新沃内需增长混合A（012143）成立日期2021年9月9日，最新规模850.55万。今年以来收益8.34%，同 类排名482/8827；近一年收益35.35%，同类排名3510/8084；成立以来亏损44.41%。 新沃内需增长混合A（012143）基金经理为刘屾。 1月9日，欧陆通涨5.05%，截至发稿，报257.50元/股，成交12.28亿元，换手率4.49%，总市值282.88亿 元。 资料显示，深圳欧陆通电子股份有限公司位于广东省深圳市宝安区航城街道三围社区航城大道175号南 航明珠花园1栋19号，成立日期1996年5月29日，上市日期2020年8月24日，公司主营业务涉及开关电源 产品的研发、生产与销售。主营业务收入构成为：计算机、通信和其他电子设备制造业99.57%，其他 (补充)0.43%。 从基金十大重仓股角度 数据显示，新沃基金旗下1只基金重仓欧陆通。新沃内需增长混合A（012143）三季度持有股数2500 股，占基金净值比例为4.93%，位居第十大重仓股。根据测算，今日浮盈赚取约3.09万元。 截至发稿，刘屾累计任职时间4年28天，现任基金资产总规模1092.69万元，任职期间最佳基金回 ...

中国高频变压器行业 需求现状及前景发展趋势预测报告2026年版 【全新修订】：2025年12月 【内容部分有删减·详细可参鸿晟信合研究院出版完整信息！】 【免费售后 服务一年，具体内容及订购流程欢迎咨询客服人员 】 报告目录 第一章全球及中国变压器市场发展分析 第一节 全球变压器市场发展分析 一、全球箱式变压器发展分析 【出版机构】：鸿晟信合研究院 第五节 保定天威保变电气股份有限公司 一、钢铁产量 二、钢材价格 第三节 硅钢片行业发展状况分析 一、硅钢片的定义与用途 二、硅钢片的产销量分析 第四节 铜工业发展状况分析 第五节 电磁线行业发展状况分析 一、电磁线的定义与分类 二、电磁线的应用概述 三、电磁线的供需分析 第十二章高频变压器行业重点企业分析 第一节 茂硕电源科技股份有限公司 一、企业发展简况分析 二、企业经营情况分析 三、企业经营优劣势分析 第二节 深圳可立克科技股份有限公司 一、企业发展简况分析 二、企业经营情况分析 三、企业经营优劣势分析 第三节 北京合康新能科技股份有限公司 一、企业发展简况分析 二、企业经营情况分析 三、企业经营优劣势分析 第四节 哈尔滨九洲集团股份有限公司 一、企业发展简 ...

创新驱动发展战略深入实施，为企业高质量发展注入强劲动力。今年1—11月，省属工业重点企业研发 经费投入达117.52亿元，投入强度提升至2.83%，累计攻克关键核心技术8项，转化落地重大科技成果26 项。通过组建产学研联合攻关体，与中国科学院兰州"一院三所"、兰州大学等科研院校深化合作，实施 合作项目460余项。金川集团研发的0.05毫米超薄镍带材料成功替代进口，广泛应用于新能源电池领 域；酒钢集团成功解决镍基合金加工过程中超薄板坯扣翘头等关键问题。 重点企业经营表现突出，充分发挥了经济增长"压舱石"作用。金川集团通过构建多元发展模式，在《财 富》世界500强中排名提升至第235位。酒钢集团高端钢材占比升至60%，产品附加值大幅提升。甘肃电 投集团形成了"水、火、风、光、储、蓄"一体化发展格局，其中清洁能源装机占比达55%，常乐电厂6 台100万千瓦机组全面建成投产，成为全国最大的百万千瓦级火电调峰项目。甘肃省公交建集团自主开 发的"智慧高速"综合管理云平台实现了对多条公路的数字化全流程管理。 随着"十四五"规划收官在即，甘肃国资国企交出了一份亮眼答卷。省政府国资委相关负责人表示，将科 学谋划实施"十五五"规 ...

今年以来欧陆通已经2次登上龙虎榜，最近一次登上龙虎榜为8月15日。 资料显示，深圳欧陆通电子股份有限公司位于广东省深圳市宝安区航城街道三围社区航城大道175号南 航明珠花园1栋19号，成立日期1996年5月29日，上市日期2020年8月24日，公司主营业务涉及开关电源 产品的研发、生产与销售。主营业务收入构成为：计算机、通信和其他电子设备制造业99.57%，其他 (补充)0.43%。 12月19日，欧陆通盘中下跌2.04%，截至10:04，报208.66元/股，成交3.67亿元，换手率1.57%，总市值 229.23亿元。 资金流向方面，主力资金净流入2867.35万元，特大单买入2167.01万元，占比5.91%，卖出953.10万元， 占比2.60%；大单买入8434.16万元，占比22.99%，卖出6780.73万元，占比18.48%。 欧陆通今年以来股价涨97.28%，近5个交易日跌3.02%，近20日涨21.67%，近60日跌5.86%。 机构持仓方面，截止2025年9月30日，欧陆通十大流通股东中，香港中央结算有限公司位居第三大流通 股东，持股241.12万股，相比上期增加178.64万股。国投瑞 ...

开关电源又称交换式电源、开关变换器，是一种高频化电能转换装置，是电源供应器的一种。其功能是将一个位准的电压，透过不同形式的架构转换为用户 端所需求的电压或电流。开关电源的输入多半是交流电源（例如市电）或是直流电源，而输出多半是需要直流电源的设备，例如个人电脑，而开关电源就进 行两者之间电压及电流的转换。开关电源按输入电源类型可分为AC-DC开关电源、DC-DC开关电源；按输出特性可分为恒压输出开关电源、恒流输出开关 电源、恒压恒流可调开关电源；按调制方式可分为脉宽调制开关电源、频率调制开关电源和混合调制开关电源。开关电源作为电源供应器的重要组成部分， 广泛应用于各类电子设备中。其主要功能是将电源电压转换为设备所需的稳定电压，具有小型化、重量轻、转化效率高等优点。随着科技的不断进步，开关 电源的应用领域也在不断扩展，涵盖了工业、消费电子、医疗、汽车电子等多个行业。近年来，5G网络建设、物联网普及和数据中心扩容催生了对高性能 电源的旺盛需求，特别是在服务器、边缘设备和智能终端领域，开关电源凭借其高功率密度和高转换效率成为关键支撑。与此同时，全球能源转型加速推 进，光伏、风电等新能源产业快速发展，带动光伏逆变器及相 ...

Core Insights - The switch power supply is a crucial component in power supply systems, widely used in various electronic devices, converting power voltage into stable voltage required by devices, with advantages such as miniaturization, lightweight, and high conversion efficiency [1][12] - The market for switch power supplies in China is projected to grow from 114.98 billion yuan in 2015 to 253.2 billion yuan by 2025, with a compound annual growth rate (CAGR) of 8.55% [1][14] - The demand for high-performance power supplies is driven by the construction of 5G networks, the proliferation of the Internet of Things (IoT), and the expansion of data centers, particularly in servers, edge devices, and smart terminals [1][13] Industry Overview - Switch power supplies, also known as switched-mode power supplies (SMPS), are high-frequency power conversion devices that convert voltage from AC or DC sources to the required DC voltage for devices [4][9] - The industry has a well-established supply chain, with upstream suppliers controlling the manufacturing technology of power supply IC chips, midstream manufacturers providing various power products, and downstream applications spanning multiple sectors including industrial automation, medical devices, and consumer electronics [11][12] Market Dynamics - The application of switch power supplies is concentrated in the industrial sector (53.94%) and consumer electronics (33.05%), indicating a high industry concentration [15] - The rapid development of new energy industries such as photovoltaics and wind power has significantly increased the demand for related power supply equipment [1][13] Competitive Landscape - The switch power supply industry in China features both international and domestic players, with global leaders like TDK-Lambda and Mean Well dominating the high-end market, while domestic companies like Oulutong and Maoshuo Power are rapidly emerging through technological innovation and cost advantages [16][17] Development Trends - The industry is expected to see advancements in high frequency, modularization, low noise, and enhanced stability, driven by new semiconductor materials and innovative circuit designs [18][19][20][21]

Group 1 - The core point of the news is that Oulutong's stock price increased by 5.06% to 187.15 CNY per share, with a trading volume of 346 million CNY and a turnover rate of 1.72%, resulting in a total market capitalization of 20.559 billion CNY [1] - Oulutong, established on May 29, 1996, and listed on August 24, 2020, is primarily engaged in the research, production, and sales of switch power supply products, with 99.57% of its main business revenue coming from the computer, communication, and other electronic equipment manufacturing industry [1] Group 2 - From the perspective of fund holdings, Huian Fund has a significant position in Oulutong, with its Huian Xintai Stable One-Year Holding Mixed A Fund (012479) holding 500 shares, accounting for 0.19% of the fund's net value, ranking as the tenth largest holding [2] - The Huian Xintai Stable One-Year Holding Mixed A Fund was established on November 9, 2021, with a latest scale of 23.8919 million CNY, and has generated a return of 1.07% this year, ranking 7894 out of 8213 in its category [2] - The fund manager, Zhang Kun, has been in position for 5 years and 57 days, overseeing total fund assets of 18.004 billion CNY, with the best fund return during his tenure being 19.72% and the worst being -3.7% [2]

Core Insights - The 2025 Hurun Rich List ranks Cao Renxian and his wife as the 76th richest individuals in China with a wealth of 67.5 billion yuan, significantly ahead of the second-ranked individual in Anhui, Yu Zhuyun, by 44.5 billion yuan [1] - Sunshine Power, the company founded by Cao Renxian, is recognized as the "first stock in China's new energy power industry" with a market capitalization exceeding 400 billion yuan [1] Company Overview - Sunshine Power was established in 1997 with an initial capital of 500,000 yuan, operating from a small space next to a bathhouse in Hefei [3] - The company initially focused on traditional power products before pivoting to renewable energy solutions, particularly solar energy [3][4] Strategic Decisions - In 2004, the company made a controversial decision to eliminate its most profitable UPS and emergency power businesses to concentrate on renewable energy products, which was a painful but strategic choice [6][7] - The company entered the energy storage market in 2015, anticipating the increasing penetration of renewable energy and the need for storage solutions [7] Technological Innovation - Sunshine Power developed China's first solar inverter with complete independent intellectual property rights in 2003, breaking the monopoly of foreign companies [8] - The company has consistently invested heavily in R&D, with a reported expenditure of 2.037 billion yuan in the first half of 2025, marking a 37% year-on-year increase [9] Market Performance - Sunshine Power went public in November 2011, leading to significant revenue growth from 1.083 billion yuan in 2012 to 19.286 billion yuan in 2020, a twelvefold increase over eight years [11] - The company has maintained its position as a global leader in solar inverter shipments, although its market share has faced challenges from competitors like Huawei [11] Recent Developments - By 2023, Sunshine Power's energy storage systems generated revenue of 17.803 billion yuan, accounting for approximately 40.89% of total revenue, surpassing the revenue from solar inverters for the first time [12] - The company has successfully integrated energy storage solutions with existing inverter technology, positioning itself competitively in the global market alongside Tesla [12] Business Philosophy - Cao Renxian emphasizes a long-term and focused approach to business, believing that success comes from making the right decisions at the right time [13] - The company's mission is to provide clean energy access to everyone, reflecting its commitment to sustainable development [13]

Core Insights - The company, 欧陆通, reported a significant increase in revenue and profit for the first three quarters of 2025, with total revenue reaching 3.387 billion yuan, a year-on-year growth of 27.16%, and a net profit of 222 million yuan, up 41.53% [1] - The company is strategically focused on the power supply sector, particularly in the context of the explosive growth of AI computing power, leveraging its technological innovations to expand its data center power supply business [1][2] - The data center power supply market is projected to experience rapid growth, with the AI server power supply market expected to grow from approximately 5.5 billion USD in 2025 to 15.4 billion USD by 2027, reflecting a compound annual growth rate of 67% [4] Financial Performance - For the first three quarters of 2025, the company achieved a net operating cash flow of 422 million yuan, an increase of 75.07% year-on-year [1] - The gross profit margin improved by 0.16 percentage points compared to the first half of 2025, indicating enhanced profitability alongside revenue growth [1] Product Development and Innovation - The company has established a comprehensive product matrix covering all scenarios and power ranges in the data center power supply sector, including high-power server power supplies [2] - R&D expenses accounted for 6.22% of revenue in the first three quarters of 2025, an increase of 0.50 percentage points year-on-year, highlighting the company's commitment to innovation [3] Market Position and Strategy - 欧陆通 has successfully supplied its data center power products to major domestic server system manufacturers and is collaborating closely with leading internet companies [3] - The company is expanding its global footprint with production bases in Vietnam and Mexico, supported by a business development team in the United States, to enhance its international market presence [3] Industry Outlook - The data center power supply sector is poised for rapid development, with significant market opportunities driven by advancements in AI technology [4] - The company aims to solidify its position as a leading provider of power products and solutions, focusing on high-quality innovation to compete globally [4]

Core Viewpoint - The stock of Shenzhen Oulutong Electronic Co., Ltd. experienced a decline of 5.01% on October 30, closing at 209.45 CNY per share with a trading volume of 8.81 billion CNY and a turnover rate of 3.69%, resulting in a total market capitalization of 23.009 billion CNY [1] Company Overview - Shenzhen Oulutong Electronic Co., Ltd. was established on May 29, 1996, and went public on August 24, 2020. The company is primarily engaged in the research, production, and sales of switch power supply products [1] - The main business revenue composition is as follows: 99.57% from the manufacturing of computers, communications, and other electronic devices, and 0.43% from other sources [1] Fund Holdings - New沃 Fund has a significant holding in Oulutong, with its New沃 Domestic Demand Growth Mixed A Fund (012143) holding 2,500 shares, accounting for 4.93% of the fund's net value, ranking as the tenth largest holding [2] - The fund has reported a floating loss of approximately 27,600 CNY today [2] Fund Performance - The New沃 Domestic Demand Growth Mixed A Fund was established on September 9, 2021, with a current scale of 8.5055 million CNY. Year-to-date, it has achieved a return of 35.15%, ranking 2,745 out of 8,152 in its category. Over the past year, it has returned 29.81%, ranking 3,069 out of 8,038. Since inception, it has incurred a loss of 41.25% [2]