8月8日又有华安证券（600909）发布研报《海外业务快速增长，毛利率稳步提升》，预计25/26/27年公司归母净利为 687.79/784.97/914.74亿元(前值693.14/846.67/1003.12亿元)，对应PE为17X/15X/13X，维持"买入"评级。 券商评级是指证券公司的分析师，通过分析上市公司的财务潜力、财务指标、公司运营治理能力，然后进行实地考察调研后得出的 评论，备受投资者关注。 中宠股份（002891）也备受券商关注，近一个月获山西证券、开源证券、海通国际、华安证券、信达证券（601059）、群益证券、 东吴证券、国金证券等9份券商研报关注，位居8月8日券商力推股第三。 据证券之星数据库不完全统计，8月8日券商共给予超20家A股上市公司"买入"评级。从行业分布看，券商8月8日关注的个股聚焦于食 品饮料、电池、农牧饲渔、电网设备、化学制药、专用设备、银行等行业。 | 股票代码 | 股票简称 | 报告名称 | 评级变动 | 机构 | 近一月个 股研报数 | 行业 | 日期 | | --- | --- | --- | --- | --- | --- | --- | --- | | 6 ...

责任编辑：公司观察 分行业来看，A股和新三板电网设备行业（申万二级）进入统计的上市公司共104家，CFO薪酬合计金额7226.57万元，平均年薪约69.49万元。 行业内，良信股份2024年营收同比下降7.57%，归母净利润同比下降38.92%，而公司CFO程秋高年内却涨薪20%，以154.49万元年薪上榜。 | 简称 | 行业(申万二级) | CFO | -- 薪酬(万) | 薪酬变化 | 归母浄利（亿） | 增速 | 学历 | | --- | --- | --- | --- | --- | --- | --- | --- | | 正泰电器 | 电网设备 | 林贻明 | 322.18 | -0.3% | 38.74 | 5.1% | 硕士 | | 安科瑞 | 电网设备 | 罗叶兰 | 193.14 | 41.2% | 1.70 | -15.7% | 本科 | | 顺钢股份 | 电网设备 | 魏恒刚 | 180.02 | 8.5% | 0.94 | 46.1% | 本科 | | 众业达 | 电网设备 | 王宝玉 | 178.03 | 0.8% | 1.69 | -33.3% | 硕士 | | 思源电气 | 电 ...

Core Insights - The report indicates that in 2024, the total salary for A-share listed company secretaries reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [3] - Among the 134 listed companies in the electric equipment industry, the total salary for secretaries amounted to 89.8477 million yuan, with an average salary of 670,500 yuan [3] - Notably, despite a 0.35% decline in revenue and a significant 61.37% drop in net profit for TBEA, its secretary, Jiao Haihua, earned an annual salary of 1.64 million yuan, more than double the industry average [3] Industry Summary - The electric equipment sector (Shenwan secondary industry) includes 134 listed companies, with a total secretary salary of 89.8477 million yuan and an average salary of 670,500 yuan [3] - Key companies and their secretaries' salaries include: - Zhengtai Electric: 2.4702 million yuan, down 17.07% [4] - *ST Huicheng: 2.1001 million yuan, up 107.87% [4] - Anke Rui: 1.9314 million yuan, up 41.23% [4] - Shun Na Co.: 1.8002 million yuan, up 8.48% [4] - TBEA: 1.6400 million yuan, down 3.06% [4]

Group 1 - The total salary of A-share listed company secretaries in 2024 reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] - Among the 134 listed companies in the electric grid equipment industry, the total salary of secretaries amounted to 89.8477 million yuan, with an average salary of 670,500 yuan [1] - Ankerui's revenue and net profit attributable to shareholders decreased by 5.24% and 15.68% year-on-year, while its secretary's salary increased by 56.4% to 1.9314 million yuan, ranking third in the industry [1] Group 2 - The salary changes of key secretaries in the electric grid equipment industry show significant variations, with *ST Huicheng's secretary salary increasing by 107.87% to 2.1001 million yuan, while Zhengtai's secretary salary decreased by 17.07% to 2.4702 million yuan [2] - The top five highest-paid secretaries in the electric grid equipment sector include Ankerui's secretary at 1.9314 million yuan, followed by Shun sodium's at 1.8002 million yuan, and Siyuan Electric's at 1.7250 million yuan [2] - The educational background of the top secretaries varies, with the highest-paid secretary holding a doctorate, while others have master's and bachelor's degrees [2]

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股和新三板电网设备行业（申万二级）进入统计的上市公司共134家，董秘薪酬合计金额8984.77万元，平均年薪67.05万元。 行业内，ST长园（维权）2024年营收同比下降7.22%，归母净利润-9.78亿，由盈利转为大幅亏损。同时，公司因2024年年度审计报告、内控审计报告，以及 出售参股子公司股权事项，多次收到监管工作函。 然而，公司董秘顾宁仍以166.99万元年薪上榜，相比2023年几乎未变，超同行平均薪酬2倍以上。 | 证券间称 | 行业(申万二级) | 重秘 | 2024新聞 | 薪酬变化 | 増減幅 | 学历 | | --- | --- | --- | --- | --- | --- | --- | | 正泰电器 | 电网设备 | 潘洁 | 247.02 | -50. 83 | -17.07% | 博士 ...

没有股票账户的投资者可关注国泰中证光伏产业ETF发起联接C（013602），国泰中证光伏产业ETF发 起联接A（013601）。 华安证券指出，光伏产业链价格联动上涨，硅料价格稳中有涨，N型硅料涨幅收窄；硅片、电池片价格 延续上涨，组件价格小幅抬升。产业链成本传导持续释放，价格上涨动能由中上游向终端逐步传导，市 场博弈氛围仍存，终端接受度与新增订单兑现节奏仍需关注。风电方面，多地大型海风项目持续推进， 深远海布局加速推进，工程体系加速完善。储能行业强制性国标生效，国内上半年采招数据维系高景气 度，欧洲大储招标超预期，户储需求持续复苏。氢能产业"制储输用"全链条纳入央行绿色金融支持目 录，盐穴储氢项目开工建设，行业发展按下加速键。电网设备领域，微软、Meta上调资本开支预期， AIDC电力设备板块机会值得关注。 每日经济新闻 光伏50ETF（159864）跟踪的是光伏产业指数（931151），该指数从市场中选取涉及硅材料、电池片、 组件、系统集成等光伏产业链各环节的上市公司证券作为指数样本，以反映太阳能光伏行业相关上市公 司证券的整体表现。光伏产业指数聚焦新能源和环保领域，具有高成长性和政策导向性特征，能够较好 ...

证券之星消息，8月7日电网设备板块较上一交易日下跌0.27%，长城电工领跌。当日上证指数报收于 3639.67，上涨0.16%。深证成指报收于11157.94，下跌0.18%。电网设备板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日电网设备板块主力资金净流出11.22亿元，游资资金净流入1.16亿元，散户资金 净流入10.06亿元。电网设备板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600406 | 国电南瑞 | 9169.05万 | 10.84% | -3589.95万 | -4.24% | -5579.10万 | -6.59% | | 002706 | 良信股份 | 7959.00万 | 7.70% | -3467.45万 | -3.35% | -4491.56万 ...

Group 1 - The stock price of Sanyou Lianzhong closed at 12.37 yuan on August 6, 2025, with an increase of 0.16% compared to the previous trading day [1] - The trading volume for the day was 84,309 hands, with a total transaction amount of 104 million yuan [1] - Sanyou Lianzhong operates in the power grid equipment industry, focusing on the research, development, production, and sales of relays and related products [1] Group 2 - The company's products are widely used in home appliances, automotive electronics, and industrial control sectors [1] - On the same day, a block trade occurred where an institutional account purchased 185,000 shares at a price of 11.04 yuan per share, totaling 2.0424 million yuan, which represents a discount of 10.75% compared to the closing price [1] - On August 6, the net outflow of main funds was 17.2272 million yuan, with a cumulative net outflow of 42.9056 million yuan over the past five days [1]

Group 1 - The latest stock price of the company is 13.93 yuan, an increase of 0.07 yuan from the previous trading day, with a trading range between 13.80 yuan and 13.96 yuan, and a total transaction amount of 0.42 billion yuan for the day [1][1][1] - The company operates in the power grid equipment industry, focusing on the research, development, production, and sales of smart grid communication modules and electricity information collection terminals, primarily used in the construction of electricity information collection systems in the power industry [1][1][1] Group 2 - As of July 31, the number of shareholders is 15,600, a decrease of 263 from July 18, representing a decline of 1.66%, marking the second consecutive decline since May 20, with a cumulative decline of 5.3% during this period [1][1][1] - The average number of shares held per shareholder is 10,200 shares, with an average holding value of 136,900 yuan [1][1][1] Group 3 - On August 6, the net outflow of main funds was 18,200 yuan, with a cumulative net outflow of 21,093,300 yuan over the past five trading days [1][1][1]

Company Overview - McAudie closed at 16.96 yuan on August 6, with an increase of 1.31%, and a rolling PE ratio of 53.33, marking a new low in 12 days, with a total market value of 8.775 billion yuan [1] - The company's main business includes the production and sales of epoxy insulation parts, optical microscopes, molds, medical testing products, and the provision of medical diagnostic services and energy internet technology research and operation [1] Financial Performance - In the latest quarterly report for Q1 2025, the company achieved an operating revenue of 316 million yuan, representing a year-on-year increase of 5.91%, and a net profit of 34.8816 million yuan, up 9.70%, with a gross profit margin of 41.77% [1] Industry Comparison - The average PE ratio for the electrical equipment industry is 37.44, with a median of 41.67, placing McAudie at the 102nd position within the industry [1] - The static PE ratio for McAudie is 54.35, and the price-to-book ratio is 4.73 [2] - The total market value of the industry averages 19.63 billion yuan, with the median at 50.03 billion yuan [2] Capital Flow - On August 6, McAudie experienced a net outflow of 1.9645 million yuan in principal funds, with a total outflow of 26.8766 million yuan over the past five days [1]