格隆汇10月10日丨新风光(688663.SH)在投资者互动平台表示，公司正在积极参与可控核聚变的电源项 目，并与相关科研机构及项目公司保持密切联系。公司将可控核聚变相关电源业务提升至公司战略高 度，设立专门的部门，由副总工程师亲自带领团队进行技术攻关，以提供符合核聚变要求的相关产品。 ...

（编辑 袁冠琳） 证券日报网讯 盛弘股份10月9日在互动平台回答投资者提问时表示，公司密切关注AIDC配储的相关方 向，并且于2025年6月成立了AIDC事业部，在已有电能质量如APF、SVG等产品的基础上，着力调研和 研发新产品来解决新需求。短期内，公司会基于自身技术积累，从电源产品着手开发，如HVDC、SST 等AIDC供电领域的新方向。通过深度市场调研和与下游客户的积极沟通交流等方式，加快产品研发落 地，争取为公司收入规模增长带来新动力。长期来看公司将致力于成为AIDC用能综合解决方案商，不 仅在产品端持续创新，提供更高效、稳定、智能的电源产品，还将不断拓展业务领域，向为数据中心、 智算中心提供整体能源解决方案转变。希望能够在AIDC市场有一定的声量，提升公司在该领域的品牌 影响力和市场竞争力。 ...

盛弘股份（300693.SZ）10月9日在投资者互动平台表示，公司密切关注AIDC配储的相关方向，并且于 2025年6月成立了AIDC事业部，在已有电能质量如APF、SVG等产品的基础上，着力调研和研发新产品 来解决新需求。短期内，公司会基于自身技术积累，从电源产品着手开发，如HVDC、SST等AIDC供电 领域的新方向。通过深度市场调研和与下游客户的积极沟通交流等方式，加快产品研发落地，争取为公 司收入规模增长带来新动力。长期来看公司将致力于成为AIDC用能综合解决方案商，不仅在产品端持 续创新，提供更高效、稳定、智能的电源产品，还将不断拓展业务领域，向为数据中心、智算中心提供 整体能源解决方案转变。希望能够在AIDC市场有一定的声量，提升公司在该领域的品牌影响力和市场 竞争力。 每经AI快讯，有投资者在投资者互动平台提问：请问公司目前是否具备针对AIDC的专项PCS和EMS研 发能力，公司这方面的业务有哪些储备？ （记者 王晓波） ...

国融融银A（006009）基金经理为周德生、贾雨璇。 截至发稿，周德生累计任职时间5年204天，现任基金资产总规模12.26亿元，任职期间最佳基金回报 61.8%， 任职期间最差基金回报-40.38%。 贾雨璇累计任职时间3年331天，现任基金资产总规模5.39亿元，任职期间最佳基金回报5.32%， 任职期 间最差基金回报-50.57%。 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（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 9月29日，上能电气涨5.43%，截至发稿，报34.19元/股，成交5.17亿元，换手率4.02%，总市值171.75亿 元。 资料显示，上能电气股份有限公司位于江苏省无锡市惠山区和惠路6号，成立日期2012年3月30日，上市 日期2020年4月10日，公司主营业务涉及电力电子设备的研发、生产、销售。主营业务收入构成为：光 伏逆变器72.20%，储能双向变流器及系统集成产品25.64%，电能质量治理产品1.19%，备件及技术服务 0.85%，其他0.12%。 从基金十大重仓股角度 数据显示 ...

9月22日，爱科赛博涨5.09%，截至发稿，报39.01元/股，成交6265.15万元，换手率1.85%，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 数据显示，浙商证券资管旗下1只基金重仓爱科赛博。浙商汇金量化精选混合（006449）二季度持有股 数11.5万股，占基金净值比例为4.72%，位居第五大重仓股。根据测算，今日浮盈赚取约21.74万元。 浙商汇金量化精选混合（006449）成立日期2019年3月25日，最新规模1.04亿。今年以来收益70.46%， 同类排名296/8244；近一年收益102.42%，同类排名503/8066；成立以来收益66.39%。 浙商汇金量化精选混合（006449）基金经理为庞雅菁。 截至发稿，庞雅菁累计任职时间1年238天， ...

赵争鸣教授1959年2月出生于湖南省邵阳市，1982年、1985年分别获得湖南大学电气工程系学士、硕士 学位，1991年获得清华大学电机系博士学位，后留清华大学任教，曾任电机系副主任，电力系统及大型 发电设备安全控制与仿真国家重点实验室副主任。 赵争鸣教授担任《Chinese Journal of Electrical Engineering》主编，曾任中国电工技术学会电力电子学会 副理事长、中国电工技术学会常务理事、北京电力电子学会副理事长，IEEE电力电子学会会员发展委 员会主席、IEEE电力电子学会执委会委员等，曾获全国优秀科技工作者、北京市教育创新标兵、当代 发明家、中达学者、清华大学"良师益友"等荣誉称号。 赵争鸣教授是国际著名的电力电子与电机领域专家、学者，长期从事电力电子电机学科的教学和科研工 作，在大容量电力电子、新能源光伏发电、电力电子与电机集成系统等方面造诣深厚，曾主持并完成电 力电子领域首个国家自然科学基金重大项目。 【导读】赵争鸣教授逝世，系国际著名电力电子与电机领域专家、学者 中国基金报记者晨曦 电子领域又有知名专家逝世。 9月4日，"清华电机"微信公众号发布讣告称，中国共产党党员、 ...

Group 1 - The core viewpoint of the news is that Shenghong Co., Ltd. has seen a significant increase in its stock price, rising by 5.26% to 37.24 CNY per share, with a trading volume of 651 million CNY and a turnover rate of 6.69%, resulting in a total market capitalization of 11.649 billion CNY [1] - Shenghong Co., Ltd. specializes in the research, production, sales, and service of power electronic equipment, with its main business revenue composition being: electric vehicle charging equipment 46.42%, new energy power conversion equipment 20.82%, industrial supporting power supply 20.53%, battery testing and formation equipment 9.78%, and others 2.45% [1] Group 2 - The Southern CSI 1000 ETF (512100) has recently entered the top ten circulating shareholders of Shenghong Co., Ltd., holding 2.3037 million shares, which accounts for 0.86% of the circulating shares, with an estimated floating profit of approximately 4.2849 million CNY [2] - The Southern CSI 1000 ETF (512100) has a total asset scale of 649.53 billion CNY, with a year-to-date return of 24.03%, ranking 1748 out of 4222 in its category, and a one-year return of 62.92%, ranking 1228 out of 3783 [2]

Group 1 - Aikaisibo Electric Co., Ltd. experienced a decline of 5.01% on September 2, with a stock price of 41.16 yuan per share and a total market capitalization of 4.749 billion yuan [1] - The company specializes in the research, development, production, and sales of power electronic conversion and control equipment, and was established on January 19, 1996, with its listing date set for September 28, 2023 [1] Group 2 - Yongying Fund has a significant holding in Aikaisibo, with its fund "Yongying Manufacturing Upgrade Smart Selection Mixed Initiation A" (024202) holding 19,900 shares, accounting for 4.99% of the fund's net value, making it the ninth largest holding [2] - The fund has a total scale of 10.4382 million yuan and has achieved a return of 11.73% since its inception on June 11, 2025 [2] Group 3 - The fund manager of Yongying Manufacturing Upgrade Smart Selection Mixed Initiation A is Hu Ze, who has been in the position for 2 years and 91 days, managing assets totaling 2.639 billion yuan [3] - During Hu Ze's tenure, the best fund return was 135.48%, while the worst return was -3.28% [3]

Core Viewpoint - Kehua Data (002335.SZ) reported a slight increase in revenue and a notable rise in net profit for the first half of 2025, indicating stable financial performance despite a challenging market environment [1] Financial Performance - The company achieved an operating revenue of 3.733 billion yuan, representing a year-on-year growth of 0.06% [1] - The net profit attributable to shareholders of the listed company was 244 million yuan, reflecting a year-on-year increase of 7.94% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 224 million yuan, showing a year-on-year growth of 9.22% [1] - Basic earnings per share were reported at 0.51 yuan [1]

Core Viewpoint - New Fengguang (688663) reported a mixed performance in its 2025 mid-year financial results, with revenue growth but a significant decline in net profit [1] Financial Performance - Total revenue for the first half of 2025 reached 870 million yuan, a year-on-year increase of 6.57% compared to 817 million yuan in 2024 [1] - Net profit attributable to shareholders was 60.17 million yuan, down 23.7% from 78.85 million yuan in the previous year [1] - The gross profit margin decreased to 21.95%, a decline of 14.56% year-on-year, while the net profit margin fell to 7.27%, down 27.54% [1] - The company reported a significant increase in accounts receivable, which reached 1.1 billion yuan, representing a 24.3% increase [1] Cost and Expense Analysis - Total sales, administrative, and financial expenses amounted to 96.82 million yuan, accounting for 11.12% of revenue, an increase of 6.24% year-on-year [1] - Sales expenses rose by 12.24% due to increased personnel costs, while administrative expenses increased by 12.25% due to adjustments in salary structures [11] - Financial expenses saw a slight increase of 4.73%, attributed to lower bank deposit interest rates [12] Cash Flow and Asset Management - The company reported a negative operating cash flow per share of -0.24 yuan, although this was an improvement of 54.37% year-on-year [1] - Cash and cash equivalents increased by 22.83% to 724 million yuan [1] - The company’s cash flow from operating activities improved by 54.15%, driven by increased cash receipts from sales [13] Debt and Liabilities - The company’s interest-bearing liabilities were reported at 1.376 million yuan [1] - Significant changes in various liabilities included a 42.61% decrease in employee compensation payable and a 70.9% decrease in taxes payable, both due to payments made during the reporting period [7][8] Business Model and Market Position - The company’s return on invested capital (ROIC) was reported at 11.97%, indicating average capital returns [14] - The business model relies heavily on marketing-driven strategies, necessitating further analysis of the underlying factors driving this approach [16]