专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁"，在上市公司资本运作中发挥着关键作用。新浪财经《2024年度A股董秘数据报告》显示，2024年A股上市公司董 秘薪酬合计达40.86亿元，平均年薪75.43万元。 分行业来看，A股和新三板风电设备行业（申万二级）进入统计的上市公司共26家，董秘薪酬合计金额1798.13万元，平均年薪69.16万元。 责任编辑：公司观察 行业内，电气风电自2022年至2024年，已连续3年亏损，公司董秘黄锋锋年薪仍达88.17万元，超同行平均薪酬。 | | | | 2024年以电控审门派工中公司重仪新邵传 | | | | | --- | --- | --- | --- | --- | --- | --- | | 证券间称 | 行业(申万二级) | 董秘 | 2024新聞 | 新酬变化 | 増減幅 | 学历 | | 金凤科技 | 风电设备 | 司金信 | 365. 01 | 12. 88 | 3.66% | 硕士 | | 天顺风能 | 风电设备 | 朱彬 | 102. 38 | 15. 38 | 17.68% ...

Group 1 - The index focuses on the energy storage sector, consisting of 50 companies involved in battery manufacturing, energy storage battery inverters, energy storage system integration, and battery temperature control and firefighting, which are expected to benefit from future energy development opportunities [2] - The photovoltaic ETF managed by E Fund tracks the China Securities Photovoltaic Industry Index, which is a strong representative of future energy, comprising 50 representative companies across the upstream, midstream, and downstream of the industry chain [4] - As of the midday close, the photovoltaic index experienced a change of 0.7% [4] Group 2 - The carbon neutrality ETF managed by E Fund tracks the China Securities Shanghai Environmental Exchange Carbon Neutrality Index [5]

Market Overview - A-shares experienced a rebound after hitting a low, with a total trading volume of approximately 1.1 trillion yuan in the first half of the trading day [1] - The engineering machinery, wind power equipment, and gas sectors showed gains, while the ERP concept and Huawei Euler sectors faced adjustments [1] - The Hong Kong stock market saw a pullback, with the electric power equipment and rare earth permanent magnet sectors leading the gains [1] Index Performance - By midday, the CSI A500 index and the CSI 300 index both increased by 0.1%, while the ChiNext index rose by 0.2% [1] - The Shanghai Stock Exchange Science and Technology Innovation Board 50 Index declined by 0.8%, and the Hang Seng China Enterprises Index fell by 0.6% [1] ETF Composition - The ChiNext ETF tracks the ChiNext Index, which consists of 100 stocks with high market capitalization and liquidity, with a significant proportion in strategic emerging industries, particularly electric power equipment, pharmaceuticals, and electronics, accounting for over 55% [3] - The Science and Technology Innovation Board 50 ETF tracks the SSE Science and Technology Innovation Board 50 Index, composed of 50 stocks with high market capitalization and liquidity, featuring a prominent focus on technology, with semiconductors making up over 60% and medical devices, software development, and photovoltaic equipment combined accounting for over 75% [3]

上证报中国证券网讯 8月8日，A股三大股指早盘小幅上涨，截至午间收盘，沪指涨0.07%，深成指涨 0.14%，创业板指涨0.21%。 来源：上海证券报·中国证券网 盘面上看，工程机械、风电设备、光伏设备等板块涨幅居前；AI智能体、半导体、教育等板块跌幅居 前。 ...

Market Overview - The A-share market experienced slight fluctuations with minor gains in the morning session, with the Shanghai Composite Index up by 0.07% to 3642.10 points, the Shenzhen Component Index up by 0.14% to 11173.87 points, and the ChiNext Index up by 0.21% to 2347.83 points [1] Sector Performance Top Gaining Sectors - The engineering machinery sector led the gains with an increase of 3.13%, achieving a total trading volume of 1,133.99 million hands and a total transaction value of 170.62 billion [2] - The wind power equipment sector followed with a rise of 2.71%, with a trading volume of 659.39 million hands and a transaction value of 89.64 billion [2] - The rail transit equipment sector saw an increase of 1.58%, with a trading volume of 257.26 million hands and a transaction value of 26.61 billion [2] Top Declining Sectors - The software development sector experienced the largest decline at -2.23%, with a trading volume of 1,902.91 million hands and a transaction value of 412.41 billion [2] - The IT services sector fell by 1.65%, with a trading volume of 2,692.79 million hands and a transaction value of 411.94 billion [2] - The semiconductor sector decreased by 1.62%, with a trading volume of 1,265.75 million hands and a transaction value of 586.80 billion [2]

Market Overview - As of August 8, A-shares' three major indices collectively rose, with the Shanghai Composite Index up 0.07%, the Shenzhen Component Index up 0.14%, and the ChiNext Index up 0.21% [2] - The North Exchange 50 Index decreased by 0.30% [2] - The total trading volume in the Shanghai and Shenzhen markets reached 1,093.3 billion yuan, a decrease of 112.9 billion yuan compared to the previous day [2] - Over 2,200 stocks in the market experienced an increase [2] Sector Performance - The engineering machinery, wind power equipment, and gas sectors showed strong performance [2] - The engineering machinery sector saw significant gains, with companies like Iron Tuo Machinery, Wuxin Tunnel Equipment, and Weiman Sealing rising over 10%, and Shanhe Intelligent hitting the daily limit [2] - The wind power equipment sector also performed well, with Feiwo Technology reaching the daily limit [2] - The gas sector was active in the morning, with Hongtong Gas hitting the daily limit [2] - Conversely, the ERP concept sector experienced low-level fluctuations, with Dingjie Smart falling over 10% [2] - The Huawei Euler sector weakened, with Saiyi Information dropping over 8% [2]

Group 1 - Wind power equipment experienced significant price increases, with Electric Wind Power reaching a new high during trading [1] - Feiwo Technology saw a 20% limit-up increase, indicating strong market interest [1] - Other companies such as Yunda Co., China Shipbuilding Technology, Zhenjiang Co., Taisheng Wind Energy, and Tianneng Heavy Industry also experienced upward movement in their stock prices [1]

Company Overview - 威力传动's stock price closed at 58.25 yuan on August 7, down 1.43 yuan or 2.40% from the previous trading day [1] - The stock opened at 59.02 yuan, reached a high of 60.03 yuan, and a low of 58.00 yuan, with a trading volume of 24,526 hands and a transaction amount of 144 million yuan [1] Industry Context - 威力传动 operates in the wind power equipment industry, focusing on the research, development, production, and sales of wind turbine gearboxes and transmission systems [1] - The company's products are primarily used in both onshore and offshore wind power sectors [1] Market Activity - Around 10:19 AM on August 7, 威力传动's stock experienced a rapid rebound, increasing over 2% within 5 minutes, reaching a price of 59.67 yuan with a transaction amount of approximately 70 million yuan [1] - On the same day, the net outflow of main funds was 463.72 thousand yuan, accounting for 0.36% of the circulating market value [1] - Over the past five trading days, the cumulative net inflow of main funds was 668.09 thousand yuan, representing 0.52% of the circulating market value [1]

Group 1 - Hewei Electric achieved a net profit of 243 million yuan in the first half of 2025, a year-on-year increase of 56.79% [1] - The company reported a revenue of 1.884 billion yuan, representing a year-on-year growth of 36.39% [1] - Hewei Electric specializes in the sales of wind power converters and photovoltaic inverters, along with related services [1] Group 2 - Jidian Co. received approval for a 1507.93 MW wind power project, increasing its approved project capacity to 1607.93 MW, over 10% of last year's total installed capacity [2] - The company focuses on the research, production, and sales of thermal power, hydropower, and renewable energy [2] Group 3 - Nanya New Materials reported a net profit of 87.19 million yuan in the first half of 2025, a year-on-year increase of 57.69% [2] - The company achieved a revenue of 2.305 billion yuan, reflecting a year-on-year growth of 43.06% [2] - Nanya specializes in the design, research, production, and sales of copper-clad laminates and bonding sheets [2] Group 4 - Rongzhi Rixin reported a net profit of 14.24 million yuan in the first half of 2025, a significant year-on-year increase of 2063.42% [2] - The company achieved a revenue of 256 million yuan, representing a year-on-year growth of 16.55% [2] - Rongzhi Rixin provides intelligent operation and maintenance solutions for industrial equipment [3] Group 5 - Jiasheng Group reported a net profit of 142 million yuan in the first half of 2025, a year-on-year decrease of 14.46% [4] - The company achieved a revenue of 1.171 billion yuan, showing a slight year-on-year growth of 0.19% [4] - Jiasheng specializes in the production and manufacturing of knitted sportswear [4] Group 6 - Lidong Group's subsidiary received project approvals for aluminum alloy wheels from international automotive manufacturers, with expected sales of approximately 1.643 billion yuan over the project duration [5][6] - The company focuses on the research, manufacturing, and sales of aluminum alloys and related products [6] Group 7 - Jianglong Shipbuilding won a bid for a 78.55 million yuan infrastructure project in the marine economic development zone [7] - The project has a duration of 540 days and involves the design, research, production, and sales of various types of boats [7] Group 8 - Liyuan Information reported a net profit of 96.13 million yuan in the first half of 2025, a year-on-year increase of 65.79% [31] - The company achieved a revenue of 4.034 billion yuan, reflecting a year-on-year growth of 17.46% [31] - Liyuan specializes in the distribution of electronic components and the development of smart grid products [31] Group 9 - Baijie Shenzhou reported a net profit of 450 million yuan in the first half of 2025, reversing a loss of 287.7 million yuan from the previous year [32] - The company achieved total revenue of 17.518 billion yuan, a year-on-year increase of 46% [32] - Baijie Shenzhou focuses on the research, development, production, and commercialization of innovative drugs [32] Group 10 - Xianhe Co. plans to invest 11 billion yuan in a new integrated high-performance paper-based material project [34] - The project will include the construction of production lines for bamboo pulp and high-performance paper-based materials [34] Group 11 - Zhongchuan Technology's subsidiary plans to invest approximately 5.712 billion yuan in a 1.3 million kilowatt wind power project [35] - The company specializes in wind turbine manufacturing and related engineering services [35] Group 12 - Source Technology received a purchase order worth 1.415 billion yuan for high-power laser chips [20] - The company focuses on the research, design, production, and sales of optical chips [21]

证券之星消息，8月6日风电设备板块较上一交易日上涨0.78%，电气风电领涨。当日上证指数报收于 3633.99，上涨0.45%。深证成指报收于11177.78，上涨0.64%。风电设备板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600072 | 中船科技 | 7559.00万 | 8.89% | -875.27万 | -1.03% | -6683.73万 | -7.86% | | 300690 | 双一科技 | 5102.23万 | 7.61% | 3765.10万 | 5.62% | -8867.33万 | -13.23% | | 688660 电气风电 | | 4641.77万 | 3.14% | -3248.13万 | -2.20% | -1393.63万 | -0.94% | | 300443 | 金雷股份 | 1889.73万 | 8.09% | -938.08万 | -4.01 ...