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科润智控终止不超3.1亿元定增 为财通证券保荐项目
Zhong Guo Jing Ji Wang· 2025-07-26 09:08
中国经济网北京7月26日讯北交所网站昨日披露了关于终止对科润智能控制股份有限公司(以下简称"科 润智控",834062.BJ)向特定对象发行股票审核的决定。 科润智控2024年5月8日披露的2024年度向特定对象发行股票募集说明书(申报稿)显示,本次发行的募集 资金总额不超过30,988.02万元(含本数),扣除发行费用后,拟全部用于智慧新能源电网装备项目和金加 工车间柔性化生产线技改项目。 | 序号 | 项目名称 | 项目投资总额 | 拟投入募集资金 | | --- | --- | --- | --- | | | 智慧新能源电网装备项目 | 22,955.16 | 22,955.16 | | 2 | 金加工车间柔性化生产线技改项目 | 8.032.86 | 8,032.86 | | | 合计 | 30,988.02 | 30.988.02 | 本次发行对象为符合中国证监会及北京证券交易所规定条件的特定对象。发行对象包括证券投资基金管 理公司、证券公司、信托公司、财务公司、资产管理公司、保险机构投资者、合格境外机构投资者、其 他境内法人投资者、自然人或其他合格投资者。证券投资基金管理公司、证券公司、合格境外机 ...
明阳电气多项产品与技术获权威机构认证,助推行业整体技术升级
Xin Lang Cai Jing· 2025-07-23 03:19
近期,明阳电气(SZ:301291)自主研发的额定电压等级达72.5kV的漂浮式单点系泊系统用高压导电滑 环,成功通过权威机构认证,并取得了72.5kV高压导电滑环的完整型式试验报告。与此同时,明阳电气 自主研发的 252kV 真空开断环保气体绝缘金属封闭开关设备也获行业权威型式试验报告,成为业内通 过第三方完整型式试验的同电压等级环境友好型 GIS 产品;更为重要的是,明阳电气成功研制110kV 海上风电机舱上置油浸式变压器也获权威试验报告,为全球海上新能源的蓬勃发展提供技术支撑。 近年来,明阳电气秉持创新驱动,践行发展新质生产力理念,不断攻克技术难题,多项产品与技术获权 威机构认证,加速深远海风电相关领域技术革新,开辟新发展空间,助推输配电行业整体技术升级。 | 试思型号 | MYGH-252(Z)/4000-50 | | --- | --- | | TYPE | | | 试品名称 | 直空开断环保气体绝缘金属封闭开关设备 | | DESIGNATION | VACUUM PREAKING ENVIRONMENTAL PROTECTION GAS INSULATED METAL-ENCLOSED SWIT ...
趋势研判!2025年中国智能化开关设备‌行业产业链、发展现状、竞争格局及发展趋势分析:技术赋能产业升级,千亿蓝海加速扩容[图]
Chan Ye Xin Xi Wang· 2025-07-23 01:15
一、智能化开关设备行业相关概述 智能化开关设备是指集成了现代传感技术、数字处理技术、通信技术和智能控制算法的电力开关装置, 能够实现实时监测、自动诊断、远程操控及自适应保护等功能,从而提升电力系统的可靠性、效率与自 动化水平。该设备具有多维分类体系:在电压等级维度涵盖低压(≤1kV)、中压(1kV-35kV)和高压 (≥110kV)智能开关;在功能维度分为具有保护、监测和通信功能的智能开关;在应用场景维度则包 括配电自动化、新能源并网和工业专用等类型。其核心特征是通过数据交互与决策智能化,实现设备状 态的"感知-分析-执行"闭环。 | | | 智能化开关设备分类 | | | --- | --- | --- | --- | | 分类依据 | 类型 | 主要特点 | 应用场景 | | 按电压等级 | 低压智能开关 | 额定电压≤1kV,集成微型传感器和 通信模块,支持远程控制 | 建筑配电、智能家居 | | | 中压智能开天 | 额定电压1kV 35kV,具备故障定位和 自适应保护功能 | 配电网、工业园区 | | | 高压智能开关 | 额定电压 ≥110kV,支持多参数协同 监测与大数据分析 | 变电站、输电网 ...
特锐德(300001):业绩维持高速增长,电力设备出海顺利推进
Guoxin Securities· 2025-07-20 08:32
特锐德(300001.SZ) 优于大市 业绩维持高速增长,电力设备出海顺利推进 公司 2025H1 业绩实现快速增长。近日,公司发布 2025 年半年度业绩预告。 2025H1 预计实现归母净利润 2.90-3.48 亿元(预告中值为 3.19 亿元),同 比增长 50%-80%;实现扣非归母净利润 2.22-2.80 亿元,同比增长 38-75%。 根据业绩预告与一季度财务数据,公司 2025Q2 预计实现归母净利润 2.25-2.83 亿元(预告中值为 2.54 亿元),同比增长 71%-115%,环比增长 247%-337%;预计实现扣非归母净利润 1.76-2.34 亿元,同比增长 56%-107%、 环比增长 287%-415%。 公司电力设备业务稳健增长,海外布局加速推进。公司以箱式变电站、高低 压智能成套开关设备和高压预制舱式模块化变电站等产品为基础,实现"源 网荷储"多场景高速可持续发展,赢得市场和客户高度认可。2025 年以来, 公司先后中标国网、南网、国华投资、华能集团等项目,合同额持续增长。 同时,公司加速海外布局、深耕中东非、中亚欧、东南亚及太平洋三大中心 区域。2025 年 1 月, ...
平高电气:公司中标金额约为14.5亿元
news flash· 2025-07-16 09:40
Core Viewpoint - The company and its subsidiaries have won multiple bids from the State Grid Corporation of China, totaling approximately 1.45 billion yuan, which represents 11.69% of the company's projected revenue for 2024 [1][1][1] Group 1 - The company and its subsidiaries, including Henan Pingzhi High Voltage Switch Co., Ltd. and Shanghai Pinggao Tianling Switch Co., Ltd., have secured contracts for the 43rd batch of procurement by the State Grid Corporation for 2025 [1] - The total bid amount of approximately 1.45 billion yuan is expected to have a positive impact on the company's future operational development [1] - The contracts include procurement projects from the State Grid Corporation and the State Grid Henan Electric Power Company, indicating strong demand for the company's products [1]
科润智控(834062) - 投资者关系活动记录表
2025-07-15 10:05
Group 1: Revenue by Product - Transformer products generated revenue of ¥449,608,570.28 with a gross margin of 20.74% [4] - High and low voltage switchgear products achieved revenue of ¥283,274,377.60 with a gross margin of 21.18% [4] - Outdoor complete equipment products realized revenue of ¥241,762,183.42 with a gross margin of 19.16% [4] - Other products contributed revenue of ¥372,975,403.80 with a gross margin of 2.58% [5] Group 2: Acquisition Progress - The acquisition of Hunan Chuangye Deli Electric Co., Ltd. was completed on June 17, 2025, with the necessary business registration changes finalized [5] Group 3: Foreign Trade Business - In 2024, foreign trade business revenue reached ¥87,733,900, accounting for 6.51% of total revenue [5] - Direct exports amounted to ¥13,829,500, while indirect exports were ¥73,904,400 [5] - The company won a bid for an electrification project in an African country with a contract value of $732,121 [5] - Orders worth $1.6 million for main transformers and photovoltaic transformers were secured from a Romanian client [5] - A strategic cooperation agreement was signed with Hangzhou Haixing Electric Power Technology Co., Ltd. for exclusive agency rights in specific overseas regions [5] Group 4: Order Status - The company reported sufficient orders on hand, with details available in their announcements and periodic reports [6]
白云电器:专注电力设备领域 推动产业技术绿色智慧升级
Group 1 - The first phase of the Foshan Metro photovoltaic power generation project has successfully connected to the grid, marking a significant step in the application of green energy in Foshan's rail transit [1] - Guangzhou Baiyun Electric Equipment Co., Ltd. plays a key role in this project as a leading provider of comprehensive green smart energy solutions [1][3] - The company has undergone a transformation from a traditional power equipment manufacturer to a leading provider of green smart energy solutions over more than 40 years [3][4] Group 2 - Baiyun Electric focuses on innovation as a core aspect of its development, with a strong emphasis on independent research and development, as well as collaborative development [5] - The company has established a digital factory for smart distribution equipment, recognized as a national model for intelligent manufacturing and green factories [5] - Baiyun Electric has received numerous national honors for its innovative achievements, including awards for significant contributions to the State Grid's UHVDC projects [5] Group 3 - The company plans to optimize its market structure by responding to the demands for green, digital, and intelligent power grids, while also expanding its market presence in renewable energy generation [7] - Baiyun Electric aims to enhance its technological capabilities and product innovation in core areas such as new energy, smart technology, and energy efficiency [9] - The company is focused on developing advanced products like eco-friendly GIS and high-capacity transformers, while also improving integrated solutions in energy management and smart operations [9]
万控智造: 万控智造:公司章程(2025年7月修订)
Zheng Quan Zhi Xing· 2025-07-09 16:11
万控智造股份有限公司 章程 二〇二五年七月 -1- 第一条 为维护公司、股东、职工和债权人的合法权益,规范公司的组织 和行为,根据《中华人民共和国公司法》 (以下简称《公司法》)、 《中华人民共和 国证券法》(以下简称《证券法》)和其他有关规定,制订本章程。 第二条 公司系依照《公司法》和其他有关规定成立的股份有限公司(以 下简称"公司")。 公司系由万控智造浙江电气有限公司整体变更发起设立的股份有限公司;在 浙江省市场监督管理局注册登记,取得营业执照。 第三条 公司于 2022 年 2 月 10 日经中国证券监督管理委员会(以下简称 "中国证监会")核准,首次向社会公众发行人民币普通股 6,000 万股,于 2022 年 3 月 10 日在上海证券交易所上市。 第四条 公司注册名称:万控智造股份有限公司。 目 录 第一章 总则 英文名称:WECOME INTELLIGENT MANUFACTURING CO.,LTD. 第五条 公司住所:浙江省乐清市北白象镇温州大桥工业园区万控智造大 楼。 第六条 公司注册资本为人民币 40,100 万元。 第七条 公司为永久存续的股份有限公司。 第八条 代表公司执行公司事 ...
重大突破!全球首台套成功投运
Zhong Guo Dian Li Bao· 2025-06-30 09:15
为助力项目顺利地按时落地,工作人员面对工程现场的复杂环境和各种突发状况,争分夺秒进行解决完善。同时,全新产品 的初次安装,需要顶着缺乏经验的巨大压力,兼顾工艺流程和装配效率,保证产品性能,这无疑是一次重大的考验。尽管困 难重重,但经过多日鏖战,最终履险如夷,成功完成交付,用智慧与坚韧点亮了这座城市新的电力枢纽。 技术攻坚,破解行业难题 6月28日,许继电气所属德理施尔公司自主研发的MISELA-40.5/4000-40气体绝缘开关设备,在宁夏宁东绿科新能源有限公司 现代煤化工产业绿电园区复合光伏项目330千伏输变电工程中顺利投入运行,实现了其全球首台套的工程应用,标志着许继电 气在大容量气体绝缘开关设备领域取得了重大突破,不仅推动了开关设备的创新进步,更引领了行业技术的发展方向。 勠力同心,实现圆满交付 宁夏宁东绿科新能源有限公司现代煤化工产业绿电园区复合光伏项目330千伏输变电工程,位于宁夏灵武市宁东镇境内,共包 含三期工程,德理施尔公司为该项目提供了共计112台40.5千伏气体绝缘开关设备。 其中主变进线柜采用MISELA-40.5/4000-40气体绝缘开关设备,这是40.5千伏4000安等级气体绝缘开 ...
白云电器: 广州白云电器设备股份有限公司相关债券2025年跟踪评级报告
Zheng Quan Zhi Xing· 2025-06-24 17:33
Core Viewpoint - The credit rating report for Guangzhou Baiyun Electric Equipment Co., Ltd. indicates a stable outlook, supported by strong order backlog and market demand in the smart grid, rail transit, and ultra-high voltage sectors, despite facing short-term debt pressures and capacity digestion challenges [3][6][8]. Financial Performance - As of 2024, the company reported total assets of 100.09 billion, total liabilities of 29.67 billion, and operating revenue of 49.85 billion, with a net profit of 1.90 billion [3][4]. - The company’s short-term debt is projected to reach 24.32 billion by the end of 2024, constituting 82.52% of total debt, indicating significant short-term debt pressure [6][8]. - The net profit margin for 2024 is expected to be 3.86%, with a return on total assets of 2.58% [4][20]. Market Position and Demand - The company maintains stable relationships with major clients such as State Grid and Southern Grid, with a backlog of orders amounting to 79.85 billion as of 2024, ensuring future revenue stability [6][15]. - The demand for electric power distribution and control equipment is expected to grow due to the ongoing construction of new energy systems and urban rail transit networks [11][12]. Operational Challenges - The company faces challenges related to the digestion of newly added production capacity, particularly in the electric power capacitor and transformer segments, which may lead to underutilization [16][18]. - The industry is characterized by long project cycles and complex customer payment terms, leading to potential risks in inventory depreciation and accounts receivable collection [7][8]. Industry Environment - The electric power distribution equipment market is supported by strong demand driven by infrastructure upgrades and the rapid development of renewable energy [11][12]. - The national policies promoting high-quality development of distribution networks and large-scale equipment updates are expected to further stimulate market growth [11][12]. Competitive Landscape - The company’s core business focuses on the research, production, and sales of complete switchgear, electric power capacitors, components, and transformers, with complete switchgear being the primary revenue contributor [14][15]. - The company has established strategic partnerships with leading new energy firms, enhancing its competitive position in the market [15][16].