9月30日，特种电源龙头新雷能（300593）(300593.SZ)20CM涨停封板，收盘报22.44元/股，市值122亿元。 消息面上，9月29日晚间，新雷能披露限制性股票激励计划(草案)，拟向激励对象授予限制性股票数量不超过705万股，约占公司 股本总额的1.30%。其中首次授予605万股，授予对象为283名核心骨干员工。限制性股票授予价格为9.15元/股，相较9月29日 18.70元的收盘价打了约"5折"。此外，公司同时公告拟推2025年员工持股计划。 对于设置该项激励的目的，公司表示，此举意在建立长期激励机制，吸引和留住优秀人才，将股东利益、公司利益与核心团队 个人利益相结合，推动公司长远发展。 值得注意的是，根据披露，授予的限制性股票来源于定向发行或二级市场回购。如涉及股票回购，是否会影响公司现金流？21 财经.南财快讯记者就此以投资者身份致电新雷能，接线工作人员回应称，目前公司已经完成相应的股票回购，不影响后续现金 流。 不过，从当前的现金流情况来看，新雷能似乎也面临着一定的资金压力。半年报显示，2025年上半年公司经营活动现金流净额 为-6917万元，同比减少37.80%。对此，上述工作人员向记 ...

Company Overview - Beijing Xinle Energy Technology Co., Ltd. is located in Changping District, Beijing, and was established on June 11, 1997. The company went public on January 13, 2017. Its main business involves modular power supplies, customized power supplies, high-power power supplies, and systems applied in various industries such as communications, aviation, aerospace, military, railways, electricity, industrial control, and broadcasting [1]. Financial Performance - As of September 29, Xinle Energy's stock price increased by 5.14%, reaching 17.78 CNY per share, with a trading volume of 187 million CNY and a turnover rate of 2.39%. The total market capitalization stands at 9.646 billion CNY [1]. Revenue Composition - The revenue composition of Xinle Energy is primarily from power supplies and motor drives, accounting for 98.86%, while other supplementary sources contribute 1.14% [1]. Fund Holdings - Dachen Fund has a significant holding in Xinle Energy through its Dachen Hengxiang Mixed A Fund (008869), which held 122,000 shares in the second quarter, representing 3.1% of the fund's net value, making it the third-largest holding. The estimated floating profit for today is approximately 106,100 CNY [2]. Fund Performance - Dachen Hengxiang Mixed A Fund, managed by Li Yu, was established on March 5, 2020, with a current scale of 35.6025 million CNY. The fund has achieved a year-to-date return of 17.52%, ranking 4764 out of 8244 in its category, and a one-year return of 33.93%, ranking 3917 out of 8080. Since its inception, the fund has returned 34.05% [2].

Company Overview - Xinle Energy, established on June 11, 1997, and listed on January 13, 2017, is located in Changping District, Beijing. The company specializes in modular power supplies, customized power supplies, high-power power supplies, and systems for various industries including telecommunications, aerospace, military, railways, electricity, industrial control, and broadcasting [1][2]. Financial Performance - For the first half of 2025, Xinle Energy reported revenue of 552 million yuan, representing a year-on-year increase of 12.93%. However, the net profit attributable to shareholders was -95.14 million yuan, a decrease of 39.82% compared to the previous year [2]. - Since its A-share listing, Xinle Energy has distributed a total of 170 million yuan in dividends, with 104 million yuan distributed in the last three years [3]. Stock Performance - As of September 29, Xinle Energy's stock price increased by 2.01% to 17.25 yuan per share, with a trading volume of 102 million yuan and a turnover rate of 1.32%. The total market capitalization stands at 9.358 billion yuan [1]. - Year-to-date, Xinle Energy's stock has risen by 54.02%, but it has seen a decline of 6.91% over the last five trading days and a 20.03% drop over the last 20 days. In the last 60 days, the stock price increased by 33.31% [1]. Shareholder Structure - As of September 10, Xinle Energy had 26,700 shareholders, an increase of 11.57% from the previous period. The average number of tradable shares per shareholder decreased by 10.37% to 16,887 shares [2]. - As of June 30, 2025, major shareholders include Huaxia Military Industry Safety Mixed Fund, which holds 25.90 million shares, an increase of 13.59 million shares from the previous period. New shareholders include Changxin National Defense Military Industry Quantitative Mixed Fund, holding 8.17 million shares [3]. Industry Classification - Xinle Energy is classified under the "Electric Power Equipment - Other Power Supply Equipment II - Other Power Supply Equipment III" sector. The company is also associated with concepts such as military-civilian integration, commercial aerospace, aerospace military industry, small-cap stocks, and specialized new enterprises [2].

Company Overview - Beijing New Ray Power Technology Co., Ltd. is located in Changping District, Beijing, established on June 11, 1997, and listed on January 13, 2017. The company specializes in modular power supplies, customized power supplies, high-power power supplies, and systems for applications in various industries including telecommunications, aerospace, military, railways, electric power, industrial control, and broadcasting [1][2]. Financial Performance - For the first half of 2025, New Ray achieved operating revenue of 552 million yuan, representing a year-on-year growth of 12.93%. However, the net profit attributable to shareholders was -95.14 million yuan, a decrease of 39.82% compared to the previous year [2]. - Since its A-share listing, New Ray has distributed a total of 170 million yuan in dividends, with 104 million yuan distributed over the past three years [3]. Stock Performance - As of September 17, New Ray's stock price was 18.30 yuan per share, with a market capitalization of 9.928 billion yuan. The stock has increased by 63.39% year-to-date, with an 8.03% rise over the last five trading days, but a decline of 8.50% over the last 20 days [1]. - The stock experienced a net outflow of 289,400 yuan in principal funds, with significant buying and selling activity from large orders [1]. Shareholder Structure - As of September 10, the number of shareholders for New Ray was 26,700, an increase of 11.57% from the previous period. The average number of circulating shares per person decreased by 10.37% to 16,887 shares [2]. - Notable institutional shareholders include Huaxia Military Industry Safety Mixed Fund, which increased its holdings by 13.59 million shares, and Changxin National Defense Military Industry Quantitative Mixed Fund, which is a new shareholder [3].

9月15日，新雷能盘中上涨2.02%，截至13:11，报18.71元/股，成交2.07亿元，换手率2.52%，总市值 101.50亿元。 资金流向方面，主力资金净流出606.83万元，特大单买入680.23万元，占比3.29%，卖出1161.20万元， 占比5.62%；大单买入3709.22万元，占比17.95%，卖出3835.07万元，占比18.56%。 新雷能所属申万行业为：电力设备-其他电源设备Ⅱ-其他电源设备Ⅲ。所属概念板块包括：军民融合、 航天军工、商业航天（航天航空）、小盘、专精特新等。 新雷能今年以来股价涨67.05%，近5个交易日涨6.25%，近20日跌6.36%，近60日涨51.50%。 今年以来新雷能已经1次登上龙虎榜，最近一次登上龙虎榜为2月21日。 资料显示，北京新雷能科技股份有限公司位于北京市昌平区科技园区双营中路139号院1号楼，成立日期 1997年6月11日，上市日期2017年1月13日，公司主营业务涉及定位于模块电源、定制电源、大功率电源 及系统等技术和产品在通信、航空、航天、军工、铁路、电力、工控、广电等各行业的应用。主营业务 收入构成为：电源及电机驱动98.86%，其他(补 ...

9月11日，新雷能涨5.02%，截至发稿，报17.79元/股，成交2.16亿元，换手率2.77%，总市值96.51亿 元。 资料显示，北京新雷能科技股份有限公司位于北京市昌平区科技园区双营中路139号院1号楼，成立日期 1997年6月11日，上市日期2017年1月13日，公司主营业务涉及定位于模块电源、定制电源、大功率电源 及系统等技术和产品在通信、航空、航天、军工、铁路、电力、工控、广电等各行业的应用。主营业务 收入构成为：电源及电机驱动98.86%，其他(补充)1.14%。 从新雷能十大流通股东角度 数据显示，长信基金旗下1只基金位居新雷能十大流通股东。长信国防军工量化混合A（002983）二季 度新进十大流通股东，持有股数817.14万股，占流通股的比例为1.81%。根据测算，今日浮盈赚取约 694.57万元。 截至发稿，宋海岸累计任职时间7年214天，现任基金资产总规模34.43亿元，任职期间最佳基金回报 147.55%， 任职期间最差基金回报-26.88%。 从基金十大重仓股角度 数据显示，长信基金旗下1只基金重仓新雷能。长信国防军工量化混合A（002983）二季度持有股数 817.14万股，占基金 ...

Company Overview - Beijing Xinle Energy Technology Co., Ltd. is located in Changping District, Beijing, and was established on June 11, 1997. The company went public on January 13, 2017. Its main business involves modular power supplies, customized power supplies, high-power power supplies, and systems used in various industries such as communications, aviation, aerospace, military, railways, electric power, industrial control, and broadcasting [1] Financial Performance - As of September 4, Xinle Energy's stock price decreased by 5.09%, trading at 17.33 CNY per share, with a total transaction volume of 468 million CNY and a turnover rate of 5.80%. The company's total market capitalization is 9.401 billion CNY [1] Revenue Composition - The revenue composition of Xinle Energy is primarily from power supplies and motor drives, accounting for 98.86% of total revenue, while other supplementary sources contribute 1.14% [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under Penghua Fund has a significant position in Xinle Energy. The Penghua Macro Mixed Fund (206013) held 240,000 shares in the second quarter, representing 4.06% of the fund's net asset value, making it the eighth largest holding. The estimated floating loss today is approximately 223,200 CNY [2] Fund Performance - The Penghua Macro Mixed Fund (206013) was established on June 13, 2012, with a latest scale of 79.1879 million CNY. Year-to-date, it has returned 4.67%, ranking 6599 out of 8180 in its category. Over the past year, it has achieved a return of 22.78%, ranking 5315 out of 7978. Since inception, the fund has returned 40.34% [2] Fund Manager Information - The fund manager of Penghua Macro Mixed Fund is Yang Fan, who has been in the position for 4 years and 315 days. The total asset size of the fund is approximately 79.197 million CNY. During Yang Fan's tenure, the best fund return was 33.04%, while the worst was 9.34% [2]

Company Overview - Beijing Xinle Energy Technology Co., Ltd. is located in Changping District, Beijing, and was established on June 11, 1997. The company was listed on January 13, 2017. Its main business involves modular power supplies, customized power supplies, high-power power supplies, and systems applied in various industries such as communications, aviation, aerospace, military, railways, electric power, industrial control, and broadcasting [1]. Financial Performance - For the first half of 2025, Xinle Energy achieved operating revenue of 552 million yuan, representing a year-on-year growth of 12.93%. However, the net profit attributable to the parent company was -95.14 million yuan, a decrease of 39.82% compared to the previous year [2]. - Since its A-share listing, Xinle Energy has distributed a total of 170 million yuan in dividends, with 104 million yuan distributed in the last three years [3]. Stock Performance - As of September 3, Xinle Energy's stock price was 18.43 yuan per share, with a market capitalization of 9.998 billion yuan. The stock has increased by 64.55% year-to-date, but has seen a decline of 4.51% over the last five trading days [1]. - The stock's trading volume on September 3 was 133 million yuan, with a turnover rate of 1.59%. The net outflow of main funds was 6.16 million yuan, with large orders accounting for 17.87% of buying and 19.25% of selling [1]. Shareholder Structure - As of August 8, Xinle Energy had 23,900 shareholders, a decrease of 11.46% from the previous period. The average number of circulating shares per person increased by 12.94% to 18,841 shares [2]. - As of June 30, 2025, the second-largest circulating shareholder was Huaxia Military Industry Safety Mixed Fund A, holding 25.90 million shares, an increase of 13.59 million shares from the previous period. New shareholders included Changxin National Defense Military Industry Quantitative Mixed Fund A, holding 8.17 million shares [3].

Company Overview - Beijing Xinle Energy Technology Co., Ltd. is located in Changping District, Beijing, and was established on June 11, 1997. The company went public on January 13, 2017. Its main business involves modular power supplies, customized power supplies, high-power power supplies, and systems applied in various industries such as communications, aviation, aerospace, military, railways, electric power, industrial control, and broadcasting [1]. Financial Performance - As of September 2, Xinle Energy's stock price decreased by 5.29%, trading at 20.43 CNY per share, with a transaction volume of 229 million CNY and a turnover rate of 2.41%. The total market capitalization is 11.083 billion CNY [1]. Revenue Composition - The revenue composition of Xinle Energy is primarily from power supplies and motor drives, accounting for 98.86% of total revenue, while other supplementary sources contribute 1.14% [1]. Fund Holdings - According to data from the top ten holdings of funds, one fund under Penghua Fund has a significant position in Xinle Energy. The Penghua Macro Mixed Fund (206013) held 240,000 shares in the second quarter, representing 4.06% of the fund's net asset value, making it the eighth largest holding. The estimated floating loss today is approximately 273,600 CNY [2]. Fund Manager Performance - The fund manager of Penghua Macro Mixed Fund (206013) is Yang Fan, who has been in the position for 4 years and 313 days. The total asset size of the fund is 79.197 million CNY. During Yang Fan's tenure, the best fund return was 33.04%, while the worst return was 17.82% [3].

Group 1 - The company,航锦科技, confirmed its partnership with 中电华星, a top global power brand, providing customized power solutions and technical support [1] - The company's self-developed products are widely used in high-reliability sectors, including railways and power industries [1]