融券方面，南网数字1月5日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元。 资料显示，南方电网数字电网研究院股份有限公司位于广东省广州市黄埔区光谱中路11-1号，成立日期 2017年3月31日，上市日期2025年11月18日，公司主营业务涉及公司主营业务按照业务类别可以分为电 网数字化、企业数字化、数字基础设施及其他业务。主营业务收入构成为：电网数字化-数字电网物联 感知设备30.37%，电网数字化-数字电网智能运行系统18.11%，企业数字化-企业运营管理系统15.76%， 数字基础设施-云数一体的基础平台13.48%，数字基础设施-数据中心(IDC)业务11.33%，企业数字化-企 业资产管理系统10.54%，其他(补充)0.34%，其他主营业务0.07%。 1月5日，南网数字涨4.36%，成交额7.49亿元。两融数据显示，当日南网数字获融资买入额4340.42万 元，融资偿还6069.49万元，融资净买入-1729.07万元。截至1月5日，南网数字融资融券余额合计2.63亿 元。 融资方面，南网数字当日融资买入4340.42万元。当 ...

每经AI快讯，南网数字（SZ 301638，收盘价：19.89元）发布公告称，12月25日，南网数字接受国泰海 通证券计算机行业计算机研究首席分析师杨林、国泰海通证券计算机行业计算机助理分析师黎雅晴调 研，公司总会计师兼董事会秘书杜伟伦等人参与接待，并回答了投资者提出的问题。 2025年1至6月份，南网数字的营业收入构成为：数字电网智能运行系统占比18.11%，企业运营管理系 统占比15.76%，云数一体的基础平台占比13.48%，智能网关业务-配电智能网关业务占比12.03%，数据 中心（IDC）业务占比11.33%，企业资产管理系统占比10.54%，数字电网物联感知设备-传感器业务占 比8.67%，数字电网物联感知设备-其他业务占比5.22%。 截至发稿，南网数字市值为632亿元。 每经头条（nbdtoutiao）——对话马斯克脑机接口"一号受试者"：大脑植入芯片23个月，我正重新夺回 人生的独立 （记者 王晓波） ...

南网数字今年以来股价涨4.98%，近5个交易日跌0.10%，近20日跌21.17%。 今年以来南网数字已经6次登上龙虎榜，最近一次登上龙虎榜为12月3日，当日龙虎榜净买入-2.07亿 元；买入总计1.50亿元 ，占总成交额比7.30%；卖出总计3.58亿元 ，占总成交额比17.37%。 资料显示，南方电网数字电网研究院股份有限公司位于广东省广州市黄埔区光谱中路11-1号，成立日期 2017年3月31日，上市日期2025年11月18日，公司主营业务涉及公司主营业务按照业务类别可以分为电 网数字化、企业数字化、数字基础设施及其他业务。主营业务收入构成为：电网数字化-数字电网物联 感知设备30.37%，电网数字化-数字电网智能运行系统18.11%，企业数字化-企业运营管理系统15.76%， 数字基础设施-云数一体的基础平台13.48%，数字基础设施-数据中心(IDC)业务11.33%，企业数字化-企 业资产管理系统10.54%，其他(补充)0.34%，其他主营业务0.07%。 12月23日，南网数字盘中下跌2.02%，截至10:08，报19.40元/股，成交2.20亿元，换手率4.77%，总市值 616.85亿元。 ...

融券方面，南网数字12月19日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量0.00股，融券余额0.00元。 资料显示，南方电网数字电网研究院股份有限公司位于广东省广州市黄埔区光谱中路11-1号，成立日期 2017年3月31日，上市日期2025年11月18日，公司主营业务涉及公司主营业务按照业务类别可以分为电 网数字化、企业数字化、数字基础设施及其他业务。主营业务收入构成为：电网数字化-数字电网物联 感知设备30.37%，电网数字化-数字电网智能运行系统18.11%，企业数字化-企业运营管理系统15.76%， 数字基础设施-云数一体的基础平台13.48%，数字基础设施-数据中心(IDC)业务11.33%，企业数字化-企 业资产管理系统10.54%，其他(补充)0.34%，其他主营业务0.07%。 责任编辑：小浪快报 12月19日，南网数字涨1.11%，成交额4.28亿元。两融数据显示，当日南网数字获融资买入额2809.45万 元，融资偿还3650.70万元，融资净买入-841.25万元。截至12月19日，南网数字融资融券余额合计2.63 亿元。 融资方面，南网数字当日 ...

资料显示，南方电网数字电网研究院股份有限公司位于广东省广州市黄埔区光谱中路11-1号，成立日期 2017年3月31日，上市日期2025年11月18日，公司主营业务涉及公司主营业务按照业务类别可以分为电 网数字化、企业数字化、数字基础设施及其他业务。主营业务收入构成为：电网数字化-数字电网物联 感知设备30.37%，电网数字化-数字电网智能运行系统18.11%，企业数字化-企业运营管理系统15.76%， 数字基础设施-云数一体的基础平台13.48%，数字基础设施-数据中心(IDC)业务11.33%，企业数字化-企 业资产管理系统10.54%，其他(补充)0.34%，其他主营业务0.07%。 截至11月18日，南网数字股东户数20.17万，较上期增加1440400.00%；人均流通股1165股，较上期增加 0.00%。2025年1月-9月，南网数字实现营业收入27.79亿元，同比增长31.88%；归母净利润1.58亿元，同 比增长464.76%。 责任编辑：小浪快报 12月18日，南网数字跌2.21%，成交额4.38亿元。两融数据显示，当日南网数字获融资买入额3294.91万 元，融资偿还2913.88万元，融资 ...

每经AI快讯，南网数字（SZ 301638，收盘价：21.26元）12月9日晚间发布公告称，公司2025年第十二 次董事会会议于2025年12月9日在公司会议室以现场和通讯表决相结合的方式召开。会议审议了《关于 聘用南网数研院2025年度财务决算审计会计师事务所的议案》等文件。 每经头条（nbdtoutiao）——处方药变"瘾品"：国内首次报告普瑞巴林滥用致成瘾病例，网络平台暴 露"无病历可购药"漏洞，列管与否尚需科学考量 （记者 王瀚黎） 2025年1至6月份，南网数字的营业收入构成为：数字电网智能运行系统占比18.11%，企业运营管理系 统占比15.76%，云数一体的基础平台占比13.48%，智能网关业务-配电智能网关业务占比12.03%，数据 中心（IDC）业务占比11.33%，企业资产管理系统占比10.54%，数字电网物联感知设备-传感器业务占 比8.67%，数字电网物联感知设备-其他业务占比5.22%。 截至发稿，南网数字市值为676亿元。 ...

Group 1 - The core viewpoint of the news highlights the performance of Nanfang Electric Power Digital Network Research Institute Co., Ltd. on December 1, with a stock price drop of 4.00% and a trading volume of 1.689 billion yuan [1] - On December 1, the company had a financing buy-in amount of 117 million yuan, with a net financing buy-in of -8.3957 million yuan, indicating a higher repayment than new financing [1][2] - As of December 1, the total balance of margin trading for Nanfang Electric Power Digital is 322 million yuan, accounting for 5.77% of its circulating market value [2] Group 2 - The company was established on March 31, 2017, and is located in Guangzhou, Guangdong Province, with its main business segments including digital grid, enterprise digitalization, and digital infrastructure [2] - The revenue composition of the company includes: digital grid IoT sensing devices (30.37%), digital grid intelligent operation systems (18.11%), enterprise operation management systems (15.76%), cloud-integrated infrastructure (13.48%), data center (IDC) business (11.33%), enterprise asset management systems (10.54%), and other businesses [2] - As of November 18, the number of shareholders reached 201,700, a significant increase of 1,440,400% compared to the previous period, with an average of 1,165 circulating shares per person [3] Group 3 - For the period from January to September 2025, the company achieved a revenue of 2.779 billion yuan, representing a year-on-year growth of 31.88%, while the net profit attributable to the parent company was 158 million yuan, showing a substantial increase of 464.76% [3]

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of Nanfang Electric Power Digital Grid Research Institute Co., Ltd. on November 21, with a stock price increase of 0.91% and a trading volume of 2.832 billion yuan [1] - On November 21, the company had a financing buy-in amount of 91.25 million yuan and a financing repayment of 118 million yuan, resulting in a net financing buy of -27.20 million yuan [1] - As of November 21, the total balance of margin trading for the company was 130 million yuan, which accounts for 2.49% of its circulating market value [1] Group 2 - The company, established on March 31, 2017, is located in Guangzhou, Guangdong Province, and was listed on November 18, 2025 [2] - The main business segments include digital grid, enterprise digitalization, digital infrastructure, and other services, with revenue contributions from various segments such as digital grid IoT sensing devices (30.37%) and digital grid intelligent operation systems (18.11%) [2] - For the period from January to September 2025, the company reported a revenue of 2.779 billion yuan, representing a year-on-year growth of 31.88%, and a net profit attributable to the parent company of 158 million yuan, reflecting a significant year-on-year increase of 464.76% [2]

Core Insights - Southern Power Grid Digital Grid Research Institute Co., Ltd. (referred to as Southern Grid Digital) officially listed on the Shenzhen Stock Exchange on November 18, with a first-day opening increase of 261.51% and a total market capitalization of 760 billion yuan by November 19 [1][7] - The company aims to enhance its governance and strengthen its core position in technological innovation, focusing on advanced technologies such as artificial intelligence and quantum sensing [5][8] Company Overview - Southern Grid Digital's main business covers three major areas: grid digitization, enterprise digitization, and digital infrastructure, with revenue contributions projected for 2024 at 39.64%, 33.77%, and 25.56% respectively [3] - The company has a significant reliance on its parent company, Southern Power Grid, which accounted for 92.16% of its sales revenue in 2022, decreasing slightly to 85.88% by 2024 [4] Financial Performance - For 2024, Southern Grid Digital is projected to achieve revenues of 6.09 billion yuan and a net profit of 574 million yuan, with a remarkable growth in net profit of 464.76% year-on-year for the first nine months of 2025 [1][3] - The company has reported a total revenue of 2.779 billion yuan for the first nine months of 2025, reflecting a year-on-year growth of 31.88% [3] Market Position - Southern Grid Digital is the fourth listed company under Southern Power Grid, joining Southern Grid Energy, Southern Grid Technology, and Southern Grid Energy Storage, collectively exceeding a market capitalization of 1 trillion yuan [1][7] - The company plans to invest the funds raised from its IPO into advanced product development and cutting-edge technology research, including projects related to intelligent digital twin platforms and AI applications in the energy sector [4] Industry Context - The "14th Five-Year Plan" emphasizes the construction of a new energy system, highlighting the importance of smart grid and microgrid development, indicating a favorable policy environment for companies in the energy sector [2][6] - Southern Power Grid aims to strengthen its digital grid ecosystem to better support the intelligent, green, and integrated transformation of the energy and power industry [8]

Core Viewpoint - Southern Power Grid Digital Grid Research Institute Co., Ltd. (referred to as Southern Grid Digital) successfully listed on the Shenzhen Stock Exchange on November 18, marking a significant milestone in the company's rapid growth and digital transformation in the energy sector [1][7]. Group 1: Company Overview - Southern Grid Digital's IPO journey took only 145 days, making it one of the fastest companies to go public on the Growth Enterprise Market in recent years [1]. - The company primarily focuses on three main business areas: grid digitization, enterprise digitization, and digital infrastructure, with Southern Power Grid being its largest customer [1][3]. - As of November 19, the total market capitalization of Southern Grid Digital reached 760 billion yuan, contributing to a combined market value of over 1 trillion yuan for Southern Power Grid's listed companies [1][7]. Group 2: Financial Performance - In 2024, Southern Grid Digital is projected to achieve revenues of 6.09 billion yuan and a net profit of 574 million yuan [1][3]. - For the first nine months of 2025, the company reported a net profit of 158 million yuan, reflecting a year-on-year growth of 464.76% [1][3]. - The revenue from core technologies is expected to account for 88.50% of total income by 2024, indicating a strong reliance on technological advancements [3]. Group 3: Customer Dependency and Market Strategy - Southern Grid Digital's sales to Southern Power Grid accounted for 92.16%, 84.93%, and 85.88% of its total revenue from 2022 to 2024, highlighting a significant dependency on a single customer [4]. - The company plans to invest the funds raised from the IPO into advanced product development and cutting-edge technology research, including projects related to digital twin platforms and AI applications [4][5]. Group 4: Industry Context and Future Outlook - The "14th Five-Year Plan" emphasizes the construction of a new energy system, which aligns with Southern Grid Digital's strategic focus on digitalization and smart grid development [2][7]. - The company aims to strengthen its position in the digital grid industry and expand the application of digital technologies across the entire energy value chain [5][8].