电力电子

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麦格米特:公司为电力电子制造型企业,国内外均有完善的产能布局
Zheng Quan Ri Bao Wang· 2025-10-10 07:43
证券日报网讯麦格米特(002851)10月10日在互动平台回答投资者提问时表示,公司为电力电子制造型 企业,国内外均有完善的产能布局,公司泰国自建产能也正在逐步投入生产。为提升产能利用率,推动 精益生产,提高设备利用率和生产效率,公司当前的产能建设与布局采用了柔性化产线设计,公司多种 品类的产品制造需求皆可适配,可根据市场需求变化灵活调整生产节奏和批量。 ...
儒竞科技:接受汇丰资管等投资者调研
Mei Ri Jing Ji Xin Wen· 2025-09-28 10:29
每经AI快讯,儒竞科技(SZ 301525,收盘价:106.25元)发布公告称,2025年9月26日,儒竞科技接受 汇丰资管等投资者调研,公司董事、副总经理:邱海陵等人参与接待,并回答了投资者提出的问题。 (记者 曾健辉) 免责声明:本文内容与数据仅供参考,不构成投资建议,使用前请核实。据此操作,风险自担。 截至发稿,儒竞科技市值为100亿元。 每经头条(nbdtoutiao)——农夫大战怡宝,抢到更多蛋糕的却是宗馥莉!农夫绿瓶上市后,怡宝上 演"滑铁卢":市占率大跌近5个百分点 2024年1至12月份,儒竞科技的营业收入构成为:电力电子占比100.0%。 ...
思源电气(002028.SZ)拟不超4亿元参设合资公司 经营基于IGCT器件平台的电力电子相关技术产品
智通财经网· 2025-09-26 11:51
智通财经APP讯,思源电气(002028.SZ)公告,公司计划使用自有资金和第三方在北京市怀柔区共同设立 合资公司北京思源怀实能源技术有限公司,其中公司投资额不超过4亿元。合资公司业务范围为:基于 IGCT器件平台的电力电子相关技术产品研发、生产、销售等。 据公告所示,本次投资系以怀柔实验室为代表的技术方和以公司为代表的产业方拟在北京怀柔区怀柔科 学城共同设立合资公司。其中,以怀柔实验室为代表的技术方以知识产权形式出资,知识产权出资比例 暂定为30%,公司为代表的产业方以现金形式出资,出资比例暂定为70%,且公司的现金出资额不超过 4亿元。本次投资暂未签署正式协议。 ...
英伟达引爆800V革命!阳光电源押宝 AIDC电源,能否挑战“算力供电” 老兵?
Mei Ri Jing Ji Xin Wen· 2025-09-26 06:05
Core Insights - Major investments in AI infrastructure are being made by companies like Oracle and Nvidia, with Nvidia planning to invest up to $100 billion in OpenAI to support its AI data center expansion [1] Group 1: AI Data Center Developments - Nvidia is initiating an 800V revolution in AI data center power supply, aiming for full-scale production of its new Rubin processor by 2027 [2] - The AI data center power market is attracting domestic players, with companies like Sungrow Power announcing the establishment of an AIDC division, targeting product launches by 2026 [2][3] - The AI data center power market is projected to reach a potential market size of $24 billion by 2028, according to UBS [4] Group 2: Sungrow Power's Strategic Focus - Sungrow Power's revenue from energy storage has significantly increased from 6.06% in 2020 to an expected 40.21% in 2024, indicating a strategic pivot towards energy storage [2][3] - The company is positioning itself for the AIDC market with a comprehensive approach, focusing on overseas markets and innovative solutions for both high and low voltage sides [4][5] Group 3: Competitive Landscape - Competitors like DeYee Co. are also entering the AIDC power market, with plans to develop solid-state transformers for data centers [4][5] - The AIDC power supply market is characterized by high competition, with established players like Huawei and Schneider leading the market [4][5] Group 4: Technology Trends - The transition from traditional AC UPS systems to HVDC systems is gaining traction, with HVDC offering higher efficiency and lower land usage [6][7] - The integration of advanced power electronics technology is crucial for both HVDC and photovoltaic inverter applications, providing a foundation for companies like Sungrow Power to transition into the HVDC sector [11][12] Group 5: Future Prospects - Sungrow Power expresses confidence in its ability to enter the HVDC market, leveraging its existing technology and expertise in power electronics [10][11] - The collaboration with domestic semiconductor companies is seen as a potential advantage for Sungrow Power in developing HVDC solutions [12][13]
爱科赛博股价涨5.09%,华富基金旗下1只基金重仓,持有5.41万股浮盈赚取10.23万元
Xin Lang Cai Jing· 2025-09-22 06:08
9月22日,爱科赛博涨5.09%,截至发稿,报39.01元/股,成交6218.52万元,换手率1.84%,总市值45.01 亿元。 资料显示,西安爱科赛博电气股份有限公司位于陕西省西安市高新区新型工业园信息大道12号,成立日 期1996年1月19日,上市日期2023年9月28日,公司主营业务涉及电力电子变换和控制设备的研发、生产 和销售。主营业务收入构成为:精密测试电源62.98%,电能质量控制设备17.25%,特种电源16.85%, 其他(补充)2.74%,其他0.19%。 从基金十大重仓股角度 华富天鑫灵活配置混合A(003152)成立日期2016年12月29日,最新规模2474.5万。今年以来收益 12.3%,同类排名5503/8244;近一年收益61.98%,同类排名2121/8066;成立以来收益81.64%。 华富天鑫灵活配置混合A(003152)基金经理为王羿伟。 截至发稿,王羿伟累计任职时间3年330天,现任基金资产总规模4.22亿元,任职期间最佳基金回报 83.06%, 任职期间最差基金回报-32.32%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包 ...
欣锐科技:公司一直致力于电力电子技术的研究与开发
Zheng Quan Ri Bao Wang· 2025-09-19 15:13
证券日报网讯欣锐科技(300745)9月19日在互动平台回答投资者提问时表示,公司一直以来都致力于 电力电子技术的研究与开发,在车载电源领域公司率先应用了第三代半导体碳化硅(SiC)技术并实现量 产。这项技术致力于提升产品在高压、高温环境下运行的稳定性、安全性、可靠性,并实现产品的小型 化、轻量化及高端化。这些技术特性(高效率、高功率密度、高可靠性)本身,与无人机、eVTOL(电动 垂直起降飞行器)等低空飞行器对能源系统的严苛要求(长续航、高安全、轻量化)在技术方向上具有高度 的契合性。公司一贯秉持"锐意进取、协同创新"的理念,公司深耕多年且持续创新的SiC大功率电力电 子能量变换技术,具备一定的通用性和扩展性,能够适应多种电力电子能量变换的需求。公司产业的合 作与开拓将建立在对市场需求的审慎判断和技术可行性的坚实基础之上。关于公司技术与合作情况请参 考公开披露信息。 ...
儒竞科技:9月19日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-09-19 10:48
(记者 曾健辉) 截至发稿,儒竞科技市值为91亿元。 每经头条(nbdtoutiao)——5万亿ETF的370名基金经理薪酬大揭秘!他们的日常工作,就是跟着指数 买股票吗? 每经AI快讯,儒竞科技(SZ 301525,收盘价:96.15元)9月19日晚间发布公告称,公司第二届第十次 董事会会议于2025年9月19日在公司会议室以现场及通讯表决方式召开。会议审议了《关于使用部分暂 时闲置募集资金及自有资金进行现金管理的议案》等文件。 2024年1至12月份,儒竞科技的营业收入构成为:电力电子占比100.0%。 ...
中科意创(无锡)科技有限公司成立 注册资本2000万人民币
Sou Hu Cai Jing· 2025-09-16 22:55
Core Viewpoint - Recently, Zhongke Yichuang (Wuxi) Technology Co., Ltd. was established with a registered capital of 20 million RMB, focusing on various sectors including power electronics and new energy equipment manufacturing [1] Company Summary - The legal representative of Zhongke Yichuang is Ren Guanghui [1] - The registered capital of the company is 20 million RMB [1] - The company operates in multiple areas such as manufacturing and sales of power electronic components, electric motors, and semiconductor devices [1] Industry Summary - The business scope includes engineering and technology research and development, as well as manufacturing and sales of industrial automation control systems [1] - The company is involved in the production of new energy drive equipment and automotive parts [1] - The operations also cover the manufacturing and sales of semiconductor discrete devices [1]
赛晶科技:电力技术新经济赛道的实干者,凭三重优势打开投资想象空间
Zhong Jin Zai Xian· 2025-09-11 10:20
Core Viewpoint - The article highlights the growing significance of power electronics in the energy revolution and industrial upgrade, with Sai Jing Technology (0580.HK) emerging as a key player due to its continuous performance breakthroughs, high business growth potential, and technological innovation reserves [1] Financial Performance - Sai Jing Technology's revenue increased from 1.05 billion in 2023 to 1.61 billion in 2024, representing a 53% year-on-year growth; in the first half of 2025, revenue reached 888 million, maintaining a 35% growth [2] - The company's net profit surged from approximately 31 million in 2023 to 102 million in 2024, a 225% increase, with net profit margin rising from 2.4% to 5.3%; in the first half of 2025, net profit further increased to approximately 93 million, with a net profit margin of 9.6% [2] Business Segments - Sai Jing Technology's two main business lines—ultra-high voltage (UHV) and self-developed power semiconductors—are positioned to benefit from energy transition and domestic substitution trends [3] - The UHV business grew by 38% in the first half of 2025, generating an additional 105 million in revenue, supported by major domestic and international project deliveries [4] - The self-developed power semiconductor segment saw sales revenue of 53.15 million in the first half of 2025, a 231% year-on-year increase, indicating a shift from technology breakthrough to commercial volume [5] Technological Innovation - The company has made significant advancements in solid-state DC circuit breakers and pulse power switches, which are expected to open up long-term growth opportunities [6] - Sai Jing Technology has received certifications for its solid-state DC circuit breakers, with products covering voltage levels from 1kV to 3kV and a maximum current of 5kA, positioning it favorably in the market [6] - The pulse power switch technology has been applied in over 80 projects across Europe, the US, and China, with potential applications in clean energy and high-energy physics research [7] Investment Outlook - The company represents a balance between "certainty" from its UHV business and "imagination" from its self-developed semiconductors and emerging technologies, making it a noteworthy investment opportunity in the high-end manufacturing and new energy sectors [8]
调研速递|奥海科技接受线上投资者调研,聚焦AI时代业务布局与技术创新要点
Xin Lang Cai Jing· 2025-09-05 14:49
Core Insights - The company held a semi-annual performance briefing on September 5, 2025, discussing its business layout, strategies to cope with international situations, and applications of AI technology [1] Business Direction in the AI Era - The company positions itself as a leader in energy exchange solutions for the AI era, focusing on three main areas: comprehensive energy solutions around computing power, power and control solutions for electric vehicles, and upgrades for consumer electronics power [1] - The growing demand for computing power in the AI era is expected to drive the need for high-power computing power supplies, with the company benefiting across multiple sectors due to the interconnection of technologies in vehicle and consumer electronics [1] Response to International Situations - To address global supply chain restructuring and changes in international trade policies, the company has established a network of six intelligent manufacturing bases worldwide [1] - The company has a low dependency on the U.S. market and possesses advantages in global production capacity layout, supply chain autonomy, and technological establishment, anticipating limited direct impact from current tariff adjustments [1] AI-Driven Charging Product Opportunities - AI technology is driving equipment upgrades and creating new charging demands, such as increased charging power for smartphones, AIPC, and IoT devices [1] - The company has entered the supply chain of several mainstream AI-related smart device power suppliers and launched its first AI smart charger, integrating AI into the entire R&D and operational process for precise innovation and efficient transformation [1] Power Electronics Technology Layout - The company has mastered technologies such as multilayer planar transformers, applicable in supercomputing server power supplies, and is applying AI large models in system development and operational control [1] - Innovations in new materials and devices are being pursued, including high-frequency low-loss magnetic materials and new thermal management solutions [1] Business Development Post 3C Incident - The company is involved in setting new industry standards and has obtained 3C certification for its products, which are sold globally and meet various certification requirements [1] Robotics Business Situation - The global robotics industry is expanding, with some electric vehicle and consumer electronics brands venturing into robotics [1] - The company has established partnerships with leading enterprises, aiming to integrate into the supply chain, with existing products matching the charging power of mainstream robotic products [1] Server Power Supply and Photovoltaic Storage Business - In response to the energy structure transformation and growing demand for home storage, the company has developed an integrated product matrix for "light storage and charging," achieving a 99.5% yield rate for its integrated charging and discharging devices [1] - The company is targeting energy management upgrades for data centers, offering comprehensive solutions for server and computing power supplies, with a product range from 550W to 8000W [1] Nitride Gallium Chip Application - The company is a leading player in the industry for the shipment of gallium nitride power products, collaborating well with mainstream suppliers to address industry challenges, with plans to extend this technology into the server power supply sector [1]