1月7日，智光电气涨5.05%，截至发稿，报12.06元/股，成交7.52亿元，换手率8.40%，总市值94.39亿 元。 资料显示，广州智光电气股份有限公司位于广东省广州市黄埔区瑞和路89号，成立日期1999年4月9日， 上市日期2007年9月19日，公司主营业务涉及电缆研发生产及销售业务,综合节能服务、电气产品业务和 用电服务等。主营业务收入构成为：数字能源技术及产品82.39%，综合能源服务17.61%。 从基金十大重仓股角度 数据显示，光大保德信基金旗下1只基金重仓智光电气。光大保德信诚鑫混合A（003115）三季度持有 股数2.18万股，占基金净值比例为1.08%，位居第二大重仓股。根据测算，今日浮盈赚取约1.26万元。 光大保德信诚鑫混合A（003115）成立日期2016年12月15日，最新规模360.51万。今年以来收益 2.52%，同类排名5064/8823；近一年收益63.11%，同类排名1139/8083；成立以来收益114.41%。 光大保德信诚鑫混合A（003115）基金经理为朱剑涛。 截至发稿，朱剑涛累计任职时间1年247天，现任基金资产总规模18.51亿元，任职期间最佳基金回报 5 ...

资金流向方面，主力资金净流出2778.49万元，特大单买入277.16万元，占比1.22%，卖出2078.84万元， 占比9.13%；大单买入3617.14万元，占比15.88%，卖出4593.95万元，占比20.17%。 智光电气所属申万行业为：电力设备-电网设备-电网自动化设备。所属概念板块包括：第三代半导体、 半导体、芯片概念、碳化硅、特高压等。 截至12月19日，智光电气股东户数5.49万，较上期减少6.08%；人均流通股13821股，较上期增加 6.47%。2025年1月-9月，智光电气实现营业收入25.07亿元，同比增长32.03%；归母净利润-5126.58万 元，同比增长63.67%。 分红方面，智光电气A股上市后累计派现6.27亿元。近三年，累计派现2.20亿元。 责任编辑：小浪快报 12月25日，智光电气盘中下跌2.00%，截至09:53，报10.27元/股，成交2.28亿元，换手率2.89%，总市值 80.38亿元。 智光电气今年以来股价涨69.19%，近5个交易日涨20.12%，近20日涨30.83%，近60日涨42.64%。 今年以来智光电气已经1次登上龙虎榜，最近一次登上龙虎榜为1 ...

Core Viewpoint - The stock price of Zhiguang Electric has been declining for seven consecutive days, with a total drop of 12.47% during this period, leading to a current price of 7.53 CNY per share and a market capitalization of 5.894 billion CNY [1] Company Overview - Zhiguang Electric, established on April 9, 1999, and listed on September 19, 2007, is located in Huangpu District, Guangzhou, Guangdong Province. The company specializes in the research, production, and sales of cables, as well as comprehensive energy-saving services, electrical products, and electricity services [1] - The main business revenue composition is as follows: digital energy technology and products account for 82.39%, while comprehensive energy services contribute 17.61% [1] Fund Holdings - According to data, one fund under Everbright Pramerica holds Zhiguang Electric as its second-largest position. The Everbright Pramerica Chengxin Mixed A Fund (003115) held 21,800 shares in the third quarter, representing 1.08% of the fund's net value [2] - The fund has experienced a floating loss of approximately 8,720 CNY today, with a total floating loss of 24,600 CNY during the seven-day decline [2] Fund Performance - The Everbright Pramerica Chengxin Mixed A Fund (003115) was established on December 15, 2016, with a current scale of 3.6051 million CNY. Year-to-date, it has achieved a return of 42.75%, ranking 1213 out of 8136 in its category. Over the past year, the return is 42.52%, ranking 967 out of 8056, and since inception, the return is 98.03% [2]

Core Viewpoint - The stock of Zhiguang Electric has experienced fluctuations, with a year-to-date increase of 40.36% but a recent decline of 5.75% over the past five trading days [1][2]. Company Overview - Zhiguang Electric, established on April 9, 1999, and listed on September 19, 2007, is located in Guangzhou, Guangdong Province. The company specializes in cable research, production, and sales, as well as comprehensive energy services and electrical products [1]. - The main revenue composition of Zhiguang Electric includes 82.39% from digital energy technology and products, and 17.61% from comprehensive energy services [1]. Financial Performance - For the period from January to September 2025, Zhiguang Electric achieved an operating income of 2.507 billion yuan, representing a year-on-year growth of 32.03%. However, the net profit attributable to shareholders was -51.2658 million yuan, showing a year-on-year increase of 63.67% in losses [2]. - Since its A-share listing, Zhiguang Electric has distributed a total of 627 million yuan in dividends, with 220 million yuan distributed over the past three years [3]. Shareholder Information - As of October 31, 2025, the number of shareholders of Zhiguang Electric was 64,100, reflecting a slight increase of 0.11% from the previous period. The average circulating shares per person decreased by 0.11% to 11,838 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 10.471 million shares, which is an increase of 195,200 shares compared to the previous period [3]. Market Activity - On November 14, Zhiguang Electric's stock price fell by 2.07%, trading at 8.52 yuan per share with a total transaction volume of 39.0431 million yuan and a turnover rate of 0.60%. The total market capitalization is 6.669 billion yuan [1]. - The stock has appeared on the trading leaderboard once this year, with the most recent appearance on October 17, where it recorded a net buy of -25.4584 million yuan [1].

Core Viewpoint - The stock of Zhiguang Electric has shown a mixed performance recently, with a year-to-date increase of 24.05% but a decline of 4.32% over the last five trading days, indicating volatility in investor sentiment [1][2]. Company Overview - Zhiguang Electric, established on April 9, 1999, and listed on September 19, 2007, is located in Guangzhou, Guangdong Province. The company specializes in the research, production, and sales of cables, as well as comprehensive energy services and electrical products [1]. - The main revenue composition of Zhiguang Electric includes 82.39% from digital energy technology and products, and 17.61% from comprehensive energy services [1]. Financial Performance - For the first half of 2025, Zhiguang Electric reported a revenue of 1.643 billion yuan, representing a year-on-year growth of 31.71%. However, the net profit attributable to shareholders was a loss of 55.15 million yuan, although this reflects a 38.88% improvement compared to the previous year [2]. - Since its A-share listing, Zhiguang Electric has distributed a total of 627 million yuan in dividends, with 220 million yuan distributed over the last three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Zhiguang Electric was 62,900, a decrease of 0.21% from the previous period. The average number of circulating shares per shareholder increased by 0.21% to 12,065 shares [2]. - The fourth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 10.2757 million shares, which is an increase of 5.2589 million shares from the previous period [3]. Market Activity - On October 21, the stock price of Zhiguang Electric rose by 2.03% to 7.53 yuan per share, with a trading volume of 145 million yuan and a turnover rate of 2.56%. The total market capitalization reached 5.894 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" once this year, with the most recent occurrence on October 17, where it recorded a net buy of -25.4584 million yuan [1].

Company Overview - Zhiguang Electric, established on April 9, 1999, and listed on September 19, 2007, is located in Guangzhou, Guangdong Province. The company specializes in the research, production, and sales of cables, comprehensive energy services, electrical products, and electricity services [1][2]. Financial Performance - For the first half of 2025, Zhiguang Electric achieved operating revenue of 1.643 billion yuan, representing a year-on-year growth of 31.71%. However, the net profit attributable to shareholders was a loss of 55.15 million yuan, which is an increase in loss by 38.88% compared to the previous period [2]. - The company has cumulatively distributed 627 million yuan in dividends since its A-share listing, with 220 million yuan distributed over the last three years [3]. Stock Performance - As of September 19, 2023, Zhiguang Electric's stock price was 7.07 yuan per share, with a market capitalization of 5.534 billion yuan. The stock has increased by 16.47% year-to-date, but has seen a decline of 1.81% over the last five trading days [1]. - The stock's trading volume on September 19 was 124 million yuan, with a turnover rate of 2.28%. The net outflow of main funds was 18.06 million yuan, with significant selling pressure observed [1]. Shareholder Information - As of September 10, 2023, the number of shareholders increased to 63,000, up by 18.96%. The average circulating shares per person decreased by 15.94% to 12,040 shares [2]. - As of June 30, 2025, Hong Kong Central Clearing Limited was the fourth-largest circulating shareholder, holding 10.276 million shares, an increase of 5.259 million shares from the previous period [3]. Business Segments - Zhiguang Electric's main business revenue composition includes digital energy technology and products at 82.39%, and comprehensive energy services at 17.61% [1]. - The company operates within the power equipment industry, specifically in grid automation equipment, and is involved in concepts such as energy interconnection, power IoT, energy storage, carbon neutrality, and solar energy [1].

Group 1 - Yinlun Co., Ltd. plans to establish a joint venture company, Suzhou Yizhi Lingqiao Drive Technology Co., Ltd., with an investment of 10 million yuan, holding a 20% stake, to enhance the development of embodied intelligent robot components [1] - Zhimin Da's controlling shareholder plans to transfer 5.03 million shares, representing 3.00% of the total share capital, through an inquiry transfer method [1][2] - ST Ningke's subsidiary plans to invest 100 million yuan in a technical transformation project for the production of bio-fermentation products, aiming to enhance market competitiveness [3][4] Group 2 - Fujian Jinsen's chairman resigned due to work reasons, and the resignation will take effect after the election of a new chairman [5][6] - Kanghong Pharmaceutical's subsidiary received approval for clinical trials of Songling Xue Mai Kang capsules, aimed at treating functional ventricular premature beats [7][8] - Ruizhi Pharmaceutical plans to sell a 32.59% stake in its associate company, Guangdong Shenghetang Health Food Co., Ltd., for 60 million yuan [9] Group 3 - Meili Cloud's shareholder, China Metallurgical Paper Group, is undergoing bankruptcy reorganization, with its shares frozen and partially pledged [10] - Mongolian Grass Ecological plans to raise up to 1.495 billion yuan through a private placement for various ecological projects and working capital [11] - Aikelan's major shareholder plans to reduce their stake by up to 3% due to personal funding needs [12] Group 4 - Chaojie Co., Ltd. has three shareholders planning to reduce their stakes by a total of up to 3.73% for personal funding needs [13] - Haitai Biological's director plans to reduce their stake by up to 0.14% for personal funding needs [14] - New Guodu's executives plan to reduce their stakes by a total of up to 50.19 million shares for personal funding needs [15] Group 5 - Zhiguang Electric's vice chairman plans to reduce their stake by up to 304.06 million shares for personal funding needs [16] - *ST Jinbi's controlling shareholder plans to transfer 47.0853 million shares, making Yuan Yi Cheng Wu the new controlling shareholder [17][18] - Kaizhong Precision received a project designation from a leading global new energy battery manufacturer, with expected sales of approximately 700 million yuan [19][20] Group 6 - Defang Nano's director plans to reduce their stake by up to 133,200 shares for personal funding needs [21] - ST Hongtai's stock will have its risk warning removed, changing its name and increasing the price fluctuation limit [22] - Guoanda's directors plan to reduce their stakes by a total of up to 101,700 shares for personal funding needs [23] Group 7 - Lanshi Heavy Industry plans to acquire 100% of Qingdao Equipment for 99.9821 million yuan to enhance its delivery capabilities [24] - Qingdao Bank's major shareholder plans to increase its stake to no more than 19.99%, pending regulatory approval [25]