancing local production capabilities with a significant investment in a new insulin production facility [23] - Yin Zheng from Schneider Electric, who is driving technological innovation and sustainable practices in response to market challenges [24] - Zhu Xiaotong from Tesla, who is adapting sales strategies to penetrate lower-tier markets [25] - Zhu Xiaojing from Walmart, who has successfully transformed the company into a leading omnichannel retailer in China [26] - Xiao Song from Siemens, who is implementing a "China Accelerate 2.0" strategy to enhance local R&D and production [27] - Liu Wenjuan from Starbucks, who is leveraging local insights to drive growth and enhance customer engagement [28] - Yang Xiaoping from Charoen Pokphand Group, who is focusing on green transformation and digitalization in the Chinese market [29]

来自上海的A股上市公司思源电气(002028.SZ)发布关于公司首次公开发行境外上市外资股(H股)并在香 港联合交易所有限公司主板上市方案的公告，公司拟发行境外上市外资股（H股）并申请在港交所主板 挂牌上市 。 思源电气指，公司将在股东会决议有效期内选择适当的时机和发行窗口完成本次发行并上市，具体发行 时间将由公司股东会授权董事会及/或董事会授权人士根据国际资本市场状况和境内外监管部门审批进 展情况确定。 思源电气本次发行并上市的H股之股份数量不超过发行后公司总股本的约15%(超额配售权行使前)，募 集资金用途将用于研发、供应链建设、管理及数字化提升、海外扩张及营运资金需求在内的一般企业用 途等。 思源电气，是一家专业从事电力技术研发、设备制造、工程服务的上市公司，依托新型电力系统的发展 机遇，积极培育新质生产力，加快实施创新驱动发展，持续精进核心技术和制造实力，秉持"创新智慧 新电能、尽享美好新生活"的使命，致力于成为电气行业全球领先企业。 思源电气(002028.SZ)于2004年8月5日在深交所上市，截至2025年12月16日午间收市，其总市值约 1146.71亿元人民币。 (截图来自雪球) ...

Group 1 - The core inquiry from investors is whether the products of the company and the target company for acquisition can be used for controlled nuclear fusion [2] - The company's own products mainly include medium voltage distribution cabinets, prefabricated cable accessories, high and low voltage complete equipment, and box-type substations, which are widely used in urban and rural distribution systems, railway power systems, power plants, industrial and mining enterprises, social infrastructure, hospitals, universities, and high-end buildings [2] - The company plans to acquire a firm primarily engaged in the research, development, production, and sales of high voltage transformers and high voltage switches [2]

Core Viewpoint - Huatai Securities predicts a super cycle in electricity development driven by overseas AI advancements and increased electrification rates in China, expecting significant growth in electricity demand that will exceed market expectations [1] Group 1: Electricity Demand Growth - The report emphasizes that the growth in electricity demand will be substantial and sustained, contrary to market expectations [1] - It highlights that while there may be short-term cyclical attributes due to bottlenecks in the new energy system, the long-term outlook remains positive [1] Group 2: Non-linear Growth in New Energy - The research indicates that the manufacturing characteristics of new energy and its low resource dependency will eventually lead to cost parity, resulting in non-linear growth in the industry [1] - This growth is expected to be driven by the tightening global electricity infrastructure [1] Group 3: Investment Opportunities - The report notes that there is a lack of recognition in the market regarding the revaluation of traditional electrical equipment (grid and power sources), which presents significant valuation gaps [1] - It suggests that the upcoming shortages in main network equipment and the export of traditional power equipment will create differentiated investment opportunities in the coming year [1]

（文章来源：第一财经） 华泰证券指出，与市场不同，基于海外AI发展和国内电气化率提升，我们更看好电力需求的增长幅度 和持续时间，电力发展将迎来超级周期，我们认为持续性和幅度都会更超预期。我们认为虽然短期能源 结构会因新能源系统瓶颈呈现周期属性，但是最终新能源制造业属性和对资源低依赖，必然使得未来系 统实现平价，产业将会再次出现非线性增长。我们认为全球电力基建紧张的大背景下，传统电气设备 （电网电源）的重估市场仍然认识不足，且存在较多估值洼地，明年主网设备的紧缺和传统电源设备出 海将带来差异化投资机会。 ...