截至2025年8月25日收盘，未来电器股价报24.15元，较前一交易日上涨0.46%，成交额0.92亿元，换手 率8.89%。 资金流向方面，当日主力资金净流入433.50万元，但近五日主力资金整体净流出669.78万元。 风险提示：市场有风险，投资需谨慎。 未来电器属于电源设备行业，主营业务涵盖高低压成套设备、小型断路器等产品的设计、制造及销售， 同时涉及电力工程咨询及进出口业务。 消息面上，公司近期完成工商变更登记，经营范围进一步扩大，新增电力工程咨询、施工及服务等业 务。 ...

证券之星消息，8月25日其他电源设备板块较上一交易日上涨3.32%，通合科技领涨。当日上证指数报收 于3883.56，上涨1.51%。深证成指报收于12441.07，上涨2.26%。其他电源设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300593 | 新富能 | 18.95 | -4.49% | 30.42万 | 5.81亿 | | 832110 | 雷特科技 | 40.70 | -4.33% | 1.61万 | 6665.02万 | | 002951 | 金时科技 | 18.10 | -1.90% | 16.02万 | 2.90亿 | | 300870 | 欧陆通 | 264.00 | -1.77% | 8.22万 | 21.39亿 | | 600212 | 绿能慧充 | 9.01 | -0.77% | 38.26万 | 3.43亿 | | 300713 | 英可瑞 | 19.81 | -0.75% | 5.58万 | 1.11亿 | | 300820 | 英杰电 ...

证券代码：300820 证券简称：英杰电气 | 方式（含已提货未签合同订单）无明显差距，2025 年上半年有 | | --- | | 新的产品并已有销售，但因销量小、前期研发成本分摊，对报 | | 告期内的毛利率有较大影响，短期内还不能转化为大规模销售 | | 收入。射频电源未来起量需客户加快订单节奏，公司也接到了 | | 客户新的研发任务，若下半年或明年上半年推出产品，有望推 | | 动射频电源销售体量的增长。 | | 问题 5：核聚变电源今年订单体量及客户合作进展如何？ | | 答：核聚变电源业务去年订单约 1,000 万左右，今年目前 | | 体量相近。今年下半年至明年上半年，核心项目可能进入集中 | | 采购阶段，存在电源招投标机会，公司正密切跟踪并收集客户 | | 需求及电源类型信息。成都地区的项目跟踪最为紧密，各项目 | | 上和友商存在竞争，均有机会，后续订单量取决于招投标结果。 | | 公司一直配合客户进行定制化研发，基于技术平台可开发符合 | | 客户需求的电源。 | | 问题 6：下半年毛利率及盈利水平趋势如何？ | | 答：半导体行业毛利率下滑主要因新产品成本纳入、子公 | | 司成本划 ...

据证券之星公开数据整理，近期英杰电气（300820）发布2025年中报。截至本报告期末，公司营业总收 入7.22亿元，同比下降9.42%，归母净利润1.19亿元，同比下降32.71%。按单季度数据看，第二季度营 业总收入3.97亿元，同比下降5.98%，第二季度归母净利润6900.12万元，同比下降29.32%。本报告期英 杰电气公司应收账款体量较大，当期应收账款占最新年报归母净利润比达114.54%。 本次财报公布的各项数据指标表现不尽如人意。其中，毛利率36.57%，同比减13.4%，净利率16.91%， 同比减27.86%，销售费用、管理费用、财务费用总计5389.71万元，三费占营收比7.46%，同比减 3.59%，每股净资产11.0元，同比增7.49%，每股经营性现金流0.79元，同比减31.33%，每股收益0.54 元，同比减33.33% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 7.97亿 | 7.22亿 | -9.42% | | 归母净利润（元） | 1.78亿 | 1.19亿 | -32. ...

8月22日主力资金净流入238.66万元，近五日主力资金净流出5353.39万元。 公司在投资者互动平台表示，目前暂时没有应用于服务器、数据中心的产品，将持续专注消费电子类电 源和LED驱动电源两大主营业务。 茂硕电源最新股价为10.13元，较前一交易日上涨1.00%。盘中最高触及10.15元，最低10.01元，成交量 为180143手，成交金额1.82亿元。 茂硕电源属于消费电子、储能、第三代半导体等板块。公司主营业务为消费电子类电源和LED驱动电源 的研发、生产和销售。 风险提示：股市有风险，投资需谨慎。 ...

科士达属于电源设备行业，公司主营业务涵盖不间断电源、数据中心关键基础设施、光伏逆变器及储能 系统等产品的研发、生产和销售。公司产品广泛应用于金融、通信、电力、轨道交通等领域。 截至2025年8月20日15时，科士达股价报32.30元，较前一交易日下跌1.44元，跌幅4.27%。当日开盘价 为33.68元，最高触及33.68元，最低下探至31.40元，成交量为56.58万手，成交金额达18.40亿元。 资金流向方面，8月20日主力资金净流出1.23亿元，占流通市值的0.67%。近五个交易日主力资金累计净 流入2.39亿元，占流通市值的1.31%。 风险提示：股市有风险，投资需谨慎。 8月20日早盘9时37分，科士达股价出现快速反弹，5分钟内涨幅超过2%，当时报价32.39元，成交金额 5.26亿元。 ...

Group 1 - The stock price of Kehua Data closed at 50.63 yuan on August 20, down by 2.17 yuan, a decrease of 4.11% compared to the previous trading day [1] - The opening price on that day was 51.01 yuan, with a high of 51.22 yuan and a low of 48.51 yuan, and the trading volume reached 549,390 hands, with a transaction amount of 2.742 billion yuan [1] - Kehua Data operates in the power equipment industry, focusing on the research, production, and sales of data center infrastructure products and solutions [1] Group 2 - The company's products include uninterruptible power supplies, precision air conditioning, and micro-module data centers, which are widely used in finance, telecommunications, and the internet sectors [1] - On August 20, Kehua Data signed an ecological cooperation agreement with Biran Technology and Digital China, aiming to jointly build a "chip-server-data center-computing power service" integrated industrial ecosystem [1] Group 3 - On August 20, the net outflow of main funds was 232.8576 million yuan, accounting for 1.01% of the circulating market value [1] - Over the past five days, the cumulative net outflow of main funds was 175.7125 million yuan, representing 0.76% of the circulating market value [1]

Market Overview - On August 20, the A-share market opened lower but experienced a slight upward trend, with the Shanghai Composite Index facing resistance around 3739 points[2] - The Shanghai Composite Index closed at 3766.21 points, up 1.04%, while the Shenzhen Component Index rose 0.89% to 11926.74 points[7] - Total trading volume for both markets was 24,489 billion yuan, slightly lower than the previous trading day[3] Sector Performance - Semiconductor, liquor, banking, and optical electronics sectors performed well, while power equipment, pharmaceuticals, shipbuilding, and diversified financial sectors lagged[3] - Over 70% of stocks in the two markets rose, with notable gains in chemical fiber, liquor, and semiconductor industries[7] Valuation Metrics - The average price-to-earnings (P/E) ratios for the Shanghai Composite and ChiNext indices are 15.25 times and 45.20 times, respectively, indicating a mid-level valuation compared to the past three years[3] - The overall profit growth forecast for A-share listed companies is expected to turn positive in 2025, ending a four-year decline, particularly in the technology innovation sector[3] Investment Strategy - The market is expected to maintain a steady upward trend in the short term, with a focus on semiconductor, liquor, communication equipment, and computer equipment sectors for investment opportunities[3] - Key drivers for the market include the transfer of household savings to capital markets, policy support, and a recovery in the profit cycle[3] Risk Factors - Potential risks include unexpected overseas economic downturns, domestic policy and economic recovery delays, and international relations affecting the economic environment[4]

Core Viewpoint - The company has been engaged in the power supply business for nuclear fusion for several years, with most of the business requiring bidding and some based on long-term stable partnerships [1] Industry Summary - The nuclear fusion industry has seen certain technological breakthroughs, which are expected to accelerate the commercial application process [1] - There is potential for increased power supply demand in the second half of this year and the first half of next year, depending on the procurement progress of various projects [1] - The company's impact from this industry will depend on the outcomes of future project bidding and order signing [1]

Core Viewpoint - Zhongheng Electric (002364) has experienced significant stock price fluctuations, prompting the company to clarify that recent rumors regarding partnerships with major cloud service providers like Nvidia, Meta, and Google are untrue, and that no such agreements have been signed [1][2] Group 1: Company Operations - The company is actively pursuing expansion in overseas markets and emphasizes the importance of rational decision-making by investors [1] - Zhongheng Electric reported a revenue of 1.962 billion yuan for 2024, representing a year-on-year increase of 26.13%, with a net profit of 110 million yuan, up 178.52% [2] - The growth in performance is primarily attributed to the data center power business, which generated 660 million yuan in revenue, marking a 111.05% increase year-on-year [2] Group 2: Stock Market Activity - In the three trading days prior to the announcement, one institutional investor net bought 36.9358 million yuan worth of shares, while another institution net sold 131.5659 million yuan [2] - The board of directors confirmed that there are no undisclosed matters that should be reported according to the Shenzhen Stock Exchange listing rules [2]